How to Manage Navigation: Links, Menu, Footer
This section includes guidelines on Link, Menu and Footer management.
Links
You can view, add, edit, delete, import and export links.
You can view at what hierarchy levels the link is used by clicking ‘Used by’ button - a pop up will be opened on click:
Add a Link
From the CMS, select Navigation from the sidebar, then select Links. The links manager screen appears.
Select the + Add button. The link fields below become active.
Fill in the required fields:
Field Title
Type
Is Mandatory?
Description
Name
Input
Yes
Unique identifier for the link in CMS. Not seen anywhere else
Href
Input
Yes
The URL of the page the link goes to.
Alt.
Input
No
The text that appears on hover
Hide Link For
Multiple selection dropdown
Yes
Shows what user/subscriber categories the link should be shown to (hidden from). By default the link is shown to all users. Please see more info in the Access Restriction for User Types section below
Active
Toggle
Yes
If set Active=False then the link wouldn’t be displayed at the Subscriber Concierge Site
Title
Input
Yes
The link title that would be displayed to the end user on SubCon Site
Target
Single selection dropdown
Yes
Allows to choose whether the link should be opened at the same window/tab or in the new window/tab
Class
Input
No
A custom class set to style the link
Image
Input
No
Displays the URL of the Image added (manually or via ‘Image Gallery’ button)
Before using images in this section, please remember that they should be first uploaded to Images section.
4. Select Save.
Access Restriction for User Types
Active Subscribers
A user that has a subscription with Billing Status = ‘Active’
SelectedSubscription.sub_status = ‘L’
All Known Users
A logged out user
based on cookies
All Unknown Users
A logged out user
based on cookies
Auto Pay Subscribers
A logged in user, linked to a subscription on auto-renew (EZPay)
SelectedSubscription.isEZPay = true
Comp Subscriptions
A logged in user, linked to a comp subscription
SelectedSubscriptionKind = Comp
Digital Subscribers
A logged in user, linked to a subscription that is digital only (determined by cleint product setup)
SelectedSubscription.BaseProduct.IsDigital = true
eBill Subscribers
A logged in user, linked to a subscription that is opt-in for eBilling
SelectedSubscription.haseBill = true
External Payment Subscribers
A logged in user, linked to a subscription that is not coming from Circ. These subscriptions typically are InApp subscriptions i.e. Apple & Google stores
SelectedSubscription.PaymentMethodType IN (PayPalExpress, iTunes, GooglePlay)
Future Subscriptions
A logged in user, linked to a subscription that has a future start date.
SelectedSubscription.sub_status = ‘F’
In Grace Subscriptions
A logged in user, linked to a subscription that is in grace period
SelectedSubscription.sub_status = ‘E’
Lite Subscription
A logged in user, linked to a lite subscription
SelectedSubscriptionKind = Lite
Multiple Subscription
A logged in user, linked to multiple subscriptions
Non-Selected Subscription
A logged in user who is on /selectAccount page and has not chosen which subscription to manage yetSelectedSubscription is null
SelectedSubscription is null
Non-Cancel States
A logged in user who is identified as in a state where cancel subscription link should not be visible. The list of valid states for cancel was defined in client's Implementation Docs
Non-Subscribers
A logged in user that doesn't have any linked subscription
One Subscription
A logged in user, linked to a single subscription
Paused Subscription
A user that has a subscription with Billing Status = ‘Paused’
SelectedSubscription.sub_status = ‘V’
Pay By Invoice Subscriber
A logged in user, linked to a subscription paying by invoice i.e. not signed up for auto-renew
SelectedSubscription.isEZPay = false
Print Subscribers
A logged in user, linked to a print subscription (determined by client product setup)
SelectedSubscription.BaseProduct.IsPrint = true
Stopped Subscribers
A logged in user, linked to a Stopped subscription
SelectedSubscription.sub_status = ‘S’
Subscription Guests
A logged in user, linked to a Subscription as a Guest
link just in RegistrationSubscriptions table
Subscription Owners
A logged in user, linked to a Subscription as an Owner
link in both RegistrationSubscribers & RegistrationSubscriptions tables
Trial subscriptions
A logged in user, linked to a trial subscription
SelectedSubscriptionKind = Trial
Zip only subscriptions
A logged in user, linked to a zip only subscription
Please note that there is additional CMS generic restriction in MG2 Control Setting called “Non-Cancel States” - this restriction was introduced as some states approve a law to force every website to allow users to cancel their subscription through the site where they purchased it. So users from “Non-Cancel States” will be able to see the link to the ‘Cancel Subscription’ page even it was hidden from them using categories above
These access restrictions are built to be understood as ‘OR’ statements when there are multiple TRUE values. Some of the access restrictions are intended to be more specific and some are more general. Consuming applications should be built to respect the broadest TRUE given and disregard a FALSE for a more specific setting.
