Vibrance Family Health + Care

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Training Manual

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Built by our expert developers, your WordPress site will make managing your website fast, painless, and easy. We put the power to make site updates right at your fingertips. Edit text, change photos and add pages right in your browser.

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What is Content Management?

Why good content is so important

Content

Throughout this training manual we will refer to the content of your site. Content is a broad term for the images, text, links, and any other interactive element contained within your site. Properly maintained content is the key to optimizing your site’s search engine ranking, giving it a better chance of appearing near the top of search results. 

Content Management

Content Management involves making decisions, creating, and organizing content. You can create, edit, move or delete items within your site. We create a structure to get you started, but it takes ongoing effort to rank well in search. Our system is designed to easily aid in this process, and can be accessed from any modern browser, wherever you are.

Good Content

A prime page contains about 500 words, with at least 4 of them being unique keywords used at least 2 to 3 times each, preferably more. A keyword is a word or phrase in your content that makes it possible for people to find your site through a search engine like Google.  

Having a few supporting images within the page improves your content. It doesn’t necessarily help for search, but it does help for readability, and to support your text. 

Another aspect of optimized content is internal linking. This is when you reference something on one page of your site, and link it to another page of your site.  It is important to link the actual words that describe the page you are linking to, as opposed to something like “Click Here”. 

Bad Content

Bad content is any combination of too few words, limited use of keywords, few or no images, and outdated information. It is important to monitor your site for these types of weak pages, as they hurt the overall effectiveness of your site. If you find a page like this, try to improve its content instead of removing the page.

Logging In

Your Personal Log-In Details

Logging into WordPress is a fairly simple process. 

  1. WordPress backend management is a short addition to your site’s URL.
    • WordPress URL: https://vibrancefamilyhealth.com/login
  2. To login, type your username and password in the described fields.
    • (If having issues, use the “Lost your password?” system)
  3. Click the “Login” button

The Dashboard

After logging in, you will see the dashboard of your site. This area gives you an overview of your site and access to the intricate workings of the site. 

You will mainly be working in the Pages section to manage site content. Other areas you will touch on include…

  • Media: To manage images in the Library
  • Posts: To manage blog content
  • Appearance: To manage homepage content

Basic Page management

Main Edit Menu

When in a page, use the editing menu in the upper left to manage page content.

  • WordPress Logo: Clicking on the logo takes you back to the dashboard.
  • Add block: Click to view all the types of blocks you can add, from headlines, paragraphs, bullet points, buttons, horizontal rules and more.
  • Tools: Tools offer different interactions for block selection & editing. To select, press Escape, to go back to editing, press Enter.
  • Undo
  • Redo
  • Content structure: Click to see outline of page content.
  • Block navigation: This is another way to see the structure of page content

Page Settings

In the right sidebar menu, click the page tab.

Status & Visibility

  • Visibility: Toggle from Public, Private, or Password Protected.
  • Publish: This automatically captures the current date/time the page was created, or set to a date in the future when the page should go live.
  • Author: This is automatic as per who is logged in, or a selection can be made from the dropdown.
  • Move to trash: Delete the page only if you’re 100% sure it will never be needed in the future. Other options beside deleting would be setting to private, or making it a draft.

Permalink

URL Slug: The friendly URL is editable in this area. Make sure the slug is short, meaningful, and doesn’t contain special characters.

The full URL is shown below. Click on the full URL to preview the page.

Featured Image

  • Replace Image: Click the button to browse the Media Library for a new image. Each section of the site uses a specific image. Be sure to use the same image as other pages in the section
  • Remove featured image: All pages require a featured image. Should you remove the image please replace it with another.

Page Attributes

  • Template: Leave as Default.
  • Parent Page: Select from the list of main menu items.
  • Order: NA

Managing Content

Editing Text

  1. Click the Pages link in the Dashboard. 
  2. Locate your page in the list.
  3. Hover over the page title to get options, and click Edit.
  4. Make text edits in each section as needed.
  5. Use the [+] button in the upper left to add content.
  6. Use the text editor to style content as needed.
    • Change block type or style
    • Drag block
    • Move up or down
    • Change Heading Level (Depending on the type of block being used)
    • Change text alignment
    • Bold
    • Italic
    • Link
    • More rich text controls
    • More options
  7. Click the Update button in the right column to save your changes.
  8. Preview the page to verify that everything looks as it should.

