Mind Map for What Web Wizards need to know Resource

What does a technical staff member at XWS need to know?

This started out being technical items; then we added some business & marketing items. Maybe split them out into their own document?

Customer Requests

What will customers ask us for? What products/services will we provide to meet their requests? What requests will we NOT respond to? I think we should identify requests at the micro level and combine them into defined packages that make sense for us to provide.

  1. Buy a domain name
  2. Create SemPro-based site
  3. Migrate legacy site to SemPro
  4. Migrate email from legacy to HG
  5. Create custom look and feel
  6. Show me how to get started using SemPro
  7. Guide me in getting my site up and running
  8. How do I sell my product on the web?
  9. How do I get traffic to my site?
  10. How do I put audio and video on my site?

I think there are the following types of request. I think we need to think hard about which of these we do and don’t do.

  1. Do. Take customer request, do some work, deliver results to the customer.
  2. Show. Take customer request, show the customer how to do it.
  3. Advise. Take customer request, figure out how to satisfy it, communicate solution to the customer.
  4. Guide. Take customer request, figure out what they really need/want, communicate options, advise re decisions.
  5. Translate. Translate inarticulate customer request into a request that can be satisfied.

Each of the requests in the first list might be of any type in the second list. Which ones make economic sense?

Philosophy

What is the vision for the business? What principles will guide the development of the business?

  • Cookie cutter
  • Most Important Skill
  • Dev, test, production
  • Roles and responsibilities
  • 3 legged stool

Process

What are the defined processes for running the business? What do staff members (employees & contractors) need to do to keep management informed, to get paid, to expand their roles, etc.?

  • Status reporting
  • Time reporting
  • Customer interaction
  • Project assignment

What defined processes become “service products”?

  • Cf: Customer requests
  • Create eCommerce web presence
  • <split up above into defined sub-processes>
  • e.g. Create new SemPro site at Hostgator

Skills

What are the fundamental, horizontal skills that are necessary for the business? Not every individual needs every skill.

Tech skills

  • Basic web browsing skills: Navigate the web, use web apps, level 1 search skills, get help.
  • Markup skills: HTML, XHTML.
  • Formatting and presentation skills: CSS, graphics tools (see below)
  • Programming skills: PHP, JavaScript
  • Database skills: MySQL basics, phpmyadmin
  • Usability skills: improve the customer experience
  • Design skills: Artistic taste, color, layout, <more>
  • Graphic tools: Photoshop, Illustrator, Fireworks, InDesign, iPhoto, Grab, Hijaak, <more> …
  • Video tools: Flash, iMovie, Adobe Media Encoder,
  • Video infrastructure: Cloud, S3, streaming.

Marketing skills

  • Direct marketing (tools, techniques, do’s, don’t’s, etc. Expand this…)
  • SEO
  • Onsite
  • Incoming
  • Keyword evaluation and management
  • [Kat and Tom: expand this section]

Business skills

  • Strategic evaluation: is it a good business?
  • Financial evaluation: can the business be bootstrapped? can it be funded?
  • [expand]

Web Applications

  • Firefox
  • Firebug
  • Web developer
  • S3?
  • WHM, cPanel
  • WordPress
  • Semiologic
  • Wishlist Products
  • GoDaddy, NetSol, Domain.com, enom
  • Paypal, 1ShoppingCart
  • Moodle
  • Aweber, etc.
  • Forums:
  • Ticket/HelpDesk:

Desktop Applications

  • Dreamweaver or alternative
  • Interarchy, Fetch, or alternative
  • Photoshop, Illustrator, InDesign, Fireworks, iPhoto
  • Flash, iMovie,

