Team Training
Hey team! This is your training hub for making updates to drdaniellend.com. Watch these in order the first time, then come back whenever you need a refresher.
Getting Around WordPress & the Elementor Backend
Length: ~7 min
Overview
A visual tour of the WordPress and Elementor dashboards so you know where things live. Covers the areas you'll actually use day-to-day (Pages, Posts, Media, Elementor Templates, Theme Builder) and clarifies the key difference between editing a single page vs. editing a template that affects the entire site.
What's covered
- The WordPress side menu basics — Settings, Tools, Appearance, Plugins
- Pages vs. Posts — the difference and when to use each
- The Media Library — where every uploaded image, video, and file lives
- Elementor menu areas — where to find Elementor-specific settings
- Saved Templates vs. Theme Builder Templates — two different types that look similar but behave differently
- How the blog page is built — walking through what’s a single post vs. what’s a sitewide theme template (sidebar, footer area, etc.)
- Important warning about editing Theme Builder pages — why updates in there affect every page on the site
Watch this video if you:
- Just got access to the site and don’t know where to start
- Can’t find where a specific setting lives
- Need to understand why some edits only change one page while others change everything
- Are about to edit the header, footer, or blog template (watch first!)
cheat sheet
Where do I find blog posts?
WordPress menu → Posts
Where do I find website pages?
WordPress menu → Pages
Where do I find images, videos, and uploaded files?
WordPress menu → Media
Where do I update plugins?
WordPress menu → Plugins
Where do I design or edit a page?
Open the page → click “Edit with Elementor”
Where do I find reusable sections I can drop into any page?
Elementor menu → Templates → Saved Templates
Where do I edit the header or footer?
Elementor menu → Theme Builder (edits affect every page)
Where do I edit the blog post layout (sidebar, “most popular,” etc.)?
Elementor menu → Theme Builder → Single Post template (edits affect every blog post)
Where do I add a pop-up?
Elementor menu → Pop-ups
Where do I add custom fonts or icons?
Elementor menu → Custom Elements → Fonts / Icons
Elementor Basics & Using the Design System
Length: ~22 min
Overview
A deep dive into working inside Elementor — using the structure panel to navigate layers, editing text and images, swapping styles, and (most importantly) using the global design system to keep everything consistent. The #1 rule: use the pre-set global colors and typography so you don't create a sitewide mess when you want to update something later.
What's covered
- The Structure Panel — using the layers panel on the right to select and move elements easily
- Editing text, images, and links — the basics of making content changes
- Copy, paste, and paste style — reusing styling across elements
- Elementor 4 Atomic Elements — why to skip them and stick with the originals
- Global design system — using pre-set colors, fonts, and sizes instead of custom overrides
- REM vs. pixels — why REM is used for mobile-friendly responsive design
- Mobile view, preview, and publish — testing changes and pushing them live safely
- Important warning about global settings — why NOT to adjust global colors or fonts unless absolutely necessary
Watch this video if you:
- Are new to editing in Elementor and need the basics
- Keep clicking the wrong element and can’t figure out why
- Want to change text, swap images, or update links
- Need to understand why you shouldn’t manually change colors or fonts
- Are getting ready to copy, paste, or restyle elements
- Want to preview changes on mobile before publishing
cheat sheet
How do I select a hard-to-click element?
Use the Structure Panel on the right — click the element from the layers list instead of trying to click it on the page
How do I change text?
Click the text → type new text directly in the left panel (not on the page)
How do I add or change a link?
Click the element → paste URL in the Link field, OR start typing a page name to link internally
How do I open a link in a new tab?
In the Link field, click the gear icon → toggle “Open in new window”
How do I swap an image?
Click the image → click the current image thumbnail → pick from Media Library or upload new
How do I copy a style from one element to another?
Right-click the styled element → Copy → right-click target element → Paste Style
How do I move an element up or down?
Drag it in the Structure Panel (easier than dragging on the page itself)
Where do I pick colors and fonts?
Use the global options with the GLOBAL icon — DON’T use the pencil icon to pick custom colors or fonts
How do I preview on mobile?
Click the device icons at the bottom of the left panel
How do I preview the page before publishing?
Click the eyeball icon at the bottom of the left panel
How do I publish my changes?
Click the green Publish button in the bottom left (this goes live immediately)
How do I save without publishing?
