Files
craig 6eff12e8ac Initial commit — SEO Guidelines & SmartCrawl reference
SmartCrawl plugin reference (11 docs):
- Overview, configuration, titles & meta, schema, sitemaps,
  social/OG, redirects, breadcrumbs, content analysis,
  hooks/filters, known issues

SEO strategy playbook (6 docs):
- Keyword research, per-page-type selection, on-page optimization,
  local SEO, technical SEO, content strategy

Reusable templates (3):
- Site audit checklist, keyword research worksheet,
  page optimization checklist

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-17 13:32:17 -05:00

231 lines
7.3 KiB
Markdown

# SmartCrawl Configuration Guide
Module-by-module setup with recommended settings for production WordPress sites.
## Initial Setup
### 1. Install and Activate
Install SmartCrawl from the WordPress plugin repository or upload the WPMU DEV Pro version. On activation, the Setup Wizard launches.
### 2. Setup Wizard
The wizard enables all modules by default. Recommended approach:
- **Run the wizard** — accept all defaults
- **Then configure each module** per the sections below
- **If migrating from another SEO plugin** (Yoast, Rank Math, AIOSEO): use the Import tool in Settings to pull in existing titles, descriptions, and meta data before making changes
### 3. Conflict Check
SmartCrawl detects other SEO plugins. **Never run two SEO plugins simultaneously** — they will output duplicate meta tags. Deactivate the old plugin after importing its data.
---
## Module: Titles & Meta
See [titles-and-meta.md](titles-and-meta.md) for the full macro reference.
### Recommended Global Settings
**Homepage:**
```
Title: %%sitename%% %%sep%% [Primary service/value proposition]
Description: Hand-write this — 150-160 characters, include primary keyword + CTA
```
**Posts:**
```
Title: %%title%% %%sep%% %%sitename%%
Description: %%excerpt%% (override per-post for important pages)
```
**Pages:**
```
Title: %%title%% %%sep%% %%sitename%%
Description: Leave blank at template level — hand-write per page
```
**Categories/Tags:**
```
Title: %%term_title%% %%sep%% %%sitename%%
Description: %%term_description%%
```
**Separator:** Use `|` or `—` (clean, modern look in SERPs)
### Key Settings
- **Noindex tag archives** unless your tags have substantial unique content
- **Noindex author archives** on single-author sites (duplicate of your posts page)
- **Noindex paginated archives** (`/page/2/`, `/page/3/`) — thin content
- **Check custom post types** — WooCommerce products, portfolio items, etc. must be explicitly enabled
---
## Module: Social (Open Graph & Twitter)
### Global Settings
| Setting | Recommendation |
|---------|---------------|
| Default OG Image | Set a branded fallback image (1200x630px) |
| Facebook OG | Enable for all post types |
| Twitter Cards | Enable — use `summary_large_image` card type |
| Pinterest Verification | Add your Pinterest meta tag if applicable |
### Per-Post Type Settings
- **Posts/Pages:** Enable OG and Twitter, use post title and excerpt as defaults
- **Products (WooCommerce):** Enable the "WooCommerce Product Open Graph" toggle — auto-adds `og:type=product`, price, availability
- **Custom post types:** Enable and verify OG tags render correctly
### Per-Post Overrides
For important pages, always set custom OG title, description, and image:
- OG title can differ from the SEO title (e.g., more engaging/clickable for social)
- OG image should be exactly **1200x630px** for best rendering across platforms
- OG description can be longer than meta description (up to ~300 characters)
---
## Module: Sitemap
### Recommended Settings
| Setting | Value |
|---------|-------|
| XML Sitemap | Enable |
| Include post types | Posts, Pages, Products, and any public custom post types |
| Include taxonomies | Categories (yes), Tags (only if indexable), custom taxonomies |
| Image Sitemap | Enable — helps with Google Images indexing |
| Google News Sitemap | Enable only if the site publishes news-style content |
