General
Flushing the Cache
After the theme code and styles have been updated, it’s often necessary to flush the cache to see the latest updates.
- From the left-hand menu, click WP Engine
- Click the blue ‘Purge All Caches’ button
Add/Remove Site Password Protection
Since the WP Engine account does not create separate staging and live site, we’re using password protection to keep the site private prior to launch. When it is time to launch, this is how you will do it.
- Log into WP Engine
- Under the Installs tab, click Rikers
- On the Overview page, in the upper right-hand corner you will see an orange status note that reads “Blocked traffic: Production & Staging”. Click the blue ‘Edit’ text link to update this.
- Check/uncheck the checkbox next to Production to enable/disable password protection. When password protection is turned off, the general public will have access to all site content.
Backing up the Site
- WP Engine automatically, periodically backs up site content, but you also have the option to do so manually
- Log into WP Engine
- Under the Installs tab, click Rikers
- From the list of links on the left, click ‘Backup Points’
- Click blue ‘Back up now’ button
Replacing images/media files
You can now replace existing images and media files. This option can be accessed either through the Media library (menu on left-hand side ‘Media’ > ‘Library’ find the image you want to update/replace), or through content on individual pages (click the pencil icon that appears when you hover over the thumbnail of the image you want to update).
Homepage (Status Report)
Hero Content
- From the left-hand menu, hover over ‘Pages’ and click ‘Status Report (Front Page)’
- Hero content can be updated with the ‘Page Header Callout Title’ and ‘Page Header Callout Body’ fields
- Hero background image: set by the ‘Page Header Background Image’ field. Crop images to 1500 x 1315 pixels. The image is set as a background image, which is stretched to cover the entire hero section, and is positioned flush with the top and centered within the space. This should be kept in mind when cropping photos (image content towards the bottom may be cropped out). *Note: It’s important to keep image file sizes to a minimum for fastest page loading time.
Goal/Section Intros (Smaller Jails, Safer Jails, Fairer Jails)
- From the left-hand menu, hover over the ‘Strategies’ link, and click ‘Categories’
- Hover over the name of the category you would like to update, and click the ‘Edit’ link that appears
- Update ‘Description’ and ‘Category Subhead’ (*subhead displays above description on live page)
Strategy Cards
See ‘Strategy Cards’ section below
Smaller Jails: Progress Tracker Chart
- From the left-hand menu, hover over ‘Pages’ and click ‘Status Report (Front Page)’
- Current Progress: enter the current progress in relation to the final goal as a percentage
- Progress Points: Add up to 4 progress points.
- Point Location: The first should always be set to ‘0’ and the last should always be set to 100. The other one or two may be set anywhere in between 1-100.
- Small Header: the top-most line of bold, grey text above each progress point (ie. “June 2017”)
- Description: slightly longer line of text below the small header — keep this short & sweet
- Detainee Count: teal text above progress point listing total number of detainees projected
- Detail Box: Points to current progress amount and displays stats
- Add/Remove up to 10 stats
- For each, fill in “Stat Title”, “Stat Number” and “Decrease Amount”
Smaller Jails: Infographic
- From the left-hand menu, hover over ‘Pages’ and click ‘Status Report (Front Page)’
- Scroll to ‘Smaller Jails Infographic’ section
- Update title, subtitle and image file
- Infographic images: crop to 1800 x 1728 pixels. *Note: Keep image file sizes to a minimum for fastest page load time.
Safer Jails: Photo Gallery/Rotator
- From the left-hand menu, hover over ‘Pages’ and click ‘Status Report (Front Page)’
- Scroll to ‘Safer Jails Rotator’
- Update section title and subtitle
- Add an unlimited number of slides to the rotator
- Slideshow images: crop to 1143 x 520 pixels
- Each slide must have a photo
- Each slide should have a caption. Citations and photo credit are optional, but nice to keep consistent. To properly style the citation/photo credit, highlight the applicable text and apply the ‘Headline 6’ style from the Photo Caption dropdown menu
Fairer Jails: Culture Matters
- From the left-hand menu, hover over ‘Pages’ and click ‘Status Report (Front Page)’
- Scroll to ‘Fairer Jails Headshots’
- Update section title and subtitle
- Headshots (min/max 4)
- Headshot image: crop photos to 560 x 390 pixels
- Personal story: No set character count. To style text consistently apply ‘Header 2’ style to person’s name and postion. The rest of the text should have the ‘Paragraph’ style applied, with the first paragraph/sentence bolded.
