1 Introduction. Table of Contents. Manual for

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1 Manual for Table of Contents 1Introduction...1 2Log in...2 3Users...2 4What is the difference between pages and posts?...2 5Adding Images to the Media Library...2 6Adding Text to Pages...4 7Difference between the home page and other pages...6 8Adding Text to Posts...7 9Adding Images to Pages and Posts Updating your plugins Adding new pages and posts and adding them to the menu woocommerce...21 Adding, changing or deleting a product...21 Setting up variations for your product...24 Working with orders Working with Mailpoet...27 Subscribers...28 Newsletters Contact form entries Introduction Your website is a website build using WordPress with the Bemoore Twitter Bootstrap theme. WordPress provides you with a framework on which to build a website. It allows for a modular combination of pre-coded plugins and custom code to build a website that is fully flexible, responsive (i.e. that can be used on phones/tablets and is mobile-friendly) and gives both developer and user great freedom in choosing the functions, features and styling of the website. Every website has its own unique combination of plugins and adaptive code to give the customer exactly what they are looking for. The biggest advantage of a modular website is that features can easily be added and taken away at any stage. Your website will never get stuck in time or need a major revamp. With simple solutions the site can be maintained and kept up to date. 2

2 2 Log in The login url for your website is : Username and password have been ed to you. 3 Users If you go to the User section, you can select your User to edit any details like your password. 4 What is the difference between pages and posts? Pages: Pages are like a Word document. They are a full page of text with pictures and video. Pages are often static (i.e. they don't change very often), new content is added above existing content. Pages cannot be archived or ed. Example of pages on your site: About, Recomended Books, Blog roll,... Posts: Posts are a more dynamic type of document. Every post is a stand-alone document. It will display information like the author and the date the post was written. Posts are divided into post-categories. The categories are displayed in groups. You can archive posts. Posts can be ed to subscribers. Examples of posts on your site: blog, news, recycling ideas, recipes,... The different post categories on you site have been styled to look different. 5 Adding Images to the Media Library In your website all images are stored in your Media Library. Any images you want to use in your website must first be downloaded to your Media Library. The Media Library holds: Images 3

3 PDFs Video files Audio files Image maps All these file types are downloaded in the same way. It is good practice to download all images to the Media Library before you use them for pages / posts and products. 1. In your dashboard, go to Media 2. Click Add New 3. You can now select media files from your computer. (If you have the images on your desktop, you can drag and drop them. 4. Make sure all your images have been named. 4

4 6 Adding Text to Pages. In the dashboard, Click Pages All Pages Scroll down to find the page you want to edit and open it. You can also use the Search function in the right hand corner if you know the name of the page you are looking for. Position your cursor at the top of the page. You can now type any text on the page (like a normal word processor). Choose fonts, font sizes and colours. Make sure you are in the Visual Editor, not in the Text Editor. If you cannot see all the options for fonts, sizes etc. look for the toggle bar to switch on the options (This is called The Kitchen Sink.) You can add pictures and video to the page (See Add Media to Pages and Posts.) When you are finished Click Update. (If you don't click Update, your work will not be saved.) Click View Page to see your work. If you want to go back and change anything, click Edit Page. 5

5 If you are not happy with your changes and you want to go back to the page as it was before, you can go back and restore previous versions of your page using the Revisions function. You will find this in the top right hand corner. When you click Browse, you will see a bar that chronologically lists the last revisions of your page. Choose your revision and click Restore This Revision N.B. Don't forget to click Update every time you change a page. Adding a link to a page: It is very easy to turn any text or image into a link. You can link to pages on your own site, or you can link to pages in other sites. On the dashboard go to Pages and choose the page you want to add a link too. Highlight the word or the image you want to turn into a link. Click the Link icon in the tool bar. 6

6 If you want to link to a page on another site, add the URL to the box. If you want to link to a page in your own site, find and select the page. Click Add Link. You have now successfully added a link. Click View Page to see your work. 7 Difference between the home page and other pages The home page ( front page) is not a real page as such. It is a collection of widgets. This gives your developer the option to make the home page look drastically different from the other pages in your site. This means you have to work different if you want to alter any of the content in your homepage. In your site the front page exists out of a shop widget and a sidebar with several widgets. 7

