Have questions? In our Client Classroom, we post links, videos, and FAQs that answer some of the more common questions we get asked.
We us an app called Freshbooks for invoicing. At some point, you probably received login information for our Freshbooks account. When you login, you’ll be able to see all of your historic invoices, current invoices, time logged on projects, etc. If you don’t have that login information anymore, just send our support team an email at firstname.lastname@example.org, and we’ll resend it to you so you can access it.
At the beginning of the project, we probably created a Dropbox folder that we shared with you. We’ve taken great care to make sure that the shared Dropbox folder has all of your files, all in nicely organized subfolders. All of the files that we’ve created for you as part of your project will be in that folder. If you don’t have access to that folder anymore, just send an email to our support team at email@example.com, and we’ll resend you access to the folder.
If something isn’t working on your website, our support team can probably fix it for you or point you in the right direction to get the answer you need. If there’s something you want changed or added to your website, it’s probably a request for new work. New work requests should be sent to our Project Manager, Monica Desamero, at: firstname.lastname@example.org. Our process is that we’ll get any more information we need from you, then supply you with an estimate. Once you approve the estimate, we’ll schedule the work to be completed.
We always want to help you if you’re having problems with something on your website. The best thing to do is send email to our support team at email@example.com. Sending an email to our support team ensures that everyone on our team gets it, so the right person can address the issue as soon as possible.
Sure. There’s nothing stopping you from installing plugins. Installing plugins allows you to add new functionality to your website fairly easily. However, you should know this general info about plugins: 1) too many active plugins can cause problems 2) some plugins may conflict with each other 3) you should only install plugins that are kept up-to-date and have a high rating on WordPress.org. If you’re unsure about installing plugins, just send our support team an email at firstname.lastname@example.org so we can let you know if we think there will be any issues with the plugin you want to install.
WordPress calls this second level in the content editor ‘The Kitchen Sink’. If you don’t see it, you can have it display by clicking this button when you’re in the Visual Editor:
Then, you’ll be able to see The Kitchen Sink, which looks like this:
WordPress has a really powerful ‘revision’ feature. By default it saves all of the revisions ever made to a post or page. That means that at any time, you can roll back to a previous version of a post or page. You can get more information about using the revision feature here.
When I try to edit certain posts or pages on my website, I can’t see the Visual Editor. All I see is a bunch of code and the Text Editor. Why?
This is probably happening because we’ve turned off the Visual Editor on that specific post or page. Why would we do that? Sometimes, when you switch from the Text Editor to the Visual Editor within WordPress, certain pieces of code, like iFrames or blocks of code, can disappear. By turning off the Visual Editor, we’re just making sure that you don’t accidentally remove some code that needs to be there. You should still be able to see where the content that you want to change is in the code, but if not, contact our support team so we can help you out with it.
If you want to override this function, and enable Visual Mode, you can turn it off by unchecking the ‘Disable for current post’ box in the ‘Visual Editor’ box:
There are a lot of great tutorials online that go through how to perform common tasks on your WordPress website. If you don’t see what you’re looking for below, check out the codex on WordPress.org, which goes through how to do everything. Here are a few links for some tutorials to some of the more common actions in WordPress.
- Adding a new blog post.
- Using WordPress galleries in posts and pages.
- Embedding a YouTube video into a post or page.
- Centering a YouTube video within the content.
- How to use revisions to undo or rollback content.
- How to add and edit links in posts and pages.
- A complete breakdown of the Visual Editor and all its functionality.
For the SEO component of your website, we’re assuming that you’re using the ‘Yoast SEO WordPress Plugin’, which is a standard plugin for our websites. To see if you’re using it, go to ‘Plugins’, and scroll down to see if the ‘WordPress SEO’ plugin is installed and activated. It should look something like this:
If your website is using the ‘Yoast SEO WordPress Plugin’, then in the SEO section on pages and posts, you can indicate which specific keyword/keyphrase is your ‘focus keyword’ for that post or page, and then see how you did optimizing your the content on that post or page for that specific keyword/keyphrase. Sound complicated? It’s actually really easy to optimize your posts and pages. Here’s a video that goes through best practices for defining keywords on pages and posts. While you’re using this feature though, keep in mind that simply entering a keyword/keyphrase in the ‘focus keyword’ field doesn’t do anything on it’s own, except tell you if your post or page is optimized for it or not. It’s up to you to follow the optimization suggestions to optimize your post or page.
