Signpost Template

This repository is the website template for creating new Signpost instances.

This README pertains to working with this repository as a template for new instances. There's also README-SITE.md that describes how to operate a site created from this template.

Instructions for setting up a new Signpost instance

1. Fork the repository

1. Fork this repository.
2. Enable GitHub workflows.

2. Swap README

1. Delete this README and rename README-SITE.md to README.md.
2. Fill out TODOs in README.md.

3. Run the new site's development set up instructions

4. Choose your site's content structure

1. Use Figma guidelines to decide which content structure the site should follow: Beporsed or UFU.
2. Set USE_CAT_SEC_ART_CONTENT_STRUCTURE in lib/constants.ts accordingly.
3. If you have chosen U4U:
   1. [Optional] Delete the category page file. It's not present in this content structure.

5. Customize your site

1. Fill out the environment variables documented in README-SITE.md.
   1. Add all variables to .env.local.
   2. Provide some environment variables (ZENDESK_URL and ZENDESK_OAUTH_TOKEN) as repository secrets.
2. Provide the site's constants. Search for TODOs.
3. Finish TODOs in lib/translations.tsx.
   • Note: Create new Dynamic content on Zendesk with your website's name in prefix
4. Finish TODOs in lib/social-media.tsx.
   • Note: you might need to change Social media logo images in public/ directory
5. Create Algolia Search indexes for Zendesk Articles and Search queries, and replace indexes in lib/constants.ts.
   • Follow Search documentation on how to create new index.
6. Fill out custom CSS variables in next.config.js.
7. Provide the site's logo in lib/logo.ts.
8. Enable Service map by completing TODO in lib/constants.ts
9. Enable Chat widget by completing TODO in pages/_document.tsx

6. Connect the site to Vercel

The easiest way to deploy your Next.js app is to use the Vercel Platform from the creators of Next.js.

Check out Next.js deployment documentation for more details.

7. Setup a domain

1. Set up the target domain after you have set up the site in the previous steps by following https://vercel.com/docs/concepts/projects/custom-domains.
2. Remove Host mapping from Zendesk for your brand: https://signpost-global.zendesk.com/admin/account/brand_management/brands.
   • It's needed to allow Zendesk Admin functionalities (e.g., category editing and article preview) to keep working through Zendesk Themes.
3. Verify that editing category name in Zendesk still works for your brand.

8. Set up Google Analytics

Create a GA4 Property and find your Measurement ID

If you already have a Google Analytics Measurement ID (i.e. G-XXXXXXXXX or UA-XXXXXXXXX), you can skip this step.

To set up Google Anaytics, you will first need to follow the online instructions in order to create a new Google Analytics 4 property and add a data stream. After this, find your Measurement ID.

Set up your app to collect data

To start data collection, you will need to add your Google Analytics ID(s) to your local .env.local file and as environment variables in your vercel project settings, using the NEXT_PUBLIC_* notation. For example, if you had a Universal Analytics ID and a Google Analytics 4 ID, you could have the corresponding environment variables: NEXT_PUBLIC_GA_ID and NEXT_PUBLIC_GA4_ID. You may have two IDs, for example, during the migration from Universal Analytics to Google Analytics 4.

Next, ensure that these environment variables are included in the GOOGLE_ANALYTICS_IDS variable of the the site's constants. For example,

  export const GOOGLE_ANALYTICS_IDS = [
    process.env.NEXT_PUBLIC_GA_ID ?? '',
    process.env.NEXT_PUBLIC_GA4_ID ?? '',
  ];

These Measurement IDs are connected to the site by using the Analytics component from @ircsignpost/signpost-base/dist/src/analytics in your app's pages/_app.tsx file. This component needs to be added as close to the top as possible (above <Component {...pageProps} />). Your file should look something like the following:

  ...
  import Analytics from '@ircsignpost/signpost-base/dist/src/analytics';
  import { GOOGLE_ANALYTICS_IDS } from '../lib/constants';
  ...

  function MyApp({ Component, pageProps }: AppProps) {
    return (
      <>
        <Analytics googleAnalyticsIds={GOOGLE_ANALYTICS_IDS}/>
        <Component {...pageProps} />
      </>
    );
  }

  export default MyApp;

Now your app should be setup to start collecting data!

Tracking Events

By default, the Analytics component tracks page views for you, but you may want to track other events such as page clicks, or maybe disable/enable analytics depending on a user's response to a cookie banner (consider using @ircsignpost/signpost-base/dist/src/cookie-banner). In order to do this, there are a couple lightweight utility functions you can use.

NOTE: These functions only work if you have successfully set up and began using the Analytics component.

