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Conference WordPress Documentation

Version: 1.1.8Date of Publication: October 31, 2014View Changelog for this theme
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Introduction

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Thank you!

We would like to take this opportunity to thank you for your purchase. This instruction manual was created to help walk you through the setup process of the theme. Before we get started, let’s go over a few things.

Should you have any questions or concerns please remember that customization to the theme does not fall under free support and is your responsibility. If you wish to customize this theme, we recommend that you use the child theme starter package (included) to prevent you from missing out on any updates to this theme in the future.

If you have any questions, please post a comment on the item page at CreativeMarket.

Getting Started

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Your theme has been developed using the latest version of WordPress (which at the time of this publication is 4.0). If you do not have the latest version of WordPress, we recommend you upgrade your site to ensure you experience the theme’s full capabilities. To get the latest version, please click this link, or if you already have a WordPress site, you can check for updates and install updates by logging into your WordPress site then go to Dashboard > Updates and follow the on screen instructions.

If you would like to get your site setup to look exactly like our demo, you will need to follow these steps in order, for the purpose of this documentation we will assume you have already set up your WordPress hosting, domain and site:

  • Install and activate the theme
  • Install and activate the recommended plugins
  • Set the WordPress settings for media and permalinks
  • Import the demo content (file included) and the widget settings (file also included)
  • Review the theme and plugin settings and set to your desired needs

We will of course, be going through each step in detail to help walk you through the process.

You, of course, do not have to import the XML. If you want to skip this step, please feel free, but keep scrolling so we can explain the theme options, widgets, page templates and other WordPress important information about this theme.

Installing the theme

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Unzip your download. Inside the folder you will see a number of other files such as: conference-wp, conference-wp.zip, conference-wp-child, conference-wp-child.zip, Help File, Photoshop & Image Files.zip, widgets-import.wie

To do this:

  1. Navigate to Settings > Media. We have the ‘Thumbnail size’ set to 300 width and 300 height and the ‘Crop thumbnail to exact dimensions’ box ticked, but this is totally up to you and what works for your site. Just keep in mind, when you do the XML import later, your image sizes may not look exactly like what we have on the live preview. Should you want to go back and change your thumbnail sizes to something different at a later time, it is totally doable, but once you do the import and/or start uploading images, WordPress will create them at this size and if you change this size, you would need the assistance of a plugin to resize the image to the newer sizes. You can get a plugin like Regenerate Thumbnails to help you do this.
  2. Navigate to Settings > Permalinks. We have the permalinks set to ‘Post name’, but this step would be what ever makes sense to you and your business to help boost your SEO. Just remember, if you leave the permalinks to ‘Default’ your url structures will look something like this: http://mythemepreviews.com/conference/?p=123, which will not help your SEO. Here is the official Wikipedia definition of SEO.
  3. Navigate to Appearance > Widgets. You will need to ‘remove’ or ‘delete’ each widget that WordPress installed for you on activation (under ‘Primary Sidebar’). We will be explaining to you later in this document where each widget goes.
  4. Navigate to Pages. You can delete the ‘Sample Page’ that WordPress created for you on activation and then click ‘Trash’ to empty this page from your trash. The XML will be creating pages for you with content and images included.
  5. Navigate to Posts. You can delete the ‘Hello World’ post that WordPress created for you on activation and then click ‘Trash’ to empty this post from your trash. The XML will be creating posts for you with content and images included.
  6. Navigate to Appearance > Themes. Click ‘Add New’. Click ‘Upload Theme’. Click ‘Browse’, just browse your computer and select the conference-wp.zip, then select ‘Install Now’. Once the theme is uploaded, click ‘Activate’.

Your theme is now installed and activated. If you wish to customize the theme, you would simply repeat step 6, but select the conference-wp-child.zip to upload, install and activate. If you wish to learn more about child themes, follow this link. Next up, we’re going to install some plugins.

Installing the plugins

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With this theme we use a total of 6 plugins. You, of course, do not have to use all of these plugins, or even these specific plugins. But please remember, the plugins we are recommending are on our live demo and have already been tested and styled for.

Please note that plugins are created by many users, many for free, from all corners of the world, not all plugins play nicely together and it will be up to you to make sure the plugins you have activated are compatible with each other – this is not a limitation of the theme in any way — it’s just if the plugin author created the code cleanly and using WordPress guidelines.

