Training - Marketing Site
Hi
Morgan
Paul
Marysia
Liam
Thanks for the call today! Here is the recording and some notes:
To Login:
Go to new.investorstatelawguide.com/wp-admin and use your credentials to login.
Edit Pages
Morgan
Paul
Marysia
Liam
Thanks for the call today! Here is the recording and some notes:
To Login:
Go to new.investorstatelawguide.com/wp-admin and use your credentials to login.
Edit Pages
- Go to dashboard in upper left hand corner and then pages (on left hand side in menu)
- Select page you would like to edit
Resources & events landing page
- Banner content - located about halfway down page. You can add a CTA through the Call to Action section right below. Click the pen to the right of the link to edit.
- Call to action for most recent webinar - Located below 'template: resources & events'
- Secondary Body - contains personal online tutorials but can be changed using the body field.
- Events - Title, date, image and description fields available. Images are resized within the theme. To add another event, click "add Row". To remove, click the '-' button on the right hand side. "Remove row" will pop up.
Product Page
- Introduction - Title, content fields.
- Description - editor, image, link
- Features Slider - icon, text
About ISLG Page
- About ISLG section at very top of page is first section of content in template
- Add/remove people - go to team menu on left hand side. To edit a person, click their name. Here you can add their bio, photo, position, company, taxonomy term (editor, legal analyst, team member)
Testimonials
- 2 separate sets of testimonials. All testimonials are stored in the same place.
- To edit each testimonial, click on the title of the testimonial
- To delete move to trash (on right hand side)
- Ind. can add this functionality to any template
Knowledge Centre
- Articles are pulled onto this page
- -- Indicate nested under the knowledge centre
- To create a page nested under an article, select page attributes on the right hand corner and select which parent page it should be under. The breadcrumbs will reflect this relationship.
- Article pages have drag and drop functionality
Next Steps:
- Savannah, Mel, Steph to scope out Search functionality
- Schedule knowledge centre specific training once more content has been written
User Roles:
I added a test user under my email with the editor role. This is all the functionality permitted under this role. Looks like they are able to edit all pages but cannot add others users. Let me know if you'd like me to switch the current users role (aside from yours).
I added a test user under my email with the editor role. This is all the functionality permitted under this role. Looks like they are able to edit all pages but cannot add others users. Let me know if you'd like me to switch the current users role (aside from yours).
Marysia
Savannah
Also, I've checked out https://www.canva.com/ and it looks like this will serve as well.
Thanks,
Morgan