LaunchKit Documentation Archive

Example LaunchFlows Page

What Are The Methods?

LaunchFlows provides many unique methods to offer products for sale, whether in a step-by-step sales funnel or single page checkout. Mix and match to create new and creative results for your business.

The Five Methods provided by LaunchFlows are:

1. Direct Checkout Link
2. Simple Product Bump
3. Variable Product Bump
4. Always In Checkout
5. Instant Sales Page

Direct Checkout Link

When using LaunchFlows, each product created in WooCommerce has an option available in Classic & Gutenberg to send the product directly to the checkout page you’ve setup.

After configuring the product via the LaunchFlows tab, simply click the “Copy” button to grab the Direct Checkout Link and then use it anywhere you want to offer the product for sale, such as:

• Multi Step Checkout Pages
• Sales Page Buttons & Links
• Facebook Ads or Groups
• Instagram
• Blog Posts
• Emails

Simple Product Bump

When using LaunchFlows for a single or multi-step checkout experience, the Single Product Bump offers a way to add/remove a simple product with one click.

You can use this in combination with our Return To Checkout function to allow for placement of the component anywhere in your layout, while allowing page to scroll back to the same spot upon reloading.

Use as many components as you need to offer one or more products where any or all of them may be added or removed from the checkout.

Solo Checkout Option

This option will allow this product to be added to the cart and will remove ALL OTHER products from the cart that may exist. Use this for an upsell where you want to ensure that nothing else remains but the new upsell product. You could also use the Empty Cart Shortcode or URL Syntax for a similar result.

Variable Product Bump

The Variable Product Bump is used for situations where you want to only allow ONE variation to be purchased at a time from an array of product options.

It may be used either on the actual checkout page or on a separate sales funnel step prior to checkout.

Always In Checkout

This component makes it easy to create a unique one-page checkout that ALWAYS has one or more products in the cart, ready to buy.

To make best use of this component, setup the following options as well:

• Create a new checkout page, with a unique url (page slug), so that the URL of the page can be used to directly sell any particular product(s)
• Add other optional product bumps/upsell offers to this unique checkout page
• Disable the “remove product” option from the LaunchFlows Review component so buyers understand that product cannot be removed

Instant Sales Page

LaunchFlows provides an easy and powerful way for you to use the single product display page as its own Sales Page inside of any funnel.

By checking the option on any product for “Instant Sales Page”, you accomplish the following:

• All unnecessary elements are removed from the Single Product Page, providing a blank canvas on which to customize a Sales Page
• There is no need to create additional pages, because it repurposes the existing single product page and URL that already exist
• For Variable Products, this makes it very easy to use 3rd Party WC plugins to customize the style & selection of options, prior to the checkout page
• Makes it easy to create a multi-step Sales Funnel step that can be daisy-chained into other content, such as a course lesson

View Instant Sales Page Video

Video Five Ways To Sell Video

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LaunchFlows Shortcode Reference Guide

The LaunchFlows shortcode reference guide provides detailed information about each shortcode available in the LaunchFlows plugin for WordPress.

Table of Contents

1. Checkout Page Shortcodes

• lf-account
• lf-additional
• lf-always-in
• lf-autoclick
• lf-billing
• lf-bump
• lf-cart-discount
• lf-checkout-button
• lf-donate
• lf-donation
• lf-emptycart
• lf-first-product-image
• lf-hide-related
• lf-hide-wc-tabs
• lf-last-order
• lf-login
• lf-loyalty
• lf-notes
• lf-notices
• lf-payment
• lf-payment-methods
• lf-product-link
• lf-remove-product
• lf-review
• lf-return-checkout
• lf-save-stripe-cc
• lf-save-square-cc
• lf-scroll-to-checkout
• lf-shipping
• lf-subtotal
• lf-tax-total
• lf-terms
• lf-thank-you
• lf-total
• lf-total-shipping
• lf-user-avatar
• lf-wccoupon
• lf-upsell
1. Product Page Shortcodes

• lf-product-breadcrumb
• lf-product-add-to-cart
• lf-product-description
• lf-product-firstpayment
• lf-product-images
• lf-product-meta
• lf-product-price
• lf-product-related
• lf-product-tabs
• lf-product-title
• lf-product-rating
• lf-product-shortdesc
• lf-product-summary
• lf-product-upsells
• lf-product-reviews
• lf-product-additional
• lf-product-notices
• lf-product-custom-content
• lf-product-gallery
1. Kadence Theme Shortcodes

• lf-product-extras
• lf-product-payments
• lf-product-breadcrumbs
1. Other Shortcodes

• lf-paypal-buttons
• lf-checkout-form-start
• lf-checkout-form-end
• lf-checkout-form
• lf-redirect
• lf-registration
• lf-dynamic
• lf-scripts

lf-account

lf-additional

lf-always-in

• product (required): The ID of the product to include.
• icon (optional): Display an icon. Default is yes.
• image (optional): Display the product image. Default is yes.
• title (optional): Display the product title. Default is yes.
• price (optional): Display the product price. Default is yes.
• shortdesc (optional): Display the product short description. Default is yes.

lf-autoclick

lf-billing

lf-bump

• product (required): The ID of the product to offer as an order bump.
• style (optional): The style of the checkbox.
• image (optional): Display the product image. Default is yes.
• title (optional): Display the product title. Default is yes.
• price (optional): Display the product price. Default is yes.
• shortdesc (optional): Display the product short description. Default is yes.

lf-cart-discount

lf-checkout-button

lf-donate

• product (required): The ID of the product representing the donation.
• button (optional): Text for the submit button. Default is “Click To Update”.
• field (optional): Placeholder text for the donation amount field. Default is “Donation Amount”.

lf-donation

lf-emptycart

lf-first-product-image

lf-hide-related

lf-hide-wc-tabs

lf-last-order

• details (optional): Show order details. Default is yes.
• image (optional): Show product images. Default is yes.
• imagesize (optional): Image size in pixels. Default is 100.
• name (optional): Show product names. Default is yes.
• quantity (optional): Show quantities. Default is yes.
• price (optional): Show prices. Default is yes.
• note (optional): Show purchase notes. Default is yes.
• desc (optional): Show product descriptions. Default is yes.
• shortdesc (optional): Show short descriptions. Default is yes.
• total (optional): Show order total. Default is yes.
• dividers (optional): Show dividers between items. Default is yes.

lf-login

lf-loyalty

lf-notes

lf-notices

lf-payment

lf-payment-methods

lf-product-link

lf-remove-product

• id (required): The ID of the product to remove.

lf-review

• remove (optional): Show the remove product option. Default is yes.
• image (optional): Show product images. Default is yes.
• height (optional): Image height in pixels. Default is 40.
• width (optional): Image width in pixels. Default is 40.
• name (optional): Show product names. Default is yes.
• quantity (optional): Show quantities. Default is yes.

lf-return-checkout

lf-save-stripe-cc

lf-save-square-cc

lf-scroll-to-checkout

• style (optional): CSS class or style to apply.

lf-shipping

lf-subtotal

lf-tax-total

lf-terms

lf-thank-you

lf-total

lf-total-shipping

lf-user-avatar

lf-wccoupon

• closed (optional): Whether to display the coupon form closed or open. Default is yes.

lf-upsell

• product (required): The ID of the upsell product.
• next (optional): The ID of the next page to redirect to if the customer declines the upsell.
• accept (optional): Text for the accept button. Default is “YES, I WANT IT!”.
• accept_tags (optional): Tags to apply when the offer is accepted.
• decline (optional): Text for the decline link. Default is “No Thanks, I’ll pass.”.
• decline_tags (optional): Tags to apply when the offer is declined.
• image (optional): Display the product image. Default is yes.
• title (optional): Display the product title. Default is yes.
• price (optional): Display the product price. Default is yes.

Product Page Shortcodes

lf-product-breadcrumb

lf-product-add-to-cart

lf-product-description

lf-product-firstpayment

lf-product-images

lf-product-meta

lf-product-price

lf-product-related

lf-product-tabs

lf-product-title

lf-product-rating

lf-product-shortdesc

lf-product-summary

lf-product-upsells

lf-product-reviews

lf-product-additional

lf-product-notices

lf-product-custom-content

lf-product-gallery

Kadence Theme Shortcodes

lf-product-extras

lf-product-payments

lf-product-breadcrumbs

Other Shortcodes

lf-paypal-buttons

lf-checkout-form-start

lf-checkout-form-end

lf-checkout-form

lf-redirect

• url (required): The URL to redirect to.
• sec (optional): The number of seconds to wait before redirecting. Default is 0.

lf-registration

lf-dynamic

• hook (required): The name of the hook to execute.

lf-scripts

[lf-scripts]

Notes

• Ensure Valid Product IDs: When using shortcodes that require a product ID, make sure the ID corresponds to an existing product in your WooCommerce store.
• Theme Compatibility: Some shortcodes may require specific themes or plugins (e.g., Kadence theme) to function correctly.
• Testing: Always test shortcodes on a staging site before deploying them to your live site to ensure they work as expected.
• Usage in Content: Shortcodes can be used within posts, pages, and widgets that accept shortcodes.
• Customization: For advanced customization, consider combining these shortcodes with page builders or custom templates.

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Documentation & Directory Libraries Made Easy

Introduction

In this video, I’ll walk you through how easy it is to create documentation libraries and directories using LaunchKit. You can watch the video here.

At the start of the video, I introduce an example of how you can utilize LaunchKit to construct a straightforward yet robust documentation index. The method I’ve chosen involves a custom post type named “documentation”. With the tools that LaunchKit has built-in, you’re endowed with every feature essential for crafting an impactful index for your users.

Faceted Search

One powerful feature I demonstrate is the faceted search capability. It allows users to go from viewing all items in the index to categorizing them by parent categories. For instance, if you’re interested in items related to selling products, the tool effortlessly narrows down the options for you. Moreover, if you wish to delve deeper and filter by specific subtopics, you can do that too. A practical example given is filtering to see only content regarding “launch flows”. There are also provisions to reset the filters if users wish to revert to the broader view.

Topic Search

Another approach to finding information is the topic search. In the video, I demonstrate this by searching for “launch flows”. Thanks to the Ajax capability, the tool directs users straight to the relevant content.

What’s remarkable about this tool is its foundational simplicity. All these potent features are core components of LaunchKit. Whether you’re dealing with regular post types or custom ones, LaunchKit has you covered.

