Before you can make any changes to your site, you will need to log in. The login for your site is typically found at the following URL – http://your-wordpresssite. com/wp-admin. Obviously, replace your-wordpress-site.com with your actual domain name.
There are exceptions to this of course. For instance, your WordPress setup maybe installed in a subdirectory. For most standard setups though, you’ll find the above URL should work.
You can login to your Dashboard using either your username or your email address associated with your account.
Once you’ve logged in, the WordPress Dashboard appears. This is your main administration homepage. At the very top of your Dashboard (and across every page) you will see the name of your site in the header area. In the example screenshot below (and throughout this documentation) the site name is Your WordPress Site. This is also hyperlinked to your site’s homepage. You will also see the name of the person who is currently logged in (e.g. Joe Blogg). Move your cursor over your name to reveal the Log Out link as well as a link to edit your Profile.
When new or updated features are introduced into WordPress, you’ll be shown a New Feature Pointer. This is simply to bring to your attention some feature within the Dashboard that’s been added or updated. In the following Dashboard image, the New Feature Pointer is highlighting the updated Toolbar. Click Dismiss to hide the pointer.
On most pages, just below your Username there are a couple of small inverted tabs. One called Screen Options and another called Help. Clicking either of these links will cause a panel to slide down from the top of the page. The Help link, not surprisingly, displays some help information. The Screen Options link will display various options that allow you to configure what is displayed on the current page.
The details in this panel change depending on what page you’re currently viewing. As an example, on your main Dashboard page the Screen Options allow you to set which panels you’d like displayed on the page.
Dashboard Menu Options
Down the left-hand side of the Dashboard and on every page you will see your main navigation menu. This is where you’ll find all the options to update and configure your site.
Hovering your cursor over each of the main menu options will display a ‘fly-out’ menu with the various choices for that particular menu option. Once you click each of the main menu options, that particular menu will expand to show all the available options within that section (if there are any).
The main menu options and their usage are:
This will display your main Dashboard ‘homepage’. In the top left of your Dashboard you’ll see some brief stats on the number of Posts, Pages and Comments. If you have the Akismet anti-spam plugin activated, you’ll also see the number of Spam Comments or comments awaiting moderation.
This is where you can create a new Blog Post. You can also update your Categories and Post Tags.
This is where all your uploaded images, documents or files are stored. You can browse through your Media library, as well as edit and update the files.
This is where you create and maintain all your Pages.
You can manage all your Comments within this section, including replying to comments or marking them as spam. Note: if you cannot see Comments in your dashboard, it means we have globally turned this off as it’s not needed on your site.
This menu is where you control how your site looks. You can choose a new Theme, manage your site Widgets or Menus and even edit your site theme files.
Plugins extend and expand the functionality of WordPress. You can add or delete plugins within here as well as activate or deactivate them.
This screen lists all the existing users for your site. Depending on your Role, you can also add new users as well as manage their Roles.
This section gives you access to various convenient tools. You can also import data to your WordPress site or export all your WordPress data to a file.
This is where most of your site is configured. Among other things, it allows you to configure your site name and URL , where your Posts appear, whether people can leave Post Comments or not and numerous other settings. Most times, once your site is setup, there’s no need to change any of the settings within this section.
At the bottom of the menu you’ll see a link called Collapse menu. Clicking this will hide the menu and simply display their icons instead. Click the small arrow icon again to expand the menu.
Occasionally when you install a plugin, they will have their own configuration or setup pages. The location of these will be entirely dependent on the individual plugin but most times these pages will either appear within the Tools section, the Settings section or in a completely new menu section at the bottom of the menu.
The WordPress Toolbar is a way of easily accessing some of the most common WordPress features. When you are logged into your WordPress dashboard and you visit your website, you will see the Toolbar running across the top of your site. This bar only appears if you are currently logged into your WordPress site, which means that it won’t be visible to your everyday site visitors. If you are not logged in, the Toolbar won’t be displayed.
The Toolbar allows you to quickly access the following commonly used features.
