CLIENT STORIES

Reusable hero block

Reason to use:

This block is flexible and various pages can be created from the single block namely research and insights, client stories

Block level settings:

• You can add the headline of the block 
• An image of the author can be uploaded along with the name and date of the block when written 
• You may add up to 3 assets in the block namely – an infographic, a report and an article
• Specifically for the Research page, kindly use the toggle button in the block settings to enable all the relevant features

3.2 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 

3.3 Profile card:

Reason to use:

This helps in providing the experience and the work ethic of the author.

Block level settings

• It contains the option to add the image of the author
• Also, you may his/her position and a gist of what their role is currently
• You may help the audience with their social media handles and email ID

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

Feature 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 review” 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 to 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 “Picth” 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 Drafts” 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