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Table of Contents

  • Pages
    • How to Create and Edit Pages
    • Content Editor (WYSIWYG)
    • Content Styles
    • SEO Settings
    • Page Attributes
  • Page Blocks
    • View and Edit All Page Blocks
    • Adding New Page Blocks
  • Custom Post Types
    • News
    • Events
    • Team Bios
  • Media Library
  • Forms
  • Menus

Pages

How to Create and Edit Pages

  • From the Dashboard left-side menu, click “Pages.” This will allow you to view all pages that are currently built.
  • If you want to build a new page, select “Add New.”
  • For new pages, enter a title in the field that says “Add Title.”
    • This will be your H1 unless you specify otherwise in the “Additional Page Content” section.
    • Upon saving the draft or publishing the page a URL will be auto-generated based upon what is entered into the title field. If you wish to change or adjust this URL, click the “Edit” button that appears next to this field.
  • If applicable, set the parent page under “Page Attributes” in the right column.
    • Note: This will set the URL structure but not the visual display of subpages in the site navigation. To change how the page displays in the site navigation, you will need to add or adjust this in Menus. (More instructions below.)
  • Enter content into wysiwyg editor (instructions below). This content will appear at the top of the page above any joined page blocks. You will want to include content here especially if you have a left nav and/or sidebar widget on this page. Most of your pages will use the page blocks to layout content.
  • Enter SEO information in the Yoast SEO settings. (You will want to add specific Meta Title/Meta Description info for each page/post.)
  • Use the social sharing tab in Yoast to set specific content for Facebook and Twitter.
  • Select any page blocks to join to the page by clicking in the left window of the Page Blocks box. Anything on the right will appear on the front end. (See Page Blocks Layouts section for details on how to build Page Blocks.)
  • Click and drag to reorder. Click (-) to remove from page.
  • Note: Page blocks need to be created before they can be joined to the page.
  • Publish or Save as Draft (or Update to save edits) the page to save it.
  • Remember, published page blocks will not be visible on a page until it has be joined to that page.

Content Editor (Wysiwyg)

  • Type content directly into the wysiwyg editor or copy/paste from a word processor with ease.
  • When copying/pasting, ALWAYS use the ‘clear formatting’ button (small eraser icon) after pasting, and/or ‘paste as plain text’ (T on clipboard icon) before pasting.
  • Use special characters button (Ω) to replace any special characters from pasted content. If not, the coding may be different.

Content Styles

  • Header Styles
    • Different header styles are preloaded in the “Paragraph” drop-down menu and are labeled (Header 1, Header 2, etc.)
    • Please see the Content Styles page for reference to your site’s font styles. You will never have to select h1 as the page name or title override will automatically create the h1 for this page.
    • Highlight the text and then select the desired font style
  • Format Styles
    • Different format styles are preloaded in the “Formats” drop-down menu.
    • Add “Intro” text styling by highlighting text and going to the dropdown menu Formats > Intro next to the header styling options.
    • Add “Label” text styling by highlighting text and going to the dropdown menu Formats > Label.
    • This menu is also where you can turn links into buttons.
  • For more information about all of the various content styles possible for your site, visit your Content Styles Page.

Seo Settings

Yoast SEO tab will automatically pull the page name and beginning content on the page as your Meta Title and Descriptions. Overriding these will allow you to control what text (and keywords) search engines will see here. Your custom page title should end with the site name. You will need to add this manually, it will not automatically appear when you customize the Meta Title.

  • Enter Title tags (max. 70 characters including your site name)
  • Enter Meta Description (min. 140 characters recommended)
  • Social tab – These fields can be used to custom set the information that will display on social media when the page, post, etc is shared on social media. Mostly used for any pages, posts, resources that will be shared on social media.
    • Enter Title
    • Enter Description
    • Upload Image
  • Hiding pages from sitemap and Google search
    • Go to the page you want to hide.
    • In the Yoast section, go to “Advanced Settings”
    • Select the settings No (Index) and No (Follow) will hide pages from the sitemap and Google search.

