New Client Launch
Posted by Brian Stigall on 29 July 2024 11:34 AM
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**** 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.
- Assign Kayako Ticket to yourself
- This is so Launch and CS (Launch and Service dept.) know who is working on it
- Bring up client in hub
- Login to the client’s admin panel
- Navigate to the Websites tab
- Click orange "New Website” button
- Paste company name in website title field
- Once website installs, click Orange “Select Template” button
- Choose template from list
- Save and apply
- In Websites screen, click blue edit button for website
- Re-save website settings
- This pushes the branch info to the website for shortcodes and site title to work
- Log into to WordPress site and begin design edits
- Update logo
- Edit "Header"
- Remember to crop, compress, and save as webp
- Adjust sizing as necessary
- Create Favicon
- Create large square version for favicon use
- 512 x 512 or as large as possible given file provided
- Upload Favicon
- Customiser > Settings > Site Identity
- Update photos in homeslider , homepage, and subpage header (if exists)
- Use webp formats
- Add a featured image to the homepage
- Modify Color scheme of site to either match logo or colors requested in launch ticket
- Settings in Customiser
- General > Accent color
- General > Headings
- General > Text if needed
- General > Buttons if needed
- Sidebars (if template has background colors on sections)
- WordPress Dashboard
- Beaver Builder
- Templates
- Blog Sidebar
- Lead Cap Sidebar
- Standard sidebar
- Footer CTA (if exists)
- Quick Quote bar (if exists)
- If template has a testimonials section on homepage
- Try to find google reviews for client
- If they have good google reviews:
- Activate plugin “WP Google Reviews Slider”
- WordPress Dashboard > WP Google Reviews Slider > Get Google Reviews
- Copy/paste google PID into field and save
- This can be found several ways
- Easiest way is to google company name and address
- Click reviews link
- Inspect "Write a review" button
- get PID from data-pid field
- Click “Download Reviews”
- Once reviews download (this can take a while and even appear frozen, just check review list to see if reviews have downloaded.)
- Click Templates
- Click “Add new reviews template”
- Setup template
- Copy template shortcode
- Paste into homepage where testimonial widget is
- Admin Panel (Listings, Forms, Marketing Templates, etc…)
- Import default real estate listing
- 220 Settings > Marketplace Settings
- Import tools tab
- Select “Listings” in left “Type” drop down
- Put account number of applicable account in Account ID field (ex: 2 for mortgage)
- Select test listing and import
- Marketplace Tab
- Real Estate
- Publish real estate listing
- Edit Forms
- Forms Tab
- Delete unnecessary forms
- Update color scheme of applicable forms
- For Mortgage
- Today's Rates
- Purchase Assistant
- Refinance Advisor
- Get Started
- Find a Realtor
- Home Search
- Home Value Wizard
- Debt Eliminator
- Manually edit Quick Quote
- Submit button
- Manually edit Footer Newsletter (if needed)
- Submit button
- Manually edit Ask an expert/professional
- Submit button
- Can set one form to be “Master” in form editing screen
- Select forms in “Forms” screen to copy master style to
- Marketing Templates
- Admin Panel > Marketing tab > Templates
- Delete unnecessary templates
- Keep only Eblast and Monthly Newsletter
- Update logo and colors on templates
- Create Newsletter
- Click “Newsletter” tab
- Set domain
- Select “Monthly Newsletter” as template
- Click green “Create” button at bottom of page
- Finish up and reassign ticket
- Log out of Admin Panel
- Reassign ticket in Kayako to who created it (or to person specified in ticket if specified)
- Make any relevant notes in reply if needed
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