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How to add a new review

The Review workflow is the core of ToolPlaybook. Publishing a review takes ~10-15 minutes once you know the fields. Every field the design uses is exposed in the Review metabox — no plugin required.

Quick version (for someone who's done it before)

  1. Reviews → Add New
  2. Enter the tool's name as the title (e.g. GoHighLevel)
  3. Assign at least one Review Category (right sidebar)
  4. Fill the Review data metabox — every field is optional but the more you fill in, the more the single-review page has to show
  5. Set a Featured Image — becomes the tool logo (square works best). Renders on the single review page and the reviews archive. Not shown on the homepage by design (the homepage cards are text-only).
  6. Publish

The review immediately appears at /reviews/<slug>/, the reviews archive /reviews/, and — if it's the highest-scored — the homepage hero (without the tool logo image).


Field-by-field walkthrough

Open Reviews → Add New. The main editor works like a normal WordPress post. Below the editor you'll see a Meta Boxes panel — click it to expand the Review data section. This is where all the review fields live.

Reviews → Add New (Meta Boxes panel collapsed at the bottom)

Once expanded, the Review data metabox shows every field you can fill in. Not all are required — leave a section empty and the theme silently skips it on the front end.

Review data metabox (fully expanded, empty state)

A cheat sheet of the fields, in the order they appear:

  • Overview — 2–3 sentences that appear as the first block on the review page.
  • Overall score (0–10) + Star rating (1–5, half steps allowed) — the two big numbers everywhere.
  • Short verdict and Card verdict — one-liners for the header/sidebar and for cards on the archive.
  • Affiliate URL + CTA button label — where the CTA links, and what the button says.
  • Starting price line + "Best for" tagline — the two chips next to the tool name.
  • Extra tags (one per line) — free-form pill tags shown alongside the taxonomy category.
  • Hands-on hours + Testing summary + Last tested + Reviewer name — right-column meta.
  • Six sub-ratings — Ease of use, Features, Value, Support, Integrations, Onboarding (each 0–10). Drive the animated horizontal bars.
  • Best thing about it / Worst thing about it — the two coloured one-sentence cards near the top.
  • Pros / Cons (one bullet per line) + optional short-form lists for cards.
  • Pricing rows (repeatable) — Plan name, Price, Who it's for, Highlight this row.
  • "Best for / skip it if" rows (repeatable) — Who + Why.
  • Alternatives (repeatable) — Name, Score, One-liner, Link URL.
  • Screenshots (repeatable) — Attachment ID + Caption.
  • FAQ (repeatable) — Question + Answer, renders as the accordion at the bottom.

Basic identity

  • Title — the tool's name. Used everywhere (hero, cards, breadcrumb).
  • Excerpt (Screen Options → Excerpt checkbox to enable) — the "Overview" paragraphs on the single-review page.
  • Post content (main editor) — the "Full review" deep-dive paragraphs (use bold headings like Setup & first impressions. at the start of each paragraph).

Scores & headline text

  • Overall score — number 0-10, one decimal (e.g. 9.2). Drives the big score everywhere.
  • Star rating — integer 1-5.
  • Short verdict — one-liner shown on cards + sidebar (e.g. "Best all-in-one for agencies that want one bill and white-label resale").
  • Hero verdict (optional) — punchier version for the homepage hero if the short verdict is too long (e.g. "Best all-in-one for agencies that want one bill.").
  • Verdict paragraph — full paragraph shown in the dark verdict box at the bottom of the review.
  • Verdict tagline — small text next to the big score in the dark box. HTML <br> allowed for line breaks.

Meta on the review header

  • "Best for" tagline — neutral pill next to the tool name (e.g. Best for agencies).
  • Extra tags — one per line. Free-form tags shown alongside the taxonomy category (e.g. CRM & automation).
  • Hours tested — right-column meta (e.g. Hands-on: 40+ hours).
  • Last tested — right-column meta (e.g. Jun 2026).
  • Reviewer name — right-column meta (defaults to the post author's name if blank).

Sub-ratings (drive the animated bars)

Six values, each 0-10:

  • Ease of use
  • Features
  • Value
  • Support
  • Integrations
  • Onboarding

These render as horizontal bars that animate on scroll — the bar width is value / 10 * 100%.

