WebLink. Custom Instruction Guide

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1 Custom Instruction Guide

2 CONTENTS Login & Navigation... 4 Logging into the SiteMaker... 4 Navigating SiteMaker... 4 Viewing the site & logging out... 4 Account... 5 Updating your account profile... 5 Updating and deleting an address... 6 Updating the form address... 6 Locations... 7 Adding a location... 7 Deleting a location... 7 Updating a location... 8 Statistics... 9 Site tools Sympathy card report Managing sub-users Adding a sub-user Editing a sub-user s permissions Catalogs Importing a catalog Deleting a catalog Managing a catalog Editing the global settings Editing an individual product Creating a personal catalog FTD Flowers Adding Preferred Florists Images Layout Selecting a style Live Video Mailing List Setting the from address Confirming the from address Viewing and removing names from your mailing list Composing mail Obituary mailing template Changing the obituary template Reverting to the default obituary template Revised 12/09/11 Page 2 of 46

3 Memorials Memorial settings Changing the memorial settings Changing the memorial search options Adding an autofill location Deleting or changing an autofill location Adding an autofill service type Deleting or changing an autofill service type Adding a new memorial site Editing a memorial site Deleting a memorial site Site Editor Announcements Adding a page Section types Editing a page Deleting a page Autogenerating content Preplanning Form Editing page levels Upload files Adding a file Deleting or changing a file Slide Shows Creating a slide show Deleting a slide show Editing a slide show Setting the image order Calendar Adding an event Deleting an event Editing an event Managing ads Adding an ad Changing or deleting an ad Support Frequently asked questions & web help form Revised 12/09/11 Page 3 of 46

4 LOGIN & NAVIGATION LOGGING INTO THE SITEMAKER To log into the site maker: 1. Enter your user name 2. Enter your password 3. Click Log In NAVIGATING SITEMAKER There are several navigation panes on the main page. There is a list of tabs across the top. When you click on a particular tab, the navigation pane on the left will change to correspond to the section you are in. This guide is set up to direct to the correct location by giving you the tab name followed by the left navigation name, for example: Account > Profile VIEWING THE SITE & LOGGING OUT At any time, to view your progress: 1. Click View Site To log out: 2. Click Log Out Revised 12/09/11 Page 4 of 46

5 ACCOUNT UPDATING YOUR ACCOUNT PROFILE To update your account profile go to Account > Profile. 1. Enter or change the funeral home name if applicable 2. To change your password, enter your old password, then enter and retype your new password 3. Enter your funeral home address and phone numbers 4. Enter your Account Identifier (optional; this is used if you have separate locations with your own internal naming convention for the accounts) 5. Enter your address (this is the primary contact for our purposes i.e. mass mailings to site maker users use this address.) 6. Enter your primary domain name for the site (if you have more than one, they can be added though in the Admin Account area) 7. Enter a link to the Website of your preferred flower vendor (optional; this will appear as a button next to your other links in the navigation pane and on the memorial sites; if no link is entered it will default to FTD) 8. If you want the flower link to open a new window, uncheck the box 9. If you want visitors to be able to subscribe to your mailing list, check the box (a mailing list link will appear at the bottom of your web pages) 10. Enter your sales tax rate 11. Click Save Changes Revised 12/09/11 Page 5 of 46

6 UPDATING AND DELETING AN ADDRESS The section is where addresses are assigned. Once this section is completed, it is sent to our support team and the addresses are created. To add, edit, or delete addresses, go to Account > . To update addresses: 1. Enter the first name 2. Enter the last name 3. Enter a password 4. Enter address Continue until you have entered all your address. 5. Click Save Changes To delete addresses, just remove all the information in the fields and click Save Changes. UPDATING THE FORM ADDRESS The Form Addresses allows you to enter single or multiple addresses that can be used in different forms (See Site Editor > Adding a page > Section types). To add form addresses go to Account > Form s: 1. Enter one of addresses 2. Click Save Changes (a new box will appear to enter another address) Revised 12/09/11 Page 6 of 46

