Pages
Pages
Pages are custom content records you attach to menu items and render with a page template from Design Studio. Use pages for FAQs, program rules, resource libraries, and any static content that is not a blog article.
Each page stores title, subheading, body text, downloadable files, external links, visibility tags, and a template choice. What members actually see depends on which components are on that template—for example Page Headings and Page Text display fields from the Content tab.
Overview
From Content → Pages you can:
- Create and manage custom pages (Active or Inactive)
- Write page content — title, subheading, and body (when the template supports it)
- Attach resources — PDF/image files and external links
- Choose a template — system Basic Page or custom templates from Design Studio
- Control visibility with member and company tags
- Link pages in menus so members can navigate to them
Page dialog tabs
| Tab | Purpose |
|---|---|
| Content | Page title, subheading, and body text |
| Resources | File uploads and external links |
| Template | Layout template (Basic Page or custom) |
| Settings | Status and member/company tags |
Where to find it
- Route:
/pages/{programId} - Side navigation: Content → Pages
Custom pages appear on the member site when added to Menus under Pages (listed by page title) and when the page Status is Active.
Prerequisites
- An open program with program administrator access
- Editor role (or higher) — required to create, edit, and delete pages
- For custom layouts beyond the default, create page templates in Design Studio (Manage Custom Templates)
- To show a page in navigation, create a Menus item pointing to the page
- Member and company tags (optional) — see Members and Companies
Pages list
The list is a searchable table:
| Column | Shows |
|---|---|
| Status | Active or Inactive |
| Title | Page title (click to edit); internal name shown as caption when set |
| Template | Basic Page or custom template name |
| Created | Creation date |
| Updated | Last update date |
| Actions | Edit, Delete |
Click new to create a page, or click the title to edit.
Step-by-step
Create a page
- Open Content → Pages → new.
- On Content, enter Page Title (required).
- Optionally enter Page Subheading and Page Text.
- On Template, choose a template (see Choose a template).
- On Settings, set Status and optional Member Tags / Company Tags.
- Click Save.
Save the page once before attaching files on the Resources tab—a new page must exist in the database before uploads are allowed.
Content tab and templates
The Content tab shows indicators next to each field:
| Indicator | Meaning |
|---|---|
| Green check | The selected template includes Page Headings or Page Text—this field will display |
| Orange info | The template does not include that component—content saved here will not appear until you add the component in Design Studio |
If your template uses Banner, Image, or column text components instead, those fields are configured in Design Studio, not on the page record.
Add resources (Resources tab)
Attach downloadable files and links members can open from the page.
Add a file
- Save the page first if it is new.
- Enter a Description.
- Choose a file (accepted types: .pdf, .jpg, .jpeg, .png).
- Click Add File. Upload progress shows on the button; the page saves automatically when complete.
Add a link
- Enter a Description.
- Enter the full Web Address (include
https://orhttp://). - Click Add Link.
The Resources table lists all attachments with type (File or Link), description, filename/URL, and a remove action.
Choose a template
On the Template tab, select which layout renders this page:
| Template | Description |
|---|---|
| Basic Page | System default; typically uses Page Headings and Page Text |
| Custom templates | Created in Design Studio; may include Progress, Awards, Banner, column text, and other components |
The dropdown shows each template’s active components. Components marked with a bolt icon pull data from the page record (Page Headings, Page Text).
To create additional templates:
- Open Design Studio.
- In the editor drawer, open Manage Custom Templates (gear icon when custom templates exist).
- Add a template, configure its components, and save.
- Return to Pages and assign the new template on the Template tab.
Control visibility (Settings tab)
| Tags selected | Who sees this page |
|---|---|
| None (empty) | All members (subject to login and menu access) |
| One or more member tags | Members who have at least one of those tags |
| One or more company tags | Members whose company has at least one of those company tags |
Both member-tag and company-tag rules must pass when tags are set on both lists. Set Status to Inactive to hide the page without removing it from the admin list.
Link a page in navigation
- Open Menus.
- Create or edit a Primary or Secondary menu item.
- Under Page, expand Pages and select your custom page.
- Save the menu item and Save Order if you reordered items.
Edit or delete a page
- Edit — Click the title or row Edit. Update any tab, then Save.
- Delete — Row menu → Delete → confirm.
You cannot delete a page that still has file resources attached. Remove files from the Resources tab first, or set Status to Inactive instead of deleting.
How pages connect to Design Studio
- Basic Page and custom templates are defined in Design Studio under Content (custom templates) or as the built-in default.
- Each Page record in Content → Pages picks one template on the Template tab.
- Page Headings and Page Text components on that template read title, subheading, and body from the page record.
- Other components on the template (for example Progress for Leaderboards or Awards for Awards) are configured in Design Studio and pull data from their respective apps—not from the page Content tab.
Tips and limitations
- Editor role required — Observers can view the list but cannot create or delete pages.
- Save before uploads — File attachments require a saved page ID.
- Delete blocked by files — Remove file resources before deleting; links alone do not block deletion.
- Template drives visibility of fields — Title/subheading/body only render when Page Headings / Page Text are on the chosen template.
- Demo programs — Create, save, delete, and uploads are disabled on demo programs.
- Inactive vs delete — Use Inactive to retire a page while keeping history and menu references easy to restore.
Related
- Design Studio — Page templates, Basic Page layout, and embedded app components
- Menus — Add custom pages to primary and secondary navigation
- Articles — Blog posts (separate from static pages)
- Leaderboards — Shown via Progress components on page templates
- Awards — Shown via Awards components on page templates
- Target Trackers — KPI data often paired with Progress components on program pages
- Members — Member tags for page visibility
- Companies — Company tags for page visibility
