Last Updated: September 27th, 2018
Let’s take a step-by-step tour through your WordPress site and see how the different functions work and how to make your new site your own. During the first part of this tutorial, please don’t change anything within the program unless it is part of the tutorial. After following these steps, you’ll soon be changing everything.
Follow the steps below to access the dashboard of your WordPress website and begin managing your website.
Begin by logging into the “administration area” or the back end of your website. Visit your site’s login page by placing “wp-admin” after your domain name (e.g. https://www.soundexchange.com/wp-admin).
If for whatever reason you do not remember your username and password, you can recover this information by clicking Lost your password? in the login prompt screen.
Two-factor authentication adds another layer of security to your site that requires not only a password and username when logging in but also a passcode that you can only generate on your smartphone. Using a username and password together with a piece of information that only you can access makes it harder for potential hackers to gain access to your website.
For more information on two-factor authentication, check out the entry in the WordPress Codex.
Navigate to your profile page to enable two-factor authentication, as well as sync their account with the Google Authenticator app. Scroll to the bottom and click Enable.
You’ll then see this screen:
Follow the steps by downloading Google Authenticator for your phone, scanning the barcode, and entering the six digit passcode that the Authenticator app generates.
Click Verify and you’re all done!
Next time you log into your website after you enter your username and password, you’ll be asked to enter a passcode. Just fire up the Google Authenticator app on your phone and enter the passcode.
The Media Library is where you can manage your images, audio, videos, and documents all in one place.
If you would like to upload a graphic, such as adding a picture to your post, then you must first upload the content to the Media Library.
This section will describe how to use WordPress’ image editor to update the size of images uploaded to your Media Library.
NOTE: If an image is saved in the media library and already in use, do not update this image. It will also update it in other sections of the site. Add a duplicate and resize from there.
A featured image is the representative image for posts, pages, or custom post types.
Posts allows you to manage and edit your posts usually this is where your blog posts are. These are used similar to how you create/edit pages.
Galleries allows you to add an image gallery
News allow you to add and manage new items
Team Members allows you to add blog author contributors and customize their profile
Events allow you to add and manage your events
You will be able to add tags + categories for each of the content types that are applicable to your site (exp. News, Team Members, Events, etc.)
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.
Blank Spacers allow you to add space in between elements horizontally. You can customize the space size (px) by screen resolution as well
Button allows you to add different based on size, color and other customize features.
Code snippet lets you to add HTML or CSS code to the page without WordPress changing the format.
The divider element can be used as a visual separator of content
The image element does exactly what it sounds like - allows you to add images
Raw HTML & JS allows you to add code straight into the page through this Page Builder element
The Team element is a feed for the team content type. You can filter the feed through categories if you wish.
The Team Member element allows you to add individual team members to the content.
The Text Block element allows you to display plain text or HTML markups on the page
The Video Player allows you to place videos into your content
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.
Note: in order for an item to be included in the menu, it needs to be a published page.
Oops! We could not locate your form.
Oops! We could not locate your form.
Adding a Redirect rule will allow you to set a custom domain URL that will forward visitors to another URL
TablePress allows you to add and manage your tables
This allows for the collecting of user activity on the site.
Tracking code can be added in the Settings > Tracking Code Manager plugin page
More specific information based on the tracking code provider can be found at the following:
Facebook Pixel: https://www.facebook.com/business/help/952192354843755
Google Analytics: https://support.google.com/analytics/answer/1008080?hl=en
Google Tag Manager: https://developers.google.com/tag-manager/quickstart
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.
Content (Tab that looks like a traffic light)
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.
H1, H2, H3
Image ALT tags and filenames