Support Topics for PD/GO System Version 4
Read online Support Topics for PD/GO Version 4: Support Topics
Editing your new PD/GO v4 website is EASY! In this tutorial with tech support team member Stephen Sharp, you will learn the basics of the system, including adding webpages, changing content, and content formatting.
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Hello, and welcome! Thank you for choosing PD/GO Digital Marketing for all your digital marketing needs, and in the tutorial today we'll be taking a look at making changes to your website!
Now we will break up this tutorial into different sections based on the subject of the section and we will also break up those sections into subsections so you can watch the tutorial video from start to finish, especially if you are just getting started with PD/GO version 4 or if you have a specific question or a specific topic you're wanting to learn about you can click to go right to one of those.
Now starting off I also want to mention that in PD/GO version 4 the preferred browser is Google Chrome, whereas in PD/GO version 3, the preferred browser was Firefox. We still do support other browsers - it's just the preferred browser. Now to login version 3 we would go to pdgo.com and then we would click on the PD/GO version 3 login button in the header.
However in version 4 we login by going to our website (in my case it's "e.pdgo.com" for the tutorial - however this would be your website) and then /admin to get to the admin console. Now we're at the login screen. You should have received your login credentials via email when your site went live. However, if that is not the case, no worries, just email us at email@example.com and we can get those credentials to you. I'm going to paste in my password, click Login, and now we're at the Admin Console. Now that we're logged in we can see our Admin Console. Over at the top, we have Logout, which will log us out of the PD/GO version 4 system. We have Staff Accounts, and we have your Account.
Staff Accounts is a way that we can divvy up content between other users so that we don't have to give an employee our personal login to the PD/GO version 4 system. We can create a new staff account for them and once we've done that we can limit what they're able to do.
In your account there are only two options in here: you can change the email address that you login with by putting one in here, and if you put in your current password you can also change your password to a new password and then click save. Alright, now in the "Hello, What would you like to work with today?" section. We have "Web Pages", "Blog Articles, "Checkout Orders", "Website Settings", and "Statistics".
“Web pages” is where we'll go to make changes to a web page or create or delete web pages. “Blog Articles” is where we can create or delete blog articles. “Checkout Orders” is where we can go to see who ordered what, and then from there, we can dispatch orders. In “Website Settings” there are a few very important settings to be found in here for us to change. Then “Statistics” gives us a brief look at what's going on with our website in traffic (visitors to your site).
Alright, we'll go from the top to the bottom, starting off with “Web Pages”. From here, we can see our top-level pages, such as Home, What We Do, Contact Us. If you look in the Preview screen to the right, you can also see Home, What We Do and Contact Us listed on the Navigation Bar.
To create a new top-level page, we click New Web Page. We'll give it a name, such as the name Test, and we've created a new top-level page. Now you'll notice it does not show off to the right on our preview screen because its status is offline. That's on purpose because when you create a web page or a Blog article for that matter, you don't necessarily want people to see the page as you are making it; you want them to see the finished product. So you can finish the Test page, and then once it is set you can take it to status live.
You will see once we do that, now we have it off to the right in our Preview screen. For this webpage, we have the option to Edit Web Page, which will be doing in a little bit; we have Add Sub Page, in this way you can have multiple subpages to this webpage. You can do that for any of your pages. Once we click this Back button you'll see that this Test page which I have offline also has a subpage, and this is how you can get back to that through this Subpage button. from here we can also add new subpages, as well as other options. You have beside Status (where you can make a page live or offline) an option for Security so that you can give a webpage a username and password combination to keep it hidden from the general public.
Using Security and Add Access group, this page becomes locked with a password so if someone wants to access this webpage they will need the username and password that you have set up to access it. Other options are Redirecting page: here you can have your page redirect to another website and you can paste in the Redirecting page link (the other website’s URL) here, then click save.
Now, we do recommend if you do that, that you also use click the option, Open in New Window. Use this whenever you are sending someone off-site. We have Hide from Menus, so if we take this live, see it's up here in the menu. We can also make it hidden from menus if I click Hide from Menu; now someone would need the link to access that page. You can get to this hidden page through a link on one of your subpages, but the page will not appear on your Navigation Bar. Then we have Redirect to first subpage. This is specifically for top-level pages that have subpages; when someone clicks on this page it will take them to the first subpage, which would be in this case the subpage we created called Test 1.
Other options you have include Duplicating a page and Deleting a page. So we're going to delete this Test page that we've created, and now it's gone and you can also Duplicate a page. I’m going to go ahead and make this “status offline”, so that doesn’t show up here. Now we are going to go ahead and edit this page. Click on the page you want to edit, then click Edit Webpage.