- Visit the WordPress.org website, Codex or Support forums
- Display your site Dashboard and other commonly used menu options that allow you to update your site Themes, Widgets and Menus
- Visit the Customizer to update various site settings and depending on your theme, update your Background and Header images
- View or Edit your blog comments
- Add a new Post, Media, Page or User
- Perform a site Search
- View or Edit your Profile and logout from the WordPress Dashboard
Hiding the Toolbar
You can stop the Toolbar from displaying by modifying the preferences associated with your Profile. Simply click on the Users link in the left-hand navigation to display the list of Users. From this list of Users, click your user name or click on the Edit link that appears beneath the user name when hovering your cursor over each row. Alternatively, click on the Your Profile link underneath the Users menu option in the left-hand navigation or within the fly-out menu.
When editing your Profile there is a Toolbar option as shown in the screen above.
Show Toolbar when viewing site – Checking this box will display the Toolbar at the very top of your website (only for the person who is currently logged in)
Posts versus Pages
WordPress is built around two basic concepts. Posts and Pages. Posts are typically blog entries. A series of articles, listed (usually) reverse-chronologically. Pages are used for more static content (i.e. content that doesn’t change or changes infrequently). An ‘About us’ page is an example of a Page on a typical website. In most cases you’ll find that the content in the ‘About us’ page doesn’t change all that frequently.
Now, you might be thinking, “but I don’t need a blog”. This might be true, but you can also use the blog concept if you have a site where you need to display your ‘latest news’ or even just company updates. Basically, any information that gets updated on a semi-regular basis can benefit from the ‘blog’ functionality. Whether that’s a traditional blog, your company’s ‘latest news’ or even just your own personal updates.
After clicking on the Posts menu option you’ll be shown a list of Posts that your site contains. Among the information displayed is the Post title, the Author, Categories, Tags, No. of Comments and either the Date Published, Date Scheduled or the Date the Post was Last Modified. The Posts screen will look similar to the screen below.
At the top of the page you can view how many Posts in total you have in your site, how many have been published by yourself or Published, Scheduled, Sticky, Pending, in Draft or in the Trash.
When hovering your cursor over each row, a few links will appear beneath the Post title.
- Edit – Will allow you to edit your Post. This is the same as clicking on the Post title
- Quick Edit – Allows you to edit basic Post information such as Title, Slug, Date plus a few other options
- Trash – Will send the Post to the Trash. Once the Trash is emptied, the page is deleted
- View – Displays the Post. If the Post hasn’t been published yet, this will say Preview
Next to each Post title is a checkbox. This allows you to perform an action on multiple items at once. You simply check the Posts that you would like to affect and then from the Bulk Actions dropdown select either the Edit option or the Move to Trash option and then click the Apply button. The Edit option will allow you to edit the Categories, Tags, Author, whether to allow Comments and Pings or not, the Status and whether or not the Posts are ‘Sticky’. The Move to Trash option will move the selected items to the Trash.
You can also filter the pages that are displayed using the dropdown lists and the Filter button.
Clicking the Screen Options button at the top-right of the screen allows you to change how the Posts list is displayed. Click the List View option to display the posts in the traditional List View or click the Excerpt View option to display a short excerpt from the Post underneath the Post title. You can also hide various columns from view if you don’t want to see them. Clicking the Apply button will save your changes.
After clicking on the Pages menu option you’ll be shown a list of Pages that your site contains. Among the information displayed is the Page title, the Author, No. of Comments and either the Date Published or the Date the Page was Last Modified. The Pages screen will look similar to screen below.
At the top of the page you can view how many Pages in total you have in your site, how many have been published by yourself or how many are Published or in Draft.
When hovering your cursor over each row, a few links will appear beneath the Page title.
- Edit – Will allow you to edit your Page. This is the same as clicking on the Page title
- Quick Edit – Allows you to edit basic Page information such as Title, Slug, Date plus a few other options
- Trash – Will send the Page to the Trash. Once the Trash is emptied, the page is deleted
- View – Displays the Page. If the Page hasn’t been published yet, this will say Preview
Next to each Page title is a checkbox. This allows you to perform an action on multiple items at once. You simply check the Pages that you would like to affect and then from the Bulk Actions dropdown select either the Edit option or the Move to Trash option and then click the Apply button. The Edit option will allow you to edit the Author, Parent, Template, whether to allow Comments or not and the Status of each of the checked items. The Move to Trash option will move the selected items to the Trash.
You can also filter the pages that are displayed using the dropdown list and the Filter button.
