Step By Step Website Builder Instructions

Login/Keychain

Login

Login Setup/Password Reset

  1. Go to www.keychainserver.net
  2. Enter your email: (abc@123.com)
  3. Click “Forgot Password”
  4. Click “Send” (an temporary password will be sent to your email)
  5. Once you receive that email, go back to the “login” website and enter the temp password.
  6. Follow the steps to set new password

Keychain

Licenses

  1. Click licenses on the left
  2. Click on the license you want to update

Domain

  1. Click domains on the left
  2. Click the + on the bottom left
  3. Follow the steps to check the domain availability and/or purchase

Profile

  1. Click profile on the left
  2. Click update to change your personal information

Adding your Billing Information

    1. Click Subscriptions on the left (under Billing)
    2. Double click on the Subscription you want to activate
    3. Look for “activate” and click on the X
    4. A box should pop up requesting billing info

OR

  1. Click Status on the left
  2. There should be a button that says update
  3. Click update

 

 

Site

DESIGN

    • How to Preview

***This option is located throughout the builder. It is the “TV” screen located on the bottom left corner. Click on it to have another window pop open. If you do not see another window, you may have a pop-up blocker***

Chrome – Disable Pop-Up Blocker

  1. Click on Preview icon
  2. Look in your address bar to the right
  3. You should see a grayed out box with a red x in it
  4. Click on it
  5. Select “Always Allow”

Fire Fox – Disable Pop-Up Blocker

  1. Click on Preview icon
  2. Look under your address bar
  3. You should see a a yellow line
  4. Click on it
  5. Allow Pop-ups
    • Change Your Template
  1. Click the painters pallet located on the bottom right corner
  2. Click Theme on the left
  3. Select your theme
  4. Click Save on the right
    • Change Template Color
  1. Click the painters pallet located on the bottom right corner
  2. Click Color on the left
  3. Click on the color wheel
  4. Select your color
  5. Click Save on the bottom right

Name and Byline

  1. Click design on the left
  2. Click “painters Pallet” on bottom right
  3. Click logo on the left
  4. Name – enter company name
  5. Byline – enter company byline

Logo Image

  1. Click on image box one time
  2. Click the 3 dots (ellipsis)
  3. Search for your file
  4. Double click the file
  5. Click save on the bottom right

PAGES

    • Add a Page
  1. Click pages on the left
  2. Click the + on the bottom left
  3. Name your page
  4. Click add
    • Adding a Subpage Type
  1. Click pages on the left
  2. Find the page you want to have the subpage
  3. Click on the page one time (it will highlight in blue)
  4. Click the + on th bottom left
  5. Name your page
  6. Click add (this page will show below the primary page)
    • Creating a Custom URL
    1. Click “Pages” on the left
    2. Double-click on the page you want to have the custom URL
    3. Click the plus sign at the bottom left of the page
    4. Type in the custom URL you want for the page and click “Add”

***When creating a custom URL, be sure not to use any spaces or special characters (“?,” “*,” etc)***

  1. To have the new URL show in the location bar of the browser, right-click on the new URL and select “Set Default URL”
    • Adding an Element to a Page
  1. Click Pages on the left
  2. Double click the page you want to add the element
  3. Click elements on the right
  4. Click the + located on the bottom left and select the element you want to add
    • Creating an Anchor (anchor and link in same text element)

Anchor (where you want to “jump to”)

  1. Highlight the text you want to anchor (this is the text you “Go To” when the link text is clicked on)
  2. Click the Link icon
  3. Change Link Type to “Link anchor to text”
  4. Click the Advanced Tab
  5. Within the Name box enter a name you want to use to reference this area (can be anything). The name will be used to link the text to the anchor.
  6. Click OK
  7. You should see a yellow anchor next to your text

Link (text that is “clicked” to “jump to” anchor)

  1. Highlight the text you want to click on to take you to your anchor
  2. Click the Link icon
  3. Change Link Type to “Link anchor to text”
  4. Click the arrow under “By Anchor Name”
  5. Select the anchor name you just created
  6. Click OK
  7. Your text should be blue and underlined within the text element
    • Creating an Anchor (anchor and link NOT in same text element)

 

Link (text that is “CLICKED” to jump to anchor)

  1. Highlight the text you want to click on to take you to your anchor
  2. Go to other text element and click the source icon
  3. Within the html coding find your text you want to be the link
  4. Enter code – <a href=”#xyz”>YOUR ANCHOR TEXT</a>
  5. Click the source icon again

Anchor (where you want to “jump to”)

  1. Go to the other text element
  2. Click the source icon
  3. Within the html coding find your text you want to be the anchor
  4. Enter code – <a name=”xyz”>YOUR ANCHOR TEXT</a>
  5. Click the source icon again

