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Product Tour

Overview

This tour will walk you through setting up your first site in Forestry. It demonstrates the primary features and editing functionality of the CMS.


Getting Started

https://res.cloudinary.com/forestry-demo/image/fetch/c_limit,dpr_auto,f_auto,q_80,w_640/https://forestry.io/uploads/2018/04/add-site-flow-choose-generator.png

Sign up for a Forestry account, and then navigate to the dashboard.

  1. Click “Try our Jekyll starter template!”
  2. Select your Git Provider from the list of options.
  3. A window will open asking you to give Forestry access to your repositories. If you are not already logged in, your provider will prompt you for login credentials first.
  4. Click “Authorize application” and wait a few seconds for the window to close.
  5. Give the new repository a name, or keep the default: forestry-demo
  6. Click “Create Site”
  7. After a moment you will be redirected to the Forestry CMS

Congrats, your first site is being created!

This process may take a couple minutes. Forestry will create a new repository with your git provider, push a copy of our Belkirk Jekyll Demo site, and then start the import process. Once the import is complete, the CMS will load in all of your content and you can move on to the next section.


Managing Content

In Forestry, all of your content is sorted into Collections under Content in the sidebar. In the demo, these are:

https://res.cloudinary.com/forestry-demo/image/fetch/c_limit,dpr_auto,f_auto,q_80,w_640/https://forestry.io/uploads/2018/01/10.png

  • Pages: any content this is not part of a collection
  • People: a Jekyll collection of “staff members”
  • Posts: a Jekyll collection of blog posts
  • Projects: a Jekyll collection of projects

When you first enter the CMS, you will be dropped into the Pages collection. Take a look at the different collections by selecting them from the sidebar.

The Belkirk Demo Site is hosted by GitHub pages. Feel free to open it up and navigate around to get an understanding of how the built site looks and feels.


Content Editor

Select the Posts collection in the sidebar, then open up the editor by selecting the post First Draft Post.

https://res.cloudinary.com/forestry-demo/image/fetch/c_limit,dpr_auto,f_auto,q_80,w_640/https://forestry.io/uploads/2018/01/59.png

On the left is the post’s front matter (custom metadata for the post, like its title and thumbnail), and on the right is the markdown content body of the post. The editor provides a visual, rich-text editor that is friendly for non-technical users and saves to markdown.

https://res.cloudinary.com/forestry-demo/image/fetch/c_limit,dpr_auto,f_auto,q_80,w_640/https://forestry.io/uploads/2018/01/59-preview.png Make you first edit by updating the post’s title, and then click the preview button in the top right. This will open new tab and begin generating a preview with your content changes.

You can leave this tab open and return to the editor in the CMS and make changes. Any time you click the preview button the preview will updated with any new content changes you’ve made.

Next, set the post as published so that it will be included when the site is deployed. Click the “…” icon, and click Set as Published. You’ll see the Save Draft button now says Publish.

Click the Publish button to save your changes back to your repository.


Data Files

Data files allow you to set up metadata that isn’t associated with a specific page, like your company’s contact information. https://res.cloudinary.com/forestry-demo/image/fetch/c_limit,dpr_auto,f_auto,q_80,w_640/https://forestry.io/uploads/2018/01/11.pngUnder Data in the sidebar, select Information to pull up the demo site’s company information.

https://res.cloudinary.com/forestry-demo/image/fetch/c_limit,dpr_auto,f_auto,q_80,w_640/https://forestry.io/uploads/2018/01/11-preview.png

Update the Twitter option from “forestryio” to “twitter”, and then click the preview button in the top right.

Once the preview has loaded, you’ll see that the Twitter feed on the homepage has updated.

Previewing data files and menus will always redirect you to the homepage of your site, because they don’t have a permalink!

Return to the data file and click the Unsaved changes indicator at the top of the page. Click “Discard changes” to remove the changes you just made from the page.

Forestry stores unsaved changes in the cloud. This enables collaboration between multiple editors, and prevents editors from losing their changes.


Media Library

The Media Library allows content editors to easily upload and manage media files throughout your site. It supports images, videos, PDFs, and much more.

https://res.cloudinary.com/forestry-demo/image/fetch/c_limit,dpr_auto,f_auto,q_80,w_640/https://forestry.io/uploads/2018/01/19.png

Under Site in the sidebar, select Media Library. You’ll see all of the already uploaded images in the demo site.

By default, the Media Library uploads media to uploads/:year:/:month:/:day:/. This can be changed in your site’s Settings.

You can upload media by clicking the placeholder in top right, or by dragging images into the Media Library from your desktop. https://res.cloudinary.com/forestry-demo/image/fetch/c_limit,dpr_auto,f_auto,q_80,w_640/https://forestry.io/uploads/2018/01/58-replace.pngNext, select the Projects collection, and open up Portable EEG Monitoring Device. In this project’s front matter, try updating the Banner Image by clicking Replace, and choosing another image from the Media Library.

Feel free to hit Publish to save your changes.


Menus allow your content editors to manage your site’s navigation and other types of menus easily.

https://res.cloudinary.com/forestry-demo/image/fetch/c_limit,dpr_auto,f_auto,q_80,w_640/https://forestry.io/uploads/2018/01/22.png

Under Site in the sidebar, select Menus. Try re-arranging the menu with drag-and-drop, and then preview your changes by clicking the preview button in the top right.


Next Steps

This tour only covers the basics of what Forestry offers. Now that you’ve set up your first site in Forestry, you can begin exploring all of Forestry’s features at your own pace through this documentation:

Editing

Forestry has many more features for content editors:

Hosting

Forestry can handle building and deploying your static site for you, or can integrate with third-party services that handle deployment.

You have many hosting options!

Team and Guest Management

Invite your clients or team members to update your site for you. User roles make managing your whole team simple.


Last updated on March 23, 2017