This document is intended to navigate you through the different features on your website, and how to edit or create each of them.
For ease of use, all sections (layouts) currently built on the site, and shown on the Layouts Example page, have been saved into the templates.
When editing or creating new pages, if your page or section is not looking as it should, go to the layout examples and reference the styles and formatting that we’ve used on the comparable widget.
Table of Contents
Pages
Creating & Editing Pages
Permalinks (URLs)
Page Attributes
Yoast SEO
Page Blocks
Widgets
Content Editor (WYSIWYG)
Content Styles
Blog Posts
Media Library
Forms
Menus
Footer Areas
Pages
Creating & Editing Pages
To create a new page, go to: Pages > Add New To edit an existing page, go to: Pages > find the page you’d like to edit > Edit
Enter a title in the field that says “Add Title.”
This is just for internal labeling
Permalink — This is where you can update the URL for the page. Note: Upon saving the draft or publishing the page a URL will be auto-generated based upon what is entered into the title field. If you wish to change or adjust this URL, you can do that under the “Permalink” section.
Page Attributes — This is where you can assign a parent page.
If you assign a page to a parent page it will change the URL structure of the page.
If “new page” is assigned to “old page,” its URL will change to old-page/new-page.
You can set the order of pages in the visual navigation in Appearance > Menus. (directions below)
Yoast SEO — Scroll to the bottom of the page to the “Yoast SEO” section. Here you should see options to edit the SEO title and meta description.
Add specific SEO title and meta description for the page.
Use the social sharing tab in Yoast to set specific content for Facebook and Twitter.
You can also hide pages from sitemap and Google search:
Go to the “Advanced Settings” tab in Yoast.
Select the settings No (Index) and No (Follow) will hide pages from the sitemap and Google search.
Elementor – click on the blue “Edit with Elementor” button to enable the Elementor builder
Save the page as a Draft or Publish to make it live.
Page Blocks
Once your page is set up, and the Elementor builder is on, you can begin adding in page blocks to build out the page. Refer to the Page Block Library for all of your page block options.
Identify the spot in the page you’re building where you want the page block to live
Add the page block you want from your templates
Edit the page block as needed and save.
Widgets
Widgets (buttons, intro text, pretitle text, etc) can be added to pages from the Elementor sidebar by going to the “Global” tab.
Select the element that you want to add from that menu
When you add the widget, you’ll see this option to unlink it from global. Make sure to select “Unlink”
Edit the widget as necessary and save.
Content Editor (WYSIWYG)
Entering content into the content editor:
You can type content directly into the WYSIWYG editor or copy/paste from a word processor.
If you are copying and pasting content, always use the “Clear Formatting” button after pasting. You can also “paste as plain text.”
Use the “Special Characters” button (Ω) to replace any special characters from pasted content. If not, the coding may be different.
Content Styles
For more information about all of the various content styles possible for your site, visit your Content Styles Page.
Header Styles
Different header styles are preloaded in the “Paragraph” dropdown menu and are labeled (Header 1, Header 2, etc.)
You will never have to select h1 as the page name or title override will automatically create the h1 for this page.
Highlight the text and then select the desired header style.
Format Styles
Format styles (buttons, intro text, pretitle text, etc) can be added to pages from the Elementor sidebar by going to the “Global” tab.
Blog Posts
To create a new blog post, go to: Posts > Add New To edit an existing blog post, go to: Posts > find the blog post you’d like to edit > Edit
All blogs are stored in “Posts”. To see all the posts that have been created, click the “Posts” link.
Add your title and permalink at the top.
Add your categories, tags, and featured image in the right-hand sidebar.
Add your content in the page content WYSIWYG.
Update your title and meta description in the Yoast SEO settings.
Click Publish.
Media Library
Note: Images should be cropped and compressed before adding to the media library. It is recommended that images be no larger than 250kb (though sometimes this is unavoidable). You will want to crop the image to the appropriate dimension prior to compressing. This site, tinypng.com, can be helpful in compressing file sizes for sized images.
To view the Media Library, go to: Media > Library
To add new images and files, click the “Add New” button at the top of the page. Then click “Select Files” or simply drag and drop a file into the window.
You can add files directly to a specific folder or drag and drop them into the proper folder later.
You can click on any media item to edit the following fields:
Alternative Text
Title
Caption
Description
File URL
If you’re editing a PDF, the “File URL” field is the link you will use for linking directly to the PDF.
Note: The media library can be filtered by type or date and is searchable by title.
Forms
To create & edit forms, go to: Ninja Forms > Dashboard
Here, you should see all of the forms on your site.
Click the gear icon next to your form to edit, duplicate, preview, and delete your form. You can also view the submissions in this location.
Either click “Add New” or edit an existing form.
Go to the “Form Fields”
Add in the form fields you want with the blue + icon in the lower-right corner.
Once desired form fields are added. Click “Publish.” Note: This button will always say “Publish,” even if the form has already been published.
Go to the “Email & Actions” tab
Edit redirect, email admin and email user settings for each form
Redirect — Redirects to thank you page
Email admin — You can customize the way each submission hits your inbox: from name, address, to email (very important), subject, and fields.
The Advanced Settings below the html window allow for additional email parameters to be added. If an auto Reply email, CC or additional email addresses need to be added to the form. Can be done here versus creating new email addresses.
Once the form is complete, copy the short code and paste into a content editor.
Menus
To edit menus, go to Appearance > Menus
Note: The social media menu in the footer is in a different location. See below.
Go to the “Select a menu to edit:” dropdown, and pick the menu you want to edit.
Use menus to organize how you want the various menus to display.
Adding Menu Items —
Find the page (or other type of menu item) you want to add to your menu from the “Add Menu Items” selection area on the left.
Select “Add to Menu,” and the page will appear at the bottom of that menu.
Drag and drop the page you added to the spot in the menu where you want it to appear.
To set something as a child menu item, drag the page so it appears indented underneath the primary page.
Click the arrow on the right side of the menu item for more options. In this area, you can edit the following items:
Navigation Label (the text that appears in the menu itself)
Title Attribute
A checkbox for opening links in a new tab
(optional) CSS Classes
Once you’ve got the. Menu the way you want it, click the “Save Menu” button in the upper-left corner.
Mega Menu
To update the mega menu under “Knowledge Base”, go to Appearance > Menus
Next to “Knowledge Base” you should see a “settings” button
Click on that and you should see the option to “Edit Mega Content”
Click on that button, and that will take you to the Elementor editor where you can manually update the content in the mega menu
Footer Areas
To edit the Footer Areas, go to: Appearance > Widgets
Under Appearance > Widgets, you should see various widgets
These are the widgets that we’ve set up for the footer areas.
Expand the text areas, edit the content, and save.
