Episerver CMS Editor User Guide

Episerver CMS
Editor User Guide
© Episerver 2018
Episerver CMS Editor User Guide 18-2
Release date 2018-03-19
Table of Contents | 3
Table of contents
Table of contents
3
Introduction
8
Features, licenses and releases
8
Copyright notice
9
About Episerver
9
The Episerver Digital Experience platform
10
What's new?
12
Getting started
13
Logging in
13
Accessing features
13
Navigation
13
Next steps
14
User interface
14
General features
15
Panes
17
Editing
18
Real-time Updates
19
My settings
21
Add-ons
21
Working in On-page editing view
22
Working in All properties editing view
25
Assets
30
Folders
30
Media
33
Blocks
36
Roles and tasks
44
© Episerver 2018
4 | Episerver CMS Editor User Guide 18-2
Visitor
44
Community member
44
Content editor
45
Marketer
45
Merchandiser
45
Website owner
45
Administrator
45
Developer
45
Finding content
46
Creating content
48
Creating a page
48
Creating a block
48
Commerce-related content
49
Editing content using the rich-text editor
49
Formatting
50
Copying and pasting
50
Adding links
51
Creating a link
52
Link properties
55
Linking to catalog entries
58
Adding and editing images
58
Adding images to content
59
Editing images
59
Removing images from content
61
Changing image properties
61
Adding embedded media
63
Advanced settings
64
Adding dynamic content
65
© Episerver 2018
Table of Contents | 5
Editing dynamic content
67
Built-in forms functionality (Legacy)
68
Using the built-in forms functionality
68
Managing forms
69
Creating a form
69
Viewing and exporting form data
74
Exporting forms
75
Managing content
76
Commerce-related content
76
Optimizing content to improve search
76
Working with multiple languages
76
Enabling content languages
77
User interface languages
77
Commerce and multiple languages
77
Episerver Find and multiple languages
77
Translating content
77
Fallback languages
85
Visitor groups
88
Personalization with visitor groups
89
Applying personalization
89
Providing access to content using visitor groups
95
Monitoring visitor group activities
96
Personalizing Commerce content
96
Personalization using add-ons
96
Previewing content
96
Comparing versions
98
Comparing content
99
Comparing properties
101
© Episerver 2018
6 | Episerver CMS Editor User Guide 18-2
Setting access rights from edit view
102
Structuring the website
104
The page tree
104
Moving, copying and removing pages
105
Sorting page order in menus
106
Deleting and restoring content
108
Working with versions
111
Publishing actions
111
Managing versions
115
Unpublishing content
119
Setting expiration of content
119
Working with shared content
121
A/B testing
122
How it works
123
Starting an A/B test
124
Viewing a running A/B test
128
Picking a winner
130
Managing A/B tests
132
Viewing completed and archived tests
133
Setting default values for A/B testing
133
Controlling the publishing process
134
Content approvals
136
How it works
136
Working with approval sequences
144
Commenting when approving and declining content
146
Change approvals
147
How it works
147
Setting up an approval sequence
148
© Episerver 2018
Table of Contents | 7
As an editor or administrator, how does Change approvals affect me?
149
As a reviewer, how do I approve or decline a change?
149
Using Content approvals and Change approvals at the same time
150
Projects
151
The projects gadget
152
The projects feature
159
Reports
182
Reports for CMS content
182
Reports in Commerce
183
Managing gadgets
184
Adding gadgets
185
Rearranging gadgets
185
Removing gadgets
185
Built-in gadgets
185
Commerce-specific gadgets
186
Add-ons
186
Managing dashboard tabs
186
Tabs
186
Dashboard gadgets
187
Search
190
Built-in search features
190
Search options
190
Search tips
192
Sorting search results
192
Configuring search
192
Extended search with Episerver Find
192
Index
193
© Episerver 2018
8 | Episerver CMS Editor User Guide 18-2
Introduction
Online help describes the features and functionality of the Episerver platform, and covers CMS for
content management, Commerce for e-commerce functionality, Find for extended search, and
Episerver add-ons. You access it from within the Episerver platform or from Episerver World. The online
help is also available in PDF format for users who prefer PDF or want to print the documentation.
This PDF describes the features and functionality of Episerver CMS which you can find on Episerver
World. Developer guides and technical documentation also are found on Episerver World.
The user documentation is intended for editors, administrators, marketers and merchandisers, working
with tasks as described in Roles and tasks.
Features, licenses and releases
The user documentation is continuously updated and covers the latest releases for the Episerver
platform.
Episerver CMS is the core part of the Episerver platform providing advanced
content creation and publishing features for all types of website content. CMS
features are available in all Episerver installations.
Episerver Commerce adds complete e-commerce capabilities to the core
functionality in CMS. Commerce requires additional license activation.
Add-ons extend the Episerver capabilities with features like advanced search,
multi-variate testing, and social media integration. Some add-ons are free, others
© Episerver 2018
Introduction | 9
require license activation. Add-ons by Episerver are described in the online help.
Due to frequent feature releases, this user guide may describe functionality that is not
yet available on your website. See What's new to find out in which area and release a
specific feature became available.
Copyright notice
© Episerver 1996 – 2018. All rights reserved.
All information and content within this document is the sole copyright of Episerver. Changes to the
contents, or partial copying of the contents, may not be done without permission. The document may be
freely distributed in its entirety, digitally or in printed format, to all users of Episerver Software. Episerver
assumes no liability or responsibility for any errors or omissions in the content of this document.
Episerver reserves the right to alter functionality and technical system requirements. Episerver is a
registered trademark of Episerver AB. Ektron is a registered trademark of Episerver Inc.
About Episerver
The features of the are described in this user guide. Note that all parts described here
may not be implemented on your website. Check with your system administrator to find
out what is available to you.
The base of the Episerver Digital Experience platform is CMS, Commerce and Campaign for content
publishing, merchandising and campaign management. The platform can be extended with add-ons in
areas like e-commerce, search, marketing, and personalization, providing a powerful and user-friendly
foundation for managing the digital experience for your online visitors.
© Episerver 2018
10 | Episerver CMS Editor User Guide 18-2
The Episerver Digital Experience platform
Episerver CMS
Episerver CMS is a powerful yet easy to use web content management system, based on cutting edge
technology. The intuitive user interface and superior usability of Episerver CMS allow both experienced
and occasional users to efficiently manage website content. Episerver CMS is the foundation for the
Episerver Digital Experience platform, and is required for most Episerver products and extensions. See
the CMS section in the Episerver Platform User Guide.
Episerver Commerce
Adding Episerver Commerce to your CMS solution brings e-commerce functionality such as catalog,
customer and order management, combining the powerful content publishing and display features of
CMS with advanced back-end online store management. Episerver Commerce is part of the Episerver
Digital Experience platform. It requires a specific installation and license. See the Commerce section in
the Episerver Platform User Guide.
Episerver Find
Episerver Find adds advanced search functionality to websites. Episerver Find bases search
functionality on visitor search behavior and website statistics. Using this information, you can add
automatic landing pages, adaptive navigation, and guided search to increase website traffic and boost
conversion rates. Episerver Find is part of the Episerver Digital Experience platform. It requires a
specific installation and license. See the Find section in the Episerver Platform User Guide.
© Episerver 2018
Introduction | 11
Episerver Insight
Episerver Insight is a user interface for viewing and filtering visitor profiles, and creating customer
segments that can be used in your omnichannel marketing campaigns. The Insight information is based
on tracking of the behavior of your online visitors, for example when viewing content, or products on an
e-commerce site. Episerver Insight is part of the Episerver Digital Experience platform. It requires a
specific installation and license. See the Insight section in the Episerver Platform User Guide.
Episerver Campaign
With Episerver Campaign you can orchestrate multichannel campaigns from a single screen, and send
triggered emails based on real-time behavior. You can coordinate and segment large volumes of
messages, including personalized product recommendations. Episerver Campaign is part of the
Episerver Digital Experience platform. It requires a specific installation and license. See the Episerver
Campaign User Guide.
Episerver Perform
Episerver Perform lets you create and configure a merchandising campaign with personalized product
recommendations. Wherever you display your products—on the web or on a mobile device—Episerver
optimizes the ranking for every visitor, including behavioral data and merchandising strategies.
Episerver Perform is part of the Episerver Digital Experience platform. It requires a specific installation
and license. See the Episerver Personalization User Guide.
Episerver Reach
Episerver Reach lets you include personalized product recommendations in any email, including cart
abandonment and retargeting emails. You can also work with behavioral triggers to detect on site
behaviors and act upon them through automated personalized emails. Episerver Reach is part of the
Episerver Digital Experience platform. It requires a specific installation and license. See the Episerver
Personalization User Guide.
Episerver Add-ons
There are many add-ons made by Episerver and third-parties, available for extending your Episerver
Digital Experience solution. The add-ons from Episerver described here add features such as search
analytics, and social media and marketing tool integrations. Add-ons require separate installations, and
some also require a specific license. See each add-on for details.
© Episerver 2018
12 | Episerver CMS Editor User Guide 18-2
What's new?
The Episerver user guide describes features in the Episerver platform, including CMS for content
management and Commerce for e-commerce management, and add-ons from Episerver. New features
are continuously made available through Episerver updates.
Due to frequent feature releases, this user guide may describe functionality that is not
yet available on your website.
This user guide (18-2) describes features added up until and including update 206 for Episerver;
see Episerver World for previous user guide versions.
Area
Features and updates
A new add-on, Change approvals, has been released. If
enabled, certain changes that affect the live website, such as
moving pages in the structure, changing access rights, language
settings, or expiration date, must be approved before they are
applied. (update 206)
A new scheduled job, Trim content versions, has been added. It
checks the Maximum number of versions setting and removes
redundant Previously Published versions. (update 200)
This version of the user guide contains no updates to the
Episerver Insight section.
© Episerver 2018
Getting started | 13
Getting started
This section describes how to log in to an Episerver website, access features and navigate the different
views. The login procedure may be different from what is described here, depending on how your
website and infrastructure are set up. The examples described here are based on a “standard”
installation of Episerver with sample templates.
Logging in
As an editor or administrator, you usually log in to your website using a specified URL, a login button or
link. Enter your user name and password in the Episerver login dialog, and click Log In.
Accessing features
What you are allowed to do after logging in depends on your implementation and your access rights,
since these control the options you see. When logged in, the Episerver quick access menu appears in
the upper right corner.
Selecting CMS Edit takes you to the edit view and other parts of the system. You can go directly to
your personal dashboard by selecting the Dashboard option.
Navigation
Pull down the global menu, available at the very top, to navigate around. The menu displays the
different products and systems integrated with your website. Select CMS (for example) to display
available options in the submenu.
Your menu options vary depending on your access rights. These user guide examples
© Episerver 2018
14 | Episerver CMS Editor User Guide 18-2
assume that the user has full permissions to all functions in Episerver.
Next steps
User interface and Roles and tasks in the CMS Editor User Guide for the Episerver user
interface and roles.
Managing content in the CMS Editor User Guide to create and publish content.
Administration interface in the CMS Administrator User Guide to administer and configure
settings in Episerver.
Commerce User Guide to work with e-commerce tasks, if you have Episerver Commerce
installed.
Find User Guide to work with search optimization, if you have Episerver Find installed.
User interface
The Episerver user interface is flexible allowing developers to plug-in customized
features when implementing websites. This description refers to a “standard
installation” of Episerver without customizations.
The toolbar and the panes in the Episerver edit view provide easy access to functions when working
with content. When entering the edit view, you have the global menu and the toolbar at the top, and
adjustable panes to the left and right.
© Episerver 2018
Getting started | 15
The global menu provides access to other areas of the Episerver platform. You can also access this
user guide, your user settings and a global search from the global menu.
In some areas, you pull down the global menu with the arrow. Click the arrow
to make the global
toolbar stick in place. Click the arrow again if you want to hide it.
The toolbar contains features like preview and view options, and lets you add items such as pages or
blocks.
The page information area below the toolbar displays the page name, the path to the page and when it
was last autosaved. If it is possible to undo the latest changes you did to the content, there is also an
Undo link.
A notification toolbar may be displayed below the toolbar showing confirmation and error messages and
such.
General features
Context-sensitive actions. Some features are only available in certain context. The toolbar (for
example) presents relevant actions depending on what you are currently doing, and the add (+)
button also offers context-sensitive options.
Primary actions. Some actions open in a new window, for example, a page delete confirmation.
The background is then dimmed, meaning that you must finish the primary action to continue.
© Episerver 2018
16 | Episerver CMS Editor User Guide 18-2
Action feedback and notifications. Successful actions are confirmed by a message in the
notification bar. A notification may also appear in case of an error requiring you to take action.
Drag-and-drop operations. Drag-and-drop is supported in many areas. For example, you can
drag pages, media files and blocks into the rich-text area or content areas, or re-arrange the page
tree structure using drag-and-drop.
Tooltips. Hover the mouse over a button or field and a short tooltip appears.
Keyboard commands. Standard keyboard commands are supported in many areas, such as
when you move pages in the page tree or in the rich-text editor.
Search. Supported in many areas to locate, such as pages in the page tree or media in the folder
structure.
Adaptable work environment. Resize and pin the panes depending on what you are currently
doing, and add and remove gadgets of your choice for quick access to functionality.
Support for time zones. Publishing actions in the edit view are done in your local time zone,
whereas administrative actions are based on server time.
Context menus are available in many areas, such as in the panes, the page tree and in item
listings. The menu displays different available options depending on where in the interface you
are and what you are doing.
© Episerver 2018
Getting started | 17
Panes
The user interface has a left-hand and a right-hand pane, which can be adjusted and extended with
additional gadgets.
Pane pin is used for expanding and locking the panes in an open position.
Settings for a pane or a gadget allow you to configure or remove a gadget, or rearrange gadgets
in a pane.
Left-hand navigation pane
Contains the page tree structure (Pages), language branch (Sites) navigation, tasks management
(Tasks), and project items (Project Items) by default.
Right-hand assets pane
Contains the Media and Blocks folder structures by default. Drag and drop one or multiple items from
the assets pane into the content you are currently working on.
© Episerver 2018
18 | Episerver CMS Editor User Guide 18-2
You can also drag and drop multiple items within the assets pane, and delete, cut or copy and paste
them, from the context menu or with standard keyboard shortcuts. Any unselected children folders are
also moved, copied or deleted.
If you copy and paste multiple folders on different levels, they will be on the same level
when pasted.
If you have Episerver Commerce or Episerver Forms installed, the assets pane also displays the
Catalogs and Forms gadgets per default.
Editing
The toolbar on top displays an actions menu with context-sensitive publishing options which vary
depending on content status and user access rights. During editing, content status and autosave
information are displayed.
© Episerver 2018
Getting started | 19
When working with content such as pages and blocks in CMS, or catalog content in Commerce, there
are two editing views, On-Page Editing and All Properties, with buttons to switch between them.
On-Page Editing view provides quick access to direct editing of a selection of content properties.
All Properties view provides access to all available properties including more advanced ones
such as access rights and language settings.
When editing content properties, these options are common when adding, deleting, or selecting items:
Click to select (a category, for example).
Click to select (an image in a media folder, or a page in the page tree).
Click to remove (a category, for example).
Real-time Updates
Episerver is by default set up to display comments and changes to projects in the user interface
immediately. If Episerver experiences problems with the these immediate updates, the following dialog
box appears.
© Episerver 2018
20 | Episerver CMS Editor User Guide 18-2
The Real-time Updates dialog box can have two main reasons. It appears because Episerver has
encountered a network problem and cannot connect to the web server, or because your system does
not have the WebSocket protocol enabled, which is used for the real-time updates of the user interface.
Network problems
Network problems occur if there is an error in the web server configuration, or if there are problems with
your corporate network or the with Internet connection. As long as there is a problem, you are unable to
continue working with Episerver.
Whatever the reason, Episerver will try to reconnect to the web server. If it still cannot connect after a
number of attempts, you get an error message saying: “The server has been unavailable for an extended
period of time. Please verify the internet connection and refresh the browser.”
Contact your IT department or Internet service provider if the problem persists.
WebSocket support
WebSocket is an Internet protocol used to automatically update the Episerver user interface.
If you are using the projects feature, the WebSocket protocol is used to check for new or updated
comments and project items from other users. As soon as one of your colleagues adds a comment or
project item, Episerver automatically updates your user interface and displays the comment or item
(assuming you have the projects interface open).
However, the WebSocket protocol must be enabled for your system by an administrator for the realtime updates to work. If it was not enabled, you can still work with Episerver and with projects and
comments but you need to manually refresh the user interface with the Refresh button to see new
comments or items.
Depending on the system configuration when the WebSocket protocol is disabled, you may or may not
see the Real-time Updates dialog box.
© Episerver 2018
Getting started | 21
My settings
Under the global menu > your user name > My settings, you can change some of your account
settings. User name and password are usually set in an external system, such as Windows or an SQL
database, and cannot be changed in Episerver in that case.
In the Display Options tab, you find the following settings:
Personal language. Select your desired user interface language from the drop-down. This
settings affects the language of the user interface, such as texts in buttons and dialog boxes. It
does not affect the language of your website.
Limit touch support. On touch-screen devices, browsers may have difficulties prioritizing
between input from the screen and from the mouse, which may cause problems such as making
it impossible to resize panes using the mouse. If you experience problems with Episerver and
the touch screen, enable the Limit touch support feature. This feature prioritizes mouse input
over touch screen input and enables the mouse for interactions such as drag and drop, resizing
of panes, and so on.
Reset all views to system default. You can reset your user interface views to the settings. If
you have changes to the user interfaces, such as added, moved or deleted gadgets, these
changes are undone and the default views are displayed.
Add-ons
An add-on is a plug-in or module, developed by Episerver or Episerver partners, to extend the
capabilities of Episerver. A developer (or someone with administrative access rights) installs most add-
© Episerver 2018
22 | Episerver CMS Editor User Guide 18-2
ons. See Episerver World for installation, configuration, and customizing details for each add-on.
When they are installed on the website, you can add some of the add-ons as gadgets to the dashboard
or to the navigation or assets panes in edit view.
Working in On-page editing view
On-page editing is what you see when accessing the edit view in Episerver. From here you can
instantly start editing content; the areas that are available for editing are highlighted. The available areas
depend on how the page type was defined and each area is set up with a property type which controls
what you can do with each area. One area can, for example, have an image property type and is
intended for images; another area can have a page description property and is intended for text
describing the page. This means that you will have different editing options when clicking an area,
depending on the area's type of property. Typically for a page, you can edit page name, description, the
main editorial area, and perhaps a content area with blocks.
© Episerver 2018
Getting started | 23
Areas and properties available for editing are implementation-specific, and depend on
the type of property and how the rendering is built on your website.
EXAMPLE: Editing a page through on-page edit
This example describes how to edit a page, but the procedure is similar when editing blocks or catalog
content if you have Commerce installed.
1. Select the page to edit from the page tree in the navigation pane.
2. Click an area to edit (property names will be displayed on mouse-over).
3. Make your changes by updating the content properties as needed. See also: Using the rich-text
editor.
© Episerver 2018
24 | Episerver CMS Editor User Guide 18-2
4. Your changes are automatically saved, and a draft version of the content (page, block and so on)
is created.
5. At any time, you can access the preview option at the top to see what the published version will
look like.
6. When done, publish the content or apply any of the other options described in Publishing and
managing versions.
Editing additional properties
The on-page editing view contains a number of properties which are reached by scrolling to the very top
of the page with the wheel on your mouse. These are called basic info properties and can be used to add
a simple address, set access rights for a page or to change the name in the URL and so on.
Not all properties are available in the on-page editing view; to see all properties, switch to the All
Properties editing view.
© Episerver 2018
Getting started | 25
Working in All properties editing view
The All properties editing view provides editing access to all properties available for content, including
those that are not available in the On-page editing view. Select All Properties
in the toolbar to
access these additional properties.
Areas and properties available for editing are implementation-specific, and depend on
the type of content on your website. This topic describes some tabs and properties as
they appear in the Episerver sample templates.
Global properties
If you have content in multiple languages on your website, some properties may be locked for editing in
a specific language. These properties are “globally shared” and you can edit them only in the master
language. See Translating content.
Basic info properties
The top gray area displays the basic informational properties which are also accessible in the on-page
editing view. This area appears in the All Properties editing view.
Property
Name
Description
The name of the page. Depending on the implementation, this may be the
heading of the page, and it is also shown in the page tree structure and
menus.
Name in URL
The page URL is automatically created based on the name of the page and
its place in the navigation. It depends on the implementation if this is visible
in links on the website. If you copy a page, the URL of the original page is
copied with a number added to it. Change this if you create new content
based on existing page copies.
Changing the URL for an existing page may cause broken
links.
