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Meet the experts

The ‘Meet the Experts’ page is a vital section featuring profiles of our esteemed fellows. Each profile showcases the fellow’s name, biography, country, email address, photo, designation, LinkedIn profile, and more. Additionally, the individual profile pages highlight all blogs authored by the respective fellow.

Below is a screenshot of a typical meet an expert page

Page level settings
Most of the options are available at the block level, hence, page-level settings will not be applicable here.
To start, the below screenshot shows the structure of the blocks that are recommended to use while creating the analyst recognition.

Hero People

Reason to use:

Use this block to add a picture of the person’s profile you want to share with the details of the department and social media handles

Block level settings:
  • You can select the profile picture from the library or upload one to add to the block
  • There are options to add button labels and links to LinkedIn and Twitter handles

Intro Para

Reason to use:

Use this block to provide a brief introduction to the page. The block will help you add a subheading and a small description. 

Block level settings:

You can choose to show or hide the social media icons on the block by using the display social icons dropdown

List Posts

Reason to use:

This block helps you list posts automatically from the content from backend

Block level settings:
  • Under post settings – you are required to select post types, filter and select blog author or blog category
  • You can select the number of posts you want to display. The maximum is 10 posts
  • Block settings automatically displays recent posts- this will be updated as per the blog posts

Below is how our listing page looks like

Common steps before publishing a page

Employee/Meta data:

You would have to punch in the email ID of the person’s profile to reach out to in case of any query

People type:

There is a need to select which profile does the expert belongs to, you may choose from the list of the items provided as per the screenshot below

Excerpt:

This is an optional feild, but, we recommend filling this specially in case you are creating meet an expert page. You would have to fill in relevant information about the expert and their background.

The current URL will be shown under the permalink manager, in case you want to change it, do that before publishing the document.

Before publishing your document, be sure that you have set a featured image for the page as it is important to showcase the image on the landing page as well.

Publish: 

Once done, hitting publish will be an easier task for you 

Enable public preview:

For non-CMS users, we can always enable the “Enable public preview” button and a URL is created which can be helpful in the reviewal process for people who don’t have CMS access. 

Note: The URL stays for 48 hours only. In case you want more time for reviewal, the CMS user has to regenerate the URL

Pending review

You can check the pending review option, before publishing a page. This will not publish your page but will save it as pending review before the page is published. This will now be visible under “Pending” instead of “Drafts” in the backend.

Publish a page

Depending on the access level, you can publish a page on the website.

  1. Login via the access level you have  
  2. You will find a publish button on the right-hand side of the WordPress dashboard, just click on the same and it’s done. If  you find the button greyed out, ensure your access level is meant to publish the document  

Save drafts and how to update them  

Save drafts

If you do not want to publish the document there and then, save it for later editing, “Save draft”(red) mode will help you start editing from where you have left off. In case you do not save the draft, you will lose the information that you have added so far. Post saving the draft you can click on “Preview”(yellow) beside it to preview the draft page.  

Find saved drafts:

Now, you may find the drafts in the WordPress dashboard. You can click on the tab “Pitch” and also filter by date to search your page. There is a search box on the right to search for your page if you know the name of the page. 

Edit a published page:

  1. Open the page on the website that you wish to edit 
  2. At the top end of the page, you will find an option to edit the page, click on the button and start editing 
  3. Click on “Update” once done. Note that all published pages once edited will reflect the changes instantly. 

Schedule a page:

  1. Click on the settings options on the right-hand pane 
  2. Go to the Page section  
  3. Click on the date and time mentioned in front of the publish option 
  4. Select the date and time according to your wish, given the fact the time zone will depend upon the server/website’s time
  5. Hit “Schedule” once done 

Turn a published page to a draft:

  1. Open the link of the page that needs to be unpublished 
  2. Hit the “Switch to draft” button to unpublish the webpage. Once turned to draft the page won’t be accessible on the live site. 

Move a page to trash – for only admins:

  1. Once you have the settings options open, click on the page button 
  2. Hover down and you will find the “Move to trash” button