WordPress User Guide

WordPress Site Update Guide
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Understanding the difference between a post and a page.
Posts are entries displayed on a page and are primarily
date driven. They can be listed in chronological order
Page of Posts on a page of posts. Posts are organized by categories. A
post is content that you are constantly adding to. You
may be writing a series of articles on a subject. Very
simply, a WordPress post is just like an article in a
newspaper!

Post Excerpts on a Page of Posts

If you click on a post excerpt
title or read more link on a page
of posts it opens the single post

Page

Pages are static and are not listed by date. Pages do
not use tags or categories. An About page and a
Contact page are the classic examples. Pages may be
organized in parent or subpages.

Links to parent pages in a website are generally
displayed on the main navigation

Page

Post www.MayeCreate.com  (573) 447-1836  307 Locust St.  Columbia, MO 65201

Add a user.
Add new users so each person has their own login. This way when they post to the blog they will have their name
listed as the author by default. You can also limit user ability by choosing the level you assign to each user.

1. Under users click add new

2. Fill in the fields and select a user level, each user must have a unique email address

Summary of user roles:
1. Administrator - Somebody who has access to all
the administration features
2. Editor - Somebody who can publish posts,
manage posts as well as manage other people's
posts, etc
3. Author - Somebody who can publish and manage
their own posts
4. Contributor - Somebody who can write and
manage their posts but not publish posts
5. Subscriber - Somebody who can read
comments/comment/receive newsletters, etc

3. Click the add user button

www.MayeCreate.com  (573) 447-1836  307 Locust St.  Columbia, MO 65201

Change default email /page title/tagline.
When on this page DON’T CHANGE THE WordPress address (URL) or the Blog address (URL) if
you do this your website will be broken and we will charge you to fix it. Go in peace and
proceed!
1. Click on Settings
2. Type in your new default email
in the
E-mail Address field
3. Type in the new tagline in the
Tagline field
4. Type in the new title in the Site
Title field
5. When you’ve finished editing
click the save changes button

Change Global Image Sizes.
These sizes are to keep the site looking consistent
and make editing image size easy. Apply the sizes
when inserting images into posts.


1. Click Media under settings
2. Type the dimensions in the appropriate
fields, note image dimensions are in pixels,
on the web 72 pixels = 1 inch
3. Click the Save Changes button


Edit custom menus.
Some WordPress themes support custom menus, menus that can be created by the website administrator and
consisting of his or her choice of custom links, pages and/or categories. Custom menus allow you to change the order
of a menu, create submenus or drop-down menus and have greater flexibility with your navigation menu. If your
theme does not support custom menus, this feature will NOT be available to you.

1. From the navigation on the left select
Appearance then Menus
2. Select the menu you wish to edit by clicking
on the appropriate tab (a)
3. Add components to your menu, by filling out
the Custom Links, Pages and Categories This is a custom menu created from the example below.
Panels and clicking Add to Menu
4. Click Save Menu

(a)

Pages have formatted content
already on them. You can change
the Title Attribute in this panel to
change the name of the page in the
new menu.

Categories group multiple posts. To
add content to a category, assign
posts to that category. This feature
allows you to link to a post category
from your main navigation.

Custom links redirect users to a
You can change the hierarchy of a
chosen URL, so you can add links to
menu by clicking and that are not part of
sites or pages dragging a
bar to ayour website to your navigation.
new position


Add a post.
1. Select “add new” from the posts section in the
left-hand navigation

I have no idea what button is which!
If you don’t know the name of a
button, hover your mouse pointer
over the button and a yellow tag
will appear with the button name.

When to use HTML & Visual tabs
HTML – Use when pasting code into a page such as a
Google maps link. Or if you know HTML feel free to
use this mode at all times!

Visual – Use this as the default editor style if you don’t
know much HTML or are feeling lazy.

2. Type the information in the text editor that you would like to post. Don’t forget the title!

3. Select the Category you would like to post to,
or leave uncategorized

4. Click Publish to the right when you are
satisfied with the information you have
entered


Categories.
Use categories to organize posts for easy retrieval and consistent organization for
viewers.
1. Under Add New Category, enter the
category name you would like to
assign posts to
2. Click Add New Category
3. To place existing posts into new
category edit the post and reassign the
category or add to multiple categories

Edit a post.
1. Select the Posts section in the left-hand
navigation
2. When you roll over the post you would like to
edit you can select edit/quick edit/trash/view
Select the option best suited for your needs
3. Edit the post
4. Upon completion select the blue Update button
on the right

Can’t get to some of the editing features while working on posts or pages?
1. In the upper-right hand corner you need to click
Screen Options
2. Check the fields you would like to see in your editing
screen, and uncheck the fields you would like to
ignore


Edit a page.
1. Select Pages from the left navigation
2. Find the page you would like to edit
3. When you roll over the page you would like to edit you can select
edit/quick edit/trash/view
Select the option best suited for your needs
4. Make necessary changes
5. Click Update when you are finished editing

Formatting Text.

