Creating a Page Set

Follow these steps to make a Page Set.

Updated over a week ago

For more general information on Page Sets, refer to the Getting Started with Page Sets article.

Page Sets are easy to create, easy to add user permissions and provide even more flexibility than Groups, which they replaced.

  1. Select Settings in the top navigation.

  2. Select Page Sets under Account Settings in the left navigation.

  3. Select the Create Page Set button on the Manage Page Sets panel.

Screen capture of Manage Page Sets Panel. 1. Setting highlighted in Secondary Navigation 2. Page Sets highlighted in Left Navigation 3. Create Page Set button highlighted

The Create Page Set panel will display.

Enter the name for the Page Set in the Name field.

Screen Capture of Create Page Set panel with General tab selected and Name field highlighted

Adding Pages to a Page Set

Choose the Page Matching Behavior you want for your Page Set from two dropdown options:

  • Include all pages - includes all the pages in all of the sites you will select

  • Use custom rules - includes a subset of the sites you will select using rules you will configure

Screen capture of Page Matching Behavior listbox, showing Include all  pages and Use custom rules

Using Custom Rules

Custom rules have a few options to help you pull in the pages that you want.

First, if you plan on adding multiple rules to this Page Set, decide if you want this Page Set to match all of the rules you specify or match any of the rules you specify. Not sure? This can easily be adjusted later.

Screen capture of the Match rules by button show dropdowns of match all and match any

Next, you choose if you want this rule to search using Path equals, Path starts with or Path contains. This gives you three options for finding pages in your sites.

Screen capture of the Match pages by listbox showing the options of Path equals, Path starts with and Path contains

Using 'Path equals'

There are two ways you can enter the value for Path equals :

  • Starting with http(s), for example: https:// example.com/spanish/help

  • Root relative: /spanish/help , the first / is required

This will ONLY pull in pages within the exact path https:// example.com/spanish/help/page-name

Not, https:// example.com/spanish/help/2022/page-name.

Using 'Path starts with'

There are two ways you can enter the value for Path starts with :

  • Starting with http(s), for example: https:// example.com/spanish

  • Root relative: /spanish , the / is required

If you configure the option Path starts with the value /spanish, for example, it will pull in all of the following URLs that match from the sites you choose:

  • example.com/spanish/products/

  • example.com/spanish/help

  • example.com/spanish/contact

It will not pull in:

  • example.com/flyers/spanish/local/

  • example.com/landing/spanish/

  • example.com/es/spanish-notes.php

Using 'Path contains'

If you want to include all of the paths outlined above, you would choose Path contains, meaning the value you enter can occur in any location in the path.

This is also a good way to pull in any commonly named pages across your sites. For example, if you wanted to gather all of the contact_us.php pages from your chosen sites, you would enter that page name and choose Path contains.

Adding another rule

Select the Add Rule button. Remember that multiple rules will be applied in your Page Set using your selection of either match all or match any.

Screen Capture of Pages section of Page Sets Settings panel with the Add Rule button highlighted

Removing a rule

If your Page Set contains more that one rule, you will see an X at the end of the text field containing the value for that rule. Simply select the X and the rule will be removed. Don't forget to re-save the Page Set.

Adding Sites to your Page Set

  1. Select the Select Sites button. A right-hand drawer will appear that allows you to select Sites.

  2. The sites that you select will have a check next to them.

  3. Once you have selected all of the appropriate sites, select Save at the top of the drawer. The Sites will appear in the Sites table for the Page Set.

  4. Finally, select Create to finalize your Page Set settings.

Screen Capture showing steps to add sites to page set - 1. Select Sites Button 2. Select Sites  3.  Save Button Selected 4. Create Button

Adding Users

  1. To select the users that you would like to access the Page Set, select the Users Access tab at the top of the panel. Users are not required for a Page Set to be made if it is being created for reporting purposes.

  2. Select the Select users button.

  3. A drawer will expand from the right side that allows you to select the desired users.

    Users that are selected will have a check next to their names.

  4. Once you have selected all of the appropriate users, choose the Select button at the top of the drawer. Selected users' names will appear in the Users table for the Page Set.
    The role options are Viewer, Manager, and Admin. Read the Abilities for Each Role article to review an explanation of the available roles.

  5. Select the Save button to save your work.

Note: If you don't select anyone here, those who have a Role not Determined at Site/Page Set Level will have access to the Page Set. That would be your account level Admins, Managers, and Viewers.

Screen Capture showing steps to add Users to page set, 1. Users Access tab selected  2. Select Users Button 3. Select Sites  4.  Save Button Selected 5. Create Button

Managing checks for the Page Set

Select the Manage Checks tab at the top of the panel.

Create Page Set screen capture with Manage Checks tab shown

The Accessibility, Best Practices, and SEO issues tabs will show you any items which have been ignored across for each item in your Page Set.

The Bad Links, Spell Check and Flagged Words tabs will show you what has been ignored and allow you to upload special additions for this Page Set.

You can add items in these tabs by either adding in the New ignored link/ignored word/flagged word box and selecting the plus button or importing a CSV file. Refer to CSV upload format for details.

Screen Capture of sample showing how to ignore links, ignored words or flagged words by adding them using the New Ignored Link box or the Import CSV button


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