Using the Webflow Editor

The Webflow Editor

The joy of our new company website is that you, as content experts, now have the power to update content as needed. No need to submit JIRA tickets or briefs; everything has been programmed to give you access to edit and publish your content as you need, when you need, without any worry of breaking any layouts.

For a general overview of Webflow and some of the terms used in this document, please explore Webflow University. They have created a treasure trove of videos and tutorials to get you on your feet. The Intro to the Editor is a great place to start.

If there are questions, if you have any feedback for how the CMS is set up, or you have any features you'd like to see, please send a email to Ethan Baldwin, Senior Design Director.

If you have been assigned as an editor for Webflow, you will have received an email invite to our backend. Please open said email and follow the instructions within to set up your Editor account.

Once you have set up your account, you can access the Webflow editor by going to
https://clearme.com?edit. If you're not already logged in, you'll be prompted to log in. ^{fig. 1} Once you sign in with your credentials, you'll see the Editor menu at the bottom of the screen. ^{fig. 2}

In the Editor Menu, click on Collections, and then click on the Collection for the content you're looking to edit. More info on all the Collections, and how they correspond to the website, below.

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Support & FAQs

The Support and FAQs page is powered dynamically through the Editor. Let's run through a quick anatomy of the page.^{fig. 3} The menu at top is powered by the "FAQ Categories" Collection. The 9 Common Questions and the full list at the bottom are powered by the "FAQ Questions" Collection. More about controlling the 9 Common questions in a bit.

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Creating and Editing an FAQ

1. Once logged in, in the lower menu, click on Collections, and then FAQs.
2. You'll see a list of all the current FAQs. Click the green New FAQ button in the top right to make a new question, or click an FAQ in the menu to edit an existing one.
3. You'll see the editable fields. The Question and Answer fields are just that; the FAQ and the response. The Slug is the URL of the question itself; just copy/paste the Question here and the field will format itself with hyphens.
4. Select a Category that the FAQ falls under. You must select a category, as this makes the question appear in the filtered Category Pages
5. If this FAQ is for a specific Partner (e.g. United, Delta, AMEX), select the Partner name in the Partner Link dropdown. This ensures the FAQ appears on the respective Partner's landing page.
6. Turn on the Featured FAQ switch if you want the question to appear in the grid of the 9 Common Questions on the Support & FAQs front page. Then, using Featured FAQ Order, assign the FAQ a value of 1-9. The numbered questions will appear in ascending order, starting from the top left.
   Note: Only 9 FAQs should be Featured, and all of them should a value of 1-9. If more than 9 are Featured, only 9 will appear, with priority given to those that are assigned an order value.
   
7. Turn on the How It Works Page switch if the FAQ should appear on the FAQ list on the How It Works Page.
8. Once everything is complete, you have a few options.
   
   To immediately publish your FAQ to the live site, click the Dropdown Arrow on the right of the Green Create/Save button, then select Publish
   
   To save your work to Finish Later, select Save as Draft
   
   To schedule your post to go live at a later time, select Schedule. This will pop up a calendar; select a specific Date and Time for your FAQ to go live, then click the green Schedule button.
   
   To you need to immediately remove an FAQ from the live site, select Unpublish.‍
   

PUBLISHING NOTE: Clicking the green Publish button (not the dropdown), or the blue Publish in the upper or lower right corners, will publish ALL items set as "Staged for Publish," including any items you did not work on. Webflow will show all of the new, unpublished items since the last full site publish. Only use the Publish, Save as Draft, Schedule, or Unpublish items in the green dropdown; this ensures you only publish the item you're working on.

Sorting and Organizing FAQs

You can use the headings in the Menu to sort the FAQs by Date Created, Date Modified, Date Published, or by any of the fields within an FAQ by clicking the Pin icon on the right of the heading row. For instance, if you want to see all of the FAQs that have a category of "Account Management", click on the Pin, select "Category" from the dropdown, and then click the heading of the newly pinned "Category" column to sort alphabetically by Category Name. You can also search for a particular Question using the Search faqs... bar above the menu.

By clicking the Select button above the menu, you can select one or multiple FAQs to Publish/Unpublish, Draft, Archive/Unarchive, or Delete. Note that deleting an FAQ will remove it permanently.

