Website Manager Training Video Hub
Our comprehensive video library breaks down concepts into easily digestible chunks, allowing you to navigate through the onboarding process and harness the capabilities of your Website Manager site with ease. Enhance your efficiency, elevate your user experience, and amplify your online presence with expert-guided tutorials crafted specifically for you.
Maximize Digital Presence
An introductory guide offering tips and strategies for effectively managing your website.
Topics Covered in Video
Topics Covered in Video
- Introduction to editing your website.
- Importance of highlighting contact information (email, phone number).
- Highlighting your team and their profiles.
- Incorporating community involvement and local imagery to connect with your audience.
- Importance of clear contact information for easy consumer access.
- Adding personalized content and showcasing expertise for SEO.
- Editing your Website
- Contact Information and Team Focus (1:07)
- Local Imagery and Personalized Content (1:58)
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Basic Content Editing
An overview of the editing features within Website Manager.
Topics Covered in Video
Topics Covered in Video
- Review the editor experience what you see is what you get (WYSIWYG) editor.
- How to edit the contact us page of your website.
- How to add and edit address, phone number, email, and map information on the contact us page.
- How to edit basic text content using the editor, including formatting options and adding external links.
- Introduction to Editing
- Editing Map and Text Content (2:12)
- Editing Options and Adding External Links (3:33)
- Using the WYSIWYG Editor (4:34)
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Marketing Name & Global Styles
A detailed walkthrough focusing on marketing name, global styles, colors, and font customization.
Topics Covered in Video
Topics Covered in Video
- Understand how to brand your website by adding a marketing name that reflects your team or individual identity.
- Explore the customization options for primary and accent colors, as well as typography choices to enhance the visual appeal of your website.
- Website Manager Overview
- Website Editing and Preview (1:37)
- Global Styles: Colors and Typography (2:52)
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Pages and Navigation
A detailed walkthrough focusing on marketing name, global styles, colors, and font customization.
Topics Covered in Video
Topics Covered in Video
- Instructions on how to create a new page for your website.
- A detailed walkthrough on how to add the newly created page to your website's navigation menu.
- Guidance on how to arrange navigation links, including dragging and dropping them into the desired order and creating secondary navigation under a main category.
- Overview of the importance of choosing the right content for your new pages
- Getting Started with Adding Pages
- Editing Navigation Experience (1:35)
- Adding a New Page to Navigation (1:57)
- Editing Navigtaion and Adding Pages (3:13)
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Adding & Editing Images
A comprehensive overview of features and image editing within Website Manager.
Topics Covered in Video
Topics Covered in Video
- How to replace a default image with a new one.
- Introduction to the stock image library, offering fully licensed images for use.
- Detailed steps for uploading new images.
- Adding tags and relevant dates to new images.
- How to use photo cropping tool to resize, crop, and adjust images.
- How to set a focal point for images.
- How to save changes and add image to library.
- Editing Images in Website Manager
- Introducing the Stock Image Library (1:43)
- Imagin Editing in Website Manager (2:50)
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Section Library & Layouts
This training video provides an in-depth look at how to utilize the section library in Website Manager.
Topics Covered in Video
Topics Covered in Video
- Navigating the "adjust layout" option to modify different sections of the website.
- A detailed explanation of the default sections automatically enabled for new pages—such as header, footer, and navigation bars.
- Review of the Website Manager Section Library Reference Guide that describes the types of sections available.
- Website Manager Overview
- Understanding Website Sections (00:52)
- Sections in Website Manager Experience (1:46)
- Understanding the Section Library (3:06)
- Website Editing Features (4:50)
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Enhanced Editing Options
A comprehensive guide to editing and customizing site content.
Topics Covered in Video
Topics Covered in Video
- The importance of previewing the website in both desktop and mobile views to see changes from a visitor's perspective.
- A deep dive into adjusting website layouts by adding, removing, or replacing section components.
- Explanation of the editor's built-in tool tips and edit buttons.
- The process of customizing section components.
- The availability of sample content and professional writing tips.
- Getting Started with Website Editing
- Understanding Website Editing Options (2:19)
- Layout and Section Components (3:47)
- Customizing Website Experience (5:27)
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Vimeo Videos
An overview of adding Vimeo videos to your site.
Topics Covered in Video
Topics Covered in Video
- How to add a new Vimeo video on your website.
- Tips for finding and adding Vimeo videos to enhance your website experience.
- Uploading the transcript URL for video accessibility.
- Testing and saving the Vimeo video on your website.
- Adding Vimeo Videos
- Steps to Adding Vimeo Videos (1:13)
- Adding a Vimeo Transcript (1:59)
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YouTube Videos
An overview of adding YouTube videos to your site
Topics Covered in Video
Topics Covered in Video
- Introduction to adding videos within the Website Manager platform, including navigating the dashboard and choosing the right video section.
- Guidance on selecting optimal layouts for video content to enhance audience engagement on your financial advisory website.
- Detailed walkthrough on how to embed videos for YouTube and tips for using transcripts for SEO and accessibility.
- Editing Videos in Website Manager
- Video Editing Platforms (1:40)
- Adding Videos through YouTube (2:21)
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Events
A comprehensive overview on adding and editing events to your site.
Topics Covered in Video
Topics Covered in Video
- Review selection of event layouts and how to choose the right one.
- Detailed steps for adding a new event, including setting the event name, time, and location.
- How to add event descriptions and any necessary disclaimers.
- How to include links to external registration pages or URLs
- How to choose images for the event, including sizing and adding alternate text for accessibility.
- How to add RSVP instructions, contact information for event inquiries, and setting up a success message for registrants.
- Editing Event Content
- Managing Events in the Fly Out (1:24)
- Time and Location (2:15)
- Editing Event Descriptions (2:51)
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Saved Items
An overview on the steps to use the Saved Items queue to save, review, and decide which edits are ready for publishing.
Topics Covered in Video
Topics Covered in Video
- Preview edits and see the differences between the current site and the proposed changes.
- How to make edits and save them for later.
- How saved edits are stored in a queue until ready to submit.
- How to submit all edits at once or choose which ones to make live on your website.
Chapters (Total 3:12)
- Saved Items
- Website Edits and Navigation (1:01)
- Content Preview Overview (1:45)
- Submitting and Reviewing Website Changes (2:16)
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