7 Widgets can be controlled from the widget section of your site. 8 Adding Text to Posts For the most part there is no difference between editing Posts or Pages. The main difference is that it is really important to Categorise posts. This is important because the category will determine which page the post will be displayed on. If you want to be able to your posts to customers, it is the category that will determine which posts will be ed. In your website are several categories: news, blog, recycling ideas, recipes,... You can easily set up new categories. You will find instructions at the end of this chapter. On the dashboard, click Posts Add New Post. Position your cursor on the top of the page. You can now type any text on the page (Like a normal word processor). Choose fonts, font sizes and colours. You can add pictures and video to the posts (See Add Media to Pages and Posts.) N.B. Pick the right category for your post! This is very important. Double check your post and the category it is in. 8

8 Click Publish. If you do not click Publish your work will not be saved. As soon as you click Publish, your post will be ed to the subscribers that are subscribed to the mailing list the post is attached to. Adding New Post Categories: On the dashboard, click Posts Categories. Name: Name your category. Slug: Same name as your category but replace any spaces with a hyphen (i.e. ' - '.) The Slug is what the search engine looks for. Click Add New Category. You have now successfully added a new category. 9 Adding Images to Pages and Posts You can add pictures to your posts and pages. To do so, first upload the pictures you want to use to the Media Library. (See Uploading Images to the Media Library.) Adding Images to Pages You can add single images or you can add an Image Gallery. If you have only 1 or 2 images, it is best to upload them as single images. If you have more images, it is better to use the gallery as it puts the images in a nicely lined up grid. Adding a Single Image: Go to the page where you want to add the images. Position your cursor in the place where you want the images to appear. 9

9 Click Add Media. This will bring you to the Media Library. Select the image you want to add and click Insert Into Page. Your image will now appear on your page. After adding the image to your page or post, you can resize it by clicking on it and then dragging the corners to make it smaller or bigger. Don t forget to Update your page! Adding an Image Gallery: If you want to add a few images to your page you can use a Media Library Gallery Go to the page where you want to add the images. Position your cursor in the place where you want the images to appear. Click Add Media. This will bring you to the Media Library. Click Create a New Gallery. Select the images you want in your gallery. Click Create Gallery 10

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11 7. On the next page you can set the number of columns you want for your gallery. 8. You can also re-order the images and add captions. You can also go back and add more images. When you are happy with your gallery, click Insert Gallery. 9. N.B. Do not forget to Update your page. Adding Images to Posts You add images to posts in exactly the same way as adding images to pages but for posts you have the additional option of adding a Featured Image. A Featured Image is a image that is slotted in at the top left side of your post. They always appear at the same place and always have the same size. The featured image makes your post look really nice. It is a must! 12

12 5. In your post scroll down to Featured Image Click Featured Image. Select your image. Click Add Featured Image. Click Publish to save your post. 10 Updating your plugins Your website consists of core files, theme files, and plugins. Core files, theme files and plugins need regular updating. Why update your plugins : 13

13 The 3 main reasons to update your plugins are: - Increase security - Fix bugs - Add features and functionality Increase security Updates to WordPress core, plugins, and themes often increase security by patching vulnerabilities and strengthening against attacks. To reduce the risk of your site being hacked or compromised in some other way, update! Hackers and other malicious parties watch plugin release notes. As soon as they learn of a vulnerability, they start exploiting it. So, you need to update as soon as possible to reduce the time that your site is vulnerable. Fix bugs Updates to WordPress core, plugins, and themes often fix bugs that were discovered in previous versions. To get the fixed version, update! Add features and functionality Updates to WordPress core, plugins, and themes often add new features and functionality. To take advantage of them, update! How to update plugins: You should check your plugins every time you login to your site. If you do not log in regularly for other reasons, you should still check your plugins at least every second week. 1. When you open your dashboard, you will see home in the left hand top corner of the screen. If there are plugins in need of updating, a little red circle will appear. In the circle you will see the number of plugins that need updating. 2. Click updates 14

