Last Updated: April 2nd, 2024

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

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 in the news and press release 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. Finally, select any categories/taxonomies that apply to the post and 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.

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.

Team Members

Team Members allow you to manage and edit your staff and board of director bios. Click Team Members in the left sidebar of your dashboard and then Add New to create a new bio.

First, add the name of the team member in the title field. If you would like your team members to arrange by the last name, add their name as follows: “Last Name, First Name”. 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. Finally, select any categories/taxonomies that apply to the post and upload a headshot to the featured image. The ideal image size for these headshots is 360px wide by 540px tall.

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

Publishing A Team Member

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.

People

Similarly, adding a new entry to the People post type can be accomplished by following the steps above, but in the People section instead of Team Member.  However, there are data sections that are unique to the People post types, and these can be found in the back end as seen below.  For programs and cohort years to display correctly both in the Bio section and the People search feed, these must both be entered in the People Meta section on the left and in the checkboxes on the right.

Bulk updating People profiles

1. Navigate to the People content type.
2. Click on the checkbox next to the names of the people to be updated.
3. Click Bulk Edit under the column to be updated. Add the content that should be shared across all of the selected profiles. Click Update.

Warning: Bulk Editing will overwrite any existing content for the field you’re updating.

Editing People profiles inline

To edit basic profile information (Program, Focus Area, Cohort) without navigating to each person’s bio page, use the Inline Edit function.

1. Navigate to the People content type.
2. Under the filtering toolbar at the top of the table, click on the button slider next to Inline Edit. The button will turn blue when active and grey when inactive.
3. Find the person whose data needs to be updated and hover over the field to update. Click on the pencil icon and update the data.
4. Click the blue checkmark to save changes.

Events

Events allow you to manage and edit your conferences, webinars, and more. 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. Finally, select any categories/taxonomies that apply to the event and 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.

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. Finally, select any resource types that apply to the resource and 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.

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.

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. Use the dropdowns under the “Footer Content” widget to find the content you would like to update. Once you have made the necessary updates, click Save.

Elementor Page Builder

For more information about Elementor components and how to use them, subscribe to Elementor’s YouTube channel. There are a lot of resources there, to help you get started, watch this introductory video that will go over building pages, using editing tools, using page templates, and creating your first section.

Saved templates can be found in your site’s Component Board.

Media Gallery With Captions

The Media Gallery with Captions works as an image slider carousel where you can add captions underneath the slider.  To edit the content, click the Card Carousel widget in Elementor or in the navigator.  You can ignore all the menus that appear on the left except for Items.  Click that and you will see a submenu drop down with each item in the default carousel.

In each item, editing the content will change the caption below the image.  You can also replace the image and add a link if you like to each slide.  More guidance on how to use this widget can be found here.

Editing Statistics

The Counter widget is a dynamic way to present stats to users.  To edit the stats in the widget, click the Counter widget in Elementor or in the navigator.  Once in there, click the Counter menu on the left.  In the submenu that opens up, you can set both the starting and ending numbers.  The widget will spin the number from the starting number to the ending number.  The text below the Counter is controlled in a text field separately.  There are three different components used to present statistics on your site but all of them use the same Counter widget.