Instructions

To Log into the WordPress back-end, visit http://palmcenter.org/wp-admin and enter your username & password.

Homepage

The homepage has custom fields added to the normal Page template – which include:

  • Hero / Hero Color
  • Callout Blocks

UPDATE HOMEPAGE

  1. In the back-end of WordPress click on Pages in the left hand column, and then click the title of the Homepage.
  2. From here you can update the Hero content, as well as choose Callout Blocks.

HERO

The Hero section of the homepage (large main image / content) allows the user to pick a page / post / publication, as well as choose a color (hex value, ie: #BADA55) for the gradient overlay.

  1. Click on a page / post / publication that you’d like to include from the left side – and you’ll see it appear on the right side list (This sort of picker is called a Relationship Field, you will see them in other places throughout the site.) You can only choose one.
  2. To change the page / post / publication that is chosen, you have to click on the ‘-‘ icon on the right of the active choice, before choosing a new page / post / publication.
  3. Choose a color from the color picker, or add a hex value for your own color chosen from the image. If no color is chosen, the blue from the site styles will be used.

CALLOUT BLOCKS

The Callout blocks section of the homepage (3 blocks below hero) allows the user to pick 3 page / post / publications.

  1. Click on a page / post / publication that you’d like to include from the left side – and you’ll see it appear on the right side list. You can choose three.

About Pages

ADD A PAGE

  1. In the back-end of WordPress, hover over Pages in the left hand column and click on Add New.
  2. Alternatively, you can click on Pages in the left hand column, and then click the Add New button at the top of the page.
  3. Enter a Title, Post Content, and about-specific content (detailed below).
  4. If you are creating an About sub page, in the right-hand sidebar click the ‘Parent’ dropdown menu from the Page Attributes section and select the main about page.
  5. Click Publish in the top right.

UPDATE A PAGE

  1. In the back-end of WordPress click on Pages in the left hand column, and then click the title of the Page you’d like to update.
  2. Update the Title, Post Content, a Featured Image (if needed), Categories and click Update in the top right.

DELETE A PAGE

  1. In the back-end of WordPress click on Pages in the left hand column, and then hover over the title of the Page you’d like to update.
  2. Click on the Trash link that appears below the title.
  3. To undo a delete, click on the Trash link above the list of Pages, find the page you’d like to restore and click the Restore link.
  4. Alternatively, you can delete a page by viewing the edit page for the specific page, and clicking Move to Trash in the top right, next to the Update button.

ABOUT-SPECIFIC CONTENT

Body Copy:

  1. In the WYSIWYG editor, enter intro text for the about page.
  2. Click the ‘Formats’ dropdown menu and select ‘intro’ to make the text larger.

About Details:

  1. Subhead – enter a subhead for the page
  2. Content Blocks – Click on the ‘Add Row’ button and choose from the following:
    1. Full Width Bio (main About page) – the full width bio expands the entire width of the main body copy section
      1. This is a WYSIWYG editor, which allows you to enter a name (Heading 3), biography and an image.
      2. To add an image, click the ‘Add Media’ button and select the image you’d like. In the Attachment Details area, select ‘Right’ under the Alignment dropdown. Click the ‘Insert into page’ button.
    2. Grid Bio (Staff and Board pages) – the grid bio is a 3-column grid of bios that feature the image and name.
      1. Click the ‘Add Bio’ button
      2. Enter the name, title, biography, email and image
      3. Click the ‘Add Bio’ button at the button to add another person

Press Releases

Press Releases are the content appearing in the Media section of the website. You can add, update and delete press releases – which you can read more about below.

ADD A PRESS RELEASE

  1. In the back-end of WordPress, hover over Press Releases in the left hand column and click on Add New.
  2. Alternatively, you can click on Press Releases in the left hand column, and then click the Add New button at the top of the page.
  3. Enter a Title, Post Content, a Featured Image (if needed), Categories and click Publish in the top right.

UPDATE A PRESS RELEASE

  1. In the back-end of WordPress click on Press Releases in the left hand column, and then click the title of the Press Release you’d like to update.
  2. Update the Title, Post Content, a Featured Image (if needed), Categories and click Update in the top right.