FORMS

    • Add a Form
  1. Click forms on the left
  2. Click the + on the bottom left
  3. Name your form
  4. Click add
    • Adding an Order Confirmation Email
    1. Click forms on the left
    2. Double click your form
    3. Within the Notifications area, input your email into the “To” box

***Separate multiple emails with a comma***

    • Adding a Message to a Form
  1. Click forms on the left
  2. Double click your form
  3. Click the confirmation tab on the right
  4. Click the three dots (ellipsis)to the right of “message”
  5. Double click your message – messages must first be created before adding to form – click here for steps
    • Adding a Verifier to a Form
  1. Click forms on the left
  2. Double click your form
  3. Click elements on the right
  4. Click the + on the bottom left
  5. Go to Input and select verifier
    • Adding an Embedded Code to the Receipt Page
  1. Click forms on the left
  2. Double click your form
  3. Click receipt tab on the right
  4. Enter code into head or body – depending on what the code states

BLOG

    • Add a Blog
    1. Click blog on the left
    2. Click the + on the bottom left
    3. Add your title
    4. Input blog content within white text box or copy/paste from external source
***When copy content from external source, please paste your content into a notepad then recopy and paste into your text box. This ensures unseen coding is not present***

FILES

    • Uploading Images/Files
    1. Click files on the left
    2. Click the + on the bottom left
    3. Add file
    4. Click choose
    5. Find your file on your PC
    6. Double click your file
    7. Click upload
***To select another file (up to 5 files), follow steps 4-6 again***
    • Download Images/Files
  1. Click files on the left
  2. Find your file (you may need to Search for the file name)
  3. Double click on the file
  4. The file download to the “Download” folder on your PC

MORE

Domains & Emails

    • Add Your Domain to Builder
  1. Click more (under site) on the left
  2. Click domains and emails
  3. Click the + on the bottom left
  4. Add your domain (without www.)
  5. Click add
  6. Set your domain to primary or subdomain (if applicable)

Elements

    • Add a Site Element
  1. Click the plus on the bottom left
  2. Select the element you want to add
    • Delete a Site Element
  1. Click the row you want to delete one time
  2. Click the Gear button on the bottom right
  3. Select delete

OR

  1. Click the row you want to delete one time
  2. Right-click on that line and select delete
    • Arranging Site Elements
  1. Click and hold the element you want to move
  2. Drag it to the position you would like it to sit
  3. Repeat this process until the list is arranged in the proper order

Page Types

    • Adding a Page Type
  1. Click Price Sets on the left
  2. Click Page Types
  3. Click the three dots (elipsis) to the right of the page type
  4. Double click the page you want to set your page type too

Options

    • Flyouts
  1. Click More under pages on the left
  2. Click Options
  3. Click the Site tab on the right
  4. Within the Navigation section – turn on “Show Flyout Menus”
Products

PRODUCTS

    • Add a Product (Basic)
  1. Click products on the left
  2. Click the + on the bottom left
  3. Select the product type (standard is default)
  4. Click next
  5. Add the name and SKU
  6. Click done
    • Adding an Image to the Product
  1. Click products on the left
  2. Double click your product
  3. Click one time in the image box
  4. Click the 3 dots to the right (ellipsis)
  5. Double click your file
    • Show the Sale Price
  1. Click products on the left
  2. Make sure all you products are showing (if not click “show these products anyway in the center”)
  3. Click the $ to the far right of the product
    • Adding a Category
  1. Click products on the left
  2. Click all categories
  3. Click on it one time (it will highlight in blue)
  4. Click the + on th bottom left
  5. Name the category
  6. Click done
    • Adding a Subcategory
  1. Click products on the left
  2. Click the arrow next to all categories
  3. Find the category you want to have the subcategory too
  4. Click on it one time (it will highlight in blue)
  5. Click the + on th bottom left
  6. Name the category
  7. Click done
    • Exporting Products
  1. Click products on the left
  2. Click the gear on the bottom right
  3. Select export products
  4. Select file type from the dropdown (xml, tab delimited, excel)
  5. Click export – a link is sent to your email
  6. Click on the link in your email – you will be redirected to log in to your keychain
  7. Login to your keychain – this verifies the export
  8. Go back to email and click on link – you will be asked to save or download
  9. Open the file
  10. Add your product info to the correct areas (this depends on the export type)
  11. Save file
    • Importing Products Using Template
  1. Click products on the left
  2. Click the gear on the bottom right
  3. Select import products
  4. Click choose and find your file on you PC
  5. Double click your file
  6. Click Upload
  7. Options:
  8. Click Import

PRICE SETS

Basic Ordering Rule

    • Add a Basic Ordering Rule
    1. Click Price Sets on the left
    2. Click on Ordering Rules
    3. Click the + on the bottom left
    4. Select “Standard”
    5. Name your Ordering Rule (Ex. Standard Shipping Cost)
    6. First add a Condition by clicking the + on the bottom left
    7. Select “Add Condition”
    8. Select Destination from drop down- a basic ordering rule needs the destination as the condition
    9. Click Add
    10. Options – [Shipped][Within]
    11. Select what states you want to ship by clicking on it (if selected they will be in blue). To select more than one state, please follow the steps below:

