PEDAGOGY FAQ

Explore the dynamic world of Alto Web Factory with our FAQ! Easily master the basics and advanced features of our CMS. Find clear answers, simplify your experience and unleash your site's full potential.

1. The fundamentals

01 What is ALTO Web Factory?

ALTO Web Factory (AWF) is the new platform on which Amundi web sites are hosted based on Drupal.

02 What is Drupal?
  • Drupal is a mature open source CMS with a large community of users released in 2001.
  • It is renowned for its advanced security, and is used by many large companies and government organisations for its reliability.
  • It is also known for its flexibility and ability to create complex websites.
  • Drupal offers powerful customisation features with its numerous modules and themes.
  • What's more, Drupal makes it easy to manage multilingual sites.
  • Tools are integrated to optimise your site and improve search engine ranking.
03 How do I connect to my back office?
  • On the main navigation, select "Configuration".
  • In the "System" category, click on "Quick Search Item".
  • Configure the keywords to be displayed on the search block by separating them with "|". 
04 What are layouts and how are they used?

There are two common types of predefined layouts:

  • The basic page and the article, which are made up of different components.
  • Layouts define the structure and style of a web page.
  • It allows you to create coherent pages by adding specific content.
05 What's the difference between a basic page and an article?

A basic page is a static part of the website:

  • It contains relevant information (e.g. homepage, about us...).
  • You can only add topics.
     

An article is a dynamic part of the website:

  • It is divided into two columns.
  • It is used to publish news items sorted by date of publication.
  • You can add topics, authors and specify a type of publication.
  • The header is presented differently.
06 What's the difference between a contributor and a manager?

A contributor has restricted access and can only:

  • Create content.
  • Modify content.
     

A manager has more extensive access and can:

  • Create content.
  • Modify content.
  • Can create new taxonomy.

2. Website management

01 How to manage the menu?
  • On the main navigation, select "Structure", then "Menus" and "Main navigation".
  • Click on "+ Add link".
  • Add the title of the link.
  • You can change the order of a menu by dragging the arrows.
02 How to highlight a content in the dropdown menu?
  • This is only possible for the parent main navigation.
  • On the main navigation, select "Structure", then "Menus" and "Main navigation"
  • Click on "Edit" in a page with a greyed-out name.
  • Add text on the teaser description, you can add a link.
03 How to configure most popular filters in the research bar?
  • On the main navigation, select "Configuration".
  • In the "System" category, click on "Quick Search Item".
  • Configure the keywords to be displayed on the search block by separating them with "|". 
04 How to add a logo to the footer?
  • On the main navigation, select "Structure", then "Block layout".
  • Scroll down to "Footer".
  • Click on "Configure" in the "Logo block" area.
  • Upload the image you want to appear in the footer logo.
  • The image must be in PNG format and measure 198 x 198 px.
05 How to add links to the footer?
  • On the main navigation, select "Structure", "Menus", then "Footer".
  • Click on the "+ Add link" button in the top right-hand corner.
  • Add a name in the "Menu link title" field if you want it to be different from your article/page or link.
  • In the "Link" field, enter the name of your page/article or your link.
  • Click on "Save"
     

If you want to segment your footer links with a title:

  • In the "Link" field, enter "<nolink>".
  • Click on "Save"


To add childs links to your titles:

  • Once your titles have been added, click on the arrow next to the "Edit" button
  • Select "Add child".
  • Add a name in the "Menu link title" field if you want it to be different from your article/page or link.
  • In the "Link" field, enter the name of your page/article or your link.
  • Click on "Save"

 

3. Content creation

01 How to create an article?
  • On the main navigation, click on "Content".
  • Select "+ Add content".
  • Click on "Article".
  • Contribute content.
     

You don't want to publish the changes straight away:

  • On the right of your screen, under "Save as", select "Draft" and click on "Save".
     

You want to publish directly:

  • On the right of your screen, under "Save as" select "Published" and click on "Save".
     

You want to schedule the publication:

  • At the bottom right of your page, under "Scheduling options", change the date you want the article to appear.
  • Change the status to "Published".
  • Click on "Save".
  • The article will be published on the scheduled date.
02 How to create a basic page?
  • On the main navigation, click on "Content".
  • Select "+ Add content".
  • Click on "Basic page".
  • Contribute content.
     

