SEARCH
CONTACT SUPPORT
WebEd User Guides
Toggle navigation
Protected Documents
Getting Started
Logging In to WebEd
Edit Icons
Dashboard
The Client Menu
Slide In Help
How to Manage Slide In Help
How to Deactivate the Slide In Help
Time Zone and Language
Change the Time Zone and Language via Site Settings
Change Time zone and Language via the User Management module
Managing Page Content
The Page Editor
Page Editor Overview
Page Editor Properties
Content Editor
Content Editor Overview
Toolbar Icons
Paragraph Formatting
Insert media into content
Other Features of the Toolbar
The Default Toolbar
Configuring the Default Toolbar
Other Admin Functions
Page Editor's Admin Tabs Functions
Tags
Advanced Settings
Security
Publishing dates
SEO Scoring Tab
Page Status: Draft vs. Online
Draft and Online Status Overview
Why you would use Draft and Online page status
Draft vs. Online: Web Page Status Difference
Draft Page Status
Online Page Status
Creating Pages
Creating Pages Overview
Inserting Image in the WebEd Content Editor
Moving a Page
Editing Pages
Editing Pages Overview
Editing from the Page via Double-Click on the Area
Editing the Page via the Edit floating icon
Deleting Pages
Why you would delete a page
Delete page from Site Map
Delete a page from the Admin Module
How to replace a page
Moving Pages
Why you would move the pages
Two Methods of Moving Pages
Moving a Page: Same Parent
Why you would move a page in the same parent page
What are the benefits on the same parent
How to move a page with same parent
Moving a Page: Different Parent
Why you would move a page to another parent page
What are the benefits of moving a page on a different parent
How to move a page with different parent
How to Reorder the page
Importing Text
Why Import Text?
How to Import Text
Using Body Templates
Body Templates Overview
Use a Body Template When Creating or Editing a Page
Save a Page as a Body Template
Creating a Body Template in Admin
Edit, View or Delete a Body Template
Include / Hide a Page from Site Navigation
Why you would hide a page from site navigation
How to show/hide a page from menu
Website Styles
Website Styles Overview
Styles Sheet
Clearing Styles
Heading Styles and Search Enginie Optimisation
Applying Heading Style
Use of Headings 1 to 3
Internal Links
What is an Internal Hyperlink
Why use an Internal Hyperlink?
How to Insert an Internal Hyperlink
Uploading Documents
When do you need this document?
Uploading PDFs or Documents to your Website
Keywords
Keywords Overview
How to Find and Edit Default Meta Keywords in WebEd
Changing the Page URL
Page Friendly URLs
Why you would edit and change the URL
Navigating to Edit Page
Changing the Page's Friendly Url
Using Tables
Tables Overview
Why Use Tables?
Definitions of table elements
Tables Serve Several Functions
Creating A Table
Creating a Table Guide
Creating a Table Advanced Guide
Deleting A Table
Insert or Delete Rows
Insert or Delete Columns
Merge Column or Row
Creating Two Cells from One
SEO Scoring
Page Meta Data
How to check SEO when editing a page
How to config SEO scoring
Content Tags
Content Tags Overview
Managing Valid Content Tags
Create a New Tag
Edit a Tag
Tagging Page Content
Secure Pages
What are Secure Pages
How to create a secured page
Editor - Page security panel
Child Pages
What is a Child Page
What Is Members function
Including Child Pages using the Members function
Page History
What is Page History Module
Why you would use Page History
How to access Page History
Comparing Page Versions
How to revert to a Previous Page Version
Inserting iFrames
What is an iFrame
Why you would use a Responsive iFrame
Example of a Responsive iFrame
How to Insert A Responsive iFrame
How Determine the Aspect Ratio
Insert DIV wrapper prefix
How to update iFrame on the page
Coloured Call to Action Buttons
Call to Action Buttons Overview
See Call To Actions button in action
How to Make a Link look like a Coloured Button
Colour Reference
Dynamic Links
What are Dynamic Links
Why you would use a Dynamic Link
Adding Dynamic Links to Content
How to Use a URL in an HREF Tag for Proper Linking
Read More Button
Read More Button Overview
How to Insert a Read More button
Page Templates and Body Templates
Page Template vs Body Template
Page Templates
Default Page Templates
Setting Videos as Page Banners
Creating a Page Template for pages with Video Page Banners
Using the Following - Video Banner as a Page Template
Navigating to Page Templates
Body Templates
Navigating to Body Templates
Creating body templates
Editing body templates
Deleting Body Templates
Rotating Images
Accessing the Rotating Images
Adding a new image
Reordering the Images
Editing The Image, Text, Link
Removing an Image from a Rotating Images Group
Creating Banner Images on Pages
Why you would use a Banner Image
How to manage default banner image
How to manage Header images on webpages
Create a Banner Image in Admin
How to insert Banner Images on the page
Creating New Rotating Image Template
Using the Video and Photo Strip
What is the latest video and photo strip?
