“Outreach WordPress Theme” Documentation by “Jake Caputo” v1.3


“Outreach WordPress Theme”

Created: 6/13/2012
Modified: 1/18/2013
By: Jake Caputo
Support: http://support.designcrumbs.com

Thank you for purchasing my theme. If you have any questions that are beyond the scope of this help file, please feel free to open a thread at http://support.designcrumbs.com. Thanks so much!


Please remember to rate my theme! To do so, go to your downloads page and click on the star rating! Thanks! See This Image.
This theme requires the Options Framework plugin to function properly.
Before contacting me for support, please ensure you have this plugin installed and activated.
This theme is styled for both the free and Premium versions of the WP Email Capture plugin.

Table of Contents

  1. Disclaimer
  2. Outreach Installation
  3. Theme Options Setup
  4. Posts
  5. Slides
  6. Widgets
  7. Menus

A) Disclaimer - top

I offer limited support for my customers. I only provide support for my themes and their core features and functionality. I cannot guarantee my themes will function with all third party components, plugins, web browsers, and server environments. If you plan on adding numerous plugins to this theme, please note I cannot facilitate support of any conflicts they might cause with the default Outreach functionality. The Outreach Wordpress theme is presented as is.

For any heavy customizations, please fill out the form at http://www.designcrumbs.com/theme-customization-request and I'll get back to you soon.

 


B) Outreach Installation - top

  1. You should have the latest version of Wordpress installed. This will ensure you're up to date, and will allow the theme to use all the features of WP3.
  2. First, you need to install the Options Framework for this theme to function properly. Go to Plugins -> Add New and search for "Options Framework" and install and activate it. We'll come back to the plugins section to install the optional plugins in a bit. For now, this is the only one you need.
  3. Upload the Outreach theme folder into your "themes" directory. You can either do this via FTP or via the Dashboard theme uploader with the included outreach-theme.zip. Once the theme is finished uploading, in your WP admin go to Appearance -> Themes. You should now see the Outreach theme available. Activate the theme.
  4. If you don't already have pages created, you should to do so now. Go to Pages -> Add New and create them.
  5. Page Template
  6. There is an optional Full Width Page Template for use on any of your pages. This simply removes the sidebar and spans the content across the page. If you'd like to use it, select it from the Template drop down menu on your Edit Page.
  7. IMPORTANT: This is actually optional, but it's an important optional. Now that your pages are made, you can set the home page and the blog page (if you want one). If you want your main page to be the blog, you can skip this step. Navigate to Settings -> Reading. The first item, "Front page displays" needs to be checked to "A static page". Make "Front page" whatever page you made to be your Home, and "Posts page" whatever page you set up to be your blog.
  8. Although you only need one plugin, there are a few others I recommend.
    • The Events Calendar by Modern Tribe - This plugin creates an event calendar, as seen in the demo. There is also a paid version of this plugin that will work with the theme.
    • WP Email Capture by Rhys Wynne - This is the email capture that is used in the header opposite the logo. You can then export the emails as a .csv to import to the mailing system of your choice.
    • Contact Form 7 and Really Simple CAPTCHA by Takayuki Miyoshi
    • Simple Twitter Widget by Matthias Siegel
    Obviously, don't bother with these if you don't want them. Go to Plugins -> Add New to search for, install, and activate any you would like to use.
  9. The Events Calendar creates an Events post type to make events and post them on your site. There is detailed help here: http://tri.be/support/, but the plugin is pretty straightforward.
  10. WP Email Capture creates a settings page you'll need to set up under Settings -> WP Email Capture. Fill in everything there, and then under Appearance -> Widgets you can drag the WP Email Capture widget to the Header area.
  11. Configure the Contact Form 7 plugin (if you installed it) by going to the Contact tab on the bottom of the left menu. Enter your contact information in the bottom left window where it says To:. When you're finished setting up your contact form, save it and copy the text under the area where it says "Copy this code and paste it into your post, page or text widget content." You can then paste that into your contact page. For further customization of this plugin, please see the plugin site, which is detailed in the Plugins page.
  12. Simple Twitter Widget is simply a widget, so under Appearance -> Widgets, drag it where you want it to be and follow the instructions in the widget to set it up.

C) Theme Options Setup - top

Theme options are crucial to the Outreach theme. You must go through the theme options setup before the theme will work properly.

  1. Go to Appearance -> Theme Options. All of the options have a description next to them and should be self explanatory. If not, refer back to this document.
  2. Click the Basic Settings tab. The first option is to enable Retina Display on your logo. Everything else in the theme is retina ready. For your logo to be Retina Display ready, it simply need to be displayed at half of it's size. So if you enable this option, your logo you upload needs to be twice the size that you want it to display at. Now, upload your logo, upload a Favicon if you have one (a Favicon is the little image that shows in your browser URL bar right next to the URL), and choose the site layout.

    Next you can select your Body style; Boxed or Full Width. Boxed has the site 'boxed' in with a background pattern around the edges (which you will set in a bit). Full width is more open and doesn't rely on graphics as much.

    Next is an option for a Sticky Header. Turning this on will keep the header on top of the screen at all times, except on tablets and mobile devices.

    Enter your analytics code if you have one, and you can check an option to give credit to the theme. You know, to pay it forward.

