Drupal

Drupal
Content Sections

Drupal is an open-source content management system (CMS). It's used by millions of people and organizations around the globe to build and maintain their websites. Drupal has great standard features, like easy content authoring, reliable performance, and excellent security.

Collin Haines

Website Accessibility

Website Accessibility
Content Sections
Victoria Boyko

Accessibility Checklist

Accessibility Checklist
Content Sections

This checklist outlines the accessibility requirements content editors should follow when adding or updating website content. It covers images, links, headings, videos, and documents, as well as reports and tools for ongoing monitoring. It is based on the Web Content Accessibility Guidelines (WCAG) 2.1, Level A and AA.

Use this checklist to review content before publishing and when updating existing pages. Following it consistently helps prevent common accessibility issues and ensures content can be used by people who rely on assistive technologies, such as screen readers, keyboard navigation, and captions.

Website Content Accessibility Checklist 

Images

  • Add meaningful alt text for all content images.
  • Avoid embedding text inside images.
  • Don’t rely on image alone to convey important information.
  • Avoid Image-Only PDFs or Scans. If a flyer with event information is added to a page the following steps can be taken to make the content accessible:
    • Use descriptive alt text for the image.
    • Repeat all text from the flyer directly on the web page (either above or below the image).
    • Add a heading or summary above the image to summarize the content. For example: “Event Details (also shows in flyer below)”

Headings

  • Use heading levels to create a clear and logical structure. Start with Heading 2 for main sections (since Heading 1 is reserved for the page title), and use subsequent heading levels (e.g., Heading 3, Heading 4) as needed for subsections. Avoid skipping levels. For example, don’t jump from Heading 2 to Heading 4, so screen reader users can easily understand the content hierarchy.
  • Do not use bold text to mimic headings, use real heading tags.

Text Formatting (Recommended)

  • Avoid ALL CAPS for emphasis — it's harder to read for many users.
  • Use bold/italic sparingly for true emphasis — not as a substitute for headings or lists.

Links

  • Write descriptive link text (e.g., “View the annual report” instead of “Click here”).
  • Avoid duplicate link text going to different places.
  • Avoid instructions that depend on visual/spatial location, e.g. "click the button on the right" or "see the sidebar."

Lists

  • Use ordered or unordered lists available in content editor for items that are lists.
  • Do not create lists using dashes, numbers, or tabs manually. 

Tables

  • Use tables only for tabular data, not for layout.
  • Include table headers to support accessibility and responsive design.
  • Give data tables a caption/title summarizing what the table shows. (Recommended)

Embedding iFrame

  • When embedding an iFrame using the Embed embedded content icon in the content editor, use the Title option under Advanced. This helps users who rely on screen readers understand the purpose of the embedded content, such as a video, map, or form.
iFrame embed screen

 

Audio/Video

  • Include captions and transcripts for videos.
  • Ensure media players are keyboard-accessible. Most embedded players from platforms like YouTube and Vimeo support keyboard navigation.
  • Avoid enabling autoplay on embedded video or animated GIFs that run longer than a few seconds. 

Page Setup

  • Give every page a descriptive, unique page title.

Documents (PDF, Word, etc.)

Victoria Boyko

Ongoing Monitoring Tools

Ongoing Monitoring Tools
Content Sections

Periodically review the following Real Time Reports and resolve any issues found:

  • Alt Tags
    • View pages with missing alt tags.
    • Add descriptive alt text to images to meet accessibility standards.
  • Broken Links
    • View pages containing broken links.
    • Update or remove the broken links as needed.
  • “Click Here” Links
    • View pages that use “Click Here” as link text.
    • Replace with meaningful, descriptive text that explains the link’s purpose.
  • Editoria11y
    • View accessibility alerts on individual pages.
    • Review and resolve flagged issues to meet accessibility standards.
Victoria Boyko

Editoria11y Website Accessibility Checker

Editoria11y Website Accessibility Checker
Content Sections

Editoria11y (“editorially”) is an accessibility checker built into your website. While you’re logged in, it checks each page you open, and the page you’re editing, for common problems: missing or unhelpful image descriptions, skipped heading levels, unclear link text, linked PDFs and more. Each alert explains the problem and how to fix it. Visitors never see the alerts.

If you don’t see the Editoria11y buttons at the bottom right of the page when you’re logged in, it isn’t turned on for your account. Contact VC3 support to turn it on.

Alerts on a Page

Open any page on your site while logged in. Alerts appear next to the content that needs a look, and the buttons at the bottom right show how many alerts the page has.

  • A red ! is an error: something to fix, such as alt text that is just the image’s file name.
  • A yellow ? is a manual check: something that may be a problem. Read it and decide, for example whether a “click here” link makes sense on its own.

A page with yellow question mark and red exclamation mark alerts beside its content, and the Editoria11y buttons with the alert count highlighted at the bottom right.

Select an alert to read what’s wrong and how to fix it. Use the arrows at the bottom of the alert to go to the previous or next one, or select the number at the bottom right to go to the first alert.

An error alert: Image's text alternative is a URL, with an explanation and how to fix it.

Manual Checks: Mark as OK or Ignored

If you’ve checked a yellow alert and the content is fine, you can dismiss it:

  • Mark as OK hides the alert for everyone who edits the site.
  • Mark as ignored hides it just for you.

A manual check alert: was a heading level skipped? with the Mark as ignored and Mark as OK buttons highlighted.

Errors (red) can’t be dismissed; fix them instead. On some sites these buttons aren’t available.

To bring back a hidden alert, select the eye button that appears at the bottom right (Show hidden alert), select the alert, then Restore this hidden alert.

A hidden alert shown again, with the Restore this hidden alert button, and the eye button at the bottom right.

Check Headings and Alt Text

Select the list button at the bottom right, then Headings or Alt Text. Editoria11y labels each heading on the page with its level (H2, H3 and so on) and shows each image’s alt text over the image. Check that the headings form an outline without skipping a level, and that each alt text describes what the image means on the page. Labels on your site’s header and footer can be ignored.

The page with an H4 label on a heading and the image's alt text shown over it, and the Headings and Alt Text options open at the bottom right.

Alerts While You Edit

Editoria11y also checks the text editor while you edit a page. The alerts update as you type, so you can fix a problem and watch its alert disappear, for example by changing a Heading 4 to a Heading 3.

The page's Edit form with alerts beside a heading, an image and two links inside the text editor.

Hide or Show the Alerts

Select the round flag button at the bottom right to hide all alerts while you look at the page. Select it again to show them.

Tips

  • Fix the red alerts first. Then go through the yellow ones.
  • For help with what an alert asks for, see Website Accessibility.
Victoria Boyko

Word and PDF Accessibility

Word and PDF Accessibility
Content Sections

Check Accessibility in Microsoft Word

1.Run the Accessibility Checker

  1. Click the Review tab.
  2. Select Check Accessibility. The Accessibility panel opens on the right.
  3. Review all items listed under Errors, Warnings, and Tips.
  4. Click any item in the panel to jump to the affected content.
  5. Alternative path: File → Info → Check for Issues → Check Accessibility.

2. Save as PDF

  1. Save using File → Save As → PDF. Do not use Print to PDF — it does not preserve structure, headings, or alt text.
  2. In the Save As dialog, click Options and check "Document structure tags for accessibility."
  3. Save the file.

Check Accessibility in Adobe Acrobat Pro

Note: Adobe Acrobat Pro is required for the steps in this section. The free Adobe Reader does not include the full accessibility checker.

1. Run the Accessibility Checker

  1. Open the PDF in Adobe Acrobat Pro.
  2. In the left sidebar, click All tools → Prepare for accessibility → Check for accessibility.
  3. Leave all options checked and click Start Checking.
  4. The Accessibility Checker panel opens on the left. Results are grouped by category: Document, Page Content, Tables, Headings, and Forms.
  5. For any Failed item, right-click and select Fix to address it, or Explain for details.
  6. Alternative path: Tools → Accessibility → Full Check.

Note: Do not assume Needs Manual Check items are passing. Each one requires your manual review.

2. Verify Reading Order

  1. Open from Accessibility → Reading Order.
  2. Confirm numbered boxes follow a logical sequence top-to-bottom and left-to-right.
  3. Pay close attention to multi-column layouts and content positioned beside images.
  4. Drag blocks to reorder as needed.

Recommended Workflow

Follow this sequence to check and publish an accessible document.

  1. Fix in Word first. Run the Word Accessibility Checker and resolve all Errors and Warnings.
  2. Export correctly. Use File → Save As → PDF → Options → check "Document structure tags for accessibility." Never use Print to PDF.
  3. Run the Acrobat Pro checker. Fix all Failed items. Manually review all Needs Manual Check items.
  4. Re-run the checker. Confirm no new issues were introduced by your fixes.
  5. Publish. Once the checker shows no Errors, the document is ready.

Additional Resources

Victoria Boyko

Accessing Drupal

Accessing Drupal
Content Sections
Kylie Diegmiller

Signing In

Signing In
Content Sections

Sign in to your website to edit its pages, news, events and other content.

Open the Sign-In Page

Type your website’s address in your browser and add /user at the end, for example https://www.yourwebsite.gov/user. Bookmark the page so it’s easy to find next time.

Sign In

  1. In Log in by username/email address, enter your username or the email address on your account.
  2. In Password, enter your password. Select the eye icon at the end of the box to see what you typed.
  3. Tick I’m not a robot. The Log in button stays grey until you do. If Google asks you to pick pictures, follow its steps.
  4. Select Log in.

The Log in page with a username and password entered and I’m not a robot ticked.

After You Sign In

You land on your account page. The toolbar at the top of every page leads to your tools: Content to add and edit pages, and the other menus your role allows. On any admin page, select Back to site to return to the website.

The account page after signing in, with the toolbar at the top.

Sign Out

On any admin page, point to your name at the top right and choose Log out. Sign out when you finish, especially on a shared computer.

The menu under the user’s name, with View profile, Edit profile and Log out.

If You Can’t Sign In

  • “Unrecognized username or password.” Check the spelling and that Caps Lock is off, then try again. The I’m not a robot box clears after each try, so tick it again. To set a new password, select Forgot your password? (see Change Your Password).
  • “There have been more than 5 failed login attempts for this account. It is temporarily blocked.” After five wrong passwords, the account is locked for up to six hours. To get in straight away, request a new password: signing in with the emailed link unlocks the account.
  • “The user has not been activated yet or is blocked.” Your account has been switched off. Ask your site administrator to make it Active again.

The Log in page showing “Unrecognized username or password. Forgot your password?” under the username box.

Kylie Diegmiller

Two-factor authentication

Two-factor authentication
Content Sections

Two-factor authentication (TFA) adds a second step to signing in: after your password, you enter a 6-digit code from an app on your phone. Even if someone learns your password, they can’t sign in without your phone. It’s optional, and you set it up yourself.

Before You Start

Install an authenticator app on your phone, such as Microsoft Authenticator, Google Authenticator, Twilio Authy or FreeOTP. All are free from your phone’s app store. The setup page also lists them.

Set Up the App

  1. On any admin page, point to your name at the top right and choose View profile, then select the TFA tab.
  2. Under TFA application, select Set up application.
  3. Enter your current password and select Confirm.
  4. In the authenticator app, add an account and scan the QR code. If you can’t scan it, type the setup code shown above the QR code into the app instead.
  5. The app now shows a 6-digit code for your website that changes every 30 seconds. Enter the current code in Application verification code.
  6. Select Verify and save. “TFA setup complete” appears, and the TFA tab shows Status: TFA enabled.

The TFA tab of the account, with Set up application under TFA application and Generate codes under Recovery Codes.

The TFA setup page with a list of authenticator apps, the setup code and QR code (blurred here), and a verification code entered.

Make Recovery Codes

Recovery codes let you sign in when you don’t have your phone. Make them right after setting up the app.

  1. On the TFA tab, under Recovery Codes, select Generate codes.
  2. Enter your current password and select Confirm.
  3. Copy or print the 10 codes and keep them somewhere safe, away from your phone, such as a password manager.
  4. Select Save codes to account. The codes don’t work until you do.

A list of ten recovery codes with Save codes to account and Cancel buttons.

Each code works once. To see your codes again, select Show codes on the TFA tab. To replace them all with new ones, select Reset codes.