Easy To Customize

Moreover, customization is at your fingertips. For instance, if you were to design a directory of individuals, you can decide what previews the users see. It could be the names of these individuals, their photos, or both. The flexibility of the tool is further augmented by the underlying Kadence theme. This means you don’t have to juggle multiple plugins to achieve your desired outcome.

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Add Advanced Search & Filtering To Posts

What Is This For?

When using the custom post types available in your kit, you can create any number of powerful directories or containers of content.When doing so, it is advantageous to add faceted search and filtering capabilties.This will also require that you add a custom Search algorithm to limit the results to only the types of posts or meta data you want to display in that particular archive page.

Ingredients

The primary two features you will use are FacetWP and SearchWP, but in order to generate the content to search upon, you will also need a custom post type. This can be created either with ACF or with the CPTUi plugins.

Video Guide

Here is a video step by step guide.

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Course Title, Description, and Image

Add Course Title

Coming Soon!

Add Course Description

Coming Soon!

Add Course Image

Coming Soon!

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Course Sections

Add Sections to Group Course Content

Coming Soon!

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Quick Start Guide to Launch Your Course

What you need to know to set up your course content in the LaunchKit.

Create a Thumbnail Image:

• Choose the design tool of your choice.
• Set the dimensions to 400×400 px to accommodate the requirements of both LearnDash and WooCommerce.
• Download and upload to “Media Library,” found in the admin menu, or to Bunny.net.
• Learn more about bunny.net – why and how to use it.

Set Up Your Course:

• Find and hover over “LearnDash LMS” in the admin menu.
• Click on “Courses”
• Click on the “Add New” blue button in the upper right-hand corner.
• Type in the title of your course in the section “Add Course title.”
• Click on “Settings” in the top menu and then select the radio button “Closed.”
• Click “Save.”

Set Up Lessons:

• Navigate to the admin menu to find and hover over LearnDash LMS.
• Click on “Lessons”
• If your first time adding a lesson, click on “Add Your First Lesson”
• Type in the title of the lesson in the section “Add Lesson Title.”
• Add your lesson content to the lesson page.
• Click on “Settings” in the top menu.
• Scroll to “Lesson Access Settings”
• In the “Associated Course” section, search for the course and select it to assign the lesson.
• Click “Publish.”
• Repeat this process for all lessons in this course.

Set Up Course Tag in CRM:

• Navigate to the admin menu to find and hover over FluentCRM.
• Click on “Tags”
• Click on the “Create Tag” blue button in the upper right-hand corner.
• Type in the title of your new tag using an action verb and noun, for example, “purchased course one.”
• The slug will be auto-generated from the tag title.
• May add an internal subtitle – this is optional.
• Click “Create” to save the tag.

Set Up Product in WooCommerce:

1. Navigate to the admin menu to find and hover over “Products.”
2. Click on “Add New.”
3. Type in the product name in the “Product Name” section.
4. Select “Course” in the “Product data” section.
5. Click the “Virtual” radio button.
6. Add the course price in the “Regular price” section.
7. Select the course in the “LearnDash Courses” section.
8. Copy and paste the URL for the first lesson of the course in the “Product short description”
9. In the right-hand sidebar, scroll to “Featured Image” to add an image from the Media Library or scroll to “Featured Image URL” to add the image URL from bunny.net.
10. In the left-hand menu, click on “LaunchFlows” and in the “Select Next Step Page” section, add the “Checkout.”
11. In the “Select Post Checkout Page” add “Thank You.”
12. Select the “Instant Clean Sales Page.”
13. In the left-hand menu, click on “WP Fusion.”
14. In the “Apply tags when purchased” section, add the tag you created in FluentCRM
15. Click the “Update” blue button in the upper right-hand corner to complete the process.

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How To Use Pattern Library

Browse Pattern Library

We presently are building out the LaunchKit Platform custom library, so in the meantime you can use the pattern examples we’ve placed at https://patterns.launchflows.com as shown in this video

Click To Copy Pattern

The pattern will be in your browser clipboard, ready to paste into your own site as a page, post or custom post type.Since you will have the very same components in your LaunchKit Platform site, the output will be identical.This is the magic that makes so many cool things possible. Everyone will be using the same components, so everyone can share their ideas, patterns, designs and business solutions with ease!

Paste Pattern Into Your Site

The patterns will work on any page, post or custom post type. Just use your right mouse button or Ctrl + V (pc) or Cmd + V (mac)

Adjust The Layout & Style To Suit

In the upper right corner use the “Document Settings” link for Kadence to adjust this particular layout and style as you wish

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Kadence Starter Templates

You can save a lot of time and effort by creating your site with the ready made components from Kadence, including Blocks, Patterns and Full Starter TemplatesWhen importing a single page from a Starter Template, it will adapt whatever customizer styles and widgets you have already setup on your site.When importing a full Starter Template, you have the option to import the customizer styles and widget options of the original. These will override your default site settings, which you may not always want.If you prefer to keep your customizer settings unchanged, simply toggle off the setting in the Advanced Settings drop down of the second screen within the Starter Template you are importing, as shown in the image below:

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Customer Dashboards For WooCommerce

Overview

WooCommerce store owners often struggle to provide a personalized and streamlined dashboard experience for their customers after purchase. The default WooCommerce My Account page can be confusing and lacks customization options, leading to a suboptimal user experience and potentially decreased customer satisfaction.The My Account Customizer plugin provides a library of shortcodes for re-designing any WooCommerce My Account layout and easily combining it with any other components using native WordPress editor blocks or your favorite page builder.

Features & Benefits

The WooCommerce My Account Layout Customizer plugin empowers you to create custom dashboard experiences for your customers, regardless of the products or services they sell. Whether you offer physical goods, virtual products, one-time purchases, or recurring subscriptions, this plugin allows you to tailor the My Account page to your unique business needs.With the ability to drag and drop elements using shortcodes and Kadence Blocks, you can easily rearrange and customize the layout of the My Account page. The plugin also offers ready-to-use patterns for Gutenberg, enabling you to achieve instant satisfaction with pre-designed layouts.

2 Minute Quick Start

Start by adding the standard WooCommerce My Account Shortcode [woocommerce_my_account] to any page:

Then, add any of the Customize My Account shortcodes to your layout to relocate parts of the My Account where you prefer them to be in your layout (instead of the default layout created by the WooCommerce shortcode).For example, one can move the entire default navigation menu to a different location.

In this example, we use the Navigation Area shortcode to relocate the entire My Account Navigation Area to a spot below the My Account Content Area:

[woocommerce_my_account]

[lf_navigation]

[](https://fzphjj61q0.wpdns.site/wp-content/uploads/relocate-below.png)

Another option would be to hide any element repositioned by the use of shortcodes simply by adding the hide attribute, like this:

[any_shortcode_name hide=yes]

Doing this will completely hide the elements output by that shortcode, including the rest of the default My Account shortcode elements other than those relocated by the use of other shortcodes.

For example, if we use the same default My Account Navigation Area shortcode as above, but now add the attribute of hide, we can remove it entirely from the layout:

[woocommerce_my_account]

[lf_navigation hide=yes]

[](https://fzphjj61q0.wpdns.site/wp-content/uploads/hide-yes.png)

As you can, this completely hides the entire My Account Navigation Area from the layout: (presumably so you would use some other navigation links to display the various content)

[](https://fzphjj61q0.wpdns.site/wp-content/uploads/navigation-hidden.png)

Shortcodes, Tabs, Links

Content

These are the primary content areas for the my-account layout

[lf_content]Main content area

[lf_navigation]Main navigation wrapper

These inner-content areas are useful for more “granular” visibility/placement situations

[lf_address_columns]Address columns

[lf_addresses]Addresses section

[lf_bookings_table] Bookings table

[lf_customer_details] Customer details

[lf_downloads_table] Downloads table

[lf_edit_account_form]Edit account form

[lf_error]Error messages

[lf_info]Info messages

[lf_login_form]Login form

[lf_memberships_table]Memberships table

[lf_message]Success messages

[lf_notices]Notices and messages

[lf_order_details]Order details

[lf_order_tracking_form]Order tracking form

[lf_orders_table]Orders table

[lf_payments_box]Payment box

[lf_payments] Payment methods table

[lf_payments_button]Add Payment Method Button

[lf_register]Registration form

[lf_password] Reset password form

[lf_subscriptions]Subscriptions table

[lf_wishlist_table]Wishlist table

Navigation Tabs

These are the WooCommerce navigation tabs

[lf_tab_account]Edit Account Navigation Tab

[lf_tab_addresses]Edit Address Navigation Tab

[lf_tab_custom target="_self" label="Tab Label" url="https://some-url.com"]Create a custom navigation tab with label and url, plus an optional parameter for target="_blank|_self|_parent|_top|framename"

[lf_tab_dashboard]Dashboard Navigation Tab

[lf_tab_downloads]Downloads Navigation Tab

[lf_tab_orders]Orders Navigation Tab

[lf_tab_memberships]Memberships Navigation Tab

[lf_payments]Payment Methods Navigation Tab

[lf_tab_subscriptions]Subscriptions Navigation Tab

[lf_tab_logout]Logout Navigation Tab

Navigation Links

These output links to the content areas

[lf_link_add_payments]Add Payment Method content link. Outputs url suffix:/add-payment-method

[lf_link_addresses]Edit Address content link. Outputs url suffix: /edit-address

[lf_link_dashboard]Dashboard content link. Outputs url suffix: /my-account

[lf_link_downloads]Downloads content link. Outputs url suffix: /downloads

[lf_link_logout]Customer Log Out link. Outputs url suffix: /customer-logout/?_wpnonce=xxxxxxx

[lf_link_orders]Order content link. Outputs url suffix: /orders

[lf_link_memberships]Order content link. Outputs url suffix: /memberships

[lf_link_payments]Payment Methods content link. Outputs url suffix: /payment-methods

[lf_link_subscriptions]Subscriptions content link. Outputs url suffix: /subscriptions

Hide Attributes

Add hide=yes after any shortcode tag to hide that element everywhere

Add hide=url-suffix after any shortcode tag to hide that element only on pages ending with that url stringExample to hide that element on url ending with /edit-address:

CSS Classes

These modify and move existing elements

.lf-after-contentAdd to any element and it will relocate after the default content on any my-account endpoint

.lf-replace-dashboardAdd to any element and it will replace the default dashboard endpoint content

.lf-hide-accountAdd to any element and it will hide element on account endpoint page

.lf-hide-addressAdd to any element and it will hide element on address endpoint page

.lf-hide-downloadsAdd to any element and it will hide element on downloads endpoint page

.lf-hide-ordersAdd to any element and it will hide element on orders endpoint page

.lf-hide-paymentsAdd to any element and it will hide element on payments endpoint page

.lf-hide-passwordAdd to any element and it will hide element on password endpoint page

.lf-hide-logoutAdd to any element and it will hide element on logout endpoint page

.lf-hide-logged-outAdd to any element and it will hide element when user is logged-out

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LaunchFlows Product Toggles for WooCommerce

The LaunchFlows Product Toggles plugin enhances your WooCommerce store by allowing customers to add or remove products directly from any page using dynamic buttons, links, or checkboxes. This seamless experience keeps customers on the same page, improving user interaction and satisfaction.

