The You Might Like (YML) section is a set of relevant resources that you can activate on any product page of the website. This can be a combination of web pages and/or blog posts. Example: https://www.allegacy.org/savings/daily-access-savings Add the “Related Content” component to your web page. From here, you have several options as follows: Select individual posts […]
Category: 3. Custom Components
Promotions
Not finding what you need? Try Alerts. Promotions and offers are handled through the “Promotions” module in the lefthand sidebar area. Adding New Promotions To add a new promotion, go to Promotions > Add New. Choose a title. Note the top field will not display publicly so choose something that is easily searchable. Only the […]
Events
Create in Eventbrite First Create the event in Eventbrite using the styling and standards of past events as a guide. Be sure to double check the ticket sales start and end date by going to “Step 2. Create Tickets > Actions > Settings”. Create Event on Allegacy.org From the Allegacy.org WordPress admin dashboard, choose “Events […]
Impact Stories
Impact Stories allow you to feature the work you are doing in the community and add this section to any relevant page of the site. To edit or add new stories, you will need to go to the “Impact Stories” module in the lefthand sidebar area. Be sure to complete all the components on the page […]
Advice Tool
Editing the Allegacy Advice Tool Go to the “Advisor Tool” in the lefthand sidebar area. Use the search tool to find the step that you would like to edit. Note that the naming convention is number of step followed by financial goal. For example the first financial priority/goal is “Organize my Finances” There are a […]
Forms
Editing an Existing Form To edit an existing form, go to the “Forms” module in the lefthand sidebar area. Locate the form and select “Edit“. You an edit any form fields by selecting the field and it will expand to reveal all the areas that are editable. The “field label” is the only field that […]
Landing Pages
Creating a New Landing Page To create a new splash or landing page, select the “Landing Page” template in the “Page Attributes” component of the right hand sidebar. You have the option to select from three different hero types: a standard default “benefits” hero follows the format of your default product and service pages; the “form-focused […]
Calculators
There is one main Calculator page on the website that houses all of the calculators available to you. Calculators can also be embedded on individual pages. Example- https://www.allegacy.org/school-loans/student-loan/ To embed a calculator on an individual page or post, select the “Accordion Section” component. Add a title and then insert the shortcode for the related calculator. For […]
Promotional Ads
Team Members
Adding or removing team members is handled through the “Team Members” module in the lefthand sidebar area. Select “Add New” at the top to add a new team member. You have the option of displaying a “bio link” if this team member has an associate bio page profile. Example- https://www.allegacy.org/about-community/meet-our-team/cathy-j-pace/ If there is a bio page […]