The TFA tab after setup: TFA enabled, with Reset application, Reset codes and Show codes links.

Sign In With a Code

  1. Sign in with your username and password as usual (see Signing In).
  2. On the Two-Factor Authentication page, open the authenticator app and enter the current 6-digit code.
  3. Select Verify.

The Two-Factor Authentication page asking for the application verification code, with a TFA Recovery Code link and a Verify button.

You’re asked for a code every time you sign in, including after resetting your password.

Sign In Without Your Phone

On the Two-Factor Authentication page, select TFA Recovery Code, enter one of your recovery codes (for example 123 456 789) and select Verify. That code can’t be used again.

The Two-Factor Authentication page asking for one of your recovery codes, in the format XXX XXX XXX.

New Phone?

Sign in with a code from your old phone or a recovery code, open the TFA tab and select Reset application. Enter your current password, then scan the new QR code with the app on your new phone and enter its code, as under Set Up the App. Codes from the old phone stop working.

Tips

  • If a code is refused, wait for the next one and enter it quickly. Codes depend on the time, so check that your phone’s clock is set automatically.
  • You can’t switch two-factor authentication off yourself. If you’ve lost your phone and your recovery codes, contact VC3 support to reset it.
Dennis Osnitsky

Reset your password

Reset your password
Content Sections

You can change your password at any time while you’re signed in. If you’ve forgotten it, you can set a new one from the sign-in page.

Change Your Password While Signed In

  1. On any admin page, point to your name at the top right and choose Edit profile.
  2. In Current password, enter the password you use now.
  3. In Password, type the new password. A bar shows how strong it is, and tips appear until it’s strong.
  4. Type the new password again in Confirm password. “Passwords match: yes” appears below it.
  5. Select Save at the bottom of the page. “The changes have been saved” appears at the top.

The Edit profile form with Current password, Email address, Username, Password and Confirm password filled in; the strength bar shows Strong and Passwords match shows yes.

Don’t select Cancel account next to Save: it closes your account.

The Save button and the Cancel account button at the bottom of the form.

You also need your current password to change your Email address on this form.

Choose a Strong Password

Make it at least 12 characters long, with uppercase and lowercase letters, numbers and punctuation. A few unrelated words joined with dashes are easy to remember and hard to guess. Don’t reuse a password from another account.

A short password rated Weak, with recommendations: make it at least 12 characters, add uppercase letters, add numbers, add punctuation.

Forgot Your Password?

  1. Open the sign-in page (your website’s address with /user at the end) and select the Reset your password tab. After a wrong password, the Forgot your password? link under the username box takes you there too.
  2. Enter your username or email address.
  3. Tick I’m not a robot and select Submit.

The Reset your password tab with a username entered and I’m not a robot ticked.

A message confirms that an email is on its way if the account exists.

The message: If the account is valid, an email will be sent with instructions to reset your password.

Use the Link in the Email

  1. Open the email, titled “Replacement login information”, and select the link in it.
  2. On the Reset password page, select Log in.
  3. Type a new password in Password and again in Confirm password. You don’t need the old password here.
  4. Select Save at the bottom of the page.

The Reset password page: a one-time login with an expiry date and a Log in button.

The account form after using the link, with the message “You have used a one-time login link. You can set your new password now.” and a new password typed twice.

The link works only once, and it expires after one day. If it has expired or was already used, request a new one from the Reset your password tab.

Tips

  • No email after a few minutes? Check your spam or junk folder. Still nothing? Ask your site administrator to check the email address on your account.
  • If your account is locked after too many wrong passwords, signing in with the emailed link unlocks it.
Victoria Boyko

Add a New User

Add a New User
Content Sections

Site Administrators only. Adding and managing accounts needs the Site Administrator role. If People isn’t in your toolbar, ask a Site Administrator at your organization or contact VC3 support.

Roles

A role decides what someone can do. Give each person only what they need. Someone can hold more than one role.

  • Publisher: adds, edits and publishes content, edits menus and schedules content.
  • Contributor: adds and edits drafts, but can’t publish them. A Publisher reviews and publishes their work.
  • Site Administrator: manages accounts only. It doesn’t include editing content, so give Publisher as well to someone who also edits the site.

Find People

Select People in the toolbar. The list shows each account’s username, status, roles, how long they’ve been a member and when they last signed in. To find someone, type part of their name or email in Name or email contains, or choose a Status or Role, then select Filter.

The People page with an Add user button, filters for name or email, status and role, and a list of accounts.

Add a User

  1. On the People page, select Add user.
  2. Enter their Email address. Use their work email: it’s where their sign-in and password emails go. Each account needs its own address.
  3. Enter a Username, for example their first initial and last name. Spaces, periods, hyphens, apostrophes, underscores and @ are allowed. They can sign in with the username or the email address.
  4. Type a temporary Password and again in Confirm password.
  5. Leave Status on Active.
  6. Under Assignable roles, tick their role or roles.
  7. Turn on Notify user of new account. They get an email with a one-time link to sign in and set their own password, so you don’t need to send the temporary one.
  8. Select Create new account.

The Add user form with email address, username and password filled in, Status set to Active, Publisher ticked and Notify user of new account turned on.

The one-time link in the welcome email expires after one day. If the person misses it, they can set a password from the Reset your password tab on the sign-in page (see Change Your Password).

Change Someone’s Account

On the People page, select Edit in the person’s row. You can change their email address, username, password, status and roles. Select Save at the bottom of the form.

The Status choice (Blocked or Active) and the Assignable roles checkboxes on someone’s account.

  • Change a role: tick or clear the boxes under Assignable roles.
  • Set a new password for them: type it in Password and Confirm password. It’s usually better to have them use Reset your password instead, so only they know it.
  • Stop someone signing in: set Status to Blocked. Their account and everything they wrote stay as they are, and you can set them back to Active later.

Remove an Account

When someone leaves, block the account (above), or cancel it: select Edit in their row, then Cancel account at the bottom of the form. Choose a Cancellation method and select Confirm.

The cancel account page with four cancellation methods and a Require email confirmation switch.

  • Disable the account and keep its content: the same as blocking. This is the safest choice.
  • Disable the account and unpublish its content: also takes everything they created off the website.
  • Delete the account and make its content belong to the Anonymous user: removes the account but keeps their pages. This can’t be undone.
  • Delete the account and its content: removes the account and every page they created. This can’t be undone.

Leave Require email confirmation off, unless the person should confirm the cancellation by email first.

Tips

  • Give everyone their own account. Don’t share one sign-in between people.
  • Review the People list from time to time, and block accounts that are no longer needed.
  • If someone can’t find the welcome email, check the email address on their account, then have them check their spam folder.
Kylie Diegmiller

Content

Content
Content Sections

When you are logged into the site you can access your site's content by navigating to the Content Page using the control Bar. 

control bar

Under Content on the Control bar you can view scheduled content, add content, view your files in the site and the file browser, you can manage your Home Action Buttons, and manage "people" in the site.

content tab


On the Content page you can find all of the content you have in your site in a sortable/filterable table. Content can be filtered based on title, content type, and published/unpublished status. 
 

Content page.
 

Collin Haines

Adding Content

Adding Content
Content Sections

Content typesOnce signed into your website, you can add content by navigating to to Content > Add Content.  There you will find a list of Content Types to choose from.

A Content Type is a pre-defined collection of fields which relate to each other by an informational context.  A developer can add new Content Types to collect specific information for display.

Standard content types on your site include:

  • Agendas and Minutes
  • Calendar Event
  • Home Action Item
  • Home Feature
  • News
  • Page
  • Person
  • Site Alert
Kylie Diegmiller

Adding a Page Menu

Adding a Page Menu
Content Sections

Navigate to the page where you want to put the page menu. On the right side of the screen, expand the Menu settings and click the Provide a menu link toggle. The Link title and the Parent menu choice will expand. 

The Link title will be prepopulated with the page Title and can be updated as needed. 

 

Add page menu


If you wish the page to be linked on the top menu, leave the Parent choice as is. Alternatively, choose an item from the Parent drop-down to set the page link menu within the menu structure you've chosen.

Victoria Boyko

Adding a menu link

Adding a menu link
Content Sections

To add a link to an external site or a document on the website, go to Structure -> Menus -> Main navigation -> Add link.

Enter your Menu link title, which will appear in the menu. In the Link input box, add the full URL link of an external site that begins with https:// or a path to the file on the website, as shown in the screenshot below:

Add menu link

A page link can be added by entering the page name into the Link input box and selecting from the auto-populated values. 

It is strongly advised to add page menus using the edit page interface.

Victoria Boyko

Agendas and Minutes

Agendas and Minutes
Content Sections

agendas and minutes pageAgendas and Minutes can be easily added you your site by navigating to Content > Add Content > Agendas and Minutes.  You will simply fill out the form and the site will format the Agendas and Minutes posts for you. 

 

Fill out the following fields to add Agendas and Minutes:

When creating new Agendas and Minutes, you will start with the Meeting Title. 

Next, you can add the meeting date using the date picker. 

Organize Agendas and Minutes by selecting a Council/Committee.  Selecting a Council or Committee will allow you to filter your posts.

minutes fileYou can add an Agenda file directly to your post using the file browser. Open the File Browser and select your agenda file, or upload the file if you have not already added it to the site. 

Learn more about the File Browser.

Adding Minutes files are the same as adding Agenda files; Open the File Browser and select your agenda file, or upload the file if you have not already added it to the site.

meeting video field

Drupal also allows you to add a meeting video to your Agendas and Minutes.; just type or paste in the video URL into the Meeting Video URL box.  We recommend storing your videos on YouTube and linking them here using the video URL.

Meeting notes can be added at the bottom of the page using the standard text editor. 

 

At the top right side of the page you can choose to promote your post to the Home Page.

Be sure to save as published if you wish to make your post live! 

Kylie Diegmiller

Calendar Events

Calendar Events
Content Sections

Under Content > Add Content you can Find Calendar Events

You can create a Calendar Event and publish it right away, or set it as a draft if you are not ready for it to be live on your website.  Drafts can be found on the Content Page. 

Once you fill out the required fields, the website will format your event and show it on the calendar.

Add calendar event
 

To Set up a Calendar Event, you will need to give it a itle. 

Next, you'll need to set up when the even is taking place. You will need to set the event date(s) and time, duration of the event, and if the event repeats and when it repeats. 

calendar event title

 

 

 

 

 

 

 

 

 

 

 

 

 

Duration can be set to No end time if the event end time is unknown:

Event duration

 

For recurring events, choose the Repeats option:

Event repeat option

 

If monthly Repeats is selected, the screen will display the following options:

Repeats every months

 

If you want the event to repeat every month, enter 1 or leave the first field (# of) empty; otherwise, provide a number of months.

In the Ends drop-down, select when the event will end—after a number of times or on a specific date:

Recurring event ends options  


Open the Advanced settings and pick the event schedule, for example: Second Monday.

Event schedule

 

Read more about editing recurring events instances

calendar event

 

You can give your Calendar event a Feature Image when you create the event.  

 

Calendar events can have Categories to help keep your calendar organized. You can also have several instances of the calendar in different areas of your site. Each instance of the calendar can be filtered with a different category, allowing you to show different information and events in the different areas of your site. 

 

Give your Event a Location Name and Location Address so people know where your event will take place.

 

 

 

You can give your event a description in the text editor.  

event text editor

 

 

Kylie Diegmiller

Creating a Page

Creating a Page
Content Sections

To create a new page you will need to be logged into the site as a user.

Once you are logged in, you should navigate to Content at the top of the page, then Add Content, then Page.

 

Create page menu.

 

You will then be directed to a blank page. Here you can:

  • give the page a title
  • add a feature image
  • add content in the Text Editor
  • set up the menu settings/where the page will show. 

You also have the ability to add more Content Sections. Learn more about Content Sections.

 

Create page screen.

 

At the top of your page you will see the option to Save as: Draft or Published.  Your Page needs to be saved as Published to be seen by the public. Saving the page as a draft is useful if you need to get the page started, but it is not ready to be seen by the public. You can save the page as a draft and access it later on the Content page. 

Kylie Diegmiller

Adding Accordions

Adding Accordions
Content Sections

An accordion is a list of titles that visitors click to show or hide the content under each one. It works well for frequently asked questions, or for long pages where visitors only need one part. Accordions are added as a Content Section.

