How To - Midwest Eye Consultants

Pages
- Content Editor (WYSIWYG)
- Adding a Sidebar
Page Blocks
- Testimonials
- FAQs
Media Library
Posts
Locations
Team Bios
Menus
Options Data
Eyewear
Import/Export Instructions (Eyewear)

Content Editor (WYSIWYG)

Type content directly into the wysiwyg in HTML Fields Tab or copy/paste from word processor with ease
When copying/pasting, ALWAYS use the clear formatting button!
Use special characters button for all special characters. If not, the coding may be different.

Font Styles Selection

Different font styles, including headers, are chosen from the drop-down menu to the left of the toolbar

Block Quotes In Content Editor

Highlight text to be put into block quotes
Select block quote button

Links

Highlight the word/s which you want to create as a link and clicking on the insert/edit link icon.
Enter the destination URL directly into the field or performing search.
1. For internal links, insert page url only (eg: /about).
2. For external links, insert the entire url (http://www.website.com) and click Open in a New Window/Tab box. For telephone “click to call” functionality add tel:phonenumber, and email insert mailto:[email protected]
To add a button, highlight the link, and in the format menu select CTA Button
To break a link, highlight linked text and click Remove Link button (broken chain)
Click Update

Inline Images

To add an in-line image, place your cursor on the area where the image should appear, and click Add Media button above wysiwyg
Click on the little chart symbol to open the media library
1. Scroll to find an image or search using field in top right corner, select it, then click Insert Into Page button
2. Upload and find the image on your computer (EDIT ALL IMAGES IN IMAGE EDITING SOFTWARE BEFORE UPLOADING TO FILEBIN PLEASE) and upload. Then select the image and click insert.
Once the image is in place, click on image to reveal edit toolbar. Choose an alignment and add vertical/horizontal space if necessary.
Click Update

SEO Settings

Search Engine Listing Tab
1. Enter Title tags (max. 70 characters)
2. Enter Meta Description (max. 140 characters)
Social Networks Listing Tab
1. (This is the pre-determined information that you want to include if someone were to Share your page or story. Mostly used in blog posts, or articles.)
  1. Enter Title
  2. Enter Description
  3. Upload Image
Scroll back up the top right of the page. You are not ready to publish your page yet, so go immediately underneath to Page Attributes. This is where you assign your page to the site.
1. If your page is underneath a main navigation section, select the Parent page.
2. If you are not adding a Sidebar, you can Publish your page, or Save Draft. (You can also Preview your page to see how it looks before saving it.
  1. If you are creating a sidebar, you will want to Save Draft of your page before doing so.
If you would like to add a sidebar to the page, go to the Sidebar section in the right columns of WordPress.

Adding a Sidebar

In Appearance> Widget Areas create and label a new widget area and assign it to the relevant page(s) with the check box fields below. This will create a sidebar widget area on the desired pages.
Once this is created navigate to the left WP menu and choose OMS Widgets.
Create the new content for that specific sidebar. You have the option for open content, image, video, etc. Choose the correct item, and complete the entry.
Navigate back to the left menu, Appearance > Widgets.
Select the sidebar you created per the page with the drop down.
Click and drag the OMS persistent widget from the options on the left and choose the entry you completed in OMS Widgets via the drop down menu.
- If you are adding more than one sidebar element such as text, an image, etc., you only need to create one sidebar.
- You have to drag/drop the OMS Persistent widget into the sidebar multiple times until all of your items have been added.
- If you want to reorder them, just drag and drop!
Page Blocks

