- I normally suggest having two or three windows open when I work in an admin: the admin, the public website, and the documentation. You might also want to have open the old admin so you can compare.
- Review my general WordPress documentation, specifically the Editing section, prior to reviewing your specific documentation below.
- In admin menu at left, Posts (not used), Media and Pages are the standard WordPress post types, and Shows, News, and Lodging are custom posts specific to your site. From previous admin, Press Release Weeks have been combined with Shows.
- Posts are specifically for blog posts; you do not currently use these. I have disabled Comments sitewide.
- Other areas of interest are Appearance > Widgets and Appearance > Menus. BE CAREFUL. When in doubt, back out.
- Active/inactive is no longer necessary; WordPress uses draft/published.
- Most lists and detailed pages have a “Screen Options” tab, upper right, which allow showing or hiding various functionality on each screen. List pages default to show 20 per page; you can set a larger number to show.
Page Functionality—How Built and Managed
Pages (standard)—updated each year, old info removed and not retained, replaced with new; sidebar with images or more.
- Prize List
- Health Docs
- Schedule (contains Shows/Schedule shortcode with year)
Pages (standard)—archived each year:
- Champions—copy yearly content to new page and update. See detailed instructions below.
Specialized Pages created partially or fully with special post type and widget content:
- Results—automated Shows content and subnav; Sidebar image that can be changed within the Show > Show Years page for that year
- Lodging—automated Lodging content; Sidebar with 4 highlighted images/links; small amount of editable content in Lodging Page.
- Press releases—automated from News content and selected writer and show
- News—fully automated Archive page including Subnav
- Home—constructed from sidebars/widgets and/or automated content: automated slider pulling latest 5 press releases, text widget with schedule needing yearly update, images widgets with sponsors
- Styling refers to layout and formatting. Most styling is predefined globally.
- You and your writers have limited ability to format text, but likely they just copy it in fully written (often with excessive formatting). You don’t always have a true WYSIWYG in the admin.
- Some pages are full-width and some have sidebars (rather than the two column approach of the existing site). The prize, contact, and lodging pages warranted a special style to make the columns closer in size. If you want any other pages adjusted, let me know.
- URLs are called permalinks and are located immediately below the title on individual pages, posts or news.
- URLs from existing site pages have been redirected. Any URLs that have changed have been or should be redirected. Don’t change any of the permalinks unless there is a reason; discuss with me.
- Press releases will create their own URL, exactly as title upon save. It can be modified with additional rich keywords or simplified by clicking Edit, OK, Update, but not generally necessary.
Media (images and PDFs)
- The Media library/gallery houses all types of media.
- All Press Release images from the old site exist on the server but not in the media gallery. If you need access to change any of these, connect with me. This keeps the media gallery much cleaner for your convenience going forward.
- If each year you upload new Entry forms, you would upload them to the Media gallery, then open the Prize list page and re-link each.
- As images are uploaded, they are saved to pre-set sizes in addition to the original. Three sizes of images are stored for general use within the pages: 216, 350 and 500 pixels. These are governed by the larger dimension, i.e. the shape will not be forced. Two sizes of featured image are stored for News: 350 x 200 and 875 x 500. These are governed by the smaller dimension, i.e. the shape WILL be forced by cropping.
- Basic editing can be done as needed; see instructions on my website.
- Images can be placed anywhere within pages if desired (i.e. bottom of Champions) as well as within Sidebar Widgets.
- Show Years is a special case where a Featured Image is selected.
- When images are linked to external websites, Click the Advanced options and open link in a new tab. The title attributes (words that show when hovering over an image) can be entered/found here, also.
- I suggest you use minimal formatting in your document to be copied. Then format text within the editor.
- Coloring the font is likely the only additional formatting that is needed.
- Copy and paste your doc into new page.
- Make paragraph headings into H2, H3, H4, or H5 per above from Paragraph dropdown as desired. Any sub-headings inserted will help optimization.