Features

• Dynamic Add/Remove Controls: The interface adapts based on the product’s cart status, displaying “Add to Cart” or “Remove from Cart” accordingly.
• Multiple Display Styles: Choose from button, link, or checkbox styles to match your site’s design.
• Hide Labels: Optionally hide labels for links, buttons, or checkboxes.
• Compatibility: Supports both simple and variable products.
• Customizable Labels: Define custom text for add and remove states.
• Developer-Friendly: Easily extend functionality with unique CSS classes and custom styles.

Benefits

• Enhanced User Experience: Customers can manage their cart without navigating away from the current page.
• Flexible Placement: Insert toggle controls anywhere on your site using the shortcode.
• Consistent Design: Customize the appearance to align with your site’s branding.

Usage

To implement the cart toggle functionality, use the [lf_cart_toggle] shortcode with the following attributes:

• id (required): The product ID or variation ID to toggle.
• style (optional): Display style—"button" (default), "link", or "checkbox".
• add_label (optional): Text for the “Add to Cart” state.
• remove_label (optional): Text for the “Remove from Cart” state.
• hide_label (optional): "yes" to hide labels or "no" (default) to display labels.

Examples

1. Default Button Style

Displays a button that toggles the product in the cart.

2. Custom Labels

Displays a button with custom labels for adding and removing the product.

3. Link Style

Outputs a text link that toggles the product in the cart.

4. Link Without Label

Outputs a plain link without any label.

5. Checkbox Style

Displays a checkbox that dynamically toggles the product in the cart.

6. Checkbox Without Label

Outputs a plain checkbox without any label.

Styling

Each control includes specific CSS classes for customization:

• .lf-toggle-button-add: Applied when the product is not in the cart.
• .lf-toggle-button-remove: Applied when the product is in the cart.
• .lf-product-[product_id]: Unique identifier for each product instance.

Customization Example

To change the background color of the add and remove buttons, you can use the following CSS:

.lf-toggle-button-add {
 background-color: #008cba;
 color: #fff;
}

.lf-toggle-button-remove {
 background-color: #e74c3c;
 color: #fff;
}

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Set WooCommerce Shop Page Sorting By Name

If you’d like your WooCommerce shop page to display products sorted by their name (alphabetically) by default and override other sorting options, follow these steps.

Step 1: Add the Code Snippet

You can add the following code snippet to Fluent Snippets to safely add and manage the snippet. This will set the default product sort order to “Product Name” and ensure it overrides other sorting selections.

// Step 1: Modify Default Sorting to Product Nameadd_filter('woocommerce_get_catalog_ordering_args', 'custom_shop_page_default_sorting');function custom_shop_page_default_sorting($args) { // Set sorting to alphabetical order (product title) $args['orderby'] = 'title'; $args['order'] = 'ASC'; return $args;}// Step 2: Update Default Dropdown Selectionadd_filter('woocommerce_default_catalog_orderby', 'custom_default_catalog_orderby');function custom_default_catalog_orderby($default_orderby) { // Set dropdown default sorting to "Sort by name" return 'title';}// Step 3 (Optional): Force Sorting by Name on All Shop Pagesadd_action('pre_get_posts', 'force_shop_sorting_by_name');function force_shop_sorting_by_name($query) { if (!is_admin() && $query->is_main_query() && (is_shop() || is_product_category() || is_product_tag())) { $query->set('orderby', 'title'); $query->set('order', 'ASC'); }}

Step 2: Where to Add the Code

1. Using the Fluent Snippets Plugin

• Install the Fluent Snippets plugin from your Software Bundle
• Go to Snippets > Add New.
• Give your snippet a title (e.g., “Shop Sorting by Name”).
• Paste the code and click Save and Activate.

Step 3: Test the Changes

1. Visit your shop page.
2. Products should now display alphabetically by name, overriding any other sorting selections.

Notes

• This sorting applies to the Shop, Product Category, and Product Tag pages.
• You can modify this behavior further by tweaking the conditional in the pre_get_posts function.

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How to Connect Stripe to WooCommerce

Sendgrid Sender Authentication

Why You Need

In order to send live email to your audience for transactions or marketing, one must first connect to a trusted SMTP service like SendGrid.In order to ensure that your emails get to their intended recipients, you must authenticate either yourself as a unique email or better, your entire domain.Fortunately this is made easy with SendGrid when using any popular DNS service like GoDaddySimply follow the steps in the video to authenticate your domain as a sender and then enable the sending of live emails in Settings/FluentSMTP

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Migrate Customers To FluentCRM

Square

To export customers from Square as a CSV (comma-separated values) file, you can do the following:

• Sign in to your Square account and open your dashboard
• Select Customers from the left-hand menu
• Select the Directory tab
• Click Import/Export on the right
• Select Export Customers from the drop-down menu
• Choose whether you want to export all customers or a specific group
• Click Export
• Depending on your browser, you might be asked to save the file
• Select Download to save the file to your device

Shopify

• From your Shopify admin, go to Customers.
• Click Export.
• Select one of the following export options:

Current page to export the customers showing in your store admin.

• All customers to export all your store’s customers.
• Selected customer to export customers you have selected.
• # customers matching your filters to export a customer segment.

Optional: If you want to include customer tags or supported metafields in your export, then in the Fields included section, do any of the following:

• Check Customer tags to include tags in your export.
• Check Customer metafields to include the supported metafields in your export.

Do either of the following:

• To use a spreadsheet program to view and edit your customer CSV file, select CSV for Excel, Numbers, and other spreadsheet programs.
• To use a plain-text editor to view and edit your customer CSV file, select Plain CSV file.

Click Export customers.

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How To Enable Companies With FluentCRM

Log into WordPress Dashboard

• Navigate to your WordPress dashboard by entering your credentials.

Access FluentCRM Settings

• On the left sidebar, find and click on ‘FluentCRM’ to expand the options.
• Now, click on ‘Advanced Features Config.’

Enable Company Module

• Look for the option labeled ‘Enable Company Module for Contacts’ and check the box next to it.
• This action will create a new menu in the Contacts section where you can manage company-specific information.

Manage Company Records

• Under the ‘Contacts’ menu, you’ll find the newly added section for managing company records.
• For each company record, you can add multiple Notes & Activities to keep track of interactions and information.

Save Your Settings

• Don’t forget to save your settings after making the changes to ensure they take effect.

You can then navigate to the ‘Contacts’ menu in FluentCRM to view and manage the company records you’ve created.

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FluentCRM Overview and Quick Start

Overview:

Why Use FluentCRM:

• Seamless Integration: FluentCRM seamlessly integrates with WordPress Plugins, making managing all your customer data and marketing campaigns from one central location easy.
• Automation Made Easy: Automate your email campaigns, follow-ups, and lead nurturing, saving time and effort while improving engagement and conversions.
• Advanced Segmentation: Create custom tags and segments to send highly targeted and personalized messages to specific groups of users.
• Comprehensive Reporting: Gain valuable insights into the performance of your campaigns and customer interactions through detailed analytics and reporting.
• GDPR Compliance: FluentCRM ensures data protection and provides options for compliance with GDPR regulations.

Suggestions for Application:

• E-commerce Stores: Utilize FluentCRM to set up abandoned cart email sequences, product launch announcements, and personalized offers based on customer behavior.
• Membership Sites: Segment your members and automate onboarding emails, drip content, and renewal reminders to enhance the membership experience.
• Blogs and Content Websites: Implement lead generation forms to capture visitor information and use FluentCRM to nurture them with targeted content and offers.
• Online Courses: Send emails to engage, encourage, and notify students as they progress through the course.
• Event Management: Send event reminders, updates, and follow-ups to attendees, keeping them engaged and informed.

Quick Start Instructions:

1. Log in to your WordPress dashboard.
2. Go to “FluentCRM.”

1. You’ll find “FluentCRM” in your dashboard. Click on it.
2. Setup and configure your general settings, including email settings, default sender information, and GDPR compliance options.
3. Configure any additional settings based on your specific needs and business requirements.

1. Go to “FluentCRM” > “Lists.”
2. Click “Add New List.”
3. Give your list a name, “Title.”
4. Slug will auto-populate.
5. Give your list an Internal Subtitle or description.
6. Save the list.

1. Go to “FluentCRM” > “Contacts.”
2. Click “Add New.”
3. Enter the contact’s details, and assign them to one or more lists.
4. Save the contact.

Email Templates in FluentCRM offer many benefits, from saving time and consistent branding look and feel to enhancing personalization and engagement. 

1. Navigate to Email Templates
2. Click “Add New Email Template.”
3. Choose “Regular Template Type.”
4. Give Your Template a Name
5. Design Your Template
6. Configure Email Settings
7. Save Your Email Template

Email campaigns empower you to connect, engage, and convert.

1. Go to “FluentCRM” > “Campaigns.”
2. Click “Add New.”
3. Choose the type of campaign (campaign, email sequences, or recurring campaigns).
4. Set up the campaign details, including the sender, subject, and email content.
5. Utilize the dynamic tags to personalize your emails.
6. Choose the target list or segment for the campaign.
7. Review and send/schedule the campaign.

Automations enable you to set up predefined workflows that execute actions automatically. 

1. Go to “FluentCRM” > “Automations.”
2. Click “Add New.”
3. Name your automation and set the triggering event (e.g., new subscriber, tag added).
4. Add the desired actions and delays to create the sequence of emails.
5. Save and activate the automation.

1. Go to “FluentCRM” > “Reports.”
2. View reports such as email open rates, click-through rates, and user activity.
3. Use the insights to refine your marketing strategies.

