Editing a website using WordPress can prove to be a very confusing if not a daunting task. Due to more and more of our clients requesting websites that they can edit themselves, we decided to create a WordPress Guide for our clients to refer to when they're getting started.
There are two main ways of publishing content:
PAGES: These tend to contain more Static - less frequently changed - types of content - [ For example an annual list of Competitions.]
POSTS: Diary or short article types of content - [ For example - The Results of each competition - adding a new Post for each. ]
Before getting started... it is good practice to keep all the files to be used in one folder on your PC - Such as My Documents - Web Site - so that everything is in one place. It's is also good practice to name images and documents all in lowercase and using hyphens - or underscores _ instead of spaces. i.e. "Joey's Wedding.JPG" becomes "joeys-wedding.jpg". Give everything a unique and meaningful name not only will this help in the indexing of the site with search engines but will make searching for items simpler in the future.
Below is a list of links to the areas we'll cover to save you having to sift through lots of text to find just one piece of information, although we do recommend reading through if you are completely new to WordPress. The possibilities of using WordPress are pretty vast, however we've tried to condense everything into just explaining the most used features.
If there is anything we haven't included that you would like to know regarding editing with WordPress, or perhaps a section you find hard to understand, please do let us know either by phone: 01671 830 541, or by email: email@example.com and we'll edit this document following your requests.
To log in you type the URL (web address) that we sent you - usually a click-able link in an email. It's worth bookmarking/adding this page to your favourites on your browser to save you having to remember the URL or finding the email each time you'd like to access the page. The URL is usually the domain of your website followed by '/wp-admin', e.g. www.example.com/wp-admin
Once you have typed in the relevant URL, you should see your log in screen to type in your username and password:
Once you have logged in you will see your main administration screen, otherwise known as your 'DashBoard':
The House Icon and "Dashboard" at the top-left corner confirm that you are on the main administration screen, and you can also see the name of your site on the black bar above, which if you hover over you have the option to view your website.
On the top-right corner of the screen, on the black bar you’ll see your log in name, and below that, there is a “Screen Options” button. Screen Options is there for you to customize your Dashboard into how you want it to look and to display only the information you want or need. If you click “Screen Options” you’ll see it is an expandable and collapsible menu that presents you with options of what is showing on your dashboard in a tick box format. All the boxes correspond with a widget on the Dashboard. If you un-tick any of the boxes, the corresponding section will be hidden, but don’t worry – they are not deleted - if you change your mind you can re-tick any of the boxes to show any of the widgets on the Dashboard.
Within Screen Options you can also choose how many columns you view you Dashboard in. Don’t be scared to play around with any of these settings, because you always have the option to change things back to the way they were.
If you choose to display everything on the Dashboard, it can look a little daunting at first however the following image breaks down what each section is:
Each section on the Dashboard (everything listed above apart from #1-3) is called a ‘Widget’. If you choose to have many widgets displaying on your Dashboard, you can minimize/maximize them by clicking the top of the box – this can help de-clutter the Dashboard. You can also drag & drop the widgets around the Dashboard to change the order in which they appear.
Most users will normally only use the 'Media' and 'Pages' links. It’s definitely worth taking the time to navigate through all the different menus and links before adding and editing content. Without familiarising yourself with the main layout and navigation of WordPress, it may make things appear much more confusing than they need to be.
Uploading an image/video/file:
Hover over 'Media' on the sidebar menu and click 'Add New'.
Either drag and drop your chosen files within the dotted rectangle, OR click the ‘Select Files’ button and select your image from where it is stored on your computer.
Once the file is downloaded you’ll notice a box appear below. Fill in the ‘title’ box - if it's an image file, fill the the ‘alternate text’ box too. Alternate Text is a more descriptive version of the title, but note that this isn’t the same thing as a caption. Click the ‘Save all changes’ button at the bottom of the page.
You will then see your image listed in your Media Library. If you want to upload more you can click on ‘Add New’ next to the Media Library page title at the top and go back to Step II.
The boxed-area (highlighted in yellow above) is the main text box where you type your main body of content for the page. The two tabs on the right of this text box are called "Visual" and "HTML". Make sure the Visual tab is selected, unless you intend to go into the HTML code. Just above where you type, you’ll see a toolbar with different options for editing your text:
To preview any changes and/or additions you've made to your page, on the right of the page you'll notice a 'Preview' button. If you click this, a preview of your page will appear in a new tab/window in your browser. If you're happy with the changes, you can go back to the previous tab and select the blue 'Publish' button which will then make your page go live, i.e. online where everyone can see.
Navigate to the page you want to edit: Select 'Pages' from the Sidebar Menu and then select the particular page from the list you can see.
A window will open with 4 tabs across the top: "From Computer", "From URL", "Gallery" and "Media Library" - if you haven't used any images yet, then the Gallery option won't appear. If you haven't uploaded any media yet, then you'll have to choose between "From Computer" or "From URL". For whichever option you choose, make sure the file has a 'title' and remember to fill in the 'alternate text' box for accessibility reasons. Also, next to ‘Link URL’ click ‘None' IF the file is an image, otherwise leave the link as is.
To preview any changes made before publishing you page, click the ‘Preview’ button at the top-right of the page (under screen options and username). The preview should open up in a new tab on your browser. If not happy with how it is appearing, hover your cursor over the image/file and click on the Edit Image icon (top left), and alter the settings until you are happy.
Once happy with your edit, select the blue ‘publish’ button on the right. Now everyone can see your changes.
When you publish a page it means that it goes online and everyone is able to view it. Every time you make any changes to your page (no matter how big or small) you should always preview before publishing. If you don’t publish after making changes, nobody will be able to view your changes.
Sometimes you may want to link though to a pre-prepared document -such as a PDF or Word Document.
In general PDF is the better option as this will be readable by the majority of users.
Posts are entries made to a blog that display in chronological order. To create a new post:
Categories are used to organise all of your Posts into groups with specific subject areas. Having Categories is a quick way to inform readers what a post is about, as well as making it easier for users to find content that they want to read about and find all related posts under a particular topic. Every post you create is associated to one or more Categories. You can assign multiple Categories to cross-reference your posts.
You are also able to create hierarchies amongst your Categories by assigning a Parent or Child status to them. For example, you could have a Parent Category called "Cooking Recipes" and there could be several Child Categories attached such as "Vegetarian Dishes", "Seafood Dishes", "Starters", "Desserts" etc. So if a user wanted to view ALL recipes, they would select the Parent Category "Cooking Recipes", however if a reader was a vegetarian they would be more likely to select the Child Category "Vegetarian Dishes" to filter out all of the other non-vegetarian recipes.
We recommend that you resize the images you want to use to a specific uniformed size before uploading to the Media Library. If you upload pictures that are very large, this can result in your page taking ages to load.
At the top-right of your screen (on the black bar) you'll see the text "Howdy, (username)". If you hover over that text, you'll see a drop down menu. Select 'Log Out'.