Sites & Credentials

Tasks

  • WHM
  • Collect customer info (u, p, legacy info, … )
  • Create HG account
  • Create/modify package
  • Modify customer account
  • Create/manage skeleton folder
  • [] Set up automatic billing for WHM accounts
  • [] Set up XWS-branded name servers
  • cPanel
  • Set up standard forwarders (admin, abuse, postmaster, webmaster, …)
  • Collect info from customer re email process preferences
  • Set up POP, IMAP, or forwarders based on customer prefs
  • Fantastico installs
  • WordPress
  • Moodle
  • SMF?
  • Others?
  • DNS controls
  • File manager
  • GoDaddy, NetSol,
  • Purchase domains
  • Set up Account Exec
  • Modify nameservers
  • 3 roles: registrar, DNS controls, host.
  • Moodle
  • Install
  • Configure – initial defaults
  • Schedule backups
  • Collect bus. reqmts. that drive configuration settings
  • Configure – based on bus. reqmts.
  • Monitor/maintain user list
  • Upgrade versions
  • Create custom skin
  • WordPress & SemPro
  • Install
  • Configure – initial defaults
  • Schedule backups
  • Configure – based on customer interviews
  • Monitor/maintain user list
  • Purchase SemPro license (including documentation and installation)
  • Manage SemPro forum requests
  • Manage SemPro tickets
  • Migrate HTML content to SemPro

Hubspot video on inbound marketing for small businesses

URL for the video: http://www.hubspot.com/Portals/53/docs/small_business_lead_generation.swf

Notes

13:24. What to publish: Blog, podcasts (iTunes and others), videos (post to YouTube), photos (to Flickr), Presentations (to slideshare), ebooks, news releases.

14:19. On page SEO. Different page title on each page that contain keywords. Clean URLs

15:03. Off page SEO. Analogy with personal refs. 3 levels. I know this person. This person is an expert in X. The referrer is trusted.

18:40. Blogging is permission centric.

19:01. Purpose: convert visitors to leads.

20:00. Landing pages: Limited navigation. clear and simple. Form above the fold.

22:30. PPC to landing pages outperform home page by lots.

24:40. Important funnel: Traffic, leads, customers.

28:00. Follow up with best leads to qualify them.

29:30. End pres’n. Start Q&A.

30:45. Don’t use blogspot, wordpress, etc. and why.

31:30. Don’t waste money on design! Invest in content.

32:30. Premium content behind login. Can’t be seen by SE. Change biz model?

33:00. Why above the fold on landing pages? Converts better. Most important: test your landing pages.

33:50. Link building strategies and link exchanges. Link exchanges are bull. Bad idea. Google frowns. Against Google TOS. No magic dust. Inbound links to good content is the only good strategy. Small biz can outperform big guys.

35:45. How filter good leads from weaker ones? Hubspot sw delivers things like # of pages, time on site,etc. to get lead scoring.

36:30. How balance landing page vs. "World wide Rave"(i.e. no barrier to content). Do you require form filling to get to content? Or let people go there and get signups only if they want to do so. Answer: Mixture. E.g. webinar behind registration vs open blog.

38:50. What does hubspot use? Answer: hubspot. Cost $250/month standard; $500/month premium.

Free trial without a website? Yes. Hubspot has a CMS.

No programming. Small business. Can I do it? Yes. Platform is easy to use.

Ton of traffic, but not enough leads. Answer: look at calls to action. Experiment, test. Why would someone want to fill out the form.

What kind of content if I’m a services company? Answwer: ton of expertise. Share your expertise. Give them 10 tips. People won’t do it themselves anyway. If you’re an expert in your field,

How do you qualify leads? Answer: You have to call them. Feed back lead qual ideas back into lead gen to get better leads in the first place.

List of API keys

API and license keys for themes, plugins, etc. Read More…

How to create a simple form using Gravity Forms

Step 1: Create the Form Settings

  • Go to Forms > New Form
  • Click Edit in the Form Settings box.
  • Enter a Title for the form. You can use a title that tells you which form it is. It need not be displayed.
  • Enter something in the description box if you want an introduction to your form. Or leave it blank if you don’t.
  • In the right hand column, choose elements from the 4 “Fields” boxes to use in your form. These will be added top to bottom in the order you select them. E.g. Select Name, Email, Phone, Drop Down, etc.
  • Each element will appear in the left hand column. Click on the Edit link to expand the element to show additional settings, such as “Required”. What appears depends on which element you’re editing.
  • Click on Update Form to save your work. Don’t wait until the end…

Step 2: Create the Notifications Settings

  • Click the Notifications link at the top of the window.
  • Fill in the form with Send To Email, From Name, From Email, etc. Use the circled ? for help with what each means.
  • You can probably leave the default Subject and Message boxes if they seem right. If not, use the “Merge Tags” to include the information from the visitor’s form submission.
  • You can optionally send an email confirmation to the person who submitted the form, assuming you asked for their email address. Click on Enable email notification to users.
  • Fill in the rest of the form that appears. This part of the form is similar to what you did above to specify the email that goes to you.
  • Be sure to Save Settings before you leave the page.

