Wordpress For Beginners Tutorial Ebook
Wordpress For Beginners Tutorial Ebook
com present:
FREE Beta edtion - v 0.5 - covering WordPress 3.4 To download the most recent version of this guide, please visit:
www.wpbrix.com/wordpress-for-beginners-tutorial/
Written By N.J.
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WordPress for Beginners Tutorial by WPBrix.com & WordPressNinja.com (FREE beta edition)
Permalinks
The Basics Of WordPress
The WYSIWYG editor
Hyperlinks
Images
Media
Pages
Usage
Overview
How to add a new page
How to edit an existing page
How to delete a page
Posts
Usage
Overview
How to add a new post
How to edit an existing post
How to delete a post
Post categories
Post tags
Custom menus
Introduction
How to create a custom menu
How to attach your custom menu to your theme
Add custom links, pages and categories to your menu
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How to change the order of the menu items? How to remove a menu item? User management Introduction The 5 different roles in WordPress How to add a new user Tip: create at least 2 user accounts How to extend the basic user management? WordPress Themes The different possibilities Installing a theme Widgets Whats a widget? Examples How to activate a widget? Plugins Whats a plugin? Find a plugin How to install a plugin? How to congure a plugin My favourite plugins Whats next?
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Where to nd help?
For most of your questions, the ofcial WordPress forum is a great place to nd information or to ask a question. You can nd this forum at: www.wordpress.org/forums If you have questions about a commercial theme or plugin, its better to rst contact the author. Some of them have their own forum, some of them also use the ofcial WordPress forum.
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Introduction
What is WordPress?
With WordPress you can easily create and maintain a blog or a website.
WordPress.com vs WordPress.org
There are 2 versions of WordPress, WordPress.com and WordPress.org. WordPress.com is very easy to start with. Just go to WordPress.com, sign up and start blogging. The basic version is free, but it will show adds to your visitors. You have to pay to remove the adds and to use your own domain name. WordPress.org is the selfhosted version. This means you have to download the software and install it on your own web hosting / server. This might be a little bit more work but youll also have much more possibilities: there are a lot more plugins available and you can choose or create your own themes. In this tutorial, youll learn how to use the selfhosted version of WordPress (= WordPress.org).
Easy to use
WordPress is easy to use. Not only its simple to install and to congure, you also dont need any technical knowledge to create and maintain the content.
Flexible
Because WordPress is a exible platform, its easy to suit your needs. The standard conguration contains the basics, but you also can extend WordPress with a lot of interesting and powerful plugins.
Used worldwide
WordPress is used worldwide; thousands of blogs and websites run on the WordPress platform. Depending on the source, its reported that 8 to 12% of the websites worldwide are running on WordPress!!
Constantly in development
A lot of developers work together to constantly make WordPress better.
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Installation
Preparation
Before starting to install WordPress, you need a couple of things: A domain name and web hosting WordPress software
WordPress software
You can download WordPress for free at www.wordpress.org.
Click the Create a Conguration File button. WordPress for Beginners Tutorial by WPBrix.com & WordPressNinja.com (FREE beta edition) 6
Its possible that WordPress cant create the conguration le. When you experience this problem, search for wp-congsample.php on your web space. Just make a copy of wp-cong-sample.php and rename it to wp-cong.php. Now try again.
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The following elds have to be lled in: Database Name: the name of your database User name: the MySQL username Password: the MySQL password Database Host: by default this is localhost (only change this if you have anoter database server from your web host) Table Prex: by default this is wp_ but for security reasons its better to ll in another table prex. Click the Submit-button to proceed.
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If you see this screen, your database connection details are ok:
Click the Run the install button to start the installation of WordPress
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Site title: ll in the title of your blog or website. Username: choose a username. By default admin is lled in but for security reasons I advise you to choose another username. This makes it harder for hackers to guess your administrator username. Password, twice: ll in a password. For security reasons, pick a strong password thats not easy to guess!! Your E-mail: ll in a valid e-mail. Allow my site to appear in search engines like Google and Technorati: select this so your website can be found and indexed by search engines. Click the Install WordPress button after you lled in the needed information.
Thats it! Click the Log In button to get access to the back ofce where you can manage WordPress.
