This guide explains how to use our Integrated Video Tutorials plugin to embed all the high-quality videos from our WordPress for Beginners training library. Video playlists can be embedded in the Contextual Help box anywhere in your admin area, or anywhere on the frontend of your site, or both.

You can also create and add your own custom training videos and even custom playlists. The plugin is a powerful tool for onboarding new users, improving admin skills, and reducing support requests.

RECOMMENDED READING

Our blog post,  Get the Most Out of Integrated Video Tutorials, provides an overview of each video in the library.

Use the Index on the left to quickly locate usage guidance on specific features.

If you haven’t installed the Integrated Video Tutorials plugin yet, then you should visit the plugin page, where you can explore the plugin’s many features, download the free version, and where WPMU Dev members can install Integrated Video Tutorials directly to any connected site.

9.1 Dashboard

The Integrated Video Tutorials Dashboard screen gives you an overview of recently added videos and playlists, as well as handy buttons to jump to the corresponding admin screens where you can add your own custom videos and/or playlists. Click the gear icon for any video or playlist to reveal quick links to options for each. See the Videos or Playlists sections below for more info on those options.

Integrated Video Tutorials dashboard overview

Note that the first time you visit this screen, you will be prompted to install and/or log into the WPMU DEV Dashboard plugin if you haven’t already. This is required as the Integrated Video Tutorials work through our API which is only available with the WPMU DEV Dashboard plugin installed.

Install WPMU DEV Dashboard to access Integrated Video Tutorials

9.2 Videos

The Videos screen is where you’ll manage all the videos you make available to your users in your playlists. The overview section at the top of this screen provides quick info about the total number of videos available, the most recently updated video, most recently used video host and most recent custom video. There’s also a search box so you can quickly locate a specific video without having to scroll through the entire list.

Video overview in Integrated Video Tutorials

9.2.1 Available Videos

The Available Videos section lists all videos currently available to use in your playlists, including any custom videos you may have added.

Available videos in Integrated Video Tutorials

Use the quick edit buttons next to any video title to add it to an existing playlist, edit the video title or copy the video shortcode to embed it anywhere on the frontend of your site.

Quick edit options for videos in Integrated Video Tutorials

To preview a video, click on its title. You’ll find the same editing options there as well.

Preview a video in Integrated Video Tutorials

9.2.2 Add to playlist

Clicking the Add to Playlist button in either of the options above will open a modal where you can select the playlist(s) where you want to include the video. Any custom playlists you create in the next section will appear in this modal as well. Select the playlist(s) you want and click Add to Playlist to finish.

Add video to playlist in Integrated Video Tutorials

9.2.3 Edit Title

Clicking the Edit Title button in either option above will open a modal where you can edit the video title that appears beneath the video wherever the video appears in your admin area. Note that when a video is embedded on the frontend, this title does not appear with the video, so you’ll want to keep that in mind if embedding on frontend pages.

Edit video title in Integrated Video Tutorials

9.2.4 Copy Shortcode (Videos)

The Copy Shortcode option does exactly that; it simply copies the video shortcode to your clipboard so you can embed the video anywhere you like on the frontend of your site wherever shortcodes can be used. So you can create frontend pages with tutorial videos, or even have them embedded in popups wherever appropriate if you like.

Each video shortcode is unique and specific to that video, and would look like this example:

[wpmudev-video video="install-plugin"]

Note that if you have added custom videos, their shortcodes would include the video ID instead of the name and would look like this example instead:

[wpmudev-video video="253"]

9.2.5 Add a Custom Video

To add your own custom video, start by clicking the Add Custom Video button at the top-left of the Videos screen.

Add custom video in Integrated Video Tutorials

That will open a modal where you’ll first select the source where your custom video is hosted. At this time, only YouTube, Vimeo and Wistia are supported as hosts for your custom videos. Select the source and click the Continue button.

Select source of custom video in Integrated Video Tutorials

Enter the URL to the video as provided by the host and click the Add Video button. You can either copy the URL directly from your browser’s address bar, or use the Share option at the video host to use the shortlink they provide.

Enter URL to custom video in Integrated Video Tutorials

ou should then see the preview of your custom video with a few additional options below. Configure the options you need and click the Continue button.

  • Settings – Optionally select the time the video should start and/or end at.
  • Thumbnail image – Optionally upload a custom image to use as the video thumbnail instead of the one provided with the video.
Custom video options in Integrated Video Tutorials

The final screen of this modal will give you the option to add your custom video to any existing playlist(s) right away, including any custom playlist(s) you may have already created.

Click in the Choose Playlist field and select the playlist(s) you want add your custom video to, and click the Publish button to finish. If you don’t want to add your custom video to any playlist at this time, just click the Publish button without selecting any playlists.

Add custom video to playlist in Integrated Video Tutorials

You’ll then see your custom video successfully added to the list of Available Videos along with all the ones we provide.

Custom video added in Integrated Video Tutorials

Once added, your custom video can be edited in the same manner as any default video by selecting the appropriate option under the gear icon for that video.

To delete any custom video you have added, click the Delete option under the gear icon for that video. Note that only custom videos you have added can be deleted; the default videos included with the plugin cannot be deleted.

Delete a custom video in Integrated Video Tutorials

9.3 Playlists

The Playlists screen is where you’ll manage all your video playlists. This is also where you assign playlists to various areas in your admin so they appear in the Contextual Help box wherever you want them. The overview section at the top of this screen provides quick info about the total number of playlists, as well as the most recently created and most recently updated playlists.

Playlists overview in Integrated Video Tutorials

You’ll see there are a number of pre-configured playlists for your convenience that you can start using right away, customize to your preference, or delete. You can also add your own custom playlists here.

