Evo Cloud Quick-Start User Guide · data retention 3 data backups 3 login sharing and password choice 3 before you begin 4 reserved urls 4 setting up your computer 4 quick-start guide

Copyright2016EvoStudio,Inc.POBox3641,ParkerCO80134–www.evo.studio.tel:855-386-4681–email:[email protected]

EvoCloudQuick-StartUserGuide

PLEASEDONOTPRINTTHISGUIDEPleasedonotprintthisUserGuide.Itisbadfortheenvironmenttodoso,andtheguideisconstantlybeingupdated.Printingthisguidewillusealotofpaperandaprintedversionwillbecomeoutdatedveryquickly.Updatedversionsofthisguidewillbepostedtohttp://www.evo.cloud/guide.WerecommendusingAcrobat

readertousethisguide,whichincludessearchcapabilityandmakesnavigatingtheguideeasier.

TableofContents

IMPORTANTWARNINGSANDTERMSOFUSE 3

TERMSOFUSEAGREEMENT 3COMPLETENESS,ANDLATESTVERSIONOFTHISGUIDE 3SENSITIVECONTENTWARNING 3DATARETENTION 3DATABACKUPS 3LOGINSHARINGANDPASSWORDCHOICE 3

BEFOREYOUBEGIN 4

RESERVEDURLS 4SETTINGUPYOURCOMPUTER 4

QUICK-STARTGUIDE-MOSTCOMMONTASKS 5

LOGGINGINTOTHESYSTEM 5FINDINGCONTENT 5

ENABLINGTHEADVANCEDEDITOR(RECOMMENDED) 6

PASTINGCONTENTINTOAPAGE 6

ADDINGLINKSTOAPAGE 7

ADDFILES(LIKEPDFS)TOAWEBPAGE 8

ADDINGIMAGESTOAWEBPAGE 9

QUICKIMAGEEDITING 9

CREATENEWWEBPAGESANDADDTOAMENU 10

MENUS–WORKINGWITHNAVIGATIONMENUS 12


MENUGUIDE 13

ALERTS 14

FAQMODULE 15

FORMS 17

EVENTS,CALENDARS,ANDMEETINGS 20

NEWSPOSTINGS 22

MAPSMODULE 23

NEWSLETTERS 23

SLIDESHOWS 25


ImportantWarningsandTermsofUseTermsofUseAgreementByloggingintotheEvoCloudplatform,youimmediatelyagreetothetermsoftheEvoCloudTermsofUseAgreement,whichisavailableonlineathttp://www.evo.cloud/terms-of-use.Completeness,andLatestVersionofthisGuideTheEvoCloudplatformisconstantlybeingimprovedwithnewfeatures,andassuch,therewillbenewuserguides,tutorials,andvideosthatarecontinuallyproducedtohelpourcustomers.Toensurethatyouhavethelatestversionofthisguide,pleasevisithttp://www.evo.cloud/guide.SensitiveContentWarningAllusers–pleasenotethatyouareenteringcontentintoawebsitepublishingsystem.YoushouldNEVERuploaddocuments,files,images,orcontentintothissystemthatyoudonotwishtobepubliclydiscoverable.UnlinkedfilesandwebsitepagescanstillbefoundviaGoogleandothersearchengines,soyoushouldassumethatanythingthatyouuploadintoEvoCloudcanandwillbefoundonlineeventually.EvoStudio,Inc.doesnotbearanyresponsibilityforyourcontentbeingdiscoveredwhenitisuploadedbyyourstaffintooursoftware.DataRetentionMostcontententeredintoEvoCloudsystemcannotbephysicallydeleted.Forexample,whenyoudeleteapageusingthe“delete”button,itissimplymarked“deleted”withinthedatabase.Eachtimeapageissaved,anewversionisalsosavedinthedatabase.Ifyoudeleteapagebyaccident,seeyouradministratortoundeletethepage.DataBackupsDatafortheEvoCloudplatformisbackedupregularly,butthisisforemergenciesonly.Youshouldneverrelyonouremergencybackupsforyourhistoricaldatabackup.YoushouldretainacopylocallyonyourcomputerofallcontententeredintotheEvoCloudplatform.Freeonlinetoolsexisttobackuplivewebsites,andyoushouldbackupyourentirewebsiteatleasteverythreemonths(quarterly).ContactEvoStudioformoreinformation.LoginSharingandPasswordChoicePleasenevershareyourloginwithanyone.Ever.Certainusersmayhaveadminrightstotheentiresystem,sosharingthoseloginswillcompromisethesecurityofthesystem.Ifyoushareyourloginwithsomeoneelse,anychangesthattheymaketothesystemwillmemarkedasbeingmadebyyou.Soagain,nevershareyourloginwithanyone.Makesurethatpasswordsthatyoucreateforyouraccount(orothersifyouareanadmin)areneveranythingassimpleas“password”.Anydictionarywordsthatareeasytoguesswillcompromiseyourwebsite.Passwordsshouldincludebothlettersandnumbers,andbeeightormorecharactersinlength.


BeforeYouBeginReservedURLsThereareseveralURLsthatarereservedbytheapplication,becausetheyareusedforspecificcontentapplications.YoushouldbeawareoftheseURLssothatyoudonottrytousethemforyourcontentinyourwebsite.

