Digital Playbook Toolkit

After the new site is live, you’ll start by updating the Site Identity.

• Go to Appearance → Customize → Site Identity
• Update the Site Name to reflect the client’s actual name (i.e. *Client Name* Digital Playbook)
• Click Publish
• Click the Customizer back arrow (top left of the sidebar) to return to the main menu.

Next, move into → Theme.

This is where you’ll apply the client’s branding across the Playbook. Inside Theme, you’ll work through four sub-sections — Header, Styling, Typography, and Custom CSS — in this order.

Header

Change site colors and logo

• Go to Customize → Theme → Header
• Change the Site Logo and Site Retina Logo
• To create an MiM® + Client logo, use the Canva template: Client Digital Playbook Logos
• Duplicate an existing logo page and replace it with the client’s logo
• The background color doesn’t matter — it’s just for visibility (the logo should be white or light, since the Playbook background is dark)
• Export as a PNG with transparent background — this is your Site Logo

• Export again at 2x size — this is your Site Retina Logo

• Upload both logos to their respective fields
• Under Header Background, set the color to the client’s primary dark color
• Click Publish
• Click the Customizer back arrow (top left of the sidebar) to return to the main menu.

Styling

• Change the Link Color and Link Color: hover to the client’s dark and light brand colors
• Click Publish
• Click the Customizer back arrow (top left of the sidebar) to return to the main menu.
  

Typography

• Change the Headings Font Family to the client’s heading font
• Change the Headings Font Color to the client’s dark color
• Change the Body Font Family to the client’s body font
• Change the Body Font Color to the client’s dark color
• Click Publish
• Click the Customizer back arrow (top left of the sidebar) to return to the main menu.

Note: If the client doesn’t have defined fonts, use Open Sans for both headings and body text.

Custom CSS

Under Additional CSS, locate the pre-loaded code. Only update the three color hex codes noted in the comments:

Base color: login button color

• Change this to a complimentary color in your client’s color palette
• Keep in mind that it will be contrasted against the dark color you added as a background

Hover color: login button hover state

• Change this to a contrasting color of the login button

Welcome bar background: background color once logged in

• Change this to the same color as your login button.

Note: If you’re unsure which color codes to edit, ask Beth before saving.

To align the login screen with the client’s branding:

• Go to Customizer → LoginPress
• Under Logo, upload the same logo you used in the Theme section; adjust logo width until it looks right
• Click Publish
• Click the Customizer back arrow (top left of the sidebar) to return to the main menu.
• Under Background, change the background color to the client’s primary dark color; toggle off “Enable Background Image”
• Click the Customizer back arrow (top left of the sidebar) to return to the main menu.
• Under Button Beauty, update the Button Color and Button Border Color to the same dark background color as the Header of your website.
• Update the Button Color (Hover) and Button Border (Hover) to the same color as the link hover color on your website.
• Click the Customizer back arrow (top left of the sidebar) to return to the main menu.
• Under Form Footer, update the Footer Text Hover Color and the “Back to” Text Hover Color to the same contrasting color
• Click Publish

This step should happen after the Intro to MiM™ session. The team needs context for what the Digital Playbook is and how it’s meant to be used before receiving access.

Digital Playbooks are permission-based. Only users who are logged in and granted access can view a client’s Playbook.

Once the Intro to MiM™ is complete, the Architect can now create user profiles for the leadership team involved in the Quick Start™. his ensures the Playbook is introduced to the same leaders who are helping shape it — preserving clarity, alignment, and shared ownership from the start.

Use the steps below to create users, assign permissions, and manage access for your client’s team.

1. In the left navigation bar, go to Users → Add New
2. Create a username using the format firstname.lastname (note: this cannot be changed later)
3. Enter the client’s email, first name, and last name
4. Leave all other settings as default
5. Click Add User

Note: Adding a user will automatically send them an email notification, so make sure they’re aware before you proceed. If you’d prefer to deliver their username and password personally, you can toggle this setting off.

To add an article, hover over the Heroic KB module in the left navigation, and click on “Add New Article” or “All Articles“.

Once you’ve started a new article, add a title at the top of the page, and begin adding your content.

You can Save or Publish your page at any time by using the buttons in the top right corner of the editor.

If you need to change the URL slug of your article, you’ll find it in the editing column below the Save and Publish buttons.

Ensure you add Article Categories and Article Tags by selecting and typing in the editing column.

At the bottom of the editor, you’ll find several options for the article. If you need to attach a document to the article, this is where you would do it.

FAQs must be created outside of the Article first. Look for FAQs in the left navigation.

Scroll all the way to the bottom of the FAQ page (if necessary), and you’ll see a button that allows you to add a New FAQ Group.

Once you’ve clicked the button, it’ll ask you to name the FAQ Group. You’ll want to give this a unique name, usually the name of the page you’re creating it for, because you’ll have to choose this group from a dropdown to insert it on your actual Article. Name the group and save.

Once you’ve named the group, you can start adding your FAQ questions and answers.

To add this FAQ Group to your Article, you’ll need to navigate back to the article you want to add it to. Add the block “Heroic FAQ“.

Click on the block you inserted, and you’ll see options in your editor to the right. You’ll need to select your FAQ Group from the drop down, and select Style 2.

You should then see your FAQs populate.