TIPS & TRICKS
FOR EDITING YOUR SITE

Knowledge Base

Click here for access to the knowledge base and training videos.

Your Site's Pages

Click here to edit a page on your site, or go to Site Manager > Pages 
Find the page you want to edit, and click on the page name.
This will work for your generic content pages like about us and services. 

Menus

Click here to edit your site's menu, or go to Site Manager > Menu
Footer Menu is your quick links
Mobile Menu - what appears on a phone or tablet.  This should have all menu items on it.  

You can drag and drop items to move the menus around, like an outline.

Web Apps

Guests & Speakers
Services

Submitted Forms

Click here to view all submitted forms.
These forms are associated with certain workflows to be able to be emailed, but they are also stored in the CRM file.
You can filter the view by form or date.  

Never upload an image or document with spaces or characters the name.  They should be named like this Home-Photo-Team.  

Also, we have a file structure in the website to keep files organized. For example, if you add a new team member, you would upload their photo in the following folder.  /_assets/img/Team You can see all of these folders in the File Manager.   

Each page should have a H1 tag for SEO. 

If you want to highlight something on a page, bold it, do not underline as most users think this means hyperlink