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Sitefinity Training

Empower your team with tailored training from Sitefinity specialists

We’ve been Sitefinity partners since 2007. We provide customised Sitefinity training for your marketing, business, and IT teams to ensure they can fully exploit the potential of your Sitefinity DXP platform and Sitefinity Insights. Whether your team is in Dublin, or in your offices in London, New York, Geneva, or Los Angeles, we deliver hands-on and documented training tailored to everyone's needs. 

Training is planned and delivered by the team that designed and built your website, so your team is ready to manage it from day one. We thenprovide tailored and on-demand support, when required. Every engagement is shaped around your team, never a generic, one-size-fits-all curriculum. 

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Sitefinity Training for your business, marketing, technology and design teams

What our training delivers

  • Tailored Sessions - Tailored sessions to meet your team's business, IT, and marketing needs.
  • Step-by-Step Guides- Written walkthroughs your team can follow to manage the site and its marketing tools.
  • Feature Demonstrations - Live demos of new features across the CMS, the DXP, and Sitefinity Insights. 
  • Online Resources - Training videos, reference content, and website governance guides.
  • Sitefinity Insights Training - Focused training on analysing users' behaviour, tracking engagement, and targeting customers.

Where to start: Your training roadmap

Training works best when it’s shaped around your team’s roles. Editors need depth on pages, templates, and the content editor; your IT team needs more on deployments, security, roles, and permissions. We match each session to the people in the room. Here’s the path we typically follow, from first login to full independence. 

Start with the basics 

Anyone who uses your Sitefinity CMS should understand how it works at a basic level. We introduce Single Sign-On (if used), the dashboard, the interface, and the main sections, pages, content and content types, and administration (user roles and permissions). We’re also clear on what each person should and shouldn’t change: users shouldn’t amend permissions or roles without administrator approval. 

Pages, templates & widgets

Next we go a level deeper. Your team learns how to create and set up a page, changing the title, updating SEO, and so on, then how page templates and layouts keep a consistent look and feel across the site (for example, the Standard Content template and when to use it). We then cover widgets, the building blocks of every page: how to drag and drop content blocks, forms, images, and lists, and why some widgets only belong in certain templates. 

Content creation & management

Once the team understands how pages, templates, and widgets fit together, we drill into the WYSIWYG editor, the component they’ll use most. We show how to add text, images, video, and links, format content, add headings, and create clean bullet and numbered lists. We include a basic grounding in HTML and the code view, and one golden rule: only paste clean content, never copied straight from Word. 

SEO, tags & categories

Ignoring SEO is a costly mistake. We train your team to use Sitefinity’s SEO tools properly, from metadata management to sitemaps, so your pages rank higher and drive more organic traffic. We also cover content classification: how tags and categories keep your content organised and easy to find. 

Content management & workflows

Workflows are the structured processes that move content through review, approval, and publishing before it goes live, keeping everything aligned with your standards and policies. We show how workflows are set up and configured for content approval, how to manage content versions and rollbacks, and how to use Sitefinity’s content personalisation features. 

Troubleshooting & support

Many teams get stuck simply because they don’t know where to start. We train your team on common issues, publishing errors, widgets placed on the wrong page, broken links, and media uploads, and how to resolve them. We also show them how to reach Sitefinity’s support resources, from online documentation to community forums, so they can handle the more complex problems independently.

Can we help train and onboard your team?

Recommended Reading

Go deeper on the platform with more from our Sitefinity Insights. Read more here

Aug 10, 2020

Enhance Sitefinity widget re-usability with template selector and filtering

Enhance Sitefinity widget re-usability with template selector and filtering

In the last post, we looked at creating reusable common collections of fields for Sitefinity widgets. We did this by leveraging a combination of Interfaces and MVC partials. If it wasn’t immediately clear why one would go to the effort of using this method to add a couple of fields to a widget, it's to create a scalable, reusable process. For the singular use we showed earlier, it might certainly seem like overkill for the required purposes. However, if we think ahead and consider the widgets we might have to build in the future, the widgets we don’t yet know the requirements of, the widgets we have yet to define, design and build for future projects. With this in mind, we find it a much better practice to standardise our coding and produce elements that standardise our output. While the short-term effort might seem like more than is required for such a simple use, the long-term benefits quickly speak for themselves. We can reuse these collections more readily and more quickly once the implementation is completed.

There are further knock-on benefits; we know these fields have been tested, so we can reuse them with confidence. We know the collections have been integrated in other widgets already so the likelihood of there being significant errors or problems in the integration is greatly diminished. We also know that the code used has been signed off on, standardising and improving our overall coding practices. This greatly improves the overall stability of our code and ensures it meets our own internal standards.

So, once we have this code written, what happens? Surely there’s not one-size-fits-all with this code? Clients have different requirements and expectations regarding how widgets function. Today, we’re going to look at how to use these practices to create and reuse the same widget in multiple ways.

To do this, we will use a common widget template naming convention (widgetname.template.cshtml) and some modifications to the widget controller.

