Using CustomPress for the First Time

Today I wanted to walk you through using the Custom Press plugin for WordPress.  Now for those of you who aren’t or have little to no interest in coding, relax, and don’t break out into a cold sweat this isn’t going to be one of “those” articles.  Custom Press is a Plugin that allows you to customize WordPress Post Types (meaning what we would normally call “posts” and/or “pages” in WordPress) so that you can customize to your heart’s content.  It also gives you plenty of control over taxonomies (meaning categories for your custom post types).

Let’s dive into how you can first of all create custom post types and taxonomies so that you can use them in your site and also how you can embed them once you’ve created them.  Sit back and enjoy the screenshots.  Once you’ve done the hard work of installing the plugin (and by the way its not hard at all)  the next thing to do is to find it and configure it.  Most plugins that you install create their own heading in your WordPress backend dashboard however Custom Press doesn’t.  It creates the sections for Post Type and Taxonomies under the “Appearance” section for your theme as you can see below.

Step 1: Creating a Custom Post Type

Creating a custom post type is not that hard using Custom Press.  Click on the “Post Type” option and you will be taken to a page like this…

From here enter the name using a standard naming convention, the plural and singular label of the post type and a description about the post type and click “Save“.  What you will notice after saving your custom post type is that you will have an option in your left side navigation menu representing your newly created custom post type just like what you see below.

When you click the “Add New” option from the menu you’ll be brought to a page that looks a lot like the standard post and page post types with a few exceptions including the fact that the name is related to the customer post type that you created.

Step 2: Creating Taxonomies

Taxonomies are important for creating your custom post types in that they outline the categorization of your custom post types.  For example, if you create your custom post type called “Books” using Taxonomies you can outline genres, price points, authors and languages using a taxonomy structure.  The best way to think of taxonomies is to think of it like a category, something I am sure we are all familiar with and use it that way.  Let’s have a look at setting up taxonomies.

As you can see above all you need to do is set the taxonomy name, singular and plural labels and select the post type you want to apply it to whether its a standard post type like a page or post or a custom post type like we talked about previously.

Once you’ve saved your taxonomies you can start to use them in your post types to build out your hierarchy.  Lastly I wanted to show you just how to embed these custom post types and taxonomies into your WordPress website.

Step 3: Embedding your custom post types and taxonomies into themes and plugins

The real magic behind using Custom Press is the fact that you can take the post types and taxonomies and start to include them into your website.  In order to embed the post type or taxonomy you’ve created into your website in any custom manner you need to hover it first.

When you click “Embed Code” you’ll notice that it generates code which you can then embed into the functions.php file of your WordPress theme.

Now that I’ve  shown you how you can customize WordPress using custom post types and taxonomies I urge you to check out the Custom Press plugin to customize your WordPress website.

 

How to Segment Website Traffic in Google Analytics

The team at Google Analytics has been working on a new user interface and a lot of new features and functionality lately and today I wanted to highlight one area in particular.  Most marketing people and business owners are interested in segmenting their traffic to see how their customers and visitors are using their website.

With Google Analytics new user interface its now possible to select a number of default segments called “Advanced Segments” which include a number of excellent pre-existing segment options like paid search traffic, non-paid search traffic, visits with conversions, visits with transactions and many more.  Have a look at how you can find this below…

… The great thing about working with advanced segments is that you can apply more then one to a date range of web analytics data and extract meaningful insights into what is happening on your website.

How to Setup WP E-commerce for Affiliate Marketing

Most of the ecommerce platforms out there aren’t built for people to build a catalog for affiliate marketing on specific products or cross selling opportunities for other websites that partner with you.  I wanted to give you a tip today that allows you to use WP E-commerce for affiliate marketing using their “Off Site Product Link” functionality.

Step 1: Once you’ve installed WP E-commerce into your website go to one of the products in your WP E-commerce store or a new product and look for the following section on the page…

Step 2: Enter your affiliate link and the text for this link and save it.  Doing this will override the “Buy It Now” and “Add to Cart” links pointing them to the external website.

If you do affiliate marketing and you are interested in marketing products individually either as a part of your website or you want to create a catalog of products to endorse on your website that point to someone else’s website they this is a great way to do this easily.

How to Setup Web-to-Lead pages for Sandbox Testing

Here is a tip for anyone setting up web-to-lead pages using SalesForce.  SalesForce for those of you who don’t know is a world class CRM solution and the ability to generate and integrate web-to-lead functionality into your website or land pages gives you a lot of additional functionality after you get your lead data into SalesForce.

