What you need
- A WordPress site reachable over https, with the REST API on (it is by default).
- An account on that site with the Administrator or Editor role. inConcept publishes under that account; pick one your team recognises, "editorial" say.
- In inConcept: the right to manage brands. The connection belongs to a brand, and one brand has one website.
Connecting
- In inConcept, open the brand and go to Website, or go to Settings, Integrations and choose the WordPress card.
- Choose Connect. The site's address is filled in already when the brand has a website.
- Choose Connect through WordPress. You land on your own site, log in there if you are not yet, and approve the connection. WordPress then makes a password of its own for inConcept (an application password), which you can revoke there at any time.
- Back in inConcept you see This is what we found on your site: the site's post types, and per post type the text types inConcept thinks belong in it. Adjust what should differ and choose Right, finish.
If the approval screen does not work (some sites block it), choose Enter an application password yourself. In WordPress, under Users, Profile, Application Passwords, make a password named "inConcept" and paste it into inConcept. It is not your ordinary password.
What goes where
Each text type in inConcept goes to one post type on the site: blogs to Posts, a text type of your own called "Project" to a post type of your own called "Projects". inConcept proposes this by name; you can always change it in the connection window, and keep a text type off the site altogether.
- Category. Per post type you can choose a category as the default. When publishing you choose the final category per text; the default is filled in then.
- Featured image required. Turn this on for post types whose entries on the site always show an image. A text without one then does not go to the site until one is chosen. With it off, a text without an image still goes as a draft or scheduled, but not live at once.
- Custom fields. When a post type has fields of its own (through ACF or plain meta), inConcept fills them where the field's name matches a part of the text: "intro" gets the introduction, "summary" the summary. Which fields get filled is shown in the plan window before you publish.
- Reading examples. On connecting, inConcept reads existing entries from the site as prior work, so new texts sound like the site. You can do this again later.
Publishing
Open a text and choose Schedule (or Approve and then the site). In the plan window choose Automatically through WordPress and then:
- Publish now: the text goes live at once. After that the text is final.
- At a moment: WordPress sets the text live itself on the chosen day and time. Until then you can move the moment. inConcept checks every few minutes and records the address once the text is live.
- Stage as a draft: the text stands in WordPress as a draft, and somebody sets it live there. inConcept notices and records it.
Also choose the category and check the featured image. A text that goes to WordPress is approved by that: the site sets it live without anyone looking here again.
The first time inConcept sets a text live in a post type, the window asks for a confirmation. Not after that.
Withdrawing and removing
- Withdraw publication sets the text back to draft in WordPress. It can no longer be seen, but it is still there. A text that goes back to concept in inConcept goes back to draft on the site too; after a new approval it goes back on the schedule with the text as it is then.
- Remove from the site puts the text in WordPress's bin. The page no longer exists afterwards; links to it break. The text itself stays in inConcept.
When it does not work
- "Connecting failed" or "The REST API cannot be reached". A security plug-in (Wordfence, iThemes, "Disable REST API") often blocks the REST API for outsiders. Allow the REST API for logged-in users with an application password, or put inConcept on the exceptions list.
- "The website redirects to another address". Enter the address the site really lives at, with or without www, with https.
- A text arrives without its image. Check that the post type supports featured images and that the connection's user may upload files.
- Categories or post types are missing. Choose Read the site again in the connection window; inConcept then fetches the current list.
- Disconnecting. At the bottom of the connection window. inConcept then erases the password and the settings; what is on the site stays. Revoke the application password in WordPress as well.