How to Edit WordPress Website Pages

  1. When logged in to WordPress:
  2. To access backend click Dashboard on top left
  3. Click Pages
  4. Scroll or Search for the page you are looking for
  5. Click Edit
  6. Once edit page opens, you can edit the content in the box, if content text appears.
  7. Click Save
  8. Click Update
  9. Click Avada or Beaver Builder if no content text in box appears. (This will open the editing page)
  10. Click the middle of the page once editing page opens.
  11. Edit the content
  12. Click Save
  13. Click Done
  14. Click Publish
  15. Confirm all changes

 

OR

 

  1. When logged in to WordPress:
  2. Click The LifeLine Canada Foundation or Companion Paws on the top left
  3. Once edit page opens, you can edit the content in the box, if content text appears.
  4. Click Save
  5. Click Update
  6. Click Aveda or Beaver Builder if no content text in box appears. (This will open the editing page)
  7. Click the middle of the page once editing page opens.
  8. Edit the content
  9. Click Save
  10. Click Done
  11. Click Publish
  12. Confirm all changes

How to add a pdf link into WordPress page (e.g., Volunteer Resources)

  1. Login to WordPress
  2. Go to thelifelinecanada.ca/volunteer-resources
  3. Click Edit Page at top
  4. Scroll down in the middle of the Container, WHICH WILL TURN WHITE, and click the paint brush  symbol that pops up in middle of the container. (container is the block that has text/content in it)
  5. Scroll to where you want to add the document
  6. Write – NAME OF DOCUMENT (as you want it to show on the page)
  7. Copy – NAME OF DOCUMENT
  8. Click Add Media at top
  9. Click Upload Files
  10. Add the  pdf
  11. Add NAME OF DOCUMENT into the Title (otherwise the name will be the pdf file name)
  12. Click Update
  13. Bold the NAME OF DOCUMENT (on the resources page)
  14. Click the pencil (edit)
  15. Click the Gear
  16. Click Checkbox “Open Link in New Tab”
  17. Click Update
  18. Click Update at bottom of main edit page (IMPORTANT or the item will not save!)

    NOTE: IF YOU ARE REPLACING AN OLD DOCUMENT UNDER AN EXISTING NAME, IT’S EASIEST TO DELETE THE PDF THEN DOING THE “ADD MEDIA” STEPS ONWARD, OR EVEN DELETE THE WHOLE ITEM AND START OVER.

How To Edit Email Notifications and Website Forms page Confirmations

  1. When logged in to WordPress:
  2. Scroll down the dashboard to VFB Pro
  3. Choose All Forms
  4. Choose the Form you want and click Edit

5.

  • Email settings (This is the notification email sent to the contact when their form is submitted)
  • Scroll down to message box
  • Write message.
  • Click Save Changes

AND

6.

  • Confirmation (This is what shows on the website page once the form is submitted)
  • Scroll down to message box
  • Write message.
  • Click Save Changes

7. Edit the email script in the Message box
8. Click Save Changes

 

How To Export from WordPress: Adoption Applications, Volunteer Forms, Temperament Assessment Forms, Visiting Requests, and Foster Applications

1. Login to WordPress
Url: https://companionpaws.ca/wp-admin/
Username: cpaws
Password: Thelifeline1!

2. Click VFB Pro (left hand side dashboard and scroll down)
3. Click Export
4. Under “Choose what to export”, checkbox Entries (Essential!)
5. Select the Form you are exporting data from
6. Keep Comma Separated (csv)
7. Choose the start and end date for the data you are exporting (usually one day before and after to ensure capture data)
8. Click Select All
9. Click “Download export File”
10. Open exported csv (double check right data downloaded); save to desktop (e.g., put an identifier like first name of applicant at the front of the csv file name)
11. Highlight column A (Entry Id) and delete

12. – SEE DETAILS

    • Number 12 is dependent on the form. To import properly into Neon, the commas need to be replaced with | when there is more than one answer selected for the specific question. Following are the fields that need to be adjusted.
    • Click top left corner of spreadsheet to highlight all; click between a column to expand columns; and scroll over to the applicable column. Replace all the “, ” with a “|”.

12. Temperament Assessments: “Type of Therapy dog” (if there is more than one listed)

12. Adoption Applications: “How would you describe your household?” and “Under what circumstances would you give up your dog” (if there is more than one listed)

12. Foster Applications: “How would you describe your household?” (if there is more than one listed)

12. Volunteer Forms: “Please check all areas of volunteering you would like to perform” (if there is more than one listed)

13. Save
14. Log in to Neon to Import