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Agenda WP Introduction 10-11 Break for 10 mins Wordpress CMS 10:10 - 12:30 - Training - Task Break for 10 mins Mailchimp 12:40 - 13:30 - Training - Task Questions Confidential 2
Wordpress Introduction What is Wordpress? Wordpress content types Understanding the difference WP dashboard Confidential 3
Hypertext Preprocessor is a programming language Open Source CMS are a originally designed for web collaborative effort, created development. and maintained by a global community of developers. What is Wordpress? WordPress is an open source content management system (CMS) based on PHP and MySQL. It is the most widely used CMS software in the world, and as of May 2019, it powers more than 30% of the top 10 million websites and has an estimated 60% market share of all websites built using a CMS. A database is a structured collection of data. A content management system programs that are used to create and manage digital content. Confidential 4
WP introduction | Content types Posts Articles that get written and published to your site — posts are included as part of your archived site. SFC publish these as ‘News’ Pages Static, individual pages do not get published and archived as part of the site on your site; rather are used as standalone pages to publish items like an “About Me” page. Categories File your blog posts into different topics. Pages Define micro-categories for your posts by using tags to define extended keywords to help your readers locate posts on your site relevant to the topic they want to read about. Gallery Upload photos or images and create photo galleries, or a portfolio of images. Media Upload audio files for podcasting, or video files for video publishing. Even upload files like PDFs or Microsoft Word documents to provide downloadable content, like e-books or manuals. Confidential 5
WP introduction | Understanding the difference between pages, posts and portfolio Pages Post Portfolio Pages are usually those which have a static Posts usually contain semantically and Portfolio content type will let you purpose in life. For example, an about chronographically arranged information – for manage all your portfolio projects in one page, or contact forms. They do not usually example, news reports, event results, and of place. It also gives you a number of contain information about news items, for course blog entries! The semantic structure is different ways to display them on your example, which are frequently added to defined by categories and tags. Pages will site, in feeds that pull through to other the site. only be displayed when you link to them pages on your site. directly and never within your RSS feed. Confidential 6
WP introduction WP dashboard Each of these different content types Posts can be found from the Wordpress Dashboard. Pages Posts News section Pages Website pages Portfolio Partner profiles, Making changes Portfolio Confidential 7
Wordpress CMS | Logins Link http://sistersforchange.org.uk/wp-admin Username Sisters for Change Password qQ0YErS1E&NObS)5I$SiHV3y Confidential 8
Wordpress CMS | Individual Logins Username Username Helina Shebeshe Dara Meunier Password Password vLlWrh6QzbWqkf5MQ@m5j@os dAuRRrZWch73GxY%@zWMwf#) Username Username Sarah Livesey Amy Macmillan Password Password xs)9yaQ@RruzF77SptwJJIAY lA6ssLUX*b8Z7uFs&Al$2Oj@ Confidential 9
To add a new post When you hover click the edit button that shows Navigate to posts from the dashboard Navigate to the pages from the dashboard > posts Latest news Overview To edit a post When you hover click the edit button that shows Confidential 11
Latest news post | Adding a new post Step 1 Enter a post name and click on ‘backend editor’ Step 2 Click on the ‘saved template icon’ and on 2”News_No_Video’ template click the + sign. This will populate the post with placeholder text. Update the content with the new. Step 3 Give the post a category Confidential 12
Latest news post | Adding a new post Step 4 Upload a featured image (dimensions 730x365px) Step 5 Below the page content, the header options need to be set to ‘fancy title - transparent - from theme options Step 6 Make sure the page title is set to font color #2d2b2b. Step 7 Background colour #e0d6eb Step 8 Update and publish Confidential 13
Latest news post | Adding a new video post Step 1 Click on the ‘backend editor’ button Step 2 Click on the ‘saved template icon’ Step 3 We have created the video template called “1_news_with_video’ - click on the plus sign - this will populate the page with placeholder content which needs to be updated. Confidential 14
Latest news post | Adding a new video post Step 4 Click on the pencil on the video block Step 5 Replace the youtube link with the new youtube link. Step 6 Complete steps 3 onwards from adding a new blog section Confidential 15