• /admin–administrationareaofyourwebsite• /agenda–usedbythemeetingandagendadashboard,whichshowsupcomingmeetings.• /bids–showsalistingofopenbidsfromthebidsystem.Visitorshavetologintotheportaltosee

detailonthem.• /calendar–amastercalendarshowingallevents.• /jobs–-showsjobpostings.• /map–usedbythemastermap,whichshowsallmapcategoriesononepage.• /portal–thecustomerportalforyourcustomerstologinto.

SettingupyourComputerYourcomputershouldhaveamonitorthatis17”orlarger,runningataresolutionequaltoorhigherthan1280x1024.Ifyoucan’tfitallofthesidemenubaronyourscreen,youcanzoominandoutwithourbrowserusingthefollowingkeyboardshortcuts,whichworkonanycomputertypeorbrowser:CTRL+MINUSSIGN=ZoomOutCTRL+PLUSSIGN=ZoomInCTRL+EQUALSIGN=ResetZoomLevelMicrosoftInternetExploreruserswillneedaversion10orhigherbrowser.WerecommenddownloadingandusingGoogleChromeformanagingyourwebsitewithEvoCloud.YoucandownloadGoogleChromeatthefollowingaddress:https://www.google.com/chrome/browser/desktop/index.html


Quick-StartGuide-MostCommonTasksThefollowingquick-startguideismeanttobeasbriefaspossible,sothatyoucanupdateyourwebsiteveryquickly,andwithoutmuchtraining.In-depthtrainingresourcesareavailable,andgowaybeyondthisquick-startguide.LoggingintothesystemTologintotheadminareaofyourwebsite,simplyadd“/admin”totheendofyourwebsiteaddress.Usernamesarealwaysemailaddresses.Yourwebsiteadminshouldgiveyouyourpassword.Ifyouweregivingatemporarypassword,changeitthefirsttimeyouloginbyclickingtheaccountlinkintheupperrightofthesystem.Ifyouforgetyourpassword,youcanresetitbyusingtheforgotpasswordfunction.Passwordsarenevervisiblebyanyone(includingourstaff),soifyouforgetyourpasswordandalsocan’tresetit,youwillneedtocontactyourwebsiteadministrator.FindingContentIfyouwishtoeditapagethatalreadyexistsinthewebsite,youneedtolocateitfirst.Intheupperrightoftheadminisasearchbox.Usethatsearchboxtolocatepagesandothercontentbyname.Thesearchboxalsolocatesfilesinthemedialibrary.Mostcontentisenteredas“pages”,soyoumayhavethemostluckinfindingpagecontentbyclicking“pages”onthelefthandmenuafterloggingin.NotethatthepagelistissortablebypagenameandbytheURLofthepages(theyareseparatecolumns).Thishelpslocatepagesthatyouwishtoeditquickly.Contentthatappearsonpagesthathavecollapsibleareas(likea“howdoI”page)areprobablybuiltwiththeFAQmodule.Aftersomepractice,youwillbeabletorecognizeFAQpagesinyourwebsite.TogainaccesstoFAQpagesandtheirentries,click“FAQ”ontheleftmenuoftheadmin.


EnablingtheAdvancedEditor(recommended)Whenyoufirsteditawebpage,notethattheeditorisdumbed-downforbasiceditingonly.Toseeallofthebuttonsavailableontheeditor,clickthetextlinkrightabovetheeditortoenabletheadvancededitor.Mostusersthatwilldoalotofeditingwillwanttheadvancededitor.Clickingthelinkfortheadvancededitorwillputacookieinyourbrowser,tellingthesystemthatyouonlywanttoseetheadvancededitor.

PastingContentintoaPageOnceyoulocatethepagethatyouwishtoedit,youcanclickrightintotheeditoronthepageandstarttypingyouredits.Ifyouwishtocutandpastecontentfromanoutsidedocument(likeaWordDocument),youhaveseveralwaysyoucanpastecontentintothepage.Onewayistousekeyboardshortcuts.KeyboardShortcuts:

CTRL+C=COPYCTRL+X=CUTCTRL+V=PASTEENTER=DoublelineparagraphbreakSHIFT+ENTER=Singlelinebreak(mostpeoplemissthisone)


EditorIconButtonsforPastingcontentintoawebpage:

Lefticon=NormalPaste-Thesethreeiconsintheeditormenubarenableyoutopastecontentindifferentwaysintoawebpage.TheiconontheleftisthesameashittingtheCTRLandVkeysonyourkeyboardtodoastandardpastefromyourclipboard.Centericon=PlainTextPaste-Thecentericonwillpasteyourcontentasplaintext.ThisisusefulifyouarepastingcontentfromaPDF,brochurefile,orothersoftwarewhichisNOTwebdesignsoftware.Itwillstripallformattingoutandpastonlythetext.Werecommendthiswhenmovingcontentfromveryoldwebsitesintoanewwebsite.RightIcon=PasteaWordDocument–MicrosoftWorddocumentsaresometimestrickytopasteintowebsites,becausetheyhaveformattingthatcanbreakawebsite.UsingthisicontopasteinyourWorddocumentcansolvemostproblemswithWorddocuments,whilemaintainingyourlayouttablesfromWord.IndividualimagesinyourWordDocumentsareNOTAUTOMATICALLYUPLOADEDandallimageswillneedtobeuploadedintotheMediaManager.AddingLinkstoapageToaddahyperlinktotext,ortoanimage,simplyclickandswipeoverthetextthatyouwishtobealink,andthenclickontheglobeiconthathasachainlinkinfrontofit.Itlookslikethis:

Clickingthisiconmakesthelinkpopupappear:


EntertheURLthatyouwantyourlinktodirectto,andclickOK.Tomakethelinkopenanewwindowwhenclicked,clickonthe“target”tabandchoose“newwindow”.The“LinkType”dropdownonthefirsttabofthelinkpopupalsoenablesyoutocreateanemaillink.

