Part Fourteen - Site Settings

14.0 Site Settings

14.1 Overview

The Site Settings control the main configuration of your site. To access these, go through the control panel or click on 'Settings' in the left hand navigation menu.

14.2 Metadata

The first page of the site settings is the 'Metadata':

Metadata is the information that is submitted to the search engines.

Site Title: is currently set to a default title. Your title will appear in the top of your Internet browser when changed.

Site Description: is a short description of your site. The title and site description will be shown in the search engine results when they return your site homepage.

Site Keywords: are submitted to search engines to help them index your site. We recommend adding no more than 16 keywords or key phrases keeping them very specific to your site. These are separated by a comma and a space. It is important that your keywords are repeated in your site title and description.

Allow Search Engines to scan the site: By default your site will be hidden from the search engines. This is to give you time to get your site ready to launch. Once you have pointed your domain name to your site and gone live, you should change this option to 'Yes' to allow search engines to index your site on your live domain.

Click 'save settings' and your changes will be saved.

14.3 Display Options

Within this section, you have control over the default display of your content.

Select your site Timezone:

This is important to do, if you choose to add an Event Calendar block.

Calendar Format:

Allows you to select whether to display your event times using the 12 or 24 hour clock.

Upload Favicon:

You have the option to upload your own favicon.

14.3.1 Maximum number of articles you want to list:

You can set how many articles are displayed on your homepages and categories. This is defaulted to 10 but you can change this to suite your site.

14.3.2 Recent Articles Text

At the top of a list of articles, a title appears as shown below:

This can be changed by going through 'Settings' > 'Display Options'.

Enter the text you wish to appear, above your lists of articles here.

14.3.3 Keep Right hand Column on Content Pages

If you have a right hand column on your site, this is automatically removed from all categories and articles and is only shown on both public and members homepages.

If you want the right hand column to be displayed on every page on your site, change this setting to 'yes'.

The next six options all relate to the display of your articles. I would recommend that you leave these at the default settings.

These icons are all displayed in the top right hand corner of all content pages (articles and categories).

14.3.4 Send to a friend

This means that this envelope icon will be displayed in the top right of every article.

If a visitor on your site thinks that someone they know would be interested in a certain article they can email them from your site and include a link back to the article.

If a member tries to send a 'members only' article link to a friend, they will only be able to read the teaser and will have to subscribe to view the whole article.

14.3.5 Print and save icons

The print and save icons will also appear in the top right of every article. When clicked on, the user will be able to either print the article or save as a PDF.

By selecting 'No', the icons will not be displayed on your articles.

The second set of display options again effect the top part of content pages:

Generally all sites should show the breadcrumbs, headings and publication date. The only reasons for hiding these are usually design related.

14.3.6 Profile Display Fields

If you use member profiles you will know that there are three text fields in each member profile that allows the member to add information about themselves.

You can change these headings by adding your own text in the three custom field boxes in site settings > Display Options:

14.3.7 Header HTML

The Header HTML should only be used by advanced users.

This field can be used to enter advertisements, images and links into the header of your site.

NOTE: You will need HTML skills to use this feature.

14.3.8 Article Footer Text

The text entered in this the article footer text will be placed at the bottom of every article on your site.

Click Save settings to save your changes and you will be returned to the first page of the settings section and notified that your changes have been saved.

14.4 Fine Print

In this section, you are able to manage some of the pages that are accessed through the footer of your site. These include:

  • Contact
  • Terms and conditions
  • Privacy Policy

14.4.1 Terms and Conditions / Privacy Policy

The terms and conditions and privacy policy are legally required for UK online businesses.

As we know how time consuming it can be getting set up we are happy for you to use our own terms and conditions and privacy policy.

We would recommend that you have these looked over by a third party and you will need to go through both sections and add your own contact details.

14.4.2 Contact Page

If you are taking money through your website it is a legal requirement to supply the following:

  • Postal address
  • Phone number
  • Business registration number & country (if a registered company)
  • Email address

Enter your contact details here and they will be added to your contact page:

You can also set the email address the contact page gets sent to dependent on the line of inquiry selected.

Override the example email addresses here and replace them with your own. You can edit, delete or add to these if you wish.

14.4.3 Copyright Text

The copyright text will appear in the footer of your site.

Click 'save settings' and your changes will be saved.

14.5 Messages

On this page, you can edit the messages that are displayed to the visitors on your site.

14.5.1 Non Member Message

The first message is displayed to non members trying to access members only content.

You can edit the default text to make the message more relevant to your offering:

Here is an example of how the message is displayed to a visitor on your site:

14.5.2 Member Group Message

The second field is the text that will appear to members trying to access different member group content, you can edit this text using the editor:

Here is an example of how the message is displayed to a member on your site:

14.5.3 Benefits Message

The benefits message will appear underneath the non member message and is another chance to promote your services:

Here is an example of how the message is displayed to a visitor on your site:

14.5.4 Membership Expired Message

The membership expired text is displayed to an expired member when they login to your site, you can edit the default message using the editor:

Here is an example of how the message is displayed to an expired member who logs into your site:

14.6 Subscription Page:

The subscription pages are where you can edit the text that appears to your visitors when they go through the sign up process.