DELETE A PRESS RELEASE

  1. In the back-end of WordPress click on Press Releases in the left hand column, and then hover over the title of the Press Release you’d like to update.
  2. Click on the Trash link that appears below the title.
  3. To undo a delete, click on the Trash link above the list of Press Releases, find the post you’d like to restore and click the Restore link.
  4. Alternatively, you can delete a Press Release by viewing the edit page for the specific post, and clicking Move to Trash in the top right, next to the Update button.

Publications

Publications are the content appearing in the Publication section of the website. You can add, update and delete publications – which you can read more about below.

ADD A PUBLICATION

  1. In the back-end of WordPress, hover over Publications in the left hand column and click on Add New.
  2. Alternatively, you can click on Publications in the left hand column, and then click the Add New button at the top of the page.
  3. Enter a Title, Post Content, a Featured Image (if needed), File Upload and click Publish in the top right.

UPDATE A PUBLICATION

  1. In the back-end of WordPress click on Publications in the left hand column, and then click the title of the Publication you’d like to update.
  2. Update the Title, Post Content, a Featured Image (if needed), File and click Update in the top right.

DELETE A PUBLICATION

  1. In the back-end of WordPress click on Publications in the left hand column, and then hover over the title of the Publication you’d like to update.
  2. Click on the Trash link that appears below the title.
  3. To undo a delete, click on the Trash link above the list of Publications, find the publication you’d like to restore and click the Restore link.
  4. Alternatively, you can delete a post by viewing the edit page for the specific post, and clicking Move to Trash in the top right, next to the Update button.

Press (In the Media)

Press posts link to external media coverage and are the content appearing in the In the Media section of the website. You can add, update and delete press posts – which you can read more about below.

ADD A PRESS POSTScreen Shot 2016-08-11 at 9.57.34 AM

  1. In the back-end of WordPress, hover over Press in the left hand column and click on Add New.
  2. Alternatively, you can click on Press in the left hand column, and then click the Add New button at the top of the page.
  3. Enter a Title and Article Link.
  4. In the right sidebar under Publish, be sure the Published on date is set to the date the article was published.

UPDATE A PRESS POST

  1. In the back-end of WordPress click on Press in the left hand column, and then click the title of the post you’d like to update.
  2. Update the Title and Article Link and click Update in the top right.

DELETE A PRESS POST

  1. In the back-end of WordPress click on Press in the left hand column, and then hover over the title of the post you’d like to update.
  2. Click on the Trash link that appears below the title.
  3. To undo a delete, click on the Trash link above the list of Press posts, find the post you’d like to restore and click the Restore link.
  4. Alternatively, you can delete a post by viewing the edit page for the specific post, and clicking Move to Trash in the top right, next to the Update button.

Events

Events are the content appearing in the Events section of the website. You can add, update and delete events – which you can read more about below.

ADD AN EVENT

  1. In the back-end of WordPress, hover over Events in the left hand column and click on Add New.
  2. Alternatively, you can click on Events in the left hand column, and then click the Add New button at the top of the page.
  3. Enter a Title, Post Content, a Featured Image (if needed), and Event-specific content (detailed below) and click Publish in the top right.

UPDATE AN EVENT

  1. In the back-end of WordPress click on Events in the left hand column, and then click the title of the Event you’d like to update.
  2. Update the Title, Post Content, a Featured Image (if needed), and Event-specific content and click Update in the top right.

DELETE AN EVENT

  1. In the back-end of WordPress click on Events in the left hand column, and then hover over the title of the Event you’d like to update.
  2. Click on the Trash link that appears below the title.
  3. To undo a delete, click on the Trash link above the list of Events, find the event you’d like to restore and click the Restore link.
  4. Alternatively, you can delete a post by viewing the edit page for the specific post, and clicking Move to Trash in the top right, next to the Update button.

EVENT-SPECIFIC CONTENT

Body Copy:

In the top WYSIWYG editor, you will add your main body copy. This is also the area where you can add video and photo galleries.

