ExpertFile WordPress™ Plugin

overview

Take advantage of the power and simplicity of a plugin.

The ExpertFile WordPress plugin provides ExpertFile users the easiest, SEO-friendly way to quickly add your experts and their valuable content to any website. For current non-WordPress users, firing up a WordPress instance provides you a quick option when looking to create a microsite for your expert content outside your core CMS. Once installed, you can control your content updates from your ExpertFile dashboard with your changes automatically reflected on your website, all without having to log back into WordPress.

Display all your important Expert Content elements from profiles to posts.

Your expert content can be added as part of a “new” purpose-specific page such as an “Expert Directory” or as a component of a current page such as your homepage or newsroom section of your website. All your expert related content is available to be added which includes:
  • Expert Directories
  • Expert Profiles
  • Inquiry Forms
  • Feature Expert Callouts
  • Spotlights (News Posts)
  • ExpertAnswers (Q&A)

Get started quickly without the need for complex IT support.

The following are the basic steps for adding your ExpertFile content to your WordPress pages or posts.
  1. Create a new page for your website or determine the current page you’d like to add the content to.
  2. Open the "Settings" tab to add your ExpertFile organization credentials and new URLs created.
  3. Access the HTML code for the page or add an HTML element/container to the page using your editor.
  4. Copy the shortcode text (eg [expertfile-directory]) from the "Shortcodes" tab and paste it onto the page/post.
  5. Hit Save & Publish when ready.

settings

Connecting your ExpertFile account and accessing your data is simple.

Access your Expertfile dashboard at expertfile.com/login and locate your credentials in the “API” area of the “Settings” section. Once applied, your credentials provide access to all your expert content. Don’t have access to the ExpertFile platform? Contact your organization’s admin.
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We take the work out of linking all your pages together.

By adding the new page URLs you’ve created to the settings tab, ExpertFile is able to dynamically link various elements of your expert content together such as directory listings to profiles, profiles to inquiry forms, Spotlight listings to full Spotlight posts, and ExpertAnswers listings to individual questions with answer(s).
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shortcodes

Add beautiful templates for your expert content through a simple cut and paste.

Adding your expert content to your website is as simple as copying the shortcodes from the "Shortcodes" tab and pasting them into the HTML or HTML element/container on the page you are looking to add the content. These default shortcodes represent best practices implementations of your expert content. The default shortcodes are as follows:

Expert Shortcodes

Directory of experts [expertfile-expert-directory]
Individual expert profile [expertfile-expert-profile]
Inquiry form [expertfile-expert-inquiry]
Featured experts carousel [expertfile-expert-featured]

Spotlight Shortcodes

Listing of all published Spotlights [expertfile-spotlight-list]
Individual Spotlight posts [expertfile-spotlight-post]

ExpertAnswers Shortcodes

Listing of all Q&A [expertfile-expertanswer-list]
Individual question with Answer(s) [expertfile-expertanswer-question]

Customize the data displayed by adding additional parameters to your shortcode.

ExpertFile provides the ability to customize the content that is displayed via the shortcodes. These default shortcodes represent best practices implementations of your expert content. However with simple additions to the shortcode text you have the ability to control various elements of the content shown. Customized shortcodes enable you to affect two main elements:
  • Determine which groupings of experts are included in the expert content displayed
  • Ability to hide or display additional information
Such adjustments may be required if you are placing multiple versions of the same content across various areas of your website or if you wish to display or constrain the amount and types of data displayed

Customization Example:

The following directory would only show experts with the expertise of "marketing"

[expertfile-expert-directory topics= "marketing" ]

You can control a wide range of details

The following parameters below can be added to the various shortcodes to turn on certain elements that are currently not part of the default setting for that content or turn off others that are currently included. The full list of available parameters is as follows.

