WordPress Guide

Installing and using the Bibblio Related Posts plugin

A WPEngine Recommended Plugin

Installation

Welcome!

Before you begin, ensure you have at least five posts on your site. After all, it only works if there's something to recommend from! ;)

If so, you can install the plugin via the WordPress Plugins page.

Click Add New (top left next to the page heading), then click Upload Plugin and Choose File to browse to the latest .zip file of the Related Posts by Bibblio plugin.

Add a new plugin

 

Upload plugin

Getting Started

After uploading and activating the plugin you should see a Bibblio link in the WordPress admin’s left menu. Clicking this will start the setup wizard.

Step 1 is to create a Bibblio account. You can pick a free plan or one that suits your catalogue size.

Get started

 

If you already have a Bibblio account you can go to Step 2. Retrieve your Client ID and Client Secret from here.

Once you have your Client ID and Client Secret from the link above you can paste each into Step 2 back on the plugin's Get Started page then click Let’s Go!

Getting your credentials

 

You can include existing posts into Bibblio’s recommendations brain as well as automatically including all future ones.

Nb. If you have many posts to include, your site may encounter a brief impact on performance, as these must be fetched and submitted to our HTTP API. Also, depending on your catalog size, there may be a delay before related posts appear while the indexing is completing.

If you use custom post types you can choose which types you wish to be included in your recommendations.

Set which posts to compare

 

Clicking Next takes you to the module designer. A module is a widget containing related posts that can sit on any part of your post pages.

1: Choose a layout, a tile ratio that suits your typical shape of feature image and any effects you’d like. You can always make further adjustments later.

Nb. A 'Showcase', 'Grid' or 'Row' style would look great in the footer, while a 'Column' would work in the side bar.

2: Create a memorable name for your module that reflects its layout (e.g. "Footer row of 3").

3: Add any tracking parameters you wish to monitor (e.g. for Google Analytics).

4: When happy, click Next.

Create a module

 

At this point, we will begin indexing all of your content to determine how they are related. This will take 5-10 minutes, depending on your article quantity. Please be patient during this initial indexing.

In the meantime, you can automatically add the module to the bottom of all of your posts, add it as a widget (see the Adding Widgets section) or use a shortcode to selectively insert a module (see the Inserting Shortcodes section).

Be sure to perform this step otherwise your module will not appear anywhere!

If you automatically add the module to the bottom of your posts you can customize the title that appears above it or keep the default ("Related").

If you need further help, try the Troubleshooting Guide or contact the Bibblio team.

Success!

Adding Widgets

To display a Related Posts module on your post pages, go to Appearance > Widgets from the left-hand menu.

In the Available Widgets column, drag and drop the Bibblio Related Posts widget into your page area of choice.

Alternatively, click on the Bibblio Related Posts widget and choose a page area from the list that appears below it, then click Add Widget. The widget will expand to reveal options to configure it.

Add a widget

 

Type a headline into the title field that will sit above the module on your post page, such as "Related Posts". From the dropdown choose which of your modules to display, then click Save.

The module is now inside a widget on your post pages! Go to a post and look to see how it is displaying. If it doesn't look quite right, change the layout or tile ratio in the Module section of the Bibblio plugin admin until you're happy with it.

Repeat the process until each of your modules appear on your posts as you would like them.

Widget settings

The WordPress Plugin Admin Explained

Overview

The Overview tab shows you how many posts are stored in Bibblio's recommendations brain as well as the amount of times per month that the widget has been rendered on your post pages.

To see your full analytics, including module clicks and click-through rate, go to your dedicated dashboard on Bibblio.

 

Settings

Handling Existing Posts

You can import any posts you have published before you installed this plugin by pressing the Import published posts button.

The import will start with your most recent published posts and work backwards until it has either ingested all of your published posts or has reached your storage limit. This limit depends on the plan you have with Bibblio. If you need more space you can easily upgrade your plan.

You can pause and resume this import at any time to cater for storage limits or to avoid peak traffic times on your website.

You can prioritize recency so that posts published within your chosen time span are more likely to appear as recommendations (and conversely, those older are less likely).

Drag the slider to the period that suits the nature of your site. (e.g. an online publication that thrives on the latest news might prefer 2 days, so that recommendations are very recent, whereas a magazine site or journal might prefer 2 years, to allow users to discover older yet relevant content deep within their platform.)

Drag the slider to OFF to be sure recency does not influence the recommendations.

 

Handling Future Posts

Stop any new published posts from being recommended via the widget by switching it OFF.

If you switch this setting ON, any new posts published whilst it was set to OFF can be imported to Bibblio via the Import published posts button (see above). Nb. If you edit and update an as-yet unimported published post, it will be automatically imported at that moment.

 

Standard posts and custom post types

If you use custom post types you can choose which types you wish to be included in your recommendations. Adding post types is a one way street - if you want to remove posts of a specific type you must deactivate the plugin, reactivate it and start again.

 

Disconnecting this widget

Should you wish to remove the widget from your site you can press the Disconnect button. This will log you out of the Bibblio plugin and detach all of your posts from Bibblio. Your actual posts within WordPress will not be affected but all Bibblio widgets within them will not appear.

