How to Edit Your Site
This document is intended to speed you through the different features on your website, and how to edit or create each of them.
When editing or creating new pages, if your page is not looking as it should, go to one of these pages mentioned below and click edit. Then view the widget to double check the formatting that was applied to them and apply the same formatting to the element you are working on.
Content Styles – Shows you basic interior page content styles and formatting.
Style Guide – Shows you the fonts, colors, and image sizes used throughout the site.
Page Blocks – Shows you examples of page blocks
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
- SEO Settings
- Adding a Sidebar
- Page Blocks
- Locations
- Media Library
- Posts
- Team Bios
- Contacts
- Menus
- Forms
- Footer
Pages
- In left menu, click Pages (This will allow you to view all Pages that are currently built)
- If you want to build a new page, select Add New
- 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
- Note: When naming the page, it is recommended to name it according to the final sitemap, but you can alter the Menu title from the page title when editing your menus.
- Add Header image from Media Library if necessary
- Enter content into wysiwyg (instructions below)
- 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.
- Enter SEO Settings information
Content Editor (WYSIWYG)
- Type content directly into the wysiwyg in HTML Fields Tab or copy/paste from word processor with ease.
- When copying/pasting, ALWAYS use the clear formatting button, or paste directly from a plain text editor (like NotePad/Text Edit).
- Use special characters button for all special characters. If not, the coding may be different.
- Use the styles dropdown to select the pre-populated style to your text. Examples are listed in your content styles.
Font Styles Selection
- Different font styles, including headers, are chosen from the Format drop-down menu
Block Quotes In Content Editor
- Highlight text to be put into block quotes
- Select block quote button
Links
- Highlight the word/s which you want to create as a link and clicking on the insert/edit link icon.
- Enter the destination URL directly into the field or performing search.
- For internal links, insert page url only (eg: /about). Or search for the page.
- For external links, insert the entire url (http://www.website.com) and click Open in a NewWindow/Tab box. For telephone “click to call” functionality add tel:phonenumber, and email insert mailto:email@email.com
- To add a Button, highlight the link, and in the format menu select the Button format
- To break a link, highlight linked text and click Remove Link button (broken chain)
- Click Update
Inline Images
- To add an in-line image, place your cursor on the area where the image should appear, and click Add Media button above wysiwyg
- Click on Add Media to open the media library
- Scroll to find an image or search using field in top right corner, select it, then click Insert Into Page button
- 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.
- Once the image is in place, click on image to reveal edit toolbar. Choose an alignment and add vertical/horizontal space if necessary.
- Click Update
- You can also click the image edit pencil to add a link if you wish.
SEO Settings
- Search Engine Listing TabEnter Title tags (max. 70 characters)
- Enter Meta Description (max. 140 characters)
Adding a Sidebar
Sidebars are a great way to break up a page and add any call-outs that might be relevant to that page. For example, the sidebar is great for asking your users to contact us, highlight contacts or project awards, etc.
- Use the OMS persistent widget:
- Navigate to the left WP menu and choose OMS Widgets.
- Create the new content for that specific sidebar. You have the option for open content, image, video, map, etc. Choose the correct item, and complete the entry.
- Now, you need to create the actual sidebar, or where your newly created widgets are going.
- Navigate to the left hand menu Appearance>Widget Areas
- Add a new Widget Area – if it belongs to a page, name it by the page name, and in the pages box below, find the page, and click to activate it.
- If the widget belongs to a different post type (like a project or a team biio), you’ll have to find that post type in the main view list (click on projects to see them all listed), and click a check mark that activates a “Custom Sidebar”. Once this is clocked, you can then navigate back to Appearance>Widget Areas to create the sidebar area.
- After your widget area and OMS widgets are are created, navigate back to the left menu, Appearance > Widgets.
- Select the sidebar you created per the page with the drop down.
- Click and drag the OMS persistent widget, and choose the entry you completed in OMS Widgets.
- If you are adding more than one sidebar element such as text, an image, etc., you only need to create one sidebar.
- When your sidebar is complete, click save on each element, and go check out your page!
Page Blocks
Page Blocks are created separately from Pages, and then “Joined” to the created Page. Because of this, like sidebars or Projects, you have to create them
- In left menu, click Page Blocks (This will allow you to view all Page Blocks that are currently built in the system)
- If you want to build a new Page Block, Select Add New. You can also edit an existing page block.
- To build a new page block: Enter Title
- 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).
- As a best practice, I usually name it beginning with the page or post type it belongs to, followed by the subject, and type. For Example, About US – History Left Image.
- Hidden: Select No (recommended) or Yes from the drop-down menu
- Layout: Select from the available list based on the type of block being created (full-width, 2-column, 3-column). Refer to designs on page block styles.
