A Guide To Using Your Website

Welcome to your Website Guide! You’ll find that you can edit most aspects of your website yourself; it’s quick and easy once you are familiar with it.

We’ve created this guide as a helpful resource for learning how your website works.

This page is editable like any other on the website, so please make it yours and use it to record any operational changes you notice, too.

In addition to WordPress, your website uses a page builder and many plugins to provide extra functionality that WordPress alone can’t offer. Plugins evolve over time, so some instructions on this page may become outdated.

If you have concerns or questions about how this Guide or your website works, please get in touch with us at service@tectalic.com. We will be pleased to help.

If you want to jump right in, here are your quick-start essentials:

Key Info Guide: we’ve put together the section below to outline important details about the website, including where to change the words and photos on your website yourself.
Check the How To Menu: For more detailed information click on this How To Menu link to learn about your website page builder and your web host.

Accordion Title

Accordion Content

Take 5 Checklist

Take 5 minutes to check things out

Take 5 minutes to regularly review your website operations to reduce the risk of errors affecting your business.

What are the critical processes on your website that could impact your customers and your income?

Are you anticipating stock outages? Is your payment gateway working and are shop payments completing successfully? If you have booking systems or enquiry forms, are you receiving all of your customer requests?

What regular testing schedule (monthly, weekly, daily) is best for your business?

Know the important ways customers interact with you through your website and test those pathways. Set regular diary entries for testing and assign the tasks to a team member to complete.

Are there unlikely or irregular events you might need to prepare for?

Do you have important though irregular events that are essential to your business? Are there seasonal peak ordering periods or do you send occasional news blasts with special offers? Anticipate the impact of these events and be ready for sudden increases in website activity.

Critical Take 5 Checklist

Step 1: Is the website up to date? (dashboard check)

Step 2: Does the website present correctly? (visual check)

Step 3: Can the website process enquiry forms and notify you? (form check)

Step 4: Can the website process online payments and notify you? (payment check)

Step 5: Are your signups and social links correct? (newsletter subscriber and social media check)

Premium Plugins

Your website uses many premium paid plugins. In some cases licensing costs are covered by Tectalic’s Developer Licensing as part of your monthly fee. At other times you may be paying for licensing directly yourself.

The links below give you more information about specific premium plugins, how they are paid for and how to seek help when using them.

Squash Spam: Akismet premium spam filtering for forms and comments.

Page Optimisation Performance: Yoast SEO

Advanced Forms: Gravity Forms for premium editable forms.

Friendly Dashboard: Admin Columns Pro for configurable dashboards.

Powerful Information Filtering: Toolset plugin allows for custom site databases and filtering.

WooCommerce Premium Shipping Extension: Table Rate Shipping.

Beautiful email marketing: Campaign Monitor

Flexible email and commerce marketing: MailChimp

Booking & Scheduling: Bookeo

Conversion Optimisation: Optin Monster

Ecommerce Marketing Automation: CM Commerce

Key Info

To update the main areas of content on your website:

Pages: using your website menu browse to the page you want to edit. Use the Page Builder item in the top menu to edit the page. Hover over each element on the page and click the spanner icon of each module to edit.
Blog: add/edit blog posts and blog categories using Dashboard, Posts. Make sure to set a Featured Image
Menus: add new items and reorder using Dashboard, Appearance, Menus
Forms: edit forms using Dashboard, Forms. Click an existing form to edit.

Testing Web Forms & Newsletter Subscriptions

Does your website use forms (like a Contact form)?

If you do, we recommend a regular testing schedule to ensure your forms continue working as expected. It is also sensible to test before any one off promotions or events that could bring extra customer activity to your website.

Your website uses the Gravity Forms plugin. Gravity forms allows you to have a confirmation message appear after a web visitor completes a form, and it allows email notifications about the form submission to be sent to one or more of your own email addresses. Some websites are set up to send a confirmation email to the web visitor too.

How to test a form

Log out of your website and complete at least one form on your website as if you are a customer or visitor.
Notice the confirmation page or message that appears.
Login and check that the website has registered the email in the Email Log, and in the Gravity Forms entries for that form.
Notice the email addresses that received notification of the message.

Is everything operating as expected? If you have any concerns or questions please contact service@tectalic.com

Check your website Email Log

Login to Dashboard, Email Log
Check that your test email has been logged by the website

The function of this log is to record each email sent to or from you website.

