Welcome to Placid for WordPress!
We're already looking forward to generate social share images for your blog articles.
There are some things you need to set up first. In this article, you'll find an introduction to the settings and basics of Placid.
Watch the video instead:
Step 1 - Installing the WordPress plugin
First, you need to install our WordPress plugin on your blog. Download the plugin here – you'll get a .zip file. Then go to your WordPress admin interface and go to the Plugin settings. Click on the button Add New, and then Upload Plugin.
Choose the zip-file you downloaded before and click Install Now.
You should then have Placid Social Images in your Tools menu, where you will find all necessary settings.
Step 2 – Basic setup
Entering your License Key
You will need to enter a license key under Tools > Placid Social Images > Setup in WordPress before we can start. If you haven't got one already, you can buy a key here.
You can also get a trial key to test the WordPress plugin for 7 days, by registering or logging in on placid.app and generating one in Settings > WordPress.
Trial keys can be upgraded later by clicking the Upgrade button next to the settings for the key. All of your templates and settings in WordPress will remain intact after the trial period if you decide to upgrade your trial key.
Step 3 – Creating Placid templates
What are Placid templates for?
Templates are a bit like cloze text: You define a basic layout for your Social Share Images, and we create images for all your posts with it by changing the text and pictures in the layout automatically. We use f.ex. the post headlines and featured images from your WordPress posts, so every image will suit the post content.
You can create templates for different content types in WordPress:
- Posts (your blog posts)
- Pages (like your About-page)
- Tag and Category Pages (the pages that show all your articles from a specific tag or category)
For all of these page types, you can configure image templates for..:
- Facebook & Open Graph (these show up on most Social Media Platforms including LinkedIn or Messengers)
- Twitter Cards
We offer preset designs for all of these options to give you a headstart.
Creating and customizing a template
You can manage your templates in WordPress by going to Tools > Placid Social Images > Templates . You should see an example template there that we added for you.
Clicking on the Create Template button will open a separate window where you can choose a preset design for Facebook / Open Graph, Twitter or Pinterest that you like. You can also choose to start with a blank canvas if you want to design the template yourself.
If you chose an option, you will be returned to WordPress. Click Edit Template to open our editor where you can customize your template to your liking.
The images and texts on your template are its default settings. The default image will f.ex. be shown if there is no featured image in your post that can be used. So it's a good idea to change the defaults to be meaningful for your site.
If you have further questions about creating or editing a template, please check our guide on how to use our editor for detail information!
When you're finished with your template, click Save and the X to return to WordPress.
Which templates do I need to start?
Of course it depends on your blog which templates you will need. But here's a recommendation for templates to set up when you first use Placid:
- 1 - Facebook / Open Graph template for posts: This is the most important template, as it is shown when your articles are shared on most Social Media Platforms (LinkedIn, Messengers, Facebook,..) You can choose a design that's displaying a post's headline and featured image, just an image or just a quote.
- 2 - Twitter Card template for posts: You can choose the same preset design for a template with Twitter Card dimensions. It is not very different to the Open Graph image dimensions (1200 x 630 vs. 1200 x 600), so you don't have to use it if Twitter is not really important for you. If you don't define a separate Twitter image, your Open Graph image will be shown and may be cut off a little (30px) in height.
- 3 - Pinterest template for posts: If Pinterest is important to you, add a template for your posts.
- 4 - Open Graph (& Twitter) default template for all other pages: For most blogs it will be enough to have one other image for your home page, about page, contact page, tag page,.. that just shows your brand. You probably won't need a Pinterest image for those. If you prefer you can define templates for all of them, too.
If you have created the templates you need, you can close the separate window and go back to your WordPress admin interface. Click on the Refresh button, so you can see and set up the templates you just created.
Step 4 – Configuring Placid templates
Start by going to Tools > Placid Social Images > OG Images (Facebook, LinkedIn, Messengers and more platforms) or Twitter Card or Pinterest.
Activate the checkbox Set Image with Placid in this tab and configure your default template first.
This template will be used on all content types in WordPress (posts, pages, tag & category pages) if you don't specifically choose a different one for any of these types. We'd recommend you choose a template that is neutrally showing your brand here. (For an example see the recommendations above!)
You can either choose a template, or upload a static image.
In case you chose a template, you should now see settings for its elements (text, images). These settings determine how the elements will be filled by Placid: You can choose to let WordPress fill in your URL or page title in a text field for example. If you already created a meaningful default template with our editor, you will probably set all elements to Default. In this case, the image will be used as-is!
After setting a default, you can choose to define separate templates for posts, pages or tags / categories. We recommend choosing a different template for posts. If you want to do that, click on the Posts tab and click the checkbox Set different image for posts.
Then you will be able to choose a template and set it up.
- Default – uses the text or image that is used in the template
- Page Title – uses the title of your page
- Page Description - uses the description of your page (usually, only category and author pages have these!)
- Your URL - uses the URL of your site
- Blog Name - uses your blog's name defined in WordPress
- Custom Text - gives you an input field for custom text
- Uploaded Image - let's you upload an image
- Featured Image of Post - uses the featured image you define in your posts
- Screenshot of URL - let's you define an URL of a website that we will make a screenshot of
Overriding template settings for a blog post or page
On every post and page, you can override the default settings you defined in Tools > Placid Social Images. This way, you can adapt the headline to f.ex. shorten it, or use another image. Alternatively, you can upload a JPG to override the image that Placid created.
Just scroll down in the editing view of your post or page and find the settings below the posting editor.
If you run into trouble, please [reach out to us](mailto:firstname.lastname@example.org and let us know. We'll do our best to help!