© Episerver 2018
26 | Episerver CMS Editor User Guide 18-2
Property
Simple address
Description
This is a unique URL that can be added to frequently requested pages on
your website, letting visitors locate the page simply by typing the simple
address name directly after the main URL of the website. Providing, for
example, products as a simple address lets you find the page just by entering the URL (for example, http://www.company.com/products) in the
address bar of the browser even if the Products page is located further down
in the navigation tree. You can use the Simple address report to manage
simple addresses for your website.
Display in nav-
Deselect this option for pages that you do not want to be visible in nav-
igation
igation structures or menus on the website.
Visible to
Indicates if public access to the content is restricted. Click Manage to
change these settings as described in Setting access rights from edit view.
Languages
Shows available languages for the content. If you have multiple languages
on your website, see Working with multiple languages.
ID, Type
Shows the unique ID set by the system and the type of content on which the
content is based.
Tools
Under tools, you find the following options:
Language Settings. Used to set fallback and replacement
languages, see Fallback languages.
Manage Expiration and Archiving. Used to set published content
as expired and for archiving content, see Setting expiration of
content.
Permanently Mark as Being Edited. Used to notify editors that
someone is working on the content item. See Working with shared
content.
Tabs
All other properties are organized using tabs. These can be added and modified in code and from the
administrative interface.
Content tab
The Content tab contains properties for entering the main content, when editing a page or a block in
CMS, or catalog content if you have Episerver Commerce installed.
© Episerver 2018
Getting started | 27
Property
Category
Description
Categorization of content is useful in filtering functionality for search, navigation and listings. You create a category in the administrative interface
before you can apply it to content in edit view.
Note: A category is a built-in property in Episerver CMS. You can apply a
category to content, but your website also needs customized functionality to
display the resulting outcome, such as in a filtering. Also, do not confuse
content categories with Commerce categories; see Creating a catalog
entry.
Main body
Example of a rich-text editor property, for adding editorial content such as
text, images and links. See Using the rich-text editor.
© Episerver 2018
28 | Episerver CMS Editor User Guide 18-2
Settings tab
The Settings tab is default and contains a set of built-in properties for managing publication dates, sort
order and shortcuts.
Property
Description
Published, Created
System-generated timestamps for the content that rarely need to be
and Modified
changed.
Update modified
Select this check box if you have made significant changes to the content
date
and want the system to update the modification date and include the content
once more, such as in a subscription send-out.
Sort subpages and
Defines the sort order for pages in the page tree structure and navigation
sort index
menus. See Structuring the website.
Shortcut
Creates menu or navigation links. A shortcut will not display any content of
its own, instead it becomes a menu option linking directly to some other content on the same website or on an external website. Click Manage to add a
shortcut for the page.
© Episerver 2018
Getting started | 29
Property
Description
The following shortcut types are available:
No shortcut. Creates a link that displays the content you have
created. By selecting this, you can also reset the page after using
other types of links.
Shortcut to page in Episerver CMS. Links to another page on the
same website. A visitor who clicks this link is transferred to the page
you have linked to, and kept within the same navigation menu
structure.
Shortcut to page on another website. Creates a link to an external
page or to a document on the server. Include the entire URL address,
including http://.
No shortcut, display text only. Creates a heading with no link in the
menu, without displaying any information or link to another page.
Fetch content from page in Episerver CMS. Creates a link to
another page from which content is retrieved into the original page
within the same navigation structure. Useful when re-using content on
the website, in which case you only need to maintain it in one place.
© Episerver 2018
30 | Episerver CMS Editor User Guide 18-2
From the administrative interface, you can customize and configure default values for selected
properties, or to make certain properties mandatory for editors to fill in. See Properties in the
CMS Administrator User Guide.
Commerce-related content
On an e-commerce website, content can be catalog entries such as products and variants if you have
Episerver Commerce installed. Editing this type of content is similar to the editing of pages and blocks
in CMS. See Managing content in the Commerce user guide.
Assets
Assets can be content of the type media files, images, documents, blocks or products from the
catalogs in Episerver Commerce. Assets are available from the assets pane in both CMS and
Commerce, making it easy to drag-and-drop items, such as images, blocks or products into a CMS
page.
You can work directly with content from the assets pane, such as edit images or blocks, or create
folders to organize content items. The context menu will provide different options depending on the type
of assets selected. How to work with content items in the assets pane is described in the sections
Folders, Media and Blocks.
By default, the assets pane in a standard Episerver installation will contain Blocks and
Media with the addition of Catalog entries for Episerver Commerce. Since the assets
pane is a plug-in area, there might be other asset types available in your installation.
Folders
Folders in the assets pane in Episerver are used for organizing content, such as media files (images,
videos and documents), and blocks. You can have folders with content that can be shared between all
websites in a multi-site scenario, or you can have folders with content that will only be available for a
specific website, or a page or block.
© Episerver 2018
Getting started | 31
Media and blocks share the same folder structure. This means that if you create a folder
under Media, the same folder is also created under Blocks.
Depending on your implementation, you may have the following predefined folders:
For All Sites. This is called a global folder. Its content is available to all pages and blocks for all
websites in a multi-site installation.
For This Site. This is called a site-specific folder. Its content is available only on the current
website (regardless of it is a single or multi-site installation).
For This Page or For This Block. This is called a local folder. Its content is available only for a
specific page or block and cannot be accessed from other pages or blocks. It is useful, for
example, if you have images for a specific purpose which must not be used elsewhere.
© Episerver 2018
32 | Episerver CMS Editor User Guide 18-2
If you have saved an image in the local folder and then copy the page content, including
the image, and paste it into another page, you may still see the image in the page.
However, this is due to browser caching, the image is not copied to the new page's local
folder and the link is in reality broken.
Local folders are not available for catalog content in Episerver Commerce.
Creating, renaming and moving folders
To create a new folder, select the desired folder in the structure under which you want to add a
new folder. Select New Folder in the context menu, and provide a name for the folder.
Select Rename in the context menu for the folder you want to rename, and enter a new name.
Use drag-and-drop or Cut/Paste to move folders in the structure.
Renaming or moving folders does not cause any broken content links on your website,
but might break incoming links from other websites or indexing from search engines.
Deleting folders
Select the folder you want to delete, and select Move to Trash in the context menu. The folder with its
content will be moved to Trash, from where it can be restored. Local folders cannot be deleted.
Since blocks and media files share the same folder structure, removing a folder affects
both the block and the media structure. You are notified about existing references to the
content, before removing it.
© Episerver 2018
Getting started | 33
Setting access rights for folders
The predefined global folder is available to everyone by default. Local folders inherit the access rights
from the content (page or block) to which they are associated. It is possible to define access rights for
specific folders in a structure. Setting access rights for folders is done from the admin view in Episerver,
in the same way as for pages in the page tree structure.
Managing folders in multiple languages
Folders are not language specific, and the folder structure for blocks and media will look the same
regardless of the language selected under the Sites tab in the navigation pane. This means that you
cannot create language versions for folders, but you can use a language code when naming them.
Media
Media in Episerver are an image, a document (such as a pdf document or a Word document), a video or
mp3 files. Media is managed from the media library on the Media tab in the assets pane where you can
create folders and upload media files. You can then make use of your media by dragging them into an
Episerver CMS page or a block, or associating them with a product in Episerver Commerce.
© Episerver 2018
34 | Episerver CMS Editor User Guide 18-2
Searching for media
Use the search field at the top of the pane to enter search criteria and retrieve media files. Clicking a
search result expands the folder where the file is located. To browse for media files, click a folder to
expand the folders and content beneath it.
© Episerver 2018
Getting started | 35
Uploading media
Media files are most easily uploaded through drag-and-drop from a file location on your computer to the
upload area. You can also click directly in the upload area to add files. Or, you can select Upload Files
in the context menu for the target folder to which you want to upload files.
Publishing media
If your system has not been configured to automatically publish media files when they are uploaded,
you must manually publish, or schedule for later publishing, media files just as with other items.
There are a few important things to know regarding publishing of media files:
If media files should be automatically published on upload, you must have
Publish access rights for the folder where you upload the files. See Access
rights in the CMS Administrator User Guide.
When a media file is automatically published, it may be immediately indexed by
search engines and can thereby by found in searches. This is worth
remembering if you are uploading sensitive information that should not be
accessible until a set time, such as an annual report.
If a content approval sequence has been set on your media folder, or if you have
a project enabled when uploading media, media files are never published
automatically.
Inserting media
You can add links to uploaded media files, or insert images and embedded media such as videos. See
also: Adding links, Adding and editing images and Adding embedded media.
Previewing media
Media files in list views are represented by thumbnail images. Common image file formats are rendered
for preview by default in Episerver, but other rendering formats can be developed.
Downloading media
Select the desired media file in the Media structure, and select Download in the context menu. Or, if
you are previewing the media file, select Download this file from the Options combo button.
Editing metadata for media
Available metadata fields depend on the implementation; images can have photographer, description
and copyright information. Select Edit for the desired media file in the Media structure, and then the All
Properties editing view to edit the metadata properties.
© Episerver 2018
36 | Episerver CMS Editor User Guide 18-2
Renaming media
Select the media file in the Media structure and then the All Properties editing view, and change the
Name and the Name in URL.
Renaming a folder or media file changes its URL. This does not break internal links on
the website, but incoming links from external websites may break.
Replacing media
To replace an existing media file with another, upload a new file with the exact same name to the same
folder as the file you want to replace. A replaced media file is published immediately, affecting all places
on the website where the file is used.
When replacing images, the changes may not be immediately visible due to website
caching. Refresh the page to see the changes.
Managing media file versions
Versions for media files are managed in the same way as for other types of content, that is, by using the
Versions gadget. See Publishing and managing versions.
Blocks
Blocks are pieces of content that can be reused and shared between websites, while being maintained
in one place only. Typical types of content blocks are campaign teasers and banners, videos, news
feeds and contact forms. Just like for pages, you can have different block types, such as an editorial
block, or a form or page listing block.
Blocks are managed from the Blocks tab under the assets pane in Episerver CMS, where you can
create new blocks and organize them in folders. You can then utilize blocks by dragging them into the
content area of Episerver CMS pages. You can manage block versions like other types of content, and
blocks can also be personalized to be displayed for selected visitor group.
© Episerver 2018
Getting started | 37
Use the search field at the top of the pane to enter search criteria and retrieve blocks. Clicking a search
result will expand the folder where the block is located. To browse for blocks, click a folder to expand
the folders and content beneath it.
Creating a block
To create blocks, editors must have Create access rights on the root directory of the
website.
Creating a block from the Blocks tab in the assets pane
When using this option, the block is saved in the block folder structure, and it is available for other
© Episerver 2018
38 | Episerver CMS Editor User Guide 18-2
pages on the website.
1. Select the folder in the structure under which you want create a block, and select New Block in
the context menu, or click the Add button.
2. Select the block type among those that are available, and provide a name for the block.
3. Depending on the type of block, add content as appropriate.
4. Publish the block immediately or schedule for publishing later. Unpublished blocks are not visible
to visitors, and appear dimmed out in edit view when added to a content area.
Creating a block directly from a content area
When using this option, the block is saved in the For this page folder for the selected page, which
means that it is not available on any other pages on the website.
© Episerver 2018
Getting started | 39
1. Click Create a new block in the content area, from the On-page or the All properties editing
view.
2. Select the block type among those that are available, and then name the block.
3. Depending on the type of block, add content as appropriate.
4. Publish the block immediately or schedule for later publishing.
When creating a block, clicking Back takes you back to the page or block you were previously working
on.
Editing a block
Changes made to a block that is being used in content on the website affect all
© Episerver 2018
40 | Episerver CMS Editor User Guide 18-2
instances where the block is used.
You can edit blocks directly from the content area where it is being used, or from the Blocks tab in the
assets pane.
1. Select the desired block to edit, and select Edit in the context menu.
2. Depending on the type of block, change the content as appropriate.
If you want to rename the block, use the All Properties editing view.
3. Publish the block immediately or schedule for the changes to be published later.
Using blocks in content
Blocks can only be added to content areas that support blocks. In edit view, select the desired block in
the assets pane, and drag it into a content area of a page. A green frame indicates where it is possible to
add blocks on the page.
You can add several blocks to the same area. Drag the block above or beneath an existing block, and
drop it when the separator appears. The blocks can be rearranged later. It is also possible to add blocks
to a content area from the All Properties editing view.
© Episerver 2018
Getting started | 41
Like blocks, pages from the page tree can also be dropped into a content area.
Depending on how the page template is built, the content of the selected page is
rendered in the content area.
Blocks can also be added to a rich-text editor area through drag and drop.
© Episerver 2018
42 | Episerver CMS Editor User Guide 18-2
To remove a block from a content area, select Remove from the context menu.
You can personalize blocks to display targeted information to selected visitor groups,
see Personalizing content. Personalized blocks are not displayed in the edit view.
Select a content area to display personalized blocks.
You cannot link to blocks since they do not have a web address (URL). However, you
can create links to other pages and media files if the block contains the rich-text editor
(XHTML string property).
Arranging blocks in a content area
You can change the display order of blocks by rearranging them in the content area, through drag-anddrop, or by selecting Move up or Move down in the context menu.
© Episerver 2018
Getting started | 43
Displaying blocks in different styles
You can select display options for blocks on a page in different sizes and styles. The rendering of
blocks needs to have built-in support for managing different widths, in order for the content to be
properly displayed.
The following options are available:
Automatic. Select this option to display the block using an appropriate built-in style option
selected by the system.
Manually. Select this option to display the block using the specific style option, such as Full,
Wide, or Small presets for the specific context where the block is used.
Moving, copying and removing blocks in folders
Moving, copying and removing a block works in a similar way as for pages by using the context menu.
Since blocks and media files share the same folders, removing a folder from the tree structure affects all
© Episerver 2018
44 | Episerver CMS Editor User Guide 18-2
content within the folder. If any block or media within a folder is used on the website, you are notified
about the usage before the content is moved to trash.
A block is no longer available on the website once it is moved to trash. You can see
removed blocks by selecting View Trash from the context menu of the block gadget.
Versions, content languages and access rights for blocks
Versions for blocks are managed in the same way as for other types of content. When you
update the properties for a block, a new version will be created, which will be listed in the
versions gadget. See Publishing and managing versions.
Content languages for blocks are managed in the same way as for other types of content, see
Translating content.
Access rights can be defined for creating and viewing blocks. This is done directly for a specific
block in the All Properties editing view, or for an entire block structure from the admin view. From
code it is also possible to restrict the block types that can be added to a content area. See
Setting access rights from edit view in this user guide and Access rights in the
CMS Administrator User Guide.
See also Self-optimizing block in the online help.
Roles and tasks
Episerver is designed for interaction with website visitors, and collaboration between users. A user in
Episerver is someone working with different parts of the platform. A user can belong to one or more user
groups and roles, depending on their tasks and the size and setup of the organization. Typical roles and
related tasks are described below. See Setting access rights in the CMS Administrator User Guide to
configure user groups and roles in Episerver.
Visitor
A visitor is someone who visits the website to find information or to use available services, on an ecommerce website possibly with purchasing intentions. Purchasing on an e-commerce website can be
done "anonymously" (payment and shipping details provided), or by registering an account. Visitors
may also contribute to website content as community members, which usually requires registration of
an account profile.
Community member
Content may be added by visitors or community members, if social features and community
functionality are available for the website. This content includes forum and blog postings, reviews,
ratings and comments, in which case there might be a need for monitoring this type of content on the
© Episerver 2018
Getting started | 45
website. Monitoring can be done by an editor, or a specific moderator role for large websites and online
communities.
Content editor
A content editor is someone with access to the editorial interface who creates and publishes content on
the website. Content editors with good knowledge of the website content work with search optimization
for selected content in search results. Editors may also want to follow-up on content with unusually high
or low conversion rate to update or delete this content.
Marketer
A marketer creates content and campaigns with targeted banner advertisements to ensure customers
have consistent on site experience of the various marketing channels. Furthermore, the marketer
monitors campaign KPI to optimize page conversion. A marketer with good knowledge of the website
content may also want to monitor search statistics to optimize search for campaigns and promote
content.
Merchandiser
A merchandiser typically works with stock on an e-commerce website to ensure that the strongest
products are put in focus. This role also creates landing pages, sets product pricing, coordinates crossproduct selling, oversees delivery and distribution of stock, and deals with suppliers. This user wants to
identify search queries with unusually high or low conversion rates, to adjust the search or the product
line.
Website owner
A website owner is someone with overall responsibility for the content and performance of one or more
websites. This user monitors website activities such as page conversions, customer reviews or sales
progress. Rarely creates content but can be involved in the approval of content created by others. A
website owner may have administrative access rights and may install selected add-ons on the website.
Administrator
An administrator works with configuration of various system settings from the administration user
interface, including search, languages, user access rights and visitor groups for personalized content.
Administrators may also install add-ons on the website. Administrators usually have extended access
rights compared to other user groups, and can access all parts of the Episerver platform.
Developer
A developer is someone with programming skills working with the setup and implementation of the
website, and maintenance and development of new functionality. Creates the content templates for
© Episerver 2018
46 | Episerver CMS Editor User Guide 18-2
pages, blocks and catalog content used by editors in CMS and Commerce, configures e-commerce
settings, and manages the index and customized search features in Find. Developers may also install
add-ons on the website.
Finding content
Follow these tips to find Episerver content within edit view.
What you know
Action
Content location within
Use the page tree structure or the blocks and media assets pane and
page, asset or block
select content.
structure
Content location on the
Use the preview option, navigate to the content on the website.
website
Content is associated
Use the projects gadget or, if you are using the projects feature, the pro-
with a project
ject overview or the project items navigation pane.
Text within content title
Use the global search in the global menu or the search fields at the top of
or body
the navigation and assets panes.
The global search can search all types of content on the website
(depending on the configured search provider).
Search fields in navigation and assets panes search for content in
respective pane and related dialogs.
See Search.
© Episerver 2018
Getting started | 47
What you know
A page's status (for
Action
Use the Tasks tab to find all content in that status.
example, draft)
Content was edited
Use the Recently changed status in the Tasks tab or the Recent gadget.
recently
See also: Managing gadgets.
© Episerver 2018
48 | Episerver CMS Editor User Guide 18-2
Creating content
Content can be pages or blocks in Episerver CMS, or catalog entries in Episerver Commerce. This
topic describes creating types of content in Episerver.
Creating a page
You create a page from page types that contain the properties where information is added.
1. In the page tree structure, select the page under which you want to add the new page.
2. Select New Page from the context menu or the add button on the toolbar.
3. Select a page type from the list of available page types, and provide a name for the page.
4. Add information in the various properties available for editing, such as the rich-text editor if this is
part of the selected page type.
5. Preview the page before sending it for approval or publishing it.
Creating a block
You create a block in a similar fashion as a page.
1. Select Create new block from the Blocks tab in the assets pane, or from the add button on the
toolbar, in which case you are prompted to define a location for the new block.
© Episerver 2018
Creating content | 49
2. Select a block type from the list of available blocks.
3. Provide a name for the block.
4. Add information for the block.
You can also create a block directly from content areas in pages.
If you add a block directly from the content area, it is saved in the For this page folder,
which means that it is available only on the selected page and cannot be used on other
pages.
Commerce-related content
On an e-commerce website, content can be catalog entries such as products and variants if you have
Episerver Commerce installed. The creation of this type of content is similar to the creation of pages
and blocks in CMS. See Managing content in the Commerce User Guide.
Editing content using the rich-text editor
The TinyMCE rich-text editor is a property where you can enter information such as text with
formatting, images, tables and links to other content. The rich-text editor is used for both pages and
blocks in Episerver CMS, and for catalog content if you have Episerver Commerce installed.
The Episerver sample templates come with a selection of activated editor functions (buttons). You can
activate additional buttons from the administration view. You can drag and drop blocks into the editor
area, and pages from the page tree to create links. Spell checking is available from the browser you are
using, or through the Spell checker add-on from Episerver.
© Episerver 2018
50 | Episerver CMS Editor User Guide 18-2
Formatting
The Styles option displays a drop-down list with predefined style formats retrieved from the CSS style
sheets on the website, to be used when formatting text.
You can extend the styles list to include specific formatting for an introduction text, a predefined table
layout, or to position images with floating text in the editor area.
Copying and pasting
When you copy and paste text from external sources, you want to avoid including undesired formatting
tags. Work with plain text, or only use the Copy from Word option when copying from properly
formatted Word documents.
Toggle paste as rich or plain text pastes the text as rich text by default; toggle to
paste as plain text. Use keys Ctrl+v or Cmd+v to paste the text. Then use predefined
styles to format the text as desired.
Paste from Word keeps the formatting from the Word document. Use keys Ctrl+v or
Cmd+v to paste the content into the Paste from Word window, and click Insert to insert
the content into the page.