Page Blocks are created separately from Pages, and then “Joined” to the created Page. Because of this, it is easier to create a Page Block prior to creating your new Page. If you do create a New Page and then need to create a new Page Block, just save a Draft of your new Page so that you can come back to it after creating your desired Page Blocks.
1. In left menu, click Page Blocks (This will allow you to view all Page Blocks that are currently built in the system)
  1. If you want to build a new Page Block, Select Add New. You can also edit an existing page block.
2. To build a new page block: Enter Title
  1. Please note that the title is not associated with SEO in page blocks, so you will want to name it intuitively (so that you know to grab it later).
3. Hidden: Select No (recommended) from the drop-down menu
4. Select Background Color from the drop-down menu
5. Hide on Mobile option allows you to hide page blocks on mobile devices to increase speed
6. Layout: Select from the available list based on the type of block being created (full-width, 2-column, 3-column, 4 column options).
  1. With each column, you need to select the type of content from the drop down menu next to ‘Column X Type’ (image, text, video, slideshow, testimonial)
  2. Testimonial sections should only be used within fullwidth page blocks. Make sure to use the format drop down menu to style the text as ‘testimonial quote’ and ‘testimonial author’
  3. Video page blocks require an image preview. Enter the url of your video and add the image from your media library.
    To create a Call to Action button, highlight the desired text, link it, and in the format drop down menu select ‘button’.
7. Scroll back up and “Publish” your Page Block. Your new Page Block has been created, however, until it is joined to a page, it will not be visible.
8. To join your page block to a page, go to the page you would like to add it to and select the name of the page block(s) in the Page Block section. For information on building a page, see the Page section above.
9. The order of the page block, once selected, will dictate how they will appear on the page. Blocks can be re-ordered as needed and once complete select the Red Update button to save your changes and Publish.
Testimonials
1. In the testimonial menu option, add a new testimonial.
2. Enter your content into the wysiwyg
3. Name the testimonial with the name of the author as you’d like it to appear on the site.
4. Add the testimonial to a page block by setting the block to ‘testimonial’ and picking the testimonial from the drop down menu.
FAQ
1. In the FAQ menu option, add a new FAQ.
2. Enter your content into the wysiwyg
3. Name the FAQ with the name as you’d like it to appear on the site.
4. In the desired page, join the FAQ at the bottom of the editor.
Media Library
1. Click Media, Library, Add New
2. Drop files into window or click Select Files button
3. To Edit Images or other Media you may view as a list or Media Grid View
4. Inside the Media Grid, media items are displayed in a thumbnail grid for ease of navigation. Click any media item to edit the image directly; however, we recommend that you use photo editing software like Photoshop before uploading images to Media Library. In this view, you may also edit the image metadata or media item metadata.
5. Media library can be filtered by type or date and is searchable by title
Posts
1. In left menu, click Blog & News
2. Select Add New
3. Enter Title
  1. URL will be auto-generated based upon Title. To change, click the Edit button that appears under field
4. Enter post copy in wysiwyg
  1. If copy contains links to outside sites, be sure to create link as Open in new tab.
5. SEO Settings
  1. Search Engine Listing Tab
    1. Enter Title tags (max. 70 characters)
    2. Enter Meta Description (max. 140 characters)
    3. **If fields are left blank, search engines will use Blog post title for Meta tags and first 140 characters of post for Meta Description
  2. Social Networks listing Tab
    1. Enter Title:
    2. Enter Description
    3. Upload Image
6. Select Author from drop-down menu
7. Check categories box from list
  1. Add New Category by clicking +Add New Category link at the bottom of Categories panel and entering category name, choosing Parent Category from the drop-down menu
  2. Save by clicking Add New Category button
8. Optional – Set featured image from Media Library
9. Append a Form, if desired by selecting from drop-down menu
10. When complete, go to Publish panel
  1. you may choose to Save Draft
    1. Click Edit link under Save Draft button to set post as Pending Review
    2. Visibility: default is Public. To change, click Edit link
      1. You can Stick post to the landing page by checking box, or change post to Password protected or Private by selecting radio button
      2. click OK button to save changes
    3. Publish Immediately: can be changed by clicking Edit link
      1. Enter publish date, click OK button
11. Preview Draft, or click blue Publish button
Locations
1. In left menu, click location. This will allow you to view all locations that are currently built or add a new location.
2. In the top wysiwyg editor enter the location hours.
3. Under location data, enter the address to generate the pin on the map.
4. Add the location address and header under the map.
5. Add the Optometrists to the page from the ‘Optometrists’ section, reorder them by dragging and dropping
6. Enter SEO information
7. Add page blocks if applicable
Team Bio
1. In left menu, click Team Bio (This will allow you to view all Team Bio pages that are currently built)
2. If you want to build a new bio, Select Add New you may choose to edit an existing file
3. Enter title, Position, Bio Image
4. If Team member has Social Media data, click Add Row and fill in fields
5. Enter article content in wysiwyg
6. Enter SEO data
7. Join Page Blocks, if desired
8. Click red Update button to save your changes and Publish
9. Then go into your Leadership page and join the bios to this page.
Menus
1. In left menu, click Appearance then Menus
2. In the Edit Menus tab, choose the menu you would like to edit from the drop-down menu and click Select
3. Edit Menu Name in field, if desired
4. Drag and drop each item into the order you prefer and/or click the arrow on the right of the item to reveal additional configuration options
5. Click red Save Menu button
Options