News | Adding a new post with external author Step 1 Click on the ‘backend editor’ button Step 2 Click on the ‘saved template icon’ Step 3 We have created the video template called “9_news_with_external author’ - click on the plus sign - this will populate the page with placeholder content which needs to be updated. Confidential 16
Latest news post | Editing a post Step 1 On hover, the edit button will appear. Click the button Step 2 Click on the pencil icon in the green box Step 3 Update the content and click save. Update the page Step 4 Complete steps 3 onwards from adding a new blog section. Once this is done, you need to update the author at the bottom of the post. Scroll down and select ‘External Author’ from the dropdown. Confidential 17
Step 1 Navigate to the pages from the dashboard > pages Resource centre Overview Step 2 When you hover click the edit button that shows Confidential 18
Editing this section: Resource centre | Child pages Update the copy Go to the bottom of the page, edit the custom title here Update the image Click the cross on the image. Then upload new image here. Dimensions are: 1440x510px Confidential 19
Editing this section: Resource centre | Hub page Blocks To edit an existing block Click on the pencil icon in the desired block. Add a new block Duplicate an existing row. (Make sure the block are the alternate colours). Update the content, If only one block is needed, click the ‘X’ on each individual item within the columns. Confidential 20
Editing this section: Resource centre | Child Pages Editing the tabs Click on the tab you wish to edit. And click on the pencil in the orange block. Update the name and save Updating text within sections and section names SECTION NAME: Click the pencil icon within the orange block. Edit and update. TEXT: Click the pencil icon within the green block. Edit and update. Editing accordions Click on the + next to the accordion that needs to be updated. Confidential 21
Editing this section: Resource centre | Child Pages Add a new tab Duplicate the previous tab and rename by clicking the orange pencil. Update all content within the tab. Add a new accordion section Open the last accordion and click the duplicate icon. Update the name of the accordion and the text within. Confidential 22
Editing this section: Resource centre | Reports & briefing notes Upload the PDF to the media library Please keep the PDF to the lowest file size you can, we normally aim for a max of 3mb. Add a new accordion section Click on the duplicate icon FOR BOTH THE TEXT AND THE BUTTON. Update the name text and the button link.. Confidential 23
Step 1 Navigate to the pages from the dashboard > pages Homepage Overview Step 2 When you hover click the edit button that shows Confidential 24
Homepage | Overview To edit this row To edit this row These rows are populated automatically Confidential 25
Editing this section: Homepage | Main Blocks Step 1 Click on the white pencil icon on hover Step 2 A pop up shows up, with an editor. Make the required changes and click save. Step 3 Once the changes have been made the page needs to be updated Confidential 26
Editing this section: Homepage | Main Blocks Step 1: Dropdown header You need to find the orange bar and click on the edit icon. Once the pop up has been edited, click save. Step 3: Dropdown copy Step 1: Dropdown copy Step 2: Dropdown copy Edit the text here, without Click on the edit icon on the Because the text is white, removing the code. Click green row. you won’t be able to see it. save and update the page. So click the ‘text’ tab on the right hand side. Confidential 27
Editing this section: Homepage | Rev Slider - Text update Step 1 From the dashboard, navigate to ‘The 7 Slider Revolution.’ Step 4 Make sure the changes work when responding on different screens Step 2 Double click on the desired banner. Step 5 Click save in the top Step 3 right hand corner Double click on the text. Edit in the pop up and click the green tick above when done. Confidential 28
Editing this section: Homepage | Rev Slider - Image update Image dimensions 1440x650px Step 1 From the dashboard, navigate to ‘The 7 Slider Revolution.’ Step 4 Select image or drop new image into the library. Step 2 Double click on the desired banner. Step 5 Click save in the top right hand corner Step 3 Click on media library Confidential 29
Wordpress Tasks #1 Create a video blog post #2 Add a new article to the resource centre Confidential 30
Task #1 Create a new ‘Video News Article’ from the below brief: Title {your name - test blog post} H2 Lorem ipsum dolor sit amet, consectetur adipiscing elit, Paragraph Text Lorem ipsum dolor sit amet, consectetur adipiscing elit, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud Lorem ipsum dolor sit amet, consectetur adipiscing elit, Video https://www.youtube.com/watch?v=wAicZHMQEfA Featured image In provided folder Category SFC news Once completed, please click the ‘save draft button’ Confidential 31
