Adding and configuring blocks

To create or edit custom blocks, click Custom Blocks in the homepage.

Custom block library

You’ll land on the custom block library page. This is a list of the current custom blocks that have been created for your site. You can sort the list by clicking on a column header in the list. You can also use the Block description and/or Block type filters at the top and click Apply to only display blocks that match your filter terms.

You can add a new block by clicking + Add custom block (see Adding a New Block).

You can edit a block by clicking Edit next to it.

You can delete a block by clicking its dropdown arrow and selecting Delete.

Adding a new block

Start by clicking the + Add custom block button when viewing Custom block library > Blocks.

Next, select a type of block to create. Some common block types are:

• Basic block: Block of basic text
• Content Conclusion: Block of text for use at the end of articles
  • Embedded logo, block background (color or image) and border can be customized.
• Location CTA: Call to action block
  • Image and link can be added
• Logo Block: Block containing just a logo
  • Card Block: callout card
  • Card title, body, links, image and orientation (horizontal or vertical) can be customized. Multiple links can be added using the Add Card Link button.
• Menu Block: Drilldown navigation menu
  • Menu heading and contextual menu logic can be customized. If “Contextual Menu Logic” is active, you can also customize whether menu displays links at current hierarchical context, whether parent menu items are shown, and whether child links are shown.
• Sticky CTA Block: Small button that remains fixed on screen if user scrolls, clicking reveals the CTA
  • Location on mobile devices, background color, overlay color & opacity, expandable section color, text color. Expandable button label and even external links can be added to the minimized CTA. CTA headline, description, and links can all be added to a CTA Expandable Item, which displays when the CTA is expanded. More buttons can be added using the Add CTA Button button. More expandable items can be added using the Add CTA Expandable Item button.
• Social and Contact Block: Block with social media links and contact links
  • Link and logo can be customized. Multiple social networks can be added to this block using the Add Social Network button.

In every type of block, there is a Revision log message field. When updating a block, it can be helpful to provide a brief summary of the update here. Revision information can be referenced later to understand when and why certain changes were made.

After creating your block, it will appear in the list under the Blocks view.

More about block types

You can access the list of available block types by clicking Structure > Block types. While there may be editable options here, we recommend leaving these types alone. These layouts cover all common use cases and it's generally unnecessary to create more types. If you have a specific need that no available block type is suitable for, you can contact us for help with your particular implementation.

Block layout

Once a block is created, it must be placed in the somewhere in the block layout to be visible to your visitors.

To access the block layout, click Structure > Block layout.

Each page on your site is broken up into regions, however the regions that appear on each page varies. Different types of content have different regions available, and not all pages use all regions available to them. With that in mind, the following is a list of regions that can be selected:

• Site Alert
• Header
• Highlighted
• Breadcrumb (navigation)
• Content
• Pre Footer
• Footer
• Help
• Left Sidebar
• Right Sidebar
• Primary Content Column
• Featured Services for Services Search Page
• Location Page Alert
• Hidden Blocks

Most of these regions will simply disappear if nothing is placed in them. If a page does not use a region, any blocks placed in those regions will not be visible.

The following is a mockup of the layout of regions on the screen:

Adding a block to a region

First, the block of content you want to add must be created in the custom block library.

Click the Place block button next to that region’s header.

In the Place block modal, find the block you want to add. You can use the text box at the top to filter the list by name. When you find it, click Place block next to it in the list.

Below each section header, you’ll see a list of blocks currently included in this section. You can reorganize them by clicking the directional arrows next to the block and dragging the block to a new order in the list (see Rearranging, Disabling and Removing Blocks).

Next, you’ll configure the block.

Configuring a Block

You will navigate to this screen automatically when placing a block.

To configure a placed block, click the Configure button next to it in the Block layout list.

In this screen, you’ll see several options for configuring a block you’ve set.

• Title: This is a mandatory field. It defaults to the title used when the block was created, but it can be changed here.
• Display title: Checkbox, if marked, will display the title of the block on the screen in header font.
• Region: Another mandatory field. This defaults to the region identified when placing the block, but can be changed using the dropdown here to select a different region.

Beyond this, there are many visibility options (see Setting block visibiity).

After a block is configured, click Save block at the bottom to save the updates.

Setting block visibility

The visibility options are organized into 5 tabs:

• Variable: Textbox and inputs for a custom variable and value. If the entered variable meets the value qualification identified, the block will display.
  • Variables can be created and assigned values using a UTM. Once a variable is assigned, it is retained in a cookie and can be referenced on other pages on your site.
  • This is a useful tool for customizing the experience on your site. For examples of variable implementation, please see our Using Variables article.
• Response status: Checkbox list of server response statuses. Select all statuses for which the block should display. If nothing is selected, the block will display on all statuses by default.
• Pages: Textbox for inputting paths of pages in your DXE site.
  • Paths are added one per line and begin with the lead “/” after your domain (e.g. “/home/page1”).
  • Paths can include the * wildcard (e.g. “/user/*” includes every user page in the selection.
  • If an entry starts with !, it is excluded from the selection (e.g. adding “!/user/jc” as a second line to the line above will select all user pages except jc).
  • “<front>” can be used as an entry to select the front page.
  • After your selection is determined in the textbox, you can use the checkboxes below to set whether the block is to be shown on your selected pages, or hidden from them (i.e. shown everywhere but there).
• Roles: Checkbox list, users with the selected roles will be able to see the block
  • Leaving all unchecked defaults to “unrestricted” and any user may see the block.
• Content Type: Checkbox list of content types. Select all types of content that you want the block displayed on.
  • Although you check boxes to indicate which content types you want the block included, leaving all unchecked treats it as “unrestricted” and the block can appear on all types.

Rearranging, Disabling and Removing Blocks

Multiple blocks can be placed in the same region. You can see them in the Block layout view. They will display in order from top to bottom.

To rearrange the order that blocks display in, you can click the four arrows icon next to a block, and drag it to the order you like. You will see an alert that you have “unsaved changes.”

To hide a block without deleting it, you can disable the block. This removes it from view, but leaves it in your block layout list for easy reactivation.

To disable a block, click the dropdown arrow next to it and select Disable. To reactivate a block, click the Enable button next to it.

In the same dropdown, you can delete the block by clicking Remove. You will have to confirm this selection. You cannot recover the block after deleting it, you can only recreate it.

To save any changes to your blocks, scroll to the bottom of the screen and click Save blocks.