WordPress CMS How To Guide
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1 TABLE OF CONTENTS CREATE AN EVENT POST... 1 THE FEATURED AREA Change the Order of the Featured Events... 3 Switch to a Full- Width Slider... 3 STATIC CONTENT Edit a Page... 3 Edit the Footer... 3 WordPress CMS How To Guide DYNAMIC CONTENT Create a News or Blog Post... 4 Create a Jobs/Volunteer Post... 4 GETTING STARTED Go to thestatetheatre.org/wp-admin and login with your username and password. This will take you to the Dashboard. BELLS AND WHISTLES Add a link... 4 Upload a New PDF... 4 Add a YouTube Video... 4 Add an Audio file... 4 MISCELLANEOUS Add a New User... 5
2 CREATE AN EVENT POST 1 14 Each of the steps below corresponds to a red number on the screenshot at right. To begin, from the Dashboard, click Posts Add New. If you re logged in, from the front end Admin Bar you can also click New Post. 1. Enter the event title where it says Enter title here. This is the title that will appear on the Homepage, where there is limited space, but not on the Event Post, so keep it short. Under this a permalink, or the Event Post s URL, will automatically generate. You can edit this for Search Engine Optimization purposes if you like. 2 3a This is the main content area where you will write a description for the event. It can be formatted using the toolbar across the top of the main content area. You can toggle between the visual editor and the HTML editor via the tabs above and to the right of the toolbar. Before you write the description, however, follow step To set up the title area for the Event Post: a. Click the Shortcode Button (3a at right). Select the Events category. Select the Event Header shortcode. Click Render into editor. Hit return. b. Click the Shortcode Button again. Select the Events category. Select the Buy Button shortcode if tickets are currently on sale. Select the Futre Date shortcode if tickets are not yet on sale. If you ve selected the Buy Button shortcode, enter the unique four- digit event code supplied by Choice. If you ve selected the Future Date shortcode, enter the date when tickets will go on sale. Click Insert shortcode. Hit Return. c. If you ve selected the Future Date shortcode, you are now ready to edit the title area and write the description. Skip to step d below. If you ve selected the Buy Button shortcode, click the Shortcode Button again. Select the Events category. Select the Pricing shortcode. Enter any ticket pricing details. Click Insert shortcode. Hit Return. 3b d. The title area you ve just created should look like 3b at right (this shows the Buy Button and Pricing route). Edit it just like any word processing document: highlight words you want to change, and type over them. For any lines you want to delete (such as the Subtitle), highlight and hit delete, e. Click under the title area and type your description This is the Excerpt. It is a much shorter description of the event that appears on the Homepage only. Type or paste it here. 5. This is the Featured Description. It is used for Featured Events only, and appears under the Excerpt in the pop- up box that appears when you click on a Featured Event. Consider it a continuation of the Excerpt. Unlike the Excerpt, it can be formatted using the toolbar. 6. It is again necessary to generate a Buy Button for the Homepage. Copy the code displayed and paste it into the box immediately below. Then locate the four hashes (####), highlighted below in red. Replace the four hashes with the unique four- digit event code supplied by Choice. <form action=" method="get" target="choice"><input type="hidden" name="prod" value="####" /> <input type="hidden" name="clientid" value="statepa" /> <input style="width: 115px; height: 40px; color: #fff; font-weight: bold; background-color: #0aa8ad;" onmouseover="this.style.backgroundcolor='#02e2e6'" onmouseout="this.style.backgroundcolor='#0aa8ad'" type="submit" value="buy Tickets" /></form> Page 1