Add an Accordion

At the bottom of the Content Sections area, select the arrow beside the Add button, then choose Add Accordion.

The Content Sections add menu open, with Add Accordion highlighted.

The accordion appears with its first section. Each section has:

  • Accordion Section Title – the text visitors click, such as a question.
  • Accordion Section Body – the content that opens under the title.
  • Display expanded – turn it on to show this section open when the page loads.

A new accordion with its first section, with the Accordion Section Title field and the Add Simple button highlighted.

Add the Section Content

Type the section title. Then, under Accordion Section Body, select Add Simple to add a text editor. To add something else, select the arrow beside it: an image, columns, a view or a Google map.

The Accordion Section Body add menu, with Image, Columns, View and Google Map options.

Type the content in the text editor. It has the same buttons as the main text editor, so you can add links, lists, tables and images.

An accordion section with a title and its answer typed in the text editor.

A section body can hold more than one item, for example text followed by an image. Add them in order with the same buttons.

Add More Sections

Select Add Accordion Section below the last section, then fill in its title and body the same way. Add as many sections as you need.

The Add Accordion Section button highlighted below a section.

Open a Section When the Page Loads

All sections start closed. To show one open, turn on Display expanded in that section. Usually only the first section, if any, should start open.

The Display expanded switch turned on for an accordion section.

Reorder, Copy or Remove a Section

  • Reorder: drag a section by the dotted handle on its left.
  • Copy: select the three dots at the top right of the section, then Duplicate.
  • Remove: select the three dots, then Remove. If asked, select Confirm removal.

The three-dot menu of an accordion section open, showing Remove and Duplicate.

To remove the whole accordion, use the Remove button at the top right of the Accordion.

On Your Page

Save the page and view it. Each section title shows as a bar that visitors click to open or close the section. Opening one section closes the others. Your site may also show Expand All and Collapse All buttons above the accordion, which open or close every section at once. Colors and styles depend on your site.

An accordion on a page, with the first section open and two closed sections below it.

Other Options

Depending on your site, the accordion may also have these settings at the top:

  • Show Indicators – shows open and close signs (such as + and −) beside each title.
  • Header – a heading shown above the accordion.

Tips

  • Keep section titles short and clear, such as a question. Screen readers read them as headings, so visitors can jump between them.
  • Section titles are Heading 2 (or Heading 3 if the accordion has a Header). Headings inside a section should be one level lower, for example Heading 3. See Headings and Text Formatting.
  • Don’t hide information every visitor needs, such as deadlines or contact details, inside a closed section.
  • Save the page as Published when you are done so the public can see it.
Dennis Osnitsky

Adding Images

Adding Images
Content Sections

To add an image to your page you should select the image icon in the WYSIWYG editor.

Insert image screen.

 

From there you will see the below Pop-up box to select your image.  Select File Browser (magnifying glass icon) to search for, or upload your image to the site.  

Insert image dialog.

 

To upload a file, in the File Browser dialog box that opens, click on the Upload icon on the top menu, then the Add File button, and choose a file to upload from your computer. After uploading a file, click Select on the top menu to add the file to the page. 

To remain ADA compliant, remember to fill out the Alternative Text box with a simple image description. Click on the Missing alternative text link as shown in the screenshot below, add the alternative text, and click the Insert link to add the text. 

Peaches and alternative text screenshot.

In the Insert Image pop-up box, you can select how to align the image on the page.  The site will automatically align any text based on how you align the image. 

You can also choose to add a caption to the image.

The image can also be resized by selecting one of the image corners and resizing the image size on the screen, or by choosing the original image size to restore the image size in the Resize image drop-down in the image menu.

The image can have a link added by selecting the Link Image icon (the last icon on the image menu screenshot below), adding a link URL, and selecting the save link.

Image menu

To access the image properties after you've added your image to the site you can click the image. 

After making the image changes Save the page.

Kylie Diegmiller

Adding Tabs

Adding Tabs
Content Sections

Tabs show related content side by side in the same space. Visitors select a tab name to see its content. They work well for a few parallel topics, such as Trash, Recycling and Yard Waste. Tabs are added as a Content Section.

Add Tabs

At the bottom of the Content Sections area, select the arrow beside the Add button, then choose Add Tabs.

The Content Sections add menu open, with Add Tabs highlighted.

The tabs appear with the first tab. Each tab has:

  • Tab Name – the short label visitors select, such as “Recycling”. It’s required.
  • Tab Body – the content shown when the tab is selected.

New tabs with the first tab, with the Tab Name field and the Add Simple button highlighted.

Add the Tab Content

Type the tab name. Then, under Tab Body, select Add Simple to add a text editor. To add something else, select the arrow beside it: an image, columns, a view or a Google map.

The Tab Body add menu, with Image, Columns, View and Google Map options.

Type the content in the text editor. It has the same buttons as the main text editor.

A tab named Trash with its text typed in the text editor.

A tab body can hold more than one item, for example text followed by an image. Add them in order with the same buttons.

Add More Tabs

Select Add Tab Section below the last tab, then fill in its name and body the same way.

The Add Tab Section button highlighted below a tab.

Reorder, Copy or Remove a Tab

  • Reorder: drag a tab by the dotted handle on its left. The first tab is the one visitors see when the page opens.
  • Copy: select the three dots at the top right of the tab, then Duplicate.
  • Remove: select the three dots, then Remove. If asked, select Confirm removal.

The three-dot menu of a tab open, showing Remove and Duplicate.

To remove all the tabs, use the Remove button at the top right of Tabs.

On Your Page

Save the page and view it. The tab names show in a row, and the first tab’s content shows below them. Visitors select a name to switch tabs. Keyboard users can also move between tabs with the arrow keys. Colors and styles depend on your site.

Three tabs on a page, Trash, Recycling and Yard Waste, with the Trash tab selected.

The same tabs with Recycling selected, showing its content.

Tabs or an Accordion?

  • Use tabs for two to five related topics with short names, where visitors pick the one that applies to them.
  • Use an accordion for longer lists, such as frequently asked questions, or when titles are longer than a few words. See Adding Accordions.

Tips

  • Keep tab names to one to three words, so they fit on one line on phones.
  • Tab names aren’t headings. If a tab’s content needs headings, follow the page’s outline: Heading 2 for main sections, Heading 3 inside them. See Headings and Text Formatting.
  • Put the most important or most used topic in the first tab. Content in other tabs is hidden until a visitor selects it.
  • Save the page as Published when you are done so the public can see it.

See Content Sections for the other section types.

Dennis Osnitsky

Adding and Editing Tables

Adding and Editing Tables
Content Sections

Tables are the best way to show information in rows and columns, such as hours, fees or contact lists. Use the Table button in the text editor to add one.

Add a Table

Place your cursor in the text editor where the table should go, then select the Table button in the toolbar.

The Table button in the text editor toolbar.

Move your mouse over the grid to choose how many rows and columns you need, then click. The numbers under the grid show the size (rows × columns). You can add or remove rows and columns later.

The table size grid with 4 rows and 3 columns selected.

Click in a cell and start typing. Press Tab to move to the next cell, and Shift + Tab to move back. Pressing Tab in the last cell adds a new row.

The Table Toolbar

When your cursor is inside a table, a small toolbar appears above it. From left to right, the buttons are:

  • Column – add, delete or select columns, or make the first column a header
  • Row – add, delete or select rows, or make the first row a header
  • Merge cells – join cells together or split them
  • Toggle caption – add a title to the table

The table toolbar above a table.

Add a Header Row

Every table should have a header row: the top row that names each column. Screen readers use it to tell visitors which column they are in.

Click in any cell of the top row, select the Row button, and turn on Header row.

The Row menu with the Header row switch highlighted.

If the first column names each row instead (for example, a list of facilities), you can turn on Header column from the Column button the same way.

Add or Delete Rows and Columns

Click in a cell next to where you want the change, then:

  • select the Column button and choose Insert column left, Insert column right or Delete column
  • select the Row button and choose Insert row above, Insert row below or Delete row

The Column menu with options to insert or delete a column.

Merge and Split Cells

To join a cell with the one next to it, click in the cell, select the arrow beside the Merge cells button, and choose which direction to merge. You can also select several cells by clicking and dragging across them, then select the Merge cells button.

To divide a cell again, choose Split cell vertically or Split cell horizontally.

The Merge cells menu with merge and split options.

Use merged cells sparingly. Simple tables are easier to read on phones and with screen readers.

Add a Caption

A caption is a short title for the table, such as “Facility hours.” Screen readers announce it before the table, which helps visitors know what the table is about. Select the Toggle caption button, then type the caption above the table.

A table with the caption Facility hours above it.

Delete a Table

To delete a whole table, click inside it, then click the handle at the top-left corner of the table. This selects the entire table. Press Delete or Backspace on your keyboard.

The handle at the top-left corner of a table that selects the whole table.

Tips

  • Use tables only for information in rows and columns, not to arrange text or images on the page.
  • Keep cells short. Long paragraphs in a table are hard to read on phones.
  • Don’t leave the header row empty, and don’t use empty rows or columns to add space.
  • Save the page as Published when you are done so the public can see the table.

A finished table with a caption and a header row in the text editor.

Dennis Osnitsky

Embedding Content

Embedding Content
Content Sections

You can show content from another website on your page, such as a Google calendar or map, or a form from Cognito Forms. Use the Embed button in the text editor. For YouTube or Vimeo videos, use the Video button instead (see Adding Videos).

Add an Embed

Place your cursor in the text editor where the content should go, then select the Embed button in the toolbar, right after the Video button.

The Embed button in the text editor toolbar.

In the window that opens, choose the type of content from the Embedded content list:

  • IFrame – a calendar, map, booking page or other content that the other website gives you a web address for
  • Cognito Forms Embed – a form from Cognito Forms
  • HTML Sandbox and FontAwesome – for special cases; contact support before using them

The Embed window with the Embedded content list highlighted.

Embed a Calendar, Map or Other Page (IFrame)

First, get the embed address from the other website. Look for a Share or Embed option. For example, in Google Calendar it is under Settings → Integrate calendar, and in Google Maps under Share → Embed a map. If the website gives you code that starts with <iframe, copy only the address inside src="…".

Then fill in the IFrame fields:

  • URL – paste the embed address.
  • Width and Height – 100% width fills the page width. Change the height if the content is cut off or has too much empty space.
  • Title – a short description such as “Holiday calendar” or “Map to City Hall”. Screen readers read it to visitors, so it’s required.

You can leave Class, ID and Allow empty unless support tells you otherwise.

The IFrame fields with the URL and Title filled in.

What does this embed need to work?

For your visitors’ safety, embedded content can only do what you allow. Check the boxes the content needs:

  • Runs its own code – almost every calendar, map or widget needs this.
  • Has a form you can fill out and submit – for embeds with a form.
  • Needs to remember you – needed by many embeds, including Google Calendar.
  • Opens links or content in a new window – for links like Google Maps’ “Open in Maps”.
  • Lets you download a file – only if visitors download something from the embed.
  • Can navigate you away from this page – rarely needed.

If no boxes are checked, most embeds show as an empty box. A good starting point for Google Calendar is Runs its own code and Needs to remember you. For Google Maps, check Runs its own code and Opens links or content in a new window.

The What does this embed need to work checkboxes, with Runs its own code and Needs to remember you checked.

Select Embed at the bottom of the window.

Embed a Cognito Form

In Cognito Forms, open your form, select Publish, and copy the embed code. Then, in the Embed window, choose Cognito Forms Embed and paste the code into HTML Embed. Select Embed.

The Embed window with Cognito Forms Embed chosen and the HTML Embed box highlighted.

Only code from Cognito Forms is accepted. If you see an error, copy the embed code again from Cognito Forms without changing it.

Check Your Embed

In the text editor, an embed shows as a box with a short description, not the content itself. Save the page, then view it to check that the content shows and works.

An IFrame embed shown in the text editor as a box with its width, height and address.

If the embed is an empty box on the page, edit it and check one more box under “What does this embed need to work?”, then save and check again.

Edit or Delete an Embed

Click the embed in the text editor, then select the Edit (pencil) button above it to change its settings. To delete it, click the embed and press Delete or Backspace on your keyboard.

