Add, Edit, & Remove Site Custom Content

Written by Nick Miles

Last published at: April 15th, 2020

You may want to remove fields that you're not using, or add additional fields that you previously removed. This tutorial will show you how to add, edit and remove Site Custom Content fields.

Check out this tutorial for descriptions and examples of each field.

  1. Select System Data from the Home page.
  2. Select Content.


Add Site Custom Content

  1. Click Add.
  2. Select the content that you want to add.
  3. Make desired changes and select Update.


Edit Site Custom Content

  1. Click Edit.
  2. Make any edits and select Update.
    • Note:
      • Do not remove the bracketed fields within the advisor_login_email field. These are merge fields that will automatically populate with fund advisor and site specific info when this message is sent.
      • All of the fields except donation_tax_footer and donation_tax_header are HTML compatible. Fields donation_tax_footer and donation_tax_header are plain text only.


Delete Site Custom Content

  1. Click Edit.
  2. Delete all text from the field that you want to remove.
  3. Click Update.
  4. Click Delete.