You don't want to publish the changes straight away:

  • On the right of your screen, under "Save as", select "Draft" and click on "Save".
     

You want to publish directly:

  • On the right of your screen, under "Save as" select "Published" and click on "Save".
     

You want to schedule the publication:

  • At the bottom right of your page, under "Scheduling options", change the date you want the page to appear.
  • Change the status to "Published".
  • Click on "Save".
  • The article will be published on the scheduled date.
03 How to implement “authors” into article?

Authors belong to the taxonomy, this component is used to credit the person who has written an article.

1. How to create an author:

  • On the main navigation, select "Structure", then "Taxonomy" and "Authors".
  • Click on "+ Add term".
  • Add the author's first and last name.
  • Optional: Add the author's photo (if available), job title, biography and LinkedIn link.
  • Click on "Save".
     

⚠️ Only a manager can perform this operation.

2. How to integrate an author in an article:

  • When you're in an article, deploy "Tags".
  • Add the "Authors" component by clicking on the "+" icon, then "Block".
  • Select the "Block" rollover and click on "Authors".
  • Write the first few letters of the author's name and suggestions will appear automatically.
  • If there is more than one, click on "Add another item".
  • Authors will automatically appear in the block created.
04 How to implement “topics” into article?

Topics belong to the taxonomy, this component is used to organise content by grouping it under specific subjects or categories.

1. How to create a topic:

  • On the main navigation, select "Structure", then "Taxonomy" and "Topics".
  • Click on "+ Add term".
  • Add the tag name.
  • Optional: Add the tag description.
  • Click on "Save".
     

⚠️ Only a manager can perform this operation.

2. How to integrate a topic in an article:

  • When you're in an article, deploy "Tags".
  • Write the first letters of the topic and suggestions will appear automatically.
  • The topic will automatically appear in the article.
05 How to implement “tags” into article?

Tags belong to the taxonomy, this component is used to tag content with keywords and groups together all the articles associated with these tags.

1. How to create a tag:

  • On the main navigation, select "Structure", then "Taxonomy" and "Tags".
  • Click on "+ Add term".
  • Add the tag name.
  • Optional: Add the tag description.
  • Click on "Save".
     

⚠️ Only a manager can perform this operation.

2. How to integrate a tag in a page or article:

  • When you're in a page or article, deploy "Tags".
  • Write the first few letters of the tag's name and suggestions will appear automatically.
  • If there is more than one, click on "Add another item".
  • Tags will automatically appear in the article.
06 How can I clone a page or article?
  • On the main navigation, click on "Content".
  • Search for the name of your article or page in the title field.
  • Once found, click on the select menu next to "Edit".
  • Click on "Clone".
     

💡 Remember to change the page and article titles, as well as the publication date.

07 How can I clone a component in a page or article?
  • In your article or page, rollover a component.
  • Click on the two overlapping sheets "Duplicate".
  • The duplicated component will then appear underneath.
08 How to add a pdf to an article?

The PDF document will be associated in the header so that it can be downloaded.

  • In the EDM section of the article, click on "Manage Documents".
  • Select the PDF's documents you previously uploaded on Nuxeo.
  • Click on "Save".
  • You can arrange PDF documents in the desired order by drag and dropping them.

4. Content customisation and publication

01 How do I add an image to the header?
  • On the image of your page or article, click on "Add media".
  • Upload the image or select it if already added.
  • Click on "Insert selected".
02 How do I add social media buttons?
  • Open the paragraph list.
  • Select "Custom block".
  • Select "Social Simple Block" from the list.
  • Setup the component by choosing the social networks you want.
  • Click "Save".
03 How do I customise a URL?
  • At the top of the page, change the name of the Custom URL.
  • Click on "Save".
     

⚠️ Only the Custom URL will work.

04 How to share a page before publication?
  • Select "Token Secured Preview" at the right bottom of the page.
  • Click on "Enable Token Secured Preview".
  • Select "Generate Token".
  • Copy the link.
  • Click on "Save".
  • You can now share the token link with your correspondent.
     