Creating and Editing an FAQ Category

1. Once logged in, in the lower menu, click on Collections, and then FAQ Categories.
2. You'll see a list of all the current FAQ Categories. Click the green New FAQ Category button in the top right to make a new category, or click an FAQ Category in the menu to edit an existing one.
3. You'll see the editable fields. The Name is what will appear in the FAQ Category Menu on the Support Page and on each category filter page. The Slug is the prefix of the URL of the category filter page, e.g., entering the slug "tsa-precheck" for the TSA PreCheck® category creates the URL www.clearme.com/faq-categories/tsa-precheck.
4. The Category Order field determines the order that the category buttons appear in the Category Menu, appearing left to right in ascending number order.
   Note: if you do not assign a value, it defaults to "-" or zero (0). This will make any categories without values appear first.
5. You can upload an Icon which will appear in the FAQ Category button. If you need help finding a matching icon, contact the Creative Team.
6. Turn the Hide from Support Pages switch on if you need to create a category, but don't want it to appear in the FAQ Category Menu.
   

Locations: Airports & Venues

The Where We Are page and the Sports page venue list are both powered dynamically through the Editor. Each Location is built using two additional Collections: Cities and States. This allows for easy reusing of content across multiple locations. Let's run through how Where We Are ^{fig. 4}, a Location Page ^{fig. 5}, and the Sports page are all constructed. ^{fig. 6}

As mentioned before, every Location needs to reference a City, and every City needs to reference a State. Whenever you have a new airport or venue launch, start with the lowest level Collection: States

Creating and Editing a State

1. Once logged in, in the lower menu, click on Collections, and then States.
2. You'll see a list of all the current States. Click the green New State button in the top right to make a new category, or click a State in the menu to edit an existing one.
3. For State Name, enter the full state name. If this is a new State, the Slug will enter automatically with the words and hyphens. Leave as is.
4. For State Code, enter the State abbreviation; e.g. CO for Colorado.
5. Once everything is complete, you have a few options.
   
   To immediately publish your State to the live site, click the Dropdown Arrow on the right of the Green Create/Save button, then select Publish
   
   To save your work to Finish Later, select Save as Draft
   
   To schedule your post to go live at a later time, select Schedule. This will pop up a calendar; select a specific Date and Time for your State to go live, then click the green Schedule button.
   
   To you need to immediately remove a State from the live site, select Unpublish.
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PUBLISHING NOTE: Clicking the green Publish button (not the dropdown), or the blue Publish in the upper or lower right corners, will publish ALL items set as "Staged for Publish," including any items you did not work on. Webflow will show all of the new, unpublished items since the last full site publish. Only use the Publish, Save as Draft, Schedule, or Unpublish items in the green dropdown; this ensures you only publish the item you're working on.

Creating and Editing a City

1. Once logged in, in the lower menu, click on Collections, and then Cities. If you just finished creating a State and you're back at the list, the menu with the Collections button will be towards top of the screen, not the bottom.
2. You'll see a list of all the current Cities. Click the green New City button in the top right to make a new category, or click a City in the menu to edit an existing one.
3. For City Name, enter the full city name. If this is a new City, the Slug will enter automatically with the words and hyphens. Leave as is.
4. For Number of Locations, put the number of CLEAR Locations in that city. This controls the green number to the right of the City Name on the Where We Are Page. For example, Detroit has 1 Venue (Comerica Park) and 1 Airport (Detroit Metro Airport), so the Number of Locations for Detroit is set to "2"
5. From the State dropdown, select the State to tag to the City. If you just created a State, it will appear here.
   A hint: You can make a new City and a new State all in one screen. Click the + sign next to the State dropdown. This will pop-up a State editor, and you can enter the State Name, Slug, and State Code. Hit Create and it will tag to the current City.
6. Once everything is complete, you have a few options.
   
   To immediately publish your City to the live site, click the Dropdown Arrow on the right of the Green Create/Save button, then select Publish
   
   To save your work to Finish Later, select Save as Draft
   
   To schedule your City to go live at a later time, select Schedule. This will pop up a calendar; select a specific Date and Time for your City to go live, then click the green Schedule button.
   
   To you need to immediately remove a City from the live site, select Unpublish.‍

PUBLISHING NOTE: Clicking the green Publish button (not the dropdown), or the blue Publish in the upper or lower right corners, will publish ALL items set as "Staged for Publish," including any items you did not work on. Webflow will show all of the new, unpublished items since the last full site publish. Only use the Publish, Save as Draft, Schedule, or Unpublish items in the green dropdown; this ensures you only publish the item you're working on.

Creating and Editing a Location

1. Once logged in, in the lower menu, click on Collections, and then Locations. If you just finished creating a City and you're back at the list, the menu with the Collections button will be towards top of the screen, not the bottom.
2. You'll see a list of all the current Locations. Click the green New Location button in the top right to make a new Location, or click a Location in the menu to edit an existing one.
3. For Location Name, enter the full Airport or Venue name. If this is a new Location, the Slug will enter automatically with the words and hyphens. Now this URL is externally facing, so if the full name is particularly long, feel free to shorten the Slug.

