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If you’re at the global features step, you’ve probably already read my posts on installing Thrive Themes and walking through the Thrive Theme Builder.

If you haven’t, be sure to check out those other posts first.

Now I’m going to take you through the process of setting up global features in Thrive Themes.

What are global features in Thrive Themes?

You may remember in the last video, we walked through setting up a consistent design for your brand using Thrive Theme Builder. A part of this process included setting up the basic header and footer template, and I mentioned you could edit this further at a later time.

Here is where the global features come in. Now you’ll learn how to tweak the design of your headers and footers, as well as design new templates for call to action, subscription, or other elements on your site.

The two global features available in Thrive Themes are global elements and global fields.

While global elements store the visual design for your templates, global fields store the text information to be used across your site such as your name, address, phone number, social network links and even links to your legal pages.

Global elements are found in the Thrive Dashboard section called Global Elements, but the global fields are found under the section called Smart Site. (I wish both of these were combined under one header called Global Features to keep things simple.)

Now you know where to find both the global elements and the global fields sections, and what both of them do.

How Do You Edit Smart Site (Global Fields) in Thrive Themes?

  1. Once you log into your WordPress site, click on Thrive Dashboard in the main WordPress menu.
  2. Scroll down until you see Smart Site, then click on the green box called Smart Settings.
  3. On the next page that opens, you’ll be able to edit your Company information, assign URLs for any legal pages you may have, and connect your social media links. Simply hover your cursor over the field you wish to edit, and click on the pencil.
  4. A pop up window will appear, allowing you to edit the field name, text, and URL if applicable. Click Save once you have entered the information.
  5. To add a new global field, click Add Field to the top right of the page.
  6. A pop up window will appear, allowing you to choose the group and field type before entering the field name, link text and URL. Click Save once you have entered this into Smart Site.
  7. Once you are done with entering the global fields information, click on Back to Dashboard.

How Do You Get the Global Fields to Appear On Your Website Using Thrive Themes?

  1. Open the page, post, header or footer that you want the global fields to appear on. For the purpose of this tutorial, I’m going to show you how to add it to a sample page.
  2. Click Edit on the page, and when the page opens, click on Launch Thrive Architect.
  3. A new window will appear. On the right hand icon menu, you’ll see a plus sign icon inside a box. Click on the [+], then select Text. You can drag and drop this into the place you want to add onto your page.
  4. Delete the automated text that populates.
  5. You’ll notice at the top of the page that a text editor menu has appeared when you have selected the text box. It disappears when you click off of this and onto other content on your page. Go ahead and select the text box and then feel free to move the text editor menu if you want.
  6. Click on the icon that looks like stacked coins. This is the Dynamic Text icon.
  7. You’ll have the option to select from a drop down menu which text you want to display on your site. Since I previously created the Company Name field in Smart Site, I will be selecting Global Fields in the first drop down menu, and then Company Name in the second drop down that appears.
  8. Then click Insert.
  9. Click on the arrow to the right of the Save Work button to select Save and Preview. You should now be able to view the global field you selected on your site.

How Do You Create Global Elements in Thrive Themes?

If we go back to Global Elements under the Thrive Dashboard, you’ll notice that there are different sections listed. Content Templates, Symbols & Blocks, Headers and Footers.

Editing Content Templates

For Content Templates, you can create a category, such as Lead Generation, and then save the category, but you cannot create the actual template in this section.

  1. To create the template, first you’ll navigate to whatever post or page you are creating the template on. Click on Edit with Thrive Architect. A new page will open, and you’ll again see the icon menu to the right of the page.
  2. Click on the [+], then select the element you wish to add to the site. For the purpose of this tutorial, I’ll be using the Lead Generation element. You can drag and drop the element on your page.
  3. Depending on the type of element you have selected, a pop up window may appear with template options for that element. As you can see with the Lead Generation template, there are 26 to choose from.
  4. When the template has loaded on your page or site, you’ll be able to edit the different fields, colors, layout, and more for that specific template if applicable. If you want to edit specific elements within the template, click on the Edit Form Elements box under Main Options. This will allow you to further customize the fields such as labels on forms, typography settings, etc. Click Done when you have finished editing the form elements.
  5. Once you have completed editing the template, click Save Work located at the bottom left of the page.
  6. Next, go back to the template on the page and click on it. You will see a Save icon appear above the content if it is able to be saved as a template. Click on the Save icon, then enter the name you want to give your new template and provide a category label if you wish. Then click Save New Template.
  7. Now when you go back to the Global Elements section in the Thrive Theme Dashboard, you will see your new template is saved.