Why you would use the latest video and photo strip?
See Latest video and Photo Strip in action
Managing Video and Photo Strip
How to Add a Video and/or Photo Category
How to add a Video and/or Photo Filmstrip
Editing Video and Photo Filmstrip
How to Delete Video And Photo Filmstrip
Adding your new Video and Photo Film Strip to a website page
Changing the Video and Photo Strip Display Order
Managing your Filmstrip Template
Using the Rollover Thumbnail
What is a Rollover Thumbnail
Why you would use a Rollover Thumbnail?
See Rollover Thumbnail Gallery in action
Managing Rollover Thumbnail
How to add a Rollover Thumbnail
Managing Images
What Image Types Can I use?
Image Dimensions
Image Uploaded Converting to WebP format
How will images convert to WebP?
WebP advantages
Image Quality
Upload images directly on the page/page content
Upload images to my website using File Manager
Update existing images on the page/page content
Check Image Size
Check Image Size Overview
File Size Checker
Check Image Size Filters
Pixel Size
Labels
Managing Check Image Sizes
Check the Image size on each page separately
Resizing Images
When should I resize my images?
Resizing Image Tips
Resizing Images Overview
Best Image Resolution, Size, and DPI
DPI
JPEG, GIF or PNG?
Always provide an Image Title
Your image size is still too large?
Resizing Images in Media Manager
Crop
Resize
Remove an image on the page/page content
Editing a Banner Image
Navigating to the File Manage browser
Uploading an image for a Banner on a new page
Updating a Banner with an existing image
Creating a Photo Gallery on a Page
Why you would use a Photo Gallery curly bracket?
Creating a Photo Gallery folder of your images
Inserting a Photo Gallery on a page
Updating a Photo Gallery
Updating your Photo Gallery images
Checking the location of a photo gallery
Updating the images in your photo gallery
Validating if the image is added to the photo gallery
Adding a Popup Lightbox Effect on an Image
Why you would use Lightbox effects?
How to add lightbox effects on images in WebEd CMS editor
Uploading your Image
Adding the Hyperlink
Adding the Style Classes
Troubleshooting Tips for Image Loading Problems
Syndicated Content
What is Syndicated Content?
Why you would use a syndicated content?
See Syndicated Content in action
Setting Up a Central Site
What is a Central Site
Setting up a Central Site for your WebEd sites
How to Add Syndicated Content?
Set up the content on the central site
Display the syndicated content on your websites
Setup Syndicated content template (Developers view)
How to Edit Syndicated Content?
How to Remove Syndicated Content?
Event Management
Why you would use an Event Module?
See the Events Module in action
Basic Event Information
Additional Event Information
Event Flow Settings
Event Notifications
Adding Your New Event to a Website Page
Event Categories
Why Use Event Categories?
Create New Event Categories
Update or Add Event Category to Existing Event
Remove Event Category from Existing Event
Event Schedules
See Events Schedules in Action
Why you would use an Event Schedule Module
Create a new Event Schedule
Update the existing Event Schedules
Delete An Event Schedule
Event Add-Ons
See Event Add-Ons in Action
Why you would use an Event Add-On
Create an Event Add-On Type
Create an Event Add-On
Add an Add-On to an Event
Place Add-Ons Anywhere in the Form
Add Event Add-On Attribute to an Existing Event Add-On
Remove an Add-On from an Event
Delete an Event Add-On
Event Attendee Type
Why you would use an Attendee Type?