Alright, now that we are editing this page, we will see that we have the Content Editor on the left, and the Preview Screen on the right. Scroll down here. We can change the page name by clicking up at the very top. And now the page’s name is “Test”. Now when you first edit a webpage, in general, it will bring you to the Main Content Area, which is just a content bar. These are all just content bars, which are different sections of content. In general, the content bars go from top to bottom, so it would be Content bar 1, Content bar 2, Content bar 3, etc etc. So from the top to the bottom.
The exception to this would be the Main Content Bar, which we have being first, so that when you edit the page it will bring you to the Main Content. This is also known as Content Bar 3. It is the content area that opens by default when you open the Content Editor. In case you decide to add some content above the Main Content Bar, then Content Bar 1 and Content Bar 2 are available. Adding Content in these bars will have content appear before the Main Content Bar.
Now you see we have the Content Editor on the left, and the Content Preview on the right, however, if you don’t like having the Content Preview on the right, we can click this “Dual Pane Button” and that will remove the Preview and only gives us the Content Editor.
The thing about that is that you’ll notice that when we disable the “Dual Pane” this “Publish Changes” button goes away. That’s because it wants us to see the changes we’ve made before we can publish them. I’ll show you that again with the Dual Pane Button. Publish Changes is gone. So we click “Preview Changes” and now Publish Changes is up here, up to the left.
To add content is as easy as clicking in white space, and then typing. And now we have a whole text box. When we are dealing with text we are dealing with “text boxes”. So, for example, this is all one text box. That means that we can take this arrow, and drag it where we want to place it. I’m going to go ahead and delete this content. I selected these just by left-clicking and dragging, and I’m going to hit delete. Now, to break these up into separate text boxes, I can do that by clicking where I want to break them up, press enter twice, and now we have two separate text boxes, that can be individually managed.
Some of our text options we have we access by highlighting the text. Now we have BOLD, ITALICS, UNDERLINE, and LINK. We can bolden the text by clicking bold (putting asterisks to the left and the right, which is what the system interprets as being bold.) Now there is nothing special about these asterisks, so if we remove the asterisks we remove the bold. It’s the same way with the Italics and Underline. We can also remove the Italics, the Underline, and the Bold by highlighting it and clicking it again.
Now, to link we highlight the text, then we click “Link”. We can paste in a link here, we can choose “link opens in new window, we can choose one of our own webpages, or we can choose a file like a PDF. If you don’t have one you can just click “Upload New File”. Now our text is linked. You see that with the underline. So, here we have the linked text, and here we have the actual link. Now, again, there is nothing special about this, if we want to remove the link, we just remove this as well as the brackets. Now it will be back to regular text.
Other text options we have are “Text Format”, “Advanced Text Styles”, and “Text Alignment”. Text Format is how we make something a “main heading”. All the way to a “Minor Heading”. Now notice that the color next to the text indicates what size it is. For example, that is a Minor Heading which indicates it is green, all the way up to red, which is the “Main Heading”. And then your other text options - you have the Bulleted List and the Numbered List. To use these you just make it a Bulleted list, and then break them up. Each individual text box that is bulleted now has a bullet point.
Now, when you think “Advanced Text Styles” think about “drawing eyes”, because that’s what they are for, drawing people’s eyes. I’ll show you what I mean.
So we have Icons to put in front of our text, or we have Buttons, and we are going to click on “Button Large” for now. Now you’ll see that our linked text has become a button, and you’ll see that it is clickable just like the link was. Something to note about that, however. Even though Advanced Text styles, like Text Format, affects the entire text block. If we put another word in here that isn’t linked it won’t be a button since a button indicated the word is linked (clickable).
Something else you might be interested in Text Styles would be the Icon-Email. And again, it’s to draw people’s eyes to the fact that you have an email address there. You also have a phone number, icon-info, etc etc. And then we have our “Text-Alignment”. Left, Center, Right, and Justify.
Now we’ve had some options off to the left, that we haven’t been able to deal with, that’s for a reason. They are Image Options and we haven’t yet been dealing with an image. Which brings us to our Storage Menu, as well as Widgets and Layouts.
What we want right here is an image, so we click on “Images”, and we drag and drop an image. The blue line indicates where it is going to go. Now, again, to do that all I did was click “Insert” and grabbed one of these images, dragged it to the left, and the right, and the blue line indicates where it is going to go.
Note, the Insert Button brings you back to the last storage option you used, however, if that’s not what you want, you can click the Back button up here which brings you back to the Storage Menu.
Now, that we have an image we click on it and have our image options: Image Alignment, Image Size, and Advanced Image Styles.
Now, Image Size: if we click that, we see here all the different sizes that we have, going from small all the way to the original size. Now, we can’t blow up an image beyond the original size because that would look bad.
Now we have Advanced Image Styles. Like “Advanced Text Styles”, when you think of Advanced Image Styles, think “drawing someone’s eyes”.
