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Most clients prefer to put FAQ section to their .com site. At the same time Subscribe gives you the option to easily create FAQ sections on your Subscriber Concierge Site. To create an FAQ section, you will need to complete the following steps:
Create an FAQ group (category, such as "Home Delivery" or "Billing");
Create FAQ questions and answers, then assign those questions to the FAQ group.
From the CMS, select FAQ in the sidebar. The FAQ management screen appears.
Under the Groups container, select the + Add button. An FAQ Group row becomes active in the table below.
Add a name to the group, then toggle Active to On.
Select Save from that row.
From the CMS, select FAQ in the sidebar. The FAQ management screen appears.
Under the Groups Display Order container, arrange your groups' order. The top-most box appears to the right while the bottom-most box appears to the left.
Once finished, select Save.
From the CMS, select FAQ in the sidebar. The FAQ management screen appears.
Under the Questions & Answers container, select the + Add button. An FAQ question and answers row becomes active in the table below.
Select the group that the question/answer belongs to.
Enter the question in the Question field, then enter the answer in teh Answer field.
Determine whether you want the question to be active, then select Save.
To manage pages and segments, it is necessary to complete the following steps:
Create a page
Create a segment
Assign a segment to a page
Edit the content of the segment
The procedures below show you how to accomplish each of these tasks.
As a general overview, in the admin section, you can create, edit, delete, and assign/unassign pages and segments. In the content section, you can edit the content of already created segments. The content manages what the segment actually looks like on the SubCon Site.
You can also import/export segments in XML.
From the CMS, select Admin from the sidebar, then select Page/Segment Mngmt. The page and segment management screen appears.
Select the + Add button in the Page Management container. The page fields become active.
Fill in the following fields:
Name - the unique name of the page;
URL - the URL of the page;
Active - toggle to either On or Off to determine whether the page will be active
4. Select Submit.
From the CMS, select Admin from the sidebar, then select Page/Segment Mngmt. The page and segment management screen appears.
Select a page from the Page drop-down menu.
Select the Delete button.
Confirm that you wish to delete this page, then select Confirm.
From the CMS, select Admin from the sidebar, then select Page/Segment Mngmt. The page/segment management screen appears.
Select the + Add button in the Segment Management container. The segment fields become active.
Fill in the following fields:
Name - the segment's unique name;
ControlId - the segment's control id;
Description - a description of the segment
4. Select Submit.
From the CMS, select Admin from the sidebar, then select Page/Segment Mngmt. The page and segment management screen appears.
Select a segment from the Segment drop-down menu.
Select the Delete button.
Confirm that you wish to delete this segment, then select Confirm.
From the CMS, select Admin from the sidebar, then select Page/Segment Mngmt. The page/segment management screen appears.
Select a the desired page from the Assign Segments container. The assigned segment field becomes active, and all (if any) currently assigned segments appear.
Select some empty space in the field and a drop-down with the available segments appears.
Either search or begin typing, then hit your return key once you locate your desired segment. The segment is now assigned to the page.
From the CMS, select Admin from the sidebar, then select Page/Segment Mngmt. The page/segment management screen appears.
Select a the desired page from the Assign Segments container. The assigned segment field becomes active, and all (if any) currently assigned segments appear.
Select the X that corresponds with the desired segment. The segment is now removed from the page.
From the CMS, select Content from the sidebar. The content management screen appears.
Choose the desired page from the Filter by Page drop-down menu. Every segment assigned to that page appears in a table.
Navigate to the desired segment and select Edit. The fields become active.
Edit the segment's content and, once finished, select Save.
Before using images in this section, please remember that they should be first uploaded to Images section.
From the CMS, select Content from the sidebar. The content management screen appears.
Select the Options drop-down, and choose Import. The import dialogue appears.
Select the Select File button, then choose an XML file to upload.
Note: Currently, this system only consumes XML.
4. Select Import, then confirm that you have selected the correct file and select Import.
From the CMS, select Content in the sidebar. The content management screen appears.
Select the Options drop-down, and choose Export.
Choose how or where you would like to save your exported XML.
Below you can find the CMS 3.X segments mapping for the most common SubCon Site pages:
The home page is either a secured or non-secured landing page:
The dashboard page allows users to manage their subscription and billing information.
