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User Guide

Nov 30, 2015

CONTENTS

Introduction

The Campbell IceField Chalet website has been developed using a CMS (content management system) called WordPress which enables you to administer the website content without using a web developer. The website and this guide have been written in a way to make the administration of the website as simple as possible. For ease of updates, some elements of the website administration have been excluded from the core training.  For these you will still need to contact the web developer. All administration requires a certain level of web and computer literacy although the functions are as intuitive as it is possible to make them.

Access Information

URL: https://skigolden.com/wp-admin
Username: andre 
Password: [hidden]

Each user will have their own unique username and password which allows them access. It is critical that user passwords are “strong” to avoid hackers accessing the website ”“ to ensure this, please use letters, numbers and additional characters (i.e. &*%$#)

Left Hand Menu

  • Dashboard – At a glance, the latest activity on your WordPress website
  • Posts - The section where the news / blog entries are managed
  • Media – The media library is where all images, PDF’s etc are stored for the entire website
  • User Guide – The permalink to this user guide
  • Pages – All pages in the website – for managing all content & SEO tags
  • Photo Galleries – The section where you can manage images for the photo gallery page
  • Profile – The section where you can manage your profile, email and password

WYSIWYG Content Editor

The WYSIWYG (what you see is what you get) editor is the main editor for all the content in your website. You will use it when adding or changing the page content. When entering the text into the editor, you need to be sure that you are viewing the editor in “Visual” View. Most editing tools exist as they do in a standard word processing program. It is strongly recommended that you do not use creative text styles. The website is designed to have consistent text to make it easy to read for all users. Making text bold or changing the color of text to ‘highlight it’ often confuses users who think that the styled text is a link. All links are styled consistently throughout the website without you needing to manually style them.

  • Paragraphs
    • New paragraphs are added by using RETURN
    • To force text onto a new line without the paragraph spacing, use SHIFT RETURN

  • Text Styles
    • All the common styles that you find in other text editors, also exist in the WYSIWYG editor.  Simply click and drag the mouse on the text to make a selection, and then press any button from the editor to apply a style to selected text.
    • You can find some more styles if you click on the “Format” item in the editor’s menu.

  • Headings
    • Common practice is to use the heading at the start of each content section. You can select any headings from the select box shown in the next image. In that select box you can anytime switch from paragraph to heading and vice versa.
    • Heading styles are defined for the entire website. Using this approach ensures that all text is consistently styled through the website and that the Administrator does not have to apply font colors and sizes each time.
    • The following heading styles are applied throughout the website
      • h2 – Heading2 – is used for Titles

  • Lists
    • You can easily add both bulleted and numbered lists inside the editor.
    • Simply move the cursor to position when you want to start the list. Then simply press the list button (bulleted or numbered).
    • If you want to set the bullet as child of previous one, simply put the cursor after the bullet and press the “Increase Indent” button.
    • If you want to set the bullet as parent of previous one, simply put the cursor after the bullet and press the “Decrease Indent” button.
    • If you want to exit from the list, just press the RETURN two times at the end of the last list item.

  • Special Characters & Emoticons
    • If you want to add any special character or emoticon, you can check the special character and emoticon tables

  • Align & Justify
    • You can use the align buttons to align the content. You can align the content to the left side (default), center or right. Simply position your cursor and press any of the align buttons to start aligning the content. Or you can select content already added to define the alignment of the selected area. You can align any content - paragraphs, images, tables etc.
    • The justify option can be used to align the text to both sides.

  • Indents
    • Indents are a useful tool for making your text more readable. Indenting text adds structure to your content by allowing you to separate information.  They often replace the use of ‘tabs’ in word processing applications because ”tabs’ do not exist on websites. You can use indents to move entire paragraphs or to create nested list items.

  • Tables
    • You can insert a table into the content area by choosing the option “Table -> Insert Table” from the editor’s menu. By moving your cursor over the small squares, you can define how many columns and rows the new table will contain.
    • After the table has been added, you can manage the table rows by going to “Table -> Row“. Every setting you change there is then applied to the row where your cursor is positioned. For example to create a table header styling (by default all rows are white), move your cursor to the first row, and go to “Table -> Row -> Table Row Properties” and then in a popup choose “Header” as value for the “Row Type” attribute.
    • Using the same approach, you can manage the columns and/or the individual cells of the table.
    • For example, to add a new row, position your cursor in the row above or below where you wish to add a new row, click the table button, select Row, and then Insert row before (or after)
    • To add the Available or Not Available graphic, you can either copy one of the existing icons and paste it into the new cell, or you can position your cursor in the empty cell, press the Add Media button at the top, and then scroll through the Media Library until you find the image you want to use. Select it and press Insert Into Page.  See the next section “Inline Images” for detailed instructions.
    • If you want the table to be responsive, you must wrap it with [table-responsive] shortcode, as you can see in the this image. By positioning the shortcode in square brackets, the website know to interpret this as as instruction:

  • Inline Images
    • For adding an inline image, you must first move your cursor in the post/page content editor, to the position where you want the image to appear.
    • Click on the “Add media” button above the content area:
    • Then you can: 
      1. Choose any image from the Media Library
      2. Or upload a new one from your computer
      3. Choose linking for the image. Select “None” if you don’t want image to be linkable. Or select “Media File” if you want larger image to be opened in a popup, when visitor clicks on the image.
      4. Choose the size for the image. It is best to show medium image, and set linking to “Media File”, so that larger version of the image can be shown in a popup. For the Available and Unavailable icons in the Availability table, use “Full Size” images from the Media Library.
      5. Click on the button to insert the selected image to the page/post content.
    • In the next image you can see how the image looks in the content area. If you want to edit the image, or how it appears, click on the image once and you will see an additional menu pop-up, then you can choose the “edit” icon.
    • In edit section, you can fill the “Image Title Attribute” field, if you want to show a caption in a popup:

  • Regular links
    • To add a link to some text, first highlight the text that needs to be linked and click the “insert/edit link” button on the toolbar:
    • Paste the page URL into the top box
    • Insert a title ”“ link titles are used on webpages in pop-up tooltips in some browsers when a user hovers over a link. They are also used for screen readers and for search engine optimization.
    • If the link is to an external website check the “Open link in a new window/tab” box. Otherwise, leave this blank.
    • If the link is to another page on the website you can select the page from the section at the bottom of the Insert/Edit Link pop-up window, and you can search for pages

  • PDF links
    • To add a link to a PDF file first highlight the text that needs to be linked, and copy the highlighted text
    • Now press “Add Media” button and select(or upload) your PDF file
    • In the “Title” field in the right hand column paste the link text (that you copied earlier) and then press the “Insert Into Post” button
    • This makes the PDF link and uses the text in the Title field for that entry
    • Note: this only changes the Title field for this occasion

  • Accordions
    • To add an accordion effect, you should wrap the content in a accordion shortcode:
    • You should always define a title attribute for the accordion shortcode as this shows in the top section of the accordion.
    • Clicking on that title in the frontend, the accordion content will show/hide.
    • If you want the accordion section to be open when the website page is opened, add open=”true” to the shortcode after the word accordion and before the title

POSTS (BLOG)

The post function is used for managing the news / blog entries on the website. In this section you can add/edit/delete posts and also manage their Categories and Tags.

All Posts

To access the posts section, choose  Posts -> All Posts  from the Main Menu Entering the “All Posts” view shows an index of items with the most recent at the top.

  • The default is to show 20 posts in each index page
  • To visit the next page, use the pagination and navigation at the top and bottom of each screen (right hand side) (these will only show when there are more than 20 posts)
  • To view more than 20 posts in the index view, select Screen Options at the top and change the number of posts to show
  • You can search Posts based on words anywhere in the Post ”“ this can be useful if you need to find all posts where a certain word or phrase has been used

Add New / Edit Existing Post

  • To add a new post, go to   Posts -> Add New :
  • To edit any existing post, go to  Posts -> All Posts  , and click on the post title in order to load edit post screen:

  • Click on the title to Edit a Post item
  • Hover over the title to have the option to Edit | Quick Edit | Trash | View

Post title

  • Enter the post title here if you are creating a new post. Otherwise that field will be already populated with the current post title. Ensure that the title is self-descriptive and that it is not too long.

Main Post Content

  • Add/edit your post content here.
  • Please read the WYSIWYG Editor guide above in order to better understand how you can manage the post content.

Post Excerpt

Post excerpts are a short version of post content.

  • Post excerpts are used in Blog Index page.
  • If you do not fill the post excerpt field, the website will use the full post content for the excerpt, but the excerpt length will then be limited to the first 55 words.

Categories

Categories are used for filtering the blog posts in Blog Index Page. Each post can be part of one or multiple categories. You can add a category directly in the post, by clicking on “+ Add New Category” link. For advanced management of categories visit the categories section by going to  Posts -> Categories  from the main menu. Please note that each new post is added to the “Uncategorized” category if you don’t select at least one category for the post. The “Uncategorized” category cannot be deleted.  Ideally you do not want this to show on the website, so each post should be attributed to a minumum of one Category.  If a category does not have any posts attributed to it, it will not show in the index on the website. Other categories can be edited or deleted by hovering over the category title – then you should see some options for the category.

Featured Area

This function is not used.  Please ignore.

Post Options

This function is not used.  Please ignore.

All In One SEO

Here you can add your Title, Description and Keywords tags for Search Engine Optimization. If you have not attended training for effective optimization of website content, ensure that you are:

  • Using words or phrases that you want users to be able to find your pages under
  • That the words and phrases you add to these fields appear in the Page content and in each SEO tag field consistently

Publish

Press the “Publish” button to make a Post live: Press the “Update” button to save the post changes: When you are adding a new post, its status will be set to “Draft”. That means that post wouldn’t appear on the website until you click on the “Publish” button. Check the next image: You can change the status of the post back to “Draft” after you publish it. You can also set visibility for the published post (this can be useful if you want to publish a Blog post on a future date):

Pages

The page function is used for managing all pages in your site. In this section you can add/edit/delete pages, manage page content and managing the page settings.