For example, we have Caption, Light Border, Light-Border Caption, Heavy-Border, Heavy-Border caption. We just did Heavy Border Caption. It puts a black border around it, as well as a caption. We could have done light border caption as well.
Let’s see what that looks like.
Now, when you see this caption you might wonder where it is pulling this info from. If we double-click the image, we have two additional image options. The Image Description option which we can replace, as well as the Image Linking option. We can paste in a link just like before - we can choose one of our own webpages, an external webpage, or we can choose a file, like a PDF.
And as always we have “Link opens in new window” button. Now we have changed the caption by changing the description. Note the caption alignment follows the image alignment. So, if the image is aligned “Center”, so is the caption. Now if we click “Insert”, we have another option and that’s in “Layouts”.
Layouts are basically like tables that have one row, but a variable amount of columns. So, for example we might want these two images to be one image and two image, so side-by-side in two separate columns. We can do that with the Equal Columns Pair. Drag to the left and the right and the blue line indicates where it is going to go.
Now that we are here we can drag our content inside of these two equal columns. And there they are. I’m going to go ahead and align this to the Center. Note that the same thing can be done with text. If we come back here we will see that there are many different Column Layouts for you to choose from.
Next to the Layouts you will notice the Widgets. Now widgets are individual items that add specific functionality to a page. Now we don’t have time to go through all the different widgets as they are very specialized, I just want to point out a few.
The Social Links Widget adds icons with your social links. If you have populated them in your website settings, which we will take a look at in a bit. To add a Widget we just drag it to the left, and the right, and the blue line indicates where it is going to go. So we will do that with the Horizontal Rule. which just adds a line. Now when we put it in the Column Layout we see it is respecting the size of the column layout, if we move it outside of the layout, it goes across the screen.
The Horizontal Rule Invisible is similar except instead of adding a line, it adds a space.
Our blog, this is a “Core” widget, meaning there really should only be one of these, and this would be, if you have a blog, you create a new Blog page, name it “Blog”, then you drag this blog core to that page. Once you do that, you have made that your “blog page”. New articles you create will show up there.
Lastly, we have the Copyright notice. A way of adding a copyright notice that auto-updates the date.
Alright, we are going to go back into “Insert”. Now, I’ve already dealt with images, we are going to deal with it a little more in-depth here. We can upload a new image by clicking “Upload New Image” and then choose it from our desktop. We can drag the image from our desktop to this area, or we can actually drag the image from the desktop directly to the Content Editor.
When you do so, just look for the blue line.
With images, we can categorize them, we click on it, click categories, and maybe we will categorize it as Test. Now, there is a benefit to that, in that we can filter our images by what we categorized. The other benefit is something called a “Gallery”. So, a Gallery is simply a collection of images that we can display on our page. So, I’ve just made the “Test” gallery, and now it shows images from the “Test” category. I can have it set to show images from multiple categories if I want to, and I can also stylize it how I want.
The most used one is the slideshow. I’ll show you what that looks like. Just need one more image. Let’s categorize that as “Test”. Now, this Test gallery pulls from the Test category, which has two images. And it’s stylized as a slideshow. Now, this is quite a large image, but you still get the idea. We click here and it shuffles through them.
Now that we’ve dealt with images and galleries, we have Tables, which is a way of organizing our data content. Now too many people use Tables anymore, since what we used to use tables for, we now use Column Layouts. You can still use Tables, especially for something like spreadsheet data.
We will make a test table, and we add table data’ It should be in the CSV format, which any Excel-like program can export to. Now, once you’ve created your table you can drag and drop it just like any other Storage item.
Next, we have Contact Forms, which is a great way of requesting information from our clients. We can have multiple Contact Forms. Most websites will use just one for their general “Contact Us” form, however, you can still add as many as you want. So, maybe you have a Contact Form for “Membership Registrations”, your “General Contact Form”, etc.
To change who receives the information a user enters into your Contact Form, we just click on that Contact Form, click “Recipient”, and we can change who it goes to. We can have it also set to automatically email one of our web pages when someone signs up, or if someone fills out the form we can have it redirect them to a page.
We can edit our Form Fields by clicking Edit Form Fields. We have our Name, Subject, Message. You can request as much or as little information as you want. When we click on the field we have “Required”. We see the asterisk, meaning it’s been required. We can also change the “kind” of information we are requesting, so if we add a new field by clicking “Add Field”. We might add Email, the default is “Short Text” but we can change that to “Email”. And now we’ve added a new form field.
You can also export your submissions as well.
Now, if you have an E-store built in, we have Products, which we can add a product by clicking “Add Product”. We can set the price here; we can rename it. You do have product choices.
And you also have the option to only sell if it is in stock, so you will obviously have to give it a stock number. Once you’ve created that product, you can easily add it your page just by dragging and dropping.
Next, we have Calendars, so we click on that. Now that we’ve added a Calendar, we can edit the Calendar Events. We can add a new event by clicking Add Event, and once you’ve created it you can give it a date, you can give it a time, you can give it a location, or other information.