All plugins with the exception of cr3ativ short codes plugin, can be added by navigating to Plugins > Add New and in the search box, type the name of the plugin we have listed here and then click ‘Install Now’. WordPress will ask you to confirm you want to install this plugin. After selecting ‘Ok’ to install, when the installation is complete, WordPress will ask you if you want to ‘Activate’ this plugin. However, for your convenience, we list these plugins so that they link to their official download page.

  • Contact Form 7 — used to power the contact form. Once you activate this plugin, it will create a dummy form for you. You can Navigate to Contact and simply delete this form. We are going to import one for you in the next step.
  • Cr3ativ Conference — used to power the speakers and sessions. You do not need to upload the templates as per the plugin instructions, this theme has them built in.
  • Cr3ativ Sponsor — used to power the sponsors.
  • Cr3ativ Shortcodes — used to power all the short codes seen throughout the site.
  • Responsive Lightbox by dFactory — used to power the lightbox effect shown on galleries.
  • T(-) Countdown — used to power the countdown shown on the homepage. Search will be found for ‘jquery-t-countdown-widget’. When using the drag/drop widget, use the ‘carbonite-responsive’ as the style, that is the only skin we styled for in the theme.
  • Widget Importer & Exporter — used to quickly and easily import all widgets used in our demo

If you want your site to look exactly like our live demo, you must install and activate each one of these plugins listed or you will receive error messages when you try to import the XML as it will be trying to import content for a post type that does not exist.

Ok, now that our theme and plugins are installed, let’s go ahead and import that XML demo content.

Importing the XML

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Inside your download you will see a file called ‘wordpress_content.xml’. To import this you MUST follow these steps:

    1. Navigate to Tools > Import. From the list, you will need to click ‘WordPress’. If you have never used this site before, you will need to install and activate this WordPress plugin. Just follow the on screen instructions (‘Install Now’ as well as ‘Activate Plugin & Run Importer’) to get this plugin installed and activated.
    2. Click the ‘Browse’ button and select the ‘wordpress_content.xml’, when you have selected the file, click the ‘Upload file and import.
    3. The next screen is going to ask you who you want these posts, pages and images etc assigned to, select the user you created as your ‘Admin’ and then remember to make sure you click the box next to ‘Download and import file attachments’. If you do not tick this box, you will not receive the images.

If you receive any error messages, such as ‘Could not import…..post type does not exist’, this is because you are trying to import content from the XML that requires a plugin and you did not install and/or activate the plugin required. This doesn’t mean your site is broken, it just means that you chose not to install and/or active the recommended plugins from the above step.

Once you have done this step the first thing you need to do is go to Contact. Edit the forms that were imported and make sure you change the email address that you want the forms to point to:

Contact Form(s)

Now that we have the content, you should start to see things shaping up a bit more like our live preview with the exception of some widget areas, logo(s) etc. But we’re not finished yet — let’s go finish setting up your site.

Finishing the general setup

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There are some settings we didn’t cover in the above steps because we needed to import some content before these settings would start making sense. We’ll cover those steps now in list form, you ready? 🙂 (don’t forget to click ‘Save’ for each screen you make changes to)

      1. Navigate to Conference > Conference Options. Here you will need to set your permalink structure for your session single, session category and speaker single pages. We have you go to this first, because once you make a change here, you will need to go back to Settings > Permalinks and re-save your permalinks to let WordPress know you have a new item to consider with the permalinks. If you receive 404 Page Not Found errors, simply re-save your permalinks and this will correct your issue.
      2. Navigate to Settings > Responsive Lightbox. Here you can customize how you want your lightbox to look and perform. There are 2 tabs of settings to go through. How you set this plugin up is completely a choice of what looks good to you.
      3. Navigate to Settings > Permalinks. Re-save your permalink structure.
      4. Navigate to Settings > Reading. Here you can set your static ‘Home’ page and your ‘Blog’ page and how many posts WordPress should display before the next page pagination kicks in. Front page displays : either your latest posts (which is default for WordPress, or you can select ‘A static page’ and from the drop down select ‘Home’ for the Front page and ‘Blog’ for the Posts page. And your Blog pages show at most # (for our live demo we have 3 selected here).