// Opts user out of Google Analytics tracking.
export function disableGoogleAnalytics(googleAnalyticsIds: string[]);

// Re-enables Google Analytics tracking if it was previously disabled.
export function enableGoogleAnalytics(googleAnalyticsIds: string[]);

// Tracks a click event for the given category and label.
export function trackClickEvent(eventCategory: string, eventLabel: string);

9. Generate Zendesk OAuth token for your site

You need to generate a new Zendesk OAuth token for your site for Zendesk logging and API usage tracking purposes. To do that, you need full Admin access. If you don't have it, ask your Product manager (Liam) to generate it for you with following instructions:

1. Add a new OAuth client in Zendesk Admin center: https://signpost-global.zendesk.com/admin/apps-integrations/apis/zendesk-api/oauth_clients
2. Find ID of your new Oauth client: https://signpost-global.zendesk.com/api/v2/oauth/clients.json
   • Copy number from ‘id’ field corresponding to the new client you added
3. Perform the following command in the terminal curl https://signpost-global.zendesk.com/api/v2/oauth/tokens.json -H "Content-Type: application/json" -d '{"token": {"client_id": <new_oauth_client_id>, "scopes": ["read"]}}' -X POST -v -u <your_email>/token:<api_token>
   • Substitute <new_oauth_client_id>, <your_email> and <api_token>
   • Get an API token from https://signpost-global.zendesk.com/admin/apps-integrations/apis/zendesk-api/settings/tokens/

10. Setup Next.js preview

If you have followed the steps in this README, you've already generated a value for PREVIEW_TOKEN environment variable, provided it in Vecel (here) and added the preview logic to your website (thanks to the preview logic in the Article component). That already allows you to access preview mode manually. See defenition and manual usage of preview mode.

To additionaly enable the Next.js preview for the ZD content editor links:

0. (Optional but recommended) For Next.js-based Signpost instances ZD theme is kept alive only for preview mode and category/section edits. So to avoid confusion between the live Next.js website and the ZD theme, replace the ZD theme of your instance with a version of Copenhagen theme where all not required .hbs files, styles, translations are removed and the required .hbs templates contain something like <!-- This file needs to exist when importing Zendesk theme. --> .

1. Edit your ZD theme's source code

   1. Replace the content of article.hbs with

         <div>
            <div id="article-container">
            <p>Redirecting...</p>
         </div>
         <script>
            // The script below implements Next.js preview mode redirects. More details in:
            // https://docs.google.com/document/d/1IbtY_EvIm0c1C8yeKpEPWwPvWJyHiNehYkRpVJJ65kg
      
            const baseUrl = `{{ settings.preview_base_url }}`;;
            const locale = `{{ help_center.locale }}`;
            const articleId = `{{ article.id }}`;
            const previewToken = `{{ settings.preview_access_token }}`;
      
            // Example ZD preview URL:
            // https://signpost-u4u.zendesk.com/hc/en-us/articles/4810103030679/preview/eyJhbGciOiJIUzI1NiJ9.eyJpZCI6NDgxMDEwMzAzMDY3OSwiZXhwIjoxNjYzOTQ2ODk3fQ.YlBI8yUJaJVe8nI3_o1kRrtk_0eomhe3jGL2JR-G4og
            const isPreviewMode = window.location.href.split('/').includes('preview');
      
            // URLs are constructed based on the routing from https://github.com/unitedforukraine/signpost-template
            const nextjsPreviewUrl = `${baseUrl}/api/preview?slug=/${locale}/articles/${articleId}&secret=${previewToken}`;
            // Clears preview cookie if it was set, then redirects to the live website in normal mode.
            const nextjsUrl = `${baseUrl}/api/clear-preview-cookies?slug=/${locale}/articles/${articleId}`;
            window.location.replace(isPreviewMode ? nextjsPreviewUrl : nextjsUrl);
         </script>
         </div>
      

   2. Addd two parameters to manifest.json's settings array: preview_access_token and preview_base_url under preview_access_token_group_label label

         "settings": [
            {
               "label": "preview_access_token_group_label",
               "variables": [
               {
                  "identifier": "preview_access_token",
                  "type": "text",
                  "value": "",
                  "label": "preview_access_token_label",
                  "description": "preview_access_token_description"
               },
               {
                  "identifier": "preview_base_url",
                  "type": "text",
                  "value": "",
                  "label": "preview_base_url_label",
                  "description": "preview_base_url_description"
               }
               ]
            }
         ]
      

2. Upload the edited theme as set it as live in Zendesk UI

3. Provide the values for preview_access_token (the preview access token value that you've generated earlier) and preview_base_url (the domain name of your instance, e.g. https://www.unitedforukraine.org/) in the theme's UI: click Customize on the live theme -> click on preview_access_token_group_label group -> paste the values -> click Publish

4. (Optional): educate your content writers on how to access preview mode manually and in the ZD UI

Architectural Decisions

Dual content structure

There are two possible versions of content in a Zendesk instance. They are both explained at Figma.

The components signpost-base work with both of them. During setting up of this template, you'll do steps to configure the site for a specific version. (TODO: theirc#103)