Creating and inserting shortcodes on your Community Dashboard | ClearPoint Strategy

Creating and inserting shortcodes on your Community Dashboard

Feature available for Professional Plan and above

The ClearPoint Content Generator makes it simple to reference information from your ClearPoint account on your Community Dashboard. Each piece of information in your account is referenced using a unique code called a shortcode. This article walks you through creating shortcodes using the Content Generator and inserting those shortcodes into WordPress.

Note: The Content Generator is a Chrome extension and therefore these instructions need to be performed in Google Chrome.

Log into your WordPress site. If you need the credentials or URL to do so, please contact ClearPoint. Navigate to the page in WordPress where you want to place the shortcode, and click to Edit the module where you want to place it. Make sure the Text editor, and not the Visual editor, is shown.

Open the ClearPoint Content Generator by clicking on the ClearPoint chart icon. If you have not yet installed the ClearPoint Content Generator, these instructions will show you how. Log into the Generator using your ClearPoint credentials (not your WordPress credentials).

Note: You cannot be logged into ClearPoint on your Chrome browser and the Content Generator at the same time. If you want to log into your ClearPoint account, while logged into the Content Generator, we suggest using an incognito Chrome window to log into ClearPoint.

Click on the Shortcodes tab. In the Type dropdown, there are five types of shortcodes you can insert.

  • Element shortcodes reference information that does not change over time,
    such as the name, description, or owner of an element.
  • Status shortcodes reference information having to do with changes over time, such as Analysis, reporting period or frequency, and status name.
  • Chart shortcodes reference charts.
  • Measure Data Grid shortcodes reference measure data tables.
  • Series shortcodes reference information about measure series such as name, value, or status icon.

Under Scorecard, select the scorecard where the information is located in ClearPoint. Additional drop-down menus will appear based on the type of shortcode selected. When all dropdowns are complete, you will see a preview of the shortcode appear.

Note: If you are using a Status, Series, or Chart shortcode, you will see a Period drop-down menu appear. Leave this menu alone if you want the shortcode to update with the rest of the dashboard. Only specify a reporting period if you want to show information from a specific, static reporting period that will not change over time.

Click Copy to copy the shortcode to your clipboard. Place your cursor back in the module in WordPress, and paste the shortcode into the module. You can then style the shortcode using Divi’s built-in options as well as HTML and CSS, treating the shortcodes like the content they include. (For example, add a font size and color to a measure name shortcode in WordPress as though the shortcode were the text of the name itself – because that’s how it will appear on the page!) Click Save & Exit to save your changes.