The need to update information after you build your InstaSite is a common concern. Thankfully, the process is extremely simple thanks to the functionality our system uses to add your information to the website.

This document will walk you through this process so that you can make the changes you need quickly and conveniently. You do not need to purchase a website to make changes.

Accessing the Editor

We will begin by navigating to the website editor. Follow the instructions below to do so:

  1. Navigate to the My InstaSites tab and locate the website in question.

  2. Hover over the website until a blue gear icon appears next to the Company Name. Click on this icon.

  3. A pop-up menu will appear with three options. Click on Edit.

  4. A new tab will open with your InstaSite. You will now be inside the website editor.

How to Update Your Business Information

Thanks to the builder’s smart functionality, you won’t need to make any changes on-page or to the code of the website. To update your business information, follow the steps below:

  1. Look at the column menu on the left side of the page. Click on CONTENT.

  2. A slide-out menu will appear. Click on BUSINESS INFO.

  3. A third slide-out menu will appear. This menu contains all of the information that you originally provided when building the website. We will walk you through each step of the menu so that you can update your information.

  4. The top section includes a link that says + Add another location. This is useful if the company has multiple physical locations that each have distinct information. You can add as many locations as necessary and set up information for each.

  5. The next section contains the Business Name, Business Type, and Business Logo. Simply change the text to update the business name if necessary. If you need to add or change a logo, click on the + Upload logo to use the Image Picker.

  6. The next section details your locations and their contact information. You can edit a location name by simply changing the text in the field.

    You can edit your phone and email address by clicking Edit on the right side. Be sure to click Save when finished. You can also add a number or email by clicking + Add phone number or + Add an email address.

    You can delete phone numbers or emails by clicking the X just to the right of the Save button.

  7. The next section is for your social media links. Click on the icon you wish to change, and change the address in the field below. If you wish to hide certain social links, click on the icon and delete the address in the field.

  8. The next area details your business hours. Click on the days of the week that your business operates. Below, set the hours that you operate on these days. Be aware that this uses military time. Alternatively, you can use the dropdown on the right to choose Open 24 hours if this applies.

    To set different times for different days of the week, you will need to click + Add Hours to create new hours.

  9. Finally, you can edit your business address in the last section. Simply change the address in the field provided. This address will show up in any Google Maps widgets present on the website.


How to Add Your Own Data Connect Fields

Though each InstaSite takes full advantage of these data fields, you may wish to add your own as you become more familiar with the website editor.

Warning - Website design edits should only be attempted by someone with experience. Though you can undo any changes using the menu at the top, some changes can remain if kept for too long.

Before we begin, it’s important to understand where the information is added to the website. In our example below, we will highlight where and how the business information is added.

This is the hero section of our accounting website. Notice that in two instances we can see the text test business 5. This is the name we put as our business name using the instructions above.

As we hover over the business name in the red field, we see a box appear along with a link icon at the top. This link icon is indicating to us that the information is currently pulled from our content in the menu. This link icon will appear over every image, text box, or widget that is pulling data from your content library.

Now that we understand how to differentiate connected content from normal text, we will explain how you can add your connected content throughout the site. Below, we will use some examples to help you get started.

In this example, we want to add a section to the website headline that says “Call (Insert Business Phone Number Here).” Here’s how to do it:

  1. Click on the text box to open the text editor.

  2. We then type “Call Now” to start our message. Then, we will add the characters "{{" to indicate an attempt to connect data.

  3. A pop-up menu will appear titled Connect Data. It will feature a dropdown that allows you to click on any of the available information added to the content library as described earlier.

    We will scroll down until we locate the Phone Number. Click on this, then, click Save.

  4. The text now reads “Call Now 19809809898” as intended. However, we still need to make sure our text color matches the rest. We simply click on the color icon in the menu and change it accordingly.

  5. Congratulations! This is how you set up every text-based data connect field within the website editor. This will work for virtually everything in your content library except for anything widget-based, which requires a slightly different setup.

To create an example of how to add and data connect a widget, we will add business hours to our footer in the example below:

  1. Click on the text box where you wish to add your business hours. We will click on the area shown below:

  2. Because this is a widget, we will need to add it through the menu. Right-click on the area you want to add it and a menu will appear.

  3. Go to + Add. We want to add it below, therefore we go to Widget Below. Then, click on More Widgets.

  4. In the new menu, you will see a variety of widgets available for use. You can either search for Business Hours or scroll down to the Business category. Then, click on the Business Hours icon.

  5. A default Business Hours widget is now on the page. However, we still need to connect our data. Right-click the widget, then click on Connect to data from the menu.

  6. You should see a familiar data connect menu appear. Because we chose a specific widget, there should only be data for business hours in the dropdown. Select your hours, then click Done.

  7. Congratulations! You now know how to data connect a widget!

The process might change slightly depending on the type of widget being used as well as where you are trying to place it. The important thing to remember is that you can right-click any widget and connect data simply by choosing it from the menu.

All changes to your website will automatically save after a few seconds. You can preview what your changes look like on the actual website by clicking Preview at the top of the page.

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