- See my documentation for links, within Posts. Copy here if desired.
Page updates or New (more on new Press Releases below)
- Click Pages, choose page you want to update and click the title or edit. Quick edit can also come in handy for certain actions.
- For most editing, everything within the Screen Options can be unchecked except Revisions.
- The Content field (and any other custom content fields) have a Visual and Text tab. You may view source code within the Text tab. It is good to become familiar with the HTML, and in some cases it can be helpful to edit in the Text tab.
- Use caution on pages such as Schedule that has layout code specified in the html and Prize that has links not needing change even when text is updated.
- Use the “preserve formatting” technique of modifying content from the middle to the edges. This means in any one line, place cursor in the middle, type new text, then carefully delete the old text after and before the new text. Undo as needed.
- You may create new pages as desired, however, the main Navigation is “full.” We would want to discuss how to add.
Schedule Page typical format. (View Text tab to see source code format and troubleshoot.)
- Change the year in the title.
- Change the year in the second line of content shortcode.
- Update cells as needed.
- If you need to add a class: in Visual tab, use “Shift Enter” within a line to break into two lines without messing up format. Then within the next line, place cursor, add class, highlight, make bold. See bullet above for “preserve formatting.”
Contemplate whether the Show list should also include links making it more like the results page and potentially removing need for Exhibitor tab.
Champions and Open Jumper pages do need to be created and archived each year. For these pages:
- For each, copy the most recent page content, click Add New and paste. Delete content in last three columns.
- Type or copy title, updating the year.
- Expand the Screen Options and check Page Attributes. Select “Champions” as parent under Page Attributes. Feel free to turn off Page Attributes now if you are only making one new page at the moment (or make the other new first).
- Update link in opening paragraph to new Open Jumper page when available.
- Update the new page as the show progresses.
- Change picture at bottom, large or featured size, centered.
- Update Subnav menu for Champions, instructions below.
- The main nav does not need to be updated; it will redirect to latest year.
- Select appropriate menu to edit. You have one main menu and one archive menu for Champions. Ignore the third.
- Note: the main menu is FULL with existing pages. Any additional items will cause it to flow onto two lines. Connect with me first if changes are needed.
- During the parts of the year that you do not want to show Exhibitor, Spectator, and Officials, just expand them and click remove.
- You can add them back in by selecting in the left column. Expand Pages, new will appear first in most recent, or view all, select page to add, add to menu. It will appear at bottom of menu in right column. Drag up to desired position being careful not to indent. Expand it and Add Title Attribute (the description when you hover over the nav link, often the exact same as the Nav title).
- Archive menu for Champions: select it at top. Select newly created archive page from left, add to menu. Drag to top.
- We discussed that new Open Jumper pages can be linked from the corresponding Champions page and would not otherwise need a subnav menu.
Widgets / Sidebars
Appearance > Widgets
Read the general definition/distinction of widgets and sidebars on my documentation page, only one paragraph.
- Your site is not used for blogging, so the Primary sidebar is not used.
- Widgets are MOSTLY used for the images accompanying pages in the sidebars, some text. Generally select the small/thumbnail size.
- Pages with wider sidebars can use medium or large images in the sidebar.
- Lodging images–within Advanced Options, open a new tab/window to an external link and add title attribute so hover shows property name. Contemplate the up-sell opportunities that title attribute or caption could offer.
- Recognize that the entire sidebar flows under the main column on mobile, so consider content placement. (That is why I rearranged the prize list page.) A full width page with floated content/images is an alternative.
- “Sidebars” feed the home page, too. The Front Page 1 Text widget will need attention yearly. The Front Page 7 widget is where sponsor images are added/managed. Expand the Front Page 7 sidebar to see the instructions.
- Widgets can be saved near the very bottom in the Inactive Widgets area by dragging them there. BE CAREFUL, as dragging and letting go can completely lose a widget. I suggest keeping a copy of those that contain text after created.
