Knowledgebase
Design Update - Old WordPress and Dynamik to New WordPress
Posted by Brian Stigall on 30 July 2024 10:42 AM

Upgrading a site from old WordPress and Dynamik to new WordPress and Builder

  1. Assign Kayako ticket to yourself
  2. Check for any header/footer codes
    1. Client's may have tracking codes, widget codes, etc on site that are in theme settings
      1. Genesis > Theme Settings
        1. Scroll down to "Header and Footer Scripts"
      2. Move code to Admin Panel
        1. Domains
          1. select primary domain
            1. Add code to appropriate section (Header or footer)
  3. Upgrade client's current site to new WordPress
    1. Log into client's admin panel
    2. Click "Websites" tab
    3. Click Green "Eye" button on website to be upgraded
    4. Click Orange "Upgrade" button
    5. Site will update in background
      1. This can take a bit, let it run for 3 or 4 minutes
      2. In the mean time, you can be gathering assets from current site for use on the new site
        1. Logo, etc...
      3. Log into client's old (current) site and see if they are still using connections for listings
        1. If so, these will need to be manually transferred to the admin panel
  4. Once site upgrade has run for several minutes you can log into new site and begin working on it
    1. Edit website settings and assign users to match current website, also add "-NEW" to the Website Title and save
    2. Log into new site's WordPress dashboard
    3. Activate any missing plugins
      1. Open design template you will be upgrading to and match plugins
      2. If there are any plugins client had in old site we might need to install/activate them in the new version of WordPress for their new site
    4. Activate builder child theme
      1. Appearance > Themes
        1. If you only see one theme in this page, just log out of WordPress site and log back in
          1. Not sure if this is caching, or some glitch but logging back in fixes the issue
    5. Update Beaver Builder settings
      1. Settings > Beaver Builder
        1. Modules
          1. Check all but the following:
            1. Basic
              1. Audio
              2. Video
            2. Actions
              1. Contact Form
              2. Login Form
              3. Subscribe Form
            3. Content Modules
              1. Login Form
              2. User Registration Form
              3. Video
              4. Video Gallery
            4. Lead Generation
              1. Contact Form
              2. Subscription Form
            5. Save
        2. Templates
          1. Change to "Enable User Templates Only"
          2. Save
        3. Icons
          1. Check all but"Enable Font Awesome PRO Icons"
          2. Save
        4. Help Button
          1. Uncheck "Enable Help Button"
          2. Save
    6. Rename and change url of homepage in new site
      1. Edit homepage settings and add "-old" to page name and url
    7. Delete Old Beaver Builder Templates, Themer Layouts, Homepage (and empty trash)
      1. Theme Layouts
      2. Templates
      3. Saved Rows
      4. Saved Modules
    8. Import Beaver Builder Templates, Themer Layouts, Homepage, and customizer settings from template client has chosen
      1. Tools > Import
        1. Import the following (assign to User220):
          1. Homepage
          2. Themer Layouts
          3. Templates
    9. Import Customizer Settings
      1. Customizer > Export/Import
        1. "Browse" to template customizer settings to import
          1. Select file and check "Download and Import image files?"
          2. Click "Import"
    10. Change site homepage to newly imported homepage
      1. Customizer > Settings > Homepage Settings
        1. Select "Home" as homepage
    11. Set up template to match new design template
      1. Widgets
        1. Clear old widgets from "Primary Sidebar"
          1. Add "Custom HTML" widget to Primary sidebar
            1. Call in Standard sidebar layout
              1. Add following shortcode
                1. [fl_builder_insert_layout slug="standard-sidebar"]
              2. Save
          2. Create Lead Capture Sidebar
            1. Click Blue "Create a new sidebar" button
              1. Title it "Lead Capture Sidebar"
              2. Click "Create sidebar"
            2. Call in Lead capture sidebar layout
              1. Add following shortcode
                1. [fl_builder_insert_layout slug="lead-cap-sidebar"]
              2. Save
          3. Create Blog Sidebar
            1. Click Blue "Create a new sidebar" button
              1. Title it "Article Sidebar" (DO NOT CALL IT BLOG SIDEBAR, this will cause issues, WordPress Glitch)
              2. Click "Create sidebar"
            2. Call in blog sidebar layout
              1. Add following shortcode
                1. [fl_builder_insert_layout slug="blog-sidebar"]
              2. Save
              3. Set Sidebar location for just blog posts
                1. Click "Sidebar Location" on bottom of widget panel
                  1. Check "As Primary Sidebar for selected Post Types"
                  2. Select "Posts" in dropdown box underneath
                  3. Save Changes
    12. Set template width in Beaver Builder settings
      1. Edit anything (Page, header, etc...) in builder
        1. Click Drop-down arrow in upper left corner (This opens a "Tools" menu)
          1. Click "Global Settings"
            1. Change "Max Width" to match new template choice
            2. Click "Save"
            3. Click "Done" in upper right
            4. Click "Publish" in upper right
  5. Import forms
    1. Admin Panel > Forms > External Forms
      1. Enter account to copy forms from in "Account ID" field and hit Submit Query
        1. 2 for Mortgage
        2. 3 for Real Estate
        3. 4 for Insurance
        4. etc...
    2. Import any missing forms that are missing from template
      1. Ex:
        1. Homepage Quick Quote
        2. Footer Newsletter Sign Up
        3. Etc...
    3. Import any forms being updated to newer versions
  6. At this point it is basically like a new launch with a few more steps
    1. Change logo to client logo
    2. Edit template color scheme as requested in ticket
      1. ex: Match to logo, specific colors, etc...
    3. Unless notated to leave template homepage content in place, fit old homepage content to new template layout
      1. Feel free to break up content into sections of new layout
      2. Copy SEO Tags from old Homepage to new Homepage
      3. Change "old homepage" to Draft mode
  7. If requested in ticket, import any content pages to be updated
    1. ex: Update mortgage content (Loan Options pages
      1. Import Tool in Admin Panel
        1. 220 Settings > Tools
          1. "Copy From"
            1. Select source account
            2. Select source site
            3. Select pages to copy
          2. "To Account(s)"
            1. Select "individual selection"
            2. Enter Client's account id (the account you are logged into)
          3. "To Website(s)"
            1. Select "Individual selection"
            2. Select New Website you are working on
      2. In WordPress Dashboard
        1. Reorganize pages in pages screen to be properly nested
          1. Ex: Nest mortgage content pages you imported under "Loan Programs" page
          2. Ex: Nest insurance quote pages under "Get a quote"
  8. Make sure all pages are set up to match new design
    1. Select proper sidebar if needed
    2. Make sure proper Footer CTA section, or Quick Quote bar is selected
    3. Activate page builder (to display sub-headers and make easier to edit for CS and Clients)
    4. Update shortcodes on forms pages to display new forms
      1. Make sure forms pages have 24px padding all around on module with form on it for mobile
        1. This fixes a display issue on newer iPhone models
    5. Add the 24px padding to listings modules as well
      1. Staff
      2. Local Resources
      3. Recommended Professionals
      4. Real Estate
      5. Any other listing types they might have

 

 

 

 

 

 

 

 

 

 

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