7 LOCATIONS The Locations section allows you to add different funeral home locations to your website. To add, update, or delete locations go to Account > Show Locations. ADDING A LOCATION To add a location go to Account > Show Locations: 1. Enter the location name 2. Enter a unique ID (optional; this allows you to specify the account per location if you have multiple locations for a single site and need to track each specific location) 3. Enter the location address, phone numbers, and address 4. Click Add Location DELETING A LOCATION To delete a location go to Account > Show Locations: 1. Click Delete next to the location name Revised 12/09/11 Page 7 of 46

8 UPDATING A LOCATION To update a location go to Account > Show Locations: 1. Click Edit 2. Make any necessary changes (See Adding Locations) 3. Click Save Changes Revised 12/09/11 Page 8 of 46

9 STATISTICS The statistics page tracks the amount of traffic to your website in real time. A hit is counted every time a page on your site is visited. For more indepth information, we have partnered with Visistat to provide in-depth statistics. For more information or to sign up, click Click here to learn more Revised 12/09/11 Page 9 of 46

10 SITE TOOLS The Site Tools section allows you to edit your search engine keywords, description, and security. To edit these areas go to Account > Site Tools: 1. Enter your keywords and phrases separated by commas (keywords are used by search engines to match your site with relevant searches)*. 2. Enter your website description (this will be the verbiage underneath the title in a search) 3. Enter your Google analytics code (optional; you must enroll in Google analytics to receive your code) 4. Click Generate new Memsol UUID (optional; this is used for integration with 3rd party software providers e.g. answering service; you may want to generate a new one if you were to change 3rd party software providers) 5. Choose the form security by clicking on the appropriate radio button a. NOTE: using the "less secure" option may put your guestbook and forms at risk of being spammed. If you use the Less Secure option, it is highly recommended that you use guestbook approval (See Memorial Sites). In this case, the administrator will be responsible for removing any unwanted guestbook entries. 6. Click Save *The Google AdWords tool will show you related keywords as well as how many searches were performed on those words. u= & c= &idearequesttype=k EYWORD_IDEAS#search.none Revised 12/09/11 Page 10 of 46

11 SYMPATHY CARD REPORT The sympathy card report allows you to track card sales. To narrow the search: 1. Select the year created from the drop down list OR 2. Select the month created from the drop down list Revised 12/09/11 Page 11 of 46

12 MANAGING SUB-USERS The manage users sections allows you to control edit access to different sections of your site. For example, you may want to allow someone from your firm to add and change memorial sites (i.e. obits) but not have access to change page information or the layout. To create or change users go to Account > Manage Users. ADDING A SUB-USER To add a sub-user: 1. Click Add New Sub-User Account 2. Enter First and Last Name 3. Enter and retype password 4. Enter address (optional) 5. Enter phone and fax numbers (optional) 6. Click Add User Revised 12/09/11 Page 12 of 46

13 EDITING A SUB-USER S PERMISSIONS Once a sub-user is created you can then edit their access. To edit permissions: 1. Click Permissions By default, every section is enabled i.e. the use can add, edit, delete anything is that section. To disable a section click the Disable button next to the section and it automatically takes effect (i.e. there is no Save button). Some areas have only one permission (either on or off) while others you can disable part or all of that section. The most common sections for sub-users to have access to (i.e. leave enabled) are: 2. Calendar to add, change, and delete events 3. Mailing List to create and send out s (e.g. newsletters, obit notices, etc.) 4. Memorials to add, change, and delete memorial sites (i.e. obits) Revised 12/09/11 Page 13 of 46

14 CATALOGS The catalog feature allows you to import manufacturer s catalogs. These catalogs do not display as their own pages on your site, but instead can be inserted into any page section when you select the catalog section type (See Site Editor > Adding a Page). IMPORTING A CATALOG To add a catalog go to Catalogs > Import Manufacturer Catalog: 1. Click on the plus next to the manufacturer name 2. Select the catalogs to import by checking the boxes 3. Click Import Catalogs DELETING A CATALOG To delete a catalog go to Catalogs: 1. Select the catalogs to delete by checking the boxes 2. Click Delete Catalogs Revised 12/09/11 Page 14 of 46

