WordPress for Beginners

WordPress for Beginners
with Michelle Ames
MarketedByMichelle.com

A Little About Me
 Entrepreneur
 Volunteer
 Social butterfly
 Scrabble player
 Tea snob
 Mom
 School board member
 Marketing fanatic
 11th hour expert
 Owner and marketing diva at Marketed by Michelle

My First Sites

More Recent Work

So you want a piece of the Internet…
 Originally a blogging medium, WordPress now offers a
great platform for creating almost any kind of website –
from blogs to brochure sites to e-commerce.
 WordPress is used by 59.6% of all the websites whose
content management system we know. This is 26.5% of all
websites.

You’re in good company
 According to the WordPress
showcase page, WP powers
some major players,
including:
 Groupe Renault
 Vogue.com
 Smithsonian Institution’s
National Museum of African Art
 Tribune Media
 The New Yorker
 Time.com
 mercedes-benz.com
 Rush
 open.nasa.gov
 Ariana Grande
 Angry Birds
 Walt Disney Company
 NY Post
 Ringling Bros. Circus
 Fortune
 Beyonce
 Dallas Mavericks
 Wil Wheaton
 Sweden’s official site
 Georgia State University
 Justin Bieber

Basic Installation
 Where to get started
 Choose a theme. Upload it.
 Free vs. Premium
 Updates
 Less recognizable
 Documentation (usually)
 Support and forums
 Get rid of footer links
 Often easily customized
 Customize it.
 Logo, colors, background images.
Note:
Changing your theme won’t delete your content (media,
posts, and pages) but most likely WILL delete any
customization – so if you revert back to an older theme you
will have to re-enter customizations.

Basic Installation
 Where to get started
 Choose your plugins and upload them.
 Some of my “must haves” include:
 Security (WordFence)
 Spam Control (Disable Comments)
 Backup (Backup Buddy, WPClone)
 Forms (Gravity Forms, Jotform)
 Calendar (Timely)
 SEO (Yoast)
 Post Expirator
 Shopping Cart
(woo commerce, Ecwid, shopify)
Note:
Logged into your wordpress.org account? Favorite the
plugins you use frequently for easy uploading from the
repository.

Basic Installation
 Posts
 Where posts appear on the site is theme-dependent
 Categories vs. Tags
 Scheduling
 Expiration (plugin required)
 Featured Image
Note:
If you are using a slider, make sure your featured image
matches the slider dimensions.

Basic Installation
 Media
 Photos
 Graphics
 Pdf files
 Documents
 Etc.
Note:
Make sure photos are sized well so they don’t slow down
your site. Link to video on YouTube or Vimeo.

Basic Installation
 Pages – the “meat” of your site.
 Choose your template (different with every theme)
 Choose a “parent” for hierarchy
 Set featured image – if desired
 Use headings <H tags> for both reading and SEO purposes
 Use “save draft” to continue working without publishing the page –
or losing edits. Click “view page” to see work in progress
Note:
Using the “Visual” vs. “Text” views will allow you to access
and edit different aspects of the page.

Basic Installation
 Comments
 Use a spam filter if you invite comments.
Note
You can always check the spam filter to make sure that any
comments you want to let through are found and approved.

Appearance
 Themes
 Delete anything you are not using or will not use.
 Customize will have different options based on the theme.
 Background may or may not display as you intend – based
on the theme.
Note:
Never edit theme files directly! Use a child theme or CSS
editor (like the one included with Jetpack) to make CSS
edits.

Appearance
 Widgets
 Widget areas also vary based on themes, but most have
similar functions. Variations may include WHERE widgets can
be placed (i.e. footer, sidebar, header, etc.)
 Standard widgets include text boxes, meta functions,
calendar of posts, categories, menus, etc.
 Plugins can often provide additional widget options like
Facebook “like” boxes, Twitter feeds, and even industry-
specific options like real estate MLS lookups.
Note:
The Text Widget allows you to use basic HTML language to
add content, links, graphics, etc. This can really come in
handy!

Appearance
 Menus
 Menus are much more versatile than you may think!
 Establish link hierarchy through dropdowns
 Add links to outside pages in your menu
 Customize labels – change the menu name without changing
the target page or link name
 Add blog categories as their own menu items
Note:
Want a menu link to open in a new tab? Click the “Screen
Options” tab at the top of the menu dashboard and check
“link target.” Now when you edit a menu item you can
check “open in new window/tab.”

Users
 User Roles
 Administrator – somebody who has access to all the administration
features within a single site.
 Editor – somebody who can publish and manage posts including the
posts of other users.
 Author – somebody who can publish and manage their own posts.
 Contributor – somebody who can write and manage their own posts
but cannot publish them.
 Subscriber – somebody who can only manage their profile.
Note:
Be very cautious about assigning administrator rights to
anyone. They will have access to make ANY changes on your
site.

Settings
 What to Change
 General Settings
 Site Title
 Tagline
 Timezone
 Date Format
 Week Starts On
Note:
Be careful not to change your WP or Site addresses unless
you are confident of what you are doing. You can make your
site “disappear.” You have to know how to navigate the
cPanel well to fix it.

Settings
 What to Change
 Permalinks
 Permalinks will default to unfriendly URL page names (like
sitename.com/?p=123)
 Instead click the “Post Name” setting to have your page names
appear in the URL bar. (like www.sitename.com/pagename)
Note:
Using Post Names as the URL page name also assists with
SEO!

Must-Haves
 Favicon
 A favicon is that tiny 16x16 pixel image that displays in the
tab of your browser page and is unique to your site. Without
one all you will see is this.
 To create a great favicon, go to favicon.cc and upload and
edit the image.
 Some themes let you upload a file directly.
 You may need to FTP the file
to your theme’s image folder.
Note:
A favicon is the cherry on your website sundae! It’s good for
branding, too!

Must-Haves
 Social Media Link Buttons
 Social Share Buttons (via plugin like Simple Share Buttons)
 Footer – get rid of “proudly powered by WordPress” and
add © and designer.
 If your want to drive phone traffic, display the phone
number in the header.
 If your business or client’s business wants walk-in traffic,
add a map to the contact/location page.
Note:
Social sharing allows site visitors to share pages and posts to
their social media pages.

Additional Info that Didn’t Fit Anywhere
Else
 Favorite Sites
 http://builtwith.com/
 http://www.getip.com/
 http://whatwpthemeisthat.com/
 http://codex.wordpress.org/
 http://www.w3schools.com/
 Use the forums: themes, plugins, WordPress – there’s a
wealth of knowledge from those
who have “been there, done
that!” Note:
Use the Facebook Group forum for help on all kinds of WP
questions and “problems.”
https://facebook.com/groups/rocwp
This is a local meetup for WordPress
users – from beginner to advanced.
Join us online to learn more…and
attend our meetups on the 3rd Monday
of each month.

Questions? Contact Me!
Michelle Ames
Call/Text 585-749-5059
michelle@marketedbymichelle.com

WordPress for Beginners

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