Back
Step 3: Customize Content
Now it’s time to customize your template! The template you created is set up with a default series of modules based on the page type and entity type you selected. These are optimized for that entity type to help you get started adding content and building out your page.
Below we’ll walk through how to customize the modules in your template and the parameters and data mappings in the modules.
Navigating Page Builder Templates
Here, you’ll see a visual editor you can use to edit the template. You can use the tools on the page to:
Navigate between editing the Content, Design (see Step 4: Match Your Brand’s Styling), and Settings (see Step 5: Page Settings & Meta Data) of the template. We’ll discuss editing Content below.
View an outline of the modules in the template. Add, delete, and reorder modules in the outline. Click into a module to edit component properties, such as mapping content to an entity field or a constant value. Clicking into a module will automatically navigate you to that module in the page preview and gray out the rest of the page.
View what the page will look like once it is published for a specific entity. Changes update in the page preview as you click save.
Toggle the entity and locale you want to preview. Click Edit Entity to open the entity in the Knowledge Graph and make any content changes.
- When you are editing a template, remember that you are previewing the template for one entity. To ensure that your pages are configured correctly for each entity, you have the ability to preview what this page will look like for all of your entities.
Open the page preview and live page in new tabs, so you can view the page as a full webpage in a browser. This allows you to share these links to get buy-in and feedback from others. The preview URL will include all local changes, while the live page will only include published changes. Note there is a unique link for each page. Select your desired entity to access the link for a different page.
Change the viewport between mobile, tablet, and desktop views.
Publish your local changes. The first time you do this, you will have to Activate your page template, indicating that you’re ready for it to go live. Once it is live, you can Update your page template when you have local changes that are ready to be published.
Manage Modules
Modules are horizontal segments of content used to build your pages. In Page Builder, there is a wide variety of built-in modules that you can select from to build your pages. Check out the Pages Module Glossary for a list of all available modules.
If you want to add something more custom to your page, you can use an HTML module, which allows you to write your own code, including HTML, JavaScript via <script> tags, and CSS via <style> tags. However, you should use the built-in modules as much as possible as they are browser-tested, device-tested, and represent user experience best practices. Only use the HTML module if none of the built-in ones fit your use case.
Add Modules
There are two ways to add modules to your pages:
- Click on the + Add Module link at the bottom of the module list. This will add the module to the bottom of the page.
- Click on the plus sign next to the name of a module that has already been added to the page. This will add the new module directly below that module.
Once you click add, a modal will pop up with the list of available modules. Select the desired module and click Add.
Delete Modules
Just like adding modules, there are also two ways to delete modules:
- Click on the trashcan next to the module name.
- While editing a module, click on the Delete Module link from within the module.
Rearrange Modules
Modules can be dragged and dropped so content is displayed on the page in the desired order. To do this, click on the three lines and drag the module into the desired order.
Edit Modules
There are also two ways to edit modules:
- Click on the module name.
- Click on the pencil icon next to the module name.
Each module is made up of a set of parameters. This is an individual piece of content like headline text, an image, or a button. When you click to edit a module, you will see all of the parameters that make up each module. From there, you can edit and configure each parameter of the module. You can choose how to display content and whether parameters should be displayed or removed from the page.
Data Mapping
Content in module parameters can either be dynamic or hardcoded. Dynamic content is pulled in from a field in the Knowledge Graph.
When mapping content to your pages, you have three options:
Use a constant value: Add hardcoded content, which allows you to display the same text or image on every page (e.g. standard header, call-to-action button).
- If you want to remove a parameter from displaying across all of your pages, select “Use a constant value” and delete the text or the image in the parameter.
Map to an entity field: Select a Knowledge Graph field to pull content for the corresponding entity to display entity-specific information (e.g., location address, start time for an event)
- This option is only available for page templates and static pages.
Map to another entity: Select either a field on a specific entity and display that across all pages (e.g., image of the flagship location, corporate-level branding) or a list of entities associated with the entity of the page, which can vary entity to entity (e.g., nearby locations, services offered at a specific location)
Not all modules will have every option available. To identify which options are available for a specific parameter, click More options.
For HTML modules, using constant HTML will display the same content across all pages. Mapping the content of an HTML module to dynamic content stored in a field in the Knowledge Graph will allow you to customize the HTML per entity. You can use embedded fields to do this automatically or manually change the content.
Dynamic Content
Using the “Map to an entity field” and “Map to another entity” options, any content in your Knowledge Graph can be displayed on your pages. If you want to add content to your pages that is not natively built-in to the Knowledge Graph, you can add it as a custom field .
In order to update content on your pages configured to display dynamically, you will need to update the underlying content in the Knowledge Graph. Updates to the content in the Knowledge Graph will automatically be reflected on your Pages. If content is added or removed from a field in the Knowledge Graph that is mapped to your pages, that content will automatically be added or removed from your page. Thus, it is important to preview the page for each entity to ensure the page looks correct based on the information that is being pulled in from the Knowledge Graph.
When you select a field to map to, you will see a preview of that content next to the field name in the sidebar. Once you click Save, the content will appear in the Live Preview on the right. If the field you selected does not have any content, the module field will not appear in the preview until the content is added in the Knowledge Graph.
When selecting fields to map to, you will only see options of the same field type. For example, if you are mapping a URL field, you can only select from a list of URL fields.
Map to Other Entities
You can map content to other entities through a list of linked entities on each entity, a list of linked entities from a specific entity, or a list of entities in a saved filter .
Mapping content to linked entities on that entity is the best way to dynamically display content from other entities. This pulls from the list of associated entities, which can vary per entity. For example, if one location has three associated entities, and one location has two associated entities, the pages for those locations will display three or two entities on the page accordingly.
To set up the Knowledge Graph to link entities, you will need to create an entity relationship custom field and add it to the entity. Follow the Link Entities help article for instructions. If the type of content you want to link does not yet exist in the Knowledge Graph, you can Create a Custom Entity Type . Then fill in the field with the relevant content.
Once you’ve set up your Knowledge Graph, add a list module to your pages to display information from the linked entities on the page. When editing the module, click Choose List Source to choose the list the content should come from. Then map each individual parameter to the field on the linked entity.
The callouts for dynamic content above also apply here.
Now that you’ve read about the options you have for customizing your content, apply it to your own template!