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CAPA Website Tutorial

Anne Dang, CCPAWebmaster for CAPA

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Presentation Outline Page 1

1. How to Access Admin Area2. How to Post a News Item3. How to Edit a Page4. How to create a Monthly Newsletter5. How to add a PA to the “List of Certified Physi

cian Assistants”6. How to Add a Link to a Menu

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Presentation Outline Page 2

7. How to Create a New Page8. Formatting a Post/Page– How to Add Links– How to Add an Image– How to Insert a Photo Gallery– How to Insert Tables

9. How to Manage the Forum10.How to Create a Polling Question

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HOW TO ACCESS THE ADMIN AREA

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How to Access Admin Area• Login to the website• There is a grey toolbar across the top of the

page• Hover “Canadian Association of Physician

Assistants” and select “Dashboard”

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How to Access Admin AreaADMIN AREA: DASHBOARD

The “Dashboard” is the main admin area. Here you can see site statistics and make changes to the website.

This area is NOT viewable to the public.

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HOW TO POST A NEWS ITEM

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How to Create a New PostPOSTS VS. PAGES

Posts vs. Pages• Posts: Any posts created will appear on the

front page or “PA NEWS” section only. You can add categories or categorize by date.

• Pages: Are not time dependent or categorized by date. They make up the main content of the website (e.g. “About CAPA, About PA’s, Events”)

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How to Post a News Item

1. Login2. Go to Dashboard3. Select “Posts” Add New

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How to Post a News ItemENGLISH POST

Step 1: Type English Title Step 2: Ensure “English” Tab is Selected

Step 3: Type News Content in this large textbox

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How to Post a News ItemFRENCH POST

Step 1: Type French Title Step 2: Ensure “French” Tab is Selected

Step 3: Type the French News Content in this large textbox

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How to Post a News ItemPUBLISHING THE CONTENT

Step 1: Edit the publishing date, or leave as is if you wish to publish today

Step 2: Select a category for this news item, check only one

Step 3: Click “Publish” Button to have news item go live on website

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HOW TO EDIT A PAGE

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How to Edit a Page

1. Go to the CAPA Website

2. Navigate to the page you wish to change

3. Scroll to the bottom of the page you wish to edit, and click the “Edit” Link

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How to Edit a PageENGLISH

Step 1: Edit the content in this textbox

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How to Edit PageFRENCH POST

Step 2: Ensure the French Tab is selected to edit the french part of the post

Step 3: Click this textbox to edit the french part of the post

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How to Edit PagesSAVING YOUR CHANGES

Step 1: To save your changes, click “Update”

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HOW TO CREATE A NEWSLETTER

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How to Create a Newsletter

1. Login to the CAPA Website

2. Hover over “CAPA Newsletter”

3. Select Newsletters

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How to Create a Newsletter

1. However over “Newsletter Template”

2. Select “Duplicate”

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How to Create a Newsletter

Step 1: Click this textbox to edit the title of the newsletter “2012 Annual CAPA Newsletter”

Step 2: Click “Next Step”

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How to Create a Newsletter

• The next page will take you to the basic “template” where you will edit the Newsletter

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How to Create a Newsletter

• Hover and click the area you wish to edit

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How to Create a Newsletter

• After you click the area you wish to edit, a box will appear. Here you can edit as you see fit:

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How to Create a NewsletterCHANGING FONT COLOR

Changing Text Color:1. Highlight the text2. Click the “A”3. Select Maroon (this is the color of the titles)

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How to Create a NewsletterADDING LINKS

Adding Links1. Highlight Text2. Select the Chain Icon

3. A pop up will appear. Paste the link you want to insert + click “update”

4. To change link color, highlight and select “A”, then “blue”

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How to Create a NewsletterHOW TO SEND A PREVIEW TO YOURSELF

• Scroll down to the bottom of the page• Type your email in the textbox• Select “SEND PREVIEW”

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How to Create a NewsletterSAVING THE NEWSLETTER

• Scroll to the bottom• Click “Next Step”

• Wait for the page to load• Now the newsletter is saved.• You may now exit the

window

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HOW TO ADD A PA TO LIST OF CCPAS

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How to add PA’s

1. Go the Dashboard

2. Find “List of CCPAs” on the left hand bar

3. Hover and select “Add Participant”

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How to Add PA’s

• Fill out Last Name, First Name and CAPA Number ONLY

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How to Add PA’s

• If adding one record, click Submit• If adding more than one record, click “Next”

that will save the current record and start a new one.

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How to Add PA’s

• Once you are finished adding the record, you are now done.

