Owner’s Manual

Table of Contents

Last Updated: February 27th, 2019

Let’s take a step-by-step tour through your WordPress site and see how the different functions work and how to make your new site your own. During the first part of this tutorial, please don’t change anything within the program unless it is part of the tutorial. After following these steps, you’ll soon be changing everything.

Accessing Your Website

Follow the steps below to access the dashboard of your WordPress website and begin managing your website.

Log Into Your Website

Begin by logging into the “administration area” or the back end of your website. Visit your site’s login page by placing “wp-admin” after your domain name (e.g. [site-url]/wp-admin).

If for whatever reason you do not remember your username and password, you can recover this information by clicking Lost your password? in the login prompt screen.

Two-Factor Authentication

Two-factor authentication adds another layer of security to your site that requires not only a password and username when logging in but also a passcode that you can only generate on your smartphone. Using a username and password together with a piece of information that only you can access makes it harder for potential hackers to gain access to your website.

For more information on two-factor authentication, check out the entry in the WordPress Codex.

Enabling Two-Factor Authentication

Navigate to your profile page to enable two-factor authentication, as well as sync their account with the Google Authenticator app. Scroll to the bottom and click Enable.

You’ll then see this screen:

Follow the steps by downloading Google Authenticator for your phone, scanning the barcode, and entering the six digit passcode that the Authenticator app generates.

Click Verify and you’re all done!

Using Two-Factor Authentication

Next time you log into your website after you enter your username and password, you’ll be asked to enter a passcode. Just fire up the Google Authenticator app on your phone and enter the passcode.

Media Library Basics

The Media Library is where you can upload and manage your images and other documents all in one place. PDFs, Word documents, and graphics are all added to the media library for use throughout your entire website.

Uploading + Link to Media

If you would like to upload a graphic, such as adding a picture to your post, then you must first upload the content to the Media Library. Once there, upload your image by clicking Add New, by choosing Select Files, or by dragging and dropping an image into the browser window.

Once the file uploads completely to the list below, select the recently added thumbnail to reveal the image's full options. For SEO and accessibility purposes, it is highly recommended that you provide a descriptive Alt Text for the image. This text tells search engines and users using screen readers a bit more about the image's contents.

You can use the URL provided in the top-right corner of the media settings on any other page throughout the site.

Editing Images

This section will describe how to use WordPress’s built-in image editor. If an image is saved in the media library and already in use, do not update this image. This may update it in other sections of the site. Add a duplicate and alter from there.

Go to the Media Library section in the left sidebar. Click on an image in the list to view its settings. Just below the image click the Edit Image button.

From left to right, you have options to crop, rotate to the left, rotate to the right, flip vertically, flip horizontally, undo, and redo changes to your image. If you wish to crop, drag your cursor over the image, to the proportions you would like visible, then click the crop button in the top left. If you do not like the change you have made, click the back or forward arrows.

If you would like to change the size of the image, update the New Dimensions in the right column under Scale Image. This will automatically scale your image proportionally and you cannot scale images up, only down.

Managing Content

Preview Content and Tagging

Preview content typically includes a featured image, title, excerpt, and possibly some detailed text about the author and publication date.  This content is important because it is your visitor's first impression when they see your content on social channels, search engines, and even feeds within your own website. For more SEO tips and tricks, go to the SEO with Yoast section.

Add An Excerpt

At the very bottom of any piece of content, you should see a field called Excerpt. If you do not, you can find Screen Options in the very top right corner of your editing window. These options enable you to hide or show fields that may or may not be relevant to you. Ensure the Excerpt fields is checked. Excerpts are typically 150 to 160 characters in length to align with SEO (Search Engine Optimization) best practices.

Tagging Content

In any content type, you should see several taxonomies including, but not limited to, Categories, Tags, Resource Types, and Featured Areas. These can be found in the right sidebar under publishing options. There are many different reasons to tag content, but typically they are used to narrow down content that is filterable or dynamically generated.

  • Categories are typically available for any content type and act as a general bucket for any miscellaneous use-case.
  • Topics are specifically used to enable users to filter content based on a particular area of conversation. Example: Education, Healthcare, etc.
  • Resource Types are specific to Resources and are used to filter content by the kind of media. Example: Infographics, Videos, Reports, etc.
  • Featured Areas are used to featured specific content throughout your site and are not used to enable users to filter your content. Please note that you may need to uncheck previously added features in order to allow the correct content to appear in the featured block. Example: Feature on the homepage, Feature in navigation.
  • Tags are the exception to the rule. They are strictly used for SEO purposes and are not used to filter content. Add tags or keywords to a post so search engines can get a better understanding of your content.

Blog Posts

Posts allows you to manage and edit your In the Know content. These are used similar to how you create/edit pages.

