How-to Documentation

  • Commerce/Products

  • The Commerce/Products section will help you with updating all product and category related items.This includes managing products, pricing, managing categories, attributes, product images, etc.

  • Transaction/Orders

  • The Transaction/Orders section will help you with managing all order related information. This includes managing orders, setting up promo codes, updating order confirmation emails, running reports, etc.

  • Content

  • The Content section will help you update all static content within the site including homepage graphics.

  • Site & Users

  • The Site & Users section will help you with managing users within your site as well as showing you how to access to the files that make up your site.

  • Contact Forms

  • The Contact Forms section will help you with updating any custom form created for your site as well as viewing data from those froms and creating new forms.

  • Security

  • The Security section will help you with approving new users to access the site as well as resetting user passwords.

  • Download Admin Guide

  • Download a copy of the complete guide to the Admin website features.

Manage Products

  1. Go to Commerce Manger sample
  2. Click on Categories and Products sample
  3. On the tree menu on the left side of the page, click on the “Add a New Product” link
  4. Select a Product Type, usually this is “Product”, enter the Product Name, PartNo, and Price and click “Next”. Please note: If your site has multiple shops, you will need to select the shop(s) this item is to be connected to. sample
  5. Fill out any information that pertains to this product on the Core Data tab. When done, scroll to the bottom and click “Save”. sample
  6. Click on the Group Config tab and configure the groups the item is supposed to display for on the front end of the site by clicking on the pencil icon next to each group and filling out any information that applies to the item. Each group will need to be configured separately. sample
  7. This step should only be completed if the item is to have price breaks assigned to it. Click on the Pricing tab and click on the “Create New” button. Follow the steps on the screen to create a new price break for the item. sample
  8. Click on the Media tab and upload images. Main, Thumb, Cart and Large are required. sample
  9. If you have attribute images, click on the Attribute Images tab and upload images for each of the attributes by clicking the Same for All button.
  10. Click the Product Connections tab and assign the categories this product is to be displayed in. sample
  11. If this product has related items, click on the Related Items section on the Product Connection tab and assign related products to the product. sample
  12. If the product has attributes, click on the Attributes tab and click the “Add Attributes” button. From the list that comes up select all the corresponding attributes that should be assigned to this product. You should also input mark ups if the attribute item has any. All attribute items default to By Item (attribute mark-up is multiplied by the quantity and added to product total) mark-ups. If it should be by Part No (attribute mark-up is only added once), make the updates on the specific attribute this applies to. sample
    1. Note: If you have attribute specific images for an attribute, refer to step 9 above on how to add those to the product.
  13. Click on the Properties tab and fill out corresponding properties if needed. sample
  14. Last, you will need to enter inventory for the product. Click on the Inventory tab and fill out the inventory for the item. sample
  1. Go to Commerce Manager. sample
  2. Click on Categories and Products sample
  3. Go to the Edit Product screen of the item you want to copy by using the search field or by expanding the categories on the left hand side of the screen. sample
  4. On the General Info > Core Data tab of the product you want to copy, scroll down to the bottom of the screen and press the Copy Product button. This will take you to the Copy Product screen. sample
  5. Select the Product Type, Enter the Product Name and Part #. sample
  6. Below the Select Elements to Copy: section, press the “Check All” button to copy all the settings from the original product. If there are sections that you do not want to copy, uncheck them.
  7. Once done, press the “Copy This Product" button. sample
  8. On the next screen, click on the Edit This Product button to continue to the editing screen. If you want to create a copy of the product you just copies, click on the Copy This Product button.

The General Info > Group Config tab allows you to specify which public groups can view a product. If no public groups are configured for a product, it will not be visible on the website.

