Design Targeted Content
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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1.
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From the Design tab, create a part or add an existing part. |
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To create a part to appear on the web page for a targeted audience, click Add New Part. The New Part screen appears. |
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To select an existing part for a targeted audience, click Add Existing Part. The Select a Part screen appears. |
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Select the part for the targeted audience, such as “Major Donor Donation Form.” |
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b.
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Click Select. You return to the Design tab. The Targeted Roles and Users column displays the roles and users associated with the selected part. This determines who sees the targeted content on the web page with the Targeted Content part. |
To display a complete list of roles and users associated with a part, hover over the row in the Targeted Roles and Users column.
Note: The first part in the list appears first on the web page for the roles and users associated with the part. For example, the Major Donor Donation Form you selected has view rights for the Major Givers role. When users in this role log into the website and access the donation page, they see a form designed specifically for them that other user roles do not see.
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Create additional parts or include existing parts as necessary for the targeted content. You can include as many parts as you want. For example, you can include the “Healthcare Donation Form” for users in the healthcare profession and the “Simple Donation Form” for the rest of your donors. |
Note: When a user accesses a page with a Targeted Content part, the first part in the list that includes that user or the user’s role appears. For example, Mark Adamson is a member of the Board Members role. When he accesses the donation page, he does not view the Major Donor Donation Form or Healthcare Donation Form parts because those parts are not associated with the Board Members role. Mark views the Simple Donation Form part because he is a user in the Board Members role. If the users or user’s role is not included in any parts on the Targeted Content part, nothing appears in that area on the web page.
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On the Design tab, the first column displays three action buttons. |
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To move a part in the list, click and drag the dotted button on the far left. |
Tip: If you move a part, remember that users with multiple roles see the first part in the list that is associated with one of their roles. For example, Renee Wilson is a major donor, cardiologist, and board member. When she accesses the donation page, she views the Major Donor Donation Form because that part is listed before the other parts on the Design tab.
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b.
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To edit a part, click Click here to edit this part. For example, to add a role to view the targeted content, click this button to access the Targeting & Security tab for the part. |
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To remove a part from the Targeted Content part, click Click here to remove this part. |
Tip: If a part in the list appears in red with a strikethrough, it never appears on a web page because all roles and users are included in previous parts in the list. This occurs if you include the Everyone role, which includes all users, in a part that is not last in the list for the targeted content.
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Click Save. You return to Parts. |