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Website Weekend WP Basic Training by Karen McCamy

Website Weekend WP Basic Training by Karen McCamy

Presentation slides by Karen McCamy FreelanceTechnologyReview.com

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Suzette Franck

October 23, 2016
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Transcript

  1. ©2014 Karen McCamy  FreelanceTechnologyReview.com

  2. ©2014 Karen McCamy  FreelanceTechnologyReview.com About WordPress  Why WordPress?

     Content Management System (CMS): ◦ “…a web application [software] designed to make it easy for non- technical users to add, edit and manage a website.” -- https://plone.org ◦ Natively Handles (“behind the scenes”):  User accounts & permissions  Security  Maintenance (updates & backup)  Navigation elements (MENUs)
  3. Dashboard Tour… ©2014 Karen McCamy  FreelanceTechnologyReview.com

  4. Dashboard: remember…  When you login, this is where you

    start!  Where editing takes place  Where you add to your site  Where you customize elements  Where you modify/view WP settings Your Theme affects Dashboard appearance! ©2014 Karen McCamy  FreelanceTechnologyReview.com
  5. Main MENU The Dashboard TOUR ©2014 Karen McCamy  FreelanceTechnologyReview.com

  6. Content Area The Dashboard TOUR ©2014 Karen McCamy  FreelanceTechnologyReview.com

  7. *Contextual HELP The Dashboard TOUR ©2014 Karen McCamy  FreelanceTechnologyReview.com

    *What shows here is specific to the page or section you are viewing
  8. Customizing the Content Area Use: the “Screen Options” area 1.

    Click on the ▼ 2. The Options tab expands 3. Check or uncheck the options 4. Your changes appear immediately 5. Click on the ▲ to close the tab ©2014 Karen McCamy  FreelanceTechnologyReview.com
  9. Settings  Where you configure WordPress…  General  Reading

     Writing  Discussion  Media  Permalinks ©2014 Karen McCamy  FreelanceTechnologyReview.com
  10. WordPress Elements  PAGES  Posts  Plugins  Widgets

     Templates ©2014 Karen McCamy  FreelanceTechnologyReview.com
  11.  Purpose: for “evergreen” or “static” content  Examples 

    HOME page  ABOUT page  CONTACT page  PRIVACY POLICY/DISCLOSURE  As PARENT for sub-pages  Codex: http://codex.wordpress.org/Pages  Difference from Posts:  No Categories or Tags  No Comments (typically) Pages ©2014 Karen McCamy  FreelanceTechnologyReview.com
  12. ©2014 Karen McCamy  FreelanceTechnologyReview.com Walk-thru: Creating a PAGE 1.

    PAGES Menu 2. Select “New” 3. Enter a Title 4. Enter some content 5. Click “Publish” That’s it!
  13.  What is a Post? ◦ Often most confusion… ◦

    Posts are what makes WordPress so powerful!  Purpose: for current or news-y content  Examples: ◦ Articles (as on my sites) ◦ “Blog” posts (examples) ◦ Galleries ◦ Portfolios  Use Categories & Tags for organization (Session #3) Posts ©2014 Karen McCamy  FreelanceTechnologyReview.com
  14. Walk-thru: Creating a Post Start at the “Posts” menu 1.

    Option 1: “All Posts” (shows existing posts) 2. Option 2: “New” (where you add a new post) ©2014 Karen McCamy 
  15. Working with Images  Legal Issues  Image Sources 

    WP Media Library  Uploading Images  Image Sizes  WP Image Editor ©2014 Karen McCamy  FreelanceTechnologyReview.com
  16. Images: Legal Issues  Copyright  Every Image belongs to

    somebody!  Know legal use!  Do your research  Public Domain  WikiMedia (http://commons.wikimedia.org/) ©2014 Karen McCamy  FreelanceTechnologyReview.com
  17. Image Sources  Public Domain  GPU License(s): ◦ http://commons.wikimedia.org/wiki/Common

    s:Reusing_content_outside_Wikimedia ©2014 Karen McCamy  FreelanceTechnologyReview.com
  18. Image Tips  Image sizes: for the web, small rules!

