• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Jackie D'Elia Design

  • Articles
  • About Me
  • Portfolio
  • Services
  • Contact
Home » Articles, Tips and Tutorials » How to Add Training Videos to Your Client’s WordPress Dashboard

How to Add Training Videos to Your Client’s WordPress Dashboard

June 30, 2016 by Jackie D'Elia

You’ve built something really cool….

You’ve just finished a website for a client that includes some custom functionality. The client needs to know how to use these amazing features you’ve added. Now comes the fun part.

Note: There are affiliate links in this post but only for products I actually use and recommend. Read my full disclosure.

Old School

Written documentation is helpful, but for some clients they often find the instructions confusing. What they really want is for you to show them how to use it. You could walk them through it on the phone or set up a video chat to demonstrate the features. That’s great, but the benefit is short-lived.

And when you write instructions, a few months later you’ll get a call from the client saying they’ve hired a new member to their team and they can’t find the document. I then have to find it, resend it, and then be ready for the inevitable questions that follow.

Even more frustrating – by now I don’t remember off the top of my head how to use the custom feature. I now have to go back and fresh my memory on what to do. This adds little value for my client and wastes valuable time for both of us.

I’ve struggled with these issues and have finally found a solution that provides the most value to my clients while helping me be as efficient and effective as possible.

A brief written document and embedded training video.

Add Training Videos to the WordPress Dashboard

I’m using a feature in the WP101Plugin that let’s you add a custom video to your client’s Dashboard. 

Now if you’re not using WP101Plugin for your clients, your missing a huge opportunity to help your clients learn how to use WordPress in a convenient and easy to use way – right in their WordPress Dashboard. It covers all the basics of using WordPress. It will definitely make your job much easier and provide real value to your clients.

Now couple that with the ability to add my own videos right below theirs…. pure, awesome magic.

Record a video of how to use their custom feature

I use ScreenFlow (affiliate link) to record my instructional videos. The latest version has a handy feature that let’s you choose what area of the screen you want to record. Once I’ve recorded the video, ScreenFlow automatically uploads it to my Vimeo account. In Vimeo, I set the link to private, so only someone with the link can see the video. I love using both ScreenFlow and Vimeo and highly recommend them.

Add your video to the WordPress Dashboard

This is where the power of WP101Plugin comes in. Along with the professional training videos from WP101 built right in, I can add my own videos right below them.

Be sure to add a descriptive title so your client will know what the video is about. Finally add the embed code for the video.

You can get the embed code from your Vimeo dashboard.

And then like magic, your video will appear in the Video Tutorial dashboard.

Wrap it up

That’s all there is to it. Now your client will have an easy reference with step by step instructions on how to use a custom feature. The cost of the WP101plugin and Vimeo account are well worth the benefits.

A note about WP101.com and WP101Plugin.com: WP101.com (affiliate link) offers videos to watch on their site or you can license them for viewing on your own website. Right now, they’re offering a lifetime membership to watch the videos on their site for a discounted rate of just $79 bucks. An amazing deal! WP101Plugin.com is a plugin that offers some of the basic WP101 videos in the WordPress dashboard (the WP101 series and Yoast SEO videos). That plugin is what I am using to add my custom videos to my client’s dashboard.

TweetLinkedInFacebookPinShares12
Previous or Next Article
Previous Post: Using SVG Animation in WordPressUsing SVG Animation in WordPress
How to Get a Maintenance Page Up Fast When WordPress is Down Next Post: How to Get a Maintenance Page Up Fast When WordPress is Down

Related Posts

  • Add Circular Image to Widget Area
  • Add Retina Ready Background Images using a Sass Mixin
  • Using SVG Animation in WordPress

Filed under: Developer Tips, WordPress

About Jackie D'Elia

UX consultant and Web developer. I love writing code and sharing what I've learned. You can find me on Twitter @jdelia. I am the host of Rethink.fm - the forwarding thinking podcast.

Reader Interactions

Footer

Recent Articles

  • AMP Stories in WordPress
  • Enabling AMP in WordPress
  • Adding SVG icons and graphics to your WordPress theme
  • Enhancing the SVG Social Icon Menu in Twentyseventeen

LinkedIn Learning

This is my favorite place for continuous learning. You won't be disappointed.


Free one month trial

AMP Powered

This website is powered by AMP. Now creating user-first experiences is easier. The AMP for WordPress plugin enables AMP on WordPress sites.

Connect

  • Twitter
  • Linkedin
  • Github
  • Dribbble

This website contains affiliate links and I may earn a commission if you use them. Learn More about affiliate links on this site.


Copyright © 2014 - 2019 D'Elia Media LLC, All Rights Reserved. | Privacy Policy

Hosting by WPEngine | Powered by Genesis Framework and AMP Project

This Site Uses Cookies

This site, like many others, uses small files called cookies to help us improve and customize your experience. Learn more about how we use cookies in our cookie policy.