To transform the text formatting from Word into the website’s style, the headings and
body text must be formatted using available template styles in Word. When you copy
and paste text from Word, a ”heading 2” in Word is converted into the ”heading 2” using
the website styles.
Keyboard shortcuts
The following standard keyboard shortcuts are supported in the rich-text editor:
Command
Select all
Shortcut keys
Ctrl+a or Cmd+a
© Episerver 2018
Creating content | 51
Command
Shortcut keys
Undo
Ctrl+z or Cmd+z
Redo
Ctrl+y or Cmd+z
Bold
Ctrl+b or Cmd+b
Italic
Ctrl+i or Cmd+i
Underline
Ctrl+u or Cmd+u
Copy
Ctrl+c or Cmd+c
Cut
Ctrl+x or Cmd+x
Paste
Ctrl+v or Cmd+v
H1–H6 headings
Ctrl+1–6 or Cmd+1–6
Paragraph break
Enter or Control+o
Line break
Shift+Enter
Depending on customizations and the browser you are using, certain shortcuts may not
work as described.
Adding links
Links are used on websites to link to content. In Episerver CMS, the following link types are available
by default.
Page. Links from one page to another on the same website.
Media. Links to images, documents and other media files stored on the web server.
Email. Links to create an email message with the linked email address entered.
External. Links to content on other websites or media on file shares.
Anchor. Links to sections within a page, allowing readers to jump between topics on a page.
You can also use shortcuts, a specific type of link used for navigation and reusing existing website
information. See All Properties editing view.
© Episerver 2018
52 | Episerver CMS Editor User Guide 18-2
Creating a link
You can create a link in the rich-text editor through drag-and-drop (pages and media files), or by
selecting text and clicking the Insert/edit link button in the toolbar, which displays the Create link
dialog box.
Link title displays as descriptive text for the link, such as on mouse-over.
Open in lets you display the link in a new window, often used for links to external sources.
Language lets you link to a specific language version for content. Automatic directs visitors to
the detected browsing language version.
Overview of creating different types of links:
Create link:
to page in CMS
How to:
Detailed info, see:
Drag and drop from page tree.
Linking to a page on the
or
same website
From Create link dialog box, select Page or
External link.
to page on another
From Create link dialog box, select External
Linking to a page on an
website
link.
external website
to file in CMS
Drag and drop from Media folder.
Linking to files in Media
© Episerver 2018
Creating content | 53
Create link:
How to:
Detailed info, see:
or
From Create link dialog box, select Media.
to file on file server
From Create link dialog box, select External
Linking to files on a file
or another website
link.
server or an external website
to email address
From Create link dialog box, select E-mail.
Linking to an email
address
to specific location
Insert anchor from toolbar, and then from
on a page (anchor
Create link dialog box, select Anchor.
Creating anchor links
link)
from image
From Create link dialog box, select any of the
Linking from an image
Page, Media, E-mail or External link option.
Linking to a page on the same website
You can create internal links in two ways:
Place the cursor in the rich-text editor where you want the link, and drag the desired page from
the page tree into the location. The page name becomes the link name (which you can edit, if
needed).
Or, select the text where you want the link in the rich-text editor, and click Insert/edit link. In the
Create link dialog box, you can select the Page option and browse to a page to link to, or select
the External link option and paste a web address (URL) to a page on your website. If you
choose the External link option, Episerver automatically converts the link to an internal link.
Remaining URL
The Remaining URL field is used to add, or edit, query string parameters. A query string is a dynamic
part of a link and is not related to the website structure. It can be data from a logged in user, data from a
form submission, search result data and so on. A typical URL containing a query string can look like
this: http://www.alloyexamplesite.com/Search/?searchQuery=reseller. The query string parameters
(in bold) following the URL open the search results for "reseller".
To create an internal link containing query string parameters, create the link in the Create link dialog
using the External link option and pasting the entire web address with the query strings parameters or
using the Page option. In that case, browse to the page and then add the query string parameters under
Remaining URL.
© Episerver 2018
54 | Episerver CMS Editor User Guide 18-2
Linking to a page on an external website
Select the text where you want the link in the rich-text editor, click Insert/edit link, and use the
External link option to enter the web address to the website to link to, such as
http://www.alloyexamplesite.com.
If you create an external link to a page found on the website you are working on, for example, by copying
and pasting a URL from the website, Episerver recognizes this and automatically converts it to an
internal link. If the link contains query strings parameters, the query string parameters can be edited in
the Remaining Url option. See Linking to a page on the same website.
Linking to files in Media
You can create links to media in the Media folder in two ways:
© Episerver 2018
Creating content | 55
Place the cursor in the rich-text editor where you want the link, and drag the desired file (PDF,
Word and so on) from a Media folder into the location. The filename becomes the link name
(which you can edit, if needed).
Select the text where you want the link in the rich-text editor, click Insert/edit link and use the
Media option to select a media file to link to.
You can create a link to any type of document, but the behavior when a website visitor
clicks the link depends on the file format and the settings of the visitor's computer.
Linking to files on a file server or an external website
Select the text where you want the link in the rich-text editor, click Insert/edit link and use the External
link option to add the path or URL to the file to link to. For a file server, enter the complete path including
the computer name, and the filename with file extension. The file storage network location must be
properly accessible for this to work. Valid external prefixes are http, https, ftp and file.
Linking to an email address
Select the text where you want the link in the rich-text editor, click Insert/edit link and use the email
option to enter the email address to link to. When you click the link, the default email client opens with
the email address entered in the address field of the email.
Linking from an image
Select the image in the rich-text editor, click Insert/edit link and add a link using any of the Page,
Media, External link or Email options.
Creating anchor links
When you add an anchor, first create the anchor and then add the link to it from the Create link dialog
box.
1. Place the cursor in the text in the rich-text editor where you want to place the anchor.
2. Click Insert/edit anchor and enter a name for the anchor. Do not use special characters or
spaces.
3. Select the text in the rich-text editor where you want the link to the anchor.
4. Click Insert/edit link and use the Anchor option to select the anchor to link to.
Link properties
The following examples show common implementations of link functionality on websites, with
functionality similar to what is described for the link dialog above.
© Episerver 2018
56 | Episerver CMS Editor User Guide 18-2
Image link
When you add images to content areas intended for images or blocks and so on, instead of adding the
image in the rich-text editor, you can use an image link property which lets you select an image from a
folder in Media, automatically placing it properly in the content area. See Adding and editing images.
Link collection
A link collection is a property where you can manage a group of links.
You can create links by dropping pages or media files in the link collection area, or by creating links
through the link dialog. You can create links for pages, media files, external sources and email
addresses. You can move links to change the order in which they appear.
© Episerver 2018
Creating content | 57
You can also edit the displayed name of the link.
© Episerver 2018
58 | Episerver CMS Editor User Guide 18-2
Linking to catalog entries
If you have Episerver Commerce installed, the link dialog box contains an option to select items from
the product catalog when you create links. See Manage content in the Commerce user guide.
Adding and editing images
A web page does not embed images, instead it links to the media library where images are stored. To
display images in content, the images must be available in a folder in the Media structure. You can edit
images inside Episerver using the Image Editor, providing basic image editing features such as
cropping, resizing and transforming.
© Episerver 2018
Creating content | 59
Adding images to content
Images often are added to content through an image link property, where you simply select an image
from a folder under the Media tab, and the image is automatically placed and displayed in the content.
You can also add images to the rich-text editor or content areas in pages or blocks, through dragand-drop directly from Media, or by using the toolbar in the rich-text editor:
1. Place the cursor in the editor area where you the image.
2. Click the Insert/edit image button on the editor toolbar.
3. Enter an Image description for the image. The image description is important when a reader has
turned off the display of images in the browser or when a visually impaired user is using a screen
reader.
4. Type a Title for the image. The title is shown when the reader moves a mouse over the image.
5. Select the desired image in the Media folder structure.
6. Click Insert.
Editing images
Do one of the following to access the Image Editor options:
In the rich-text editor, click the image and then select Image Editor in the toolbar.
Locate the desired image in Media, and select Open in Image Editor from the context menu.
© Episerver 2018
60 | Episerver CMS Editor User Guide 18-2
Image editing features include cropping, resizing and transforming:
Image editing
Crop
Description
Enter values for Top, Left, Width and Height, or draw a selection in the
© Episerver 2018
Creating content | 61
Image editing
Description
image to crop. Note: Remember to click Apply to save the changes before
proceeding.
Resize
Enter values for Width and Height, or move a corner handle to resize, keep
Constrain proportions selected to retain the image proportions. Note:
Remember to click Apply to save the changes before proceeding.
Transform
Flip or rotate the image, or select Grayscale to convert to grayscale.
Preset values
Apply preset values for cropping and resizing, if such values are configured
for the website.
You can save an edited image file as a copy, or replace the original file:
Save as a copy. If the image was selected in a page or block, the copy is saved in the local
folder. If the edited image was selected in the media structure, the (renamed) copy is saved in
the same folder as the original.
Replace original image. This action affects places on the website where the image is used.
Selecting the Edit option in the context menu for an image lets you edit the metadata,
which for an image can be photographer, description and copyright information and
such. See Media.
Removing images from content
For an image in:
an image property, click the remove option.
a content area, select Remove in the context menu.
the rich-text editor, click the image and delete it.
Removing an image makes it disappear from the content, but it remains in Media.
Changing image properties
You can control the display of images in the rich-text editor through a set of properties.
Some of these properties (Dimensions, Vertical/Horizontal space and Border) are not
© Episerver 2018
62 | Episerver CMS Editor User Guide 18-2
supported in HTML5. If your website is configured for HTML5, you do not see
unsupported properties in the dialog box.
1. Select the image you want to change in the editor area.
2. Click the Insert/edit image button on the editor toolbar.
3. On the General tab, you can change the Title and Image description. Click Update to save
your changes.
4. On the Appearance tab, you have the following options of positioning images in relation to text.
Click Update to save your changes.
Option
Description
Dimensions Change the display size of an image. Ensure that Constrain proportions is
selected to keep the image proportions. Enter the width of the image in pixels,
and the height is changed accordingly.
Class
Select a CSS class if any are available for positioning images on your website.
Or, select an option in Alignment to manually position the image.
Vertical
Add a value in pixels for the space between the image and the surrounding text
space and
if it is not handled by the CSS class. For example, this might be useful if you
Horizontal
have a large amount of text on a page and want to place an image in the top
space
right corner with the text floating around it with some space padding between
the image and the text. The preview window lets you see the result of the
different options you choose.
Border
Add a value in pixels for the image border if it is not handled by the CSS class.
Style
In the Style field, you can add inline styling. However, it is recommended to
use CSS classes.
5. On the Advanced tab, you can change any of the following. Click Update to save your
changes.
Option
Description
Alternative
Add images for mouse over and/or mouse out. Browse to select the images in
image
the media library. For best results, these images need to have the same size
proportions in pixels.
ID
Set a unique identifier for the image that you can reference by style sheets or by
© Episerver 2018
Creating content | 63
Option
Description
a JavaScript providing additional functionality.
Language
Set the language direction (left to right or right to left) for the description, title
direction
and other text attributes specified for the image.
Language
Set the desired language if you have an image showing content in a different
code
language than the actual page. Enter the standard language code format, such
as it (Italian), es (Spanish), en (English) and so on.
Image map
Associate an image map with the image. Image maps map certain areas of an
image to links or other actions. There is currently no built-in way to create image
maps in TinyMCE.
Long
Type a link to provide a longer image description than what fits in the
description description field. Most visual browsers do not support this feature; this is
link
primarily an accessibility feature.
Adding embedded media
Adding embedded media to content works in the same way in both Episerver CMS and Episerver
Commerce. Embedded media can be, such as a video or Flash animations. Just as with images, the
embedded media must be available on the Media tab to link to the media file as described in Managing
media. The most common file formats are supported on the Episerver CMS sample site. For information
about other formats such as Quicktime, Windows Media, and Real Media, see available accessibility
coding standards.
Depending on the type of media you select on the General tab, the attribute options
vary on the Advanced tab. For information about Flash movie attributes, see available
accessibility coding standards.
Insert embedded media as follows:
1. Place the cursor in the editor area where you want to insert your video or animation.
2. Click Insert/edit embedded media
on the editor toolbar.
3. In Type, select the type of media and associated format, such as Flash, Quicktime or Windows
Media. Flash is the default.
4. In File/URL, browse to select the media file in the File Manager.
© Episerver 2018
64 | Episerver CMS Editor User Guide 18-2
5. In Dimensions, set the dimensions of the movie in pixels. Ensure that Constrain properties is
selected to keep the proportions of the movie.
6. Click Insert and the media is linked into the page.
Advanced settings
By selecting the Advanced tab, you can work with advanced media settings (background color,
alignment and options for the display of media) as follows:
Advanced options
Setting
ID
Description
Set a unique identifier for the media. The ID can be referenced by CSS style
sheets or by a JavaScript providing additional functionality.
Align
Position the display of the media on the page.
Background
Select a background color for the media by using the following options:
Picker, Palette or Named.
Click Apply to apply the background.
V-Space and H-
Enter the horizontal and vertical space in pixels to surrounding objects.
Space
Flash options
Setting
Quality
Description
Set the quality for the Flash movie to display. Specifies how to prioritize
playback speed and appearance.
Scale
Set the scale to specify how the movie adapts when displayed in a specified
area.
WMode
Set the Window Mode property of the Flash movie for transparency, layering,
and positioning in the browser.
SAlign
Specify how the movie aligns in the browser window.
Auto Play
Select to make the movie play automatically when the page is opened.
Loop
Select to make the movie repeat indefinitely. If unselected, the movie will
stop when it reaches the last frame.
© Episerver 2018
Creating content | 65
Setting
Description
Show Menu
Select to display the menu.
SWLiveConnect
Select to make the browser start Java when loading the Flash Player for the
first time.
Base
Specify a base directory or URL used to resolve all relative path statements
in the Flash Player movie. This attribute is helpful when your movies are kept
in a different directory from your other files.
Flash Vars
Set the root level variables to be sent to the movie.
Adding dynamic content
Add dynamic content to a page by retrieving it from different properties for a page. The source of the
dynamic content can be text in the “main body” field (the editor area on a page), or the date when a page
was saved.
For example, you can use dynamic content to display company facts and figures that are reused on
multiple pages of a website. You can also combine dynamic content with a visitor group; see
Personalizing content.
Dynamic content is not enabled by default. An administrator must enable it in the
administration view. If it is not enabled, you will not see the Dynamic content button on
the editor toolbar.
Add dynamic content from a Page Property as follows:
1. Open the page or block where you want to add the dynamic content and click the Dynamic
content button
on the editor toolbar.
2. In the Dynamic content window, select the plug-in that you want to use as a base for your
dynamic content. An Episerver CMS standard installation includes the Page property plug-in,
which is used in this example.
3. In Page to insert content from, select the page in the tree structure from which you want to
display the data.
4. In Property to insert content from, select the property on the page from which you want to
display data. In this example, you fetch data from the Main body property of a page.
5. Optional: In Personalization settings, you can click + to select the visitor group you want to
have access to the dynamic content.
© Episerver 2018
66 | Episerver CMS Editor User Guide 18-2
6. Click OK. The dynamic content appears as a box in the editor area. When this property is
updated, all dynamic instances of the property in the content are automatically updated.
© Episerver 2018
Creating content | 67
7. Preview the content and publish, or schedule for later publishing.
Editing dynamic content
You can cut, copy and paste dynamic content boxes in the editor area, just as you can with any other
object. Select the “box” with dynamic content in the editor area, and click the Dynamic content toolbar
button to edit. To delete, select the dynamic content box you want to delete and click Delete.
Cut and copy for a dynamic content box in the editor area may work differently
depending on the browser you use. You may have to use the cut and copy editor toolbar
buttons, or the right-click and cut and copy of your browser, instead of the keyboard
keys. If you have trouble placing the cursor immediately before or after a dynamic
content box in the editor area, try using the keyboard arrow keys instead of the mouse.
© Episerver 2018
68 | Episerver CMS Editor User Guide 18-2
Built-in forms functionality (Legacy)
Forms are a key element of many websites to collect information to provide a better user experience.
Some examples of forms are Contact us, Sign up for our newsletter, Sign up for an event, and Apply for
a job.
This topic describes the built-in forms functionality in Episerver CMS which is available through a form
property. The form property is added to a page template or a block during implementation. On the
Episerver sample site, the forms functionality is made available through a Form block.
You can still use this functionality on older versions of Episerver but we recommend that you use the
block-based Episerver Forms add-on. The block-based approach to web forms has the following
advantages:
Re-use. You can re-use blocks with existing content to create new forms.
Customized rendering. You can customize rendering of forms and form elements because you
can customize rendering of blocks, including renderings for display channels, personalization,
multi-language, and permissions.
Using the built-in forms functionality
Locate the Forms property (its location depends on your system configuration), and click the button to
access the Select Form dialog, the "entrance" to forms management.
© Episerver 2018
Creating content | 69
Managing forms
Forms are administered in the Select Form dialog box, from where you can view all web-based forms
on the website, organize them in folders and use them in content. You can place forms in a selected
folder when you edit or create them. You can delete form folders but you can only delete empty folders.
Click Edit to edit an existing form. You can save the existing form with a new name to keep the
original.
Click Delete delete a form. You can also delete forms from within the Edit Form dialog box.
Click Select to select a form, and then Use to use the selected form in content.
Click No Form to remove a link to a form that is currently used in content.
Creating a form
Start by creating the layout, then add the desired form fields. Complete the form by providing a name
and defining the usage, then save it to become available for linking into content.
1. Creating the layout
Table Layout lets you add rows and columns as desired to design the form. The table must contain at
least one cell (row or column) before you can add any form fields.
Click Insert Row to insert a row above the row that is currently selected.
Click Add Row to add a row at the bottom of the table.
© Episerver 2018
70 | Episerver CMS Editor User Guide 18-2
Click Delete Row to delete the selected row.
Click Insert Column to insert a column to the left of the selected column.
Click Add Column to add a column to the far right of the table.
Click Delete Column to delete the selected column.
2. Adding form fields
After creating the basic layout, click Form Fields to add the fields. Click a cell in the layout, and select
the desired type of field to add. You can also drag a desired property into the selected form table cell.
You can add only one field in each table cell. Depending on the selected field type, properties are
displayed for values to be entered. Save your changes when done with a set of field properties.
© Episerver 2018
Creating content | 71
Common form field properties
Field property
CSS class
Description
Apply a CSS class (format) for the field (the class must exist in the CSS files
for the website).
Name (mandatory)
Identifies the field in the database, and is not visible to visitors. You can use
the same name as for the Heading field.
Only characters A-Z, a-z, 1-9 and _ are allowed.
Heading
Indicates what should be entered in each form field.
ToolTip
The tooltip appears when you place the cursor over the form field.
© Episerver 2018
72 | Episerver CMS Editor User Guide 18-2
Field property
Description
Value must be
Select this check box if you want a value to be mandatory. If a value is not
entered
entered in the field, an error message appears that refers primarily to the
Heading in the field. If you do not have a heading, it refers to whatever you
have entered in the Name field.
Validate as
Checks whether a form field value is entered using the correct format, for
example an email address, a date format or various types of numbers.
Form field types
Field type
Description
Text box
Short text information placed on one row.
Text area
Larger amount of free text, you can define number of characters and rows.
Drop-down list
Adds a drop-down list field type to select options from.
In the Options group, specify available alternatives.
Enter a Name for the option and a Value to identify the field in the
database.
Check Preselected to indicate an option that will be selected by
default.
You can change the order in which the options are displayed in the
list.
Radio button
Adds options where only one can be selected (compare to check box).
Use Placement to display radio buttons horizontally or vertically.
In the Options group, specify available alternatives.
Enter a Name for the option and a Value to identify the field in the
database.
Check Preselected to indicate an option that will be selected by
default.
You can change the order in which the options are displayed in the
list.
Check box
Adds options where multiple selections are allowed.
Use Placement to display radio buttons horizontally or vertically.
In the Options group, specify available alternatives.
Enter a Name for the option and a Value to identify the field in the
database.
© Episerver 2018
Creating content | 73
Field type
Description
Check Preselected to indicate an option that will be selected by
default.
You can change the order in which the options are displayed in the
list.
Button
Adds a button which will send the form when clicked.
Enter a Button text be displayed on the button.
In Result from sending, select an option for managing the form data
when sent:
Save to database saves the information in the database to be
retrieved from there.
In Send email to this address, enter the email address where
the message will be sent. You can add several recipients by
entering the email addresses separated by commas.
In E-mail address of sender, enter the sender’s address for the
message sent.
In E-mail subject, enter the heading for the message subject
box.
In Send to specified URL, enter the web address for the
information to be sent for further handling.
