Shift CMS Orientation
Welcome to Shift! We know you're excited about getting into it, and playing around with your new website, but please give us a five minutes to watch this quick orientation video.
It'll go over the basics, but it'll cover a few things that aren't too obvious as well, so please make sure you watch it.
The first thing you'll want to do is log in – logging in is easy. You simply go to your website's preview address, and click on the admin icon at the bottom of your page. Alternatively, you can go directly to your login screen by going to your preview address, and put a /dashboard at the end.
Once you're logged in, you'll notice a green toolbar up the top of the page. This is the toolbar you'll use to edit your website – this toolbar won't be visible to your visitors. If you press your 'Back to Site' button, you'll be able to browse your website, and go to the different pages, just like your visitors would once you go live. You can edit any of the pages by pressing the 'edit page' button.
If you'd like to add pages, simply press the 'add page' button. The thing to keep in mind, is when you press this add page button, it will add a sub-page from the page you're on. For example, if you navigate to your about us page, and you press the add page button, this will add a sub-page on your about us page, and it will appear on your dropdown menu. If you're on your homepage, it will just add a new page. The main page categories up the top are set. These were programmed in to match what was on your design concept.
Let's say you want to edit your homepage. Navigate to your homepage, and press the 'edit' button. A special 'within-page' editing toolbar will appear. We'll just briefly go over these buttons now.
This is pretty obvious – if you'd like to exit editing this page, press this button. When you do this, it prompts you to save or discard your changes.
Page Properties and SEO
This button allows you to rename your page, set the page's URL, and update your metatags, which is used for search engine optimisation, or SEO.
This button allows you to change the overall layout of your pages. For example, you can swap between having your sidebar left aligned, right aligned, or having no sidebar at all. Most of our customers have two subtly different designs – one for the homepage, and one for the inner pages. That's where 'themes' come in – you can change the design of each page to be the homepage design, or the inner design.
The permissions button is used for people with members areas, where you can control who sees what pages.
Let's face it – when you're entering in your content, you'll probably make mistakes. You can easily revert back to earlier versions of your page.
You can use page tree to either move, or delete a page. For example, if you've created a page, but you want to move it to be a sub page of your about us page, you can do this here.
Adding and Editing Blocks
Your website's content is all made up of blocks. To edit a block, just click on it and select 'edit'. To add a new block, click the 'Add to' option at the bottom of the area you want to add your block to.
The most common block you'll be using is called 'content'. Simply put, this will enable you add your own content, whether it be text or pictures. You'll find a familiar looking Microsoft Word-like toolbar for you to stylize your text.
This may not appear so obvious, but you'll use spacers a lot. You basically use them to create space between blocks. Because you don't want all your blocks hard up against each other, you can use the spacer block to insert gaps between them.
You can use page lists to list pages in your website. For example, if you'd like to list all your sub pages under your about us page, you can insert a page list block that will do just that.
Youtube Video/Google Map
Youtube video and google maps blocks are good examples of blocks that perform handy functions that you can use on your site. Pretty obviously, you can use the you tube video block to display Youtube Videos that are embedded on your site. Likewise, use the Google Map block to display your place of business on a Google Map.
The Form Builder block is exceptionally handy. You can use it to create your own contact forms. You can create your own form fields that use tickboxes, radio buttons, text fields and much more. When your visitors fill them out, the results will be emailed to you.
Lastly, we have an apps marketplace. If you need some special functionality on your website, we're likely to have an app for it. You can use the apps marketplace to download and install apps directly on to your website. For example, if you're selling to overseas visitors who may or may not speak English, you can purchase an automatic translation app that will translate your whole website into around fifty languages automatically.
Want to change the position of a block? No problem, just click on the block and press 'Move', then simply drag the block to where you want it to appear.
So, you've setup your content blocks, and now you want to style them. There are two ways of doing this – you can create your own styles, or you can select from our 'block style templates'.
Block Style Templates
If you're wanting to style a content block or a page list block, using our Block Style Templates is the easiest option for you. Simply click on the block you want to style, and select 'Block Style Templates'. Here, you've got over 50 styles to choose from.
You'll have a specially designed block that looks in line with your branding. This block is called 'custom1'.
Custom Block Style
Want something a bit more custom? No problem, you can create the styles yourself. Just click on your block, and select 'custom block style'. Here, you can create background colours and images, and style your borders.
Shift is extremely flexible. If you'd like to add your own layouts to your pages, you can. Simply select 'Add Layout'. You should use this sparingly, but if you'd like to get custom you can.
Your scrapbook is like the clipboard on your computer. If you want to copy blocks and use them on other areas of your site, you can copy a block to your 'scrapbook', and then 'paste from scrapbook' once you've done so.
Blogs are great for search engine optimisation, because it's a great way to put in fresh content on site. Google loves fresh content, so they'll reward your site with higher rankings. To add a blog entry, press the 'get apps' button.
Your dashboard gives you access to features that aren't page-specific. Here, you can view your sitemap (which gives you an overview of all the pages you've setup), your file manager (which shows all your images and documents), your reports (which gives you an overview of your contact form usage and survey results), your users (which is used to manage users of your members area), your blog (which you'll use to manage your blog entries), and your scrapbook (which shows you what blocks you've copied).
To update your rotating headers, you'll need to log into our header CMS. The web address for this is found in your welcome email. To change your images, just use the same username and password you use to login to shift.
Finally, when you've got your content in and you're ready to make your website live to the public, just press the 'Go Live' button and follow the prompts. Our support team will then make arrangements to make your site live to the world.
If you need any detailed help on any feature of shift, just click on the help icon on the page that you're on, to get a video tutorial showing you exactly what you'll need to do. If you still have questions, the best thing to do is email firstname.lastname@example.org with your questions, and we'll guide you through whatever you need to know.
I hope this video has given you a good rundown of what you'll need to know. Good luck getting your content in. Remember, we're here to help, so if you'd like to talk, we'd love to hear from you.