How to Manage the Secondary (Left) Navigation

 

 

Introduction:

Thank you for creating a website with MembersFirst. In order to help your club's team stay up-to-date on how to manage your sub-navigation, we've included this guide to show you how easily you can now add/edit/remove pages from your navigation.

What is Sub-Navigation?

Traditionally, sub-navigation items are found in the left column of the website. They contain Tier-2 and Tier-3 navigation items.

Table Of Contents:

In this guide we will cover the following areas:

Opening the Edit Navigation Module

From the Website Front-End Admin Toolbar

  1. Log into the Private Side of the website and click "Edit Navigation" from the Admin Toolbar:

From the Website Back-End Admin Home Screen

  1. Log into the Admin Home Back-End of the website. Make sure you're on the Admin Home screen:
  2. In the "Applications" box, click into the "Find Application" search bar and type "Site Navigation":
  3. Click on "Site Navigation - Lite". You will see a screen similar to:

Selecting the Section of the Site to Edit

From the Website Front-End Admin Toolbar

  1. Log into the Private Side of the website.
  2. Navigate to the section you want to edit navigation within
  3. Click "Edit Navigation" from the Admin Toolbar. This opens the Edit Navigation Module to the desired section's navigation already pre-selected:

From the Website Back-End Edit Navigation Module

  1. Choose the appropriate private or public template, depending on whether you want to edit the navigation on the private facing or public facing side of the site respectively. You may have multiple templates to choose from. Make sure to select the one that is active on your site by selecting the one that has "(DEFAULT PRIVATE TEMPLATE)" or "(DEFAULT PUBLIC TEMPLATE)" in the name:
  2. Choose the appropriate section of the site from the "Group" dropdown. This will take you to the screen where you can add/edit the navigation:

Adding a Page (Tier-2)

These steps assume you've opened the edit navigation module and have selected the section of the site to edit as outlined above.

  1. Click the "+" symbol next to the section's title.

    This opens the "Add Nav Item" area:
  2. If you want the page you're adding to open in a new tab or new window, click the checkbox next to "Opens in a new tab". If un-checked, this page will load in the same window the user is on.
  3. Add the name of your new page in the "Heading" field:
  4. To make the link live on the navigation bar of the site, make sure the checkbox next to "Active" is selected. If un-checked, the link will not be available on the front-end of the website:
  5. Choose the type of page this will be from the "Contents" dropdown.
    1. Content Items Available:
      1. Library Document (Text Page):
        The page must be created before you can add it to the navigation. If you need to create the new page, follow these steps (video | step by step instructions).

        From the "Library Document" dropdown, select the page you're adding:

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      2. Insert
        The page must be created before you can add it to the navigation. If you need to create the new page, follow these steps (video | step by step instructions).

        From the "Insert" dropdown, select the page you're adding:

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      3. Image Album
        The album must be created before you can add it to the navigation. If you need to create the new album, follow these steps (video | step by step instructions).

        From the "Image Album" dropdown, select the page you're adding:

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      4. Marketing Form
        The form must be created before you can add it to the navigation. If you need to create the new form, follow these steps (video | step by step instructions).

        From the "Marketing Form" dropdown, select the page you're adding:

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      5. File Download
        The document must be uploaded before you can add it to the navigation. If you need to upload the new document, follow these steps (video | step by step instructions).

        From the "File Download" dropdown, select the page you're adding:

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      6. View Image
        The image must be uploaded before you can add it to the navigation. If you need to upload the new image, follow these steps (video | step by step instructions).

        From the "View Image" dropdown, select the page you're adding:

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      7. Survey
        The survey must be created before you can add it to the navigation. If you need to create the new survey, follow these steps (video | step by step instructions).

        From the "Survey" dropdown, select the page you're adding:

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
    2. Lists of Items Available:
      1. Library Documents
        This will show an automated list of pages in the system defined by a certain type/subtype. The type/subtype must be created before you can add it to the navigation. To create a new list type/subtype, follow these steps (type | subtype). If you need to create a new page within this list, follow these steps (video | step by step instructions).