Task #2 Add a new article to the BME & Migrant Women Research tab in the research and toolkits uk section (resource centre) - I have set up a test page for you to work in called ‘UK RESEARCH AND TOOLKITS TEST’ Title {your name - test article} Paragraph Text Lorem ipsum dolor sit amet, consectetur adipiscing elit, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud Lorem ipsum dolor sit amet, consectetur adipiscing elit, PDF document Please just use a PDF that is uploaded to the website already (we don’t want to add more weighty PDFs if we don’t need them)) Once completed, please click the ‘preview button’ Confidential 32
Mailchimp Introduction into Mailchimp Building a campaign #3 Create a newsletter Confidential 33
Mailchimp | Login Link http://sistersforchange.org.uk/wp-admin Username agordon@sistersforchange.org.uk Password rockeFELLER22 Confidential 34
Mailchimp | What is Mailchimp? No need to download an application/programme, the whole ESP is hosted online Mailchimp is a web-based marketing platform, that allows you to share email campaigns with interested parties. At its most basic, Mailchimp sends out automated messages via email, in the form of newsletters or campaigns. Confidential 35
Mailchimp | Mailchimp terminology Mailchimp uses words that are a little different from common terms so you might want to have a read of these common terms first. ● Opt-in - This the way people sign up to your mailing list. i.e. filling out a form on your website. ● Subscriber - This is a contact in your list. These people have opted-in to receive emails from you. ● List - Where you store all of your subscribers’ information. ● Campaign - An email you send to your subscribers. Otherwise known as a Newsletter. ● Template - This is the layout for a campaign. You can customise these or design your own. ● Report - An overview of each campaign’s performance. Confidential 36
Mailchimp | Steps to building a campaign 1. Pick your template 2. Add your content 3. Add your list 4. Hit send We have templates for all You can see all your Once you’re happy with your This is the moment of truth. Not to types of messages—pick updates in real time so email, you choose who it will go to, worry, we’ll make sure everything’s one based on your goal or it’s easy to see how it’s whether that’s all your subscribers good to go on our end before we a look you’re going for. coming together. or one small segment. send it out the door. Confidential 37
Mailchimp | Where to start Start from scratch Save a template Select the basic template that best matches Instead of starting over every time the layout you’d like to use, then use the drag you send an email, create a and drop editor to add other content and template you can use and modify apply colors and styles. again and again. Confidential 38
Mailchimp | Mailchimp plans Below is the selected package, what you can expect from Mailchimp’s service within the package Free plan Essentials plan Standard plan The Free plan includes up to 2,000 contacts The starting price includes 500 contacts, and the ● The base price includes 500 contacts, and and 10,000 sends per month, with a daily send price increases with audience size. With the the price increases with audience size. With limit of 2,000. Here are a few of the features the Essentials plan, you can store up to 50,000 the Standard plan, you can store up to Free plan offers: contacts. Your monthly send limit is 10 times your 100,000 contacts. The monthly send limit is audience size tier. Here are a few features 12 times your audience size tier. Here are ● 1 audience included in the Essentials plan: some of the features that come with the ● 1 seat, with Owner permissions ● 3 audiences Standard plan: ● A few basic email templates ● 3 seats, with Owner and Admin ● 5 audiences ● Single email automations permissions ● 5 seats, with Owner, Admin, Author, or ● Basic reporting ● All Mailchimp email templates Viewer permissions ● A/B testing Scheduled email campaigns ● Retargeting ads Series automations ● 24/7 access to email and chat support ● Custom-coded email templates ● Customer lifetime value ● Send time optimization Confidential 39
Mailchimp | Tips on building a campaign Ways to improve user engagement, results from A/B testing through Mailchimp Focus your message Be concise Create a hierarchy Break it up Links Some of the most effective Reduce the length of Put the most important Use headings and bulleted If you have a lot of info to emails have one clear your email until you information first lists to divide content into convey, link your website for message can simplify no more sections, this helps scanners subscribers can learn more. Confidential 40