Example 1
Hide this Link for: All Active Subscribers
This should be understood that the link is meant to be hidden for all active subscribers. If a user is in an unknown state, they should see this link as there is not enough information to determine if they are an active subscriber. If a user is an active digital subscriber the link should still be hidden as they fit under the active subscriber classification.
Example 2
Hide this Link for: All Active Subscribers, Stopped Subscribers
This should be understood that the link is meant to be hidden for all active and stopped subscribers. It will only be shown to unknown users and users that are logged in but did not subscribe.
Edit a Link
From the CMS, select Navigation from the sidebar, then select Links. The links manager screen appears.
Select a link from the Select a Link drop-down menu. That links information populates in the fields below.
Perform your desired edits, then select Save.
Delete a Link
From the CMS, select Navigation from the sidebar, then select Links. The links manager screen appears.
Select a link from the Select a Link drop-down menu. That links information populates in the fields below.
Select the Delete button. The link is removed from your SubCon Site.
Menu
In the Menu subsection you can manage Menu - the groups of links.
The three types of Menu include:
Billing Menu - links dealing with billing info;
NavBar - shown at the top of the page;
Subscription Menu - contains all the useful links to manage subscription.
The image below represents how they look at Subscription Concierge Site (also called Self-Service portal):
You can create, edit, delete menu, as well as assign links to a menu.
Create a menu
From the CMS, select Navigation from the sidebar, then select Menu. The menu manager screen appears.
Under the Links Assignment container, select the + Add button. The link menu fields below become active.
Fill out the required fields, then select the Save Icon button. Your menu now appears in the Menu drop-down list, and you can add links to it.
Assign Links to a Menu
From the CMS, select Navigation from the sidebar, then select Menu. The menu manager screen appears.
Under the Links Assignment container, select a menu from the Menu drop-down list. The available links appear in the Available Links container to the left, and your menu's links container appears to the bottom.
Drag the desired links from the Available Links container to the Menu Links container. Arrange them to your desired order.
4. Once finished, select Save.
Edit a Menu
From the CMS, select Navigation from the sidebar, then select Menu. The menu manager screen appears.
Under the Links Assignment container, select a menu from the Menu drop-down list. Your menu's links information appears.
Perform any desired changes, then select Save.
Delete a Menu
From the CMS, select Navigation from the sidebar, then select Menu. The menu manager screen appears.
Under the Links Assignment container, select a menu from the Menu drop-down list.
Select the Delete button.
Footers
Once you have created your links, you can manage your footer. A footer can have multiple columns, each with multiple links. The columns appear horizontally, while the links stack vertically underneath each column.
If you use only a single column, the links will align vertically into a row.
Create a Footer Column
From the CMS, select Navigation from the sidebar, then select Footer. The footer management screen appears.
Select the + Add button from the Link Assignment container. The column creation window appears.
Enter a name for your column, then select Confirm. Your new column appears in the Link Assignment container.
Assign Links to a Column
From the CMS, select Navigation from the sidebar, then select Footer. The footer management screen appears.
Drag and arrange Available Links into the desired footer. The order in which you arrange the links is the order in which the links will appear on the SubCon Site.
Arrange the Order Of the Footer Columns
From the CMS, select Navigation from the sidebar, then select Footer. The footer management screen appears.
Navigate to the Footer Columns Display Order container, then arrange your footer columns. The top-most column appears on the left of your SubCon Site, while the bottom-most column appears to the right of your SubCon Site.
Select Save.
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