Managing your site

1. On the Digital Workspace dashboard, click ‘My Website’.
2. Click ‘+ Add’ drop-down tab.
   • Note: From this tab, you can browse pre-approved content that you can add to your site.
3. Click ‘New content’ to add a customizable block of content to your site.
   • Note: When you select ‘New content’, it’s added to your page in a new content block with placeholder lorem ipsom text.
      

Note: This will be added to the top of the current page. To begin editing and creating your content, click the ‘Options’ drop-down to the right side of the content and select ‘Edit’ to enter the editor mode. All custom content that you add to your site will require a compliance review.

Any copy that you add to your website is editable. To access the edit mode, locate the ‘Options’ drop-down panel (usually located at the top right side of each content block).

1. Click ‘Options’ to access the drop-down menu.

2. Click ‘Edit'

   • Note: You can also delete a content block from this drop-down menu.

Notes:

• All content updates require a compliance review before replacing the current copy on your live site.

• The “editor mode” features a custom toolbar that allows you to change the format, layout, etc. It functions very similar to toolbars other word apps (for example, Microsoft Word). To learn more about the options available in this toolbar, see the ‘Using the editor toolbar’ section.

1. On the Digital Workspace dashboard, click ‘Settings’.

2. Click the ‘+ Add’ drop-down tab to choose from content blocks, forms, events, polls, team member profiles or pre-approved profiles.

3. Click ‘Browse’ to chose from the ‘Content Library’.

   • Note: When you select pre-approved content, it’s added to your page in a new content block.

1. On the Digital Workspace dashboard, click ‘Settings’.
2. On the ‘Your Pages’ page, click the green ‘Add Page’ button at the top right-hand corner.
   • Note: You will need to name the new page.
3. Add copy in the ‘Navigation label’ and ‘Page Title’ fields.
4. Click the ‘Save This Page’ button.

1. On the Digital Workspace dashboard, click ‘Settings’ box.

2. On the ‘Your Pages’ page, click the green ‘Add Page’ button at the top right-hand corner.

3. Under the ‘Page Attributes’ section, select the ‘Pre-approved page’ from ‘Type of Page’ drop-down menu.

4. Click the ‘Save This Page’ button.
    

Are you ready for new or updated copy to appear on your live site? There are a few steps to complete first:

1. ‘Save as Draft’: Click the button in the bottom right corner.
   It’s recommended that you should ‘Save as Draft’ first. 
    

2. ‘Submit for Approval’: Click the button in the bottom right corner.
   This button automatically sends the article to the compliance team for approval.

When you set up a new custom page, you’re required to add copy for page tabs into the ‘Navigation label’ field. If you want to change labeling, you can follow these steps:

1. On the Digital Workspace dashboard, click ‘Settings’.

2. On the ‘Your Pages’ page, under the ‘Menu Structure’ section (the left column), click the page you want to update.

3. Once you’ve clicked the page, update the copy in the ‘Navigation label’ field.

4. Click the ‘Save This Page’ button.

1. On the Digital Workspace dashboard, click ‘Settings’.

2. On the ‘Your Pages’ page, under the ‘Menu Structure’ section (the left column), click the ‘Edit Menu’ button.

3. Manually drag the page to the desired location.

4. Click the ‘Save Menu’ button. The menu order will be updated.

Tip: To move the page in the ‘Menu Structure’ section, the user must click (and hold) the mouse and then move the mouse. Release the mouse when the page is in the desired location in the page list. When the page moves to a new location, you’ll see a visual queue on the screen.
 

1. On the Digital Workspace dashboard, click ‘Settings’.

2. On the ‘Your Pages’ page, click the ‘Settings’ tab.

3. Choose one of the following options:

   • Under the ‘Theme options’ panel, select a new banner or video from the available options. Canada Life has new banners available to all advisors on a quarterly basis

   • Upload your own banner in the ‘Custom banner’ section.

     • Note: custom banners must be 1500 x 650 pixels 

4. Click the ‘Save this page’ button.

Note: This will need to be approved by compliance.

1. On the Digital Workspace dashboard, click ‘Settings’.

2. On the ‘Your Pages’ page, click the ‘Settings’ tab.

3. Next, click the ‘Theme Options’ tab,

4. Find the upload tool under ‘Custom banner’:

   1. Click the ‘Choose File’ button.

   2. Select an image from your desktop.

   3. Add a description in the ‘Alternative Text’ field.

5. Click the ‘Save This Page’ button.

Currently, there is no functionality available to upload a custom video on Digital Agent. This is an item that may be available down the road.

Note: If you wish to have a video banner, you can select one of the pre-loaded videos available in the ‘Theme options’ section. See: “How do I change the image on my home page” for the steps.

The “How do I create/add new content?” section describes how a site admin can add custom content block on a page. Digital Agent allows you to move these content blocks to different locations on the page using the crosshairs icon:

Notes:

• This is possible because Digital Agent has customizable page layouts that allow blocks to be moved based on the site builder’s need. With this functionality, the site admin can make content block span the entire length of the page, appear in two or three equal-sized columns and more. The available layouts are visible at the bottom of a page (to logged-in users).

