• The Guide

    Helping your get started and empowered with your new website.

    Table of Contents


WordPressLogoThis guide is designed to help you get the most from your new WordPress powered web site.  WordPress is a free and open source blogging tool and content management system. It has many features including a plug-in architecture and a template system, allowing you to edit the look of your site + add new features easily. WordPress is currently the most popular CMS (Content Mangagement System) in use on the Internet. It allows you to take full control of your web site with a clean, user friendly, and powerful interface.

Logging into your site

To log into your site, simply type the address we have send to you in an email into your browser. This will take you to a login page where you can enter your username and password. Most browsers will allow you to store you login info, so you don’t have to enter it each time.

The Dashboard

When you login to your account, you will be presented with the “Dashboard” which shows an overview of all your pages, posts, and comments.


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The Main Menu

The main menu will allow you to access everything you need to make changes to your new web site. Here are some summaries of the most commonly used options:


Allows you to add new pages to your site, edit pages, delete pages & add images, videos, pdfs and more to those pages. An example of a page would be an “About Us” page.


Inside the Appearance menu is the Menus Option. This is where you will control the main menu of your web site. Here you can add pages to your menu, arrange the menu order, change the menu titles, and create drop down menus.


Allows you to manage your images and uploads.  However, most of the image uploading you will do will be done from within Pages, rather than Media. ( more on this later )


Advanced options + general settings, such as your site’s email address, site tile, web address, time-zone etc. For most clients, we take care of all this for you.


Advance SEO setup options. For most clients, we will take care of this for you. Most of the SEO options you will be working with, will be found from within Pages.


Posts are typically used when you have a blog or magazine running on your site. Most CMS sites that we create do not use Posts, but if you have requested to run a blog on your site as well, you will add/edit/ and delete your blog posts from within the Posts Menu.

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Pretty much everything you need to maintain the pages of your web site can be done from within Pages & Posts. To add additional content to your web site, you will first Add a New Page, place your content in that page, save it, and then Add that page to your menu, so it shows up on your sites’ main menu. We will outline these two steps in the following sections.  Posts are more like blog entries or articles.  They are place in the correct spot on your site by entering them into the correct Category.

Adding New Posts

Posts are used to add entries to your blog or magazine. You add and edit the content of a post, just as you would for a page. However, there are a few additional features that posts have.


Selecting the categories for you post, controls where those posts will appear.  For example, you may have a featured category, and an archive category.  If you have an article or post that you want to feature in the featured section of your web site, you would make it featured.  At a later date, if you wish to archive this post and place it in the archive section of your web site, you would uncheck featured, and then check archive.


Featured Images

If your blog posts or articles have been set up to use images as part of the post display, then you will need to set a Featured Image for each of your posts.  While a post can have many many images within the content or layout of the actual post, the featured image is set to represent the entire post.  It is this image that is used in the listing of posts for example.



Adding Content

Adding content to a post is the same as for a page.  Please see that section of the guide to learn about the content window, adding images to your content, as well as advanced editing of content.

Custom Fields

Posts can use custom fields to add additional data to them. For example, you may have an “Author” custom field with the name of the Author of the Article as the data.  If we have set up your web site to use custom fields, then this is where you enter the data into your post.

Adding New Pages

On the main menu, select Pages>Add New.

You will be presented with a page displaying all the options you have to create or edit a page in WordPress.

Center Column

Enter title here This is what you wish to call your page.  For our example, we will call the page “Our Team”
Content Area This is where the content of your page will be placed. This includes text, images, headings, formatting. Editing your page in this area is very much like editing a document in word. The interface allows you to add bulleted lists, change font color, create headings & links.
WordPress SEO by Yoast This section give you control over your SEO. This will be covered later in this guide.

Right Column

Publish When you are ready to save your page, click on
Save Draft If you are not ready to publish your page, but want to work on it later, click on Save Draft
Parent Selecting a parent for your page is optional. If you have pages that belong ‘under’ other pages, this is where you select that parent page. For our example, we will be putting our new page “Our Team” Under the parent page “About Us”, for we want the Our Team page to a child of the “About Us” page.


Inserting a image

WordPress makes inserting images into your pages is very easy. The first step is to create the new page, or to select the existing page that you want to edit. It is from within the main Content Area of the page, that you insert images.

What size does my image have to be?