Tags connect to other LaunchKit tools to integrate the user experience into streamlined access, navigation, and use.

1. Go to “FluentCRM” > “Tags.”
2. On the “Tags” page, click “Add New.”
3. A Tag creation form will appear.
4. Fill in Tag details, Title, and Internal Subtitle (optional)
5. The Slug will auto-populate after adding the Title.
6. Click “Create.”

Congratulations! You have a comprehensive overview of Fluent CRM to begin optimizing your website’s customer relationship management and marketing efforts.

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How to Configure SendGrid and Fluent SMTP

Please Note: Before you begin the configuration process, please follow these steps: Go to “Settings” in the Admin menu, click on Fluent SMTP, then click on “Settings” in the top menu bar. Under “General Settings,” scroll down to “Email Stimulation” and unclick the checkbox “Disable sending all emails.” See the screenshot below.

Follow these steps to set up the connection:

1. Log in to your SendGrid account. If you don’t have an account, sign up for one at https://sendgrid.com.

1. After logging in, navigate to the SendGrid dashboard.
2. Click “Settings” in the left sidebar, then select “API Keys.”
3. Click the “Create API Key” button.
4. Give your API Key a name (e.g., “Fluent SMTP Integration”) and choose the permissions you’d like to grant. At a minimum, the key should have “Full Access.”
5. Click the “Create & View” button. Copy the generated API Key, as you’ll need it for the next steps.

1. Log in to your WordPress Dashboard.
2. Hover over “FluentCRM,” then click “Settings”
3. Click “SMTP/Email Service Settings.
4. Click the button “Go to FluentSMTP Settings” in the Verified Email Senders section.

1. Click the “blue pencil” button to edit the active SMTP server.
2. Click the “pencil change” button to Change the Connection.
3. Select “SendGrid” from the list of available email providers.
4. Enter your “From Email” address and “From Name.”
5. Enter the SendGrid API Key that you obtained in Step 2.
6. Click “Save Connection Settings.” Fluent SMTP will verify the API Key and establish a connection with SendGrid.

1. From the FluentSMTP dashboard, click “Email Test,” located in the top menu.
2. Leave the “From” field blank.
3. In the “Send To” field, enter the email address where the test email address will be sent.
4. Leave the toggle set to “On.”
5. Click the “Send Test Email” button.
6. Check your email inbox for the test email.

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FluentCRM Email Templates

Overview:

Using FluentCRM email templates offers numerous advantages that can streamline your email marketing efforts and enhance the effectiveness of your campaigns. Email templates offer a range of benefits, from saving time and ensuring consistency to enhancing personalization and improving the overall quality of your email marketing campaigns. By leveraging these templates, you can create engaging, effective, and visually appealing emails that resonate with your audience and drive desired actions.

• Consistency: Email templates ensure that your brand’s messaging remains consistent across all your email communications. This consistency helps build trust and recognition among your subscribers, reinforcing your brand identity.
• Time Efficiency: Creating emails from scratch every time can be time-consuming. With FluentCRM email templates, you can design reusable layouts, saving you time and effort in designing and formatting emails repeatedly.
• Effortless Campaign Creation: When you have a library of email templates, creating new email campaigns becomes a breeze. You can choose a template that suits your campaign’s goals and customize it accordingly, speeding up the campaign creation process.
• Error Reduction: By using templates, you reduce the risk of making formatting or design errors that could negatively impact your email’s presentation or functionality. Templates provide a standardized framework that helps minimize mistakes.
• Easy Reuse: If you have successful email designs, you can easily reuse them for future campaigns or updates. This allows you to leverage what has worked well in the past and build upon your successes.

Step-by-Step Guide to Creating Email Templates

1. Hover over “FluentCRM” in the left-hand sidebar.
2. Click on “Email Templates” in the popup menu.

1. Click “Create New Template” button located in the top right corner.

1. Add “Template Title” – give the template a descriptive name. This name will be used internally and won’t be visible to email recipients.
2. Add “Email Subject” and “Email Pre-Header.

1. Choose a “Template Layout” – Start From Scratch: with Simple Boxed, Plain Centered, Plain Left, Raw HTML, or Start with the Visual Builder.
2. Customize Content: Click on the elements within the template to customize them. You can edit text, change images, adjust font styles, and more.
3. Personalization: FluentCRM offers personalization tags, so you can dynamically add subscriber details like their name or email using merge tags.
4. Add Dynamic Content: FluentCRM also allows you to add dynamic content based on subscriber behavior or custom field values.

• Once you are satisfied with the design and settings, click “Create Template” button at the top right.
• Next, you have two options: “Save Template” or “Send a test email.”
• If you want to send a test email, select this option first to receive a test email to review.
• If satisfied, click “Save Template.” If not, make changes/edits to the template.
• Repeat the process until completely satisfied and click “Save Template.”

Congratulations! You’ve successfully created a new email template in FluentCRM. You can now use this template while creating new email campaigns or when sending individual emails to your subscribers. This will save you time and maintain consistency across your email communications.

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FluentCRM Import Contact List

Overview:

Importing contact lists into FluentCRM is a straightforward process that allows you to efficiently manage your contacts and streamline your marketing efforts.

Step-by-Step Guide to Importing Contact List

1. Hover over “FluentCRM” in the left-hand sidebar.
2. Click on “Contacts” in the popup menu.

1. Click “Import” button located in the top right corner to open the contact import wizard.

1. In the import wizard, you’ll be presented with different options for importing contacts.
2. Choose CSV.

1. Click the “Choose File” button to browse and select your CSV file from your computer.
2. Once selected, click the “Upload” button to proceed.

1. After uploading the CSV file, you’ll need to map the fields from your CSV to the corresponding FluentCRM fields. This ensures that the data is correctly organized in your CRM.
2. Match each CSV column to the appropriate FluentCRM field (e.g., Name, Email, Phone, etc.). Use the drop-down menus for mapping.

1. A summary of your field mappings will be displayed. Review the mappings to ensure accuracy.
2. Verify that the contact information appears correctly in the preview section. Use the drop-down menus for mapping.

1. Choose import options, such as whether to add new contacts only or update existing contacts with new information. You may also choose to add contacts to specific lists or tags.

1. Once you’ve reviewed and configured your import settings, click the “Start Import” button. The import process will begin.

1. You’ll be able to monitor the progress of the import on the screen. Depending on the size of your contact list, this may take some time.

1. Once the import is complete, you’ll receive a notification indicating the success of the import process.

1. Once the import is complete, you’ll receive a notification indicating the success of the import process.
2. Review and organize your contacts using lists, tags, and other segmentation options within FluentCRM.

Congratulations! You have successfully imported your contact list into FluentCRM. Your contacts are now organized and ready for your marketing campaigns and communication efforts. Remember to regularly update and maintain your contact database to ensure accurate and up-to-date information.

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Fluent Forms Overview and Quick Start

Overview:

Fluent Forms is the ultimate solution for seamless form creation and management. Whether you’re a business owner, marketer, or developer, Fluent Forms empowers you to build and manage forms on your website effortlessly. Say goodbye to complicated coding and hello to a user-friendly interface that puts you in control. Fluent Forms is the tool to gather and organize data efficiently, from simple contact forms to complex surveys.

Why Use FluentCRM:

• Intuitive Interface: Create forms effortlessly with our drag-and-drop interface, eliminating the need for complex coding skills.
• Versatile Form Fields: Choose from a wide range of pre-built form fields to collect various types of data, including text, checkboxes, radio buttons, file uploads, and more.
• Customization Options: Personalize your forms with customizable themes, layouts, and styling options, ensuring they seamlessly integrate with your website’s design.
• Multi-Purpose Use: Build contact forms, subscription forms, order forms, surveys, quizzes, and more, adapting to your unique business needs.
• Conditional Logic: Create dynamic forms that adjust based on user responses, ensuring a tailored and user-friendly experience

Suggestions for Application:

• Contact Forms: Create sleek and interactive contact forms that allow website visitors to easily reach out to you for inquiries, feedback, or support.
• Lead Generation: Design eye-catching subscription forms to capture leads and grow your email list for targeted marketing campaigns.
• Customer Surveys: Build comprehensive surveys to gather insights from your customers, helping you improve products, services, and overall customer experience.
• Feedback and Reviews: Create forms to collect feedback and reviews from customers, aiding in quality improvement and reputation management.
• Feedback and Support Forms: Enhance customer service by implementing dedicated support forms that guide users to provide relevant information for faster issue resolution.

Quick Start Instructions:

1. Log in to your WordPress dashboard.
2. Go to “Fluent Forms.”

1. Click the “Add New Form” button to start building a new form.
2. Choose a template or start from scratch.
3. Edit with drag and drop form fields from the panel on the left onto your form canvas.

1. Customize each form field by clicking on it to reveal options like labels, placeholders, and validation rules.
2. Set up conditional logic to show or hide form fields based on user input.
3. Adjust the form layout, theme, and styling using the provided customization tools.

1. Configure form settings such as confirmation messages and redirection after submission.
2. Set up email notifications to receive form submissions and keep track of user interactions.
3. Integrate with FluentCRM.

1. Save your form settings and click toggle to “Active” when you’re ready to make your form live.
2. Copy the shortcode generated by Fluent Forms.
3. Paste the shortcode into any post, page, or widget on your WordPress website.

Congratulations! You’ve just created and published your first form using Fluent Forms. Start collecting valuable data and engaging with your audience like never before.

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Exporting & Importing Pages

Export Content

Exporting the correct content is the first step of the process and can be done with tools directly in WordPress. Be sure to preform the export from the source site that you want to copy the posts/pages from.

1. Login to the wp-admin of the source site
2. Hover over Tools
3. Click Export
4. Choose what to export

• Should you choose to export posts only, keep in mind that featured images will not be carried over and must be manually imported again on the destination site.
1. Click Download Export File

Import Content

Importing requires you’ve first exported the necessary content correctly. You should have a file downloaded from the previous step that you wish to import before beginning.

Be sure to perform this step on the destination site that you want to copy the posts/pages to.

