Creating and Customizing Forms in Advantage CSP Creating and Customizing Forms in Advantage CSP Creation Date: March 25, 2024 Created By: Oren Shapiro View most recent version # Advantage CSP 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 CSP News Manager Tool How to Use the Advantage CSP News Manager Tool In this tutorial, we go over how to create a News Item using the News Tool Creation Date: Mar 25, 2024 Created By: Oren Shapiro View most recent version # Create a News Item on Advantage CSP In this tutorial, we go over how to create a News Item using the News Tool 1. From the Menu click on Content Manager. Then click on News to expand 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 article 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 or categories that apply to your article 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 the Content tab Using the WYSIWYG enter your article content details here. Create an Event using Advantage CSP Create an Event using Advantage CSP Creation Date: Mar 25, 2024 Created By: Oren Shapiro View most recent version # Creating an Event on Advantage CSP In this tutorial, we go over how to create an Event using the Events Tool and displaying it with the Event Listing module. 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. Set a Start time or have a Start and End time. 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. Click Select to open Image Manager dialog box. 18. Enter your content Using the WYSIWYG enter your event details here. 19. Click Publish 20. Using the Event Listing module 21. Event Listing settings Filter by Categories List of Categories to Select: A selection tool that allows users to filter the content based on predefined categories. 22. Listing Information Heading Label (Optional): An optional field to set a heading label for the listing. Subheading Label (Optional): An optional field to set a subheading label, providing additional context or information. Sort Order: Dropdown menu to choose the sorting criteria of the listings (options include Relevance, A-Z, Z-A, Oldest to Newest, Newest to Oldest). Search Button Text: Field to customize the text displayed on the search button. Reset Button Text: Field to customize the text on the reset button, which clears search criteria. No Search Result Label: Text field for the message displayed when no search results are found. Display Card Image: Checkbox to toggle the display of images on each listing card. Display Hero Image: Checkbox to show or hide a large, prominent image at the top of the listing page. Display Document Listing: Checkbox to decide whether to display a list of documents associated with each listing. 23. Pagination Display Pagination: Checkbox to enable or disable pagination for the listings. Items per Page: Field to set the number of items displayed on each page. Prev Label: Text field for customizing the label of the pagination’s previous button. Next Label: Text field for customizing the label of the pagination’s next button. 24. Detail Page and Search Detail Page Detail Page is Another Path (Y/N): Checkbox or toggle to specify if the detail page is located at a different path. Detail Page Location: Field to specify the URL or path of the detail page. Search Search Category: Dropdown or field to select the category within which the search should be conducted. Search Input Placeholder: Field to set placeholder text in the search input box, guiding users on what to type. How to Use the Advantage CSP Blog Manager How to Use the Advantage CSP 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 CSP 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.