All pages

To access the pages section, choose  Pages -> All Pages  from the Main Menu. Entering the “All Pages” view shows an index of all page items sorted alphabetically by the Title.  You can change the sort criteria to use ID #, Title or Date by clicking on the column title.

  • The default is to show 20 pages in each index page.
  • To visit the next page, use the pagination and navigation at the top and bottom of each screen (right hand side)
  • To view more than 20 pages in the index view, select Screen Options at the top and change the number of pages to show
  • You can search Pages based on words anywhere in the Page ”“ this can be useful if you need to find all pages where a certain word or phrase has been used

Add New / Edit Existing Page

  • To add a new page, go to Pages > Add New:
  • To edit any existing page, go to Pages > All Pages, and click on the page title in order to load edit page screen:
  • Click on the title to edit a page item (see “Add New / Edit Existing Page” below for how to edit a page item)
  • Hover over the title to have the option to Edit | Quick Edit | Trash | View

Page title

  • Enter the page title here if you are creating a new page. Otherwise that field will be already populated with the current page title. Ensure that the title is self-descriptive and that it is not too long.

Main Page Content

  • Add/edit your page content here:

Featured Area

This function is not used.  Please ignore.

Page Options

This function is used for advanced revisions.  Please ignore.

All In One SEO

Here you can add your Title, Description and Keywords tags for Search Engine Optimization. If you have not attended training for effective optimization of website content, ensure that you are:

  • Using words or phrases that you want users to be able to find your pages under
  • That the words and phrases you add to these fields appear in the Page content and in each SEO tag field consistently

Publish

Press the “Publish” button to make a Page live: Press the “Update” button to save the page changes: When you are adding a new page, its status will be set to “Draft”. That means the page won’t appear on the website until you click on the “Publish” button. Check the next image: You can change the status of the page back to “Draft” after you publish it. You can also set visibility for the published page (this can be useful if you want to publish a page on a future date):

Media Library

The media library contains all images and other type of files within the entire website

  • You can filter media content by date added:
  • You can search media filenames with the Search Media function. This is one reason why it is so useful to name images with descriptive criteria (i.e. trail names):
  • Select multiple media items using the check boxes on the left hand side of the index and then apply the Bulk Action “Delete Permanently” to remove items from the Media Library ”“ note that this also removes the media item from any Posts/Pages that it has been added to
  • To add a new image to the media library, click on “Add new” button near the media page title or in the main menu:
  • When the Upload New media page loads, you can drag and drop files from your desktop, or manually select files using the “Select Files” button:
  • NOTES:
    • Resize all images before upload to save time and save on server space
    • Regular images for the website should ideally be 1280px on the long side, at 72dpi ready for upload.
    • Ideally, if you have the photoshop knowledge, they should be “saved for web” as a jpg at 60 quality – this default gives the best resolution versus file size and loading time.
    • This applies to all images that will open in a lightbox, including all photo gallery images and gives some future proofing for image quality.
    • If you are using a smaller image inline in the content area, these images can be smaller.
    • Ensure that image names do not have any spaces in them. Please separate words using underscores “_” or hyphens “-”
    • Use descriptive image names to assist you and other users in identifying and finding images

 

Photo Galleries

“Photo Galleries” section contains all images you can use in a Photo Gallery page.

  • To edit any existing image, go to Photo Gallery > All Items:  
  • To reorder images, use drag and drop function in Photo Gallery > All Items page. Just move your mouse in the empty space of the row you want to move, click there and drag the row to desired row position, and then drop it there. The new order will be applied to the photo gallery page in the frontend.  
  • To add a new image to the Photo Gallery, go to Photo Galleries > Add New:
  • In the image add/edit screen, the title section defines the title for the image, which is then used in a popup view on the Photo Gallery page.
  • In the image add/edit screen, the filter section define the filters for which that image will be visible.
  • In the image add/edit screen, the featured image section defines the actual image used in a gallery.

Profile

Top Right Hand Corner: “Howdy Name” Click here to: a) Edit My Profile:

  • You can change your password here, BUT please make sure that password “strength” is good
  • WordPress sites are notorious for hackers trying to get access
  • It is critical that user passwords are “strong” to avoid hackers accessing the website ”“ to ensure this, please use letters, numbers and additional characters (i.e. &*%$#)

b) Log out

Exclusions

There are a number of functions that have been excluded from the core admin training.  It is expected that changes of this type will be done on an annual basis, rather than more frequently.  As such, it was deemed easier to contact the Web Developer to make these changes, rather than added slightly more complex functions to the core admin login.

These exclusions include:

  • Form Revisions
  • Hotspot Images
  • Menu Revisions
  • Header Image & Header Slider Revisions
  • Video Box Content In Sidebar
  • Footer Content & Links

Key Notes

  • If in any doubt, please contact the web developer with your revisions and ask them to make changes. It is much easier to make additions or remove content than to try and correct errors that have been made.
  • Whenever you make a change on the website: CHECK ALL CHANGES