Adding your Site Content
Adding content to your site is an easy process no matter whether you’re creating a Post or a Page. The procedure for both is almost identical. Apart from how they display on your site, which was described earlier, the other main difference is that Posts allow you to associate Categories and Tags whereas Pages don’t. What’s the difference between categories and tags? Normally, Tags are ad-hoc keywords that identify important information in your Post (names, subjects, etc) that may or may not recur in other Posts, while Categories are pre-determined sections. If you think of your site like a book, the Categories are like the Table of Contents and the Tags are like the terms in the index.
Adding a New Page
To add a new Page, hover your cursor over the Pages menu option in the left-hand navigation menu and in the fly-out menu, click the Add New link. Alternatively, click the Pages menu option and then click the Add New link underneath, or the Add New button at the top of the page. You will be presented with a page similar to the image below.
Adding a New Post
To add a new Post, hover over the Posts menu option in the left-hand navigation menu and in the fly-out menu, click the Add New link. Alternatively, click the Posts menu option and then click the Add New link underneath, or the Add New button at the top of the page. You will be presented with a page similar to the image below.
Adding Content with the Visual Editor
The editor used to enter content into your Page or Post is very easy to use. It’s much like using a regular word processor, with toolbar buttons that allow you to Bold (B), or Italicise (I) text or enter in Headings (Paragraph ) or bullet points ( / ).
You can even use most of the basic keyboard shortcuts used in other text editors.
- Shift+Enter inserts a line break,
- Ctrl+C/Cmd+C = copy,
- Ctrl+X/Cmd+X = cut,
- Ctrl+Z/Cmd+Z = undo,
- Ctrl+Y/Cmd+Y = redo,
- Ctrl+A/Cmd+A = select all, etc.
(use the Ctrl key on a PC or the Command key on a Mac).
When adding content to your page, the Visual Editor expands to fit your content, rather than simply scrolling. On top of that, no matter how tall the Visual Editor becomes, the toolbar buttons will be available at all times by sticking to the top of the page.
By making use of special keyboard shortcuts, adding content is now even easier. When you want to add different size headings to your content, rather than having to select the heading size from the toolbar dropdown you can now start a line with two or more hashtags (#) and once you hit Enter to go to the next line, the Visual Editor will automatically convert your text to the appropriate heading. Like headings, you can also use * or – to create an unordered list, using 1. will start an ordered list, and > will create a blockquote.
The complete list of keyboard shortcuts available are as follows:
- * – Start an unordered list
- – – Start an unordered list
- 1. – Start an ordered list
- 1) – Start an unordered list
- ## – H2
- ### – H3
- #### – H4
- ##### – H5
- ###### – H6
- > – Add a blockquote
- — – Add a horizontal line
- `..` – Convert text into code block (replace .. with your text)
At the top of the editor, to the right, there are two tabs, Visual and Text. These switch the editor view between the Visual Editor and the Text editor. The Text view will enable you to view the HTML code that makes up your content. For the more experienced users this can be helpful at times but for those not familiar with HTML tags, it’s not recommended.
The Text editor is much like the Visual Editor, only not as intuitive. The numerous formatting buttons provide you with basic HTML formatting capabilities when editing your Page or Post content.
The buttons work in two ways. Clicking a button without highlighting any text first, will simply insert the opening HTML tag relevant for that button. As an example, clicking the Bold button will insert the <strong> HTML tag into your text. Clicking the Bold button again will close the tag by inserting the closing </strong> tag. If you highlight some text prior to clicking a button, both the opening and closing tags will be inserted around that highlighted text. For example, highlighting the text, ‘bold text’, prior to clicking the Bold button will insert ‘<strong>bold text</strong>’.