AddFILES(likePDFs)toawebpageQuickinstructions:

1. Openthepageorapplicationwhereyouwantthefilelinked.2. Click“InsertMedia”ontheeditortoolbarwhileeditingthepage.

3. Choosethefilefromthefilemanager,oruploadanewonebydraggingitintothefilemanagerpopup

touploadit.4. Hoveroverthefile,andclickthe“+”signtoinsertit.5. ClickblueInsertbutton.6. Filehyperlinkappearsinthepage,andyoucanrenameitasyoulike.7. Clicksavetosavethepageorapp.


AddingIMAGEStoawebpageQuickInstructions:

1. Openthepageorappwhereyouwanttoinsertanimage.2. Click“InsertMedia”ontheeditortoolbarwhileeditingthepage.

3. Browsetochoosetheimagefromthefilemanager,oruploadanewonebydraggingitintothefile

managerpopuptouploadit.Chooseanappropriatefolderifuploadinganewimage.4. Hoverovertheimage,andclickthe“+”signtoinsertit.5. Choosethesizeyouwouldliketouse.6. ClickblueInsertbutton.7. Afterashortdelay(bepatient),theimageappearsinthepageeditor.8. Clicksavetosavethepage.

QuickImageEditingToeditanimagethatyouhaveuploadedintothemedialibrary,clickonthepenciliconafterhoveringovertheimageinthemedialibrary.

Theimageeditingpopupenablesyoutotorotate,resize,crop,andreplaceimagessite-wide.TogettheimageshostedURL(thedirectlinktotheoriginalimageitself),clickthe“view”linkontheimageeditingpop-up.


CreateNewWebPagesandAddtoaMenu

1. GOTOPAGESSECTION-Click“Pages”ontheleftsidemenuoftheadmin.2. CHECKFOREXISTINGPAGES-Browsethelistofpagestomakesurethepageyouwanttoadddoesnot

alreadyexist.Notethatthecolumnsaresortable,andyoucansortbyURLbyclickingthecolumnheading“URL”.Pagesmayexistthatarenotlinkedinyourwebsite’smenus,sothisisanimportantstep.

3. ADDNEWPAGE-Clickthegreen“AddPage”buttonintheupperrightofthepagelist.4. TOGGLEEDITORIFNECESSARY-Usethebasicoradvancededitor(thetextlinkunderthetitlearea

togglestheeditor).Togglingtheeditorrefreshesthepage,sodothisfirstifyouneedto.Thesystemwillrememberyourchoicemovingforwardwithfuturepages.

5. NAMEYOURPAGE-EnteranameforyournewpageintheTITLEbox.Notethatthistitlewillbeoutputatthetopofyourpagecontent,sothereisnoneedtoenterasecondtitleinthebodyofthepage.

6. WRITEORPASTECONTENT-Writeorpasteyourpagecontentintotheeditor.Seethecut-and-pasteguideearlierinthisquickstartguideifyouneedhelpcuttingandpasting.

7. IMAGES-Pastedimageswillnotbeuploaded.SeetheImagesareaofthisquickstartguideforinformationonuploadingandaddingimagestoawebpage.

8. LINKS–Addhyperlinkstoyourpagecontentwherenecessary.ThisiscoveredearlierintheQuickStartGuide.

9. SAVEPAGE–Topreviewyourpage,ortochangeitsURL,youneedtosaveitfirst.ClickthegreenUPDATEPAGEbuttonatthebottomrightofthepage.

10. VERIFYURL–TheaddressbarabovetheeditorcontrolstheURLaddressthatyouuseinawebbrowsertovisitthepage.Itlookslikethis:

Bydefault,theURLaddressusesthepagenamethatyouentered,andspacesarereplacedbydashes.Afterthepageissaved,youcaneditthisURLtomakeitmoreconcisebyclickingonthepencil.IfthesystemappendsanumbertotheendofyourURL,thatmeansyouenteredanamethatexistselsewhereinyourwebsite,andyoushouldchooseadifferentname.Thehomepageofyourwebsiteisaspecialpage,whoseaddresslooksliketheoneabove(justaslash).Don’tchangetheaddressofthehomepage.

11. PREVIEWYOURNEWPAGE–Youcanclickonthegreenviewiconaftersavingyourpage,toseeitliveinyourwebsite.Itlookslikethis:

12. ADDNEWPAGETONAVIGATIONMENU–Creatinganewwebpagedoesnotaddittoyourwebsite’s

navigationmenus.Youneedtoaddthepagetotheareaofyourmenuthatyouwantittoappear,sothatyourvisitorscanbrowsetoit.ClickMENUS,thenclickonyourMAINMENUinthemenulist.Then


clicktheADDITEMgreenbutton,whichlookslikethis:

ClickPages,andyouwillseealistofallpagesthatyoucanaddtothemenu.Tosavetimedraggingyourpagelinktotherightpartofyourmainmenu,makesurethatyouselecttheparentthatyouwanttouse.Thescreenshotbelowexplainsthisinmoredetail.