  1. Intro Text – if you’d like intro text for the event, highlight the section of text you’d like to make more prominent and click the ‘Formats’ tab in the editor. Select ‘intro’ from the dropdown menu.Screen Shot 2016-08-11 at 10.52.42 AM
  2. Video
    1. Add Video – to add video you’ll want to copy the embed Youtube or Vimeo link and paste it into the body of the text editor. The video image should automatically appear once the link has been pasted.
    2. Add Subhead – a subhead can be added above the video. Highlight the text and click H2 Heading from the formatting bar.
  3. Photo Gallery
    1. Click the ‘Add Media’ button at the top of the WYSIWYG editor.
    2. Select the ‘Create Gallery’ tab in the left-hand sidebar.
    3. Select the images you’d like in the photo gallery — the second image will be the one displayed in the gallery.
    4. Once you’ve selected all images, click on the ‘Create a new gallery’ button at the bottom.
    5. On the next page, select the ‘Insert Gallery’ button at the bottom of the page.

General Info:

  1. Event Hero – add a hero image to the event single page. If no image is uploaded, the default background will be red. NOTE: Images should be at least 1240 x 450 px.
  2. Event Date – enter the date of the event.
  3. Event Location – enter the event location.
  4. Event Transcript – upload the event transcript for download.
  5. Event Types – in the right-hand sidebar select the appropriate event types for each event
  6. Featured Image – upload a featured image (may be the same as the hero image), which will be displayed on the Event landing page.

Content Blocks:
Click on the ‘Add Content Block’ button and choose from the following:

  1. Speaker Block – speakers will be listed in the sidebar. When their name is clicked on, a modal window will open with their bio.
    1. Click the ‘Add Speaker’ button. Add the Speaker Name, Speaker Bio, Speaker Title, Speaker Email and Speaker Image.
    2. To add another speaker, click the ‘Add Speaker’ button again.
  2. Press Block – this is also listed in the sidebar.
    1. Click the ‘Add Press’ button. Add the Press Title/Article Title, Press Author, Press Link Source and Press Link Url.
    2. To add another press article, click the ‘Add Press’ button again.

Callout Blocks:

The Callout blocks section (3 blocks below main content) allows the user to pick 3 page / post / publications / events / press posts.

  1. Click on a page / post / publications / events / press posts that you’d like to include from the left side – and you’ll see it appear on the right side list. You can choose three.

Styles

Screen Shot 2016-08-11 at 12.40.43 PMIn the WYSIWYG editor, there are certain styles you can add to content. To add a style, click on the Formats menu and select the appropriate item from the dropdown menu.

  1. Intro – this is used for intro text to make it larger than the normal body text (24px)
  2. Footnote – used for small footnotes (e.g., in the sidebar menu of the About pages). It is 12px in size.
  3. Paragraph Small – this is the typical size of a body copy paragraph (16px) and may need to be used after setting the ‘intro’ format
  4. Attribution Name – typically used with a blockquote, attribution name bolds the name and makes it uppercase
  5. Attribution Title – typically used with a blockquote, attribution title provides a specific style to a person’s title

Site Menus

Site menus control the links in both the Header Menu (Publication & Media) and in the Footer Menu (Contact Us).

  1. In the backend of WordPress – hover on Appearance in the left hand navigation and click on Menus in the sub-menu.
  2. At the top of the page, choose on a menu option in the select drop-down with the label of Select a menu to edit, and click Select.
  3. Add links from the left options (Pages, Posts, Publications, Links, etc) by clicking on the checkbox and Add to Menu.
  4. Drag menu items to reorder, and click the down arrow to update Labels.
  5. Click Save Menu to save all changes made to the menu.

Screen Shot 2016-08-11 at 12.36.06 PMNOTE: Submenu items under About, Events and Media (Press Releases and Palm in the Media) have specific classes associated with them for styling purposes. If you add an item under these headings, you may need to add these classes (menu-item–primary sub-1-3–subitem). These would be added under CSS Classes.