LEWIS & LLEWELLYN

WEBSITE SUPPORT

LOG IN

LOGGING IN TO WORDPRESS

To log in to your website’s WordPress dashboard, append “/wp-admin” to the homepage URL of your website and hit “enter” or “return” on your keyboard. For example:

MyWebsite.com/wp-admin

On the login screen, enter the username and password provided to you.

The WordPress login screen

PAGES AND MENUS

VIEWING YOUR WEBSITES PAGE LIST

To see all pages:

1. From your WordPress dashboard, select “Pages” in the left-hand menu.

2. Select “All Pages” in the “Pages” submenu.

3. All pages are listed here for review. You may toggle between “All” “Published” and “Drafts” or search for a specific page.

You may edit, delete, or duplicate a page through this menu.

Note that by default, this page will only show 20 pages. If you do not see the page you are looking for, you can search for it by using the search box near the top right of the page, or you may click to the next page of listings by clicking the “>” arrow toward the bottom right of the page.

Select “All Pages” in the “Pages” submenu
(Step 2)

The “Pages” page
(Step 3)

DUPLICATING A PAGE

To duplicate a page:

1. From the “Pages” page in your WordPress dashboard (see above), hover over the title of the page you’d like to duplicate.

2. Click  the ”Duplicate Page” prompt under the page title.

3. After the page reloads, you should find the duplicated page in your pages list with the word “Copy” appended to the original name.

4. You can then click on the page to edit it as you would any other page (see below, “Edit Content of a Page”).

Click the “Duplicate Page” prompt
(Steps 1, 2)

A newly duplicated page
(Step 3)

CREATE A BRAND NEW PAGE

To create a new page:

1. From your WordPress dashboard, select “Pages” in the left-hand menu.

2. Select “Add New” in the Pages submenu.

3. Type the page’s title in the field labeled “Enter title here” and then click the blue “Publish” button to the right to publish your page.

See “Edit content of a page” below for how to add and edit content on your new page.

Select “New Page”
(Steps 1, 2)

Publish a new page
(Step 3)

ADDING A PAGE TO THE MENU

To add a page to your menu:

1. From your WordPress dashboard, hover over “Appearance” in the left-hand menu and then select “Menus”.

2. In the box on the left-hand side of the page titled “Pages”, you can see a list of your recent pages. You can also click “View All” to see a list of all your pages, or click “Search” to search for your page name.

3. Select the checkbox next to the name of the page you’d like to add to your menu and then select click the “Add to Menu” button.

4. Your page should now be added to your menu along the right. You may click and hold the page to drag it into the position that you’d like within your menu. To create a sub-menu, drag the item under an existing menu item, then drag to the right to indent it under an existing menu item.

5. When finished, click the “Save Menu” button either on the top or bottom of the page.

The new page should now be in your menu.

Select “Menus”
(Step 1)

Select a page
(Step 3)

Rearranging pages in the menu
(Step 4)

EDIT OR REMOVE A PAGE FROM THE MENU

To edit or remove a page from your menu:

1. From your WordPress dashboard, hover over “Appearance” in the left-hand menu and then select “Menus”.

2. In the “Menu Structure” section, click the down arrow next to the menu item you’d like to edit or remove.

3. Edit the menu item by modifying the value in the “Navigation Label” field or remove the menu item by clicking “Remove”.

4. When finished, click the “Save Menu” button either on the top or bottom of the page.

Your edits should now be reflected in the menu.

Select “Menus”
(Step 1)

Expand the menu item you’d like to edit
(Step 2)

Edit the menu item and click “Save Menu”
(Steps 3, 4)

EDITING AND ADDING CONTENT

EDIT CONTENT OF A PAGE

To edit the contents of a page, select “Edit” when hovering over the page you would like to edit in your “All Pages” menu (detailed above).

After the “Edit Page” screen loads:

1. Hover over any element to display its green “edit” submenu.

2. Select the pencil icon to open the element’s editable options. You may also delete the element by clicking the trashcan icon, or duplicate the element by clicking the duplicate button.

