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Last Updated: 3/6/15

Getting Started With your Elexio Website after coming from Intellisite

This information helps users of our earlier site editing software, called Intellisite, get started using your Website. If you have not used an Elexio site before, this article will be more appropriate for you: Getting Started With you Website.

Get a great start on your site by working through these simple steps. We suggest reading the information for each step and then trying it out on your site before going on to the next step. If you read each step and then do it, 30 minutes from now you'll be ready to breeze ahead.

This information is also available in a video format.

Here's what this article will walk you through:

  1. Login to the site.
  2. Create a new page and navigate to it.
  3. Start changing content: explore blocks, editing, and drafts.
  4. Add another block and see the different block types.
  5. Publish your changes.

Step 1: Login

Click anywhere on a page of your Web site. On your keyboard, type 'login' (you won't see the word 'login' as you type it). A login box like the one below will appear.

Hey There, Welcome to Elexio Website!

Enter your email address and password, and click "Login".

When you are logged in, the control bar will show at the top of your site window as shown in the image below.

Elexio Website Menu Bar

Congrats, you're logged in!

*** Where's my old IntelliSite control panel?  It's no longer there. That separate area that you opened in a new tab to edit your web site has been replaced by this Control Bar that shows across the top of your site when you are logged in as a site editor. In an Elexio Website, you log in to your site and do everything in the same window. That’s much simpler and more intuitive, but at first it may feel disorienting if you’re used to working in the IntelliSite Control Panel.

Step 2: Create a new page, then navigate to it

First, let's create a new page.

1. After you have logged in (see Step 1:Login above on how to login), on the control bar at the top of your screen, click on the "Pages" icon.

After you have logged in (see Step 1:Login above on how to login), on the control bar at the top of your screen, click on the 'Pages' icon.

2. At the top of the Pages window, click the "New Page" button. A page will appear with the name "New Page".

At the top of the Pages window, click the Create a New Page icon. A page will appear with the name New Page.

3. In the Properties tab at the bottom of the window, replace the name "New Page" with a name you want to use for the page (for example, About Us).

After you have logged in (see Step 1:Login above on how to login), on the control bar at the top of your screen, click on the 'Pages' icon.

4. Also on the Properties tab, click on the "Design" option box and select a design for this page. (For this page, do not choose a 'Home' page design.)

At the top of the Pages window, click the Create a New Page icon. A page will appear with the name New Page.

5. Set menu visibility to "Visible".

After you have logged in (see Step 1:Login above on how to login), on the control bar at the top of your screen, click on the 'Pages' icon.

6. Changes will be automatically saved.

Now, let's explore a little before we leave the Pages area

Click on the tile that represents the "Home" page and notice the information change in the Properties tab at the bottom of the screen. If you wanted, you could edit information about the home page here.

The order of the pages that display on the Pages screen is the order in which they will display on the main menu of your website. Try dragging one of the tiles to another location to rearrange the order by clicking, holding, and dragging the page to another location. The first tile in the order is the first page people will see when they come to your website (see screenshot below). Double-click on the new page you created from above. You are now "under" that page in the menu. If you created new pages here, they would show under the page you created usually as drop-down items in the menu (see screenshot below).

At the top of the Pages window, click the Create a New Page icon. A page will appear with the name New Page.

Click,hold, and drag pages to rearrange the order in which they display.

At the top of the Pages window, click the Create a New Page icon. A page will appear with the name New Page.

Move pages 'under' others by dragging and dropping them onto each other (these pages will usually display as a drop-down menu).

Under "Now Browsing" in the upper left corner of the Pages window, click the button that starts "http". This will bring you back "up" to the main level of the site. More help information is available about the Pages area. For now, we'll keep moving...

*** Here's a significant change from the older Intellisite tools. You no longer have folders that don't display any content. For example, using the Intellisite method, a menu item called “Start” containing two pages would be a folder and could not display any content of its own. In your Elexio Website, you can place a set of pages under any other page to create your site structure. In the example, the “Start” page can have its own content, and the “Site Instructions” and “Dynamic Canvas Instructions” pages would be placed under the “Start” page.

Finally, let's navigate to the new page.

1. First, click on the tile that represents the page. The name you gave the page should show in the Name field toward the bottom of the screen.

At the top of the Pages window, click the Create a New Page icon. A page will appear with the name New Page.

2. Just below the Name field, under URL: you will see the address of the page (it starts http://). Click on this link to go to the page.

After you have logged in (see Step 1:Login above on how to login), on the control bar at the top of your screen, click on the 'Pages' icon.

Step 3: Start changing content: explore blocks, editing, and drafts

At this point, you should be on the page you just created, with the name you gave the page showing in the Title area of your browser.

1.Point to "Actions" on the left end of the control bar and select "Change Content".

At the top of the Pages window, click the Create a New Page icon. A page will appear with the name New Page.

2. Now move your mouse around the page, The gray sections show you the different blocks on the page. Don't click anything yet, just move around and get a feel for what you are looking at...

On your new page, most of the blocks you see are set as Design blocks. That means they are fixed in place as part of the design. They will be marked by the gray box, a green outline, and a single icon that shows you what kind of block it is (such as a Menu block or Logo block or Slideshow block).

*** Here’s another difference between Intellisite and your Elexio Website. Intellisite designs frequently used channels. In your Elexio Website, channel areas have been replaced with design blocks, making your pages much more flexible, especially because design blocks can display different content on each page.

