Owner’s Manual

Managing Content

Preview Content and Tagging

If you want to edit the preview text that will be pulled into the auto-feeds on the front end use the excerpt field. This functionality can be in the post types of News, Team Members, Events, Resources + Events, etc.

1. Edit the post you want
2. Scroll down to the bottom to find the “Excerpt” field
   • If the excerpt is hidden scroll up and click the "Screen Options" tab and check the box labeled "Excerpt" and the Excerpt field will appear

   

3. Add your custom preview text here
4. Save + Publish your work

Team Members

Team Members allows you to add blog author contributors and customize their profile

1. Go to the “Team Members” category on the sidebar and click “Add New”
2. Add the Team Member’s name in the heading
3. In the “Team Categories” Section, check off the appropriate team category
4. In the “Team Members Meta” Section add several factors:
   • Company Position
   • Email Address
   • Board Position (if applicable)
5. If the Team Member is a Committee Chair, add their position in the "Additional Team Member Options" section
6. Set the “Featured Image” to display the contributor’s profile picture. Note: The dimensions for the headshots should be 600px x 600px
7. Click “Update” or “Publish” to save in top right column

Resources

Resources allow you to add and manage resources

1. Click or hover over “Resources” in the left sidebar and click “Add New”.
2. Enter the Resource title
3. Check off the appropriate resource type
4. Check off the appropriate topics that relate to this resource
5. Check off the appropriate initiatives that relate to this resource
6. Add the appropriate tags
7. Add your featured image
8. In the “Resource Meta” add the appropriate attachment in a PDF format for the “Resource File” and add the name of the “Button Text”
9. If the resource page needs to redirect to a different URL, add that URL in the "Redirect Options" section
10. If the resource opens as a normal page (i.e. no download file and does not redirect to a different URL), add the page content in the main text editor

SEO with Yoast

SEO is an extremely important aspect of your site and something to consider whenever you update or add any new site content. We’ve installed a tool called “Yoast SEO” which will help guide you towards matching your site content with important keywords.

Using Yoast SEO

Content (Tab that looks like a traffic light)

1. The Snippet Editor previews what your page looks like in a Google search result. Click “Edit Snippet” to update the SEO title, slug (also known as the URL), and the meta description.
2. Focus keyword: chose the main keyword or phrase that matches the content on the page.
3. Meta keywords: additional keywords that pertain to the page content
4. Content analysis: Based on your focus keyword, the content analysis will analyze the page content based on a benchmark of checks to ensure the focus keyword makes sense. This includes an appearance in the URL, meta description, title length, etc.

Social  (Tab that looks like sideways “v”)

This section enables you to personalize the social media title, description and image representation for Facebook and Twitter should you choose. For images, be sure to pay attention to the recommended sizes listed in the descriptions.

On-page Optimization

Title Tag

• Avoid duplicate title tags
• Keep title tags at 55 characters or less in length, including spaces.
• Your title tag should be written like this: Primary Keyword – Secondary Keyword | Brand Name
• Use a dash in between your keyword phrases and a pipe at the end before your brand name

Meta Description

• Write compelling meta descriptions (for CTR)
• 150 to 160 characters is the recommended length
• Avoid duplicate meta descriptions
• Do not use quotes or any non-alpha characters
• Use target keywords in the description

H1, H2, H3

• Use H1 Tag for Page title
• Use your keyword phrase once in your H1 tag
• Use H2, H3 tags for subheadings if there are multiple sections

Anchor Text

• When linking to another page on the same site from within content, select good anchor text (keywords) to use in the actual link and do this often. For example: “We offer *target keywords* services,” rather than “Click here.”

Image ALT tags and filenames

• Include your keyword phrase in the name of your image. Name all of your images in a way that describes what they are.
• Do not use non-alpha characters in your image or file names (no %, &, $, etc)

Footer Content

You can update the footer content by navigating to Widgets. Use the dropdowns under the "Footer Content" widget to find the content you would like to update. Once you have made the necessary updates, click Save.

Swift Page Builder

We’ve installed a feature called Swift Page Builder into your WordPress site. This will allow you to easily create design “elements” for any page. Elements can be thought of like building blocks - stack and customize them how it fits your needs.

