Knowledgebase: Tech
New Client Launch
Posted by Brian Stigall on 29 July 2024 11:34 AM

**** Note: If it is a Real Estate IDX launch, make sure to put in a fake API key under > IDX Impress > Settings > General Settings. If client is a new IDX Broker customer and doesn't have IDX Broker set up on a current website, you can add IDX API key and sync site.

  1. Assign Kayako Ticket to yourself
    1. This is so Launch and CS (Launch and Service dept.) know who is working on it
  2. Bring up client in hub
  3. Login to the client’s admin panel
  4. Navigate to the Websites tab
  5. Click orange "New Website” button
    1. Paste company name in website title field
  6. Once website installs, click Orange “Select Template” button
    1. Choose template from list
    2. Save and apply
  7. In Websites screen, click blue edit button for website
    1. Re-save website settings
      1. This pushes the branch info to the website for shortcodes and site title to work
  8. Log into to WordPress site and begin design edits
    1. Update logo
      1. Edit "Header"
      2. Remember to crop, compress, and save as webp
      3. Adjust sizing as necessary
    2. Create Favicon
      1. Create large square version for favicon use
      2. 512 x 512 or as large as possible given file provided
      3. Upload Favicon
        1. Customiser > Settings > Site Identity
    3. Update photos in homeslider , homepage, and subpage header (if exists)
      1. Use webp formats
      2. Add a featured image to the homepage
    4. Modify Color scheme of site to either match logo or colors requested in launch ticket
      1. Settings in Customiser
        1. General > Accent color
        2. General > Headings
        3. General > Text if needed
        4. General > Buttons if needed
      2. Sidebars (if template has background colors on sections)
        1. WordPress Dashboard
          1. Beaver Builder
            1. Templates
              1. Blog Sidebar
              2. Lead Cap Sidebar
              3. Standard sidebar
      3. Footer CTA (if exists)
      4. Quick Quote bar (if exists)
  9. If template has a testimonials section on homepage
    1. Try to find google reviews for client
      1. If they have good google reviews:
        1. Activate plugin “WP Google Reviews Slider”
          1. WordPress Dashboard > WP Google Reviews Slider > Get Google Reviews
          2. Copy/paste google PID into field and save
            1. This can be found several ways
              1. Easiest way is to google company name and address
                1. Click reviews link
                2. Inspect "Write a review" button
                3. get PID from data-pid field
          3. Click “Download Reviews”
          4. Once reviews download (this can take a while and even appear frozen, just check review list to see if reviews have downloaded.)
          5. Click Templates
            1. Click “Add new reviews template”
            2. Setup template
            3. Copy template shortcode
            4. Paste into homepage where testimonial widget is
  10. Admin Panel (Listings, Forms, Marketing Templates, etc…)
    1. Import default real estate listing
      1. 220 Settings > Marketplace Settings
        1. Import tools tab
          1. Select “Listings” in left “Type” drop down
          2. Put account number of applicable account in Account ID field (ex: 2 for mortgage)
          3. Select test listing and import
      2. Marketplace Tab
        1. Real Estate
          1. Publish real estate listing
    2. Edit Forms
      1. Forms Tab
        1. Delete unnecessary forms
        2. Update color scheme of applicable forms
          1. For Mortgage
            1. Today's Rates
            2. Purchase Assistant
            3. Refinance Advisor
            4. Get Started
            5. Find a Realtor
            6. Home Search
            7. Home Value Wizard
            8. Debt Eliminator
            9. Manually edit Quick Quote
              1. Submit button
            10. Manually edit Footer Newsletter (if needed)
              1. Submit button
            11. Manually edit Ask an expert/professional
              1. Submit button
          2. Can set one form to be “Master” in form editing screen
            1. Select forms in “Forms” screen to copy master style to
    3. Marketing Templates
      1. Admin Panel > Marketing tab > Templates
        1. Delete unnecessary templates
          1. Keep only Eblast and Monthly Newsletter
        2. Update logo and colors on templates
        3. Create Newsletter
          1. Click “Newsletter” tab
            1. Set domain
            2. Select “Monthly Newsletter” as template
            3. Click green “Create” button at bottom of page
  11. Finish up and reassign ticket
    1. Log out of Admin Panel
    2. Reassign ticket in Kayako to who created it (or to person specified in ticket if specified)
    3. Make any relevant notes in reply if needed
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