New to WordPress? Don't worry. This presentation helps you to understand every aspect of the most used blogging platform - WordPress. We've also prepared an infographic with all the keyboard shortcuts in WordPress. This is very useful for anyone having a WordPress blog or website. You can check it here: https://www.techwyse.com/blog/website-design/wordpress-tips/
2. WordPress is the most used
blogging platform in the world. It’s
simplistic and customizable nature
make it easy for anyone to become
a blogger.
Nowadays, most businesses have a website
or blog. For businesses looking to build their
presence online, having a blog can
significantly influence ranking and drive traffic
to your website. In this presentation, I’ve
listed 10 WordPress tips that will make this
popular platform easy to use.
3. Login to WordPress Admin
The first step to setting up your WordPress account is to access the admin panel and
login. You can access the admin panel by adding “wp-admin” to your website address
in the address bar.
Here’s an example: http://www.yourwebsite.com/wp-admin
4. Familiarize yourself with the administrator toolbar, main navigation, work area and
its widgets. In default, the WordPress dashboard contains 5 different widgets. They
are:
1. Welcome
2. At a glance
3. Quick draft
4. Activity
5. WordPress news
Understanding Dashboard Features
5. Welcome
Here you can find some of the most important links to set up your WordPress site.
6. At a glance widget shows a brief summary about your WordPress website. This
includes the number of posts, pages and comments. Clicking on the link will take
you to the respective page of each metric. The bottom of this widget shows the info
about WordPress version and the active theme on your website.
At a Glance
7. You can use this widget to create a quick draft for easy publishing. Save this post to
drafts after you enter the post title and the content. Once you save the post to
drafts, it will be listed in the bottom of this widget. Just click on the post title to open
it in the editor.
Quick Draft
8. Here you can see the recent activity on your website including scheduled posts,
recently published posts, recent comments received and options to moderate them.
Activity
9. Here you can see the latest news from the WordPress official blog. Check this
section frequently to stay updated on WordPress related news.
WordPress news
Tip: You can also customize the widgets on your dashboard. The screen options drop-down provided at the top right corner will
allow you to choose which widgets you want to see. Simply deselect an item to remove it from your dashboard.
10. 1. Page Vs Post
In WordPress, posts are dynamic entities that are listed in reverse chronological
order. Posts are social and have options like social share buttons and comments.
Posts are also updated in your RSS feed.
Page refers to a static web page that doesn’t have options like social share buttons
and comments. Examples of static pages are your website’s “about us” page,
“contact us” page, landing pages and so on.
Understanding Basic Features of WordPress
11. 2. Permalinks
The static URL of your individual posts are called permalinks. This URL is
permanent and will not change – hence the name. WordPress supports different
permalink structures that you can choose from the settings [Dashboard > Settings >
Permalinks].
You can also define a custom permalink structure for your posts. If you wish to use
a custom structure, then you can use the structure tags along with your website’s
root domain.
Eg: http://yoursite.com/%postname%
12. 2. Content Visibility
WordPress has an access control feature called content visibility which allows you
to decide who can see the pages or posts you publish. The default visibility setting
for your posts and pages will be public. You can change the visibility settings from
the edit screen
Public: The post/page will be visible to everyone once it is published. This will be the
default option for your posts.
Password protected: Choosing this option will prompt the user to input a password
to view the post. If someone tries to access the protected page then he/she will be
asked to input the password first.
Private: You can use this option to hide a post from the public completely.
13. This is a very useful feature if you publish long content on your website. Multi paged posts
helps your website visitors to read lengthy articles in a sequence of pages.
You can split a post into multiple pages by adding the <!––nextpage––> tag wherever you
want to start the next page. However, for some WordPress themes, the pagination will not
show up even after you add this tag. In such cases the following tweak can be used.
Find the single.php file within your theme files (wp-
content/themes/<yourtheme>/single.php)
Add the following line of code into the loop:
<?php wp_link_pages(); ?>
Multi-paged Posts
14. It’s important to know how to create posts and publish them on your website, as well
as how to delete and unpublish posts.
Start creating a draft from the Quick draft option provided in the dashboard or from
the main menu (Dashboard>Posts>Add New).
