CM Curated List Manager (CMCLM) - Use Case - How to Create a Curated List of Links on a Specific Topic


Use Case – How to create a curated list of links on a specific topic

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Note: This guide requires:

Introduction

CM Curated List Manager lets users organize links and aggregate content around categories, displaying them as a curated list.

CM Curated List Manager is a great tool for content marketing and for building a WordPress knowledge base and sharing it in an engaging way..

Use Case Front-End

Use Case Assumptions

In this example we will consider how to create a curated list with links about SEO resources and articles on our site.

It follows:


Installing The plugin

The process is the same for all CM plugins and add-ons.

  • Download the plugin from your customer dashboard
  • Log in to WordPress and navigate to the WordPress Admin → Plugins settings
  • Click on Add New
  • Activate it and add the license

Learn more: Getting Started - Plugin Overview


Configuring the Plugin

Before creating lists, categories and adding links you can configure your plugin according to your needs - appearance of the curated list, what should be displayed, how filters should work and some more options. 

Learn more: CM Curated List Manager (CMCLM) - Options (General, Search Filter, Social, Appearance)

Create a List

The process of building a curated list starts by adding a new List. Navigate to Curated List Manager Pro → Lists.

The process of creating a new List is really simple. On the left part of the screen you can see the form, where you need just write a Name and Description, and click Add New List button. You can also write a Slug, but it can be generated automatically from the Name.

On the right part of the screen you can see the list of created Lists, where you can edit or delete them.

Add Categories to the List

Next you can start adding Categories to the curated list. Navigate to Curated List Manager Pro → Categories.

On the right part of the screen you can see the form where you need to fill the data. 

Adding a new category is almost the same easy as adding new List. You need to input: 

  • Name - The Category name.
  • Slug - You can write it or leave empty, as it can be generated automatically from the Name.
  • Parent Category - Assign a parent term to create a hierarchy. 
  • Description - Description of the Category.
  • Category link - Clicking on the Category header will direct the user to this link.
  • Lists - Select the List the Category belongs to. The Category can belong to many Lists. If there are no Lists, you will first need to make one. 
  • Color - Change the Category background color from the default. 
  • Category view access - You can choose which users can view the Category. Choose between:
    • All
    • Logged-in users only
    • Registered users with selected roles
    • Personal (category author) access only
    • Default access (based on the plugin's settings)

Then, click Add New Category button. 

On the right part of the screen you can see the list of created Categories, that you can edit or delete.

TIP: Change the Order of Categories

You can change the order of the Categories in the list on the Front-End by dragging and dropping it in the list.
Learn more: CM Curated List Manager (CMCLM) - Organization - Ordering Categories

Now it's time to add Links to the Category. Navigate to Curated List Manager Pro → Links.

Here again - on the right part of the screen you can see the form for filling the data about the Link.

So, you need to fill here the following fields:

  • Name - The name is how it appears on your site.
  • Subtitle - The subtitle is displayed under the name.
  • Description - not shown in many themes, but will show as a tooltip.
  • URL - The destination URL
  • Attachments - You can add up to three additional links. You can change the link box colors from the plugin's settings. They will accompany an icon depending on the file extension.
    For each, you can choose:
    • URL of attachment 1 - Where this additional link will direct to
    • The name of link to attachment 1 - The title that will be displayed
    • Upload file - The file to be uploaded
    • Add attachment - Adding two more additional links.
  • Video URL - You can also add a YouTube or Vimeo URL with each link. The video size is specified in the Plugin Appearance options
  • Image URL - You can also add an image URL with each link. The image size is specified in the Plugin Appearance options
  • Category - Users must also select a category for each link to organize them. Starting from version 1.1.2, it's possible to set more than one category at a time
  • Tags - Can be selected to organize further and provide more information about the link

  • Show checkbox - There is also the option to create a next to the individual link that allows users to mark visited addresses
  • Date - You can set the date that will be displayed under the link. Can be used for the links that are dedicated to some events, for example.

On the right part of the screen you can see the list of created Links that you can edit or delete.

The same way we can add some more links to the Category.

TIP 1: Change the Order of Links

You can change the order of the Links in the list on the Front-End by dragging and dropping it in the list.
Learn more: CM Curated List Manager (CMCLM) - Organization - Ordering Links

TIP 2: How to Add a Link Easily

There is a really simple way how to add Links to the Categories using Bookmarklet.
Learn more: CM Curated List Manager (CMCLM) - Set Up - Adding Links Via Bookmarklet

Display List on a Page or Post

When we created Lists, Categories and added Links, we need to display it on the Front-end. For that we need to put a shortcode [cm_list_manager] on the page or post.

This shortcode can be used with different attributes, if you need to display not the whole curated list, but some definite Categories or Lists.
You can learn more about it: CM Curated List Manager (CMCLM) - Set Up - Adding List to Website (With Shortcode)

Add Tags and Assign Them to Links (Optionally)

Along with categories and sub-categories, Tags are another way for users to organize Links and add important information. Readers are able to search for specific Tags in the curated list to easily find what interests them. 

To create a manage Tags, navigate to Curated List Manager Pro → Tags

As usual - on the left part of the screen you can see the form for adding the data. You need just give the Name for Tag and choose the color. Slug can be generated automatically from the Name. And click the Add New Tag button.

And on the right part of the screen you can see the list of created Tags that you can edit or delete.

TIP: Adding "New" Tag

You can create a tag NEW and configure, that every link would automatically have that tag for definite period of time, and the tag would disappear when that time passes. To do this navigate to Curated List Manager Pro → Options, choose that Tag and choose the Duration.

This is how it looks like on the Front-end

Learn more: CM Curated List Manager (CMCLM) - Organization - Using Tags

End Result

Let's see how the result looks like on the Front-End.

Use Case Front-End


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