  1. Click "Posts" in the left sidebar and then “Add New”
  2. Add a title
  3. Fill out your content using the WYSIWYG (What You See Is What You Get) editor. This is a text editing dashboard built into WordPress. For more on the functionality of each of these icons, check out this in depth breakdown of the WordPress WYSIWYG.
  4. Add an author
  5. Add an original source, if applicable
  6. Add an external link
  7. In the right sidebar, select a category, location, tags and featured image.

Events

Events allow you to add and manage your events

  1. Go to “Event” in the left sidebar and click “Add Event”
  2. Enter the “title” of the event
  3. Fill out your content using the WYSIWYG (What You See Is What You Get) editor. This is a text editing dashboard built into WordPress. For more on the functionality of each of these icons, check out this in depth breakdown of the WordPress WYSIWYG.
  4. In the right sidebar, add a category, tag, featured image, state and select 'event' under type for content feeds.
  5. In the “Schedule Options” section, add the start and end date and time (if needed) using the entry fields provided.
  6. In the “Additional Event Information” section, add the address, RSVP link and contact information.

Testimonials Information

Additional information to be added to testimonials

  1. Under “Title”, add the name of the person.
  2. In the WYSIWYG (What You See Is What You Get) editor, add the quote text.
  3. Under “Testimonial Information”, add the person's title/position, company and headshot (if applicable).
  4. In the right sidebar, add a “Testimonial Category”, this will determine what page the testimonial(s) will appear on.

Footer Content

  1. In the dashboard go to Appearance -> Widgets
  2. Under “Footer Content" you will find Appointments Project logo and summary text.
  3. Under “Footer Contact" you can edit the email and phone number.
  4. Under “Footer Social" you can edit the social media text.
  5. Under “Footer Newsletter" you can edit the elements for the newsletter signup

Swift Page Builder

We’ve installed a feature called Swift Page Builder into your WordPress site. This will allow you to easily create design “elements” for any page. Elements can be thought of like building blocks - stack and customize them how it fits your needs.

Swift Page Builder Basics

Click Pages in the left sidebar of your dashboard and then Add New to create a new page. Once you are on a page, click on the blue Swift Page Builder button to switch the editing view. Please note that the WYSIWYG should be in Visual, not Text mode when switching to Swift Page Builder.

Page Layouts

The first step before adding any content will be to create your layout by adding a row or column element to the page. These elements allow you to add spacing and group other elements together. You will have the ability to drag and drop text areas, buttons, dividers, and more into these layout areas.

Adjusting the width of an element

When hovering over any element except for rows, you will see five icons. From left to right these are trash, save, duplicate, edit, and resize. To resize any element into columns, you simply click the resize handle and drag the element to where you need it to be.

Saving Elements

Individual element settings, rows, columns, and even full-page layouts can be saved for use across your entire site. Make sure to title the element to be as specific as possible so other content contributors know what it is. You can access your team's full list of saved elements and pages by clicking the Saved Items button in your Swift Pagebuilder toolbar.

Publishing Content

Once you are ready to review your updates, you can click the Preview button in the top right corner of the screen, under your publishing options. This will allow you to see what the page will look like before publishing.

When you are ready to publish your content, you can click the blue Publish button to post the content immediately or select a date and time to schedule your post. Please note that times are set in military time, so if you would like a blog post to publish at 3pm, you would need to set the time to 1500.

Accordions and Toggles

Accordions and toggles are used to reduce the length of your page by hiding content until users choose to see it. The only difference between the two is that accordions are meant to hold several groups while toggles only hold one group. View functional examples at Social Driver's page builder codex for Accordions, Toggles, and Tabs.

Once you add an element, you can use the edit icons to rename the sections. Similar to rows and columns, you can add any other page builder element inside of an accordion or toggle group.

Blank Spacers

Blank spacers allow you to add space in between elements horizontally. You can easily customize the space size across multiple screen sizes. Spacers that are set to use a global scope will use the standard website setting. Customize the space of this specific spacer by selecting local.

Buttons

Buttons are flexible and have several different customization options. For any media such as PDFs and images, be sure to add that to the Media Library to retrieve a URL. View functional examples at Social Driver's page builder codex for Buttons.

Contact Forms

Contact Forms are added through the Contact Form 7 or Gravity Forms plugins. You can manage these forms through the Contact tab or Forms tab in your dashboard. Below you can find several resources to help you create a form. Once a form is created, you can add it to any page using the page builder element. View a functional example at Social Driver's page builder codex for Contact Forms.

