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Website Editing & Customization
Editing Pages, Automations, Forms, and Surveys
Objective
This SOP outlines the steps to edit pages, automations, forms, and surveys within the Church Fuel system, ensuring team members can effectively manage content and workflows.
Key Steps
Accessing the Website Editor 0:36
- Click on Sites.
- Ensure you are on Websites, not Funnels.
- Click on Connection System.
Editing a Landing Page 0:53
- Select the landing page you want to edit (e.g., New Here).
- Click the Edit button (blue button).
- Use drag and drop to modify elements on the page.
Changing Text on the Page 1:16
- Click on the text you want to change.
- Edit the text using your keyboard.
Updating Images 1:29
- Click on the image you want to replace.
- Use the Media Storage to upload a new image.
- Select the new image and click Insert.
Publishing Changes 2:06
- Click Publish to save your changes.
- Use the Preview button to view changes before publishing.
Editing Custom Values 3:11
- Identify any custom values that need to be changed.
- Make necessary edits and ensure to publish changes.
Editing Automations 7:48
- Navigate to the Connection System and select the automation you want to edit.
- Review the workflow and make necessary changes to text messages or emails.
Understanding Trigger Events in Automations 9:27
- Familiarize yourself with trigger events that initiate automations.
- Adjust messaging based on the trigger conditions.
Creating New Web Pages 5:07
- Click on New Web Page.
- Select a template and customize it as needed.
Setting Up Forms and Surveys 16:02
- Understand the difference between forms (single page) and surveys (multi-page).
- Edit forms by adding or modifying questions.
Previewing Forms and Surveys 17:21
- Use the Preview function to check how forms will appear to users.
Saving Changes 20:05
- Always click Save after making changes to ensure they are applied.
Cautionary Notes
- Be cautious when editing automations; they can be complex and may affect multiple workflows.
- Always preview changes before publishing to avoid errors on live pages.
Tips for Efficiency
- Familiarize yourself with custom values to streamline updates across multiple pages.
- Use templates for new pages to save time on design and layout.