Managing Web Content

Web Content consists primarily of images and documents that you would like to upload to the system, to use in your web pages or components, in emails, event confirmations, or simply link to from an email or from other content. You can also set up HTML code and Reports/Exports as web content records.

Search Page

As explained in the next section, there are situations where you add content on the profile, but otherwise, you can manage web content from the search page: Communication menu > Manage Web Content.

Both the profile's web content page and search page are almost identical:

• The search page offers a search block at the top where you can specify one or more search criteria and then click Run This Search.
• There are sortable or filterable columns for the title, content type, and auto-generated content ID.
• The search page also includes the profile ID if the content was created from a profile.

Profile versus Search Page

Content may be created:

• For a specific profile. For example, a company logo. The member directory can display it, but you must create content on the profile so that the directory makes that connection.
• Outside of the profile, from the search page (Communication menu > Manage Web Content), when the content is either not specific to a profile or is reusable across different profiles.

When you create web content for a specific profile, it will still appear on the search page (Communication menu > Manage Web Content), and you will know that it is tied to a specific profile because the profile ID will appear next to it. You can also sort or filter by that.

Adding Web Content

If you are adding content for a specific profile then go to the Profile View screen, scroll down to the Web Content panel (at the bottom and on the left), and click Manage All.

If you are adding content that is not tied to a specific profile then click on the Communication menu and Manage Web Content.

1. Click New Web Content. You may have to scroll up if you do not see this button.

2. Enter a Title to give it a name.
3. Choose a Format:
   • Document: This format will prompt you to upload a file (i.e., document or pdf). 
   • Export: This format allows SQL content to be entered. 
   • HTML: This format allows HTML content to be entered.
   • Image: This format will prompt you to upload a file (i.e., an image).
   • Report: This format will prompt you to upload a file (i.e., a report).

For files that can be uploaded, there is a file size restriction of 10 MB.

4. If you selected:
   • Document, Image, or Report: Click Upload to select the file.
   • Export or HTML: Enter the desired information.
5. Choose the Content Type which are codes for categorizing or organizing your content (e.g., Member Logos, Event Images, Headshots, Contracts, Attachments). This list of codes must be created (Admin menu > Manage Codes > Website Codes > Web Content Types).

Click here for more information on uploading images and documents.

6. You may choose a Referral Type for a profile's web content record. This allows images and documents to log a referral of the selected type on the web content's linked profile every time it is viewed online. This list of Referral Types must be created (Admin menu > Manage Codes > Member Codes > Referral Type Codes).
7. Click Save.

Editing Web Content

1. Click on the Communication menu and Manage Web Content.
2. Next to the desired content, click Edit.

3. Make the desired changes.
4. Click Save.

Applying Web Content

1. Click on the Communication menu and Manage Web Content.
2. Next to the desired content, click Copy URL and reference that link from your website, an MC Trade email, or other source.

You can also download and preview a document or image by clicking on the hyperlinked title.

Deleting Web Content

This CANNOT be undone.

1. Click on the Communication menu and Manage Web Content.
2. Next to the content, click Delete.

3. Click Delete to confirm.