Sign into the Pico dashboard and navigate to the Settings portion of your Pico Dashboard by clicking the appropriate icon on the navbar located on the left side of your site. You can also get there by heading to: https://dashboard.trypico.com/settings/account
Find the Website tab to the right on the top navbar and click on it.
The Locked Articles subsection will be located just below the Domains subsection. You may need to scroll down to see the section fully.
The Locked Articles subsection currently has two customizable features within it: Conditions and Access.
Conditions determine how and when locking will occur on your site. There are three basic options within Conditions: Do not lock any articles, Lock all articles, or Lock articles that match the following conditions. These first two options may be good starting points whereas the third option involves a bit more nuance. For the purposes of this tutorial, we will select the third option.
As you can see from the image above, the third option is selected which allows for us to customize our conditions.
The first dropdown we encounter is located within the rule itself. You can lock articles that match any or all of these conditions. The example is set for any.
From there, conditions are made. The first condition in the example is if the URL contains pico. The second condition is if Page labels exclude example. These rules can be highly varied to fit your needs, and there are many other options that go beyond the example image above. Take some time to adjust the settings to optimize your site!
Finally, if you would like to add a condition, simply click the Add condition tag and a new input will appear.
If you would like to remove a condition, click the symbol on the left side of the condition and it will disappear.
The first portion of Access relates to how anonymous users interact with your site. Add a number and select a timeline from the dropdown to create a rule for anonymous users. In the example below, an anonymous user would get access to five locked articles a week:
The section below refers to how the site interacts with contacts who are logged-in but don't have an active membership. In order to create access rules for those users, first select the checkbox on the left.
If you choose to unlock articles for logged-in users, you may customize them further. You may Unlock all articles or Unlock some articles. If you choose to unlock all articles, all logged in contacts will have access to all articles. If you choose to unlock some articles, you may customize the option further. We will explore that option here.
There are two options that can be selected within this customization. You can limit the number of articles over a specific timeline or limit the articles based on certain conditions met. Either of these options may be turned on or off by selecting the associated checkbox to the left.
The above photo example shows that articles will be locked for logged in contacts without a membership once they have seen five articles that year.
Additionally, only articles that meet the condition described will be unlocked. These conditions can be varied to optimize your site so take some time ad make adjustments to find the best solution for your product!
Finally, once you are satisfied with your changes, scroll to the bottom of the Locked Articles section and click the Update profile button. A success flag will appear to confirm your changes if everything goes smoothly.