How to create content

Digital Agent let’s you build new pages for your site. It’s quick and easy to do - think of the content types as a pre-made template.

How to create a custom landing page: 

  1. From the Digital Workspace homepage 

  2. Click ‘Dashboard & Settings’  

  3. Click ‘Your Pages’ 

  4. Click ‘Add Page’  

  5. Create your landing page by adding the following:

    1. Type of Page’: Select option from dropdown menu 

    2. Page Title’: Add the page title into field. 

    3. URL’: Add a web link into the ‘URL’ field.  

    4. Choose Standard Page Template’ 

    5. This creates the structure that helps you customize the page. 

  6. 'Search Engine Optimization’ (box): 

This option helps the user determine how they want an article to appear in search engines (such as Google). It’s useful to know how these options work when considering SEO for your blog and site. 

  • Search Engine Title’: Add preferred title into the field. 

  • Meta Description’: Add description into the field. 

    • The copy entered in this field shows up as the description in search engines. 

  • Tags’: Type in the keywords and phrases into the field. Press ‘Enter’ on the keyboard for each entry. 

    • This creates meta tags for this post. A mega tag is a snippet of descriptive text you’ll include in the code of a web page, but it doesn’t appear on the page itself. Meta tags help search engines understand what your site is about and index your page, which is critical when you want to rank on search engines for the right keywords.1

  1. Click the ‘Save this page’ button

  2. Return to the Digital Workspace homepage. 

    • Note: Now that you’ve created your new dashboard, you can view it on your website 

  3. Click ‘My Website’ to see your new page and begin to customize. 

[1] Caroline Forsey, “The Plain-English Guide to Meta Tags & SEO,” Blog.hubspot.com, March 18, 2020, https://blog.hubspot.com/marketing/meta-tags.  

How to create a new form: 

Digital Agent allows you to build custom forms for your website. 

  1. Go to the Digital Workspace homepage dashboard. 

  2. Click ‘Forms’. 

  3. Click ‘+New Form’.

Step 2: Design your form 

  1. Set up your form with the following: 

     
    1. Title’: Type your form title in the field. This is a required field. 

    2. Description’: This is a short description of the form. 

    3. Send form responses to’:  

      • Select an email address where you would like to receive responses. 

    4. Submission Button Text’: This is the copy that appears on the button. 

    5. Set an expiry date’: Click the checkbox and schedule a date and time. 

      • Date - box: [YYYY-MM-DD] 

      • Hour – box: [dropdown] 

      • Minute [dropdown] 

  2. Click ‘Next Step’  

Add new field 

Now that you’ve created your form, you can add and customize it to suit your needs.  

  • Note: You don’t have to use all the available options. 
     
  1. Choose from the following: 

    • Email 

    • Checkboxes 

    • Dropdown(s) 

    • Text fields 

    • Paragraphs 

    • Multiple choice 

    • Website 


Note: You can change the order of the content on your form by dragging and dropping after you create a field. 
 

  1. Once you’ve customized your fields, click the ‘Next Step’ button.  

 

Step 3: Add a disclosure message 
 

  1. Disclosure Messages’: 

    • Optional step - You can add a disclosure message, which can be used to inform people who fill out the form what you plan to do with that data they’ve provided. 

  2. Click the ‘Next Step’ button. 

Step 4: Add a confirmation email 


Optional step: Add a confirmation email, sent from your email address you provide to the person who has filled out the form.

  1. Click the ‘Submit for Approval’ button. 

    • All forms will require a compliance review.

How to create a blog: 


New blog posts are added to the Digital Agent platform twice per month. Instead of writing content, you can save time and subscribe to this service to have relevant, engaging articles shared automatically to your website.  


To subscribe to blog services, start by going to your Digital Workspace dashboard. 
 

  1. Click the ‘Blog’ icon. 

    1. This brings you to the ‘Blog Manager’ page. 

    2. Click the ‘Blog Subscriptions’ button in the top left corner. 

    3. From here, you have three options:

      1. 'Do not stream from this hub' - articles will not automatically be added to your site every month.

      2. 'Stream all articles' - at least two articles will automatically be added to your site every month.

