Sisters For Change Training

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Sisters For Change Training
Sisters For Change Training
         July 2019

          Confidential         1
Sisters For Change Training
Agenda

WP Introduction 10-11

Break for 10 mins

Wordpress CMS 10:10 - 12:30

-    Training
-    Task

Break for 10 mins

Mailchimp 12:40 - 13:30

-    Training
-    Task

Questions

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Sisters For Change Training
Wordpress Introduction

      What is Wordpress?

      Wordpress content types

      Understanding the difference

      WP dashboard

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Sisters For Change Training
Hypertext Preprocessor is a
                                                                                                                         programming language
 Open Source CMS are a
                                                                                                                         originally designed for web
 collaborative effort, created
                                                                                                                         development.
 and maintained by a global
 community of developers.

                                                          What is Wordpress?

                         WordPress is an open source content management system (CMS) based on PHP and
                             MySQL. It is the most widely used CMS software in the world, and as of May 2019, it
                        powers more than 30% of the top 10 million websites and has an estimated 60% market
                                                   share of all websites built using a CMS.
A database is a structured
collection of data.

                                                                                                        A content management
                                                                                                        system programs that are
                                                                                                        used to create and manage
                                                                                                        digital content.

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Sisters For Change Training
WP introduction | Content types

Posts        Articles that get written and published to your site — posts are included as part of your archived site. SFC
             publish these as ‘News’

Pages        Static, individual pages do not get published and archived as part of the site on your site; rather are used as
             standalone pages to publish items like an “About Me” page.

Categories   File your blog posts into different topics.

Pages        Define micro-categories for your posts by using tags to define extended keywords to help your readers
             locate posts on your site relevant to the topic they want to read about.

Gallery      Upload photos or images and create photo galleries, or a portfolio of images.

Media        Upload audio files for podcasting, or video files for video publishing. Even upload files like PDFs or Microsoft
             Word documents to provide downloadable content, like e-books or manuals.

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Sisters For Change Training
WP introduction | Understanding the difference between pages, posts and portfolio

Pages                                         Post                                             Portfolio

Pages are usually those which have a static   Posts usually contain semantically and           Portfolio content type will let you
purpose in life. For example, an about        chronographically arranged information – for     manage all your portfolio projects in one
page, or contact forms. They do not usually   example, news reports, event results, and of     place. It also gives you a number of
contain information about news items, for     course blog entries! The semantic structure is   different ways to display them on your
example, which are frequently added to        defined by categories and tags. Pages will        site, in feeds that pull through to other
the site.                                     only be displayed when you link to them          pages on your site.
                                              directly and never within your RSS feed.

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Sisters For Change Training
WP introduction

WP dashboard
Each of these different content types
                                                          Posts
can be found from the Wordpress
Dashboard.
                                                         Pages

Posts               News section

Pages               Website pages

Portfolio           Partner profiles, Making changes    Portfolio

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Sisters For Change Training
Wordpress CMS | Logins

                   Link
http://sistersforchange.org.uk/wp-admin

              Username
          Sisters for Change

             Password
     qQ0YErS1E&NObS)5I$SiHV3y

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Sisters For Change Training
Wordpress CMS | Individual Logins

Username                                    Username
Helina Shebeshe                             Dara Meunier

Password                                    Password
vLlWrh6QzbWqkf5MQ@m5j@os                    dAuRRrZWch73GxY%@zWMwf#)

Username                                    Username
Sarah Livesey                               Amy Macmillan

Password                                    Password
xs)9yaQ@RruzF77SptwJJIAY                    lA6ssLUX*b8Z7uFs&Al$2Oj@

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Sisters For Change Training
Wordpress CMS Training

       Latest news post

       Resource centre

       Homepage

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To add a new post
              When you hover click the
              edit button that shows

              Navigate to posts from the
              dashboard
              Navigate to the pages from
              the dashboard > posts

Latest news
 Overview     To edit a post
              When you hover click the
              edit button that shows

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Latest news post | Adding a new post

Step 1
Enter a post name and click
on ‘backend editor’

Step 2
Click on the ‘saved
template icon’ and on
2”News_No_Video’
template click the + sign.
This will populate the post
with placeholder text.
Update the content with
the new.

Step 3
Give the post a category

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Latest news post | Adding a new post

Step 4
Upload a featured image
(dimensions 730x365px)

Step 5
Below the page content, the header
options need to be set to ‘fancy title -
transparent - from theme options

Step 6
Make sure the page title is
set to font color #2d2b2b.

Step 7
Background colour
#e0d6eb

Step 8
Update and publish

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Latest news post | Adding a new video post

Step 1
Click on the ‘backend
editor’ button

Step 2
Click on the ‘saved
template icon’

Step 3
We have created the video template
called “1_news_with_video’ - click on
the plus sign - this will populate the
page with placeholder content which
needs to be updated.

