How to Use the Callout Section

[edit] Please Note

These docs are now deprecated, we have a new Support area located here

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[[category:Draft]]
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[[Category:Core Sections]]
[[File:callout_section.png|200px|thumb|right|alt=Callout Example|Callout Example]]
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{{#ev:youtubehd|usVXRhTaEUw|600|PLET-2.3: How to use the Callout Section - PageLines Essential Training}}
Setup the Callout Section to present a visible "call-to-action" for your site visitors. Possible uses are to direct clients to purchase product or sign up for your blog.
+
Setup the "Callout Section" to present a visible ''call-to-action'' for your site visitors. A possible use is directing clients to purchase product or sign up for your blog.
  
 +
The Callout section can be placed in the Header, Page Template, Content Area, or Morefoot template areas and includes a Callout image positioned to the right of the text.
  
==Activate the Callout Section==
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The Callout section can be setup on Pages, Posts, and WordPress Special Pages (such as Author, Category, and Search Results).
 +
 
 +
To view some examples of a Callout, click on our [http://demo.pagelines.com/core/callout/ Core demo site.]
 +
 
 +
==Activate Callout==
 
There are different ways to setup the Callout Section.
 
There are different ways to setup the Callout Section.
  
<div style="background-color: #F2F2F2; clear: both;">
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===Activate the Callout Section from the Templates Panel===
++AL note: another way to do this could be to only document what is specific to the callout section in this document, move the below to more general pages, and then point to them from this document:
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[[File:Activate_callout.png|200px|thumb|right|alt=Activate Callout Section|Activate Callout Section]]
*# "activate a 'core' section from a Page"
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*# "activate a 'core' section from the Templates Panel"
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*# "activate a 'core' section from the Special Pages Panel"
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*# "activate an 'extended' section from a Page (is this possible?)
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*# "activate an 'extended' section from the Special Pages Panel" (possible?)
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*# "activate an 'extended' section from the templates panel
+
  
How are you guys feeling about this? I followed some of the examples for how Chris had done the features doc - showing how to activate the section first, etc...
+
From your WordPress Administration Panel:
  
</div>
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# Select the "PageLines" panel, then "Templates"
 +
# Select the Template Area where the Callout section will appear
 +
#* In the default Pagelines installation, the Callout section can be added to the following [[Glossary#Template Area|Template Areas]]:  [[Glossary#Header|Header]], [[Glossary#Page Template|Page Templates]], [[Glossary#Content Area|Content Area]], or [[Glossary#Morefoot|Morefoot]]
 +
#*If you select the "Page Template" area, by default the Callout section will be displayed on ''every page'' that is assigned to the type of Page Template you choose
 +
#*If you select "Header" or "Morefoot," by default the Callout section will be displayed on every page regardless of the Page Template
 +
# Select the "Type of Page" or "Content Area Type" to which the Callout will be added
 +
#* This selection is not available for [[Glossary#Header|Header]] and [[Glossary#Morefoot|Morefoot]] template areas. If the callout section is added to these areas, the section will appear on all page types. Although, the section can be disabled on each individual page under [[Glossary#Page Setup Meta Settings|Page Setup Meta Settings]].
 +
# Drag & Drop the "Callout" section from the "Available/Disabled Sections" into the "Active Sections" list
 +
#* To activate more than one Callout Section, click "Callout ''Options''"
 +
#* Then click [[Glossary#clone|Clone]]
 +
# The Section Order will be saved automatically
  
===Activate Callout Section from a Page===
+
You will now see the Callout section on every page that it is active on. Return to individual pages to add the content to your "Callout" sections.
[[File:.png|200px|thumb|right|alt=Add Callout to Page|Add Callout to Page]]
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# Open the Pages panel
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# Select the page to which you want to add a Callout Section
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## Note the Template for the selected page as you will need this when activating the section in the [[template setup]] panel (see step #3 in [[Activate Callout Section from Templates Panel]]
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# Scroll down to [[Pagelines Meta Settings]]
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# Select "[[Callout Meta]]"
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# Click "[[Inactive on Template]]"
+
  