Page Attributes

  • Underneath the publishing tools at the top right is Page Attributes. This is where you can assign a page to a parent page.
  • If you assign a page to a parent page it will change the URL structure of the page.
  • If “new page” is assigned to “old page,” its URL will change to old-page/new-page.
  • You can set the order of pages in the visual navigation in Appearance > Menus. (directions below)

Page Blocks

Note: Page blocks are created separately from pages, and then joined to the desired page(s). They do not appear on your site unless they are assigned to a page. You can either assign pages from the page block backend or from the page backend you can join created page blocks.

View and Edit All Page Blocks

  • To view/edit existing page blocks, in the dashboard left menu, click “Page Blocks.” This will allow you to view all page Blocks that are currently built.
  • From a page, you can also click on the “Edit” red button that appears in the upper right corner of each page block (you must be logged into WordPress) to edit that specific block.
  • Existing page blocks can be “Cloned” or “Copied to a New Draft” but you must rename and change the joined pages or duplicates will appear on those pages.
  • Page blocks may be used on multiple pages exactly as they are created (you may consider naming these starting with “Global”). Keep in mind that any edits made to this page block will be reflected across all occurrences of this block.

Adding New Page Blocks

  • To create new page blocks, in the dashboard left menu, click Page Blocks > Add New.
  • Name your page block where it says “Add Title.”
    • Note: unlike page titles, this title is not associated with SEO in any way.
    • You will want to name it intuitively, such as starting with the name of the page this block will be joined to, followed by the block layout, and perhaps the beginning content of the block. This will make it easier to find to edit later.
  • Select your desired layout from the drop-down menu.
  • Select your designed background color.
  • Fill out your page block’s content in the wysiwygs and image fields.
  • Join this page block to specific page(s) in the “Join” section.
    • Note: This page block will appear at the bottom of the page you assign it to. If you need to rearrage the blocks, you can do that in the backend of the page itself.
  • Save as Draft, Publish (or Update to save an edit) the page block to save it. Remember, even published page blocks will not be visible on a page until it has be Joined to that page.

Custom Post Types

News

  • How to Add/Edit News
    • The news post type has 2 categories within it – In The News & Press Releases. In the press links off to another site – there is a field for the external link, and the WYSIWYG area will showcase a snippet of the original article.  in the news takes you to another part of the site
    • It is possible to attach page blocks to both the landing and detail page. This is done on the News Settings page. Blocks attached on the detail will appear on all news items – they are global. Blocks attached on the archive page will show up on the News landing page.

Events

 Here are the fields needed to create events in the site.

  • Event Name
    Format – if it’s a physical or virtual event.

    • Physical events will utilize the fields under the Event Details tab. Complete this as much as you can to ensure that Schema is utilized on these pages.
    • If Virtual Events is selected, you’ll get two additional fields in the General Info tab for URL for the event and a label field for it.
      Page Blocks can be joined to Events, but they are global blocks, so they will show on every event that you create.

Team Bios

Team Bios are managed in the Team Bios post type. There is not a traditional landing page for this post type – Bios will be displayed most throughly using the Team page block.

To create a new Bio in the Team Bios post type, you’ll need to provide the following fields:

  • Position – the person’s position.
  • Email – their email address
  • Phone Number – their phone number.
  • External Profile – in the case that the person already has a profile set up somewhere, you can add the link in here and users will be taken to the external profile on the site.
  • Link Type – for this field, you have a radio button option to choose how you want users to access a person’s bio. If you select Show on Detail, the link to the external profile will show on a team member’s detail page. If you select Direct Link, it will send the user directly to the bio on the external site (if you provided a link in the External profile field).

Page Blocks can also be joined to each team member detail page.

