Slider Banners

This guide takes you through the process of placing multiple banners in a slider format on your website.

1. Enable and configure Banners

Before you can create and edit banners, the Banners feature must have been enabled. Banners displays as a submenu item in the Content menu.

To enable Banners:

Go to Settings → Feature Management → Content.
.

Ensure Banners is toggled ON.

Click Configure.

In Banner Feature Settings, you can maintain Banner Types and allow filters. Filters gives the option of showing a banner only to subgroup of Users.
To save your settings, click Save & Exit.

2. Create a Banner Type

This step helps you create a banner type. A banner type targets a specific type of content. Every banner is linked to a banner type. Maintain banner types is accessed via Feature Management Settings or the Banners Maintenance screen.)

If you already have Banner Types set up and just want to add a new banner to an existing Type, go to Step 3.

In the CMS, go to Content → Banners.

Click Add New Banner Type.

Enter a unique Code and Name for the new type, and assign an Icon if you wish.

Click Save.

Your new banner type will appear in the Banner Type Maintenance list. You can edit or delete from this page as required.

3. Upload Banner Media (Images, Videos)

Now that you have a banner type, you can add some images and/or videos!

In the CMS, navigate to Content → Banners.

Click Edit for the banner type.

Click Add New Banner.
Enter the Banner Details:

Description - A short description to identify the image or video
Banner Link - (for images only) The URL, /category, or /product page the image links to
Banner Link Open in New Window - toggle ON for linked page to open in new window
Start Date - Date banner becomes active (i.e., visible on your site)
Expiry Date - Date banner expires and is automatically removed from your site

Image upload
To upload the same image or video for all devices, click Select Banner for All Devices. TIP - It is advised that files with recommended dimensions and sizes to suit each device type are used.

Example: same image for all devices
To upload a different image file for each device type, click their individual Select Banner or Video buttons. TIP - For help on ideal image dimensions and file size, use the info in 'Recommended' for each device type.
For both options, select and insert a previously uploaded image. To upload a new one, click Upload.

Enter Overlay content if required. This will appear on a transparent panel over your image.

Example of Overlay

If this banner is to display for one or more specific user groups and not all users, use the Banner Filters section. The filter fields correspond to your ERP fields. You can enter multiple values, separated by commas.

NOTE - Toggle ON Customer filters apply to user's current Customer only? if users with multiple customer accounts should see a banner only if they are in a particular Customer account.

Click Save & Exit.

You'll see the newly added banner listed on the Maintenance page, with a coloured tile to indicate whether it's Active, Scheduled, or Expired.

Repeat Steps 3-9 for the remaining images in your slider. You can drag and drop banners to re-sequence them if required.

4. Place Banner Slider Widget

Now all you have to do is place the widget where you'd like the slider to appear.

In this example, we'll add it to our site's Theme, but restrict its appearance to the Home Page via the Layer.

In the CMS, navigate to Content → Theme Layout (or Standard / Custom Pages, as the case may be).

Locate the appropriate zone for your banner slider, according to the page layout. In this case, we'll choose the 'Feature' zone.

Click Add Widget.

Search for Banner Slider and click Add Widget.

Edit the newly added widget and configure the options. Don't forget to set the Banner Type Filter to the one you created earlier!

Full widget documentation is available here.

Click Save.