Website User Guide: HOMELINK Marketing
Website User Guide: HOMELINK Marketing
HOMELINK Marketing
August, 2019
1
2
Contents
Marketing Site
Sitemap / 5
Call to Actions / 6
Marketing Message / 6
Register for Portal / 7
Portal Login / 7
Get a Quote / 8
Quick Referral / 9
Online Bill Pay / 10
Credentialing Information / 11
Site Search / 11
Contact Us / 12
External Footer Links / 13
VPanel CMS
Overview / 15
Login / 15
Dashboard / 16
Page Builder / 17
Key Terms / 18
Pages / 19 - 23
Page Settings / 24
SEO Settings / 25
File Upload / 26
Assets / 26
Recycle Bin / 27
URL Redirect / 27
Forms / 27
PORTAL
Register for Portal / 31
Create Account / 32
Login / 33
Provider Dashboard / 34
Insurance Partner Dashboard / 34
Portal Users / 37
3
Marketing Site
vgmhomelink.com
4
SITE MAP
The site map is a list of pages on a website. Site maps are used during
the planning of a website by its designers and those who manage the
marketing of the site. Human-visible listings, typically hierarchical,
of the pages on a site. Structured listings intended for web crawlers
such as search engines.
5
CALL TO ACTION
A call to action (CTA) is a prompt on a website that tells the user to
take some specified action. A call to action is typically written as a
command, such as ‘Sign Up’ or ‘Buy Now’ and generally takes the
form of a button or hyperlink.
Marketing Message
A marketing message can link to various pages throughout the
HOMELINK site or link to external sites. It is editable through the CMS
(content management system) by HOMELINK’s dedicated content
authors and publishers.
6
Register for Portal
Claims Professionals and Providers are able to register for an account
with HOMELINK for quick and easy online tracking. To enroll, claims
professionals will need an email address and will be asked to create
a password. Providers will need their HOMELINK provider number, an
email address and they will be asked to create a password to enroll.
Login
HOMELINK offers a Provider and an Insurance Partners portal. This
was setup to allow both types of users to access their information
and to check status of referrals in one location behind a password
protected portal.
7
CALL TO ACTION
Get a Quote
HOMELINK has a Get a Quote form which goes directly to a dedicated
team for review and responding to the Claims Professional. Form
redirects to https://hmeforms.com/get-a-quote-form.aspx.
8
Quick Referral
This form goes directly to HOMELINK’s VIPER system to enter a new
referral for review.
9
CALL TO ACTION
Online Bill Pay
Allows users to complete the form below to pay their HOMELINK bill
through a secure online payment gateway. Once a payment has been
submitted, the user will get an email receipt of the transaction to
keep for their records.
10
Credentialing Information
HOMELINK created several links that open PDF’s for provider
credentialing information. The PDF’s open in a new window, and are
stored in the CMS VPanel uploads file.
Site Search
Site search is an activity performed on a website and not on search
engines. Site search is done through internal search engines.
11
CALL TO ACTION
Contact Us
The Contact Us form was created for any website user to communicate
questions directly to HOMELINK. The form request is submitted behind
the secured CMS VPanel. Once submitted, a notice goes out to dedicated
email address notifying them of a new Contact Us form submission.
12
External Footer Links
Throughout HOMELINK’s website there are external links. The links
shown below are kept in the footer and displayed on each page. They
include links to HOMELINK’s corporate company, and HOMELINK
social media accounts. Additional links in the footer stay within the
site.
Facebook: https://www.facebook.com/Homelink1993/
Twitter: https://twitter.com/VGMHomelink
LinkedIn: https://www.linkedin.com/company/homelink-the-vgm-group/
Careers: https://careers.vgmgroup.com/
VGM Group: https://www.vgmgroup.com/
13
CMS VPanel
vgmhomelink.com
14
OVERVIEW
Ability to add pages, links and documents to the site’s navigation.
“What you see is what you get” (WYSIWYG) text editor – looks and
functions like a word processor. Includes online form submission
tracking and password protected information. Assigns administrative
and publishing roles to members of staff.
Login
VPanel is protected by user name and password. It is associated
with VGM’s active directory. It can be accessed by specified users
at https://www.vgmhomelink.com/VPanel
15
OVERVIEW
Dashboard
VPanel dashboard is the hub for navigating, overview of Google
Analytics, form submissions, account information, managing users,
audit log, and technical support.
16
PAGE BUILDER
Page Builder Overview
The page builder overview shows you each page and subpage, and
whether they are active or inactive. It includes ability to add a link,
page, or document. It also includes files upload, assets, recycling
bin and URL redirects.
17
PAGE BUILDER
Key Terms
These key terms will help navigate the VPanel and are
used throughout.
NAV NAME: Used in the navigation menus STATUS: Mark as ‘active’ if you are ready
but it will not show up in the page itself. for it to be live, or inactive if you don’t want
people to see it.
TITLE: Shown just before the content on the
header. DOCUMENT: Choose document from list, or
upload new document.
SUB TEXT: Used in the navigation menu. Will
show as the title text. DIRECT URL Use to create a friendly URL. If
left blank VPanel will create one.
LINK: Adds the URL link.
