How does 2-way WordPress syncing work?

First,  download your copy of the WordPress plugin here.

Then follow these instructions to  install and activate your WordPress connection to your Audience Ops Calendar account.

Once your WordPress site is connected, here's how 2-way syncing works...

How 2-Way WordPress Sync Works:

Creating new posts

  • When you create a new post in WordPress, a corresponding content item will be created on your AO Calendar.
  • When you create new item in AO Calendar, a corresponding post will be created in WordPress.
  • Notes from AO Calendar only sync initially, so that you can jot down notes/ideas and pass those into WordPress so that they're there once you begin drafting the article. However, this only happens initially.  Going forward, all changes to content in the WordPress post body will stay in WordPress, while all changes to the Notes on this item in Audience Ops calendar will be saved in AO Calendar.  These won't continuously "sync" and overwrite eachother.

Draft / Scheduled / Published Status

  • The status of the post in WordPress will sync with the status of item in Audience Ops Calendar and vice versa.  
  • In AO Calendar, if you change an item's status to "Published", it will cause that post in WordPress to become published (live to the world).
  • If the post is scheduled for a future publish date, then the possible statuses are:
    • "Scheduled" -- it will publish at the specified time
    • "Draft" -- it will not publish at the specified time
  • If the post has a date/time that is in the past, then the possible statuses are:
    • "Published" -- This post is live and viewable to the public.
    • "Unpublished" -- This post was not published on the date/time it was planned for.

Dates

  • If you create a new post in WordPress and do not specify a future publish date, then it will create an item in AO Calendar set to Today at the time the post was created.
  • If you update a post's publish date in WordPress—by scheduling it for a future publish date or changing it to a publish date in the past—this date change will also update on the item in AO Calendar.
  • If you create a new item in AO Calendar, whatever date you set on it will determine the publish date set on the WordPress post.

Permalinks & Edit links

  • Once a post has been created (either in WordPress or in AO Calendar), it's WordPress permalink will be synced to the permalink saved in AO Calendar.
  • When a post is still unpublished, the permalink saved in AO Calendar will use the WordPress default permalink structure (.../?p=123), which may be different from the permalink shown in the WordPress editor.  This is only temporary.  Once post has published, the permalink shown in AO Calendar will match the permalink shown in WordPress.
  • Once a post has been created (either in WordPress or in AO Calendar), in AO Calendar, you'll see a handy "Edit in WordPress" button.  This will take you straight to the edit page for this post in WordPress.
  • Once a post has been created (either in WordPress or in AO Calendar), in WordPress, you'll see a handy "View this item on your Calendar" button.  This will take you straight to the viewing the item in Audience Ops Calendar.

How to exclude an item from syncing to WordPress

If you have any items in AO Calendar that you do not want to sync to WordPress, you can exclude those individual from syncing by opening that item in AO Calendar, click it's "Settings" tab, then check the box for "Do not sync updates to this item in WordPress":

If you need to connect a WordPress post that was previously disconnected (or never connected) to AO Calendar, you can do so by editing that WordPress post and finding the button "Sync to Calendar".  Click that to automatically create this item in AO Calendar and sync the two going forward.

Initially syncing your past WordPress posts with Audience Ops Calendar

When you initially install and activate the WordPress plugin, it will not sync all of your past blog posts / create items for those in AO Calendar.  It will only sync newly created posts going forward.

If you wish to sync WordPress posts that were created before the time you connected AO Calendar, you can do so by manually editing each blog post and click "Sync to Calendar".

Or, you can do this in bulk for multiple posts at once by viewing your Posts list in WordPress, select "Bulk edit", then changing the Audience Ops Calendar sync option to "Connect to Calendar" and save.