Adding a link

  1. Select meaningful text (nothing vague such as click here) with your cursor.
  2. Click the Insert/edit link icon in the editor. 
  3. Insert a link into the field using one of these methods…
    • Internal Link: Start typing the title of the page and suggestions will appear. Select the page needed.
    • Outside Link: Copy the URL of the page and paste it into the field. When linking to another website, use the open in new tab toggle.
    • Email: Type mailto: in front of the email address. 
  4. Click the Submit  button.

Adding an orange button

  1. Click the [+] button in the upper left hand corner.
  2. Select Code.
  3. Click the < > and select Custom HTML.
  4. Paste the following code…
    <a class=”button orange” href=”/resources/faqs/”>Read Our FAQs</a>
    • Replace href: If internal link, go to the page on site and select everything after .com. Copy and paste it in the code between the ““
    • Button Text: Instead of Read Our FAQs create a short, meaningful statement of where the button will lead. 
  5. Click the Submit  button.

Inserting Images / Managing Media

Images may be added by clicking on the Media > Library link in the left column, and uploading all at once for placement later by adding them one at a time while editing a page.

Adding Images while editing a page…  

  1. Place your cursor in the text above where you would like to show an image.
  2. Click the  tool and select add image . 
  3. Upload a new image, or select an image in the Media Library.
  4. Once an image is selected, fill in the details on the right.
    • Alt Text: Such as “Photo of doctor” for ADA Accessibility standards.
    • Title: Can leave as title of image that was uploaded to the system.
    • Caption: Text will appear below the photo if it needs explanation. 
    • Description: NA 
  5. Click Select then Update and test the page on the frontend.

Managing the Blog

Adding a blog post

  1. Click on Posts in the Dashboard.
  2. Click on the Add New button.
  3. Enter a title, and add content as you would on any other page.

Blog Management

In the Posts area of your site you can also manage blogs.

  1. Hover on a title and select one of these options…
    • Edit
    • Quick Edit
    • Trash
    • View
  2. Use keywords to search a post in the upper right (not shown in screenshot).
  3. Use Bulk actions to do things such as trash posts (not recommended).
  4. Sort by Date or Category (There is currently only one Blog category).

Managing Special Pages

Expandable text is used on the Benefits, and FAQ pages. Question and Answers on the FAQ are dealt with the same as Titles and hidden paragraphs on the Benefits page. They are in pairs, and numbered accordingly.

  1. Find the page and click Edit.
  2. Edit text as needed.
  3. To add a set – first, add your content at the bottom of the other expandable text…
    • Place your cursor on the “showhide-end” code that will appear above your new text.
    • Click the [+] and select the  heading block.
    • Make it an H3 heading, and type in your text.
    • Click the [+] and select the  Paragraph icon.
    • Type in your content.
  4. Next, add the code that will make it expandable…
  5. Find the [/] Shortcode above that refers to the title
    e.g.
  6. Use the menu to duplicate the shortcode.
  7. Use the down arrow to move the new block above the new headline.
  8. Update the id to the next consecutive number.
  9. Find the [/] Shortcode above that refers to the dropdown (paragraph) text
    e.g.
  10. Use the menu to duplicate the shortcode.
  11. Use the down arrow to move the new block above the new paragraph.
  12. Update the id to the next consecutive number to match the title.
  13. Click the Update button to save the page, and test the frontend.

Contact support@ideabankmarketing.com if you would like us to make the updates for you.

Notes

Quick Edit provides access to change…

  • Title
  • Slug: URL
  • Date: When published
  • Parent page
  • Order: NA
  • Template: Leave as is
  • Status: Published, Pending Review, or Draft

Non-editable items

Some items are built into the template and are not editable, such as the…

  • Contact Us Page
  • Anything in a grey box written in code should be avoided (no editing)

Image Preparation

  • When uploading images to the system, it will automatically adjust the image to
    web standards. 
  • If need be, you can crop the image within the system. This will override the original image.
  • Images are found in the Dashboard by going to Media > Library.