Heading
Adds a heading describing what should be entered, for example to explain
sections of large forms.
Horizontal rule
Inserts a horizontal rule into the form, for example to split large forms into
sections.
3. Completing the form
When you complete the form, enter values for the following form properties:
Form property
Name of form
Description
This name will be shown in the forms list, and in the subject row in any
email messages sent.
Form folder
The location where the form is stored.
Form can be sent
Allows anonymous visitors to post the form. If deselected, visitors need to
© Episerver 2018
74 | Episerver CMS Editor User Guide 18-2
Form property
Description
without logging in
be logged in to the website to post the form.
Same person can send
Allows the same person (that is, computer user) to post the form multiple
the form several times
times. If deselected, the form can be posted only once per computer.
Page shown after the
Link to a confirmation page following a form posting.
form is sent
When completed, click Save and Close to return to the Select Form dialog. Click Use to link the form
to desired content.
Viewing and exporting form data
If you chose to save the form data in the database as a posting result, the aggregated form data can be
retrieved for viewing and exporting. Open the content (page or block) where you have linked to the form
in the All Properties editing view, and locate the Forms property. Select the View data option to access
the form data.
Forms data displayed is aggregated from all instances (page or block) where the form is used, if needed
select a date interval to filter the data and click Search.
© Episerver 2018
Creating content | 75
Before exporting, you can clean up the data by deleting any incorrect postings. Select the postings to
export (click Select all to include all), and select the desired format to export to:
Export to Excel exports the data to a Microsoft Excel file.
Export to XML exports the data to an XML file.
Exporting forms
You can export forms between Episerver CMS websites. When you export a form, an XML file is
created, which is then imported to the other website. Select a form to edit, go to the Import/Export tab,
and click Import or Export.
© Episerver 2018
76 | Episerver CMS Editor User Guide 18-2
Managing content
Content can be pages and blocks in CMS, or product content from the catalog on an e-commerce site.
Content can also be assets such as images and videos, or documents in Word or PDF format.
Episerver has a sophisticated version management features, allowing multiple editors to work with draft
versions, before approving and publishing the content.
Content on a website can originate from different sources, depending on where on the site and by whom
it was created.
Editors and marketers, or merchandisers can create content internally, on an e-commerce
website.
A visitor community member can create content externally through interactive social features on
the website, if these are available.
You can preview draft content before publishing, so that you can verify the content before publishing.
When working with personalization, you can preview content the way it appears for different visitor
groups. To further limit access to content that is work-in-progress, you can also set access rights for
content from the edit view.
If you have content in multiple languages on your website, Episerver has advanced features for
managing translation of content into additional languages, including the use of fallback and replacement
languages.
Commerce-related content
See Managing e-commerce-related content in the Commerce User Guide, if you have Episerver
Commerce installed.
Optimizing content to improve search
See Working with content to optimize search in the Find User Guide, if you have Episerver Find
installed.
Working with multiple languages
Many large websites display content in several languages. Episerver has powerful support for multilanguage management, including the possibility to translate content into a wide range of languages,
defining fallback languages for non-translated content, and switching language for the editorial user
interface.
© Episerver 2018
Managing content | 77
How does Episerver know which language to display to visitors? Episerver enforces the language to be
visible in the URL, in the path or the domain part of the URL. When a website visitor selects a language
option (if available), content in that language appears. Alternatively, the preferred content display
language may be detected by the browser used by the visitor. If content does not exist in a selected
language, a fallback procedure may be applied.
Enabling content languages
Usually a website has a default or "master" content language set up at the time of installation. In
addition to the master language, your website may be set up with multiple other content languages. An
administrator enables languages; see Managing website languages in the Episerver Administrator User
Guide.
Administrators can also set up different access rights to different languages. This means that you may
have access to English and French content, but not to German and Spanish.
See Translating content to translate CMS content into different languages.
You can also use the Languages add-on for translating content.
User interface languages
The Episerver user interface is available in a number of different languages. To set the desired user
interface language for CMS, click your user profile name in the upper right corner. Select My Settings >
Display Options tab. At the Personal Language drop-down, select the language of your choice, and
click Save.
Commerce and multiple languages
See Multi-language management in the Commerce section to work with multiple languages if you have
Episerver Commerce installed.
Episerver Find and multiple languages
See Optimizing multiple sites and languages to work with multiple languages if you have Episerver Find
installed.
Translating content
When an administrator has enabled the desired language, you are ready to translate existing content, or
create new content in a specific language. Content here can be, for example, pages or blocks on an
Episerver CMS website, or product-related content on an e-commerce site. When a language is enabled
in Episerver, content properties that are not global are available for translation. See also: Global
properties.
© Episerver 2018
78 | Episerver CMS Editor User Guide 18-2
To prevent editors from accidentally creating content in the wrong language, access
rights can be set differently for different languages by an administrator. If this is
implemented, you can only edit and create content in languages to which you have
access.
See also: Languages add-on to extend the functionality in Episerver for translating content into multiple
languages.
Switching language and viewing language versions
To switch language in CMS, go to the Sites tab in the navigation pane and select the desired language
to work with. The user interface reloads, displaying the page tree in the selected language.
If your master language is English and you switch to Swedish, all pages that are not yet translated into
Swedish are displayed in italics in the page tree and with the en language code for English. Pages that
exist in Swedish are displayed in normal font.
© Episerver 2018
Managing content | 79
To view only pages that were translated, select Show Content in Current Language Only from the
page tree's Settings button. This filters out all other language versions. You can also use this option in
the assets pane and in the Versions gadget to view blocks and versions in the current language only.
When you show content in one language only, you can move pages to another location
in the page tree structure by drag and drop or copy and paste, but it is not possible to
sort pages. Sorting is disabled since sorting in one language, where you may not see all
pages, can cause unexpected results in other languages.
© Episerver 2018
80 | Episerver CMS Editor User Guide 18-2
The setting Show Content in Current Language Only is enabled for each pane or
gadget instance individually. This means that you, for example, can add the Versions
gadget twice and display only the current language in one of the instances and all
languages in the other.
You can also switch languages by selecting the desired language in the Header, when editing
translated content in the All Properties view. The user interface reloads, displaying the content in the
selected language.
When you translate content, you can use the Versions gadget to see the different language versions for
the content. By selecting a language in the version list, you can also switch to editing in another
language using the switch option in the notification bar.
© Episerver 2018
Managing content | 81
You can search for all language versions for some content by typing a keyword in the search field for
Pages or Blocks in the assets pane.
Previewing content in different languages
Using the view settings in the “eye”
in the top menu, you can preview and edit content in one of the
languages that are available for translation on the website.
© Episerver 2018
82 | Episerver CMS Editor User Guide 18-2
Deleting language versions
To delete one or more language versions for content, select Delete Version or Delete All [language]
Versions from the More options button in the Versions gadget.
Deleting one or more language versions cannot be undone.
Translating existing content
The Sites tab displays the languages available for content creation, with the default language for the
website at the top. Languages that are enabled on the website but are not enabled for editing, are shown
in italics.
Translating a page
By default, all pages in the tree structure are displayed in the Pages tab, including those that are not
translated. These are shown in italics. To only see pages for the chosen language, select Show
Content in Current Language Only.
Do the following to translate a page:
1. Under the Sites tab in the navigation pane, select the desired target language for translation. The
interface reloads, and you are taken to the Pages tab.
2. In the page tree, select the desired page to translate, and then click Translate in the notification
bar at the top. Or, select Translate in the context menu for the page in the page tree.
© Episerver 2018
Managing content | 83
3. You can use the compare view
to translate in one pane while seeing the original version
in the other pane at the same time.
4. Edit the content and follow the content publishing flow to save and publish the translated page.
Translating a block
You can access language versions for blocks from Blocks in the assets pane. By default, all blocks are
displayed, including those that are not translated; these are shown in italics. To only see blocks for the
chosen language, select Show Content in Current Language Only.
To translate a block:
1. Under the Sites tab in the navigation pane, select the desired target language for translation, and
the interface reloads.
2. Expand the assets pane and select Blocks.
3. In the block structure, select the desired block to translate, and then the Translate option in the
context menu.
© Episerver 2018
84 | Episerver CMS Editor User Guide 18-2
4. You can use the compare view
to translate in one pane while seeing the original version
in the other pane at the same time.
5. Edit the content and follow the content publishing flow to save and publish the translated block.
Global properties
Depending on your implementation, some properties may be “globally shared” and you can edit them in
the master language. These properties are marked as non-editable when editing the content in another
language. Switch to the default language if you need to edit these. The default language is usually the
first language listed next to Languages in the header when editing in the All Properties view.
© Episerver 2018
Managing content | 85
Creating new content in another language
To create content in a language other than the “master” language, select the desired language under the
Sites tab. Then select the page branch or folder where you want to create the content, and create a new
page or a new block. Add content and follow the content publishing flow to save and publish.
Commerce and multiple languages
See Multi-language management in the Commerce user guide for information about working with
multiple languages if you have Episerver Commerce installed.
Fallback languages
For many multi-language websites, only parts of the website content exist in all available languages
because translations may not be ready, content is not relevant for a specific language, or that some
content should display in a defined language.
You have the following options:
Unless a fallback or replacement language is defined, content is invisible to visitors browsing
the website in a language into which content is not translated.
Define a fallback language, in which the content appears until the content is available in the
desired language.
Define a replacement language, in which content appears regardless of the language in which
the content exists. If you define a replacement language for some content, a fallback language
does not apply.
© Episerver 2018
86 | Episerver CMS Editor User Guide 18-2
Fallback and replacement languages may cause mixed languages to be displayed on
the website.
Setting fallback and replacement languages
Fallback and replacement languages are defined from the All Properties edit view, when editing a page
or a block and then selecting Tools and Language Settings.
Language settings are inherited from the parent page. If you are redefining language
settings for a subpage to a parent page with language settings defined, you need to
deselect Inherit settings from the parent page “xxx” in the Language Settings
dialog, to define settings for the subsection.
EXAMPLE: fallback language
In this example, the master website language is English, and Swedish, Danish and Norwegian are
enabled languages. Content is first created in English, and then translated into Swedish, Norwegian and
Danish in that order. Swedish is used as first fallback for Norwegian and Danish. If content does not
exist in Swedish (not translated yet), then a second fallback language English is applied.
© Episerver 2018
Managing content | 87
EXAMPLE: replacement language
This example shows a multi-language website with a legal information section with content that should
be displayed in English. To ensure this, a replacement language is applied for the legal information page
branch.
© Episerver 2018
88 | Episerver CMS Editor User Guide 18-2
Another scenario for using replacement language is when you have started to translate content on your
website, but do not want to have mixed languages until translation is completed. When translation is
ready, you simply remove the replacement language.
See also
Translating content about translating CMS content into different languages.
Languages add-on in the online user guide about extending the functionality in Episerver for
translating content into multiple languages.
Visitor groups
Visitor groups is one way of working with in Episerver, using built-in functionality. You can, for example,
design a product banner specifically for first-time visitors, or for visitors from a geographic region or
market.
You can create your own visitor groups using a set of visitor group criteria. Visitor groups must first be
created to become available for selection when applying personalization. There are numerous visitor
© Episerver 2018
Managing content | 89
group criteria available across the Episerver platform; see Administering visitor groups in the
CMS Administrator User Guide.
Personalization with visitor groups
You can personalize any type of content in the rich-text editor and in a content area. Personalize part of
a text, an image, or a block in the rich-text editor, or personalize an image, a block or a page in a content
area, if you have these in your web pages.
If you have multiple visitor groups, a visitor may match more than one visitor group. You then can use
personalization groups to group content to avoid displaying the same content twice, and display
fallback content to visitors who match no visitor groups.
The preview option in the top menu lets you preview the personalized content as the different visitor
groups will see it, before publishing.
Applying personalization
In the rich-text editor
1. Open the page for editing, and select the content you want to personalize in the editor area.
in the editor toolbar.
2. Click Personalized Content
3. Select one or more visitor groups from the list.
© Episerver 2018
90 | Episerver CMS Editor User Guide 18-2
4. Preview the personalized content to verify the result.
In the content area
1. Open the page for editing, and select the content you want to personalize in the content area.
2. Select Personalize from the context menu.
3. Select one or more visitor groups from the list.
© Episerver 2018
Managing content | 91
4. Preview the personalized content to verify the result.
Editing and removing personalization settings
In the rich-text editor
Click edit for the personalized content, and update the personalization settings, or select Remove
Personalization.
In the content area
Expand the desired Personalized Group section and click the desired visitor group link to edit the
settings. To exclude content from personalization, drag it outside the group, or select Move Outside
Group in the context menu.
EXAMPLE: displaying content to multiple visitor groups without fallback
In the rich-text editor
© Episerver 2018
92 | Episerver CMS Editor User Guide 18-2
The non-personalized text at the top of the rich-text editor in this example is always displayed. The
personalized text appears only to visitors matching any of the visitor groups UK visitors and US
visitors.
In the content area
In this example, Returning visitors see one block, and First time visitors see another. Visitors that
do not match any group do not see anything in this content area.
EXAMPLE: displaying content to multiple visitor groups with fallback
You want to display specific price information to visitors from the UK and US, and other price
information to visitors from other countries. To avoid displaying price information twice for visitors from
the UK and US, you need to use a personalization group for fallback content.
© Episerver 2018
Managing content | 93
The order in which the personalized content is placed within a personalization group
does not matter, but placing the fallback content at the end makes it easier to follow the
personalization flow.
In the rich-text editor
Select the fallback price information text and personalize it without selecting a visitor group. Instead
create a Pricing personalization group and apply this.
Personalize the price information texts for the UK and US visitor groups, and also include them in the
"Pricing" personalization group. The personalization group appears to the right.
© Episerver 2018
94 | Episerver CMS Editor User Guide 18-2
Now the personalization for this content is matched within the same personalization group.
In the content area
This example shows pricing information as individual blocks, and the Default pricing is the fallback
content displayed to visitors from other countries than the UK and US. Select Personalization in the
context menu for a block to create a personalization group, and drag the other blocks into the group.
© Episerver 2018
Managing content | 95
Personalize each block within the group by applying the appropriate visitor group. Use the Everyone
option to display the fallback content displayed to visitors not matching any visitor group.
Providing access to content using visitor groups
Administrators can also grant access to specific content using visitor groups. For example, the
administrator can make a page or a block accessible only to visitors from the UK, by providing access
for the UK visitors visitor group; see Access rights in the CMS Administrator User Guide.
© Episerver 2018
96 | Episerver CMS Editor User Guide 18-2
Monitoring visitor group activities
You can monitor visitor group activities by following the number of visits to personalized content. The
result appears using the visitor groups statistics gadget on the Episerver dashboard; see Gadgets.
Personalizing Commerce content
If you have Episerver Commerce installed, there are additional visitor group criteria available specific for
e-commerce scenarios. See Commerce-specific criteria in User Guide.
Personalization using add-ons
You can also work with content personalization through marketing automation connectors, if you have
for example Marketo installed on your website. See examples in the following.
You can watch the following demonstration video, Personalizing content with Episerver
and the Eloqua database. (2:15 minutes)
You can watch the following demonstration video, Personalizing content with Episerver
and HubSpot. (2:34 minutes)
You can watch the following demonstration video, Personalizing content with Episerver
and Marketo. (2:56 minutes)
Previewing content
In Episerver, you can preview content while you are editing to view content as visitors will see it when
published. The preview button
hides the surrounding on-page editing frames and panes and you
can navigate through your website.
The preview option can display different things depending on how you are working with Episerver CMS:
You are not using projects or you are using projects via the projects gadget. The preview
option displays the published version of each page, or if there is a newer draft, the primary draft
© Episerver 2018
Managing content | 97
version. You may have a draft version in a project that is not set to primary draft, in which case
the preview does not display the project version. Use the View settings > Projects option (see
table below for details) to view your website as if the items included in a project were published.
You are using the projects feature. The preview option displays the active project. If no
project is set as active, it displays the published version of each page, or if there is a newer draft,
the primary draft version.
Use View settings (the eye symbol
) to preview content with the following options:
View setting
Button
Description
options
Languages
Select a language to view the content as visitors using this language will see
it.
Visitor
View the content as the selected visitor group will see it.
groups
Media
Select a channel and/or a resolution to see the content as it will appear with
channels
the selected settings. The options are customized for your website.
© Episerver 2018
98 | Episerver CMS Editor User Guide 18-2
View setting
Button
Description
options
Projects
Navigate and view the contents of a project to verify the display before publishing.
Note: This option is not available if the projects feature is enabled. In that
case, the preview button displays the active project. To preview another
project, you need to change the active project.
You can combine previewing with the view setting options to display French content (for
example) as visitors using a mobile device and with German as preferred language will
see it.
Comparing versions
In the compare view in Episerver you can compare content and properties between specific versions to
see what has changed. When you compare content, the On-page edit view displays two page versions
side-by-side. Properties are compared in the All properties edit view.
© Episerver 2018
Managing content | 99
Toggle the Compare different versions button on
the toolbar to turn the compare view on and off.
The Select compare mode button appears in the
compare view and shows the selected compare
mode; that is, if you are comparing content or properties. This selection is sticky, which means that
whatever mode was used the last time you did a comparison is preselected the next time you turn on the
compare feature.
Click this button to display a drop-down menu where
you can change compare mode:
The notification bar displays two drop-down lists from which you can choose which versions to
compare. By default, the draft is shown in the left pane and the currently published version in the right.
All language versions of the content are listed by default.
Comparing content
When you compare content, the On-page edit view shows two versions side-by-side. You can scroll
and resize the panes.
When you edit a published version in the left pane, a new draft is created and displayed in the version
list. It works in a similar way as you edit content directly on the page, and when you are done, you can
publish a draft, or republish a previous version.
© Episerver 2018
100 | Episerver CMS Editor User Guide 18-2
Comparing language versions when translating content
The current language is selected in the language selector list, and you can filter the versions by
language. You can compare versions made in the same language, or in different languages.
By comparing versions made in different languages, you can translate the content in the left pane sideby-side with the published version of the current language. You can also jump between languages to
edit by selecting the current language in the version list of the left pane, and then switch language on the
notification bar.
© Episerver 2018
Managing content | 101
Comparing properties
When you select to compare all properties, the All Properties editing view displays the two compared
versions of the properties side-by-side. They are displayed in the same tabs as they usually are, with
the exception of the Basic info properties, which are displayed in a tab of their own instead of in the
Basic info area. Tabs that contain changes between versions are highlighted with a yellow digit; the digit
identifies the number of changed properties there are on the tab between the two compared versions.
In the compare properties view, the two property versions appear side-by-side. The latest version of the
property is shown first, to the left of or above the older version of the property. All properties that differ
between the two versions are highlighted with a yellow background.
© Episerver 2018
102 | Episerver CMS Editor User Guide 18-2
You can edit the latest version of the properties, and if you decide that you prefer the older version to the
newer, you can click Copy and the older version is used in the newer version also. When you edit a
published property, a new draft appears in the version list.
Setting access rights from edit view
Administrators generally manage website access rights from the administration view. However, if you
have administer rights, you can set access rights for a single page or a block from the edit view. This is
useful when you need to publish an item to verify the final result, but you do not want it to be publicly
visible. Setting access rights from the edit view only affects the selected item (page or block).
To set access rights, open the item in the All properties edit view (or scroll to the top of the page in the
on-page edit view). The Visible to option displays Everyone for content that is publicly available on the
website, and Restricted if access limitations apply.
© Episerver 2018
Managing content | 103
Click Manage to change the settings in the Access Rights dialog:
If access rights are inherited from the parent page, clear Inherit access rights from parent item, and
click Add Users/Groups to define new access rights. Add access rights as desired and save the
settings.
© Episerver 2018
104 | Episerver CMS Editor User Guide 18-2
For example, removing read access for Everyone, as in the example above, hides the published page
from the public, but it is fully visible and editable for the Site_Editors group (and Administrators).
You must belong to a group with Administer access rights to define access rights from
the edit view. This setting does not provide access to any other administration options
in Episerver CMS.
See Access rights in the CMS Administrator User Guide for information about working with access
rights in Episerver CMS.
Structuring the website
In the Episerver CMS, the page tree structure is located in edit view under Pages. At the top of the
structure is the root page, usually with one or more start pages directly underneath. The structure of the
website is made up of pages. By default, the page structure is reflected in the navigation menus. To
simplify navigation, limit the submenu structure to a maximum of three levels.
The page tree
By moving the mouse pointer over a page in the tree structure, information about the page appears,
such as ID and page type. A set of page tree symbols provides additional information about the
structure.
The root page.
Start page.
Published page. See Working with versions.
Page that links to another page on the same website. See Shortcut to page in Episerver
CMS under Shortcut in Working in All properties editing view.