  1. Go to Commerce Manager sample
  2. Click on Categories and Products sample
  3. Go to the Edit Product screen of the item you want to work with by using the search field or by expanding the categories on the left hand side of the screen. sample
  4. Under the Edit Products screen, go to the General Info > Group Config tab. sample
  5. If a group has not been configured, you will see a No under the Configured column for that group. This means that the product is not available for user assigned to that group.
  6. To add/modify the configuration, click on the pencil icon next the public group name
  7. On the group configuration screen, choose the options you would like for the group then press the Save button. sample
  8. Repeat Steps 4-6 for any other groups that you need to configure. sample
  9. If you want to remove the product from displaying for a specific group, you can delete the Group Config settings by going into the group and clicking the delete button at the bottom of the setting screen. sample

The Media > Product Images tab allows you specify cart, thumbnail, main, large and alt product images. If you have alt views, you will need to select each image individually by clicking  “Browse…” button under each image definition. sample

  • The Cart image is what displays in the shopping cart
  • The Thumb image displays on the category page
  • The Main image displays on the product page
  • The Large Image displays on the product page when the Main Image is clicked

Steps for assigning product images:

  1. Under the Edit Products screen, go to Media > Main Images tab. sample
  2. Press on the “Browse…” button under the image definition. sample
  3. Browse for your image on the Media Object pop up window by either selecting an image on there or uploading one from your computer.
  4. Once done, scroll down to the bottom of the page, then press the Save button.

Please Note: When you are updating product images, you may occasionally see the image you are replacing after you click the Save Product Images button. This is because your browser has cached those images. If you click on a different product editing tab and return to the Media tab, the updated images will be reflected.

  1. Go to Commerce Manager sample
  2. Click on Categories and Products sample
  3. Go to the Edit Product screen by using the search field or by expanding the categories on the left hand side of the screen by clicking the plus icon located to the left of the category name. sample
  4. In Edit Products Screen, go to the Attributes tab.
  5. Click on the “Add Attributes” button. This will open a pop up window. From the list that comes up select all the corresponding attributes that should be assigned to this product. You should also input mark ups if the attribute item has any. All attribute items default to By Item (attribute mark-up is multiplied by the quantity and added to product total) sample
    1. Mark-ups. If it should be by Part No (attribute mark-up is only added once), make the updates on the specific attribute this applies to.
    2. If you do not see the Attribute you are trying to add listed, you have to first create it by going to Commerce Manager > Manage Attributes
  6. Once done, press the “Add to Product” button at the bottom of the screen.
  7. If you have attribute specific images for an attribute, click on the Media > Attribute Images tab and upload images for each of the attributes by clicking the Same for All button. sample
  8. If the attribute is to track inventory, you will need to go the Inventory tab and enter SKUs for each of the attribute combinations for the product. sample
  1. Go to Commerce Manager sample
  2. Click on Categories and Products sample
  3. Go to the Edit Product screen by using the search field or by expanding the categories on the left hand side of the screen by clicking the plus icon located to the left of the category name. sample
  4. In Edit Products Screen, go to the Attributes tab.
  5. You will see a list of all of the attributes that are currently connected to the product.  Click directly on the attribute name to expand the list of modifiers sample
  6. From the list provided, select modifiers that you want attached to the product have a checkmark in the checkbox next to it.  If there are modifiers that are to not be attached to the item anymore, remove the checkbox next to the modifier.
    1. If you do not see the modifier you are trying to connect listed, you have to add it to the attribute by going to Commerce Manager > Manage Attributes and adding it to the desired attribute.
  7. Once done, click the “Save” button to save your changes.
  1. Go to Commerce Manager sample
  2. Click on Categories and Products. sample
  3. Go to the Edit Product screen by using the search field or by expanding the categories on the left hand side of the screen by clicking the plus icon located to the left of the category name. sample
  4. Under the Edit Products screen, go to the Inventory tab sample
  5. The following information must be filled out per product or attribute combination
    • Track Inventory – checkbox must be checked
    • SKU – The product SKU you will be updating stock for.
    • Quantity On Hand – the number of items in stock for this SKU
    • Allow Backorder – checkbox must be checked
  6. When done, click the Save Inventory button at the bottom of the screen. sample
  1. Go to Commerce Manager sample
  2. Click on Categories and Products sample
  3. On the left hand side, click “Global Product Sort Order”. sample
  4. On the right hand side, you will see a listing of all of the products currently on the site.  To find a specific product, enter the product name or part no in the search field and click the “find next” button. sample
  5. If the product is found, it will be selected within the list.  To move this product with in the sort listing, use the arrows on the right or drag and drop using your mouse. You can click the headings if you want to sort by PartNo or by Name. sample
  6. Repeat steps 4 - 6 until you have finished sorting all of your products
  7. Once your products are in the correct order, click the “Save Sort Order” button at the bottom of the screen.
 

