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.

 

WordPress 3.3 “Sonny” Released

This release from the team at WordPress is a fairly big one with some features that are allowing the application to advance into new areas of usability.  Some of the fixes related to this release are largely focused at the core users of WordPress and as plugin creators, web developers and the WordPress community at large.

Naturally with most releases its important to test before upgrading to a new version of WordPress or integrating new code and plugins into WordPress.  Let’s have a look at some of the big features included in this release…

  • Drag and Drop Uploader
  • New Toolbar
  • Tumblr Importer
  • Improved co-editing support
  • Pointer Tips for new release features
  • New Editor API
  • Improved Dashboard experience for users on iPad and other tablet PCs

Now out of that list let’s have a closer look at some of these features including the drag and drop uploader and Pointer Tips…

Using pointer tips in the new WordPress 3.3 makes it easier for people to understand how to use WordPress.  I do like the hover over navigation menus that are currently available however this is not really a “game changing” move in my opinion, its just nice to have.  The next thing that I want highlight is the Drag and Drop Uploader which is pretty cool in terms of a feature of the 3.3 release of WordPress and it makes it easier to add multiple images in a few simply drag and drop actions  as you can see below…

As you can see the drag and drop interface above is fairly easy to understand and use.  You do however still have the option to use the “browser uploader” as you can see if you just don’t like the drag and drop functionality.

Next to use the drag and drop functionality you open the directory on your PC with the files you want to move and simply drag them over and you are done.

Once you’ve finished dropping the files from your computer into WordPress you can then edit properties of the files you’ve uploaded using the Drag and Drop Uploader functionality.  Most of the 3.3 release of WordPress is UI-based which is a smart move as more and more people are choosing it to run their websites its good to see that their is a focus on improved usability.

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 Setup Shipping Options Using ECWID

It’s been a while since I wrote about this plugin but ECWID (Ecommerce Widgets) is a solid plugin if you are looking to add the ability to process ecommerce transactions on your website. When you setup shipping in ECWID you can obviously choose the option to use a third-party shipping rate estimate tool from FedEx, UPS and others but what if you want to setup shipping as a flat rate for a specific area, free shipping or one of the other various methods of calculating shipping (weight, number of items, etc.) Today I am going to show you in a few easy steps just how possible it is to setup shipping in ECWID for your ecommerce website.

Setting up User Defined Shipping Methods in ECWID

Being able to setup your own methods through the ECWID user interface versus coding them makes ECWID a really attractive ecommerce solution and gives you a number of ways to charge for specific zones (a.k.a. regions) around the world based on setting shipping on weight, percentage of the order, per item shipped, or a dollar amount per order. You also have the ability to use multiples of those criteria to charge for shipping. Have a look below and see what I am talking about…

There is also an option to setup postal codes (If you live in Canada and other countries that use postal codes) or zip codes so that when you enter them into your ECWID ecommerce site you can do more detailed shipping estimates. As you can see in the following screenshot you can enter postal/zip codes in the “Zones” section of the administration section of ECWID…

What you’ll notice once you’ve got this setup in the backend of ECWID by going to your ecommerce website built using ECWID and entering the checkout process you have the ability to then estimate shipping costs using these methods that you’ve built as you can see below…

With user defined shipping methods you can setup shipping for your customer in a number of ways and depending on your business and what you are selling online these shipping methods can suite most of your business needs if you are working with the ECWID shopping cart on your WordPress website.

How to Use Conditional Tax Rules in Shopp

As I mentioned in an article that I wrote recently called “5 Things to Consider About Tax on Your Ecommerce Website” where I talked about 5 things you should spend some time thinking about when considering just how and what to setup on your ecommerce website in terms of tax. I’ve also written about the Shopp ecommerce plugin and today I wanted to bring those two topics together, Shopp and Taxes. Now as anyone knows who’s worked at all with the Shopp ecommerce plugin for WordPress its not easy to use at times.

If you click and go to the “Settings” section of the Shopp plugin in your WordPress and go to the taxes area of the plugin you will probably notice that you can set a tax rate for a specific state or province but what you may not know is that you can actually add condition tax rules and logic to your ecommerce website.

Have a look at the screenshot below and what you will notice is that after you add a tax rate to a specific state or province and if you look a little closer then you will also notice the plus sign next to the drop down state and country fields. When you click on it you can use boolean “AND” or “OR” logic to also apply a specific tax rate to a product, products in a specific category, products tagged with a specific tag or customer type.

You can setup multiple tax conditions and create your own tax rule through the plugin’s user interface quickly and easily. If your ecommerce website requires specific tax logic in place then give this a try as it might just help save you time in setting up conditional tax rules.

