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Overview
The Axis Editor is the main editing tool used anywhere content and imagery is placed throughout the websiteFirst Impressions allow for presenting the member with information immediately upon logging in, forcing them to view it before being able to continue to the website. They can be used and shown to individual members, staff, and group(s). They have the option to select the time frame this page will be active, when it expires, and how many times it will display to users. Use Case(s) Website Admins and Editors will use the Axis Editor when updating content and imagery on the websiteThis is very useful when wanting to let members know about important changes or events in the club. It’s also a great way to get members to verify that their profile information is up-to-date. |
Video
This video provides an overview of how to use First Impressions.
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Accessing the Tool
Click to Edit: Access the Axis Editor by clicking on any Click to Edit button on the website.
Editor Tools
The Quick Tab Toolbar and the Menu Bar of the Axis Editor contain the main tools that will be used to edit content.
Quick Tab Toolbar
The Quick Tab Toolbar contains commonly used icons and options to format content.
Save: Sets changes live immediately.
Undo/Redo: Reverse to previous step, or re-do previous undone step. Click the small down-arrow to the right of the buttons, to see (and optionally select) a list of the latest steps to undo or redo.
Cut/Copy: Cut and Copy content within the editor.
Paste as Plain Text: Code is carried over from outside sources, which is not compatible with the website design. Instead of pasting content directly into the Axis Editor, use the Paste as Plain Text function to paste content. This tool will strip formatting so the proper formatting can be applied.
Style Tags: Font options that were determined during the design phase. Apply Style Tags to change the font throughout the content.
Font Options: Additional font options that may be used.
Image Explorer: Opens the Image Explorer for adding imagery to the content area.
Insert Table: Allows for a table to be added.
Insert Hyperlink: Used to insert various hyperlinks such as: event links, article links, document links, page links, or to remove hyperlinks.
Insert Snippet: Snippets are dynamically populated based on information in the Directory and Accounting system. Snippets may be used to personalize pages (Examples: Member Name, Email Address, Minimum Left Unspent).
Format Stripper: Used to remove hidden style codes from the content.
Menu Bar
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Page: Here we can save our work, access logs, and save drafts and templates.
Save as Draft: Save page changes for later. This will not publish the changes live, and allows the page to be worked on at a later date. Once saved, Drafts are stored (and retrievable) under Revisions.
Save as Template: Save Pages as Templates. A Template is a pre-formatted file that serves as a starting point for a new document in the future. Oftentimes, templates are used in conjunction with Email.
To save new template, name the template, click on the desired folder location to save template, and then click Save Template.
Revisions: Shows previous version of the page changes. May be used to load an older version of content to the page. This is where we access Drafts and Logs after we Save as Draft.
Format: Alternate ways to address font styling.
Tables: Different Options for working within tables.
Adding Content
Inserting Content
Content can be added by directly typing into the editor, or by copying from an outside source and pasting into the editor. If copying from another source, please use the Paste as Plain Text function as detailed below.
Copy content from another source like Word by highlighting the text and using CONTROL + C to Copy.
Go back to the Axis Editor, and open the Paste as Plain Text Function.
Once the Paste as Plain Text function is open, use CONTROL + V to paste the text into the Paste as Plain Text function. Then click Paste to insert the content into the Axis Editor.
Once the content is in the Axis Editor, highlight the text and apply various Style Tags as needed.
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Heading 1: typically used for Page Titles
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Heading 2-6: used for various sub-headings
Normal: used main body text
Inserting Images
Images must first be uploaded to the Image Explorer before they can be used on the website.
Access the Image Explorer from the Quick Tab Toolbar or from the Menu Bar under Insert > Image.
Quick Tab Tool Bar
Menu Bar
Choose the Folder in which your image is located.
- Double click on the Image Name to Insert onto page.
Styling Images
Add styling Images such as wrap text and padding.
Right click on the Image > Image Properties
Choose Text Alignment to have content wrap around the image.
Add Padding to create space between the image and content.
Common Padding Sizes: 5px, 10px, 15px, 20px.
Below, we can see we have space, or Padding, between the image and the content.
Inserting Tables
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Click on the Table function from the Quick Tab Toolbar, or use the Menu Bar, Insert > Table
Quick Tab Toolbar
Menu Bar
Choose the amount of rows and columns for the table and the table will automatically be inserted on the page.
Click mouse inside cell of inserted table and start typing. Cell will expand.
Styling Tables
Right click on the inserted table, and choose Table Properties.
Apply styling to the Table or Cells.
Adjust Table Width or Height by adding a percentage or pixels.
It is best to not assign a height as the table will grow with the amount of content
It is best to assign a 100% width to the table so it spans the full content area.
- Adjust Cell Width or Height by adding a percentage or pixels
- Useful when wanting each cell to have a fixed width or height
- Apply content position to the table.
- Apply content position to the cells.
- Apply padding to cells using the Style Builder option.