Templates vs. Symbols

Before we get into editing Symbols & Blocks, here’s a fun fact. Templates and symbols are similar because they both allow you to store the design of your elements within Thrive Themes. What makes Templates different from Symbols is that Symbols can be edited and updated in one place and affect all pages that have that element, whereas Templates cannot.

In other words, let’s say you have a “contact us” form saved as a template like we just did in the previous steps. Now you can add this form to any page or post you like, but the only way you can make any changes to it is by going to your site’s page or post and making edits to it on just that one specific page.

Whatever changes you make to that “contact us” form will not be reflected across your entire site. So if that same form is located anywhere else on your site, it will look like however it was when you first placed it on that page unless you make edits to it.

You can see how that could potentially be a lot of work if you need to edit a bunch of these forms or other elements to look similar to one another, but it can be useful if you have elements that you intentionally want to look different on certain pages.

For example, pretend you have an ebook promotion on one page, and a workshop promotion on another. You may like the standard form template you’ve created, but it might not make sense to have the forms look exactly alike when you are promoting completely different content. This is a way using the global element template may make more sense when designing your site. Whereas a global element symbol might make more sense if you need a consistent look for a subscription lead generation element on all of your website pages.

Editing Symbols & Blocks

  1. Now that we’ve covered why you might use a symbol as opposed to a template, let’s take that same form we used earlier and save it as a Symbol by clicking on the Save icon at the top of the selected element.
  2. Enter the Symbol Name and Category of your choice, then click Save New Template. Now you have the ability to edit the symbol through the Global Elements page instead of a specific page on your site.
  3. You still have the ability to edit on a specific page if you wish by clicking on the element, then clicking on the “Edit as Symbol” button to the top left of the page. Then click on the element once more to view and edit the main options, layout, etc. *Keep in mind that this will change the element everywhere it appears across your site, even if you are using the editor on a specific page.*
  4. To edit the symbol through the Global Elements page, go to the Thrive Dashboard and click on Global Elements.
  5. Click on Symbols & Blocks, and you should see your saved symbol listed. If you hover your cursor over it, the Edit Symbol option will appear. Clicking on this will open the symbol in a new window where you can make edits with Thrive Architect from there. Click on the element once this window opens to view and change the style of the element.
  6. Additionally, you have the option to add a new symbol by clicking on Create New Symbol in the Symbols & Blocks section of Global Elements.

Editing Headers & Footers

  1. If you have already selected a template using Thrive Theme Builder as we covered in my previous video, be sure that the header or footer you are editing in this section is the same one you selected in the builder. Check out my other post if you need a reminder on how to select the header in Thrive Theme Builder. Alternatively, you can click on Create New Header to design a new template, then go back to Thrive Theme Builder and select the new template you’ve created to apply across your site. For the purpose of this tutorial, we’re going to create a new header.
  2. In the Global Elements section of Thrive Dashboard, click on either Headers or Footers. Then click on the Create New button at the top left.
  3. A pop up window will appear. Scroll down to view the template options, click to highlight the template you prefer, then click on the Choose Header or Footer button to the bottom right.
  4. The next window will ask you to give a name to your header. Enter whatever name you prefer, then click on Add New Header to save.
  5. Thrive Architect will automatically open, and from there you will see the style elements on the left. These options will let you modify the header as a whole. If you click on any part of the header, such as the logo, column, menu item, and so on, you will see the design editor in the left column will change accordingly.
  6. You can also click and drag to adjust the size of the columns within the header.
  7. Once you have completed designing the layout and style of the header, click on Save Work.
  8. Finally, once you have selected the design in Thrive Theme Builder as your main header or footer, your site will reflect that header or footer across all your pages and posts if you have them set to visible.
  9. To set a header, footer, and even sidebar or main content to visible, open Thrive Theme Builder, go to Templates.
  10. Hover your cursor over whichever page, post, or list you want to edit, and click on Edit.
  11. In the left column, under Main Options, you will see a window that has an illustration for the header, top bar, content, sidebar (if applicable), bottom bar, and footer. The eye icon beside each option indicates if that section of your site is visible. Simply click on the eye icon if you want to hide any of these options. Click on the eye icon again if you want to change it back to visible. Then click Save Work.

Using global features in Thrive Themes is, in my opinion, a convenient way to save some time. Additionally, having the templates option as a feature seems to have its place when it comes to designing similar styles or layouts intended for different content.

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