Website Content Management: Daily Tasks

This section covers the most common website content management tasks on a Joomla website that an average business/organization would be performing on a regular basis; many of our Ottawa web design clients request this information, so we created a special web page for this purpose. But before we begin, let us address what matters most - quality of your website content.

• Write unique content for each page (Joomla article) on your website. First of all, at Joomla Bliss we advise all our Ottawa website design clients that the main rule to remember is that "content is king" so when you write content for your website do not copy and paste portions of your press releases on different pages. 
• Make your website content useful to your readers. The next thing is to make sure that your content is useful to your readers and visitors. Granted, you need to describe your company and your services in the About section. But if you have a Blog, do not write about how great your team lunches are. Your visitors do not care about that. They care about their needs, and this is the main reason why they are on your website, so you need to anticipate your customers' needs and address them while writing content for your website, especially your Blog. It is better not to have a Blog than have a meaningless one that is present there only as a check mark. 
• It is better not to have a forum at all than have an empty one. To have an active forum allow users to post their opinions freely. As a website owner, provide valuable advice to your website visitors in the area of your expertise. So if you launch a forum and there are no content contributors within a month, you need to start promoting it heavily, and if it does not work, it is better to disable the forum. The main reason why forums stay empty is censorship on the part of the website owner and tedious login process. If you want your forum to thrive you need to allow for opposing opinions, conflicts and even risky statements. If the nature of your business prevents this, then you need to make sure to present this as a disclosure in a very visible way.
• Update your website content regularly, make sure that your readers see a date stamp on your pages. If users provide their comments, reply to their comments as much as you can. With websites the principle is the same as with restaurants: people will discover good quality and will come back for more.  If your restaurant is empty, hire a new chef. If your website does not attract visitors, create new content. Your website content needs to be useful and interesting to your visitors first and foremost.
• Make it easier for your customers to read and perceive the content on your website.  Ensure that formatting of your website pages is done nicely. Add white space between sentences and sections, do not clutter your text. Do not use long sentences, split them up in shorter ones. Use a lot of images. Use humour. 
• Ask for feedback and reviews. We ask all our Ottawa website design clients for their opinions and try to incorporate their feedback as much as possible. Below is a list of some of the most common website content management tasks that Joomla website owners are likely to perform on a regular basis. The information is based on Joomla 3. 

Table of Contents

1. Design Layout: Locate Required Items on Your Website
2. What Not to Do When Managing Your Website
3. Basic Website Content Update Tasks
   1. Website Contact/Registration Management
   2. Add a New Article to Your Website
   3. Edit Your Existing Articles
   4. Main Menu on Your Website: Add or Rearrange Items
   5. Edit Existing Modules on Your Website (Contents on the Side Bars)
   6. Copy and Reuse Elements in Your Website
   7. Email List Management (ACYMailing)
   8. Upload a New Image
   9. Replace an Existing Image with a New One
   10. Image Galleries (Phoca Gallery)
   11. Image Slider (DJ Image Slider)
   12. Image Slider (Creative Image Slider)
   13. Community (mylivechat)
   14. Community (Kurena Forum)
   15. Event Management (iCagenda)
   16. General SEO / iJoomla SEO
   17. Backup Your Website: Akeeba Backup
   18. Other Installed Features
   19. Keeping Your Website Updated
   20. Additonal Security Measures

I. Design Layout: Locate Required Items on Your Website 

To view your web design's layouts and module positions, you can go to Extensions > Templates > Options > Templates tab and switch 'preview module positions' to 'Enabled'. Save the setting. If you have implemented caching on your website, clear your cache. (If you don't have any additional caching plugins installed, the standard one is in System > Clear Cache) Now, if you type ?tp=1 on any frontend page of your website (e.g. abc.com/?tp=1), you would be able to see all the module positions your website template is using: 

Note that Joomla uses "Article" instead of a "Page" to define a content element on your website. The most common items that you would need to locate inside your website are identified below:

1. To find the right Module, login to your Joomla admin panel and go to Extensions > Module Manager > then filter by "Position" (or other attributes such as "Status" or "Type") using the drop down boxes on the left.
2. Most static pages are under Content > Article Manager (locate the article by using drop-down filters or the search box).
3. The Menu items are under Menu. Generally speaking, your main menu on the website would default to names like "Main Menu" or "Top Menu".
4. Most images used in website content can be found under Content > Media Manager (treat PDFs as images).
5. If you are using the default Joomla contact functions, the Contact Form Information is under Components > Contacts. Contact Form submissions will be sent to the email address specified. Warning: It is not advisable to make serious changes to the contact form on your own if you are not an experienced Joomla user. Additional contact page conent are often added via modules too; find the module position and search for those modules in Module Manager to edit those contents.
6. Note your Joomla version. Login to your site and look at the bottom right. If you need to provide more information (for example, to the website server host), you can go to System > System Information for more details. The first tab gives you basc info like your PHP and MySQL database versions. In the Folder Permissions tab you can find out if all your web folders are correctly and writable for Joomla; and the PHP Information tab gives detailed information on the server; potentially useful when you are tracking down whether you have the correct server modules installed to run some particular third party extensions.
   

II. What Not to Do When Managing Your Website 

1. Do not click "upgrade Joomla" version (under Components) without comprehensively reviewed how the upgrade may change your Website. Depending on the upgrade or what customizations you have made to Joomla, This can break the site, or corrupt the website design. Upgrades are different from version to version, so please contact Joomla Bliss first. If you decide to risk it, make sure to backup the site first and save it offline on your hard drive.
   
2. Under Extensions > Template Manager – there will be some other templates, do not delete any of them, even if they seem unnecessary.
3. Do not leave blank spaces in the image file names.  Examples of the correct image file names:
   • “umbrella_consulting.jpg” or
   • “umbrellabc01.jpg” but not
   • “umbrella consulting 1.jpg”
4. Although officially no longer required, it is safer to use small letters for image file names. Correct examples:
   
   "yourproduct_keyword1.jpg" or "your-product-keyword2.jpg".
   
   Do include your most important keywords in your image file names.
5. For the first few months, do not delete anything under Modules or Components. Use the “Unpublish” button instead. Simple articles are safe to delete, however. In Joomla 3, there is also the 'Version' funciton that you can turn on. Go to Content > Article Manager > Options. Then in the Editing Tab, select 'Yes' for Enable Versions. When this is activated, every save you make in an article will be stored as a different version and viewed by clicking the 'Versions' button in the editing view, so you can easily revert changes that you don't like.
   
6. Before making any serious changes, make a backup of the site and store it offline (Components > Akeeba Backup).
7. (Breezing Forms Component) Before making changes to the contact form fields, buttons or module parameters or other significant changes, save the previous file under a different name (filename and filename1) and then make changes to the filename. If something happens, you can delete filename and then rename filename1 back to filename – hence restoring the situation at the start.
8. While inside articles and forms, try not to use the "Back" button, use "Cancel" and "Close" instead. Using the "Back" button in your browser will "lock" the article. (This check-in/out feature is Joomla's way to prevent multiple admins editing the same article at the same time. 'Cancel' or 'Close' tells Joomla you finished editing the article, but 'back' in a browser doesn't) To unlock you need to open it again and then Save & Close; or click the 'padlock' icon in the articles view.

III. Basic Website Content Update Tasks

3.1 Website Contact/Registration Management

1. Login > Users > User Manager. There should be only one superuser. A superuser has a complete ownership of the site, they can delete the site and can take it down, so be careful giving the superuser access to external parties or creating another superuser.
2. Contact/Enquiry submission details: emailed to admin
3. If your website has Form components installed, for example Breezing Forms or RSForms Pro, you can also view the submitted entries in the admin backend.

3.2 Add a New Article to Your Website

1. Login > Contents > Article Manager
2. Select an existing article that would be similar in formatting to your future article.
3. Open it > Copy and Save (to right)
4. Rename the Title > Add new text > Save

3.3 Edit Your Existing Articles

1. Login > Contents > Article Manager,
2. Select the article/item you need to edit and click on it.
3. Make changes, do not forget to use the Style tags instead of setting up font sizes manually, and Save.  Save in the right category. This may come in handy when you want to add articles to your website's archive pages as well.
4. Note, for search engines, the two most important tags are: Page Title and Meta Description. Joomla won’t let you create an article without a Title but do not forget to add Meta Description.
   
   
   
5. Occasionally you would notice that the styling you add doesn't match up what is on the website, or that you would like to use some scripts or styles that are already preloaded on the website. If you are familiar with HTML/Javascript, you can click on the 'Toggle Editor' button to switch to the 'code mode', and edit the website code directly.
   
6. There is also a 'Spellchecker' function you can use to check the content spelling before publishing the article on your website. it can take a couple of minutes for the errors to be marked, be patient.
7. The Joomla Meta Description contents will be displayed on the Google search results here:
   
   

3.4 Main Menu on Your Website: Add or Rearrange Items

1. Login > Menu Manager > Main Menu
2. Click on the arrows near the top left of the items grid. The page should refresh and allow you to drag the left most dots for each item. The order is automatically saved when the drag completes. Note that items cannot be dragged across different levels; you will have to edit their parent menu item in the details view first.
   
3. To create a new menu, click New and follow the flow. Define the menu item type (most of them will be "Single Article").
4. Define a “parent” item (i.e. the main menu above the one you are working on). Each new item will be added at the end of its corresponding level.  
5. Select an article to attach to the menu item, click Select Article (top right), select the article you want to "attach" to this menu item.
6. To simplify, you can also Copy one of the existing menu items and then rename it. Select an existing menu item that has similar parameters (similar category) open it and then “Copy and Save”. Rename, Make changes as needed, Save.
7. Leave all other parameters as they are. They are seldom needed.

3.5 Edit Existing Modules on Your Website (Contents on the Side Bars)

1. Extensions > Module Manager
2. Select the module you need to edit and click on it.
3. Make changes and Save.
4. Some modules parse and streamline contents from Articles or from other functional components. Look inside the module parameter box, find the source of its content, go to the respective item, locate the items you need, edit and save.
   The Page Title will be displayed as the very first hyperlinked line, right above the URLs.
   
   The contents of those two fields (tags, in Joomla terminology) are very important! It is recommended to use your important keywords Page Titles and Meta Descriptions:
   • Add your keywords as often as possible
   • Make sure that when users see your links in the search results, those lines make sense to them.

3.6 Copy and Reuse Elements on Your Website

One of the beauties of a CMS is that you can reuse its individual elements on various page designs and sections of your website with remarkable ease.

For example, you have a nice home page slider with rotating images. You can copy the slider module you are using on the homepage design, give it a different name, streamline different images into it and showcase it on other pages on your website. We will take this Slideshow module as an example:

1. Locate the slider under Extensions > Module Manager (In this particular case, the module ‘Homepage Slideshow’)
2. Open it and Save as Copy
   
3. Rename the Title using meaningful names. For example, if you need a slider on the Products section, call it Slider Products.
4. Create a similar folder in your Media Manager. Upload the desired images in this folder.
5. Set the Image folder to the one you just created.
   
6. Edit the details as you see fit.
7. Assign this new module to the required section on your website. Inside this slider module, click on the Menu Assignment tab. Check off the desired sections where you would like to place the new slider. Save.
   

3.7 Email List Management & Newsletters (ACYMailing)

1. Components > Acymailing.
2. Manage each subscription list’s welcome/unsubscribe messages: Lists > Select a list > click ‘plus’ icon next to welcome/unsubscribe messages.
3. Users to manage which user subscribed to which lists; Newsletter to create newsletters, then publish them to be sent to the subscribed users.
4. Statistics to check general stats, percentage of opened newsletters, etc.

More help manuals can be found at http://www.acyba.com/support/documentation.html

3.8 Upload a New Image

1. Login > Contents > Media Manager
2. Create a New Folder. Best to create an individual folder for each Main Menu tab (Products, Features, Illustrations, etc.)
3. Click Upload button at the top left, upload the image from your hard drive into the desired folder.
   
4. Go to the respective article or module in which you would like to add this image.
5. Click on the article or module, open it, place the cursor where your image needs to be inserted.
6. Click on the Image icon inside the Editor panel (next to the link icon). An image panel will appear on the same page. Drill inside the drop-down menu on the left to find the right image, select it, insert it.
   
7. Save. Open another browser and check to see that the image looks good.

IMPORTANT:

• Joomla can shrink images. However, it cannot stretch them. Please note the minimum allowed size for your images.
• You can use a sample image and paste the content over it in Paint/Photoshop/Gimp to better measure the position the image would come out.

3.9 Replace an Existing Image with a New One

1. Upload the image you need and note the image name and its location as an Image Location Path:
   
2. Open the desired Article or Module where this new image is going to replace the old one.
3. Click Toggle Editor right above the Editor Panel (Or 'HTML Code' mode for any editor you may have installed)
   
4. Locate the image source under the tag <img src”..> and replace the old image name with the new one. Make sure the spelling is exactly the same as the actual file name of the new images you had just uploaded (low versus caps, no spaces, etc.).
   

IMPORTANT: The most common errors with images not displaying are:

• Empty spaces between words inside the image file name
• Spelling errors
• Capital letters versus low-case letters
• Image extension (.jpg versus .png)
• Wrong folder or subfolder specified (check the entire Image Location Path; use the code view via Toggle Editor)

3.10 Image Galleries (Phoca Gallery): Adding a New Image Gallery 

1. Components > Phoca Gallery
2. While you can edit the image names again later in Phoca Gallery, it is prudent to make sure all your images have proper names (refer to Section II) and correct image formats (usually .jpg or .png)
3. Use Tags to add new tags that can be assigned to images individually.
4. Create a new gallery section: Create New Category > Publish 'Category'; you can create multiple categories under a parent category. An easy way to understand them is to treat categories as 'albums'.
5. In the Image tab, choose 'Add' or 'Multiple Add' to add new images and assign them to categories. In the Details screen, you can either upload images or select existing images that would appear on the list. There is also a handy folder screen for you to navigate the folder structure and create new folders for each gallery. The concept is similar to section 3.6. While not a must, creating corresponding folders and putting your gallery images into each of them is a good practice. After you added the images and save, Phoca Gallery will try to generate thumbnails to all of them. You can also click 'regenerate thumbnails' in the images screen, should the need arise.
6. Alternatively, you can use Joomla's in-built Media Manager. Select the folder you want to upload images into, click the upload button. Then you can click Choose Files to select the target images. Note that this upload button support Windows' multiple file selection - simply press Ctrl or Shift on your keyboard as you select the files and you can upload multiple images in one go.
7. If you are familiar with how web file managers work, you can also directly manage the folder structure and upload/rename images with Components > Extplorer. It works similar to Windows Explorer, where you can right-click on files to rename or delete. The most important step is to locate the right folder or sub-folder.
8. There are several ways to display your categories/albums. The easiest way is to embed them into a Joomla Article. If you have the Phoca Gallery Content plugin installed, you should see a button called "Phoca Gallery Image" in your article Edit screen. Click that button and you can select the gallery to be shown. 
9. The button will add a line of code with the options you chose to the article content. A quick way to show different galleries while keeping all the other graphic options the same is to copy that code, for example, {phocagallery view=category|categoryid=14|limitstart=0|limitcount=0}, and change categoryid=XX - the category ID (which you can find in Phoca Gallery's categories view).
10. Alternatively, you can create a Menu Item of Type 'Phoca Gallery Category' to show a gallery.

3.11 Image Slider (DJ Image Slider)

1. Components > DJ Image Slider
2. It is prudent to make sure all your images have proper names (refer to Section II) and correct image formats (usually .jpg or .png)
3. Create a new catergory for each slider module you would like to show.
4. Upload your images to the appropriate folders. Create new slides, and assign one image to each. Then assign the slides to the relevant slider(category).
5. Then in the slider modules, select the relevant slider/category ID.

More documentation can be found on the developer website.

3.12 Image Slider (Creative Image Slider)

1. Components > Creative Image Slider
2. It is prudent to make sure all your images have proper names (refer to Section II) and correct image formats (usually .jpg or .png)
3. Create a new Slider for each slider module you would like to show.
4. Upload your images to the appropriate folders. Create new Items, and assign one image to each. Then assign the items to the relevant slider. You can additionally assign a 'popup image', which would show up when the user click on the slides' magnifying buttons.
5. Then in the slider modules, select the relevant slider/category ID.