Page that links to an external website or a specific address. See Shortcut to page on another
website under Shortcut in Working in All properties editing view.
Page containing a shortcut that is not linked anywhere; it only displays the text and is used to
create a heading with no link in the menu. See No shortcut, display text only under Shortcut
in Working in All properties editing view.
Page that fetches and displays content from another page on the same website. See Fetch content from page in Episerver CMS under Shortcut in Working in All properties editing view.
Container page used for storing other pages; not visible on the website.
Draft of a new page; not visible on the website yet. See Working with versions.
New page scheduled for publishing; not visible on the website yet. See Working with versions.
Expired page; not visible on the website anymore. See Working with versions.
© Episerver 2018
Managing content | 105
Page that is set to Ready to Publish. See Working with versions.
Page that is set to Rejected. See Working with versions.
Page is currently In review and must be reviewed and approved before it can be published. See
Content approvals.
Previously published page; not visible on the website anymore. See Working with versions.
Page locked for editing for the logged-in user.
Page being edited by another user. You can see who by hovering your mouse over the icon.
Published page. Note: This icon appears for project items; not in the Pages navigation pane.
See The projects feature.
You do not have the rights to publish this item or the specific item version does not exist anymore. Note: This icon appears for project items; not in the Pages navigation pane. See The projects feature.
Your website might be customized with other symbols implemented by the partner
developer.
Moving, copying and removing pages
Moving a page
Use drag-and-drop to move a page, or select Cut in the context menu for the page you want to move,
and select Paste for the destination page. You can also move pages by using keyboard commands
Ctrl+x or Cmd+x, and Ctrl+v or Cmd+v.
When you move a page, internal links are redirected to the new location and are not
broken. However, external links pointing to the moved page will be broken.
Copying a page
Select Copy in the context menu for the page you want to copy, and select Paste for the destination
page. You can also copy pages by using keyboard commands Ctrl+c or Cmd+c, and Ctrl+v or Cmd+v.
Subpages and associated media files in local page folders are copied also, and the links point to the
new copy of the page. Settings, such as dynamic properties and categories, are copied also with the
new page.
When you copy and paste a page under the same node, the Name in URL property of
© Episerver 2018
106 | Episerver CMS Editor User Guide 18-2
the copied page is typically named [Name in URL1], which you need to change after
copying.
Removing content
Removed folders, pages, blocks and media files are moved to trash, and are not publicly available on
the website. Remember to update any links to removed content. When you remove a page, all
underlying pages are removed also. See Deleting and restoring content.
Sorting page order in menus
The pages in the tree structure are sorted according to a predefined sort order. By default, the page that
was created most recently is placed at the top of the tree structure, for example, in news listings. There
also are other options for sorting, such as alphabetically or by sort index. The last option lets you control
the sorting through an index defined on each page.
The sort order is set for the parent page of a branch, and is inherited by the subpages:
© Episerver 2018
Managing content | 107
1. Select the parent page of the branch in the structure where you want to set the sorting.
2. Edit the page and select the Settings tab.
3. Select sorting criteria under Sort subpages.
4. Publish the page for the changes to take place.
Sorting according to sort index
If you want to control exactly how the pages in the structure are sorted, select the According to sort
index option for the parent page. Then give each child page a unique sort index number, and they are
sorted in ascending order according to their number, with the lowest number on top.
Change the sort order of pages by dragging the page and dropping it where you want it in the tree
structure. Sorting pages with drag-and-drop is only of interest for branches that are sorted with sort
index.
If you move a page into a branch that is not sorted according to sort index, you get prompted to
move the page and at the same time apply sort index as sort order for that branch. Confirm with
OK. When you drag a page into a new position in a page tree branch, the sort index is
automatically recalculated to fit the sort order of that branch.
If you drop a page under a different parent page (with sort index set as sort order), the page is first
moved or copied, and then sorted. The page remains in the tree in the position where it was first
dropped.
The pages that you move are saved again, meaning that you must have publishing
rights to use drag-and-drop for sorting. You also must have publishing rights for the page
branch with sort index to which you move a page.
Sorting according to sort index manually
You can set the sort index manually for each child page. Open the page for editing, select the Settings
tab and change the number in the Sort index box. The sort index number must be an integer, but there
are no other restrictions. Work with whole tens or hundreds to insert additional pages in between
existing ones in the structure. Publish the page to apply all changes to the structure.
© Episerver 2018
108 | Episerver CMS Editor User Guide 18-2
Deleting and restoring content
Episerver has advanced support for restoring deleted content such as pages, blocks, folders and media
files. When you remove content, you move it to trash; you do not delete it. From there, you can restore
the content or permanently delete it.
© Episerver 2018
Managing content | 109
Episerver Commerce does not support trash management when deleting catalog
entries.
Moving content to trash
Select the content to delete, and select Move to Trash from the context menu.
Content that is moved to trash is automatically unpublished from the website. When moving content to
trash, you receive a notification if the content is linked to from other content on the website, because the
deletion might result in broken links.
© Episerver 2018
110 | Episerver CMS Editor User Guide 18-2
Content versions are not supported by trash management. So, when deleting a version
in the versions gadget, the version is permanently deleted.
Restoring content
Select View Trash from the pane settings in the navigation or assets pane. Select the desired content
in the list and click Restore. The content is restored to its original place and republished. You must
restore content to edit it.
Deleting content permanently
Select View Trash from the pane settings in the navigation or assets pane. Click Empty Trash to
delete the trash content permanently (may require administrative access rights). You can automatically
empty the trash at a regular time interval using a scheduled job.
© Episerver 2018
Working with versions | 111
Working with versions
Episerver has sophisticated support for advanced management of content creation and publishing
involving multiple editors. The draft concept is central, ensuring that work-in-progress is never
externally exposed until it is actively published. The publishing options you see depend on the content
status and your access rights. Available actions, content status and notifications are indicated in the
status bar at the top.
Publishing involves steps from creating a draft to publishing the final version, and managing versions.
The steps apply to different types of content such as pages, blocks and media, or products if you have
Episerver Commerce installed on your website.
You can watch the following demonstration video, Video: Publishing content. (4:18
minutes)
See also: Controlling the publishing process.
Publishing actions
When you create or update content, you can perform a number of actions to create drafts, undo
changes, set content ready for review, publish directly or schedule publishing at a later stage, and so
on.
Creating drafts and autosaving
Whenever you create new content or edit existing content, a draft version is automatically created. This
is not publicly available on the website until actively published. Changes to content properties are
immediately autosaved by the system. Versioning is not used for drafts, which means that you and
other editors can work on the same draft over time but you still will have only one version of the draft.
You can manually create a draft from a previously published version or from a version that is scheduled
for publishing at a later time. This is done from the Options menu.
© Episerver 2018
112 | Episerver CMS Editor User Guide 18-2
Undoing and reverting to published
While editing, clicking the Undo option in the page information area lets you undo changes to content
that was previously autosaved.
Select Undo to discard the changes done since the last autosave.
You can only undo changes you have made during the current editing session.
As soon as you move to another page, close the browser, log out, and so on, the
history of actions that can be undone is emptied.
Select Redo if you discarded your changes through Undo and want to take them back again.
Select Revert to Published to take back the latest published version, if the content was
previously published.
Previewing and comparing
© Episerver 2018
Working with versions | 113
You can preview content appearance using the Preview mode option in the top toolbar. You can also
preview content by language, visitor group or display channel if these are used on your website; see
Previewing.
You can also compare different content versions by using the Compare version option in the top
toolbar; see Comparing versions.
Publishing
When done editing, click Publish? at the top and then Publish (or Publish Changes, if you are editing
previously published content). The content is immediately published and publicly available on the
website, provided that no access restrictions apply. Click View on website to view the content as it
appears on the website.
You can also republish on older version of a page, see Managing versions.
Setting Ready to Publish
If you do not have publishing access rights, or if you want your changes to be approved by someone
else before publishing, use the Ready to Publish option to mark the content as ready for approval and
publishing. Withdraw and Edit lets you take back content for further editing after sent for approval.
Setting Ready for Review
If your site is set up to use content approvals, your content may have to be approved by one or more
approvers before it can be published. In that case, you do not have the Publish? option, and you have
to set the content to Ready for Review when you are done. Doing this starts the approval sequence.
When all approvers have approved the content, you are notified and you can publish the content or
schedule it for late publishing. See Content approvals.
© Episerver 2018
114 | Episerver CMS Editor User Guide 18-2
Approving and publishing
If you have publishing access rights, you can approve and publish changes for content with the
status Ready to publish. You can also decide to reject the changes, in which case the content version
status is set to Rejected. This does not mean that the latest changes disappear, only that you need to
edit the content again before it can be ready for publishing. You can monitor content status and related
tasks under Tasks in edit view.
Scheduling for later publishing
If you have publishing access rights, you can schedule the publishing to occur at a later occasion.
Select the Schedule for Publish option, and set the date and time when you want the content (new or
© Episerver 2018
Working with versions | 115
updated) to be published. This applies to both newly created content, and changes to existing content.
Removing scheduling and creating new drafts
Content that is scheduled for publishing, is locked for editing. Select the Remove Scheduling and
Edit option to interrupt the scheduled publishing and continue editing the selected version.
Selecting New Draft from Here creates a new draft, based on the scheduled version, which is still
published at the scheduled time. You can continue working on the new draft, and apply publishing
actions for this, as desired. An advanced scenario would be to apply multiple publishing occasions for
different versions of a campaign page, having them replace each other in a desired order.
Managing versions
If you need to backtrack and use an older version of a page or if you are managing multiple language
versions, there are a number of tasks you can perform from the version list by using the More options
button found at the bottom of the version list in the versions gadget. Click the column headers to sort the
version list according to language, status and more.
You need to add the versions gadget to the navigation or assets pane to see the version
list.
Viewing versions
Content can have the following status in the version list:
© Episerver 2018
116 | Episerver CMS Editor User Guide 18-2
Draft. Content that is a work-in-progress and is not yet subject to any publishing actions.
Published. The most recently published version and the one publicly displayed. Only one
published version can exist.
In review. Content must be approved before it can be published. See Content approvals.
Previously Published. One or more versions that were published before the latest published
version.
Ready to Publish. Content awaiting approval and publishing.
Rejected. The content was set as Ready for Review or Ready to Publish and an approver has
rejected the content. You can edit and update the rejected content and then set it to Ready for
Review or Ready to Publish again.
Delayed Publish. Content scheduled to be published at a specified time.
Expired. Content where a stop publish date and time is set and passed. The stop publish date
applies to all versions of a page, which means that you cannot have one version of a page that is
expired and one that is published.
You can define the number of stored content versions in the administration view. The
default setting is 20.
Setting the primary draft
Versioning works differently if you are working with projects. For a more detailed
description on how Episerver handles versioning in projects, see Versioning when
working in projects.
The primary draft is the draft presented in edit view, when accessing the content. Multiple drafts may
exist, by default the latest saved edited version is the primary draft.
Use the Set as Primary Draft option in the version list to make another draft the primary one.
© Episerver 2018
Working with versions | 117
A content item that is not published can have only one draft. You can create multiple drafts from
published versions, each draft is editable individually and you can schedule for publishing at different
times. There are no versioning of drafts so there is only one version of each draft.
Editing and deleting versions
The content version selected in the version list is loaded into the editing area, from where you can edit
the content or perform other available publishing actions.
Select the Delete Version option to delete a version. Content versions are not supported by trash
management. So, when you delete a version in the versions gadget, the version is permanently deleted.
The version with status Published cannot be deleted, to do this another version needs to
© Episerver 2018
118 | Episerver CMS Editor User Guide 18-2
be published first. Deleting content versions cannot be undone. You can disable the
ability to delete versions in the administration view.
Managing language versions
If the selected content exists in multiple languages, language versions are displayed with a language
code. To filter versions for a desired language, select Show Content in Current Language Only in
the version list.
Republishing a version
To republish a previously published version, select the desired version from the Versions gadget and
select Republish from the Options menu. When you republish content, for traceability reasons, a new
version with a new timestamp is created, even if no changes were made.
© Episerver 2018
Working with versions | 119
You can only republish a previously published version if no approval sequence has been
defined on the content item. If an approval sequence has been defined, you must select
New Draft from Here, set the new draft to Ready for Review and then let the draft be
approved before it can be published.
Unpublishing content
Unpublished content in Episerver CMS is content that is not yet published or content that you for some
reason do not want publicly visible on the website.
There is no Unpublishing option in the user interface; instead, you have the following options to hide
published content from being publicly visible on your website:
Set the content item to expired if you want to keep it for reference or future use.
Remove the ' Everyone' access rights to it.
Delete the content item if you do not want to keep it.
Setting expiration of content
Normally, web content never expires, but you can set pages and blocks to expire at a certain time in the
future or immediately. Expired content is not displayed on the website but remains in Episerver CMS.
You can remove the expiration from the content to make it appear on the website again.
The expiration sets a stop publish date on the content and this date applies to all
© Episerver 2018
120 | Episerver CMS Editor User Guide 18-2
versions of the content. For example, if you set a page to expired and then create a draft
from the latest published version and publishes that draft, it will still be expired and not
displayed on the website. You must manually remove the expiration for the page to be
public.
Setting an expiration time is done in the All Properties editing view by selecting Tools > Manage
Expiration and Archiving. Select Now if you want expiration to apply immediately.
Archiving of expired content
Episerver has a built-in archiving feature where pages with a set stop publish time are automatically
moved to a defined archive branch when the time has passed. This is useful when you have news
pages in a listing where you want to remove old news from the listing, but still keep the pages in an
archive. Note that the expiration date is removed when the items are moved to the archive to make the
archive public.
Archiving expired content is done in the Manage Expiration and Archiving dialog box by selecting the
page branch to which you want to move the expired page.
© Episerver 2018
Working with versions | 121
Working with shared content
As soon as you start to edit content, the content is marked as currently being edited notifying other
editors to avoid version conflicts.
Mark as being edited
Even if content is marked as being edited, another editor can select the Edit Anyway option, and
continue working with the draft.
© Episerver 2018
122 | Episerver CMS Editor User Guide 18-2
Permanently mark as being edited
The currently being edited markup setting is automatically cleared after some time. To keep this setting,
you can set a permanently being edited markup through the All Properties editing view by selecting
Tools > Permanently Mark as Being Edited. This setting remains until manually disabled (toggle the
setting to disable).
A/B testing
A/B testing is an add-on for the . It requires a separate installation, but no additional
license. Contact your system administrator to find out more. See for technical
information.
A/B testing lets you create variations for a number of page elements (blocks, images, content, buttons,
form fields, and so on), then compare which variation performs best. It measures the number of
conversions obtained from the original (control) versus the variation (challenger), and the one that
generates the most conversions during the testing period is typically promoted to the design for that
page. A/B testing has several predefined conversion goals you can use when setting up a test, and it is
also possible for Episerver developers to create customized conversion goals.
You can watch the following demonstration video, A/B testing. (5:07 minutes)
© Episerver 2018
Working with versions | 123
How it works
Let's say you want to know whether a different advertisement can generate more interest from your site
visitors. Using A/B testing, you create two page versions with two different advertisements that link to a
target page. You set the A/B test to use the conversion goal Landing Page, which measures how many
visitors click on the advertisements and reach the target page.
1. When a visitor views your A/B test page, the visitor sees the original (A / Control) or the variation
(B / Challenger) version. A/B testing logs which version the visitor sees. If a visitor returns to the
test page, the visitor sees the same version (A or B) throughout the duration of the test.
However, if they clear cookies, and revisit the test page, they are considered a new visitor in the
test.
2. If a visitor clicks the advertisement, the target page appears and A/B testing logs the action as a
conversion.
3. When the test duration completes, the version that achieves the best results (that is, the most
clicks) is declared the winner of the test.
4. Depending on your site configuration, you can manually pick a winner (usually the one with most
conversions) or the winner is automatically published when the test completes. Test winners are
only automatically published if test results are statistically significant. For more information on
statistical significance on A/B tests, see the Statistical significance section below.
© Episerver 2018
124 | Episerver CMS Editor User Guide 18-2
Statistical significance
Statistical significance is a calculation that determines if test results can be considered “significant” or
not. It is a function of the number of views and conversions of the variants. So, if one version is winning
by a wide margin but has a relatively low number of views, it could still be calculated as the statistically
significant winner of the test. Whereas a test with a great many more views, but where the variants'
conversion rates run much closer, could have results that would not be considered significant.
Theoretically, statistical significance can be achieved at any point during a test. This is not done here.
A/B testing lets the test finish before running the calculation that determines if the results are
“significant”.
So, how many views are needed to ensure statistical significance? The answer is that it depends on the
margin of conversions the winning variant is winning by.
Confidence level
The confidence level set in Advanced options is used in the significance calculation to specify the
amount of variance the results can have before they are considered statistically significant. The higher
the confidence level you select, the more “sure” the calculation has to be that a variant is winning by a
statistically significant margin. This is saying how much standard deviation the calculation can have
before the results are viewed as significant. Typically, the more data in a test means that the standard
deviation goes down, and thus the confidence % in those results goes up.
Once the test has completed and results are calculated using the selected confidence level, the
reporting appears at the top of the Pick a Winner screen.
Starting an A/B test
1. Start with a published version of a page or block as the original (A / Control). For example, you
have a site devoted to air travel tips and want to get visitors interested in exploring your site. Will
a fancy graphic button get more click-through than a plain text button?
2. Create a draft by changing the button or making some other change to the page:
Image on version A / Control:
Image on version B / Challenger:
3. Select Publish? > A/B Test changes. Do not publish the changed page. The A/B test view
appears showing A / Control and B / Challenger thumbnail images.
If you are using Content approvals, set your draft to Ready for Review and let it be approved
before you start the A/B test.
© Episerver 2018
Working with versions | 125
© Episerver 2018
126 | Episerver CMS Editor User Guide 18-2
4. Configure your A/B test by setting the following options:
Option
Description
Test Goal
Enter your hypothesis for the test. This is for your information only.
Conversion
Select the conversion goal or goals that you want to measure. (Conversion
goal(s)
goals are also known as key performance indicators KPIs.) You can add up to
five conversion goals for the A/B test, and under Advanced Options, you can
decide if some goals are more or less important than others.
Landing Page. Select a target page to which visitor is taken when the
visitor clicks through. Only a click-through is counted as a conversion.
Site Stickiness. Select a target page and a timeout period (1-60
minutes). The A/B test counts a conversion if a visitor goes from the
target page to any other page on your website during the time period. If
the visitor closes the browser then opens your target page again within
the specified time period, a new page view is not counted. However, a
conversion is counted if the visitor goes from the target page to another
page during the second visit.
Time on Page. Enter a time in seconds. The A/B test counts a
conversion when a visitor stays the defined time on the test page.
Add to Cart. Select a product a site visitor can add to a cart. If a
visitor adds that product to a cart, it is counted as a conversion.
Average Order. Select this conversion goal to track completed orders
on each of the test pages. The conversion goal totals up the values of
all Commerce carts created by visitors included in the A/B test. The
test determines which page variant creates the highest average value
for all those carts when picking a winner. If a visitor creates multiple
© Episerver 2018
Working with versions | 127
Option
Description
carts, all the (purchased) carts are included in the total, which means
that the visitor can “convert” many times in the test duration. On
Commerce websites using different currencies, the test converts all
carts to the same currency.
Purchase Product. Select a product a site visitor can buy. If a visitor
buys that product, it is counted as a conversion.
Note: You need Episerver Commerce to use Commerce-related conversion
goals such as Add to Cart, Purchase Product, and Average Order.
Participation Enter the percentage of total amount of traffic to your A/B test.
percentage
If you set it at 100%, all website visitors participate in the test. Half of the test
participants will see version A, and half of them will see version B.
However, you may not want so many visitors to see version B if it includes
something that might be unsuccessful. You accomplish this by lowering the
percentage of visitors included in the test. Visitors not included in the test will
see version A. Only visitors included in the test count in the statistics.
Test
Specify the number of days you want the test to run.
duration
Start test
Select one of the options. You can stop the test at any time before the number
of specified days are done.
Start test immediately. Select this option and click Start Test after
you specified the test parameters.
Schedule for later. Select this option and a date picker appears.
Select a date and time to start the test. Click the Schedule Test
button after you specified the test parameters.
Advanced
Balance the importance of test goals. Select if one goal is more
Options
important, or less important, than the others. If two conversion goals
are set to High (or Low), it is the same as leaving them at Medium,
meaning they have the same importance and thus not weight the test
result. Similarly, if you add a single conversion goal, the selected
weight has no effect on the test result.
Confidence level. Select the confidence level of statistical
significance you want from the results that you gather. The higher the
confidence level you select, the more “sure” the calculation has to be to
determine that the winning variant is winning by a statistically
© Episerver 2018
128 | Episerver CMS Editor User Guide 18-2
Option
Description
significant margin.