Manage Categories

Commerce Manager > Products and Categories

To view your categories, you must first expand the categories menu. To expand the menu, click on the plus [+] next to the shop name on left side of the screen. Click on the plus [+] next to any category name to expand and view existing sub-categories. Click on a category name to view the category details. sample

The category details on the right provide buttons for creating a sub-category, renaming, or deleting selected category. You can also specify search engine optimization (SEO Configuration), associate products, sort sub-categories, and specify a category image (Set Image Definitions).

  1. Go to Commerce Manager sample
  2. Go to Manage Shops sample
  3. Click the pencil icon next to the shop name sample
  4. Click on the categories tab sample
  5. Enter in a Category Name for the new category. sample
  6. In the Public Groups section select the Public Groups that should be allowed to view this category.
  7. If the category should be active, make sure that the Active checkbox is checked.
  8. Click the "Add Category" button to save your changes.

The group config tab allows you to specify which public groups can view a product. If no public groups are configured for a product, it will not be visible on the website.

  1. Go to Commerce Manager. sample
  2. Go to Products and Categories sample
  3. To view your categories, you must first expand the categories menu. To expand the menu, click on the plus [+] next to the shop name on left side of the screen. Click on the plus [+] next to any category name to expand and view existing sub-categories. Click on a category name to view the category details. sample
  4. On the right hand side, click on the "New Subcategory" button. sample
  5. A prompt window will now appear. Enter the name of your new category and click Ok.
  1. Go to Commerce Manager sample
  2. Go to Categories and Products. sample
  3. Expand the categories using the left side of the screen to edit the category you'd like. sample
  4. Once you click on the category name, the Details for Category screen will show on the right. Click on Assign Products Button. 
  5. In the left column (Products Available for this category), choose the products you'd like to add by using the search filter.  sample
  6. Once you have found the products you would like to associate to this category, click on the right arrow button located between the Available Products and Assigned Products tables. This will populate the products to the right column (Products in this category). sample
  7.  Once done, click on the Save Products button.
 

Import/Export Product Data

This section of the admin allows you to import items into your site. To import items to your site do the following:

  1. Run an Export so that you have a fresh file of the data from your site. If you are making edits on your site use this file to make the edits. If you are adding brand new data, you can use this file as a template.
  2. Once you have your file ready go to Commerce Manager > Import Product Data
  3. Select your file using the instructions on screen. Make sure this file is an XML Spreadsheet 2003 the import will not work if it is not.
  4. If you have product images, use the product images button to upload them.
  5. Enter the email address the confirmation email should go to.
  6. Check the box next to the statement "I have removed all unnecessary worksheets from the XML file prior to upload."
  7. Click Import

Remember these guidelines:

  • Click here to view printable instructions on how to format and populate the product import XML file. All worksheet names, column headers, and values are case-sensitive.
  • The product import is based on PartNo, with the exception of the Inventory and Stock worksheets, which are based on both PartNo and SKU.
  • Once you click the Import button, a backup of your website's current product data is generated. If you find that your import causes a problem, you can import the backup file, which can be downloaded from the Export Product Data > Previous Exports screen.
  • If space is needed, you can make your way to the \Commerce\AdminImport\ subdirectories within Site Manager > File Manager to delete files that are no longer required.

