Table of Contents
Last Updated: January 22nd, 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
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.
Unlike other content types, galleries do not automatically live on their own page. Once you create a gallery, you must use Swift Page Builder to place the gallery on a page. Click Galleries in the left sidebar of your dashboard and then Add New to create a new gallery.
First, add a title for the article. The title is only used in the backend so you can find the gallery later. Next, click the Add Media button to upload or select from the existing media library. You can add up to 200 images, but it is recommended that you only upload a maximum of 20 to ensure quality content.
Publishing A Gallery
When you are ready to publish your content, you can click the blue Publish button to enable your gallery to be embedded on other pages. Once published, navigate to the page where you would like to place your gallery and ensure Swift Page Builder is enabled. Click Add Element and select the Gallery page builder element. In the element settings, select the title of the gallery you just created. Once the page is published, your gallery should look similar to this:
Unlike other content types, sponsors do not automatically live on their own page. Once you create a group of sponsors, you must use Swift Page Builder to place a sponsor grid on a page. Click Sponsors in the left sidebar of your dashboard and then Add New to create a new logo.
First, add the name of the sponsor to the title field. If you would like to include a description of case study for this sponsor, you can add that to the main body content use the WYSIWYG (What You See Is What You Get) editor. For more information about the WYSIWYG, check out this in-depth breakdown of the WordPress WYSIWYG. Next, upload the logo and website URL under Sponsor Meta. The image you upload should be a minimum of 300px wide by 100px tall and should not have any white space around the logo. Add/select a category to group your sponsor with others.
Publishing A Sponsor Grid
When you are ready to publish your content, you can click the blue Publish button. Publishing a sponsor will make the logo visible in any grid on the site that relates to your designated category. Your sponsor grid will look something like this:
Exporting Registration Form Submissions
Follow these instructions to download the registration submissions for a hole sponsorship and tourney foursome as a CSV file.
- Navigate to Contact Forms in the left side panel (at the bottom).
- Click on the name of the form that you would like to download entries for.
- Click on Export CSV to download the registration submissions.
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.
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
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 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
- 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/
- 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/
- 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/
- 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
- 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.
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.
Raw HTML & JS elements allow you to add embed codes to your website.
Sponsor grid allows you to show your sponsors in a grid format. NOTE: you need to have sponsors taxonomy set up to use this. If you do not know how to do that follow these steps
- Click “+ Elements” and “Sponsor Grid”.
- Click the pencil button to edit.
- You can choose how the individual sponsors are displayed through:
- turn/off "show logo"
- image size
- turn on/off "show title text"
- turn on/off "show item excerpt"
- To add a Table, click “+ Elements” and “TablePress”.
- Click the pencil button to edit.
- Under “Table”, add the name of the table you created before in Tablepress that you wish to use. To learn how to create a table go to the “adding TablePress” section
The Widget Area element lets you add any widget element anywhere on the page. Widgets can be found under Appearance -> Widgets. Often this is where your footer content and sidebars are if you have them.
- Click “+ Elements” then “Widget Area”.
- Click the pen button to edit.
- In the dropdown select the sidebar you wish to use
Other Admin Functionality
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.
Basic Contact Forms with Contact Form 7
Tables with Tablepress
TablePress allows you to add and manage your tables
- Click "TablePress" in the left sidebar and then “Add New”
- To create a Table we suggest you follow this video: https://www.youtube.com/watch?v=SyrcfqQcHFo
- 0:00 - 1:00 - An intro to TablePress
- 1:30 - 6:00 - Adding a Table in Tablepress
- In this video they wanted the rows/columns to have links to the pages which is why they used the link URL
- You can just add regular text if you wish
- 6:00 - 7:30 - Adding the Table into a Page
- For this part, we use Page Builder so do not follow it. Reference the steps below to do this (starting at step 2)
- 7:30 - 9:00 - Editing a Table that was already made
- When inserting links, you can select an existing page or manually enter a URL.
- 9:00 - 10:00 - Wrap up - you do not need to watch this part
Managing 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)
- 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)