Controller Changes

Add the following template name variables to your controller:


private string templateName = "DemoWidget";
public string TemplateName
{
    get
    {
        return this.templateName;
    }
    set
    {
        this.templateName = value;
    }
}

Change the index method to use the selected template for the view rather than the default "index".

Sitefinity Controller Changes

Create re-useable Template Selector

In the designer view we need a dropdown selector to choose from available templates. This will be a list of ‘.cshtml’ files that fit the pattern. Like in the previous article, we make this re-usable for any widget by creating a template selector shared partial view (_TemplateSelector.cshtml in the /MVC/Views/Shared folder in the Github).

We define a model of type String so we can specify the naming convention to match (i.e. our widget prefix).

Sitefinity - Create re-useable Template Selector

Add the partial view to our Designer View

Sitefinity - Add the partial view to our Designer View

Rename frontend view to match naming convention and test

We rename our template from “index.cshtml” to “DemoWidget.index.cshtml”

Sitefinity - renaming the template in the folder

Once you build your solution and run the site, your widget designer should now look like this with one template choice:

Sitefinity - Widget designer interface with one template choice

Using a template naming convention to filter your widgets features available to content editors

Now we can get adaptive. Say, for example, the above widget would suit another section of the website, but the images don't need to be responsive. Our only requirement is that the widget supports a single image. Previously, we would have created a new widget for the single image, but the more efficient method is to create a new frontend view template within this current widget. Both options are fine, but for a content editor, it might be confusing, especially if there are multiple fields that aren’t used for all templates.

The solution is to use our template naming to filter features in the designer view.

For example, we might require the template name to include “.Responsive” to show the responsive image selector; otherwise, we just show one.

Create two templates, one using the name to indicate it is responsive

We create our two template variations: DemoWidget.Responsive.cshtml and DemoWidget.Single.cshtml:

Sitefinity - Create two templates, one using the name to indicate it is responsive

Sitefinity - Create two templates, one using the name to indicate it is responsive 2

With this change, in our designer view we want to only show one image selector when the single template is selected and show the two selectors when the responsive template is selected. We can use the AngularJS ‘ng-show’ Directive which allows us to evaluate an expression to decide whether to show an element or not. We create our two alternatives and apply the ng-show as follows:

Sitefinity - Create two templates, one using the name to indicate it is responsive 3

(See Github)

We check whether the TemplateName property contains “Responsive” or not and display the appropriate designer markup.

Again, once you build and run your site and the widget designer should now look like this:

Widget Editor (Responsive):

Sitefinity - Widget designer interface

Widget Display (Responsive):

Sitefinity - Widget Display

Widget Editor (Single):

Sitefinity - Widget Display 2

Widget Display (Single):

Widget Display

And that’s it! As you can see, using this practice creates a far better user experience for the site administrator. Rather than dropping in lots of different widgets of similar types to accommodate different requirements, the site admin drops in a single widget with multiple views based on the current requirements. This leads to less “widget clutter” (having many widgets to choose from) and makes the process simpler and more streamlined for the site admins. We’ve also optimised our code by reusing the required partials and intelligently adapting them to our requirements.

Conclusion

Reusing code is the holy grail of development. The more we can write scalable and reusable code, the fewer problems we run into as a whole and the faster our development process and cycle becomes. Sitefinity is a highly adaptable CMS and with its regular release cycle, leverages the best aspects of what .NET has to offer. While none of these processes is particularly difficult to understand or use, documentation explaining these practices seems limited. I hope this helps you to improve your widgets and optimise them to their full potential.

Arekibo is a certified Sitefinity partner based in Dublin, providing Sitefinity development, managed cloud hosting, upgrades and migration, and training and adoption services for enterprise clients across Ireland, the UK, and the USA.

If you or your company are looking for further advice or assistance in this domain, or would like to discuss your digital strategy, give us a call!


Frequently Asked Questions (FAQs) - Sitefinity Training

Don't hesitate to get in touch with us to discuss how our Sitefinity Training experts can deliver tailored training for your team. 

We offer various Sitefinity training types, including on-site training sessions, online webinars, interactive video tutorials, and hands-on workshops. Sessions are shaped around your team’s roles, editors and marketers, or your IT team, and follow a clear roadmap from the basics through to advanced topics. All training is fully documented.
The same team that designed and built your website conducts the training. Because they already know your exact setup and your business, the training is practical and directly relevant to how your team actually works, not a generic, one-size-fits-all course.
We deliver training to remote teams through online platforms, ensuring interactive and engaging sessions. Whether your team is in Dublin, London, Chicago, Berlin, or Melbourne, or anywhere, we ensure everyone receives the same high-quality training experience. 
After the initial training, our support team can also offers ongoing support for your website via our ArekiboCare service. This includes on-demand training sessions, additional resources, and continuous updates as Sitefinity evolves.
Sitefinity ships new capabilities regularly, and we keep your team ahead of them. As a partner since 2007, we track each release and flag the updates that matter to your specific setup, then run short refresher sessions and ongoing training so new features get adopted rather than overlooked. 
Yes, we offer customised training on Sitefinity Insights. The training focuses on using the tool to analyse customer behaviour, track engagement, and optimise marketing strategies. It helps your team effectively target customers in your markets.