Owner’s Manual

Table of Contents

Last Updated: August 23rd, 2021

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://allchildrenreading.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

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.

Editing Images

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.

For more information, please see the Edit Media page of WordPress’s documentation.

Managing Content

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.

Tagging Content

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.

News Articles

News allows you to manage and edit your news and blog content. Click News in the left sidebar of your dashboard and then Add New to create a new news article.

First, add a title for the article. This will be the main title of your post and will be used to generate a link to the content. Then, add your main body content using 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.

Under "News Outlet" add the news outlet that represents the article. Then make sure to select any categories/taxonomies that apply to the post, especially news category. Finally, upload a featured image - the featured image is the graphic that is used when the post is shared on social channels and in filterable lists throughout the site. The ideal image size is 1200px wide and 630px tall. The minimum size for the image to appear correctly in content feeds is 262px wide and 262px tall.

Adding A Source

If you do not want to host the content on your site, and instead would prefer that users arrive at the original article, you can add the source article URL to the External Link field. Your custom featured image, excerpt, and title will still appear in filterable lists throughout the site.

Review the descriptions of any other fields to enhance your content.

Publishing A News Article

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.

Sponsors

Sponsors is your Partner's content type. Unlike other content types, partners do not automatically live on their own page. Once you create a group of partners, you must use Swift Page Builder to place a sponsor grid on a page. Click Partners in the left sidebar of your dashboard and then Add New to create a new partner.

First, add the name of the partner to the title field. If you would like to include a description of case study for this partner, 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 under "Partner Categories" and "Competitions".

Publishing A Partner Grid

When you are ready to publish your content, you can click the blue Publish button. Publishing a partner will make the logo visible in any grid on the site that relates to your designated category.

Events

Events allow you to manage and edit your events. Click Events in the left sidebar of your dashboard and then Add New to create a new event.

First, add an event title. This will be the main title of your event and will be used to generate a link to the content. Then, add your main body content describing the event using 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. Then, select any categories/taxonomies that apply to the event. If you have registration link that you want to add to the single event page add the link under "registration URL". To control your related content select the resources that you wish to attach to the event. (Up to 3 will display). Add your short description under "excerpt". Lastly, upload a featured image. The featured image is the graphic that is used when the post is shared on social channels and in filterable lists throughout the site. The ideal image size is 1200px wide and 630px tall. The minimum size for the image to appear correctly in content feeds is 262px wide and 262px tall.

In the right hand column choose: 

  • event type > upcoming 
  • categories > upcoming webinar or conference 
  • expires > choose date/time you want event to be removed from website 

For past webinars only: 

Once the date has passed, change the following in the right hand column: 

  • event type > past 
  • categories > past webinar 
  • Action > move to drafts 

In main column of page: 

  • In webinar button url: add the url to the recording (youtube) 
  • In webinar button label type: Watch this webinar 
Scheduling Your Event

Scroll down to find the Scheduling Options section that allows you to add a start date, end date, start time, end time, location, and timezone. Using these options allows past events to be removed from any upcoming events feeds on your site automatically. If you would prefer that past events are removed from your site completely after the ever, you can schedule an expiration date under Publishing Options.

Review the descriptions of any other fields to enhance your content.

Publishing An Event

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.

Resources

Resources allow you to manage and edit your infographics, reports, and more. Click Resources in the left sidebar of your dashboard and then Add New to create a new blog post.

First, add a title. This will be the main title of your resource and will be used to generate a link to the content. Then, add your main body content using the WYSIWYG (What You See Is What You Get) editor. This can be the full resource content or an abridged version. For more information about the WYSIWYG, check out this in-depth breakdown of the WordPress WYSIWYG.

Select all your taxonomies and categories that apply to this resource. Make sure to select the parent category (example: "Solutions, Research, Resources, etc") as well as the specific resource type (example: "Tool Kit, Ebook, etc").

If you want this resource to externally link to another resource add the URL link under "External Link". If you aren't linking externally you can add a resource file to appear on your individual resource's page for a user to download. Add your short description under "excerpt". Finally, upload a featured image - the featured image is the graphic that is used when the resource is shared on social channels and in filterable lists throughout the site. The ideal image size is 1200px wide and 630px tall. The minimum size for the image to appear correctly in content feeds is 262px wide and 262px tall.

Upload a Downloadable PDF

You can upload a PDF or other media along with custom button text. This is specific to the resource content type and can be managed in the "Resource Meta" section. The button will appear toward the top of the resource and will force download when clicked.

Review the descriptions of any other fields to enhance your content.

Publishing A Resource

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.

Innovators

Innovators allow you to manage and edit your innovators. Click Innovators in the left sidebar of your dashboard and then Add New to create a new innovator.