The Options section allows website administrator to edit Social Media contact information, Footer Call to Action text, as well as data for the Contact Form, including its background image, Header Call to Action phone number and text

In left menu, click Options then proceed to edit data for any of the above fields

Eyewear

To manage eyewear on your website, go to ‘Eyewear’ in the left menu to add/edit/remove
- Adding Eyewear will automatically populate the Designer Eyewear page
Enter your content into the WYSIWYG editor
Add your SEO info and Featured image

Import/Export Instructions (Eyewear)

You want to make sure your Import list is the same as what is in the system. If you have made manual updates to the Eyewear in WordPress, you will need to first export the current list to make it matches what is in your new list.

Export
- To export a current list, go to “All Export” – click on “Manage Exports”
- Go to Eyewear Export – Use this for Exporting Eyewear in list and click “Run Export”. This will take you to a new page.
- Click “Confirm and Run Export” (All settings have been configured for you)
- After list finishes exporting, click “CSV”. This will download the CSV file. Make your changes in this file and do not rename any of the field headers.
- Meta Title and Descriptions are not part of this export. To update these, you will need to manually update them in the system.
- To delete products, delete the entire row (including the ID). Do not leave this empty or blank. You need to completely remove the row from the document. This will turn a previous product into a draft – removing it from your inventory. In the future, the post will be part of your export, but will have a post-status of draft. To completely remove a product from your system, you can manually delete the product in WordPress. (This is setup to safeguard against accidentally deleting records or products from your system.)
Import
- To import your new list – go to “All Import” – click on “Manage Imports”
- Go to Eyewear – Import Eyewear Here (This will include a file name on the end. The file name that displays here will always show the last file that you used to import, until you upload your new import)
- Click “import settings” – click upload file. Select your new csv file.
- Click the red button – “Save Import Configuration”. This will take you back to the Manage Imports screen – and your new file name will be displayed.
- Then click “Run Import”
- The import progress screen will display.
IMPORTANT – This importer is setup to overwrite existing information based on our previous discussions. However, it is possible to undo an incorrect backup by going back to a previous backup. Please keep in mind, that going back to a previous backup means that any changes or form submissions that have occurred since the backup would be lost and would need to be redone.
Other Points to Note When Working with a Data File – Any missing information in the file, such as leaving a field blank will overwrite the information to blank. To delete a product, remove the entire row from the data file.

Table of Contents

Pages

Content Editor (WYSIWYG)

Font Styles Selection

Block Quotes In Content Editor

Links

Inline Images

SEO Settings

Adding a Sidebar

Page Blocks

Testimonials

FAQ

Media Library

Posts

Locations

Team Bio

Menus

Options

Eyewear

Import/Export Instructions (Eyewear)

You want to make sure your Import list is the same as what is in the system. If you have made manual updates to the Eyewear in WordPress, you will need to first export the current list to make it matches what is in your new list.

Export

Import