Hey there 👋 We heard you need some help setting up Placid + WordPress?
Here's a complete walkthrough to help you get your automation up and running. If you have any troubles you need extra help with, just ask. We’re always happy to help!
Step 1 - Install the WordPress plugin
Download the plugin in the Plugin & License tab of your project. Go to Plugins > Add new in your WordPress admin, and upload the .zip file you just downloaded. Install it.
After finishing the install process, the settings for Placid Images will appear in the sidebar of your admin.
Step 2 - Enter your license key
Copy the license key from the Plugin & License tab in your Placid project to the Setup tab of the plugin.
Step 3 - Create a template for your images
You can design templates for your share images with our drag and drop editor.
A template is a bit like cloze text: You define the basic layout, and decide which elements should be filled dynamically with content from your articles or pages later.
Design templates for the type of images you want to create in the Templates tab, and customize them to fit your publication’s brand. We'd recommend to give meaningful layer names, and uncheck the option Element is dynamic in the layer settings if that layer shouldn't contain dynamic content.
Fill your layers with meaningful defaults, because these will be the fallbacks we use if there is no other content available (f.ex. if an article has no featured image).
You can set up automations for the creation of the following share images:
- Facebook & Open Graph (these show up on most Social Media Platforms including LinkedIn or Messengers)
- Twitter cards
Additionally, you can create any other images on demand – f.ex. Instagram Story or feed images.
Step 4 – Configure your templates
With our plugin, can create custom share images for the following content types:
- Posts (your blog posts)
- Pages (like your About-page)
- Tag & Category Pages (the pages that show all your articles from a specific tag or category)
- Custom post types
Automated social cards
In the Setup menu, you'll find tabs for the setup of automated OG images, Twitter cards and Pinterest images.
If you choose to automate those images by clicking the Set Image with Placid checkbox, we recommend defining a default image for them first. This will be used on all content types until you customize the images for one of them. Personally, we always use a neutrally branded, static image for it.
After setting a default, you can choose to define separate templates for posts, pages, tags or categories. Click on the different tabs and check Set different image for every type you want to customize.
In case you chose a template (and not upload a static image), you will see settings for each of the dynamic elements on your template. 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.
- 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 - lets you upload an image
- Featured Image of Post - uses the featured image you define in your posts
- Screenshot of URL - lets you define an URL of a website that we will make a screenshot of
- From Selector - lets you enter a specific CSS selector of the element you want to use
Overwriting existing social card images
If you already have a plugin that sets social card images, Placid will not overwrite them by default. If you want to only use the images Placid generated, choose to Remove existing og:image or twitter:card tags in the Settings tab.
Set up templates you want to use to create images on demand in the Assets menu of the plugin. You will then be able to generate images from those templates with the click of a button on every page, post, category, tag or custom post type.
You can download those images to reuse elsewhere, or send them to your media library.
Step 5 - Check and customize your images (if you want)
On every post, page, category, tag or custom post type you can override the settings you defined. This way, you can adapt the headline to f.ex. shorten it any time, or use another image if it fits better. Alternatively, you can upload a JPG to override the image that Placid created completely.
Just scroll down in the editing view of your post or page and find the settings below the posting editor. If you browse your page while being logged in, you will also find a Placid Social Images button in the WordPress admin bar that shows you a preview of your social cards in the lower right corner.
You're all set up and hopefully happy with your images! If you need any help, just reach out.