5. Click Start Test if you set the test to start immediately, or Schedule Test if you scheduled the
test for later.
Viewing a running A/B test
1. To view a running A/B test, open the page you are testing, and click View Test on the notification
bar.
The test results are displayed, and a flame graphic shows which version is leading:
© Episerver 2018
.
Working with versions | 129
Beneath the two page thumbnails, you can view the currently collected test data, such as views,
number of conversions, and conversion rates. If you are measuring towards multiple conversion
goals, you see how each goal is performing and what weight each goal is given. If you are
measuring towards one goal only, you see the test data and a pie chart visualizing the
conversion rate. The conversion rate can be a percentage rate or an amount, if you are using the
Average Order KPI. (The pie chart is not displayed for Average Order KPI.)
A/B testing normally calculates the views as the number of times a page has
been displayed to a visitor. However, when you are testing a block, A/B testing
counts the number of times the block has been requested by Episerver CMS. If
you have a condition set on your block so it is only displayed to certain visitor
groups for example, a view may be counted even though the block has not been
displayed to a visitor.
Statistical significance of the test is calculated when the test is finished. Before
that, it is not possible to say whether the test results are significant or not.
2. You can select the following actions from the Options menu:
Pick The Winner. If you see enough data before the test completes, you can stop the
test and pick a winner. For example, perhaps the changed page is a clear runaway winner
such that another few days of testing may not significantly affect the result.
If you select Pick The Winner, the Pick the Winner view appears. The leader is
highlighted in green. Click Pick The Winner and it is automatically published. After you
select a winner, the loser is added to the Versions gadget as a historical artifact.
© Episerver 2018
130 | Episerver CMS Editor User Guide 18-2
Abort A/B test. Stop the test and discard the results.
Picking a winner
Depending on your site configuration, a test winner can be published automatically at the end of the
test, or you can publish it manually, during or after the A/B test.
Publishing a test winner automatically
An administrator can have set up your site to automatically publish A/B test winners at the end of a test,
if the test result is statistically significant. If this setting is enabled, it affects all tests on your site. As
soon as a test finishes, the test winner is published. However, if the test result is not statistically
significant, you have to manually publish one of the test versions.
Publishing a test winner manually
If you have publishing rights, you can publish a test winner while the test is running or wait until it
finishes.
1. To view a finished A/B test, open the page you are testing, and click Pick winner on the
notification bar.
The test results are displayed.
© Episerver 2018
Working with versions | 131
At the top of the test result screen, you can see if the results are statistically significant.
The test winner is highlighted with a green background and a trophy graphic:
. The Pick
The Winner button of the test winner is green, but you can publish either version.
Beneath the two page thumbnails, you can view test data, such as views, number of
conversions, and conversion rates. If you are measuring towards multiple conversion goals, you
see how each goal has performed.
2. Click Pick The Winner on the version you want to publish and it is published immediately.
The loser is still available in the Versions gadget.
© Episerver 2018
132 | Episerver CMS Editor User Guide 18-2
Managing A/B tests
You cannot edit the test settings or the content of a page while the test is running because you could
possibly invalidate the results. If you need to change the test settings or something on the test page,
you must cancel the test, make your changes, and start the test over. You can cancel the test from the
Options menu in the test view or from the test page. If you open a draft of the test page, the Options
menu is called Publish?.
Use the Tasks tab in the navigation pane to find A/B tests.
Scheduled Tests. Displays links to tests that
are scheduled to run at a later time.
Active Tests. Displays links to active test
pages that are collecting data. Click an item to
display the test page, where you can click the
View test link to display the snapshot of result
data.
Completed Tests. Displays links to completed
tests. Data is no longer being collected. A
winner has not yet been published.
Archived Tests. Displays links to completed
tests where a winner has been published.
For other statuses in the Tasks bar, see Controlling the publishing process.
© Episerver 2018
Working with versions | 133
Viewing completed and archived tests
In the Tasks pane, you can see all A/B tested pages by selecting Active Tests, Completed Tests, or
Archived Tests. (A completed test is a test that is finished but a test winner was not yet published. An
archived test is a completed test where a test winner was published.)
To view the individual tests run on a specific page, add the Archived Tests gadget to the navigation or
assets pane and open a tested page. The gadget displays all archived tests run on the current page.
Click on a test in the gadget to view the test details. See Managing gadgets about how to add and
remove gadgets to the edit view.
Setting default values for A/B testing
Administrators can set the default values and decide if a test winner should be automatically published
or not. See A/B Testing configuration in Tool settings in the CMS Administrator Guide.
© Episerver 2018
134 | Episerver CMS Editor User Guide 18-2
Controlling the publishing process
Large organizations with geographically distributed editors often benefit from process support when
creating, reviewing, publishing and translating content. Episerver is built for a distributed way of
working, with various options for managing content creation and publishing depending on the size and
setup of organizations.
The following features can be used to control the publishing process:
Content must be approved before it can be published
Content approvals is a way to make sure that content is reviewed and approved before it is
published. When an editor has finished working on a content item, the item is set to Ready for
Review. One or more appointed reviewers must then approve the content item before it can be
published. The reviewers are defined by an administrator in an approval sequence.
Changes must be approved before they are applied
Change approvals is a way to make sure that certain changes are reviewed and approved before
they are applied. The changes that are applicable for review are changes that affect how your
website looks to visitors, such as moving a page to another parent item in the structure (as that
can affect menus) or changes to access rights, language settings, or expiration dates.
Publish multiple related content items at the same time
The projects feature and the projects gadget let you preview and publish multiple content items
at the same time, such as a landing page, blocks and products (if you have Commerce installed)
that are part of a campaign.
Restrict publishing access rights
Access rights let you control what editors can do where in the content structure. A typical
example is to restrict the right to publish content to editor groups. This means that the publish
option is not available for editors. Instead, they use the Ready to Publish status option. You can
then view the content under Tasks.
Use the Tasks pane
The simplest way to monitor content creation activities is to use tasks. The Tasks option lists
changes to content filtered by content status.
© Episerver 2018
Controlling the publishing process | 135
You can use the following options for monitoring content creation and content approvals:
Option
Description
Draft
Lists all draft versions on the website.
Rejected
Lists all content items that are set as Ready for Review or Ready to
Publish but were declined. You can edit and update content in status
Rejected before you set it to Ready to Publish or Ready for Review
again.
In Review
Lists all content items that are set as Ready for Review. See Content
approvals.
Ready to Publish
Lists all content items that are set as Ready to Publish.
Marked as Being
Lists all content items that someone is currently working on.
Edited
© Episerver 2018
136 | Episerver CMS Editor User Guide 18-2
Option
Description
Recently Changed
Lists the last items that are changed for the website by you or any other
editor.
Awaiting Review
Lists the content items that you have sent for review and are in content
status In Review.
Declined Reviews
Lists the content items that you have sent for review and are declined
items in content status Rejected. As soon as the item is updated, it is
not displayed in this list anymore.
Approved
Lists the content items that you have sent for review and are approved,
Reviews
that is in content status Ready to Publish. As soon as the item is
published (or updated), it is not displayed in this list anymore.
Awaiting Your
Lists the content items that you are one of the designated approvers of.
Review
Approved by You
Lists the content items you have approved. As soon as the item is
published (or updated), it is not displayed in this list anymore.
Clicking on a content item in the filtered task list displays the item in the main area. Use the
versions gadget to see the version history for that particular content item. If you have publishing
access rights, you can decide upon further publishing actions from the versions gadget.
If you are using A/B testing, you see a number of tasks related to this feature in the Tasks list.
The available options under Tasks can also be configured specifically for your website by a
developer.
Content approvals
Content approvals is a way to make sure that content is reviewed and approved before it is published.
When an editor has finished working on a content item, the item is set to Ready for Review. One or
more appointed reviewers must then approve the content item before it can be published. The reviewers
are defined by an administrator in an approval sequence.
How it works
Sequences and reviewers
An approval sequence can be set up with any number of approval steps and any number of reviewers in
each step. The sequence is set up by an administrator; as described in Managing approval sequences
in the CMS Administrator Guide.
© Episerver 2018
Controlling the publishing process | 137
The approval sequence administrator also defines, for each step individually, who can approve a
content item. It is possible to have only one person as reviewer in a step, but it is recommended to have
at least two (per language) in case one of them is unavailable.
As soon as one of the reviewers in a step approves the content, that step is considered completed and
the item moves to the next step in the approval sequence. When a content item enters an approval step,
the reviewers in that step are notified by email and in the user interface that they have an item to
approve. The editor who started the approval sequence is notified when the last reviewer approves the
content item and it is set as Ready to Publish, or if an reviewer rejects the content item. When the
content is approved in all steps, it is automatically set as Ready to Publish, and anyone with
publishing rights can publish it.
The approval sequence overview is opened from a page's or assets folder's context menu:
Editors can normally view an approval sequence but not change it. If an administrator has set an
approval sequence on a node in the page tree, editors without administrator rights cannot by-pass the
approval sequence. The Publish button is replaced by a Ready for Review button, and setting a
content item to Ready for Review starts the approval sequence.
Content approvals on assets
Each page in Episerver can have its own content approval sequence. Assets, such as blocks and
media (and also forms and catalogs if you have Episerver Forms and Episerver Commerce respectively
installed), cannot have individual approval sequences. Instead, the content approval sequence is set on
each assets folder, and all assets in a folder have the same approval sequence set. Global and sitespecific assets folders can inherit their approval sequence from a parent folder, or an administrator can
define a unique sequence for it (or disable it completely so that assets in the folder do not have to be
approved). Local assets folders inherit their approval sequence from the page they are associated with.
See Folders for a description of global, site-specific and local folders.
What happens if I want to move folders or assets that have content approval sequences set?
Moving folders and assets that have content approval sequences set, works like the following
© Episerver 2018
138 | Episerver CMS Editor User Guide 18-2
descriptions.
Folders
Moving a folder to another global or site-specific folder. The folder keeps its original approval
sequence. You can move the folder even if items in the folder are in review.
Moving a folder to a local assets folder. The folder's approval sequence is changed to the local
assets folder’s sequence. You cannot move the folder if items in the folder are in review.
Assets
Moving an asset to a global or site-specific folder. The approval sequence on the asset is
changed to the new folder's approval sequence. You can move an item even if it is in review.
However, it continues its original content approval sequence until it is approved or rejected. After
that it has the same approval sequence as the new folder.
Moving an asset to a local asset folder. The approval sequence on the asset is changed to the
new folder's approval sequence. You cannot move the asset if it is in review.
The Blocks and Media folders in the assets pane are actually the same folders in the
software and share the same content approval sequences; the Blocks and Media tabs
in the assets pane are merely a way of filtering out blocks if you are in the Media tab and
vice versa. This means that if Adam is set as a reviewer on block folder Bunnies, Adam
is also a reviewer of all media in media folder Bunnies.
As a result, if you edit a block in the Bunnies folder which links to images in the media
folder Bunnies, and set the block to Ready for Review, the same content approval
sequence is triggered also for the images.
Forms and catalogs have their own structures, so even if you have a Commerce catalog
named Bunnies, it does not get the same content approval sequence as the Bunnies
folders for blocks and media.
If you are working on a multi-language site, items such as images that do not have a language set can
be approved by any reviewer (even by reviewers that only have access to a specific language).
Example: You have a site in English and German (where English is the master language) and you have
set up the approval sequence so that reviewer Julia is responsible for the German content items but not
the English items. You keep a folder with the two images Party_teaser_EN.png and Party_teaser_
DE.png for an English and a German version, and Julia is an designated reviewer in the approval
sequence on this image folder. Julia can then approve all images in the folder even if the Party_teaser_
EN.png is only used on English pages, which she does not have access to.
Assets added to an assets folder with a content approval sequence set are not auto published, even if
the auto publish option is set (see Auto publish media on upload in the CMS Administrator User Guide).
© Episerver 2018
Controlling the publishing process | 139
Multiple languages
If you have content in more than one language, each language must have at least one reviewer. The
administrator decides whether a reviewer can approve content for all languages or for specific
languages. Therefore, it is possible to have different reviewers for different languages.
Each language version can be set as Ready for Review and approved separately from the other
language version. This means that the German version of an item can be approved in three approval
steps and published before the French version has even passed approval step 1. See Translating
content to work with different languages.
Example: Content approval sequence with multi-languages
In this example, there are three reviewers in step 1, one for each of language (this is for simplicity only,
in reality you should have at least two reviewers per language). In step 2, there are two reviewers, who
have access rights to approve all languages. If one of the reviewers declines the content, that language
version is set as Rejected and needs to be set as Ready for Review again.
Approval rejections
If a reviewer does not approve a page and declines it, the page returns to being an editable draft (with
status Rejected). The responsible editor must update the page and set it to Ready for Review again.
The approval sequence then starts over, and the reviewer of the first step in the approval sequence
must approve it again, even if that reviewer had approved the first draft and it was a reviewer in a later
step who rejected the page.
Notifications and tasks
If you have started a content approval sequence by setting an item to Ready for Review, or is set as a
reviewer, you receive notifications in the user interface. The bell icon in the toolbar displays the number
of new notifications you have; click the icon to display a list of notifications. From the notification list,
you can go to the item that needs to be reviewed.
© Episerver 2018
140 | Episerver CMS Editor User Guide 18-2
If your system is configured to use email notifications, you will also receive an email; how often these
notifications are sent depends on the system configuration.
Notifications are
To:
sent when:
an item is set to
the reviewers in the first step.
Ready for Review.
Notification message:
"Awaiting your approval or one of Z
others. Step X of Y" (if there are
multiple reviewers in the step) or
"Awaiting your approval. Step X of
Y" (if there are only one reviewer in
the step).
an item was approved
the reviewers in the next step.
in a step.
"Awaiting your approval or one of Z
others. Step X of Y" (if there are
multiple reviewers in the step) or
"Awaiting your approval. Step X of
Y" (if there are only one reviewer in
the step).
all steps were
to the user who started the content
"The reviewed content has been
approved and the item
approval sequence.
approved and is now ready to pub-
is set as Ready to
lish."
Publish.
a content approval
to the user who started the content
step was declined.
approval sequence, and to all review-
"Declined by *username*".
ers in current and previous steps.
a content approval
to all reviewers in current and pre-
"Review request canceled by *user-
sequence was can-
vious steps.
name*".
celled.
© Episerver 2018
Controlling the publishing process | 141
The title of the email shows that it is a review request, and you can see who requested the review. You
can also see the title of the item to be reviewed ("Black Friday shoe sale"), the language of the item
("en", which stands for English), the item type ("Page") and when the review was started ("10/21/2017
3:48 PM"). Click Review item to open the item.
To keep track of the content items you have sent for review, items that are waiting for
your approval or items you have already approved, use Tasks in the navigation pane.
© Episerver 2018
142 | Episerver CMS Editor User Guide 18-2
These are the options related to content approvals. For a description of all options, see Use the Tasks
pane in Controlling the publishing process.
Option
Description
In Review
Lists all content items that are set as Ready for Review.
Awaiting Review
Lists the content items that you have sent for review and are in content
status In Review.
Declined Reviews
Lists the content items that you have sent for review and are declined, that is
in content status Rejected. As soon as the item is updated, it is not displayed in this list anymore.
Approved Reviews
Lists the content items that you have sent for review and are approved, that
is in content status Ready to Publish. As soon as the item is published (or
updated), it is not displayed in this list anymore.
Awaiting Your
Lists the content items that you are one of the designated reviewers of.
Review
Approved by You
Lists the content items you have approved. As soon as the item is published
© Episerver 2018
Controlling the publishing process | 143
Option
Description
(or updated), it is not displayed in this list anymore.
What happens if a reviewer is away and cannot approve?
To avoid content getting stuck in an approval step if a reviewer is unable to approve, it is recommended
that you have at least two reviewers (per language) in a step.
An administrator can approve and publish a page at any time.
Administrators and the editor who started the approval sequence can cancel the approval sequence at
any step.
Example: Content approval sequence in two steps
Web editor Tina works in the Marketing department and has prepared a new product launch. An
approval sequence is set up for the Marketing pages, and when Tina is done, she does not have the
Publish option. Instead, she must set the new product page to Ready for Review. The page is now
locked for further editing and according to the predefined approval sequence, one of the company's chief
editors Alicia and Carlos, must review and approve the page. Alicia and Carlos are notified with an email
and also when they log in to Episerver CMS that they have a page to approve.
When Alicia or Carlos has reviewed the page, she or he approves it.
The approval sequence now states that Steve or David needs to approve the page. They are both
notified by email and in the user interface. As soon as one of them has approved the page, it is set to
Ready to publish. The approval sequence is now done and any editor (or administrator) with publishing
rights to the content can publish it. Tina, who started the approval sequence, is notified.
If Steve or David declines the approval, the content is set as Rejected and Tina must update it and set
it to Ready for Review again. Alicia or Carlos will then have to approve the second draft as well.
© Episerver 2018
144 | Episerver CMS Editor User Guide 18-2
Working with approval sequences
Starting an approval sequence
If an approval sequence is defined for the content you are working on, you cannot publish directly.
Instead, you have to start the approval sequence by clicking Publish? > Ready for Review.
When a content item is in review, its status changes to In review in the Versions gadget. Until it is
approved in all steps of the approval sequence, it is locked for editing. When it is approved in all steps, it
is set as Ready to Publish, and you are notified of this both in the user interface and by email.
© Episerver 2018
Controlling the publishing process | 145
Approving or declining an approval step
If you are set as reviewer for a content item, you are notified in the user interface and by email (if the
system is configured to send out emails) when it is ready for your review. Click on the user notification
or the link in the email to open the content item. If there is a previous version of the content item you
want to review, you can use the compare feature to see where changes have been made.
When you have reviewed the content item, click Approve? and then either Approve Changes or
Decline Changes. You may have to give a reason for approving or declining the content item.
If you approved the content item, it moves to the next step in the approval sequence, or if you were the
last reviewer in the sequence, it is set as Ready to Publish.
If you declined the content item, it is set as Rejected and the editor needs to update the content and set
it to Ready for Review again.
If you have multiple review requests to go through, you can use the Tasks pane to see
which items you should review and to navigate between them, and the compare feature
to see where changes have been made.
Canceling an approval sequence
You can cancel an approval sequence that you have started regardless of which step the content item is
in. Click Options > Cancel Review Request and Edit. You can now edit the content again. When
done, you have to set it as Ready for Review and the approval sequence starts over from step 1.
© Episerver 2018
146 | Episerver CMS Editor User Guide 18-2
Commenting when approving and declining content
When approving or declining content and depending on your system configuration, you may have to give
a reason for your action. This comment is visible in the user interface and email notifications to the
person who started the content approval sequence. It is also displayed in the project overview, if the
content item in review is associated with a project.
© Episerver 2018
Controlling the publishing process | 147
Change approvals
The Episerver Change approvals add-on requires a separate installation. It is not
included in an Episerver installation by default. Change approvals requires no additional
license. See Episerver World for installation details.
In this topic
How it works
Setting up an approval sequence
As an editor or administrator, how does Change approvals affect me?
As a reviewer, how do I approve or decline a change?
Using Content approvals and Change approvals at the same time
Change approvals is an add-on to Episerver CMS, which lets you make sure that certain actions that
affect the website structure or content are reviewed and approved before they are applied. The actions
that can go through change approvals are changes to access rights, language settings for fallback
and replacement languages, and expiration date, and also the moving of pages and assets such as
blocks, images, and media in the structure.
Change approvals are not triggered when a page is moved but remains under the same
parent page, that is when the page is moved only to change the sort order.
Change approvals is similar to Content approvals, which is a feature where the content must be
reviewed and approved before it can be published. You cannot use Change approvals without Content
approvals. Both features use the same approval sequences, which means that the same reviewers
approve changes to both content and to settings such as access rights, language settings, and so on.
How it works
Change approvals are done by setting up a content approval sequence which defines the reviewers. An
approval sequence can be set up with any number of approval steps and any number of reviewers in
each step. The sequence is set up by an administrator; as described in Managing approval sequences
in the CMS Administrator Guide.
When an approval sequence has been defined, the approval process is started as soon as a user
performs one of the actions that triggers the Change approvals. Once the process is started, the change
must be approved or declined (or the review request canceled) before any other change that requires
approval can be done.
© Episerver 2018
148 | Episerver CMS Editor User Guide 18-2
As soon as one of the reviewers in a step approves the change, that step is considered completed and
the reviewers in the next step of the sequence are notified that they have a change to review. When all
steps in the approval sequence have been approved, the change is immediately applied.