This will take you to the [[template setup]] panel where you can activate the Callout section. Go to step #3 in [[Activate Callout Section from Templates Panel]].
+
===Hide the Callout section on individual pages===
 +
[[File:Hide_callout.png|200px|thumb|right|alt=Hide Callout Section|Hide Callout Section]]
  
===Activate Callout Section from the Templates Panel===
+
From your WordPress Administration Panel:
  
# Under Pagelines, select "Templates"
+
# Select the "Pages" panel, then "All Pages"
# Select the [[template area]] where the Callout will appear
+
# Click to edit the page on which you wish to hide the Callout section
#* In the default Pagelines installation, the Callout section can be added to the following [[template areas]]:  [[Header]], [[Page Templates]], [[Content Area]], or [[Morefoot]]
+
# On the "Meta Panel," click the "Page Setup" tab
# Select the "Type of Page" or "Content Area Type" to which the Callout will be added
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# Under "Individual Page Section Control," click "Hide Callout"
#* This selection is not available for [[Header]] and [[Morefoot]] template areas. If the callout section is added to these areas, the section is turned on or "[[hidden by default]]" for ALL [[page types]], but can still be disabled/enabled on each individual page under [[Pagelines Meta Settings]] / [[Page Setup]].
+
# Click "Save Meta Settings"
# Drag & Drop the Callout section into the "[[Active Sections]]" list in the order in which you want it to appear
+
  
The Callout section is now activated on your page. Return to the page to create the content for the callout section.
+
Because the Callout section is displayed by default when you Enable it, you will need to use this method for every page or post on which you do not want the Callout section displayed.
  
===Activate Callout Section from the Special Pages Panel===
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===''Show'' the Callout section on individual pages===
 +
[[File:Hide_callout_by_default.png|200px|thumb|right|alt=Hide Callout by Default|Hide Callout by Default]]
 +
Alternatively, you can hide the Callout section by default and enable it on individual pages or posts.
  
needed??
+
From your WordPress Administration Panel:
  
==Create the Callout==
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# Select the "PageLines" panel, then "Templates"
Return to the page on which the callout appears to create the Callout text.
+
# Make sure you have the correct Template Area selected for the type of pages you want to hide
 +
# Under "Active Sections" click "Callout ''Options''"
 +
# Click "Hide This By Default"
 +
# The Section Options will save automatically
  
===Set the Callout Meta===
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Now the Callout section will be hidden by default until you select to show it on individual pages or posts.
# Return to the page on which the Callout appears
+
[[File:Show_callout.png|200px|thumb|right|alt=Show Callout Section|Show Callout Section]]
# Under Page Setup, check the "Individual Page Section Control" to make sure the Callout Section is enabled/disabled where desired
+
 
# Under "Callout Meta", enter the Callout Text
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# Select the "Pages" panel, then "All Pages"
 +
# Click to edit the page on which you wish to show the Callout section
 +
# On the "Meta Panel," click the "Page Setup" tab
 +
# Under "Individual Page Section Control," click "''Show'' Callout"
 +
# Click "Save Meta Settings"
 +
 
 +
==Callout Meta==
 +
 
 +
Add the Callout Header, Text and Image to your activated Callout sections.
 +
 
 +
===Add the Callout content to individual pages===
 +
Return to the page on which the callout appears to create the Callout text.
 +
[[File:Add_callout_content_to_page.png|200px|thumb|right|alt=Add Callout Content|Add Callout Content]]
 +
 
 +
From your WordPress Administration Panel:
 +
 
 +
# Select the "Pages" panel, then "All Pages"
 +
# Click to edit the page on which you wish to create the Callout section
 +
# On the "Meta Panel," click the "Page Setup" tab and check under "Individual Page Section Control" to make sure the Callout Section was enabled per the instructions above
 +
# Click the "Callout Meta" tab
 +
## If for some reason, the "Callout Meta" is "Inactive"
 +
## Note the "Template" for the selected page (located under WordPress "Page Attributes" in the right column)
 +
## Click on "Inactive on Template." You will be taken to the PageLines / Templates panel where you can drag-and-drop to activate the "Callout" on the appropriate page template.
 +
# Enter the Callout Text
 