• To move the content to a new location on the screen, the user must click (and hold) the mouse and then move the mouse. Release the mouse when the content block is in the desired location. When the block moves to a new location, you’ll see a visual queue on the screen.

As described in the “How do I move content blocks on page?” question, a site admin can see a page’s customizable layout at the bottom of the screen. If you wish to change to a different page layout, you can do this by following these steps:

1. On the Digital Workspace dashboard, click ‘Settings’.

2. Click on the ‘Your Pages’ tab.

3. Under the ‘Menu Structure’ section (the left column), click the page that you wish to change.

4. Under ‘Page Attributes’ section, select one of the two options under 'Choose a Standard Page Template'
   

5. Click the ‘Save’ button and the page layout will be updated.

All of your web content, no matter what status it has, can be found in your personal content library.

1. On the Digital Workspace dashboard, click ‘My Website’

2. Click ‘Browse’ to active the drop-down menu

3. Click ‘Content Library’

4. Under 'Your Hub' you will find content that was approved or in draft mode.

Digital Agent gives you access to a bank of pre-written articles that can be published on your site. You can set your subscription option to automatically publish to your site or pick and choose your articles.

For more information, see “How to create a blog” section.

• Blog subscription options: See: “From here, you have three options” (Step 1c)

• How to create your own custom blog posts: “To create a new blog article, start by going to your Digital Workspace dashboard.”

Note: By default, new users automatically have their blog subscription to “Stream all articles”.

1. On the Digital Workspace dashboard, click ‘Recycle Bin’.

2. Locate the page or profile that you wish to restore.

3. Click the ‘Restore Selected’ button.

4. Confirm the restoration and the page/profile will be retrieved.

1. Digital Agent provided functionality to allow users to hide pages from appearing in their navigation. When you hide a page, it’s still live on a site, there’s just no visible route to find it. The only way to access a hidden page is to have access to the page’s URL

2. On the Digital Workspace dashboard, click ‘Settings’.

3. On the ‘Your Pages’ page, under the ‘Menu Structure’ section (the left column), click the page you want to update.

4. Once you’ve clicked the page, located and select the ‘Hide this page’ checkbox on the ‘Page Attributes’ section.

   • Note: Under this checkbox is another option: ‘Hide the navigation menu’. This checkbox allows the user to remove the top navigation when viewing a page (whether it’s hidden or not). This isn’t a necessary step to complete when hiding a page but it’s generally implemented in parallel too.
     
     

5. Click the ‘Save This Page’ button.

1. The following content block on the home page works a little differently than regular content blocks.
   
   
   
   To update this copy, you must go to the ‘My Profile’ page that’s selectable on the Digital Dashboard. Note: On this page, you can add or update your bio, contact information, licences and add your photo.

1. Go to the Digital Workspace homepage

2. Click ‘My Profile’

3. Here you can edit your name, email address phone number, social media accounts, bio and profile photo.

   • Within the ‘My Profile’ section you can click on ‘Team Members’ if you a part of a firm or have support staff.

4. Click on ‘Practice Profile’ to change your address.

5. Click the ‘Submit for Approval’ button.
   
   Note: All profile changes will require a compliance review.

If you have an existing website domain that you'd like to use on your new Digital Agent website, or if you want to redirect an existing domain to your new website, please send an email to service@veriday.com with the following information:

• Your default Digital Agent domain

• The custom domain you'd like on your new Digital Agent website

• Any other URLs you want to redirect to your new Digital Agent website

For more information, see the “Website domains” page.

1. On the Digital Workspace dashboard, click ‘Settings’.

2. Click on the ‘Your Pages’ tab.

3. Click the ‘Settings’ tab.

4. Under the ‘Supported Locales’ section, click the ‘French’ checkbox to activate (or deactivate) the language mirroring.

Note: By default, new users automatically have their sites set up to include both EN and FR pages. All default pages and copy in the content bank have French copy available. You will have to request translations prepared for any of custom content added to your site.

For more information on these translation requests, contact fieldmarketing@canadalife.com.
 

1. Setting up your copy with the proper heading hierarchy is an important thing to do when publishing new copy. As a rule of thumb, you should always use the ‘Format’ tool to create headings and subheadings (also known as H1, H2, etc.) as this is important part of AODA guidelines. Use the following as best practice:

2. ‘Heading 1’: This is usually used for titles. Please note: The title field for some content types has this embedded directly.

3. ‘Heading 2’: This should be used for subheadings.

Note: The ‘Format’ tool is found in the Editor toolbar. For more information, see the using editor mode section.