Create an Event Attendee Type
Update existing Event Attendee Type
Delete and Event Attendee Type
Event Forms
Creating an Event Form
Creating an Event Form from an Event
Important Tips to Remember in Creating an Event Form
Update the Event Form on an existing event
Advanced Form Options
Event Booking
Booking an Event
What is Event Booking
How to Book an Event
Updating Payment/Booking Status
Exporting Event Booking Registered Data
Event Coupon
What is an Event Coupon
Why Use an Event Coupon?
Creating an Event Coupon
Configure Coupon Code Case Sensitivity
Case Sensitivity for Event Coupon Codes
Update Coupon Code Case Sensitivity
Event PDF attachment on email
Where Will PDFs from Forms Be Attached?
Display Changes in PDF When Checkbox is Checked
Attaching a Different File with a PDF
What if Multiple Events on One Page Use Different Word Templates?
Setting Up a Word Template
What is a Word Template
What is a Curly Bracket
Finding the Curly Bracket ID
How to add the Curly Brackets on Word Template properly
Using a Word Template for PDF Creation in Events
Adding a Default Word Template of PDF Form for All Events
Event Ticket Pool
Why you would use an Event Ticket Pool module
Creating an Event Ticket Pool
Events and Schedules linked to a Ticket Pool
Editing a Ticket Pool
Deleting a Ticket Pool
Event Email Processing
Event Sign Up and Payment
Attendee Notifications
Booking Notification Emails
Booking Confirmation
Event Reminders
Managing Email Templates
Event Email Template Properties
Email Templates and Types
Event Reminder Email
Event Tips - Splitting Additional Info/Data in Excel
Forms/Webforms
Why use Forms?
Terms to Know for Keywords Management
Using Common Form Fields - Marketing Details
Using Segmentation Fields - Communication Data
Using Ad-Hoc fields
Inserting a Link on a Checkbox Form Field Label
Making Form Elements Mandatory
Configuring the Form
Editing an existing Form
Adding Page Breaks for a Multi-Step form
Copying a Form to Quickly Make a New Form
Segmenting Your Contacts
Grouping Your Contacts
Why would you Group your Contacts?
Using the Communication Controls to Segment New Contacts
Using Hidden Communication Controls
Using Campaign Code
Using Product of Interest
Using Drop Down Selectors for Campaign Codes or Products of Interest
Products of Interest
What are Products of Interest?
See Products of Interest in action
Managing Products of Interest
Using Hidden Communication Controls Email Broadcast
Change the Submit Button Label
Preview Your Form
Sending an Email When a User Submits
How to Add Additional Notifications for Team Members
Editing Thank you Message
Form Submission and Redirect to A New Page
Understanding and Setting Up Auto-Responders
Notification Email
Ajax Submit
How to Pre-populate a Form with a User's Previously Submitted Data
Finalising the Form
Managing Forms from the Grid
How to add a Form to a Page in WebEd
How to edit the curly bracket
How to Embed a Form Script in HTML
Submit the form and send an email to the user
Inserting a Form via CurlyBracket
See Inserting a Form via CurlyBracket in action
Inserting a Form on a page via Curly Bracket
Checking Form and Email Notifications
Checking a Form on the Page Editor
Navigating to the Forms module in Admin
Google reCaptcha Validation
What is Google reCaptcha?
Why you would use Google reCaptcha
See Google reCaptcha it in action
How to sign up for an API key pair for your site
How to add API key pair to WebEd9 sites
How to add Google reCaptcha using form builder
Reinitializing Form Components
Setting Up Reply Emails
What is a "Reply To:"?
Why you would use a "Reply To:"?
How to set up Reply To for Forms
Show Contact Details in Emails
Contact Detail Form Overview
Email with a Contact Link
Managing the Contact Detail in the Form Builder
Vehicle Request More Info Form
Vehicle Request More Info Overview
What does the Request More Info controls?
Managing the Auto Response Template for the Vehicle Listing Enquiry form
Managing the Vehicle Request More Info Form
Locations Module
Locations Module Overview
How to Edit/View/Delete a location
Searching Locations
Location Types
Managing Location Types
How to Edit/View/Delete a Location Type
Remove a Location from a Location type
LocationsOnMapWithGeoCode Module
How to Customize or Create a new TemplateName for LocationsOnMapWithGeoCode
How to Create Locator Module
How to Customize or Create new a TemplateName for Locator
News
News Module Overview
News Categories
Creating a News Category
Creating a News Article
Adding a News Listing to a page
Tickets and the Workflow Engine
Tickets Overview
What is the Purpose of the Ticket Workflow Engine?
