Login and create a new Post

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  1. Login to P4
  2. Select New Post
    • Top nav: + New > Post
      OR
    • Left nav: Posts > Add New

Document Options

On the right part of the screen, there is a box with 2 sections: Document and Block. Click on the Document one and you will be able to see and customize the following options:

When selecting Block you will be able to customize options related to a specific block from the page – either a simple paragraph or a P4 block or a Gutenberg block.


Status and visibility

Schedule

You can either publish your post immediately or schedule it for future.

If you want to Schedule a post to Publish on a future date/time, click on Edit next to  “Immediately” next to the Publish button and select the date and time, then click OK. (Note: By default, all new P4 instances has its timezone set to UTC. You should check with your local Admin for the timezone setting for your local domain.)

The Publish button will change to Schedule. Click on Schedule to confirm your future publish date/time.

If you want to Publish a post earlier than it has been scheduled, click on Edit near the Scheduled for: and set it to publish at the current date/time bearing in mind the system is set to UTC.

Then click the button Update and the Scheduled will change to Published near the calendar.

Visibility

Public

The default state for Post (and Page) visibility is Public. Public visibility means that the content will be visible to the outside world as soon as it is published.

By clicking on the edit link next to Visibility: Public in the Publish options, you can choose from an expanded selection of visibility options.

The options are:

Password Protected Content

Password Protected content is not immediately visible to the outside world. Instead, visitors will see a prompt similar to this:

Private

Private content is published only for your eyes, or the eyes of only those with the appropriate authorisation permission levels (Author, Editor or Administrator) to see private content. Normal users and visitors will not be aware of private content. It will not appear in the content blocks. If a visitor were to guess the URL for your private post, they would still not be able to see your content. You will only see the private content when you are logged into P4.

Once you change the visibility to private, the post or page status changes to “Privately Published”. Private posts are automatically published but not visible to anyone but those with the appropriate permission levels (Author, Editor or Administrator).

If your site has multiple editors or administrators, they will be able to see your protected and private posts in the Edit screen. They do not need the password to be able to see your protected posts. They can see the private posts in the Edit Posts/Pages list, and are able to modify them, or even make them public. Consider these consequences before making such posts in such a multiple-user environment.


Permalink/ Title

The Title on Posts should be full width regardless if there is a card or not.

Once you save the post as a draft or publish it, the option to edit the permalink will also appear on the right, under Document -> Permalink.


Categories & # Tags

Select at least ONE Issue Category (e.g. Nature, Energy and/or People – more details here). Once live, the Category will link to an ISSUE page. 

How to create Issue pages

The P4 “Breadcrumb”, using POST-TYPE, Categories / Issues and #Tags

#Tags

Start typing the name of the Tag, or click on Choose from the most used tags to select from the available list. While entries can have multiple tags do limit tagging to less than a few: try to keep it at 1 Tag for every 1 Issue Category (more details can be found here).

Should a Tag have 20 characters or more the font size will resize to fit screens in the responsive version.

Note: only an Admin can create new tags. If you are posting as an Admin be careful not accidentally create incomplete or misspelled tags here. How to create Tag pages


Post types (Story, PR, Publication)

The Editor will select the Page Type (Story/PR/Pub, etc) from the drop down menu. The Admin can select which Type will be the Default (e.g. Story) in case the Editor does not select one.

When a Post is assigned to a Page Type (Story, Press Release, Publication) the Page Type will be used in the permalink (more on URLs and Links)


Sharing buttons

Each post has a standard set of 4 sharing buttons, allowing users to share the post via email, Twitter, Facebook and WhatsApp

The title, description and image that will appear when the post is shared can be customised in the Open Graph/Social fields (below)


Open Graph/ Social Fields

Here you have the option to modify the title, description and image that would be shared on social media. Edit this section only if you want the details on social media to be different than the default content that would appear when sharing.


Featured Image (thumbnail)

Similar to the thumbnail photos on P3, Featured image should be used on ALL Posts.

Click on Add Media > Featured Image or select Set featured image in the Right Column. Either upload a new image, or select an existing one from the WP Media Library.

The following rules apply when the editor does not assign a thumbnail photo:


Excerpt

Excerpt of at least the first 30 words of the content is now automatically generated when creating a post. The caption will cut off at 30 words; the front-end will replace any content above with an elipsis ( . . . )

The editor should select the best quote in the PR for an excerpt.

For PRs, dateline should be edited to include the location part but not the date as date appears automatically when published. Edit dateline in Excerpt like this:
Batangas, Philippines, 21 February 2018 – Activists from…


Analytics & Tracking fields (DataLayer)

To track our posts the same way across P4 sites, some field need to be inserted completed. These values are pulled from the GP Global Project Standards (SSOT) table (Smartsheet) to feed in the “Campaign information (dataLayer)” dropdowns.