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Latest news post | Adding a new video post

Step 4
Click on the pencil on the
video block

Step 5
Replace the youtube link
with the new youtube link.

Step 6
Complete steps 3 onwards from adding a new blog section

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News | Adding a new post with external author

Step 1
Click on the ‘backend
editor’ button

Step 2
Click on the ‘saved
template icon’

Step 3
We have created the video
template called
“9_news_with_external
author’ - click on the plus
sign - this will populate the
page with placeholder
content which needs to be
updated.

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Latest news post | Editing a post

Step 1
On hover, the edit button
will appear. Click the button

Step 2
Click on the pencil icon in
the green box

Step 3
Update the content and click save.
Update the page

Step 4
Complete steps 3 onwards from adding a
new blog section. Once this is done, you
need to update the author at the bottom
of the post. Scroll down and select
‘External Author’ from the dropdown.

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Step 1
                  Navigate to the pages from
                  the dashboard > pages
Resource centre
   Overview

                  Step 2
                  When you hover click the
                  edit button that shows

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Editing this section:

                              Resource centre | Child pages

Update the copy
Go to the bottom of the
page, edit the custom title
here

Update the image
Click the cross on the
image. Then upload new
image here. Dimensions
are: 1440x510px

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Editing this section:

                               Resource centre | Hub page Blocks

To edit an existing block
Click on the pencil icon in
the desired block.

Add a new block
Duplicate an existing row.
(Make sure the block are the
alternate colours). Update
the content, If only one
block is needed, click the
‘X’ on each individual item
within the columns.

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Editing this section:

                                         Resource centre | Child Pages

Editing the tabs
Click on the tab you wish to edit. And
click on the pencil in the orange
block. Update the name and save

Updating text within sections and
section names
SECTION NAME: Click the pencil icon
within the orange block. Edit and
update.
TEXT: Click the pencil icon within the
green block. Edit and update.

Editing accordions
Click on the + next to the accordion
that needs to be updated.

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Editing this section:

                                        Resource centre | Child Pages

Add a new tab
Duplicate the previous tab and
rename by clicking the orange
pencil. Update all content within the
tab.

Add a new accordion section
Open the last accordion and click the
duplicate icon. Update the name of
the accordion and the text within.

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Editing this section:

                                        Resource centre | Reports & briefing notes

Upload the PDF to the media library
Please keep the PDF to the lowest
file size you can, we normally aim for
a max of 3mb.

Add a new accordion section
Click on the duplicate icon FOR
BOTH THE TEXT AND THE BUTTON.
Update the name text and the button
link..

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Step 1
            Navigate to the pages from
            the dashboard > pages
Homepage
 Overview

            Step 2
            When you hover click the
            edit button that shows

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Homepage | Overview

            To edit this row

            To edit this row

           These rows are populated
           automatically

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Editing this section:

                             Homepage | Main Blocks

Step 1
Click on the white pencil
icon on hover

Step 2
A pop up shows up, with an
editor. Make the required
changes and click save.

Step 3
Once the changes have
been made the page needs
to be updated

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Editing this section:

                                                         Homepage | Main Blocks

Step 1: Dropdown header
You need to find the orange bar and click on the edit
icon. Once the pop up has been edited, click save.

                                                                                          Step 3: Dropdown copy
Step 1: Dropdown copy                                  Step 2: Dropdown copy
                                                                                          Edit the text here, without
Click on the edit icon on the                          Because the text is white,
                                                                                          removing the code. Click
green row.                                             you won’t be able to see it.
                                                                                          save and update the page.
                                                       So click the ‘text’ tab on the
                                                       right hand side.

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Editing this section:

                                    Homepage | Rev Slider - Text update

Step 1
From the dashboard,
navigate to ‘The 7
Slider Revolution.’                                              Step 4
                                                                 Make sure the changes
                                                                 work when responding
                                                                 on different screens

Step 2
Double click on the
desired banner.

                                                                 Step 5
                                                                 Click save in the top
Step 3                                                           right hand corner
Double click on the text. Edit in
the pop up and click the green
tick above when done.

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Editing this section:

                         Homepage | Rev Slider - Image update
                                  Image dimensions 1440x650px

Step 1
From the dashboard,
navigate to ‘The 7
Slider Revolution.’                                      Step 4
                                                         Select image or drop new
                                                         image into the library.

Step 2
Double click on the
desired banner.

