The Site Overview is your central location to view and manage an individual site. What you see in the side panel will depend on the features added to the site and the status of it, for example if your site does not have membership, you will not see the membership section.
To access the Site Overview for a specific site, click the Overview icon (
).
This is the default page for clients with access to a single site.
Site Overview
Next to the site, click the Overview icon () to see general information about the site.
Click the three dots menu (
) to Duplicate, Save as Template, Assign Label, Reset, or Transfer the site. Click the Edit icon to open the editor and make changes to the site. To preview the site on desktop, tablet, or mobile, click the Preview icon. For more information, see Dashboard Overview.
Stats
To see statistics on the site performance, in the side panel, click Stats.
Site Visits
The number of total site visits is listed, with desktop and mobile visits specified, to the right. The total site visits compared to the trend from the previous time period is displayed on the graph. Select a time frame from the drop-down to see a graph of the visits to your site over time. To see more statistics, click Open Full Stats.
Engagement
On the Stats card, click Engagement to see information about engagement actions being taken on your site. Only widgets installed on your site will display. You will see up to four engagements from the list below:
- Click to Call
- Form Submission
- Click to Email
- Click to Map
- Click to Share
- Store Order
- Coupons
- Click to Text
- OpenTable Click
To see more statistics on engagement, click Open Full Stats.
If none of the above widgets are in use, the Engagement tab does not display.
Form Responses
Lists all form responses from the site. To manage and delete form responses, click Manage Responses. For more information, see Contact Form Responses.
*Only display changes made after December 16, 2020.
Store Operations
The Store Operations section will appear if the site has the native store (it will also appear if the Membership feature is installed).
Product Catalog
Add, edit and manage your store products. For more information, see Product Catalog and Products.
Categories
Create product categories to help store visitors find what they want to buy. For more information, see Product Categories.
Orders
View customers' orders, their details, and issue refunds. For more information, see Orders.
Abandoned Carts
View your store’s abandoned carts list. For more information, see View Abandoned Carts.
Membership
Site Members
To manage the members on your site, click Site Members. To remove a member from the list, click the settings (
) icon next to the member, and click Remove Member. To download a list of members, click Export to CSV.
Membership Plans
Create membership plans to offer access to exclusive content on your site.
Membership Settings
To configure who can sign up for the page as a member, click Membership Settings, and select Everyone or Only people approved manually.
If you select Only people approved manually, click Member Requests Recipients to configure who receives member requests by email and are able to approve or deny them.
Contacts
Site Contacts
View a list of all the identifiable visitors who had a store interaction with your site.
Settings
Business info
The info entered here will show on invoices of store purchases, and is separate from the business info you added to the site's content library. For more information, see Business Information.
Payment gateways
Select a payment gateway here and connect it to your site to receive payments. For more information, see Payment Gateways Set Up.
Shipping
Choose where to ship and how much to charge for shipping at checkout. For more information, see Shipping Zones.
Taxes
Set up and manage your sales taxes to ensure that you charge the right amounts. For more information, see Tax Zones and Rates.
Discounts
Manage your promotions by creating discounts. For more information, see Create Discount.
eCommerce API
Endless Customizations for Building a High Volume of Stores. This feature is available on the custom plan.
Store Settings
The Store Operations section will appear if the site has the third party store. For more information, see eCommerce: Getting Started (Third Party Store).
SEO
Pages
Add and manage the meta title and description tags of all your site pages in one place. To make your changes live, republish your site when you're ready.
To edit a tag for a page, click into the desired field.
Fields that are connected to data will be disabled.
Not all pages will be available here; for example, dynamic pages.
Context Menus
Actions that are available in the main context menu are:
Edit other languages. Will only be visible if the site has the multi language tool configured. After selecting, a dropdown menu will appear with the site’s languages.
Clear all pages’ tags. This action will delete all tags from all pages.
To open the main context menu, click on the three horizontal dots () at the top of the Page Info box.
Actions that available in the page level context menu are:
Go to page. Selecting this will open the editor to the page in a new tab.
Clear existing tags. This will clear the tags for the page.
To open the context menu for a specific page, click on the three horizontal dots () located in its row.
Navigate to Pages Info from the Editor
To navigate to Pages info from the editor:
Click on Pages.
Click the settings (
) icon for a page.Select SEO from the menu.
Click All Pages’ SEO.
Manage Blog
Manage your blog posts. For more information, see Manage Post Settings.