Step 3: Decide how you want to respond to the visitor after submitting the form

  • Go back to Form Settings
  • Edit the Form Settings box at the top.
  • Select the Confirmation tab
  • You have the following choices (I recommend always using the Page option)
    • Text: Just replace the form with a short “thank you text”
    • Page: Select a “thank you” page. The visitor will be sent to that page. You need to create this page, of course, before you can select it here.
    • Redirect: Enter any old URL. The visitor will be sent to that URL. You could use this to send them somewhere off site. I don’t know why, though.
  • Be sure to Update Form.

Step 4: Place the form on some page or post

  • Edit (or create) the Page or Post or Widget Content to hold your form.
  • In the editor, notice an icon above the Visual toolbar next to Upload/Insert. Hover over the icons to identify the Add Gravity Form icon. Click it.
  • A lightbox will appear. You can select your form from the drop down menu. Choose to display your title or not, your description or not, and whether or not to enable Ajax.
  • Hit “Insert Form” and you will see a “short code” that indicates to WordPress to display your form.
  • Save the entry by hitting Publish or Update

Step 5: Test the form

  • Go to the Page, Post, or Widget that contains your form.
  • Fill in the form with sample data, and hit Submit.
  • These things will happen:
    • WordPress will send email as indicated in the “Notifications” settings you did in Step 2.
    • You should be taken to the “Thank you” page you specified in Step 3. (Unless you chose Text, in which case the current page changes to display that text.)
    • The submission will also appear in the WordPress admin back end. Go to your form, and click on the Entries link to the right of  Notifications. You should see some of the field you submitted.

Step 6: Fix any problems you found in Step 5 by going back to some previous step and re-doing something.

Create An Accordion (spoiler)

This tutorial covers the Shortcodes Ultimate plugin. First, examine part of a post where you might want the accordion effect to happen. In this example, we’ll put the accordion effect on the following section.

<h3>Open/Close Accordion</h3>
This text will appear or disappear when the user clicks on the title for this section.

You need to do two things to create this effect: define what the user will click on to open and close a section and define what should appear or disappear when the user clicks that.

Define A Clickable Area That Opens And Closes

You’ll need to wrap an opening spoiler shortcode around whatever part of the post you want the user to click on in order to open or close the accordion. For example, if you wanted the user to be able to click on “Open/Close Accordion”, you’d wrap the title of that section like so.
[gn_spoiler title="
<h6>Social/online writer and producer</h6>
" open="0" style="1"]

Make sure you pay attention to the placement of the quotes after “title”. This spoiler shortcode uses three options, “title”, “open”, and “style”. Below, is a description of what each option does and the different values it can accept.

title="Section Title" // What the user can click on.

open="0" // Accordion closed by default.
open="1" // Accordion opened by default.

style="1" // Display the accordion with style 1.
style="2" // Display the accordion with style 2.

Define The Hideable Body Of Text

Everything below where you defined the title of the accordion section will be included in that section. Unless you want the whole page to be one, giant accordion piece, you’ll need to add a closing spoiler shortcode to denote where the accordion effect should stop.

...
This text will appear or disappear when the user clicks on the title for this section.[/gn_spoiler]

Define The Hideable Body Of Text

The basic pattern for creating an accordion section is: wrap a title in a spoiler tag and put a closing spoiler tag after the last paragraph you want to include. The following excerpt is how typical usage of the spoiler shortcode should look like. You can repeat this as many times as you want in a single post.
[gn_spoiler title="
<h6>Open/Close Accordion</h6>
" open="0" style="1"]

This text will appear or disappear when the user clicks on the title for this section.
[/gn_spoiler]

Howto – Upgrade all sites to a new version of WordPress

This how to was updated in December 2103. New info associated with WordPress 3.8 and iThemes Sync.

