Using the Post Notes Feature

Using the Post Notes Feature

Summary

This SOP outlines how to utilize the Post Notes feature in our plugin, which allows users to add custom shortcodes for interactive content on their posts. It details the process of enabling the feature and demonstrates how to add fill-in-the-blank sections and notes areas for enhanced user engagement.

Overview

  1. Install the plugin on your WordPress site.
  2. Navigate to Settings and then select Post Notes.
  3. In the settings, review the available post types and select which types you'd like to enable the Post Notes feature for (e.g., Sermons).
  4. Click Save to apply your changes.
  5. Go to the post type you enabled (e.g., Sermons) and click on the post you want to edit.
  6. Refresh the editing screen to load the latest settings.
  7. Locate and click on the Add Fill in the Blank button to insert a fill-in-the-blank shortcode into your content.
  8. If desired, click on Add Post Note to create a notes section for users to write their own notes.
  9. Once your adjustments are made, click Update to save the changes to your post.
  10. View the post on the front end to ensure the fill-in-the-blank and notes areas are displaying correctly.
  11. Users can now fill in their responses, use the fill-in-the-blank fields, and take notes.
  12. Additional options include downloading a PDF, emailing the content, or copying it to the clipboard for use in other applications.

Original Transcript

Hey everybody, here is a video going over our new Post Notes feature. And so what this will allow you to do is put in custom shortcodes on your post content so that the front end user can see and either fill in the blank or, uh, add notes in a text box area. And so we'll show you all that. But the first thing after you install the plugin is you're going to want to come down to settings and post notes, and this is going to show you. It's going all your different post types and which ones you want to enable this feature on. And so I'm going to click on sermons and click on save. So I'm going to enable this feature on our sermon, sermons post type. And so we'll let that save. And then to show you how this works, I'm going to go over to our sermon post types and click on this one to edit. And so we're on this screen here. Let me just go and refresh this. All right, so that's refreshed and we have our post content here. So this is, uhm, some content from the sermon and then we have these two buttons here. We have add post note and add fill in the blank. So what I'm going to do is say we wanted the user to be able to fill in the blank right here. I'm going to go ahead and delete that and I'm going to say add fill the blank. And so it's going to put in that shortcode. And then maybe we want to do one here as well. Click on add fill in the blank there. And then after this question, maybe we want the user to be able to enter and their own notes. So I'm going to click on this Add post note. It's going to enter that shortcode right there. And then I'll go in and click on update. All right, so now that's updated, I'm going to go ahead and view the post on the front end. Okay, and we can see we have the content we entered, but we also have these fill in the blanks and this notes area. And so, the user will be able to fill in, uh, what they need to on the fill in the blanks and then answer, um, this prompt and write in their own notes. And then we have three different options down here, so once they're done filling in their notes, they can either download a PDF file, um, they can enter in an email and send it to themselves, or they can just copy all the content to their clipboard to maybe paste in another note-taking app, or whatever they want to do with that. So that's pretty much it, and thank you so much.

Video Link

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