- Getting Started on Flowww Sites
- WordPress Account
- Flowww Account
- Content Notes
- Theme Notes
- HubSpot Integration
- Using your own Domain
- Agency Access
1. Getting started on Flowww Sites:
Complete your Flowww account setup (linked in your Account Sign-up Confirmation Email – bookmark or save the link which includes a cookie string.)
Once you receive your onboarding email, you’ll be prompted to set your password. Complex passwords are required for your own security. (Never share or email passwords, not even to yourself.)
If you were set up as an Website Manager, WordPress may prompt you to change the Admin email. Ignore that as we have Flowww Support assigned to that role (see Flowww Terms of Service).
2. WordPress Account:
Complete your WordPress profile (can be found under Users when logged in). Your profile information can be displayed as an Author Profile on the blog. If you wish to add additional users, you have two options: a) add them as a User, or b) ask Flowww Support to add them.
If you wish to invite an Agency to help you with your Flowww account, use your Account Setup page to register the Agency with Flowww. Please note that the Primary Account Holder is responsible for all Users invited into their account.
All Users are subject to the Flowww Terms of Service. Accounts are set up with the Primary Account Holder as a Website Manager (access to technical Plugins and Content functions), and other Users or novices set as Content Manager (access to content-related functions). User roles may be toggled upon request to Flowww support, or by Website Managers.
You’ll see a User named “Eddy” as a SuperAdmin in your account (this is required) to manage the back end and provide support.
Get familiar with User Roles.
3. Flowww Account:
If your Site was set up with Demo Content, feel free to edit those pages or un-publish them once getting your bearings. Create pages as you wish.
If your Site was set up as a Shell without Demo Content, there will be empty sample pages. Feel free to edit, delete, or unpublished these pages once you get your bearings.
URLs (slugs) may be changed as needed. Redirection is installed and will generally recognize slug changes and create redirects for you automatically. That said, we recommend that you double-check redirects for best practices.
Check out the WordPress Gutenberg Demo to familiarize yourself with editing in Gutenberg and learning basic functionality.
Check out Flowww Sites FAQs to familiarize yourself with how Flowww works. The FAQs page is fairly lengthy. We recommend you keep that page open in a tab for easy reference.
4. Content Notes:
When ready, you may enter content in many ways: a) simply start typing and uploading well-optimized images, b) paste content into the page, c) import your content from another website.
Note: do not upload video or audio files. Instead, post them on YouTube or SoundCloud or similar services, and “embed” them into your site for better performance.
When pasting into a page, your content will largely auto-format. We recommend you past in plain text. Avoid pasting formatted content as it can cause unexpected results. As you become familiar with Gutenberg, you’ll see how to set up different content block types from rich text to columns, and more.
5. Theme notes:
Flowww-specific ‘Content’ formatting is primarily for the Header (hero) section at the top of the page (image, title, sub-title, buttons). These settings may be found when logged into your account and editing a page. At the bottom of the page, you’ll find settings for Desktop Image, Mobile Image, Alternate Title, Sub-headline, Buttons.
Flowww-specific ‘Page’ formatting is primarily for sidebars on Default and Landing Pages templates. For Default pages, editors may add Contextual Navigations (menus links) that are intended link to related content, CTAs (visuals, typically square with a button drawn on them) that are intended to link to downloads and tools.
For Landing Pages, there is a HubSpot Forms selector button which accesses a drop-down menu for your HubSpot Forms. When a form is selected, it displays automatically in the best position on the page which is pre-set in the Landing Page template as per Kayak’s HubSpot Integration, unique to Flowww Sites.
6. HubSpot Integration:
Flowww Sites features HubSpot software for WordPress: Contact Management & on-site Visitor Tracking, Forms & Pop-ups, Live Chat and Chatbots, Simple Email Automation, Built-in Analytics and much more.
You may elect to connect your existing HubSpot account, or Flowww Support can set up a HubSpot Free account for you, then send you an invitation to log into it. Where we are not aware of an existing HubSpot account, we will create the account and set basic settings for you. If we later find you have an existing account, we can easily swap it.
7. Using your own domain (Domain Mapping)
Mapping your domain to your flowww account can be a bit technical. We’ll ask you (or help you) add or modify an A-Record at your DNS service to point to your flowww account. The process can take a few minutes, or a few hours depending on how complex your setup is.
Flowww support can set it all up for you, but please be advised that we’ll need access to your DNS to affect changes. Flowww Sites provides hosting for your website; but not email or FTP, or your subdomains, apps, etc and we do not manage your domains, so don’t cancel your hosting service if you have any of these services already in place.
Once “mapped”, your flowww account will show up under your own domain, but still reside on flowwwsites.com
A nominal fee is charged for this service.
8. Agency Access:
Agencies may sign up for a Flowww account (Agency is Primary Account Holder) and invite their client to it by adding them as a User, or…
Agencies may ask their clients to sign up for a Flowww account (Client is Primary Account Holder) and authorize the Agency access as a User, in which case Flowww Support adds the Agency Representative as a Website Editor role.
Primary Account Holder
When the Agency signs up for an account, we set the User Role for the Agency contact as Website Manager, and other Users as Content Manager(s). In this situation, the Agency is responsible for adhering to Flowww Terms of Service, for all Users in the account. Agency is invoiced for the Subscription, Domain mapping, and any approved service requests.
When a Client signs up for an account and authorises Agency access, the client is set as a Content Manager and the Agency as a Website Manager. In this situation, the Client is responsible for adhering to Flowww Terms of Service, for all Users in the account. The Client is invoiced for the Subscription, Domain mapping, and any approved service requests.
Initial Site Setup
When an Agency signs up, the “Shell” account setup option is installed in anticipation the Agency will handle content porting, XML file importing, and Site setup activities.
When a Client signs up, the “Demo” account setup is installed, which features sample pages and guidance on how to use Flowww sites.
Flowww Service Requests
Only Primary Account Holders may request services from and be invoiced by Flowww Support. When an Agency is the Primary Account Holder, and a User has requested services, Flowww Support to refer the User back to the Agency.
Transfer of Account
The Agency may opt to authorize the transfer of Primary Account Holder status to the Client.