Guide to MODX

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Guide to MODX Green Party of England and Wales Guide to MODX GPEW Web Support Team 31st May 2020 This guide provides an introduction to how to Get Started, introduces the basic concepts for Editing Your Site and provides additional help with Other Site Settings. For help you can open a support ticket at Green Party Digital Support and/or join our Slack channel. Part I Getting Started 1 Introducing MODX 1.1 Why have a website? and to gain new Supporters. The National Green Party website www.greenparty.org.uk Every Local Green Party should have a website visible to the local and each of our Regional Party websites such as westmid- community if they are active and fighting elections. lands.greenparty.org.uk in addition to over 300 local party websites As an active local party your website is an essential campaigning tool all run on our nationally provided system MODX. to let members and supporters know what you care about and how MODX is what is known as a Content Management System (CMS) you are active in your local area. and is a visual way of creating and managing your website. It re- Your website is a useful place to host News stories, to publicise Events quires a small amount of technical knowledge but, once set up, it is 1 easy to use for most day to day tasks. bers; so your MODX website should primarily be seen as a way of communicating with your supporters and the wider community and 1.2 CiviCRM generating support for party policies locally. Since the introduction of MODX, the party has adopted a Cus- tomer Relations Management program, CiviCRM, running on top 1.3 Get started of Drupal, to manage all its contacts, whether with members or sup- porters, and several functions previously handled in MODX are now Get started by Setting up a new MODX website or, if you are still handled, sometimes via a link from MODX, by CiviCRM. CiviCRM using a V1 MODX website, find out about Switching from V1 to V2 provides a wide range of facilities for communicating with your mem- MODX Templates. 2 1.4 Costs and timings up and you will need a couple of weeks to prepare the initial content and get started. We try to process websites as quickly as possible It is absolutely free to host your website on MODX as the costs are but we’d ask that you are patient and plan for about a month for the covered by the National Party. whole process. On requesting a new site it can take a week or two to get this set 2 Setting up a new MODX website Step 1 — Request a new website is today. Once the website is ready, you can begin to add content by logging in to The Manager page and replacing the sample content. To set up a new MODX website, first of all please open a support ticket at Green Party Digital Support. Step 3 — See your website before it is published On this ticket please state which local party this is for and share links to any existing websites that you have already. In order to enable you to see your website before it is published, your site will be named test-<localparty>.greenparty.org.uk which Step 2 — Prepare your content you can use in your browser or by clicking on View in MODX in order to view your website. When you are ready to go live ‘test-’ will be On receipt of this support request the support team will set up your removed from the website name. basic website with all of the main pages. This will include sample content from a template website. What you will need to do is write Step 4 — Make your website live the content for the website including such things as: • A website introduction When you have added all of your content, let the support team know. • One or two news stories We will normally check the website and then arrange for it to go live. • Councillor or candidate biographies We will remove the test- part of your URL in order to make the website accessible to the whole world. • Event or meeting times • Campaigning activity Step 5 — Celebrate and tell the world • Contact details to replace the sample content. You can be preparing your content Now that your website is live be sure to pat yourself on the back and whilst we are setting up your basic website. For an example of a live tell the world (or at least your local constituents) that you website is local website you can look at the Islington Green Party website as it live and don’t forget to keep it up to date! 3 3 The Manager page All content on your MODX website is controlled from the Manager will be have been sent via email and text respectively. If you don’t login: yet have a login please ask your chair/coordinator to request one by opening a support ticket. If at any time you change your personal email address in CiviCRM, make sure that you also change it in MODX as, if you use the For- gotten password option in MODX, it will send the reply to the email address which the support team member copied from CiviCRM when you were first given access. Once logged in you’ll be presented with the Manager Home page (figure 1 on the following page). On the left hand side you can see The Document Tree where you manage all of the pages on your website. In the main section you will be presented with the standard page wid- You can access this page by visiting gets which contain general information about the website status. The https://greenparty.org.uk/manager/ support team will use these widgets to share information on website You’ll be asked to submit your username and password which you updates and major changes. 4 Figure 1: The Manager home page 5 4 The Document Tree • Right clicking on the website name and selecting ‘Edit context’ would lead you to the Context Settings page where you can specify certain website wide settings — except that a bug in MODX has meant you will have to ask the support team to edit these settings for you. • Click on a page to enter the Editing Pages window. • The front page of your website should be at the top of the tree — in this case the page Islington (9651); this will normally be labelled Home in newer websites. • To move a page, drag the icon to the left of the page name up or down; a line will appear which hops between pages to indicate where your page will end up when you drop the page. • The number in brackets is the Page ID — you use these to specify links around the website in the format [[~123456]]. 4.2 Page text and icons explained The Document Tree on the left hand side of The Manager home page • Bold text means that the page is currently being edited. is where you manage all of the content on your website. • Italic text means that the page is unpublished. The Resources tab contains all of your pages and news articles. • Black text means that the page is a menu item. The Files tab is where you will find the folders for the • Grey text means that the page is hidden from the menu. documents you want to upload and the images you want • Red Strikethrough text means that the page is deleted (only to display on your website. You should upload docu- the support team can remove these pages). ments to ‘assets/files/localparties/localparty’ and images to • A folder image contains other pages (MODX calls these Con- ‘assets/images/local_parties/localparty’ where ‘localparty’ tainers) — open a folder by clicking on the small arrow to the is replaced by the name you have been given for your new local party left. website (see 14.2). • The teacup image is an Articles Container, usually for News Articles which are fully explained in Adding News Stories. 4.1 Managing your pages • Documents with a chain link are links which can be used to • You open the document tree by clicking on the the small house connect to external pages or redirect to other parts of your image. website. 6 5 Context Settings Context Settings are where one can specify certain website wide set- tings. Unfortunately, you cannot access the Context Settings because a bug in MODX causes other local and regional parties’ settings to be changed if a local or regional party editor edits the Context Settings. So you will need to raise support ticket to make any changes. What may need amending Most settings will be set when your website is set up. However, you will need to add some and ask for others to be changed from time to time. The key ones are: 1. The site imprint should contain your Election Agent’s name. 2. The site imprint address should contain the local party address or the Election agent’s address. 3. The ID of your local party Donate page; leave this as it is if you do not have a local party Donate page. 4. Your local party Facebook page if you have one; leave this as it is if you do not have a local party Facebook page. 5. The ID of your local party News page. 6. The ID of your RSS feed page. 7. The ID of your Home page (this must be the top page in the list of pages).
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