If you happen to be testing a web-to-lead page generated in your Sandbox currently you may notice that you are having issues when you save it as an HTML file locally and test it further as you develop validation for it, passing other hidden values and things of that nature.  No leads are showing up in your Sandbox as you test is the most common one and if you are new to working with HTML, web pages and web-to-lead forms then this tip could be pretty valuable for you.

Step 1: Log into SalesForce and go to Setup | Customize | Leads | Web-to-Lead and generate your web to lead form

Step 2: Copy and Paste the code into an HTML editor and edit following lines of code…

<form action=”https://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8” method=”POST”>

and change the ‘www’ to the instance that you sandbox is running on. So if you have a Sandbox running on CS4 it would look like this:

<form action=”https://CS4.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8” method=”POST”>

Lastly locate the oid value and set it to the value of your sandbox instance of SalesForce.

<input type=hidden name=”oid” value=”00Dxxxxxxxxxxxx“>

Step 3: Save the HTML file containing the Web-to-Lead form and use knowing that the leads generated will appear in your sandbox now.

Best Practice: Save the web-to-lead form locally on your PC if you want to edit and make changes to it as SalesForce doesn’t currently store web-to-lead functionality in SalesForce.

I hope that you found that brief tutorial on how to modify the web-to-lead code in order to test it in a sandbox before using it in production.

5 Great Options to Build Responsive Websites

When I talk about “Responsive Websites” what I am referring to is the ability for a website to adapt to devices of various screen resolutions using a CSS framework. There are a number of frameworks that you can use to develop responsive web designs and most of the theme development companies out there today are currently making plan to or are releasing designs that are responsive by nature. To say this is a “game changer” is an understatement.

With so many people accessing websites on mobile devices web development it seems needs to follow suit. I wanted to showcase 5 such frameworks that help with developing a website that can incorporate responsive web design and give your website the ability to be viewed scalability on most mobile devices and PCs out there today…

CSSGrid.net

 

Skeleton

978 Grid System

Columnal CSS Grid System

Less FrameWork 4

 

 

 

 

 

 

How to Setup Products in WP E-commerce

Setting up products in any ecommerce platform whether it runs on WordPress or not is a key concern for most people usually with questions of “How easy is it to use?”, “Can it handle my business needs?” and “Can I manage and make changes to it by myself?”.

I wrote in a past article about how you can import products in WP E-commerce and in this article it is my goal to talk about the finer points of how to configure products in WP E-commerce.  I work with enough different technologies on a given basis to know a good software product and WP E-commerce is a pretty solid ecommerce offering.  When it comes to products and product management they’ve nailed a lot of the core features and options of products so lets explore a few of them.

Setup Shipping on at the Product Level

As opposed to setting shipping at a category or store level what setting shipping at the product level provides is a way to manage the various options you have available.  As you can see in the following screenshot its possible to set the dimensions of your product including width, height and length, weight and local and international shipping settings.

Lastly you keeping restrict shipping on products individually.  Having this control at the product level makes it easier for those special cases where you need to setup something for specific products versus all products.

Sale Pricing and List Pricing on Products

Another useful feature when setting up products using WP E-commerce is that you can have various pricing setup at the product level including sale price, regular price, pricing in different currencies, setting a product as a donation or using Table Rate pricing which is a conversation for another time but regardless these options are powerful.

Stock Control

Personally I think that WP E-commerce has done a good job at starting down the path of stock control however WP E-commerce is not a full ERP solution and its ability to track stock limits at a glance is not a core strength.  But if you are looking to sell limited quantities of product then this is something that WP E-commerce can help you with.

 Setting Tax at the Product

WP E-commerce gives you the ability to apply tax at the store level and the product level.  It also gives you the ability to make items tax exempt at the product level as you can see in the following screenshot.

Naturally I could talk about the standard features available with any ecommerce systems out there but for the purposes of discussing products I wanted to showcase the fact that a lot of features and functionality that are available at a store level can be applied to products individually in WP E-commerce.

How to Code Forms That Validate Using HTML5

I wanted to share a tip with you for those of you who have websites that run on HTML5.  Traditionally in HTML 4 and its predecessors if you wanted to do validation on web based forms on your website that collect information from your visitors you had to reference and/or code JavaScript that would then validate what a user enters onto the form when they submitted it.

