Help: for Peregrine Website Authors and Editors

About the Peregrine Website

The website is running in the world’s most popular software used to build websites: WordPress. Over 25% of all websites in the world use WordPress.

WordPress creates two kinds of content:

Pages are linked to the site’s navigation menu. Our site has a Page with info about each Peregrine Property, and also pages shared with all such as The Peregrine Way page.

Posts on our site are used for dated articles about news, events, and even customer testimonials. The posts are not linked to any navigation menu, but instead flow directly inside the property pages as a list of articles. Where a post displays depends upon what category you assign the post to. Any post in category “News MA Tewksbury” will show up in the Property News area on Tewksbury’s property page. “Reviews MA Tewksbury” displays a post in the Reviews section featuring customer testimonials. The most recent posts are shown first, and older posts eventually are no longer shown.

Media Library is where WordPress stores all website images and PDF documents.


Media Library – Images, PDF Documents, Video, Audio

The Media Library is where WordPress stores photos, graphics, documents such as PDF calendars, PDF newsletters, etc.

Any item in the library can then be inserted into any pages or posts. Links to detailed instructions are shown below, but first…

Important Rules for Naming and Categorizing Media

Because all the media items for all Peregrine properties are stored in one media library:

1. It is helpful to name photos and documents so they are identified with one property, so the Search box in the Media Library can find those relevant to a property. When the site was created, every media item file name contained the state and city of a property, such as NY Cheektowaga. Searching “NY Cheektowaga” in the media library search box produces a list of that property’s photos and PDF documents. It’s good practice to rename your photos/documents with the state/city before uploading into the Media Library, but if you forget, you can always edit an item to change it’s name in the Media Library.

2. We also assign each media item to a Media Location which is the property state and city. This also allows changing the View All Categories box to display one property at a time. To assign items to a media location:

a. Upload the items into the Media Library from your PC (instructions below).
b. Check the boxes next to the items.
c. Atop the list in the Bulk Actions box choose the Media Location you wish to assign to the checked items.
d. Press the Apply button. Note that this TOGGLES on or off the Media Location, which means if the item did not have this location then it is then added, but if already had the location then it is removed.
e. Any media item can belong to more than one Media Location.

How to Use the Media Library and Insert Images and Documents into Pages and Posts

Read Inserting Images into Pages and Posts

Read How to Use Media Library

Read More Media Library Help

While you can upload videos into the media library, it is best to upload htem to YouTube.com and play them from there, as explained in instructions for the property page videos.


You can turn any words on a page or post into a link to another part of the page (see how below), another page on the Peregrine website, or another web page on the Internet.

Read How to Create Links

A link is created as follows:
1. Type the words that will become a link.
2. Highlight those entire words with the cursor.
3. In the Visual Editing toolbar click the Chain Link icon.
4. In the Insert/edit Link popup, in URL, enter the URL the link will go to. Easiest method is to open another browser window, visit the website, highlight its URL appearing in the browser’s address window, copy it to your clipboard, and paste it.
5. The Link Text shows the original words you typed and highlighted before clicking the Chain Link. If you change them in the popup you are changing them on the page.
6. Be sure to check the box for Open link in a new window/tab when the link is to an external website, rather than another page on PeregrineSeniorLiving.com. Checking the box means when clicked this link will open a new browser window, also keeping the original window with the property’s website, rather than leaving the property to go to the other website.
7. Click Update.
8. In lower right of the Text Module Settings popup click the blue Save button.
9. Scroll up the property page and in right column click the blue Update button to save a new version of the page

Special: Anywhere within your property page, you can create a link that when clicked scrolls the page down to another section on the same page. For the link URL, you simply use one of the following:

#property-events-section
#property-overview-section
#property-floorplans-section (if exists)
#property-photo-tour-section
#property-resident-photos
#property-calendar-section
#property-videos-section
#property-news-section
#property-reviews-section
#property-staff-section
#property-contact-form-section
#property-map-section
#property-community-links-section

#page-container will go to the top of the page.