The complaint page allows users to submit complaints regarding delivery issues.
The feedback page allows users to submit feedback.
The eBill sign-up page allows users to enroll in paperless billing.
The change address page allows users to either change their address (now) or schedule a change of address.
The vacation page allows users to temporarily pause their subscription for the instance of a vacation, or some other reason.
The autopay sign-up page allows users to enroll into autopay.
The cancel subscription page allows users to cancel their subscriptions.
The select account page allows users to switch between various accounts. This page appears when a customer logs in and owns more than one subscription.
The verify account page allows users to verify their account.
The payment page allows users to either manage the current payment method used in Autopay or switch back to an invoiced system.
The restart subscription page allows users to restart their subscription.
The share subscription page allows users to share their subscription with others.
The update payment options page allows users to update their payment methods.
You can easily manage the Rewards section. Rewards appear on the homepage below any benefits to customers currently logged in.
Rewards can be added, edited, and deleted.
When you add a Reward it automatically adds to the highest hierarchy level and becomes available at all the other levels.
From the CMS, select Rewards from the sidebar. The rewards management screen appears.
Select the + Add button. The reward fields become active.
Fill in the required fields:
Field Title
Type
Is Mandatory?
Description
Title
Input
Yes
Title of the Reward message
Text
Input
No
More information about the Rewardб is displayed at Reward details page (opened if the user selects a reward
Image
Button that opens dialog window
No
The image that represents a Reward; there’s no ‘Reward’ category but the Images from all the other categories can be used. It is strongly recommended to use Images from Benefit category as they have the same recommended size/resolution
Name
Input
Yes
Reward name, should be unique
Subtitle
Input
No
Reward subtitle, shown at the bottom of the Reward clickable, redirects to the page provided by the link
Sub Text
Input
No
Reward subtext, is displayed at Reward details page (opened if the user selects a reward
Link
Input
No
Makes the Reward clickable; when user clicks on a Reward then they are redirected to another page provided by the link
Reward Category
Single selection dropdown
Yes
The reward could be either free or require a user to complete a contest to get it
Total tickets available
Input
Yes
The count will reduce as rewards are redeemed; digits only
Display For
Checkbox group
Yes
Indicates what user categories the Reward should be shown to, at least one has to be selected. By default nothing is selected.
Before using images for a reward, please remember that they should be first uploaded to Images section.
4. Select Submit.
From the CMS, select the Reward from the sidebar. The reward management screen appears.
Choose the desired reward from the Select a Reward drop-down.
Edit the desired fields.
Select Submit.
From the CMS, select the Reward from the sidebar. The reward management screen appears.
Choose the desired reward from the Select a Reward drop-down.
Navigate to the Display Settings section, then edit the following fields:
Active - toggles whether the reward is currently active;
Scheduled - if set to On, then Start/End dates appear. After you select a date, AM/PM times appear;
Term - determines how often the reward appears (e.g, once, daily, weekly, or monthly).
4. Select Submit.
From the CMS, select Reward from the sidebar. The reward management screen appears.
Choose the desired reward from the Select a Reward drop-down.
Select the Delete button.
Confirm that you wish to delete this reward, then select Confirm.
You can easily add, update, and delete benefit statements, as well as arrange their display order. Benefits display on the home page, and you can choose whether they appear to users not currently logged in.
When you add a Benefit it automatically adds to the highest hierarchy level and becomes available at all the other levels.
From the CMS, select Benefits from the sidebar. The benefit management screen appears.
Select the + Add button. The benefit fields become active.
Fill in the required fields:
Field Title
Type
Is Mandatory?
Description
Title
Input
Yes
Benefit title, should be unique
Text
Input
No
Benefit text, contains more info about the Benefit
Image
Button that opens dialog window
No
Benefit image, represents the Benefit
Name
Input
Yes
Benefit name, should be unique
Subtitle
Input
No
Benefit subtitle, shown at the bottom of the Benefit, clickable, redirects to the page provided by the link
Link
Input
No
Makes the Benefit clickable; when user clicks on a Benefit then they are redirected to the page provided by the link
Image Position
Single selection dropdown
No
Benefit Image position (Left aligned or Right aligned)
VideoLink
Input
No
Adds the ability to play the video via Benefit. The Benefit will look as a Thumbnail with a 'Play' icon over it. Please note that only youtube links are supported
Active
Toggle
Yes
Active Benefit will be consumed by the SubCon Site while NOT Active Benefit wouldn’t be displayed at SubCon ite pages; default=Off
Display for
Checkbox group
Yes
Indicates what user categories the Benefit should be shown to, at least one has to be selected. By default nothing is selected.