The Edit button above a selected embed in the text editor.

Save the page as Published when you are done so the public can see the embed.

Dennis Osnitsky

Headings and Text Formatting

Headings and Text Formatting
Content Sections

The text editor has buttons for headings, bold and italic text, lists, alignment, quotes and buttons. Using them the same way on every page keeps your site consistent and easy to read for everyone, including visitors who use screen readers.

Headings

Headings break a page into sections. Visitors scan them to find what they need, and screen reader users jump from heading to heading the way others skim with their eyes.

To make a line a heading, click anywhere in it, open the Paragraph menu in the toolbar and choose a heading level. Choose Paragraph to turn a heading back into normal text.

The Paragraph menu open, listing Paragraph and Heading 2 to Heading 6.

Use the levels in order, like an outline:

  • Heading 2 for the main sections of the page. The page title is already Heading 1, so start with Heading 2.
  • Heading 3 for sections inside a Heading 2 section, Heading 4 inside a Heading 3, and so on.
  • Don’t skip levels (for example, from Heading 2 straight to Heading 4), and don’t pick a level for its size.

Swimming Pool as a Heading 2 and Hours as a Heading 3 in the text editor.

Don’t make text bold or larger to look like a heading. It may look the same, but screen readers and search engines won’t see it as one.

Bold and Italic

Select the text, then select the B (Bold) or I (Italic) button. You can also press Ctrl + B or Ctrl + I (Cmd on a Mac). Use bold for a few important words, not whole paragraphs.

The Bold and Italic buttons in the toolbar, above a sentence with bold text.

Avoid underlining text for emphasis. Visitors expect underlined text to be a link.

Lists

Select the Numbered List or Bulleted List button to start a list, or select some lines first to turn them into a list. Press Enter for the next item, and Enter twice to end the list. Use a numbered list for steps in order, and a bulleted list when the order doesn’t matter.

The arrow beside the Numbered List button has two options: Start at sets the first number, and Reversed order counts down.

The Numbered List options, Start at and Reversed order, above a numbered list.

Alignment

Text is aligned to the left by default, which is easiest to read. To center or right-align a line, click in it and choose an option from the Text alignment menu. Keep long paragraphs left-aligned.

The Text alignment menu with left, center and right options.

Horizontal Line and Block Quote

The Horizontal line button adds a line across the page to separate content. The Block quote button sets the selected paragraph apart as a quotation. Use it only for quotes, not to indent or highlight text.

The Horizontal line and Block quote buttons in the toolbar.

Make a Link Look Like a Button

To turn a link into a button, such as “Register for swim lessons”, first add the link (see Adding and Editing Links). Then click in the link, open the Styles menu and choose Primary Button.

The Styles menu open with Primary Button highlighted, with the cursor in a link.

The Styles menu then shows Primary Button while your cursor is in the link. The link shows as a button on the page after you save. To change it back, click in the link and select Primary Button again.

The Styles menu showing Primary Button for the selected link.

Use buttons for the main action on a page, and keep their text short and clear.

Remove Formatting

The Remove Format button clears bold, italic and other formatting from the selected text. It’s useful after pasting text from another document.

The Remove Format button in the toolbar.

Save the page as Published when you are done so the public can see your changes.

Dennis Osnitsky

Pasting from Word and Google Docs

Pasting from Word and Google Docs
Content Sections

You can copy text from Microsoft Word or Google Docs and paste it into the text editor. The editor keeps the useful parts and removes the rest, but a few things always need checking before you save.

What Comes Across

Copy the text in Word or Google Docs, click in the text editor, and press Ctrl + V (Cmd + V on a Mac).

  • Kept: paragraphs, bold and italic text, links, lists, tables, and headings at the Heading 2 level and below.
  • Removed: fonts, text sizes, colors and highlighting. Your site’s own fonts and colors are used instead, so every page looks the same.
  • Not kept: pictures. They show as a broken image and must be added again.

Text pasted from Word into the text editor, with a broken image at the end.

Check These After You Paste

Look for four things:

  • The title. A title or Heading 1 from your document becomes normal text, because the page title is already the page’s main heading.
  • Bold lines used as headings. Text that only looks like a heading in your document comes across as bold text.
  • Tables. They come across without a header row, even if the top row was bold. Click in the top row, select the Row button in the table toolbar and turn on Header row (see Adding and Editing Tables).
  • Pictures. They come across as broken images.

The pasted text with the title, the bold Hours line and the broken picture highlighted.

Fix Headings

Click in each line that should be a heading, open the Paragraph menu and choose a heading level. Use Heading 2 for main sections and Heading 3 for sections inside them. See Headings and Text Formatting.

The Paragraph menu open with Heading 2 highlighted, to turn a pasted line into a heading.

If you change a bold line into a heading, also remove the bold: select the line and select the B (Bold) button.

Replace Pictures

Click the broken picture and press Delete. Then add the picture with the Image button in the text editor (see Adding Images). Save the picture from your document to your computer first if you don’t have it as a file.

A broken picture selected in the text editor, ready to delete.

Paste as Plain Text

To paste text with no formatting at all, press Ctrl + Shift + V (Cmd + Shift + V on a Mac). Bold, links, lists and headings are not kept, so you add them yourself in the editor. This works well for text copied from emails or other websites.

To clear formatting from text that’s already in the editor, select it and select the Remove Format button.

The Remove Format button in the toolbar.

Tips

  • Check links after pasting. Links to files on your computer or a shared drive won’t work on the website; upload the file and link to it instead (see Uploading a PDF file).
  • Don’t paste a whole document with a table of contents, page numbers or headers and footers. Copy only the text you need.
  • Use Preview to check the page before saving it as Published.
Dennis Osnitsky

Adding Videos

Adding Videos
Content Sections

Add a video to your page by selecting the Video icon from the text editor.

Video embed icon


The Video Embed box will pop up for you to fill out.
 

Video embed dialog


Insert the link to the video: It is recommended to store your videos on another platform, such as YouTube, and link them on your website.

Autoplay: this option will automatically start your video when a visitor comes to the page it is located.

Responsive Video: this option will automatically adjust the video to the size of a user's screen. 

Don't forget to save! 

Kylie Diegmiller

Adding and Editing Links

Adding and Editing Links
Content Sections

Use the Link button in the text editor to link to other pages on your site, other websites, and documents such as PDFs.

Add a Link

Select the text you want to turn into a link, then select the Link button, the first button in the toolbar. You can also press Ctrl + K.

Selected text in the editor and the Link button in the toolbar.

The Link box opens. Displayed text is the text visitors click. Link URL is where the link goes. The magnifying glass beside Link URL opens the File Browser.

The Link box, with the Link URL field and the Open File Browser button highlighted.

Link to another website

Paste or type the full address, starting with https://, into Link URL. Then press Enter.

Link to a page on your site

Start typing the page’s title in Link URL. A list of matching pages appears. Select the page, then select Insert.

Typing a page title in Link URL shows a list of matching pages.

The link shows an address like /node/33. That’s normal: the link keeps working even if the page is renamed or moved.

Link to a document

Select the magnifying glass beside Link URL (Open File Browser). Find the file, or upload it, then click it and select Select at the top of the File Browser. Then select Insert. See Uploading a PDF file and File Browser.

Tip: if the list of suggested pages is showing, the first click on Insert only closes the list. Press Enter instead, or select Insert again.

Edit or Remove a Link

Click the link in the editor. A small toolbar appears below it:

  • The address on the left opens the link in a new browser tab, so you can check it. It doesn’t change the link.
  • Edit link (pencil) – change the displayed text or the address.
  • Link properties (sliders) – choose whether the link opens in a new window.
  • Unlink – remove the link and keep the text.

The link toolbar below a link: the address, Edit link, Link properties and Unlink.

To change where a link goes, select Edit link, replace the Link URL, and press Enter. Selecting Update after changing the address keeps the old address. To change only the displayed text, edit it and select Update.

The Link box for an existing link, with the Update button.

To remove a link but keep its text, click the link and select Unlink.

The Unlink button highlighted in the link toolbar.

Open a Link in a New Window

Most links should open in the same window. To open one in a new window, for example a long PDF or a form on another website, click the link, select Link properties, and turn on Open in new window.

Link properties with the Open in new window switch highlighted.

Tips

  • Use text that says where the link goes, such as “Pool rules (PDF)”, not “click here”.
  • Don’t paste a long address as the link text. Link a few words instead.
  • Save the page when you are done.
Kylie Diegmiller

Content Sections

Content Sections
Content Sections

Drupal offers the ability to use Content Sections on pages to help organize and structure your content. The drop down menu can be found below the text editor on a page. You can add as many Content Sections to your page, as needed.

Content sections

Reorganize your content sections on the page by dragging and dropping your sections to move them above or below other sections. 

Delete a content section by selecting the ellipses in the top right corner of the section and selecting Remove. You will then need to select to Confirm Removal to fully remove the section. 

To expand or collapse a section, use the Edit or Collapse buttons.

Edit sections

 

A Simple Content Section is the standard text editor present when you create a new page.  

Accordion

Accordion Content Sections allow you to create expandable/collapsible content. 

To Add an Accordion Section start by navigating to the bottom of your page and selecting Add Accordion form the Content Section drop-down list. 

 

Add Accordion

 

Select Show Indicators if you want to display open/close indicators for accordions (usually +/- signs). 

You can choose to leave the accordion section collapsed or set it to be expanded by default by selecting the Display expanded toggle. 

Next, fill out the Accordion Section Title. Once you save the content, clicking on the accordion title will expand the accordion section body.

Add your Accordion Section Body; here you will see a similar drop-down list to the Content Section List, but with slightly different choices. You can choose to format your Accordion section Body as Simple, Image, Google Map, or Columns (Equal, Three Uneven, Two Uneven). Once your body section is added, you can insert the desired content. 

You can add multiple Body Sections to one Accordion Sections. 

You can also add as many Accordion Sections as needed by selecting Add Accordion Section. 

After content is added, save the page.

Carousel Content Sections allow you to add rotating content.

To add carousel content, pick Add Carousel from the Add Simple drop-down list and select one of the available  sections: Simple, Image, Columns, or Google Map.

Add carousel

Fill out the content for the selected section. To add more carousel sections, repeat the process above. After you've added the content, save the page.

Choose the column type you want to add from the Add Simple dropdown: Equal, Three Uneven, or Two Uneven. The columns section will open. 

Two Uneven Column Section

The screenshot below shows Two Uneven Column content section. 

Columns section

Choose Column Style from the drop-down menu. The Column Style defines the width of the left and right columns on the page.

Use the Add Simple button to create a section for each column (two sections for the Two Uneven Columns section) and fill it with the desired content. 

The column content can be rearranged by dragging the part with the Change Order indicator on the left side of the column sections.

Save the changes by clicking the Save button in the top right corner of the page.

Equal Column Column Section

The Equal Columns feature allows you to add multiple columns to the page as necessary. Use the Add Simple button to create a section for each column and populated it with the content. 

Save the page by pressing the Save button at the top right.

To add a Google Map to a page, pick Add Google Map from the Add Simple drop-down menu. If desired, provide the Map Title, which will be shown above the map, as well as the required Address. 

Google Map

Preview or save the page.

Kylie Diegmiller

Text Editing

Text Editing
Content Sections

The text editor is where you add and format the text of a page. Its toolbar is at the top. Hover over any button to see its name.

The text editor toolbar.

If the editor is narrow, some buttons move to a second row.

The Toolbar Buttons

From left to right:

  • Link – link text to another page, website or document. Adding and Editing Links
  • Anchor (flag) – mark a spot on the page that a link can jump to. Click where the spot should be, select Anchor and type a short name, such as hours. Then link to it with the address #hours.
  • Image – add a picture. Adding Images
  • Video – add a YouTube or Vimeo video. Adding Videos
  • Embed – add a calendar, map or form from another website. Embedding Content
  • Bold and Italic – emphasize a few words. Headings and Text Formatting
  • Text alignment – align text left, center or right.
  • Horizontal line – add a line across the page to separate content.
  • Block quote – set a quotation apart from the text around it.
  • Paragraph – turn a line into a heading (Heading 2 to Heading 6) or back into normal text. Headings and Text Formatting
  • Styles – make a link look like a button (Primary Button). Available when your cursor is in a link.
  • Numbered List and Bulleted List – add a list. The arrow beside Numbered List lets you choose the starting number or reverse the order.
  • Table – add a table. Adding and Editing Tables
  • Undo and Redo – undo your last change, or redo it. You can also press Ctrl + Z and Ctrl + Y.
  • Remove Format – clear bold, italic and other formatting from the selected text.
  • Source – show the page’s HTML code. For advanced use only; contact support if you’re unsure.