Media Library

Note: Images should be cropped and compressed before adding to the media library. It is recommended that images be no larger than 250kb (though sometimes this is unavoidable). You will want to crop the image to the appropriate dimension prior to compressing. This site, tinypng.com can be helpful in compressing file sizes for sized images.

  • To view the Media Library click Media in the dashboard menu. (You can also go directly to the ‘Add New’ screen from here.
  • To ‘Add New’ images/files, click the Add New button at the top of the page. Then drag and drop files into window or click Select Files button.
  • You can add files directly to a specific folder, or drag/drop them later.
  • Inside the Media ‘Grid’, media items are displayed in a thumbnail grid for ease of navigation. Click any media item to edit the image title, meta data, link options; however, we recommend that you use photo editing software like Photoshop before uploading images to Media Library.
  • This is where you can find the unique URL for image and PDF, which can be used to link to ‘Download’ a PDF.
  • Media library can be filtered by type or date and is searchable by title.

Forms

  • In the left-hand WordPress dashboard go to Forms. Here, you should see all of the forms on your site.
  • Click the gear icon next to your form to edit, duplicate, preview, and delete your form. You can also view the submissions in this location.
  • How to add/update Forms:
    • Either click “Add New” or edit an existing form.
    • Once desired form items are added. Click Save
    • Next select the “Email & Actions” tab
    • Edit redirect, email admin and email user settings for each form
      • Redirect – redirects to thank you page
      • Email admin –You can customize the way each submission hits your inbox: from name, address, to email (very important), subject, and fields.
    • The Advanced Settings below the html window allow for additional email parameters to be added. If an auto Reply email, CC or additional email addresses need to be added to the form. Can be done here versus creating new email addresses.
    • Once the form is complete, copy the short code – like and paste into your wysiwyg.To create new Form, select Forms from the left navigation. Select Add New FormClicking on the Template Field on the left will populate the right side of the window the data needed for the form.

Menus

To add and edit menus and to structure sub-pages, go to Appearance > Menus in the left dashboard menu. (Note: The social media menu in the footer is in a different location. See below.)

Footer Menus

  • Enter footer contact information into the footer contact information field
  • Enter the desired footer menu title left, footer title middle, and footer title right

Social Media Menus

  • Go to the social media section of the Options page
  • Enter the links in the appropriate fields categorized by application
  • Update the page to save changes.

Editing Menus

  • Adding Pages:
    • Find the page you wish to add to your menu from the selection area on the left. Select all applicable pages and add to menu.
    • Once in the menu, drag and drop the pages to reorder or set as sub pages.
    • To set as a subpage, drag the page so it appears indented underneath the primary page.
    • The menu label defaults to the name of the page but this can be overwritten. Click the arrow that appears all the way to the right of the page label and enter your title in the ‘navigation label’ field. You can delete menu items in this section as well.
    • ‘Save Menu’ with the red button to the right.
  • Custom Links (such as a phone number or external site page)
    • To add a custom link to your menu, select ‘custom link’ from the left options area and ‘Add to Menu’.
    • Add the URL and Navigation Label you want to display.
    • ‘Save Menu’ with the red button to the right.

All Other Menus (Primary Navigation & Secondary Navigation)

  • Use menus to organize how you want the various menus to display.
    • To add pages to your menus and to structure sub pages, navigate to Appearance > Menus in the left dashboard menu.
    • At the top of the page, select the menu you want to edit from the dropdown, or select create a new menu.
  • Adding Pages:
    • Find the page you wish to add to your menu from the selection area on the left. Select all applicable pages and add to menu.
    • Once in the menu, drag and drop the pages to reorder or set as sub pages.
    • To set as a subpage, drag the page so it appears indented underneath the primary page.
    • The menu label defaults to the name of the page but this can be overwritten. Click the arrow that appears all the way to the right of the page label and enter your title in the ‘navigation label’ field. You can delete menu items in this section as well.
    • ‘Save Menu’ with the red button to the right.