WordPress will resize all images for you, making multiple versions / sizes that you can use in your pages.  Using large images is fine, though if you know how, its a good idea to resize your images to about 850-1200 pixels wide.

To Insert an Image

Step 1:Put your cursor in the text of the page, in the area where you want the picture to be placed.

Step 2:Click the small camera icon next to Upload/

Step 3:Click on the “Select Files” button.

Step 4: Browse for the Image on your computer, and click Open.

Step 5:You can enter a Title for your image to something more meaningful. This is good for SEO.

Step 6: If you want the small or medium size image to show a larger version when it is clicked on, leave Link URL as it is.  If you do not want the image to link anywhere, click on the ‘None’ button.

Step 7: Select the alignment you want ( Left or Right of your text )

Step 8: Select the size ( Thumbnail or Medium is best )

Step 9: Click on Insert into Post

Finally: Save all changes

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Editing Content (Advanced)


Bold – to make text bold.

Italic – to put text in italics.

Strikethrough – to mark text as deleted

Bullet List – also known as an unordered list:

Numbered List – also known as an ordered list:

Blockquote – used for quoting somebody in an article.

Justify left – align the text in the paragraph left.

Justify Center – align the text in the center.

Justify Right – align the text right.

Link – insert a link to another webpage (also called a hyperlink).

Unlink – remove the hyperlink.

Insert ‘More’ Tag – this splits the page into two parts. This may result in your website displaying the content before the ‘More’ tag and placing a “read more” link for users to click through and read the full page

Spell-check – check the spelling of the content. Use the drop down arrow to choose a language from the list if required.

Fullscreen – this allows you to edit your page in full screen mode, giving you greater control over your work area. Note: You cannot save your changes when in full screen mode so always toggle back to normal screen mode to update your content.

Show/Hide Kitchen Sink – this button turns on or off the extra buttons available on the toolbar.


Working with your Sites Menu

To edit the main menu of your site, first add all the New Pages you wish to add to your site. Then, go to: Appearance>Menus

This page gives you complete control over your main menu.  You can add new pages, change menu titles, arrange and sort your menu – including drop down items. There are two basic steps: adding the page, and arrange the new menu item.

Adding pages to your menu

One you have created a new page, following the steps in the previous section, your new page will show up on the Appearance Menus page. To add it to your main menu, check the page you wish to add under Pages. Then click the Add to Menu button. Your page will show up at the bottom of your list of menu items be default but you can now drag it to the position your choose.


Saving Your Changes

When you are done adding or editing your menu, be sure to click on savemenu

SEO Settings

As time allows, you should write high quality SEO Titles & Meta Descriptions for all of your sites’ pages, posts, or portfolio items. You can find these options under any given Page, Post, or Portfolio Item under > WordPress SEObyYoast

Writing good SEO text is not as hard as you may assume.  The basic premise is to write something interesting, inviting, and to do so while integrating phrases that people may be searching for.

What are Meta Title and Meta Description Tags?

The meta tags are a very important part of the HTML code of your web page. They are read by search engines but are not displayed as a part of your web page design. The meta description usually includes a concise summary of the web page content and you should add a number of your relevant keywords in each one that you write.

Title tag

It could be said that the title is one of the most important factors for a successful search engine optimization of your website. Located within the section, right above the Description and Keywords tag, it provides summarized information about your website. Besides that, the title is what appears on search engines result page (SERP).

The title tags should be between 10-60 characters. This is not a law, but a relative guideline – a few more symbols is not a problem. You won’t get penalized for having longer title tags, but the search engine will simply ignore the longer part.

Meta Description tag

The description tag should be written in such way that it will show what information your website contains or what your website is about. Write short and clear sentences that will not confuse your visitors.

The description tag should be less than 155 characters. The meta description tag also has a great importance for the SEO optimization of your page. It is most important for the prospect visitor when looking at the search engine result page – this tag is often displayed there and helps you to distinguish your site from the others in the list.


Inserting a youtube video

Adding a you tube video to your website:

Step 1: Navigate to the youtube video you want to place on your page/post

Step 2: Click the ‘Share’ button


Step 3: Click the ‘Embed’ button


Step 4: Select Options dropdown for size options

Step 5: Copy text highlighted in Blue:

Step 6: In WordPress, in Edit Page/Post mode. Select the HTML tab (upper right)

and paste in the iframe code to where you would like the video to appear.

Step 7: Click update and view your page.

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