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Video

This video provides an overview of how to use the tool functionality to Maintaining Accordions.

Note: Sections of the video have been referenced below with corresponding times in the video for ease of access

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excludeAxis - Cross Marketing

 


Accessing the Tool

  1. In order to

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  1. access Accordion Properties, first navigate to the page where

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  1. the Accordion is located.

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  1. You will find the Accordion Properties icon above the Accordion and to the right.

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  1. Click on the Accordion Properties to make edits such as: editing, adding, deleting, and moving sections

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  1. . Editors CANNOT access Properties - only Admins at this time. 

  2. The First tab that will launch is the Accordion Tab, which is where you will make all edits for editing, adding, deleting, and moving sections.

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  1. The Accordion Properties Tab is for Clubessential Corp Admins, and while this tab is visible, you are unable to make edits at this time. This tab defines design and behavior settings for the Accordion.

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Adding a New Tab

  1. To add a new tab within the Accordion Properties screen, click the Add New Tab button.

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  1.  Type a name for the tab into the Tab Name text box. This name should be informative of the type of content that will be placed within the Accordion Section (EX: Wedding Menus, Contact Information).

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  1. Next, click Save Tab and then the ‘X’ sign on the Accordion Properties screen to close the window.

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  1. The page will refresh and you can now see and edit your new Accordion Section.

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  1. To move a tab,

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  1.  open the Accordion Properties icon.

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  1. Under the Accordion Tabs name list, click on the tab you wish to move.

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  1. Then, click the Move Up or Move Down button to move the tab to the desired location.

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  1. The tabs are listed in sequential order as they will appear on the webpage.

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  1. Click Save Tab and Close out.

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Editing Tab Names

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  1. To edit a tab, open the Accordion Properties Icon.

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  1. Under theAccordion Tabs name list, click on the tab you wish to edit.

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  1. Under the Name Tab, enter in a new name for the tab.

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  1. Click Save Tab and close out of the window for updates to appear on the web page.

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Deleting a Tab

 

 

 

 

 

 

FAQs

 

Q: I want to cross market to specific members, but not all members. Where is the best place to cross market?

A: If you’re trying to target certain members, you can try to cross marketing in a specific email campaign using target marketing. Set up appropriate groups that include the proper members. You may also want to place cross marketing pieces in page specific sidebars to market on pages that the type of member you’re trying reach would access frequently (ex: market a Golf Tournament on the page specific sidebars on Golf Pages only).

Q: What happens if I’m not using my cross marketing sidebar?

A: This will be blank for members and they won’t see anything. This does not throw off the design and only Admins/Editors can see the click to edits. You do not always need to have a cross marketing piece placed in these sections.

 

Best Practices

  1. When utilizing Cross Marketing, it is best to try to be as directional as possible. Decide if the material you are Cross Marketing is best suited for all members, or specific types of members. Knowing to whom you are marketing should then help you decide whether to place this in global areas, or specific areas of the website.

  2. Many of the Cross Marketing areas have limited space, so remember to size images appropriately and keep information short. Cross Marketing is most efficient when the message is short and enticing. It is also best to link to either the event or page you’re trying to Cross Market so members can access the full information easily.

  3. Keeping your Cross Marketing areas up to date helps keep the information informative and useful. Once an event is over, be sure to update the Cross Marketing section so old information is not being marketed.

  4. Looking to enhance how, where, and when to market? Check out information on Site Statistics to lean on analytics to determine the best places on the website to market, along with the best day of the week and time of day. Information on Site Statistics is located here.

Downloadable Guide

Cross Marketing - Guide

Back to Getting Started

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  1. To delete a tab, open the Accordion Properties icon. Under the Accordion Tabs name list, click on the tab you wish to delete then click delete. A pop-up window will appear to confirm you wish to delete. Click OK to confirm changes. Close out of the Accordion Properties screen to see changes on the web page.

Maintaining Accordion Content

  1. To maintain content within an accordion, expand the Accordion Tab on the webpage. A click to edit will appear. Click the click to edit to open the Website Editor. 

  2. You can add plain text, imagery, tables, documents, and hyperlinks within an accordion.

Adding Special Plugins to Accordions

  1. Other plugins may be added to Accordion Tabs, like a Calendar Plugin.

  2. Any plugin that is NOT a standard Click to Edit section is a special plugin and must be added by a Clubessential Team Member. To add special plugins, or to inquire about these options, please contact Clubessential for more information.

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