KEY INFO – The “Analytics & Tracking” fields are recommended for posts but obligatory for P4 Campaigns (P4CG)

All DataLayer fields (Global and Local projects) are pulled out automatically from the Smartsheet

Discussion

You can edit the option to allow comments and to allow pingbacks & trackbacks, as in the image below.


Post Articles Element Fields

At the bottom of the page, you will find another section where you can edit the following fields:

Author Override

The Author field is automatically populated with the Username of the Post Producer (you). If you are posting for someone else and they have a User Profile change it to their name in the Author dropdown. If they do not have a User Profile use the Author Override field. Use the Author’s full name only — no job titles here.

  • KEY INFO >> Only names in the Author dropdown will generate Author Profile Pages. If you attributed a Post to an author using the Author Override field their name will not be enabled on the front end and they will not have an Author Profile Page

Take action Page Selector

It’s recommended to use this field for Stories and Publications only.

From the drop down menu choose the related Take Action page, if one exists.


Content/ Body

Copy – paste content from Docs, Word or email, etc. into the Visual mode of the body and it will keep all your hyperlinked URLs. If there is no need to keep the formatting, then click on Paste as Text button or paste your copy into any Text Editor, then paste into the content/ body field.

To open hyperlinked URL in a new tab, select the content, click on Insert/edit link from the WYSIWYG menu, paste the URL in the box that appears, click on the little arrown on the right corner of the box and a new window will open.

In the new opened window, click on Open link in a new tab and then on Apply or simply click anywhere outside the block.


Single images / photos

click the Add Media button, then Upload Files -> Drop files OR Select Files. 

If the photo was imported via the GPI Media Library (Image Archive) plugin, the image meta data will be automatically populated; such as description, alt text and photo credit. This content will appear automatically on the front end of the site when the image is used.

Be sure to check/edit the following fields:

You should never alter or delete any credit line as provided by the Greenpeace Media Library (this includes adding “Greenpeace” where omitted, or changing the order of attribution).

These are the fields in Edit Mode:


And here’s an image in the live site:

When no caption is present there is no blue caption field present.

On mobile devices, on embedded images the caption will appear below the image, not over it.

Image Gallery

Add Media > Create Gallery > Choose Images > click Create New Gallery

It’s easiest if you upload all of your images first then go to your Post and create the gallery.

To Edit a Gallery:

To Edit a Gallery Caption:

IMAGE TIPS:
  • Images should have a minimum width of 1140px. (Download Medium Res from Greenpeace Photo Library, do not use images with burned in credit lines or watermarks).
  • For more details about images sizes, go here
  • If the image looks too small, click on it > select the edit mode (the pencil icon) > Select Full size from the Display Settings

Videos

KEY INFO – embedded YouTube videos are by default in privacy-enhanced mode, to avoid 3rd party cookies fired by Google and protect our users’ privacy. 

 

To add a video from the GPI Media Library, copy the .mp4 URL

Click embed code under the video, then grab the .mp4 URL only.

 


PDF and other docs

 


Manage Posts in the back end

Once logged in, go to the left side navigation bar and select Posts -> Page Types. Click on the number under count corresponding to the category you are interested and it will take you to a new window with filtered results according to you selection.

 

 

As mentioned above, you can copy / duplicate posts from the backend / Admin dashboard:

 


Quick Edit a Post

Some information about a Post can be edited from the dashboard. To Quick Edit a Post, go to Posts > All posts. When the list of posts appears, hover over the post you want to edit and the option for Quick Edit will appear.

Quick Edit a post from the back end

 

Information such as the title, the slug/URL, publication date, author, categories, tags, post types and status can be edited with the Quick Edit option. When finished editing, click Update. 

Quick editing a Post in the back end

 


Comments

Comments are available in POSTS only, and anyone is able to post a comment (apart from spams or bots, of course).

When not logged in, users can comment anonymously using any name they prefer.

Whenever a comment is posted, a P4 Editor has to approve it in Dashboard > Comments, moderation settings will differ from office to office.

 

Managing a comment in Planet 4, either on an individual basis or bulk selecting multiple ones – GPI Development site

Enable comments for several posts

To enable comments section on posts pages for several posts (for eg, after the migration of content), the editor should follow the next steps:

  1. go to All posts
  2. select the posts that are needed, either choosing a specific author, category or tag, by clicking on the specific keyword, so all results are loaded
  3. select Bulk actions
  4. select all the filtered posts – by ticking the box before Title or by selecting each one of posts individually

  1. change the status to Edit and click Apply

  1. a new menu will open
  2. go to Comments and change status to Allow
  3. click Update

Now all the selected posts should have the comments sections enabled at the end of the posts.


Video tutorials

P4 Content Editor training I – Posts

 

Gutenberg intro


Links & resources