AddingaPagetoaNavigationMenu


MENUS–WorkingwithNavigationMenusMenusarethenavigationmenusthatappearatthetopofyourwebsite.Theyenableyourwebsitevisitorstonavigateyourwebsiteusingfly-outmenusthatshowatreeofhyperlinks.Whenyouaddordeleteitemsfromthemenu,itdoesn’tdeletetheactualitemfromtheoverallwebsite–itjustremovesitslinkfromthemenutree.Whenyouaddnewcontenttoyourwebsite,itisnotautomaticallyaddedtothesemenus,soyouneedtoaddnewpagesandothercontenttothemenusafteryoucreatethem.Herearethequickstepsneededtoaddcontenttoamenu:

1. GOTOMENUS-ClickMENUSonthelefthandnavigationofyouradmin.2. CHOOSETHECORRECTMENU-Fromthelistofmenus,choosetheappropriatemenuthatyouwishto

editandclickonitsname.Ifwebuiltyourwebsite,wetypicallynamethemainmenuofyourwebsite“MainMenu”.Othermenuscouldbetopmenus,footermenus,ordepartment-specificmenus.

3. CHOOSETHETYPEOFITEMYOUWISHTOADDTOAMENU–Clickthegreen“AddItem”buttonintheupperrightofthemenueditpage.ThenchoosetheBLUEICONrepresentingthetypeofcontentthatyouwanttoaddtothemenu(typicallyapage,thefirsticonatthetopofthepopup).

4. BROWSETOSELECTTHEEXACTPAGEORITEM–Scrolltothepagethatyouwishtoaddtothemenu,thenclickonittohighlightit.

5. CHOOSEAPARENT–Youwillseeadropdownentitled“Parent”thatenablesyoutochooseaparentforyournewlink.Thissavesalotoftimebecauseyoucaninsertyourlinkattheendofthesectionwhereyouwantthelinktoappear.

6. CLICKADD–Ifyouchoseaparentitem,yournewlinkwillappearbelowthatparent.7. DRAGITEM–Ifnecessarydragyournewlinktothecorrectlocationundertheparentthatyouchose.

Themenuwillauto-saveafterdraggingtheelement,andyouaredone.


MenuGuide


ALERTSAlertsarethescrollingalertsthatappearatthetopofyourwebsite.Becarefulnottoclickthereddeletebuttononanalertarea,becauseitwillremovetheentirealertareafromyourwebsite.Tips:

• Don’tcreatetoomanyalerts-Fourisaboutmaximum.Visitorsaretooimpatienttowaitforyouralertstoscrollacrossthetopofyourwebsite.Asinglealertwillbecomestaticandwon’tscroll–youneedatleasttwoforthemtoanimate.Don’tfeelthatyoualwaysneedtwoofthemwithanimation–asinglemessagethatisstickytothetopofyourwebsiteworkswell.

• Usethemonlywhenyouneedto–Alertsshouldbeusedtograbattentionforanimportant,timelymatteronly.Ifyoualwayshavealertsactiveallthetime,yourvisitorswillstarttoignorethem.

• KeepthemBrief–Useaslittletextaspossible.• AddaLink–Alertsworkbestwhentheyarelinkedtopagesformoreinformation.• AlertStyles–Alertscanbestyledbyadesignertochangetheirspeed,direction,colors,andfonts.This

isoutsideofthescopeofthequickstartguide.• DeactivateInsteadofDeleting–Ifyouhaveanalertthatyoumayreusefromtimetotime,youcan

deactivateindividualmessagesinsteadofdeletingthem.Topostanalert:

1. BROWSETOALERTS-ClickALERTSonthelefthandmenuofthesiteadmin.2. CHOOSEALERTAREATOMANAGE-Choosethealertareathatyouwishtomanage.Mostwebsites

havejustoneAlertarea,butitispossibletohavescrollingalertareasinmultipleareasofyourwebsite.3. DONOTDELETETHEALERTMODULE!–someusersrushtothereddeletebuttonatthebottomofthe

alertmoduletodeactivateanoldalert.Ifyoudothis,youwillremovetheentirealertmodulefromyourwebsite.Donotdothis.

4. DEACTIVATEORDELETEOLDALERTS–todeactivateanoldalertmessage,simplyuncheckthe“active”checkboxunderthemessageinquestionandthenclicktheblue“UpdateAlert”buttoninthelowerright.Youcanalsodeleteaspecificalertmessagebyclickingthedeletecheckboxunderthemessage(NOTthereddeletebuttonatthebottom,whichdeletestheentirealertmodulefromyourwebsite).

5. ADDANALERT–Thegrayaddbuttoncreatesanewalertmessagearea.Clickthattoaddanewalertmessage.Enteryourtext,whichiswhatwillappearatthetopofyourwebsite.Enteranoptionalhyperlinkifyouwish.Choosethestartandenddatethatyourmessageshouldappear.Clicktheblue“UpdateAlert”buttoninthelowerrighttoupdatethealertsysteminyourwebsite.


