How to Edit Your Website

This page will take you step-by-step through the process of using WordPress and updating each section of your website.

If you need additional assistance you can always look through WordPress (as there’s many great videos), or contact our support line.

Table of Contents

• Pages
• Content Editor (WYSIWYG)
  • Font Styles Selection
  • Block Quotes
  • Links
  • Inline Images
• SEO Settings
• Adding a Sidebar
• Page Blocks
• Media Library
• Posts (Blog & News)
  • Categories and Tags Alternative Method
• Portfolio
• Team Bios
• Menus
• Options Data

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. Enter optional H1 which will overwrite title in second Title field, ot entering a title will override the page name (but only the title of the actual page, not what the page is named…)
6. Add Header image from Media Library if necessary
7. Enter content into wysiwyg (instructions below)
8. Join bios (if desired) by clicking name in the left window of Bios box. Anything on the right will appear on the front end. Click and drag to reorder. Click (-) to remove from page
9. 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.
10. Enter SEO Settings information

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!
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

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@email.com
3. To add a button, highlight the link, and in the format menu select CTA Button
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
   1. Enter Title tags (max. 70 characters)
   2. Enter Meta Description (max. 140 characters)
2. Social Networks Listing Tab
   1. (This is the pre-determined information that you want to include if someone were to Share your page or story. Mostly used in blog posts, or articles.)
      1. Enter Title
      2. Enter Description
      3. Upload Image
3. Scroll back up the top right of the page. You are not ready to publish your page yet, so go immediately underneath to Page Attributes. This is where you assign your page to the site.
   1. If your page is underneath a main navigation section, select the Parent page.
   2. If you are not adding a Sidebar, you can Publish your page, or Save Draft. (You can also Preview your page to see how it looks before saving it.
      1. If you are creating a sidebar, you will want to Save Draft of your page before doing so.
4. If you would like to add a sidebar to the page, go to the Sidebar section in the right columns of WordPress.

Adding a Sidebar

1. Click the Enter New link and assign it a unique name so that you know which sidebar to adjust.
2. If you are adding more than one sidebar element such as text, an image, etc., you only need to create one sidebar.
3. Click Update. A yellow box will appear Sidebar saved. Update widgets now. Click the link to easily access your newly created widget. (This can also be accessed in the WP Main Nav (Left) by going to “Appearance,
4. In the Widgets area, select your newly created Sidebar from the drop-down menu on the right side.
5. It will create a white box with the name of your Sidebar.
6. Drag the element(s) that you would like to add from the left options to your Sidebar. (Anything labeled OMS has been styled for your website.) For ex: Choose OMS Image Widget to add an image with a caption to your sidebar. Then Choose OMS Map Widget to add a Map to your sidebar. You can drag your items to reorder them as well.
7. Fill out the necessary information and click Save. If you have saved a draft of your page, you can go to Pages and find your page to review. Be sure to “Publish” when you are ready!

Page Blocks

Page Blocks are created separately from Pages, and then “Joined” to the created 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 to grab it later).
3. Hidden: Select No (recommended) or Yes from the drop-down menu
4. Select Background Color from the drop-down menu
5. Hide on Mobile option allows you to hide page blocks on mobile devices to increase speed
6. Layout: Select from the available list based on the type of block being created (full-width, 2-column, 3-column, and Call-to-Action options). Refer to designs on page block styles.
7. Enter CTA Button text
8. Select page to link CTA Button to with drop-down menu
9. 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.
10. 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.
11. 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 (Blog & News)

1. In left menu, click Blog & News
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
   2. Social Networks listing Tab
      1. Enter Title:
      2. Enter Description
      3. Upload Image
6. Select Author from drop-down menu
7. Check categories box from list
   1. 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
   2. Save by clicking Add New Category button
8. Optional – Set featured image from Media Library
9. Append a Form, if desired by selecting from drop-down menu
10. 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
          1. You can Stick post to the landing page by checking box, or change post to Password protected or Private by selecting radio button
          2. click OK button to save changes
       3. Publish Immediately: can be changed by clicking Edit link
          1. Enter publish date, click OK button
11. Preview Draft, or click blue Publish button

Locations

1. In left menu, click locations (This will allow you to view all locations that are currently built)
   1. The Region needs to be updated with the full description, as well as the excerpt that displays in the locations block (a short form description).Excerpts are optional hand-crafted summaries of your content that can be used in your theme. Learn more about manual excerpts
   2. Choose a header image
   3. Enter any volunteer opportunities available in that region.  This will only populate if the user is logged in
2. Under each Region is the actual location page.  This is where you should include an actual description of each location
3. Assign the location services in the right side.  You can add something new just by clicking “add new”
   1. Even though you’re adding the address into the right hand column, you still need to add the Google Maps widget to the sidebar
4. Create a sidebar with a Google Map widget.  See above on how To make a sidebar.Assign the address in the right column to populate the google map widget.

Portfolio (Projects)

1. In left menu, click Portfolio (This will allow you to view all projects that are currently built)
2. If you want to build a new project, select Add New Portfolio or you may choose to edit an existing in admin window
3. Enter title of the page/project
4. Enter the SEO information
5. Enter the content relating to the project in the wysiwyg
6. Choose the appropriate Portfolio category in the right menu, or type it in (but make sure it matches!)
7. Click each image option to choose the sized cover image, landscape (large) image, small image and portrait (tall) image from the media library
8. Enter in the address above the map – copy paste and hit enter.  If you choose a drop down option, it will include “United States”
9. Give the slideshow a name like “Project Highlights”
10. Choose each slideshow image
11. Select the red Update button to save your changes and Publish.

Team Bios

1. In left menu, click Team Bio (This will allow you to view all Team Bio pages that are currently built)
2. If you want to build a new bio, Select Add New you may choose to edit an existing file
3. Enter title, Position, Bio Image
4. If Team member has Social Media data, click Add Row and fill in fields
5. Enter article content in wysiwyg
6. Enter SEO data
7. Join Page Blocks, if desired
8. Click red Update button to save your changes and Publish

Menus

1. In left menu, click Appearance then Menus
2. In the Edit Menus tab, choose the menu you would like to edit from the drop-down menu and click Select
3. Edit Menu Name in field, if desired
4. Drag and drop each item into the order you prefer and/or click the arrow on the right of the item to reveal additional configuration options
5. Click red Save Menu button

Options

The Options section allows website administrator to edit Social Media contact information, Footer Call to Action text.

In left menu, click Options then proceed to edit data for any of the above fields