This section of the admin allows you to export all of the current data for all of your items on the site. To export the data to your computer do the following:

  1. Go to Commerce Manager > Export Product Data
  2. Once there you will see the below screen. You can either download the file for a previous export or just click the Export button to export the current data on your site.
    1. Display Previous Exports: This section will give you a list of exports you have done in the past 30 days and let you download them.
    2. Export Product Data: This will get a file ready for you from the data currently on the site. Note: Depending on the amount of data depends on the amount of time it takes for the export to complete. Please give it a few minutes for it to finish.
  3. Once done follow instructions on the screen to save to computer.
  4. It is advised that you do an export prior to an import and make your edits on that file and use that as your import file to minimize possible errors.
 

Manage Web Orders

  1. Go to Transaction Manager sample
  2. Go to Manage Web Orders. This will take you the Web Order screen. sample
  3. To view orders, fill in the filters on the screen and then press the "Display" button.
    1. Note: If you would like to display all orders, simply click the "Display All" button.
  4. To view orders details, click on the pencil to the left of the Order # you’d like.
  5. You should now see all the order information. sample
    1. Note: You can update the order status on this screen by choosing the options on the Order Status drop down menu that’s near the bottom of the screen sample
 

Sales Reports

  1. Go to Transaction Manager sample
  2. Click on View/Export Sales Reports.sample
  3. It will default to the Customer Reports from the last 30 days. You can update the fields under “Select Report” for more customized reports.sample
 

Manage Promo Codes

  1. Go to Transaction Manager > Manage Promotions sample
  2.  Click the "Add New" button sample
  3. 4. At Step 1 - Setting up your Discount or Promotion:
    1. Note: All the fields on this screen are required. sample
    2. Select a discount type from the Select Discount Type drop-down menu. Cart Based Discount - Cart based discounts apply discounts based on the subtotal of the shopping cart at checkout
    3. Enter the Description for your discount/promotion Note: It is best to use a unique description for your discount
    4. Enter the Start Date and End Date to specify the date range a discount will be active Note: Dates can be typed in using the MM/DD/YYYY format or selected from the calendar by clicking on the calendar icon next to the date field.
    5. From the Shop drop-down menu, select the shop that the discount will be applied to
    6. Click on the Add Conditions button to configure the discount code and group After discounts have been configured, click Next to proceed to the next step.
  4. Click the "Add Conditions" button: sample
    1. Note: At least one discount code and group must be configured
    2. Check the checkboxes for the groups that the discount will be applied to
    3. In the Code field, enter the desired discount code that customers will use to apply the discount at checkout
    4. Note: Codes must be unique and cannot be duplicated. Codes are case-sensitive and may contain spaces. Example: FREESHIP is not the same as freeship
    5. In the Max Uses field, enter the maximum number of times a discount can be used by all users while the discount is active Note: 0 = unlimited
    6. Click the Save button to apply the configuration.
  5. When done, click the "Save" button
  6. When back at the step 1 screen, click the "Next" button 
  7. At Step 2 - Define Discount Amount: The "Define Discount Amount" screen allows you to define the discount amount as well as how that discount will be applied. sample
    1. Under Discount Amount, enter the amount of the discount.
    2. Under Where will this discount be applied, indicate if the discount should apply to the Cart Subtotal or Shipping Fees.
    3. Under Qualifying Amount, enter the Minimum and Maximum dollar amounts of the cart subtotal eligible for the discount. Note: Cart subtotals that fall outside the Qualifying Amount will be ineligible for the discount.
  8. When done, click the "Next" button.
  9. If you selected cart subtotal as the discount please continue to step 11.
  10. If you selected shipping fees: This step allows you to select which shipping methods and rates will be eligible for the discount. To select a shipping rate: sample
    1. Click on the plus symbol [+] to expand locations in the Geographic Locations tree.
    2. Click on the location name to view the shipping methods and rates already configured for that region.
    3. From the Select Group drop-down menu, select the desired group.
    4. Select the checkboxes for the shipping methods and rates that will be eligible for the discount.
    5. If more than one group is available, repeat the 3rd and 4th step for each group you would like to configure. Click the Finish button to complete your discount configuration.
  11. On the "Select Cart values for Discount Action" screen, click the "Finish" button 
 