More information
Check out the WordPress Codex for more information about the installation of WordPress: codex.wordpress.org If you have a question or if you need help, check out the Ofctial WordPress forum: wordpress.org/support/
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Back end
The Back end is the part where you can log in and manage your blog. This is the CMS (Content Management System) part. Here you can add, edit and delete content. Its also the place to fully congure your blog.
Here you have to ll in your username and your password. Click the Log in button. After you logged in, youll see the back end of your blog:
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The upper part is a welcome message helping you to start with WordPress. To remove this message from the dashboard, click the Dismiss link right above or the Dismiss this message link on the bottom.
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Site Title: here you can ll in the title of your site / blog. Tagline: in a few words, explain what your site / blog is about. WordPress address (url): here you nd the url of your site / blog. Be careful when you change this! Site address: for regular installations, you can leave this eld blank. E-mail address: this address is used for admin purposes, like new user notication. Membership: can everyone register to your site / blog? New User Default Role: whats the role of new users (IF they can register)? Select Subscriber here. Users with more experience can also select another default role here. Timezone: select your timezone. Date Format: select a date format. Time Format: select a time format. Week starts on: select the rst day of the week.
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Writing Settings
Youll nd the Writing Settings page through Settings > Writing in the left menu
For now, only 2 settings are important: Default Post Category: here you can choose the default post category. But youll rst need to create other categories (youll learn this later in this tutorial). XML-RPC: check this option to update your blog / site from mobile devices (smartphone, tablet,...).
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Reading Settings
Select Settings > Reading in the left menu:
An interesting option here is Front page displays. Here you can choose what will be shown on your front page. If you want to use WordPress as a website, select a static page and pick a page to act as your frontpage. And just like the front page, you can also select another posts page. Dont forget, these pages have to be existing pages, so you have to create them before you can select them.
Discussion Settings
Youll nd the Discussions Settings page through Settings > Discussion in the left menu. On this page youll retrieve the settings for several options. Lets take a look! This part is important for bloggers. If youre planning to use WordPress as a CMS, this part is less important.
Attempt to notify any blogs linked to from the article: if you publish an article with links to other blogs in it, your blog will try to notify those other blogs to tell them you linked to them (and you published an article). This will result in a automatic comment on that blog (only when you checked this option). Allow link notications from other blogs: when other blogs link to you and they notify you, theyll place an automatic comment. Uncheck this setting to not publish these comments (I always uncheck these setting). Allow people to post comments on new articles: give your visitors the possibility to write a comment under your article.
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Comment author must ll in name and e-mail: when someone leaves a comment, he or she must ll in a name and email address. Users must be registered and logged in to comment: if you check this option, readers rst have to log in before they can place a comment. For most blogs, its better not to check this option. Automatically close comments on articles older then XX days: when you check this option, your visitors will not be able to place comments after XX days. If you check this option, be sure to leave enough time for your readers to place a comment. 14 days is way to short. On my blog, I have topics of over 6 months old, and still a lot of readers are placing comments! Enable threaded (nested) comments X levels deep: checking this option makes it easier to read comments on other comments. So be sure to check this option, the default of 5 levels should be enough. Break comments into pages with XX top level comments per page and the last page displayed by default: this could be interesting if you have a VERY popular blog with a lot of comments. This means that WordPress will split articles with more then XX top level comments in multiple pages. Comments should be displayed with the older / newer comments at the top of the page: here you can select older / newer to choose how to sort your comments. Note that most bloggers choose to display the newer comments on top.
E-mail me whenever
Anyone posts a comment: when checked, youll receive an e-mail when someone places a new comment. A comment is held for moderation: if checked, youll receive an e-mail when someone places a new comment thats held for moderation. I advise you to check these both because if you have a lot of articles. This is the easiest way to follow up the (new) comments.
An administrator must always approve the comment: when someone places a new comment, an administrator always has to approve this comment. Comment author must have a previously approved comment: when someone places a rst comment, youll have to approve this comment. After that, comments of that user will show up without any approvel. Comment moderation: Hold a comment in the queue if it contains a certain amount of links (dened by you). You also have a eld where you can ll in words. Fill in one word per line. When a comment contains those words, it will be held in the moderation queue.
