Analyst and advisor Recognition

Hero press release

Reason to use:

This block allows you to put textual information about the report that you want to elaborate on in the other blocks

Block level settings:

• You can add the text about the headline and also the date of the report
• There are three spaces to upload the resources to provide factual documents about the information provided in the analyst recognition

Intro para: 

Reason to use:

Use this block to provide a brief introduction to the page. The block will help you add a subheading and a small description. 

Block level settings:

You can choose to show or hide the social media icons on the block by using the Display social icons dropdown. 

Article content

Reason to use:

The block gives you the space to write the content under the heading and even create the heading of the Cloud page.  

Block level settings 

You can use different blocks under the Article Content Block namely – 

1. Heading block 
2. Paragraph block 
3. List 
4. Column  
5. Quote 
6. Buttons 
7. Images 

Proper form

Reason to use:

In order to add a form to enrol the audience we need to start with this block

Block level settings 

• This helps in adding the headline of the form to let the audience know more about the form to be added
• It contains a textual information space to add an additional description if required
• Inside the Proper form, there is a need to add the Shortcode which will add the form automatically to the page
• The Shortcode block is used in the archive pages. Here the text in the Shortcode block pulls the data from the Press Releases post pages.
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Spacer

Reason to use:

It helps create a spacer between blocks in case it’s required with set dimensions 

Block level settings 

• You may select the shade of the space which will be created using this block 
• The height of the spacer can be adjusted according to the requirements of the user 

Common steps before publishing the page 

Syndication:

Select the syndication settings and select the country wherein you need to show the research that you are publishing. Syndication can only be done by Global admins and local admins (for US, Germany and France). Cross syndication is applicable only for – Sweden, Denmark, Finland, Norway  

Parent	Child
Global	All
German	Austria
Mexico	Argentina, Spain, Guatemala & Columbia
US	CA-EN
FR	CA-FR

Taxonomy:

Please select the sector of the research depending on its type. This is important to add the taxonomy where it belongs so that the dashboard shows a clear picture of the page and searching or editing a page becomes easier for anybody from the team on the website  

Permalink:

The current URL will be shown under the Permalink manager, in case you want to change it, do that before publishing the document  

Brand: 

Select the brand of the page, there is a whole drop-down of the brands under Capgemini, hence, select from the list and choose

SEO:

Lastly, add Yoast SEO content to the page and hit publish, this is most important for your page to show on the website.

Note: The author of the document is responsible for the Yoast SEO of that particular document

Featured image

Before publishing your document, be sure that you have set a featured image for the page as it is important to showcase the image on the landing page as well.

Publish: 

Once done, hitting publish will be an easier task for you 

Enable public preview:

For non-CMS users, we can always enable the “Enable public preview” button and a URL is created which can be helpful in the reviewal process for people who don’t have CMS access. 

Note: The URL stays for 48 hours only. In case you want more time for reviewal, the CMS user has to regenerate the URL

Publish a document  

Depending on the access level, you can publish a page on the website.

1. Login via the access level you have  
2. You will find a publish button on the right-hand side of the WordPress dashboard, just click on the same and it’s done. If  you find the button greyed out, ensure your access level is meant to publish the document  

Save drafts and how to update them  

Save drafts

If you do not want to publish the document there and then, save it for later editing, “Save draft” mode will help you start editing from where you have left off. In case you do not save the draft, you will lose the information that you have added so far. Post saving the draft you can click on “Preview” beside it to preview the draft page.  

Find saved drafts:

Now, you may find the drafts in the WordPress dashboard. You can click on the tab “Pitch” and also filter by date to search your page. There is a search box on the right to search for your page if you know the name of the page. 

Edit a published page:

1. Open the page on the website that you wish to edit 
2. At the top end of the page, you will find an option to edit the page, click on the button and start editing 
3. Click on “Update” once done. Note that all published pages once edited will reflect the changes instantly. 

Revisionize:

You can select a page to revisionize which creates a copy of the actual page and helps create a pseudo page for reviewal purposes. Once, reviewed you can always merge the revisionize version with the actual page by clicking on Publish.

Schedule a page:

1. Click on the settings options on the right-hand pane 
2. Go to the Page section  
3. Click on the date and time mentioned in front of the publish option 
4. Select the date and time according to your wish, given the fact the time zone will depend upon the server/website’s time
5. Hit “Schedule” once done 

Turn a published page to a draft:

1. Open the link of the page that needs to be unpublished 
2. Hit the “Switch to draft” button to unpublish the webpage. Once turned to draft the page won’t be accessible on the live site. 

Move a page to trash – for only admins:

1. Once you have the settings options open, click on the page button 
2. Hover down and you will find the “Move to trash” button