15 MANAGING A CATALOG Once you have imported a catalog, you still need to manage the products within the catalog including items like pricing. Also, if the catalog has been updated, a Manufacture Update date will appear. You will need to open up that catalog and review and update any information. EDITING THE GLOBAL SETTINGS To edit the global settings go to Catalogs: 1. Click on either your name for the catalog or the manufacturer s name for the catalog 2. Change the catalog name (optional) 3. If ALL products have a standard percentage or dollar amount markup, select the appropriate radio button and enter the percentage or dollar amount 4. Select the following by checking the box Show all products in the catalog on your site Show all prices on your site Show all cart buttons on your site (ecommerce must be enabled for this function to work) Apply sales tax to all the items in this catalog (e-commerce must be enabled for this function to work) 5. Enter a receipt (when an order is placed for an item in this catalog, an is sent to this address; multiple addresses can be entered separated by commas) 6. Click Save Revised 12/09/11 Page 15 of 46

16 EDITING AN INDIVIDUAL PRODUCT Since these products are part of a vendor s catalog, there are only certain areas that you can edit. To view or change information on a particular product: 1. Click Show/Hide Section next to the name of the product 2. Change the product name (optional) 3. Enter the override price OR 4. Enter the product markup and select the appropriate radio button (percentage or dollar amount mark up) 5. If you have not checked the global settings boxes (See Editing Global Settings) select the following by checking the box Show product on your site Show price on your site Show cart button on your site (ecommerce must be enabled for this function to work) 6. Click Save at the top of the page Revised 12/09/11 Page 16 of 46

17 CREATING A PERSONAL CATALOG To create your own catalog with products go to Catalogs > Create a Personal Catalog: 1. Enter the catalog name 2. If ALL products have a standard markup, select the radio button and enter the percentage or dollar amount 3. Select the following by checking the box Show all products on your site Show all prices on your site Show all cart buttons on your site Apply sales tax to all the items 4. Enter a receipt (when an order is placed, an is sent to this address) 5. Click Show/Hide Section 6. Enter the product name 7. Enter the discount price 8. Enter the override price 9. Enter the product markup 10. Select the appropriate radio button (percentage or dollar amount mark up) 11. Select the following by checking the box Show all products on your site Show all prices on your site Show all cart buttons on your site 12. Enter shipping amount 13. Enter product ID number (optional; this can be your naming convention) 14. Enter the short description (this displays on the main catalog page) 15. Enter long description (this displays when the visitor clicks the more information link) 16. Enter any notes (optional; these are not displayed anywhere on the website) 17. To upload an image, click Browse, browse to the image you want to use, select it, and click Open 18. Enter the name of options for the product (e.g. color, wood type, etc.) 19. Enter the different options (e.g. red, maple, etc.) separated by commas 20. Select how the options will be displayed from the drop down list 21. Repeat if there is another set of options 22. Checking the flower card box adds fields that the purchaser can complete (e.g. message, decedent name, and delivery instructions) 23. To save the catalog click Save Catalog OR 24. To add another product click Save and Add Another Product Revised 12/09/11 Page 17 of 46

18 FTD FLOWERS Batesville and FTD have come together to allow your website visitors to order funeral and sympathy flowers online through a custom website while allowing you to choose which florists receive your website order and offering commissions on every flower order placed online or by phone. To activate or deactivate FTD, contact Batesville Support at e-business.support@batesville.com or call ADDING PREFERRED FLORISTS If you do not enter preferred florists into the system, FTD will send the orders to one of their top tier florists whose service area includes the ZIP code of the intended flower recipient. To add or change your FTD preferred florists, contact Batesville Support at e-business.support@batesville.com or call and ask for your Flower Affiliate Link ID number. Go to 1. Enter your Funeral Home Name 2. Enter your Flower Affiliate Link ID number 3. Enter first and last name and address of the funeral home contact person (if FTD needs to talk to someone) 4. Enter the preferred florist information a. You do not need to enter the Florist s FTD Number if you do not know it 5. Select if you would like to add another florist (up to 10) by clicking the radio button (these will be backups if the preferred florist cannot fill the order) 6. Click Continue NOTE: If a florist is not part of the FTD network, FTD will contact them within one week to see if they want to become part of the network and will begin the process, which normally takes 3 5 weeks. NOTE: If you add another florist at a later date, that florist will automatically become the preferred florist and the current preferred florist will become a backup. Revised 12/09/11 Page 18 of 46