You will be directed to the edit screen where you can edit everything associated with
the post. Insert images wherever necessary using the Add Media button.
Creating New Posts
15. This includes adding media files, categorizing posts and creating featured posts. As
well, optimizing your posts for search engines will help you boost your ranking on
SERPs.
Adding category and tags
Using categories can help you group your posts. All you need to do is use the
appropriate category and tags for your post. This option can be found on the right
side of the edit screen. Select multiple categories if you want and add any new
categories you like.
Optimizing Posts
16. Adding a featured image
The next step is to select a featured image to represent the blog post. It would be
ideal to use landscape resolution for the featured image. You can upload a high
resolution image using the file upload option provided on the right side.
There is also a Preview icon that you can use to check how the post appears on
your website when published.
Once you’re done editing your post, you can publish it immediately or schedule it to
be posted at a specific time. To schedule the blog post, use the edit option provided
next to Publish immediately in the Publish tab.
17. This will be very useful if you want to add a new section to your website. The
method of creating pages is similar to that of creating posts. Keep in mind that a
page displays static content while a post displays dynamic content.
There is an option called Pages provided on the admin panel menu. Just hover
above it and click Add new.
You’ll be directed to the edit screen which is similar to the post edit screen. You
need to fill in a title for your page and change the permalink for your page, if you
prefer. Next, add the content and other required media.
Creating New Pages
18. Creating New Pages (Continues..)
Fill in all other information just like we did in the edit post page. You can also set a
featured image for this page.
The next step is to edit the page attribute options. In this section, you can select a
parent page if the new page comes under any other pages.There is also an option
to select the page template. In default, all the pages on your website will inherit the
default page template, but some themes come with multiple themes for pages and
you can select different templates for different pages.
Once you’re done with all the editing, you can either publish it immediately or
schedule to be published later (like a post).
19. Plugins add functionality to your website. You can access the plugins page from the
dashboard menu which will list all the plugins installed on your website. Each listing
has options like deactivate, edit, delete and so on. If there is a new version for the
plugin available, you can update it directly from this menu.
To add a new plugin into your website, click on the Add new option in the plugins
menu.
This will take you to the plugins directory where you can find and install new plugins.
If you click on the Install now option, the plugin will be installed automatically, but
you have to activate it in order to use it on your website.
Installing Plugins
20. You need to understand all the different user roles in WordPress. Learn how to set
up different permissions to each user. This will be useful when you add new
users/contributors to your website. WordPress supports the following user roles.
Administrator: Users having full privileges on your website.
Editor: Users who can publish and manage posts that includes posts of other
users.
Author: Users who can publish and manage their own posts.
Contributor: Users who can create posts but can’t publish them.
Subscriber: Users who can manage only their profile.
Understanding User Roles
21. Super Admin: Users having full privileges on your website network. This is
available only to WordPress multisite.
You should be very careful when assigning user roles and permissions when adding
new users to your website. You might not need to give full privileges to all those
users.
22. Make sure you monitor and respond to comments that visitors leave on your
website. Once you click on the comments page from the admin panel you’ll be able
to monitor and moderate all your comments from a single window. You can perform
actions like approve, reject, move to trash and mark as spam. If you want to make
changes to a comment before approving it, simply click on the edit option. You’ll be
taken to the edit page where you can make changes to the comment and its status.
Always respond to comments on your posts by adding replies. Regularly replying to
comments will help you maintain a healthy relationship with your audience.
Responding To Comments
23. Before you update WordPress, check your current version and plugins and
determine if it’s necessary to update. You can find outdated plugins and update
them through the admin panel.
I would advise you to always have a backup of the entire website. This way, you can
just revert back to the old version if there is any issues with the update. A complete
guide to backing up your WordPress website and its database can be found here.
Once you’ve backed up everything, you can access the updates page by clicking on
the Updates option in the admin panel menu. If there is a new version available,
you’ll find an Update now button.
Updating WordPress
24. Updating WordPress (Continues..)
After you update WordPress, you can update all your plugins by clicking on the
Update plugins button provided on the same page.
Loved this tips? we’ve created a cheat sheet of keyboard shortcuts to help the non-
tech savvy entrepreneurs navigate and manage their very own WordPress site.
Or download the WordPress shortcuts Chrome extension.