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Microsites Part 4: Adding Content to Your Microsite
Microsites Part 4: Adding Content to Your Microsite

A step-by-step tutorial on how to add and manage content blocks and sections to your Microsite (includes Surveys)

Michael Stephenson avatar
Written by Michael Stephenson
Updated over 3 months ago

Overview

The final step in the Microsite creation process is to add your content. If you haven't already, please review Part 3: Contact Block and Section Descriptions as a prerequisite to this article.


Content: Login | Dashboard | Surveys | Add Sections

In the Content section, you will configure your Login, Dashboard, and Surveys.

Login

View an example of a login page

The Login content is displayed on the page where the student must log in before they can access the Microsite. The login page is designed to be inclusive and generic, catering to all audiences. As the user has yet to log in, limited customization options are available. However, our configurations allow you to make your page branded, visually appealing, and engaging.

Login: Header

Before you start adding content to your login page, we recommend setting your heading first.

  1. Click on Login on the left menu

  2. You will see a Body and Header tab at the top of the Login section. Click on the Header tab.

  3. Under content, you will only see Default Header Content; there is no option to add versions for different audiences. This is because the user still needs to log in, and we can only display the default header to them. This is also the reason why the only token you will be able to use is your institution's name.

  4. To configure the heading, click the pencil icon next to the Default Header Content.

  5. Adjust the Heading configurations as needed:

    • Headline text: Appears large over your background image

    • Subtitle text: Appears smaller under your headline text

    • Header background image (must be in .jpg format)

Login: Adding Content Blocks

Once you've configured the heading, you can start adding content blocks. As you add content blocks, they will be listed under the body tab of the login section from your left menu. To add a content block:

  1. Click on Login on the left menu

  2. Click Add Block

  3. Select the content block you wish to add

    • There are three different types of content blocks you can add to the login page: Text, Call-to-Action, and Factoid. Review Part 3 of this series, Content Block and Section Descriptions, for more information, including a description of each content block.

  4. Complete the fields for the new content block and click Add when you're finished.

    • When adding a block, most will have a Content and Design tab. The Content tab will have configurations specific to that content block, and the Design tab will allow you to select an icon and adjust coloring.

  5. Preview your content block by clicking the eye icon

Login: Managing Content

You can find your list of content blocks by navigating to the Body tab under Login in the left menu.

  • Reorder content blocks by clicking and dragging the up/down arrow icon in the left menu.

  • To edit a block, click the pencil icon. Delete by clicking the trash can icon.


Dashboard

View an example of a Dashboard

The dashboard is students' personalized home page after logging into the Microsite. It displays relevant content in a visually engaging card format.

Each content block or card can be configured to display for all students or targeted to specific audiences using labels. This feature allows you to create customized experiences based on interests, demographics, funnel stage, and more. The logic operates as an ‘or’ statement, meaning if multiple labels are assigned to a content block, a person only needs one matching label to view that section.

Dashboard: Header

Before adding content to your login page, we recommend configuring your heading first.

  1. Click on Dashboard on the left menu.

  2. You will see a Body and Header tab at the top of the Dashboard section.

  3. Click on the Header tab. You will see the default header content. The default content will appear for users without matching labels.

  4. Click the pencil icon to edit the headline, subtitle, and header background image.

  5. To customize the header for different audiences/labels, click Add Version. People who match the label will see this version rather than the default. When adding a version, configure the following:

    • Enter Labels: Add labels for the user groups who should see this version of the header

    • Headline Text: Add your headline text

    • Subtitle Text: Add your subtitle text

    • Header Background Image: Choose a header background image to upload. An image is required.

Dashboard: Body (Adding Content Blocks)

After you have finished with the heading, you can add content blocks. As you add content blocks, they will be listed under the Body tab of the Dashboard section from your left menu. To add a content block:

  1. Click on Dashboard on the left menu

  2. Click Add Block

  3. Select the content block you wish to add

    • There are seven different types of content blocks you can add to the Dashboard: Text, Profile, Featured Location, Call-to-Action, Factoid, Media, and Featured Event. Review Part 3 of this series, Content Block and Section Descriptions, for more information, including a description of each content block.

  4. Complete the fields for the new content block and click Add when you're finished.

    • When adding a block, most will have a Content, Design, and Audience tab. The Content tab will have configurations specific to that content block. The Design tab will allow you to adjust the card style using an icon or image.

  5. Preview your content block by clicking the eye icon (Note: Preview is unavailable for Content Blocks created by adding a Content Section).

Dashboard: Managing Content

You can find your list of content blocks by navigating to the Body tab under Dashboard in the left menu.

  • Reorder content blocks by clicking and dragging the up/down arrow icon in the left menu.

  • To edit a block, click the pencil icon. Delete by clicking the trash can icon. (Note: Content blocks that do not have an edit or delete option were created by a Content Section. To edit or remove them, you must navigate to the section section. More information on this is below).


Surveys

The survey feature lets you quickly gather feedback and insights directly from admitted students via a Microsite. Surveys are a simple way to collect additional information from admitted students, which can be used to guide recruitment strategy and personalize support throughout the enrollment funnel. Survey components include:

  • Multiple-choice, yes/no, and open-ended text questions

  • Surveys are only visible to students after logging into their Microsite

  • View real-time results and respondents

  • Export survey data to CSV for further analysis

Surveys: Adding Content

  1. To add a survey, click + Add Survey.

    • Survey Name: Give your survey a name. The title will be used as the header text on the survey card.

    • Start date/end date: If you want your survey to run for a specific length of time, give your survey a start and end date. If you want it to remain open, leave those fields blank.

    • Activate: Toggle on Activate if you want to begin accepting survey responses

  2. Click Create

  3. Once created, you can add questions to your survey. You can add the following question types: multiple choice, yes/no, and text input.

Surveys: Managing Existing Content

You can return to the Survey section of the Microsite to:

  • Activate/deactivate the survey (toggle to the right of the survey name)

  • Edit survey (pencil icons)

  • Review survey results/respondents (tabs)

  • Export results (paper with down arrow icon)


Sections

Under the Content section (login, dashboard, surveys), in the left menu, you will see Sections.

As you learned in Part 1, content sections are designed to hold large amounts of content and provide an interactive experience. Sections create a supplemental page within the Microsite and are linked in the header and footer. In addition to the page, depending on the content type, the section may create a content block (or card).

Sections: Adding Content Sections

  1. Click the + Add Section button

  2. Select the section you wish to add

    • There are eight different types of content sections you can add to the Dashboard: Academic, Acceptance, Career, Checklist, Documents, General, and Location Explorer. Review Part 3 of this series, Content Block and Section Descriptions, for more information, including a description of each section.

  3. Complete the fields for the new content block and click Add when you're finished.

    • When adding a section, you will be prompted for basic information pertinent to that particular section type, like the name and slug. Note: The slug is generated automatically after naming the section.

  4. You'll automatically be taken to the edit the new section. Each section will have a Body and Header tab. First, configure the details on the Body tab. This tab contains configurations specific to that section. Depending on the type of section, you may have to add blocks. For example, if you use the Checklist type, you'll be required to add a block for each "to-do item."

  5. After you've completed the body tab, you can navigate to the header tab. This contains your default header content to edit and the ability to add versions for different audiences.

Sections: Managing Content Sections

  • Reorder content sections by clicking and dragging the up/down arrow icon in the left menu.

  • To edit or delete a section, use the three dots to the right of the section name


The Microsites Module is included with the Element Engage package.

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