Save/Publish Content
When finished editing, click Save to publish changes and exit the Editor.
FAQs
Q: I copied content into the editor, but the font does not match the styling of the website font.
A: Be sure to use the Paste as Plain Text function when copying font from an outside source. Copying from another source will copy over the font styling from the outside source. Once you use the Paste as Plain Text, you can then use the Style Tags to apply the appropriate font designated for the site design.
Q: What is the best way to format a list of names or contact information on a page?
A: An easy way to style names or contact information using multiple columns is by using tables. This way, the information can line up properly by applying styling to cells, rows, or columns.
Q: I need to add an image to my page, how do I add it?
A: First, the image must be added to the Image Explorer. After the image in in the Image Explorer, you can then use the Insert > Image function in the editor which will access your library database from the Image Explorer.
Best Practices
When copying content from an outside source, always use the Paste as Plain Text function to strip outside formatting. This will ensure that the proper pre-defined font options are applied to the content.
Using additional font options is not recommended as it is best to streamline content font. It is best to only use the Style Tags option.
Resize and Crop Images prior to using imagery on the website to ensure the proper dimensions rather than resizing on the page.
Remember to Save after edits are made or edits may be lost. Once Saved, the changes will publish live.
Downloadable Guide
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First Impression Member View
A member will login to the website prior to receiving the First Impression.
Once the member logs in, the member will then see the First Impression message.
Accessing the Tool
To access the First Impressions tool, follow the steps below depending on your access role.
Editors: Hover over Admin in the main navigation, select First Impressions.
The following First Impressions Interface will launch.
First Impressions Interface
The First Impression Listing will list Active Pages, Pending Pages, and Expired Pages. From the interface, you may Add a New listing, or edit Active, Pending, and Expired Listings. You may also View any of the listings and access Stats on each listing.
Active View
Pending View
Expired View
Adding a New First Impression
Click the Add New link to add a new First Impression page.
This will launch the Add New interface.
Name: this will be the name of the listing for Admin/Editor reference.
Description: enter a description of the listing for Admin/Editor reference if desired.
Show to All: enable to whom the message should be displayed. You may show listings to: Members, Editors, Admins, or Corp Admins (Clubessential Super Admins).
Show to Groups: target specific Static Groups by clicking the checkbox next to the group name. (Note: this does not include Dynamic Groups, however, you can sync a Dynamic Group to a Static Group if needed).
Activate & Expiration: sets when the the listing will post and when it will expire. Launches the date picker and time picker.
Display Count: determines how many times the listing will display on each login.
Set 0 for Continuous, which means the listing will display every time the selected users login until the listing expires.
If set for “1”, this will display the listing only once, so that once the user logs in and sees the listing, the listing will not display upon next login.
Viewing Statistics on First Impressions
Next to each First Impression listing is a link for Stats. Click the Stats link to launch statistics on each First Impression listing.
The Stats listing will show who viewed the listing (member name and number), along with when the listing was viewed (time and date).
Click View next to a member’s name to be taken to their Member Profile to make any Profile Updates if necessary.
Editing First Impressions
First Impression Listings may be edited at any time. Click the Edit link next to any First Impression to launch the Edit First Impression Interface. From here, you may change any of the details of the listing.
Activating Expired Listings
You may reactivate any expired First Impression listing by clicking Edit next to the First Impression.
This will launch the Edit First Impression Interface. Next, choose an Expiration Date using the Date Picker to another date in the future. Click Save to activate.
The First Impression listing will now show under Active Listings.
Expiring Listings
First Impression Listings cannot be deleted, so to remove a listing from the Active Listings, click edit next to the listing.
This will launch the Edit First Impression Interface. Next, choose an Expiration Date using the Date Picker to another date in the past.
Click Save to expire the listing.
FAQs
Q: Can I delete a First Impression?
A: First Impressions cannot be deleted. Instead, click edit next to a listing to expire the page by using the Date Picker to select a date in the past.
Q: What are a few popular uses for First Impressions?
A: First Impressions can have many uses and can be supplemental to Blast Emails. The most common uses of First Impressions are: Profile Update Reminder, Urgent Messages, and Special Club Announcements.
Q: What kind of content can I add to a First Impression?
A: Since the First Impression Listing uses the Axis Editor to add content, you may add any content you like just like you would on any page within the website. You may add text, imagery, and hyperlinks. You may also use Templates to create a uniform design for each listing.
Best Practices
Be conscious of how often members should see a First Impression listing. It is always best to only show the listing once so members do not need to see the listing every time they login. If a listing is shown every time upon login, this can deter users from logging in since they are unable to immediately go to their desired location on the website.
First Impressions are a great way to signal users to update their profile, or to alert members to an urgent message.
Use Target Marketing with First Impressions by using the listings to target specific users by selecting a Static Group to show the listing to. This will ensure the message is delivered to the right users.
Keep messages short and to the point within the listing so members can easily read and access the information. For longer messages, link to another page or article.
Downloadable Guide