If you don’t know the name of a button, hover your mouse pointer over the button and a yellow
tag will appear with the button name.

Use the styles in the formatting section please.
You will not be able to see exactly what the styles look like as you apply them. You’ll need to update the page or post
and view the styles on the public site.

If you want the text to be formatted in a similar fashion to the rest of the site use the styles in the
format drop down menu. Why would you do this? To keep the site looking professional and
consistent, use additional styles sparingly. To do this, highlight the text you want to change and
then choose the appropriate style from the drop drown.


When do you use a particular style?

• Heading 1: Don’t use this style please, it confuses browsers
• Heading 2: This is the second largest heading on your website
• Heading 3: This is the third largest heading on your website. Use this in places where you’ll have subheadings
with sub-subheadings, example:
1. Heading 2
a.Heading 3 (subheading)
1. Heading 4 (sub-subheading)
• Heading 4: This is the third largest heading in your website
• Heading 5: Use liberally throughout to notate subheadings
• Bold: Make important text in a paragraph bold
• DON’T UNDERLINE THINGS!!! It makes them look like a link. Instead make them bold or change the text color.

Common text formatting challenges.
• Challenge: Everything is formatted like the header but I want just the header to be fancy and the rest of the text
to be normal!

Solution:
1. Select all of the formatted text and choose Paragraph from the format drown down
2. Put your curser after the header and hit enter
3. Highlight the header text and chose the desired style from the format dropdown
4. Click update
5. Go to the respective page on the public site to view your changes

• Challenge: I changed the style of my text and I can’t make it normal again!

Solution:
1. Highlight the offending text
2. Determine if you’ve applied a paragraph style or styles (to do this look at the styles and paragraph drop
downs, the styles applied to the text are shown on the respective styles/paragraph drop downs.)
3. Click on the appropriate paragraph or styles drop down and click on the first option available either
paragraph or styles

• Challenge: I copied and pasted my text from Word and now it
looks crazy.

Solution: This is happening because the styles you applied to the
text in Word are being applied to the text in WordPress as well.
Unfortunately the styles in Word are not always accepted in
HTML. So it’s best to remove the styles and apply WordPress
a. Use Paste as Plain Text if you
approved HTML styles. To do this:
wish to remove all styles and
1. Delete the text you’ve already entered into WordPress.
formatting except paragraph
2. Open the Word document holding the original text and
returns.
copy the desired text
b. Use Paste from Word if you
3. Click the Paste from Word or Paste as Plain Text button
wish to maintain your headers
4. Paste your text in pop up box
and bulleted list formatting.
5. Click Insert


Add a photo to your post.
1. Select the post you would like to like add an image to
2. Click on the Add Media button next to Upload/Insert

3. Click the select files button
4. Choose the desired file(s), to select more than one at a
time hold down your control/open apple key and click on
additional files
5. Click Open
6. Choose alignment and desired size.

File name

Caption displays below the image

If someone clicks on the image what
should happen? Nothing (none), open
the file (File URL), or open the file in a
page (Post URL).

7. Click Insert into Post
8. Upon completion select the blue Update button on the right
9. If you add multiple photos to a testimonial/post the first photo will be the only one that will display in the post.
If you click to view that post on its own page it will show all photos that have been uploaded.
10. Upload all images as thumbnails. Formatting has been put in place to avoid distorting the image


Crop and/or resize uploaded images.
1. Click on Media in the left sidebar or go to the post with the image you’d like to edit and click on the upload
insert image icon, then click Gallery.
2. Select the image you would like to crop or resize.
3. Click the Edit Image button below the image thumbnail.

4. To resize the image, click Scale Image in the top box. Enter the new dimensions and click Scale. Images should
only be scaled to a smaller size. Otherwise the image will become blurry.
5. To crop the image, enter the cropping dimensions in the box called Image Crop. Click and drag your curser over
the photo to select the part of the image you would like to crop. For more precise cropping, you can use these
shortcuts:
a. Arrow: move by 10px
b. Shift + arrow: move by 1px
c. Ctrl + arrow: resize by 10px
d. Ctrl + Shift + arrow: resize by 1px
e. Shift + drag: lock aspect ratio
6. From this screen, you can also rotate or flip the image using the buttons above the photo and edit the image
information.
7. When you are done editing, click Update Media.