Ticket Types
Ticket Mailboxes
Ticket Mailboxes Overview
Access another mailbox on the same Directory
How To Manage Workflow Engine Mailbox
How to create new mailbox
How To Edit, View Details and Delete a Mailbox
57 - Test plan manage the mail box (PASS)
Background Task Explained
Processing Steps
Creating Tickets
The Email Process
Assignment Emails
Invalid Emails
Workflow Engine Management and Test Plans
How To Manage Workflow Engine Type
How to create a new mailbox
How to edit/view details/delete a workflow engine type
How to assign Workflow Engine to Course
55 - Test plan manage the workflow engine type (PASS)
How To Manage Workflow Engine Ticket
Ticket Management Overview
How to view the tickets list and search for tickets
How to change the status of a ticket
How to view detail of a ticket
How to reply to a ticket
How to forward a ticket
How to delete a ticket
How to reassign a ticket
How to mark a ticket as resolved or reopen it
How to merge tickets
How to lock a ticket
How To Manage Canned Response
Who needs this documentation?
How to view the Canned response list
How to create a new Canned Response
How to Edit/View Detail/Delete a Canned response
61 - Test Plan Merge Workflow Engine Ticket (PASS)
Test Plan (Lock Tickets Which Are Reviewed) (PASS)
Test Plan Reopen/Resolve the ticket (PASS)
How To Handle Bounces
Bounces Demo
What is a bounce email?
Why you would use bounces handling
How To Handle Bounces Recommendation
How to setup Bounce Back workflow engine mailbox and workflow engine type
How to review the list of bounced emails
How to review bounce emails for individual contact/ lead/ student/ tutor
Testimonials
Testimonials Module Overview
What are the benefits?
Adding a Testimonial
Optional Author Images
Editing a Testimonial
Changing the way Testimonials are displayed
Users and User Groups
Managing Users and User Groups Overview
Why you would use a Users and User Groups module?
How to create a User Group
How to create a User
Managing User Administrator
Creating a New User
Updating an Existing User
How to Remove a User
Editor Toolbars
Configuring Editor Toolbars
Why you would use a ToolBars module
When do you need a Toolbar
How to Create a New Toolbar configuration
How to Edit Toolbar configuration
How to Delete Toolbar configuration
Set Up Toolbar for New User Group
Set Up a Toolbar for Existing User Group
Setup User Group for New User
Set Up a User Group for Existing User
Loading Toolbar by User Login
Configuring Editor Toolbars for User Groups
Group Messages
What is a group message?
Why would you use a group message?
Creating a Group Message
Group Redirects
Why use the Group Redirect Module?
How to automatically navigate to a document or page?
Creating a Redirect for a User or User Groups
Set Up User related to User Group
Securing Sections on WebEd
Securing Sections (Page Security) Overview
Why you would use Secure Sections/Page Security
How to Secure a Page
The Front Page Result
Setting Account Expiration
Setting Account Expiration Overview
Why would you set expiration to a user account?
How does this work?
How to configure the Account Expired Setting
How to configure the Account Expires Notification Task
How to configure the Deactivation Expired Accounts Task
How to activate an account
Changing an email template for an Expired Account notification
Associates
Associates Overview
Why you would use an Associate Module?
How to create a new associate
How to Edit or View an Associate details
How to edit an Associate
How to delete an Associate
How to create a new Associate Type
How to edit/view or delete an associate type
Deleting an Associate type
Add an Associate Listing to a page
How to manage the Associate Listing display using Templates
Snippets Module and Snippet Effects
Snippets
What is a snippet?
Why you would use a snippet?
How to create a new Snippet
How to edit/view details/delete a snippet
How to add display Snippet curly bracket to page
Snippets Effect
What is a snippet effect?
Why you would use snippet effects?