• ‘Heading 3’ and ‘Heading 4’: Use these for bold headings that fall beneath the subheads



•  

1. On the Digital Workspace dashboard, click ‘My Profile’.

2. Click the ‘Team Member’ tab.

3. Click the ‘Edit Display Preferences’ button.

4. Check or uncheck the team member that you do or don’t want to show in the footer under ‘Display’ column.

5. Click the ‘Save Changes’ button.

At this time, you do not have the ability to edit and update the information in this section yourself. If your firm has changed addresses, please contact fieldmarketing@canadalife.com. Canada Life administrators will make the change your behalf.

New blog posts are added to the Digital Agent platform 2-3 times per month. Instead of writing content, you can save time and subscribe to this service to have relevant, engaging articles shared automatically to your website.

To subscribe to blog services, start by going to your Digital Workspace dashboard.

1. Click the ‘Blog’ icon.

   1. This brings you to the ‘Blog Manager’ page.

   2. Click the ‘Blog Subscriptions’ button in the top left corner.

   3. From here, you have three options:

      1. 'Do not stream from this hub' - articles will not automatically be added to your site every month.

      2. 'Stream all articles' - at least two articles will automatically be added to your site every month.

      3. 'Personalize subscription' - choose which articles you would like to have added to your site every month, based on the options listed on the left in the 'Categories' section. You can also filter by tags, date range, and author.

   4. Choose ‘Save Preferences’ on the right side.

1. On the Digital Workspace dashboard, click the ‘Settings’ box.

2. On the ‘Your Pages’ page, you’ll see a listing of all the pages on your site. Click the page you wish to add SEO information to.

3. Under the ‘Search Engine Optimization’ section (this is located on the left side of the screen underneath the ‘Page Attributes’ section), add copy to the ‘Meta description’ and ‘Tags’ fields.

4. Click the ‘Save This Page’ button.

Note: To see optimal SEO results on your site, it’s recommended that follow these steps for each page on your site.

Meta description:

This is intended to be a short summary of what’s on this page and other relevant information. This enhances search results in Google.

Tags

Add keywords or short phrases into this field. These should be topically relevant to the content on the page. By adding these keywords into this field, it improves Google search results. In turn, a page will be ranked higher and come up more frequently (if the searcher uses the keywords).
 

For more information see Veriday’s “SEO Basics"

1. Highlight the text. 

2. Click the desired format option from the toolbar.

· Tip: Similar to Microsoft word, you can use hotkeys to apply the text format (for example, Ctrl + B)

1. Click the ‘Templates’ icon from the toolbar.

2. Select the desired layout.

Note: The template will now appear in your text field.

1. Highlight the text.

2. Click the desired option from the toolbar.

1. Highlight the text.

2. Click the desired option from the toolbar.

· Note: You can both increase or decrease indents.

1. Highlight the text.

2. Click the ‘Block Quote’ option from the toolbar.

1. Highlight the text.

2. Click the desired alignment option from the toolbar (align left, centre, align right, and justify).

1. Highlight the text.

2. Click the ‘Text Color’ icon from the toolbar.

3. Select a colour option from the colour pallet.

    

You can add images into the editable text field by using the ‘Image’ tool.

1. Click the ‘Image’ icon from the toolbar.

· Note: This brings up a new panel

2. To add an image from your desktop, click the ‘Browse Server’ button. This allows you to add an image to your website’s database.

   • You’ll need to select a folder to house the image (in your website’s database).

   • 
     

3. When you’ve picked your folder, click ‘Choose File’ and select your image.
   
   

4. When you’ve selected the image from your desktop, click the ‘Upload’ button to add it to the text field.
   
   Note: Once an image is inside your text field, you can resize it by changing the numbers in the ‘Width’ and ‘Height’ fields. When you change the date in one field, the tool will scale based on the image’s current specs.

You can add media and video into the editable text field, using the ‘Embed Media from External Sites’ tool.

1. Click the ‘Embed Media from External Sites’ from the toolbar.

   • This brings up a new panel

2. Add the media link into the ‘URL’ field. (example: YouTube, Vimeo, etc.)

3. Click the ‘Ok’ button.

You can add a table in your text field by using the ‘Table’ tool.

1. Click the ‘Table’ icon from the toolbar.

· Note: This brings up the ‘Table Properties’ panel.

2. Enter numbers into the ‘Rows’ and ‘Columns’ fields.

· Note: You can customize your table further using this panel (Headers, cell spacing/padding, etc.). The ‘Advanced’ tab has even more options available.

3. Click the ‘Ok’ button.

You can add URL links to text added in the editable text field by using the ‘Link’ tool. This tool allows you to add the following types of URL links:

1. URL: this links to an external site.

2. Link to anchor in the text: this links to an internal site page or text header.

3. E-mail: You can set up the pre-set copy to populated in the email field, subject line, and body copy. When this is set up properly, a user that clicks the link gets all this in their default email application.

Example: URL (external link)
 

1. Click the ‘Link’ icon from the toolbar.

· Note: This brings up a new panel

2. Select your ‘Link type’. (In this example, you would leave it as ‘URL’)

3. Add the website address into ‘URL’ field.

4. Click ‘OK’