For Editors

Table of Contents

Change Log

After adding new posts, pages, or major content changes, log those in the Change Log page. Mainly, this is for other people managing the website. Also, new pages and changes will need to be added to the Fastbots training.

Start Edit Session

Managing Events

  • Add “event” tag to posts that are future events.
  • Set the post date to be an “acceptable” lead time before the event
    date.
  • Events should have an expire date set 1 to 7 days after the
    event. Enter the date in the post’s Expire Date field.
  • Verify that the “announcement” category is set. And verify the “event” tag is set.
  • Publish
  • When an event expires, it will be changed to “draft” status. Expired draft events should be set to “private” status, and any “is_submission” custom field should be deleted so it does not appear at the bottom of the Submitted form.
  • If there are photos or videos from the event, the original event post can be used to hold the photos. Change the date of the post to the event’s date, clear the expire date, and add the photo category.
  • See also: Creating and Using QR Codes

Add to Calendar

Example 1 – a simple single date

timeZone="America/Los_Angeles"
description="https://indivisiblepv.info/immigration-justice/"
startDate="2026-04-29"
startTime="19:00"
endTime="20:30"
buttonStyle="round"
lightMode="dark"
styleDark="--btn-background: #0e2795;"

Example 2 – repeating meeting

timeZone="America/Los_Angeles"
description="See: URL"
startDate="2026-04-07"
startTime="19:00"
endTime="20:30"
buttonStyle="round"
lightMode="dark"
styleDark="--btn-background: #0e2795;"
recurrence="weekly"
recurrence_count="8"

Example 3 – multiple dates

timeZone="America/Los_Angeles"
description="See: https://indivisiblepv.info/book-discussion-outraged/"
startTime="12:00"
endTime="14:00"
buttonStyle="round"
lightMode="dark"
styleDark="--btn-background: #0e2795;"
dates='
{
"name":"Outraged",
"startDate":"2026-05-17"
},
{
"name":"Outraged",
"startDate":"2026-05-31"
}
'
  • Add a “feature” tag to posts to be shown when the “Featured Posts” menu is selected.
  • Removed feature tags from posts you don’t want to feature anymore.

Managing News and Newsfeed Posts

  • If a post has an RSS feed (See the Firefox RSS Feed Finder extension), a YouTube channel, or a Playlist, then it should have the Category media/newsfeed checked. And it should have the “news” tag added so it’s included in this site’s news feed.
  • If a post has an RSS feed, add an RSS block and display 5-12 recent posts, with 100-word excerpts. Also, check the “date,” and if more than one author, check that box.
  • If the news post has a limited time of interest, you could set the expire date, so it will be automatically removed.

Images and Videos

  • Single images in posts and pages can be saved in the Media Library.
  • Groups of related images should be put in an Image Gallery.
  • Videos should be saved in YouTube or Viemo, then use the embedded block to add them. The standard WordPress block can embed single videos, playlists, or channels.
  • Groups of related videos can be collected or displayed together with a Video Gallery.

Managing Image Galleries

  • Add Galleries with the admin menu: Imagly
  • Add a gallery with its shortcode to posts or pages.

Plugin: “NextGEN Gallery”

Managing Video Galleries

  • See the admin menu YouTube Gallery for the base setting. But this is optional.
  • To create a gallery on a post or page, select the block: Automatic YouTube Gallery. Then you can adjust the options for what you want.

Plugin “Automatic YouTube Gallery”

Managing Contact Forms and Emails

  • See the admin menu Contact for where Forms are defined.
  • Forms are added to pages or posts with shortcodes.

Join Form

  • This is for people who would like to join IPV
  • Entries are sent to Google Group: ipv-join@googlegroups.com

Contact Form

  • This is for general questions.
  • Entries are sent to Google Group: ipv-contact@googlegroups.com

Admin Form

  • This is for website-related problems or enhancements.
  • Entries are sent to Google Group: ipv-admin@googlegroups.com

Plugin “Contact Form 7” (and in settings)

Managing Submit Post Form

  • See the admin menu “USP Forms” to create and edit the form.
  • This is complex, so let an admin know what you would like changed.