FAQModuleTheFAQModuleisdesignedtohandle“FrequentlyAskedQuestions”stylecontent.TheconceptistohaveLOTSofcontentcondensedintocollapsibleareasofasinglewebpage.Thisaccordioneffectmakesitmucheasierforyourwebsitevisitorstobrowsetopics,sothattheycanfindtheanswers(orresources)thattheyarelookingforquickly.OurFAQmoduleaccomplishesthisbasicneedfora“HowDoI?”sectionofyourwebsite,butitcanbeusedformanyadditionaltypesofcontentinyourwebsite.Anyareaofcontentthatislarge,thatwouldbenefitbyhavingsectionheadings,collapsibleareas,andasearchenginecanbepostedusingtheFAQmodule.Sampleuses:

• Master“HowDoI?”FAQ–Yourcustomersneedanswerstocommonquestions,soitmightmakesensetohaveamenuiteminyourwebsiteentitled“HowDoI?”thatlinkstoanFAQmodule.YoucouldthenpopulateanFAQmodulewithcommonquestionsthatyougetfromyourcustomers,withresourcespostedasananswertoeachentry.

• ServicesBreakdown–LongpagesthatcontaininformationonservicescouldbeorganizedandcollapsedusinganFAQmodule.

• SchedulesofActivities–WehaveseensomeofourlocalgovernmentcustomersuseFAQstoposttheirrecreationprograminformation.

ToManageanFAQModule:

1. BROWSETOFAQs-ClickFAQsonthelefthandmenuofthesiteadmin.2. CHOOSEFAQTOMANAGEORCREATEANEWONE–ChooseanFAQareatomanagefromthelistof

FAQmodules,orcreateanewoneusingthegreen“AddFAQ”buttonintheupperrightcorneroftheFAQlist.

3. SAVEFREQUENTLY–IfyouaresittingdowntocraftamassiveFAQareaintheadministratoritself(insteadofwritingitinMSWordfirst),thenmakesurethatyouhitthebluesavebuttonnamed“UpdateFAQ”inthelowerrightfrequently.Unlikewebpages,FAQsdonotcurrentlysupportversioning,sothisisveryimportant.WerecommendwritingoutyourFAQcontentusingawordprocessorfirst.

4. SECTIONS–CreateorexpandanexistingSECTIONwithinyourFAQ.Sectionsareliketopics,thatletyougroupquestionstogetherbysubjectmatter.YouneedatleastonesectioninyourFAQtoaddentries.Ifyouarestucktryingtothinkofanameforyoursection,justtitleit“CommonQuestions”.

5. ADDENTRY–Eachentryhasatitle,whichisthesameasthequestionthatawebsitevisitormightaskyou.Clicking“EntryAnswer”exposestheCMSeditor,whichenablesyoutocreateadetailedresponsetoeachentry.

6. SAVE–ClicktheUPDATEFAQbuttononthelowerrighttosaveyourFAQaftereachentryiscomplete.Tocheckyourwork,clickthegreenVIEWbuttonatthetopoftheFAQ.


7. ADDTOMENU(optional)-IfthisisabrandnewFAQ,youwillneedtoaddittoyournavigationmenussothatvisitorscanbrowsetoit.Theprocessisthesameasaddingapagetoamenu,whichiscoveredelsewhereinthisFAQundermenumanagement.


FormsTheformsmoduleenablesyoutocreateformsinyourwebsitethatyourvisitorscanfillout,tosendyouinformation.Sometipsandinformationaboutforms:

• Allwebsiteformsthatyoucreatecansendemailstoyourstaff.• Formscansendemailstomultipleemailaddresses,butenteringthemasalistseparatedbycommas.• Everyformcreatesadatabaseautomatically,whichrecordsallformsubmissionsasabackuptoemail

delivery.• Formsubmissiondataassociatedwithaformcanbeexportedtoanexcelfile,andcanbefilteredtoa

daterange.• FormscangeneratePDFfiles,whichcanbedesignedusingatemplatesystemtomatchyourin-house

PDFforms.Thisisanadvancedtopicthatisnotcoveredinthisguide.DesignofcustomPDFgenerationtemplatesisavailablefromEvoStudiosforafee.

CreatingaformBeforecreatinganewform,checktoseeifoneexistsalreadybyclickingFORMSontheleftsitenavigationmenu.Ifyoustillneedtocreateanewform,clickthegreen“AddForm”buttonintheupperright.Adddetailstoyourform

• TitleField-ThetitlefieldisthenameofyourformwithintheCMS.• URLAddress-Aftersavingyourform,thisnamewillbeusedtomaketheURLfortheform,whichyou

canseeaboveintheaddressfield.Aftersavingtheforminitially,youcanchangetheaddressfieldoftheformtobeanyaddressyouwish.

• Editor-Theeditorunderthetitleenablesyoutoadddescriptivecontentabovetheactualformitself.Youcanenteranycontentherethatyouwish,similartobuildingastandardpageinyourwebsite.


FormSubmissionSettings


AddfieldstoyourformUsetheNEWFIELDareaatthebottomoftheformbuildertocreateanewformfield.

