V1, 4/19/2018
Content Management Guide
Curzio Research
Prepared for:
Curzio Research
Summary
This guide will provide instructions on how to manage the custom Curzio Research theme located at cuzrioresearch.com. This will include the following:
•Header
•Footer
•Sidebar
•Page Templates
•Podcasts
•Blogs
•Miscellaneous
•Migration Steps
Header
The header contains two elements: a logo and the main navigation.
- The logo image is controlled in Theme Settings > Header > Header Logo
- The main navigation is controlled in Appearance > Menus. It will pull in whichever menu is set as your Primary Navigation. The last link will always appear in CTA style (green, all caps).
Footer
The footer contains five elements: a logo, social media, copyright text, footer menus and opt-in form.
- The logo image is controlled in Theme Settings > Footer > Footer Logo
- Social Media links are controlled in Theme Settings > Footer > Social Media
- Copyright Text is controlled in Theme Settings > Footer > Copyright
- The Footer Menus are controlled in Appearance > Widgets > Footer. Each menu is a Navigation Menu widget that allows you to select a menu to use. A menu can be created in Appearance > Menus.
- The Opt-In form uses a Thrive Leads shortcake and uses a Text Widget to be placed in the footer. Thrive Opt-In forms can be controlled in the Thrive Leads plugin.
Sidebar
The sidebar contains three elements: a search box, opt-in form and text widget. All elements are controlled in Appearance > Widgets > Primary.
Page Templates
- Default Template
Fields:
• Title
• Free Content Area
2. About Template
Fields:
• Featured Image
• Social Media
• Facebook URL
• Twitter URL
• LinkedIn URL
• Publications
•Title
• Left Button (label and URL)
• Right Button (label and URL)
• Free Content Area
3. Publication Template
Fields:
• Logo Row
• Button Row
•Left Button (Label and URL)
•Right Button (Label and URL)
• Free Content Area
4. Full Width Template (Used for Podcast Archives Page)
Fields:
• Title
• Free Content Area
This template is treated the same as the ‘Default’ template, but the sidebar is not displayed.
Podcasts
Podcast Categories
Fields:
•Category Name
• Category Image
- Categories can be managed in Posts > Categories.
- All Podcast categories must have a Parent Category of ‘Podcast’
- You can edit a category image in Posts > Category > Edit Category (towards bottom of the page). This will be the image that is pulled on the homepage feed. If no category image is present, the featured image for the post will be used.
Podcast Posts
Fields:
•Category
• Episode Number
Notes:
• Podcasts should be tagged in a category that is a child of category ‘Podcast’.
• Ex: Below, there are 3 podcast categories, all under Podcast
• Each podcast should be tagged with the parent category ‘Podcast’ AND their respective podcast show. The podcast show category should be marked as ‘Primary'
• There is a new ‘Episode Number’ Field that will be displayed on the Edit Post page.
Blogs
All posts tagged under the ‘Blog’ category will be treated as blogs on the site.
Miscellaneous
- Comments
Comments can be turned on/off in Theme Settings > Comments
Migration Steps
1.Obtain sitemap of existing redirects so 301 redirects can be put in place
2.Set up menus: header, footer, and sidebar
3.Switch post displays to ‘6’ in Settings > Read
4.Install Custom Fields plugin and export/import fields from staging site
5.Install WP Navi plugin
6.Update category ID for is_a_podcast function (probably not necessary, but check)
7.Upload category images and configure new categories (place under ‘Podcast’)
8.Upload header and footer logos (make sure images are optimized!)
9.Tag posts to appropriate categories
10.Build and setup Thrive lead forms: header, footer, and sidebar
11.Build pages that use new templates (About, Publication, Podcast archive)
12.Switch homepage to use Latest Posts
13.Switch theme to Curzio Research (Redesign)
14.Add Logos, Social Media links, and Copyright text in Theme Settings