Beware that disconnection will apply to all of your environments. E.g. If you disconnect the widget from your development environment it will instantly disconnect from your live environment too.

You can reactivate the widget at any time using your Bibblio client ID and client secret. You will need to reimport your posts and create your modules again. Any analytics data from previous activations will be preserved.

 

Modules

A module is a widget containing related posts that can sit on any part of your post pages.

Automatically add a module to the bottom of all of your posts by selecting the module from the dropdown. Customize the title that appears above the module or keep it as the default ("Related"). Click Save to be sure these changes happen.

 

Module Layout

There are a variety of layouts that can be chosen to suit your website theme and positioning. Have a play and see which works best on your pages.

Tip: A 'Showcase', 'Grid' or 'Row' style would look great in the footer, while a 'Column' would work in the side bar.

 

Tile Ratios

The ratio of each tile can be set so that your post's featured image can appear nicely as a background. The choice of '4:3', 'Square' and 'Widescreen' (16:9) is available to you.

If you do not use featured images in your posts, the tiles will display a watermark by default. You can change this and any other design elements by overriding specific module classes in your own style sheet, provided it loads after Bibblio's CSS file in the page head. This action requires an understanding of Cascading Style Sheets (CSS) and should only be attempted if you are confident with them.

Tip: If you usually have very long titles, consider using a ratio that would fit a lot of text, such as 'Square'.

 

Headline Style

You can set the font style and size of the headline in each tile. For legibility, the description below the title remains as the Arial font.

If you use a non system font for headlines and want to use that instead, do this by overriding our stylesheet with your own.

You can change anything you like by overriding our stylesheet! If you find a change isn't appearing on your page, add !important after the parameter, to force it to override.

 

Display Options

As well as formatting, certain display options can be enabled on a module to show or hide information and react to mouseovers.

Reveal more on hover - When enabled, this displays the post title and hides any description text in each tile, revealing it only when the mouse hovers over it. When disabled, both the title and description are always visible.

Display title only - When enabled, this hides any description text in each tile, leaving only the title on show. When disabled, both the title and description are visible.

Display author - When enabled, displays the name of the post author.

Display date - When enabled, displays the date the post was first published.

Shine on hover - When enabled, a white glint appears across part of a tile when the mouse hovers over it.

Separate text - When enabled, the tile text appears separately below the background image, instead of being overlaid.

Using portrait images - When enabled, this fits portrait-orientated post images to each tile, so they display without gaps on each side. We recommend you use the square ratio for your tiles for the best effect. Nb. If you also use landscaped images for some posts, a gap will appear below those images on their module tiles.

Add Bibblio link - When enabled, the label "Refined by Bibblio" appears under the bottom-right of the module. Bibblio is fast becoming a hallmark of clarity in a climate of increasing distrust. Adding this marker to your module assures your audience that these recommendations are credible and genuine.

 

Recommendation Type

You can influence how the plugin decides which related posts it should display.

For example, you could set the plugin to consider relevant posts that are more popular than others.

Click on the Module Settings button. Under Recommendation Type, choose one of the following from the dropdown:

Improved page views - Optimize the module for relevant suggestions that are also influenced by their popularity.

Relevance only - Optimize the module for relevant suggestions based purely on their content.

When done, be sure to click Update.

 

Tracking

You can append additional query string parameters to the target url of recommended items in the module designer. This is especially useful for specifying analytics parameters, such as utm_source.

For example, you could add something like the following query string parameter:

utm_source: Bibblio
bibblio_module: verticalModule

and utm_source=Bibblio&bibblio_module=verticalModule would then be appended to the target url of each recommendation, allowing you to monitor recommendation performance closely.

Click on the Module Settings button. Under Manage Tracking, click Add new tracking parameter to assign a name and value.

When done, be sure to click Update.

 

Management

When you are happy with how your module looks, you can create a name for it and save it. Saved modules can be viewed and edited via the large buttons across the top of the Modules panel.

You can also delete modules at any point. Be sure to check your side bars and footers before deleting a module that may be in use.

Inserting Shortcodes

You can display a Related Posts module within the body of your post. When editing a post in 'Visual' mode, click on the line you would like the module to appear on, then click on Bibblio's "Insert Shortcode" icon in the toolbar.

Insert shortcode button

 

A popup window will ask you to select which of your modules you'd like to insert. Choose one and click OK.

Nb. If you are using the Gutenberg editor you will not be able to automatically generate shortcodes with this method. Instead, talk to us so we can give you the relevant shortcode for your site.

Choose your module

 

The shortcode is dropped into your post and contains each of the classes needed to render your module as you want it. After which you can publish or update as necessary.

Shortcode tag example

 

Repeat this with any other posts on an ad hoc basis or instead add it to your template using PHP code in the source, replacing “SHORTCODE” with your Bibblio shortcode:

One shortcode displays per post.

<?php echo do_shortcode('[SHORTCODE]'); ?>

Support

If you're having difficulties with the plugin please check out our WordPress Troubleshooting page.

We'd love to hear any questions, comments and suggestions you have! Please do get in touch.