19 IMAGES When uploading images whether they are stock images or your own images, it is important to resize or compress the image so that the file size is reduced. This helps your site run faster. One way to accomplish this is to use Microsoft Picture Manager. To compress a picture, locate the picture you want to compress, right-click and select Open with Microsoft Office Picture Manager: 1. Once the program opens, click Picture > Compress Picture (a new toolbar will open on the right) 2. The estimated total size of the original should be less than 200KB 3. If it is more than 200 KB, select either the Documents or Web pages radio button (whichever shrinks the estimated total size below 200KB the new size will be displayed under the Original size) 4. Click OK 5. Click Save Revised 12/09/11 Page 19 of 46

20 LAYOUT The Layout feature allows you to change the look and feel of your website. The designs in this section are some of the standard designs available. Note: while this functionality is available, before changing your design, please contact support as it could affect page formatting. SELECTING A STYLE To select a style go to Layout: 1. Click on the category tabs to see the different styles available 2. To see design move your mouse over the name 3. To select a design click on the radio button 4. Click Save Revised 12/09/11 Page 20 of 46

21 LIVE VIDEO We offer a simple, low cost, live broadcasting solution. Our solution seamlessly integrates into your website with no additional software to install. All you need to get started is a camera, microphone, and internet connection. For the easiest setup, we recommend a USB Webcam. We also recommend setting up a wireless microphone system, which will make setup simple and keep your broadcasting capabilities highly portable for use at churches and cemeteries. If you need assistance choosing equipment, please call us and we'd be happy to make a recommendation or answer any questions you may have. Call us at to get started broadcasting your services. Revised 12/09/11 Page 21 of 46

22 MAILING LIST The mailing list feature allows you to send mass s to visitors who have signed up for your mailing list. SETTING THE FROM ADDRESS When you send out an to your mailing list, you must set the address you wish to appear in the "From" line. If anyone replies to the , it will be sent to that address. To enter the from address go to Mailing List > Set From Address: 1. Enter the address 2. Click Save Address A confirmation will be sent to this address. Once you click on the link in the confirmation , your settings will be saved. This address must be on your domain name or else most SPAM filters will filter your message as SPAM. CONFIRMING THE FROM ADDRESS To confirm the from address go to Mailing List > Confirm From Address: 1. Enter the confirmation code from the 2. Click Confirm Address Revised 12/09/11 Page 22 of 46

23 VIEWING AND REMOVING NAMES FROM YOUR MAILING LIST The mailing list is the list of confirmed subscribers (i.e. subscribers must enroll and click on the confirmation link in an sent to them). 1. To remove a subscriber click Remove? (you will receive a warning message) and click OK 2. To create a text file of your subscribers click on download a tab delimited text file of your subscriber information 3. Click Open or Save COMPOSING MAIL The compose mail feature allows you to send a mass mailing to everyone who has signed up for your mailing list. To create a custom message go to Mailing List > Compose Mail: 1. To change the address that will appear in the from section of the click change address (See Setting the from address) 2. Enter the subject of your 3. Enter your text a. Use the formatting toolbar to format your 4. Click Preview (the message will be displayed as it will look in text only and HTML enabled s) 5. To return to editing the click Go Back OR 6. To send the to your mailing list click Send Revised 12/09/11 Page 23 of 46

24 OBITUARY MAILING TEMPLATE When you click the Mail link next to any of your memorial listings (See Editing a memorial site), a default template automatically fills in the text of your obituary announcement for you. You may override this template by entering your own text. CHANGING THE OBITUARY TEMPLATE To change the Obituary mailing template go to Mailing List > Obit Template: 1. Enter the Subject Line 2. Enter the body of the obituary 3. Click Save Template Since certain text differs for each memorial (such as the deceased's name, date of death, etc.), these values must be represented as variables in your text as follows: Deceased's name - <NAME> Biography - <BIO> Birth date - <BIRTH> Death date - <DEATH> Link to memorial site - <MEMLINK> REVERTING TO THE DEFAULT OBITUARY TEMPLATE To revert back to the default message: 1. Delete the subject line 2. Delete all the text in the body 3. Click Save Template Revised 12/09/11 Page 24 of 46

