Content for advisers

You can add a box called an 'adviser callout' to a public advice collection. Only advisers and signed in users will be able to see it.

An adviser callout is a type of entry. An entry is a piece of content that can be reused in different places.

If you want to add targeted content (revealables) that only advisers can see, check how to add targeted content.

If you want to make a whole page that only advisers can see, check how to create a new page.

Adding an adviser callout

To add an adviser callout, 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.

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

• create a new adviser callout

• find and add an adviser callout that already exists in Contentful

Creating a new adviser callout

Click ‘Create new entry’ in the top right of the 'Add existing entry' box, then click 'Callout - adviser' in the drop down list.

Finding and adding an existing adviser callout

To find an existing adviser callout, click the blue box next to where it says 'Content type' and select 'Callout - adviser'. Now search for the name of the adviser callout by typing in the search bar.

The adviser callout should appear in the list beneath the search bar. Click on it to add it.

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

Editing an existing adviser callout

You can move an adviser callout to a different position by either:

• cutting and pasting it

• clicking and dragging it

If you need to edit an adviser callout, click on the 3 dots in the top right, then click 'Edit' in the drop down menu. Remember that editing the adviser callout will change it everywhere it appears on the site.

The content of the adviser callout

You can add content or make changes in the adviser callout's fields.

Title

This acts as the overall heading for the adviser callout. People will also be able to search for the adviser callout by name in Contentful.

Audience

Choose which countries can see the adviser callout by ticking the boxes.

The audience settings for the adviser callout don't have to match the advice collection or entry you're adding it to.

For example, you can include an England-only adviser callout on an advice collection that is visible in both England and Wales. It will only appear for users in England.

You might also want to make an adviser callout visible in both England and Wales even if the advice collection is only visible in one country. This means it can be reused on other advice collections which are visible in the other country.

Body

This is where you add and edit the contents of the adviser callout. You can do the same things in the body as you can in an advice collection.

Don't start the body with a heading - the title of the adviser callout acts as the overall heading.

Version information

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

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 it's a new adviser callout, 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 an adviser callout

To publish the adviser callout, click the 'Publish' button on the right of the screen.

If it's a new adviser callout, you'll also need to publish the changes to the advice collection or entry it appears on.

Find out about other ways to publish content items, including 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.

Schedule an adviser callout for publishing

If you want to schedule the adviser callout to publish later, click the down arrow next to 'Publish'. In the drop down menu click 'Set schedule'.

You can select a date and time for the adviser callout to be published.

If it's a new adviser callout, you'll also need to schedule the changes to the advice collection or entry it will appear on.

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.