Before We Begin…
To get started with PauPress, there are a few basics that everyone should know and a few steps that everyone needs to follow. Once you are through with those, your path will depend on the goals you’ve set for your project — and, to some degree, what Pro features you are using. A few things before we begin:
Features within PauPress each have a help screen. Look in the upper right-hand corner of your window and click the “Help” tab. Additionally, individual items have a question mark “?” icon attached to it — simply hover over it and, voila!
You can also, of course, always browse our support forums and, for Pro users, submit a support request at PauPress.com. We also will do our best to keep up with the support forums on WordPress.org but, as a small team, our priority has to be support of Pro users on our own support forums.
There are two primary menus for PauPress that everyone should be aware of:
PauPress Options — Your “master control” menu
Users — Where you do most of your database operations
Depending on your license status, you will have access to all or some of the features in each menu. But most features are standard for everyone and typically necessary for getting started, so that’s where we’ll begin.
This is the profile information you will collect about the people and organizations in your database. PauPress comes with the standard WordPress defaults as well as some useful defaults of its own. You should, of course, take time to think about what information you want to collect but don’t get bogged down with too much planning — you can always add & edit fields, change permissions and layout whenever you like. PauPress is built to be extremely flexible and it is far better to just get going and make changes once you are working with actual data.
Go to PauPress Options > Manage Fields. This is where you create profile fields and set individual permissions.
Arrange Your Fields. You can drag-and-drop fields and sections to customize the layout exactly how you want. By default, PauPress fields are organized into two columns and four sections:
- Column One
- Basic Information. Basic personal information.
- Contact Information. Detailed contact information. Pay particular attention to the Address fields. These are grouped together but you can ungroup them visually if need be.
- Column Two
- Account Information. Most of the WordPress defaults are here and this controls user access to their accounts if you’re allowing that.
- Preferences. WordPress and PauPress defaluts. If you’re a Pro user and you’re signing people up to your email list or presenting user profiles on your website, these will be of particular interest to you and more about these fields can be found online.
Turn Fields On/Off. You might not want to use certain fields or, if you’re allowing users to access their profiles, you may want to prevent them from seeing certain fields. For each field you want to modify, click the title and look at the red and green icons for permissions.
- Admin. A check means Admin can see and edit this field.
- User. A check means Users can see and edit this field.
- Signup. A check here means that it is part of the signup form.
- Reports. A check here means you can search on this field.
- Public. A check here means that this field will be publicly displayed.
- Required. A check here means that this field is required during public user registration.
- Unique. A check here means that this field can be matched on imports.
Create a Signup Form. You may have already guessed this but, simply check the permission for “Signup” and you’re done — how the fields appear in Manage Fields is exactly how they will appear on the form. Three things to note:
- You can create one-time signup fields by turning off the “User” permission. This will present the field during signup but then the user will never see that field again.
- If your field is in a section, you will need to make sure the section itself is also enabled for the signup form.
- If your field is part of an address group, you can show just the fields you want by turning off the other fields in the group.
Save Your Options. Rather obvious but good to be reminded of, nevertheless.
Add Some Data
There are many methods to add data to your database and the number of methods are growing — this is what PauPress is meant to do. That said, to get started, here are the main methods.
Add/Edit User Profiles. Under the Users menu you can access your own profile or, add a new user profile. From many points throughout WordPress you will have the option to edit a user profile by clicking on the word “edit” or, the users name or label. Fill out the information you want.
Add/Edit User History. Within a user’s profile, you can add or edit any action that is associated with a user. Try creating a note.
Enable Contact Forms. You can create as many forms as you like. You can add a welcome and thank you text as well as select who will receive the the contents of the submission by email. You can add any profile fields in the system to the form with drag/drop and you can link to the form with a shortcode or hyperlink. All contact submissions appear in Inbound Activity, are emailed to the email addresses you specify and are searchable. If the person or organization submitting the contact form is not already in your database, they will be added.
Enable Email Signup Form.Pro Just like contact forms, you can add then drag/drop profile fields into place. Grab the link or short code and place the link to the form wherever you like — the panel system will do the rest. All signups will check the appropriate field in their profile, notifications will appear in Inbound Activity and, additionaly, you can search for them.
Enable User Registration.Pro If you want to allow users to register for your site, you can do so by enabling the options on the Panels tab. Additionally you can link directly to the registration panel or turn on the “My Profile” widget to encapsulate all of the functionality into a single element.
Import User Data.Pro If you already maintain a list (or lists) of your contacts outside of WordPress, you’ll most likely want to do a bulk import into PauPress. Imports utilize CSV files and you simply match your PauPress fields to columns in your import file. In addition to profile fields, you can also import financial data.
Convert Existing User Data. If you have used a plugin or developed a custom method of saving user information in WordPress, you can convert it into PauPress with our conversion plugin. Additionally, we have another plugin for migrating BuddyPress data over to WordPress.
Explore Your Data
Now that you’re setup, you get to do something with your data. Head on over to User Reports and give the search engine a try. In particular, try searching for things you don’t have. This might be counterintuitive at first but for all that you do know about your audience, there’s probably more you don’t know or, at least, haven’t captured somewhere. Try running a search for all the users in your system where the City field is empty.