The following editor buttons are available whilst in the Text editor:
- b – Bold – Bold text
- i – Italic – Italicise text
- link – Link – Used to insert a website link. When the button is clicked a pop-up window will appear where you type in the URL that you would like to link to
- b-quote – Blockquote – Used as a way of showing a quote. How this looks will be entirely dependent on the Theme that your site is currently using
del– Delete – Used as a way of showing deleted text. How this looks will be dependent on the Theme but is usually done by showing the text with a strikethrough
- ins – Insert – Used as a way of showing inserted text. How this looks will be dependent on the Theme but is usually done by showing the text with an underline
- img – Image – Used to insert an image into the text. When the button is clicked a pop-up window will appear where you type in the URL of the image that you would like inserted
- ul – Unordered List – Used to insert an unordered (bullet point) list
- ol – Ordered List – Used to insert an ordered (numbered) list
- li – List Item – Used to insert a list item into your ordered or unordered list
- code – Code – Used for indicating a piece of code
- more – More – Inserts the More tag into your Page. Most blogs only display a small excerpt of a Post and you’re required to click the Post title or a ‘Read more…’ link to continue reading the rest of the article. When you insert a ‘More’ tag into your Post, everything prior to the tag is considered as this excerpt. Most times you’d only use this button when you’re creating a blog Post, rather than a Page
- close tags – Close Tags – Used to close open tags. If for example, you clicked both the Bold and Italic buttons to insert their opening tags, clicking the Close tags button will insert both of the matching closing tags, in the correct order
- – Distraction Free Writing – Clicking this button will enlarge the editor so that it fills the browser window. Clicking the Exit fullscreen link at the top of the screen will reduce it back to its original size
Reviewing Past Revisions
When you’re editing your Post or Page, the number of revisions for that particular Post or Page is shown in the Publish Panel, if you have any. Click the Browse link next to Revisions: in the Publish panel to browse through the various revisions for the current Post or Page.
Use the slider at the top of the page or click the Previous and Next buttons to navigate through your various Post or Page revisions.
Content that has been deleted will be shaded red and content that has been added will be shaded green. If there is content that is shaded dark red and/or dark green, it’s highlighting specific content that was removed or added. If the paragraph or line is simply light red and/or light green, then the whole paragraph or line was affected by the change.
You can also compare two different revisions by clicking the Compare any two revisions checkbox at the top of the page.
If you’d like to restore a previous revision, click the Restore This Revision button.
Adding Images and Other Media
Adding images and other media files such as videos, documents or PDFs is extremely easy within WordPress. All your images and files are stored in the Media Library. Once they’re uploaded into the Media Library, it’s a very simple matter to insert them into your Page or Post content. In the case of files such as Word Documents or PDFs, if necessary, it’s a simple process to create links to those files so that people can then download them.
Inserting an Image
Using the WordPress media manager, it’s extremely simple to insert, align and link your individual images and image galleries.
To insert an image into your Page/Post, click the Add Media button and then simply drag your image(s) from wherever they are on your computer, into the browser window. Your file(s) will be automatically uploaded.
Alternatively, click the Select Files button and then select the file(s) that you’d like to upload, using the dialog window that is displayed.
It’s also possible to simply drag your image straight into the Visual Editor, rather than clicking the Add Media button.
No matter whether you’ve clicked the Add Media button or simply dragged and dropped your image into the Visual Editor, once your image is uploaded, your Media Library is displayed, which contains all your previously uploaded images. The image(s) that you’ve just uploaded will be automatically ‘selected’ for easy insertion into your Page or Post. Selected images are shown with a ‘tick’ icon in the top right corner of the image.
After uploading your image(s), you can then select other previously uploaded images by holding down the Ctrl key (Cmd key on Macs) and simply clicking on them. To deselect an image, click the ‘tick’ in the top right corner of the image.
At the bottom of the window you will see a count of the number of images currently selected.
There are several options within this Insert Media window to help make it easier to add images into your Page or Post.
By default, all previously uploaded images are shown, starting with the most recent uploads. If you’d like to narrow this list down, at the top of the window is a dropdown list that allows you to filter your displayed images by All media items, items Uploaded to this post/page, or Images, Audio files, Video files or Unattached files. You can also filter your media files by selecting a date, or alternatively, there is also a Search field that allows you to search for specific images.
The properties of the currently highlighted image (i.e. The image with the blue border) will be shown on the right-hand side of the Insert Media window. These properties include the filename, the date the file was uploaded and the image size. It’s at this point you can also change the image Title, Caption, Alt Text and Description for each image, as well as the Alignment, Link and the Size at which the image is inserted.
