Website Editing Cheat Sheet

Page edits

Most page edits can be undone, so there’s low risk to edit them. Know these page-editing tools before you start:

Edit Text

Change wording in headings, paragraphs, and lists using the existing text styles from the dropdown.

Swap Images

Replace existing images. Use what’s already in the media library, or upload a new image. See: image sizing guide

Update Button Labels and Links

Change the text or link on any existing button.

Update Contact Info

Change addresses, phone numbers, and emails wherever they appear. Be sure to thoroughly test phone and email updates, as they always have a configuration that allows a phone app or email message to open directly. They are also a key conversion point, so you need to ensure any Google Tag Manager event tracking is still working after phone and email are clicked or tapped.

Adding Pages

There are three ways to add a new page. You can click “Add New” and create a page using components from your Component Library. You can duplicate an existing page and swap out the content—just make sure to also update the URL to match the new page’s title. You can also click “Add New” and select one of the custom templates that we designed and built for you. 

Both the second and third method still allow you to add/remove components to make the layouts that you want, from the starting point you picked. See: Editing a component

Create New Posts 

To add new posts (such as blogs, resources, or case studies), click “Add New” and the template for that post type will be all set for you to start entering content. Make sure to configure any additional elements needed, like taxonomies, feature images, customized URLs, authors, and Yoast SEO box content. 

Edit Content Inside a Component 

Reusable Component Blocks (RCBs) can be edited per-page without impacting the main component. Just don’t click “Edit Original,” which will apply your edits to the RCB on every page it’s been used. See: Editing a component

Clear the Cache

If your update isn’t showing, you can manually clear the site’s cache. Just don’t clear the site cache too regularly as it can affect site speed and performance.

Hide/Reveal Blocks

Use the Hide/Reveal function in the block menu to hide sections of the site that aren’t currently in use, like job openings.

Rearrange Blocks on a Page

Moving containers up and down within the page is fine, and easily done using the up/down arrow in the pop-up menu when you select a container. But moving blocks outside their container can break the responsive layout.

Add New Blocks to a Page

Adding blocks to a page is fine if you add whole components from your Component Library, or copy/paste whole containers from other pages. This is because the Refoundry components that we built for you are responsive, ie. they will adapt to various screen sizes. Adding blocks without a container will result in that section not being responsive. 

Upload Large Media Files

We don’t recommend hosting large files on your website because they cause slower page load times, which impacts SEO and the user experience. Only do so if necessary, and use a free page speed tool to check on page performance before and after the change. 

Build a New Page Using Components

As with adding single blocks to a page, as long as you use pre-built components or create your own containers. This will result in a responsive layout that works on various screen sizes. Inserting individual Refoundry blocks to a blank page without using the container > row > column structure can break layouts.   

Edit Menu Items

Renaming linked text in a menu is safe. Adding, reordering, or removing links within the existing menu is also fine. Changing URLs within menus must be handled carefully, or it can result in dead links/404s. 

Change Page Slugs/URLs

Changing a page’s slug (the end portion of its URL) will result in a 404 error for anyone who clicks the old link. This means you have to update the links anywhere this URL is found (such as buttons, menus, and page text). We also recommend setting up a 301 redirect to ensure that anyone accessing the old link from search results or other locations does not hit a 404 page.

Deleting Media

Deleting a file from the Media Library is permanent. Usually this is fine because it’s one photo used in one place and you don’t want it anymore. But for any images that are used in more than one place, such as icons, deleting it from the Media Library will remove it from all pages that had that image. 

On-Page SEO

You can make optimizations such as adding keywords to heading and paragraph blocks, adding alt text to images, adding external and internal links to text, and using the Yoast SEO box to customize page titles and meta descriptions. Just make sure that you’re following an intentional, researched strategy. Be extra careful modifying the default schema type for a page using Yoast. 

Design Updates

Overhauls or large changes to the design are best handled by experts, or you can end up with off-brand styles and inconsistencies that impact the look and feel of your site. There are further considerations to designs, like accessibility and user experience, that should always be considered. We’d be happy to help you strategize a design update: Open a support request

Technical SEO

Changing your permalink structure, adding custom schema, modifying robots.txt, adding or removing noindex tags, editing redirects, and other technical SEO tasks should only be handled by an SEO professional and/or a developer who has clear instructions from an SEO.  

Switch from Refoundry to WordPress Default Blocks

Converting a Refoundry block to a default WordPress block causes data loss. Inserting a default WordPress block into a Refoundry page or post is just as easy to do as inserting a Refoundry block, but it won’t look and function the same as the Refoundry version.

Change Heading Styles or Text Styles

Changes to global styles and settings have no revision history and can, in some cases, cause site-wide breakages. Local style overrides, such as changing the H2 heading size on one section of a page, causes inconsistency. If edits are made by an admin to the heading styles, they will not affect any instance where the heading style has been overridden. 

Edit a Template

We design and build custom templates for your pages and post types. Edits to templates affect all pages (or posts) using that template, so need to be done with extreme caution and thorough QA.

Detach a Component

Detaching turns a component into regular blocks, so that you can change its layout on one page. A detached section no longer receives updates done on the original, and it can’t be re-attached. 

Delete or Restructure Components

Reusable Component Blocks exist in a central library and have instances that appear all over the site. Deleting an RCB will delete every single instance. Restructuring an RCB will impact every instance, regardless of individual instances’ unique content.

Change Column, Row, or Container Structure

Every component is built using the grid system. Altering it for any block will break the responsive design.

Install or Update Plugins

Incompatible plugins can conflict with Refoundry or break the editor. Always get a developer to test a new plugin or share insights if possible, and perform a site backup before installing. Updates to installed plugins should be completed by an expert on a regular basis for security and performance. See our hosting and maintenance packages.

Edit CSS or Theme Files

Editing the code will always impact the existing code, and how the site looks and performs. 

Update WordPress Core

Updating WordPress’s current version must first be tested in a staging environment. Untested updates can break the editor, and your whole site.