    (DEMO on FTR)  Create a post format and stick with it!  DEMO “Featured image” ◦ Don’t duplicate!  Social media posts with images get way more clicks! ©2014 Karen McCamy  FreelanceTechnologyReview.com
  19. ©2014 Karen McCamy  FreelanceTechnologyReview.com Image Sources  Stock Photos

     StockFresh (http://stockfresh.com/)  iStockPhoto (http://www.istockphoto.com/)  Search “stock photos”  Creating Your Own Graphics  Pablo (buffer.com/pablo)  Canva (www.canva.com)
  20. Media Library  Preparing Images  Renaming (think SEO) 

    Choosing the size ◦ “small” or “xtra- small”??? ◦ DEMO: stock photos  Uploading  DEMO: Walk- thru  Adding the Alt tag ©2014 Karen McCamy  FreelanceTechnologyReview.com
  21. Media Library  Good Housekeeping:  Keep it Lean! ◦

    Deleting Images ◦ Archive all your images in a separate folder on your computer  Searching (DEMO) ©2014 Karen McCamy  FreelanceTechnologyReview.com
  22. ©2014 Karen McCamy  FreelanceTechnologyReview.com UX (User Experience)  It’s

    not about you…  It’s all about your site visitor!  UX Factors:  MENUs / Navigation  Taxonomy = an organizational structure ◦ WordPress Categories ◦ WordPress Tags  Site Aesthetics (WP “Theme” [Session #3])
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  34. ©2014 Karen McCamy  FreelanceTechnologyReview.com MENUs Review  2-Step Process:

    1. Create Your Taxonomy (Posts Menu) ◦ Categories ◦ Tags 2. Create Your Menu ◦ Appearance  Menus  Edit Menu - Create or Select Menu - Make sure to select the correct menu! - Menus are theme-specific *NOTE: WP menus are powerful… Use them! Your theme should not use their own menu system!
  35. Plugins  What is a Plugin?  Think “applets” 

    WP Codex: http://codex.wordpress.org/Plugins  Why…  …use them?  …aren’t they included in WordPress? ©2014 Karen McCamy  FreelanceTechnologyReview.com
  36. Plugin Review  What’s a Plugin?  WP Codex (http://codex.wordpress.org/Plugins

    ©2014 Karen McCamy  FreelanceTechnologyReview.com
  37. Plugins (continued)  Two Types  Internal: ◦ add functionality

    to your Dashboard or "backend“ ◦ They do not impact your site load times!  External: ◦ add functionality to your site or "frontend“ ◦ These DO impact your site load times ©2014 Karen McCamy  FreelanceTechnologyReview.com
  38. Plugins (continued)  Examples  Internal: ◦ Post Notes ◦

    Lorem Ipsum ◦ Duplicate Posts ◦ Editorial Calendar  External: ◦ Subscribe Form (such as MailChimp) ◦ Adsense ◦ Related Posts ©2014 Karen McCamy  FreelanceTechnologyReview.com
  39. Plugins  What is a Plugin?  Think “applets” 

    WP Codex: http://codex.wordpress.org/Plugins  Why…  …use them?  …aren’t they included in WordPress? ©2014 Karen McCamy  FreelanceTechnologyReview.com
  40. Plugins (continued)  Two Types  Internal: ◦ add functionality

    to your Dashboard or "backend“ ◦ They do not impact your site load times!  External: ◦ add functionality to your site or "frontend“ ◦ These DO impact your site load times ©2014 Karen McCamy  FreelanceTechnologyReview.com
  41. Plugins (continued)  Examples  Internal: ◦ Post Notes ◦

    Lorem Ipsum ◦ Duplicate Posts ◦ Editorial Calendar  External: ◦ Subscribe Form (such as MailChimp) ◦ Adsense ◦ Related Posts ©2014 Karen McCamy  FreelanceTechnologyReview.com
  42.  Where to find plugins  Only the WordPress Repository:

    www.wordpress.org/plugins  Researching plugins  Take your time…sometimes lots of time!  See previous slides: Basic WordPress Elements ©2014 Karen McCamy  FreelanceTechnologyReview.com Plugin Review (continued)
  43. Walk-thru: Plugins MENU  Start at the “Plugins” MENU 

    Hover → opens the Plugins sub-menu 1. Installed Plugins – for reviewing, support 2. Add new (just what it sounds like!) *NOTE: We’ll be working with plugins next week in Class #2 ©2014 Karen McCamy  FreelanceTechnologyReview.com
  44.  Purpose:  for special-purpose content & “features” (not “functionality”)

