Custom Websites

How to use this page

1. 1

   Find a website

   If you work across clients, select the client first. The library lists each website with its Name, Status (Published or Draft), Content (page and article counts), Updated date and Actions. Select a name or Open to manage it, or View live to open a published website in a new tab.

2. 2

   Create a website

   Select New website. Enter a Name; Website address fills in from it and becomes your-address.sites.saleshive.com. Use 3 to 63 lowercase letters, numbers and single hyphens. Select Create website. The website is created as a private draft with a starter Home page and opens straight away. Cancel closes the form.

3. 3

   Review a website's pages

   Inside a website, the header shows its address and Published or Private draft. The Pages tab lists every page with its Page, Path and Status; published paths link to the live page when the website is published. View website opens a published website in a new tab. Back to custom websites returns to the library.

4. 4

   Prepare a landing page draft

   Open Landing Pages, or select Create landing page on the Pages tab. Select New page draft or reopen a saved page. Enter Page title, Page path, Heading and Page copy, choose an optional website image and description, and set the lead-form wording. Review Private content preview and Draft requirements, then Save private draft. Saving does not publish.

5. 5

   Publish a reviewed page when available

   After saving, select Publish saved page and confirm Publish page. This requires publishing enabled for your account and a live website. Publication does not add a navigation link. Undo publication returns an unchanged published page to private when available. If a change is unconfirmed, reload the saved page before trying again.

6. 6

   Manage blog posts and glossary terms

   Choose Blog or Glossary. Search the list when the search control appears, then open a row or select New post or New term. Enter the title, category, excerpt or short definition, Body (HTML), SEO title and description. Choose Published only when ready, then Save. Existing slugs are locked. Use the row controls to edit, publish, unpublish or view a live item.

7. 7

   Edit page metadata

   Choose Page SEO and use Filter pages. Expand an editable row to change its Title tag, Meta description and eligible Social share image URL. Review the search preview and character guidance, then Save. Blank title or description uses defaults; read-only rows cannot be edited.

8. 8

   Manage website images

   Choose Media. Search by filename or alt text, select Upload images to add files, or use Copy URL and Open full size on an existing image. Use Previous and Next when the library has multiple pages.

What the buttons do

New website / Create website / Cancel

Opens the new-website form, creates a private draft website, or closes the form.

Name / Website address

Names the website and sets its unique sites.saleshive.com address.

Open / View live

Opens a website's tools, or its live address in a new tab when it is published.

Back to custom websites

Returns from a website to the library.

View website

Opens the selected website in a new tab when it is published.

Pages / Landing Pages / Blog / Glossary / Page SEO / Media

Switches the tool for the selected website.

Create landing page

Opens the Landing Pages tab from the Pages list.

Connect an existing website

Opens Connectors, Website for an external provider.

View performance

Opens the separate reporting hub from Landing Pages.

Reload saved pages / Reload this saved page

Checks saved content and publication state after an unconfirmed page change.

Save private draft / Publish saved page / Undo publication

Saves privately, publishes after confirmation or returns an eligible page to private.

New post / New term / Save / Cancel

Creates or edits website content. Cancel asks before discarding unsaved edits.

Publish / Unpublish / View live / Delete

Changes a content item’s publication, opens its live page or permanently removes it after confirmation.

Filter pages / Save / View page

Finds and saves page metadata, or opens a published page.

Upload images / Copy URL / Open full size

Adds images, copies a public image link or opens an image.

Common questions