- Title – is displayed as a tooltip when the mouse cursor hovers over the image in the browser
- Caption – is displayed underneath the image as a short description. How this displays will be dependent on the WordPress theme in use at the time. You can also include basic HTML in your captions
- Alt Text – is displayed when the browser can’t render the image. It’s also used by screen readers for visually impaired users so it’s important to fill out this field with a description of the image. To a small degree, it also plays a part in your website Search Engine Optimisation (SEO). Since search engines can’t ‘read’ images they rely on the Alt Text
- Description – is usually displayed on the attachment page for the media, however this is entirely up to the theme that is currently in use
For each image, you can select how you would like the image aligned, either Left, Center or Right aligned, using the Alignment dropdown list. You can also select None for no alignment which will mean the image will display using the default alignment setting for your Theme.
You can also change what your inserted image(s) will link to using the Link To dropdown list. You have the choice of linking to the image’s attachment page by selecting Attachment Page, or you can link to the full size image by selecting Media File. You can also link to any URL by selecting Custom URL. When you do this, a new field will appear that allows you to enter in the custom URL. You can also choose not to link to anything by selecting None.
When your image(s) are uploaded, WordPress will also create several copies of your file at various sizes. You can choose which one you’d like to insert into your Page or Post using the Size dropdown list. To insert the image at the exact size you uploaded, simply select Full Size. Next to each size listed in this dropdown will be the actual dimensions of the image, in pixels (e.g. 300 x 225).
Once you’ve selected all your images, click the Insert into post button to insert the selected image(s) into your Post at the current cursor position (when editing a Page, this button will say Insert into page).
If you’d like to change the order of your images, click the Edit Selection link at the bottom of the Insert Media window. The window will change so that only the selected images are shown. Alternatively, clicking the Clear link will deselect all images.
After clicking the Edit Selection link at the bottom of the Insert Media window, all the currently selected images are shown. You can change the order in which the images will appear in your Page or Post by clicking and dragging each image to reorder them. You can also update the image Title, Caption, Alt Text and Description for each image. To remove one of your selected images, click the small ‘-’ that appears in the top right corner of the image when you hover your cursor over the tick.
Clicking the Return to library button will take you back to the previous screen that allows you to select or deselect your images.
When you’re editing your Post/Page, if you wish to insert an image that you uploaded earlier (as opposed to uploading a new image), click the Add Media button again. Once the pop-up window displays, click the Media Library tab at the top of the pop-up window rather than dragging a new file into the upload window. All your previously uploaded images will be displayed, with the most recent ones shown first.
Select the image(s) that you’d like to insert into your Page or Post and then simply click the Insert into post button (or if you’re editing a Page, this button will say Insert into page). As mentioned earlier, you can also click the Edit Selection link at the bottom of the window if you’d like to change the order the images are inserted.
Edit or Delete an Image
There are various options available for adjusting the layout of inserted images. After clicking on an image that has already been inserted into your Page or Post, a small toolbar will appear over the image. By selecting one of the alignment buttons ( / /) you can change the alignment of the inserted image. Clicking the Edit button () allows you to edit the image properties. Clicking the Remove button () will remove the image from your content. It will only remove the image from your Page or Post, it will not delete the image from your Media Library.
When you click on an image in your Page or Post, as well as the alignment, edit and delete icons mentioned above, the image also displays ‘resizing handles’. These are the small squares you see around the edge of the image. To resize your image, simply click and drag one of the corner resize handles.
As with any image editing software though, if you try to enlarge a small image, it will tend to get quite pixelated. It’s always best to insert a large image and then resize down.
After clicking the Edit button () the following pop-up window will appear.
The Image Details pop-up window allows you to edit the various image and link properties:
- Caption – Displayed underneath the image as a short description. How this displays will be dependent on the WordPress theme in use at the time. You can also include basic HTML in your captions. Note: if styling for this feature is not set up (usually not as captions are rarely used), it can make your images appear odd. Please use with caution.
