Wordpress Overview

Introduction:

The CRM brings an all-inclusive solution for your website needs, offering a unique feature to host and manage WordPress websites. This guide aims to provide you with a detailed overview of this feature, ensuring you can maximize its potential.

What is the WordPress Hosting Feature in the CRM?

The CRM’s WordPress hosting allows you to host and manage your WordPress website seamlessly within its platform. Alongside this, you can efficiently run your marketing activities and sheets, integrating them all under one digital roof. Powered by the Google Cloud, the CRM ensures speed, security, and reliability for your websites.

Setting Up Domains:

Accessing the Feature: Navigate to 'Sites' in your dashboard, and here you'll find the 'WordPress' option.

Domain Integration: Once you've initiated WordPress hosting, the next step is to integrate your domain. Update the DNS settings of your desired domain to direct traffic to the CRM's servers. You can also set your primary domain and add up to five additional domains.

Restoring and Backing Up WordPress Instances:

Safety first! The CRM offers an automatic backup feature.

Backup and Restore:

Backing Up:
The platform routinely creates backups of your website, ensuring data safety.

Restoring:
If you ever encounter issues or unwanted changes on your site, head over to the 'Backup' feature. Here, you can restore your website to any previous state from the saved backups.

Utilizing SFTP for Secure Data Transfer:

Go to Sites -> WordPress -> Advanced Settings -> FTP Access.

Click on Generate Credentials. You'll receive the Host URL, Port number, Username, and Password, which can be used to securely transfer files via an SFTP client.

Importing WordPress Websites:

Transitioning to the CRM's hosting solution is a breeze, even if your website resides elsewhere.

Export Your Current Site: 

Use tools like 'All in One WP Migration' on your existing WordPress dashboard to export your website.

Importing: Head back to the CRM, drag, and drop your exported website file. The CRM will handle the rest, populating your site on its hosting solution.

User Management in WordPress:

The CRM allows for versatile user management for your WordPress sites:

Navigate to 'Users' under the WordPress feature.

Here, you can add, edit, or delete users as per your requirements, ensuring the right people have access to the right resources.

Staging Environments

Staging environments are crucial tools for WordPress users aiming to refine their website development process, reduce risks, and uphold a polished online image. In essence, a staging environment is a mirror of your live website, placed on a separate server or directory, vital for various tasks pivotal to web development and upkeep.

Creating a Staging Environment in the CRM's WordPress:

Navigate to WordPress -> Dashboard. Click on "Create Environment" under the staging access section.

After selection, the staging setup begins, which typically completes in 2-5 minutes, based on your WordPress site's size.

Post creation, make necessary adjustments and run tests before committing changes to the live website.

After finalizing changes, click on the "Publish" button. A confirmation prompt appears. On validation, your website updates within the next few minutes.

If needed, you can delete your staging setup and restart by clicking the "Delete" button.

 Advanced Settings:

The Advanced Settings in the WordPress feature of the CRM provide more granular control over various components of your website. This includes options related to FTP access, managing caching to improve load times, and more.

 WordPress Specifications:

The following table provides a detailed view of the specifications and capabilities offered with the CRM's WordPress hosting: