Creating a PageBuilder Page

Eliana Goncalves · July 2015

I'm trying to create a page builder page where constituents will obtain a pdf article after they register on the page. How do I go about setting that up?

Jon Reich · July 2015

Hi Eliana,

There are a few different ways you can do this, but one approach would be to simply put a "logged in" conditional on that Pagebuilder page. Then have the following states:

IF NOT LOGGED IN:

- login fields.. or survey/reg form

IF LOGGED IN:

- Link (prob a thumbnail image of the pdf as a button) to download the PDF file.

If you needed it to be more specific than just "logged in" or not... you could also do the conditional based on Group membership instead... and the same basic approach would work. You can find the group ID of any group by going to Cons360 > Groups > Find your Group and click on it. The group ID will be along with the information about number of members (in this example the Group ID is 5646):

[[?x[[S45:5646]]x::xTRUEx::



::



]]

Shout if you need more info or help w/ the conditional coding.. but it's pretty straight-forward one you get the hang of it. This page might help:

https://secure2.convio.net/customer/luminate_online/v10/s-tags/Help/S-Tags_Left.htm#CSHID=1000

Thanks,

Jon

--

Jon Reich

Cathexis Partners

www.cathexispartners.com

Eliana Goncalves · July 2015

..

Eliana Goncalves · July 2015

Hi Jon, I appreciate your help, however, I do not have any html coding knowledge and am afraid I need a bit more detailed steps on how to insert these conditionals. The only thing I have been able to insert is the html component. I have included a screenshot of where I got stuck.

Jon Reich:

Hi Eliana,

There are a few different ways you can do this, but one approach would be to simply put a "logged in" conditional on that Pagebuilder page. Then have the following states:

IF NOT LOGGED IN:

- login fields.. or survey/reg form

IF LOGGED IN:

- Link (prob a thumbnail image of the pdf as a button) to download the PDF file.

If you needed it to be more specific than just "logged in" or not... you could also do the conditional based on Group membership instead... and the same basic approach would work. You can find the group ID of any group by going to Cons360 > Groups > Find your Group and click on it. The group ID will be along with the information about number of members (in this example the Group ID is 5646):

[[?x[[S45:5646]]x::xTRUEx::



::



]]

Shout if you need more info or help w/ the conditional coding.. but it's pretty straight-forward one you get the hang of it. This page might help:

https://secure2.convio.net/customer/luminate_online/v10/s-tags/Help/S-Tags_Left.htm#CSHID=1000

Thanks,

Jon

--

Jon Reich

Cathexis Partners

www.cathexispartners.com

Allison King · July 2015

Hi Elianna,

You can also use the WYSIWYG to insert the conditionals. Use the "IF" button on the third row of the toolbar. If you need help working with conditionals in the WYSIWYG, I recommend the WYSIWYG lesson in the "Basics of Content" video in Training Central.

Jon Reich · July 2015

Hi Elianna,

In your screenshot. .you just need to enter placeholder text in that field and that will place the code on the page using the placeholder (which you can then edit later to update to the log in fields).

Or if you're not comfortable working in the code, I'd say try Allison's idea of turning the WYSIWYG back on and see if that's a more user friendly approach for you (using the IF conditional tool button). Again.. you can simply use placeholder text to start (just to get the conditional on the page), and then you should be able to click "within the conditional area" and use the toolbar again to add content or other components like the log in fields.

I hope that helps get you a step further. If you get truly stuck... there are Blackbaud Partners like ourselve and others that can help you with this sort of thing if you hit a frustration wall... but great to see you getting in there and getting your hands dirty with conditionals!

Thanks,

Jon

--

Jon Reich

Cathexis Partners

www.cathexispartners.com

Liz Pomper · August 2015

This was a very timely question. I'm trying to do the same thing. I have a survey set up which adds people to a group, and then directs people to my PageBuilder page. I do have the survey logging people in, and I made sure the "Survey Submitted Page" had auto-login as well. Unfortunately, I'm only seeing the content for people NOT in the group when I complete the survey. Is my code set up correctly, or do you think the survey may need to be tweaked? NOTE: This is the entire content of the HTML component in the PageBuilder page.

Here's the code:

[[?x[[S45:116761]]x::xTRUEx::



Thank you for your interest in adopting an Important Bird Area. We'll put you in touch with your state contacts and get you involved!

 

We hope you find Cooking Up Conservation Success: Recipes across the U.S. Important Bird Areas Network useful. You can download your copy here: 

<a href="http://web4.audubon.org/bird/iba/documents/CookingUpConservationSuccess.pdf" target="_blank">

Cooking Up Conservation Success</a> (19 MB PDF)

::

Thanks for your interest in getting involved with Important Bird Areas conservation. Please <a href="http://www.audubonaction.org/site/Survey?ACTION_REQUIRED=URI_ACTION_USER_REQUESTS&SURVEY_ID=19480">tell us a little bit about yourself</a> to download a free copy of Cooking Up Conservation Success: Recipes across the U.S. Important Bird Areas Network.

]]

Liz Pomper · August 2015

UPDATE: The code is working when I test with a NEW email address (because the survey is set to automatically log in "new constituents who submit responses to this survey"). However, I can't get it to work when I use an email address of an existing constituent, even though I did add "autologin=true" to the "Survey Submitted Page" link (PageServer?pagename=aa_ibacookbook&autologin=true).

Any ideas on how I can work around this issue? I expect that many people who are trying to access the document will already be on our list.

Noah Cooper · August 2015

The autologin=true parameter only works in Email Campaigns. What that parameter actually does is tell the code that sends out email messages that it needs to tokenize the URL so that it will log someone in when they click it (you'll note that the URL that actually gets sent in emails looks like http://www.mydomain.com/site/R?i=1234 rather than your original URL). There's no way to log an existing constituent in through submitting a Survey, since if that was possible, someone else could login as them by just entering their email address, and that'd be a big security no-no.

You really can only conditionalize on Group membership if you know for certain that people viewing the page are going to be logged in either through an autologin link, a Remember Me cookie, or by actually logging in with a username and password.

Creating a PageBuilder Page

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