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WordPress as Custom CMS

  Jason Paul

  @iAmJasonPaul
About Jason Paul
 Designer/Partner at Trasaterrawith EwaOrzech in Dumbo.
   We focus on Branding, Design &Digital Strategy
   http://trasaterra.com

 Designing websites since 1998

 Sometimes blogger at http://jasonpaul.net

 Built first WordPress theme for a client in early 2010 (pre-3.0)

 Built a lot of sites on WordPress for clients since then
Why WordPress as Custom
CMS?
 It’s easy to use! (for content managers)

 Client’s have heard of it. Client’s want to use it.

 Designers/Developers can make it do a lot with low overhead costs.

 Has WordPress won the CMS “war”?

     Clients seeking to transition from other CMS platforms
       (Drupal, EE, Joomla)

     More and more functions and plugins available for WordPress
Custom WordPress:
Philosophy
   It’s all about the client experience on the dashboard
    (user experience – UX)
   Understand the client’s website needs
   Don’t assume just because WordPress is “easy” that out-of-the-box is right for your
    client
   Customize the dashboard to facilitate precise interactions for:
      E-commerce
      Portfolios
      Catalogs
      Case-Studies
      Galleries
      Multisites with Microsites
How We Create Sites that will run
on WordPress
 Wireframe

    http://www.balsamiq.com/

 Design (branding)

    http://trasaterra.com

 Develop (WordPress)

    Theme Framework

    Functions

    Plugins
Pick a Good Theme
Framework
   I prefer a framework with a good grid and as little stylistic design as possible.
   Always child theme!
   Theme frameworks I use and like:
      Twenty Ten – An oldie but a goodie. Very well documented. (Responsive
        Twenty Ten and Twenty Till Noon are great child themes to build responsive
        sites off of a Twenty Ten parent)
        http://wordpress.org/extend/themes/twentyten
      Yoko – A pretty good, free, responsive theme with 1140 grid
        http://wordpress.org/extend/themes/yoko
      Fluid by Themefit – a really great premium responsive framework
        http://themefit.com/responsive-wordpress-themes/
Functions: Custom Post
Types
 WordPress comes with two native post types: posts and pages

 Custom Post Types help organize the dashboard for your clients

 Examples of Custom Post Type tabs I create a lot:

    Products

    Work (or Portfolio)

    Case Studies

    Team
Functions: Taxonomies
 Categories and Tags are the native taxonomies that come with the
  native WP Post Type Posts
  (Categories are hierarchical and tags are non hierarchical – both useful for Custom Post
  types!)

 Example of how taxonomies could be used for custom post types
    Custom Post Type: Work
            • Taxonomies name for work = Filter (hierarchical)
            • Term names for Filter could be:
              Consumer, Healthcare, Commercial, Featured
            • (Term names operate just like category or tag names)
Plugins: Advanced Custom
Fields
 http://www.advancedcustomfields.com/
 My vote for WordPress MVP. If you’re serious about WordPress as a
  CMS for client work you need this plugin!
 Allows flexible design of dashboard custom fields
    You create an experience your client will use
 Replaces the need for many additional WordPressplugins such as
  sliders by allowing easier integration directly with jQueryplugins
 IMO you can’t really claim WordPress as a full CMS unless you are
  using a plugin like this
Plugins: Advanced Post Types
Order
 http://www.nsp-code.com/premium-plugins/wordpress-
  plugins/advanced-post-types-order/

 Intuitive drag and drop re-ordering of your Custom Post Type Posts
  and Taxonomies
Plugin: Previous and Next Post
in Same Taxonomy
 http://wordpress.org/extend/plugins/previous-and-next-post-in-same-
  taxonomy/

 Page click through to posts within taxonomies

 Once you start using Custom Post Types and Taxonomies in
  conjunction you are going to be glad Bill Erickson created this plugin
Plugin: Gravity Forms
 http://www.gravityforms.com/

 The best WordPress form creator for developers to create forms
Plugin: Cart66 (e-commerce)
 http://cart66.com/

 Doesn’t get in the way of your theme

 Comprehensive e-commerce dashboard

 Integrates with Gravity Forms (caveat: this integration may be too
   involved for some clients…leave it to the developer!)

 WordPress can be used for a great e-commerce site.

 (Developing E-commerce requires a lot of administrative work.
   Get ready to to put in a lot more time than you planned for)
Networks: Multisite
 Useful for spinning off microsites without involving the “main-site”

 Sometimes multisite is a better solution than Custom Post Types
   (I’ve learned the hard way)

 Creating microsites with Multisite can sometimes be easier

     It’s subtractive: just delete code that you don’t need

     It’s lightweight: just use posts, pages, categories and tags

     Multisites are disposable (which can take the pressure off!)
A Few Sites We Designed and
Developed on WordPress
 http://bfflco.com/
   Custom Post Types, Taxonomies, E-commerce, ACF
 http://www.artnews.com/
   Taxonomies, E-commerce, Multisite
 http://iondesign.com/
   Custom Post Types, Taxonomies, ACF
 http://colinpatrickinteriors.com/
   Custom Post Types, ACF
 http://phoebejonas.com/
   Custom Post Types, Taxonomies, ACF, E-commerce, Gravity Forms
Demo
That’s it for Now!
 Any questions?
Thank You for Your Time!
 Jason Paul

