How To

This is the “how-to” page where you will find all sorts of helpful things about your new website.

Table of Contents

• Pages
  • Content Editor (WYSIWYG)
    • Font Styles Selection
    • Block Quotes
    • Links
    • Inline Images
    • SEO Settings
    • Page Attributes
  • Adding a Sidebar Widget
• FAQ
• Page Blocks
  • Page Block Content Options
• Media Library
• Posts
• Team Bios
• Locations
• News
• Events
• Resources
• Gated Agency Content
• Options (social media links, footer area)
• Forms

 

 

Pages

1. In left menu, click Pages (This will allow you to view all Pages that are currently built)
2. If you want to build a new page, select Add New
3. Once selected you will be requested to Enter title here for the page. URL will be auto-generated based upon what is entered into the “Enter Title” field. To change, click the Edit button that appears under field
4. Note: When naming the page, it is recommended to name it according to the final sitemap
5. You can enter an optional H1 in the ‘additional page content area’ under the content editor. This will overwrite the page name in the title field in the header area.
6. Add Header image from Media Library if necessary
7. Enter content into wysiwyg (instructions below)
8. Join page blocks to the page (if desired) by clicking name in the left window of Page Blocks box. Anything on the right will appear on the front end. Click and drag to reorder. Click (-) to remove from page.
9. Enter SEO information in the Yoast settings at the bottom of the page

 

Content Editor (WYSIWYG)

1. Type content directly into the wysiwyg in HTML Fields Tab or copy/paste from word processor with ease
2. When copying/pasting, ALWAYS use the clear formatting button (small eraser icon) and/or paste as plain text (T on clipboard icon).
3. Use special characters button for all special characters. If not, the coding may be different

 

Font Styles Selection

1. Different font styles, including headers, are chosen from the Format drop-down menu
2. Highlight the text and then select the desired format

 

Block Quotes In Content Editor

1. Highlight text to be put into block quotes
2. Select block quote button

 

Links

1. Highlight the word/s which you want to create as a link and clicking on the insert/edit link icon.
2. Enter the destination URL directly into the field or performing search.
   1. For internal links, insert page url only (eg: /about).
   2. For external links, insert the entire url (http://www.website.com) and click Open in a New Window/Tab box. For telephone “click to call” functionality add tel:phonenumber, and email insert mailto:[email protected]
3. To add a button, highlight the link, and in the format menu at the top select your button type (orange, green, or white solid/ghost)
4. To break a link, highlight linked text and click Remove Link button (broken chain)
5. Click Update

 

Inline Images

1. To add an in-line image, place your cursor on the area where the image should appear, and click Add Media button above wysiwyg
2. Click on the little chart symbol to open the media library
   1. Scroll to find an image or search using field in top right corner, select it, then click Insert Into Page button
   2. Upload and find the image on your computer (EDIT ALL IMAGES IN IMAGE EDITING SOFTWARE BEFORE UPLOADING TO FILEBIN PLEASE) and upload. Then select the image and click insert.
3. Once the image is in place, click on image to reveal edit toolbar. Choose an alignment and add vertical/horizontal space if necessary.
4. Click Update

 

SEO Settings

1. Search Engine Listing Tab (Yoast settings at the bottom of the page editor)
   1. Enter Title tags (max. 70 characters)
   2. Enter Meta Description (max. 140 characters)

Page Attributes

Underneath the publishing tools at the top right is Page Attributes. This is where you can assign your page to a parent page.

1. If your page is structured underneath another, select the Parent page from the dropdown. Otherwise you can leave (no parent)
2. If multiple pages are to appear in the same sub-nav, order the page(s) with a number in the order field.

