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Please Note: The information within this section is intended to be used as a reference to the administration of your website. It does not include an explaination of all features, icons and tools available. If you have further questions, please feel free to call 800-310-0317 or complete the form at the bottom of this page.

When creating content for your website, there is one convention that must be kept in mind - Create Pages, then everything else. Consider the Pages section of the admin as the "structure" of a house. The other admin sections are the "finish work". You need to have the "structure" built before you can apply "finish work" to it. The "finish work", in most cases, is added to the "structure" by using the Relate tool/feature. This allows a more efficient re-use of created content and reliability in maintenance - no pesky broken links, etc.

Open the website admin, and navigate to the “Pages” section.
Click either the “Add” or “Express” buttons near the top of the page listing. On the “Site Structure” page, select where in the site you want the page to be created under. Clicking “Home” for example, will create a new sub-page as a main section of the website.
Click “Save/Continue”.
If you clicked the “Add” button in step 2, fill out each page, and click the “Save/Continue” button until you see a preview of the page. If you clicked “Express”, fill out all of the information at once, and click “Save/Continue”.

Some specific sections of your Pages admin that are used to create a unique presentation of your site's content (and so you should be aware of NOT TO BE REMOVED) are:

Categories: In addition to the Home page, this section of your website is specifically created to set the navigation structure under the main level of navigation of the website
Series Override: In addition to the Home page, this section of your website is specifically created to allow further break-outs of Product Series' within the Categories of the site (Categories are explained above). Using the DC Series as an example, you would create a page within Series Override when Products within a Series fit into multiple Categories (the DC Series is needed within these Categories: Desktop/Instrument, Flanged/Surface-Mount and Waterproof/NEMA/Gasket). These pages should have Page Layout = Cherry Picked Series Listing and Status = Marketing.
Account: This section of your website is specifically created to contain the pages that support the Account area
Checkout: This section of your website is specifically created to contain the pages that support the Checkout Process
Resource Center: This section of your website is specifically created to set the navigation structure within the right sidebar of most site pages
Site Help: This section of your website is specifically created to set the navigation structure within the left sub-navigation of the Resources page

Open the website admin, and navigate to the “Forms” section.
Click the “Add” button near the top of the forms listing. On the “Form Properties” step, set the name of the form for easy identification (this will also become the visible name of the form if no sections are created later in the process).
Click “Save/Continue”.
Complete an introduction to the form (appears before the form is submitted)
Setup the form field information that you wish to collect. Examples might be "Name", "Email", "Comments". Mark them required if a visitor should not be allowed to skip the field and then set what type of information is required - phone number, email address, etc. NOTE: If you choose "select", "checkbox" or "radio" as the Input Type, you MUST also add Values for the field
Define sections to group similar form fields you've just created (which will be done in the next step - Layout). Examples might be "Personal Information" for form fields like "Name", "Email" and "Comments".
Layout the form by clicking and dragging a form field from the left column into the right (allows the form field to show in your website) and into the position the form field should be (sets the order the information is collected). NOTE: If you want to "skip" a space or move a field to the next line, click and drag an "Empty" field from the left column.
Complete an thank you for the form (appears after the form is submitted)
Continue filling any additional steps, and click the “Save/Continue” button until you return to the main forms listing.

Manage Series

Management of the Series sub-section of Products allows general classification and assignment of attribute sets (colors, shapes, etc) as well as adding small amounts of content to website pages.

Series (name): In addition to the Home page, this text is displayed in the Categories navigation and the Series Listing pages
Series Page Heading: This text is displayed on the specific Product Listing pages as the main heading
Series Teaser: This text is displayed on the specific Series Listing pages as the introductory text
Series Content: This text is displayed on the specific Product Listing pages as the introductory text

Manage Attributes

Management of the Attributes sub-section of Products allows general creation of features that define specific Product Items (size, colors, shapes, etc). The selection and combination of attributes while Adding Products is what defines the individual items and allows pricing fluctuations, for example based on size, or inventory control, for example knowing you have 3 white, small, waterproof DC Series enclosures remaining.

Manage Tags

Management of the Tags sub-section of Products allows creation and assignment of short bullet item descriptions or "tags" for product-wide use by adding these small amounts of content to website pages.

Product Tag

This becomes the text selected to display on up to 3 specific locations (pages, products): Home, Inside (Series Listing and Product Listing) and Product Detail

Note: Following the selection of the location(s), the Relate feature must be utilized to define which Pages and/or Products have these tags to display

Add/Edit Products

Open the website admin, and navigate to the “Products” section.
Click the "Add" button near the top of the products listing. On the “Series” step, select where in the site you want the page to be created under. Clicking “DC Series” for example, will set what predetermined Attributes are avaiable as well as where this product will display - within predetermined areas of the website that DC Series, for example, has been related to show.
Click “Save/Continue”.
Continue to fill out each step, and click the “Save/Continue” button until you see a preview of the product.