Starting with WordPress 3.7, minor updates (e.g. from 3.7.1 to 3.7.2) are by default handled automatically. We can change that to not happen automatically via a code change to your site. We recommend, however, that you leave the default and have those handled automatically.

Major updates (e.g. 3.7 to 3.8) still require manual intervention. You have to do something to initiate the update.

iThemes has a new plugin + service called Sync. It enables updating many WordPress sites (the core WordPress, themes, and plugins) from one location. Since XWS has a multi-site license, we can use Sync to update our own sites and our customer sites quickly.

To help with updating, we have a page that contains a table listing the sites that we manage. List of WordPress sites managed by XWS. The table on that page is managed in a TablePress table.

Do all of the sites with Update Sort = 1 first. Wait a few days and get confirmation from customer, or Denny, to proceed with Update Sort = 2 sites. Ask Denny if we should do any Update Sort > 2 sites.

Update using WordPress

Do all of the following steps for each site.

  1. Confirm BackupBuddy
    Go to the Plugins pane. Ensure that BackupBuddy is installed, active, and licensed.
    If not installed, install and configure it. See “Howto install BackupBuddy”. {We might have to create this HowTo.}
    If it’s not activated, activate it.
    If it’s not licensed, license it. See “Howto license iThemes plugins“.
  2. Do a Full Backup
    Go to BackupBuddy > Backup. Click on Complete Backup.
    When that’s done, return to Backup page and add a Note indicating the reason for the full backup. Usually “Prior to update to wp x.y.z”.
  3. Delete old backups
    Delete any full backups with the note saying “Prior to update …” to a previous version.
    Delete any db backup older than about 6 weeks.
  4. Update WordPress
    Go to Dashboard > Updates. Click on the “Update Now” button.
  5. Update Plugins
    Go back to Dashboard > Updates if there are plugins to update.
    Select the plugins you wish to update. Usually the Select All button is what you want. Sometimes, you might want to uncheck some plugins that should NOT be updated. See especially Shortcode Ultimate. The V3->V4 upgrade was not backward compatible.
  6. Update Themes
    Go back to Dashboard > Updates if there are themes to update.
  7. Recheck
    Go back to Dashboard > Updates. Everything should be up to date now. If not, continue to update.
  8. Test the site
    Go to the front page of the site. Browse the site to 5 or 6 pages. Home page, one or two static pages, one or two single posts, one or two categories, and do a search. If all seems right, you’re done.

Update using iThemes Sync

iThemes Sync makes it a bit simpler to update a bunch of sites at once.

To use Sync, go to the Sync website. Log in using the iThemes credentials. You can replace steps 4 through 7 in the above list with the following.

  1. Open the details of a site by clicking on the site name or on the down arrow button. This shows you what components of the site need to be Synced.
  2. Hover over the gear icon to see a popup list of commands. Select “Update All” to update all of the components at once. If you don’t want to update all of them, you must update each component separately.

Don’t forget to do step 8: Test the site.

An iThemes product must be licensed in order to be updated via Sync. If you’re not seeing a product in the Sync screen, make sure it is licensed.

Create A Shortcodes Ultimate Carousel (jcarousel)

To start, take a look at the example shortcode below for the jcarousel.
gn_jcarousel source="post" limit="3" items="1" size="1013x269" link="none"

This code says that the carousel should grab the images that are attached to the post that the code is on, only use the first three attached images, only show one image at a time, make the size of the carousel 1013 pixels wide by 269 pixels tall, and don’t link to the image file.

Adding Images To The Carousel

You can tell the carousel which images you want to use by attaching images to a post. One way you can attach an image to a post is to press the “Add Media” button in the post editor. Upload the images you want, but don’t press “Insert into page”. Instead, close Insert Media by pressing the “x” in the upper right corner of the window, or lightbox. Another way you can attach images to a post is to click on “Media” in the left sidebar, search for the image you want, and look in the “Uploaded to” column, click “Attach”, and then select the page or post you want to attach the image to in the lightbox that pops up. If the image you want is already attached to another post, then see below.