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Comment blacklist: In this eld you can ll in words. Fill in one word or ip per line. When a comment contains those words, it will be marked as spam. Avatars: An avatar is an image that follows you from weblog to weblog appearing beside your name when you comment on avatar enabled sites. Here you can enable the display of avatars for people who comment on your site.
Media Settings
Youll nd the Media Settings page through Settings > Media in the left menu. Here you can congure some default settings for media (especially images) you upload. For most of you, the basic settings are just ne.
Privacy
Youll nd the Privacy Settings page through Settings > Media in the left menu. Unless you dont want your blog to show up in search engine search results, you select the rst option:
Permalinks
Youll nd the Permalinks Settings page through Settings > Permalinks in the left menu. Here you can choose how the url of your blog or website will look like. I advise you to change this because this is important for Search Engine Optimization (SEO). Out of the box WordPress generates urls like: http://www.mysite.com/?p=123 If you turn on Permalinks, its possible to generate urls like this: http://www.mysite.com/about-us/ As you can see, in the url of the second example we can read what the page is about. This is also very important for search engines because they also index page urls. Words in the page url are considered as important, which is good for SEO.
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Which one to choose? The general rule is, if youre writing evergreen content then choose the option Post name. Otherwise its better to choose for Day and name or Month and name. For example for my blog WordPressNinja.Com I chose Month and name.
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Function overview
Button put selected text in bold put selected text in italic strike selected text create unordered list create ordered list put selected text as a quote align left align centre align right insert hyperlink Function
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Button remove hyperlink insert the more tag spell checker WYSIWYG-editor in full screen
Function
show / hide the kitchen sink (show more / less buttons) format the selected text / paragraph undeline selected text align full select text color paste copied text from another application as plain text (text without formatting) paste copied text from Word remove formatting from the selected text insert a custom character outdent selected paragraph indent selected paragraph undo redo help function insert media
Hyperlinks
How To Insert a Hyperlink?
Select the text you want to turn into a hyperlink In the menu, click on the -button (Insert / edit link)
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If you want to link to an external page: Fill in the full url (including http://) of that page in the eld URL. Enter a short description in the Title eld. Select Open link in a new window/tab so the page will open in a new window / tab. Click the Add link button. If you want to link to an internal page (within your site or blog) that already exists: Click on Or link to existing content. In the Search eld you can enter a part of the title of the post or page youre looking for. Select a post or page in the list. Only select Open link in a new window/tab if you really want that the page / post opens in a new window or tab, but its better not to do that if you link to an internal page. Click the Add link button.
Images
How to insert an image?
Just above the WYSIWYG editor youll nd a button to insert an image:
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There are 3 ways to insert an image: From Computer: upload an image from your computer From URL: use an image on the internet Media Library: insert an image you already uploaded to your media library Its better not to use the option From URL. With this option, you use an image from elsewhere on the internet. Imagine you select an image from another website, and suddenly that image is removed by the webmaster. Then that image will not be visible anymore on your site too. And second, its not because its easy to use an image from another website, that you also have the right to use it on your blog or website!
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Make the changes. Click the Update button to save your changes.
The selected image is removed from your screen, but is still available in your Media Library
Media
You can insert / edit / delete media (a Word document, an Excel sheet, a PDF,...) the same way as you do for images. The only difference is that a hyperlink to the le is inserted. The inserted media also appears in your Media Library. WordPress for Beginners Tutorial by WPBrix.com & WordPressNinja.com (FREE beta edition)
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Pages
Usage
In most cases, pages are used for static content / general information. For example an about us page. Only editors and administrators can add and edit pages.
Overview
Click on Pages in the left menu to get an overview of all pages:
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Page Title:
On top of this screen, you can choose your page title. Its always possible to change this later. If you dont use custom menus, then this title will also be used in the menu. In that case, you have to keep the title of the page short. Under the page title, the Permalink (or URL) of the page appears after you lled in your page title. You can always change this permalink by clicking the Edit button on the right of the permalink. Now you can ll in your own URL:
Adding content
The part under the title is the place where you can insert the content trough the WYSIWYG-editor:
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To nd out how this WYSIWYG editor works, please read the part The WYSIWYG editor in the beginning of this guide.