Manage Credit Card Types

  1. Go to Transaction Manager sample
  2. Mouseover Transaction Manager in the top left corner and select Manage Credit Card Types sample
  3. On the Credit Card Types screen, click the ADD NEW button sample
  4. In the Update Row popup
    1. Enter Card Type, i.e. Visa in the Name field
    2. Enter Card Type, i.e. Visa in the BriefDescription field
    3. Enter Card Type, i.e. Visa in the Description field
    4. Click the SAVE button
  5. Repeat steps 3 and 4 to add a new card type if needed.
 

Edit Order Confirmation Email

  1. Go To Transaction Manager. sample
  2. Click on “Order Confirmation Email". sample
  3. Click the pencil icon next to the Shop Name sample
  4. You can configure different confirmation emails for the public groups that are setup on the site. Choose which group you would like to configure the order confirmation email for and then click the pencil icon next to that group name.
  5. The following information will need to be filled in (Note: the details of the order are automatically filled in when the email is sent out): sample
    1. Subject: this is the subject line of the email.
    2. From Address: this is the email address that the email received by the user will be sent from.
    3. Header: this is the information that will appear above the details of the order.
    4. Footer: this is the information that will appear below the details of the order.
  6. Click the “Submit” button to save your changes.
  7. Repeat these steps for each group you would like to configure the order confirmation email for.
 

Edit Order Shipped Email

  1. Go To Transaction Manager. sample
  2. Click on “Order Shipped Email". sample
  3. Click the pencil icon next to the Shop Name sample
  4. You can configure different confirmation emails for the public groups that are setup on the site. Choose which group you would like to configure the order confirmation email for and then click the pencil icon next to that group name.
  5. The following information will need to be filled in (Note: the details of the order are automatically filled in when the email is sent out): sample
    1. Subject: this is the subject line of the email.
    2. From Address: this is the email address that the email received by the user will be sent from.
    3. Header: this is the information that will appear above the details of the order.
    4. Footer: this is the information that will appear below the details of the order.
  6. Click the “Submit” button to save your changes.
  7. Repeat these steps for each group you would like to configure the order shipped email for.
 

Resend Order Confirmation Email

  1. Go to Transaction Manager sample
  2. Click Manage Web Orders sample
  3. Search for the desired order 
  4. Click the pencil icon to edit the order sample
  5. On the Manage Web Order screen, scroll to the bottom and click on the Resend Order Confirmation button sample
  6. When the window loads:
    1. To send to the customer, just click the SEND EMAIL button
    2. To send to YOURSELF, change the TO address to the desired address then click the SEND EMAIL button
  7. Repeat these steps for any other order
 