25 MEMORIALS The Memorials section allows you to set up memorial web pages for families to upload pictures, videos, and documents relating to the decedent. MEMORIAL SETTINGS CHANGING THE MEMORIAL SETTINGS To change the memorial site settings go to Memorials > Memorial Settings: 1. To not show the Family Login on the site (i.e. families cannot log in to edit the memorial site) check the box 2. To not let visitors mark memorial guestbook entries as private (i.e. the entry is only visible to the administrator) check the box 3. To not display the flower ordering links on the memorial sites check the box (default is Flowers but can be changed; See Account > Account Profile) 4. To show thumbnail images on recent obits when available check the box 5. Enter the number of recent obituaries to display on the obituaries page 6. To allow sympathy card delivery to the funeral home location check the box 7. Select the default funeral home (if more than one) for all the memorial sites from the drop down list 8. Click Save CHANGING THE MEMORIAL SEARCH OPTIONS To change way that visitors can locate a memorial: 1. Select the appropriate search option by clicking on the radio button Show search and list shows the list of obituaries and a search box Show ONLY search does not show the list of obituaries Show ONLY list will have no search feature 2. Click Save Revised 12/09/11 Page 25 of 46

26 ADDING AN AUTOFILL LOCATION To add common locations (e.g. funeral home, church, reception hall) to the drop down list in the memorial site locations section: 1. Enter the information 2. To use a map other than Google Maps, enter the URL of webpage that contains the directions or map 3. Click Add Location DELETING OR CHANGING AN AUTOFILL LOCATION You cannot edit a location that has already been saved so you must delete the location and reenter it (See Adding autofill locations). To delete a location: 1. Check the box of the location to delete 2. Click Delete Locations (you will not receive a warning before it deletes the location) Revised 12/09/11 Page 26 of 46

27 ADDING AN AUTOFILL SERVICE TYPE To add common service types (e.g. funeral, visitation, committal, etc.) to the drop down list in the memorial site when you set up memorials: 1. Enter the name of the service type 2. Click Add Service Type DELETING OR CHANGING AN AUTOFILL SERVICE TYPE You cannot edit a service type that has already been saved so you must delete the location and re-enter it (See Adding autofill service types). To delete a service type: 1. Check the box of the service type to delete 2. Click Delete Services (you will not receive a warning before it deletes the service) Revised 12/09/11 Page 27 of 46

28 ADDING A NEW MEMORIAL SITE To add a new memorial site go to Memorials > Add Account: 1. Enter the decedent s first, middle, last, and nickname 2. Enter the decedent s dates of birth and death 3. Enter the information of the closest living relative a. This is where any sympathy cards will be sent if the sender selects Send card to family residence on file b. To update this later, go to the Administrator Information section on the memorial site (See WebLink Custom Memorial Site Instruction Guide) 4. Enter the address of the family member or friend who will monitor and administer the memorial site (e.g. check guestbook entries, postings, etc.; optional) a. Note: If an Administrator is not assigned it will be the responsibility of the funeral home to remove any unwanted items added to memorials b. If you want to be able to send notifications to the family that something has posted to the site, you must enter an administrator address even if it is the funeral home l address c. To update this later, go to the Administrator Information section on the memorial site (See WebLink Custom Memorial Site Instruction Guide) 5. Enter and retype the administrator password (Note: you must enter a password even if using the funeral home as the administrator; the password must be 6 characters long) 6. Select the funeral home location from the drop down list (if more than one) 7. Click Save Information OR 8. To leave without saving the information click Cancel Revised 12/09/11 Page 28 of 46

29 EDITING A MEMORIAL SITE To edit a memorial site go to Memorials > View Memorials: 1. Click Edit Site next to the decedent s name For more information refer to the document Creating a Memorial Website. DELETING A MEMORIAL SITE To delete a memorial site go to Memorials > Delete Account: 1. Check the Delete? box next to the name 2. Click the Delete Memorials button (you will receive a warning) 3. Click OK Revised 12/09/11 Page 29 of 46

30 SITE EDITOR ANNOUNCEMENTS The announcements page gives you information concerning your website such as updates. It is the first screen to appear after you log in. To see the announcements at a later time go to Site Editor > Announcements. ADDING A PAGE To add a page go to Site Editor > Add Page: 1. Enter the page name as you want it to appear in the site list 2. Enter the page title 3. If you want the page hidden from the site list check the box 4. Enter or change the keywords (this help a search engine find relevant websites for its query) 5. Enter a description (this will be the verbiage underneath the title in a search) 6. Select the section type by clicking on change section type (different types of sections require different information; See Site Editor > Section Types) 7. To add another section, click Add a Section 8. Click Save OR 9. Click Cancel to cancel and not save your changes Revised 12/09/11 Page 30 of 46

