Overview

In WordPress, pages and posts are similar in a lot of ways, but they do have some differences:

Pages

• Editing pages
  • Pages are not tied to a template, so don’t be afraid of messing something up. If you do mess something up, you can relax because of two things:
    1. You can fix it through Elementor’s Revision History feature.
    2. It only affects the page you’re working on.
• Page titles
• Breadcrumbs
  • Will adjust breadcrumbs to show the path to a specific topic
• Nesting

Naming conventions

Establish consistent naming conventions across the site for the following items:

• Page titles
• Page URLs
• Section headings
• Navigation buttons
• Breadcrumbs

We created guidelines for creating consistent naming conventions for site elements.

Table 1: Page naming conventions.

Page titles

• Use only the product name (Claims, Lines, Billing).
• Differentiate by navigation buttons (Gen2, Gen 3).

Page URLs

This only pertains to pages, not posts.

• Create consistent page URLs.Example: …/lines-overview/lines-Gen-2-documentation/
• If not…
  • What do we use?
  • What do we do about existing links?
    • Unless there’s a magical link editor plugin, I fear it’s going to be very manual if we have to retrofit all existing links for consistency.

Section headings

• Consistent naming on Gen 2 & 3.
  • Yes: Gen 2 Claims & Gen 3 Claims.
  • No: Claims & BriteClaims.

Navigation buttons

• Include the word documentation.

Breadcrumbs

• Should the breadcrumb titles follow the URLs?
  • Exact matches?
  • If not, what is the rule?
  • Use the word documentation.
  • I think the breadcrumb trail should begin with Home.
  • We want to make sure each breadcrumb isn’t too long…a wrapping breadcrumb trail (mobile would be most prone) is unsightly and you lose the sense of progression.
  • Breadcrumbs often also include the current page (unlinked).

Create a product overview page

In WordPress, you can create a product overview page from an Elementor template.

To create a product overview page:

1. On the Dashboard, select Pages.
2. On the Pages screen, navigate to and hover over the page you want to edit, and then select Edit with Elementor.
3. In Elementor, at the bottom of the page, select Add Template .
4. In the Library dialog box, select My Templates > Product overview template > Insert > No.

Important: Select No when prompted to Import Document Settings.

1. Select [Module title] and then type the name of the module.
2. Select the module navigation menu above the content area.
3. On the Edit Nav Menu sidebar, in the Menu dropdown list, select the name of the module.
4. Select the content area with the instructions.
5. On the Edit Text Editor sidebar, in the text editor, replace the text in the box with the overview content.
6. Select Update.

Tips:

• To make editing easier, use the Fullscreen and Toolbar Toggle buttons above the text editor.
• To inherit our global styles, use the Styles dropdown to format text.

Posts

Content coming soon.

Create an Advanced setting post

In WordPress, you can create a post for an Advanced setting like you create any other post but make sure you select the correct categories to ensure it populates in the proper section of the Advanced settings page.

To create an Advanced setting post:

1. On the Dashboard, select Posts.
2. On the Add New Post screen, complete the following steps:
   
   1. In the Add title box, type the name of the setting.
   2. In the text editor, add your content.
3. In the Categories box, complete the following steps:
   
   1. Select Settings, Advanced settings, and [setting name].
   2. To the right of Advanced settings, select Make primary.
      
4. Select Publish.

Note: The setting will automatically populate on the Advanced settings screen in the list under the heading of the category you selected in step 3a.

Schedule posts

If you want to schedule a post to publish on a particular date and time for a Feature preview or Release note, you can do it from the Classic editor or Block editor.

To schedule a post in the Classic editor:

1. In the sidebar, in the Publish box, to the right of Publish immediately, select Edit.
2. In the date and time boxes, type the date and time you want the post to publish, and then select OK.
3. Select Schedule.

Note: If you can’t see the Schedule button, select Save Draft, and then, it will appear.

To schedule a post in the Block editor:

1. In the sidebar, under Document, to the right of Publish, select Immediately.
2. In the Calendar dialog box, type the date and time you want the post to publish, and then select anywhere outside of the dialog box.
3. At the top of the screen, select Schedule.
4. In the Are you ready to schedule? sidebar, select Schedule.