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2 changes: 1 addition & 1 deletion README.md
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Expand Up @@ -51,7 +51,7 @@ Installation directly from the WordPress.org plugin directory coming soon!
## Features

#### Saved Links
![New Saved Link](https://raw.githubusercontent.com/INN/link-roundups/master/docs/img/new-saved-link.png)
![New Saved Link](https://raw.githubusercontent.com/INN/link-roundups/master/docs/img/new-saved-link-npr.png)

Curate links from around the web and save them in WordPress using a handy browser bookmark. You can also add your own descriptions and organize saved links using tags.

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5 changes: 3 additions & 2 deletions README.txt
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Expand Up @@ -27,7 +27,8 @@ Collect links from around the web, turn them into roundup posts and streamline t
1. Install the Link Roundups plugin via the Wordpress.org plugin directory
2. Activate the plugin
3. Navigate to the Admin -> Link Roundups -> Options page to configure the plugin
4. Done!
4. Navigate to the Admin -> Settings -> Mailchimp Settings page to configure the plugin's MailChimp integration, if desired
5. Done!

[Read more about installing plugins here](https://codex.wordpress.org/Managing_Plugins#Installing_Plugins).

Expand All @@ -38,7 +39,7 @@ Collect links from around the web, turn them into roundup posts and streamline t
- Added "roundup block" shortcode and accompanying post editor user interface for editing blocks of saved links
- Manage front-end Javascript dependencies using Bower
- Manage PHP dependencies using Composer
- Uses the wordpress-mailchimp-tools PHP package, brought to you by INN
- Uses the [wordpress-mailchimp-tools](https://github.com/INN/wordpress-mailchimp-tools) PHP package, brought to you by INN
- Added MailChimp campaign editor meta box to the post editor
- Added MailChimp campaign settings for roundup posts
- Moved MailChimp API Key settings to Settings > MailChimp Settings menu
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16 changes: 12 additions & 4 deletions docs/installation.md
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@@ -1,15 +1,23 @@
# Installation

If you're an INN member making use of INN's [Largo Project](https://largoproject.org) hosting, the Link Roundups plugin is already installed. Just [contact us](http://jira.inn.org/servicedesk/customer/portal/4) through the Largo help desk to have it activated on your site.

## Manual Install

1. Download the [.zip archive](https://github.com/INN/link-roundups/archive/master.zip) from GitHub.
2. Extract the .zip archive.
2. Extract the .zip archive.
3. Rename the plugin directory to `link-roundups`. If the directory the plugin files reside in is named anything else, the plugin will not work.
4. Upload the plugin directory to you server's `wp-content/plugins` directory.
5. Activate the plugin through the [`Plugins` menu](https://codex.wordpress.org/Plugins_Screen) in WordPress.

## WordPress Plugin Directory or Your WordPress Dashboard

Coming Soon. Yes, exciting.
Download from [the Wordpress.org Plugin Directory](https://wordpress.org/plugins/link-roundups/), or search in your WordPress site's plugin dashboard for "Link Roundups".

## Developer Installation

1. Clone this plugin from GitHub into your plugins directory, and navigate there in your terminal.
2. `bower install`
3. `npm install`
4. `git submodule update --init --recursive`
5. `cd wordpress-mailchimp-tools`
6. `composer install`
7. If something's missing, tell us by [filing an issue](https://github.com/INN/link-roundups/issues/new) or by sending an email to support@inn.org
24 changes: 24 additions & 0 deletions docs/link-roundups.md
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Expand Up @@ -22,8 +22,32 @@ Once you have the links that make up your roundup in the editor window, you can

![New Link Roundup link in the Dashboard](./img/adding-link-roundup-3.png)

## Add Categories and Tags

You can also add Categories and Tags to the Link Roundup, like any other post. _Adding one or more Categories allows filtering display of Link Roundups by Category_.

## Creating a Link Roundup using roundup_block Shortcode

An alternative way to create a Link Round is to use a special shortcode with this format:

`[roundup_block name="Today's Links"]`

The name will be displayed as a header so just change it as desired. When you add this shortcode you'll see the name of the header in a grey box:
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This section doesn't work as described; "lr" isn't defined in the editor under PHP 7. (#132, hooray!) so I'd like to fix that after merging this docs request, or generate an issue to remove this docs block.