# Enter a Callout Image
 
# Enter a Callout Image
 
# Enter a Callout Link
 
# Enter a Callout Link
 
#* This is the URL returned when a visitor clicks on the Callout Image
 
#* This is the URL returned when a visitor clicks on the Callout Image
# Set the Callout Meta for any clones
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# Set the "Callout Meta" for any clones
 +
#* Clones must previously have been activated in the "PageLines" Templates panel. See [[Glossary#clone|enabling clones]].
 +
#* Activated [[Glossary#clone|clones]] will each have their own tab and appear under "Callout Meta" as "Callout Meta (#2)", "Callout Meta (#3)", etc.
 +
# Click "Save Meta Settings"
  
===View Callout Section===
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===Add the Callout content to individual posts===
View the image for examples of activated Callout Sections:
+
# Callout Section in the Header
+
# Callout Section in the Page Template (full-width)
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# Callout Section in the Content Area
+
# Callout Section Clone in the Content Area
+
# Callout Section in the Morefoot
+
  
===Set the Callout Meta for Special Pages===
+
For all instructions in this tutorial, you may substitute "Post" for "Page" to activate, hide, show or create a Callout Section on an individual post.
# Under Pagelines, click on "Special" to go to the Special Pages Panel
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# Select the Special Page template
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# Click on "Callout Meta"
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#* If the Callout Meta is inactive, click "Inactive on Template" to activate the section
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# As above, set the Callout Text, Callout Image, and Callout Link
+
  
(This might be duplicate of other docs?)
+
===Add the Callout content to a special page===
 +
[[File:Add_callout_content_to_special_pages.png|200px|thumb|right|alt=Add Callout Content to Special Pages|Add Callout Content to Special Pages]]
  
==Create Multiple Callout Sections==
+
You may also create a Callout section on WordPress [[Glossary#Special Page|Special Pages]] such as Author, Archive and Search Results pages.
  
To create multiple Callout Sections in the Header, Morefoot, Page Templates or Content Area, [[clone]] the section in the [[Template Setup]] panel and then drag & drop to activate the clones.
+
# Select the "PageLines" panel, then "Special"
 +
# Select the Special Page on which the Callout section will appear (in this example "Author Posts")
 +
# In the "Select Settings" panel, click on "Callout Meta"
 +
## If for some reason, the "Callout Meta" is "Inactive"
 +
## Click on "Inactive on Template." You will be taken to the PageLines / Templates panel where you can drag-and-drop to activate the "Callout."
 +
# Enter the Callout Header & Text
 +
# Enter a Callout Image
 +
# Enter a Callout Link
 +
#* This is the URL returned when a visitor clicks on the Callout Image
 +
# Set the "Callout Meta" for any clones
 +
#* Clones must previously have been activated in the "PageLines" Templates panel. See [[Glossary#clone|enabling clones]].
 +
#* Activated [[Glossary#clone|clones]] will each have their own tab and appear under "Callout Meta" as "Callout Meta (#2)", "Callout Meta (#3)", etc.
 +
# Click "Save Options"
 +
# Your settings are saved; the Callout now appears on your Special Page!
  
possibly add to a cloning section...?  still encountering cloning bugs...
+
==Tip: Add Callout Content From Website==
 +
[[File:Add_callout_from_site.png|200px|thumb|right|alt=Add Callout From Site|Add Callout From Site]]
  
You can activate the Callout Section (or any section) in multiple areas at the same time.
+
Here is a trick for adding Callout content directly from your website.
  
Drag & Drop the Callout section into each area to activate it.  
+
First, make sure the Callout section is activated in the template.
  