Before using images for a Benefit, please remember that they should be first uploaded to Images section.
To play the video in a Benefit Videos should be uploaded to the external storage, not CMS
We do not recommend using Video and Image (as a background one) together in one Benefit. If you still want to do that please use a transparent Image
4. Select Save.
From the CMS, select the Benefits from the sidebar. The benefit management screen appears.
Choose the desired benefit from the Select a Benefit drop-down.
Edit the desired fields.
Select Save.
From the CMS, select Benefits from the sidebar. The display order screen appears below.
Drag the benefits into the desired order. The top-most position displays on the left and the bottom-most position displays on the right.
Select Save.
From the CMS, select Benefits from the sidebar. The benefit management screen appears.
Choose the desired benefit from the Select a Benefit drop-down.
Select the Delete button.
Confirm that you wish to delete this benefit, then select Confirm
The goal of this guide is to explain how to create a new page from scratch and fill it with all the content you'd like. The main steps would be:
create a blank page
create segments, fill them with content and assign them to the page
add menu
add footer
Make sure you have Admin permissions in CMS
From the CMS, select Admin from the sidebar, then select Page/Segment Management. The page and segment management screen appears.
Select the + Add button in the Page Management container. The page fields become active.
Fill in the following fields:
Name - unique name of the page;
URL - URL of the page;
Active - toggle to either On or Off to determine whether the page will be active
4. Select Submit.
From the CMS, select Admin from the sidebar, then select Page/Segment Management. The page/segment management screen appears.
Select the + Add button in the Segment Management container. The segment fields become active.
Fill in the following fields:
Name - unique name of the segment;
ControlId - control id of the segment;
Description - description of the segment;
Content - the content of a segment;
4. Select Submit.
A Segment can contain not only plain text but also Attributes and Images that should have been previously uploaded to the Images section. For more information on pages and content management please check this tutorial.
You can create, edit, or delete menu, as well as 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 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.
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.
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.
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.
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.
To get more info on navigation management, please have a look at the tutorial.
You can easily create, edit, delete, import, and export attributes from the CMS.
1. On the CMS dashboard, select Attributes in the sidebar. Every attribute appears in a searchable table.
2. Select + Add. The attribute creation row appears at the top of the table.
3. Fill in the required fields, then select Save.
When you add an Attribute, it automatically adds to the highest hierarchy level and becomes available at all the other levels.
Field Title
Type
Description
Name
Input
The name of the Attribute, should be unique.
Type
Single selection dropdown
The Attribute type, there are following options:
String - to be deprecated as the functionality was replaced by Character Type
Character - text message, e.g. text, phone number, email, URL etc.
Boolean - YES/NO value
Integer - number
Wysiwig - formatted text, text at the SubCon Site pages will look exactly how it looks in WYSIWIG editor
Active
Toggle
Active Attribute will be consumed by the apps while NOT Active Attribute wouldn’t be displayed at in the apps; default=Off
SystemRequired
Toggle
Required for the system to work correctly, cannot be deleted
Value
Depends on the Type selected
The value of the Attribute
From the CMS, select Attributes in the sidebar. Every attribute appears in a searchable table.
Navigate to the desired attribute in the table (a search bar is available), then select Edit.
Edit your desired fields, then select Save.
From the CMS, select Attributes in the sidebar. Every attribute appears in a searchable table.
Navigate to the desired attribute in the table (a search bar is available), then select Delete.
Confirm your decision and select Confirm. The attribute is removed from the table.
This tool is for all the attributes, and will override existing attributes if used.
From the CMS, select Attributes in the sidebar.
Select the Options drop-down, and choose Import. The import dialogue appears.
Select the Select File button, then choose an XML file to upload. Note: Currently, this system only consumes XML.
Select Import, then confirm that you have selected the correct file and select Import.
From the CMS, select Attributes in the sidebar.
Select the Options drop-down, and choose Export.
Choose how or where you would like to save your exported XML.