3. If you are editing a text block, you can now edit its content directly and format it using the formatting bar. Other elements besides text boxes can be adjusted and updated, as well.

4. After you have finished making your edits, click the “Save Changes” button at the bottom of the popup window and then scroll to the top of the page and click the blue “Update” button near the top right-hand side of the page. This will update the live webpage with your edits.

The “Edit Submenu”
(Steps 1, 2)

Edit a text block
(Step 3)

Click “Update” to publish changes
(Step 4)

VISUAL COMPOSER OVERVIEW

OVERVIEW
Visual Composer lays the foundation of how pages on your website can be interacted with and edited on the back end of your website. Every page is organized into “rows” that run horizontally and “columns” that run vertically.

ROWS AND COLUMNS
Rows and columns can also be nested inside of one another and all content is built out within them. You may edit a row’s settings by clicking the pencil icon along the top right of a row and you may edit a column’s settings by clicking the pencil icon along the top-center of a column. You may edit how many columns a row has by hovering over the “Row Layout” button along the top left of the row. The “Row Layout” button features a set of lines and looks like a paragraph symbol. Details on how to add a new row to a page can be found in the tab below titled “Adding New Elements to a Page”.

REARRANGING EXISTING CONTENT AND ELEMENTS
Visual composer allows for easy rearrangement of existing content by allowing every element to be dragged and dropped into place. Select any element by clicking and holding over the element name or dragging its icon. While dragging, you may move the element to anywhere else within the page that you’d like.

DUPLICATING EXISTING CONTENT AND ELEMENTS
Visual composer also allows for the duplicating of elements that are already built out. Simply hover over an element and select the “duplicate” button (which looks like two squares). The newly-duplicated element’s settings and content will remain the same as the original element until you edit them. This is useful in allowing you to re-use already designed elements.

MAKING REVISIONS
After editing any elements or adding new elements to a page, you must click the blue “Update” button near the top of the page on the right-hand side. This will save and publish your changes to the page.

ADDING NEW ELEMENTS TO A PAGE

OVERVIEW
To add new elements to a page you are editing, click the “+” button closest to where you would like your new element to appear. Upon clicking the “+”, the “Add Element” popup window will appear. There are many different kinds of elements to choose from, each providing unique design and content options. For the purpose of our support, we will cover the five most commonly used elements below: Row, Text Block, Single Image, Spacer and Advanced Button. Feel free to experiment with any of the other elements not covered here as desired or needed.


1. ROW
Every element or block of content used on a page should be inside of a row. If you’re editing an existing page, the content is already inside of rows. If you’re adding a new section (whether to an existing or brand new page), you will want to start by creating a new row.

To add a new row to a page:

1. Click the + at the top left or very bottom of the “Visual Composer” section of your “Edit Page” page.

2. Select “Row” and then navigate to the newly added row in Visual Composer. Select the edit button along the top right of its section (The pencil icon) to edit the row settings.

3. Rows can be set to be “In Container”, “Full Width Background” and “Full Width Content”. If you are adding a background image, you’ll want either “Full Width Background or “Full Width Content” for it to display properly. You can also edit the background image, background color, text alignment and text color of the row from this menu. Once your settings are defined, click “Save Changes” at the bottom.


2. TEXT BLOCK

Text blocks are perfect for housing any copy you’d like to feature on a web page. They feature an editing toolbar to allow for full customization of the text you’d like to use.

To add a new text block to a page:

1. Click the + at the top left or very bottom of the “Visual Composer” section of your “Edit Page” page.

2. Select “Text Block” and enter your text in the “Text Block Settings” pop up window. You may edit your text with the text toolbar which includes options for font styles, paragraph alignment and multiple style editing controls. You may also click the “Design” tab to edit padding, margin, border and background color options. After any changes, click the “Save Changes” button at the bottom of the text block window.


3. SINGLE IMAGE

Single images allow for featuring images on  your webpage.