Product Review: Affiliate Royale for WordPress

Blair Williams, the creator of a few successful WordPress plugins including PrettyLink which I personally use and Mingle has received come up with another plugin product called “Affiliate Royale”. Affiliate Royale is an Affiliate Management plugin for WordPress and it allows you the ability to integrate WordPress in a way that you can create and run affiliate programs.

Affiliate Royale gives you the ability to host and run your own affiliate marketing program on your own without the hassles of third-party software hosting and charging you to use its software on a transactional basis.

Features of Affiliate Royale

Some of the unique things that are offered by Affiliate Royale as affiliate management software include…

  • Being able to host your own affiliate marketing program
  • The ability to create either single or multiple tier affiliate marketing programs
  • One time cost to purchase this software versus a transaction based affiliate marketing software
  • Integration with various shopping carts including Shopp, Cart66, PayPal, Wishlist and Authorize.NET and manual integration instructions for other shopping carts

Drawbacks of Affiliate Royale

Some potiential drawbacks of Affiliate Royale are…

  • You need to host the software on your server. This is not a third-party affiliate marketing solution
  • Only available in WordPress
  • You will need some level of technical knowledge to run affiliate marketing programs however you need this in the case of any affiliate program management software

Now that we’ve had a chance to cover some of the pluses and minuses about using Affiliate Royale as your affiliate program management software I want to show you what it can do from an administration perspective.

How to Administer Affiliate Royale to Run your Affiliate Marketing Program

I will break this down into two prime areas of discussion with respect to how to administer your affiliate marketing program including Statistics and Reporting and Managing Creative aspects of your affiliate marketing campaigns.

Statistics and Reporting

If you are managing an affiliate marketing program then you are going to need ability to check out stats about how your affiliate marketers are doing selling your products or services. Affiliate Royale shows statistical information for your information in a simple and straight forward manner as shown below…

… What we can see is that for any given day we can see at a glance the number of clicks, the amount of corrections done on a certain day and the ability to see clicks versus unique versus sales converted on a specific day. Other important reports that you get with Affiliate Royale include Top Referrers which is a pretty standard report but it’s definitely a useful one, a log for transactions, Paying affiliates that are signed up to your affiliate marketing program and another simpler report for tracking and reporting clicks.

Managing Creative

The other important area of this product is the ability to manage creative aspects of your affiliate marketing program through banners and links. Affiliate Royale has a very simple user interface to upload, edit and create creative materials for your affiliate marketing needs. As you can see below even though it doesn’t wow you in terms of the overall looks it gets the job done in an easy to use way.

Overall for the money that you are going to spend on this affiliate marketing plugin for WordPress this is worthwhile if you are considering running your company’s own affiliate marketing program so check it out today.

CSS Customizations of a Premium WordPress Theme

When you buy a website theme or template the most common issue is that you still want to customize it further.  Depending on which theme you buy can heavily depend of the amount of customization that you need to do.  A client of mine had some tweaks that they needed done recently on a theme that was purchased called Moderno developed by bavotasan.  Have a look at the original design below…

Original Theme

Normally when you have a website theme the CSS is all in one nice and neat place however that wasn’t the case with this theme and simple knowledge of CSS is not enough.  For this theme, I had to get into the PHP and is smartly coded to stop newbies and novices from really customizing this theme.  The first thing that I did was edit the CSS for the sidebar and image used for the shadow effect and flipped it over to the other side.  Have a look…

The next and final thing that needed editing for this styling was to have the top dark grey bar so that it would align with the post area on the left hand side and give the layout a cleaner look.  Check it out…

This was a fun and easy project that took a few hours of work to accomplish but the redesign of the visual layout of the page looks great too!

How to Create More Featured Image Sizes for StudioPress Child Themes

Today I wanted to show you how to create more featured image sizes for your StudioPress child WordPress themes.  I am a big lover of what StudioPress is doing with their child WordPress themes and the Genesis framework so recently when I decided that I wanted a few different sizes of featured images on a design I am working on for a website redesign project for one of my other sites.

I went looking for an easy and straightforward way to add this into a child theme and found an easy way to achieve this.  For those of you who don’t know what featured images are or where to find them they are usually located on a standard post page and you can upload images and set them as the featured image.

Modifying the functions.php file

Now its time for the fun stuff.  We are going to modify the functions.php (also known as “Theme Functions” in StudioPress child themes) file in the child WordPress theme to show some different sizes of featured images.  In order to access this file you will need to click on the “Editor” link under the “Appearance” menu section in the backend of your WordPress site and from there you should see some menu options on the right hand side of the page similar to the screenshot below.