                                                         Step 5
                                                         Click save in the top
                                                         right hand corner

Step 3
Click on media library

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Wordpress Tasks

    #1 Create a video blog post

    #2 Add a new article to the resource centre

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Task #1

                        Create a new ‘Video News Article’ from the below brief:

Title
{your name - test blog post}

H2
Lorem ipsum dolor sit amet, consectetur adipiscing elit,

Paragraph Text
Lorem ipsum dolor sit amet, consectetur adipiscing elit, consectetur adipiscing elit, sed do eiusmod tempor
incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud Lorem ipsum dolor sit
amet, consectetur adipiscing elit,

Video
https://www.youtube.com/watch?v=wAicZHMQEfA

Featured image
In provided folder

Category
SFC news

Once completed, please click the ‘save draft button’

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Task #2

                  Add a new article to the BME & Migrant Women Research tab in the
                 research and toolkits uk section (resource centre) - I have set up a test
                  page for you to work in called ‘UK RESEARCH AND TOOLKITS TEST’

Title
{your name - test article}

Paragraph Text
Lorem ipsum dolor sit amet, consectetur adipiscing elit, consectetur adipiscing elit, sed do eiusmod tempor
incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud Lorem ipsum dolor sit
amet, consectetur adipiscing elit,

PDF document
Please just use a PDF that is uploaded to the website already (we don’t want to add more weighty PDFs if we don’t need them))

Once completed, please click the ‘preview button’

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Mailchimp

 Introduction into Mailchimp

 Building a campaign

 #3 Create a newsletter

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Mailchimp | Login

                   Link
http://sistersforchange.org.uk/wp-admin

            Username
   agordon@sistersforchange.org.uk

               Password
            rockeFELLER22

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Mailchimp | What is Mailchimp?

No need to download an
application/programme, the
whole ESP is hosted online

                      Mailchimp is a web-based marketing platform, that allows you to share email campaigns with
                     interested parties. At its most basic, Mailchimp sends out automated messages via email, in the
                                                      form of newsletters or campaigns.

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Mailchimp | Mailchimp terminology

Mailchimp uses words that are a little different from common terms so you might want to have a read of these
common terms first.

   ●     Opt-in - This the way people sign up to your mailing list. i.e. filling out a form on your website.
   ●     Subscriber - This is a contact in your list. These people have opted-in to receive emails from you.
   ●     List - Where you store all of your subscribers’ information.
   ●     Campaign - An email you send to your subscribers. Otherwise known as a Newsletter.
   ●     Template - This is the layout for a campaign. You can customise these or design your own.
   ●     Report - An overview of each campaign’s performance.

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Mailchimp | Steps to building a campaign

  1. Pick your template       2. Add your content                     3. Add your list                         4. Hit send
We have templates for all     You can see all your           Once you’re happy with your          This is the moment of truth. Not to
types of messages—pick      updates in real time so        email, you choose who it will go to,   worry, we’ll make sure everything’s
one based on your goal or   it’s easy to see how it’s      whether that’s all your subscribers     good to go on our end before we
 a look you’re going for.       coming together.                  or one small segment.                   send it out the door.

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Mailchimp | Where to start

              Start from scratch                                    Save a template
 Select the basic template that best matches               Instead of starting over every time
the layout you’d like to use, then use the drag                you send an email, create a
  and drop editor to add other content and                 template you can use and modify
           apply colors and styles.                                 again and again.

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Mailchimp | Mailchimp plans

                                              Below is the selected package, what you can expect from
                                                        Mailchimp’s service within the package

Free plan                                            Essentials plan                                      Standard plan

The Free plan includes up to 2,000 contacts          The starting price includes 500 contacts, and the       ●    The base price includes 500 contacts, and
and 10,000 sends per month, with a daily send        price increases with audience size. With the                 the price increases with audience size. With
limit of 2,000. Here are a few of the features the   Essentials plan, you can store up to 50,000                  the Standard plan, you can store up to
Free plan offers:                                     contacts. Your monthly send limit is 10 times your           100,000 contacts. The monthly send limit is
                                                     audience size tier. Here are a few features                  12 times your audience size tier. Here are
    ●       1 audience                               included in the Essentials plan:                             some of the features that come with the
    ●       1 seat, with Owner permissions               ●     3 audiences                                        Standard plan:
    ●       A few basic email templates                  ●     3 seats, with Owner and Admin                 ●    5 audiences
    ●       Single email automations                           permissions                                   ●    5 seats, with Owner, Admin, Author, or
    ●       Basic reporting                              ●     All Mailchimp email templates                      Viewer permissions
                                                         ●     A/B testing Scheduled email campaigns         ●    Retargeting ads Series automations
                                                         ●     24/7 access to email and chat support         ●    Custom-coded email templates
                                                                                                             ●    Customer lifetime value
                                                                                                             ●    Send time optimization

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Mailchimp | Tips on building a campaign

                                   Ways to improve user engagement, results from A/B
                                               testing through Mailchimp

  Focus your message             Be concise           Create a hierarchy               Break it up                       Links
Some of the most effective   Reduce the length of    Put the most important    Use headings and bulleted       If you have a lot of info to
  emails have one clear      your email until you       information first      lists to divide content into   convey, link your website for
        message             can simplify no more                             sections, this helps scanners   subscribers can learn more.