SHOW BREADCRUMBS: Shows the path
WINDOW TARGET: Allows the user to choose taken to get to the page you are on. Asks if
opening a new window or staying in the you want to see the path on the page or not.
same browser window. If you take user away
from the site, target a new window. If it is MEMBERS ONLY: Allows member only logins
within the site, target same window. to view this page.
ALTERNATIVE TEXT: Instructions for where PARENT: Select ‘root’ lever if you want it in
the link goes, the action it takes, or what the the main navigation. Select a parent page if
image is about. it is a subpage.
18
Pages
The page builder overview shows you each page and subpage and
whether they are active or inactive. Includes ability to add a link,
page, or document. It also includes file uploads, assets, recycling
bin and URL redirects.
REORDER: To reorder the pages: click, drag, and drop the page in
the order you would like it to appear. This change is immediate and
does not require a save or publish.
19
PAGE BUILDER
Pages
ADD DOCUMENT: To reorder the pages you simply click, drag, and
drop the page in the order that you would like it to appear. Change
is immediate and does not require a save or publish.
20
ADD PAGE: Create a standard web page with editable content. Ability to
select a template, add assets, link documents, embed video and images
using the WYSIWYG (What you see is what you get).
21
PAGE BUILDER
Pages
You can also add a page, a link, or a document under the selected
page as a subpage by selecting one of the options in the green bar.
Instructions are as stated on pages 20-21.
To Delete a page, click on the red button, it will then move to the
left and confirm deletion. Once deleted, the page then goes to
the recycling bin where it can be restored. Once deleted from the
recycling bin, it is no longer retrievable.
22
Pages
Source: Used to make edits with HTML coding. Strike through: Make selected font with strike through.
Preview: Preview the content on the page. Subscript: Add a subscript to content.
Print: Prepares content in a print friendly way without the Superscript: Add a superscript to content.
background images. Remove Format: Strips out styling from the back end of content
Content Template: Image and content template for easy edit. coming from other locations.
Cut: Highlight information you want to cut and move. Bulleted List (Numbered or bullet) : Add/Remove numbered or
Copy: Highlight information to be copied. bulleted list.
Paste: Paste the cut/copied information in the area of the courser. Decrease Indent: Make indent less.
Undo: Undo changes made. Increase Indent: Make indent more.
Redo: Add back changes you have undone. Block Quote: Create a block quote within the content.
Find: Search by key words throughout the page being edited. Text Alignment: Left, center, right and fill the space evenly.
Replace: Find and replace text that needs to be changed. Link: Add or edit a link within the content.
Select All: Select all content on the page being edited. Unlink: Remove a link.
Check Spelling: Check the spelling on the page being edited. Anchor Link: Create a link that goes to a specific section of a page.
Styles: Various styles that you can use to update your content. Link to: Select a link that currently exists within the site.
Normal: Predetermined styles for consistency throughout the site. Image: Add an image to content.
Size: Ability to update size of text as needed. Video: Embed video to content.
Text color: Change the color of text. iFrame: Embed iFrame video to content.
Background Color: Change the background color of the text. Table: Add table to content.
Bold: Make selected font bold. Insert Horizontal Line: Add a line to add a break in content.
Italic: Make selected font italic. Special Character: Add special characters.
Underline: Make selected font have an underline.
23
PAGE BUILDER
Page Settings
Each page has its own settings that can be viewed and updated as
needed. You are able to select background images, select who
can view the page, update SEO settings, and view revisions history.
24
SEO Settings
META TITLE: Shows as the title text bar or tab of the users browser. Used by search engines
to display search result pages.
META KEYWORDS: A specific type of meta tag that appears in the HTML code of a Web
page and helps tell search engines what the topic of the page is.
REVISION HISTORY:
Review audit of changes to the
site. Ability to open previous
versions of the site, compare
side by side or view, and see
who has made the changes on
what date.
25
PAGE BUILDER
File Uploads
VPanel has a storage area where documents files and images can
be stored, linked, and added throughout the site.
Assets
26
Recycle Bin
URL Redirect
27
FORM BUILDER
Form Builder: Form builder is used to create quick forms for various
marketing and information gathering needs. Submissions are stored
behind the password protected VPanel. Each form created is made
into an asset that can be placed on pages throughout the site.
Manage Forms
28
USERS
Site admins are able to select specific user roles within the VPanel. This
allows for more controled usability. You are able to set these settings
when creating a new user, as well as modifying an existing user.
29
HOMELINK Portal
vgmhomelink.com
30
Portal Registration As Seen on Page 7
31
Portal Registration
Create Account
Once the “create an account” form has been filled out the user will
get an email stating that HOMELINK will be in touch soon.
32
Login
HOMELINK offers a Provider and an Insurance Partners portal. This
was setup to allow for both users to keep their information and status
of referrals in one location behind a password protected portal.
33
Portal
Provider Dashboard
HOMELINK’s portal allows for users to view their specific account
information. As an approved provider, the below would be filled out to
reflect their information.
34
Provider Dashboard
35
Portal
Insurance Partner Dashboard
HOMELINK’s portal allows users to view specific account information.
As an approved Insurance Partner, the below would be filled out to
reflect corresponding information.
36
Portal Users
37