How to create a new snippet category
How to edit/view details/delete a snippet category
How to add display snippet effect curly bracket to page
Poll / Quiz Module
Poll Module Overview
Why you would use the Poll Module
How to create a new poll
Adding your Votable Poll Answers
How to add a Poll or Quiz to your site
How to show the Poll Result or add Poll Result to another page
How your visitors will use the Poll
Managing Your Polls
Managing the Poll answers
Social Media
Social Media Overview
Social Media Buttons
What is the Social Media Share Button Module
Why would you use Social Media Share Button?
Example of Social Media Share Button, see it in action
How to implement add social media icons in page content
Settings for Social Media Buttons
Facebook Pixel
What is Facebook Pixel?
Benefits of using a Facebook Pixel
How to Create a Facebook Pixel?
Sitemaps
Sitemap Overview
Visitor Sitemaps
Sitemap.xml
Summary of Sitemaps
Curly Bracket Functions
Curly Bracket Overview
Why you would use Curly Bracket Function
How to add a Curly Bracket to Page Content
Using Templates to Format the Output
List of Curly Bracket Modules
Menus Module
What is Menu Module?
Inserting Menu Module via Curly Brackets
To customize or create a new TemplateName for Menus
Pages Module
What is a Pages Module?
Inserting Page Module via Curly Bracket
For Page Breadcrumb configuration
For other Pages' curly bracket functions
To customize or create a new Template Name for Pages (curly bracket)
PageContent Module
Step 1 - Creating Your Content
Step 2 - Putting your new content on the actual web page
RSS Feeds Module
RSS Feeds Module Overview
Inserting RSS Feed via Curly Bracket
List of Curly Bracket Functions
Vehicles
What is the Purpose of the Vehicles Section?
Vehicle Listings
Vehicle Listing Management
Vehicle Listing Management Overview
Checking your Vehicle Feed
Checking Vehicle Import Status
Troubleshooting Vehicle Feeds
Checking Specific Stock Codes
Checking for a stock code
Files waiting for import
Vehicle Settings
To Check Vehicle Settings
Enable/Disable display of sold vehicle details
Hiding Vehicles with No Images
How to remove vehicles from the vehicle listing
How to Site Setting Overwrite Vehicle Type using the Current Domain
Displaying a Single Vehicle as Page Content
Manually Adding Vehicles into the Vehicle Listing Module
Vehicle Listing Module Purpose
How to manually add vehicles to vehicle module
Adding and Uploading Images to your Vehicle Listing
Controlling the Order
Vehicle Type Management
What is a Vehicle Type
Why you would use a Vehicle Type
Vehicle Type Management in Action
Vehicle Type Details
Creating a Vehicle Type
Edit Vehicle Type
Deleting a Vehicle Type
How to add a new vehicle type to the import file
Managing Displayed Prices on Vehicle Listings
Why you would use Displayed Price on Vehicle Listing
What are the available settings?
How To Edit Vehicle Listing Displayed Price Setting on Site setting
Viewing the Vehicle Dashboard
What is a vehicle dashboard?
Why you would use a vehicle dashboard?
Vehicle Dashboard Logic
Vehicle Dashboard
The Leads
The List View
The WWW Clicks
The Email Clicks
See Vehicle Dashboard in Action
Navigating the Vehicle Dashboard
Finding Your Vehicle Leads
Why You May Need This, Even with Leads Sent to Your Email
How to Find your Vehicle Leads
Editing the Vehicle Request More Info Form
What is a Vehicle Request more info Form?
What does it control?