This section includes guidelines on Link, Menu and Footer management.
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:
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Newspaper Management subsection of the Admin section allows to create/edit Newspapers and Newspaper Groups. The form looks different for the different hierarchy levels:
at the Newspaper level (see the form at the top) the user is able to create/edit a Newspaper;
at the Newspaper Group level (see the form at the bottom) the user is able to create/edit a Newspaper Group.
You can easily add, edit and delete newspapers and newspaper groups in the CMS.
From the CMS, select Admin from the sidebar, then select Newspaper Management. The newspaper management screen appears.
Select the + Add button. The newspaper fields become active.
Fill in the required fields
4. Select Save.
From the CMS, select Admin from the sidebar, then select Newspaper Management. The newspaper management screen appears.
Select the desired newspaper (division) from the Select a Division drop-down menu. The newspaper's information populates in the fields below.
Perform your desired edits, then select Save.
From the CMS, select Admin from the sidebar, then select Newspaper Management. The newspaper management screen appears.
Select the desired newspaper (division) from the Select a Division drop-down menu.
Select the Delete button. The newspaper is removed from your system.
NEWSPAPER GROUP NOTE: To create, edit, or delete a Newspaper Group, follow the preceding procedures at Newspaper Group Level of the CMS Hierarchy.
The CMS automatically determines whether the entity is a Newspaper or Newspaper Group from the CMS Hierarchy level.
Slideshows are photo reels that appear on your Subscriber Concierge Site's homepage.
The Slideshows can be created, edited, deleted, imported and exported.
When you add a Slideshow it automatically adds to the highest hierarchy level and becomes available at all the other levels.
From the CMS, select Slideshow from the sidebar. The slideshow manager appears.
Select the + Add button. The slideshow fields become active.
Fill in the required fields:
4. Navigate to the Slideshow Images portion, and drag an image into the slideshow.
Before using images for a slideshow, please remember that they should be first uploaded to Images section.
5. Add or fill in a link to make the image clickable (optional)
6. Select Submit.
From the CMS, select Slideshow from the sidebar. The slideshow manager appears.
Select a slideshow from the Slideshow drop-down menu. That slideshow's details populate.
Edit your desired fields, then select Submit.
From the CMS, select Slideshow from the sidebar. The slideshow manager appears.
Select a Slideshow category and drag&drop the image you want. Images will be displayed in the Slideshow according to their order in the Slideshow Images section.
3. Select Submit.
From the CMS, select Slideshow from the sidebar. The slideshow manager appears.
Select a slideshow from the Slideshow drop-down menu. That slideshow's details populate.
Toggle Scheduled to On. A Start/End field appears. Once you choose a date, an AM/PM selection appears.
Select Submit.
From the CMS, select Slideshow from the sidebar. The slideshow manager appears.
Select a slideshow from the Slideshow drop-down menu. That slideshow's details populate.
Select the Delete button, then confirm your decision and select Confirm.
Image - please see the section for details
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 section below
Images that don’t belong to Slideshow category cannot be added to the slideshow. For more information about Images and their categories please see the section.
Field Title
Type
Is Mandatory?
Description
Name
Input
Yes
Entity (Newspaper or Newspaper Group) name; should be unique
Parent Division
Dropdown
Yes
Shows parent entities for the current entity (i.e. Root - for the Newspaper Group, Newspaper Group for the Newspaper Group)
Paper Code
Input
Yes
The code of the Product; available at Newspaper Group level only
SpUrl
Input
Yes
The Subscription Panel URL user will be redirected to if they click ‘Subscribe’ on SubCon Site; available at Newspaper Group level only
Default Subscriber Concierge Admin Presentation
Dropdown
No
Available at Newspaper Group level only
Id
Input
Yes
The unique identifier of the entity
Active
Toggle
Yes
Indicates whether the entity will be displayed to the end-user
Field Title
Type
Is Mandatory?
Description
Name
Input
Yes
Slideshow title, should be unique
Active
Toggle
Yes
If set Active=False then the Slideshow would exist but wouldn’t be displayed at the Subscriber Concierge Site; default = False
Page
Single selection dropdown
No
The page that will have the Slideshow; contains the list of all Subscriber Concierge Site pages; not supported for Subscriber Concierge Site 3.0 and higher
Display For
Checkbox Group
Yes
Shows what user categories the Slideshow should be shown to. By default nothing is selected.