Now that we are in the functions.php file we need to modify some code to have different sizes of featured images.  In order to do that we need to locate the lines of code to modify in the functions.php file.

add_image_size('home-top', 400, 270, TRUE);
add_image_size(
'home-bottom', 215, 140, TRUE);

To add some custom sizes for featured images by adding the following.  Please keep in mind that you can change the values for sizing below to suit your needs but test it first to make sure it looks the way you want it to…

add_image_size('home-top', 400, 270, TRUE);
add_image_size(
'home-bottom', 215, 140, TRUE);
add_image_size(
'home-extra', 120, 100, TRUE);

By adding this extra line of code you can make use of additional sizes of featured images on your child themes for WordPress.  Have a look at the transition from how the code influences what you can see in the UI.  I’ve used the “Genesis Featured Grid” plugin for the purposes of this article.

As you can see when you code in the functions.php file you are going to see these additional choices in the front-end of the Widget user interface.  I used the “Genesis Featured Grid” plugin was developed by David Benedetti at Heavy Digital Creative which allows you to create a featured grid in the Genesis Framework for your website.

Where Does Custom Order Data Show on Orders in Shopp?

I’ve covered a bunch of topics in the past about how to customize Shopp in the past few months.  They’ve all been about how to do things that are externally facing on the website to date and today I am going to talk about where to find the custom order data generated by order-data tags on orders in the Shopp UI in WordPress.

The custom order data tags which I talked about in an article I wrote called “How to Customize the Shopp Checkout.php Template for WordPress” are collected on orders however I’ve found it can be confusing for users as to where this data so I am going to show you where this data is located and how to customize the heading for this section on your orders so that its easier to find.

In order to customize the header of where this custom order data is located on your orders generated by Shopp you’ll need to first locate the ui.php file and download it from your instance of Shopp and WordPress to your computer.  The path to get to this PHP file when you are in your FTP client is /wp-content/plugins/shopp/core/ui/orders/ui.php.  What this file controls is the User Interface for the Orders when you are in the backend of WordPress in Shopp viewing Orders.  Now let’s talk about how you can customize this file to change the header where the data collected by the custom order data tags is shown.  Have a look at the following snippet of code from the ui.php file as a reference.

function orderdata_meta_box ($Purchase) {
$_[] = ‘<ul>’;
foreach ($Purchase->data as $name => $value) {
if (empty($value)) continue;
$classname = ‘shopp_orderui_orderdata_’.sanitize_title_with_dashes($name);
$listing = ‘<li class=”‘.$classname.’”><strong>’.$name.’:</strong> <span>’;
if (strpos($value,”\n”)) $listing .= ‘<textarea name=”orderdata['.esc_attr($name).']” readonly=”readonly” cols=”30″ rows=”4″>’.esc_html($value).’</textarea>’;
else $listing .= esc_html($value);
$listing .= ‘</span></li>’;
$_[] = apply_filters($classname,$listing);
}
$_[] = ‘</ul>’;
echo apply_filters(‘shopp_orderui_orderdata’,join(“\n”,$_));
}
if (!empty($Shopp->Purchase->data) && is_array($Shopp->Purchase->data) && join(“”,$Shopp->Purchase->data) != “”
|| apply_filters(‘shopp_orderui_show_orderdata’,false)) {
add_meta_box(‘order-data’, __(‘Details’,'Shopp’).$Admin->boxhelp(‘order-manager-details’), ‘orderdata_meta_box’, ‘toplevel_page_shopp-orders’, ‘normal’, ‘core’);
}

Look at the line of code “add_meta_box(‘order-data’, __(‘Details’,'Shopp’).$Admin->boxhelp(‘order-manager-details’)” and change ‘Details’ to whatever you want to call this section.  Save it and upload it to your site and you should be all set to view the custom order data collected from your customized Checkout.php page.

How to Setup your Comment Moderation in WordPress

 

If you use WordPress for blogging like I do you are hoping that people will comment on your blog.  Another important question to ask is “Should you moderate the comments on your blog?”  I personally moderate all my comments by using the settings in WordPress and today that’s exactly what I am going to show you how to step in a few easy steps…

Step 1: Login to your WordPress website and go to the “Settings” section and click on the “Discussion” link as seen below

Step 2: Check the “A comment is held for moderation” and “Comment author must have a previously approved comment” checkbox just like below.  What this will do is once you’ve approved one comment from a visitor you won’t need to approve each additional comment they make ever again

What this will do is put comments into a queue where they are moderated and they will not be published until they are approved by you.  There are a host of options for managing discussions and moderating comments in WordPress in the “Discussion” option so have a look around here and I am sure you will find a way to manage your comments.