Pasting Text

To copy text from Microsoft Word, Google Docs, an email or another website, see Pasting from Word and Google Docs.

Save the page when you are done. Your page needs to be saved as Published to be seen by the public.

Kylie Diegmiller

Uploading a PDF file

Uploading a PDF file
Content Sections

Add a new PDF link

Type the text you want as a PDF or other file link. Highlight the text and then click the link icon in the content editor:

 

Link icon

 

In the dialog box that opens, click the Open File Browser button next to the Link URL input box:

Open file browser

 

Select the folder to which you wish to upload a file. Click on the Upload link, select a file to upload, and then click the Open button. After uploading the file, click the Select link at the top of the File Manager dialog.

 

File Manager

 

Click the Save button to save the page changes.

 

Edit a Link

To alter the link, click on it and then select the Edit Link or Unlink icon next to the Link URL entry box. Follow the instructions above to make the changes.

Edit PDF Link

 

Click the Save button to save the page changes.

Victoria Boyko

Home Action Buttons

Home Action Buttons
Content Sections

Home Action Buttons are the row of buttons with icons on your home page that take visitors straight to common tasks, such as paying a bill or applying for a permit. Each button is a short item with a title, a link and an icon.

Add a Button

Go to Content → Add content → Home Action Buttons, then fill in:

  • Title – the button’s text. Keep it to one to three words, such as “Pay a Bill”.
  • Link – where the button goes. Start typing the title of a page on your site and pick it from the list, or paste a full address that starts with https://.
  • Select a target – leave it at None so the link opens in the same window. Choose New window only for another website, if needed.
  • Icon – type a word that describes the task, such as “receipt”, “calendar” or “map”, and pick an icon from the list.

The Home Action Buttons form with Title, Link and Icon highlighted.

Typing in the Icon field shows a list of matching icons.

Leave Published turned on at the top of the form, then select Save. The button appears on your home page.

After saving, check the button on your home page. If its icon doesn’t appear, edit the button and choose a different icon.

Change the Order

Buttons appear on the home page in the order you set. Go to Content → Home Action Buttons Management.

The Content menu open, with Home Action Buttons Management highlighted.

Drag a button by the handle on the left of its row, then select Save order.

The Home Action Buttons list with a drag handle and the Save order button highlighted.

If you prefer not to drag, select Show row weights above the list and choose a number for each row instead (lower numbers come first).

Edit or Remove a Button

On the Home Action Buttons Management page, select Edit in the button’s row. To hide a button for now, turn off Published and save. To remove it for good, select the arrow beside Edit, then Delete.

Tips

  • Use the buttons for the tasks visitors look for most. A short row is easier to scan than a long one.
  • Choose an icon that matches the task. The icon is decorative; the title is what visitors and screen readers read.
  • Check each button’s link after saving.
Kylie Diegmiller

Home Feature

Home Feature
Content Sections

Home Features are the large images, or slides, shown at the top of your home page. Each one is a Home Feature item with a title and an image, and on most sites a link. Use them to highlight events, announcements or seasonal news.

Add a Home Feature

Go to Content → Add content → Home Feature, then fill in:

  • Title – a short name, such as “Summer Concert Series”.
  • Feature Image – select Open File Browser to pick an image you already uploaded, or Choose File to upload one from your computer. Use a large, wide (landscape) photo; images larger than the size shown under the field are resized automatically.
  • Alternative text – appears after you add the image. Describe what the image shows, such as “People walking on a wooded trail”. It’s required.
  • Feature Link – if your site has this field, add the page the feature should open, for example the event’s page. Start typing the page title and pick it from the list.

The Home Feature form with a title, an uploaded image and its Alternative text filled in.

Select Save. The feature appears on your home page.

Show a Feature Only for a While

To take a feature down automatically, for example after an event, open Scheduling options in the sidebar and set an Unpublish on date and time. To put it up later, set a Publish on date and time instead. See Scheduled Content.

Scheduling options with an Unpublish on date set.

Order of Features

On most sites, the home page shows the newest features first, usually up to five. Some sites also have a Home Features Management page under the Content menu, where you can drag features into the order you want and select Save order.

The Home Features Management list with drag handles and a Save order button.

Edit or Remove a Feature

Find the feature on the Content page (filter by Content type: Home Feature) and select Edit. To take it down, unpublish it, or set an Unpublish on date.

Tips

  • Don’t put important words inside the image. Text in a picture can’t be read by screen readers or resized, and it’s often cut off on phones.
  • Choose photos where the main subject is near the center, since the edges may be cropped on smaller screens.
  • Remove or unpublish features that are out of date.
Kylie Diegmiller

News

News
Content Sections

Add News to your website by navigating to Content >Add Content > News

To add News you will fill out a simple form, set up scheduling options, and decide to promote the post to the home page, if applicable. 

 

  • Start creating your news post by giving the post a Title. 
  • Give your post a feature image by selecting a photo from the File Browser.
  • Give your News post a category to help sort and filter posts.
    • News Categories can be managed under Structure > Taxonomy > News Category
  • Add the body to your news post next.  
    • The body is added using the standard text editor, so you can include links, images, and more to your news post.
News Page
News Scheduling Panel

 

Next, you can set scheduling options for your News post:

  • On the right side of the page open the Scheduling Options drop down
  • Set your "Publish on" Date and Time to schedule when the post will be live to the public
  • Set your "Unpublish on" Date and Time to schedule when the post will no longer be live to the public
    • you can leave one or both of these sections blank of you do not wish to specify a publish or unpublish date/time
  • Set your Publish state and Unpublish state, if applicable

Next you can choose to promote your news post on the home page

  • On the right side of the page open the Promotion Options drop down
  • Select Promoted to front page 

Finally, remember to Save and set your post as a Draft or Published!

Promotion options

 

Kylie Diegmiller

Person

Person
Content Sections

If your website has contact information for various departments or a staff directory, the content is most likely stored in the Person content type. To add new person content to your website, go to Content -> Add Content -> Person.

Create person

Enter the person's details, select the desired state (Draft, Published, Unpublished) from the Save as drop-down menu, and save the content. The new contact information will be displayed for the associated Department, Board, or Commission.

Victoria Boyko

Site Alerts

Site Alerts
Content Sections

Which version do I have? Open Content → Add content → Site Alert. If the form has an Alert Icon field, follow this guide. If it has Severity and Placement fields instead, see Site Alerts on Older Sites.

A site alert is an urgent notice, such as a road closure, a boil water advisory or a weather closing. It shows in a band at the top of every page of your website. Each alert also has its own page with the full details, and all current alerts are listed on your site’s Alerts page.

Add a Site Alert

Go to Content → Add content → Site Alert, then fill in:

  • Title – the short message shown in the band, such as “Main Street Closed for Repairs”. Visitors click it to open the alert’s page.
  • Feature Image (optional) – a wide banner shown at the top of the alert’s page. Select Open File Browser or Choose File, then describe the image in Alternative text. The recommended size is shown under the field.
  • Alert Icon – type a word that describes the alert, such as “road”, “water” or “snowflake”, and pick an icon from the list. It shows beside the title.
  • Body – the full details: what’s happening, where, until when, and what visitors should do.

The Site Alert form with Title, the image’s Alternative text, Alert Icon and Body highlighted.

Typing road in the Alert Icon field shows a list of matching icons.

Leave Published turned on at the top of the form, then select Save. The alert appears at the top of every page.

What Visitors See

  • The alert band at the top of every page shows one alert: its icon, its title (which opens the alert’s page) and a View All Alerts link. On some sites it also shows the date the alert was published.
  • The alert’s page shows the banner image and the Body.
  • The Alerts page (/alerts) lists every published alert.

When no alert is published, the band doesn’t show.

End an Alert Automatically

To take an alert down at a set time, for example when a road reopens, open Scheduling options in the sidebar and set an Unpublish on date and time. To post it later, set Publish on instead. See Scheduled Content.

Scheduling options with an Unpublish on date set for the alert.

More Than One Alert

The band shows the alert at the top of your list. To choose which one, go to Content → Manage Site Alerts.

The Content menu open, with Manage Site Alerts highlighted.

Drag an alert by the handle on the left of its row, then select Save order. The other alerts stay on the Alerts page.

The Manage Site Alerts list with a drag handle and the Save order button highlighted.

Edit or Remove an Alert

On the Manage Site Alerts page, select Edit in the alert’s row. When the alert is over, turn off Published and save, so it leaves the band and the Alerts page. To remove it for good, select the arrow beside Edit, then Delete.

Tips

  • Keep the title short and specific. Put dates, places and instructions in the Body.
  • Use site alerts only for urgent, time-sensitive notices. Use News for everything else.
  • Remove alerts as soon as they’re over, so visitors keep paying attention to the band.

If Your Site Alert Form Looks Different

If your form has Severity and Placement fields instead of Alert Icon, your site uses an earlier version of site alerts. See Site Alerts on Older Sites.

Kylie Diegmiller

Site Alerts on Older Sites

Site Alerts on Older Sites
Content Sections

This guide is for sites whose Site Alert form has Severity and Placement fields. If your form has an Alert Icon field instead, see Site Alerts.

A site alert is an urgent notice, such as a road closure or a weather closing. It shows in a colored band at the top of your website, or as a pop-up window.

Add a Site Alert

Go to Content → Add content → Site Alert, then fill in:

  • Title – the alert’s message, such as “Main Street Closed for Repairs”.
  • Severity – sets the alert’s color:
    • Information – for minor inconveniences.
    • Warning – to get attention without causing alarm.
    • Danger – for serious or life-threatening events, such as a hurricane warning.
  • Placement – Header shows the alert in a band at the top of every page. Pop-up opens it in a window that visitors must close before they continue.
  • Override Link (optional) – a page on your site, or another website, that opens when visitors click the alert. Leave it empty to open the alert’s own page.
  • Body – the full details: what’s happening, where, until when, and what visitors should do.
  • Display Pages (optional) – show the alert only on the pages you choose. Start typing a page title and pick it from the list, or enter <front> for the home page. Select Add another page for more. Leave it empty to show the alert on every page.

The Site Alert form with Severity, Placement, Override Link and Display Pages highlighted.

Leave Published turned on at the top of the form, then select Save.

What Visitors See

A Header alert shows in a band at the top of the page, in its Severity’s color. Visitors can collapse the band with the arrow at its right. If several header alerts are published, they show as a slideshow, newest first, up to five at a time.

A Warning header alert in an orange band at the top of the page.

A Pop-up alert opens in a window over the page, with a Close button and a Don’t show this alert again option.

A pop-up alert window with its title, details, a Don’t show this alert again checkbox and a Close button.

Colors and styles depend on your site.

End an Alert Automatically

To take an alert down at a set time, open Scheduling options in the sidebar and set an Unpublish on date and time. To post it later, set Publish on instead. See Scheduled Content.

Edit or Remove an Alert

Find the alert on the Content page (filter by Content type: Site Alert) and select Edit. When the alert is over, turn off Published and save. To remove it for good, select the arrow beside Edit, then Delete.

Tips

  • Use Danger only for real emergencies, so visitors take it seriously when they see it.
  • Use pop-ups sparingly. They interrupt every visitor, so save them for the most urgent notices.
  • Keep the title short and specific, and put the details in the Body.
  • Remove alerts as soon as they’re over.
Dennis Osnitsky

Editing Content

Editing Content
Content Sections

Once logged into your website, you can edit content by heading to the page you want to update or by opening the Content page, where you can find and modify all site content. The content can be filtered based on the Title, Content type, or Published status. 
 

Edit Content

Most websites will include the following content types:

  • Agendas and Minutes
  • Calendar Event
  • Home Action Buttons
  • Home Feature
  • News
  • Page
  • Person
  • Site Alert
Victoria Boyko

Deleting Content

Deleting Content
Content Sections

Before deleting a page, consider unpublishing it instead. An unpublished page leaves the site, but keeps its address, its revisions and its place in menus, ready to publish again. Deleting removes it from your site.