Editing Property Pages

Each Peregrine property location has its own Page on the website. To edit a property page, you must be an Author listed as the page owner, or an Editor who can edit anyone’s page.


Finding A Page to Edit

To edit a particular page, in WordPress Dashboard click on Pages in the left column, then in the list find the page (you might have to go to page 2 or 3 of the list) then either click the page title or Edit below the title. The section labeled PAGE BUILDER is where you change the content of the page, as explained below. After you make changes, you will click the blue UPDATE button in the right column, or else your changes won’t be published. With the Page Builder there are section blocks (blue or purple) containing each part of the web page as explained in the following sections…


Property Title & Property Menu

This area should not require editing. The title has been created to optimize Google search ranking. The menu bar atop a property page is not edited within this section, but rather by editing in WordPress Dashboard the Appearances –> Menus. There are two standard property menus, one with Floorplans and one without.


Property Slideshow

Any photos or messages can be quickly added to the Property Slideshow. For instance, you can add a slide for Mother’s Day with a button to RSVP.

The Property Slideshow is in the second page section that also contains areas for the Property Logo, Address, Links, and Social Media links.

1. To change the slides, click the icon.
2. A popup window opens, listing the existing slides.
3. You can rearrange the order by dragging a slide to a new position.
4. To delete an existing slide, click the at left of title.
5. To edit a slide, click the at right of title.
6. To add a new slide, below slide list click the Add New Slide.

The Slide Settings window opens when you edit or add a slide.

Remember when done you must press the blue SAVE button in lower right to save your changes, PLUS also scroll up and click the blue UPDATE button in right column to save the new version of the page.

When editing or adding a slide do the following:

a. In Heading type the Headline that will be displayed to web visitors over this slide. You can leave it blank if you have no message to appear over a photo.
b. In Button Text, leave blank for no button, or type the words to appear within an action button, such as “Read More” or “Click to RSVP”
c. In Button URL, enter the URL where the web visitor is taken when the button is clicked.

To go to another section on this same property page, enter one of the following:

#property-events-section
#property-overview-section
#property-floorplans-section (if exists)
#property-photo-tour-section
#property-resident-photos
#property-calendar-section
#property-videos-section
#property-news-section
#property-reviews-section
#property-staff-section
#property-contact-form-section
#property-map-section
#property-community-links-section

To go to a different page on the website, open another browser window, navigate to that page, then highlight the URL web address in the browser’s address window, copy it to your clipboard, then paste the URL into the Button URL. For instance, http://www.peregrineseniorliving.com/assisted-living-the-peregrine-way/ will go to the page “Assisted Living The Peregrine Way” when the visitor clicks the button.

In similar fashion, you can also link to a news POST you write about an upcoming event, so visitors can read the details of attending.

d. In Background Image, you specify the photo that appears covering the entire slideshow background. Click Upload an Image and in the next window Media Library to choose a photo already in the Media Library, or Upload Files to add a new photo from your PC into the Media Library so you can choose it. Then in lower right clickthe blue Set As Background button.

Note that slideshow images should be horizontal format, not vertical photos. A funny-shaped photo may be cropped by the slideshow to fit within, or worse, even cause the slideshow in general to adapt its appearance in a way that makes other photos look poor. Keeping all photos in the same shape as the slideshow will keep all photos looking great.

e. Background Color: normally you leave this as is. But if you choose NOT to have any Background Image, then you can make the background a solid color you choose. Your Heading text will appear over that color.

f. Slide Image: this is optional and not often used. If you add an image here, a smaller slide will animate in over the Background Image Slide. For instance, if the Background is a wide photo of your dining room, your Slide Image may be a closeup photo of a meal plate. Slide images can be any shape, since they are superimposed over the background image.

g. Slide Image Vertical Alignment: You only set this if you also choose a Slide Image, which then animates in over the background image centered vertically, or aligned at the bottom.

h. Slide Video: this is optional. You can insert a URL to a video you have put on YouTube or Vimeo and a small video player will be inserted over your Background Image.

i. Image Alternative Text: This is text you enter that describes the slide image, mainly for blind visitors, but also important because Google Search uses these words to decide which web visitors to bring here, so try to use words that people search Google for, such as “assisted living.”

j. Text Color: leave on Light.

k. Ignore the remaining Video Background settings as they are not usable with a YouTube or Vimeo video. They require uploading a video file on our webserver. But an easier way to display video is using a Video Module with YouTube or Vimeo and not the Slider slideshow module.


