Wordpress is constantly coming out with new features, themes and visual editors. But there are a few key things that remain the same. The purpose of this knowledge base article is to give you a high-level overview of how to log in, find and edit one of your pages in Wordpress. Good luck and happy editing!
Before we get started, please be aware that it's always a good idea to make a backup of your site prior to making any major changes. Major changes include adding plugins, modifying code that you are unsure of its function or updating Wordpress or your theme. It is best to work with your theme developer or web team to make sure these things are handled correctly. If you're unsure of how to make a backup or need help, you can always reach out to us and we'll be happy to provide you a quote for assistance.
Now, on to the fun stuff!
1. Access your site's login screen for Wordpress. Typically this looks like www.YOURDOMAIN.com/wp-admin
2. Log in. You'll be looking at what they call your Dashboard.
3. On the left hand side menu, you'll see "Pages" Hover over that and click "All Pages"
4. Find the page you want to edit. You can search using the search function in the top right corner of this screen.
5. Hover over it and click on "edit"
6. From here, make sure you're on the Visual tab in the editor (unless you need to add HTML, then you'll want to be on the Text tab. If you're adding raw HTML to your page, you probably don't need this walk through though)
7. Once you've made it this far, it's just a matter of finding your content, making your edits and hitting "Update" on the right hand side of the screen.
Pages and Posts come with a "revisions' tool that allows you to revert back to any previous layout or content in the event that you make a mistake.
You can always undo content changes using this method.
If you're using Visual Composer, which is a common editor used in most modern day themes, you'll add these steps to your editing process:
To edit text, find the appropriate text box and hover over it
1.Click on the pencil icon
2. Edit the text and hit “Save”
3. Click on “update” on the right hand side of the screen.
To Edit Images:
1. Follow steps 1-5 from above
2. Find the image you want to edit.
3. Hover over it and click the pencil icon
4. Click the Red “x” on the current image
5. Click the plus sign
6. Select your image from the media gallery or upload a new image
7. Click “insert into post” at the bottom of the media gallery page
8. Once image thumbnail appears in the box, click “save”
9. Click “update” on the right hand side of the screen.
If you're using the X Theme, which uses Cornerstone as their editor, you'll add these steps to your editing process:
1. Click on "Edit with Cornerstone" from the All Pages screen mentioned above
2. From here, scroll down to the item you want to edit and click on it. The cornerstone editor will pop up on the left side of the screen.
3. Make sure you're on the "elements" tab
4. For text boxes, you should see the text editor appear below
5. For accordions and the like, you'll have to open each individual item.
Once you get going you'll see that the same principles and process apply across the board whether you're editing pages or posts.
If you're using the ThimPress Charity Website, You'll follow these steps and take these considerations:
1. Find the row and element you want to edit. Hover over it and click "edit"
2. Make your edits accordingly. When completed, hit "Done"
MAKE SURE TO CLICK "UPDATE" ON THE PAGE YOU'RE EDITING ONCE ALL CHANGES HAVE BEEN MADE
For Images:
1. Find the image element you want to edit
2. Click on "edit"
3. Click on the "Image" area and either upload or replace the file in question.
4. Click "Set Media"
A few notes specific to the Charity theme visual composer:
1. Each widget and row element comes with a set of controls that allow you to design the look and feel as well as the layout.
2. Rows allow you to decide if it's a single column, multi-column, etc. and you can dictate the size of each column simply by changing the value
3. Rows and widgets also allow you to change the background color, font color, etc. specific to that element.
Pages and Posts come with a "revisions' tool that allows you to revert back to any previous layout or content in the event that you make a mistake.
You can always undo content changes using this method.
You'll start to notice that all elements within your site tend to follow the same pattern: Navigate to the section you want to modify using the left hand menu in your dashboard and follow the prompts (Add New, Edit, etc.).
Let's take a look at how a Portfolio item is added:
1. Navigate to "Portfolio"
2. Click "New Project"
3. Enter a title and any description you'd like to show
4. Pick your project type from the right hand side of the screen (this is specific to the type of media you're uploading, i.e. an image, a video, etc.)
Come down to the bottom of the page and define your portfolio type. The default choice is an image but this can be modified to reflect a video or slider.
If you're uploading an image, you can leave these settings as they are. Just click on "Upload image" and choose your photo.
If you want to use a video, select "Video" from the dropdown on the "Portfolio Type" option and choose "Video"
Paste the URL of the video in the to the box, choose either YouTube or Vimeo depending on where the video is hosted and click "Publish" (if this is a new project) or "Update" in the top right hand corner of the page.
