Research and insights

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, report and an article
• Specifically for the Research page, kindly use the toggle button in the block settings to enable all the relevant features

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  

For more information on blocks, please refer to Block Guide 1 and Blocks Guide 2.

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

Note: Do syndicate the page when the content is approved and about to publish

Taxonomy:

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

 Also, themes are an important part of taxonomy that needs to be filled along with the R&I    

Permalink:

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

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.  

4.3.2 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.

Note: Revisionize copy has a “Save Button”

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 time
5. Hit “Schedule” once done 

Turn a published page to 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