To add a new single image to a page:

1. Click the + at the top left or very bottom of the “Visual Composer” section of your “Edit Page” page.

2. Search for or select “Single Image” in the “Add Element” menu. On the “Single Image Settings” screen, click the “Set Image” box (with the green plus sign) to upload a new image or select one from your media library. Once you upload or select your image, click the “Set Image” button along the bottom of the pop up.

3. You may edit image alignment and animation options from the “Single Image Settings” popup.

4. When finished, select the “Save Changes” button and don’t forget to “Update” the page for changes to take affect.


4. SPACER

Spacers allow for adding spacing to a page between elements.

To add a new spacer to a page:

1. Click the + at the top left or very bottom of the “Visual Composer” section of your “Edit Page” page.

2. Search for or select “Spacer/Gap” in the “Add Element” menu. On the “Spacer/Gap Settings” screen, enter values for each screen size and then click save. A general rule of thumbs is for tabs to be approximately 1/2 of desktop and mobile to be 1/4 but tweak your values until it looks the way you want.

3. When finished, select the “Save Changes” button and don’t forget to “Update” the page for changes to take affect.


5. ADVANCED BUTTON

To add a new advanced button to a page:

1. Click the + at the top left or very bottom of the “Visual Composer” section of your “Edit Page” page.

2. Search for or select “Advanced Button” in the “Add Element” menu. On the “Advanced Button Settings” screen, you may edit the buttons title, colors, links, font and alignment options.

3. When finished, select the “Save Changes” button and don’t forget to “Update” the page for changes to take affect.

EDITING FOOTER INFORMATION

To add to or edit the content in your Footer:

1. From your WordPress dashboard, hover over “Appearance” in the left-hand menu and then select “Widgets”.

2. On the widgets page, click “Text” under “Footer Area 2” on the right-hand side of the page.

3. You may make edits to the Footer content by editing the content in this area. It’s a blend of code and content, so be careful to only edit the content and avoid making edits to the HTML/CSS unless you are familiar with it.

4. When edits are completed, click the “Save” button. The changes should now be reflected on your site.

Select “Widgets”
(Step 1)

Select “Text” under “Footer Area 2”
(Step 2)

Make edits and click “Save”
(Steps 3, 4)

FORMS

VIEWING YOUR FORM SUBMISSIONS

To see all form entries:

1. From your WordPress dashboard, select “Forms” in the left-hand menu.

2. Select “Entries” in the Forms submenu.

3. All entries are listed here for review. You may select a specific form to see only it’s entries by clicking “Switch Form” and then selecting from the dropdown on the top right hand menu.

Select “Forms” then “Entries”
(steps 1, 2)

The “Entries” page
(step 3)

DOWNLOADING YOUR FORM SUBMISSIONS

To download all your form entries in a .CSV file:

1. From your WordPress dashboard, select “Forms” in the left-hand menu.

2. Select “Import/Export” in the Forms submenu.

3. Ensure “Export Entries” is selected in the secondary left-hand menu (It should be selected by default).

4. Click “select a form” and choose the form whose entries you’d like to download from the dropdown menu.

5. Select the entry fields and date range you would like to export data from. Leaving the date range blank automatically selects all entries regardless of when they were submitted.

6. Select “Download Export File”. The file will now save to your downloads folder.

The “Export Entries” page
(Step 3)

Select a form
(Step 4)

Select your entry fields and download
(Steps 5, 6)

UPDATES

EDIT AN “UPDATE” POST

To edit an “Update” post:

1. From your WordPress dashboard, select “Posts” in the left-hand menu.

2. Hover over the title of the update you’d like to edit and then click “edit” underneath it.

3. Within the “Edit Post” page, you may now directly edit the title and post content.

4. When finished, click “Update” under the “Publish” submenu on the right-hand side of the page to publish your update with its edits.

Select “Posts”
(Step 1)

Select “Edit” under your chosen post
(Step 2)

Make edits and select “Update” to publish changes
(Steps 3, 4)

ADD A NEW “UPDATE” POST

To add a new “Update” post:

1. From your WordPress dashboard, select “Posts” in the left-hand menu.

2. Select the “Add New” button next to the “Posts” title at the top of the page.

3. Enter your title and post content in the respective title and content fields.

4. Select the category of your new update in the bottom right-hand “Categories” menu by selecting the appropriate checkbox.

