Table of Contents

Other helpful pages

Content Styles

Style Guide

Page Blocks

 

  •  Pages
    • Content Editor (WYSIWYG)
    • Font Styles Selection
    • Block Quotes
    • Links and Buttons
    • Tables
    • Inline Images
    • SEO Settings

Page Attributes

  • Hide pages from sitemap and google
  • Page Blocks

Layout Instructions

  • Custom Post Types Instructions
    • Posts
    • Locations
    • Tombstones
    • Team Bios

Media Library

  • Options
  • Menus

Pages

  • From the Dashboard left-side menu, click ‘Pages’ (This will allow you to view all Pages that are currently built.)
  • If you want to build a new page, select ‘Add New’
  • On new pages ‘Enter title here’. Upon saving the draft or publishing the page a URL will be auto-generated based upon what is entered into the “Enter Title” field. To change, click the Edit button that appears under field.
  • If applicable, set the parent page under Page Attributes (in the right column.) This will set the url structure but NOT the visual display of subpages in the site navigation. You will need to add these in Menus (see below.)
  • (optional) Add a header/hero area for this page from the Additional Page Content section.
  • Select video or image
  • Upload image or video and add accompanying header area text in the Hero text section.
  • Enter a Title if you want to override the page name with a different h1.
  • Enter content into wysiwyg editor (instructions below). This content will appear at the top of the page above any joined page blocks. You will want to include content here especially if you have a left nav and/or sidebar widget on this page. Most of your pages will use the page blocks to layout content.
  • Enter SEO information in the Yoast SEO settings. (You will want to add specific Meta Title/Meta Description info for each page/post.)
  • Use the social sharing tab in Yoast to set specific content for Facebook and Twitter.
  • Select any page blocks to join to the page by clicking in the left window of the Page Blocks box. Anything on the right will appear on the front end. (See Page Blocks Layouts section for details on how to build Page Blocks.)
  • Click and drag to reorder. Click (-) to remove from page.
  • Note: Page blocks need to be created before they can be joined to the page.
  • Publish or Save as Draft (or Update to save edits) the page to save it.
  • Remember, published page blocks will not be visible on a page until it has be joined to that page.

Content Editor (wysiwyg)

  • Type content directly into the wysiwyg editor or copy/paste from word processor with ease.
  • When copying/pasting, ALWAYS use the ‘clear formatting’ button (small eraser icon) after pasting, and/or ‘paste as plain text’ (T on clipboard icon) before pasting.
  • Use special characters button (Ω) to replace any special characters from pasted content. If not, the coding may be different.

Font Styles

  • Different header styles are preloaded in the (Paragraph) drop-down menu and are labeled (Header 1, Header 2, etc.) Please see the Content Styles page for reference to your site’s font styles. You will never have to select h1 as the page name or title override will automatically create the h1 for this page.
  • Highlight the text and then select the desired font style
  • Add ‘Intro‘ text styling by highlighting text and going to the dropdown menu Formats > Intro next to the header styling options.

Intro Style Example

Block Quotes (in Content Editor)

  • Highlight text to be put into block quotes. (This will most likely be used in Blog/News.)
  • Select block quote button (“) next to the Italics.
  • Within a blockquote you can have an author, to make the author text stand out you can add the class to it.

Block Quote Example

Links and Buttons

  • Highlight the word/s which you want to create as a link and clicking on the insert/edit link icon (chain icon).
  • Enter the destination URL directly into the field or performing search by beginning to type in the internal page or post you want to link to.
  • For internal links, you can also insert the page url after your domain name. IE: www.website.com/about would be: ( /about). Click the blue arrow ‘Apply’ button.
  • For external links, insert the entire url (https://www.website.com).
  • To open external links (or a pdf or image) in a new tab click on the ‘gear’ icon to get more link options. In the popup window click “Open in a New Tab”. Click the blue arrow ‘Apply’ button.
  • For telephone “click to call” functionality add “tel:” followed by the phone number (tel:8885551234).
  • For email links add “mailto:” followed by the email address (mailto:name@email.com)
  • To break a link, click on the link and then click the ‘Remove Link’ button (broken chain icon).
  • To make a link into a button, highlight the link and in the Formats dropdown menu select ‘Button‘.