1. Login to the wp-admin dashboard of the destination site
2. Hover over Tools
3. Click Import
4. Click WordPress
5. Click Install Now and/or Run Importer

• If you do not have the WordPress importer installed, you will see a prompt to install the plugin and must do so before continuing

1. Browse your computer for the exported XML file from the source site and select it
2. Click Upload File and Import

1. Select the name of the Author user that will be assigned the posts and pages
2. (Optional) Download and import file attachments

• Check this box to import photos and other media files attached to the post
1. Click Submit

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Display LearnDash User Progress In My Account

Create A Central Dashboard

The WooCommerce My Account page provides a unified way to display important user data, as well as provide a login on the single navigation link of “My Account” should the user be logged-out.Using the YITH – Customize My Account Page feature, we can add the LearnDash profile shortcode to create a a convenient display of a user’s LearnDash profile and course progress right when they log in

Open YITH Customize My Account Page

Then click on the “Dashboard” endpoint

Paste the LearnDash Profile Shortcode

The LearnDash Shortcode used in this example is [ld-profile]

Set Option To Override Default Content

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How To Log In To Your Sites

Method One: Magic Login Link

After purchasing your LaunchKit Platform hosted site, you will need to log in to set your user passwordThere are two places to find the “Magic Login” link:1) Your email receipt will have a link included, but this expires in 48 hours after your order2) Your WPLaunchify My Account area has the same link always available in the My Subscriptions Tab

How To Use

Click on the link below Website Details that says “Login as: youremail@yourdomain.com”See image below:

[](https://wplaunchify-pullzone.b-cdn.net/magic-login-links.jpg)

Method 2: LogMeIn Now

Using the LogMeIn Now link in your site dashboard provides two ways to log in without a user account1) By a one time token/link that expires after use2) By a chrome browser extension that does not expire

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Free Or Paid Coaching Calls

Concepts

It is easy to add new prospects to your FluentCRM database by way of a free Fluent Form. We’ve provide one for you in LaunchKit called “Coaching Call”When you do this, it is possible to then pass this person to a custom calendar on Calendly where they can choose a convenient day/time to meet with you.

Since the contact will already be in your CRM, you can pass their first name, last name and email to Calendly so the contact does not have to fill out their personal information a second time.

Calendly Setup

It is free to open a new account at https://calendly.com and have one personal schedule.After you’ve created a free (or paid) Calendly account, you will be able to copy the url of your calendar to use as the destination where users are directed after submitting the “Coaching Call” form.The format of the URL you need will look something like “https://calendly.com/yourname/yourcalendar“After you copy this URL, you need to go into the “Coaching Call” form and paste it into the Fluent Forms / Forms / Coaching Call / Confirmation Settings / Custom URL box as shown below.

Redirect String

This you can copy and paste to use on another form, as it is the mapping of your LaunchKit form fields to the fields on the standard (free) calendar scheduling tool in Calendly, including the extra info field.Simply copy this and paste it into the “Redirect Query String” field of any FluentForm, being sure to also check the box for “Pass Field Data Via Query String” as shown in the image below.

[](https://wplaunchify-pullzone.b-cdn.net/lk-coaching-call-confirmation-settings-custom-url.jpg)

Zoom Integration

When configuring your Calendly calendar, you have the option to set the location for your meeting to be on Zoom (or other online meeting services). Zoom is free to setup at https://zoom.us and you should acquire an account if you do not have one already. See more details on Calendly’s Website

Paid vs. Free Coaching Calls

In your LaunchKit, the “Coaching Call” form is used to intake the first name, last name and email from either a prospect (someone who has not previously been added to your CRM) or from an existing contact in your CRM, such as a prior customer.If someone is not otherwise registered and logged-in, they can input their information via the form, and when submitted, this information will be compared to what is already in the CRM.If they do not yet have a contact profile, one will be created, and a new tag will be added for marketing automation purposes, with the name of “scheduled coaching call“. This tag will allow you to later segment anyone who has submitted this form.For simplicity, we use the same “Coaching Call” form for paid buyers as well. This allows you to take payment for a call before someone schedules. Note: Even though we could further protect this scheduling form from being visible unless or until someone pays, we have not done so here, because it is typically unnecessary with personal consultations. Since you know whether your client has paid prior to the actual coaching call, you can verify that payment has been made before proceeding with providing any services.

Paid Coaching Product

We have included a product in LaunchKit called “Paid Coaching Call”. This is already configured for you to use, including an example price, and sample image. Simply change the title, price, and image for you to use it with your own coaching calls.Note also that this product applies a marketing automation tag called “purchased coaching call” whenever a customer purchases this product. This will make it easy to segment any people who have paid for a coaching call vs. scheduling a coaching call (for free).We have already configured your paid coaching call product with LaunchFlows so that it redirects the buyer to a stand-alone page called “Schedule A Call” where the “Coaching Call” form has been embedded.This means that once a buyer has completed a checkout, they will be directed to the Schedule A Call page to verify that the automatically-filled data for first name, last name and email are what they wish to use for scheduling a call (some people may want to pay with one set of credentials but schedule with others).

FluentCRM Contacts

Whether someone is added to your FluentCRM by way of using the free form, or by way of paying for a paid coaching call, they will have a new contact profile added to FluentCRM that enables you to easily track their progress, measure how much they’ve done or paid you, and to segment them for future follow-up automations.

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Change Default Sort Order For Posts

Archive Pages For Custom Post Type

This changes sort order to ascending, based on title, for any archive page, with the documentation post type

}

Archive Pages For Any Post Type

This changes sort order to ascending, based on title, for any archive page, with all post types

// for kadence theme and facetwp only on documentation query
add_action( 'pre_get_posts', 'my_change_sort_order' ); 
function my_change_sort_order( $query ){
 if ( ! is_admin() && ( is_home() || is_archive() ) && $query->is_main_query() ){
 $query->set( 'order', 'ASC' );
 $query->set( 'orderby', 'title' );
 }
}

—

How To Add A Site Entry Popup Gate

Video

Use Cases

In some businesses one will need to have an entry popup gate for visitors. Some reasons being:

• Age Verification
• Time Sensitive Sale
• Adding prospects to email list
• Discount Offers

This is easily accomplished using the Kadence Conversions Feature of LaunchKit

Basic Ingredients

• Kadence Conversions
• Kadence Blocks

Basic Recipe

• Create A New Conversion Item – Typically a popup or modal overlay
• Set The Trigger For Conversion – Typically clicking a specific button or link
• Set The Display Location For Conversion – Whole site, home page, etc
• Set The Repeat Display Options – Every time visiting or hidden for (x) days?
• Set The (optional) Analytics Tracking – If there are A/B choices

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Profile Builder Pro

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How To Setup Up A Stripe Account

Setting up a Stripe account is essential for accepting payments for your community memberships. Follow these simple steps to create and configure your Stripe account:

1. Go to the Stripe Website

Visit Stripe’s official website and click on Start Now or Sign Up in the top right corner.

2. Sign Up for an Account

Enter your email address, create a secure password, and provide your business name (if applicable).Click Create Account to proceed.

3. Verify Your Email

Check your inbox for a verification email from Stripe. Click the link provided to confirm your email address.

4. Provide Business Information

Log in to your new account and complete the setup wizard by providing:Business type: Choose Individual/Sole Proprietorship or Company.Business details: Provide your legal name, business name (if applicable), and your EIN/SSN if required.Website: Enter your website URL.Description: Briefly describe your business activities.

5. Add Banking Details

Navigate to the Payments and Payouts section.Provide your bank account information to receive payments:Account holder name.Routing number.Account number.

6. Enable Credit Card Payments

Ensure your account is configured to accept credit card payments (Stripe handles this by default).Important: We recommend using only credit card payments, not Google Pay or Apple Pay, to ensure compatibility with your WooCommerce and CRM integrations.

7. Set Up Your API Keys

In your Stripe Dashboard, go to Developers > API Keys.Copy the Publishable Key and Secret Key. These will be used to integrate Stripe with your website – keep them safe!

8. Test Your Account (Optional but Recommended)

Enable Test Mode in the Stripe Dashboard to run test transactions before going live.

9. Integrate Stripe with Your Website

Use WooCommerce or another payment integration tool to connect Stripe to your site. Typically, you will:Go to your WooCommerce settings.Select the Payments tab.Enable Stripe and enter your API keys.

10. Go Live

Once you’ve tested the integration, disable Test Mode in the Stripe Dashboard and start accepting real payments.

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Admin Columns Pro

What is Admin Columns Pro?

Admin Columns Pro allows you to customize and organize the columns in your WordPress admin screens, allowing you to view, edit, and manage your content more efficiently.

Why Use Admin Columns Pro?

1. Enhanced Content Management: It lets you add, remove, or reorder columns on various WordPress screens, such as the post, page, user, comment, and media libraries.
2. Sorting and Filtering: Sort and filter your data right from the admin columns.
3. Custom Field Integration: Integrates with custom fields, allowing you to display and edit custom field data in the columns view.
4. Customizing Columns: Easily drag and drop to rearrange columns according to your preferences.
5. Inline Editing: Modify content directly from the columns view. Whether you need to update post titles, categories, or custom fields, you can make changes without leaving the current screen.

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Admin Menu Editor Pro, Branding, Toolbar

What are Admin Menu Editor Pro, Branding, and Toolbar?

They are user-friendly interfaces for managing your WordPress admin menu by streamlining and customizing your WordPress dashboard.

Why Use Admin Menu Editor Pro, Branding and Toolbar?

1. Tailored User Experience: You can rearrange, edit, and even hide menu items, ensuring that the most important sections of your dashboard are easily accessible while removing clutter that might be irrelevant to your workflow.
2. Custom Branding: For agencies, businesses, or individuals who want to maintain a consistent brand image throughout their website, Admin Menu Editor Pro allows you to customize menu icons, labels, and even the dashboard color scheme. This way, you can create a branded experience for yourself or your clients.
3. Role-Based Access Control: You can restrict access to specific menu items based on user roles. For example, you can hide certain settings or options from subscribers while granting more extensive access to administrators or editors. This enhances security and ensures that users only see what they need to see.
4. Simplified Client Websites: If you build WordPress websites for clients, Admin Menu Editor Pro is a valuable tool for simplifying the admin interface. You can hide complex or potentially confusing options, leaving only the essential functions for clients to manage their content easily.

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Advanced Custom Fields Pro

What is ACF Pro?

Advanced Custom Fields Pro, often referred to simply as ACF Pro, enables you to add and manage custom fields within posts, pages, and custom post types.

Why Use ACF Pro?