Strategy Cards
Add or Edit a Strategy
- From the left-hand menu, hover over the ‘Strategies’ link and click ‘All Strategies’
- To update an existing strategy, either click on the title of the strategy, or hover over the title of the strategy and click ‘Edit’
- To add a new strategy, click the ‘Add New Strategy’ button at the top of the page
- All strategies must be assigned a category (‘Smaller Jails, Safer Jails, or Fairer Jails)
- Individual strategies are displayed on the homepage by category. The order in which the cards are displayed within each category section can be set via ‘Card Order’ field, located directly below the ‘Category’ field in the right-hand sidebar
- Individual website pages for each strategy have been created, but are not being used for launch. You can preview this when editing an individual strategy by clicking the ‘View Strategy’ link across the top-hand WordPress admin bar.
Interior Pages
Headers
- All interior pages have the option to set a custom header title, body text and background image.
- Header background photos: crop to 1170 x 359 pixels
- *Note: It’s important to keep image file sizes to a minimum for fastest page loading time.
Body Content
- Interior page body content is fairly flexible. Use the text editor field to add/edit and style content including text and images. Use the dropdown options to style headline text hierarchically. Add images using the ‘Add Media’ button.
Social Sharing
- Social sharing is controlled by the Social Warfare plugin. Check out their Knowledge Base documentation for more info on how to use specific features.
- *Note: To enable sharing of individual strategies on the homepage html updates will be necessary.
The Plan
- From the left-hand menu, click ‘Pages’ and choose to edit ‘The Plan’
- The Plan page functions similarly to other interior pages, with the only difference being the addition of documents available to download.
- Downloads:
- Find the ‘Downloads’ section in the right-hand sidebar.
- Select or upload a ‘Plan Cover Image’ for each. Crop images no smaller than 200 x 250 pixels (suggest at least 2x that size preferred for hi-res screens).
- Upload PDF document
Get Involved
General Page Content
- From the left-hand menu, click ‘Pages’ and choose to edit ‘Get Involved’
- For consistent styles, apply ‘Headline 2’ style to all form titles, and ‘Headline 3’ style to all form subtitles
Forms
- Editing forms
- From the left-hand men, click ‘Ninja Forms’ to view the Ninja Forms dashboard
- Either click on the title of an existing form, or click the blue ‘Add New’ button
- To the right of the title, you’ll notice a column labeled ‘Shortcode’. You will use this code in the next step when displaying forms.
- Add/edit form fields using the Ninja Forms plugin. Here’s the documentation, in case you get stuck.
- Form settings
- From the left-hand men, click ‘Ninja Forms’ to view the Ninja Forms dashboard
- Either click on the title of an existing form, or click the blue ‘Add New’ button
- Choose the ‘Emails & Actions’ link from the dashboard, and click the gear next to the functionality you wish to update.
- Submission Storage: The plugin is currently set not to store any form submissions. Instead, submissions will be sent to the email address designated in the ‘Admin Email’ section.
- Displaying forms
- From the left-hand men, click ‘Ninja Forms’ to view the Ninja Forms dashboard
- Copy the shortcode (including the brackets) next to the form title that you would like to display
- From the left-hand men, click ‘Pages’ and choose to edit ‘Get Involved’
- Add a new form title and sub-title following the ‘General Page Content’ instructions above
- Paste the shortcode from the Ninja Forms dashboard onto a separate line in the text editor
- To test, click the ‘View Page’ link in the top header bar