• Make sure user is added to Hub
  1. If user isn't in hub gather info from whoever requested landing page built and add to hub
  2. This information will be dynamically pulled into landing page
     1. Full Name
     2. Email Address
     3. Title
     4. Department classification
     5. If picture provided add photo
     6. Add LinkedIn link if provided
        1. If not provided use 220's link: https://www.linkedin.com/company/220-marketing
• Add user to account #1
  1. Log into account #1
     1. Admin Panel > Settings > Users
     2. Click Green "Add User" button
     3. Select user from "Select Existing 220 User" list
     4. Don't send password
     5. Don't Make Admin
     6. Click "Create User"
• Create Branch for user and site
  1. Admin Panel > Settings > Branches
     1. Click green "Add Branch" button
     2. Title format: 220 Marketing - FirstName LastName
     3. Don't select domain, this will be set when site created, come back later
     4. Branch Email: User's email
     5. Primary Phone: 619.758.9696
     6. Address:
        1. 3405 Kenyon Street
        2. Suite #211
        3. San Diego
        4. CA
        5. 92110
     7. Time Zone: Pacific
     8. Set Primary User to proper agent
     9. Save
• Create domain
  • Nomenclature
    
    • firstname-lastname.our220.com
  • Website
    • Set to:
      • Default Template  - Expert Marketing Consultant (WordPress 5.4.2)
  • Domain User
    • Set to Agent (might have to add domain, then re-edit to see field once domain is created)
  • Branch
    • Set to:
      • Branch created for agent
  • Click "Add" (Green button at bottom)
• Assign domain to branch
  • Go back to branch you created and set domain to one created
• Verify page works and info is displaying correctly
• Set Form Autoresponders
  1. Admin Panel > Forms
     1. search for: 220 Agent
        1. edit form settings for:
           1. 220 Agent Local Scan Tool
           2. 220 Agent Get Started
           3. 220 Agent Refer A Friend
           4. 220 Agent Free Consultation
        2. Click Blue "Gear Icon" button for form
        3. Click Blue "Autoresponders" button
        4. Select matching autorepsonder
        5. Scroll down, usually at bottom of list, find branch for user you created
           1. ex: if on 220 Agent Local Scan Tool select "Agent Landing Page - Local Scan Tool"
        6. Click Green "Save" button
• Set form Lead Distribution
  1. Admin panel > Leads
  2. Set "Default Lead Assignment Settings"
  3. Click Lead Distribution tab (on right)
     1. This page might take a bit to load
     2. Select branch you created in Branch drop-down (usually last in list)
     3. Lead Assignment: set to user you created
     4. Additional Email and Text Notifications:
        
        1. if salesperson set to "Sales Managers"
        2. if anything else set to Sam Harvison
        3. or if something else requested
• Done! Provide URL of landing page to person requesting page build