1. Customization: ACF Pro allows you to create custom fields. These fields can be used to collect, display, and manage various types of data, such as text, images, videos, and dates.
2. Data Organization: ACF Pro aids in organizing and structuring content. By creating custom fields, you can maintain consistency across your website, ensuring that information is presented uniformly and comprehensively.
3. Improved User Interface: You can design intuitive user interfaces for your WordPress admin area.
4. Dynamic Content: ACF Pro enables you to build dynamic and interactive websites. You can use its features to display content conditionally, create interactive forms, and develop advanced search filters, providing a richer user experience.

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Conditional Blocks Pro

What is Conditional Blocks Pro?

It enhances the functionality of the WordPress block editor (Gutenberg) by allowing you to create dynamic and conditional content on your website.

Why Use Conditional Blocks Pro?

• Display content dynamically based on various conditions. This means you can show or hide specific content blocks, widgets, or sections of your website based on user behavior, user roles, date and time, and more.
• You can personalize content for different user segments.

• Conditional content can guide users through your website, helping them find relevant information or take desired actions.

• Implement targeted marketing strategies. For example, you can display special offers or promotions to specific user groups, show related products based on user interests, or customize your call-to-action buttons for different audience segments.

• You can customize content and offers for different membership levels, display product recommendations based on user browsing history, or show special discounts to loyal customers.

• You can schedule content to appear or disappear at specific times and dates. This is useful for promotions, events, or any content that needs to be time-sensitive.

• Control who sees what content based on user roles. For instance, you can show different content to administrators, editors, subscribers, and other user roles.

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What to Expect After Purchasing the WPLauchKit

Thank you for choosing WPLaunchKit, and welcome to WPLaunchify, where we help you create profitable WordPress solutions.

Here is what you need to know:

1. Immediately after checkout, you will receive a welcome email with your WPLaunchifly account credentials. You can access your account area to view orders, change your password, access your LaunchKit, and more at https://wplaunchify.com/my-account/
2. Click the link in the email to set a new password for your account.
3. You will receive a second email confirming your order. You can also view your order details from your WPLaunchify account.
4. The final email will arrive in your inbox once your WPLaunchKit is set up and ready for you to start creating. This email includes a site access link, admin user name, and password.
5. Upon logging in to your site, we strongly recommend creating a personalized admin account, as you cannot reset your password until the SMTP has been configured.
6. Another option to ensure access until your site is ready to go live is to create a “Login Me Now” link.

Login Me Now:

1. Scroll to “Login Me Now” in the admin menu and click.
2. Click on “Browser extension” in the top menu.
3. Install the extension by clicking on the Brower Icon of your choice and follow the installation instructions.
4. After installation is complete, generate a token by clicking on the calendar icon to select a date and time. Make sure to set a date for 3 to 4 months into the future to give yourself enough time to set everything up.
5. Copy the code.
6. Click on the Login Me Now Icon on your browser.
7. Click on Add New Site.
8. Click “Extension Token” in the top menu, paste the code, and click “Save.”
9. You’re all set to access your site from your browser.

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How To Point Your Domain Name – Rocket.net

Configure Your DNS

1. Log in to your DNS (Domain Name Management) account
2. Navigate to the DNS Management for the domain you want to point to your LaunchKit Site
3. Locate the A record for your domain

• This is either @ or your domain.
1. Update this field with the following IP address: 104.19.154.92
2. Click Save
3. Locate the www record

• If the www record exists, edit the www record to point to either @ or your domain name
• If the www does not exist, please create the record as follows:Type: CNAMEName: wwwHost: the Rocket.net placeholder url you received from us (for example: wabcd123.wpdns.site)

Email Us That You’re Ready To Park The Domain

Once you’ve completed the steps above, email us at help@wplaunchify.com and provide:1) Your existing LaunchKit URL (the one you received when you signed up that the site is on now)2) Your Domain Name in full that you have pointed (using steps above)

We Will Email You When The Domain Is Resolved

We will monitor when your DNS fully resolves to the new domain name and email you when ready.

Easy!

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Remote Images & Video Streaming

Why You Need This

Images and Video are the type of content that is best offered to your audience from specialized servers.There are two main benefits:1) These specialized servers provide dedicate and optimized delivery vs. your own website2) You can create a remote library of assets that can be used across all your websites3) You simplify the backup and resale of your website solutions by avoiding storage of local media

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Bunny.net Storage v. Streaming For Video Delivery

Why Do I Need Bunny.net?

Video content is very different from static website media like images, pdf files or text. It requires a specialized and dedicated type of server, and the storage and bandwidth requirements of delivering video are much higher because of the nature of how video works (for example: you cannot “cache” a video on the client browser easily like you can an image or web page).Bunny.net is a very inexpensive but specialized service that can be used with your WPLaunchkit site to eliminate all of the problems of hosting and storing your own media. This includes images, pdf files and (especially) video content. It costs pennies per month but delivers an optimal experience for your users, and a much better management experience for you versus having a bloated media library.

Storage v. Streaming

Here is a video showing the differences in action:

It is recommended that you use Storage if you have small videos or background images, under 3Mb. Otherwise, use the Streaming option to ensure the best overall user experience for your video content as well as the benefits of security, organization and analytics.

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Bunny.net

Streaming video on a WordPress website using Bunny.net involves a few steps, including setting up your Bunny.net account, configuring your video settings, and embedding the video on your WordPress site. Here are detailed instructions to help you with the process:

Step 1: Sign up for Bunny.net

• Open your web browser and go to the Bunny.net website.
• Click on the “Sign Up” or “Get Started” button to create a new account.
• Fill out the required information, including your email address, password, and other details.
• Follow the prompts to complete the registration process.
• Verify your email address by clicking on the verification link sent to your email inbox.

Step 2: Set Up a Pull Zone

A Pull Zone is where you will store and serve your video content through Bunny.net’s content delivery network (CDN).

• Log in to your Bunny.net account using your credentials.
• In the Bunny.net dashboard, click on “Pull Zones” in the left-hand navigation menu.
• Click the “Create Pull Zone” button.
• Fill out the required information for your Pull Zone, including the Zone Name and Origin Server URL, where your video files are hosted.
• Choose your desired settings for caching and other options. For video streaming, it’s often best to enable caching for better performance.
• Click “Create Pull Zone” to create your Pull Zone.

Step 3: Upload Your Video Content

• In the Bunny.net dashboard, click on “Storage” in the left-hand navigation menu.
• Click on “Storage Settings” and then “Access Keys.” Generate a new Access Key if you don’t have one already.
• Use an FTP client or other file transfer method to upload your video files to the storage using the Access Key credentials.

Step 4: Configure Video Streaming

• Once your video files are uploaded, go to the “Pull Zones” section of your Bunny.net dashboard.
• Click on the Pull Zone you created in Step 2.
• In the Pull Zone settings, click on the “Edge Settings” tab.
• Scroll down to the “Video Streaming” section and enable it.
• Configure your video streaming settings, including the desired streaming protocol (HLS or DASH), bitrate, resolution, and other options.
• Save your settings.

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How To Protect Member Content With Tags

What Are Tags?

In this context, “tags” are Automation Tags (versus Taxonomy Tags), so they are used with your CRM such as FluentCRM to keep track of “yes/no” questions about the status of your user’s journey.For example:

• Purchased Product XYZ = “Has the person purchased this product (yes/no)?”
• Viewed Page 123 = “Has the person viewed this page or post (yes/no)?”
• Subscribed To Membership ABC = “Has the person subscribed to this membership (yes/no)?”
• Can Access Content = “Can the person view this protected content (yes/no)?”

We can keep track of every person we add to a CRM as a “contact” and then synchronize their contact profile to their WordPress “user” profile with the WPFusion plugin. Even better, when using FluentCRM instead of an external CRM, this is all automatic.In sum, we use tags to track the journey of the user, display or hide different content, and then have these tags available to use to use both in the CRM (for email or automations) or in the WordPress site (for conditional display or changing the user’s experience).

Three Ways To Protect Member Content

Since we have tags (as well as custom field data) available to us inside of the WordPress site, we can use the existence of tags as a condition for displaying or hiding content to any user. These are:

• The Full Page, Post, Navigation or Search Result – This means we can protect the visibility of any such item by using the WPFusion meta box that asks for any or all tags you choose as the condition for displaying item.
• A Wrapper Block inside of any page or post content – This can be the WPFusion block or if you are using FluentCRM the “Conditional Section” block. These act as containers to hold other blocks, but enable you to program the existence of one or more tags to show what is inside of the wrapper.
• An individual Block – You can also conditionally display any individual Gutenberg block inside of the WordPress editor by way of the Visibility or Conditional Block meta boxes. This can be by way of Automation Tags, or in combination with other conditions such as the existence of certain products in the Checkout or previous purchases, IP, time of day, etc.

Watch this video for detailed examples of all three:

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Membership Site Automations

In this live event, Spence will show you three simple but powerful ways you can capture cold leads, warm prospects and paying customers into your sales funnel and marketing automation system with Kadence and LaunchKit. LeadMagnet forms, Free Products, Paid Products and more.If you’re looking to grow your Creator audience, convert more folks into paying customers, or sell more to your existing audience, this is one live event you won’t want to miss.

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How to Create Tags

Introduction to Tags

Tags are essential for connecting with various plugins. Tags help you categorize and segment your website visitors, customers, and users based on their actions and behaviors. Also, it enables you to grant access to courses, subscriptions, deliver personalized content, automate marketing processes, and optimize engagement strategies.

Tag Strategy

Before creating your first tag, it is strongly suggested to set up a tagging strategy. To create a consistent tagging structure that is easy to find and identify, it is recommended that the first word is an action like subscribed, purchased, or enrolled, followed by the item name like newsletter, session, or writers guide. Then craft a brief description for the tag to help you remember its purpose or criteria.

Tag Examples:

• “subscribed newsletter” – opt-in to the newsletter form on the website
• “optin download1” – opt-in to download 5 Steps to the Perfect Sales Email
• optin download2″ – opt-in to download Writing Better AI Prompts
• “purchased book1” – purchased How to Write Copy that Converts
• “purchased book2” – purchased How to Write Better Website Copy
• “enrolled course1” – enrolled in the online course How to Sell Online Courses
• “enrolled course2” – enrolled in online course How to Write Better Subject Lines
• “booked session60” – booked a 60-minute discovery session
• “booked session90” – booked a 90-minute session

Step-by-Step Instructions to Create a Tag

1. Log in to your WordPress admin panel.
2. Navigate to the “FluentCRM” option on the left-hand sidebar.
3. Click on “FluentCRM” to access the Fluent CRM dashboard.