- Page Block Types (FW, 2 or 3 column)
- Open Content/Text – This will only include text/CTA’s. Usually Full Width.
- Gallery – this is a 2 column. Gallery is first, text is second.
- Testimonial – this is full width. These have to FIRST be created in the testimonial section, and then joined to this block.
- Image – An image! Used in 2 or 3 column blocks.
- Video – mostly a 2 column. Make sure to have an image used as a thumbnail, and a youtube/vimeo link.
- Amenities Block – This is special for locations. When Making a new property, and creating the block, copy the example already made and replace the content here.
- Full Width Gallery Block – This is special for locations. This is a full-width block with a WordPress gallery inserted. You can start out your page blocks using this block to show off even more photos that didn’t make the top 4 in the slideshow.
- Page Block Types (FW, 2 or 3 column)
- 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.
- 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.
- 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.
Locations
- Locations are the properties
- To populate a location
- Title: This is the title of the actual property i.e. Arcadia Tower
- Wysiwyg: Details about the property, or a description
- Location Data:
- Header address: The address is formatted differently on the front-end. This appears underneath the title of the property.
- Neighborhood Name: This only populates on the landing image, not the detail page
- Upload the image
- Neighborhood Block Title: Example, Explore the Loop
- Neighborhood Block detail: This appears just below the title.
- Address in map: This only tells google where to put the pin.
- Address content editor: This is how you will actually see the address formatted underneath the map.
- Location meta: Fill out as much as you can!
- Join Blocks (Gallery block and the amenities block)
- Slideshow: This is the header slideshow. Populate this with your best imagery!
- You can also include text and CTAs if you wish on each slide.
Media Library
- Click Media, Library, Add New
- Drop files into window or click Select Files button
- To Edit Images or other Media you may view as a list or Media page block View
- Inside the Media page block, media items are displayed in a thumbnail page block 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.
- Media library can be filtered by type or date and is searchable by title
Posts
- In left menu, click posts
- Select Add New
- Enter Title
- URL will be auto-generated based upon Title. To change, click the Edit button that appears under field
- Enter post copy in wysiwyg
- If copy contains links to outside sites, be sure to create link as Open in new tab.
- When complete, go to Publish panel
- You may choose to Save Draft
- Click Edit link under Save Draft button to set post as Pending Review
- Visibility: default is Public. To change, click Edit link
- click OK button to save changes
- Publish Immediately: can be changed by clicking Edit link
- Enter publish date, click OK button
- Preview Draft, or click blue Publish button
Comments on blog posts:
- Click Comments
- Hover over comment
- Click approve to approve and display comment on site
- Click disapprove to not display comment on site
How to turn off blog commenting on blog post:
- Click Posts
- Hover over post name and click Quick Edit
- Uncheck the Allow Comments box
- Save
Team Bios
- In left menu, click Team Bio (This will allow you to view all Team Bio pages that are currently built)
- If you want to build a new bio, Select Add New you may choose to edit an existing file
- Enter title, Position, Bio Image per the style guide
- Enter article content in wysiwyg
- More Team based content is also another wysiwyg.
- Enter in social links if applicale for the team member.
- Enter SEO data
- Click red Update button to save your changes and Publish
Contacts
- If not importing:
- Contacts work similar to team bios.
- Add email, phone cell, fax…
Regular Menu Links
- When creating your new content, on the left hand side of your page is a box that says “Page Attributes”. This is how you give your page a place to live. Give your page a parent if necessary, and provide an order.
- It’s best practice to order your pages in 10’s so you can easily insert a page if necessary.
- In left menu, click Appearance then Menus
- In the Edit Menus tab, choose the menu you would like to edit from the drop-down menu and click Select
- Edit Menu Name in field, if desired
- 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
- Click red Save Menu button
How to add/update Forms:
- To create new Form, select Forms from the left navigation
- Select Add New Form
- Clicking on the Template Field on the left will populate the right side of the window the data needed for the form.
- Once desired form items are added. Click Save
- Next select the “Email & Actions” tab
- Edit redirect, email admin and email user settings for each form
- Redirect – redirects to thank you page
- Email admin –You can customize the way each submission hits your inbox: from name, address, to email (very important), subject, and fields.
- The Advanced Settings below the html window allow for additional email parameters to be added. If an auto Reply email, CC or additional email addresses need to be added to the form. Can be done here versus creating new email addresses.
- Fields marked with an * are required
Footer
- Options
- Phone number for top left or browser
- Social Icons
- Logos/text
- Appearance > Menus – left/left center Explore sections
- Explore Section links (left and right)