Check the Gravity Form Entries screen

Login to Dashboard, Forms
Hover over the name of the form you tested and click on Entries in the submenu that appears
Check that your test email has been logged by the website

Do you offer a subscription form to join a news mailing list?

You will be using Campaign Monitor or MailChimp to create your newsletter. The subscription form may come from your newsletter provider, or from Gravity Forms.

Either way, testing is similar.

How to test a form

Log out of your website and complete the newsletter subscriptions form as if you are a customer or visitor.
Notice the confirmation page or message that appears.
Notice the email addresses that received notification of the message (if applicable)
Login to your newsletter provider and check that your test subscription has appeared in the correct subscriber list.

Is everything operating as expected? If you have any concerns or questions please contact service@tectalic.com

Image Sizes

Prepare the following types of images to the required sizes before uploading to your website:

Home Hero Image Background: 1440 × 1000 px
Page Header Images: 2256 × 427 px

WordPress Image Editor: Crop or resize images after uploading using Dashboard, Media Library and clicking the Edit Image link.

Advanced Image Editor: Edit images before uploading using the Canva image editor.

Learn more about image optimisation: How Image Optimisation affects your website

Page Builder Information

Your website uses the WordPress CMS with a front-end Page Builder called Elementor .

To learn more about your Page Builder:

Saved Templates and Global Widget

These are the Saved Templates and Global Widget’s available to reuse on your site.

All Templates

Sub Page Title Section – Below Header

Services Sub Head Graphic

Notice some Templates and/or Widgets are global. A global Template/Widget also appears as a gold colour when hovered over in Page Builder. Edits to a global Templates/Widgets on one page will automatically appear anywhere the Template/Widget appears on the website. All other sections/widgets are a blue colour and are standard. Edit a standard sections/widgets and the change appears only on the page on which you’re working.

Please Note: Do not delete saved Templates and Widgets

Adding Team Members

Team members are listed on the respective Team pages and on the home care About page.

To add/edit a team member:

Visit the Team Member link in the WordPress left hand menu
Click to add a new team member or click on an existing member
Add their:
- name to the title field
- job title
- Languages spoken other than English
- Bio
- Headshot as the featured image
- branch location
- division (NDIS or Home Care)
- department (if NDIS)
Click Publish

To reorder the team members:

The team member loop is ordered by ascending WordPress menu order
On the Team Member screen, hover on the order column values and click the pencil icon to edit

Note: Changing the order number of a team member may affect their order on a different page if they are in more than one team.

Google Analytics & Google Search Console

Analytics

If you have elected to have Google Analytics and Google Search Console configured for your website, you can review the details as follows:

Google Analytics: Visit Google Analytics
Google Search Console: Visit Google Search Console

How To Videos

Website Style Guide

Here is a visual guide to the typography, button and form styling of the website. These can be edited in the Elementor Global Settings menu.

Primary Heading

Secondary Heading

Accent

Body Copy example. We are a Perth web design agency who specialise in digital marketing and design. We work across many industries with a special focus on wineries, tourism and consultancies.
Our core business is building websites, many with eCommerce stores. We know search really well, and do strategy, SEO / Google Ads and conversion optimisation.

We are also creative, and work with clients on social media, copywriting and graphic design.

NDIS Services

Aged Care Services

Allied Health Services

A Guide To Using Your Website

Welcome to your Website Guide! You’ll find that you can edit most aspects of your website yourself; it’s quick and easy once you are familiar with it.

Take 5 minutes to check things out

What are the critical processes on your website that could impact your customers and your income?

What regular testing schedule (monthly, weekly, daily) is best for your business?

Are there unlikely or irregular events you might need to prepare for?

Critical Take 5 Checklist

Does your website use forms (like a Contact form)?

How to test a form

Check your website Email Log

Check the Gravity Form Entries screen

Do you offer a subscription form to join a news mailing list?

How to test a form

Saved Templates and Global Widget

Analytics

How To Videos

Website Style Guide

Primary Heading

Secondary Heading

Accent

Perth: (08) 6146 6296

Geraldton: (08) 6182 1703

Melbourne: (03) 9969 0300

admin@myway.org.au

Our Locations

My Way Group - Service Links