First, add a title for the innovator. This will be the main title of your post and will be used to generate a link to the content. Then, add your main body content using 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. Make sure to select any categories/taxonomies that apply to the innovator. Add your short description under "excerpt". Finally, upload a featured image - the featured image is the graphic that is used when the post is shared on social channels and in filterable lists throughout the site. The ideal image size is 1200px wide and 630px tall. The minimum size for the image to appear correctly in content feeds is 290px wide and 360px tall.

Additional Innovators Options

To fully create your innovator profile fill out all the options under "Additional Innovators Options" such as project name, prize amount, selecting the partner that is connected to the innovator, problem statement, innovation statement, impact statement, featured innovator, etc.

Competitions

Competitions allow you to manage and edit your competitions. Click Competitions in the left sidebar of your dashboard and then Add New to create a new competition.

First, add a title for the competition. This will be the main title of your post and will be used to generate a link to the content. Then, add your main body content using 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. Make sure to select any categories/taxonomies that apply to the competition. Competitions should be tagged as either open or closed. Add a short description under "excerpt". Finally, upload a featured image - the featured image is the graphic that is used when the post is shared on social channels and in filterable lists throughout the site. The ideal image size is 1200px wide and 630px tall.

Additional Competition Options

To fully create your competition profile fill out all the options under "Additional Competition Options" such as purpose statement, challenge statement pieces, prize purse, submission deadline, competition material URL, downloadable PDF, and apply now URL if it is an open competition.

On the front end, sections below the content such as Prize Partners, Latest Research & Resources, and Latest Updates will appear when there are items tag with this competition. For an open competition, if an apply now url is provided, the prize team section will disappear.

Testimonials

Testimonials allow you to manage and edit your testimonies. Click Testimonials in the left sidebar of your dashboard and then Add New to create a new testimonial.

First, add a title. This will be the main title of your testimonial and will be used to generate a link to the content. Then, add your main body content using the WYSIWYG (What You See Is What You Get) editor. This can be the full resource content or an abridged version. For more information about the WYSIWYG, check out this in-depth breakdown of the WordPress WYSIWYG. Under additional testimonial options add the person's position, organization, ACR relation and upload a headshot image. Finally, upload a featured image - the featured image is the graphic that is used when the resource is shared on social channels and in filterable lists throughout the site. The ideal image size is 1200px wide and 630px tall.

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)
  1. 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.
  2. Focus keyword: chose the main keyword or phrase that matches the content on the page.
  3. Meta keywords: additional keywords that pertain to the page content
  4. 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.

On-page Optimization

Title Tag
  • 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
Meta Description
  • 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
Anchor Text
  • 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)

Footer Content

You can update the footer content by navigating to Widgets. "Footer Left" controls the left side of your footer. Here you can edit the Contact text under "Text" and if you need to add a new social channel contact Social Driver. "Footer Middle" controls the middle section of your footer where all your quick links are. This is a menu called "Footer Menu" that you can update under Menus. "Footer Right" controls the right side of your footer that holds your Gravity Form for your Email Signups to edit this form go to Gravity Forms. "Footer Bottom" controls the bottom section of your footer where your logo images are. To the images click on the image you wish to edit, click "edit" and upload a new one. You can also the link the image by adding a url under "link to:". Make sure 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.

Page Layouts

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.

Saving Elements

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.

Publishing Content

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.

Blank Spacers

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.

Buttons

Buttons are flexible and have several different customization options. For any media such as PDFs and images, be sure to add that to the Media Library to retrieve a URL. View functional examples at Social Driver’s page builder codex for Buttons.

Contact Forms

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.

Tutorial Agenda:

  1. 2:42 – 7:10 – creating a form
  2. 7:10 – 9:56 – basic form settings
  3. 9:56 – 11:00 – creating a dropdown field
  4. 13:33 – 14:38 – form confirmation settings
  5. 14:38 – 18:29  – form notification settings

Content Feeds

Content feeds are very powerful. They allow you to load dynamic content onto a page that can be filtered by many different facets. General options allow you to filter down the content that your visitors have the option to see. For example, if you select Posts from the Post Type dropdown, your feed will only contain blog post content. Visitors will not be able to see any other content type in that feed. View functional examples at Social Driver’s page builder codex for Content Feeds.

The Filters tab allows you to specify how your site visitors filter your content. You can choose simply keyword search or any taxonomy to display as a dropdown.

The Display tab offers different options for your content feed’s post previews. You can hide or show different content to offer the best user experience for your visitors.

Counters

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.

Dividers

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

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

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 and JavaScript

Raw HTML & JS elements allow you to add embed codes to your website.

Sponsor Grids

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:

  • columns
  • turn/off “show logo”
  • image size
  • turn on/off “show title text”
  • turn on/off “show item excerpt”

Video Players

YouTube and Vimeo content can be embedded into your site by simply copying the URL that you find in your browser window when viewing the video and placing into the video player page builder element.