Click the arrow next to Publish → Save Draft
What should I NOT do?
Don’t manually override colors, fonts, or sizes with custom values — always use the global design system options (please use GLOBAL settings)
Creating a Blog Post
Length: ~8 min
Overview
How to create and publish a new blog post or podcast episode from scratch. Walks through adding your title, body copy, headlines, images, categories, and tags — plus how to set a featured image, schedule a post for later, and preview before publishing. The blog template handles all the styling automatically, so you just add the content.
What's covered
- Categories vs. Tags — the difference between them and when to use each
- Creating a new post — adding titles, body copy, and headlines
- Adding images — inline images vs. featured images
- Setting a featured image — the main image that appears at the top of the post
- Tagging a post as a podcast — plus when to use “Trending” and other tags
- Adding a podcast player — dropping in HTML embed code
- Publishing options — publishing now, saving as draft, or scheduling for later
- Previewing the post — checking how it looks before it goes live
- The pre-built blog template — why you don’t need to style anything manually
Watch this video if you:
- Need to publish a new blog post or podcast episode
- Want to schedule a post to go live at a future date
- Need to add a podcast player via HTML embed
- Want to understand the difference between Categories and Tags
- Need to set a featured image for a post
- Want to save a draft before publishing
cheat sheet
Where do I create a new blog post?
WordPress menu → Posts → Add New
How do I add body copy to a post?
Click into the content area and start typing, OR paste from a Word doc / email
How do I add a headline inside the post?
Click the + button → choose Heading → pick H1, H2, etc.
How do I add an image to a post?
Click the + button → Image → pick from Media Library or upload
What’s a featured image and where does it go?
The main image that shows at the top of your post. Set it in the Featured Image box in the right sidebar
How do I pick a category?
Right sidebar → Categories → check the ones that fit (don’t add new categories without discussion)
How do I tag a post as a podcast?
Right sidebar → Tags → type “podcast” → select it
When should I use the “Trending” tag?
Only when you want the post to show up in the Trending section on the site
How do I add a podcast player?
Click + → HTML → paste your embed code
How do I publish immediately?
Click the blue Publish button in the top right
How do I save as draft (not go live)?
Click Save Draft in the top right
How do I schedule a post for later?
Right sidebar → next to “Publish” where it says “immediately” → click → pick a date and time
How do I preview the post before publishing?
Click Preview in Tab (top right)
Do I need to worry about styling, author, or sharing settings?
No — everything else is pre-set in the template. Just add your content
Elementor Templates Usage Guide
Length: ~5 min
Overview
How to use the saved templates (pre-built sections) to add content to pages without starting from scratch. Covers two main workflows: inserting a saved template into a page, and copy-pasting an existing section from one page to another. The goal is to never build from scratch — always start with something that's already designed and styled.
What's covered
- What saved templates are — pre-built sections ready to drop into any page
- Inserting a saved template — adding an FAQ (or any other section) to a page
- Previewing templates — looking at all available templates before choosing one
- Copying sections between pages — reusing an existing section on a new page
- Deleting mistakes — removing a section if you added it by accident
- Building new pages — using templates as the starting point, never from scratch
- Checking mobile view — always previewing on mobile after adding anything
- The “leave without saving” warning — what to do when exiting a page
Watch this video if you:
- Need to add a new section to an existing page
- Are building a new page and don’t want to start from scratch
- Want to reuse a section (like FAQs) across multiple pages
- Need to copy a section from one page and paste it to another
- Want to see all the pre-built templates available
cheat sheet
Where do I find the saved templates?
Elementor menu → Templates → Saved Templates
How do I add a saved template to a page?
In Elementor → scroll to where you want it → click the folder icon → pick the template → Insert
How do I preview a template before using it?
In Templates → right-click (or Ctrl+click) the template name → Open in New Tab
How do I copy a section from one page to another?
Right-click the section → Copy → go to the other page → right-click where you want it → Paste
How do I delete a section I added by mistake?
Right-click the section → Delete
What’s the best way to build a new page?
Start with sections from templates or other pages — don’t build from scratch
Should I always check mobile view after adding a section?
Yes — click the mobile icon at the bottom to confirm it looks good
What happens if I try to leave without publishing?
A warning pops up asking if you want to save/publish — click Leave if you don’t want to keep your changes
What should I NOT do?
Don’t build from scratch when a template already exists for what you need. Always use what’s already there