Categories and tags are used to organize and to define your posts on your website. You can create them from within the post itself, and from the category and tag areas for each post. Here’s a video that goes through how to change and add categories and tags to posts:
How do you best use categories and tags to organize your content? That’s up to you, but we like to think of categoires and tags organized the way a book would be: categories are like the table of contents at the beginning of the book, and tags are like the appendix at the end of the book. Best practice is usually to include 1 category per post, and several tags. The point of categories and tags are so the user can access blog posts easily based on what they’re interested in.
When I paste content into the editor, why does it look strange and not pick up the right formatting?
Sometimes, when you copy text from somewhere like MS Word, and you paste it into the Visual Editor, it doesn’t look right when you view it. It might be the wrong colour, size, or remove the paragraph spacing. While it seems strange, it’s actually perfectly normal. That’s because the text is picking up the formatting options from the program you’re copying it from, and while it may look right in the Visual Editor, when you switch to the Text Editor, you’ll see that there is a bunch of extra code that is causing the issue.
WordPress has a solution built in to fix this issue, and it’s called the ‘Paste as Text’ option. Here’s how it works: Once you copy the text from the document or program, you can click the ‘Paste as Text’ option to turn it on, and then all of the text you paste will be stripped of the formatting that it may have picked up. Here’s where you can find the button:
Once you click it once and turn the ‘Paste as Text’ mode on, it will stay on, so you don’t need to click it each time you’re copying and pasting on that particular post.
WordPress allows you to make any piece of text within your content a link pretty easily. Remember that as a general rule, if you’re linking to content within your website, you’ll want to have the link open in the same window; but if you’re linking to content from an outside source, you’ll want it the link to open in a new window. Here’s a video that goes through how to create links within WordPress:
Depending on how your website is built, you could have a few different menus created; maybe one in the footer, one in blog sidebar, one or two in the footer, or elsewhere. Even if that’s not the case, you certainly have at least one menu created: the main navigation menu. The main navigation menu is the main menu on your website, which you can change on your own. Here’s a video that goes through how to update and change menus and menu items on your website:
Before you go looking for panels, you should know that not all of our websites have these call-to-action panels pre-built, and if they do, the contents of them and the way they look are different from site-to-site. For example, if you go to the ‘Who We Are‘ page on our website, you’ll see that at the bottom of the page there are 2 of these call-to-action panels: 1 purple one and 1 blue one.
Panels were created so that you can add specific call-to-actions to your pages, and they allow the user to find relevant content at the end of the page. They’re all blocks of code wrapped in a shortcode, but they’re fairly easy to understand. In most cases, if we’ve pre-designed panels for you, then they’ll be accessible to you in one of two places:
- The ‘Panel Examples’ page – On the back end of your website, you might see a page that we’ve created called ‘Panel Examples’. That page contains all of the code for the panels, so you can copy the code for the panel you want, and then paste it onto any page on the site to have the panels show up. You can also edit that code and it’s content to change a panel to say whatever you want it to.
- The ‘Homepage Panels’ section – As of the end of 2015, we updated our process for panels to make them easier to use. Now, there should be a section in your WordPress website called: Homepage Panels. From there, you can not only change the panels on your website, but you can also edit the panels that are on the homepage. The nice thing about this is that if you want to update a panel on an internal page, you can do that by changing the panel itself in the Homepage Panels section, which updates that panel everywhere it exists on the website, rather than needing to change that panel on every page it displays on.
Shortcodes are codes that can go within content of your posts and pages that make your website do or show certain things. We use shortcodes throughout our websites to have certain things with certain criteria display in certain places, and you can use them too if you want to change the way content displays on your website.
Let’s look an example of a shortcode we use on our websites:
Chances are, if you go to your testimonials page on your website, you’ll see that shortcode in the editor, but nothing else. Where the heck are all the testimonials? That shortcode is basically telling the page to show all of the testimonials that you have created.