How to Edit the Vehicle Request More Info Form
Editing the Auto Response Template for the Vehicle Listing Enquiry form
Managing Vehicle Request More Info Site Setting
Vehicle Request Info Setting
Configurating an Email Template
Vehicles Not Showing Up on the Website
The site is displaying vehicles with images only
1. Checking your site settings
2. Changing the Site Settings
Selecting Which Price will be Displayed on Vehicle Listings
Vehicle Listing Pricing Overview
Vehicle Data
Drive Away vs Base Price
Selecting Price for a Vehicle Listing
Adding a Vehicle Listing on a Page
Adding a Vehicle Listing via Edit Page
Adding a Vehicle Listing on a New Page
Vehicle Listing Sort Options
Vehicle Listing Sort Options Overview
Why you would use Featured as a vehicle sorting option
Managing the Vehicle Listing Sort Options
Vehicle Import
Vehicle Import Overview
How to use Vehicle Import
Setting background tasks for vehicle import
Run vehicle import manually
Vehicle Module Specific Site Settings
Troubleshooting Vehicle Import
Troubleshoot Vehicle Import Overview
Troubleshooting Guide for Vehicle Management
Monitoring Vehicle Feeds
The Vehicle Feed Monitoring Overview
The Vehicle Feed Monitoring Description
Publish an API for Carsales Data (Used to Import Vehicle)
API for Carsales Data Overview
Import vehicle via JSON files
New function Import vehicle via JSON files
New function Import Vehicle Flowchart
Vehicle-JSON mapping files
Estimation
Clarifications and Questions
APIs Documentation
Formatting your Vehicle Listing Descriptions
Overview of Formatting Vehicle Listing Descriptions
Changing Vehicle Description Display on Your Website
Formatting Vehicle Listings via Front-End or Secure Login
How the feed is supplied and why it needs additional formatting
Vehicle Enquiry Page Form Settings
Vehicle Enquiry Page Form Settings Overview
Vehicle Enquiry Page Form Settings Purpose
Vehicle Enquiry Page Form Property Description
Managing Vehicle Enquiry Page Form Settings
Link Tracker
Link Tracker Overview
How Link Tracker works
Creating a new Link Tracker
Inserting/Sharing Link Tracker in a page
View Monthly Click Analysis
View All Click Counts
View All Clicks for a Specific Link
Links Listing
How to Manage Links in Admin Dashboard
How to Manage Link Types in Admin Dashboard
Link Properties for Layouts
Notice Board
How to add a Noticeboard Curly Bracket to the page
How to Create, Edit and Delete a Notice in Admin Dashboard
How to Create, Edit, View Details and Delete a Notice Type in Admin Dashboard
How to change the Noticeboard Curly Bracket display on the page
Notifications
Notifications Overview
Send Notifications from the Edit Page
Search the Contacts to Notify
Setup the Notification Template
Saving Configuration
Confirmation Configuration
Sending Notifications from Admin
Select the Contacts for Notifications Broadcasting
Add contact(s) to Notifications Broadcasting group
Set the Contacts Group
How to create, edit and delete Notification Template in Admin Dashboard
Subscribe to Automatic Updates
Subscribe to Automatic Updates Overview
Why you would use a Notify Me Module?
Subscribe to a Page
Adding Notify Me to a Page
How to Add Subscription Curly Bracket in Page Templates
How to Configure the Background Tasks
How to define the Notify Me message by an administrator
Notification Email and Tell A Friend to Share via Social
Add or Remove Share Options
Modifying the Subscription Template
Adding More Share options
How to Enable or Disable Subscription Feature
Memberships Management
Memberships Overview
Membership Types
Membership Type Use
Membership Rules
Membership Fee
Membership Templates
Membership Duration
Grace Periods
Renewal Reminders
Payment Reminders
Creating a Member
Membership Settings
Tickets and Support Management
Exporting Data
File Manager
Why you would use the Upload Media Browser
Managing Files via File Manager
Uploading Multiple Files via File Manager
Editing Images via File Manager
Contacts
Contacts Overview
Navigate to the Contacts Module
Search Contacts
Advanced Search
Contact Note
Contact Note Overview
Creating a new Contact Note
Contact Groups
Building Your Database
Datasheeting Overview
Why you would use a Datasheet
Datasheet Requirements
Datasheeting for Site Visitors
Creating new Asset Listing entry
How to add Datasheet into forms
Connecting a Contact to a Company
Company Module Overview
Navigating to Contacts
Managing Companies
Managing Company Types
Linking Users with Logins to Secure Portals to a Company
