Creating and Customizing Forms in Advantage Creating and Customizing Forms in Advantage Creation Date: March 25, 2024 Created By: Oren Shapiro View most recent version # Advantage 1. Click on Form Manager 2. Click on Add new record 3. Enter Form Name 4. Enter the SEO name. This is your friendly URL. If you leave this blank the system will use the form name, but you may want a shorter name (friendly URL) or the URL might be messy with special characters. Create a short memorable name without spaces or special characters and replace spaces with dashes (-). 5. Enter CSS Classes If applicable. 6. Click on Form Fields This is where you will add your form fields, like requesting a name, email, phone number etc. 7. Select the Form Field in the Drop Down Menu 8. Click on Text Box As an example. 9. Click on Add Control 10. Edit the Form Field Click on the Pencil to edit the form field functions. 11. Enter the Name of the Field If collecting a Full Name enter something like "Name" but this could E-mail, Address etc. 12. Enter Label Text This is an identifier and usually the same as the Form Field Name. 13. Enter Container CSS Classes If applicable. 14. Enter Label CSS Classes If applicable. 15. Enter Control CSS Classes If applicable. 16. Checkoff if the Field is Required If applicable. 17. Enter Text for the Required Field Enter short text to notify user why the form is required. 18. Click on Send In Email: If you want this identifier to be sent in the email confirmation. 19. Choose between a Watermark or Label Choose between a Watermark or Label. Whether you want the "Name" to be a Watermark within the form field out a label outside of it. 20. Click on Message Content 21. Click Title Optional: Enter the title of your form. 22. Click on Footer Optional: Enter text that would appear at the footer of your form. 23. Click on Success Enter text that would appear at the successful completion of your form. 24. Click on Validation Failed Enter text that would appear if the form failed to validate. 25. Click on Failure Enter text that would appear if the form failed to submit. 26. Click on Email Messages 27. Click on Send Email to Submitter 28. Type "Form Completion" 29. Click on Send Email to Admin 30. Click on SMTP Configuration Enter your SMTP Configuration settings here. How to Use the Advantage News Manager Tool How to Use the Advantage News Manager Tool In this tutorial, we go over how to create a News Item using the News Tool Creation Date: March 25, 2024 Created By: Oren Shapiro View most recent version # Create a News Item on Advantage In this tutorial, we go over how to create a News Item using the News Tool 1. Click on Article 2. Click on Add new record 3. Enter the article name 4. Enter the SEO name. This is your friendly URL. If you leave this blank the system will use the news title name, but you may want a shorter name (friendly URL) or the URL might be messy with special characters. Create a short memorable name without spaces or special characters and replace spaces with dashes (-). 5. Select a Date for your event Click on Open the calendar popup. 6. Enter the article summary. A short description. 7. Enter the Author 8. Add an Image 9. Click on Taxonomy Here you can select the category and any tags that might apply. 10. Select Category Select the category in the drop down menu. 11. Enter Tags Start typing tags used before should start to auto suggest, or enter the tag you wish and click enter. You may enter more than one tag. 12. Click on Content This is where you will enter the body of you content. 13. Click on Content Using the WYSIWYG enter your article content details here. Create an Event using Advantage Create an Event using Advantage Creation Date: March 25, 2024 Created By: Oren Shapiro View most recent version # Creating an Event on Advantage In this tutorial, we go over how to create an Event using the Events Tool 1. Click on Events Under Content Manager (where all your tools are located). Click on Events 2. Click on Add new record 3. Enter your Event Name 4. Enter the SEO name. This is your friendly URL. If you leave this blank the system will use the event name, but you may want a shorter name (friendly URL) or the URL might be messy with special characters. Create a short memorable name without spaces or special characters and replace spaces with dashes (-). 5. Select a Date for your event 6. Select a time for your event 7. Check Accessible Event If applicable. 8. Check ASL Interpreters If applicable. 9. Enter an Event Fee If applicable. 10. Enter the URL for the Registration 11. Click on Taxonomy Here you can select the category and any tags that might apply. 12. Select Category Select the category in the drop down menu. 13. Enter Tags Start typing tags used before should start to auto suggest, or enter the tag you wish and click enter. You may enter more than one tag. 14. Click on Content 15. Enter a Location 16. Click on Short Description 17. Add an Image 18. Enter your content Using the WYSIWYG enter your event details here. 19. Click Publish How to Use the Advantage Blog Manager How to Use the Advantage Blog Manager In this tutorial, we go over how to create add a Blog entry. Please note your Blog Manager tool may differ in terms of features and configuration, the process is the same. Creation Date: March 26, 2024 Created By: Oren Shapiro View most recent version # Create a Blog Item on Advantage 1. Click on Blog 2. Click on Blog Post 3. Click on Add 4. Enter Blog Title 5. Enter Publish Date 6. Add a Blog Summary 7. Add Blog Author 8. Check Is Featured Here, you can check off if you want it to be featured or not. 9. Enter the SEO name. This is your friendly URL. If you leave this blank the system will use the blog title name, but you may want a shorter name (friendly URL) or the URL might be messy with special characters. Create a short memorable name without spaces or special characters and replace spaces with dashes (-). 10. Select Taxonomy Select your category and tags. 11. Add Images 12. Enter your Content 13. Editing Blog Categories Go to Blog Category 14. Click on Add 15. Enter Category Name Type in the new category you want to add and click Publish. Tool Preview In the Content Manager users have the ability to see an entry within a tool in its various states across their website. For example, if you have a product entry in your Product Manager, or an article in your News Article manager that you would like to preview, you select News Article in the menu and click the pencil icon for the article, when that loads you will click Actions button on the top right. Click on Preview and the preview window will load in a new tab of your browser with an additional panel located in the top left of the preview window. Once loaded, you will see every instance in your sitemap where the content, in this case the News Article, has been nested via its module counterpart (see image above). Green denotes active versions of the content and grey denotes draft versions of the content. This will allow the users to walk through their site and see selected content in various states without having to look for every instance where the module has been placed in the Page Manager’s Navigation Manager. Share a Preview Link In the top left corner of this preview there is the option to Create A Share Link by clicking on that button a link will pop up that the admin can copy and email to the appropriate users for review. If the admin wants to password-protect their preview URL, this is done by selecting the expiry duration from the drop-down, followed by typing in a password in the optional password field. Once the URL is shared, the recipient will be prompted to login before viewing the preview page. Emulator Along the top right of the preview window are the Emulator options. You can emulate how the page will render on a Desktop, Tablet, Tablet - landscape, Smartphone, Smartphone - landscape, by clicking on the corresponding icon.