     Adds content to specific areas ◦ Header ◦ Footer ◦ Sidebar(s)  Widgets are NOT the same as PLUGINS!  Theme-specific widget areas & widgets Widgets ©2014 Karen McCamy  FreelanceTechnologyReview.com
  45.  Codex: http://codex.wordpress.org/WordPress_Widgets  Examples:  Twitter Feed (real-time) 

    Recent Comments  “Editorial” Theme  “Headlines” Theme  “Karma” Theme  Theme Widgets: MySiteMyWay Themes Widgets (continued) ©2014 Karen McCamy  FreelanceTechnologyReview.com
  46. Why “Themes” ???  Aesthetics…  “Look & Feel” 

    For Example… Karen McCamy -
  47. Theme Basics  WordPress MUST have 1 theme to function…

     WP includes 2-3 FREE themes, produced by Automattic (the company behind WordPress) Karen McCamy - “2014” “2013” “2012”
  48. Using a Theme  Custom Theme Menu  In your

    Dashboard  Every theme developer is different! Karen McCamy - Freelance Theme Menu
  49. Using a Theme  Customizing “Best Practices”:  Explore your

    Theme Options  Look for Theme Doc’s & Read!  Link to the Docs & Support!  Decide on changes (make a list!)  Prioritize those changes  Try out 1 change at a time! Karen McCamy - Freelance
  50. Summary…  Themes are for aesthetics  All themes are

    different…  In style and format  In support and licensing  There is no shortcut…  invest your time to do the requisite research  Find something you like  Make sure you can work with it yourself  I’m happy to help: email me… Karen McCamy - Freelance
  51. Managing Your WP Site WP Updates: WordPress: automatic, hopefully! ©2014

    Karen McCamy  FreelanceTechnologyReview.com
  52. Managing Your WP Site Plugin Updates: *Always check compatibility! ©2014

    Karen McCamy  FreelanceTechnologyReview.com
  53. Managing Your WP Site Theme Updates Remember my ‘theme’ caveat:

    every theme is different TIP: Always do a manual compatibility confirmation of plugins & your current theme whenever WP is updated! ©2014 Karen McCamy  FreelanceTechnologyReview.com
  54. Backups ! Don’t rely on your host for backups! 

    Read the fine print…  Most hosting companies don’t guarantee their own (free) backups!  Take control…manage backups yourself 1. Plugins 2. Paid Hosting Add-ons ©2014 Karen McCamy  FreelanceTechnologyReview.com
  55. Backups: Options Plugins:  Backup Buddy  VaultPress (by Automattic)

     Updraft Plus  Lots more…just Google it!  Host Options Differ… Check with your hosting company ©2014 Karen McCamy  FreelanceTechnologyReview.com
  56. Backup Plugins: What to look for: 1. Storage options ◦

    Dropbox or other cloud locations ◦ Email option 2. Scheduling ◦ Daily ◦ Weekly 3. Simplicity of restoring! ©2014 Karen McCamy  FreelanceTechnologyReview.com
  57. Managing Users  Users Menu  Create new  Manage

     Delete  Codex: http://codex.wordpress.org/Users_Add_New_Screen  Important TIPS here… READ! ©2014 Karen McCamy  FreelanceTechnologyReview.com
  58. Users: “LEVELS” Codex: http://codex.wordpress.org/Roles_and_Capa bilities ©2014 Karen McCamy  FreelanceTechnologyReview.com

  59. Users: TIPS  Use LOWEST user level necessary  Subscribers

    can register themselves…option in ‘Settings’  Why ‘self-registration’? ©2014 Karen McCamy  FreelanceTechnologyReview.com
  60. Security Overview  “Open Source” means…  Security “holes” 

    Publication  Global Access  “Admin” login  Vulnerable…  Change it! ©2014 Karen McCamy  FreelanceTechnologyReview.com
  61. Security  Login Tips  Don’t use “admin”  Create

    hard passwords ◦ Use a Password Generator  Secure “User Account” Policy  Plugins:  “WordFence”  “LimitLoginAttempts”  Consider removing “WordPress” ID in footer ©2014 Karen McCamy  FreelanceTechnologyReview.com