Articles in this section


  • Add, Edit, & Remove Site Custom Content

    You may want to remove fields that you're not using or add additional fields that you previously removed. This tutorial will show you how to add, edit and remove Site Custom Content fields.

    Check out this tutorial for descriptions and examples of each field.

    1. The Site Custom Content page is found by clicking System Data from the Home page.

      Customsite1.png

    2. Click Content.

      customsite2.png

    Add and Edit Site Custom Content

    Adding and editing site custom content uses the same workflow as shown below:

    1. Click Edit.

      customsite3.png


    2. Add the custom content next to the field you would like to add or edit.

      Customcontent4.png

    3. Make desired changes and select Update.

      customsite5.png

     

    Do not remove the bracketed fields within the advisor_login_email field. These are merge fields that will automatically populate with fund advisor and site specific info when this message is sent. All of the fields except donation_tax_footer and donation_tax_header are HTML compatible. Fields donation_tax_footer and donation_tax_header are plain text only.

    Remove Site Custom Content

    1. Click Edit.
    2. Delete all text from the field that you want to remove.

      customsite6.png

    3. Click Update.

      customsite7.png