- Alternative Text – Displayed when the browser can’t render the image. It’s also used by screen readers for visually impaired users so it’s important to fill out this field with a description of the image. To a small degree, it also plays a part in your website Search Engine Optimisation (SEO). Since search engines can’t ‘read’ images they rely on the Alt Text
- Align – Allows you to select how you would like the image aligned. They can be either Left, Centered or Right aligned. Setting alignment to None will remove the other alignment settings. How this affects your image within your content will depend on the current theme in use
- Size – Select a specific size from the dropdown list or select ‘Custom Size’ and then enter the Width and Height (in pixels) in the input fields that appear
- Link To – Select where you would like to link your image to from the dropdown list. You have the choice of linking to the image attachment page by selecting Attachment Page, or you can link to the full size image by selecting Media File. You can also link to any URL by selecting Custom URL. When you do this, a new field will appear that allows you to enter in the custom URL. You can also choose not to link to anything by selecting None
- Image Title Attribute – Displayed as a tooltip when the mouse cursor hovers over the image in the browser
- Image CSS Class – By default, WordPress will assign several CSS Classes to your image. If, for some reason, there’s other CSS Classes that you’d like to assign to your image then you can add them into this input field
- Link Rel – Describes the relationship from the current document to the specified link.
- Link CSS Class – If there is a specific CSS Class that needs to be set on the HTML link then you can add it into this input field
Clicking the Edit Original button allows you to perform some simple manipulation with your uploaded image. You’re able to rotate and flip your image as well as scale and crop it to different sizes.
If you’d like to replace the image entirely, click the Replace button and you’ll be shown your Media Library where you can select a new image.
Once you have updated the image properties, click the Update button to save your changes. Alternatively, click the small ‘x’ in the top-right of the pop-up window to close the pop-up without saving any changes.
Setting a Featured Image
Some themes allow you to specify a Featured Image for your Page and Post. A Featured Image, often called a Post/Page Thumbnail, is usually some sort of image that is representative for that particular Page or Post. How these images are displayed is dependent entirely on the Theme that is currently in use.
If your Theme allows you to set a Featured Image, the following Featured Image panel will be displayed when you’re editing your Page or Post. If Featured Images can’t be set then this panel won’t be displayed.
Setting your featured image is very similar to adding an image into your Page or Post. After clicking the Set featured image link a pop-up window will display that looks similar to the one that displays when you add an image to your Page/Post. You can upload a new image to use as your Featured Image or you can simply choose from one of your previously uploaded images.
By default, you’ll be shown a list of the previously uploaded images. If you’d like to upload a new image, click on the Upload Files link at the top of the pop-up window. After clicking the image you’d like to use as your featured image you can then update the Title, Caption, Alt Text and Description. To set the image as your Featured Image, click the Set featured image button. Your chosen image will then appear in the Featured Image panel.
Insert an Image Gallery
WordPress has its own simple built-in Image Gallery that allows you to add multiple images to a page in one easy step.
To insert an image gallery into your Page/Post, click the Add Media button. A pop-up window will display that looks the same as the one that displays when you add an image to your Page/Post. You can upload new images to use in your gallery or you can simply choose from your previously uploaded images.
By default, you’ll be shown a list of your previously uploaded images. If you’d like to upload a new image, click on the Upload Files link at the top of the pop-up window.
Click the Create Gallery link in the left-hand navigation then select the images that you’d like to insert into your gallery.
After selecting your images, click the Create a new gallery button at the bottom of the pop-up window. The window will change so that only the selected images are shown.
All the images that appear will be used within your Image Gallery. To reorder the images simply click on an image and drag it to its new position. If you’d like to add captions to your images, click the ‘Caption this image..’. text below each image and then type in your caption. Alternatively, click each image and then update the Title, Caption, Alt Text and Description on the right-hand side of the pop-up window. You can also include basic HTML, such as links, in your captions.
If you decide you no longer want a certain image to appear in your gallery, click the small ‘-’ that appears in the top right corner of the image when you hover your cursor over the ‘x’.
Since the built-in gallery is quite simple, there aren’t that many options to choose from when setting it up.
- Link to – This sets what happens when the thumbnail image is clicked. Selecting Media File will open the full size image directly in your browser window. Selecting Attachment Page will open the image within one of your WordPress formatted pages
- Columns – Specifies the number of columns to use when displaying your thumbnail images. Ultimately, this will be dependent on your Theme and how wide your page is. If you find the gallery isn’t displaying properly after changing this number you may need to change it to another number
- Random Order – Click this checkbox to display your images in a random order
- Size – Selects the size of the image to use in your gallery
Edit or Delete an Image Gallery
Editing or Deleting an Image Gallery is much like editing or deleting an image. After clicking on an Image Gallery that has been inserted into your Page or Post, two icons will appear on top of the gallery. Clicking the Edit button () allows you to edit the image gallery properties. Clicking the Remove button () will delete the image gallery from your content. It will only remove the image gallery from your Page or Post, it will not delete any images from your Media Library.