14 3. Here you will see a list of all plugins that need updating. 4. Select one plugin at a time. click update plugins. 15

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16 5. Visit your site and scroll through the pages. If everything looks ok, go back and update the next plugin. 6. We advise only updating one plugin at a time because in very rare cases, the new version is not compatible with other features in the site. This will be obvious straight away when you look at the site. If this happens, please leave everything the way it is and contact Katrien on webdesign@bemoore.com. We will fix it for you. Fortunately this happens very rarely. 11 Adding new pages and posts and adding them to the menu We would suggest to only add pages and post categories to the sub menus and not to the main menu. The main menu buttons require styling through css coding. The sub menu is set up to automatically take the style of the already existing sub menu buttons. If you do require a new item in the main menu, please contact katrien@bemoore.com Adding a new page and adding it to the menu 1. First create a new page. On the dashboard go to pages--> add new 2. Name your page. 3. In the page attributes: 17

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18 page parent : select the main menu item ( or sub menu item) you want your page to appear under page template: For most pages choose ' full width' This is a page without any sidebars. If you need your page to have one or more sidebars ( e.g. for an archive list or a subscription form), choose the appropriate template. 4. Click publish 5. On the dashboard click appearance menus 19

19 6. Select the page you want to add and click Add to menu 7. The page you selected will appear at the bottom of the menu. Drag and drop your page underneath the (sub) menu item you want it to appear. 8. Click update Click save menu. 9. Go to visit site to see your work Adding a new post category and adding it to the menu 1. First create a new post category 2. On the dashboard go to Posts categories--> new category 3. Name: name your category slug:same name as your category name, but replace all spaces with - 20

20 4. click save category. 5. In the dashboard go to appearance--> menus 6. Click categories.if you do not see the category you are looking for, click view all. 7. Select your category, click add to menu. 8. The category you selected will appear at the bottom of the menu. Drag and drop your category underneath the (sub) menu item you want it to appear. 9. Click update Click save menu. 10. Go to visit site to see your work 21

21 12 woocommerce Adding, changing or deleting a product You can easily add new products to your shop, or change or delete existing products. To add a new product you will need some or all of the following: A main product image ( featured image) Extra images for your product gallery Description Short one line description Price Sale Price Weight ( only if your shipping cost depends on weight) Dimensions ( only if your shipping cost depends on dimensions) 1. In your dashboard go to products and click add product 2. You are now in the product window. 3. Add 1. Product name 2. Product description 3. short description 4. Price 4. Go to featured image. This is the main product image. It will be displayed bigger than any other product images. Click add featured image. This will bring you to the media library. Choose your product image. Select add featured image 5. If you like you can add additional product images. They will be displayed as a gallery underneath the featured image. Click Product gallery. This will bring you to the media library. Choose your product images. Click add gallery 6. You need to make sure your product is in the right category. Select your categories 7. You can add weight and dimensions if you calculate your shipping cost by weight and dimensions. To do so, select the shipping tab. 22

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24 8. Make sure to Click publish when you are done. This will save your product. Setting up variations for your product In your website, the products have variations. In your case that means you have : single book as a variation and book deal as a second variation. If you would like to set up a new variation: example a book bundle with 10 books Note: you will have to do this for every product that has variations In your dashboard, go to products, choose the product you want to create variations for. Under the description, select your product to be a Variable product Click the tab attributes. Here you will set up the different variations. Click add variation. Name your variations. You will now have to add the different options for your variation. In your case: single books and book deals ( another one could be : bundle of 10 books) You need to separate every option with so in your case this would be : Single book book deal bundle of 10 books. 7. Tick the boxed for the attributes to be used as variations and to display them in the shop. 8. Now click the variation tab. 9. You will now see the different variations for your product. 10. You can add a variation by clicking add variation GO. 11. Now you can click any of the variations to edit them. ( click the number #xxx) 25