        From the "Library Document Type" dropdown, select the type of list you're adding:

        (OPTIONAL) If you want a further segmented list by sub-type, from the "Library Document Sub Type" dropdown, select the sub-type for the list you're creating:

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      2. Image Albums
        This will show an automated list of pages in the system defined by a certain type/subtype. The type/subtype must be created before you can add it to the navigation. To create a new list type/subtype, follow these steps. If you need to create a new album within this list, follow these steps (video | step by step instructions).

        From the "Image Album Groups" dropdown, select the type of list you're adding:

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      3. Files
        This will show an automated list of files in the system defined by a certain type/subtype. The type/subtype must be created before you can add it to the navigation. To create a new list type/subtype, follow these steps (group | subgroup). If you need to create a new page within this list, follow these steps (video | step by step instructions).

        From the "File Library Groups" dropdown, select the type of list you're adding:

        (OPTIONAL) If you want a further segmented list by sub-type, from the "File Library SubGroups" dropdown, select the sub-type for the list you're creating:

        (OPTIONAL) If you want to show all files in a particular folder, from the "Folder" dropdown, select the folder of files for the list you're creating:

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      4. Website Links
        This will show an automated list of external website links in the system defined by a certain type/subtype. The type/subtype must be created before you can add it to the navigation. To create a new list type/subtype, follow these steps (type | subtype). If you need to create a new page within this list, follow these steps (video | step by step instructions).

        From the "Site Links Section" dropdown, select the type of list you're adding:

        (OPTIONAL) If you want a further segmented list by sub-type, from the "Site Links Sub Sections" dropdown, select the sub-type for the list you're creating:

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      5. Email Archive
        This will show an automated list of emails sent through the system to the membership that have been flagged as an "archived" email. If you need to send an email and flag it as archived, or flag a previously sent email as archived, follow these steps.

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      6. Surveys
        If you need to create a survey to appear on the list page, follow these steps (video | step by step instructions).

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
    3. Modules Available:
      1. Calendar
        This will show the website calendar with the option to filter the calendar by category group or segmented further by category. If you need to create a new category group or category, follow these steps (category group | category).

        (OPTIONAL)From the "Calendar Category Groups" dropdown, select the group you're adding:

        (OPTIONAL)From the "Calendar Categories" dropdown, select the category you're adding:

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      2. Member Directory
        This page will show members in the member directory with the option to filter the list based on any defined arguments.

        (OPTIONAL)In the "Arguments" field, include the filter(s) needed: - By First Letter of Last Name, include LET= (Example below shows the member directory list pre-populated with everyone whose last name begins with "B")

        - By Member Type, include MTYPE= If you need to filter the list by member type, follow these steps to make sure your site is configured to allow searching by Member Type. To find out what member type codes are defined for your website, follow these instructions. (Example below shows the member directory list pre-populated with everyone who is member type = honorary)

        - By Member Group, include MGROUP= If you need to filter the list by member group, follow these steps to make sure your site is configured to allow searching by Member Group. To find out what member group codes are defined for your website, follow these instructions. (Example below shows the member directory list pre-populated with everyone who is in the golfer's member group)

        - By Member Status, include MSTATUS= If you need to filter the list by member status, follow these steps to make sure your site is configured to allow searching by Member Status. To find out what member status codes are defined for your website, follow these instructions. (Example below shows the member directory list pre-populated with everyone who is of the ‘active' member status)

        - By Member Activity, include UACT= If you need to filter the list by member activity, follow these steps to make sure your site is configured to allow searching by Member Activity. To find out what member activity codes are defined for your website, follow these instructions. (Example below shows the member directory list pre-populated with everyone who has checked the dining box under member activities in their profile)

        - By Member Tracking, include UTRACK= If you need to filter the list, follow these steps to make sure your site is configured to allow searching by Member Tracking. To find out what member tracking codes are defined for your website, follow these instructions. (Example below shows the member directory list pre-populated with everyone who is member tracking code = hole in one)

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      3. Message Board - Message List
        This page will show a list of messages in the message board with the option to filter the list based on any defined arguments.

        (OPTIONAL)To filter the list, In the "Arguments" field, include the filter(s) needed: - To filter by message group, use: GC= (Example below shows Message Board List filtered by the golf message group. To see available message group codes in your site, follow these instructions.)

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      4. Message Board - Summary
        This page will show the summary page within the message board with the option to filter the list based on any defined arguments.

