Redesign Resources

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The following topics are those which clients often inquire about during the redesign process.  The material contained within these videos and pages are brief and are presented here so that it helps you better manage your site content. 

Consider sharing this page with other team members whom may also have responsibilities of managing site content; they may find this resource page helpful as well. 

 

How do I add and edit a News article?

Create and Manage News Articles - step-by-step documentation

Create and Edit News Articles - video

How can I change the way the News module is formatted/patterned?

Edit a Listing Module Display Format - step-by-step documentation

Apply A Custom Patterned Format To A News Module - video
*If you notice that some news articles are not populated in the TEST site news module, it may be due to the fact that those specific news articles were created on the LIVE site after iModules made a copy of your LIVE site to use as the TEST site.  If this is the case, communicate this information to your Project Manager in advance of your Launch date.  On the Launch date, you will collaborate with your Project Manager further if you need assistance in modifying the news module to display the proper news items on the homepage.

Change The Display Limit, Display Order, and Listing Types - video

 

How can I change the way the Events module is formatted/patterned?

Edit a Listing Module Display Format - step-by-step documentation

Apply A Custom Patterned Format To An Event Module - video
*If you notice that some events are not populated in the TEST site event module, it may be due to the fact that those specific events were created on the LIVE site after iModules made a copy of your LIVE site to use as the TEST site.  If this is the case, communicate this information to your Project Manager in advance of your Launch date.  On the Launch date, you will collaborate with your Project Manager further if you need assistance in modifying the events module to display the proper events on the homepage.

 

How can I change the site navigation or page properties?

Site Map / Page Properties - step-by-step documentation

Rearrange Content Pages - video

Rename A Page - video

Redirect A Navigation Link - video

 

How do I change the template being used for a page?

  • The Current Template will show the name of template being used for the page you are viewing. The   to the right of the dropdown will allow you to see what the template looks like. Make your selection in the Page Properties and Save.
  • The Children Template dropdown provides you with the available options. The template selected will be applied to all of the child pages that exist under the page you make the selection for. The   to the right of the dropdown will allow you to see what the template looks like. Make your selection in the Page Properties and Save.

Select A Content Template - video

 

What does the "inherited" value mean in the template area?

When you see "inherited" in the template dropdown area, it means that the template decision was made higher up in the site structure and then carried down.

For example, if you were to see something like the image below (#1) in your site, it would mean that the decision was made at root Home Navigation since root Home Navigation is the parent page to Content Modules.

Image #1:

 

In Image #2 (below), you can see that at root Home Navigation, the Children Template dropdown had a selection applied to it. In this example, Content Modules is then "inheriting" the template it should use from a decision made higher up in the site structure (root Home Navigation).

Image #2:

 

How do I assign administrative rights?
There are two different areas to assign administrative rights. Depending on what you need the admins to do, you may need to work in only one of the areas or you may need to work in both.

Assigning both types of administrative rights - video

Content Admins

Content Admin Rights Overview

Manage Content Admins - step-by-step documentation

Administrative Rights (gold key)

Assign Administrative Rights - step-by-step documentation

Explanation of Administrative Rights


How do I make my Detail Pages mobile friendly?

We have put together HTML that you can copy/paste into the appropriate Detail Page content editor to to make your Detail Pages mobile friendly.

Event Detail Page Layout

Activity Event Detail Page Layout

Membership Detail Page Layout

Donation Detail Page Layout

 

Top Five Suggestions for a Smooth Site Redesign

Please download this PDF article covering the top suggestions for a successful redesign

 

Testing your redesign    

Test your redesign by examining the site in various browsers (Chrome, Firefox, Internet Explorer)

Look at your redesign site on various devices (smartphone, tablet, desktop)

Review existing forms to make sure the redesign is compatible with Giving forms (and Membership forms if applicable).  Sometimes the redesign header and footer need slight adjustment if the forms are not displaying correctly; if this is the case, add any action items on the revision spreadsheet.

Email Templates created by iModules

If the iModules Design team has created email templates for you in Encompass, this video is a "must watch". A designer will take you through the various parts and pieces of editing and working with an email template designed by iModules. You will be prompted to enter your first and last name as well as your work email address.

 

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