Merging Contacts
Merging Contacts Overview
Why you would Merge Contacts
How to Merge Contacts
Linking Contacts to Companies
Linking Contacts to Companies Overview
How to create a Company
How to Add a Company to a Contact
Adding a Company to a Contact using Contact listing
Adding Company to a Contact using the Contact Detail page
Adding Contact to a Company using Company Detail Page
How to Edit a Company Contact
Editing a Company Contact on the Contact Detail page
Editing a Company Contact on the Company Detail page
How to remove a Company Contact
Removing a Company Contact on the Contact Detail page
Removing a Company Contact on the Company Detail page
Using Products of Interest in Advanced Search
Advanced Search Overview
How Navigate to Contacts
Advanced Search Contacts
Sending an Email to an Individual Contact
Why you would Send an Email to an Individual Contact
How to send an email to individual contacts from listing
How to send an email to a contact from the details page
Edit Company Details via Company Setup
Company Set Up Site Setting Overview
Updating the Company Set Up Site Setting
Attaining Lead Reports
Attaining Lead Reports Overview
Vehicle Enquiry Exports
Lead reports using Email Queue
Generating Total Brochure Downloads using Email Queues
Total Drive Requests submitted
Total Enquire Now Using Email Queue
Contact Matching Rule Site Setting
Contact Matching Rule Site Setting Overview
How to change the Contact Matching Rule site setting
Export Form Data
Export Form Data Overview
Navigating through the Contacts Module
Email Broadcasts
Email Broadcasts Overview
Set Up the Broadcast
Editing the Email Broadcast
Inserting Properties for Personalisation
Adding Hyperlinks in the Email Broadcast
Save the Email Broadcast Template
Setting Up the From Address (Sender)
Scheduling of Broadcasts
Tracking Email Broadcasts
Email Broadcasts Metrics
Email Broadcasts Unsubscribes
Reviewing Unsubscribed
Tell A Friend
Setting Page Template as an Email Parent
Page Template as an Email Parent Overview
Why you would use an email broadcast online template?
See demo for using Page Template as an Email Parent
Using a Page Template as a parent for a new Email Template
Using a Page Template as the parent for an existing Email Template
Email Sending Score Check
Email Sending Score Overview
Steps to Check Email Spam Score and DNS settings
Send from the Web Server
Checking Your Email Score
Countdown Timer in Email Templates
Task Priorities
Tasks Module Overview
NB! - Who can be Assigned Tasks?
Task Setup Steps
Searching Tasks
Creating a New Task
Edit/View Details/Delete a Task
Reviewing Task Notifications
Managing Task Priorities
How to create new a Task Priority
How to Edit/View Details/Delete a Task Priority
Site-Settings
Admin Menu Items
What is an Admin Menu?
Creating a new Admin Menu
Editing an Admin Menu
Background Tasks
Why you would use a Background Tasks?
How to view all Background Tasks?
How to setup task
How to set Background Task Logs Days Per View
How to View Logs
Ability to add specific client task
Setting Up Payment Methods
Why you would use a Payment Method?
Creating a Payment Method
Payment Method Live and Sandbox Setup
Updating the Site-Setting
Why you would use Site Setting Management?
Changing the Site-Setting
Updating Dealer License Number on Footer
What is a Dealer License Number?
Managing the Edit License Number on a footer
Canonical Tags
Canonical Tags Overview
Why you would use a site setting for the canonical tag?
How to search for the canonical tag on a page
How to update a Canonical Tag
Managing Email Accounts
Why do you need an email account?
Creating a new email account
Set an email account as the default account
Editing an Email Account
Deleting an Email Account
View the Details and Email Queues/Sent of an Email Account
Email Account Site Settings
Match Email Account By Email Address
Use Email Pickup Folder
Editing Email Templates
Ticket Engines
Ticket Engines Workflow Overview
Setting up the Ticket Engine
Definition of Terms for Ticket Engine
Create Ticket Engine Type
Working with Tickets
Other Ticket Engine Settings
Delete Mail After Creating Ticket
Privacy Policy Page Link
Content Developers Guide to WebEd
About HTML
Some Information You May Need to Know About HTML
HTML is NOT Word and Word is NOT HTML
Hyperlinks
Styles
Tables
A Quick Word About Design
About The Editor
Clearing Cache
What is a cache?
What does clearing a cache do?
Why Clear Cache?