The rest of the settings we’re going to go through (menus, widgets and theme options) will have their own dedicated section as shown in the sections below, so that we can provide more in depth details, screen shots and code snippets (when necessary).

We will be going over the page templates and what they are later in the documentation, should you choose to not go with the pages created for you but create your own.

Importing the widgets

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There is a handy-dandy plugin out there that can quickly import all widgets as we shown them in the live preview. If you have installed and activated the Widget Importer & Exporter, navigate to Tools > Widget Importer & Exporter. Click the ‘browse’ button and select the widgets-import.wie file included in your download. Once selected, just click the ‘Import Widgets’ button and everything we have in the live preview will now be populated to your site.

Don’t worry — we will be covering later what each widget area does and where it shows.

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We are going to show you how we created the menu(s) for our live preview.

This theme comes equipped with 2 registered menus: the desktop menu and the responsive menu. The responsive menu will kick into action when the screen size is 1024px or less. We created this separately to allow us to create a cleaner and neater menu for responsive devices and also allow you the freedom of changing your menu items based on the device that it is being viewed from.

You can add any items to your menu that you would like, you have the freedom to show what displays in each menu. For example, you may want to list the speakers separately. That’s cool, no worries. Simply drag/drop each speaker to your menu. But wait, you don’t see your ‘Speakers’ listed, no worries, that’s a WordPress default setting we can easily change. Navigate to Appearance > Menus. In the top right corner, you can see ‘Screen Options’, just click that and a pull down menu will slide into place.

Here you can select what items you can use with the WordPress drag/drop ‘Add to Menu’ option. Also, make sure the CSS Classes is ticked as well. This will be needed for the responsive menu set up.

To create the special register button shown in the demo you will need to add the class of ‘highlight’ to the item you wish to be special. This is placed in the CSS Classes option of a menu item when editing it. If you do not see CSS Classes then open the screen options and ensure CSS Classes is checked for it to appear.

Menu - Screen Options

To create the drop down effect for menus, you just need to use the ‘Links’ section loaded on the left. Click ‘Links’, in the URL field, you can either use a # sign, meaning you don’t want the menu item (when clicked) to actually go anywhere, you just want to create the drop down effect. Then you can give the ‘Navigation Label’ what ever text you want the user to see. Below is an example of how we have ours.

Menu - Primary

As you can see from the screen shot, we used the ‘Links’ to create a dummy drop down. We used the # sign for the URL field and the Navigation Label was ‘Schedule’. Then we clicked ‘Add to Menu’. From there, we used the drag/drop capability to add the Session Index Page, Session Category Page and the Session Speaker Page. The dummy page becomes the ‘Parent’ menu item and when we added the pages underneath, we did a slight drag over to the right until it was indented slightly.

We did a similar effect with the responsive menu, however, the top level item for the responsive menu MUST be the dummy # (Links) as we did above, but EVERY single menu item added must always be indented or the drop down responsive menu will not work properly. See the screen shot below.

Menu - Responsive

These menus were imported for your convenience, however, they will need to be ‘assigned’ to the correct location and any custom links we show will still point to our live demo. For example, the ‘Blog Author’ menu item has this link:

http://mythemepreviews.com/conference/author/co_admin1970/

The above text in italics is obviously our live preview prefix of the url, so you would want to change this to your site. The same goes for the bold text above, this is our live demo author name, you would want to change that to your author name (who you assigned the posts, pages and images to on the import step). Once you make those changes, you will want to remember to click ‘Save Menu’ for each the responsive and the desktop menus.

One final step for menus and then you can see them in action on your site. Click the ‘Manage Locations’ at the top of the window.

Menu - Assign Locations

You will need to assign the menus to their correct locations. The above screen shot shows you how we have ours set up. Just remember to ‘Save Changes’ when complete.

Using the theme options

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The theme on activation will automatically set the color pickers for you until you are ready to pick your colors, upload your logo and set up your home page settings.

Navigate to Appearance > Customize. Here you can upload your logo, set your copyright etc. By default, we have the theme using default colors and image backgrounds. You will be able to customize these once you navigate to Appearance > Customize.