After clicking the Edit icon you will be shown the same pop-up window and options as when your image gallery was inserted into your Page/Post.
Embedding a Video, Image or Other Content
Another way to add video or other content into your pages is through embedding. A popular example of this is embedding a YouTube video into your page.
When you’re embedding a file, there’s no need to upload the file to your site. You’re basically just creating a link to the file, from within your own page.
WordPress is able to automatically embed files from a number of different services.
To embed something into your Post or Page, simply paste the URL into your content area. The URL needs to be on its own line and not hyperlinked.
When embedding content in this manner (as opposed to using the embed shortcode mentioned below), your url will change to show a preview of that content. For example, when embedding a video from YouTube, after pasting in the URL to the editor, it will magically change to show the actual video content, right there in the editor.
If you’d like to specify the width and height, you can wrap the URL in the shortcode. Embedding your link using this shortcode does not require the URL to be on its own line.
Adding HTML Links
HTML links allow your site visitors to easily navigate around your site. They’re also used when you want to allow people to download files from your site, such as PDFs or other documents, for viewing images or even just linking to other websites. HTML links will frequently be shown with an underline to differentiate it from other text, but this may vary depending on the theme you’re currently using.
Inserting an HTML Link
Inserting an html link in your Page/Post to one of your own pages or another site is extremely easy. Simply click and drag the cursor and highlight the text that you want turned into a link and then click the Insert/edit link button (). A small inline link toolbar will display where you can enter your link URL. If you enter a URL without including ‘http://’ in front of it, WordPress will automatically correct it for you. As an example, if you type ‘google.com’ it will automatically correct this to ‘http://google.com’. After you’ve entered your link url, hit your Enter key or click the Apply ()button to save your changes.
If you don’t select any text prior to clicking the Insert/edit link button, it will use the URL that you enter as the link text.
You can also insert a link to one of your existing Posts or Pages by simply typing the Post or Page name and then selecting it from the list that displays. As you type the Post/Page name the list will re-populate based on matching results.
If the URL that you enter in the inline link toolbar has the incorrect syntax, WordPress will let you know by highlighting the link with a red dotted outline. When this happens, simply click the link to display the inline link toolbar again and then click the Edit button () to edit the URL you entered.
If you wish to display the pop-up window that previously displayed prior to WordPress 4.5, click the Link options icon (). This pop-up is also useful if you wish to have your link open in a new tab/window when clicked as it gives you access to the Open link in a new tab checkbox.
If you’re displaying the pop-up window, simply fill in URL and the Title and then click the Add Link button.
- URL – URL of the page or website that you would like to create a link to
- Link Text – The text that you highlighted prior to clicking the Insert/edit link button will be automatically displayed
- Open link in a new tab – When someone clicks the link you can have it open in the same window (default setting) or have it open in a new browser window/tab
Alternatively, if you’d like to add a link to one of your existing Posts or Pages, select the relevant page from the supplied list. If you have a large number of pages within your site, you can type the Page or Post name in the Search field to make it easier to find. As you type, the list will re-populate based on matching results. After selecting one of your existing pages, the link will be updated in the URL field. Click the Add Link button to add your link.
Editing an HTML Link
To edit an html link, click the link within your Page/Post that you’d like to edit to display the inline link toolbar. Once the toolbar appears, click the Edit button () to display the edit field. Alternatively, click the link within your Page/Post and then click the Insert/edit link button () on the main Visual Editor toolbar.
After you’ve updated the link url, hit your Enter key or click the Apply button () to save your changes. If you wish to display the Insert/edit link pop-up window click the Link options icon ().
Editing Existing Content
To edit an existing page, simply click on the relevant Page/Post title, when viewing your list of Pages or Posts. Alternatively, click on the Edit link that appears beneath the title when hovering your cursor over each row.
The screen that appears will be exactly the same as the Add New Page/Add New Post screen, only with the existing content displayed. When you’ve finished editing your Page/Post, click the Update button.