31 SECTION TYPES One photo in the upper left or right corner 1. Click on Single Photo Left or Single Photo Right 2. Enter the title for the page 3. Click Browse, browse to the image you want to use, select it, and click Open 4. Enter an image caption 5. Enter text for the page (hit Shift + Enter to add a line break) a. To view the source code (in order to use HTML code to format the text) check the View Source box 6. Click Save Text only 1. Click on Text Only 2. Enter the title for the page 3. Enter text for the page (hit Shift + Enter to add a line break) a. To view the source code (in order to use HTML code to format the text) check the View Source box 4. Click Save Revised 12/09/11 Page 31 of 46

32 Large picture (with no text) 1. Click on Large Picture 2. Enter the title for the page 3. Click the Browse button, browse to the image you want to use, select it, and click Open 4. Enter an image caption 5. Enter an image width (optional; the system will automatically resize the image; maximum size is 700 pixels) 6. Click Save Two photos (with no text) 1. Click on Two Photos 2. Enter the first title for the page 3. Click Browse, browse to the first image you want to use, select it, and click Open 4. Enter a first image caption 5. Enter the second title for the page 6. Click Browse, browse to the second image you want to use, select it, and click Open 7. Enter a second image caption 8. Click Save Product 1. Click on Product 2. Enter the title for the page 3. Click Browse, browse to the image you want to use, select it, and click Open 4. Enter an image caption 5. Enter the price of the item 6. Enter text for the short description (this will appear next to the product name) a. To view the source code (in order to use HTML code to format the text) check the box 7. Enter text for the long description (this will appear when they click on the product name) a. To view the source code (in order to use HTML code to format the text) check the box 8. Click Save Revised 12/09/11 Page 32 of 46

33 Catalog link 1. Click on Catalog Link 2. Enter the title for the page 3. Select the catalog from the drop down list (See Catalogs) 4. Select the layout from the drop down list (i.e. how many items per row) 5. Click Save Form The Form section type allows you to create a form that can be submitted to an address such as a pre-planning form or a contact us form. To create a form click on Form: 1. Click on Form 2. Enter the name of the form 3. Enter your text a. To view the source code (in order to use HTML code to format the text) check the View Source box 4. Select where the should go from the drop down list 5. Enter what you want to appear in the subject line of the when it is received 6. Select the redirect page from the drop down list or type in the URL (this is where the visitor is sent to after the form is submitted; e.g. confirmation page that says something like "Thank You, you form has been submitted.") 7. Enter the field name (e.g. first name, address, etc.) 8. Select the field type from the drop down list (e.g. text field, radio button, etc.) 9. If choosing a field type that has predetermined values (e.g. drop down menu), enter the values separated by commas. 10. Continue to add more fields by clicking Add Field OR 11. To delete a field click Delete (a warning message will appear) and click OK 12. When finished, click Save Revised 12/09/11 Page 33 of 46

34 Services The service section type allows you to list your memorial services on a page. To create a memorial services section: 1. Click on Services 2. Enter the name of service 3. Enter the information about the service a. To view the source code (in order to use HTML code to format the text) check the View Source box 4. Select the available search criteria from the drop down menu (e.g. date range, etc.) 5. Enter the number of obituaries that will be listed 6. Enter the first date which you want to display services for by clicking on Select (this will open a calendar) and clicking on the date 7. Enter the end date which you want to display services for by clicking on Select (this will open a calendar) and clicking on the date 8. To display the memorial site photo, check the Display with Photo? box 9. To provide a link to the memorial site check the Display with Link? Box 10. Click Save Revised 12/09/11 Page 34 of 46