⚠️ The token link has a duration of 15 days before it expires. Only one token can be active per url.

05 How do I schedule the publication of an article?
  • At the bottom right of your page, under "Scheduling options", change the date you want the article to appear.
  • Change the status to "Published".
  • Click on "Save".
  • The article will be published on the scheduled date.
06 How to translate words that are natively displayed in English on my website?
  • Go to this url on your back office: .../admin/config/regional/translate
  • You can also use this path: Configuration > Region and language > User interface translation
  • Search the word that you want to translate in the "String contains" field.
  • In the search field the word must be written exactly as its publication: use capital letters and do not use unnecessary spaces.
  • Implement the translation.
  • Click on "Save translations"
     

Special cases for

1. Article Hero banner

Ad "@" before some translations

  • @time minute read (singular) and @time minutes read (plural)
  • @time for the rest of the content
     

2. Search results tags

  • funds for FUNDS (no caps)
  • content for CONTENT (no caps)

5. Components

01 What is a component?

A component is used to structure and organise the content on a website.
It is a graphically defined element that can be used to respond to precise formatting requirements.

There are two types of component available:

  • The block content.
  • The paragraph.
02 What is the difference between a "block content" component and a "paragraph" component?

When a block content component is modified, the change is automatically applied to all pages containing it.
Whereas a paragraph component must be modified individually on each page where it is used.

03 How to add a paragraph component?
  • Create an article or a page.
  • Choose your layout.
  • At the paragraphs level, add a section if you haven't already done so.
  • Rollover the section and click on the the icon "+".
  • From the list, select and contribute the desired component.
  • Click on "Save".
04 How to create a block content?
  • On the main navigation, select "Content", "Blocks" then "Add content block".
  • Click on the desired block content.
  • Customize it and select "Save".
05 How to add a “block content” component?
  • Create an article or a basic.
  • At paragraph level, add a section if you haven't already done so.
  • Rollover the section and click on the icon "+".
  • From the list, click on the "Block content" component.
  • Choose the desired block previously created and click on "Save".
06 How to add "Charts" block plugin component?
  • Create an article or a basic.
  • At paragraph level, add a section if you haven't already done so.
  • Rollover the section and click on the icon "+".
  • From the list, click on the "Block plugin" component.
  • Choose the "Charts block" and click on "Save".
07 How to use "Charts" custom block component?
  • Select the "Highcharts" Charting library.
  • Choose the Chart type you want.
  • Select category position
  • Select where you want the categories to be identified between "First column" or "First row".

You can view your chart before saving the block, by clicking on the "Preview" drop-down tab above "Charting library".

6. Taxonomy

01 What is a taxonomy and what elements does it contain?

A taxonomy is a classification system used to:

  • Categorise and organise content.
  • Facilitate content searches.
  • Improve website navigation.
     

The elements contained in the taxonomy are people, tags and topics.

02 How to create "people"?
  • On the main navigation, select "Structure", then "Taxonomy" and "People".
  • Click on "+ Add term".
  • Add the people's first and last name.
  • Optional: Add the people's photo (if available), job title, biography and LinkedIn link.
  • If you want them to be considered as authors of articles, activate the "Define as an Author" button at the top of the page.
  • Click on "Save".
     

⚠️ Only a Global Manager and a Manager can perform this operation.

03 How to create "tags"?
  • On the main navigation, select "Structure", then "Taxonomy" and "Tags".
  • Click on "+ Add term".
  • Add the tag name.
  • Optional: Add the tag description.
  • Click on "Save".
     

⚠️ Only a Global Manager and a Manager can perform this operation.

04 How to create "topics"?
  • On the main navigation, select "Structure", then "Taxonomy" and "Topics".
  • Click on "+ Add term".
  • Add the topic name.
  • You can link your topic to a category.
  • Optional: Add the topic description.
  • Click on "Save".
     

⚠️ Only a Global Manager and a Manager can perform this operation.

05 How to edit taxonomy?
  • On the main navigation, select "Structure", then "Taxonomy" and "Categories".
  • Click on "+ Add term".
  • Add the category name.
  • Optional: Add a description of the category.
  • Click on "Save".
     

