Examples of using the project functionality

  • Updated

Publish 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.

  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.

    Image: Example of event information page

  3. Prepare a thank you-page.
  4. Create a registration form using the built-in form functionality or the Optimizely Forms add-on. 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.

    Image: Project items in navigation pane

  6. Preview the pages by clicking Preview.
    • 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 and selecting the top and the bottom items.

    Image: Selecting multiple items in project overview

  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.

    Image: Schedule items for publishing

  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.

Manage 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 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.

    Image: Language versions in Project Items

    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.

    Image: Using preview to translate

  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.

    Image: Publishing all items in project