Social Media (Facebook, etc.)

Above the property slideshow is a Social Media module that can display optional icons that link to the property’s pages on Facebook, Twitter, Google+, YouTube, Pinterest and others.

1. To add or change the links click the icon.
2. To add a new link, click the Add Social Network.
3. To edit a link, click the at right of title.
4. Select A Network and then in the Account URL paste the http:// link that goes to your page on that site.

Events Slideshow

The Events Slideshow displays animated text messages below the main Property Slideshow.

Editing the Events Slideshow is identical to the Property Slideshow, except we only create a heading message and an optional button and/or a sentence. No images are used.

If you need to display more info for an event, in the Event Slideshow create a button that links to a Post article that you write about the event. A Post can contain complete details, photos, and more. See Property News for how to create a news post.

Editing the Events Slideshow

1. To change the event slides, click the icon.
2. A popup window opens, listing the existing event slides.
3. To rearrange the order just drag a slide to a new position in the list.
4. To delete an existing event slide, click the at left of title.
5. To edit an event slide, click the at right of title.
6. To add a new event slide, below slide list click the Add New Slide.

The Slide Settings window opens when you edit or add a slide.

Remember when done you must press the blue SAVE button in lower right to save your changes, PLUS also scroll up and click the blue UPDATE button in right column to save the new version of the page.

When editing or adding an event slide do the following:

a. In Heading type the event Headline that will be displayed to web visitors.
b. In Button Text, leave blank for no button, or type the words to appear within an action button, such as “Read More” or “Click to RSVP”
c. In Button URL, enter the URL where the web visitor is taken when the button is clicked.

To go to another section on this same property page, enter one of the following:

#property-events-section
#property-overview-section
#property-floorplans-section (if exists)
#property-photo-tour-section
#property-resident-photos
#property-calendar-section
#property-videos-section
#property-news-section
#property-reviews-section
#property-staff-section
#property-contact-form-section
#property-map-section
#property-community-links-section

OPTIONAL. You can display a small sentence between the heading and the button if you need more details. SCROLL the Slide Settings all the way to the bottom where there is a CONTENT area with text editing controls. In the white box, just type a sentence or two.

DO NOT fill in any of the other fields in Slide Settings, such as the Background Image, Slide Image, etc.


Features and Overview

The Overview section contains both the Features list and the Overview tabbed pages.

To edit either area, click the icon.

Features List

When the Features is opened, a popup called Blurb Module Settings appears. Scroll to the very bottom where there is a text editing window and you will see the current features list there.

The features is a a bullet list (created by highlighing the list and clicking the Bullet List button in the grey Visual Editor toolbar.)

 How to Edit Text with WordPress Visual Editor

Remember when done you must press the blue SAVE button in lower right to save your changes, PLUS also scroll up and click the blue UPDATE button in right column to save the new version of the page.

Overview Tabbed Pages

The Overview area has one or more tabbed pages.

1. To change the tabs, click the icon.
2. A Tabs Module Settings popup window opens, listing the existing tabs.
3. To rearrange the order just drag a tab to a new position in the list.
4. To delete an existing tab, click the at left of title.
5. To edit a tab, click the at right of title.
6. To add a tab, click the Add New Tab.

When editing a tab fill in…

Title – The title you insert here will be used within the tab button for this tab.

Content – This field is where you can enter the body content of the current tab. You use the standard WordPress Visual Editor controls.