 Twitter: @iAmJasonPaul

 Design Studio: Trasaterra.com

 Blog: jasonpaul.net

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WordPress as Custom CMS

  • 1. WordPress as Custom CMS Jason Paul @iAmJasonPaul
  • 2. About Jason Paul  Designer/Partner at Trasaterrawith EwaOrzech in Dumbo. We focus on Branding, Design &Digital Strategy http://trasaterra.com  Designing websites since 1998  Sometimes blogger at http://jasonpaul.net  Built first WordPress theme for a client in early 2010 (pre-3.0)  Built a lot of sites on WordPress for clients since then
  • 3. Why WordPress as Custom CMS?  It’s easy to use! (for content managers)  Client’s have heard of it. Client’s want to use it.  Designers/Developers can make it do a lot with low overhead costs.  Has WordPress won the CMS “war”?  Clients seeking to transition from other CMS platforms (Drupal, EE, Joomla)  More and more functions and plugins available for WordPress
  • 4. Custom WordPress: Philosophy  It’s all about the client experience on the dashboard (user experience – UX)  Understand the client’s website needs  Don’t assume just because WordPress is “easy” that out-of-the-box is right for your client  Customize the dashboard to facilitate precise interactions for:  E-commerce  Portfolios  Catalogs  Case-Studies  Galleries  Multisites with Microsites
  • 5. How We Create Sites that will run on WordPress  Wireframe  http://www.balsamiq.com/  Design (branding)  http://trasaterra.com  Develop (WordPress)  Theme Framework  Functions  Plugins
  • 6. Pick a Good Theme Framework  I prefer a framework with a good grid and as little stylistic design as possible.  Always child theme!  Theme frameworks I use and like:  Twenty Ten – An oldie but a goodie. Very well documented. (Responsive Twenty Ten and Twenty Till Noon are great child themes to build responsive sites off of a Twenty Ten parent) http://wordpress.org/extend/themes/twentyten  Yoko – A pretty good, free, responsive theme with 1140 grid http://wordpress.org/extend/themes/yoko  Fluid by Themefit – a really great premium responsive framework http://themefit.com/responsive-wordpress-themes/
  • 7. Functions: Custom Post Types  WordPress comes with two native post types: posts and pages  Custom Post Types help organize the dashboard for your clients  Examples of Custom Post Type tabs I create a lot:  Products  Work (or Portfolio)  Case Studies  Team
  • 8. Functions: Taxonomies  Categories and Tags are the native taxonomies that come with the native WP Post Type Posts (Categories are hierarchical and tags are non hierarchical – both useful for Custom Post types!)  Example of how taxonomies could be used for custom post types  Custom Post Type: Work • Taxonomies name for work = Filter (hierarchical) • Term names for Filter could be: Consumer, Healthcare, Commercial, Featured • (Term names operate just like category or tag names)
  • 9. Plugins: Advanced Custom Fields  http://www.advancedcustomfields.com/  My vote for WordPress MVP. If you’re serious about WordPress as a CMS for client work you need this plugin!  Allows flexible design of dashboard custom fields  You create an experience your client will use  Replaces the need for many additional WordPressplugins such as sliders by allowing easier integration directly with jQueryplugins  IMO you can’t really claim WordPress as a full CMS unless you are using a plugin like this
  • 10. Plugins: Advanced Post Types Order  http://www.nsp-code.com/premium-plugins/wordpress- plugins/advanced-post-types-order/  Intuitive drag and drop re-ordering of your Custom Post Type Posts and Taxonomies
  • 11. Plugin: Previous and Next Post in Same Taxonomy  http://wordpress.org/extend/plugins/previous-and-next-post-in-same- taxonomy/  Page click through to posts within taxonomies  Once you start using Custom Post Types and Taxonomies in conjunction you are going to be glad Bill Erickson created this plugin
  • 12. Plugin: Gravity Forms  http://www.gravityforms.com/  The best WordPress form creator for developers to create forms
  • 13. Plugin: Cart66 (e-commerce)  http://cart66.com/  Doesn’t get in the way of your theme  Comprehensive e-commerce dashboard  Integrates with Gravity Forms (caveat: this integration may be too involved for some clients…leave it to the developer!)  WordPress can be used for a great e-commerce site.  (Developing E-commerce requires a lot of administrative work. Get ready to to put in a lot more time than you planned for)
  • 14. Networks: Multisite  Useful for spinning off microsites without involving the “main-site”  Sometimes multisite is a better solution than Custom Post Types (I’ve learned the hard way)  Creating microsites with Multisite can sometimes be easier  It’s subtractive: just delete code that you don’t need  It’s lightweight: just use posts, pages, categories and tags  Multisites are disposable (which can take the pressure off!)
  • 15. A Few Sites We Designed and Developed on WordPress  http://bfflco.com/ Custom Post Types, Taxonomies, E-commerce, ACF  http://www.artnews.com/ Taxonomies, E-commerce, Multisite  http://iondesign.com/ Custom Post Types, Taxonomies, ACF  http://colinpatrickinteriors.com/ Custom Post Types, ACF  http://phoebejonas.com/ Custom Post Types, Taxonomies, ACF, E-commerce, Gravity Forms
  • 16. Demo
  • 17. That’s it for Now!  Any questions?
  • 18. Thank You for Your Time!  Jason Paul  Twitter: @iAmJasonPaul  Design Studio: Trasaterra.com  Blog: jasonpaul.net