- The previous admins for Shows and Press Release Weeks have been combined and feed all related functionality. As you set up Shows each year, add the two extra entries for Press before and after the circuit.
- The shortcode at the top of Schedule pulls from this content.
- The Results pages are created automatically from the info you put in the Shows admin.
- The first entry you create for the next year will create the Results page, rather than when the first GUID is entered.
- Yearly, add new Show Year. Default Featured Image exists but can be replaced with new choice. You may also want to change this at the end of the year to reflect best in show.
- Click Shows, Add New.
- Insert the week code per examples shown.
- Select the week number. For actual weeks, the dates and GUID fields will then appear.
- Paste the name of the Show. I suggest you use the same name as currently used so they display similarly on Schedule and Results.
Also yearly, update year and dates in Front Page 1 Sidebar Text widget.
News & Press Releases Details
- Each writer will have their own login at the “author” level. Without extra effort on my part, their login will allow them a broader access than they need, but if they stick to adding News, there should not be any problem.
- Authors can view all show and news functionality but only edit those that they write. (Editors, if needed, can edit other authors’ work.)
- New Press Releases will automatically default to themselves as authors. Admins and editors are able to change authors if ever needed.*
- Writers no longer have to pre-size the images, although not relying on a huge image will result in better quality smaller images. Best to have photographers downsize to web versions of 2 or 3 meg max before the press writers upload them.
- If the images are not the correct aspect ratio of 1.75 (horizontal dimension divided by vertical dimension), the images will be cropped. It is o.k. to rely on this functionality, again, to save steps, but understand that edges may be missing.
- Original images can be edited in the Media Library if different cropping is desired. Review the steps on my website, https://www.madriverweb.com/client-pages/wordpress-basic-documentation/#images.
- Encourage writers to check their work on various pages of the site (home slider, news, press release) and on multiple device sizes; there have recently been a lot of long titles and excerpts that cover a lot of the image.
- I hid the excerpt/brief on mobile to show more of the image.
- Yearly, add new News Year, just the Name.
- Click News, and Add New. (The Screen Options for this screen are pre-set.)
- Type or paste Title.
- Type or paste main content in next field, starting with East Dorset, VT if desired.
- Select show from dropdown.
- Paste Brief which will show on home page slider only.
- Paste Caption.
- (Author is pre-selected.)
- In right column click Featured Image. Select the Upload Files or Media Library tab. The image can be uploaded while writing the press release or in advance within the Media library/gallery.
- Publish, upper right.
- Review live pages (home, news, press) on multiple devices.
- Click Add New, enter lodging property name
- Add Link (will automatically open new tab from public page)
- Add Phone number
- If not active, save as Draft or Edit Status back to Draft
- Lodging properties in the list can be reordered by Order number in right column of individual page or drag and drop within the list. We observed that you have to hit Apply to save the dragged order.
- Multiple lodging properties can be checked in list and bulk edited back to draft status at end of year awaiting new contract.
- Lodging Page images — see Widgets above.
*I created two general users due to past press releases having been written by Ruth (VSF) and Jump Media people no longer on staff (Jump Media LLC) and assigned those old press releases to these general authors.
- When adding a user, use protocol first initial last name for username and nickname. Add First and Last Name, Email, Company Website, then scroll down and add Company and Phone.
- Assign press writers as Author.
Theme SEO settings can be turned on in detailed Pages in Screen Options, upper right. Additional optimization can be done by overriding Document Title and/or adding/changing Description and Keywords. Optional, and I have not focused on this added effort because your site has a large body of content, and most of the titles are keyword-rich.
- Title tag – This is what appears in the very top blue bar in the browser. Title first, followed by business name. Observe the naturally created title (which is usually pretty good) before overriding.
- Description – As genuine as it can be, complementing the Title.
- Keywords – choose words people might search for from the page content that are not in the title or description. Don’t go overboard; these are not as important anymore, so just put the important missing words matching the particular page’s content.
Lastly, I always stress, thoroughly check your work. It’s easy for the best of us to miss something.