 

Adding a Sidebar Widget

1. In Appearance> Widget Areas create and label a new widget area and assign it to the relevant page(s) with the check box fields below. This will create a sidebar widget area on the desired pages like the contact page.
2. Once this is created navigate to the left WP menu and choose OMS Widgets.
3. Create the new content for that specific sidebar. You have options for open content, image, video, etc. Choose the correct item, and complete the entry.
4. Navigate back to the left menu, Appearance > Widgets.
5. Select the widget area you created from the list on the right.
6. Click and drag the OMS persistent widget from the options on the left and choose the entry you completed in OMS Widgets via the drop down menu.
7. If you are adding more than one sidebar element such as text, an image, etc., you only need to create one sidebar.
8. You have to drag/drop the OMS Persistent widget into the sidebar multiple times until all of your items have been added. Continue to select the different widget sections from the drop down menu. If you want to reorder them, just drag and drop!

FAQ

Similar to widgets and page blocks, FAQs are created in the FAQ section of wordpress and then joined to the page. Example

1. Name the FAQ so you can find it later to join to a page. List the question in the title field and enter the answer in the second editor.
2. Join the FAQs with the join field at the bottom of the page. Reorder by dragging and dropping. They will appear below your content.

Page Blocks

Page Blocks are created separately from pages, and then joined to the desired page. Because of this, it is easier to create a Page Block prior to creating your new page. If you do create a new page and then need to create a new Page Block, just save a draft of your new page so that you can come back to it after creating your desired Page Blocks.

1. In left menu, click Page Blocks (This will allow you to view all Page Blocks that are currently built in the system)
   1. If you want to build a new Page Block, Select Add New. You can also edit an existing page block.
2. To build a new page block: Enter Title
   1. Please note that the title is not associated with SEO in page blocks, so you will want to name it intuitively (so that you know how to grab it later when joining to a page).
3. Hidden: Select No (recommended) from the drop-down menu
4. Header text will appear above all the content in the page block, this is optional.
5. Select white or gray background from the drop-down menu
6. Hide on Mobile option allows you to hide page blocks on mobile devices to increase speed if desired.
7. Layout: Select from the available list based on the type of block being created (full-width, two column, or three column) Refer to available designs on page block styles.
   1. Select which type of content you wish to appear in each column, they order from left to right (column 1, column 2..)

 

Page Block Content Options

1. With each column, you need to select the type of content from the drop down menu next to ‘Column X Type’ (image, text, video, gallery)
   1. Video page blocks require an image preview. Enter the url of your video and add the image from your media library.
   2. Full width text can have an image background or set to white/gray. Upload the image background if desired. The text automatically sets to white, so if you use the white/gray background, change the text to black using the text color tool in the content editor tool bar. (so it shows up on the background)
   3. To create a Call to Action button, highlight the desired text, link it, and in the format drop down menu select your button style.
   4. Reference the style guide for the correct image sizing info
2. Scroll back up and “Publish” your Page Block. Your new Page Block has been created, however, until it is joined to a page, it will not be visible.
3. To join your page block to a page, go to the page you would like to add it to and select the name of the page block(s) in the Page Block section. For information on building a page, see the Page section above.
4. The order of the page block, once selected, will dictate how they will appear on the page. Blocks can be re-ordered as needed and once complete select the Red Update button to save your changes and Publish.

 

Media Library

1. Click Media, Library, Add New
2. Drop files into window or click Select Files button
3. To Edit Images or other Media you may view as a list or Media Grid View
4. Inside the Media Grid, media items are displayed in a thumbnail grid for ease of navigation. Click any media item to edit the image directly; however, we recommend that you use photo editing software like Photoshop before uploading images to Media Library. In this view, you may also edit the image metadata or media item metadata.
5. Media library can be filtered by type or date and is searchable by title

 

Posts

1. In left menu, click posts. This is where you manage your blog.
2. Select Add New
3. Enter Title
   1. URL will be auto-generated based upon Title. To change, click the Edit button that appears under field
4. Enter post copy in wysiwyg
   1. If copy contains links to outside sites, be sure to create link as Open in new tab.
5. SEO Settings
   1. Search Engine Listing Tab
      1. Enter Title tags (max. 70 characters)
      2. Enter Meta Description (max. 140 characters)
      3. **If fields are left blank, search engines will use Blog post title for Meta tags and first 140 characters of post for Meta Description.
6. Check categories box from list
   1. Categories can be managed within the category sub menu item.
   2. Add New Category by clicking +Add New Category link at the bottom of Categories panel and entering category name, choosing Parent Category from the drop-down menu
   3. Save by clicking Add New Category button
7. Set featured image from Media Library with the field on the bottom right. This image will display on the blog directory/home page.
8. When complete, go to Publish panel
   1. you may choose to Save Draft
      1. Click Edit link under Save Draft button to set post as Pending Review
      2. Visibility: default is Public. To change, click Edit link
      3. Publish Immediately: can be changed by clicking Edit link
         1. Enter publish date, click OK button

