Episerver Content Editors User Guide


The Episerver editors user guide is a comprehensive yet easy to read instructions for editors and marketers performing everyday tasks within Episerver. This Episerver user guide isn’t written to look at every single function available within Episerver. My aim is to create a simple Episerver user manual that will help you to get an overall understanding of how you use the various features within the CMS. The tutorials in this area assume no prior knowledge of Episerver and provide a brief introduction and explanation of the overall interface. The user guide covers the most common tasks an editor would likely face providing clear instructions and helpful guidance. 

GETTING STARTED WITH EPISERVER

Beginner’s Guide: How To Access The Episerver Login Page

'How do I login to Episerver?' is one of the most searched for Episerver questions on Google. Episerver beginners often struggle to find their Episerver login page URL. In today's guide, I'm going to show you how to find your Episerver login URL and [...]

How To Log Out Of Episerver

Logging out of Episerver is pretty simple, that it almost doesn't deserve a blog post.  Like most applications, your account information, help etc.. is on the top right-hand side.  If you click the little down arrow next to your username, you can se[...]

Episerver Interface Explained

After you have logged into Episerver, the first thing you will see is the editing section of Episerver. The edit section is where most content editors and marketers will spend their time using Episerver, although there are several other sections that[...]

CREATING AND MANAGING PAGES

Your website is a collection of web pages which are grouped together hierarchy and usually connected together in various ways. Creating and managing pages is how you will use Episerver the most. This section will cover all the basic you need in order to build your website the way you want.

How To Create A Page in the Episerver Editor

Creating a page within Episerver is pretty easy and you should be able to get up and running in about less than 10 minutes.  Before we start, I should warn you that your Episerver page structure will look slightly different to mine and the templates [...]

How To Reorder Pages In The Episerver Editor

Reordering pages is a very common requirement for content editors.  By default, when you create a new page under a parent, Episerver will create your new page as the last page in its hierarchy. If you have a menu that displays all your child pages, y[...]

How To Move A Page In The Episerver Editor

Pages can easily be moved between different areas of your Episerver website by moving them in the tree view in the navigation panel. In the Navigation Panel, find the page you want to move, click on it so the item should be highlighted in green.  [...]

How To Copy/Clone a Page in the Episerver Editor

Instead of creating a new page from scratch each time you need to add some content, it's often quicker to copy a page, or a section instead.  Copying pages in Episerver are straightforward.  In the Episerver editor, find the page you want to copy in [...]

How To Unpublish a Page In The Episerver Editor

After you create and publish a new Episerver page you may want to unpublish it.  There are many reasons for unpublishing a page, a news item is out of date, a product is out of stock etc...  if you no longer wish for the page to be publicly visible, [...]

How To Delete and Restore a Page in the Episerver Editor

Sometimes unpublishing a page isn't enough. If you know you will never need to publish the contents of the page again then there's not much point in keeping it anymore. Deleting a page is really simple in Episerver, find the page in the navigation tr[...]

How To Edit An Existing Page In The Episerver Editor

Unlike a book, a webpage can be updated easily and frequently.  Editing existing pages within Episerver is even easier than creating a new page. Finding Your Content All your Episerver pages are viewable from the content tree view in the left-hand si[...]

How To Compare A Pages Version History in the Episerver Editor

Episerver like all good CMS systems will save a version of your page every time you change and save it.  This version management is useful for several reasons: If you need your content to be approved by a manager, or, a compliance team, they can com[...]

How To Publish Content Within The Episerver Editor

Episerver has several options when it comes to saving and publishing content onto your website. Auto-Saving For everyday content editing, Episerver's auto-save function will ensure that you don't lose any of your work.  Auto-saving is great for pages[...]

ADDING AND MANAGING CONTENT WITHIN EPISERVER

How you will add content into Episerver will vary slightly based on how the developers have structured your templates.  As Episerver provides a very flexible platform every person reading this will have a slightly different set-up as your page templates and blocks will be unique to your business.  There are a number of principles, however, that will be relevant to everyone reading this. This section will cover everything you need to know in order to create the best content you can

The Episerver Richtext Editor Explained

The Rich Text Editor is the control you will use to add most of your content onto your website.  I think most people will have used Microsoft word, or, Google docs so the interface should be pretty straightforward for you to work out.  In the rich te[...]

How To Add A Component / Block Onto a Page In The Episerver Editor

Episerver provides a new powerful way for you to design the layout of your pages yourself.  Gone are the days where a marketing team is provided with very restrictive templates, that an only be changed with developers help.  Instead, Episerver came u[...]

How To Change The Size Of A Component/Block In The Episerver Editor

Another power feature that Episerver provides is the ability to re-size components from the editor.  This ability for content editors to choose how components are displayed is one of the unique selling points of Episerver.   I've worked on a number E[...]

How To See A Blocks Save History In The Episerver Editor

Today's post is a quick tip to help content editors.  In a lot of companies, content approval is an important part of meeting compliance.  In order for a content approver to be able to see approved content changes, they have to be able to see the dif[...]

How To Add and Edit Files and Media In Your Pages In The Episerver Editor

Adding files and media to your web pages is exactly the same as adding and editing images. In the Episerver editor, in the top right-hand corner, click on the 'Toggle Assets' panel button. Clicking on the 'Toggle Assets' button will cause the 'Asse[...]

Working With Images In The Episerver Editor

A web page would be pretty boring without images.  To display images on a page an image must be loaded into the Episerver assets library. Many companies will provide you with a pre-set library of images that you can use, while, other companies will t[...]

VERSION MANAGEMENT, WORKFLOWS, AND COMPLIANCE

How To Setup Content Approval Within The Episerver Editor

Depending on the type of organisation that you work for, you may need some type of content approval process within your Episerver website where a compliance team, or just simply your manager, needs to approve your changes before it gets published to [...]

Episerver Projects Explained - How To Schedule A Campaign In The Episerver Editor

Up to this point, we've only talked about creating and publishing a single page.  As a content editor, however, there will often be times when you have a new promotional campaign, a sale, or some big new business announcement that will involve multip[...]

IMPROVING YOUR SALES CONVERSION

How To A/B Test A Page Within The Episerver Editor

As of Episerver 10.1, it's now possible for you to start A/B testing your Episerver page. A/B testing, also known as split testing, is a technique of showing two different variations of your web pages to your users at the same time. Split testing wor[...]

How To A/B Test A Block In The Episerver Editor

A/B Testing a block has also now been moved into the core product.  This means that if you want to A/B testing a block, that you no longer need to use any additional add-ons, like the self-optimising block anymore.  A/B testing a block is exactly the[...]

ADMINISTRATION TUTORIALS

The Episerver admin has a few useful features that can help you save a lot of time when working with content within EPiserver.

How To Export and Import Pages Within Episerver

When you work within a content team within a large organization, planning big campaigns, adding new products or getting ready for some special event usually means your company will have a staging, or, the testing Episerver environment to add your tes[...]

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