1. Site Tour, Setup & Your Users

This essential lesson will walk you through the Wordpress backend. First steps include configuring the initial Settings, basic Global Styles, & connecting with your users. Edit the header, footer & navigation.

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This is where it all starts!

Learning Objectives:

  • Familiarize with the WordPress backend interface
  • Create initial files for a child theme and essential requirements
  • Create a basic & fully functional block child theme from a block theme
  • Installing & activating plugins
  • Editing global website settings & styles
  • Editing header & footer
  • Differentiate between templates & patterns
  • Add Social Media block items.
  • Add Navigation block items.
  • Understanding user communications including commenting, registration & user roles
  • Creating a new user
  • Differentiate between posts and pages

Lesson One

Suitable for all skill levels

wordpress v6.3+
twenty twenty-three+


Prerequisites:

login to your website wordpress admin for the first time.

Final word of advice:

length 23:41 “Setup, Start Building Your Website & Connect With Your Users”.

Lesson Summary

Expand to read a quick step-by-step summary of Lesson One

All of the following steps are expandable for more detail:

Initial Setup

Install and activate plugin & setup your own theme

Install and activate plugin Create Block Theme by WordPress.org

Appearance > Create Block Theme.

Select the option “Create child of twenty twenty three”. Edit the theme name, description, theme URI, author, author URI & click Generate to download the theme.

Appearance > Themes

Upload and activate the new theme.

NOTE: securities may require you to drag & drop the theme (zip) file versus choosing the file option to upload.

Edit your website’s general settings

Settings > General

Edit the site title, tagline, set your site language & set your time zone using the UTC offset value.

DO NOT manually edit the WordPress Address (URL) or the Site Address (URL). This step will be completed after your domain is registered/transferred/re-pointed.

Set global styles & edit your header & footer

Appearance > Editor > Styles

Choose a style closest to your desired design. Note: Toggle the “Style Book” icon to see samples of block content.

All websites contain a <header> <body> & <footer>. The site’s <header> & <footer> elements are stationary and appear the same on every page of your website.

Templates are for entire page layouts whereas Patterns are sections within a page. The home page is using the “Blog Home” Template. The <header> & <footer> are patterns (formerly called template parts).

Toggle on list view to view & edit all the template blocks within a hierarchical layout. List view can always stay on by editing the preferences.

Avoid duplicate content, swap the site title block in the footer with the site tagline block.

Replace the <p> “Proudly powered by WordPress” with text appropriate for your website. Note: external links should “Open in new tab”.

A list of keyboard shortcuts can be viewed from the preferences menu, including save, undo & redo.

user communications

Restore & publish the default sample post “Hello World”

posts > trash

Restore the “Hello World” post & switch from “draft” mode to “published”.

Install, activate & setup Akismet spam protection

plugins > add new

install & activate “akismet anti-spam: spam protection”. create an account and insert the API key for basic spam protection.

Allow users the ability to subscribe to your website & enable user account profiles.

settings > discussion

check “Users must be registered and logged in to comment”. uncheck both options under “Email me whenever” & “Before a comment appears”.

settings > general > membership

check “anyone can register” to add the option for users to register on your site from the login screen.

Add a new user account for testing.

users > add new

create a user account (for testing purposes) & assign the “subscriber” role.

  • Contributor – write & manage their own posts but cannot publish them.
  • Author – publish & manage their own posts.
  • Editor – publish & manage posts including the posts of other users.
Setup links for login, social media & contact email to connect with your users

appearance > editor > navigation

add the “Login/out” block. save & now users can also access this option from the main navigation.

add the “Social Icons” block to the <footer>. It is best practice to locate all external links at the bottom of your content.

add a contact link in the main navigation (social icons block: email)

Lesson Assignment

using only <h2>headings and <p>aragraphs:

  • edit the “sample page” and replace the content with “about”.
  • edit the “hello world” post and replace with an article written by you.
  • edit the comment and replace with text written by your test user.

Homework Help: need writing ideas?

  • Write an About Page

    Creating an effective “About” page for your website is crucial because it provides visitors with insight into your brand, mission, and values. Here are some ideas and elements to include when writing or updating your website’s “About” page: Remember to keep your “About” page concise and engaging. Use a friendly and approachable tone to connect…

    Need some help with your homework? Learn more about this topic.

  • Write an Article Post

    Writing a compelling newsletter or article for your website is an excellent way to engage your audience and provide them with valuable content. Here are some ideas for what to include in your first newsletter or article: Remember to maintain a consistent and authentic voice throughout your newsletter or article, and always focus on providing…

    Need some help with your homework? Learn more about this topic.

  • Write a Comment

    Creating a compelling first comment for your article is a great way to kick off the discussion and encourage reader participation. Here are some ideas and suggestions for your first comment: Remember to keep your first comment concise, engaging, and friendly. It should set a positive tone for the discussion and make readers feel welcome…

    Need some help with your homework? Learn more about this topic.

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