This article will cover:
Note: This feature may not be available in your pricing tier, please contact your CSM for more information. More Information can be found in "Everything you need to know about Custom Content".
What is Custom Content?
Custom Content is our feature that lets you create and organize Pages of content. This content will eventually take on many forms but for now, our first layout we’ve titled the “KB Layout”. We designed this layout to work well for a Knowledge Base or Resource section, but it can be used for any type of content you’d like! There are three important concepts to keep track of:
- Content Sections - These are the menu items you will see in the top nav, next to Challenges, Rewards etc. You can create as many of these as you like.
- Categories - These are subsets or collections of content that exist inside of a Section.
- Pages - These are the individual posts or written pieces stored inside Categories. That means what you are currently reading is a Page!
We hope you enjoy the content and as always, we want your feedback so feel free to leave a comment below or reach out to your CSM or post an idea in our Product Ideas Forum.
What is a Section?
Content Section is an area in your hub dedicated to storing content on a topic of interest to your members. The section will be visible to any members targeted to them in the main navigation. You can also set a custom content section to be Public, which means anyone in the internet can search and access the content.
Creating a New Section
To create a new Content Section, open the navigation item called “Content” as an Admin > + New Content Section.
Each section will have the following inputs:
|A unique name to define your section. Will be used in the admin navigation
|A non-unique name shown to members in the advocate navigation. Limited to 15 characters due to navigation constraints
|indicates the order they will show amongst other sections in the navigation
After the basic details are completed, you can target your section the same way as other content in the hub if you choose to Target Audience = Private. For example, you can target a section for Internal Documents to Employees only, or a section reserved for Content visible to customers of a certain product.
There is also an option to make the Content set to Public. This means that any content made public will be searchable on and accessible from search engines. Additionally, any user who obtains a link to the customer’s AdvocateHub will also see the publicly available Discussions Categories. Non-members will have read-only access, however, they must sign up to participate. More on Public Discussions can be found in the following article: Public Content and Discussions.
Managing your Content Section
Once your section is complete you will see the details in the Overview
From here you can:
- Edit the metadata or targeting information
- Add a Category
- Manage your Pages
Note: You are only able to have 10 total content sections.
What is a Category?
A Category is used to organize pages within your Content Section. Categories are selected when creating pages and are displayed in the lefthand sidebar for members to browse through.
Creating a Category
Head to the Administration area, choose a content section, and click the Create Category button.
Each category will have the following inputs:
|Displayed to members in the sidebar
|indicates the order categories will show in the sidebar
What is a Page?
A page contains the content you are writing and belongs to a category.
To create a page, navigate to the advocate side, then to the content section you want to create the page in. You will see a button to create a new page that will pop-up the page-editor
Once you’ve set a name, a category, and written some content you can create your content page.
- Only administrators can create pages.
- The characters limit for a custom content page currently defaults to 32000 characters. If you have any questions about this, please reach out to email@example.com.
Your end users can find pages in a few ways:
- Navigating to the Content Section and browsing the categories
- Searching from anywhere in your Hub
- Directly via a link
Click the Wrench icon on a page to bring up administrative actions:
- Delete a page entirely (No Undo!)
- Disable and Hide replies on this page
- Pin the page to the top of the category
- Archive the page, which locks down further edits, replies, polls etc.
- Hide the page from appearing in the lists or in search
You can see the formatting options available to you in this bar.
Let’s walk through a few examples.
Quotes and Code Blocks
Block Quote can be used to display a highlighted message like this:
Code Blocks let you display a message in a pre-formatted container
To create headers, use hashtags (#) at the start of the line, corresponding to header level. For example, an h1 heading would have one hashtag, while an h3 heading would have three, as shown here:
### This will create an h3 heading
Alternatively, you can add headers within html blocks like this:
<h3>I am a header, size 3</h3>
You can upload an image by clicking on the upload icon in the formatting bar. You can adjust the zie of the image by hover over the bottom left corner.
To use a youtube or other embedded video link, click upload file then choose the ‘From the Web’ option. The maximum video file size is 100mb.
Files can be uploaded from within the editor. The maximum file size is 100mb.The filetypes supported include:
.key .odp .pps .ppt .pptx
.xls .xlsx .ods .xlr
.doc .docx .odt .pdf .rtf .tex .txt .wks .wps .wpd
.avi .m4v .mkv .mov .mp4 .mpg .mpeg .wmv
.jpg .jpeg .png .gif
Files appear with a download icon and a name which can be changed.
There are some advanced formatting options you can use to give your pages some extra flair.
In the settings option of the formatting bar, you’ll see an option called ‘Hide Details’.
This is useful for hiding collapsable content within your pages. This is useful for an FAQ or Quiz, or just for hiding more optional content under a heading.
Pages support many different forms of basic HTML elements like tables, horizontal rules, headings, divs, and more.
The links created with the editor open in the same tab. If you want links to open in a new tab, you can use HTML links as shown below. The
target="_blank" part is what makes it open in a new tab.
<a href="https://www.google.com" target="_blank">Google</a>
…gives you this: Google
Links to Headings
You can link to other headings within your page or to another page using the following method.
Start by using the
<h1> HTML tag for your headings and assign an
id value prefixed with
heading-- as shown below
Make sure the part after the prefix is unique so your headers don’t get mixed up.
Now to create your link use the following format
[Go to the top of the Page](#heading--heading1)
which will display like this and should actually take you to the top of the page.
Go to the top of the Page
You can also link to another Page’s Heading like so
The topic path is found after the
/forum/ part of the URL of the page you are linking to, as seen highlighted below:
Table of Contents
Using the Method above, we can create a Table of Contents by linking to each heading like so
It’s easy to make a table on this webpage and use the generated HTML: https://divtable.com/generator/. An example is below.
You can make elements in the table bold by wrapping them in
<b> </b> tags or italicized by using
<i> </i> tags.
Just like in Discussion, you can add polls to your content to gauge your readers or to simulate a quiz. It's also useful for getting feedback on the page they are reading.