EXAMPLE: One-step change approval
Tina has been asked to change the order of the products in the Alloy top navigation menu. Since the
navigation menu order is controlled by the order of the pages in the page tree, she moves the Alloy
Track page in the page tree. The Alloy Track page has an approval sequence defined so the page is not
immediately moved, and Tina sees a message that the move of the page is awaiting approval. The
approval sequence is set up with one step, and both reviewers, Alicia and Carlos, are notified in the user
interface when they log in that Tina has moved Alloy Track and that they need to approve that move.
Carlos now approves the move and the page is moved immediately and the top navigation menu is
updated on the website. If Carlos had instead declined, the page would have remained in its original
position.
Setting up an approval sequence
Change approvals use the same approval sequences as Content approvals. This means that if you
have set a content approval sequence for a content item, the same sequence and the same reviewers,
are used when action controlled by the Change approvals feature is performed on that content item.
How to set up content approval sequences are described in detail in Managing approval sequences in
the CMS Administrator Guide.
The approval sequence overview is opened from a page's or assets folder's context menu:
© Episerver 2018
Controlling the publishing process | 149
When setting up an approval sequence, there is a language setting
. This setting
only applies to Content approvals, where it is possible to set up different reviewers for
different languages. Change approvals does not take this setting into consideration; all
appointed reviewers can approve changes in all languages.
As an editor or administrator, how does Change approvals affect me?
If you have the access rights to change one of the settings controlled by the Change approval
functionality, you can change settings or move pages and blocks the same way as without Change
approvals. However, after changing the setting, you will see a notification message: "Your changes
have been saved and sent for approval. The changes will come into effect once they have been
approved.". There is also a notification bar in the content item to inform you that a change is in review.
Once a change has been made and it is in review, you can no longer move the item or edit a setting that
requires approval until the review request has been approved, declined, or canceled. You can cancel the
review, and thereby revert your change, by selecting Cancel review request from the Options menu.
As soon as the last of the appointed reviewers approves the change, the change automatically comes
into effect.
As a reviewer, how do I approve or decline a change?
1. When you log in to the Episerver CMS user interface, you will see a notification if you have a
change to approve:
© Episerver 2018
150 | Episerver CMS Editor User Guide 18-2
2. Click on this notification to see the change detail overview:
In this view, you can see the old value of the setting and the new value. Greyed out values have
not been touched; bold are used for new values, and strike-through for removed values.
3. To approve or decline this change, click on the Options menu and select Approve Changes or
Decline Changes:
Change approvals does not check if the reviewer has the access rights to perform the
proposed change. It only checks if the user who makes the change has the access
rights. For example, if you remove the 'Everyone' access rights to a page, Change
approvals checks that you have the right to do so, but the reviewer who approves the
change does not have to have that right.
Email notifications for change approvals have not yet been implemented, so you are only notified in the
user interface when you have a change to review.
Using Content approvals and Change approvals at the same time
When you have used Content approvals and sent content for review, the content (that is, the specific
version of the content) is locked for editing. You can still move the page/block and change the language
settings. You cannot change the access rights or expiration date.
© Episerver 2018
Controlling the publishing process | 151
When you have used Change approvals and sent a change for review, you can still edit the content but
you cannot move the page/block or change language settings, access rights, or expiration date.
Projects
A project lets you manage the publishing process for multiple related content items. For example, you
can add a landing page, blocks, pages and products (if you have Commerce installed) to a project and
publish them, manually or scheduled, at the same time. Projects support management of content in
different language versions, so you can manage translation of content items in projects.
In Episerver, there are two ways to work with projects.
Add the projects gadget to your user interface.
Use the projects feature if it is enabled for the entire site. Enabling and disabling of the projects
feature is done in code by a developer.
The following table shows a comparison of the two methods:
Projects gadget
Projects feature
Accessible to users who add the gadget.
Accessible only if it is enabled for the entire site.
Added to your own user interface; does not
Enabled or disabled for the entire site and affects all
affect other users.
users.
You need to add content manually to a pro-
Content is automatically added if a project is active.
ject.
Other editors (not using the Projects
Content associated with a project can only be updated
gadget) can update content associated
within the context of the project. (If content is asso-
with a project.
ciated to a project, an editor who wants to edit that content needs to have that project active or create a new
draft).
When the project is published, the project
You can continue working with a project even after
is obsolete and can no longer be used.
some or all items are published.
All project items must be set to Ready to
You can publish multiple items that are set to Ready to
publish before the project is published.
publish and leave items that are not ready for a later
time.
There are no collaboration features.
You can collaborate on projects by adding comments to
projects and items.
© Episerver 2018
152 | Episerver CMS Editor User Guide 18-2
The projects gadget
A project lets you manage the publishing process for multiple related content items, such as a landing
page, blocks and products (if you have Commerce installed) that are parts of a campaign. Projects
support content management in different language versions, so that you can manage translation of
content items in the project view.
You can create new content or create draft versions of existing content, associate the content items
with a project, and then publish the project immediately or schedule it for later publishing.
You need to add the projects gadget to the left or right pane to access the project
features.
Working with projects
Creating a project and adding content
Create a project from the gadget menu and add desired content items through drag-and-drop. You can
prepare the draft versions of the content items first, and then create the project and add them, or the
other way around. Use Sort in the context menu to sort content items for a better overview, and
Refresh
to reload the view if multiple editors are working on the same project.
© Episerver 2018
Controlling the publishing process | 153
A specific content version can only be part of one project. If you try to add the same
version to another project, you are prompted to create a new draft.
Previewing project content
The preview option in the top menu has an option for projects where you can browse through included
items, preview them as if they were published, and update them if needed.
Publishing projects
To publish a project, all included items must first be set to status Ready to Publish. You can do this for
each item from the publishing menu when editing, or from the context menu in the Project gadget.
© Episerver 2018
154 | Episerver CMS Editor User Guide 18-2
When all items are ready for publishing, you can publish the entire project directly, or schedule the
project to be published later (if you have publishing access rights). If you need to change content in a
scheduled project, select Remove Scheduling and Edit, change the content and re-schedule the
project publishing. Published projects cannot be edited.
Removing content and deleting projects
Remove a content item from a project by selecting the item in the projects gadget and then selecting
Remove from Project from the item's context menu. Removing a content item from a project means
that it is no longer associated with the project but it is not deleted from the website.
Delete a project by selecting the project in the projects gadget and then selecting Delete Project from
the gadget's context menu. Projects are permanently deleted, but associated content items remain.
When deleting a project scheduled for publishing, you have the option to keep or remove the scheduling
for each associated item.
© Episerver 2018
Controlling the publishing process | 155
EXAMPLE: Publishing a campaign using projects
This example creates a fashion sales campaign with multiple content items on a website with Episerver
CMS and Commerce. The campaign will go live on a specified date, and contain a landing page with a
product listing block, two new products to be listed in the block, and a teaser block for the start page.
You create the project first, and then add the content items.
1. In the Commerce catalog tree, create a project for the campaign and name it Spring Collection.
2. Prepare draft versions of the catalog items in Commerce, create and edit the catalog entries and
add product descriptions and assets as desired.
3. When done, drag the prepared catalog entries from the Catalog gadget to the Project gadget
where you set the products to Ready to Publish before they are added to the project, but you
can do this later.
4. Switch to the CMS edit view and create the landing page for the Spring Collection. Add text and
assets as needed, and drag the landing page to the Spring Collection project.
© Episerver 2018
156 | Episerver CMS Editor User Guide 18-2
5. Create a block listing the products included in the spring collection, and include it in the landing
page. Add the product listing block to the project.
6. Create a teaser block to be used on the landing page for promoting the new spring collection,
and add the teaser block to the project.
7. Drag the teaser block to the start page, and add the start page to the project. The Spring
Collection project now contains all the items to be included in the campaign.
© Episerver 2018
Controlling the publishing process | 157
8. Preview the content items in the project, edit as needed and set to Ready to Publish when
done.
© Episerver 2018
158 | Episerver CMS Editor User Guide 18-2
9. Schedule the project to be published on the defined go-live date for the campaign.
You cannot edit versions of content items that are part of a scheduled project. For
example, if you need to update the start page before the scheduled project is published,
you need to create a new draft and then publish this. If you need to incorporate the same
changes into the scheduled project version of the start page, remove the scheduling to
edit.
EXAMPLE: Managing multiple content language versions using projects
This example creates a page with a registration form block for an event. The included items need to be
available in English (the original website language), French and German, and you manage the
translation using a project.
1. Create the page and the related forms block in English first.
2. Create a project and name it Spring Meeting.
3. Add the English versions of the page and the forms block to the project.
4. Enable and activate the desired languages (here French and German) on your website, if not
already done. (Must be done by an administrator.)
5. Switch to the French language branch and create a French version for the page and the forms
block.
6. Drag the French version of the content items into the Spring Meeting project.
7. Repeat the previous actions for the German language version. You now have six content items
in the project; two for each language version.
© Episerver 2018
Controlling the publishing process | 159
8. Translate the content items into French and German respectively.
Use compare to display the original English version when translating.
Use preview to verify the different language versions of the content.
9. Set all the content items to Ready to Publish when done, and publish the project or schedule it
for later publishing.
The projects feature
A project lets you manage the publishing process for multiple related content items. For example, you
can add a landing page, blocks, pages and products (if you have Commerce installed) to a project and
publish them, manually or scheduled, at the same time. The projects feature supports management of
content in different language versions, so you can manage translation of content items in projects also.
The projects feature may be disabled on your site, in which case you do not see the
project bar at the bottom of the user interface and you cannot use the feature.
You can watch the following demonstration video, Managing contents with the projects
feature. (5:20 minutes)
Project features:
© Episerver 2018
160 | Episerver CMS Editor User Guide 18-2
The projects feature is enabled or disabled for the entire site and affects all users.
Editing actions, such as creating and updating items, automatically associate a content item
with a currently active project. Exceptions to this rule are moving items in the structure, setting
content to expired, changing access rights or language settings. These actions do not associate
content items with the active project.
Remember to deactivate the project when you no longer want to work with it.
Items wrongly associated with a project need to be manually removed from the
project.
You can also manually associate items with a project by dragging and dropping them from the
page view into the project overview.
Content associated with a project is locked for editing if another project is active.
A version of content is associated with a specific project. This means that you can have a
published version of an item not associated with any project; one draft of the same item
belonging to a Summer campaign project, and another draft belonging to a VIP campaign project.
You can add, remove and update existing items even if some or all of the items within a project
are published.
You can collaborate with other editors by adding comments, and replies to comments, to project
items and to projects.
The project interface consists of three main parts; the project bar at the bottom, the overview and
the project items navigation pane to the left.
© Episerver 2018
Controlling the publishing process | 161
Projects user interface
The project bar
When a developer enables the projects feature, a project bar appears at the bottom of the CMS window.
When you first access the edit view with the projects feature enabled, no project is selected in the
project bar. When you select a project, it is preselected the next time you open the user interface.
If a project is active—that is, is selected in the project bar—all changes (creating a new page or block,
updating existing content, uploading an image and so on) are automatically associated with that project.
If you select the option None (use primary drafts), you can work with content items as usual without
associating them with any projects.
From the context menu on the project bar, you can create, rename and delete projects.
If you delete an active project, the project bar turns red. Associated items are not deleted but are no
longer associated with a project.
The project overview
From the projects bar, you can open an overview that displays content items associated with the active
project.
© Episerver 2018
162 | Episerver CMS Editor User Guide 18-2
The overview shows details such as name, content status, content type, and time and date for latest
change of each content item.
Each content item in the overview has a context menu from which you can set the item to Ready to
Publish, open it for editing and remove it from the project, providing you have Edit access rights. The
context menu button appears when you hover the mouse over an item.
You can select multiple items in the overview and remove them from the project or set them as Ready
to Publish all at the same time. Common mouse and keyboard functionality for selecting multiple items
is supported, except for Ctrl + a which is not supported.
From Options in the overview, you can publish all items that are set to Ready to publish immediately or
schedule them for publishing at a later time.
Show comments opens a view where you can select a project item and see a list of events connected
to the item. You can add comments on each event and also reply to comments, see Working with
comments.
Use Sort
to order content items for a better overview, and Refresh
to reload the view if there are
multiple editors working on the same project.
The project items navigation pane
The project items navigation pane provides quick access to items in the project. Double-click on an item
to open it.
© Episerver 2018
Controlling the publishing process | 163
Each content item in the project items pane has a context menu displayed when you hover the mouse
over an item; the menu options are the same as those in the project overview. You can select multiple
items in the list the same way as in the project overview.
Versioning when working in projects
Add the versions gadget to your user interface if you are working with multiple drafts and
projects to see a list of the different versions.
It is only one version of a page that is associated with the project. This means you can have a published
version of a page and several drafts, and any one of these versions can be associated with the project.
If the associated version is the published version, the project overview displays Published for that
item. If it is not the published version, the overview displays Draft, Previously Published, Expired
and so on.
You can only have one published version, so if you publish another version of the page (that is, a version
that is not associated with the project) after the version associated with the project, the project version
is not published anymore and therefore set as Previously published in the project overview.
© Episerver 2018
164 | Episerver CMS Editor User Guide 18-2
When you open an item and have a project active, Episerver CMS displays the version associated with
the active project. If you open an item and do not have a project active, Episerver displays the version
that is set as primary. You can see which version is the primary in the versions gadget; the primary
version is marked with a target symbol
. The primary draft is not necessarily the latest version. See
also: Setting the primary draft.
When the projects feature is enabled, versioning works in the following ways:
Project 'X' is selec-
Result
ted
and you create new
The draft is created and added to the active project automatically. Because
content from scratch:
this is the only version of the content, it is set as the primary draft.
and you update exist-
Is the content a draft and associated with the active project?
ing content:
Yes: The draft is saved and still associated with the active project.
Whichever version was the primary draft before is still the primary draft.
No, the content is a published version or a draft not associated with
the active project: A new draft is created and is associated with the active
project. The previous version is still the primary draft. Note: If there is a
previous draft within the project in the same language, the previous draft is
replaced with this new draft as only one version can be associated with a
project. The previous draft remains in Episerver as a draft but is no longer
associated with a project. A draft of the same project item but in another
language is not replaced as it is viewed as another version of the item. This
means that you can have one draft in English and one draft in French of page
Z in the project X, but you cannot have two drafts in English of that page.
© Episerver 2018
Controlling the publishing process | 165
Project 'X' is selec-
Result
ted
None (use primary
Result
drafts) is selected
and you create new
The draft is created and set as primary draft.
content from scratch:
and you update exist-
Is the content a draft? Note: It does not matter if the content is associated
ing content:
with a project or not; versioning works the same in this case.
Yes: The draft is updated and saved. If it was associated with a project
before you edited the draft, it will still be associated with the project
afterwards. Whichever version was the primary draft before is still the
primary draft.
No, the content is not a draft: A new draft is created and is not associated
with a project. It is set as the primary draft. Note: If the updated content is a
media file and auto publish is turned on, the media is automatically published
at this stage.
© Episerver 2018
166 | Episerver CMS Editor User Guide 18-2
Working with projects
Creating a project and adding content
You create a new project from the context menu on the project bar.
When you create the project, it is automatically set as the active project. To add a content item to the
active project, make an editing change (such as creating a page, updating existing content, uploading
an image and so on), and the content item is automatically associated with the project. You can also
drag and drop items from the navigation or asset panes into the project overview to associate them with
a project.
A specific content version can only be part of one project. If you try to add the same
version to another project, you are prompted to create a new draft. If you choose to
create a new draft, the new version is then added to the project.
Editing content in projects
You will see a notification if the version you are working on is associated with the active project.
Content not associated with the active project but with another project is locked for editing. However,
even if that version is locked for editing, you still can create a new draft with the New Draft from Here
button in the yellow toolbar. That draft is associated with the active project, or to no project at all if None
(use primary drafts) is selected.
© Episerver 2018
Controlling the publishing process | 167
If you want to make a change that should not be associated with the active project, you have to select
None (use primary drafts) or another project from the project bar. When None (use primary drafts) is
selected in the project bar, you can create drafts, publish content and so on, as long as the content
version is not associated with a project.
Content items that are part of a project remain so even after they are published.
Uploading media to projects
If you upload media while a project is active, it automatically associated with the active project.
Note: If you have a project active when you upload a media file, you must manually
publish the media file, even if your system is configured to automatically publish media
as soon as it is uploaded. See the Auto publish media on upload setting in System
settings in the CMS Administrator Guide. Media associated with a project need to be
published like any other content item.
Previewing project content
The preview option in the top menu lets you browse through the website as if the project were published.
If you click preview
, you preview the active project; to preview another project, change the project
in the project bar. Previewing a project shows you the draft associated with the project or, if there is no
draft associated with the project, the published version.
Collaborating on projects
You can add comments on project items in the project overview and, for example, ask other editors to
review an item. This feature is described in Working with comments.
Publishing project items
From the project overview, you can publish multiple items that are set to status Ready to Publish. You
can set items to Ready to Publish from the publishing menu while editing an item, from the context
menu in project overview, or from the Project Items navigation pane. You can select multiple items and
set them to Ready to Publish, both from the overview and the navigation pane. You publish the
content items associated with the project, not the project itself.
© Episerver 2018
168 | Episerver CMS Editor User Guide 18-2
© Episerver 2018
Controlling the publishing process | 169
When items are ready for publishing, you can publish them directly from Options, if you have publishing
access rights, or schedule the project to be published later.
If the items in a project were scheduled for publishing and you add new items to the
project, the new content is not scheduled for publishing automatically. You must
specifically set the new content to scheduled time of publishing if you want it to be
published at the same time as the other items in the project.
If you need to edit content that is scheduled, select Remove Scheduling and Edit, edit the content
and reschedule.
You can continue working with a project after it is published.
© Episerver 2018
170 | Episerver CMS Editor User Guide 18-2
Removing content and deleting projects
Removing content from projects
Remove a content item from a project by selecting the item in the project overview or from the project
items navigation pane and then selecting Remove from Project from the item's context menu.
Removing a content item from a project means that it is no longer associated with the project but it is
not deleted from the website.
Deleting projects
Delete a project by selecting the project in the project bar and then select Delete Project from the
context menu. Associated content items are not deleted but are no longer associated with a project.
You cannot recover deleted projects. When deleting a project with items scheduled for publishing, you
can keep or remove the scheduling for each item.
Examples of using the project functionality
Example: Publishing a customer event using projects
This example creates an invitation to a customer event, including a registration form (using a block), a
thank you for the registration-page, and a teaser block for the start page. All content items for the event
are scheduled to publish at the same time.
© Episerver 2018
Controlling the publishing process | 171
1. Create a new project for the event from the project bar and call it Customer event.
2. Prepare a page with information on the event. The page is automatically added to the project.
You can set the page to Ready to publish or do that at a later stage.
3. Prepare a thank you-page.
4. Create a registration form using the built-in form functionality or the Episerver Forms add-on. On
the sample site, this is done with a form block. Set up the form so that a visitor who registers for
the event is directed to the thank you-page.
5. Create a teaser block to use on the start page for promoting the customer event and drag it to the
start page. The Customer event project now contains all items related to the event.
© Episerver 2018
172 | Episerver CMS Editor User Guide 18-2
6. Preview the pages by clicking the preview button
.
Does the start page contain the teaser?
Does it lead to the customer event detail page?
Fill in the form and make sure that you are directed to the thank you-page.
7. Go to the overview and select all items by pressing Shift on your keyboard and selecting the top
and the bottom items.
© Episerver 2018
Controlling the publishing process | 173
8. From the context menu of one the items, choose Ready to publish and all items are ready to be
published.
9. Select Options > Schedule Items for Publish in the overview.
© Episerver 2018
174 | Episerver CMS Editor User Guide 18-2
10. Select 1 August at 11 AM and click Select.
You cannot edit scheduled versions of items that are part of a project. If you need
to publish the start page before the scheduled version is published, you need to
create a new draft and then publish that. To incorporate the same changes into
the scheduled project version of the start page, you must remove the scheduling,
edit the content and then re-set the scheduling.
Example: Managing multiple content language versions using projects
This example creates a page with a registration form block for an event. The included items need to be
available in English (the original website language), French and German, and you will manage the
translation using a project.
1. Create a project and name it Spring Meeting.
2. Create the page and the related forms block in English first. They are automatically associated
with the project.
3. Enable and activate the desired languages (here French and German) on your website, if not
already done. (Must be done by an administrator.)
4. Switch to the French language branch and create a French version for the page and the forms
block.
5. Repeat the previous actions for the German version. You now have six content items in the
project, two for each language. You can see all six items in the Project Items navigation pane.
© Episerver 2018
Controlling the publishing process | 175
A language code appears for items in other languages. In the image above, the
English site is selected under Sites; therefore, items in English are not marked
with a language code.
6. Translate the content items into French and German respectively. Use compare to display the
original English version when translating. Use preview to verify the different language versions of
the content.