1. In the Fluent CRM dashboard, click on the “Tags” option from the top menu bar.
2. You will be redirected to the “Tags” page to view, create, and manage your tags.

1. On the “Tags” page, click the “Add New” button at the top right corner.
2. A new tag creation form will appear.

1. Enter a unique and descriptive name for your tag in the “Tag Name” field.
2. (Optional but strongly suggested) Provide a brief description for the tag in the “Description” field to help you remember its purpose or criteria.
3. Click the “Save” button to create the tag.

Congratulations! You’ve successfully created a tag. Repeat these steps to create additional tags.

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This guide provides step-by-step instructions to connect Stripe to WooCommerce, start with Test Mode (even without a Stripe account), and transition to Live Mode to accept real payments.

**Start with Test Mode (No Stripe Account Needed)**

If you don’t have a Stripe account, you can still enable Test Mode to set up and simulate payments. Test Mode doesn’t process real payments and allows you to test checkout functionality.

Step 1: Enable Test Mode in WooCommerce

1. Log into WordPress Admin.
2. Navigate to Plugins > Add New.
3. Search for WooCommerce Stripe Payment Gateway.
4. Click Install Now, then Activate.
5. Go to WooCommerce > Settings > Payments.
6. Find Stripe (Credit Card / Debit Card) and Enable it.
7. Click Manage next to Stripe.
8. Toggle Enable Test Mode ON.
9. Click Save Changes.

Step 2: Run Test Payments

1. Visit your website’s checkout page.
2. Use the following test card numbers:

• Visa: 4242 4242 4242 4242
• MasterCard: 5555 5555 5555 4444
• AMEX: 3782 822463 10005
• Declined Payment Test: 4000 0000 0000 0002
1. Enter any future expiration date (e.g., 12/30).
2. Use any CVC (e.g., 123 for Visa/MasterCard, 1234 for AMEX).
3. Complete checkout and verify the order in WooCommerce > Orders.

**Connect a Stripe Account for Live Payments**

To accept real payments, you’ll need a Stripe account. You can create or connect one through WooCommerce.

Scenario 1: You Do Not Have a Stripe Account

If you don’t already have a Stripe account, follow these steps:

Step 1: Create a New Stripe Account

1. Go to WooCommerce > Settings > Payments.
2. Click Manage next to Stripe.
3. Click Create or Connect an Account.
4. Fill out Stripe’s signup form with:

• Business information
• Personal details
• Banking details
1. Agree to Stripe’s terms and authorize WooCommerce.
2. Stripe will redirect you back to WooCommerce.

Step 2: Configure Stripe in WooCommerce

1. Verify that Live API Keys are auto-filled (WooCommerce > Settings > Payments > Stripe).
2. Set up a webhook in WooCommerce:

• Click Configure Connection in the Stripe settings under Account Details.
• WooCommerce will guide you to connect the webhook.
1. Enable payment methods (Credit Cards, Apple Pay, Google Pay).
2. Set Charge Immediately or Authorize & Capture Later.
3. Click Save Changes.

Scenario 2: You Already Have a Stripe Account

If you already have a Stripe account, follow these steps:

Step 1: Connect Your Stripe Account

1. Go to WooCommerce > Settings > Payments.
2. Click Manage next to Stripe.
3. Click Connect with Stripe.
4. Log into your Stripe account and authorize WooCommerce.
5. Once redirected back to WooCommerce, confirm Live API keys are present.

Step 2: Configure Stripe in WooCommerce

1. Verify API Keys under WooCommerce > Payments > Stripe.
2. Set up the webhook using the Configure Connection button under Account Details in WooCommerce.
3. Enable Payment Methods (Credit/Debit Cards, Apple Pay, Google Pay).
4. Choose Charge Immediately or Authorize & Capture Later.
5. Click Save Changes.

**Switching to Live Mode**

Step 1: Disable Test Mode

1. Go to WooCommerce > Settings > Payments.
2. Click Manage next to Stripe.
3. Toggle Test Mode OFF.
4. Ensure Live API keys are present (these should be auto-filled if you connected your Stripe account).
5. Click Save Changes.

Step 2: Verify Live Transactions

1. Place a small real payment to confirm successful transactions.
2. Check WooCommerce > Orders to verify order processing.
3. Ensure webhooks and payment methods are functioning correctly.

**Final Notes**

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LaunchKit Platform Outline

Creator Types

• You want an easy platform for you to use
• You want an easy platform for your audience members to use
• You want an easy platform upon which you can create and sell add-ons and training

Solutions Offered

• Courses – Online or In Person
• Events – Online or In Person
• Consultation – Online or In Person
• Group Training – Online or In Person
• Products – Physical or Digital
• Services – Online or In Person

Product Types & Payment Terms

• Simple Products – One Time Payment
• Variable Products – One Time Payment, Different Options
• Subscription Products – Recurring Payments
• Variable Subscription Products – Recurring Payments, Different Options
• Events – One Time Payment
• Events – Recurring Payments

List Growth & Nurturing

• Prospect & Customer List
• Sales Funnels & Marketing Automation
• Track User Journey In CRM
• Tags and Custom Fields
• User Segmentation
• Abandoned Cart
• Affiliates

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LearnDash Overview and Quick Start

Overview:

Welcome to LearnDash, the premier Learning Management System (LMS) for creating and managing online courses. LearnDash makes it easy to create engaging and effective courses that your learners will love.

The Course Builder option in LearnDash allows you to create a structured course outline by organizing your content into categories, lessons, and topics. This feature gives you complete control over the layout and organization of your courses, making it easy for learners to navigate and understand the material.

Why Use LearnDash:

• User-Friendly Interface: LearnDash provides an intuitive and user-friendly interface, making it easy for both course creators and learners to navigate and use the platform effectively.
• Customizable Course Creation: Create and customize your courses with ease using a variety of content formats such as text, videos, quizzes, assignments, and more, allowing you to design engaging and interactive learning experiences.
• Drip-Feed Content: Gradually release course content to learners over time, allowing you to control the pace of learning and maintain learner engagement throughout the course.
• Multi-Media Support: LearnDash supports a wide range of multimedia formats, making it simple to incorporate videos, audio files, images, and other interactive elements into your courses.
• Quizzes and Assessments: Easily create quizzes, assessments, and surveys to evaluate learner progress and reinforce key concepts, helping learners retain information effectively.
• Certificates and Badges: Reward learners with customizable certificates and badges upon course completion, motivating them to achieve their learning goals and boosting their sense of accomplishment.
• Gamification: Incorporate gamification elements like points, leaderboards, and achievements to enhance learner engagement and create a more enjoyable learning experience.
• Secure and Reliable: LearnDash provides robust security measures to protect your content and user data, ensuring a safe and reliable learning environment.

Quick Start Instructions:

Creating a Course:

1. Log in to your LearnDash Dashboard.
2. Click on the “Courses” tab in the left-hand menu.
3. Click the “Add New” button to create a new course.
4. Fill in the course title, description, and other relevant details on the Course page.
5. Click on “Settings” in the top menu to set the access settings, such as enrollment options and prerequisites.
6. Upload a course image or thumbnail in the “Featured Image” that represents the course visually.
7. Configure course settings, including content drip (if desired), points, and certificates.
8. Click the “Publish” button to make your course live.

Adding Lessons:

1. Inside your created course, click on the “Builder” tab.
2. Click the “New Lesson” link to create a new lesson.
3. Enter the lesson title and click “Add Lesson.” Repeat for each lesson in the course. Click “Publish.”
4. Hover over a lesson and click “Edit” to add lesson content using the LearnDash editor. You can include text, images, and videos.
5. Set lesson settings, such as prerequisites and lesson points.
6. Click the “Publish” button to save the lesson.

Creating Quizzes:

1. Under your created lesson, click on the “Quizzes” tab.
2. Click the “Add New” button to create a new quiz.
3. Enter the quiz title, description, and other details.
4. Add quiz questions using various question types like multiple-choice, true/false, and essay.
5. Set quiz settings, including passing grade, attempts, and timers.
6. Click the “Save” button to save the quiz.

Assignments:

1. In the lesson editor, add an “Assignment” block to your lesson content.
2. Configure assignment settings, such as submission type (file upload or text), due date, and maximum file size.
3. Save the lesson.

Managing Enrollments:

• Navigate to the “Enrollment” tab in your course.
• Manually enroll users by clicking the “Enroll Users” button and selecting users from the list.
• Use LearnDash groups to manage enrollments in bulk.

Generating Certificates:

• Under the course, click on the “Certificates” tab.
• Click the “Add New” button to create a new certificate.
• Customize the certificate appearance and content.
• Set conditions for certificate issuance, such as completion requirements.
• Save the certificate.

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List Of Applications For LaunchKit

Resume and Cover Letter ServicesOnline Meal PlansOnline Craft WorkshopsVirtual Wedding PlannerOnline Business Networking EventsRemote Job Search AssistantSenior Care ServicesGardening Services and ConsultationsOnline Personal Finance CoachingTraveling Planning ServiceOnline Fitness/Wellness CoachHealth/Nutrition CoachHandmade Crafts/ArtsLanguage Training/CoachMusical Instruments CoachSketchbook CoachApp DevelopmentNiche Subscription BoxWeb Design/DevelopmentDigital Marketing AgencySocial Media ManagementContent CreationAI CoachingVirtual AssistantBusiness Consulting/CoachingFreelance ServicesOnline Course CreatorAuthors/WritersSelf Publishing with KDPAffiliate MarketingDog Walking ServicesLawn Care ServicesMobile Car ServicesPrint on DemandDropshippingLife CoachingOnline Legal Doc PreparationVirtual Interior DesignRemote Piano LessonsVirtual Real Estate ToursDating and Relationship AdviceDigital Art and DesignOnline Tech SupportLanguage Translation ServicesHome Organization and Decluttering ServicesPersonal Styling and Fashion consultingPet GroomersPet TrainingPet SittingHome SittingRemote Event Planner

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LaunchKit Basic Setup Outline

WooCommerce

• Product management (physical, digital, and variable products).
• Shopping cart and checkout functionality.
• Integration with payment gateways like Stripe.

• Navigate to your WordPress dashboard.
• Go to Plugins > Add New.
• Search for WooCommerce, install, and activate it.
• Basic Configuration:

Follow the WooCommerce setup wizard to configure store details, currency, and shipping options.

WooCommerce Stripe Payment Gateway

• Accepts major credit and debit cards.
• Secure transaction processing.
• Supports refunds and payment management within WooCommerce.