Contact Form 7 Resources

  1. Under the “Form” tab this is where you create your form. Note: Follow this tutorial to learn how to create your form: https://contactform7.com/editing-form-template/
  2. Under the “Mail” tab this is where you control the settings for the mail response. Note: for help visit https://contactform7.com/setting-up-mail/
  3. Under the “Messages” tab this is where you control the messages the user receives for different scenarios. Note: for more information on Admin side: https://contactform7.com/admin-screen/
  4. Save the form to save all your work! Note: for more documentation for contact 7 form go here: https://contactform7.com/docs/

Gravity Forms Resources

Follow the tutorial that pops up or https://www.youtube.com/watch?v=VNt_QKIC83U and choose what you want to do based on the timing outline below

  1. 2:42 - 7:10 - creating a form
  2. 7:10 - 9:56 - basic form settings
  3. 9:56 - 11:00 - creating a dropdown field
  4. 13:33 - 14:38 - form confirmation settings
  5. 14:38 - 18:29  - form notification settings

Content Feeds

Content feeds are very powerful. They allow you to load dynamic content onto a page that can be filtered by many different facets. General options allow you to filter down the content that your visitors have the option to see. For example, if you select Posts from the Post Type dropdown, your feed will only contain blog post content. Visitors will not be able to see any other content type in that feed. View functional examples at Social Driver's page builder codex for Content Feeds.

The Filters tab allows you to specify how your site visitors filter your content. You can choose simply keyword search or any taxonomy to display as a dropdown.

The Display tab offers different options for your content feed's post previews. You can hide or show different content to offer the best user experience for your visitors.

Dividers

The divider element is fairly simple. You can use it to add a line between areas. It is one of many ways you can separate sections on your page.

Image Blocks

Image blocks enable you to make your images a bit more engaging with captions and hover states. View functional examples at Social Driver's page builder codex for Images.

Video Players

YouTube and Vimeo content can be embedded into your site by simply copying the URL that you find in your browser window when viewing the video and placing into the video player page builder element.

Other Admin Functionality

WordPress Users

Click Users in your dashboard to add and manage all users that have access to your website. In the Add New User section, create a username, enter their email and assign them a role. Learn more about the different roles in WordPress.

Navigation Menus

Navigate to the menu section of your dashboard. In the right column, there is a list of the current menu structure. If you would like to alter the current order of items listed, drag and then drop in the correct location. The left sidebar has a list of all the pages currently added on the site. Check the page you would like to add to the menu then click Add to Menu.

Click the drop-down arrow next to the name of the page to change how it will appear in the menu. Always have Main Menu and Mobile Menu checked in the “Menu Settings” section. You must click “Save Menu” for these changes to pull through on the live site. View WordPress's Codex for Menus for more information.

301 Redirects with EPS Redirects

Anytime you change a permalink, you should add a redirect in order to ensure visitors that have the old link saved, will still arrive at the page they are expecting. To access this, go to your EPS Redirects settings which can be found under Settings in your dashboard. You will also find easy-to-use import/export features to add and manage new and existing redirects.

Tracking Code Pixels

This allows for the collecting of user activity on the site. To access this, go to your Tracking Code Manager settings which can be found under Settings in your dashboard.

Facebook Pixel: https://www.facebook.com/business/help/952192354843755
Google Analytics: https://support.google.com/analytics/answer/1008080?hl=en
Google Tag Manager: https://developers.google.com/tag-manager/quickstart

SEO with Yoast

SEO is an extremely important aspect of your site and something to consider whenever you update or add any new site content. We’ve installed a tool called “Yoast SEO” which will help guide you towards matching your site content with important keywords.

Using Yoast SEO

Content (Tab that looks like a traffic light)

  1. The Snippet Editor previews what your page looks like in a Google search result. Click “Edit Snippet” to update the SEO title, slug (also known as the URL), and the meta description.
  2. Focus keyword: chose the main keyword or phrase that matches the content on the page.
  3. Meta keywords: additional keywords that pertain to the page content
  4. Content analysis: Based on your focus keyword, the content analysis will analyze the page content based on a benchmark of checks to ensure the focus keyword makes sense. This includes an appearance in the URL, meta description, title length, etc.

Social  (Tab that looks like sideways “v”)

This section enables you to personalize the social media title, description and image representation for Facebook and Twitter should you choose. For images, be sure to pay attention to the recommended sizes listed in the descriptions.

On-page Optimization

Title Tag

  • Avoid duplicate title tags
  • Keep title tags at 55 characters or less in length, including spaces.
  • Your title tag should be written like this: Primary Keyword – Secondary Keyword | Brand Name
  • Use a dash in between your keyword phrases and a pipe at the end before your brand name

Meta Description

  • Write compelling meta descriptions (for CTR)
  • 150 to 160 characters is the recommended length
  • Avoid duplicate meta descriptions
  • Do not use quotes or any non-alpha characters
  • Use target keywords in the description

H1, H2, H3

  • Use H1 Tag for Page title
  • Use your keyword phrase once in your H1 tag
  • Use H2, H3 tags for subheadings if there are multiple sections

Anchor Text

  • When linking to another page on the same site from within content, select good anchor text (keywords) to use in the actual link and do this often. For example: “We offer *target keywords* services,” rather than “Click here.”

Image ALT tags and filenames

  • Include your keyword phrase in the name of your image. Name all of your images in a way that describes what they are.
  • Do not use non-alpha characters in your image or file names (no %, &, $, etc)