© Episerver 2018
176 | Episerver CMS Editor User Guide 18-2
7. Set all content items to Ready to Publish when done, and publish the project or schedule it for
later publishing from Options in the project overview.
Working with comments
Comments facilitate collaboration between editors of a project. You can add comments on a project or
on specific project items or actions, add information about changes you have made, ask other editors to
© Episerver 2018
Controlling the publishing process | 177
review the item and so on. Other editors can view your comments and reply to them, and also add their
own. You can also tag users in a comment.
A comment is only connected to the current version. As soon as a new version of the
project item is created, the comment connected to the previous version disappears.
If another user has tagged you, made a comment on one of your actions or replied to one of your
comments, you are notified in the user interface. The bell icon in the toolbar displays the number of new
notifications you have. Click the icon to display a list of notifications. From the notification list, you can
go to the project overview to read the comment.
If you go to the project overview to read a comment, the project is automatically
activated. If you do not want to continue working in the project, you have to deactivate
it.
© Episerver 2018
178 | Episerver CMS Editor User Guide 18-2
If your system is configured to use email notifications, you receive an email when someone else replies
to one of your comments or replies, or if you have set a project item to Ready to Publish and someone
else comments on this action. You also are notified if someone tags you in a comment. How often these
notifications are sent depends on the system configuration.
Adding a comment to a project or project item
1. To add a comment to:
a project, select the Project Comments tab in the project overview.
a project item, select Show comments in the Items tab of the project overview and then
a project item. Items that already have comments have a comment icon
.
2. Add a comment in the comment text box.
You need access rights to the item to view and post comments.
3. To tag another user, enter @ followed by the user name. Select the user from the displayed list
of suggested users. The tagged user receives an email notification and a notification in the user
interface when logging in. You can tag any of the available users but the tagged user still needs
© Episerver 2018
Controlling the publishing process | 179
access rights to the project item to see the actual comment.
4. Press Enter or click Post.
© Episerver 2018
180 | Episerver CMS Editor User Guide 18-2
Replying to a comment
Click Reply on the comment you want to reply to and enter your comment in the text box. Press Enter
or click Post.
© Episerver 2018
Controlling the publishing process | 181
Editing a comment or reply
You can edit comments and replies that you have created yourself. Click Edit on the comment or reply
you want to change. Press Enter or click Save. Edited comments or replies are marked with a pen
symbol
.
Deleting a comment or reply
You cannot delete comments or replies yet.
© Episerver 2018
182 | Episerver CMS Editor User Guide 18-2
Reports
Reports are valuable tools for content editors, website owners, marketers and merchandisers, to
monitor various website activities. Episerver comes with a set of built-in reports, and you can develop
customized reports for your website.
Reports for CMS content
You can use reports for websites to locate broken links and expired pages, or to get an overview of
simple addresses used on the website. Obtain reports from the Reports option in the Episerver CMS
global menu.
When you generate a report, select the desired report and the starting point in the page tree from where
you want the report to include data, then click Show Report. You can filter data by time and language,
and pages included in the report results open in edit view when you click on a page link.
The following sample reports are available for Episerver CMS:
Report
Description
Not published pages
Displays unpublished pages that have a change date within a specified time
span.
Published pages
Displays pages that have a publish date within a specified time span.
© Episerver 2018
Reports | 183
Report
Description
Changed pages
Displays pages that have a change date within a specified time span.
Expired pages
Displays pages with stop publish date within a specified time span.
Simple addresses
Displays pages with a simple address.
Link status
Displays links that could not be contacted in the link check scheduled job.
Some reports rely on scheduled jobs running in the background for generating report data; see
Scheduled jobs in the CMS Administration User Guide.
Reports in Commerce
You can use reports in Episerver Commerce to follow-up on sales performance, or to monitor inventory
stock information for products. See Reporting in the Commerce user guide, if you have a website with
Commerce installed.
© Episerver 2018
184 | Episerver CMS Editor User Guide 18-2
Managing gadgets
A gadget is a small application or add-on that can be made available for easy access from the
dashboard or the assets and navigation panes in Episerver. There are built-in gadgets both for the
Episerver platform and product-specific ones, for example, gadgets for forms viewing, visitor groups
statistics, version management and the product catalog, if you have Commerce installed. Developers
can also develop custom gadgets to extend the features of your Episerver solution.
Gadgets are managed in a similar fashion both on the dashboard and in the panes in edit view. Click
the Settings icon to access the gadget management options.
© Episerver 2018
Managing gadgets | 185
Adding gadgets
Select Add Gadgets, and select a gadget to add from the list of available gadgets.
Rearranging gadgets
Select Rearrange Gadgets, select a gadget, and drag it to the desired position on the dashboard or in a
pane.
Removing gadgets
Select Rearrange Gadgets, and click the Remove gadget symbol next to the gadget you want to
remove from the dashboard or pane.
Built-in gadgets
Gadgets for the dashboard
External links provides an overview of the external links of your website.
Forms viewer lets you monitor the activity for a specific web form.
Notes lets you add colorful “post it” notes to your dashboard.
RSS feed reader shows the latest feeds from an RSS source of your choice.
Visitor groups statistics is used to monitor visitor groups viewing personalized content.
See dashboard gadgets to edit the configuration settings for dashboard gadgets.
Gadgets for the panes in edit view
Archived Tests is used to view archived A/B tests. See A/B testing.
Blocks is used to access blocks (default in the assets pane).
Media is used to access media files (default in the assets pane).
Forms is used to access forms (default in the assets pane if the Episerver Forms add-on is
installed).
Forms Elements displays the forms elements that can be used when creating a form (only
available if the Episerver Forms add-on is installed).
Project Items is used to view items belonging to a project. You can multi-select and mark items
as Ready to Publish from this gadget.
Sites displays the page tree for the website.
Recent displays items you have viewed during your current browser session.
Tasks displays tasks to be done on the website. This gadget lets you filter items on status. You
can, for example, see a list of all items set as Ready to Publish.
Recently changed displays recently changed content on the website.
© Episerver 2018
186 | Episerver CMS Editor User Guide 18-2
Versions is used to manage content versions. See Working with versions to work with versions.
Some gadgets are available by default in the user interface, while others need to be added manually.
Commerce-specific gadgets
Episerver Commerce comes with a set of e-commerce-specific gadgets.
Add-ons
Many add-ons are made available in the user interface as gadgets to extend the capabilities within
various areas of Episerver.
Managing dashboard tabs
The Episerver dashboard, available from the top menu, is an area where you can add gadgets for
presenting high-level information or provide quick access to common tasks such as viewing recently
changed pages or monitoring a web form.
Tabs
Tabs are used for organizing the dashboard information. You can create your own tabs, and add gadgets
of your choice. For example, you can have one tab for the marketing team, and one for product editors,
with specific gadgets available for each of these groups. You can customize the layout of each tab by
© Episerver 2018
Managing gadgets | 187
setting the number of columns for displaying information. There will be at least one default tab available
in the overview.
Creating tabs
Add a new tab on the dashboard as follows:
1. Select New Tab from the dashboard menu.
2. Select Rename Tab in the drop-down list for the tab you want to add and type a name for the
tab.
3. In Layout, define how many columns the tab information area will have by clicking one of the
available options.
4. Add the gadgets you want to the tab you have just created as described in Managing gadgets.
You cannot change the order of tabs after they are created.
Editing tabs
Edit a tab on the dashboard as follows:
1. Click the arrow for the tab you want to edit. You have the following options:
Select Rename Tab to change the name of the tab.
Select Layout to change the number of columns on the tab. All existing gadgets will be
moved to available columns in the new layout.
2. Select Save to save your changes.
Deleting tabs
Delete a tab from the dashboard as follows:
1. Click the arrow for the tab you want to delete.
2. Select Delete Tab in the drop-down list for the tab you want to delete.
3. Select Yes to confirm the deletion.
There must be at least one tab available on the dashboard, which means that the last
remaining tab cannot be deleted.
Dashboard gadgets
Episerver comes with a set of predefined gadgets which can be added to the personalized dashboard,
for easy access by editors and website managers in their daily work. To edit configuration settings for
© Episerver 2018
188 | Episerver CMS Editor User Guide 18-2
these gadgets, add them to the dashboard, click the Settings icon and select Edit. Configuration
options for each gadget are described below.
External links
This gadget provides an overview of the external links of your website. The list displays pages
containing links to a specific external web address. This is useful if you want to find out to which
external websites you are referring to from your own website. You can choose to display the full URL for
each link and the number of items to display in the list.
© Episerver 2018
Managing gadgets | 189
Forms viewer
This gadget lets you monitor activity for a specific web-based form, such as a poll, a registration or
contact form. This is intended not only for editors, but anyone who has an interest in the activities of
your website, for example, a marketing or business area manager. The gadget displays a selected
number of the latest activities, such as the latest votes or registrations to a form. The result can also be
displayed graphically.
Select the desired form to monitor on the website.
The gadgets retrieve the fields available in the form, and you can select the ones to include in the
monitoring.
Select whether you want to display the post dates, and enter chart settings as desired.
Select the updating frequency for the information in the forms viewer.
The “Demo mode” provides a graphical demonstration view based on a built-in example form
viewer “XFormsViewerGadgetDemo”.
Notes
Use this gadget to add colorful “post it” notes on the dashboard. Add the gadget to the dashboard, enter
the text and select size and color for the information.
RSS feed reader
This gadget is used to display information from RSS feeds on the dashboard. The gadget shows the
latest feeds from a selected RSS source. Add the feed URL, the number of items to show and a title for
the feed.
Visitor groups statistics
If you are using personalization on your website, this gadget displays statistics for selected visitor
groups viewing personalized content. By default, statistics are only counted once per session for each
visitor group. This gadget can be used from the dashboard and the panes, and also an iPhone or iPad.
Select the type of chart to be used in the Statistic View section.
Select the visitor groups (must be defined first) you want to include in your statistics.
Filter the display by day, month and year.
Click
to select the start and end dates in the statistics interval.
© Episerver 2018
190 | Episerver CMS Editor User Guide 18-2
Search
The Episerver platform has sophisticated search functionality that lets you search through different
types of website content. You can search for content pages, blocks, files, community objects and
products, if Episerver Commerce is installed. The search results are based on access rights, so users
only see content to which they have access.
The search is based on the open-source search engine Lucene, which is used by the different Episerver
products when retrieving content. The search is provider-based, letting you extend and customize
features. You can use the built-in basic search features or create your own custom filtering methods and
queries.
Built-in search features
The following built-in search features are included in Episerver:
Full-text search features.
Indexing of all content types: document files, pages and blocks.
Event-driven indexing, meaning instant updating of the index and search results.
Search results filtered on access rights.
“Search-as-you-type,” enhancing the search experience.
Supports basic boolean operators like AND, OR, NOT, + , - and *.
Search options
Depending on how your Episerver installation is set up and from where you are searching, there are
different options:
When editing, the global search is available in the upper right part of the global menu.
Depending on the configured search providers, this option can search all types of content on the
website—pages, blocks, files, and catalog content if you have Episerver Commerce installed.
© Episerver 2018
Search | 191
When editing, a search option is available at the top of the navigation and assets panes, and in
the link dialog. This option searches for content in the panes and related dialogs.
Searching in the CMS edit view is described in the Finding content topic.
Site visitors can usually search content through a search field and a search page on the front-end
site, as in the Episerver sample templates.
You can add items directly from the search result list to, for example, a page or a block
through drag-and-drop.
© Episerver 2018
192 | Episerver CMS Editor User Guide 18-2
Search tips
Enter a few carefully selected keywords separated by space. If need be, narrow down your
search query by adding keywords. For example: episerver product project.
If you know a page ID, search for the page by entering the ID in the search field.
When searching for specific phrases, combine keywords using quotation marks. Example:
“episerver search tips”.
The search function is case-insensitive, so you can use both uppercase and lowercase letters.
Example: New York and new york return the same result.
You can restrict the search by placing a plus sign (+) in front of the words that must be found to
consider the page a match. Example: +episerver +search +tips.
Similarly, you can restrict the search by placing a minus sign – in front of the words that must not
occur to consider the page a match, for example -episerver -search -tips.
To match part of a word, place an asterisk * at the end of the word. Example: word1* word2
return content with the words word10, word123 and word2, but not word234.
You can use the boolean operators AND and OR.
AND means I only want documents that contain both/all words. Example: episerver
AND search returns documents with both words.
OR means I want documents that contain either word. Example: episerver OR search
returns documents with either episerver or search.
Sorting search results
The sorting of search results is determined by the search algorithm, which you can customize in many
ways. Often, filtering is applied to the results, which can be based on many factors, such as
categorization of content.
Configuring search
Episerver search has configuration options that are managed from the administrative interface in
Episerver CMS. See Episerver's technical documentation for information about search functionality,
configuration possibilities, and integration interface.
Extended search with Episerver Find
To build more advanced search features based on visitor behavior, customized filtering and faceted
content navigation, you can add Episerver Find to your solution (requires license activation); see the
Episerver FindUser Guide.
© Episerver 2018
Index
A
adding to content
A/B Testing
approving
setting up tests
area
managing from edit
102
all properties, editing
anchor links
approving content
147
45
18
43
editing
39
finding
37
41
55
moving
43
overview
36
removing from content area
archiving expired content
displaying
inserting into editor
114
120
assets
approving
137
overview
30
147
183
class, css
changing for an
image
collection link
62
56
176
community member role 44
62
136
add-on
comments
in multiple languages 44
approving content
changes
48
folder 38
alternative image, defining
creating
in For this page
administrators
role
43
ture 37
Add-ons
Change approvals
42
copying
134
Change approvals
changed pages report
in block folder struc-
publishing, restricting
137
arranging in content
122
access rights
view
40
42
translating
83
versions
44
border, image, defining
62
buttons, rich-text editor
49
comparing
content properties
content versions
101
98
content
adding images
59
adding to project gadget
152
approving
114
archiving expired
120
area
personalizing 90
blocks
adding 40
arranging 42
C
comparing two lan-
B
category, content tab
property
blocks
access rights
44
guages
27
100
194 | Episerver CMS Editor User Guide 18-2
creating
48
in another
restoring from trash 110
reverting to previous
language 85
deleting
version
109
lishing
111, 116
primary 116
dynamic
editing
22
editor role
45
116
finding
46
language
overview
109
permanently mark as
122
personalizing
88
previewing
96
26
translating
82
115
136
approving
144
assets
137
commenting
146
declining
144
example, basic
property
downloading media
draft content
139
notifications
139
overview
136
republishing
118
tasks
© Episerver 2018
111
lished
99
definition
116
primary version
116
editing
67
overview
65
E
edit view
additional properties
22
24
144
all properties
18
139
content
18
on-page
18
working with
approvals
35
editing
starting approval
106
26
comparing with pub-
143
several items at
removing
45
display in navigation
example, working
sequence
109
dynamic content
approval
134
113
28
deleting
144
comparing 101
ready to publish
186
developer role
with multi-lan-
once 152
tabs
permanently 110
content approvals
guages
187
content
primary draft 116
sequence
186
gadgets
date modified, updating
language 118
properties
publishing
dashboard
121
tab
sequence
76
being edited
114
50
D
canceling approval
versions 118
moving to trash
112
comparing 98
overview 65
expired
shared
versions
editing 67
rich-text editor
scheduling for pub-
permanently 110
draft
copying and pasting
144
Index | 195
editor
renaming
inserting blocks
41
rich-text
49
forms
keyboard
shortcuts 50
paste from Word 50
email links, inserting
55
63
expired pages report
external links gadget
creating
69
data, exporting
75
data, viewing
74
field types
72
fields, adding
70
layout
69
overview
68
submission
183
74
190
globalization
76
H
horizontal space, chan62
51
image map, defining for
63
73
images
user submitting mul-
75
tiple
188
85
flash animations, insert63
folders
access rights
global search
image
submit without login
74
viewer gadget
189
G
ing
84
I
F
fallback language
lating
page shown upon
120
exporting
form data
13
global properties, trans-
hyperlinks overview
expired content, archiving
global menu
ging for an image
embedded media, inserting
32
33
creating
32
deleting
32
for all sites
31
for this block
31
for this page
31
for this sites
31
moving
32
multi-language
33
overview
30
gadgets
adding
185
built-in
185
dashboard
185, 187
external links
188
for panes in edit view 185
forms viewer
189
notes
189
overview
184
rearranging
185
removing
185
RSS feed reader
189
visitor groups statistics
© Episerver 2018
189
adding to content
59
alternative
62
approving
137
border
62
CSS class
62
defining image map
63
dimensions
62
editing
59
horizontal space
62
inserting link from
55
language code
63
language direction
63
long description
63
properties, changing
61
removing
61
vertical space
62
196 | Episerver CMS Editor User Guide 18-2
K
from image
55
searching for
34
keyboard shortcuts,
internal
53
uploading
35
overview
51
versions, managing
36
rich-text editor
50
L
status report
language code, setting
for image
to email address
183
55
to files on external
website
55
to files on file server
55
to media files
54
63
languages
blocks
44
login
13
comparing content in
different
100
long description, for
images
creating content in
63
85
85
impact on folders
33
managing
76
previewing content
property
45
metadata, media
35
modified date, updating
28
N
name in URL property
notes gadget
marketer role
27
P
45
page order, sorting in
menus
media
97
page tree icons
channels, preproperty
26
replacement
85
viewing content
switching
78
user interface
77
embedded, inserting
63
files, linking to
54
deleting 82
inserting
35
searching for 81
metadata, editing
35
overview
33
versions
links
25
189
35
anchor
55
previewing
35
collection
56
publishing
35
creating
52
renaming
36
54
replacing
36
© Episerver 2018
18
106
104
pages
97
downloading
external
merchandiser role
on-page editing
main body, content tab
in
106
O
M
fallback
menus, sorting pages
13
63
language direction, setting for image
menu, global
changed report
183
copying
105
creating
48
expired report
183
icons
104
moving
105
not published report 182
published report
translating
tree structure
182
82
104
Index | 197
panes
settings
17
previewing content
167
17
project bar
161
paste from Word, rich50
personalization
applying in content
area
90
applying within editor 89
editing
91
overview
88
removing
91
previewing
content
96
as visitor group 97
at different resolutions 97
for a project 98
removing content
170
uploading media
167
user interface
161
project gadget
channels 97
153
116
project gadget
153
publishing media
35
R
ready to publish
113
removing scheduled publishing of content 115
152
replacement language
creating
152
reports
deleting
154
changed pages
183
overview
152
expired pages
183
previewing
153
link status
183
publishing
153
not published pages 182
removing content
154
overview
182
151
published pages
182
170
simple addresses
183
98
properties
35
134
adding content
previewing content
via different media
primary draft
167
examples
language 97
managing via tasks
162
publishing content
projects
in another
project gadget
igation pane
134
project feature 167
project items nav-
text editor
media
content
republishing content
85
118
resolution, previewing
content, comparing
editing
101
25
content using
restoring content
97
110
reverting to previously
published content
published content 112
project feature
comparing with draft
99
rich-text editor
adding content
166
creating project
166
deleting project
170
published pages report
182
editing content
166
publishing
113
overview
159
49
reverting to previous
version
112
applying personalization
access, restricting
© Episerver 2018
89
buttons
49
copying and pasting
50
styles
50
134
198 | Episerver CMS Editor User Guide 18-2
roles
44
shortcuts, keyboard
administrator
45
rich-text editor
community member
44
simple addresses
content editor
45
property
developer
45
report
marketer
45
merchandiser
45
visitor
44
website owner
45
RSS feed reader gadget 189
removing
26
sorting pages in tree
structure
structure website
styles, rich-text editor
50
primary draft 116
republishing 118
language, switching
for an image
A/B testing
creation tasks 134
TinyMCE editor
49
78
62
192
case sensitivity
192
translation
configuring
192
blocks
83
global
190
content
82
in panes
191
global properties
84
multiple terms
192
overview
77
overview
190
pages
82
page ID
192
several items sim-
partial word
192
sorting
192
oritizing mouse
input from
ultaneously
trash
with the pro159
personalization with
21
Eloqua
96
personalization with
152
109
HubSpot
96
personalization with
Marketo
publishing content
96
111
video files, inserting
63
visible to property
26
visitor groups
previewing content
97
statistics
restoring content
from
122
managing contents
jects feature
touch screen, pri-
boolean
110
gadget 189
121
visitor role
U
shortcut, defining
115
video
192
shared content
content
186
managing content
28
44
104
AND OR
settings tab
blocks
vertical space, changing
115
search
77
versions
106
T
114
languages, enabling
V
tasks
scheduling content for
publishing
50
183
tabs
S
user interface
28
uploading media
© Episerver 2018
35
44
Index | 199
W
websites
owner role
structure
45
104
© Episerver 2018