Publish
In this part you nd the options to save, publish and delete your page:
Lets take a look at all the options: Save Draft (button): save your page without publishing it on the internet. Preview (button): preview your page in your browser. Status: select the status of your page, draft or pending review. Visibility: select the visibility of your page: public, password protected (visitors have to ll in a password to see the content) or private (only visible for logged in visitors). Publish: publish immediately or pick a date to publish your new page later. Move to Trash: move your page to the trash, but its still possible to restore it from the trash. Publish (button): click the publish button to save the page AND to publish it on the internet.
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Page attributes
In this part you nd some extra options.
Lets take a look at the available options: Parent: select the parent page of the current page. This is important when you dont dene your own menu, or when you use a breadcrumb plugin. Template: Most themes contain multiple templates. This means you can choose a (different) page layout for this page. The number of templates depends from theme to theme. Here you can select the template for this page. Order: ll in a number for ordering your pages. You have to use this option when you dont dene a custom menu. You can also use the plugin PageMash in stead of the Order option. With PageMash you can drag and drop your pages to change the order of your pages.
Featured image
With the Featured image you can uplad an image that will be used with that article, depending on how its dened in your theme. For example, a lot of themes use this option so you can easily select a header image or a thumbnail for 1 specic page.
This is easy to use. Just click the Set featured image and select an image. After selecting your image, click on the Use as featured image hyperlink at the bottom of this screen:
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Click on Edit. The selected page will be opened to edit: You can change the content of the page You can change the options of the page To get the page ofine, select Status: Draft in the Publish part at the right Click the Update button to save the changes
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Posts
Usage
In most cases, posts are used for blogging. But you can also use posts for a news section of your website.
Overview
Click on Posts in the left menu to get an overview of all posts:
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Post Title:
On top of this screen, you can choose your post title. Its always possible to change this later. Under the post title, the Permalink (or URL) of the post appears after you lled in your page title. You can always change this URL by clicking the Edit button on the right of the permalink. Now you can ll in your own URL:
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Adding content
The part under the title is the place where you can insert the content trough the WYSIWYG-editor:
To nd out how this WYSIWYG editor works, please read the part The WYSIWYG editor in the beginning of this guide.
Publish
In this part you nd the options to save, publish and delete your post:
Lets take a look at the options: Save Draft (button): save your post without publishing it on the internet. Preview (button): preview your post in your browser. Status: select the status of your post, draft or pending review. Visibility: select the visibility of your post: public (with the option to stick the post on your front page), password protected (visitors have to ll in a password to see the content) or private (only visible for logged in visitors). Publish: publish immediately or pick a date to publish your new post. Move to Trash: move your post to the trash, its still possible to restore it from the trash. WordPress for Beginners Tutorial by WPBrix.com & WordPressNinja.com (FREE beta edition) 32
Publish (button): click the publish button to save the post AND to publish it on the internet.
Format
In this part you can dene the format of your post:
With this feature, a blogger can change how each post looks by choosing a Post Format from a radio-button list. The different post formats can differ from theme to theme.
Categories
Here you can select one or more categories for your post:
Tags
Here you can tag your article:
Just ll in your tag and click the Add button. Or you can click the Choose from the most used tags link to make a selection from your most used tags.
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Featured image
With the Featured image you can uplad an image that will be used with that article, depending on how its dened in your theme. For example, a lot of themes use this option so you can easily select a header image for 1 specic post.
This is easy to use. Just click the Set featured image and select an image. After selecting your image, click on the Use as featured image hyperlink at the bottom of this screen:
Click on Edit. The selected post will be opened to edit: You can change the content of the post You can change the options of the post To get the post ofine, select Status: Draft in the Publish part at the right Click the Update button to save the changes
Click on Trash. The post is now moved to the trash WordPress for Beginners Tutorial by WPBrix.com & WordPressNinja.com (FREE beta edition) 34
Post categories
Usage
Categories provide a helpful way to group related posts together, and to quickly tell readers what a post is about.
In the left part of this screen you can add a new category, at the right part you get an overview of all existing categories. If you just installed WordPress, there is only 1 category: Uncategorized. To add a new category ll in the following elds: Name: the name of your category as it will appear on your screen Slug: name used in the url (leave blank if you want the same slug as your category name) Parent: if you want to create a sub category, you can here select the parent category
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Description: ll in a description of the category (optional) After you lled in all the needed elds, click the Add New Category button. Your new category will now appear in the right part of the screen. When adding or editing a post, the new category will also be available in the categories part.