3 This will cause a Buy Button to appear when a user mouses over an event in the What s On area. If instead of this you d like it to say FREE!, just paste this code in the Buy Button area of the post editor instead: <span style="color: #0aa8ad; font-size: 30px; text-shadow: 0px 1px 1px #fff;"><strong>free!</strong></span> 7. Scroll dow to the Calendar Data box. Click Add event. Select the genre (the Calendar) of the event. Set the date and time of the first performance/showing, set any repeats, and click Save Event. Click Add event again for irregular occurrences. 8. This iteration of the Date Range and Genre will appear on the Homepage only. Type them here. 9. Click Set the Featured Image. Upload the main image for the event, click Use as featured image at the bottom of the dialogue box, and then close out of the dialogue box via the X in the upper right corner. The image should be 720 pixels wide by 360 pixels tall. The center of this image will be used to automatically generate any images for the Homepage. 10. Upload images for Single Image I and Single Image II, and click Insert into post at the bottom of each dialogue box. These images appear on the Event Post only. They should both be 220 pixels wide. Single Image Image I should be 140 pixels tall. Single Image II should be 210 pixels tall. 11. Scroll up to the Post Expirator box. This function recategorizes a post at a certain date and time. Typically it will be used to remove events from the Homepage once they ve passed. To do this, tick the box at the top to Enable Post Expiration. Set a date and time (UTC stands for Coordinated Universal Time this is the same as Greenwich Mean Time (GMT) without any adjustment for Daylight Savings). And make sure that Expired is the only category checked. At the schedule date and time, this will cause the post to be removed from the front end, reverted to a draft, and categorized as Expired. The post will still be available via the Dashboard by clicking Posts All Posts (for ease of viewing, from here filter the posts by category). This setting can be changed so that expired posts are deleted (though still recoverable) by clicking Settings Post Expirator from the Dashboard (select Set Posts To: Delete and click Save at the bottom of the page). 12. Scroll up to the Post Sorting box, Tick the genres for the event. You can select more than one (e.g. Local and Music). 13. Scroll up to the Categories box. Tick What s On for all events. For any Featured events, also tick Featured. To feature an event in the Featured area of the Homepage, but not the general listings below, only tick Featured. 14. Scroll up and click the blue Publish button. To preview the Event Post before publishing it, click Preview. To save as a draft in order to further edit the post and publish later, click Save Draft. Page 2
4 THE FEATURED AREA STATIC CONTENT CHANGE THE ORDER OF THE FEATURED EVENTS Events appear on the Homepage in the order that they were created, from oldest to newest. That is, every time you create an event, it will appear after all the current listings. The same principle applies to events you tag as featured. If you d like to change the order of events in the Featured area, then, it is necessary to manipulate the date stamps on the events. 1. From the Dashboard, click Posts or Posts All Posts. 2. Across the top of the Posts listing you ll see several dropdown options: Bulk Actions, Show all dates, and View all categories. Under View all categories, select Featured. This filters the Posts listing to show only those events which have been tagged as Featured. 3. As you mouse over each event, options will appear under the event title: Edit, Quick edit, Trash, and View. Click Quick edit for the event you d like to manipulate. 4. Here you can change the date and time the event was created at. You can also change the event s categories, whether it s Featured, etc. 5. Click the blue Update button when you re done. SWITCH TO A FULL- WIDTH SLIDER The four Featured boxes on the Homepage can be replaced by a single full- width graphic, or several full- width graphics that rotate. This is particularly useful for major events that you d like to highlight. To switch to the full- width slider: 1. From the Dashboard, click Appearance Zoho Options. 2. From the Zoho menu on the left, click Slider Stuff. 3. Select the Traditional Slider and adjust any other settings. 4. Click the blue Save All Changes button at the bottom. EDIT A PAGE This can be done: a. from the front end, from the page itself, by clicking Edit Page in the Admin Bar b. from the Dashboard, by clicking Pages or Pages All Pages, and clicking Edit under the page in question. At the top right of the main content area it is possible to toggle between the Visual (similar to word processing) and HTML editors. It is advisable to begin to learn HTML bit by bit by Googling simple edits you d like to make (e.g. indent text in HTML ) and attempting to accomplish them via the HTML editor. This is because the Visual editor is limited in its abilities and sometimes overcomplicates its translation into HTML code. EDIT THE FOOTER The footer content is made up of widgets, which are self- contained boxes of code or text. To edit footer content: 1. From the Dashboard, click Appearance Widgets. 