Clear Your History (Cache) in Any Browser
Chrome
Firefox
Safari
Photos, Videos and Carousel
Solution on Mobile Menu not Showing
When do you need this document
How to fix the Menu not Showing issue
Guide to Fix The Menu Not Showing Issue
Remove YouTube Ads
YouTube: Stop Related Videos
Using YouTube Embed Code
Using YouTube URL
Developers Guide to WebEd
WebEd Cloud Demo
Adding site domain from TPP to Cloudflare
Troubleshooting on the Cloudflare Overview
Managing a domain on TPP
Technology and System Requirements
Installation Guide
WebEd9 Installation Overview
Running the site using IIS (package without source code)
Running the site using Visual Studio (package with source code)
Getting the "ready to deploy" package (without source code) from a package with source code
WebEd Installation Process
WebEd 9 Templates
WebEd Cloud Developer FAQ
Where to Find the Database for WebEd Cloud: Locating and Accessing Your Database
Where is the Connection String? What is the Connection String in WebEd Entities?
I got an error with Git on building WebEd Cloud.
Missing Unable to locate XML License file
About software and source code
Managing Page Templates
The Basics of managing Page Templates on WebEd9
Sample Layouts
Using Master Templates
The simple way
The better way
Adding Cool Stuff to Specific Pages
Managing the Page Template in WebEd9
Where can I find the Page Template module in the system?
How to create a Page Template?
How to use a Page Template?
Creating a new page
Applying a template to an existing Page
The Technical Stuff
Form Builder: Add Custom Controls
Form Builder Overview
Form Builder Architecture
Models Dropdown
Editing the Login Template Setting
Maintenance Mode
Webpage Load Performance
Webpage Load Performance Overview
Introduction to Webpage Load Performance
File Size
Why you need to check your website's page load performance?
How to check a page's load performance - Tip! don't use Google PageSpeed Insights
How to measure your website speed?
How to use your browser's Developer Tools to check a page's load performance?
See Developer Tools in action
Guide on checking a page's load performance
Google Cloud Console
Google Search Console
Signing up for the Google Search console
Google Analytics
Google Analytics Overview
Adding Analytics to your Site Dashboard
Register for the Google OAuth Client
Add to the Google Analytics Site Setting to your Website Admin Dashboard
Add the OAuth details to your website
Step 1: Select and Authorize APIs
Step 2: Exchange Authorization code for tokens
Adding Analytics Tracking to your site
Editing the Analytics code on your site
Adding Google Analytics Tracking Code into your Master Template
Managing your Analytics Account
How to Set Up Set User Permission on Google Analytics
Note on Adding Permissions
Test Events via Data Layer Push
Adding Goals Directly on Google Analytics for Page View/ Thank You Page
How to Set Up to Capture 100% Visitor tracking for Page Speed Rate
Exporting Google Analytics Data to Google Sheets
Setup Automated Google Analytics Reports
What is a Google Analytics Reports
How to set up scheduled emails
How to extend the time of scheduled emails
Google Tag Manager
What is Google Tag Manager?
Benefits of using Google Tag Manager
Adding Google Tag Manager to WebEd
Google Tag Manager Guide
How to Set Up Google Analytics on Google Tag Manager
How to Create New Tag
How to Add User Permission on Google Tag Manager
How to Install Car Sales Script using Google Tag Manager
Best Practices for Google Tag Manager and Google Analytics
Elements of Google Tag Manager
Supported Platforms
Google Tag Manager vs Direct Code: Key Benefits
Better Page Load Speed
Ease in Managing Multiple Tags and Tracking Pixel
No Conflicting Tags and Accuracy in Gathering Data
Event Tracking and Creating Goals on Google Analytics
Helps Avoid Errors upon Implementation
Takes Lesser Time to Implement
Test Tags Before they are Implemented via Preview/Debug Mode
How to Use Preview Mode
Cross-Domain Linking: Creating a Unified View in Google Analytics
Best Practices for Implementing Google Tag Manager
Updating the Master Template with Google Tag Manager Script
Contact Support
Interactive Partners Support
How to Get Support
Email - Recommended Option
Phone - Call Back Option
How to Report the Steps to Replicate
Linking Contacts to Companies Overview
How to create a Company
How to Add a Company to a Contact
How to Edit a Company Contact
How to remove a Company Contact
How to create a Company
WebEd User Guide Home
Contacts
Linking Contacts to Companies
How to create a Company
STEP-BY-STEP
1
Go to Admin Dashboard →
Contacts
→
Companies
2
Fill up the necessary fields
3
Click the
Create
button
f
Close
Contents
Linking Contacts to Companies Overview
How to create a Company
How to Add a Company to a Contact
How to Edit a Company Contact
How to remove a Company Contact