BUTTON EXAMPLE

Secondary Button

CTA LINK EXAMPLE

Inline Images

To add an inline image (most likely used within Blog Posts or News):

  • Place your cursor on the area where the image should appear, and click ‘Add Media‘ button above wysiwyg.
  • Select image or search using field in top right corner, select it, then click blue ‘Insert Into Page‘ button.
  • You can also Upload a new file from your computer. Note: Images should be edited and cropped to the correct pixel dimensions before uploading. Jpgs and Pngs should be 72dpi. To keep page load times low we generally recommend that images be less than 250mb.
  • Once the image is in place, click on image to reveal edit toolbar. Choose an alignment and click on the ‘edit’ pencil icon to control other setting such as link options.

SEO Settings

Yoast SEO tab will automatically pull the page name and beginning content on the page as your Meta Title and Descriptions. Overriding these will allow you to control what text (and keywords) search engines will see here. Your custom page title should end with the site name. You will need to add this manually, it will not automatically appear when you customize the Meta Title.

  • Enter Title tags (max. 70 characters including your site name)
    • To change the title separator
      • Go to Yoast SEO in the WP sidebar and then go to “search appearance”
      • Under the “General” tab, you can change the title separator
      • Click save, and this will update any place that has the title separator snippet
  • Enter Meta Description (min. 140 characters recommended)
  • Social tab – These fields can be used to custom set the information that will display on social media when the page, post, etc is shared on social media. Mostly used for any pages, post, resources that will be shared on social media.
    • Enter Title
    • Enter Description
    • Upload Image

Page Attributes

Underneath the publishing tools at the top right is Page Attributes. This is where you can assign a page to a parent page.

  • If you assign a page to a parent page it will change the url structure of the page.
  • If ‘new page’ is assigned to ‘old page’, its url will change to old-page/new-page.
  • You can set the order of pages in the visual navigation in Appearance > Menus. (directions below)

Hiding pages from sitemap and google search

In the Yoast Advance setting tab (gear icon) select the settings No (Index) and No (Follow) will hide pages from the sitemap and google search.

Page Blocks

Page Blocks are created separately from pages, and then joined to the desired page(s). They do not appear on your site unless they are assigned to a page. You can either assign pages from the page block backend, or, from the page backend you can join created page blocks.

All Page Blocks

  • To view/edit existing page blocks, in the dashboard left menu, click Page Blocks/All Page Blocks. This will allow you to view all Page Blocks that are currently built.
  • From a page, you can also click on the “Edit” red button that appears in the upper right corner of each page block (you must be logged into WordPress) to edit that specific block.
  • Existing page blocks can be “Cloned” or “Copied to a New Draft” but you MUST rename and change the joined pages or duplicates will appear on those pages.
  • Page blocks may be used on multiple pages exactly as they are created (you may consider naming these starting with “Global”). Keep in mind that any edits made to this page block will be reflected across all occurrences of this block.

Add New

  • To create new page blocks, in the dashboard left menu, click Page Blocks > Add New. You can also click “Add New” from the top of the All Page Blocks view.
  • “Enter title here” Note: unlike page titles, this title is not associated with SEO in anyway. You will want to name it intuitively, such as starting with the name of the page this block will be joined to, followed by the block layout, and perhaps the beginning content of the block. This will make it easier to find to edit later.
  • Select your desired layout
  • Follow more detailed instructions on Page Blocks Layout Instructions page for each specific layout option.
  • Join this page block to specific page(s) here. Note: This page block will appear at the bottom of that page. If needed, you will have to go to the back end of the page to rearrange the order of the blocks.
  • Save as Draft, Publish (or Update to save an edit) the page block to save it. Remember, even published page blocks will not be visible on a page until it has be Joined to that page.

› : H4 chevron for after links per design review

Page Block Layout Options

Page blocks are divided into 3 categories:

Text Columns
Text/Text
Text/Image
Image/Image
Text-Icon/Text-Icon/Text-Icon
Text/Text/Text
Text/Text/Text/Text

Custom Blocks
CTA
CTA w/Image
Angled Text/Image
Angled Image/Text
Stat Counter
Testimonial
Testimonial w/Linked Team Member

How to set up new Testimonial

  • Copy testimonial from Page Blocks Library
  • 3 tabs to go through in order – Settings/Content/Page Join
    • Settings: this will display the layout. If you copy from the Page Blocks library, this will always be consistent.
    • Content: the first WYSIWYG field is where you put the header and quote. Header is always H3.
      • Scroll below the WYSIWYG field – you will see options to add Name, Title, Company or a bxo with Team Member.
      • Ones without team members specified good for client feedback
      • With team member feed, you can search and select, or scroll through the listings.
    • Join: Here you’ll decide which page you’d like to join this block to.