• Install WooCommerce Stripe Payment Gateway from your software bundle.
• Activate the plugin.
• Minimal Configuration:

Go to WooCommerce > Settings > Payments.

• Enable Stripe and click Set up.
• Enter your Stripe Test API keys (from your Stripe account under Developers > API keys).
• Enable Test Mode for testing transactions.
• Save changes.

LearnDash LMS

• Course creation with lessons, topics, quizzes, and assignments.
• Drip-feed content scheduling.
• User progress tracking and reporting.

• Upload and install LearnDash LMS from your software bundle.
• Activate the plugin.
• Minimal Configuration:

Navigate to LearnDash LMS > Settings.

• Configure general settings, such as course permalinks and global LMS settings.

WooCommerce for LearnDash Integration

• Associates courses with WooCommerce products.
• Utilizes WooCommerce’s payment gateways and sales features.
• Manages course access based on product purchases.

• Install WooCommerce for LearnDash from your software bundle.
• Activate the plugin.
• Minimal Configuration:

In LearnDash, set the course Access Mode to Closed.

• Create a Simple Product in WooCommerce.
• Under the product’s Product Data section, link the product to the LearnDash course.
• Set the product price and publish it.

LaunchFlows

• Simplifies checkout pages.
• Adds one-click upsells, downsells, and order bumps.
• Customizes the sales funnel with flexible options.

• Install LaunchFlows from your software bundle.
• Activate the plugin.
• Minimal Configuration:

Navigate to LaunchFlows > Settings.

• Configure global settings to enable streamlined checkout experiences.
• When editing WooCommerce products, use the LaunchFlows options to customize sales flows, such as adding custom thank-you pages or redirect URLs.

WP Fusion

• Syncs user data and actions with your CRM.
• Applies tags based on user behavior (e.g., course enrollment, product purchases).
• Restricts content based on CRM tags.

• Install WP Fusion from your software bundle.
• Activate the plugin.
• Minimal Configuration:

Navigate to Settings > WP Fusion.

• Select your CRM (e.g., FluentCRM if included) from the list.
• Enter your CRM API credentials to establish the connection.
• Configure general settings, such as user tagging upon registration and purchase.

FluentCRM

• Contact management and segmentation.
• Email campaign creation and automation sequences.
• Detailed analytics and reporting on email engagement.

• Install FluentCRM from your software bundle.
• Activate the plugin.
• Minimal Configuration:

Navigate to FluentCRM > Settings.

• Set up your Email Sending Service (e.g., configure SMTP settings or use a third-party service).
• Input your business details for email headers.
• Begin building your contact list by adding contacts or importing existing ones.

Integrate WP Fusion with FluentCRM

• Automatically applies tags in FluentCRM based on user activities.
• Triggers automated email sequences when specific tags are applied.
• Keeps user data updated across platforms.

• In WP Fusion settings, ensure FluentCRM is selected as your CRM.
• Configure Tagging Options:

Go to WP Fusion > General Settings.

• Enable automatic tagging for actions like course enrollment, product purchases, and form submissions.

Set up Automations in FluentCRM:

• Navigate to FluentCRM > Automations.
• Create new automation workflows triggered by the tags applied by WP Fusion.

Set Up Basic Automations in FluentCRM

• Automated email sequences.
• Behavioral targeting based on tags.
• Personalized communication at scale.

• Create Tags:

In FluentCRM, go to Contacts > Tags and create relevant tags (e.g., New Customer, Course Purchased).

• Navigate to FluentCRM > Automations.
• Create a new automation triggered by a tag (e.g., Course Purchased).
• Add actions such as sending a welcome email, applying additional tags, or notifying team members.
• Activate the automation to start engaging with customers automatically.

Configure WooCommerce Settings for Optimal Performance

• Checkout customization.
• Account and privacy settings.
• Email notifications for orders.

• Go to WooCommerce > Settings.
• Under the Accounts & Privacy tab:

Do not allow Guest Checkout. You want everyone to be registered and logged-in

• Configure account creation settings.

Under the Emails tab:

• Customize the email templates sent to customers.
• Ensure that email notifications are enabled for key events.

Test the Entire Workflow

• Simulate a Purchase:

As a test user, purchase a course product using Stripe in Test Mode.

• Verify that the order is processed, and payment is captured.

• Confirm that the test user has access to the LearnDash course purchased.

• In FluentCRM, check that the appropriate tags have been applied to the test user.
• Ensure that any automation sequences have been triggered.

• Confirm receipt of transactional emails (order confirmation, course enrollment).
• Verify that automated emails from FluentCRM are sent as expected.

Final Preparations for Launch

• Disable Test Mode in Stripe:

Go to WooCommerce > Settings > Payments > Stripe.

• Uncheck Test Mode and enter your Live API Keys.

• Double-check all configurations in WooCommerce, LearnDash, WP Fusion, FluentCRM, and LaunchFlows.

• Use a reliable backup plugin to create a full backup.

• Install a security plugin (e.g., Wordfence) and configure basic security settings.

• Consider using a caching plugin to improve site speed.

Summary of Plugins, Their Features, and Importance

• WooCommerce:

• Importance: Enables product sales and payment processing.

• Features: Secure payment processing via Stripe.
• Importance: Allows customers to pay using credit/debit cards.

• Features: Course creation and management.
• Importance: Enables you to offer online courses.

• Features: Links LearnDash courses to WooCommerce products.
• Importance: Allows seamless selling of courses through WooCommerce.

• Features: Enhances WooCommerce with sales funnel functionality.
• Importance: Optimizes the checkout process and increases conversions.

• Features: Connects WordPress site with your CRM.
• Importance: Automates data synchronization and marketing efforts.

• Features: Email marketing and CRM within WordPress.
• Importance: Manages customer relationships and automates communications.

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AffiliateWP Overview and Quick Start

Overview:

Why Use AffiliateWP:

• Easy Setup: With our user-friendly interface, you can have your affiliate program up and running in minutes.
• Real-time Reporting: Gain valuable insights into your program’s performance with real-time reports on clicks, referrals, and earnings, enabling you to make informed decisions.
• Unlimited Affiliates: Scale your program effortlessly by recruiting an unlimited number of affiliates to promote your products or services.
• Flexible Commission Structures: Customize commission rates, set up tiered structures, and reward affiliates based on their performance, giving you the flexibility to incentivize and motivate your partners effectively.
• Automatic Payouts: Simplify your financial processes with automated affiliate payouts via PayPal, Stripe, or other supported payment gateways.

Suggestions for Application:

• E-commerce Stores: Establish an affiliate program to encourage bloggers and influencers to promote your products and drive sales. Reward affiliates for referring customers who make purchases on your online store.
• Membership Sites: Develop an affiliate program to encourage members to refer others to join your exclusive community.
• Blogs and Content Websites: Monetize your blog or content platform by promoting products or services related to your niche. Partner with affiliate programs to enhance your income while providing valuable recommendations to your audience. Offer exclusive discounts to your followers through your affiliate links.
• Digital Product Creators: Invite affiliates to promote your e-books, online courses, software, or digital downloads. Offer tiered commissions to incentivize top-performing affiliates to generate more sales. Leverage affiliate marketing to increase visibility and credibility within your industry.

Quick Start Instructions:

1. Log in to your WordPress dashboard.
2. Go to “AffiliateWP.”

1. In the dashboard, find the “AffiliateWP” menu and click on “Settings.”
2. Review and adjust general settings, such as referral link format and cookie expiration.

1. Head to the “Commissions” tab in settings.
2. Define your commission structure by selecting fixed rates or percentage-based commissions.

1. Under “AffiliateWP,” go to “Creatives” to upload banners, text links, and other promotional materials for your affiliates.

1. If you’re using an e-commerce platform or membership system, go to the “Integrations” tab and follow the instructions to integrate AffiliateWP seamlessly.

1. Customize your affiliate registration page by selecting a user-friendly form.

1. Spread the word about your affiliate program through your website, email marketing, and social media channels.
2. Monitor real-time reports in the AffiliateWP dashboard to track clicks, referrals, and earnings.

1. As sales and referrals roll in, review performance reports and initiate automatic payouts via your preferred payment gateways.

Congratulations! You’ve successfully set up your affiliate program using AffiliateWP. Watch as your program gains momentum and your affiliates drive growth for your business.

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FooEvents Overview and Quick Start

Overview:

Welcome to the world of seamless event management with FooEvents! Whether you’re hosting conferences, workshops, concerts, or any other type of event, FooEvents is your ultimate companion for simplifying the entire process. From ticket creation and sales to attendee check-ins, our powerful platform is designed to make your event planning experience efficient, enjoyable, and stress-free.

• Effortless Ticket Management: Create and customize event tickets easily, incorporating your branding and event details. Say goodbye to the hassle of manual ticket handling.
• Online Ticket Sales: Reach a wider audience by selling tickets online, 24/7. Empower attendees to purchase tickets conveniently from the comfort of their homes.
• Real-time Attendee Tracking: Monitor ticket sales, check-ins, and attendee statistics in real time. Make informed decisions to enhance event logistics and engagement.
• Seamless Check-In Process: Speed up check-in lines with our streamlined check-in process. Use mobile devices to scan tickets and grant access efficiently.
• Integration Capabilities: Seamlessly integrate FooEvents with WooCommerce to leverage existing online selling infrastructure.

Suggestions for Application:

• Conferences and Seminars: Manage multiple ticket types, speaker schedules, and attendee tracking effortlessly.
• Workshops, Webinars, and Training Sessions: Customize tickets for various workshops and track attendee progress seamlessly.
• Charity Fundraisers: Maximize ticket sales and donations with user-friendly online ticketing.

Quick Start Instructions:

1. Log in to your WordPress dashboard.
2. Go to “FooEvents.”

1. Click on “Create Event” and fill in the event details.
2. Customize ticket types, prices, and quantities.

1. Choose your preferred payment gateway for secure transactions.
2. Configure discount codes if applicable.
3. Integrate with your WooCommerce store for online ticket sales.

1. Utilize email campaigns and social media integration to boost event visibility.
2. Encourage influencers and partners to share your event.

1. Download the FooEvents Check-ins app on your mobile device.
2. Log in using your FooEvents credentials.
3. Scan attendee tickets to grant access seamlessly.

Congratulations! You’re now equipped with the power of FooEvents to manage your event efficiently and deliver an exceptional experience for your attendees.

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