But what if we want the page to show testimonials differently or to show only specific testimonials? For example, what if we only wanted to show 3 testimonials before pagination kicks in, and we only want to show testimoinals that have the ‘Buyer’ category assigned to them? We can expand the shortcode and tell it to do just that pretty easily. We’d want to add ‘count=3’ (to define the number to show) and ‘cat=buyer’ (to show which category of testimonial to show) to the shortcode, so the new shortcode would look like this:
This shortcode would make it so that only show the 3 latest testimonials before pagination kicks in and that have a category of buyer.
You can use these specific shortcode changes on pretty much any of our shortcodes, like testimonials, reviews, even listings. Here’s list of the possible shortcode changes you could do:
- count=# (where # is the number of posts you want to display before pagination kicks in
- cat=# (where # is the slug of the category for the posts you want to display)
Here’s a video that shows you how to change the order of the images in a gallery on a listing:
When you’re adding photo galleries to listings, you should keep in mind that this is not the same way you add photo galleries to posts or pages. We’ve built it this way because in most cases, the image galleries for listings are outside the regular content, so if we did it the traditional way, there would be quite a bit more code for you to work with; this solution helps us avoid that code. Here’s a video that goes through how to add image galleries to listings:
Listings are added to your website through our Listings custom post type. It’s a lot like adding posts or pages, with some specific meta-information that is available only on listing posts, like address, number of bedrooms and bathrooms, etc. Keep in mind though that because a lot of the website work we do is custom, your listing configuration might look a little different or have different fields that are specific to your website. Here’s a video that goes through how to add a listing to your website:
Sometimes, when you add an address to a listing, the map doesn’t show the correct location, and instead, puts the map marker somewhere strange, like the US, Europe, etc. The way Google Maps works, it doesn’t know by default what city or province you’re in, so you need to be sure to define that when you’re adding a listing address. You don’t need to include the postal code, but you do need to include the city and province.
For example, if you put the listing address as: ‘123 Street’, you’ll probably get the wrong location showing on your map. But if you put the listing address as: ‘123 Street, Toronto, Ontario’, then Google Maps will plot the correct location.
Also, in most cases, the ‘Address’ field for listings is only used to plot the map location, so if you’re adding the address of a condo, you don’t need to include the unit number (and in fact, if you do, Google Maps will likely get confused and plot the location incorrectly). So for condos, you only need to include the building address, city, and province.
You may have have a custom post type on your website (like neighbourhoods, areas, etc, that has a custom Google Map that shows neighbourhood outlines, locations, etc. Using Google Custom Maps, you can create your own map to display in this custom post type. Here’s a video that goes through how to create a map and add it to your website:
You might want to add an existing form to a post or page. To do that, just go to the post or page where you want to add it, and put your cursor in the content editor where you want it to go. Then, click the ‘Add Form’ button in the tool bar:
Once you do, the form window will open where you can choose which form you want to display and how you want it to look. In most cases, you probably won’t want to show the form’s title and/or description, but you can choose to show them if you want.
Once you’ve made your choices and clicked the ‘Insert Form’ button, there will be a shortcode added to your post/page that looks something like this:
This shortcode will need to be in your content to display the form, althgough the text in the shortcode won’t actually display in your content.
How do I create a new or edit an existing form? How do I setup form notifications and confirmations?
For all of the forms on your website, we’re probably using the Gravity Forms plugin. This plugin allows you to create dyanmic forms quickly and easily, while giving you a lot of control over how they display and function. We’ve created all the forms on your website for you, but you might still want to create a new form or edit an existing one, or setup new notifications or confirmations. In this video, we’ll give you a detailed walkthrough of the Gravity Forms plugin, functionality, and all of its features:
If you use MailChimp and Gravity Forms, then your website is likely automatically sending users that complete forms directly into a MailChimp list. In this video, we’ll show you how to connect Gravity Forms to MailChimp, and then setup the connections so that email addresses get sent to a specific MailChimp list automatically:
Our Client Classroom was last updated on Septemeber 1st, 2016