Content Manager

  1. Go to Content Manager sample
  2. Click on Edit Site Content.
  3. At the top of the screen, choose the page you’d like to edit from the drop down menu. sample
  4. Click on the EDIT button that is to the top of the template section you’d like to edit. sample
  5. Click on the EDIT button that is to the left of the web block you’d like to edit. sample
  6. You are now in the Inline HTML editor. Make the edits you’d like. sample
  7. Once done, press the Save button.
  1. Go to Content Manager sample
  2. Click on Edit Site Content.
  3. Search for the page you’d like to copy by using the drop down menus or search by page ID near the top of the screen. sample
  4. Once found, click on the “Copy Page” link near the top of the screen. This will take you to the Page Copy screen. sample
  5. On this screen sample, fill in the fields described below:
    1. Page Name: Type in the name of the page in the format – Page Title. This will only be seen in the admin.
      1. Example: About Us.
    2. Page Title: Type in the name of the page that you’d like.
      1. Example: About Us | Company Name.
    3. Meta Tag: Enter Meta tags used to provide search engines with information about your website.
    4. Page Type: Select the page type that best classifies the content of this page.
    5. Copy All HTML In Unshared Content Blocks: Select if you want to copy the content that is not shared.
    6. Secure Page: Select either yes or no if the new page will be security encrypted. Normally, this is kept as no.
    7. Searchable Page: Select either yes or no if you’d like this page searchable. Normally, this is kept as yes.
  6. Once done, click on the “Save” button.
  1. Go to Content Manager sample
  2. Click on Edit Site Content.
  3. At the top of the screen, choose the page you’d like to edit the properties for from the drop down menu. sample
  4. Click on the PROPERTIES button that is on the top navigation links. sample
  5. Make any edits you want such as entering meta tags on this screen. sample
  6. Once done, press the Save button.
  1. Go to Content Manager
  2. Click on Edit Site Content.
  3. Choose a page you’d like to edit
  4. Click on the Page Properties link that’s near the top of the screen.
  5. At the bottom of the Properties screen, click on the Next button.
  6. Under Viewing Groups, click on the checkbox to the left of the group name.
  7. Click Save.
  1. Go to Content Manager
  2. Click on Edit Site Content.
  3. Choose a page you’d like to edit
  4. Click on the EDIT button that is right above the block you’d like to edit.
  5. Click on the Edit icon above the content block.
  6. Click on the Properties/Security tab
  7. Under Viewing Groups, click on the checkbox to the left of the group name.
  8. Click Save.
 

Add a User

  1. Go to Site Manager sample
  2. Go to Add User. sample
  3. On the Add User screen, fill in the required fields which are shown below:
    1. Person Type
    2. First and Last Name
    3. Group Types:
      1. Select the Admin checkbox for each group type based on what the user will have access. On the Transaction section, you will also need to select the checkbox with your shop name as well.
      2. Note: You are required to choose a Public group type. However, you cannot use your admin login on the front end of the site due to its advance security settings.
    4. Type in the Email Address.
    5. Username
    6. Password
    7. Please fill in both password fields.
    8. Company Name
    9. Security Level
      1. Choose SiteAdmin from the drop down menu.
  4. 4. Once done, press the Save button. sample
  1. Go to Site Manager sample
  2. Go to Add User. sample
  3. On the Add User screen, fill in the required fields which are shown below:
    1. Person Type
    2. First and Last Name
    3. Group Types:
      1. Select the public group the user should belong to
    4. Type in the Email Address.
    5. Username
    6. Password
    7. Please fill in both password fields.
    8. Company Name
    9. Security Level
      1. Choose Member from the drop down menu.
  4. Once done, press the Save button. sample
 

Manage Users

  1. Go to Site Manager sample
  2. Go to Manage Users. sample
  3. Search for the user using the fields at the top of the Manage Users screen.
  4. Click on the pencil that is to the left of the user’s info. This will take you to the Edit User screen. sample
  5. Use to top tabs to edit the users address, phone number and properties. Properties will display extra information that the user had to fill out in order to create an account.
  6. Make the necessary changes. Once done, scroll down to the bottom of the page and press the “Save” button. sample
  1. Go to Site Manager sample
  2. Go to Add User. 
  3. On the Add User screen, fill in the required fields which are shown below: sample
    1. Person Type
    2. First and Last Name
    3. Group Types:
      1. Select the Admin checkbox for each group type based on what the user will have access. On the Transaction section, you will also need to select the checkbox with your shop name as well.
      2. Note: You are required to choose a Public group type. However, you cannot use your admin login on the front end of the site due to its advance security settings.
    4. Type in the Email Address.
    5. Username
    6. Password
    7. Please fill in both password fields.
    8. Company Name
    9. Security Level
      1. Choose SiteAdmin from the drop down menu.
  4.  Once done, press the Save button.sample
  1. Go to Site Manager sample
  2. Go to Add User. sample
  3. On the Add User screen, fill in the required fields which are shown below:
    1. Person Type
    2. First and Last Name
    3. Group Types:
      1. Select the public group the user should belong to
    4. Type in the Email Address.
    5. Username
    6. Password
    7. Please fill in both password fields.
    8. Company Name
    9. Security Level
      1. Choose Member from the drop down menu.
  4. Once done, press the Save button. sample
  1. Go to Site Manager sample
  2. Go to Manage Users sample
  3. Search for the user you with to modify
    1. Note: You can filter your search with the available drop-downs
  4. Click the red trash bin icon next to the user you wish to delete
    1. To delete multiple users, check the checkboxes next to the corresponding names and press the delete button.
 