CAUTION: If you have to change the Slug of a Location that is already published (e.g. an Airport undergoes a name change), remember that this will change its URL, and any external links to it will break. Just alert #team-web on Slack to set up a redirect.

4. For Location Type, select Airport or Venue from the dropdown. This controls the Location Type Icon to the right of the Location Name after clicking on a city. Any Location set to Venue will also appear on the Sports Page Venue List.
5. If you selected Airport in Step 4, enter in the three-letter Airport Code.
6. In Location Details, enter in any Terminal, Gate, and Checkpoint information and/or instructions. A good way to structure this is to list the Terminal or Checkpoint name as an H4, then Opening/Closing times and other info as a Paragraph below. Repeat for additional Terminals/Checkpoints
7. From the City dropdown, select the City to tag to the Location. If you just created a City, it will appear here.
8. From the State dropdown, select the State to tag to the Location.
9. The Alert Box is used for any temporary or unexpected information necessary for visitors/travelers. For example, use this to announce a terminal change due to construction, or a change in hours due to holiday coverage. This will appear as a hilighted box above the rest of the Location Information on the Location Page.
10. Once everything is complete, you have a few options.
    
    To immediately publish your Location to the live site, click the Dropdown Arrow on the right of the Green Create/Save button, then select Publish
    
    To save your work to Finish Later, select Save as Draft
    
    To schedule your Location to go live at a later time, select Schedule. This will pop up a calendar; select a specific Date and Time for your Location to go live, then click the green Schedule button. This is GREAT for pre-loading airport launches.
    
    If you need to immediately remove a Location from the live site, select Unpublish.‍

PUBLISHING NOTE: Clicking the green Publish button (not the dropdown), or the blue Publish in the upper or lower right corners, will publish ALL items set as "Staged for Publish," including any items you did not work on. Webflow will show all of the new, unpublished items since the last full site publish. Only use the Publish, Save as Draft, Schedule, or Unpublish items in the green dropdown; this ensures you only publish the item you're working on.

Sorting and Organizing States, Cities and Locations

You can use the Menu Headings to sort the Cities, States and Locations by Date Created, Date Modified, Date Published, or by any of the fields within those sectionsby clicking the Pin icon on the right of the heading row. For instance, if you want to see organize the Locations by the State in which they appear, go to the Locations Collection List, click on the Pin, select "State" from the dropdown, and then click the heading of the newly pinned "State" column to sort alphabetically by State Name. You can also search for a particular item using the Search bar above the menu.

By clicking the Select button above the menu, you can select one or multiple items to Publish/Unpublish, Draft, Archive/Unarchive, or Delete. Note that deleting an item will remove it permanently.

NOTE: You cannot delete a State if it has a City tagged to it. Similarly, you cannot delete a City if it has a Location tagged to it. You will need to delete all lowest-level connections first; the system will alert you if a higher-level Collection has another Collection item tagged to it.

Legal Pages

The content of the Legal Pages is controlled through the CMS, but the set up and execution is slightly more complex to give these pages a bit more functionality. However, it's still easy to use and edit without dev help.

Creating and Editing a Legal Page

1. Once logged in, in the lower menu, click on Collections, and then Legal Pages.
2. You'll see a list of all the current Legal Pages. Click the green New Legal Page button in the top right to make a new question, or click an FAQ in the menu to edit an existing one.
3. You'll see the editable fields. The Legal Page Name is just the title of your document.
4. The Slug is the URL of the question itself; when creating a new Legal Page, the Slug field will take the Legal Page Name text and format it with hyphens.
5. For the Legal Copy field, you can either write in here directly, or copy and paste the text from a Word/Google doc. Since this is a Rich Text field, it will maintain any formatting and URLs you have in your document. The only requirement is that your section titles should be set as Heading 4 (H4). This tells the Table of Contents where to go. As a best practice, use the Ordered (Numbered) or Unordered (Bulleted) list formatting when making lists, versus typing in bullet marks or numbers.
6. Once everything is complete, you have a few options.
   
   To immediately publish your Legal Page to the live site, click the Dropdown Arrow on the right of the Green Create/Save button, then select Publish
   
   To save your work to Finish Later, select Save as Draft
   
   To schedule your Legal Page to go live at a later time, select Schedule. This will pop up a calendar; select a specific Date and Time for your Legal Page to go live, then click the green Schedule button.
   
   To you need to immediately remove a Legal from the live site, select Unpublish.

PUBLISHING NOTE: Clicking the green Publish button (not the dropdown), or the blue Publish in the upper or lower right corners, will publish ALL items set as "Staged for Publish," including any items you did not work on. Webflow will show all of the new, unpublished items since the last full site publish. Only use the Publish, Save as Draft, Schedule, or Unpublish items in the green dropdown; this ensures you only publish the item you're working on.