To select ALL States:

      1. Click on the first state (ex: Alambama)
      2. Hold down the Shift key and click the last state on the list

To select specific states:

    1. Click on a state on you want to add
    2. Hold down the Ctrl key and click the other states you want in the list

Shipping Method

    • Add Shipping Methods
  1. Click price sets on the left
  2. Click shipping methods
  3. Click the + on the bottom left
  4. Select your shipping method from the drop down
  5. Click add
  6. Name your shipping method, if needed
  7. Select your shipper from the drop down (ex:UPS)

Payment Method

    • Add Payment Method
  1. Click price sets on the left
  2. Click the words payment methods
  3. Click the + on the bottom left
  4. Select your payment method from the drop down
  5. Click add
  6. Select your processor from the drop down
    • Delete a Payment Method
  1. Click price sets on the left
  2. Click the words payment methods
  3. Click on your payment method one time
  4. Click the gear on the bottom right
  5. Select delete
    • Attaching Processor to Payment Method
  1. Click price sets on the left
  2. Click payment methods
  3. Double click the payment method (ie: visa, mastercard)
  4. Click the arrow next to processor
  5. Select your cc processor

MORE

Add a Processor

    • Add a Processor
    1. Click more (under products) on the left
    2. Click processors
    3. Click the + on the bottom left
    4. Select your processor
    5. Enter the processor information
***Questions regarding what to enter within the processor chosen will come from the processor selected***

Adding a Shipper

    • Add a Shipper
  1. Click more (under products) on the left
  2. Click shippers
  3. Click the + on the bottom left
  4. Select UPS
***This option gives the ability to use the UPS calculator to calculate UPS charges***
Fulfillment

ORDERS

    • How to View Specific Orders/Forms
  1. Click orders on the left
  2. Click the arrow next to form to select the form you want to view
  3. Click the arrow next to status to select the status
  4. Click the arrow next to period to select a pre-designated time frame or input your own dates
  5. Click search

CUSTOMERS

    • Add a Customer
  1. Click customers on the left
  2. Click the group you want to add the customer too
  3. Click the + on the bottom left
  4. Add customer
  5. Enter customer information
    • Add a Group
  1. Click customers on the left
  2. Click the group you want to add the customer too
  3. Click the + on the bottom left
  4. Add group
  5. Enter group name
  6. Select done

MESSAGES

    • Add a Message
  1. Click messages on the left
  2. Click the + on the bottom left
  3. Enter message name
  4. Click add
  5. Click the + on the bottom left to add elements message
    • Delete a Message
    1. Click messages on the left
    2. Put your cursor and “right” click
    3. Select delete

OR

  1. Click messages on the left
  2. Click the gear located on the bottom right
  3. Select delete
    • Preview a Message
  1. Click messages on the left
  2. Double-click the message you want to preview
  3. Click the gear (bottom right-hand corner) and select “Preview”
    • Send Previewed Message
  1. Click messages on the left
  2. Double-click the message you want to preview
  3. Click the gear (bottom right-hand corner) and select “Preview”
  4. Make sure there is an email in the box located in the bottom right corner
  5. Click send

MORE

Bulk Email

    • Add a Bulk Email and Send
  1. Click more (under fulfillment) on the left
  2. Click bulk email
  3. Click the + on the bottom left
  4. Enter email name
  5. Click add
  6. Enter the from email (customers will see this email)
  7. Click the three dots next to the message box
  8. Double click your message
  9. Place a “checkmark” next to the groups you want to include and exclude
  10. Click the gear on the bottom right
  11. Select send
Publish

PUBLISH

    • How to Publish
  1. Click on Publish on the left
  2. Click the box and Agree to Terms & Conditions
  3. Click Publish on right side
  4. Enter any notes (if applicable) and click Publish again

MORE

Users

    • How to Add a User
  1. Click More under Publish on the left
  2. Click the word Users
  3. Click + sign on the bottom left
  4. Input the name and email
  5. Click Add – the new user will be emailed instructions on how to log in
  6. Set Permissions by clicking on the box to the right of said permission to allow access

Backup

    • How to Backup Your Site
  1. Click More under Publish on the left
  2. Click Backup
  3. Click the Backup button on the right

Download Backup (.jar file)

    • How to Backup Your Site
  1. Click More under Publish on the left
  2. Click Backup
  3. Click the download button
  4. The file should download to the “download” folder on your PC

History

    • How to Restore a Previous Publish
  1. Click More under Publish on the left
  2. Click History
  3. Click one time on a line that has a checkmark to the right
  4. Click the gear on the bottom right corner
  5. Select Restore

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