******** End New process for domain user based landing pages ********

Landing pages for 220 employees

Template: https://1-4577.our220.com/

1. Make sure user is added to Hub
   1. If user isn't in hub gather info from whoever requested landing page built and add to hub
   2. This information will be dynamically pulled into landing page
      1. Full Name
      2. Email Address
      3. Title
      4. Department classification
      5. If picture provided add photo
      6. Add LinkedIn link if provided
         1. If not provided use 220's link: https://www.linkedin.com/company/220-marketing
2. Add user to account #1
   1. Log into account #1
      1. Admin Panel > Settings > Users
      2. Click Green "Add User" button
      3. Select user from "Select Existing 220 User" list
      4. Don't send password
      5. Don't Make Admin
      6. Click "Create User"
3. Create Branch for user and site
   1. Admin Panel > Settings > Branches
      1. Click green "Add Branch" button
      2. Title format: 220 Marketing - FirstName LastName
      3. Don't select domain, this will be set when site created, come back later
      4. Branch Email: User's email
      5. Primary Phone: 619.758.9696
      6. Address:
         1. 3405 Kenyon Street
         2. Suite #211
         3. San Diego
         4. CA
         5. 92110
      7. Time Zone: Pacific
      8. Save
4. Launch Website
   1. Admin Panel > Websites
      1. Click Orange "New Website" button
      2. Domain Type: select "Assign a Temporary Sub-domain"
         1. Change "ReplaceThisPart" to UserFirstName-UserLastName
            1. ex: trevor-niarchos.our220.com
      3. Website title format: UserFirstName UserLastName - UserTitle
         1. ex: Anthony Carpico - Social Media Specialist
         2. ex: Trevor Niarchos - Expert Marketing Consultant
         3. ex: Josh Shute - Advanced Marketing Consultant
      4. Branch
         1. Select branch created in previous step
            1. (Usually the last one in the list)
      5. Click Orange "Launch" button
5. Set "Domain User"
   1. (This determines who's info and picture display on the page)
   2. Admin Panel > Settings > Domains
      1. Edit domain you created for website
      2. Domain User: Select user page will be for
      3. Save
6. Set domain at branch level
   1. Admin Panel > Settings > Branches
   2. Edit branch and select domain cor site
7. Apply Template to website
   
   1. Admin Panel > Websites > Edit site you created
   2. Select Template
      1. Select: "Default Template - 220 Agent Landing Page"
   3. Once site template applies re-save website info and login to WordPress site
      1. Disable Speed Bump Message
   4. Right hand site of page will only show logo
      
      1. edit page in builder and click on empty module below logo
      2. save module and tabs will appear
   5. Verify that all info, links, and image are coming in properly
      1. Profile photo (if uploaded in user screen)
      2. Name
      3. Title
      4. Phone number
      5. Email Me link
8. Set Form Autoresponders
   1. Admin Panel > Forms
      1. search for: 220 Agent
         1. edit form settings for:
            1. 220 Agent Local Scan Tool
            2. 220 Agent Get Started
            3. 220 Agent Refer A Friend
            4. 220 Agent Free Consultation
         2. Click Blue "Gear Icon" button for form
         3. Click Blue "Autoresponders" button
         4. Select matching autorepsonder
         5. Scroll down, usually at bottom of list, find branch for user you created
            1. ex: if on 220 Agent Local Scan Tool select "Agent Landing Page - Local Scan Tool"
         6. Click Green "Save" button
9. Set form Lead Distribution
   1. Admin panel > Leads
   2. Set "Default Lead Assignment Settings"
   3. Click Lead Distribution tab (on right)
      1. This page might take a bit to load
      2. Select branch you created in Branch drop-down (usually last in list)
      3. Lead Assignment: set to user you created
      4. Additional Email and Text Notifications:
         
         1. if salesperson set to "Sales Managers"
         2. if anything else set to Sam Harvison
         3. or if something else requested
10. Done! Provide URL of landing page to person requesting page build

1. Assign Kayako ticket to yourself
2. Check for any header/footer codes
   1. There shouldn't be any code in theme/site, but it's good to double check
   2. Client's may have tracking codes, widget codes, etc on site that are in theme settings
      1. Customizer > Code
         1. Check:
            
            1. Head Code
            2. Header Code
            3. Footer Code
      2. Move code to Admin Panel
         1. Domains
            1. select primary domain
               1. Add code to appropriate section (Header or footer)
3. Launch a new site on account
   1. Websites tab
      1. Click Orange "New Website" button
      2. Name same as current site and append "- NEW" to end of site name
   2. Copy current site as template
      1. Websites tab
         1. Select new site you just launched
         2. Click Orange "Select Template" button
         3. Change "Copy Option" drop-down to Websites
         4. Enter Client Account ID into field and click Green "Select This Account" button
         5. Click Blue "Select This Template" button for old (current) site
4. Once template selection 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 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
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

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

*** Once a global field has been added to a form, it will become a local entity on that form if you edit it ***

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