WordPress Instructions

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Login

Generally the administrative login for a WordPress site will be http://www.myDomainName/wp-login.php On that page, you’ll have to enter a username and password. Logging in as the administrator will give you permissions to do anything to the site (change look, add plug-ins, etc.)

Dashboard

The Dashboard is the first thing you see after you login. The links along the left side are used to move around the administrative area. Links near the top will take you to the live site. Recommendation: open the Dashboard in one tab and the live site in a second tab for easier switching back and forth.

Image Links

When uploading an image, you can set what link the user will be taken to when clicking on the image. This is the Link URL field. Usually this will default to the image itself. Sometimes it does not. To make sure the image will link to itself, click the ‘File URL’ button underneath the input box for the Link URL. This will assign the Link URL to the URL of the image, so when the image is clicked on, the browser will go to the image.

Updating a page that already exists

  • On the Dashboard page, click on the Pages link on the left side of the page. You’ll see a list of pages there.
  • Click on the Edit link under the page you want to edit.
  • Tip: If you are not the Author of the page, you might want to check with that person before changing the page.
  • Edit the text in the box like you would a Word file – select text and then click on the B to make it bold for example.
  • You can choose to use the Visual or HTML editor mode. Visual is recommended for most users.
  • Tip: last button on the right of the single line of icons, click on that to see the second row of buttons.
  • See the attached sheet for a quick primer on the controls available.
  • Click on Update Page to save your changes to the web site.


Creating a new page

  • Click on the Pages link on the left side of the page.
  • Click on Add New under Pages to get a blank page ready for new information or use the New Page option that appears under the arrow in the gray bubble near the top of the page.
  • Enter a page title.
  • Tip: keep these short and use words people are likely to type in on Google.
  • Enter the text for the page. You can copy and paste from other programs like Word, but formatting won’t come across perfectly.
  • Set the Parent for your page – does your page go under one of the other pages?
  • Keep the Default Template so your page will match others on the site.
  • Note: some themes support page templates and some don’t. If supported, you’ll see a Template option under Attributes.
  • Set an Order for your page, what order is it in the list of links?
  • Check the Page Author and select yourself.
  • Scroll way down and enter a Title, Description and keywords for your page in the All In One SEO Pack at the bottom of the page.
  • Click Update Page to save your changes.


Uploading media (pictures and PDF files)

  • Click on the Upload link in the gray bubble at the top of the page or click on Add New under Media on the left side of the page.
  • Note: you can also insert a URL to an image that’s on a web site already.
  • Click on Select Files button to select the file to put online.
  • Tip: Make sure your image has been cropped and saved at about 72 to 150 dpi in JPG or PNG format before uploading it. Convert Word or Excel files to PDFs first.
  • Tip: Wait for the file to completely upload before clicking on anything else.
  • After uploading, enter a TITLE and Description, Caption is optional (it shows on the page).
  • Click on Save all changes to finish the upload.
  • You’ll see your image in the Media Library.
  • Note: For YouTube  videos use the URL, not the embed code code.


Using media and pictures on your page

  • While editing your page (new or existing), click where you want your image or file to appear in the page.
  • Click on the Add Media “flower” next to Upload/Insert.
  • Click on the Media Library tab, click on Show next to the image or file you want to insert.
  • Complete the Title, Caption, Description and if you want the image to be a link to another site, enter a URL in the Link URL box
  • Tip: be sure to include the http:// in the address here.
  • Tip: if you are making a link to a PDF, click on the File URL button to auto-fill in the link to your PDF file.
  • Click on Insert into Post (even if it’s a Page, the language on the button is just wrong).
  • To insert audio or video into a page using code:
    or [youtube=http://whatever]
    these will insert a player in WordPress.


Posting

  • On the left side of the page, click on Posts and Add New to add a new blog post to the site.
  • posts are more time sensitive while pages are expected to be less dynamic.
  • Tip: it is possible to password protect individual posts.
  • For any links you want to make, you can set the URL, target (how it opens) and css class.
  • You can set a category and set tags (for tag clouds) for each post.
  • You can remove the default category and replace it with your own default (just create the new category first, set it as the default in the Settings area and then delete the category you don’t want).
  • Clicking within a post and then clicking on the MORE button breaks the post into two parts with a More..between them.


Home Page

  • You can select what shows on the home page – can select a single page you created or to show the latest blog posts by changing the “Front page displays” at /wp-admin/options-reading.php.
  • Under the Settings menu, you can set the number of posts to show on a page.
  • Comment moderation is recommended.
  • Note that to change the title and description for the home page, you have to do it from Settings -> All in One SEO Pack, not from the Pages -> Edit for the page.


General Information

  • You can have archives by author, for multiple user blogs.
  • Contributor: can add blog posts, but can’t approve or publish (must be approved by admin or editor).
  • Author: can create content, but can’t publish, approve others or create pages.
  • Editor: can create content, create pages, can publish and approve others, can’t change look of the site (themes or plug-ins).
  • Administrator: can do all Editor can do, plus can alter themes, plug-ins, widgets, set up users, etc..
  • Widgets are a bit odd – if you have a theme with 5 widgets built into it, if you add a new widget to that theme, you have to go in and select all the 5 widgets already built in, plus the new one.
  • The Contact form 7 plugin- to add to a page…go to Tools, copy/paste the include code (within brackets) onto the page you want the form to appear on.
  • You can edit css on themes.
  • Setting a page to “no-show = 1” will allow you to set up that page and have a link to it from another page, without forcing it to show inside the main navigation.
  • Pretty URL’s can be achieved by going into “Settings” and clicking on “Permalinks”. In that window, choose the radio button called “Day and Name”.
  • To set the website TRUE home page to the “Home” link, vs. the Blog home page, go to “Settings” and click on “Reading”. In that window, choose the radio button called “A Static page”…then in the drop down beneath there, pick the page you wish to be the true home page. (that page must exist before you can do this step).


How to edit Home Page Display Boxes

  • In WP dashboard select Display Boxes from Settings section in right hand column.
  • An editing window will open that allows edits to title, content and image.
  • Box 1 is the middle box of home page. Box 2 is to the right of box 1.
  • Edit as needed and save when done.
  • Recommended maximum image size 150px x 150px

Header colors

  • h1-h2 are blue
  • h3 is white
  • h4-h6 are black

Hexademical colors

  • Blue is ##91ac10
  • Light Green is ##005DAB

Learn more about WordPress

  • http://wordpresstraining.com/training-index (free WordPress training videos and blog tutorials).
  • http://codex.wordpress.org/WordPress_Lessons (good information under the Designing Your WordPress Site heading).