Click to read  How to Edit Text with WordPress Visual Editor

To replace or insert photos read  How to Insert Images

Remember when done you must press the blue SAVE button in lower right to save your changes, PLUS also scroll up and click the blue UPDATE button in right column to save the new version of the page.


Floorplans (doesn’t exist for properties without floorplan drawings)

This section only appears for properties displaying floorplans.

Floorplans can contain a Gallery module that displays the floorplan images, with captions added to the images in the gallery to explain the floorplan. For instructions on how to edit a gallery, see the Photo Tour section immediately below.

Floorplans also contains a Text module that describes apartments.

To add floorplans to a property that doesn’t have them…
1. Insert a new Page Builder Section for Floorplans similar to either Peregrine’s Landing in Cheektowaga or Crimson Ridge Meadows.
2. So the navigation knows where to find this new section, be sure in the Section settings to set the CSS ID to: property-floorplans
3. In the Property Menu module atop the page change the menu to be Property Menu with Floorplans, which includes a link to #property-floorplans
4. At the end of each section in the property page is an Inline Navigation Menu which can be edited to add a Floorplans link. See the Inline Navigation Menu for Cheektowaga or Meadows to spot how it is structured (change the Content editor from Visual to Text and you can see the code.)


Photo Tour Photos

This gallery has photos that are a visual tour of the property.

1. To change the photos, click the icon.
2. A Gallery Module Settings popup window opens.
3. Click Update Gallery.
4. The Edit Gallery popup opens.
5. To delete an existing photo, click the at top left of photo.
6. To add a photo, click Add To Gallery at left.
7. Click the Upload Files tab to upload photo(s) from your PC, or, click the Media Library tab to select photo(s) already uploaded to the website’s media library.
See Media Library and Inserting Images into Pages/Posts to learn how.
8. New photos uploaded are brought into the Media Library. Click the photos you wish to add so they are highlighted.
9. When done selecting photos to add, click in lower right the blue Add to Gallery button.
10. You return to the Edit Gallery screen where you can rearrange the order of the photos by dragging them into position.
11. When done click the blue Update Gallery button in lower right.


Resident Photos

Please click to use the same instructions for the Photo Tour gallery


Calendar and Calendar Photos

To update the calendar you do not have to edit anything on the property web page. Instead, please do the following…

1. On your PC, prepare the new calendar.
2. Save the calendar as a PDF file. If it is a Word DOC or DOCX document, use Word’s FILE SAVE AS and for File Type select PDF. You cannot use a Word file because your web visitors do not have Word installed on their smartphone or PC, but a PDF file is readable on any device. IMPORTANT — when you name the file, give it a meaningful name that identifies your property, because when the web visitor opens the PDF, it will be saved on the user’s PC hard drive with the name you gave it. So, don’t simply name it “October Calendar”, name it “Peregrine’s Landing Tewksbury October Activities Calendar” so the user will know what it is on their PC.
3. In WordPress Dashboard at left click on Media then choose Library.
4. Use the Media Library search box to find your old calendar. Searching for “Calendar Tewksbury” will find that property’s old calendar.
5. Hover your mouse over the old calendar, and choices appear below it, then click on Replace Media.  IMPORTANT – using Replace Media automatically links the new calendar to your property’s page. If you instead were to Upload a new calendar file, instead of replacing the old calendar, than the link on the property page will still go to the old calendar, not the new one.
6. A Replace Media File popup will appear.
7. Leave the option “Just Replace The File” chosen in order to have the new calendar online.
8. Click Choose File. Another popup will open so you can find the new file on your PC and then click Open to upload it.

Calendar Photos gallery has photos of past activities.

Please click to use the same instructions for the Photo Tour gallery


Videos

Videos has a player that can hold multiple videos.

1. To change videos, click the icon.
2. A popup window opens, listing the existing videos.
3. You can rearrange the order by dragging a video to a new position.
4. To delete an existing video, click the at left of title.
5. To add a new video, below video list click the Add New Video.
6. To edit an existing video, click its icon.