Unpublish Instead

Edit the page, set Change to to Unpublished, and save. See Draft, Published and Unpublished.

Delete Content

Go to Content, find the item, select the arrow beside its Edit button, and choose Delete.

A row on the Content page with the Delete option open under the Edit button.

Confirm with Delete.

The confirmation page asking whether to delete the content item, with Delete and Cancel buttons.

The page disappears from your site straight away, and its address shows a “page not found” error.

Getting Deleted Content Back

A copy of deleted content goes to your site’s Trash. Only Site Administrators can open the Trash and restore it. If you deleted something by mistake, ask your site administrator, or contact VC3 support.

A restored page comes back as a new page with a new address. Menu links and other links to the old page don’t update by themselves, so check them after a restore.

Before You Delete

  • Check what links to the page: menus, buttons, other pages and the home page. Those links break when the page is deleted.
  • If the page should only be gone for a while, unpublish it instead.
  • Deleting a page doesn’t delete the files linked from it, such as PDFs.
Dennis Osnitsky

Draft, Published and Unpublished

Draft, Published and Unpublished
Content Sections

Every page, news post, event and similar item has a status that decides whether visitors can see it. You choose it at the top of the form, next to the Save and Preview buttons: under Save as when you create something, and under Change to when you edit it (the form also shows its Current state).

The top of the form with the Save as list and the Preview button highlighted.

The Three Statuses

  • Draft – not visible to visitors. Use it while you’re still working on something.
  • Published – visible to everyone.
  • Unpublished – taken off the site. Visitors who open its address are sent to the login page instead. You can publish it again at any time.

Some sites also have a Needs Review status, for content that someone else approves before it goes live.

Site Alerts, Home Action Buttons and Home Features don’t use these statuses. They have a simple Published switch instead.

Preview Before You Publish

Select Preview to see the page as visitors will, without saving it. Select Back to content editing at the top of the preview to return to the form; your changes are still there.

The bar at the top of a preview with the Back to content editing link.

Change a Live Page Without Showing It Yet

To work on a page that’s already published, without visitors seeing your changes until they’re ready:

  1. Open the page and select Edit.
  2. Content Sections start closed. Select Edit on the section you want to change.
  3. Make your changes, set Change to to Draft, and save.

A closed Content Section with its Edit button highlighted.

Visitors still see the published version. The tabs above the page now include View Draft (your changes) and Edit Draft.

The page tabs: View Published, Edit Draft, View Draft and Revisions.

When you’re ready, select Edit Draft, set Change to to Published and save. Your changes go live.

Take Content Off the Site

Edit it, set Change to to Unpublished, and save. To put it back, edit it again and choose Published. To take it down at a set time instead, see Scheduled Content.

Unpublishing is usually better than deleting: the page, its address and its history stay, ready to publish again. See Deleting Content.

Tips

  • Use Preview to check headings, links and images before you publish.
  • A draft of a live page is easy to forget. If you see View Draft on a page, there are unpublished changes waiting.
Dennis Osnitsky

Image, View and Column Sections

Image, View and Column Sections
Content Sections

Besides text, a page’s Content Sections can hold an image, a list from your site (a View), or columns side by side. To add one, scroll below your content, open the arrow beside Add Simple and choose the section. For moving, collapsing and removing sections, see Content Sections.

The Add Simple list opened, with Add Image highlighted.

Image

  1. Choose Add Image.
  2. Under Image, select Choose file and pick a PNG, JPG or GIF file. Very large images are made smaller for you.
  3. Type the Alternative text: a short description of the image for people who can’t see it, such as “A wooded trail next to the pool”. It’s required. If the image shows text, type that text.
  4. Optional: in Link, start typing a page title and pick the page, or paste a web address. The image then opens that page when selected.

An Image section with an uploaded image, the Alternative text field and the Link field highlighted.

View (a List From Your Site)

A View section shows a list that updates by itself, such as the latest news, upcoming events or agendas and minutes.

  1. Choose Add View.
  2. Under View, choose the list, such as News. The choices depend on your site.
  3. Under Display, choose how the list looks, for example a full list with filters or a short list of the latest items.
  4. Leave Options as it is.

A View section with News chosen under View and Full Listing - Filterable under Display, both highlighted.

Preview the page to check that the list shows what you expect.

Columns

There are three kinds of column sections:

  • Columns (Equal) – up to six columns of the same width.
  • Columns (Two Uneven) – two columns: 3/4 - 1/4, 2/3 - 1/3, 1/4 - 3/4 or 1/3 - 2/3 of the width.
  • Columns (Three Uneven) – three columns: 1/4 - 1/2 - 1/4, 1/2 - 1/4 - 1/4, 1/4 - 1/4 - 1/2, 1/6 - 2/3 - 1/6, 2/3 - 1/6 - 1/6 or 1/6 - 1/6 - 2/3 of the width.

To add three uneven columns:

  1. Choose Add Columns (Three Uneven).
  2. Under Column Style, choose the widths, from left to right. For example, 1/4 - 1/2 - 1/4 makes a wide middle column between two narrow ones.
  3. Under Column Content, select Add Simple once for each column and type its content. The first section is the left column, the next the middle, the last the right. You can choose another section type from the arrow beside Add Simple, such as an image.

A Columns (Three Uneven) section with the Column Style list highlighted and three Simple sections under Column Content.

On wide screens the columns sit side by side. On phones they stack one above the other, in the same order, so make sure each column still reads well on its own.

Tips

  • Keep columns short. Long text is easier to read in a single Simple section.
  • Drag the dotted handle on the left of a section to move it.
  • Select Preview before you save to check how the sections look together.
Dennis Osnitsky

Page Settings

Page Settings
Content Sections

The sidebar on the right of the page form holds settings for where a page appears and how it’s found: its place in the menu, its web address, redirects and, on some sites, search engine (SEO) settings. Select a heading to open its panel. If you don’t see the sidebar, select the sidebar button at the top right of the form.

Menu Settings

Add the page to your site’s main menu:

  1. Open Menu settings and turn on Provide a menu link.
  2. Link title is the text shown in the menu. It starts as the page title; shorten it if needed.
  3. Under Parent, choose the menu section the link goes under. Another list appears for each level below it, if you want to place the link deeper.

Menu settings with Provide a menu link turned on, the Link title and the Parent list highlighted.

Pages without a menu link are hard to find and appear in the No Menu Content Report.

URL Alias (the Page’s Address)

With Generate automatic URL alias on, the page’s address is built for you from its place in the menu and its title, for example /services/pool-hours. If you change the title or move the page in the menu, the address updates when you save, and on most sites the old address redirects to the new one.

URL alias with Generate automatic URL alias turned on.

To choose the address yourself, turn the switch off and type it in URL alias, starting with a slash, such as /pool. Keep it short, lowercase and without spaces.

URL Redirects

A redirect sends visitors from another address to this page, for example from an old page’s address, or from a short address printed on a flyer. When you edit a page, URL redirects lists the addresses that lead to it.

The URL redirects panel with the Add URL redirect button highlighted.

Select Add URL redirect. In Path, type the address to send visitors from (without your site’s name), such as pool. To is already this page. Leave the other settings as they are and select Save.

The Add URL redirect form with the Path field highlighted.

SEO (Search Engine Settings)

Some sites have an SEO panel. Type a Focus keyword, the words people would search for to find the page, such as “pool hours”. The panel then shows how the page could look in search results, and suggestions to improve it, such as using the keyword in the first paragraph. The suggestions are advice, not requirements.

The SEO panel with a Focus keyword, a snippet preview and content analysis suggestions.

Details

Details shows when the page was last saved and who created it. Use Revision log message to describe your change. See Revisions.

Tips

  • Keep menu link titles short: one to three words.
  • Leave the automatic address on unless you need a specific one, such as an address printed on a flyer. For that, a redirect is often better.
Dennis Osnitsky

Revisions

Revisions
Content Sections

Every time a page is saved, your website keeps a copy of that version, called a revision. You can see who changed a page and when, and put back an earlier version if a change was a mistake.

Describe Your Change

Before saving, you can add a note in Revision log message, under Details in the sidebar, such as “Updated summer hours”. The note shows in the list of revisions, which makes the right version easy to find later.

The Details panel with a Revision log message filled in.

See Earlier Versions

Open the page and select the Revisions tab. Each row is one saved version, with the date, the person who saved it and their note. The version visitors see is marked Current revision.

The Revisions list, with the current revision at the top and a Revert button highlighted on an earlier one.

Select the date of a revision to see that version of the page.

Put Back an Earlier Version

On the Revisions tab, select Revert in the row of the version you want, then confirm with Revert.

The confirmation page asking whether to revert to the revision, with Revert and Cancel buttons.

Reverting doesn’t delete anything: it saves the earlier version as a new revision at the top of the list, so you can undo it the same way.

Tips

  • Add a short revision note whenever you make a change worth finding later.
  • Check the page after reverting. If it had a draft waiting, open the Revisions tab again to see what’s current.
Dennis Osnitsky

Editing Person

Editing Person
Content Sections

To modify an individual's contact details, log in to the website and navigate to the Content page. Look up the individual's name in the Title text field or filter by the Person type. 

 

Find person

 

Click the Edit button next to the found person's name. Change the details and then click the Save button to save your changes.

 

Victoria Boyko

Editing Recurring Calendar Event

Editing Recurring Calendar Event
Content Sections

A recurring event is one calendar event with many dates, such as a market every Saturday. You can change all of its dates at once, or change or cancel a single date without touching the others. To create a recurring event, see Calendar Events.

Change Every Date

Open the event and select Edit. In the When section, change the start or end time, or the Repeats settings: how often it repeats, and when it Ends (after a number of times, or on a date). Save the event. The change applies to every date.

The When section of an event's Edit form, with the Repeats setting and the Manage Instances button highlighted.

Dates you changed or cancelled one by one (see below) keep those changes.

Advanced: Choose the Days

Open Advanced below the Repeats settings to set which days the event falls on. What it shows depends on the Repeats choice:

  • days or weeks: on days shows a button for each day of the week (S M T W T F S). Select every day the event happens, for example Saturday and Sunday. A selected day turns dark. If none is selected, the event repeats on the weekday of its start date.

Repeats set to weeks, and Advanced open with the Saturday and Sunday day buttons selected.

  • months or years: on the has two lists for a pattern such as the Second Tuesday, the Last weekday or the First weekend day of the month. Leave them on “- Select -” to repeat on the same date as the start date, such as the 15th.

Repeats set to months, and Advanced open with Second and Tuesday chosen.

Make the event’s Start date the first real date of the pattern, for example the first second Tuesday.

When Ends is set to After, the number counts dates, not weeks. An event every Saturday and Sunday that ends after 6 times runs for three weekends. Raise the number, or use On Date, when you add days.

Change One Date

  1. On the event’s Edit form, select Manage Instances below the Repeats settings. The button appears only on an event that already repeats. If your browser asks whether to leave the page, choose Leave (save first if you changed anything on the form).
  2. The Manage Instances page lists every date. Select Override beside the date you want to change.

The Manage Instances list, with the Override button and the Remove Instance option of one date highlighted.

  1. Change the Start and End date or time for this date.
  2. Optional: Title Override replaces the event’s title for this date only, for example “Farmers Market and Craft Fair”. Leave it blank to keep the usual title.
  3. Optional: Additional Information adds a note shown with this date on the event’s page, such as “This week the market opens an hour later.”
  4. Select Save.

The Override an Instance form, with the start and end times, Title Override and Additional Information highlighted.

Cancel One Date

On the Manage Instances page, open the arrow beside the date’s Override button and choose Remove Instance. Confirm with Remove Instance. The date is taken off the calendar.

The confirmation page: Are you sure you want to remove this instance? with the Remove Instance and Cancel buttons.

Undo a Change

On the Manage Instances page, a changed date shows in italics and a cancelled date is crossed out. Select Restore Default beside it to put it back to the event’s usual date and time. For a changed date, it’s under the arrow beside Reschedule; use Reschedule to change that date again.

The Manage Instances list with a changed date in italics and its Reschedule button, and a cancelled date crossed out with Restore Default, both highlighted.