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Mailchimp | Understanding the dashboard

Where to create a
                    Your email list     Where images
new campaign or
                    (subscribers)         are kept
  see old ones

            Where the          See results
          email templates       previous                             Create an email
             are kept          campaigns                                campaign

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Mailchimp | Create a campaign

                                Step 1
                                Add a campaign name and click begin.
                                This is just for your reference - the
                                recipient will not see this.

                                Step 2
                                Choose the list to send it too, you can
                                send to a custom mailing list which you
                                will need to set up. Details to follow)

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Mailchimp | Create a campaign

                           Step 3
                           If you would like to personalise the “to”
                           field, you can here. *{FNAME}* will pull
                           the first name from the data we have
                           from the sign up

                                Step 4
                                Enter the subject line and the preview
                                text. This will come through as the
                                example above.

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Mailchimp | Create a campaign

                           Step 5
                           On the tab menu, select saved templates and
                           select the SFC_newsletter. A template we have
                           set up for you specifically for newsletters

                           Step 6
                           Edit the content, when you select a section, the
                           editor will show on the right. Please note, if the
                           text is white, it will show white in the editor box
                           (example to the left)

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Mailchimp | Create a campaign

                            Step 7
                            Each section will be editable, by clicking the
                            edit icon here

                            Step 8
                            Where an image is featured, the image
                            dimensions are displayed below the name so
                            you can resize the images to the required size.

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Mailchimp | Create a campaign

                            Step 9
                            Add all of the required links.
                            To add links to:
                                ●     An image: Click on the link button
                                      below the image.
                                ●     Copy: Highlight the text to link and
                                      click the link button.

                            Once the link buttons have been selected. The
                            pop up will appear, where you add the link and
                            click insert.

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Mailchimp | Create a campaign

                            Step 10
                            Once the whole email has been amended, you
                            MUST test the email before sending to your
                            email list. Make sure that all links work and are
                            correct.

                            Step 11
                            Add the email addresses into this field who you
                            want to send a test email too and click send
                            test. Please note, due to the fact that
                            MailChimp adds ‘Test’ to the subject line (so it is
                            obvious it is a test), normally the email
                            platforms will mark the tests as junk, so please
                            check your junk emails for the tests.

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Mailchimp | Create a campaign

                            Step 12
                            If you need to go back into your email after the
                            test to make amends, the email will be kept in
                            the campaigns tab in the navigation

                                Step 13
                                To edit the template, or schedule the email,
                                click the edit button. When you go into the edit,
                                you can make changes by clicking into the
                                design.

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Mailchimp | Create a campaign

                            Step 14
                            To schedule the email, click on Schedule in the
                            top bar. Once clicked, this pop up will appear.
                            Choose the time and date that you would like
                            your email to be sent and click ‘Schedule
                            campaign.’

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Mailchimp | Segmentation

                  To target a specific group in your contacts, ie recipients within X miles of Brighton, we can
                         create a list which will mean that you can target them in an email campaign.

Step 1                                                               Step 2
Navigate to the audience section in the                              Select segments
navigation. Go to the dropdown.

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Mailchimp | Segmentation

Step 3                                                                    Step 5
Create the algorithm of which you wish your list                          Review the preview of the recipients that have
to focus on.                                                              been put into that segment

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Mailchimp | Segmentation

Step 6
Give the segment a name and click save. Once this has been saved, you will be able to select this list when
you are creating a campaign within the campaign lists.

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Mailchimp | Segmentation

Here is an example of how to retarget recipients who didn’t open the last few emails that
              were sent out. You could use this to test a new subject line.

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Task #3

Unfortunately, as we have a free MC account, we can only have one user, we should be able to work in the creator at the
                       same time, but make sure the name of your campaign has your name in it

        Subject                                       Preview test
        {your name - test article}                    Lorem ipsum dolor sit amet, consectetur adipiscing elit,

        Main image
        Use the image in the folder supplied

        Header
        Example newsletter

        Paragraph Text
        Lorem ipsum dolor sit amet, consectetur adipiscing elit, consectetur adipiscing elit, sed do eiusmod tempor
        incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud Lorem ipsum dolor sit
        amet, consectetur adipiscing elit, Read more

       (don’t forget to link the new links to the website)

       Remove the rest of the email. Send a test email to charlotte.thorns@addmustard.com and save and exit

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Questions?

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Thank you
       Contact
design@addmustard.com

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