![Link Roundups shortcode displayed in the visual editor](./img/roundup_block_1.png)

Hover over the box and a pencil icon appears. Click the pencil, and you'll be presented with a modal window to edit the contents:

![adding links to a roundup](./img/adding-links-modal.png)

Under each available item, click the Add button to add it to the Link Roundup:

![Links added to a roundup](./img/added-links-modal.png)

Click the Save button in the modal window and return to find your links in the Link Roundup edit screen:

![Links added to a roundup](./img/todays-links.png)

## How Link Roundups are Displayed On Your Site

Once you Publish the Link Roundup post, it displays in your homepage content stream like any other post:
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38 changes: 26 additions & 12 deletions docs/mailchimp.md
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Expand Up @@ -14,13 +14,13 @@ In order to use the MailChimp features of Link Roundups, you'll need to sign up
2. Click on your account in the upper-right corner. In the drop-down menu, click "Account".
3. Click on "Extras", then "API keys".
4. Click "Create A Key". A new key will appear in the list.
5. Click the "Label" field of your new API key. Name it after the site you're using Argo Links on. For example: "example.com argo links"
5. Click the "Label" field of your new API key. Name it after the site you're using Link Roundups on. For example: "example.com links"
6. Copy the API key. This will be a long string of characters from 0-9 and a-f.
7. On your website, go to **Dashboard > Link Roundups > Options**.
8. Paste the MailChimp API Key into the appropriate field, then check "Enable MailChimp API Integration".
7. On your WordPress site, go to **Dashboard > Settings > MailChimp Settings**.
8. Paste the MailChimp API Key into the appropriate field.
9. Press "Save Changes".

![Link Roundups MailChimp API settings](./img/link-roundups-mailchimp-integration.png)
![Link Roundups MailChimp API settings](./img/link-roundups-mailchimp-settings.png)

## Creating a template in the MailChimp dashboard

Expand All @@ -47,9 +47,9 @@ Then, edit the template to insert the following tags where you want them to appe

#### Required Tags:

If these template tags are not present in your MailChimp template, you will be unable to create a new Argo Links Roundup Email Campaign.
If these template tags are not present in your MailChimp template, you will be unable to create a new Links Roundup Email Campaign.

- `*|ROUNDUPLINKS|*` - The actual list of links from the Argo Links Roundup post
- `*|ROUNDUPLINKS|*` - The actual list of links from the Links Roundup post

#### Optional Tags:

Expand All @@ -62,16 +62,30 @@ These template tags are not required, but you may wish to use them in your templ

## Choosing the MailChimp Template and List to use

So now you have at least one template saved in MailChimp, and we're assuming you also have a list of subscribers for your newsletter. Go back to the Link Roundups Options page in **Link Roundups > Options**, and choose your template, and which MailChiimp List you want to use:
So now you have at least one template saved in MailChimp, and we're assuming you also have a list of subscribers for your newsletter. In the WordPress Dashboard go to **Link Roundups > MailChimp Campaign Settings**, and choose your default campaign type, default mailing list, default template, and email address(es) for campaign tests:

![Link Roundups MailChimp API settings](./img/link-roundups-options-mailchimp-2.png)
![Link Roundups MailChimp Campaign settings](./img/link-roundup-campaign-settings.png)

# Creating a MailChimp Campaign

Once you have [saved some links](saving-links.md) and [created a link roundup post](link-roundups.md), you can send the link roundup post to MailChimp as a draft campaign.
Once you have [saved some links](saving-links.md) and [created a Link Roundup post](link-roundups.md), you can send the Link Roundup post to MailChimp as a draft campaign.

In the Link Roundups editor, above the standard WordPress "Publish" button you'll find a button to "Create a MailChimp Campaign."
In the Link Roundups editor make sure the **Mailchimp Campaign Editor** is visible. If not, visit Screen Options and select it to make it visible. You can now:

![Create MailChimp Campaign button in the post editor](./img/link-roundup-mailchimp-button.png)
- Choose a campaign type
- Choose a list to send to
- Give your campaign a title
- Add the campaign subject line for email
- Choose which MailChimp template to use for the campaign (defaults to what was set in Link Roundups > MailChimp Campaign Settings)

When you click "Create a MailChimp Campaign" you will be asked to confirm the action. The Link Roundups plugin will contact MailChimp to create the campaign and, upon success, present you with a link to finish editing the campaign in the MailChimp dashboard.
![Mailchimp Campaign Editor panel in the post editor](./img/link-roundup-campaign-editor.png)

Click the **Create Draft** button to create a draft MailChimp campaign. You can then view the draft campaign in your [MailChimp campaigns](https://us13.admin.mailchimp.com/campaigns/), and make any needed changes there before sending. You can also send a test email from the Link Roundup edit screen:

![Send Test button in the Link Roundups edit screen](./img/link-roundup-send-test.png)

The **Send Test** button won't appear until after creating a draft campaign. You will then also see a new **MailChimp Campaign Preview** screen on the right side of the Link Roundup edit screen, where you can preview the campaign in a new window, or preview and edit the campaign in MailChimp:

![MailChimp Campaign Preview panel in the Link Roundups edit screen](./img/mailchimp-campaign-preview.png)

When the draft campaign is ready to go, hist the **Send Now** button to launch the MailChimp campaign. You can also choose to launch the campaign from MailChimp if preferred.