Changes on the Manage Instances page apply right away. The Save button at the bottom of the list takes you back to the event’s page.

Tips

  • To end a series early, edit the event and change when it Ends, rather than removing each date.
  • A change to the description, location or image on the Edit form applies to every date. For a note about one date, use Additional Information.
Victoria Boyko

Editing an Existing Page

Editing an Existing Page
Content Sections

To edit an exiting page, you must first be logged in.

Once you are logged in, navigate to the page you wish to edit. There you will find a few tabs at the top of the page; Edit, Delete Content, and Revisions.  Select Edit to make changes to your page. 

You can also find the page you would like to edit by searching for it on the Content page. 

Edit Page Front

At the top of the page, you can change the status of your page to Draft, Published, or Unpublished, preview your page by clicking the Preview button, and save your page by clicking Save.

 

Edit Page

 

Once you have finished editing your page, remember to save.  The Save button is at the top of the page.

Kylie Diegmiller

File Browser

File Browser
Content Sections

Under Content > File Browser, you can access a file browser for all of the files on your website. You can view and upload files using a file browser interface.

File Browser

 

Victoria Boyko

Files

Files
Content Sections

Under Content > Files you will find a list of the files on your website.

Files

Kylie Diegmiller

Scheduled Content

Scheduled Content
Content Sections

You can set content to publish or unpublish at a future date and time, for example a news post that goes live on Monday morning, or a site alert that ends when a road reopens. On most sites, scheduling is available for News, Site Alerts, Home Features.

Schedule Publishing

While adding or editing the content, open Scheduling options in the sidebar on the right. Under Publish on, choose a date and a time, then save.

Scheduling options with a Publish on date and time set.

  • The content is saved as unpublished, whatever you choose under Save as, and stays hidden until that time.
  • It’s published shortly after the time you set, when the site next runs its scheduled tasks, so it may not be to the minute.
  • Both a date and a time are needed, and the date must be in the future.

Schedule Unpublishing

Under Unpublish on, choose the date and time the content should come down, then save. The content stays on your site, unpublished, so you can publish it again later. You can set both dates on the same item, for example to show a holiday notice for one week.

See Everything That’s Scheduled

Go to Content → Scheduled Content. The list shows each scheduled item with its Publish on and Unpublish on dates. Use the filters at the top to find an item by title, content type or status.

The Scheduled Content list, showing one item to publish and one to unpublish.

Change or Cancel a Schedule

Select Edit in the item’s row, open Scheduling options, and change the date and time. To cancel, clear the date and save. The content then stays as it is: unpublished content won’t be published, and published content won’t be taken down.

Tips

  • Preview the content before scheduling it, so it’s ready when it goes live.
  • Check the Scheduled Content list now and then for items you no longer need.
Dennis Osnitsky

Notifications

Notifications
Content Sections

Your website can have email and text notifications feature enabled. By default, the notifications can be sent from the News and Site Alert content types. Additional content types can have notifications added if desired.

The email and text notifications can be sent when news or site alerts are added to the website or from the existing news and site alerts content. Email and text notifications can be sent at the same time or separately.

Victoria Boyko

Sending Email Notifications

Sending Email Notifications
Content Sections

To send email notifications start creating news or site alert content or find existing news or site alert you would like to send a notification from.

While on the content edit page, find the notification section that is located on the right-hand side of the page called Notification System:

Notification System

 

Expand the Notification System section and select notification or notifications you would like to send. The options are Send Email and Send Text Message.

Notification Options

 

For this example, we select Send Email to send an email notification:

Send Email Option

 

Once the Send Email is selected, additional options are displayed:

Send Email Options

  • Email Topic – The drop-down field selection is required. Choose the topic you would like to send the notification for. Subscribers that are subscribed to this topic will receive email notification.
  • Subject – The field is required. Enter the subject of the email notification. The subject will be displayed in the email subject line of the notification.
  • Body – The field is automatically populated from the news or the site alert body field when it’s filled out. The notification Body field can be manually added or updated as well.

 

The following screenshot is an example of the completed email notification before it’s sent:

Send email before sending email

 

The information displayed under the Send Email section will be sent in the email notification.

To send email notification make sure the content state is set to Published. Only published content notifications will be send out. The content state option is located on the top right of the screen next to the Save button.

Page state published

To save the page content and send the email notification click on the Save button at the top right.

 

After the content is saved the website page will display information about the notification:

Email status message

 

To view the email notifications that were sent out navigate to Content -> Notifications -> Email. The Email Notifications page will display the sent or pending email notifications:  

Pending and sent email notifications

The email notifications can be filtered by the email subject and the notification topic.

Victoria Boyko

Sending Text Notifications

Sending Text Notifications
Content Sections

To send text notifications start creating news or site alert content or find existing news or site alert you would like to send a text notification from.

While on the content edit page, find the notification section that is located on the right-hand side of the page called Notification System:

Notification System when sending text messages

Select Send Text Message check box to send a text notification.

Send Text Message option

Once the Send Text Messages option is selected, additional options are displayed under the Notification System section.

Send Text Messages section

  • Text Topic – The drop-down field selection is required. Choose the topic you would like to send the notification for. Subscribers that are subscribed to this topic will receive text notification.
  • Content – The field is required. Enter a brief message for the text notification. This field content is sent in the text notification.

Note that the text message notification will also include a link to the page from where the notification is sent from.

The following is an example of the screen of the filled out text notification:

Send text message screen

To send text message notification make sure the content state is set to Published. Only published content notifications will be send out. The content state option is located on the top right of the screen next to the Save button.

Page published state

To save the page content and send the text message notification, click on the Save button at the top right.

After the content is saved the website page will display information about the prepared notification:

Text status message

To view the text notifications that were sent out or pending notifications, navigate to Content -> Notifications -> Texts. The Text Notifications page will display the sent or prepared for sending text notifications: 

Pending or sent text notifications

The text notifications can be filtered by the message text and the notification topic.

Victoria Boyko

Viewing and Updating the List of Subscribers

Viewing and Updating the List of Subscribers
Content Sections

To view the list of subscribers, navigate to Content -> Notifications -> Subscribers. The list displays the following fields:  

  • Email address – email address of the subscriber
  • Phone number – phone number of the subscriber
  • Validated - Identified if the subscriber confirmed the subscription
  • Last Updated – Date when the subscription was last updated

The Notification Subscribers page allows operations like edit, validate, or invalidate the subscription. Each field except for Operations can be sorted in ascending or descending order.

After subscribers sign up for notifications they receive a confirmation email to confirm the subscription. After the subscription is confirmed, the page will display Yes in the Validated field column. Those subscribers that don’t have their email validated will have displayed No in the Validated column.

If the subscription is not validated, the website administrators can resent the verification email to the subscriber. To do it, choose the subscriber you want send the validation email for, click on the arrow on the Edit button, and click on the Send Verification Email link.

Subscribers send verification email

Validating the subscriptions manually by clicking on the Validate link on the Edit button is not recommended.

Victoria Boyko

Viewing and Updating the List of Notification Topics

Viewing and Updating the List of Notification Topics
Content Sections

To view the list of notification topics, navigate to Content -> Notifications -> Topics.

The page displays the list of topics that can be filtered by entering values into the Label field and clicking on the Apply button. The topics can be sorted by clicking on the Label column name.

Notification Topics

To add a new notification topic, click on the Add Topic button on the top portion of the page. From the Add Notification Topic page enter the new topic name and click on the Save button.

To change an existing topic name, click on the Edit button for the notification you want to change, change the topic name, and click on the Save button.  

Victoria Boyko

Real Time Reports

Real Time Reports
Content Sections

Real Time Reports check your whole website for problems that affect visitors, accessibility and search results, so you don't have to go through your pages one by one. Each report lists what needs attention and gives you an Edit link to fix it.

To open the reports, log in to your site and select Real Time Report in the admin toolbar at the top of the page.

The reports

ReportWhat it finds
Alt TagsImages with no alt text, the short description that screen readers read aloud.
Click HereLinks whose text is "click here" instead of saying where the link goes.
Broken LinksLinks that lead to a "Page not found" error or a site that doesn't respond.
Blank ContentPublished pages with no text at all.
Limited ContentPages with only a sentence or two of text.
Stale PagesPages that haven't been updated in a long time.
No Menu ContentPublished pages that aren't in your site menu, so visitors can't browse to them.
Orphaned FilesUploaded documents and images that no page uses anymore, but that are still online.

Where to start

  1. Alt Tags and Click Here. These affect visitors who use screen readers and your site's accessibility (ADA compliance).
  2. Broken Links and Blank Content. Visitors who reach these hit a dead end.
  3. The rest (Limited Content, Stale Pages, No Menu Content, Orphaned Files) as time allows. They keep your content current and easy to find.

Good to know

  • Each report has its own guide with step-by-step instructions. Use the links in the table above or the list below.
  • Once you fix an item, it drops off the report the next time the report updates. Each guide says how often its report updates.
  • You need to be logged in to your site to see the reports.
Kylie Diegmiller

Alt Tags

Alt Tags
Content Sections

Alt Tags report tableAlt text is a short description of an image. Screen readers read it aloud to visitors who can't see the image, browsers show it when the image doesn't load, and search engines use it to understand the image.

Open the report under Real Time Reports > Alt Tags. It lists every page with at least one image that has no alt text. It checks images placed in the text editor and image fields such as a page's feature image.

How to fix it

  1. In the report, find the page and select Edit in its row.
  2. Find the image without alt text. A yellow message at the top of the edit form lists what the report found on this page.
  3. For an image in the page text, select Edit on its section under Content Sections, then select the image, then select Change image alternative text in the small toolbar that appears above it.
  4. For an image field (for example, the feature image), type into the Alternative text box under the image.
  5. Write the alt text, then select Save at the top of the edit form.

Writing good alt text

  • Describe what the image shows and why it's on the page, in one short sentence.
  • Don't start with "Image of" or "Picture of". Screen readers already say it's an image.
  • If the image contains words (a flyer, a sign, a chart), include those words, or put them in the page text.
  • Don't use the file name, such as "IMG_2041.jpg".
Instead ofWrite
Image of buildingFront entrance of the public library on Main Street
FlyerSummer reading program, June 3 to August 9, free for all ages

Good to know

  • The report also lists images marked as decorative (with empty alt text). If an image adds information, give it alt text. If it's purely decoration, it's better to remove it from the page.
  • After you save, the report updates in the background, usually within a few minutes. Reload the report to check.
Kylie Diegmiller

Blank Pages

Blank Pages
Content Sections

A blank page is published content with no text at all: nothing in the body and nothing in its content sections. Visitors who land on it find nothing, and search engines rank empty pages lower.

Open the report under Real Time Reports > Blank Content.

How to fix it

First decide whether the page is still needed, then do one of these:

  • Add content. Select Edit in the page's row, add the text or sections the page should have, and select Save.
  • Unpublish it. If the page is a placeholder for content that's coming later, select Edit, set Change to: Unpublished at the top of the form, and select Save. Visitors can't see it, and you can finish it later.
  • Delete it. Only if the page will never be used. Select the arrow next to Edit, then Delete.

Before you delete

Other pages, menu links or buttons may still point to the page. After deleting, those links lead to a "Page not found" error. If you aren't sure, unpublish instead of deleting.

Good to know

After you save, the report updates in the background, usually within a few minutes. Reload the report to check.

Kylie Diegmiller

Broken Links

Broken Links
Content Sections

A broken link sends visitors to a "Page not found" error or a site that doesn't respond. It frustrates visitors and makes the whole site look out of date.

Open the report under Real Time Reports > Broken Links. Each row shows the broken address (URL), the page it's on (Title), how many checks in a row have failed (Fail Count), the error (Status) and when it was last checked. Use the Link Type filter to see only links to other websites (External) or only links within your own site (Internal).

How to fix it

  1. Copy or note the broken address from the URL column.
  2. Select the page in the Title column, then select Edit on that page.
  3. Under Content Sections, select Edit on the section that holds the link. Select the linked text, then select the Link button in the toolbar (or press Ctrl+K).
  4. Paste the correct address and press Enter. If the page it pointed to no longer exists anywhere, remove the link, or the sentence around it.
  5. Select Save at the top of the edit form.