WP Customizer

        1. Logo — click the drop down arrow under ‘Logo’, here you can upload the logo you choose. We’ve placed some example images that you can use, since the WordPress customizer will currently not let you choose from the Media Library. If you choose to not upload a logo, the theme will take what ever text you have under Settings > General > Site Title and display the text. Should you want to upload your logo, just click the drop down that says ‘No Image’ and either drag and drop your logo in the area provided or click the ‘Select a file’ and upload. The file will get attached to that particular area, but it will not be saved until you click the ‘Save & Publish’ button at the top of the pane.
        2. Favicon — as with above, just follow the same steps to upload a favicon, should you wish to display one.
        3. Paste analytics code — if you are wanting analytics reporting you would paste your entire script here to be applied to each page’s footer area in order to track your traffic.
        4. Copyright — enter your copyright information here. HTML is accepted here.
        5. Default top Image — this image will be displayed on every page that doesn’t have a featured image set (with the exception of the dynamic pages such as blog index, search results etc). By default, the theme has a fallback image to use if none is set located in the /img directory called inner-hero.jpg.
        6. Newsletter and Homepage Pattern — this pattern is used in the countdown section of the homepage and the footer newsletter sign up on every page (as shown in the live demo). As with the above, there is a fallback image used to repeat — located in the /img directory called dark_pattern.png.
        7. Footer Image Repeat — because we are using a default image for above, we’ve automatically set this to repeat. If you want to use a specific image, however, and do not want this to repeat, you will need to update this setting.
        8. Home Top Image, Home 2nd Image and Home 3rd Image — as with all the other images, we have a fallback for these images, you can see them on the homepage. You are certainly free to change them, but the /img directory has these images labeled – Home Top Image uses /img/home-hero.jpg. Home 2nd Image uses /img/venue-bground.jpg. Home 3rd image uses /img/hotel-bground.jpg.
        9. When, Where and Price — this is used purely for the homepage. List the date(s), the location and the price of the event/conference as you want it to appear on your homepage. We used January 11-12, 2015 — Tennessee, USA — $350 2 Day / $275 1 Day
        10. URL to register button under Home Section 2 Widget Area — this the url you want the user to click, maybe to a registration page? Or directly to your ticketing system to purchase tickets. The choice is yours.
        11. URL text – such as Register Online — this is the text that will appear on the button above.
        12. Color 1 — this color picker controls things like headings, regular links, input focus color on regular body, border color for inputs on focus, buttons used on the homepage for background colors, tooltip for speaker name hover on schedule area, background color for tag cloud buttons. We use #49596d as default.
        13. Color 2 — this color is used for navigation hover and active links, footer area colors, footer inputs. We use #ffffff as default.
        14. Color 3 — this color is used for certain links on hover and the highlight class in the menu we used for ‘Register’. We use #ff5d73 as default.
        15. Color 4 — this color is post format link content and links, the comment reply links, the post format quote title, the background color and border color of tables . We use #c4d1db as default.
        16. Color 5 — this color is used for footer wrapper list items and navigation regular state colors. We use #a2a6ac as default.
        17. Color 6 — this color is regular input color, body color, list item colors, input border colors and some of the custom theme short code text and border colors. We use #7995aa as default.
        18. Color 7 — this color is used for the header wrapper, the footer wrapper and some the of short code and WP player options. We use #383f49 as default.
        19. Color 8 — this color is used for the background color of the body and the countdown numbers shown on the homepage. We use #f6f9fb as default.

Once you have all your options created, just remember to click ‘Save & Publish’ to save all your changes.

Now you can see, if you followed all of the steps above, your site will look exactly like the demo.

Next we will be going over what each page template does, where each widget displays and how to use the post formats.

Page templates

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This theme has 6 page templates included. Below is a description of each page template.

Page Templates

Default Template

This is a right sidebar page and uses the widget area of ‘Page’. The content you entered here is the content that will be displayed.

If you set a featured image, it will display under the ‘title’ of the page. If you have not set a featured image, the image you uploaded (or the theme default image if you have not uploaded) from the WP Customize under the ‘Default Top Image’ will be used.

