Managing Site Content

Users who have permission to edit site content can do so by selecting the “Content” link in the navigation bar. If there are multiple front-end sites configured for an organisation, you will also be shown a list of the sites with the different CNAME settings needed - select a site to choose which one to edit.

Sites can have three types of content: support articles, campaigns, and uncategorised pages. A site can also have a site notice configured, which appears in a banner across the top of the page. This could be used to notify reporters of longer responses in closure periods such as holidays, etc. This banner can be set up using the site settings feature described on the Branding page.

You can also choose to hide your reporting site from search engines using the option on the general tab on the site settings page. Although major search engines honour this request, there is no guarantee of this, and it may take some time for any changes to be picked up by these search engines.

Watch our video on how to manage your site content here.

Editing forms

Click here to view a video on how to edit your form wording.

On the content tab in the menu, you'll see the forms that you have on your platform. You can drag and drop your form buttons, which will reorder your form on your reporting site.

To go into the form editor, click on one of the forms which will bring up our form editor. This will allow you to edit the content that a reporting party will see at the top of the pages in your reporting forms.You can also change the button title on this page.

If a page on your form doesn't have an introduction text, the box will be blank. You can an introduction to any page on your form. Below the introduction text box, you will see an overview of the questions on that page.

You can add links to other forms in your introduction text. To do this, use the add cross form links button. To do this, type the text in the introduction text box, highlight the text you wish to link and select the add a cross link button. This will then allow a reporting party to change the form they wish to use. ]

You can also edit the text that appears on the Thank You page of your form. There is an additional feature here, which will allow you to add the report number to the page.To do so, copy the snippet of code into your editor. This will enable the report number to be seen by the reporting party.

Support Articles

Support articles are placed into categories. When first setting up your site, you will need to create the appropriate categories for your support articles. You can do this by clicking the “Add New Category” button which appears after the final category, if some already exist.

Please give your category a name, and then upload an image in JPEG or PNG format of width 770px and height 440px using the upload button (please see the System Customisation Requirements https://indd.adobe.com/view/0da24886-fce8-43d3-8eae-21af980f63e5 for more information and examples). You can now save your category. In the event you need to change these details, the “Edit category” button next to category name on the Sites page will allow you to change these details.

To create a new article, select the Create New Article button at the end of the article list in the category you wish to create the article in. On this page, you can give your article a name, enter your content, and then when your content is ready, select the published checkbox and save. If you need to work on the article before publishing it, you can leave the published checkbox unchecked and then come back and change it at a later date. Content without the published checkbox ticked will not appear on the site.

To edit an article that already exists, select the article name from the list on the Sites page. Please see the Editing Content heading below for more information on how to edit content.

Articles can be re-ordered by grabbing it with your mouse and then moving it around the list. By default, only the top 6 will appear on the homepage and support page, with the others only being visible if the category name is selected.

Campaigns

To create a new campaign, select the Create New Campaign button at the bottom of the campaign list on the Sites page. On this page, you can give the campaign a name and a subtitle. The subtitle appears on the campaign images on the homepage and campaign list page. You must also upload an image which will appear as a thumbnail for the campaign (please see the System Customisation Requirements https://indd.adobe.com/view/0da24886-fce8-43d3-8eae-21af980f63e5 for more information and examples).

You can then create the content that will make up your campaign. Two checkboxes are also used, one for whether or not this campaign is visible on the homepage (if it is not visible, it’ll remain on the Campaigns page), and whether or not it is published (if it’s not published, it will not appear on the site at all).

Campaigns can also be set to link to an external site (for example, a campaign hosted on your main website). To have this type of content, change the Campaign Type dropdown to “External link”. Users clicking on the campaign will then leave the Report + Support website.

To edit a campaign that already exists, select the campaign name from the list on the Sites page. Please see the Editing Content heading below for more information on how to edit content.

Campaigns can be re-ordered by grabbing it with your mouse and then moving it around the list. By default, only the first 5 will appear on the homepage (if selected). The top campaign appears larger than the others, and on the full campaigns page, the 6th campaign onwards will appear smaller.

Pages

Pages are used to manage content that does not fit into either of these two categories. This is typically for content such as privacy policies etc. These are usually pre-created for you by Culture Shift. A page consists of a title and body (see the Editing Content section below).

To create a new page, please select “Create new page” from the end of the page list on the Sites page, or to edit an existing page, select the title of the page from the list.

Insights reports

See the Insights reports documentation.

Editing Content

The content editor for Report + Support provides a user with some basic editing features. It also supports copying/pasting text from external editors such as Word if the content is already pre-prepared. To format text, highlight it with the mouse and use the buttons in the toolbar to apply formatting.

To insert an image into an article, a JPEG or PNG file can be dragged/dropped into the correct place in the article, or through clicking the image icon in the editing toolbar above the editor field. Other files can also be dragged and dropped, but they will appear as broken images in the content and will not be correctly uploaded. Only image files are supported. Once an image is uploaded, it will be virus scanned and this process can take several seconds. Overly large images will also be resized to a smaller size when uploaded.

Images also have captions, which are used to support users of assistive technologies (such as the partially sighted). This appears directly underneath the image in the editor and defaults to the filename of the uploaded file - please enter an appropriate caption for each image to assist these users.

The editor also allows users to embed code snippets, which can be used to support external content such as videos. To use this feature, please obtain an embed code snippet from the site you wish to use, and then select the “embed snippet” button in the toolbar (the rightmost button with the angle brackets). This will prompt you for the code snippet. Paste it into the box and select “Insert snippet” to add this type of content to your article.