Edit New User Registration Email

  1. Go to Site Manager. sample
  2. Click on  “New Registration Email”.
  3. The following information is needed to configure the New Registration Email
    1. Subject – this is the subject line that will appear in the email’s subject line.
    2. From Address – this is the email address that will be sending out the password reminder email to the user.
    3. Text – this contains the information that will be seen in the body of the email that is sent out. (Note: The user’s username and password will be automatically added to the body of the message when the email is sent out.)
  4. Once you finish making your changes, click the “Save” button to save your changes.
 

Edit Password Reminder Email

  1. Go to Site Manager. sample
  2. Click on  “Password Reminder Email”.
  3. The following information is needed to configure the Password Reminder Email
    1. Subject – this is the subject line that will appear in the email’s subject line.
    2. From Address – this is the email address that will be sending out the password reminder email to the user.
    3. Text – this contains the information that will be seen in the body of the email that is sent out. (Note: The user’s username and password will be automatically added to the body of the message when the email is sent out.)
  4. Once you finish making your changes, click the “Save” button to save your changes.
 

Using File Manager

To access the file directory, go to Site Manager > File Manager. This will take you to the main screen with all or your folders. sample

The main folders you will be using are below:

  • Content Folder: This is where your content images, backgrounds, pdfs, include files and java scripts are housed.
  • Style: All site style sheets are in this folder.
 

Accessing the File Directory

To access the file directory, go to Site Manager > File Manager. This will take you to the main screen with all or your folders. The main folders you will be using are below:

  • Content Folder: This is where your content images, backgrounds, pdfs, include files and javascripts are housed.
  • Style: All site style sheets are in this folder.
 

Creating/Editing Custom Forms

  1. Go to Custom Form Manager sample
  2. Go to Manage Custom Forms sample
  3. Click on the “Add New” button at the top.
  4. The following information is required to sample
    1. Name – this is what the custom form will be called
    2. Width of first column – this is how wide the left column of the form will be (Note:  This is a percentage value)
    3. Width of second column – this is how wide the right column of the form will be (Note: This is a percentage value).
    4. Email address for submittal notification – this is the email address that will be notified when users submit information to the custom form. (Note: An email will only be sent out if the “Email notification of form submission” radio button is set to Yes.)
    5. Email notification of form submission – choose whether or not the contact email provided above should be notified every time a user submits data to the custom form.
    6. Page to display on successful form submission – this is the page the user will see after they have successfully submitted data to the custom form.
    7. Record submissions in database – leave this option set to Yes.
    8. Alignment of form fields – choose whether you would like the form to be left, right or center justified (the left option is usually the best option)
  5. Click the “Next” button at the bottom of the page sample.
  6. The following screen allows you to add form fields and labels to the custom form sample.  To add form fields to the form, click on the form element you want to add from the Add Form Elements menu.  The following options are available to you:
    1. Textbox sample – this is a regular text field input field.
    2. File Upload sample– this will allow the user to upload a file to the form at the time of submission (Note: accepted file types are configurable)
    3. Textarea sample– this is a regular text area input field
    4. Checkbox sample– this is a regular check box
    5. Radio Button sample– this is a regular radio button
    6. Drop-Down Menu sample– this will allow the user to make a selection based on a set of predefined values.
  7. To edit form fields, please follow the steps below
    1. Click the pencil icon next to the input field you would like to edit
    2. The following information will be required for you to fill in:
      1. Label text – this is the label that will appear to either the left or right hand side of the text input box.
      2. Label font style – used to set the style of how you want the label to appear next to the input field
      3. Label alignment – choose whether or not you want the label to appear to the left, right or center.
      4. Width – how wide should the input box be.
      5. Name of field – this normally can be set to the same name as the label.  This is how you will be able to identify that data once it is submitted by the user.
      6. Required – whether or not this should field is required when filling out the form
      7. Date Field – choose whether or not this field allows for a date to be entered (Note:  If this option is set to yes, then a date picker will appear to the right hand side of the text input box)
  1. To add labels, line breaks or horizontal lines to the custom form, click on the form element you want to add from the Add Form Elements menu. The following options will be available to you.
    1. Text Label sample– this is a regular label (This is similar to the one that appears next to the Textbox field but it does not have the input textbox to the right of the label)
    2. Line Break sample– this adds a space before and after where the break is inserted
    3. Horizontal Line sample– adds a horizontal line to separate content.
  2. If you need to sort the form elements you can use the drop down to the left of each element to put them on the desired order.
  3. When done, click the “Save & Publish Form” button at the bottom of the page. sample
 