There are five steps in the process:

  • The introduction page - Introductory text, currency selection and field to enter promotional code are displayed here.
  • The subscription plan page - All relevant subscription plans will be displayed here.
  • The contact details page - Subscribers can choose their login details and enter their billing address.
  • The payment page - On this page there will be a link to PayPal or the subscriber will be asked to enter their credit or debit card details.
  • PayPal Site - Subscribers paying via PayPal will get taken to the PayPal site, where they can login and make payment.
  • The confirmation page - The final page will only be displayed if the payment was successful and confirmation text will be displayed.

14.6.1 Custom Subscription Pages

To add additional fields to your sign up process you need to go to:

  • 'Settings' > 'Subscription Pages' > 'Additional Details'
  • Chose the type of field you wish to add (free text field or a date picker)
  • Give the field a title
  • Decide whether or not you want to make the field compulsory, by checking the 'Make a required field' check box.
  • Click the 'Save New Field' button

Your field will now have been added to the contact details page on your subscription process.

To see how this appears, you should do the following:

  • Make sure you are logged out of your site
  • Click the 'Join Now' link in the footer of your site
  • Chose your currency and click 'Next'
  • Chose your subscription plan and click 'Next'
  • On the Contact Details page you should see your custom fields appear under the 'Additional Details' section.

These fields can be reordered and removed by returning to 'Settings' > 'Subscription Pages'.

When you export your member data, this information will be included.

14.6.2 Subscription Fields

This section allows you to select the information required on the signup form.  

There are two sets of fields that you can configure: one for Paid plans and another for Free plans. Tick the boxes next to the fields you wish to be displayed, leave unticked those you don't and then Save.

14.7 Payment Processor

If you are charging for subscriptions to your site or selling products through the store you need to have a payment processor set up.

There are two options available to you, which are:

  • 1) PayPal
  • 2) Stripe

14.7.1 Set up your PayPal account

PayPal is already fully integrated into your site and you can take payments at no extra charge from SubHub.

PayPal offer several types of account and you must ensure you have a 'Website Payments Standard' account.

If you do not have a PayPal account you can apply for one using this link:

Sign up for a Paypal Account

Before you use your account with your SubHub site you must login to your PayPal account and activate the following settings:

  • Login to Paypal and click 'Profile'
  • Select Instant Payment Notification
  • Click on the 'Activate Instant Payment Notification' link and enter the following URL in the the 'Notification URL' field: http://yoursitename.live.subhub.com/paypal_ipn (Remember to replace 'yoursitename' with the URL to your SubHub site.)
  • Save and then click back to profile link
  • Click onto Website Payment preferences, switch on and add the same URL as above :
  • Click 'Save' and your PayPal account should now be correctly set up.

14.7.2 Integrate your PayPal account

To integrate your account you need to know the email address you used to set up your PayPal account.

Go to 'Settings' > 'Payment Processor' and you will see a field titled 'PayPal Email Address'. Enter your PayPal email address in this field and click 'Save'.

Your account will be instantly integrated and you can now start taking money through your site.

14.7.3 Currencies

Select your chosen currency from the drop down menu.

14.7.4 Testing your PayPal account

To ensure your PayPal is properly set up and integrated we recommend that you go through the sign up process yourself to carry out a test transaction.

To do this you need to logout of your site and click on the 'join now' link in the footer of the site.

Go through the subscription process to check your PayPal account is correctly set up.

NOTE: Don't forget to login to your PayPal account to refund and cancel the recurring subscription!

14.7.5 Stripe

Stripe is a great payment processor to use if you are looking to take recurring and one off payments using a credit or debit card. 

Setting up your Stripe account is super easy, as you don't need to have a merchant account to start taking payments. 

If you would like to start using Stripe as your payment processor, please contact the SubHub support team who can enable this option for you. 

14.7.6 Miscellaneous

Under this heading, is our integration with MailChimp and Google ReCAPTCHA and Disqus.

1. Enter your MailChimp API Key here.

2. Google reCAPTCHA is a free service that must be added to protect your site from spam and abuse. It uses advanced risk analysis techniques to tell humans and bots apart. 

Use this link to get your Site and Secret Key:

https://www.google.com/recaptcha/admin#list

The Label field is optional.

In the Domains field, add your registered domain name. Click Register. A new page will open revealing the Site and Secret Keys.

Copy and Paste these into the fields under Google ReCAPTCHA Key in your Site Settings. Click Save.

14.7.7 Disqus

Disqus is a free add-on comment tool offering a wealth of features to increase discussion engagement while preventing spam. Disqus provides notifications, moderation and blocking.

As an administrator, you can sort comments based on best, newest or oldest and have the option to close and open threads.

Disqus allows member posts to be edited, replied to and shared. Members can also create a profile with avatar.

Members sign in using a social media account or create one with Disqus. The first time they comment, they will then be required to verify their email address before their post can be submitted.

Set Up Disqus

Sign up to Disqus here:  https://disqus.com/

Log in and select ‘I want to install Disqus on my site’.

On the next screen, enter your site name and select the category of your website. Click, Create Site.


Then click, Yes on the agreement page. Reveal is NOT enabled. You can learn more about it by clicking Admin in your Disqus Settings menu.

 

On the installation page, choose Universal Code.

Two boxes of code will be generated. Go to the Control Panel of your SubHub website. Select Settings and click the Miscellaneous tab. Copy and paste the first box of code in the Disqus Code field.

The second box of code is optional. It’s for the comment count. Paste it in the Comment Count Script.

Click, Save Settings.

Disqus will now load in your articles.

Please note: Disqus will override the Article Comment settings.

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