Hover over the area of your page where most of the main content will go. A set of controls will display (shown on the screenshot to the right). This is a content area. Here you can add, delete, and rearrange blocks of content... but we'll take it one step at a time... After you have logged in (see Step 1:Login above on how to login), on the control bar at the top of your screen, click on the 'Pages' icon.

3. Click on the "Edit Block" icon.

At the top of the Pages window, click the Create a New Page icon. A page will appear with the name New Page.

4. The editing controls for that block will display, and the rest of the page outside of the current block will be darkened.

Type some sample text in the block, press Enter a few times, and type a little more. This will add some size to the block and let you see what you have done. Keep it simple for now, but these Rich Content block controls are what you will use to insert images, links, and text styles on your pages much like any word processor.

*** Here’s a tip for former Intellisite users: In Intellisite, when you wanted to create a heading on your page the only option was to change the font size and color. To create headings in your site, use the headings feature built into the tools. This will give you a look that is consistent with your design throughout your site. It will also help search engines (such as Google or Bing) know what is most important on your page and will improve your site's ranking in search results.

When you are done entering some sample content, click "Ok".

Now you should be back on your page, still in the Change Content mode, with the gray boxes showing up as you move your mouse around. Notice that you can't navigate to other pages on the site while you are changing content.

After you have logged in (see Step 1:Login above on how to login), on the control bar at the top of your screen, click on the 'Pages' icon.

5. Point to "Actions" on the left end of the control bar and select "Change Content".

At the top of the Pages window, click the Create a New Page icon. A page will appear with the name New Page.

6. Notice the address of the page now ends with "?draft=2" (or something similar with a higher number). Your site automatically creates a draft of your page that will not show on your site until you publish the page. (More on publishing in a few minutes.)

Since you have stopped changing the page, you can navigate to another page on your site. Using the menu, go to your home page, and then (again, using the menu) go to the new page you were just editing. Your changes don't show because you are not viewing the draft version you edited.

After you have logged in (see Step 1:Login above on how to login), on the control bar at the top of your screen, click on the 'Pages' icon.

7. From the Actions menu, point to "Drafts" then select the option with today's date. This will show the automatically saved draft you created.

At the top of the Pages window, click the Create a New Page icon. A page will appear with the name New Page.

Recap: So far, you have logged in, created a page and navigated to it, looked at the different blocks on that page, added your own content, and looked at drafts. Just a couple more steps and you'll be ready to go...

Step 4: Add a block and see the different block types

As you start this step, you should be back on the page that you created, showing the content you placed on the page.

1. Point to "Actions" on the left end of the control bar and select "Change Content".

At the top of the Pages window, click the Create a New Page icon. A page will appear with the name New Page.

2. Point to the block you edited in the last step, then point to "Add Block."

Click the up arrow icon to add a block above the current block, or click the down arrow icon to add a block below the current block.

After you have logged in (see Step 1:Login above on how to login), on the control bar at the top of your screen, click on the 'Pages' icon.

3. When you click either arrow, the "Add Block" screen will appear. This shows the different types of blocks you can add to your page. Click each of the tabs (Popular, Media, etc.) and look over the blocks listed to get an idea of what you can do.

For demonstration, click the "Popular" tab, then select "Content Block". This is the default block you will find on any new page.

At the top of the Pages window, click the Create a New Page icon. A page will appear with the name New Page.

4. The block you just added will be open to edit, with the Rich Content editing controls showing.

Type the words "A second content block" and press Enter a few times to give the block some size. Add some more content if you like, and press Ok when you are done. Your new block should now display above or below the first block.

You can easily move these blocks or use layouts to place them side by side, but we'll keep it simple for now - you can explore those options later.

After you have logged in (see Step 1:Login above on how to login), on the control bar at the top of your screen, click on the 'Pages' icon.

*** As you've noticed by now, this process is much different than working in Intellisite. With this Website, when you want to change the content of an area, you click that area. To change the images in a slide show, you just click on the slide show (instead of finding a mysterious file folder somewhere).

For working with a calendar, there is no separate Calendars area; you edit a calendar by going to a calendar block on a page.

The big idea here is that you click on what you want to change. It’s much simpler, but if you’re an experienced Intellisite user, it may take some time to get used to the new concept.


*** Another specific Intellisite note: In Intellisite, if you wanted to arrange content side by side you had to use tables to get it done. The web world has moved away from using tables to arrange content. Using layouts, you can have side-by-side display without resorting to tables. Of course, if you need to display a chart of information, a table is the way to go. But generally speaking, you should no longer need to use tables to control the arrangement of your content.

Step 5: Publish your page

As you start this step, you should still be on the page that you created, showing the content you placed on the page. To make the draft you are working on display for anyone who comes to the site to see, you need to publish the changes.

1. In the Actions menu, select "Publish These Changes".

For editors that do not have publishing rights to the page, this button will say "Request Publish" and it will send a notice to publishers of the page.

At the top of the Pages window, click the Create a New Page icon. A page will appear with the name New Page.

When a page is published, often a prompt will display asking if you would like to take a snapshot of the page. Snapshots save a copy of the page content that can be reverted back to if needed any time. We recommend clicking "Yes" to make a snapshot. Once the draft has been published, it becomes the page anyone sees when viewing the site.

What's next?

Congratulations! You logged in, created a page, edited it, added a block, and published the page. From here, you can jump right in and start using or exploring on your own, but for most users, we recommend working through the guide on "Building Your Website" in the Help area. Help resources are always available by clicking Help in the control bar at the top of your site.

Enjoy editing your site!

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