The Video Settings window opens when you edit or add a video.

Remember when done you must press the blue SAVE button in lower right to save your changes, PLUS also scroll up and click the blue UPDATE button in right column to save the new version of the page.

To add a video do the following:

a. First upload your video to either your YouTube or Vimeo account. Google owns YouTube so it is best to publish there because you can also show up in Google search results. It is a good idea to put all your videos over time into one account.
b. Highlight and copy the complete URL that goes to the video to your clipboard. Example: https://www.youtube.com/watch?v=60uZnusykHo is the link on YouTube to The Peregrine Way video.
c. Paste the video URL in the Video MP4/URL box in Video Settings.
d. In Admin Label enter a title so you will remember what video this is; it doesn’t display to web visitors.
e. Click Save button in lower right and remember to scroll up to click the blue Update page button in the top right column.
f. Test the page to make sure you copied the video link correctly without typos.


Property News

The news posts appearing in this area are not edited within the property page.

To add a news article…

1. In WordPress Dashboard left column, click Posts and select Add New.
2. In the top box type the Title that will be shown atop your news post.
3. In the Content box below the Visual Editor toolbar type in the article. You can add a photo or graphics using the Add Media button.

To replace or insert photos read  How to Insert Images
Click to read  How to Edit Text with WordPress Visual Editor

4. In right column under Categories, scroll to find the News category for your property, such as News MA Tewksbury, and check that category.
5. All posts assigned to your property’s news category automatically appear on the property page. The most recent post is displayed first.
6. To later edit a news article, in Posts find that article and edit it and then click the post’s Update button.


Property Reviews

The reviews appearing in this area are not edited within the property page.

To add a review…

1. In WordPress Dashboard left column, click Posts and select Add New.
2. In the top box type the Title that will be shown atop the review.
3. In the Content box below the Visual Editor toolbar type in review text. You can add a photo or graphics using the Add Media button.
 How to Edit Text with WordPress Visual Editor
4. In right column under Categories, scroll to find the Reviews category for your property, such as Reviews MA Tewksbury, and check that category.
5. All posts assigned to your property’s reviews category automatically appear on the property page. The most recent post is displayed first.
6. To later edit a review, in Posts find that article and edit it and then click the post’s Update button.


Meet Our Staff

1. To add a staff member, it is easiest to duplicate an existing staff and type over their info. To copy a staff click the icon above their name that looks like two overlapping rectangles.
2. On the copy now click the icon to edit it.
3. Type over the information for the staff member: Name and Position.
4. For Image URL click Upload an Image to then click Upload Files to get a photo from your PC.
See  Media Library to learn how.
5. Staff photos should be HORIZONTAL photos of just the head and shoulders.
6. Animation is usually set to Fade In.
7. Leave Text Color on Dark.
8. Scroll down to the Description and on two lines enter the person’s phone and email address.
9. Scroll further and in Admin Label type the person’s full name.
10. Click the blue Save button.
11. You can rearrange staff by dragging people into new positions.
12. To delete a staff member, first consider edit it to overwrite the old person’s info with his/her replacement. Otherwise, click the for that person to delete them.
13. To edit an existing staff, click that person’s click the icon.

Remember when done editing a person you must press the blue SAVE button in lower right to save that person, PLUS also scroll up and click the blue UPDATE button in right column to save the new version of the page.


Contact Form

The property contact form is not edited from within the property page. Forms are edited in WordPress Dashboard by clicking on Forms and then editing a particular form.

There is one contact form for each property and one for Peregrine Corporate. There is also one Family Survey form that is shared by all properties.

When a web visitor completes a form on the website, the info is emailed to one or more staff members whose email addresses are assigned in that form’s Notifications settings. The info is also stored in a table of that form’s entries, so all the data can be exported as an Excel file and then used for marketing. Because it made sense to keep each property’s inquiries in separate tables, a difference contact form was created for each, rather than having all share one contact form.