Post tags
Usage
In general, tags are similar to categories. But they are more specic and optional.
How to create a new tag: adding a tag through the Tags screen
Choose Posts > Tags in the left menu. Youll see following screen:
In the left part of this screen you can add a new tag, at the right part you get an overview of all existing tags. To add a new tag ll in the following elds: Name: the name of your tag as it will appear on your screen Slug: name used in the url (leave blank if you want the same slug as your tag name) Description: ll in a description of the tag (optional) After you lled in all the needed elds, click the Add New Tag button. Youre new tag will now appear in the right part of the screen.
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Custom menus
Introduction
Out of the box, WordPress automaticly adds a menu to your blog or website. This has the advantage that you dont have to do a thing to create a menu. The disadvantage is that its not user friendly to order the menu-items, or to add a category or an external link to your menu. Of course, there are plugins to solve this, but its easier to create a custom menu.
Next, ll in the name of your new menu and click the Create Menu button:
The new menu will now appear at the right part of your screen:
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Lets take a closer look: 1. 2. 3. 4. Click the +-tab to create a new menu When you select the option Automatically add new top-level pages, new added top-level pages will be added automatically to this menu Click the Delete Menu link to delete this menu This is the place where your added pages, categories and links will appear
Select the menu you want to use and click the Save button.
Fill in an URL, a menu label and click the Add to Menu button to add the link to your menu.
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Select the page(s) you want to add to your menu and click the Add to Menu. Note, if the page you want to add exists and isnt listed in the Most Recent tab, try the View All or Search tab.
Select the category / categories you want to add to your menu and click the Add to Menu button. Note, if the category you want to add exists and isnt listed in the Most Recent tab, try the View All or Search tab.
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Just hover with your cursor over a menu item, and drag this to the right place. You can also set a menu item as a sub item in the menu here: just drag a menu item a little bit to the right under the parent page:
Dont forget to click the Save button at the bottom of the screen!
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User management
Introduction
Out of the box WordPress contains a basic user management. You can create different accounts for different users. Because not every user needs the same rights, there are 5 different roles.
In this screen you have to ll in the following elds: Username (required): the username of the new user E-mail (required): the e-mail address of the new user First Name: ll in the users rst name Last Name: ll in the users last name Website: here you can ll in the url of the users website Password (twice, required): choose a strong password for your new user Send Password: Do you want to send the password to your user? (I always leave this option unchecked) Role: select a role for your new user
After you lled in all the elds, click the Add New User to create the new user.
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WordPress Themes
The different possibilities
One of the great advantages of WordPress is that there are a so many ways to choose a layout. There are free themes, commercial themes, theme generators or you could even create your own theme from scratch!
Free themes
You can nd a lot of free themes on the internet. In a lot of cases, free themes are great to discover WordPress, or if you have a tight budget. But dont worry, most of these themes are from good quality. The best source to start searching for a free theme is the list of the most popular free WordPress themes at the ofcial WordPress website. There are also some companies, like WooThemes, offering free themes. Tip: A free theme could also be a good start to create your own theme.
Commercial themes
Commercial themes are often named Premium themes. In general, these themes dont differ so much from free themes, except you have to pay for them. In most cases, they have better support and have more options. Most commercial themes cost around $35, which is much cheaper then designing your own theme. Some great places to start looking for a commercial theme: Themeforest WooThemes StudioPress
Installing a theme
There are 3 ways to upload and install a theme in WordPress: Using FTP Upload a theme trough the WordPress Dashboard
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Select a free theme through the WordPress Dashboard As you can see there are multiple ways to install a theme. For most users, using the WordPress Dashboard will be the easiest way.