    Finally, you can opt in or out of PressTrends. PressTrends is a system I use that gives me a bit of data about how users are using my theme. No personal information is being transferred. I am told the average number of posts, average number of pages, average number of plugins, the top 5 used plugins, the theme version, the WP version, and the URLs themselves. The only actual information of your site that I'll know is your URL, everything else is are averages. Save All Changes.
  3. On to the Outreach tab. The first option is to enable the Donate Button in the menu. This is simply a link, you can put a link to any site you want (if you're using something like third party system for instance). The simplest option would be to use PayPal. There's a good write up at WordPress.com on how to get a donate link via PayPal. You can do that and paste it here.

    The Next field is for the text of the button. That's all.

    Next select the color of your donate button.

    The last option on this page is for the Donate Link Target. Select if you want it to open in a new window or the current one.
  4. Click the Home Page tab. Here, the first two options for the slider. You can select your transitions and how long each slide holds for. Setting this to 0 (zero) will not autoplay the slides.

    The next few options are for the video are on the home page. First select the type, if any, video you want to have. Then follow the instructions on screen to get the video link and insert it. After that you can fill in a title and a short description that will display next to the video.

    The last few options are to set which category of and how many recent posts you want to display on the home page. They display 3 wide, and the default is 3. You want to keep it in multiples of 3. Save All Changes.
  5. Click the Styles tab. First, choose your button colors (this does not affect the Donate Button or any widget buttons that you are able to select the color of). Next, you can choose your background pattern but note this only works with the Boxed Body Display Style you chose on the Basic Settings tab. Now you have the choice of a few heading fonts: Bitter, Droid Sans, Droid Serif, Franchise, Museo Slab, Nevis, or Rokkitt. Lastly, select your link color. Click on the color boxes and use the color tool to select your color. Save All Changes.
  6. The Social Networks tab is pretty straight forward. If you don't know what a site is, you likely don't have an account there. These icons show up towards the bottom of the footer. Save All Changes.

D) Slides - top

Slides work just like pages and posts. To add a new slide, go to Slides -> Add New.

Slides make use of featured images. You can upload an image and set it as the featured image. For retina display, you're going to want the image to be at least 1480px x 604px, which will be resized accordingly. If it's smaller, that's ok, it just won't look as crisp on Retina devices.


E) Widgets - top

Go to Appearance -> Widgets. Outreach has 6 widgetized areas. Overall Sidebar, Pages Sidebar, Blog Sidebar, and Top Sidebar all display in the main sidebar area. Footer displays on every page and post, and the Home Page Banner areas display on, obviously, the home page.

The Home Page Banner widgetized area is styled specifically for the WP Email Capture plugin widget (mentioned in section B7), but really, any widgets should work there all the same. The WP Email Capture will work along with any number of widgets, but I did some special styling for when a total of two widgets are displayed. I recommend the first being a simple Text Widget and the second to be WP Email Capture, as seen in the demo.

The Top Sidebar widget shows up everywhere except the home page. This is perfect for the WP Email Capture widget since you are likely using that in the Home Page Banner area, which only shows up on the home page.

The Home Page Banner and Footer widgetized areas are responsive. The widgets will resize depending on the number of them put in the footer. Feel free to use what you widgets you want, and as many as you want, in them.

There are four custom widgets included in this theme, the Testimonial widget, the Featured User widget, the Text with a Button widget, and the Slab Text widget; All of which are optional of course.

Page Template

Next find the widget named Slab Text and drag it to ANY of the widgetized areas except for the Header. This is a widget that will display a a block of text, styling it into a neat poster type display. The widget will give you options for 5 lines of text; fill them in and hit the Save button.

Find the widget named Testimonial and drag it to any Sidebars on the right (it is made to only work in the sidebars). The widget will expand and you can select a Title, Name, Company, a Link, and the actual Testimonial. This widget creates a "post it note" type area in your sidebar. Click Save and it's ready to go. Again, note that this widget will only work in the sidebar.

Next find the widget named Featured User and drag it to ANY of the widgetized areas except for the Header. This is a widget that will display a specified user's gravatar, display name, bio, and link to their author post archive. Go ahead and put in a title, select the featured user from the drop down list, and hit the Save button.

Now find the widget named Text with a Button and drag it to of the widgetized areas except for the Header. This is a widget that will display a small amount of text along with a button. You'll be given the options for a Message, the button link, the button text, and the button color. These are perfect the Home Page Banner area to call attention to them and push users to other areas of the site. Fill in your info and hit the Save button.


Outreach takes advantage of WordPress Custom Menus. Menus can be found under Appearance -> Menus.

  1. You'll need to create at least two Menus. One for the header and one for the footer..
  2. Start with the header menu. Name this menu Header.
  3. Now, on the left hand side, select the pages you would like to have added to the menu. You can then click "Add to Menu" and they will show up on the right side of the page. You can drag the pages around to arrange them the way you'd like. Outreach supports unlimited levels of links in the Header Menu. So if you want to have children pages, simply pull a page underneath another and you'll see it 'kick out' to the right a little bit. That will make it a child and it will be in a drop down menu on the front end of the theme.
  4. Save the menu when you're finished.
  5. Repeat the steps above to create the Footer Menu.
  6. After your menu(s) are created, you must assign them. On the top left of the page there are two drop down boxes. Assign the Header menu to Header Menu and the the Footer menu to Footer Menu.

Thank you again for purchasing this theme. If you have any problems, questions, or require some custom work please don't hesitate to contact me and I'll do my best to assist you.

Jake Caputo

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