      3. 'Personalize subscription' - choose which articles you would like to have added to your site every month, based on the options listed on the left in the 'Categories' section. You can also filter by tags, date range, and author.

    4. Choose ‘Save Preferences’ on the right side. 


To create a new blog article, start by going to your Digital Workspace dashboard. 
 

  1. Click the ‘Blog’ icon. 

    • This brings you to the ‘Blog Manager’ page. 

  2. Click the ‘+Add Blog Post’ button in the top right corner. 

    • Note: This brings you to the ‘Add Blog Post’ page.  

  3. Title’: Type your blog article title in the field. 

    • This is a required field. 

  4. Upload Feature Image’:

    1. This is the image that appears on both the blog article and home page.  

      1. Browse’: Click button. 

      2. Select an image from your computer. 

      3. Click the ‘Open’ button. 

    2. Note: You’ll want to make sure your custom banners are high resolution. Ensure image size is 1500 x 650 pixels.  

      1. Edit Feature Image – view

        1. You can resize the image both manually OR by using the ‘Crop Dimensions’ tools. 

        2. Click ‘Ok’ button. 

  5. Scheduled Date and Time’: Type in the date you wish your blog article to be published. At the chosen date and time, your site will automatically do it for you. 

    • This is a required field. 

  6. Set an expiry date’:  

    1. Click the checkbox and schedule a date and time. 

    2. Date - box: [YYYY-MM-DD]  

    3. Hour – box: [dropdown] 

    4. Minute [dropdown]  

      • Note: At the given date and time, the CMS will automatically remove the post. 

  7. Excerpt’: Type copy into the field. 

    • This copy serves as a short description of a blog entry. When a blog entry is published on the home page, the excerpt copy appears here. Character limit: 250. 

  8. Author Alias’: Type the author’s name or alias in the field. 

  9. Text field (this is not labeled):  

    1. Below the “Author Alias” field, you’ll see a text field with a toolbar. When you enter text into this field, you can use various formatting options to customize it to serve your needs. It’s as easy as using Microsoft Word. 

    2. Note: Before copying and pasting your content into the CMS, it’s best to first paste the content into an application like Notepad. This removes any hidden formatting that your Word document or website content may have. 

    3. Note: To learn more about setting up proper heading structures, see the “How do I set up proper heading structures?” question in the FAQ section. 

  10. Categories’: Click one or more checkbox options to assign a category for your blog post. This helps the CMS organize your posts on your site. 

  11. Tags’: Type in the keywords and phrases into the field. Press ‘Enter’ on the keyboard for each entry. 

    • This creates meta tags for this blog post. 

  12. Search Engine Optimization’ (box): 

    1. This option helps the user determine just how they might want an article to appear in search engines (such as Google). It’s useful to know how these options work when considering SEO for your blog and site.  

    2. Note: You might use this section if you have your own personal blog or contribute to an advisor blog and are looking to drive traffic to those sites instead of your advisor site. An example that applies to Canada Life would be if we were to publish an article to Digital Agent that originally was posted on the Freedom 55 site. Generally, as a best practice, you won’t need to touch this unless the above applies. 
       

      1. Disable Search Engine Crawling’: It’s recommended you do not select this checkbox. If you click this checkbox it will prevent your article from appearing in search engines. This is a feature that the company uses when articles are posted from multiple sources to prevent article duplication in search engine results.  

      2. Search Engine Title’: Add preferred title into the field. 

      3. Blog Post URL’: Add customized URL information. 

        • This can be useful if you want to shorten the URL. 

      4. Meta Description’: Add description into the field. 

        • The copy entered in this field shows up as the description in search engines. 

      5. Canonical URL’: Add original source URL into the field. 

        • You might use this field if you’re recreating/republishing an article that’s been previously published elsewhere. By entering the original URL into this field, it makes sure the SEO analytics is properly directed to the original source. 

How to save or submit for approval 

Have you filled in all the information and are ready to publish? There are a few steps to complete first: 

Save as Draft’: Click the button in the bottom right corner. 

  • It’s recommended that you should ‘Save as Draft’ first.  

Submit for Approval’: Click the button in the bottom right corner.  

  • This button automatically sends the article to the compliance team for approval.