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Table of Contents

• Content Management
• Logging In
• Dashboard
• Basic Page Management
• Managing Content
• Managing the Homepage
• Managing the News (Blog)
• Custom Features
  • Staff Directory
• Styling

What is Content Management?

Content

Throughout this training manual we will refer to the content of your site. Content is a broad term for the images, text, links, and any other interactive element contained within your site. Properly maintained content is the key to optimizing your site’s search engine ranking, giving it a better chance of appearing near the top of search results.

Content Management

Content Management involves making decisions, creating, and organizing content. You can create, edit, move or delete items within your site. We create a structure to get you started, but it takes ongoing effort to rank well in search. Our system is designed to easily aid in this process, and can be accessed from any modern browser, wherever you are.

Good Content

A prime page contains about 500 words, with at least 4 of them being unique keywords used at least 2 to 3 times each, preferably more. A keyword is a word or phrase in your content that makes it possible for people to find your site through a search engine like Google.

Having a few supporting images within the page improves your content. It doesn’t necessarily help for search, but it does help for readability, and to support your text. 

Another aspect of optimized content is internal linking. This is when you reference something on one page of your site, and link it to another page of your site.  It is important to link the actual words that describe the page you are linking to, as opposed to something like “Click Here”. For example, if you’re referring to your organization’s services, link the word “Services” to the services page rather than saying “Click here to learn more.”

Bad Content

Bad content is any combination of too few words, limited use of keywords, few or no images, and outdated information. It is important to monitor your site for these types of weak pages, as they hurt the overall effectiveness of your site. If you find a page like this, try to improve its content instead of removing the page.

Logging In

The Dashboard

After logging in, you will see the dashboard of your site. This area gives you an overview of your site and access to the intricate workings of the site. 

You will mainly be working in the Pages section to manage site content. Other areas you will touch on include Media: To manage images/files in the Library and Posts: to add news and events.

Basic Page Management

Main Edit Menu

Click into a page to use the editing menu in the upper left to manage page content.

1. Logo: Clicking on the logo takes you back to the list of pages on the Dashboard.
2. Block Inserter: Click to view all the types of blocks you can add, from headlines, paragraphs, lists, buttons, spacers and more. The new block will be added below the current block where your curser is placed. You can also drag and drop a block anywhere on the page.
3. Undo: undo previous changes
4. Redo: redo revisions
5. Document Overview: This is another way to see the structure of page content.

Page Settings

Open the page tab in the left settings panel

1. Status: choose whether a page is published, pending review, saved as a draft, private for editors, or scheduled for publishing.
2. Publish: automatically captures the current date/time the page was created, or set to a date in the future when the page should go live.
3. Slug: the editable part of the page URL—keep it short, relevant, and use only lowercase letters, numbers, and hyphens (no spaces or special characters).
4. Template: The template controls the navigation and header that displays on the page.
5. Parent: organize pages hierarchically by assigning a page to sit under another, helping structure your site’s navigation and breadcrumbs.
6. Move to trash: Delete the page only if you’re 100% sure it will never be needed in the future. Other options beside deleting would be setting to private, or making it a draft.

Feature Image

Open the sidebar Settings in the top right and select the Page tab. This is where you can manage the feature image for each page. The feature image will display directly under the page title. Landscape images display best.

Page Header

Open the sidebar Settings in the top right and select the Page tab. Scroll down to the Page Header section and click Add Image to change the background image of the page header. A width of 1920px or more displays best.

Managing Content

Editing Text

1. Click Pages in the left menu of the Dashboard. 
2. Locate your page in the list.
3. Hover over the page title to get options, and click Edit.
4. Make text edits in each section as needed.
5. Use the [+] button in the upper left to add content.
6. Use the text editor to style content as needed.
   • Change block type or style
   • Drag block to a different area on the page
   • Move the block up or down
   • Change text alignment
   • Bold
   • Italic
   • Link
   • More rich text controls
   • More options
7. Click the laptop icon in the upper right corner to Preview the page. Verify that everything looks as it should.
8. Click the Save button in the upper right corner to save your changes.

Adding a Link

1. Select meaningful text (nothing vague such as click here).
2. Click the Insert/edit link icon in the text editor. 
3. Insert a link into the field using one of these methods…
   • Internal Link: Start typing the title of the page and suggestions will appear. Select the page needed.
   • Outside Link: Copy the URL of the page and paste it into the field. When linking to another website, use the open in new tab toggle.
   • Email: Type mailto: in front of the email address. 
4. Click the Submit arrow button.

Adding a Button

• Click the [+] add block button in the upper left hand corner.
• Search for and select “Buttons”
• Enter your button text
• Link the button using the methods above

Inserting Images / Managing Media

Images may be added by clicking on the Media > Library link in the left column, and uploading all at once for placement later by adding them one at a time while editing a page.

Adding Images while editing a page…  

1. Place your cursor in the text above where you would like to show an image.
2. Click the [+] add block button and select add image.
3. Upload a new image, or select an image in the Media Library.
4. Once an image is selected, fill in the details on the right.
   • Alt Text: Such as “Photo of XXX” for ADA Accessibility standards.
   • Title: Can leave as title of image that was uploaded to the system.
   • Caption: Text will appear below the photo if it needs explanation. 
   • Description: NA 
5. Click Select
6. Change alignment to wrap image around text if needed.
7. With the image selected, click and drag the white dots to resize.
8. Update and test the page on the frontend.

Duplicating Blocks

Duplicating is useful for repetitive items.

1. Select the block you want to duplicate
2. Click the three dots on the right side of the text edit box.
3. Select duplicate
4. Replace content if needed

Managing the Homepage

Most homepage areas are editable. However, we encourage you to only change text and be careful not to edit code. Please email support@ideabankmarketing.com for assistance.

Managing the News (Blog)

Adding an article (blog post)

1. Click on Posts in the Dashboard.
2. Click on the Add New button.
3. Enter Content
4. Edit page settings
   • Category: GILH, CNLS, Trinity
     • Displays on designated homepage and news page
   • Page Header Image: Assign an image (1920px width or larger)

Blog Management

In the Posts area of your site you can also manage blogs.

1. Hover on a title and select one of these options…
   • Edit
   • Quick Edit
   • Trash
   • View
2. Use keywords to search a post in the upper right (not shown in screenshot).
3. Use Bulk actions to do things such as trash posts (not recommended).
4. Sort by Date or Category

Custom Features

Staff Directory

Styling

Maintaining consistent styling improves the look, clarity, and professionalism of your website.

Header 1

Header 2

Header 3

Header 4

Header 5

Header 6

Consistent heading use improves readability.

1. Select a paragraph block and change to a header or insert a new header block.
2. Click the “H2” icon to choose a heading level
   • Avoid using Heading 1 – Reserved for the page title only
   • Heading 2– For main sections
   • Heading 3 – For subsections

Notes

Quick Edit provides access to change…

1. Title
2. Slug: URL
3. Date: When published
4. Parent page
5. Order: NA
6. Template: Leave as is
7. Status: Published, Pending Review, or Draft

Non-editable items

The homepage is completely dynamic. If you need edits on this page please email support@ideabankmarketing.com.

Menus

If a page needs to be added to a menu, please email support@ideabankmarketing.com for assistance.

Image Preparation

• When uploading images to the system, it will automatically adjust the image to web standards. 
• If need be, you can crop the image within the system. This will override the original image.
• Images are found in the Dashboard by going to Media > Library.
• Homepage Slider: 1920 × 350 pixels