Directory Shortcode Parameters

Segment what experts you want to show by:

tags = "all" (limit results to experts assigned to "tags" you’ve pre-defined in your dashboard)
categories = "all" (limit results to experts assigned to "categories" you’ve pre-defined in your dashboard)
topics = "all" (limit results to experts assigned to "topics" attributed to individual experts)
alphabet = "all" (limit results to experts based upon last name)
status = "private/public/all" (limit results to experts based upon profile access type)

Modify display and filtering options through:

show_search = "true/false" (enable or disable search bar)
show_sort = "true/false" (enable or disable sorting dropdown)
sort = "name/featured" (set sorting options)
page_size = "#" (set # of experts per page)
filters = "topic,category,alphabet" (enable or disable filtering options)
filter_show ="#" (set number of filter items to display before "show more" appears)
show_powered_by=true/false (display Powered by ExpertFile logo)

Define search result details with:

fields = "organization,title,headline,expertise,email,phone,city,state,country,department,building,room" (provides choice over what elements show in each expert’s search results)

Override default location for expert profile:

profile_page_url = "https://org.com/profile" (override location for profile page)

Profile Shortcode Parameters

Modify fields/ content displayed:

show_email = "true" (enable visibility of email address)
show_phone = "true" (enable visibility of disable phone)
show_organization = "true" (enable visibility of organization name)
show_contact_button = "false" (disable contact button)
show_more = "#" (set limit on number of field items to display before "show more" appears)
show_powered_by=true/false (display Powered by ExpertFile logo)

Override default location for connected content:

Inquiry_page_url = "https://org.com/inquiry" (override for profile page)
Spotlight_page_url = "https://org.com/spotlights" (override for full Spotlight post)
Expertanswer_page_url = "https://org.com/answer" (override for full question & answer page)

Inquiry Shortcode Parameters

profile_page_url = "https://org.com/profile" (override location for profile page)

Featured Shortcode Parameters

Segment what experts you want to feature by:

tags = "all" (limit featured experts by "tags" you’ve pre-defined in your dashboard)
categories = "all" (limit featured experts by "categories" you’ve pre-defined in your dashboard)
topics = "all" (limit featured experts based upon "topics" attributed to individual experts)
alphabet = "all" (limit featured experts based upon last name)
status = "private/public/all" (segment featured experts based upon profile access type)
show_powered_by=true/false (display Powered by ExpertFile logo)

Override default location for expert profile:

profile_page_url = "https://org.com/profile" (override location for profile page)

Spotlight Shortcode Parameters

Spotlight Listings

tags = "all" (limit featured experts by "tags" you’ve pre-defined in your dashboard)
page_size = "#" (set # of Spotlights per page)
show_more = "#" (set limit on number of field items to display before "show more" appears)
post_page_url = "https://org.com/profile" (override location for profile page)
show_powered_by=true/false (display Powered by ExpertFile logo)

Spotlight Posts

profile_page_url = "https://org.com/profile" (override location for profile page)
show_powered_by=true/false (display Powered by ExpertFile logo)

ExpertAnswers Shortcode Parameters

Question Listings

tags = "all" (limit featured experts by "tags" you’ve pre-defined in your dashboard)
page_size = "#" (set # of Questions per page)
show_more = "#" (set limit on number of field items to display before "show more" appears)
expertanswer_page_url = "https://org.com/profile" (override location for profile page)
show_powered_by=true/false (display Powered by ExpertFile logo)

Single Question with Answer(s)

profile_page_url = "https://org.com/profile" (override location for profile page)

seo

Access prebuilt, customizable metadata and schema tagging ensure you’re SEO-ready.

Adding custom metadata such as titles, descriptions and keywords is an important element in not only helping Google properly find (index) your profile pages but also provides the best structure for instructing how you’d like Google to represent your profiles in search results. This extends to how your own sitewide search treats these new expert content pages. In addition, schema tags provide an additional level of information for search engines by highlighting the “type” and “authorship” of the content displayed, adding credibility to the source

Dynamic meta data and schema tags is key and not possible with current SEO plugins.

With the ExpertFile plugin’s SEO feature your meta data and schema tags are built using the fields found in your expert content such as profiles, Spotlights and ExpertAnswers improving discovery and avoiding duplicate content.

Don’t forget to let Google know about your new pages.

Ensure your new pages have been added to your sitemaps and access Google’s Search Console that allow you to manage a wide number of aspects of your website including the ability to submit URLs individually to Google to be crawled using the “Fetch as Google” function.

download

Download the FREE ExpertFile plugin now and get started!

Direct from the Official Wordpress Store at: https://wordpress.org/plugins/