FormFieldTypes

• Text–SingleLine:Usethisforsimpledataentryitemslikeaperson’sname.• Text–MultipleLines:Usethisfordescriptivetextthatneedstobeenteredintoyourform,likealong

paragraph.• EmailAddress:itisbasicallythesameastext-singleline,butitmakessurethatthevalueenteredis

validatedtobeanemailaddress.• RadioButton:Amultiplechoiceselection,whereonlyonevalueisallowedtobeselected.• Checkbox:Amultiplechoiceselection,whereanycombinationofvaluescanbeselected.• Drop-Down:Asthenameimplies,itisamultiplechoicedrop-downbox.Allowsformultipleoptionsto

beselected.• FileUpload:Allowsyourvisitortouploadafiletoyou.Thefileisnotscannedforviruses.Alinktothe

fileispresentedinthecapturedinformation.• Header:Adescriptiveareabetweenyourformfieldsthatoffersinstructionstoyourvisitorsonhowto

bettercompletetheform.ViewingSubmissionsEveryformcreatesadatabasetostoresubmissionsautomatically.Thisservesasabackuptoyouremailnotifications.YoucanexportthesetoanExcelfilefromtheadminbyclickingon“Submissions”.


Events,Calendars,andMeetingsThedifferencesbetweenevents,meetings,andcalendars

• EVENTSareforcreatingsimplecalendarevents.Ifyouwerepostingapubliceventtoyourwebsite,like“earthday”,itwouldbepostedasanevent.

• MEETINGSaretheexactsamethingasevents,exceptthatMEETINGShavededicatedfilefieldsfor;ATTACHMENTS,MINUTES,AUDIO,VIDEO,andAGENDAfiles.

• CALENDARScanbethoughtofascollectionsofeventsandmeetingsofaspecifictype.ThisiswhyyoucanhaveMANYcalendarsinyourwebsite.

TheMasterAgendapage

• EvoCloudcreatesapageautomaticallythatshowsallupcomingpublicmeetings,andtheirattachments.Youcanseethispageonyourwebsiteat/agendasafteryouaddmeetings.

TheHomePageEventCalendar

• Thereisaspecialcalendarthatcanbeembeddedintoyourhomepage.Ifthishomepageoutputcodeisinstalledinyourhomepage,thenyoucanpushanyeventormeetingfromanycalendartopush

HowtoaddanEventorMeeting

1. ExpandtheCalendarssectionintheleftsidemenu.

2. ClickCALENDARSfirst,tomakesurethatyouhaveacalendarinplaceforyourtypeofevent.There

shouldbeatleastonecalendarinplacebeforeyoucreateaneventormeeting.RememberthatCalendarsarebestthoughtofas“EventCategories”.

3. Click“Events”ifcreatinganevent,orclick“AddMeeting”tocreateameeting.4. Ifaddinganevent,clickthegreenbuttonintheupperrightcorneroftheeventslistpagetocreatean

event.

5. Completetheformtocreatethemeeting.Makesuretochooseacalendarforittoappearon.


CreatingaRecurringEventInsteadofcreatingrecurringeventslike:“every3rdThursdayofthemonth”,weshowyouanannualcalendarwhereyousimplyclickallofthedaysoftheyearatonetimeforyourrecurringevents.Wedoitthiswaysothatholidays,andotherscenarioslikeshortmonthsdon’taffectyourrecurringevents.Also,byhavingtheeventsenteredseparately,youcanmodifyasingleeventwithoutneedingtochangealloftheevents(likeachangeofvenue).Herearethestepstocreatingarecurringevent:

1. Createasingleeventormeeting.Ignorethefieldsforrecurringdays/weeks/monthsonitsdetailsifyouseethose(thosearebeingremovedfromthesystem).

2. Openyournew,singlemeetingtoeditit.3. NotethatthereisaCOPYEVENTtabatthetopofthemeetingdetails.Itlookslikethis

ClickthatCopyEventtab.4. YoushouldseeinformationthatlookslikethisbehindtheCopyEventtab:

5. Notethatthereisafieldthatsays“Clickheretoinputdates”.Clickinthatemptyfield.6. YoushouldseeanAnnualYearCalendarthatlookslikethis:


7. Clickallofthedaysinwhichyouwantyoureventtorepeat.8. Notethatasyouselectthedates,theyareaddedtothelistofcopieddates.9. Whenyourdatesareselected,clickoutsidethecalendartomakeitdisappear.10. ClicktheblueCreateCopiesbuttontoaddallofyourneweventsatonetime.

NewsPostingsNewspostingsarepostedinto“NewsAreas”,whichcanbethoughtofascategoriesforyournewstopics.Eachdepartmentinyourorganizationcanhaveitsownnewsareafornewspostings.Herearethestepsforaddinganewspostingtoyourwebsite:

1. Click“News”onthelefthandnavigationmenu. 2. YouarenowviewingtheNEWSCATEGORIES.Lookatthelistofcategoriestoseeifonematchesthe

categoryyouwant.3. Ifyouwishtoeditanexistingnewsposting,youcanclickonitfromthislist.4. TomakeaNEWNewsCategory,click“AddNews”intheupperrighthandcorner.