Cr3ativ-Conference

This page template was created specifically to loop through the ‘sessions’ you have created and display them for you. This page will display the page content you entered before looping through each session. As with the template above, if you’ve set a featured image, the image will be displayed under the ‘title’ of the page. And as with above, if you haven’t set a featured image the image you uploaded under the ‘Default Top Image’ (or the theme default image) will be displayed. This is a fullwidth page and does not have a widget area.

Cr3ativSpeaker

This page template was created specifically to loop through ‘speakers’ you have created and display them for you. This page will display the page content you entered before looping through each session. As with the template above, if you’ve set a featured image, the image will be displayed under the ‘title’ of the page. And as with above, if you haven’t set a featured image the image you uploaded under the ‘Default Top Image’ (or the theme default image) will be displayed. This is a fullwidth page and does not have a widget area.

Fullwidth-Page

This is a fullwidth page and does not have a widget area. The content you entered here is the content that will be displayed.

If you set a featured image, it will display under the ‘title’ of the page. If you have not set a featured image, the image you uploaded (or the theme default image if you have not uploaded) from the WP Customize under the ‘Default Top Image’ will be used.

Home

This page template was created specifically for your homepage. It does not use your content at all but rather uses the widgets ‘Home Section 1 – 7’. If you did the widget import above you will already see the widgets that we used in the demo. Below we’ve included screen shots to break down each widget area for the homepage.

Widgets

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We’ve already covered the Home widgets in the section above, as well as mentioned above — if you used the widget importer, these widget areas are already set up for you. Below are details of the rest of the widget areas.

Post Formats

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This theme supports Standard, Audio, Link, Gallery, Video and Quote post format.

This is how the blog index displays each one. The single blog pages will just display the content as your entered it. Each post-format has a specific icon that will be displayed.

Audio Post-Format

If you have created an audio post format and have inserted the WordPress audio playlist short code, the theme will extract this short code and display it above the title and meta information. If you are not using the playlist short code, the theme will check for a featured image and display it. You will need to use the ‘more’ tag that WordPress supplies to control the amount of text that is displayed before the read more link. Make sure if you are using the playlist short code, that the short code is displayed below the ‘more’ tag or you will have duplicate players showing.

Video Post-Format

If you have created a video post format and have inserted the WordPress video playlist short code, the theme will extract this short code and display it above the title and meta information. If you are not using the playlist short code, the theme will check for a featured image and display it. You will need to use the ‘more’ tag that WordPress supplies to control the amount of text that is displayed before the read more link. Make sure if you are using the playlist short code, that the short code is displayed below the ‘more’ tag or you will have duplicate players showing.

Gallery Post-Format

If you have created a gallery post format and have inserted the WordPress gallery short code, the theme will extract this short code and display it above the title and meta information. If you are not using the playlist short code, the theme will check for a featured image and display it. You will need to use the ‘more’ tag that WordPress supplies to control the amount of text that is displayed before the read more link. Make sure if you are using the gallery short code, that the short code is displayed below the ‘more’ tag or you will have duplicate galleries showing.

Link Post-Format

If you have created a link post format, the theme will use the title and display it boldly and then take the link you have entered in the content area and display it under the title.

Link Post Format

Quote Post-Format

If you have created a quote post format, the theme will use take the content and display it in a block quote format. The title of the post becomes the ‘quote author’ that will be displayed underneath.

Quote Post Format

Other notes

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Please read all the documentation and follow all steps before asking for support – I can assure you that this documentation should cover all aspects of this theme, it’s use and setup!

We supply support not because we have to, but because it’s the right thing to do. I only have a few rules – here they are:

Be polite

We love supporting our buyers but we are not open to demands, alterations to the theme, customizations etc.

It’s purely help on installing or if you’re not sure quite how to use a function of the theme.

Customization Work

We offer customizations at a price – contact us in the comment area of the item with your project scope and we will offer a price and timeline.

We don’t work for free sorry.

If you don’t have a budget then unfortunately it’s time to either start looking at tutorials, grabbing that handy brother-in-law that is a seasoned developer or borrowing money to get a professional to do your customization work.

We do not offer free advise, do the work for you or assist with ‘can you just show me how…” requests.
I hope you understand that the stock price a WordPress theme doesn’t include a developer at your disposal, but it does get you a rock solid awesome theme.

License

GPL 2.0

Thanks again, and I do hope you enjoy using the theme as much as we did creating it for you!

Jonathan & Barb