Self-Serve Portal

How-To Create a White Paper or Report

This short guide goes through the steps and recommended blocks for setting up your white paper or report. If you have any questions or challenges when setting up your white paper / report, please reach out to your Digital Marketing Team.

Example White Papers / Reports

Check out these white papers / reports to get a feel for what an they should look like when completed. Whilst you can add any block to a page, we recommend using the blocks in this guide which have been handpicked to help drive up registrations to your content and also achieve a consistent look and feel across this section.

Preparation Requirements

The better prepared your page, the greater the chance of driving up registrations:


IMAGERY: HERO (2000×624), LANDSCAPE (1200×675)

Create White Paper / Report

On the left-hand menu, select White Papers and Reports > Add New

At the top of the page add the white paper / report name using Title Case. This page name will set the page URL, e.g. calling a page ‘Temenos Named Digital Banking Engagement Leader’ will create the URL

All white papers / reports use a Page Header block. It is the first thing a visitor will see when they visit your page and therefore it is important to enhance as much as possible:

  • Add a page title: Use Title Case. This is typically the name of the white paper / report e.g. Temenos Community Forum.
  • Add introduction: Below the title, add an optional short introduction to your white paper / report

Add a banner to the page. Banners should be Hero images (2000×625).

Please change the author at the bottom of the page to Temenos. You can do this by searching ‘info’ and selecting Temenos as an author:

Add Blocks

Add blocks to your white paper / report by clicking the round plus icon (⊕) above or below existing blocks. Below are the most commonly used blocks.

The Paragraph block is commonly used to describe your white paper / report.

The Image block is used for adding a single in-page image. It is possible to hyperlink your image to another page or add a caption below your image.

The Quote Block can be used to pull out quotes from the author, or somebody in relation to the white paper / report article.

Manage Visibility

White Paper and Reports properties help you manage the visibility of your white paper / report on, giving you options to promote the page in relevant places throughout the website. To view Properties, login to your Page > right-hand side options > Document tab.

Hide In Search – This tick box will enable you to hide your page from internal site search and other pages throughout

Featured Item – For white papers / reports that are high profile and important to the business, we have the Featured Item option which pushes the white paper / report to the top of the page to drive engagement and registrations. We can have between 0-4 featured items at any one time.

Earlier in this guide, we Set Page Name & URL. If you need to change your URL you can edit the Permalink. Best practice for URL structure is to keep your link as short as possible.

Using Permalink - Screenshot

Please select categories under Related that are relevant to your page. This will promote your page on others that are tagged up with the corresponding category e.g. core banking page will show in core banking pages. It will also help users find your page when they are using the white paper / report filter. You can set multiple categories is applicable.

Please select all the Regions where your page is applicable. If you are promoting a global white paper / report, please select all regions and set the primary region as the region where the content is most relevant.

Please select relevant categories under Resources Type. You can select multiple categories if applicable. This will help users find your page when they are using the white paper / report filter.

Your Featured Image shows on the white paper / report listings page, other pages and on links from social media pointing to this page. Please use a Landscape (1200×675) image. A default image is used if you do not set a Featured Image, however, we highly recommend adding your own image. We also recommend matching the Featured Image with the Hero Image in the Page Header, discussed earlier in this guide, as this will provide a joined-up user journey.

The Excerpt appears in site search results and listing pages. If no excerpt is added your page it will automatically take the first 200 characters from the page content.

Call-To-Action Forms

If your white paper or report requires a form to register interest for a download, then follow the steps below:

  • Add a new white paper / report
  • Set the page type: Document > Page Attributes > Page Type > Landing Page
  • Set the page to ‘Hidden’: Status and Visibility > Hide in Search
  • Set the page name to ‘Thank You’.
  • Set the parent to the white paper / report it is associated with (Document > Page Attributes > Parent Page)
  • This document outlines what content should be added
  • Get the unpublished link: Document > Permalink > Copy Link
    • Please ensure your page is called /thank-you/ and is associated with the correct parent
Creating a thank you page screenshot

Specify what form fields are required and send a request, including the link to the Thank You Page, to the Data Team [email protected].

Request a form screenshot

Add the Pardot Form block. Add the Form ID provided by the Data Team to the Pardot Block > Properties > Form Options

Add Pardot Form - Screenshot

White Paper / Report Set-up Checklist