3.13 Community (welivechat)

1. Welivechat is a hosted chat service that allows users to install a chat widget and manage live help sessions for their websites.
2. After activating the welivechat Joomla module in a module position and saving your client ID, the chat widget would appear on the site. The button would say 'leave a message' if no one is logged into the welivechat console. Otherwise it would say 'chat'.
3. You can adjust the widget style in the welivechat account. Embedded Chat > Template.
4. You can then open the Agent Console and starts monitoring site visitor/receiving chat requests.
5. Then in the slider modules, select the relevant slider/category ID.

More documentation can be found on the developer website.

3.14 Community (Kurena Forum)

1. Kurena is a free Forum component for Joomla.
2. It has its own default menu under Menus > Kurena.

More documentation can be found on the developer website.

3.15 Event Management (iCagenda)

1. Components > iCagenda
2. You can create event categories and then assign new events in them.
3. The 'Custom Fields' tab allows you to add custom info fields to events

More documentation can be found on the developer website.

3.16 General SEO / iJoomla SEO

1. Mass edit articles meta-tags and description: Components > iJoomlaSEO > metatags
2. Edit tags of images individually in Phoca Gallery
3. Site-wide METAs: Site > Global Configuration. It is advisable to set individual METAs on each article, i.e. Google detects identical tags, so at least a minor change is advisdable.

IMPORTANT: Use this component with caution. Do not change more than 10-15 meta sets per day.  In our experience, after changing 100+ meta sets in one day, our ranking on Google dropped. There is no 100% proof that this was the factor in a dropped ranking but caution is advised. You can uninstall this component if not used. It is a commercial component, so a new version will require licensing fees.

3.12 Backup Your Website: Akeeba Backup

1. Components > Akeeba > Backup Now > after completion > Administer backup files. Set up your Outlook calendar to remind you to do it once a week or once a month, depending on the volume of content updates.
2. Tips on automating the backup process: https://www.akeebabackup.com/documentation/akeeba-backup-documentation/automating-your-backup.html
3. Make sure to save the backup file offline, on your hard drive.

3.17 Additional Features

1. Edit Resources Archives: any articles created in the ‘blog’ category will be shown in the archive page.
2. Edit the ‘Latest News’ module in position ‘bottom-b’ to edit the Latest News module on the homepage
3. Set the ‘Recent Tweets’ module’s username to start displaying tweets on the homepage.
4. (Widget Kit) Edit Homepage Slideshow: Component > Widgetkit > Slideshow > Frontpage Slideshow. (970px x 400px)
5. (Widget Kit) Edit Homepage Testimonials: Component > Widgetkit > Slideshow > Frontpage Testimonials to edit/add testimonials to the rotation.
6. Edit the ‘Footer’ module to change footer social icon links in code mode. For the homepage icons in the middle, edit the ‘Contact Us’ module instead.

3.18 Keeping Your Website Updated

1. Joomla Core: Components > Joomla Updates
2. Addons: Extensions > Extension Manager > Update > Find Updates

3.19 Additional Security Measures

1. If you have Admin Tools installed, you can use the Quick Setup Wizard to add a secret key to your Admin Url. (The resulting url will become abc.com/administrator/index.php?secretword) This helps prevent some bot scripts to automatically attack the website admin.
   

CAUTION: Make sure the new updates are compatible with your Joomla version. It is best not to update complex functional components independently unless you are a very technical person. However, simple components like Extplorer, JCE Editor (for article management) are generally safe to upgrade.

IMPORTANT: Upgrade from Joomla 2.5 to Joomla 3.x is a separate project. It cannot be performed independently. Further versions, i.e. after Joomla 3.0 can be upgraded with relative ease. But please do not click “upgrade” on the Joomla version by yourself. It can break the site and it can break 3rd party components that you maybe using for some of your site's functionalities, i.e. calendar of events, forum, etc.. If you decide to risk it, make sure to backup the site and save it offline on your hard drive first.