Edit/Delete a photo on a post or page.
1. Click on the image you would like to edit
2. Click the Edit Image icon or Delete Image icon, if editing proceed to
step 3
3. Format the image as desired:
a. Change the size by selecting a new image size on the slider,
note that once the changes are saved the image cannot be
made larger this way; you will need to click on the Advanced
Settings tab and click the original size button
b. To add space around the image so words are not touching
it:
i. Click on the Advanced
Settings tab
ii. Type the number 10 in
the vertical space and
horizontal space fields.
c. To add a border around the
image type a number in the
border field, note that 1 will
result in a thin border, any
numbers greater than one will
result in a thicker border
4. When you’re satisfied with your
formatting changes click the Update
button
5. To save your post or page click the blue
update button on the right


Upload a PDF.
1. Select the post or page you would like to like add a PDF to
2. Click on the Add Media button next to Upload/Insert
3. Click the select files button
4. Choose the desired file(s), to
select more than one at a
time hold down your
control/open apple key and
click on additional files
5. Type the name of the PDF
into the title field
6. Click Insert into post

7. Choose the edit link button
8. Set the link to open in a new window
9. Click Update
10.
10.
Upon completion to save your page or post click the blue update button on the right


Photo Gallery vs Photo Album.
Photo galleries are for when you want to display a group of thumbnail images on a page. Photo albums are one step
up. Use albums for using one image to represent a group of images, when the user clicks on that representative image
they will be taken to gallery page with the group of thumbnails for the photos in that gallery. You can have more than
one gallery in an album, each gallery will be represented by a thumbnail.

Add a photo gallery.
1. Click on Add Gallery/Images from the gallery
section at the bottom of your navigation on the
left
2. Choose the tab that says Add new gallery
3. Title your gallery and click add gallery
4. To make changes to the name or description of
the gallery click edit gallery

Add images to a photo gallery.
1. Select Add Gallery/Images from the gallery
section of the left-hand navigation
2. Browse your computer for the images you wish
to upload
a. To upload multiple images, hold control
while you select the images you wish to
upload
b. The images you have selected will display
as they’re added to the cue
2. Select the gallery you would like to upload the
images to
3. Click Upload Images


Managing images in a gallery.
Edit a single image

1. To manage the gallery select
manage gallery from your
navigation on the left
2. Hover over your image and
choose edit
thumb/rotate/publish/delete
3. Alter images titles by changing
the text in the title field
4. Write image descriptions in the
description field (this displays
below the image when viewed at full size
5. Click the blue save changes button

Edit in bulk
Images may be edited in bulk, you may want to do this when
you have multiple images that need to be rotated or are very
large and need to be resized:
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
Select the images you wish to edit by toggling the check box, to select all check the box above ID
2. Select the bulk action you wish to apply
3. Click apply
4. Click the blue save changes button

Re-order images
1.
Click the sort gallery button


2. Choose your desired sorting
method
3. OR drag and drop your images
into a custom order
4. Click update sort order
5. Click the blue save changes
button on the gallery page


Create an album.
1. Select album from the gallery portion in the navigation on the left.

2. In the box at the top of the page title your album and click add

Adding galleries to an album.
1. Select album from the gallery portion in
the navigation on the left
2. Select the album you wish to add
galleries to from the select album drop
down
3. Drag and drop the galleries you would like to be part of the album
4. Click Update


Place albums or galleries in a page or post.
1. Go to the HTML of the page or post that you would like to add the album or gallery
2. Put your curser in the HTML where you would like the album or gallery to show up
3. Insert the gallery by button or short code

Button method
1. Click the Add NextGEN Gallery button
2. Select the gallery or click the album tab then choose the
album you wish to add
3. Choose how you would like the gallery to display:
a. Image list - Thumbnails that can be clicked to view
a larger image
b. Slideshow - Rotating slideshow of images
c. Image browser - Medium sized image with
previous and next navigation to view other images
in gallery
4. OR choose how you would like the album to display:
a. Extended version – shows title, representative
image, number of photos and description of each
gallery in the album
b. Compact version – shows tiled thumbnails of
representative images, number of photos and
titles of galleries
5. Click insert

Short code method
Use the following short codes accordingly:
1. F
o
r

a slideshow : [slideshow id=x w=width h=height]


2. For an album : [album id=x template=extend] or [ album
Short code for gallery id=x template=compact]
3.
ID 44 displayed as an For a gallery : [nggallery id=x]
image list 4. For an image browser : [imagebrowser id=x]
5. For a scroll gallery: [scrollgallery id=x]
6. Replace the x with the id number of the album or
gallery you would like to show and define the width and
height if necessary


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