Team Bios

1. Go to the team bios section to manage contributors
2. Add their name in the title field and their job/location in the given fields
3. Add their bio in the primary content area.
   1. The Bio snippet line will appear is if they are featured on the home page.
4. Under social media, add links and icons to their accounts. Click ‘add Row’ to add an additional social profile
5. Upload their headshot. It will automatically style as a circle.
6.  Join the team member to your team page using the join feature at the bottom. Reorder by dragging and dropping in this area.

 

Events

1. Use the Events area to manage your events
2. Enter your event summary into the content editor
3. Add the date, venue, price, and location information in the given fields below
4. Add a featured image and SEO information

Resources

1. To update/add resources listed on the resources page, go to resources in the left menu.
2. Name the new resource and add in the excerpt and SEO info into the given fields
3. Select the type of resource from the dropdown below
4. Add the resource to all relevant categories using the right sidebar

Locations

The locations you add in the location section will populate the results in the Find Food map of your website.

1. Name your location and enter the content into the editor just as you would with a page.
2. Just below this and above the map, enter the location address. This will place the pin on the map.
3. Below the map, enter optional location address if you wish it to appear differently in the sidebar area than how it appears on the map.
4. Assign the location to a category(s). These can be managed in the sub section ‘category’ just like posts.

News

The news section is where you can manage the news section of your site.

1. Add your title and enter the content if the news article is living on the website.
2. Below the content editor you can specify article type.
   1. Pdf will link the title directly to a pdf link
   2. External link can link to an external news source.
3. Add a detail image if the article type is set to detail. This will appear in the article.
4. Set categories and featured image to appear on the news landing page using the options on the right.

Gated Agency Content

You have the ability to add password protected pages, posts, or resources. Any content with restricted access would require a username and password to access.

1. On the content you wish to restrict, check the box ‘Protect this page..’ in the ‘Restrict Access box to the right of the content editor.
2. Select all the groups from the drop down menu that you wish to grant access to and click add.

Creating Users

1. Add a new user in the users section
2. Enter their username, name, email and password. They will need their username and password to login.
3. Go to ‘Groups’ under the users tab
4. Add a group or edit an existing group
5. Under ‘group members’ you can add users to each group. You can also see the content that each group has access to.
6. The group tool allows you to create multiple groups with access to different levels of content on your site.

 

Options

1. The Options section is where you can edit the  Social Media links, the logos, the address, and the buttons that appear in the footer area.
2. Add logos or social icons using the add row button. Enter the links and images in the given fields.
3. Edit the buttons and addresses in their wysiwyg editors.

 

Forms

1. To create a new Form, select Forms from the left navigation.
2. Select Add New Form
3. You can either click “Add form fields” to build a form from scratch, or you can ‘Start from a template’.
4. On the right side of the screen are all of the form fields that are available to you. If you are not seeing the form fields, click the blue + button to reveal them.
5. Click a form field to have it appear on the left side of the screen. Clicking on the form field will open up a window on the right where you can customize the “Label” of the field and/or make a field required.
6. Next select the “Email & Actions” tab
   1. Edit redirect, email admin and email user settings for each form. To view all of your options, click the blue + button.
7. Redirect – redirects to thank you page (You must build a Thank You page in the Pages section, and then add the URL to this action. We recommend this for tracking goals in Analytics.)
8. Email admin –You can customize the way each submission hits your inbox: from name, address, to email (very important), subject, and fields.
9. 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.
10. Once the form is complete, publish your form. Then copy the short code for your form and paste into your wysiwyg on the page that you want to add it to. (ie: Contact, Application, etc.)