Available playlists in Integrated Video Tutorials

Click the title of any playlist to reveal the videos currently included in it, or click the gear icon of any one to reveal options for that playlist.

Playlist details in Integrated Video Tutorials

9.3.1 Edit a playlist

Click the Edit option to pop open a modal where you can customize the playlist name, description and thumbnail image if desired. Click the Save Changes button when you’re done editing.

Edit playlist details in Integrated Video Tutorials

9.3.2 Add videos to a playlist

To add a new video to a playlist, click the Add Videos option under the gear icon, or the Add Video button at the bottom of the playlist.

Add video to playlist in Integrated Video Tutorials

That will open a modal where you need only click the Add button for any video(s) you want to add to the playlist. You can use the search box at the top to search for any video without having to scroll through the entire list. Videos already in the playlist will appear with an Added button next to them.

Select videos to add to playlist in Integrated Video Tutorials

You can also quickly remove any video from the playlist here by hovering your mouse over any Added button to change it to Remove, then click it.

Remove video from playlist in Integrated Video Tutorials

Once you’re done adding or removing videos from the playlist, scroll to the bottom of the modal and click the Add Videos button there to save your changes.

Save videos added to playlist in Integrated Video Tutorials

9.3.3 Visibility settings

The visibility settings in each playlist enable you to set which user roles can view that playlist, and where that playlist appears in the Contextual Help box in your admin area. To adjust these settings, click the Visibility settings option under the gear icon.

Playlist visibility settings in Integrated Video Tutorials
Edit playlist visibility settings in Integrated Video Tutorials

That will open a modal where you’ll see visibility Permissions and Location options.

  • Permissions – The Permissions section lists all the user roles available on your site. Check the roles you wish to have access to view the playlist. By default, the Administrator role is pre-selected and cannot be de-selected (in multisite installs, the Super-Admin role is also pre-selected).
  • Location – Click in the Locations field and select the admin area screens where you want this playlist to appear in the Contextual Help box.

Click the Save Changes button to finish.

Edit playlist visibility settings in Integrated Video Tutorials

IMPORTANT

Note that the “Add Videos to Contextual Help” option must be enabled in Settings > Display Settings for anything you do here to have any effect. If that option is not yet enabled, you will see the alert below.

Visibility settings alert in Integrated Video Tutorials

9.3.4 Copy Shortcode (Playlists)

The Copy Shortcode button does exactly that; it simply copies the playlist shortcode to your clipboard so you can embed the playlist anywhere you like on the frontend of your site wherever shortcodes can be used. So you can create frontend pages with the all videos in your playlist included by adding just one shortcode.

Each playlist shortcode is unique and specific to that playlist, and would look like this example:

[wpmudev-video group="gutenberg"]

9.3.5 Add a Custom Playlist

To add your own custom playlist, start by clicking the Create Playlist button at the top-left of the Playlists screen.

Add custom playlist in Integrated Video Tutorials

That will open a modal where you’ll see the following options:

  • Playlist name – Enter the name you wish to appear when embedding your custom playlist.
  • Playlist description – Optionally enter the playlist description.
  • Playlist thumbnail image – You can upload a custom image to use as the playlist thumbnail. If no image is uploaded, the plugin’s default playlist image will be used.
Custom playlist options in Integrated Video Tutorials

Click the Continue button to proceed to the next step where you’ll see that adding videos to your custom playlist as just like adding them to an existing default playlist.

Click the Add button for any video(s) you want to add to the playlist. You can use the search box at the top to search for any video without having to scroll through the entire list. Videos already in the playlist will appear with an Added button next to them.

Select videos to add to custom playlist in Integrated Video Tutorials

You can also quickly remove any video from the playlist here by hovering your mouse over any Added button to change it to Remove, then click it.

Once you’re done adding or removing videos from the playlist, scroll to the bottom of the modal and click the Create Playlist button there to save your new custom playlist. (If you’re editing an existing custom playlist, this button will say Add Videos.)

Save videos added to custom playlist in Integrated Video Tutorials

Once added, your custom playlist can be edited in the same manner as any default playlist by selecting the appropriate option under the gear icon for that playlist.

To delete any custom playlist you have added, click the Delete option under the gear icon for that playlist. Note that only custom playlists you have added can be deleted; the default playlists included with the plugin cannot be deleted.

9.4 Settings

The Settings section is where you’ll find all the options that apply to the plugin interface itself.

9.4.1 Display Settings

These settings determine how your videos should display in the admin area of your site.

Tutorials Tab
Enable this option if you want all videos and playlists to be accessible on one screen in your admin area.

  • Choose the location of the videos page in the admin menu – You can choose to display all videos either under the WordPress Dashboard menu item, or as its own top-level menu item.
  • Show the tutorials tab in the WP Admin sidebar – For either of the above options, you can set the menu title that will appear as your tutorial videos menu item.

Help Videos
Enable this option to have the videos appear in the Contextual Help boxes according to the configurations you set in the Visibility settings for your playlists.

Note that you can both of the above options enabled so your videos appear both on their own screen and in the Contextual Help boxes wherever you want them.

Display settings in Integrated Video Tutorials

9.4.2 Permissions

The Permissions settings enable you to select the user roles who can access and edit the plugin settings. By default, the Administrator role is pre-selected and cannot be de-selected, but you can grant permissions to any other role as well if desired.

User role permissions in Integrated Video Tutorials

9.5 Get Support

After reading this guide, if you still have questions regarding Integrated Video Tutorials, don’t hesitate to start a live chat with our support Superheroes or submit a support ticket using the Support tab of your WPMU Dev Dashboard.

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