• The record will now appear on the website automatically

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HOW TO ADD A LINK TO A MENU

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How to add a Link to a Menu

• This allows us to add a link to a menu that will appear on the main website

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How to add a Link to a MenuACCESS THE “ADD MENU” AREA

• Go to the dashboard area• On the left hand side, hover over

“Appearance”, and then select “Menus”

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How to add a Link to a MenuSELECT THE MENU

• On the page that loads, you’ll notice across the top different menus you can select from.

• Click the menu you want to edit, in this example we will choose “About CAPA”

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How to add a Link to a MenuADD PAGES TO THE MENU

• On the left hand side, you’ll see an area called “Pages”, Ensure the “Search” tab is selected

• In the Search area, type the name of the page you want to add

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How to add a Link to a MenuADD PAGES TO THE MENU

• Select the checkbox of the page you want to add

• Then Select “Add to Menu”

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How to add a Link to a MenuADD PAGES TO THE MENU

• The added page will now appear at the bottom of the Menu Page

• Click and Drag the Menu Item according to where you would like to place it.

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How to add a Link to a MenuADD PAGES TO THE MENU

• To Remove a Link, click at the right hand corner of the page item

• Then Click “Remove”.

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How to add a Link to a MenuADD PAGES TO THE MENU

• Click “Save Menu” to save your changes. And the changes to the menu will appear live on the site immediately

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HOW TO CREATE A NEW PAGE

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How to Create a New PagePOSTS VS. PAGES

Posts vs. Pages• Posts: Any posts created will appear on the

front page or “PA NEWS” section only. You can add categories or categorize by date.

• Pages: Are not time dependent or categorized by date. They make up the main content of the website (e.g. “About CAPA, About PA’s, Events”)

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How to Create a New Page

• Go the Dashboard Area

• Hover over “Pages”, then select “Add New”

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How to Create a New PageENGLISH PAGE

Step 1: Type English Title Step 2: Ensure “English” Tab is Selected

Step 3: Type Page Content in this large textbox

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How to Create a New PageFRENCH PAGE

Step 1: Type French Title Step 2: Ensure “French” Tab is Selected

Step 3: Type the French Page Content in this large textbox

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How to Create a New PagePUBLISHING THE CONTENT

Step 1: Edit the publishing date, or leave as is if you wish to publish today

Step 2: Select page parent for this post (SEE NEXT SLIDE FOR MOST DETAILS)

Step 3: Click “Publish” Button to have page go live on website

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How to Create a New PageIMPORTANT: CHOOSING PAGE ATTRIBUTES

Choosing the page attributes determines where the page will be located & what it will look like

Step 1: Select the Page Parent from the Drop Down Menu

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How to Create a New PageIMPORTANT: CHOOSING PAGE ATTRIBUTES

Step 2: Select the template that it is to fall under:

• Conference: If it’s a page for CAPA Annual Conference

• Members: If it’s a members only page• PA Employers: If it’s a page for PA employers• PA Students: If it’s a page for PA students• PACCC: If it’s a page for PACCC• Practising PA’s: If it’s a page for Practising PAs

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How to Create a PageADDING PAGE TO A MENU

Please click here to see the “How to add a Page to a Menu”

section of this tutorial

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FORMATTING A POST OR PAGEHow to add images, links, photo galleries

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Formatting a Post/PageHOW TO ADD A LINK

• To add a link, highlight the text you wish to link

• Next, select the chain/link icon

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Formatting a Post/PageHOW TO ADD A LINK

• A window will pop up• Type in the URL or

type the page in search, and select from the window below

• When ready, click “Add Link”

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Formatting a Post/PageHOW TO ADD A LINK IN FRENCH

• When adding a link in French, please note that you MUST type in the URL, using the search feature will not work and will only link to the English page.

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FORMATTING A POST/PAGE:HOW TO ADD AN IMAGE

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Formatting a Post/PageHow to Add ONE Image

• Select the “Add Media” Icon

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Formatting a Post/PageHow to Add ONE Image

• A window will pop up, either drag the file into the “Drop Files Here” area, or click “Select Files”

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Formatting a Post/PageHow to Add ONE Image

• Once you have selected your file, you’ll see a loading bar:

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Formatting a Post/PageHow to Add ONE Image

Here, you can change:– Title– Caption– Link URL

(please click “None”)– Size

Click “Insert into Post” to insert

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Formatting a Post/PageHow to Add ONE Image

• The post should now appear inside the post.

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FORMATTING A POST/PAGE:HOW TO ADD A PHOTO GALLERY