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A how-to guide for our Everyday Zen volunteers

First, thank you for your time and effort in support of Everyday Zen. We deeply appreciate you and all you do.

This page contains directions and screenshots for the most common actions we take on the site. If you have another website task you need help with, run into trouble or have any questions, please contact Laura Trippi or Cari Irwin.

Most Common Site Actions

1. Adding a teaching
2. Adding an event
3. Adding or removing a main image
4. Changing home page news

Creating a new teaching

Add a new teaching

In the left hand bar, go to Teachings > Add New

Homepage teachings list

Featured teachings

All teachings

Add your content and select the appropriate metadata

Type in the short description associated with the teaching. Then, use the boxes on the side to check or add any associated metadata. You do not need to select something on every metadata type, but please be sure to select the media type, add a teaching date, add or select the speaker (by), then select the topic and whether it's included in the associated study guide.

Upload the media file

Drag and drop your audio or video file anywhere in the media library to load it. This can take a few minutes, uploading is slower than downloading. WordPress will automatically offload this file to Amazon S3 and update your link, so you do not need to do anything else to properly load the file. Please make sure the file is less than 128mb.

Copy the URL and insert the file into your post

Copy the file URL to your clipboard, then click the button "Insert into Post" in the bottom right corner.

Alternative option: Insert the media from an existing URL

If your media is already loaded on S3 and you have the URL, you may insert from a URL instead. Copy the file URL to your clipboard, then click the button "Insert into Post" in the bottom right corner.

Paste the URL link into the podcast field

Paste the link into the podcast field and click "Verify." The field should turn green. If it doesn't, there may be an "illegal" item in the link name, like a space.

You’re done!

The upload and teaching is now complete! You can view it live and it should match the image shown here of the live test teaching.

Editing an existing teaching

Adding a new event

Option A: Add a new event

Adding a new event is far more time-consuming than duplicating and editing an existing event (see Option B below, recommended), but sometimes it’s necessary if it’s a new type or category of event. There are instructions below for both approaches.

Add a new event

Log in and go to "Events" in the left hand black bar. Click "Add New."

Add event info

Add a title and the event description. Make sure to check both the "parent," or high-level category, as well as the subcategory on the right side in the checkboxes. You do not need to add the date, time or Zoom link in this section (see where to add this below).

Add event buttons

The events now contain three buttons: a donation button, a subcategory link and a parent category link. Start by clicking "Nectar Shortcodes."

Add the donation button

1. Use the dropdown to select "Button"
2. Click "Medium" for the size
3. Enter the correct Kindful link for this event category (see list of links below)
4. Enter the button text: "Donate today"
5. Click "Open link in new tab"
6. Click "Add shortcode"
This will add some html code to your page. It will look like gibberish but will look great on the live page!

Add the subcategory button

1. After your first shortcode, press space 5 times.
2. Then click "Nectar shortcodes" again, and add another button.
3. This link will use /events/category/ and then what is called a "category slug" to create a page of all events in that subcategory. There is a list of the subcategories below. In this case, the subcategory is "Online offerings," so the correct link is /events/category/online-offerings
4. Do not click "Open in a new tab" as this directs you to a page on this site
5. Click "Add shortcode"

Add the parent category button

1. After your second shortcode, press space 5 times.
2. Then click "Nectar shortcodes" again, and add another button.
3. This link will use /events/category/ and then the parent category slug to create a page of all events in that subcategory. There is a list of the categories and their slugs below. In this case, the category is "Core Practice & Study Events" so the correct link is /events/category/practice-study-events.
4. Do not click "Open in a new tab"
5. Click "Add shortcode"

Set the time and date

Click to use the date picker to set the beginning and end date and time of the event.

Set as a recurring event

If this is a recurring event, click "Schedule multiple events."

Recurring events settings

You may set this event to recur on a regular daily or weekly schedule, or on specific dates using the "Add more events" or "Add exclusions" functions.

Set a location

If this event will be taking place in person, you may select from a list of locations or add a new one. You may choose to include a map and link of the location.

Select an organizer

You can select an existing organizer or create a new one. This should use the contact email for this event.

Make this a virtual or hybrid event

If the event is virtual or hybrid (both in-person and online), make that selection here. You have several options for your Zoom link:
1. You may enter a Zoom link if one exists and is meant to be public
2. You can create a Zoom here using the Everyday Zen account
3. You can leave this blank and only include the Zoom link in emails to attendees

If your event has another link, such as a bookstore that may be hosting an event for Norman, you may enter that under "Event website."

Create a registration option

If you would like attendees to register for your event, you may configure that here (see more on managing registered attendees below). Alternatively, click "Disable registration" if it is not required.

Add the category image

Click "Featured image" in the bottom right of the screen. You can search for the category image by scrolling down to find the correct image, or by entering a word in the category (i.e. online for online offerings). Click "Set image."

Option B: Duplicate and edit an existing event
Option B: Duplicate an existing event

Duplicating an existing event is easier than creating a new one since you have a template to start with. Log in and go to Events in the left hand black bar. Select an event in the same category as the one you'll be posting. For example, if you are going to post the all-day sit for February, it's easier to clone January's all day sit and edit from there.

Edit the draft

You will now see a duplicate event labeled "draft." Click "edit" to open.

Edit the content and date

Edit your event as needed. Be sure to change the title, any details, and the date of the event. Hit "Publish" to save your changes and push the event live.

Event category “slugs”

Zen Training: zen-training

— Becoming a Student of Everyday Zen: becoming-a-student-of-everyday-zen

Core Practice & Study Events: practice-study-events

— Bay Area All Day Sittings: bay-area-all-day-sittings
— Bay Area Dharma Seminar: dharma-seminar
— Bay Area Practice Period: bay-area-practice-period
— Online Offerings: online-offerings
— Precepts Classes & Related Ceremonies: precepts-classes-ceremonies
— Sesshins: sesshins

Top-level: Other Everyday Zen Offerings: edz-extended-community-events

— Norman’s Books and Writing: normans-books-and-writing
— Other Zen Events: other-zen-events
— Everyday Zen Dialogs: everyday-zen-dialogs

Top-level: Partner Programs: partner-programs

— Company Time: company-time
— Jewish Meditation: jewish-meditation
— Wildland Firefighters Meditation and Mindfulness Retreats: wildland-firefighters-meditation-and-mindfulness-retreats
— Working To Resolve Conflict: working-to-resolve-conflict