⚠️ Only a Global Manager and a Manager can perform this operation.

7. Media

01 What are the best practice when uploading images?
  • Add images in PNG (highly recommended) or JPEG format.
  • Use the preview to view your image according to the component you have chosen.
  • Rename images correctly (e.g. shortdescription_example_women_working_in_amundi_building.png).
     

Including relevant keywords is essential to make it easier to search for and retrieve images from the library.
The image search is indexed mainly by the name of the image and the alt attribute of the image.

⚠️ To ensure compatibility with all components, an image of 1240 x 900 pixels is required.

02 How to highlight part of the image?
  • On the main navigation, select "Content", then "Media".
  • Upload the image or select it if already added.
  • Click on the part of the image you wish to highlight.
  • Select the "Preview" button under image to see the results according to the different sizes.
03 How to add a podcast to a basic/article?
  • Add a "Podcast" component in your content.
  • Click on "Add media".
  • Search for the name of the podcast previously added to Ausha.
  • Select it, and click on "Insert selected".
04 How to add a video to a basic/article?
  • Add the "Video" component by clicking on the "+" icon.
  • Write the first few letters of the video name previously added to Brightcove and suggestions will appear automatically.
  • Select it, and click "Save".
05 How to add a image to a basic/article?
  • Add the "Image" component by clicking on the "+" icon.
  • Click on "Add media"
  • Upload the image or search for the image name.
  • Select it, and click "Save".

8. Providers

01 How to add a document to EDM?

Nuxeo is used to store, organise and manage files.

  • Connect to your Nuxeo account.
  • Upload your documents on EDM.
  • Then, in your back office, go to the template where you want to add the EDM content.
  • Click on the "+" icon.
  • Add the desired component (EDM Button, EDM Card or EDM List).
  • Select the PDF's documents and click "Save".
  • From an article, you can add PDF's to the header.
02 How to update EDM document name?

⚠️ Only Admins and Global Managers can run document updates.

  • Click on the main menu of your back office "Configuration", then "System" and "Update GED titles" : https://your.website.com/admin/config/system/ged/update-titles
  • Then, click on "Update Titles".
03 How to add an audio to Ausha?

Ausha is used to host and broadcast podcasts.

  • Connect to your Ausha account.
  • Upload your audio on Ausha.
  • The audio will now synchronise with your website.
     

The synchronization between Ausha and Alto Web Factory occurs daily at 2:45 am, 8:45 am, 14:45 pm and 20:45 pm (French time zone).

Once the podcast has been synchronized with AWF:

  • Go to the template in your back office where you want to add the podcast.
  • Add the "Podcast" component by clicking on the "+" icon.
  • Search the audio by entering the name of the title added to Ausha.
  • Click on "Save".
04 How to add a video to Brightcove?

Brightcove is used to host and distribute videos.

  • Connect to your Brightcove account.
  • Upload your video on Brightcove.
  • The video will now synchronize with your website.
     

The synchronization between Brightcove and Alto Web Factory occurs daily at 12 am, 6 am, 12 pm and 6 pm (French time zone).

Once the video has been synchronized with AWF:

  • Go to the template in your back office where you want to add the video.
  • Add the "Video" component by clicking on the "+" icon.
  • Search the video by entering the name of the title added to Brightcove.
  • Click on "Save".

9. SEO

01 What are the best SEO practice?
  • Use strong keywords in the titles of your templates <H1> and in the titles of components <H2> to help search engines understand the hierarchy of information.
  • Structure your content hierarchically with titles and sub-titles.
  • Every page should have a meta description, so that they appear more easily on search engines.
  • Organize your site using a menu with clear, logical categories.
  • Add nomenclature with relevant words to images.
  • Include relevant keywords in the meta title and meta description of your content and images.
     

⚠️ Avoid duplicating content.

02 How to enable indexing a page from search engines?
  • On the right-hand side of your screen, select "Meta Tags".
  • Then scroll down to "Advanced".
  • Under "robots", uncheck "Index" and "Follow".
  • Select "Noindex" and "Nofollow".
  • Click on "Save".