Mailchimp | Understanding the dashboard Where to create a Your email list Where images new campaign or (subscribers) are kept see old ones Where the See results email templates previous Create an email are kept campaigns campaign Confidential 41
Mailchimp | Create a campaign Step 1 Add a campaign name and click begin. This is just for your reference - the recipient will not see this. Step 2 Choose the list to send it too, you can send to a custom mailing list which you will need to set up. Details to follow) Confidential 42
Mailchimp | Create a campaign Step 3 If you would like to personalise the “to” field, you can here. *{FNAME}* will pull the first name from the data we have from the sign up Step 4 Enter the subject line and the preview text. This will come through as the example above. Confidential 43
Mailchimp | Create a campaign Step 5 On the tab menu, select saved templates and select the SFC_newsletter. A template we have set up for you specifically for newsletters Step 6 Edit the content, when you select a section, the editor will show on the right. Please note, if the text is white, it will show white in the editor box (example to the left) Confidential 44
Mailchimp | Create a campaign Step 7 Each section will be editable, by clicking the edit icon here Step 8 Where an image is featured, the image dimensions are displayed below the name so you can resize the images to the required size. Confidential 45
Mailchimp | Create a campaign Step 9 Add all of the required links. To add links to: ● An image: Click on the link button below the image. ● Copy: Highlight the text to link and click the link button. Once the link buttons have been selected. The pop up will appear, where you add the link and click insert. Confidential 46
Mailchimp | Create a campaign Step 10 Once the whole email has been amended, you MUST test the email before sending to your email list. Make sure that all links work and are correct. Step 11 Add the email addresses into this field who you want to send a test email too and click send test. Please note, due to the fact that MailChimp adds ‘Test’ to the subject line (so it is obvious it is a test), normally the email platforms will mark the tests as junk, so please check your junk emails for the tests. Confidential 47
Mailchimp | Create a campaign Step 12 If you need to go back into your email after the test to make amends, the email will be kept in the campaigns tab in the navigation Step 13 To edit the template, or schedule the email, click the edit button. When you go into the edit, you can make changes by clicking into the design. Confidential 48
Mailchimp | Create a campaign Step 14 To schedule the email, click on Schedule in the top bar. Once clicked, this pop up will appear. Choose the time and date that you would like your email to be sent and click ‘Schedule campaign.’ Confidential 49
Mailchimp | Segmentation To target a specific group in your contacts, ie recipients within X miles of Brighton, we can create a list which will mean that you can target them in an email campaign. Step 1 Step 2 Navigate to the audience section in the Select segments navigation. Go to the dropdown. Confidential 50
Mailchimp | Segmentation Step 3 Step 5 Create the algorithm of which you wish your list Review the preview of the recipients that have to focus on. been put into that segment Confidential 51
Mailchimp | Segmentation Step 6 Give the segment a name and click save. Once this has been saved, you will be able to select this list when you are creating a campaign within the campaign lists. Confidential 52
Mailchimp | Segmentation Here is an example of how to retarget recipients who didn’t open the last few emails that were sent out. You could use this to test a new subject line. Confidential 53
Task #3 Unfortunately, as we have a free MC account, we can only have one user, we should be able to work in the creator at the same time, but make sure the name of your campaign has your name in it Subject Preview test {your name - test article} Lorem ipsum dolor sit amet, consectetur adipiscing elit, Main image Use the image in the folder supplied Header Example newsletter Paragraph Text Lorem ipsum dolor sit amet, consectetur adipiscing elit, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud Lorem ipsum dolor sit amet, consectetur adipiscing elit, Read more (don’t forget to link the new links to the website) Remove the rest of the email. Send a test email to charlotte.thorns@addmustard.com and save and exit Confidential 54
Questions? Confidential 55
Thank you Contact design@addmustard.com Confidential 56
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