Plugin USP Pro (and in settings)

Managing Search Forms

Plugins

  • “Search & Filter” (and in settings)
  • “WP Extended Search” (and in settings)

Editing Draft and Pending Posts

  • Click on the Left panel, Posts, All Posts
  • Look for a “draft” post to edit. You can list only drafts by clicking on the “Draft” link that is above the “Build action” button.
  • Click on a draft title to bring up edit view
  • Click on some text in the post
  • At the prompt, click on “Convert to blocks” (if not already blocks). If that looks too “messy,” undo that, then edit the text in the classic visual editor.
  • Clean up the copy to match the typical style for the media type (book, article, etc.)
  • Title – fixup, if needed.
  • Subtitle – Make it italic
  • Author: verify that it follows the style guide. For example, if a video is an interview, then the person being interviewed is the author. The interviewer could be added after their name.
  • Date Seen – Is this really needed?
  • Publisher – Verify this
  • Recommended by – First name and Last name initial.
  • Date – verify the post-date is correctly set. It should match the date on an article or the publish date of a book or video.
  • Cleanup any format issues with the text.
  • If you have made many changes, you will want to click the “Save Draft” link occasionally.
  • Links to YouTube or Vimeo videos can be pasted into the body of the post, and the video will automatically be embedded.
  • Links to Instagram videos are added as follows. Go to the Instagram link, click on the triple dots to get a menu, select “Copy Embedded” (include the caption or not), then go to the WordPress post, add a “Custom HTML” block, and paste the copied text.
  • Email links follow this pattern: “mailto:EMAIL?subject=SUBJECT TEXT&body=BODY TEXT” For example: “mailto:user@gmail.com?subject=I would like to attend&body=Please send me details for the next meeting.”
  • Make a “Buy,” “Read Article,” or “Review” link, if not there already. Make it an H3 heading or a button.
  • If the post is an article, is there an Internet Archive link?
    • If no, it might change or become unavailable; get an archive link. See: How to make links that last
    • If yes, make the text “Archive” a link, which can be plain text, an H3 heading or a button.

Categories and Tags

In a “note to editor,” a user could have requested additional categories or tags. Add those as needed (if your role allows that).

If you have added categories or tags, the form settings must be updated to allow the new items. See: Plugins, USP Pro, Settings. (A site admin user should do this.)

  • Post Categories – Select which categories may be assigned to submitted posts. Show/Hide Categories
  • Post Tags – Select which tags may be assigned to submitted posts (see next two options). Show/Hide Tags (Note: Most Author tags are not enabled, because there are so many of them.)

Images

Does the post’s feature image have a 4:3 or 16:9 ratio?

(Look at the image in the post or in the Media Library.)

  • Yes, continue to “Set the featured image.”
  • No, save the image to your computer and use a graphics program to edit it.
  • For changing graphics, see: Sizing Graphics
  • Save the edited image to a jpg file with a descriptive name. (Note webp images are not supported by WordPress.)

If a post is a video-only post, a featured image is not needed. Put the video link after the title line. Then put all other text after the embedded video.

  • Right panel, Post tab, “Set Featured Image.”
  • Select the image from the Media Library.
  • If not in the Library, select “Upload” and get the edited image from your computer. (The image on your computer can now be deleted.)

Post settings

  • Right panel, Post tab
  • If there is “Excerpt” text in the post, review it.
  • Set the “Publish date” to the actual date of the book, article, video, etc.
  • Set “Discussion” (comments) to “Open” or “Closed”
  • Review Categories: select all that are relevant, from the existing list. (Categories can be added, but it would be best to first use tags for “missing” categories.)
  • Tags
    • Add any important tags. Use ‘-‘ between words, not spaces.
  • To preview the post, click on the “Preview” button at the top of the page.

If you mess up editing a post

  • If you haven’t published or saved, you can leave the post (click on “W”), then start over.
  • or you can use the undo left arrow button at the top left
  • or you can click on the “Revisions” link in the right panel. Then you can go back to the previous version and restore the post to one of the saved versions.

Publish

  • You can have another editor review the post. Set the “Status” to “Pending” then let them know. (Note: a published post’s status can be changed back to “Draft”)
  • If all is OK, publish the post. Top right button. You’ll need to do it twice.
  • If you are editing an already published post, click on the “Save” button.
  • Click on the “W” at upper left to go back to the post list.