Cards & Feeds
Tombstones
Tombstones feed – cards
Tombstones feed w/Popup
News Feed

  • Header field is where you put title for news block
  • Scroll down to News Feed Block
  • Search for News Story you want there, add to right side.
  • Arrange in order that you’d like them to appear.
  • These are pulled from the “Post” post type. If you add new stories, they will be featured here.
  • Icon to the right means that the story link leads off site.
  • For stories that lead off site, you’ll pop in the link to the story at the top, and put it in an excerpt (150 character limit). If you do not create an excerpt, it will pull from WYSIWYG field.

Team Feed
Team Feed 1 Featured
Team Feed 2 Featured

  • Three versions of this, with variations for how many team members specified.
  • WYSIWYG field has H2, intro text, and link to view the full team
  • Featured Team Members show in big boxes.
  • Selected Team Members show in smaller boxes.
  • As currently configured, you have to show a minimum of 1 selected team member.

Custom Post Types:
Posts
Locations
Tombstones
Team Bios

Add/Edit Locations

Locations are technically a post type. To access them, you’ll navigate to the post type on the left hand side of the WP dashboard. To create a new one you will,

  • Click “Add New” when you are in the locations field.
  • Set featured image on the right
  • Fill out all information under Location Data tab.
  • For editing existing locations, you’ll just go through the page similar to a new one and change the information you want.
  • Since Locations are a post type and not technically a “page”, you would edit features for the Locations landing page under Location Settings. You can change the H1 for the landing page, add additional content to the header, or add/edit Banner CTAs.

To Edit/Add Team Bios

  • On the lefthand side WP dashboard select Team.
  • Select add new
    • If editing an existing partner, simply select the partner you are looking to edit and save changes once done.
  • Add the title of the Partner in the Title field
  • Enter all content into the WYSIWYG
  • Add a featured image to each partner using the style guide’s dimensions.
  • Specify position in the dropdown
  • The left WYSIWYG field is the bio for the team member. The right WYSIWYG field is for their accolades/experience.
  • On the right sidebar, you’ll specify the team that the member is on, and the location that they work out of.
  • Save/update/publish the partner

To Add a post to the Blog post type:

  • Go to the Posts section of the WP dashboard and select “Add New”
  • Enter the title of the post in the “Add Title” Field
  • Enter all content into the WYSIWYG
  • Add a header image
  • Enter excerpt content which will appear on the all posts page as a preview for this blog article
  • Add categories and tags as needed
  • Set the featured image which will appear on the all resources posts page as a thumbnail for this post item
  • Save/Update Post item

To Add/edit the Tombstones Post Type:

  • Using your WP dashboard, navigate to the Tombstones post type
  • Select which resource you would like to edit. If adding new, select the add new option
  • Enter the title of the resource
  • Select the featured image on the right sidebar
  • Scroll further down the right sidebar and mark the locations and year invested
  • Add header content (if any) to the WYSIWYG field
  • Publish/save all changes

Media Library

Image must be cropped and compressed before adding to the media library. It is recommended that images be no larger than 250kb (though sometimes this is unavoidable). You will want to crop the image to the appropriate dimension prior to compressing. This site, tinypng.com can be helpful in compressing file sizes for sized images.

  • To view the Media Library click Media in the dashboard menu. (You can also go directly to the ‘Add New’ screen from here.
  • To ‘Add New’ images/files, click the Add New button at the top of the page. Then drag and drop files into window or click Select Files button.
  • You can add files directly to a specific folder, or drag/drop them later.
  • Inside the Media ‘Grid’, media items are displayed in a thumbnail grid for ease of navigation. Click any media item to edit the image title, meta data, link options; however, we recommend that you use photo editing software like Photoshop before uploading images to Media Library.
  • This is where you can find the unique URL for image and PDF, which can be used to link to ‘Download’ a PDF.
  • Media library can be filtered by type or date and is searchable by title.

Menus

  • You are able to edit Social Media links in the footer via the options tab on your WP dashboard
  • Use menus to organize how you want the various menus to display.
  • To add pages to your menus and to structure sub pages, navigate to Appearance > Menus in the left dashboard menu.
  • At the top of the page, select the menu you want to edit from the dropdown, or select create a new menu.