Add Custom Form to Page

Before you can add a form to a page you first need to create the form. The steps to do this are found above. Once you have the form, follow the steps below to add that form to the desired page.

  1. Go to Content Manager sample
  2. Click on Edit Site Content
  3. Find the page you want to add the custom form to by using the “Select Page” drop down. sample
  4. Go into the section of the page that you want to add the form by clicking the Edit button on the top left corner of the section.
  5. Hover over the Add Web Block menu and click Custom.sample
  6. From the list find the custom form you created. The name will be yourformname.asp. Once you find it, click the icon to the left of it to add it to the page. sample
  7. When you have it on the page you can drag and drop it if you want it to be above or below existing content blocks on the page. Be sure to click the Save Sort Order link on the toolbar if you make any updates to the sort.sample
  8. If your site uses different Groups, click on the icon above the form block to display the Viewing Group settings. On this screen, select all the groups that are to see the form. Click Save when done.sample
 

Custom Form Reports

  1. Go to Custom Form Manager sample
  2. Click on Custom Form Reports
  3. The following screen will show you a list of available custom forms that have already been created that you can view a report for.  Find the form that you would like to see a report for and click the checkmark icon to the left of the form name. sample
  4. A report will be generated that shows you all submissions that have been received for the form you selected. sample
  5. To export the form to your computer, click on the Export Report button at the bottom of the page. On the next screen you will see a link to a .csv file.  (ex. Download ContactUs_4152011.csv).  Click on the link to download the file. sample
 

Security Manager

  1. Go to Security Manager. sample
  2. Click on the Authorize Prospects link or using the top navigation menu links, mouse over the Security Manager menu then click on the Authorize Prospects link. sample
  3. Click on the pencil that is to the left of the prospect’s information. sample
  4. On the Authorize Prospects edit screen:
    1. Enter any comments if desired. These comments will show up on the users’ profile in Manage Users once the user has been approved.
    2. Change the Security Level from “Prospect” to “Member”.
    3. Under the Group Types, it automatically defaults to the main public group on your site.
      1. If you’d like to change the user to a different group, just choose the Public group type by clicking the appropriate radio button.
    4. Select the checkbox to the right of Active to make the user active.
  5. Once Done, press the Authorize button.
  1. Go to Security Manager sample
  2. Go to Change User Password. 
  3. Click on the pencil that is to the left of the login. sample
  4. Type in the password in the New Password and Re-type New Passwords fields. sample
  5. Once done, press the Save button.
  1. Go to Security Manager. sample
  2. Click “Prospect Approved Email”
  3. The following information is needed to configure the Prospect Approved Email. sample
    1. Subject - – this is the email address that will receive an email when a new user registers on your site.
    2. From Address - this is the email address that will be sending the email out to the user that is being approved for access to the website.
    3. Text - this contains the information that will be seen in the body of the email that is sent out.
  4. Once you finish making your changes, click the “Submit” button to save your changes.