Setting Up a WordPress Site for Clients

Configuring a WordPress Site for Clients

When you create a new WordPress site using the CRM's hosting feature, the system automatically installs a proprietary integration plugin. This plugin links your WordPress site directly to your CRM account. You can check the connection status of this plugin from within the WordPress dashboard provided by the CRM.

Creating a New WordPress Site

Before you begin, ensure you have purchased the WordPress hosting feature available under the Sites tab in your CRM. Once this is done, you can start the setup process.

1. Click the "+ Create Site" button.
2. Choose your preferred method: building a site from scratch, using a pre-designed template, or cloning an existing site.
3. Provide the necessary details for the site and the primary user.
4. The installation process typically takes 2 to 5 minutes to complete.

After installation, you will have access to the WordPress dashboard, user management tools, backup and restore functions, and additional settings.

Using the WordPress Dashboard

The dashboard is your central hub for managing the site. From here, you can access the site's front end and the admin portal. You can also manage your primary domain and add any additional domains. If you need to move an existing WordPress site to the CRM, you can use the dedicated migration plugin or request free migration assistance. The dashboard also provides an option to refresh the site's cache with a single click.

User Management

This section allows you to manage all users who have access to the WordPress site, including adding new users and adjusting their permissions.

Backup & Restore

The system automatically creates daily backups of your site at 5:00 AM CST, which are stored for 30 days. You also have the option to create a manual backup at any time if needed.

Advanced Settings

In the Advanced Settings area, you can manage several important features:

• FTP Access: Configure file transfer protocol settings.
• Communication Settings: Adjust how the site communicates with other services.
• Cache Management: Access tools to manage your site's caching.
• WordPress Debugging: Enable or disable this tool to view PHP error messages and developer notifications.
• Server Settings: Manage your WordPress database directly using phpMyAdmin.

Adding an Additional Domain

When your site is ready to go live, you can connect your custom domain. For detailed, step-by-step instructions on this process, please refer to our dedicated article on connecting a domain to a WordPress site.

Common Issues and Troubleshooting

If you encounter problems during setup, here are some common solutions:

• Plugin Not Installing: Confirm you have administrator access to the site and check for any hosting restrictions.
• Site Not Displaying Widgets Correctly: Clear the cache from your plugins, server, or CDN. Temporarily deactivate other plugins to check for conflicts.
• Connection Errors: Double-check your login credentials and ensure you have selected the correct location or account within your CRM.

Frequently Asked Questions

Q: Can I use the same domain for two different locations in my CRM?
A: No, a domain or subdomain cannot be active in two different locations at the same time.

Q: How do I update my primary domain?
A: You can update the primary domain only after you have successfully added an additional domain first.

Q: I've added the DNS records, but my domain still isn't connecting. What's wrong?
A: This can happen for several reasons:

• A typo in the domain name.
• DNS changes are still propagating; wait a few hours and try again.
• Incorrect DNS configuration; contact your domain provider for support.
• Conflicting DNS records (e.g., both a CNAME and an A record for the same subdomain); remove the duplicate record.

Q: Why can't I connect my root domain (e.g., mydomain.com)?
A: Ensure there are no conflicting A, AAAA, or TXT records for the root domain if you intend to use it for WordPress.

Q: How many WordPress sites can I have per account?
A: You can create as many sites as you need under a single account; there are no limits.

Q: How do I cancel a client's WordPress subscription?
A: To start the cancellation process, navigate to the "Delete Site" option located in the Advanced Settings of your WordPress Dashboard.