Table of Contents
Last Updated: January 24th, 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. https://campaignforinclusivecare.elizabethdolefoundation.org/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 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.
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.
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.
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.
Resources allow you to add and manage resources
- Click or hover over “Resources” in the left sidebar and click “Add New”.
- Enter the Resource title
- On the right-hand sidebar, select the appropriate Resource Type
- In the Redirect Option, enter the URL from the Media Library of the file you would like the user to download
- Click "Publish" to generate a URL/Permalink for the resource
- Copy the URL/permalink from the top of the page
- On the Resource page, paste this URL in the desired button's "Button Link" field
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)
- 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.
- Focus keyword: chose the main keyword or phrase that matches the content on the page.
- Meta keywords: additional keywords that pertain to the page content
- 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.
- 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
- 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
- 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)
You can update the footer content by navigating to Widgets. Use the dropdowns under the “Footer Content” widget to find the content you would like to update. Once you have made the necessary updates, click Save.
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. For more information on how these elements can be used in branded components, use the Asset Board for reference.
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.
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.
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.
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 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.
Contact Forms are added through the Gravity Forms plugins. You can manage these forms through the Forms tab in the left sidebar of the WordPress 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.
Gravity Forms Resources
Watch the tutorial below to get acclimated to Gravity Form building basics. For more advanced tutorials, check out Gravity Forms Video Tutorials.
- 2:42 – 7:10 – creating a form
- 7:10 – 9:56 – basic form settings
- 9:56 – 11:00 – creating a dropdown field
- 13:33 – 14:38 – form confirmation settings
- 14:38 – 18:29 – form notification settings
Counters offer a simple way for you to show off your accomplishments and make your content more interactive through animation. You can provide a prefix or suffix to your animation such as “$” or “%”. View functional examples at Social Driver’s page builder codex for Data Visualizations.
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.
Icon boxes allow you to add a variety of icons and emojis to your content to make it more engaging. View functional examples at Social Driver’s page builder codex for Icon Boxes.
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.