| Notify search engines | Automatic mode |
### Exclusions
Exclude from sitemap:
- Thank you / confirmation pages
- Internal-use pages (login, dashboard, etc.)
- Any page set to `noindex`**SmartCrawl does not do this automatically**
- Thin content pages with little SEO value
### Important Notes
- Sitemap is limited to **1,000 most recent posts** to prevent memory errors
- After making sitemap changes, use the **"New Crawl" button** to notify Google
- Verify your sitemap loads at `yoursite.com/sitemap.xml`
- Submit the sitemap URL in Google Search Console
---
## Module: Schema / Structured Data
See [schema-markup.md](schema-markup.md) for the full type reference.
### Recommended Setup
1. **Organization Schema** — Enable globally with:
- Business name, logo, contact info
- Social media profile URLs
- Same-as links to directory listings
2. **LocalBusiness Schema** — For local businesses, add with:
- Full NAP (name, address, phone)
- Opening hours
- Geo coordinates
- Area served
- Appropriate subtype (60+ available)
3. **Article/WebPage Schema** — Default for posts and pages respectively
4. **Per-page schema** — Add specific types where applicable:
- **FAQ** on pages with Q&A content
- **Event** on event listing pages
- **Course** on educational offerings
- **Product** on WooCommerce products (auto-handled)
5. **Validate schema** at [Google Rich Results Test](https://search.google.com/test/rich-results) after deploying
---
## Module: Redirects
See [redirects.md](redirects.md) for the full reference.
### Quick Setup
- Enable the Redirects module
- Set default redirect type to **301 (Permanent)**
- Enable **"Auto-redirect deleted posts"** (v3.9.0+) to catch deleted content
- Import any existing redirects from `.htaccess` or a previous plugin
---
## Module: Content Analysis
See [content-analysis.md](content-analysis.md) for scoring details.
### Recommended Approach
- **Always set a focus keyword** for every published page/post
- Use **up to 3 keywords** per page (1 primary + 2 secondary)
- Aim for **all green checks** on the SEO analysis tab
- Target a **Flesch-Kincaid readability score of 60-70** (8th-grade level)
- Don't chase a perfect score at the expense of natural writing
---
## Module: Breadcrumbs
See [breadcrumbs.md](breadcrumbs.md) for implementation details.
### Quick Setup
1. Enable Breadcrumbs in the Advanced Tools module
2. Add `[smartcrawl_breadcrumbs]` shortcode to your theme template or use the PHP function
3. Choose a separator (` > ` or ` / ` are most common)
4. Verify the breadcrumb trail renders correctly and the schema output validates
---
## Module: Robots.txt (Pro Only)
### Recommended Content
```
User-agent: *
Allow: /
Disallow: /wp-admin/
Allow: /wp-admin/admin-ajax.php
Sitemap: https://yoursite.com/sitemap.xml
```
**Important:** Use full absolute URLs for sitemap directives.
**Do not block CSS/JS files** — Google needs them to render pages for mobile-first indexing.
---
## Settings: Import/Export
- **Export** your SmartCrawl configuration as JSON after setting up a site
- **Import** that configuration when setting up similar sites to save time
- Settings are transferable between sites but **titles/descriptions are templates, not content** — they'll adapt to each site's content via macros
---
## Post-Setup Checklist
After configuring SmartCrawl:
- [ ] Run the **SEO Health Checkup** and address all red/yellow items
- [ ] Verify `sitemap.xml` loads and is submitted in Google Search Console
- [ ] Check 5-10 key pages for correct title tags and meta descriptions (view source)
- [ ] Verify Open Graph tags render correctly (use [Facebook Sharing Debugger](https://developers.facebook.com/tools/debug/))
- [ ] Validate schema markup with [Google Rich Results Test](https://search.google.com/test/rich-results)
- [ ] Check robots.txt at `yoursite.com/robots.txt`
- [ ] Confirm no duplicate SEO plugins are active
- [ ] Set focus keywords on all priority pages