5. Whenyouarereadytoaddanewsposting,clickthegreen“AddPost”buttonintheupperright.

6. EnteraTITLEforyournewspostingintotheTitlefield.7. Enterthebodyofyournewspostingintotheeditor.8. EnteraPublishDate(required)byclickingonthecalendar.Topublishimmediatelywithoutworry,you

canselectyesterday’sdateifyouwish.Clickingontheclockatthebottomofthedatepickeralsoletsyouselectatimeofdayforyournewspostingtoappear.

9. Donotenteranexpirationdateunlessyouwantthenewspostingtodisappearfromyourwebsiteatacertaindateandtime.

10. Selectthecategoriesforyournewsposting.11. Decideifyoushouldpushthenewsitemtoyourhomepage.Ifwebuiltyourwebsite,thenwemost

likelycreateda“HomePageNews”category,whichenablesyoutopushnewsitemstothenewsslideronyourhomepage.Decideifthenewsitemisworthyofbeingonyourhomepage,andifitis,thenselectthatcategoryaswellastheappropriatenewscategoryforthedepartmentorsubjectmatter.

12. MakesurethattheActivecheckboxischecked.13. Clicktheblue“UpdatePost”buttoninthelowerrighttopostyournewsitem.


MapsModuleTheMapsmoduleismadeupof;Maps,LocationCategories,andLocations.MapsarebasicallyGoogleMapsthathavelayersonthem(locationcategories),withpushpins(locations).Youcanmixandmatchlocationcategorieswithindividuallocationsonyourmapstocreatecustommapsinyourwebsite.

Note:Streetaddressesarerequiredtocreatemaplocations.Stepstoaddingmapstoyourwebsite:

1. AlwaysmakeyourLocationCategoriesFirst.2. ViewExistingLocationCategories:Click“LocationCategories”toviewthetypesofmaplocationsyou

havesetup.3. CreateNewLocationCategoriesifNeeded:IfyouhavenoLocationCategoriessetup,thendothisfirst

andchoosethetypesoflocationsyouwillbedisplayinginyourwebsite.Manyofourlocalgovernmentcustomerscreatemaplocationcategoriesforthingslike;municipalbuildings,parks,parkinglots,historichomes,etc.Again,thinkoftheseaslayersfordifferenttypesoflocationsonyourmaps.

4. AddIndividualLocations:ClickonLocationstoseewhatlocationsarealreadyentered.Toaddanewlocation,clickthegreen“AddLocation”buttonintheupperright.

5. Completeallofthefieldstoaddyourlocation:Imagesarenotrequired.Requiredfieldshaveanasterisknexttothem.

NewslettersAboutNewsletters:Emailnewslettersenableyoutosendmassemailstoyourcustomers.Thisemailsystemismainlydesignedforalertmessages,andisnotanewsletterdesignerservicethatenablesdraganddropgraphicdesignofnewsletters.Newslettersaresentoutinbatches,usingaservicecalledSendGrid.Dependingonyourhostingplan,youmostlikelywillincurachargeforsendingmassemailsthroughthissystem.Thecostisgenerallyonedollarper1,000emailssent.SetupRequirements:

• NewsletterTopicshavetofirstbecreatedbeforeyourcustomerscansignupforthem.• Bulkemailaddressescanbeimportedintothesystemfromspreadsheets,orbytheEvoStudiostaff.• Customerscansignupfornewslettertopicsusingthecustomerportalat/portal.• Signupformscanbeembeddedintomultipleareasofyourwebsite(formultipletopics)usingwidgets.• Newsletterscanbedesignedprofessionally,andthenthetemplatescanbeenteredintothetemplate

areabyadesigner.Thesearetypicallynotincludedforfree,butnewtemplateswillbeavailableatnochargeonourwebsitesoon.


HowtosendaNewsletter:1. Areyousurethatyoursiteissetupfornewsletters?Makesurethatyouhaveallofthesetup

requirementslistedaboveinplacebeforeyoubegin.Pleasedonotassumethatanemailnewsletterdesigntemplatehasbeencreatedforyourwebsiteifitisanewwebsite.

2. ClickonMessaginginyourleftsidemenu.Itshouldexpandtorevealthemessagingoptionsandlooklikethis:

3. Clickon“Topics”toviewalistoftopicsandsubscribers.Makesurethatyouhavetopicsinplace,and

reviewthenumberofsubscribersinthetopicthatyouwishtoemailto.Withoutanadequatetopicandlistofsubscribers,youwon’tbeabletosendyournewsletter.

4. ClickonNewslettersintheleftsidemenu.5. Clickonthegreen“AddNewsletter”buttonintheupperright.6. Nameyournewsletter:Giveyournewsletteranameusingthenamefield.Thisisaninternalnamefor

yourreference.7. EnterRequiredFields:Enterrequiredfieldsthathaveanasterisknexttothem(FromEmailAddress,

Subject).8. EnterNewsletterContent:Youcanpasteyourcontentintotheeditor,orwritecontentintheeditor

directly.SeethecuttingandpastingguideearlierinthistutorialifyouwishtopastefromMSWord.9. SaveNewsletter:Clicktheblue“AddNewsletter”buttoninthelowerrighttosaveyournewsletter.10. OpenNewsletter:Nowthatthenewsletteriscreatedandsaved,youcanpreparetosendit.Clickyour

newsletterinthelisttoopenit.Ifyougetanerroropeningtheemailatthispoint(error500),thenthisisbecauseyourwebsite’sthemehasnoemailtemplateselected.Seeyouradministratortocorrectthis.