And now we can drag this Calendar to the Content Editor. And now we have a Calendar.
Another thing we have are Snippets. Snippets are content that you create once, and can be dragged anywhere. So, for example, we might want “Our Address”. Because we will only want to edit our address once if it changes, and have it change across the board, rather than having to find each instance of our address and having to change it.
Now this is a simple example, and you can add a lot of complexity to this area, however we are going to go back. This is just to show you the functionality. We click Insert, go back to our snippets, and drag it to the left, to the right, and drop it. And now we see our Snippet content here. Now we could have that same Snippet on multiple pages and only have to change it once to change it across the board.
Now we have “Embed Codes”. Embed Codes are a way of getting code onto our web page simply by giving it a name, and pasting the code in here. So if we went to maps.google.com, we’ll just grab a random address just to show this, maybe the PD/GO Office, we’ll do that. Share, Embed Map, We will grab this map. Paste that code in, and hit “enter”. Now we have this Storage item. This Google Map is just like any other storage item, just drag to the left and the right, and the blue line indicates where it is going to go. Now we have the Google Map. Now, besides Google Maps, another reason you might want to use an embed code is to add a video to your web page. So we’ll do that now. We will do a Youtube video, although any web sharing site should have an embed code that you can use. We will grab the video from here, just grab a random video, go to share, and click on “embed”. In general, our recommendation is to uncheck the “show suggested videos” because you don’t know what might end up being associated with those recommended videos.
We will copy this embed code, go back here, paste it in, and then to add this video you just drag and drop it. And that’s how to add web videos via the “embed” function. And then lastly we go to Insert, we have our files.
Again, you can upload a new file just like you can with an image by clicking “Upload New File” from your desktop, or dragging it to this area. Once you have it here you can drag it to the Content Editor, however doing it that way will be just the same as linking text to that file. It will be the file name, and then it will link to that file.
Now, let’s say you’ve made a bunch of changes to this page, and you want to revert them. You can do that by clicking “page”, and then if you had a “published” version you would click it here, and it would revert it. I will show you what that looks like. So we do “publish changes”, now we have a published version.
So if we make changes, we can revert back to that published version just by clicking on it. We will want to validate that this is correct - this is the correct version that we want, and then once we are sure that it is, just click anywhere, and then click “Publish Changes”.
Once you do that, that will be your newest version. Click Page, and now we are working from a draft that comes from that published version. Other things interesting in this page area would be the Meta Title, Meta Description, and Meta Keywords. In general these are dealt with when it comes to Search Engine Optimization; I just want you to know they are here.
Alright, we are back to the Main Screen. We just dealt with Webpages. Now with Blog Articles, we can click on Blog Articles. We can create a new Blog Article by clicking “new blog article” and give it a name. Now, editing blog articles is just like what we did with other webpages. We click on the article, and click Edit Article. You have some additional options like the author here, but in general it is just the same. We click it and edit the article just like we edit a webpage.
For Checkout Orders, we click on it. If we have any orders, we will see them here. We can click on them, then click “dispatch” if we’ve already dealt with it. If we have orders that we haven’t dealt with, we will see them over here, over the X, with the number of orders that we have not dealt with.
Next, we have Website Settings. Of particular interest to us, is the Home page, so we can select which page is our homepage. Home is currently our home page so we are set there.
Checkout orders, so we can set what our merchant email address is here, for something like a Paypal email.
Blog Articles, we can allow comments.
Sitewide content. Now sitewide content is like editing a webpage except this is for our sitewide content like our Footer. So if we want to edit our Footer, you would click on it here. You might also have your Header here and editable, so this is where you would do that. Both are sitewide content. You click on the one you want to edit, it goes from the top down. 1, 2. You click it and edit it just like you edit a regular webpage.
Lastly, Social and Contact - so we can add a social link in here. Once we do that it will populate into any social links widget we’ve used.
Alright, the last thing we are going to take a look at our Statistics.
Now, your website Statistics give you a brief look at what’s going on traffic-wise with your website. As you can see here, it makes comparisons between the current month and last month. It gives you hits and visitors. Now, "Visitors" is the more important statistic, as hits can be anything from someone downloading an image to google searching your website. Also, we have the top browsers that are used, the operating systems, and the source. Also of interest would be the webpage that your clients end up using. In general, your homepage will be the most visited page, but then after that it’s interesting to see what people click on. That’s it for statistics.
Alright, well, I want to thank you for watching this tutorial video, if you have any problems let us know by emailing us at firstname.lastname@example.org. Additional articles can be found at training.v4.pdgoserver.com. You can also contact us through the Contact Support Button here, and you also have the Tech Support phone number here (888.354,4946 extension 2). Thank you and have a great day!
Take care, bye!