To edit the site’s footer menu:

  • Enter footer contact information into the footer contact information field
  • Enter the desired footer menu title left, footer title middle, and footer title right

To edit the site’s social media menu:

  • Go to the social media section of the Options page
  • Enter the links in the appropriate fields categorized by application
  • Update the page to save changes.

Adding Pages:

  • Find the page you wish to add to your menu from the selection area on the left. Select all applicable pages and add to menu.
  • Once in the menu, drag and drop the pages to reorder or set as sub pages.
  • To set as a subpage, drag the page so it appears indented underneath the primary page.
  • The menu label defaults to the name of the page but this can be overwritten. Click the arrow that appears all the way to the right of the page label and enter your title in the ‘navigation label’ field. You can delete menu items in this section as well.
  • ‘Save Menu’ with the red button to the right.

All other menus: Primary Navigation & Secondary Navigation

Use menus to organize how you want the various menus to display.

  • To add pages to your menus and to structure sub pages, navigate to Appearance > Menus in the left dashboard menu.
  • At the top of the page, select the menu you want to edit from the dropdown, or select create a new menu.

Adding Pages:

  • Find the page you wish to add to your menu from the selection area on the left. Select all applicable pages and add to menu.
  • Once in the menu, drag and drop the pages to reorder or set as sub pages.
  • To set as a subpage, drag the page so it appears indented underneath the primary page.
  • The menu label defaults to the name of the page but this can be overwritten. Click the arrow that appears all the way to the right of the page label and enter your title in the ‘navigation label’ field. You can delete menu items in this section as well.
  • ‘Save Menu’ with the red button to the right.

Mega Menu

  • If you want to edit the mega menu, go to Appearance>Menus
  • Roll your cursor over an item that is in the menu – a blue button that says “Mega Menu” will pop up, which you will click and open up the ability to edit what is there.

Phase 2 Items

  • Home
    • There are 2 new features on the homepage. The homepage now has a Stats Block that is part of the homepage. The field to update the stats on the home page is called “Home Banner”. It is configured similarly to other stats block where you have a description fields, then three fields for Prefix, Suffix, and Value.
  • Slider block
    • The homepage also has a slider block where you can feature blog posts. This is found in a field called “Featured Articles”.
    • For each featured article, you’ll need to specify an image (dimensions should be 1000 x 800), then choose an article that you’d like to feature (similar to how you join blog posts to a blog feed). You also have the ability to filter by categories through the dropdown.
    • By default, the slider block is set to 3 – you can potentially add more articles by hitting the add article button at the bottom right.

Growth Equity Tombs

  • These are now their own post type.
  • Create the tomb, populate all the fields.
  • Growth equity tombs can also be joined to a page block similar to how you join blog posts to a blog feed.
  • When creating a new page block, there will be an option under the layout dropdown and you’ll specify “Growth Equity Tombstones”.
  • From there, the interface will be very similar to the blog feed block – you’ll be able to join growth equity tombs to a block, then assign it to a page.
  • SEO tools can be found via  the left side menu SEO > Search Appearance > Content Types tab > Choose the Tomb you want to edit

Private Credit Tombs

  • These are now their own post type.
  • Create the tomb, populate all the fields and adding the sector. Be sure to add the transaction date in the “Date for Order” field.
  • Private credit tombs can also be joined to a page block similar to how you join blog posts to a blog feed.
  • To join these to a page block, you’ll create a new page block, and there will be an option under the layout dropdown and you’ll specify “Growth Equity Tombstones”.
  • From there, the interface will be very similar to the blog feed block – you’ll be able to join growth equity tombs to the block, then assign it to a page.
  • SEO tools can be found via  the left side menu SEO > Search Appearance > Content Types tab > Choose the Tomb you want to edit

News and Insights

The Posts post type now has some new features as well.

  • You can now join a PDF to an article for download. This is done by following these steps:
    • There is a field called Blog Detail at the top of a new blog post. Make sure the dropdown is set to PDF download. You can join a PDF to a post out of the Media Library (or add a file)
    • There is a title field where you can specify the title for the download.
  • We have also added a number of new blockquote options, as well as the ability to insert charts into blog posts.
    • The options include:
      • Blockquote (quote icon)
      • Blockquote (custom image icon) – this style uses the icons from your site in a text/image block within a post. You should continue to use the images sized at 90×90 for this option.
      • Blockquote (Thick HR)
  • We have created an example post with all of these styles that can be found here: Example post