How-to guide for elements of the site that are custom built.

For training and documentation on standard WordPress elements, please see WP Beginner or other tutorials online.

Please see the Content Style Guide for best practices for accessibility and search engine optimization. Please put all bugs found and edits needed into the Bugs Document.


  • Page Templates
    • Landing Page
    • Regular Page
    • Homepage
    • Archive Landing Pages
      • Resources
      • Members
      • News Index
  •  Posts
    • Featured Images
      • News
      • Resources
      • Members
  • News Posts
    • Excerpts
    • Categories + Tags
    • Related Publications
  • Resources
    • Resource Subject
    • Resource Type
  • Members
    • Member Type
    • Member Category
    • Member Service
  • Member Pages
  • Images
  • Menus
  • Widgets
  • Plugins

Page Templates

Landing Page

The top of most pages (for example, What We Do) are using the Landing Page Template.

You can select this in two places:

  1. Within the page itself, on the right-hand side under Page Attributes.
  2. On All Pages, hover on the page you want to change, select Quick Edit and choose the template from the dropdown menu. Click update to save.

screenshot showing the page template is available under the Page Attributes section which is after the content sections.(example 1)

screenshot showing template available in All Pages under Template dropdown(example 2)

Landing pages are pretty self explanatory. Each section has instructions. Sections include:

  1. Hero Image (photo caption is pulled from the image’s photo caption – can include links)
  2. Subtitle: this will be an H2 heading on the page
  3. Button link and text
  4. Page Intro: a paragraph of text; subheadings and links are welcome
  5. Page Intro Link
  6. Success Stories section: please make these in groups of 3. Each line within this section can be moved around using drag and drop.
  7. Related Resources section (explained in detail in the News Posts / Related Resources section below)

Regular Page Template

All other pages use the regular page template. You don’t need to select this, since it’s the default.


  • The homepage is set up so you don’t have to select a template, it automatically loads.
  • Sections are the same as the landing pages and instructions are included.

Archive Landing Pages

Archive landing pages are auto-generated by WordPress, so adding sections to them requires a workaround, since the backend doesn’t allow you to edit these pages yourself. Each of the three archive landing pages behave the same way: with a manual link and an options page, to allow you to enter content. Here is a loom video explaining how to update these pages.


The Resources page is an archive of the resources custom post type (WordPress speak).

  • Links: anytime you want to link to it, use the URL: (it won’t show up in the list of pages, you’ll have to enter the link manually)
  • Settings and Content Fields: To add content to the Resources Archive page, go to the options page we’ve created for you:


Members are set up the same way:



Posts (News), Resources, and Members are all considered “posts” in WordPress (as opposed to pages). The major difference between posts and pages are that many posts can be on a page. For example, the Resources section shows all the resource posts – same with the Members section and the News section. Because of this, posts have additional elements, including: featured images, and taxonomies (categories and tags).

Featured Images

Featured images are shown as the preview to the post. They are often smaller than the hero images at the top of the pages. However, for News and Resources, this featured image is both the small preview image, as well as the hero image that shows at the top of the page. You only have to upload one image (same dimensions as the hero images on the pages) and WordPress will load the correct size in the correct location.

News featured images

This is the same image: upload the large size to the featured image area and WordPress will load different sizes in different areas of the site.

Resources featured images

screenshot showing resource featured image as a square with an angle cut into the bottom

Members featured images

The member featured images are only loaded as the small previews, so you don’t have to upload a hero image here, you can upload an image sized 480 x 272 px.

The featured image is in the bottom right-hand side and loads last if you’re tabbing through the site.

News Posts


Excerpts are automatically created from the main content of the blog post.

You can also create custom excerpts if you want to write something specific. To do this, fill out the excerpt field at the bottom of the post. This will override the automatically-created excerpt.

  • Don’t see the excerpt field? Go to the top right-hand corner and click on “Screen Options”; in the panel that opens, select “excerpt” (screenshots above in Page excerpt instructions)

Categories + Tags

  • Categories are groupings by format and should be limited to a specific list.
  • If you have more than one category for a post, select a “primary category” and this will be the one that shows up above the post.
  • Tags are groupings by topic and should be limited to a specific list.

Related Resources

To link resource posts to a news post, select the resource in the “Related Resource” section and move it to the column on the right. You can use search or taxonomy keywords if there are a lot of resources. You can drag and drop the selected resources to change their order.

Related resource section with one resource selected (and showing in the right-hand column).
Related resource section with one resource selected (and showing in the right-hand column).


Resources are a “custom post type” with “custom taxonomies” (WordPress speak). Custom taxonomies are similar to categories and tags for news posts.

Resource Taxonomies include:

  • Resource Subject
  • Resource Type

Resource subjects and types are already filled out based on this approved list.  Feel free to add more, and to change these going forward. Resource Subjects and Types are dropdown filters on the Resources archive list, to help users find resources.


The members section uses taxonomies to sort into groups.

Member Type:

Member Category:

Member Category sorts further within each of these groups. These are shown on the Archive pages, to help users navigate the options.

Presidents Group:

  • Large
  • Small

Community of Accessible Employers

  • Accessible Employers
  • Service Providers

Member Service

Member service is only for CAE / Service Providers and it indicates the service the organization provides.

Member Pages

Member pages have custom fields that all have instructions and descriptions to explain how to use them. The featured image here will be pulled into the archive pages and the link field will appear under the logo/featured image.


Different areas of the website require different sizes of images. All areas indicate which size you should upload. All image sizes are twice the actual images size, to account for retina screens. You can upload one image and WordPress will automatically resize it to all the image sizes needed.


You can access the menus either via the dashboard link or through the customizer (which allows you to create pages without leaving the interface).

  • Footer Menu (no subpages)
  • Main Menu
    • the arrows in the main menu are added with css, if you need to change a page copy and paste this code into the navigation label after the page title:
Menu navigation label for About Us page showing html code to use for arrows.
Menu navigation label for About Us page showing html code to use for arrows.


  • CTA mailing list (Mailchimp sign up)
  • Footer 1 // Logo
  • Footer 2 // Contact Info
  • Footer 3 // Quick Links & Social Media


Here is a list of some of the plugins that this theme is using:


This is what all the custom fields and flexible layouts throughout the site are built on.

iThemes Security

Robust security plugin with a lot of features, including:

  • Hides login page to limit bot hacking attempts
  • Locks out multiple login attempts
  • Backs up the database
  • Monitors file changes


  • Redirects URLs from old site to the new URLS on new site, to preserve SEO
  • Monitors 404s

Perfect Images + Retina

Automatically creates versions of each image for both normal and retina screens. This prevents images from looking fuzzy on Macs and devices with high resolution, while saving page load space (not serving high quality images on devices that can’t load them).

Yoast SEO

While basic WordPress is already set up pretty well for SEO, it needs some tweaks here and there to be really effective. Yoast WordPress SEO plugin provides the following features:

  • Automatically optimizes and inserts meta tags (snippets of text describing a page’s content, only appearing in the page’s code) for the Google engine
  • Allows you to define focus keywords
  • Checks whether you’ve written a meta description (a brief snippet summarizing a page’s content, which users can see in search results) and if that meta description contains your focus keyword
  • Creates XML sitemaps and notifies Google & Bing of the sitemap’s existence
  • Comes with a Facebook OpenGraph implementation, for improved social sharing
  • Allows you to select one primary category on posts when there are multiple categories