        (OPTIONAL)In the "Arguments" field, include the filter(s) needed: - To filter by message group, use: GC= (Example below shows Message Board List filtered by the golf message group. To see available message group codes in your site, follow these instructions.)

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
    4. Misc Page Types Available:
      1. Link
        This will link to whatever URL defined. If linking to an external website, make sure to check the box next to "Open in a New Tab"

        In the "Link" field, type the URL to the site you're adding. If the URL is an external URL, make sure to include the http:// or https:// in the link:

        If the URL is an external URL, click the checkbox next to "Opens in a new tab". If un-checked, this page will load in the same window the user is on and take the user away from your website.

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        As well as appearing in the sub-navigation of the front end of the site:
      2. Heading Only (requires child items)
        This will add a parent-level heading only to the sub-navigation. You must add children items to the heading when used.

        Click "Save" to add the link to the navigation. It will now appear in the left column of the section page edit screen:

        Follow steps on "Adding a Child Page (Tier 3)" below to add child elements to this heading.

Adding a Child Page (Tier 3)

If you want to add a third level navigation under an existing sub-navigation page, click the "+" icon next to the page title:
This brings up the "Add Nav Item" box with the "Parent" dropdown pre-selected, indicating any tier-3 navigation items will fall underneath this selected page.
See steps under "Adding a Page (Tier-2) for details on completing the rest of the fields to add this page. Once you click save on the type of page you are adding, it will be listed as a child on the edit navigation screen:
NOTE: You can edit or activate/inactivate tier-3 navigation items. You are not able to add children to tier-3 navigation items, this is why there is no "+" sign next to this page.
The page is also now visible as a tier-3 page on the front end of the website:

Re-Ordering the Pages

If you want to change the order of the pages in the sub-navigation, click the 3 vertical line icon to the left of the page title you want to move. While keeping the mouse button depressed, drag the page to it's new location and release the mouse button when the page is in it's new desired location:
The new order will then be displayed in the edit navigation module:
As well as on the front-end of the website:

Editing an Existing Page

If you want to change an existing page/link in the sub-navigation, click on the "Edit" icon next to the page title:
This opens the "Edit" box on the right:
From here you can make any changes needed. See steps under "Adding a Page (Tier-2)" for further details of these fields.

Deactivating a Page

If you want to remove a page from the sub-navigation on the front-end of the website, deactivate it by checking the "Active" box next to the page title:
You will be asked if you're sure you want to deactivate this page, click yes:
The edit navigation page will refresh and indicate the page is now inactive by having the active box un-checked as well as the "(I)" next to the page title:
The page no longer shows on the front-end of the website:

Frequently Asked Questions

I cannot find the type of page I want to add in the contents list. How come?

Not all content modules are currently available in the site navigation system at this time. Please contact your Client Services Manager, they are happy to help you add these links to your navigation.

How come some items are missing the action icons?

You can drag and drop the items in the list to change the order, but no action buttons exist. Because not all modules are available in the site navigation system at this time, some navigation items are restricted. This means the page is not eligible to be edited by club administrators and can only be edited by your Client Services Manager. Please contact your Client Services Manager, they are happy to help you with these links.

I checked the "Opens in a new tab?" box but my link is not opening in a new window. How come?

We custom build each client's website. This option may have been created since the time your site was initially built. Please contact your Client Services Manager, they are happy to help with a solution.

Child Items are showing immediately on the page instead of having to click the parent to expand and see the child items. Why is this different from how other pages on my site function?

We custom build each client's website and your site's navigation may have a unique structure. Please contact your Client Services Manager, they are happy to help you with the initial configuration of the navigation so you can then edit the navigation moving forward.

Can I create a new section page?

No. Whether this new page lives in the primary (top) navigation or as a link in the sub-navigation, there is more to the creation of these pages than simply adding navigation items. Please contact your Client Services Manager, they are happy to help you with these pages.

I don't have the icon to add child items. How come?

The ability to add child navigation items has not been enabled on your website. Please contact your Client Services Manager, they are happy to help enable this feature.

The sub navigation on my website's dropdown menu isn't changing, even though my sub navigation on the page does. Why is that?

Drop-down navigation is generally done in a separate file that lives outside of the Site Navigation Lite module in MRM. Please contact your Client Services Manager, they are happy to help you make these changes.