Best / worst short takes

  • Best thing about it — one-sentence green card
  • Worst thing about it — one-sentence red card

Pros / cons

  • Pros — one bullet per line. Displays in the "What we liked" column (all lines shown).
  • Cons — same, "What held it back" column.
  • Pros — short form for cards (optional) — 2 lines. Used on the review cards on the homepage/archive if provided. If empty, the first two full-form pros are used.
  • Cons — short form for cards (optional) — same.

Pricing table

Pricing rows is a repeater. Click + Add row to add each plan:

  • Plan name — e.g. Agency Unlimited
  • Price — plain text. To render $97 big with /mo in smaller text, use format $97/mo.
  • Who it's for — one-line description
  • Highlight this row — check to give the row the indigo background (the "featured" pricing tier)

Pricing footnote (optional)

Small grey paragraph shown under the pricing table (e.g. "Prices are illustrative. A 14-day trial is typically available; annual billing usually discounts ~2 months.").

"Best for / skip it if" rows

Repeater. Each row:

  • Who — audience label (e.g. Marketing agencies, Skip it if…)
  • Why — explanation

Alternatives

Repeater. Each entry:

  • Alternative name
  • Score — e.g. 8.7
  • One-liner — short description
  • Link URL (optional) — if set, the card becomes clickable

Screenshots

Repeater. Each entry:

  • Image attachment ID — the ID of an uploaded image in Media Library. Leave empty for a placeholder glyph.
    • To find an image's ID: Media Library → click the image → the URL contains item=<ID>.
  • Caption — short label under the screenshot

Media Library

FAQ

Repeater rendered as the accordion at the bottom of the review. Each entry:

  • Question
  • Answer

Affiliate CTA

  • Affiliate URL — where the CTA buttons link to. The theme auto-adds rel="nofollow sponsored noopener" and target="_blank".
  • CTA button label — e.g. Start a GoHighLevel trial.

Homepage ordering

The homepage's hero scorecard and "Top-scored tools right now" grid both sort by Overall score (descending) automatically. Raise the Overall score on a review to bump it up. No manual ordering field to set.


Publishing checklist

Before hitting Publish:

  • [ ] Overall score set (otherwise the hero/card looks broken)
  • [ ] At least one review category assigned
  • [ ] At least 2 pros + 2 cons (they show on cards)
  • [ ] Verdict long paragraph set (shows in the dark box)
  • [ ] Affiliate URL set (otherwise the CTA links to the homepage)
  • [ ] Featured image set (tool logo)

Once published, load the URL /reviews/<your-slug>/ and check that every section renders. If a section is empty (e.g. no FAQ), the theme silently skips it — nothing looks broken.


The hero scorecard automatically shows the review with the highest Overall score. If you publish a new review that scores higher than the current featured one, the hero updates on the next page load.

The "Top-scored tools right now" grid and the "Featured reviews" sidebar on blog posts both use the same score-DESC ordering. There is no manual override — score is the only lever.


What a published review looks like

Here's the front-end payoff of everything you filled in above — a real single review page:

Front-end: single review

Notice where each field lands: title + Best-for tag chips at the top, Overview immediately below the affiliate disclosure, Rating details bars (each fed by a sub-rating), pros/cons columns, the scorecard sidebar on the right (with Overall score + CTA button), and the Jump-To sidebar under it.


What about the "Jump To" sidebar?

Reviews have a fixed Jump-To sidebar with six hard-coded anchors — not the H2/H3-driven one used on blog posts. The links are:

  • Overview → #overview
  • Rating details → #ratings
  • Pros & cons → #proscons
  • Pricing → #pricing
  • Alternatives → #alts
  • FAQ → #faq

These match the fixed sections the review template renders (in that order). You don't need to add anchors or headings in the editor — the template handles them.

If you write H2s inside a review body, they render normally in the article but do not get added to the Jump-To sidebar. The dynamic H2/H3 TOC is a blog-post-only feature — see the Blog guide.


Reviews archive (front-end)

Once you have a few reviews published, the /reviews/ archive gives visitors a filter row + card grid ordered by Overall score:

Front-end: reviews archive


Managing published reviews

Reviews → All Reviews — the standard WordPress list table, with the tool name, category, and publish date as columns.

Reviews list


Managing review categories

Reviews → Categories — same UI as blog categories. Six terms are seeded on theme activation:

Review Categories

  • CRM Software (crm)
  • Email Marketing (email)
  • SEO Tools (seo)
  • Funnel Builders (funnels)
  • Form Builders (forms)
  • Project Management (pm)

You can add, rename, or delete categories freely — the archive URL is /reviews/category/<slug>/.

ToolPlaybook theme handoff docs