Now with HTML5 you can do a number of things to validate your website’s forms from simple validation by making a field required to adding fields on your web form that are structure specific like email fields and others.  Let’s have a look at a few examples starting with simple form validation.

<input type=”text” required>

When using the “required” attribute in HTML5 what this does is makes this field as required using boolean logic. Simply set it up with the required keyword and you are done.

Now let’s look at a few more input types to help you validate your website forms using HTML5 including email and url.

<input type=“email” …/>

The email input type field on a web form looks at the structure of what is entered to ensure that it follows the structure of an email address whereas the url input type checks to ensure that the characters entered in the text field use the structure of a url.

<input type=“url” …/>

I hope that these tips help your website to use the features and functions of HTML5 to make things easier for you and your website.

How to Add a Facebook Like Box to your Website

If you are going to get more people liking your website then you are going to have to add a way to promote your Facebook page on your website.  Today’s tip is a good one for those of you looking to add social media elements to your website.

In order to find the like box for your website you will need to go to “Edit Info” on your Facebook Page and click on “Resources” and “Use Social Plugins”.  On this page select the “Like Box” option and that will take you to a page that looks like this…

You can then customize the attributes of the Like Box for your website by adding the URL of your Facebook page, width of the Like Box, the option to show faces on your Like Box, Show the header and show the stream from your Facebook page on your website as you can see below.

When you are finished customizing your Like Box the last thing to do is to click the “Get Code” and select the style in which you want to generate the code for your Like Box in.  You can select from HTML5, iframe and xfbml.

Once you are finished simply copy and paste this code into your website and people will like you and your company on your Facebook page in no time!

 

How to Upgrade Your mySQL Database from 4.x to 5.x

Recently I had to upgrade a website on WordPress because the version of WordPress that I wanted to upgrade to needed a mySQL database running version 5.x to work correctly and the website had previously been running 4.x.  What you’ll see is this issue happening on platforms that run off of a mySQL database like WordPress, Drupal, Joomla and others currently and in the near future as new versions come out that are compatible with mySQL 5.x or greater.  So if you are running a website that works on these platforms with mySQL 4.x then you may want to think about upgrading your database.  I’ve put together some steps to help you do this seamlessly.

Step 1: Backup your existing mySQL 4.x database that runs your website currently.

Step 2: Create a new mySQL 5.x database for your website and give it a new and different name.

Step 3: Click the “Restore” option or run the command line to restore the backup you took of the mySQL 4.x database and restore it to the newly created mySQL 5.x database.

Depending on what platform you run your website on currently you may need to do some additional things to get the website back up and running but you should be able to figure this out from the prompts and messages that the system displays.  So as you can see it’s not a huge or involved process to get your mySQL database upgraded.

Using a .ME Domain Name to Represent Yourself

When you are thinking of setting up a website for the first time it can be daunting to think of all the combinations of domain names that you have access to and what extension to choose.  Let’s look some of the advantages of choosing a .ME domain name and some popular reasons why a .ME domain name might benefit you over a standard .COM domain name when it comes to building your brand, business or creating your own personal website.

Giving your website a personal touch

If you are choosing a domain name for a personal website or you use your name in operating a business (Some popular examples are real estate agents, personal trainers, authors, small business owners, etc.) then a .ME domain name can be an excellent option it allows you create a more personal brand.

Domain Name Availability

When you are looking for a .COM domain name what you’ll notice a lot of times you are confronted when searching for a domain name is that the domain you want is taken by someone else.  In selecting a domain extension like .ME, you can be rest assured that the domain you want will most likely be available because they haven’t been as heavily picked over like .COM domain names.

How to choose a .ME domain name

There are number of ways that you can go about creating your own .ME domain name when you register it including using the following criteria when brainstorming and selecting your .ME domain name.

  • surname.me – This is a good option for a family looking to host a website for their family including creating email addresses for each family member with the surname.me domain name.
  • fullname.me – If your name is your brand then this is a great option for people who want to host a portfolio of their work or create a personal blog or website.
  • nickname.me – If you are looking to give your website or blog a catchy and interesting domain name that is available.
  • companyname.me – If you can’t find your domain name available in a .com domain name using .me gives your company a more personal feel
  • brandname.me or productname.me – Let’s say that you company sells a particular product or brand of products using the brand name or product name for your .ME domain name gives you a more personal way to relate your products and brands to people.

Whether or not you decide to use a .ME domain name to represent you online they can be highly useful and a good way to separate yourself from the crowd.