2. On the right side of the Widgets page, click the Footer column (One through Five, corresponding to the columns from left to right) you d like to edit. This will expand its widgetized contents. 3. Click the downward pointing arrow to the right of the widget you d like to edit. This will expand it. You can also change the order of the widgets, or the column in which they sit, by simply dragging them around. 4. Your widget may contain HTML code. Don t be frightened. Just edit the text between the bits of code. It can usually be found between opposing carrots > <. 5. Click the blue Save button at the bottom of the widget. Any posts that you tag as Featured will have to sport a larger featured image (see step 9 in Create an Event Post), one that is 950 pixels wide by 360 pixels tall. Bear in mind that this image will be automatically cropped to 720 pixels wide on the event page itself. Page 3
5 DYNAMIC CONTENT BELLS AND WHISTLES CREATE A NEWS OR BLOG POST To create a News or Blog Post, follow these steps from Create an Event Post: Step 1: Add a title. Step 2: Add content. Rather than an event description, this is where the body of the post should be entered. There is no need to add the title area described in Step 3. Step 4: Add an excerpt. This will appear in the Blog or News Post s preview in the archives. Steps 9 & 10: Add images. This step is optional, though the Post should either bear no images, or all three. Step 13: Tag the Post as Blog or News. Step 14: Click the blue Publish button. CREATE A JOBS/VOLUNTEER POST Jobs and Volunteer positions are added much like the title area information in Event Posts. First, edit the Jobs/Volunteer page (see Edit a Page above). 1. In the main content area, click immediately above where you d like the posting to appear. The posting shortcode includes a line across the top, so click immediately above any existing lines (after existing content), rather than below existing lines (before a piece of content). 2. Click the Shortcode Button [< >]. Select the Jobs category. Select the Jobs Posting shortcode. Click Render into editor. 3. Edit the title and description. 4. Don t forget to click the blue Update button in the upper right corner. ADD A LINK Whether editing a page or post, you can add a link by highlighting the text you d like to become a link, and then clicking the button shown at right. Paste the web address where it says URL, and click the blue Add Link button. If you d like text to appear when the user mouses over the link, type this text where it says Title. If you d like the link to open a new window when clicked, check the box under Title. If you d like to link to a page from the website itself, you can select the page under Or link to existing content. You can remove links by highlighting them and clicking the unlink button to the right of the link button. UPLOAD A NEW PDF 1. Click Media Add New. 2. Upload the new PDF by dragging it into the box, or clicking Select Files. 3. In the dialogue box that appears, scroll down to where it says File URL. Copy this web address. 4. Add a link to the PDF where needed using the web address you ve just copied. ADD A YOUTUBE VIDEO 1. Click the Shortcode Button [< >]. 2. Select the Media category. 3. Select the YouTube shortcode. 4. Paste the YouTube video URL where it says Shortcode Content. 5. Click Insert Shortcode. ADD AN AUDIO FILE Upload the file just as you would a PDF (see above) and copy the URL. Now follow the same steps as you would to add a YouTube video (see above), but select the Audio shortcode in the Media category instead. Page 4
6 MISCELLANEOUS ADD A NEW USER 1. From the Dashboard, click Users Add New. 2. Fill in the Username, E- mail, First name, Last name, and Password fields (you can ignore the Website field). 3. Select whether to send the new user their password via Select a role for the user. Typically this will be Editor, which gives the user all the necessary privileges to create posts, edit pages, etc.. 5. Click the blue Add New User button. Once a user has been created, you can edit yet more details by clicking Users All Users, mousing over the user and clicking edit. Show Toolbar when viewing site enables use of the Admin Bar from the front end of the website. Towards the bottom, a new password can be chosen. Don t forget to click the blue Update Profile button after making any changes. Page 5
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