This section of the guide contains tutorials, how-tos, and reference material for the CMS. Here you will find in depth information for working with the CMS.
This section covers the following topics:
Before using images anywhere in CMS they should be uploaded to Images section. The images could be then used for Attributes, Benefits, Links, Slideshows, RSS, Social media and Subscription Panel.
To use an image for a certain category you should first assign the image to it by ticking the checkbox(es) in a ‘Category Assignments' column of the ‘Upload’ subsection. There are several default categories but you can also add a custom one in ‘Image Manager’ subsection.
The default categories cannot be deleted and are named in accordance with the purpose of usage:
Attribute
Benefit
Link
Lockup
RSS
Slideshow
Social
Subscription Panel
At the right-hand panel you can preview the images and filter them by category - you can choose a specific category to see all the images assigned to it or ‘All’ to see all the images.
An image can be assigned to multiple categories at the same time. If you filter by a specific character then all the images assigned to the category will be displayed with no regards if they were assigned to other categories than the chosen one or not.
From the CMS, select Image from the sidebar, then select Upload The image uploader screen appears.
2. Select the + Add files button, then choose the images files you want to upload. The image appears in the image queue and provides information.
Image upload requirements:
maximum file size is 5 Mb;
only images are allowed - file should have JPG, PNG or GIF extension
3. For each image, fill in the following fields: Category assignment - determines where the image will be used Alternate text - optional, but adds image description text
4. Select either Start Upload to upload all images in the queue, or Start next to an image in a row to upload that single image.
From the CMS, select Image from the sidebar, then select Manager The image manager screen appears and displays all of your uploaded images.
(Optionally, filter your images by category by selecting an image category.)
Navigate to the desired image and hover your pointer over it.
Select the Pencil/editing icon. The image editing screen appears.
Make your changes, then select Save Changes.
From the CMS, select Image from the sidebar, then select Manager The image manager screen appears and displays all of your uploaded images.
(Optionally, filter your images by category by selecting an image category.)
Navigate to the desired image and hover your pointer over it.
Select the Magnifying Glass icon. The image appears in a modal.
However your pointer to the left/right of the image and select the Arrow button to navigate through your images. Otherwise, select the X to close the screen.
From the CMS, select Image from the sidebar, then select Manager The image manager screen appears.
Select the + button next to the image categories. A text field appears.
Fill in the text field with the name of your category, then select the Save Icon.
From the CMS, select Image from the sidebar, then select Manager The image manager screen appears and displays all of your uploaded images.
(Optionally, filter your images by category by selecting an image category.)
Navigate to the desired image and hover your pointer over it.
Select the X icon. The image deletion screen appears.
Confirm that you want to delete this image, then select Confirm.
Subscribe allows to create and manage custom notifications and their content. The creation of the actual notification is done from the CMS Admin section. We recommend to address your implementation manager to create notifications for you. After the notifications has been created, their content (i.e. the actual notification message displayed to the user) can be easily managed from the Notifications section.
From the CMS, select Admin from the sidebar, then select Notification Management. The notification management screen appears.
Select the + Add button. The notification fields become active.
3. Fill in the required fields:
Field Title
Description
Comment
Lookup Name
Notification name the will be shown in the ‘Notification’ dropdown
Should be unique
Pages
The page(s) where the notification will be displayed
Type
Notification type; each type has its own design
error
info
neutral
success
tip
warning
Description
A brief description of the notification message
e.g. "This message indicates the user is already subscribed"
4. Select Submit.
From the CMS, select Admin from the sidebar, then select Notification Management. The notification management screen appears.
Choose the desired notification from the Notification drop-down menu. The fields populate with that notification's information.
Complete your desired edits, then select Submit.
From the CMS, select Notifications from the sidebar. The notification content management screen appears.
Choose the desired page from the Filter by Page drop-down menu. Every notification assigned to that page appears in a table.
Navigate to the desired notification and select Edit. The Message field becomes active.
Enter a notification message into the Message field, then select Save.
From the CMS, select Admin from the sidebar, then select Notification Management. The notification management screen appears.
Choose the desired notification from the Notification drop-down menu.
Select the Delete button.