Staff Notification when Form Completed

To change which staff members are notified when a form is submitted…

1. In WordPress Dashboard click Forms then select Form to see a list of all the forms.
2. Hover over a particular form, and below it will appear choices, and choose Settings, then choose Notifications.
3. On the Notifications screen, hover the Property Notification title and choose Edit.
4. In the Send to Email field, enter one or more email addresses, separated by commas, for the staff members who should receive an email with a web visitor’s info each time the form is completed.

For the Family Survey which is shared among all properties, in the Notifications the person(s) notified varies according to how the web visitor answers a survey question to choose which property the survey is for. For instance, if Tewksbury is chosen then staff at that property are notified.

Web Visitor Notification when Form Completed

Under Settings -> Notifications there is also a Web Visitor Notification and items to change here are…

1. From Email is the staff member that sends a message to the customer, so if the customer responds to the email, the response goes to someone who can help.

2. The Subject and Body of the email can be customized with a message particular to each property. The email can also include info inserted from the customer’s form. For instance, ” Dear {Name (First):3.3} ” inserts the customer’s first name into the form to it is personally addressed.

To insert form info into the body…

1. Place your cursor within the body in the exact spot where you want the info to appear.
2. Look to the right of the form body’s toolbar and hover over the tiny icon which then causes a Merge Tags icon to appear, click that, and choose which info from the from to insert. The code to insert the info will be written into the form for you.

Documentation for Working with Forms

The forms are created using a WordPress plugin called Gravity Forms. Documentation on Gravity Forms is found here:
http://www.gravityhelp.com/documentation/


Map

The map appearing within a property page cannot be edited or changed in WordPress, because the map is actually an embedded copy of the Google Map showing the property’s business listing on Google Business.

To change the actual info shown within the map requires editing the property at https://www.google.com/business

The map is embedded as follows:

1. Go to https://www.google.com/maps and find the property in Google Maps.
2. Zoom out or in to the view you desire.
3. Within the Google Map click on the gear icon (usually in bottom right)
4. Choose Share or embed map, and in the popup, choose Embed Map.
5. Click on the Medium choice box and change to Custom Size.
6. Change the Custom Size to 1080 wide and 700 tall.
7. Copy to your clipboard the <iframe… code from the box.
8. Within WordPress in the Property Map Section in the module labeled Map, click the icon.
9. Scroll down to the Content text area. You will not see the map but rather a gray area that represents the map.
10. You cannot edit this area in the normal Visual mode, so at top right of the Content area click on the Text tab instead of the Visual tab. The Content area then displays the code to embed the old version of the map, and delete that.
11. Now paste into the content area the <iframe code you copied from Google.
12. Click the blue Save button in lower right.
13. Scroll up the property page and click the blue Update button to publish the new version of the page.
14. Immediately visit the page and check that the map is displaying properly. If not, repeat these steps.


The Community Links section has two modules, one containing Local Links and one National Links.

To edit links, click the icon.

A link is created as follows:
1. Type the words that will become a link.
2. Highlight those entire words with the cursor.
3. In the Visual Editing toolbar click the Chain Link icon.
4. In the Insert/edit Link popup, in URL, enter the URL the link will go to. Easiest method is to open another browser window, visit the website, highlight its URL appearing in the browser’s address window, copy it to your clipboard, and paste it.
5. The Link Text shows the original words you typed and highlighted before clicking the Chain Link. If you change them in the popup you are changing them on the page.
6. Be sure to check the box for Open link in a new window/tab when the link is to an external website, rather than another page on PeregrineSeniorLiving.com. Checking the box means when clicked this link will open a new browser window, also keeping the original window with the property’s website, rather than leaving the property to go to the other website.
7. Click Update.
8. In lower right of the Text Module Settings popup click the blue Save button.
9. Scroll up the property page and in right colum click the blue Update button to save a new version of the page.

For more help read How to Create Links