fbpx

Educate Yo’self

Resources

Logging into WordPress

When your site launches, you will be provided with a username and password to access your website via email. If you did not receive an email or believe it was deleted, please email support@kicksdigital.com and we will reissue a new password to the associated email. Visit https://[yourdomainname].com/wp-login and enter your email/username, password, and click login.

logging into wordpress

Resetting a password

If you forgot your password simply visit https://[yourdomainname].com/wp-login and select the Lost Your Password? link under the fields and enter your username or email. If a user is associated with the username or email, an automated email will be sent with steps to reset your password.

Adding a user

When adding a new user to WordPress, locate Users on the left menu panel and click Add New. Add a username and password for the new user. We suggest adding a first name, last name, and photo for consistency and authorship on blogs. Ensure the checkbox is checked on Send User Notification in order to alert the new user of their access. You can leave the auto-generated password or set the password for them.

Click Add New User at the bottom of the form to complete. Once the user logs in, they will be able to update or change their information.

Editing a user

When editing a user to WordPress, locate Users on the left menu panel. From the list of users, click the user you want to edit and update the necessary information. Once complete, hit Update User at the bottom of the page. All users are set as Editors. If you would like to update a user role, please contact support@kicksdigital.com.

Deleting a user 

If you would like to delete a user from your WordPress website, please contact support@kicksdigital.com.

Adding Media Files

Locate Media on the left menu panel and click Add New. Simply drag and drop or browse your files to locate the images, documents, or video. Once the media file is uploaded, you click in to edit metadata or delete the asset.

Note: If the file is larger than 50mb please contact support@kicksdigital.com for assistance.

Importing Data

If you need assistance importing or exporting data, please contact support@kicksdigital.com to determine the best path forward.

Adding a new post

Locate Posts on the left menu panel and click Add New. Using the Post editor, enter your title and content. As you input data in the body of the post, you will be able to format as needed by including headings, font styles, quotes, or other various WordPress functions as shown below.

Adding an Image or Gallery

To add an image or  gallery to a post, click the     icon and click Image or Gallery. Drag and drop the photo(s) to upload and format using the image alignment tool to wrap or unwrap text around the images.

 

 

Adding Post Tags or Categories

Depending on the use of the post content, you can add tags and categories to group content for filters or when pointing users to a specific topic of content. On the right Post settings block, locate Categories or Tags and select those applicable. If none currently exist, you can create them directly clicking Add New Category or typing into the Tags field.

Note: This a hierarchal function. Think of Categories as global and Tags and micro.

 

Other elements of a post

When you finished with editing the body of the content, you post is ready for the finishing touches. Be sure to cover the following before you schedule or publish the post.

Featured Image

On the right post setting, click Set Featured Image and select or upload the image that will be the image that renders on social media or your post index.

Author

If you are ghost writing for people in your organization, you can select a user from the Author drop down on the right post panel. This will default to the account that is logged in at the time the post is created.

Schedule

If you are load posts to be published on future dates, use the scheduling function by clicking Immediately (default) next to Publish in the right post settings to view the interactive calendar. Once you select the date, click Publish in the top right corner.

Editing a post

To edit a post, locate Posts in the left menu panel. From the index of posts, click the title to access the WYSIWYG (what you see if what you get) editor. Change or update the elements necessary and click Update in the top right corner.

Create a page

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Editing Pages in Colonel

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Editing Pages in Sole

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Adding and Viewing Plugins

Plugins are common tools that help expand the functionality of your website. Locate Plugins on the left menu panel to see all plugins loaded on your website. Under each title you will see the status of the plugin. Our Development team will work with you vet any plugins that you would like to add in order to protect your site from crashes, security issues, or functionally degradation. If you would like to implement a new plugin, please contact support@kicksdigital.com with your request and the link to any relevant plugins you've researched.

Editing Menu items

Hover over Appearance on the left menu panel and click MenusFrom the dropdown menu select the menu that you would like to edit and click SelectYou can organize existing menu items by dragging and dropping the menu items or nesting them under pages. This will create a dropdown menu. To add a new page to the menu, check the box next to the page and click Add to Menu. If you would like to add an external page to the menu, use Custom Link and input the URL and title for the menu item and click Add to Menu.

This video will provide a quick overview of the elements above.

editing a wordpress menu

Viewing Forms and Form Data

Locate Forms in the left panel menu and click. This will take you to the form index where you can view all forms and subsequent data. All clients will be set up to receive notifications directly to their inbox but in the off chance that a form submission gets lost or deleted, you can over over the form title and click Entries.

Creating a form

To create a form locate Forms on the left panel menu and click New Form. From here, you can select the fields that you would like to add to the form. By clicking on the form element in the main section of the page, you can access the field settings to include placeholder copy or add requirements for the field. Once you've added all of the fields to the form, click Save Form at the top right of the window.

Editing a Form

To edit a form, click the form title from the form index. This is where you can add, delete, or reorganize form fields, their data, and change requirements for form submissions. Once you are finished editing the form, click Save Form at the top right of the window.