25 12. If you need help with shipping classes, please contact Shipping classes have been set up for you and should normally not need changing. 13. You have now successfully set up your variations. Working with orders In your website you will find a complete list of all order placed through the site. Here you can process or cancel orders or put them on hold. Here you can also find all details and print out your delivery docket. When a customer orders a product the following things happen.: The customer receives an confirming the order. You receive an alerting you that a customer has placed an order. The order is logged in your system Go to woocommerce orders. Here you will see a list of all orders placed. Click the eye icon to see the details of the order Click the notepad icon to print your delivery docket When an order is completed, you will see a tick next to the order. 26

26 To process an order : 1. click the order number or the eye icon. You are now in your order window. 2. Here you can view your order to make it ready for shipping. 3. When your order is ready, change the status from processing to complete. 4. You will see some info on stock levels on this page 5. If needed, add a message for your customer to the delivery docket 6. Print your delivery docket 7. Click Save order 27

27 13 Working with Mailpoet 28

28 Working with MailPoet MailPoet allows you to automatically send out post (newsletters / special offers etc.) to customers who have subscribed to this service. It works as follows: Selected categories of posts are sent out to selected customers. The categories you send out are set in the newsletter. The customer list is set in the subscriber lists. Your MailPoet is fully set up for you. This includes all settings and the design of the newsletter. We would suggest you leave the settings as they are as they have been optimized for your site. The design of the newsletter can be changed if so wished. You can add extra newsletters, categories and subscriber lists. N.B. Posts are sent out automatically as soon as you publish them. This means you need to be sure to read your post carefully before publishing. As soon as you publish, your customer will see it and it is then too late to make any changes. (You can change the post after publishing but it will not be sent out again.) If you are sending out more than one newsletter, or if you have different customer groups that receive different newsletters, it is important to first define these groups clearly and add post categories that match your groups. Now you need to make sure that when you write a post, you put it in the right category. (See Adding Text to Posts.) Subscribers In your dashboard, go to MailPoet. Click on Subscribers. You are now in the subscriber window. Here you will see a list of all your subscribers. It will give you information on when they subscribed, what list they are subscribed to and how many s they have received and opened. In the subscriber window you can edit existing customer lists or add new customer lists. In the subscriber window you can also manually add subscribers (Be careful - subscribers must give their consent, so do not manually add subscribers unless you are certain they want to receive your newsletters.) 29

29 If you want to add a new subscriber list, click Add List. If you want to edit an existing list, click Edit List and select the list you want to edit. 30

30 If you look at your subscriber list you can click on a subscriber to see stats about this particular subscriber. (E.g. information about the subscriber and about the s he/she has opened and looked at). This is a very good tool if you want to learn more about your customers and their reaction to your newsletter. Newsletters On your dashboard, click MailPoet. Then click on Newsletters. Here you will see a list of existing newsletters. You can see when they were sent out and how many people have received and opened them. If you click on a certain newsletter, you will see stats about this newsletter. If you want to add a new newsletter, the best method is to hover over an existing newsletter and click Duplicate. This is easier because the settings can be a bit tricky to get right, and this way the right settings will be copied from the existing newsletter. Go to your duplicate newsletter and click Edit. On the first screen you can name your newsletter, select the subscriber list that the newsletter is meant for and set the schedule for when you want the newsletter to be sent. N.B. ALWAYS Select Automatic Newsletter. Select Next Step 31

31 On the second page you can change the appearance of your newsletter. 32

32 Just hover over any section you want to change. In the middle you will find a section called Automatic Content. Select this section to change the category of post (newsletter) you want to attach to this newsletter. 33

33 Select Next Step On the last page you can review your information and Activate your newsletter. N.B. Do not forget to activate your newsletter or it will not be sent. 14 Contact form entries All contact forms that are submitted will be ed to you. 34

34 You can also see a list of them in your website. 1. In your dashboard, scroll down to find recent visual form builder entries 2. Click view on any entry you want to look at.