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Classic Platform


A Newsletter can be uploaded two different ways through the Blog section of your dashboard or by creating a New Page where you can add your newsletters as a link/pdf. See both methods Below:


Blog Page Method


  1. Select Content on the left hand menu
  2. Select Blog Posts and the press the New Blog button on the top right if Blog menu item does not exist.
  3. Enter Title into Title Field section Example: January Newsletter
  4. Enter the Newsletter Content into the Body section
  5. To save your progress and to view the update without making it live click the Save as draft button
  6. To publish the update on the live website select edit > then press the green Publish button or the Submit to Compliance button if your website is on a compliance workflow.


To Change Menu Item name:


  1. Select Content on the left hand menu
  2. Select Manage Menu bottom left of list.
  3. Locate Blog on list and Click Edit Item on the right. 
  4. Change Menu Link Title to desired name Eg Newsletters.
  5. Click Save bottom Left side of page.


New Page Method (External Link/PDF)


If using PDF method you will firstly need to upload your PDF to the websites file Manager. 

  1. Hover over Quick Links top Left of Dashboard. 
  2. Select Manage Files from Quick Links dropdown and a New Window will Open.
  3. Click Upload top left of Window.
  4. Select Choose File. 
  5. Select Newsletter PDF from Desktop and select Open.
  6. Once Selected Click Upload below Choose File.
  7. Select Content on the left hand menu
  8. Select Pages and the press the New Page button on the top right
  9. Enter the name of the page in title
  10. Enter the Newsletter Name into the Body section. (eg. January Newsletter)
  11. Highlight the wording the link will contain
  12. Click link icon found on pages toolbar

     
  13. To add the PDF Click Browse Server.
  14. Double Click PDF you wish to apply to Wording
  15. To add an External Link Enter Url link into URL section.
  16. Click Ok. 
  17. Scroll down to Add to menu and place the page in the menu as a parent menu item (main menu) or child menu item (dropdown menu item)
  18. To save your progress and to view the page without making it live click the Save as draft button
  19. To publish the page on the live website select edit > then press the green Publish button or the Submit to Compliance button if your website is on a compliance workflow


Force Platform


A Newsletter can be uploaded two different ways through the Blog section of your dashboard or by creating a New Page where you can add your newsletters as a link/pdf. See both methods Below:


Blog Page Method


  1. Select my content from left menu
  2. Select your blog and then press the Add New button
  3. Enter the title of the blog post in title
  4. Enter the content of the blog post into the Body section
  5. To save your progress and to view the update without making it live select Save as draft at the bottom
  6. To publish the update on the live website select edit > at the bottom select Save And Keep Published or Save For Review if your website is on a compliance workflow


New page Method


  1. If using PDF method you will firstly need to upload your PDF to the websites file Manager.
  2. Click on the Human Icon top right of the dashboard
  3. Select File Manager from drop down list.
  4. Click Select File or drag and drop File in bordered Area on Right.
  5. Click Upload bottom right once file is selected.
  6. Select My Content on the left hand menu
  7. Select Pages and then choose add new.
  8. Check Provide a menu link box
  9. Enter Menu Name (Eg. Newsletter)
  10. Enter the name of the page in title Section
  11. Enter the Name of pdf/link title into the Body section (eg January Newsletter)
  12. Highlight the wording the link will contain
  13. Click link icon found on pages toolbar
     
  14. Enter External Url link into URL section.
  15. Enter PDF Name into URL Section 
  16. Click PDF Once appears below the URL Section. 
  17. Click Advanced bottom of Box
  18. Check Open in new window Box.
  19. Click OK.
  20. To save your progress and to view the page without making it live select Save as draft at the bottom
  21. To publish the page on the live website select edit > at the bottom select SAVE AND KEEP PUBLISHED or SAVE FOR REVIEW if your website is on a compliance workflow




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