Exporting Form Data

Under Forms in the left menu panel, select Import/Export. Select the form from the Select a Form dropdown menu and click all applicable fields you would like to export from the selected form. You may enter a date range or leave blank to export all time data. Click Download Export File to complete the process.

 

Update Form Notifications

If you would like to update the email of the form submission recipient in your organization, locate Forms in the left menu panel and hover over the form you would like to edit. Hover over Settings and select Notifications. You will see an active Admin Notification section. Hover over the title and select Edit the data in the Send to Email (Required) field. Here you can change or add multiple comma separated recipients by email.

Creating Events

If your website utilizes the Events Calendar, locate Events and click Add New. The event editor is almost identical – at least at first glance – to the post editor. Add a title and description to your event.

Scroll to add Time, Date, and Location information. You can choose to select All Day events or specify time. For Locations, you do not need to specify a venue but also, that might be odd. Click the Venue dropdown and input the name of your venue in the field and hit Enter on you keyboard. This will populate the fields for location information and venue specific data.

Note: Once a venue is created, it will be stored under Events > Venues on the left panel menu and you won't need to re-enter the data again.

Depending on the level of detail, you may want to add an Organizer (common for sponsors). The same logic as Venues pertains to Organizers. All data added will be stored under Events > Organizers.

Complete the event by adding in the Cost and Event Website (when ticketing/RSVP will take place).

For a more extensive dive into the Event Calendar features click here.

Creating on-site RSVP

If an event is free, you may want to include an RSVP option. This is a purchasable upgrade for the Event Calendar. If you have implemented this on your site, you will see a new section on the single event template called RSVP. To create a new RSVP click +New RSVP and complete the form fields below and Save RSVP.

Event Ticketing

Event ticketing requires a payment portal. If you would like to facilitate on-site ticketing, please contact support@kicksdigital.com to discuss the implementation. For a streamlined process, we suggest using a website like EventBrite that integrates with Events Calendar.

Adding a simple product

Adding a Simple product is similar to writing a post in WordPress. Go to WooCommerce > Products > Add Product. Enter a product Title and Description as you would normally a post.

Scroll down to the Product Data panel. If the product is a downloadable(digital) or virtual (service) product select which applies from the dropdown. These types of non-tangible products do not require shipping data.

In the Product Data panel you will control metadata such as price, sale price, tax information, inventory, shipping dimensions and class, and other various attributes.

Single Product Inventory Data

The inventory section allows you to manage stock for the product individually and define whether to allow back orders and more. It enables you to sell products and allow customers to add them to the cart to buy.

  • Enter the Stock Quantity, and WooCommerce auto-manages inventory and auto-updates Stock Status as Stock, Out of Stock or On Backorder.
  • Select whether to Allow Backorders.
  • Low stock threshold – Enter a number upon which you are notified.
  • Tick the Sold Individually box to limit the product to one per order.

Shipping Information

Shipping classes should be set up from the main WooCommerce settings.

  • Weight – Weight of the item.
  • Dimensions – Length, width and height for the item.
  • Shipping Class – Shipping classes are used by certain shipping methods to group similar products.

Adding Attributes

Once you have chosen an attribute from the select box, click add and apply the terms attached to that attribute (e.g., Nintendo DS) to the product. You can hide the attribute on the frontend by leaving the Visible checkbox unticked. Custom attributes can also be applied by choosing Custom product attribute from the select box. These are added at the product level and won’t be available in layered navigation or other products.

If you selected a global attribute that you previously created, you can select terms that you added previously.

Before you public your product, first ensure you select a category that allows you to group similar products by global topic similar to the blog post. For a deeper dive into WooCommerce Simple Products click here.

Adding a Variable Product

Variable products are common with items like clothing. For example, you may have the same graphic tee that comes in various combinations of color and size. Each product has their own inventory and SKU. This is where variable products come into play. Please refer to the WooCommerce resource center for a deep dive into creating variable products.

Importing/Export Products in WooCommerce

Import, export, or update hundreds or thousands of products in your WooCommerce store with a single CSV. This tool supports most product types, including variations. By downloading the sample .csv file from WooCommerce, you can build a product sheet out that can easily be imported through WooCommerce > Import. Choose the file from your desktop and map the columns to match the headers of your .csv file.

Sample Product Field Mapping

Once the columns are mapped, Submit the data for import. Depending on the amount of data and imagery the file may take a while to import. If there is an issue with the import you will be alerted with the issue in the import error log.

WooCommerce is an extensive tool with scenarios and add-ons. If you have questions about specific functionality, refer to the WooCommerce Knowledge base or contact support@kicksdigital.com.

Powered by Caffeine + Cocktails

Visit Us:
1043 Virginia Ave, Suite 211
Indianapolis, IN 46203

hello@kicksdigital.com
317.662.2881

© Kicks Digital Marketing. All Rights Reserved. | Privacy Policy

© Kicks Digital Marketing. All Rights Reserved. | Privacy Policy