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School Editor Training

Welcome to the School Editor Page

Here you'll find all Optimizely has to offer. Browse our Knowledge base, How To's, Videos and much more! As an added feature you have the ability to view Optimizely pages and content from a "behind the scenes" point-of-view. Click the blue Edit Page button (top right of browser)  epi orange editor icon.png to enter the editor and view the page properties or to see how the page was put together. Feel free to go "behind the scenes" with our training pages as often as you'd like to preview some of Optimizely's capabilities!

You may view the following power point slide presentation or check out our Introduction Video to the right to learn about visitor behavior, content rules and ownership.

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Step-by-Step Guide for School Editors

  • Step 1: The Experience Editor
  • Step 2: Navigation & Asset Panes
  • Step 3: Projects
  • Step 4: School Pages & Blocks
  • Step 5: Quick Edit
  • Step 6: Creating Pages & Blocks
  • Step 7: Media Asset Management
  • Step 8: Publishing
  • Next Steps

Step 1: The Experience Editor

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Once you've entered the Experience Editor note your edit method view (On-Page or All-Properties) and familiarize yourself with the editor layout & general features.

Note: Editor layout is saved to the user account, add/remove/rearranging your gadgets only needs done once.

Setting Up Your Optimizely Experience Editor

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Step 2: Navigation & Asset Panes

Navigation Gadget

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In the navigation gadget familiarize yourself with the different tabs and icons within each. Get used to selecting pages as well as "drilling down" the tree nodes to access sub-pages.

Note: Drill down, to access your School or Office. If the page properties are grayed out, this means you lack permissions to edit. You may continue to view all page and blocks but permissions are needed for editing rights. Contact us for all permission inquiries.

Assets Gadget

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The Assets Gadget is seperated by 2 tabs: Blocks and Media. Both share the same folder structure, however; you must select the correct tab to view the chosen content type. The Experience Editor remembers your folder location under each tab.

Note: Drill down, to access your School or Office. The Blocks/Docs/Images folders were created to keep content organized, DO NOT REMOVE these folders. You may create sub-folders to further organize your assets. Use these folders when creating and accessing the specific asset type.

Step 3: Projects

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Be sure to select your Office or School project and double check before editing. Use the project Overview page to view all the active "working on" items.

Note: Be sure to refer back to Working With Projects when needed. We recommend removing project items after they've been published, clear the clutter! Remember to publish your media items (PDFs, Images, Docs) as well.

Step 4: School Pages & Blocks

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Understanding basic terminology, how to find and manipulate default page properties and understanding how the Title and Metadata properties can be used is critical to maintaining a healthy CMS.

List of available Page templates

View details about all available School page templates. See live examples and explanations for each page property.

Note: Each School only has 1 School Home Page page because they work in conjunction with our School Directory Page. Web Services and School editors collaborate on some areas in your School Home Page: School Info, Helpful Links, Resources & Related Content areas.

Blocks

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Blocks are used to present information to your audience. Most of your editing experince will be presented through your usage of Blocks.

Note: By default the information within a published block is not entered into our search engine until the block is placed onto a published page.

Step 5: Quick Edit

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While browsing PGCPS.org logged in, editors can click the blue Edit Page button (top right of browser)  epi orange editor icon.png to load the editor to the browsed page.

Note: Your editing view (On-Page or All Properties) will determine the page properties you can view.

Step 6: Creating Pages & Blocks

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After you've created Pages and Blocks, Drag & Drop the blocks onto your page, next, you must use pages somewhere; otherwise, the only way your audience finds content is through search. Promote your work!

Be sure to Preview your edits to make sure they display as expected.

Note: Before you create any Pages or Blocks, be sure to have a solid plan of action. Use the following guides to assist:

Step 7: Media Asset Management

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Step 8: Publishing

Publish, Send for Review or Schedule

Now that you've created pages and blocks and used them somewhere, you must now complete the workflow process:

 

Publishing

Published content is instantly available to the public, it will be live in search immediately.

 

Schedule

Review: Schedule and Archive