Using FTP
Download your theme to your computer Upload this theme to you web hosting (using FTP) into the folder wp-content > themes Log in in the back end of your WordPress blog or site and select Appearance > Themes in the left menu Youll nd your new theme in the list of available themes: Click under a theme on Activate Visit the home page of your blog or site to see the result
Download a theme to your computer Select Appearance > Themes (1) Click the Install themes tab (2) click the Upload link (3) Select a Zip le on your computer and click the Install Now button (4) After the theme has installed, click on the Activate link:
Visit the home page of your blog or site to see the result
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Select Appearance > Themes (1) Click the Install themes tab (2) Fill in the name of the theme or the author and click the Search button (3) The following screen with search results will appear:
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Click the Install link under the theme you want to install The following popup will apear:
Click the Install Now button After the theme has installed, click on the Activate link Visit the home page of your blog or site to see the result
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Widgets
Whats a widget?
Widgets are small applications / extensions you can place in a space provided on your blog or website. This is usually a column left or right on the page (where also the menu is located) or a space at the bottom of the blog or website. The number of spaces to place widgets is limited and depends on the used theme.
Examples
Some examples will clarify the potential of widgets. There are widgets to: show all the pages or categories of a blog or website just ll in some text display your latest tweets from Twitter show adds ...
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Plugins
Whats a plugin?
In my opinion, plugins are the real power of WordPress! Plugins are small programs giving you the possibility to extend the functionalities of a basic WordPress installation. Most plugins can be downloaded and installed for free. Today, there are already thousands of plugins available. So if you want to extend your blog or website with a certain functionality, you may be sure there is probably a plugin for that.
Find a plugin
The search for plugins can be done best through the website of WordPress itself. A good indicator for good plugins is the popularity. So its a good idea to explore the list of the most popular plugins: http://wordpress.org/extend/plugins/browse/popular/ You can also use the search box: http://wordpress.org/extend/plugins/
In the search box, ll in (a part of) the name of the plugin and click the Search Plugins button. You will then receive a list of search results:
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Once you found the plugin where you were looking for in the search results list, click the Install Now link. Once again, you get a pop up for conrmation. Click the OK button. After the plugin installed succesfully, click the Activate now link. Dont forget to congure the plugin.
Select a ZIP-le on your computer and click the Install button. After the plugin installed succesfully, click the Activate now link. Dont forget to congure the plugin.
My favourite plugins
After 3 years of working with WordPress, I tried and used lots of plugins. This is my selection of WordPress plugins I use for the moment. For this selection, I also selected plugins that are well supported. Free plugins are great, but sometimes support stops after a while because the author just doesnt have the time anymore to update the plugin.
Google Analyticator
You can use the Google Analyticator plugin to track your visitors with Google Analytics. First, create a Google account (if you dont have one yet), then apply for Google Analytics. Google Analytics is a free service by Google to track your visitors. This is very detailed! After youve done this, install Google Analyticator and congure the plugin. More information about Google Analyticator.
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Secure WordPress
The Secure WordPress plugin adds some basic security to your blog. As securing WordPress is becoming an important issue, a security plugin is really necessary. I chose Secure WordPress because its so simple to use. Even if you only have basic WordPress knowledge, you can congure this plugin. More information about Secure WordPress.
Login Lock
Login Lock also makes your WordPress installation more secure and is also easy to congure. It protects your blog or site against hackers who try to hack your site through the login screen. After x wrong login / password combinations, they will automaticaly get blocked for x hours. More information about Login Lock.
W3 Total Cache
Installing a caching plugin is an easy way to boost the speed of your blog or site. There are couple of caching plugins, but W3 Total Cache offers the best results. Its a little bit more difcult to congure, but WordPress will run faster! More information about W3 Total Cache.
WPML (commercial)
If you need to translate your blog or site, then WPML is the best plugin to do this. Usage is very easy, and this plugin is supported by a lot of themes. Pricing is rather cheap because this plugin will save you a lot of time. More information about WPML.
Contact Form 7
If you need to extend your blog or site with forms, then I can highly recommend Contact Form 7. With this plugin, you can easily create multiple forms for your blog. More information about Contact Form 7.
Whats next?
After you read this tutorial, you should know the most important basics. But if you want to learn more about WordPress, blogging and SEO, it could be very interesting to visit my blog: More information about hosting: www.wpbrix.com/wordpress-hosting/ More information about themes: www.wpbrix.com/wordpress-themes/ More information about SEO: www.wpbrix.com/wordpress-seo/ Interesting books: www.wpbrix.com/wordpress-books/ How tos and tutorials: www.wpbrix.com/wordpress/
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