A [[Clone]] will automatically be created. (maybe? bug when auto created? same text in both?)
+
# On your site, click on the page or post on which the callout section is activated
 +
# You will see an empty placeholder for the Callout section
 +
# Click on "Set Meta"
 +
#* This takes you to the "Callout Meta" panel for that individual page or post
  
In header & morefoot, not auto-created... ???
+
==Tip: Create Multiple Callouts==
 +
 
 +
To create multiple Callout Sections in the Header, Morefoot, Page Templates or Content Area, [[Glossary#clone|clone]] the section in the [[Glossary#Page Template|Templates]] panel.
 +
 
 +
You can then add the Callout text and image following the tutorial above.
 +
[[File:Add_multiple_callouts.png|200px|thumb|right|alt=Add Multiple Callouts|Add Multiple Callouts]]
 +
 
 +
From your WordPress Administration Panel:
 +
 
 +
# Select the "PageLines" panel, then "Templates"
 +
# Select the Template Area where the Callout section appears
 +
# Click "Callout ''Options''"
 +
# Click "Clone"
 +
## The "Clones" are added to the available sections list
 +
# The Section Order will be saved automatically
 +
 
 +
Return to individual pages to add the content to your cloned "Callout" sections.
 +
 
 +
==View Callout==
 +
[[File:Callout_examples.png|200px|thumb|right|alt=Callout Examples|Callout Examples]]
 +
View your page to see the created Callout Section.
 +
 
 +
The image shows the following examples of activated Callout Sections:
 +
# Callout Section in the Header
 +
# Callout Section in the Page Template
 +
# Callout Section in the Content Area
 +
# Callout Section in the Morefoot
 +
# Callout Section on Special Pages (ex: Author Posts)

Latest revision as of 04:35, 2 April 2012


Setup the "Callout Section" to present a visible call-to-action for your site visitors. A possible use is directing clients to purchase product or sign up for your blog.

The Callout section can be placed in the Header, Page Template, Content Area, or Morefoot template areas and includes a Callout image positioned to the right of the text.

The Callout section can be setup on Pages, Posts, and WordPress Special Pages (such as Author, Category, and Search Results).

To view some examples of a Callout, click on our Core demo site.

Contents

Activate Callout

There are different ways to setup the Callout Section.

Activate the Callout Section from the Templates Panel

Activate Callout Section
Activate Callout Section

From your WordPress Administration Panel:

  1. Select the "PageLines" panel, then "Templates"
  2. Select the Template Area where the Callout section will appear
    • In the default Pagelines installation, the Callout section can be added to the following Template Areas: Header, Page Templates, Content Area, or Morefoot
    • If you select the "Page Template" area, by default the Callout section will be displayed on every page that is assigned to the type of Page Template you choose
    • If you select "Header" or "Morefoot," by default the Callout section will be displayed on every page regardless of the Page Template
  3. Select the "Type of Page" or "Content Area Type" to which the Callout will be added
    • This selection is not available for Header and Morefoot template areas. If the callout section is added to these areas, the section will appear on all page types. Although, the section can be disabled on each individual page under Page Setup Meta Settings.
  4. Drag & Drop the "Callout" section from the "Available/Disabled Sections" into the "Active Sections" list
    • To activate more than one Callout Section, click "Callout Options"
    • Then click Clone
  5. The Section Order will be saved automatically

You will now see the Callout section on every page that it is active on. Return to individual pages to add the content to your "Callout" sections.

Hide the Callout section on individual pages

Hide Callout Section
Hide Callout Section

From your WordPress Administration Panel:

  1. Select the "Pages" panel, then "All Pages"
  2. Click to edit the page on which you wish to hide the Callout section
  3. On the "Meta Panel," click the "Page Setup" tab
  4. Under "Individual Page Section Control," click "Hide Callout"
  5. Click "Save Meta Settings"

Because the Callout section is displayed by default when you Enable it, you will need to use this method for every page or post on which you do not want the Callout section displayed.

Show the Callout section on individual pages

Hide Callout by Default
Hide Callout by Default

Alternatively, you can hide the Callout section by default and enable it on individual pages or posts.

From your WordPress Administration Panel:

  1. Select the "PageLines" panel, then "Templates"
  2. Make sure you have the correct Template Area selected for the type of pages you want to hide
  3. Under "Active Sections" click "Callout Options"
  4. Click "Hide This By Default"
  5. The Section Options will save automatically

Now the Callout section will be hidden by default until you select to show it on individual pages or posts.