Swift Page Builder Basics

Click Pages in the left sidebar of your dashboard and then Add New to create a new page. Once you are on a page, click on the blue Swift Page Builder button to switch the editing view. Please note that the WYSIWYG should be in Visual, not Text mode when switching to Swift Page Builder.

Page Layouts

The first step before adding any content will be to create your layout by adding a row or column element to the page. These elements allow you to add spacing and group other elements together. You will have the ability to drag and drop text areas, buttons, dividers, and more into these layout areas.

Adjusting the width of an element

When hovering over any element except for rows, you will see five icons. From left to right these are trash, save, duplicate, edit, and resize. To resize any element into columns, you simply click the resize handle and drag the element to where you need it to be.

Saving Elements

Individual element settings, rows, columns, and even full-page layouts can be saved for use across your entire site. Make sure to title the element to be as specific as possible so other content contributors know what it is. You can access your team's full list of saved elements and pages by clicking the Saved Items button in your Swift Pagebuilder toolbar.

Publishing Content

Once you are ready to review your updates, you can click the Preview button in the top right corner of the screen, under your publishing options. This will allow you to see what the page will look like before publishing.

When you are ready to publish your content, you can click the blue Publish button to post the content immediately or select a date and time to schedule your post. Please note that times are set in military time, so if you would like a blog post to publish at 3pm, you would need to set the time to 1500.

Accordions and Toggles

Accordions and toggles are used to reduce the length of your page by hiding content until users choose to see it. The only difference between the two is that accordions are meant to hold several groups while toggles only hold one group. View functional examples at Social Driver's page builder codex for Accordions, Toggles, and Tabs.

Once you add an element, you can use the edit icons to rename the sections. Similar to rows and columns, you can add any other page builder element inside of an accordion or toggle group.

Blank Spacers

Blank spacers allow you to add space in between elements horizontally. You can easily customize the space size across multiple screen sizes. Spacers that are set to use a global scope will use the standard website setting. Customize the space of this specific spacer by selecting local.

Buttons

Buttons are flexible and have several different customization options. For any media such as PDFs and images, be sure to add that to the Media Library to retrieve a URL. View functional examples at Social Driver's page builder codex for Buttons.

Content Feeds

Content feeds are very powerful. They allow you to load dynamic content onto a page that can be filtered by many different facets. General options allow you to filter down the content that your visitors have the option to see. For example, if you select Posts from the Post Type dropdown, your feed will only contain blog post content. Visitors will not be able to see any other content type in that feed. View functional examples at Social Driver's page builder codex for Content Feeds.

The Filters tab allows you to specify how your site visitors filter your content. You can choose simply keyword search or any taxonomy to display as a dropdown.

The Display tab offers different options for your content feed's post previews. You can hide or show different content to offer the best user experience for your visitors.

Dividers

The divider element is fairly simple. You can use it to add a line between areas. It is one of many ways you can separate sections on your page.

Icon Boxes

Icon boxes allow you to add a variety of icons and emojis to your content to make it more engaging. View functional examples at Social Driver's page builder codex for Icon Boxes.

Image Blocks

Image blocks enable you to make your images a bit more engaging with captions and hover states. View functional examples at Social Driver's page builder codex for Images.

Raw HTML and JavaScript

Raw HTML & JS elements allow you to add embed codes to your website.

Search Bars

Search element allows you to add a search bar to the content

1. Click “+ Elements” and “Search".
   
2. Click the pencil button to edit.
   
3. You can customize what text is displayed in the input box

Search this siteSubmit site search

Team Feeds and Tiles

Team members can be managed through the Team Members tab in the left sidebar of your dashboard. Once added, you will have the ability to either add a feed of team members or an individual team member tile to your page content. You can select the option to see the full bio in a modal or link to a separate page. View functional examples at Social Driver's page builder codex for Team Members.

Video Players

YouTube and Vimeo content can be embedded into your site by simply copying the URL that you find in your browser window when viewing the video and placing into the video player page builder element.

Widget Areas

The Widget Area element lets you add any widget element anywhere on the page. Widgets can be found under Appearance -> Widgets. Often this is where your footer content and sidebars are if you have them.

1. Click “+ Elements” then “Widget Area”.
   
2. Click the pen button to edit.
   
3. In the dropdown select the sidebar you wish to use