Pages

• All pages live here and are organized by parent/child (top level and sub level)
• You can clone pages which will create a draft that you can open and edit
• Don’t forget to edit SEO content in the Yoast tab for cloned pages

Menus

• Menus live here
• Select the menu to edit (organized by name of items in the column), click edit
• Don’t forget to save changes to a menu before you exit the page (easy to overlook)

Media

• Images, PDFs, docs are uploaded to the Media Library
• Videos are uploaded through Vimeo.com
• Most images have specific requirements for dimensions noted in the admin of the blocks; pay attention to file size too. Nothing should be over 1MB or it will slow the site down.

Forms

• Forms for buyer and seller downloads are here and use the Ninja Forms plugin
  • Submissions for sellers guide can be found here
  • Submissions for buyers guide can be found here
  • Both are emailed to Marshall and Ryan
• There are two forms noted that we are not using but saved for later if needed
• Newsletter signup form is via MC4WP plugin to connect to MailChimp; if you stop using MC we need to update this
• Other forms are via SIDX

Sidebars (for General Text block)

• Create a new sidebar in Theme Settings > Widget Areas (sidebars)
• Go to Appearances > Widgets to add content to the sidebar
• Apply the sidebar in the General Text block on a page

Theme Settings

If you can’t find something, it might be located here. This is for global elements.

• General
  • Global links
    • All brokers
    • Request a showing
    • Request a property valuation
• Widget Areas (sidebars) – currently a sidebar for each section of the website already created
• Scripts (nothing here yet, Google tag is hard-coded into header.php file)
• Menu
  • Buttons found in overlay menu (contact us, request a showing, sell your home)
  • Social icons & links
• Footer
  • Address
  • 29 Enterprise logo, text and button
  • Newsletter signup shortcode
  • Accreditation logos

Brokers

• Add/edit/remove Brokers here
• To add brokers to a page, use the Brokers block

Add a blog post

• Posts > Add New
• Add a featured image
• Add content to the main content editor
• Categorize the post (add new categories here or on post)
• Publish (you can edit the publish date once published if you are late publishing something and want an earlier date on it).

Create new SIDX pages

Create a hotsheet in SIDX

• Login to SIDX
• Navigate to Hotsheets tab (you can create a search listing at the same time)
• NEW HOTSHEET
• Hotsheet naming convention = Search bucket: Parameter (i.e. Neighborhood: Five Points)
• CREATE NEW SEARCH
• Name this the same as the hotsheet just for ease of organizing
• Add search parameters, sort by Highest Price (or choice), SAVE SEARCH (this returns you to the hotsheet)
• Hotsheet display options: generally Grid for search pages, Gallery for homepage
• Limit results: generally 20
• Link to full results: Yes
• Show map: Yes
• SAVE
• Copy shortcode, ex: [ showcaseidx_hotsheet name=”Neighborhood: Five Points” ]

Create a page in WordPress

• Go to Pages
• Find a similar page (i.e. Neighborhood: Five Points)
• Hover over the name of the page for a contextual menu and choose CLONE (the page will appear as a draft)
• Click on draft page to open
• Click Call to Action block to open and edit
  • Title (Heading 3)
  • Subtitle (Heading 5, italic)
  • Description (keyword rich copy, paragraph)
  • CLOSE
• Click IDX List block to open and edit
  • paste shortcode from SIDX, ex: [ showcaseidx_hotsheet name=”Neighborhood: Five Points” ]
• PUBLISH

*note that if you chose a page from a different bucket, you will need to adjust the Parent page from the right sidebar so the new page is organized under the main topic.

Add to appropriate landing page

• Go to Pages
• Find the main page for this search bucket (i.e. Neighborhoods), click to open & edit
• Click the Process block to open and edit
• Find the location within the block that you want to add a new chunk of copy and click on the (+) ADD ROW button at the top corner of the block below to add a new block above. You can drag and drop to reorder.
  • Title (Heading 3)
  • Subtitle (Heading 5, italic)
  • Description (keyword rich copy, paragraph)
  • Link: Heading 6, select text, click link icon and search for the new page you just created, select and apply with blue arrow
  • Ignore Show Why It Matters Field, leave toggle to NO
  • Drag and drop to reorder if necessary
  • CLOSE
• UPDATE

Add page to main overlay menu

• Go to Appearance > Menus
• Select the appropriate menu to edit (named by what appears in that column on the blue overlay menu – ignore Footer Menu & Top Menu here), SELECT
• Find the new page under Add menu items > Pages to the left (usually at the top of the Most Recent tab), check box, ADD TO MENU
• Drag & drop item to the appropriate location (by default adding a new page will put it at the end of the menu list)
• SAVE MENU

Other items in the dashboard

Might need

• Plugins – add functionality to the site; don’t disable plugins without consultation — they may be critical to the website. List below at launch:
  • Advanced Custom Fields PRO (critical)
  • ACF: Extended PRO (critical)
  • Classic Editor (preference)
  • Classic Widgets (preference)
  • Enhanced Text Widget
  • MC4WP (critical unless you stop using MailChimp)
  • Ninja Forms (critical unless you don’t have forms for buyer & seller downloads)
  • Redirection (critical)
  • Showcase IDX (critical)
  • Simple YouTube Responsive (responsively embed YouTube videos in Posts)
  • Wordfence Security (critical)
  • WP Engine Smart Plugin Manager (critical)
  • WP Sitemap Page (critical unless we remove sitemap link & page)
  • Yoast Duplicate Post (preference)
  • Yoast SEO (critical)
• Users – add a user to the website to be able to edit, etc. (do this with caution)
• Tools > Redirection – use this if you archive/draft a page to create a redirect to an existing page (best practice esp. for Google)

Not needed / don’t touch

• WP Engine
• Dashboard
• Comments
• Tools
• Settings
• ACF
• Wordfence (security plugin)
• Showcase IDX (just connects to SIDX account)