Show Callout Section
Show Callout Section
  1. Select the "Pages" panel, then "All Pages"
  2. Click to edit the page on which you wish to show the Callout section
  3. On the "Meta Panel," click the "Page Setup" tab
  4. Under "Individual Page Section Control," click "Show Callout"
  5. Click "Save Meta Settings"

Callout Meta

Add the Callout Header, Text and Image to your activated Callout sections.

Add the Callout content to individual pages

Return to the page on which the callout appears to create the Callout text.

Add Callout Content
Add Callout Content

From your WordPress Administration Panel:

  1. Select the "Pages" panel, then "All Pages"
  2. Click to edit the page on which you wish to create the Callout section
  3. On the "Meta Panel," click the "Page Setup" tab and check under "Individual Page Section Control" to make sure the Callout Section was enabled per the instructions above
  4. Click the "Callout Meta" tab
    1. If for some reason, the "Callout Meta" is "Inactive"
    2. Note the "Template" for the selected page (located under WordPress "Page Attributes" in the right column)
    3. Click on "Inactive on Template." You will be taken to the PageLines / Templates panel where you can drag-and-drop to activate the "Callout" on the appropriate page template.
  5. Enter the Callout Text
  6. Enter a Callout Image
  7. Enter a Callout Link
    • This is the URL returned when a visitor clicks on the Callout Image
  8. Set the "Callout Meta" for any clones
    • Clones must previously have been activated in the "PageLines" Templates panel. See enabling clones.
    • Activated clones will each have their own tab and appear under "Callout Meta" as "Callout Meta (#2)", "Callout Meta (#3)", etc.
  9. Click "Save Meta Settings"

Add the Callout content to individual posts

For all instructions in this tutorial, you may substitute "Post" for "Page" to activate, hide, show or create a Callout Section on an individual post.

Add the Callout content to a special page

Add Callout Content to Special Pages
Add Callout Content to Special Pages

You may also create a Callout section on WordPress Special Pages such as Author, Archive and Search Results pages.

  1. Select the "PageLines" panel, then "Special"
  2. Select the Special Page on which the Callout section will appear (in this example "Author Posts")
  3. In the "Select Settings" panel, click on "Callout Meta"
    1. If for some reason, the "Callout Meta" is "Inactive"
    2. Click on "Inactive on Template." You will be taken to the PageLines / Templates panel where you can drag-and-drop to activate the "Callout."
  4. Enter the Callout Header & Text
  5. Enter a Callout Image
  6. Enter a Callout Link
    • This is the URL returned when a visitor clicks on the Callout Image
  7. Set the "Callout Meta" for any clones
    • Clones must previously have been activated in the "PageLines" Templates panel. See enabling clones.
    • Activated clones will each have their own tab and appear under "Callout Meta" as "Callout Meta (#2)", "Callout Meta (#3)", etc.
  8. Click "Save Options"
  9. Your settings are saved; the Callout now appears on your Special Page!

Tip: Add Callout Content From Website

Add Callout From Site
Add Callout From Site

Here is a trick for adding Callout content directly from your website.

First, make sure the Callout section is activated in the template.

  1. On your site, click on the page or post on which the callout section is activated
  2. You will see an empty placeholder for the Callout section
  3. Click on "Set Meta"
    • This takes you to the "Callout Meta" panel for that individual page or post

Tip: Create Multiple Callouts

To create multiple Callout Sections in the Header, Morefoot, Page Templates or Content Area, clone the section in the Templates panel.

You can then add the Callout text and image following the tutorial above.

Add Multiple Callouts
Add Multiple Callouts

From your WordPress Administration Panel:

  1. Select the "PageLines" panel, then "Templates"
  2. Select the Template Area where the Callout section appears
  3. Click "Callout Options"
  4. Click "Clone"
    1. The "Clones" are added to the available sections list
  5. The Section Order will be saved automatically

Return to individual pages to add the content to your cloned "Callout" sections.

View Callout

Callout Examples
Callout Examples

View your page to see the created Callout Section.

The image shows the following examples of activated Callout Sections:

  1. Callout Section in the Header
  2. Callout Section in the Page Template
  3. Callout Section in the Content Area
  4. Callout Section in the Morefoot
  5. Callout Section on Special Pages (ex: Author Posts)