35 Video Gallery The video gallery allows you to upload video such as a virtual tour. The supported video files are.swf,.mov,.wmv. Video files should be formatted and compressed for viewing over the web. To create video section: 1. Click on Video Gallery 2. Enter the title of the video 3. Enter any text that you want to use to set up or explain the video a. To view the source code (in order to use HTML code to format the text) check the View Source box 4. Click the Browse, browse to the file you want to use, select it, and click Open OR 5. Enter the link to a video hosted on another website (e.g. YouTube) 6. Enter the width of the video (you must enter a width - this will vary and if it is too wide your webpage will be negatively affected) 7. If you want the video to start as soon as the page is loaded check the Auto Start box 8. To allow the visitor to control the video (i.e. play, stop, pause, etc.) check the Show Controls box 9. Select the aspect ratio from the drop down list (this should match the original aspect ratio of the video - 4:3 or 16:9) 10. Click Save Revised 12/09/11 Page 35 of 46

36 Slide Show Once a slide show is created it can be displayed on any page of the website. To create a slideshow section: 1. Click on Slideshow 2. Enter the name of the slideshow 3. Click Save (this will then populate the drop down menu) 4. Select the slide show from the drop down menu 5. Click Save again IFrame The iframe section type displays another web page on the current page which can be used for things like an interactive Google map. To create an iframe: 1. Click on IFrame 2. Enter the name of the page 3. Enter the URL of the page you want on your site 4. Enter how tall the Iframe should be (in most situations the URL will be automatically formatted for this purpose) 5. Click Save Revised 12/09/11 Page 36 of 46

37 EDITING A PAGE To make changes to a page go to Site Editor > Edit Page: 1. Click on the name of the page you want to edit 2. Make any necessary changes 3. Click Save DELETING A PAGE To delete a page to Site Editor > Delete Page: 1. Select the page to delete by checking the box 2. Click Delete (you will receive a warning) 3. Click OK Revised 12/09/11 Page 37 of 46

38 AUTOGENERATING CONTENT You may choose to have the content of your web pages filled in automatically with professionally written copy. XXXX marks are left where you will need to fill in information specific to your business. You can always edit or delete this content later if you wish. NOTE: Auto-generating content will overwrite any existing pages that have the same name. If you overwrite your old pages, they cannot be restored. 1. To preview any of the pages click on the page name To autogenerate the content: 2. Check the box next to any page you wish to include in your site (there are several different Home Page options to choose from) 3. Click Save (you receive a warning) 4. Click OK PREPLANNING FORM The preplanning form contains the standard fields for preplanning. To modify the preplanning form, first autogenerate it (See Autogenerating Content) and click on the Pre- Planning Form page: 1. Enter any introductory text 2. Select the Funeral Home recipient 3. Enter the s subject 4. Select a page that visitors will be taken to once they complete the form 5. Change any field names 6. Change any field types (e.g. drop down, text box, etc.) 7. Enter the field values (i.e. drop downs) 8. To delete a field, click Delete 9. To add a field click Add Field (this places that field at the bottom of the form) NOTE: to add a field to the middle of the form, you must either change the current field to what you want and continue changing all the fields all the way down OR delete all the fields below where the new field would be and re-add all the fields below the new field. 10. Click Save Revised 12/09/11 Page 38 of 46

39 EDITING PAGE LEVELS The system allows you to make pages subpages of others. To edit the page levels go to Site Editor > Edit Page Levels: 1. To make a main page a subpage, choose the page you want it under from the drop down list 2. To make a subpage a main page check the box 3. Click Save Page Levels Revised 12/09/11 Page 39 of 46

40 UPLOAD FILES The upload files feature allows you to upload images, documents like your GPL, and forms. Any file that has been uploaded, including images, will appear here. You can then link to these files from formatting editor. To add, change, or delete files go to Site Editor > Upload Files. Note: For optimal performance of your site, you should compress your images (See Working with Images). ADDING A FILE To add a file go to Site Editor > Upload Files: 1. Click the Browse button, browse to the file you want to use, select it, and click Open 2. Enter a nickname to help you identify the file (optional) 3. Click Upload DELETING OR CHANGING A FILE To delete a file go to Site Editor > Upload Files: 1. Check the Delete box next to the files to change or delete 2. Click Delete Files To change a file, delete the old one and upload the new file (See Site Editor > Adding Files) Revised 12/09/11 Page 40 of 46

