Hello! Welcome to the State & Center platform user manual.
Below is a listing of all the manual's pages. The "Site migration project instructions" section includes a step-by-step guide to each phase of the migration project. So when in doubt, start there.
You can use the little triangle to expand each manual section in the panel on the left side in order to browse each page. If you can't find something, please use the search bar in the upper left corner to search the manual. There's a lot of stuff here, so hopefully if you have a question, we've already covered the answer somewhere within.
If you still can't find what you're looking for, here's how to get help.
Basic Tasks
- How to create a new static page or article
- How to find content on your site or make bulk changes
- How to log in to your site
- Using the body text editor
- How to get help
- How to add a static page or article to a landing page
- How to fix missing images/text in editorial cards
Advanced Tasks
- Add a multi-purpose progress bar module to a page
- Add a Year of the Bird banner to your site
- Adding a video or map to your site
- How to add an author byline to an article
- How to add your local bird content to the national site bird guide
- How to create and use Engagement Cards
- How to create or update a redirect
- How to edit your site's categories (not menu!)
- How to edit your site's menus
- How to find and manage content (imported and newly created)
- How to Create Content For a Newsletter Email
- How to Create Content For an Email Newsletter
- How to load Events for your Events Calendar via Audubon Works
- How to maintain an effective homepage
- How to syndicate content from the National site (or any other site)
- How to use the Landing Page Wizard to create a new category for content
- Linking to an external site with an editorial card
- To Edit An Existing Landing Page
- Want to link to another landing page with an editorial card? Here's how to add an image to that editorial card
- How to add a Native Plants database search box to your site
EveryAction Basics
Online Webforms (EveryAction)
- Online Forms Code Requirements
- Creating an Email Signup Form
- Creating an Event Signup Form
- Creating a Ticketed Event Form
- Creating a Donation Form In EveryAction
- Creating an Advocacy Form
- Online Forms: "Track Your Efforts"
- Getting Notifications when Transactions Happen
Advanced Online Forms
- Adding Additional Question Fields to an Online Form
- Creating an 'Action-to-Donate' Form in Custom Form Builder
- Scheduling an Email on Basecamp
- Creating an Audience List For Email
- Suppression Lists: What They Are and Why We Use Them
- Creating Content For an Email Newsletter
- Creating Content for an eAppeal
- Putting Together a Targeted Email
Reference
- A guide to all your site's Content Types
- A guide to landing page modules
- How to find photos in the digital asset management system (DAM)
- Photo Rules and Guidelines
- Image Size Specifications
- List of state & center sites launched on the new platform
- Source Code Glossary
- The difference between categories and menus
- EveryAction Webinar Tutorial Archive
- How to use EveryAction's Report Manager