11. PreviewTheNewsletter:Clickthe“Send”paperairplanetabatthetopofthenewsletter,andthenclickthe“Preview”greenbuttontoseewhatthenewsletterHTMLlookslike.

12. SendaTestEmailtoYourself:Clickthe“Send”paperairplanelinkatthetop,andthenontheright-handsideyouwillseea“SendTest”areawhereyoucansendtheemailtoyourselffortesting.Makesurethatyouremailaddressenteredcorrectlythere,thenclickonthegreen“SendaTest”.Givethesystemupto10minutestosendyouthetest,asthosearedoneinbatches.Ittypicallytakesjustacoupleofminutes.

13. SendNewsletter:Ifthetestemaillookedgood,thenmakesurethatyouhavetherightTopicsselected,andthenclickthegreen“SendNewsletter”button.


SlideshowsSlideshows(alsoknownas“Carousels”)areinteractivephotofadingareasthataretypicallyonthehomepageofawebsite,orservetoanimatebackgroundphotos.Youcanchangetheseimagesonyourown,addtitlestothem,andevenaddbuttonsandhyperlinkstothem.Theycanbeembeddedintopages,orchangetheentirebackground.BeforeyouBegin:

• Areyournewslideimagesin.JPGor.PNGformat?Ifnot,thenstop.• Areyourslideimagesthecorrectsize?Reviewyourslideshow’sparametersbeforeuploadingslides.• AreyouattemptingtocreatenewsslidesusingPowerpoint?Stop.Thesewillbeunattractive,andwill

hurtthedesignofyourwebsite.WedonotrecommendusingPowerpointforcreatingimageslides.• Doesyoursitehaveanewsslideronthehomepage?Typically,importantannouncementsshouldgo

intoanewsapplicationinsteadofofusingslideshows.• ImageswithCMYKcolortables(ifyougotanimagefromyourprintdesigner)willnotwork.Slidewhos

imagesmustbeinRGBcolorformat.• Imagesforthewebarescreenresolution(72dotsperinch).Printresolutionistypically300dotsper

inch,andthoseimageswillbemassiveandslowdownyourwebsite.UnderstandingtheTwoTypesofSlideshows:

• BackgroundSlideshow:slideshowsthatchangethebackgroundimageofyourhomepage,interiorpages,orentirewebsite,aseitherafade,slidingimage,etc.

• EmbeddedSlideshow:Slideshowsthatappearwithinonepageorsectionofawebsite.Onlyembeddedslideshowscanhavetitlesandinteractivebuttonsonthem.

StepsforManagingandEXISTINGembeddedslideshow:

1. Click“Slideshows”ontheleftsideofyouradmin.

2. ChooseaSlideshowtoManage:Chooseembeddedslideshowsforslideshowsthatarewithinaweb

page,orbackgroundslideshowsthatanimatethebackgroundimagesofyourwebsite.Ifneitherexist,stophere.Addingslideshowstoyourwebsiteareoutsidethescopeofthequick-startguide.


Youshouldseealistofembeddedslideshows,likethisone:

3. EditPageWidget:Becauseembeddedslideshowsaredirectlylinkedtoaspecificwebpage,youwillbetakentothatpagedirectlytomanagethem.Thesystemwillautomaticallyopenthe“Widgets”tab,whichwasusedtodragtheembeddedslideshowintothepagewhenitwascreated.Itshouldlooksomethinglikethis:

Intheexampleabove,youcanseeherethatthereisaslideshownamed“RecreationSlideshow”thatisplacedintothispageasaWidget,anditislocatedinaRegionthatisnamed“Slideshow”.


4. EditSlideshowParameters:Pleaselookatthescreenshotbelowaswereviewtheseparameters.Ifyouaresimplyaddinganewslide,orreplacingoneinyourslideshow,youwillmostlikelynotneedtochangetheseparameters,butyoushouldreviewtheseanyhowtobefamiliarwitheachslideshow’srequirements.

a. Themostimportantpartofyourslideshow’ssettingsisitsdimensions,andtheseareoutputinpixels.Intheexamplebelow,youcanseethatthisslideshowis900pixelsinwidth,by200pixelsinheight.900pxisaboutaswideasyouwouldwanttogoforthecontentofapage,andthe200pxheighttellsusthatthisisaveryshortimage,probablyusedasamastheadimageatthetopofapage.Bycontrast,backgroundslideshowsaremuchlargerandaretypically1800pxwideby1440pxtall.

b. TheslideshownameisusedwithintheCMStoidentifythisslideshow,anditisnotoutputonyourwebsite.Soyoucannameitwhateveryouwant.

c. Theresponsivecheckboxallowstheimagestoautomaticallyresizeformobiledevices.d. Thetransitionspeedisthespeedinsecondsforhowlongthedelayisfordisplayingeachimage.e. TheShowControlsoptionshowsorhidesthearrowsthatvisitorscanusetocontrolyour

slideshow.ThedisplayandlookofthesecanbechangedbydesignersusingCSS.


5. EditingaSlide:Thesestepsareallprettystraightforward.Seethescreenshotbelow.

6. SaveyourSlideshowchanges.Clicktheblue“Update”buttoninthelowerrighttosaveyourslideshow

edits.