41 SLIDE SHOWS The Slide Show feature allows you to gather images that can be shown on your website (e.g. virtual tours). These slide shows can be uploaded to different areas of your website (See Site Editor > Sections). CREATING A SLIDE SHOW To create a slide show go to Site Editor > Slide Shows: 1. Click Create New Slide Show 2. Enter the name of your slide show 3. Enter the image width you want (the system will automatically resize it) 4. Enter the image height you want (the system will automatically resize it) 5. To allow the visitor to click on the image to see the full size version select the Yes radio button 6. Click Browse, browse to the image you want to use, select it, and click Open 7. Enter a caption that will appear underneath the image (optional) 8. Click Save Slideshow Continue this process until you have uploaded all the images DELETING A SLIDE SHOW To delete a slide show go to Site Editor > Slide Shows: 1. Click on the name of the slide show 2. Click Delete Slide Show (you will receive a warning) 3. Click OK Revised 12/09/11 Page 41 of 46

42 EDITING A SLIDE SHOW To edit a slide show go to Site Editor > Slide Shows: 1. Click on the name of the slide show 2. Make any necessary changes (See Adding a slideshow) 3. To delete an image check the Delete Slide? Box 4. Click Save Slideshow SETTING THE IMAGE ORDER To change the order that the images appear go to Site Editor > Slide Show: 1. Click on the name of the slide show 2. Click on the Reorder Pages button 3. Click and drag the Drag button next to the image you want to move 4. Click Save Order OR 5. To return the images to their original position click the Revert button 6. Click Save Slideshow Revised 12/09/11 Page 42 of 46

43 CALENDAR The calendar feature allows you to inform your visitors of upcoming events such as appreciation days or holiday events. ADDING AN EVENT To add an event go to Site Editor > Calendar: 1. Click Add Event (if this is your first event, it will automatically got to add event) 2. Enter the title of the event 3. Choose the start date by clicking select, then selecting the date from the calendar (use the arrows to scroll between months) 4. Select the recurring day from the drop down list if applicable 5. Enter the time and select am or pm from the drop down list 6. To add an image click the Browse button, browse to the image you want to use, select it, and click Open (optional) 7. Enter the short description (this will appear on the front calendar page) 8. Enter the long description (this will appear when the visitor clicks More details) a. To view the source code (in order to use HTML code to format the text) check the View Source box 9. If your design includes an event scroller, check the box and a rolling calendar of events will appear on the site (If you do not see a scroller in your template, contact Support to add one) 10. Click Add Event Revised 12/09/11 Page 43 of 46

44 DELETING AN EVENT To delete an event go to Site Editor > Calendar: 1. Click Delete next to the event (you will not receive a warning before it deletes the event) EDITING AN EVENT To edit an event go to Site Editor > Calendar: 1. Click Click to Edit 2. Make any necessary changes (See Calendar > Adding an Event) 3. Click Save Changes Revised 12/09/11 Page 44 of 46

45 MANAGING ADS You may create up to 10 ads that will be randomly displayed within your website. You can link these ads to a page within your site, another website or to an address. To add, change, or delete ads go to Site Editor > Manage Ads. If ads do not appear on your site, they have not yet been included in your template. Please contact customer support. ADDING AN AD To add an ad: 1. Click Browse, browse to the image you to use for the link, select it, and click Open 2. Enter the URL link (i.e Select the image size from the drop down list (optional; images will be automatically resized to fit the dimensions you select) 4. If you want the link to open in a new window check the box 5. Click Save CHANGING OR DELETING AN AD To change an ad go to Site Editor > Manage Ads: Go to the ad you want to change and make any changes and click the Save button. Note: You cannot change the link image you must delete the ad and re-enter it. To delete an ad: 1. Check the Delete? Box next to the ad 2. Click Save Revised 12/09/11 Page 45 of 46

46 SUPPORT For questions or comments, please contact customer support toll free at (866) Monday through Friday between 9:00 AM - 5:00 PM ET. FREQUENTLY ASKED QUESTIONS & WEB HELP FORM The help section has frequently asked questions. To access the FAQs: 1. Click Help 2. Click on the topic to be taken to the questions pertaining to that section To contact us via the web: 3. Click on Customer Support 4. Click on the via this form link 5. Enter your information 6. Select your preferred method of contact from the drop down list 7. Enter your question or comment 8. Click Send Revised 12/09/11 Page 46 of 46

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