The source option can be set three different ways.
source="post" // Use images from the post this code is on.
source="post=123" // Use images from the post with the id 123.
source="cat=123" // Use images from the category with the id 123.

Which ever way the source option is set, the images will appear in the order in which they were uploaded. It’s important to upload images in the order you want them to appear in the carousel. If you later decide that you want to rearrange the order of the images, you’ll have to delete them from the Media Library and reupload the images in the new order you want.

Specifying The Total Number Of Images To Use

Although jcarousel will load all of the images attached to a post by default, you can tell the carousel to only load a few with the limit option.

limit="5" // Only load the first 5 images attached to a post.

Choosing How Many Images Are Visible At Once

More than one image can be shown at a time, horizontally only. For example, if you have two images that are each 100px wide and the carousel is 200px wide, then you can show two images at once. If the width of the number of images you want to show is bigger than the width of the carousel, then carousel will become wider automatically. However, it might not look well, in which case, you’ll probably need to set this to a lower number.

items="1" // Show 1 image.
items="5" // Show 5 images. Check if the carousel displays right!

Setting The Size Of The Carousel

The size of the carousel can be set with the size option. The first number sets the width; the second number sets the height. Both width and height are in pixels.

size="32x64" // Set the size to 32 pixels wide and 64 pixels tall.

Customizing Image Links

Since each image in the carousel is also a link, when a user clicks on an image, the link can point to a few different things.

link="none" // Refreshes the current page.
link="image" // Direct link to the image file.
link="permalink" // Links to an information page about the image.
link="caption" // Links to the URL found in the image's caption.

In order to use the caption option, make sure you put a URL in the “Caption” box when you upload an image. If the caption option is used and no URL is found in an image’s caption, then the page will just refresh.

Specifying The Transition Speed

The speed of the transition between images can be set with the speed option. This option affects the time spent changing the images—not how long each image is displayed. This option lets you set the number of milliseconds you want the transition to last. There are 1000 milliseconds in 1 second.

speed="500" // Transition takes half a second to complete.
speed="1000" // Transition takes a whole second to complete.

Adding Space In Between Images

You can add some extra space in between images with the margin option. The number you enter is in pixels.

margin="64" // Put 64 pixels of empty space in between images.

All Together Now

You can combine all or only some of the options to create your customized carousel. At minimum, you should use the source, items, and size options in the jcarousel shortcode. The order you specify the options in doesn’t matter.

// Minimum options required for a functional carousel.
[gn_jcarousel size="828x220" source="post" items="1"]

// This shortcode is using all of the available options.
[gn_jcarousel source="post" limit="3" items="1" size="1013x269" link="none" speed="500" margin="256"]

How to change the name of a DisplayBuddy Carousel group

  • Go to DisplayBuddy > Carousel
  • Hover over the group whose name you want to change and click on “Edit Group”
  • Scroll down to Carousel Settings
  • The first setting is Group Title. Change the title in that box.
  • Be sure to Save Settings before you leave the page.

How to place a DisplayBuddy Carousel image group on a Page, Post, or Widget Content

  • Go to DisplayBuddy > Carousel. Copy the shortcode for the carousel that you want to place somewhere.
  • Get into the editor for the Page, Post, or Widget Content you want to modify.
  • Paste the shortcode you copied to where you want the Carousel to appear
  • Hit Publish or Update to save the new content.

How to create or edit a DisplayBuddy Carousel image group

  • Go to DisplayBuddy > Carousel
    This displays a list of carousel image groups.
  • Scroll to the bottom to create a new image group; enter a name for the new group, and click on +Add Group
  • or Hover over one of the existing group names and click on the Edit Group link when it appears.

Now you should be on the Carousel Group Settings page for the group you selected.

  • Select +Add Image to add another image to the group
    This will open a lightbox; you can upload an image from your workstation or select an image from the media library.
  • Select the checkbox next to an image and hit Remove to delete the image from this group. (It stays in the library.)

Note: All of the images must be the same size (width and height) or they might not display properly.

  • Scroll down and set additional settings to modify your carousel.
  • Hover over the circled ? marks to see help about each setting.
  • Be sure to hit Save Settings before you leave the page.