Contact details

This advice applies to England. See advice for See advice for Northern Ireland, See advice for Scotland, See advice for Wales

Contact details are a type of entry. An entry is a piece of content that can be reused in different places.

To add contact details, first make sure your cursor is in the right place in the advice collection or entry you want to add it to. Click ‘Embed’ in the toolbar, then click ‘Entry’ on the drop down.

Image of the 'Body' field. The 'Embed' button has been clicked, and a drop down menu shows 'Entry', 'Inline entry' and 'Asset'.

This will open the ‘Add existing entry’ box. You can now either:

  • create new contact details

  • find and add contact details that already exist in Contentful

Creating new contact details

Click ‘Create new entry’ in the top right of the box and click ‘Contact details’ in the drop down list.

Image of the 'Add existing entry' box. The 'Create new entry' button has been clicked, and there's a drop down menu with 'Contact details' highlighted.

Finding and adding existing contact details

To find existing contact details, click the blue box next to where it says 'Content type' and select 'Contact details'. Now search for the name of the contact details by typing in the search bar.

The contact details should appear in the list beneath the search bar. Click on it to add it.

Image of the 'Add existing entry' box. The blue box next to where it says 'Content type' has been set to 'Contact details'. Example text has been entered in the search bar. Available contact details have appeared below the search bar.

The contact details will appear as a box in the advice collection or entry you're working on.

Image of contact details as they appear while editing an advice collection or entry.

Editing existing contact details

You can move contact details to a different position by either:

  • cutting and pasting them

  • clicking and dragging them

If you need to edit contact details, click on the 3 dots in the top right, then click 'Edit' in the drop down menu. Remember that editing the contact details will change them everywhere they appear on the site.

Image of example contact details. The 3 dots (actions) button at the top right has been clicked, and a drop down menu is visible. It includes the options 'Edit' and 'Remove'.

The content of the contact details

You can add content or make changes in the contact details fields.

Contact details name

This won't appear on the site, but people will be able to search for the contact details by name in Contentful.

Image of the 'Contact details name' field with example text. Underneath the field is text that says: 'This doesn't appear on the page - it's just for identifying contact details in the CMS'

The name should be the organisation the contact details are for, for example 'The Pensions Ombudsman'.

Audience

Choose which countries can see the contact details by ticking the boxes.

Image of the 'Audience' settings, with 'England' and 'Wales' ticked.

The audience settings for the contact details don't have to match the advice collection or entry you're adding it to. For example, you can include England-only contact details on an advice collection that is visible in both England and Wales. It will only appear for users in England.

Body

This is where you add and edit the contents of the contact details.

Image of the 'Body' field with example text.

You should start the Body with the name of the organisation the contact details are for - make the name bold.

Version information

This is where you explain what changes you're making. If you're changing existing content, delete anything that's already in the field first.

Image of the 'Version information' field with the example text 'New contact details as part of the Contentful user guide project'.

Try to write the version information so it will make sense to someone who looks at it later without knowing the context. For example:

  • say if they're new contact details, or briefly explain what changes you've made

  • if the work is part of a project, include the project name

  • if the change is a maintenance update, include a link to the maintenance Trello ticket

Publishing contact details

To publish the contact details, click the 'Publish' button on the right of the screen.

Image of the 'Publish' button on the right of the screen.

If they're new contact details, you'll also need to publish the changes to the advice collection or entry they'll appear on.

Find out about other ways to publish content items, including scheduling publication and publishing an advice collection and entries at the same time.

At the moment, you must tell the Content Platform team every time you make a change to the content in Contentful. This lets them make the same change in EPiServer. Tell the Content Platform team about changes using the request form.

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