Introduction

Congratulations on launching your eCard site! This document provides specific instructions on how to update and maintain your site.


Your website is built on WordPress, which is updated and improved frequently. This is good news for you, because it means that it’s always getting better and more secure. However, it also means that the platform may change slightly from update to update. 


For that reason, we encourage you to visit the latest documentation and resources at the WordPress website at http://codex.wordpress.org/WordPress_Lessons for more information. 


Note: If you are comfortable editing content in WordPress, you can skip this article.  


Getting Started


Logging In

To log in to the WordPress Administrator Interface, where you’ll make content changes to your site:

  1. In any web browser enter the URL provided by Cornershop Creative. 

  1. Type your username and password, which you will have received from Cornershop Creative. 


The WordPress Administrator Interface

Once logged in, you will see the WordPress Administrator Interface. This is where you make changes to your website. On the left you will see the following items:

  1. Media. Images that are uploaded through WordPress.

  2. Forms. List of sent eCards in case of necessary editing or exporting data.

  3. Pages. This is how you will add new campaigns with specific categories. 

  4. eCards. Individual posts containing the ecard image and ecard name.

  5. Profile. Basic profile management (password, username, color scheme, etc.)

  6. Site Options. Management of overall themes, content, etc.



Screen Options

You can alter what items are visible on your screen at any time by clicking screen options in the top right and selecting from the available items.


 

Your Custom Site

Your WordPress site is a little non-traditional, since it’s used primarily for the creation of eCard posts and forms, with no customization for things like a home page, menus, or other types of content. 


Create a New eCard Post

We’ve built a custom eCard post type to manage each individual card. These card posts will never be viewed individually, but instead will be automatically included each time you create a new eCard form. 


To create a new eCard post, find the eCard option in the left navigation in your WordPress admin and click “Add New”.


There are many fields available by default in WordPress, but you need only fill out four:

  • Title. The eCard’s post title will be displayed as a caption to the image on your forms.

  • Custom Embedded Message. This will display under the user message and you can use this to override the default message. 

  • Categories. You can use these to categorize eCards and will be able to select which category displays under “Site Options” or when you create a new page. 

  • Featured Image. This option at the right of the post is used to determine which image should be presented on your forms.


Once you’ve filled out these four fields, the eCard record will automatically be added through the “Select an eCard” fields on your forms, as shown below:



Note: The eCards will display from newest to oldest from right to left, respectively. You can adjust their order by changing their publish date. 


Social Media Sharing & SEO


Default Properties

When sharing a page to social media, the social media service will pull the following information for display:

  • Title. by default, this will be the defined title of the page that appears in your browser.

  • Description. by default, the service will display the first paragraph-level language on the page.

  • Image. If you do not set a default here, the social service will display the first image that is displayed on the page, as long as it meets size requirements. Every service is different, but Facebook, for example, will only use a photo if it is larger than 200x200px. If the first image is too small, Facebook will display the next image.


Facebook, Twitter, and LinkedIn all use this information. Other services can vary in terms of what they will utilize and share.


Users

The Users area is where you would go to give permission for an individual to add content to your site – either on the backend or frontend through comments and discussions.


User Roles

Out of the box, WordPress comes with the follow 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 and comment on the site.


We have additionally added a client admin role that will allow you increased access to settings and exporting data. If you would like to set up additional users within your organization you can either use client admin or editor. 


Add User

  1. From the WordPress Administrator Interface, hover over Users and click on Add New User on the left navigation menu.

  2. Complete the form by creating a username, email address, first name, last name and password. Our security plugin requires a strong password, which can be generated at: http://strongpasswordgenerator.com/, if not given the ability to auto-generate one.


Remove User

  1. From the WordPress Administrator Interface, hover over Users and click on All Users on the left navigation menu.

  2. This page contains a list of all users in the system.

  3. Check the box next to the user that you wish to remove from the system.

  4. In the dropdown that is labeled Bulk Actions, select Delete and then click the button for Apply.



Exporting Data

You are able to export all data from your eCard forms in the backend. Under the "Dashboard" you will see "Export Entries to CSV". Click the button according to your form type (unpaid/standard or paid). Once you click the button the CSV will download.



Resend eCards 


You are able to resend eCards in the backend. Under the "Dashboard" you will see "Resend an eCard".


When you click that button you will be sent to a specific page that allows you to enter the eCard entry ID and prompt the eCard to resend.


In order to find the eCard entry ID you need to go to Forms > Entries and then select the appropriate form at the top.



What to Do if Your Site Goes Down!

Unfortunately, sometimes websites go down, often for reasons that you have no control over. 


Down for Everyone?

If you believe your site is down, first go to http://downforeveryoneorjustme.com/ and enter your site URL. If it reports that the site is down for just you, there’s likely an issue with your computer or Internet - try rebooting. If it’s down for everyone at your office, it may be an issue with your office’s Internet or network, and you may want to contact your IT department.


We find that 90% of site downtime is due to hosting issues. The host is almost always aware of this outage and working quickly to restore service. You can always check to see if LiquidWeb is aware of the issue by visiting: https://status.liquidweb.com/ 


If it says that things are operational or you have further concerns, you are welcome to reach out to us at support@cornershopcreative.com


Note that Cornershop does not provide 24/7 support, so we will begin our investigation on the next weekday after 8am Eastern Time.


Feel free to continue on to our next article to help with using categories!