Adding & Editing Content

Once you’ve selected your template and created a site name and URL, you will be able to view your selected template and begin editing your website. To access it, log into and click on the “Sales & Marketing” tab, then “Website Builder.”

To begin editing your website, select “Visit Site”, then select “UPNETIC PAGE EDITOR” at the top. If this is your first time logging in, a pop-up will appear asking if you want to take a quick tour.

Note: We recommend all new users to go through the online tutorial.

You can also watch this Page Builder Help Tutorial Video below:

Once you’re in edit mode using of the the pre-built templates provided, you will see a blue box around each module containing action buttons in the upper left:

  1. This button will give you the ability to move the module to a different row or column.
  2. This button will open up the settings enabling you to make edits to the module
  3. This button will duplicate the module
  4. This button will give you the ability to edit the column/row settings and widths
  5. This button will delete the module. A pop-up message will appear to confirm deletion

Adding Content

To add additional content and multi-column rows to your website, select the blue “+” icon in the upper right.

Note: In order for the blue “+” button to appear, you must first be in edit mode by selecting the “UPNETIC PAGE EDITOR” button at the top.

The first tab is labeled “Modules”. Here you add buttons, photos, videos, media galleries, testimonials, contact forms, blog posts, and more.

Note: Blog posts must first be entered in the Site Dashboard before they can be added through the “Modules” section. You can also add them by selecting the “+New” icon at the top left.

Simply drag the module of your choice over to the left, and drop it in a section. The editor will automatically open. Add your content and click “Save”.

If you would like to add multi-column rows, click on the “Rows” tab at the top. Drag and drop the column selection of your choice into your website. Once added, go back into the “Modules” tab to drag and drop content into your new custom columns.

Saving Your Content

When you have completed editing your page, select “Done” in the upper right. This will give you three options: discard your changes, save a draft, or publish. A saved draft will only be visible to you. If you publish your changes, everyone that visits your website will be able to view them. You must perform one of these actions before you can move on to editing another page.

Adding a New Page

To add a new page, select “Visit Site”, then select “+New” in the upper left. This will give you the option to not only add a new page but media (photos, documents, etc.) and blog posts.

Adding a video with embedded code

The video has to be uploaded to a video platform like Youtube or Vimeo. Once on Youtube, right-click on top of the video you want to have on your website. Click on the “Copy embedded code”.

Go to the “Upnetic Page Editor”, click on the plus “+” sign on the top left of the screen. Under “Basic” click on “Video” and drag it to where you would like it to be on your page. Once you drop it, you will see a Video menu. Under “Video Type” select “Embed”.

Paste the code you copied from YouTube on the space provided below. Then, click on “Save”.

Click on “Upnetic Page Editor” and hover over the button you would like to use as a link to another page. Select the wrench icon “Button Settings.” Edit the text of the button if you need to, then add the link under “Link.” Make sure the link starts with “http://” and click on “Select,” then “Save.”

Adding alt text to an image

Adding alt text to your images allows search engines to better crawl and rank your website, which improves your SEO. To add a photo and alt text, follow the steps below:

Go to the “Upnetic Page Editor” and click on the plus “+” sign on the top left of the screen. Under “Basic,” click on “Photo” and drag it to the location where you would like the image to appear on your page. Once you drop it, you will see a Photo menu. Under “Photo Source” select your source, and under “Photo” click on “Select Photo”

Once on the Select Photo menu, you can select the photo you have in your Media Library or you can upload a new one under “Upload Files.” Once you have a photo selected, on the right hand of the screen you will be able to enter “ALT Text,” where you will enter keywords describing the picture. You can also enter a “Title” and “Caption.” Make sure to be descriptive and specific. Once you have entered all of their information, click on “Select Photo.”

On the Photo Menu click on “Save,” and if you are done editing your page, click on “Done” on the top right corner and then click on “Publish.”

Editing the Contact Form 

Contact forms are an easy way for your website visitors to reach you. Not only will the data be emailed to you once a visitor completes the form, but you can also have the data drop directly into the Upnetic CRM as a lead.

In order to get that done, go to your site and select “UPNETIC PAGE EDITOR.” Hover your mouse over the top of the contact form and select “Contact Form Settings”. Under the “General” section, go to “Insert to CRM” and select “Yes, automatically insert into CRM” and then click on “SAVE”. Once you are finished making changes, make sure to click on “Done” at the top right corner of the screen.

Once someone enters their information and clicks “Send”, you will receive an e-mail with their contact information and their message.

To check on your contact form leads, go to the CRM app and click on “Leads”. You will be able to see the client’s information in there. For further help on how to manage your CRM leads and contacts click here.

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