Finding the right address

  • For a page on your own site, open it in another tab and copy the address from the browser's address bar.
  • For another organization's site, search their site for the same document or page. Organizations often move pages when they redesign.
  • Open the new link once to make sure it works before you save.

Good to know

  • Links are rechecked every two weeks, so a fixed link can stay on the report until its next check.
  • Links can also be in buttons, menu links or link fields, not only in the text editor. If you can't find the link in the text, look through the rest of the edit form.
  • Now and then a working link shows as broken, because the other site blocks automatic checks. Open the link yourself. If it works, ask your site administrator to mark it as ignored.
Kylie Diegmiller

Click Here Report

Click Here Report
Content Sections

Link text should say where the link goes. Screen reader users often jump from link to link and hear only the link text, so ten links all called "click here" tell them nothing. Search engines also use link text to understand the page behind it.

Open the report under Real Time Reports > Click Here. It lists pages with a link whose text is "click here".

How to fix it

  1. In the report, find the page and select Edit in its row.
  2. Under Content Sections, select Edit on the section that holds the "click here" link.
  3. Select the words "click here" and type words that say where the link goes. The link stays on the new words.
  4. Remove any words the sentence no longer needs, so it reads naturally.
  5. Select Save at the top of the edit form.
Instead ofWrite
To pay your water bill, click here.Pay your water bill online.
Click here for the meeting agenda.Read the March 12 meeting agenda (PDF).
For more information, click here.Learn more about summer camp registration.

Good to know

  • "Read more", "more info" and "learn more" on their own have the same problem, even if the report doesn't list them. Add what the link is about.
  • After you save, the report updates in the background, usually within a few minutes. Reload the report to check.
Kylie Diegmiller

Limited Pages

Limited Pages
Content Sections

A limited page has some text, but very little: fewer than 140 characters, about one or two sentences. Visitors who open it rarely find what they came for, and search engines see it as thin content.

Open the report under Real Time Reports > Limited Content. It checks basic pages only, not news, events or other content types.

How to fix it

First decide what the page is for, then do one of these:

  • Add content. Select Edit in the page's row and add what a visitor needs: what this service or office is, who it's for, how to do the task, contact details and hours. Then select Save.
  • Move the text. If the few lines belong on another page, add them there, then unpublish or delete this page.
  • Unpublish it. If the page is a placeholder for content that's coming later, select Edit, set Change to: Unpublished at the top of the form, and select Save.

What counts

Only text counts, in the body and in the page's content sections. Images, embedded videos and links to documents add no characters. A page that is only a link to a PDF is listed here: add a sentence or two saying what the document is and who it's for.

Good to know

After you save, the report updates in the background, usually within a few minutes. Reload the report to check.

Kylie Diegmiller

No Menu Content Report

No Menu Content Report
Content Sections

menu settingsVisitors often arrive on a page from a search engine or another website. If the page isn't in the site menu, they can't see where they are or find related pages, and visitors browsing the menu can't find the page at all.

Open the report under Real Time Reports > No Menu Content. It lists published content that could have a menu link but doesn't. Use the Content type filter to look at one type at a time.

How to fix it

  1. In the report, find the page and select Edit in its row.
  2. On the right side of the edit form, open Menu settings.
  3. Turn on Provide a menu link. The menu link title fills in from the page title; shorten it if the title is long.
  4. In Parent, choose the menu item the page belongs under (for example, the department or section it's part of). A second dropdown appears if you want to place it one level deeper.
  5. Select Save at the top of the edit form.

What you can leave

Not every page needs a menu link. These are fine to leave on the report:

  • Pages that are reached on purpose from another page, such as one step of a longer guide or a page for a single event.
  • Pages kept for a direct link only, such as a page printed on a flyer.

If a page is out of date and nobody would look for it, unpublish it instead.

Good to know

After you save, the report updates in the background, usually within a few minutes. Reload the report to check.

Kylie Diegmiller

Orphaned Files

Orphaned Files
Content Sections

An orphaned file is a document or image uploaded to the website that no current page uses anymore. It's still online, so search engines can find it and show visitors an old form, fee schedule or notice.

Open the report under Real Time Reports > Orphaned Files. Each row shows the file name, where it's stored (Path), its size and when it was uploaded.

How to fix it

  1. Open the file and check what it is.
  2. If it's outdated or no longer needed, select Delete in its row and confirm.
  3. If it's still needed, add it back to the page where it belongs (edit the page, link the file, save). It then leaves the report.

Before you delete

The report only knows about links on this website. A file can still be in use somewhere else:

  • linked from an email, newsletter or social media post;
  • linked from another organization's website;
  • printed as an address on a flyer or a sign.

Deleting it breaks those links, and deleting can't be undone. If you aren't sure, leave the file and ask the person who uploaded it.

Good to know

  • Files stay on the website until someone deletes them. They aren't removed automatically.
  • A file only used in an older version of a page (a revision) still counts as orphaned.
Kylie Diegmiller

Stale Pages

Stale Pages
Content Sections

A stale page hasn't been changed in over a year. Old hours, fees, names or dates make visitors doubt the rest of the site, and a page nobody has looked at in a year often has some.

Open the report under Real Time Report > Stale Content. The Last Updated column shows when each page was last saved. Sort by it to start with the oldest.

How to fix it

Read the page as a visitor would, then do one of these:

  • Update it. Select Edit in its row, correct anything out of date (hours, fees, phone numbers, names, dates, links), and select Save.
  • Confirm it. If everything is still correct, select Edit and Save without changes. The page leaves the report for another year.
  • Unpublish it. If the page is no longer needed, select Edit, set Change to: Unpublished at the top of the form, and select Save.

Good to know

  • Only save without changes after you've actually checked the page. Saving resets the date, so the report won't remind you again for a year.
  • After you save, the report updates in the background, usually within a few minutes. Reload the report to check.
Kylie Diegmiller

Structure

Structure
Content Sections

Under Structure in the toolbar you can change your site’s main menu and manage the categories your content uses (taxonomy), such as calendar categories and councils and committees.

Learn to:

Kylie Diegmiller

Main Menu

Main Menu
Content Sections

The main menu is the navigation across the top of your website. Its links are grouped into sections, such as Government or Services. You can add, reorder, rename, hide and remove links yourself.

Open the Main Menu

In the toolbar, go to Structure, then Menus, and select List links next to Main navigation. Your site may have other menus too, such as a footer menu; they work the same way.

The Menus page listing Footer, Main navigation, Social Media and Support Menu, each with a List links button.

The page lists the menu’s top-level sections. To see the links inside a section, select Edit child items in its row. A section’s page shows the section at the top and its links below it.

Edit menu Main navigation, listing the sections Government, Services, Residents and About, each with Edit child items, an Enabled box and an Edit button.

The links inside the Residents section: Parks & Recreation, Events Calendar, News and Emergency Alerts.

Add a Link

  1. Select Add link.
  2. In Menu link title, type the text to show in the menu. Keep it short.
  3. In Link, start typing the title of the page and select it from the list that appears. You can also enter a page’s address, such as /pool-hours, or a full address to another website, starting with https://.
  4. Under Parent link, choose the section the link goes in. Another list appears if you want to place it one level deeper, under a link in that section.
  5. Select Save.

The Link box with Beach Park typed and the page Beach Parking suggested below it.

The Add menu link form with Menu link title Beach Parking, Link set to the Beach Parking page, Enabled on, and Residents chosen under Parent link.

To add a link straight into a section, open the arrow beside the section’s Edit button and choose Add child: the Parent link is filled in for you.

When you’re adding a new page, it’s easier to add its menu link from the page itself, under Menu settings. See Page Settings.

To show text in the menu that isn’t a link, such as a heading for a group of links, type <nolink> in Link.

Change the Order

Drag a link by its handle (the cross-shaped arrows at the start of its row) up or down. A message says you have unsaved changes; select Save to keep the new order. The same works for the sections on the main page.

If dragging is hard, select Show row weights and give each link a number instead: lower numbers come first. Then select Save.

Rename, Move or Hide a Link

Select Edit in the link’s row. Change the Menu link title or Link, or choose another section under Parent link to move it, then select Save.

To hide a link without deleting it, clear its Enabled box in the list and select Save. It shows “(disabled)” and stays in the list, so you can turn it back on later.

The Edit form also has Display settings and Description. Description is text shown when a visitor hovers over the link. Leave Weight and Show as expanded as they are.

The Display settings panel with Weight and Show as expanded, and the Description panel with a Description box.

Delete a Link

Open the arrow beside the link’s Edit button and choose Delete, then confirm with Delete. This removes the link from the menu only: the page it pointed to stays on your site.

The arrow beside Edit opened, showing Add child and Delete.

The confirmation: Are you sure you want to delete the custom menu link History? This action cannot be undone.

Deleting a section doesn’t delete the links inside it: they move up to the top level of the menu. Before deleting a section, move its links to the sections where they belong.

Tips

  • Keep menu link titles to one to three words.
  • Hide a link rather than deleting it if you might need it again.
  • Pages that aren’t in the menu are hard to find. The No Menu Content Report lists them.
Dennis Osnitsky

Taxonomy Terms

Taxonomy Terms
Content Sections

Taxonomy holds the lists of categories your content uses. Each list is called a vocabulary, and each choice in it is a term. For example, the Calendar Categories vocabulary might have the terms Community Events, Council Meetings and Holidays. When you add a calendar event, you pick one of them as its category.

Your Vocabularies

In the toolbar, go to Structure, then Taxonomy. Most sites have these vocabularies; yours may have others, or not all of them:

  • Calendar Categories: the Calendar Category of calendar events.
  • Councils and Committees: the Council / Committee that agendas and minutes belong to.
  • News Category: the Category of news posts.
  • FAQ Categories: the Category of frequently asked questions.
  • Department: departments that content can belong to.

If a vocabulary is missing from your list, or you can’t add terms to it, your role doesn’t include it. Contact VC3 support if you need it.

The Taxonomy page listing vocabularies such as Calendar Categories, Councils and Committees, Department, FAQ Categories and News Category, each with a List terms button.

See the Terms

Select List terms next to a vocabulary. Each row is one term.

The Calendar Categories term list with Community Events, Council Meetings, Holidays and Parks & Recreation, an Add term button, and Save and Reset to alphabetical buttons.

Add a Term

  1. On the term list, select Add term.
  2. Type the term’s Name.
  3. Select Save and go to list. Save keeps the form open to add another term.

The Add term form with the Name Farmers Market, the Relations panel open with Parent terms and Weight, and Save and Save and go to list buttons.

The new term is a choice right away on every form that uses the vocabulary. Terms can’t be added from those forms, so add the term here first. On most sites, the Calendar Event form has a create a new term link under Calendar Category that opens this form.

The Calendar Category field on the Calendar Event form, with the note If the desired category is not listed, create a new term.

On some sites, News Category terms also have a Description, a URL alias and a Published switch.

Rename a Term

Select Edit in the term’s row, change the Name and select Save. Content that uses the term shows the new name; you don’t need to edit it.

Change the Order

Drag a term by its handle (the cross-shaped arrows at the start of its row) up or down, then select Save. Forms list the terms in this order.

To sort the whole list A to Z, select Reset to alphabetical and confirm. This replaces any order you set.

The confirmation: Resetting a vocabulary will discard all custom ordering and sort items alphabetically.

Group Terms Under Another Term

A term can sit under another term, such as Youth Sports under Parks & Recreation. Drag it below the other term and slightly to the right, then select Save. Or, on its Edit form, open Relations and choose the other term under Parent terms. Most vocabularies don’t need this; keep lists flat unless there’s a clear reason.

The arrow beside a term’s Edit button also has Add child, which adds a new term under it.

The arrow beside Edit opened on the Holidays term, showing Add child and Delete.

Delete a Term

Open the arrow beside the term’s Edit button, choose Delete and confirm. Content that used the term no longer has that category. Any terms grouped under it are deleted too. This can’t be undone.

The confirmation: Are you sure you want to delete the taxonomy term Holidays? Deleting a term will delete all its children if there are any. This action cannot be undone.

To merge two similar terms, first edit the content that uses the one you’re removing and choose the other term, then delete it.

Tips

  • Keep names short and clear, and check the list before adding, to avoid near-duplicates such as “Council Meeting” and “Council Meetings”.
  • Renaming is safer than deleting and adding again: content keeps its category.
Dennis Osnitsky