5. When finished, click “Publish” under the “Publish” submenu on the right-hand side of the page to publish your update with its edits. It will now appear in your Updates list and on your Updates page.

Select “Add New” on the “Posts” page
(Step 2)

Select a category for the new post
(Step 4)

Click “Publish” to publish your new post
(Step 5)

ADD A FILE TO INCLUDE IN YOUR “UPDATE” POST

To add a file to include in a new “Update” post:

1. From your WordPress dashboard, hover over “Media” in the left-hand menu and then select “Add New”.

2. Drop your new file into the “Drop files here” area or click “Select Files” and navigate to the file you wish to upload.

3. Once your file is uploaded, select “Edit” next to the file name.

4. From the new “Edit Media” page that opened, select and copy the “File URL” located on the right-hand side of the page under the “Save” submenu.

5. Open the post page of the update you’d like to add the file link to (See above).

6. Highlight the text that you would like to add the file link to and select the “Insert/Edit Link” button in the editing toolbar (it looks like a chainlink).

7. Paste your copied file URL from step 4 into the link field, then click the “Gear” settings icon.

8. Select the checkbox next to “Open Link in New Tab” in the popup and then click update.

9. Click “Update” or “Publish” under the “Publish” submenu on the right-hand side of the page to publish your Update with it’s new file link included.

Select “Edit” next to your new file
(Step 3)

Copy the “File URL”
(Step 4)

Highlight your link text and click the “insert link” button
(Step 6)

Paste your copied link into the link field
(Step 7)

Select “Open link in a new tab”
(Step 8)

Click “Update” to publish your changes
(Step 9)

STAFF

EDIT/REMOVE A STAFF MEMBER ON THE STAFF PAGE

To edit or remove a staff member from your staff page:

1. From your WordPress dashboard, select “Ess. Grid Posts” in the left-hand menu.

2. Hover over the staff member you’d like to edit/remove on the Ess. Grid Posts page.

3. To edit a staff member entry, click “Edit” below their name. To remove a staff member entry, click “Trash” below their name.

4. Once on the “Edit Post” page, the staff member name is the entry title at the top and the staff member title is the “Excerpt” located at the very bottom of the page after scrolling.

5. The staff member image is the featured image along the bottom right of the page. Click on the image to edit it. Once in the “Featured Image” pop-up, you may drag a new photo anywhere within the popup to add a new photo. Once uploaded, select your new photo file and then click the “Set featured image” button at the bottom right of the window.

6. Click “Update” under the “Publish” submenu on the right-hand side of the page to publish your updated team member. The entry updates should now appear on the “Team” page.

Click “Edit” below a staff members name
(Step 3)

The “Edit Post” page
(Steps 4, 5)

The “Featured Image” pop-up
(Step 5)

ADD A NEW STAFF MEMBER TO THE STAFF PAGE

To add a new staff member to your staff page:

1. From your WordPress dashboard, select “Ess. Grid Posts” in the left-hand menu.

2. Select the “Add New” button next to the page title “Ess. Grid Posts”.

3. On the “Add New Post” page, add the staff members name for the entry title at the top where it says “Enter Title Here”.

4. Add the staff member title as the “Excerpt” located at the very bottom of the page after scrolling.

5. Add the staff member image by selecting “Set featured image” under the “Featured Image” submenu along the bottom right of the page. Once in the “Featured Image” pop-up, you may select an existing photo from the site or drag a new photo anywhere within the popup to add it to your library. Once uploaded, select your new photo file and then click the “Set featured image” button at the bottom right of the window.

6. Select the checkbox next to “Team” in the “Custom Categories” section.

7. Click “Publish” under the “Publish” submenu on the right-hand side of the page to publish your new team member. The entry should now appear on the “Team” page.

Select “Add New” on the “Ess. Grid Posts” page
(Step 2)

Set the “Featured Image”
(Step 5)

Click “Publish” to publish your new staff member
(Step 7)