Open the website admin, and navigate to the “FulFillment” section.
For a selected order, click the "Invoice" quick tool.
When viewing the Invoice, you have the option to review/print the information and/or establish the order's status to Invoiced, Returned or Unfulfilled

Icon Reference

Icon Summary Reference

Form Buttons

Overview of Form Buttons that you will find within this admin

Saves changes and remain on the same page: (Requires clicking the mouse on this icon to active)
Saves changes and return to main page for the section: (Requires clicking the mouse on this icon to active)
Saves current changes: (Requires clicking the mouse on this icon to active)
Cancels current changes: (Requires clicking the mouse on this icon to active)
Removes current content (Content may be kept in the database for reporting purposes): (Requires clicking the mouse on this icon to active)
Uploads a file to be included with the content: (Requires clicking the mouse on this icon to active)

Quick Edit Tools

Overview of Quick Edit Tools that you will find within this admin

Add content to the website: (Requires clicking the mouse on this icon to active)
Edit current content: (Requires clicking the mouse on this icon to active)
Preview what content looks like: (Requires clicking the mouse on this icon to active)
Relate content within the website: (Requires clicking the mouse on this icon to active)
Draft content while keeping previous content live: (Requires clicking the mouse on this icon to active)
Restore content from the previous 30 days edits: (Requires clicking the mouse on this icon to active)
Remove content (Content may be kept in the database for reporting purposes): (Requires clicking the mouse on this icon to active)

Miscellaneous Tools

Overview of Miscellaneous Tools that you will find within this admin

Identifies a quick tip is available: (Requires moving the mouse over this icon to view)
Identifies content than can be positioned: (Requires click/drag/releasing the mouse over this icon to position)
Identifies collapsed content that can be expanded and viewed: (Requires clicking the mouse on this icon to active)
Identifies expanded content that can be collapsed and hidden: (Requires clicking the mouse on this icon to active)
Processes smaller forms when automation is not present: (Requires clicking the mouse on this icon to active)

Common Features and Functionality

It is assumed that all admin sections will include the following interface features unless otherwise noted in your website specification:

Common Features

Setting Content Status

Within most Admin Interfaces, the Administrator will have the ability to set a status for new or existing content to determine if that content is available on the public site.

Notes:

Inactive – not live
Active – live
Marketing – live, but not part of site navigation

Attaching Pictures and Files

Within most Editor Interfaces, the Administrator will have the ability to attach pictures or files to new or existing content.

Notes:

Select Existing - Allows you to reuse by making a duplicate copy of a previously uploaded file independent from the original
Place It? - If selected, this will display the picture/file in a pre-determined location on the page. Multiple pictures will display in a slideshow format and files will display in a listed format
Removing a file will only remove that particular copy of the file
If picture file-types are uploaded and Placement is set to Manual, the system will typically pre-optimize three sizes with maximum dimensions - detailed in your website specification - assuming the original picture dimensions are greater
For non-picture file types/multimedia, the site should allow for appropriate links to downloaded needed 3rd-party plug-ins based on file extension

Relating Content

Within most Admin Sections, the Administrator will have the ability to relate content to other existing content - establishing a "more detail", "cross-reference" or "next step" scenario on the page.

Notes:

The ability to relate content is specific - detailed in your website specification - so that undesired content is not displayed accidentally
The use of the Relate feature can be to relate content TO and/or FROM other content by using the TO/FROM tool in the upper-right of the interface. As an example, when working with a Product and making a relation TO a Page(s) will display the Product's content in some fashion on the Page(s). Conversely, making a relation FROM the Product to a Page(s) will display the related Page(s) in some fashion on the Product details
Any type of relation created IS NOT a reciprocal relation. As an example, making a relation from a Product TO a Page DOES NOT make the relation of the Page back to the Product - this would need created manually.

Drafting Content

Within most Admin Sections, the Administrator will have the ability to create and save new versions of content without replacing current active content.

Notes:

When draft content is created, the current version of the content becomes the new draft (including pictures/files)

Restoring Content

Within most Admin Sections, the Administrator will have the ability to restore previous versions of content up to 30 days old.

Notes:

The full content may be viewed by expanding the date of the version
When content is restored, the current version of the content becomes the last version

Positioning Content

Within most Admin Sections, after creating or relating content to the existing site structure, the Administrator will have the ability to position the order of the content.

Removing Content

Within most Admin Interfaces, the Administrator will have the ability to remove existing content. For any content that will be used for reporting purposes, the content will not actually be deleted, but removed from displaying within the admin site.