Documentation and tutorials for clients.
Website features
Website Hosting Information
Your website is hosted by Smart Inbound on the FlyWheel platform. FlyWheel is a top WordPress hosting provider with excellent speed, security, and support. You will use your portal below to set up your monthly billing: Billing URL:…
Domain Information
Your domain is managed at the site it was originally purchased, unless you have specifically transferred it. Your domain uses nameservers that point to a series of DNS records. DNS records tell a computer what to do each time the domain is used (like typing it into a…
Theme Information
Smart Inbound uses Divi, a design tool built by Elegant Themes for WordPress. Your website is connected to Smart Inbound’s Elegant Themes account, with a separate API key for your business. Smart Inbound makes a copy of certain Divi files so we can make edits…
Security Information
Smart Inbound uses a wide variety of security best practices. You can view them on our security page here: https://smartinbound.com/security/
SEO Information
Accessible in the WordPress menu under: “SEO” Yoast is the #1 search engine optimization plugin. It adds an SEO dashboard in the WordPress menu, as well as an SEO module on the back-end of each page. Yoast SEO is used to: Adjust how website pages display in…
Google Site Kit
Accessible in the WordPress menu under: “Site Kit” If you disable the Google Site Kit plugin, you will need to add the Google Analytics tracking code manually in: “Divi > Theme Options > Integrations” With Google Site kit, you can: Verify your business as the…
Comment Spam Prevention
Accessible in the WordPress menu under: “Settings > Antispam Bee” Antispam Bee is a free Spam prevention plugin. Without this, you may start to receive a large amount of SPAM comments on posts. It is installed and configured on your website with basic…
Redirecting Links
Accessible in the WordPress menu under: “Tools > Redirection” A redirect is when a user types in yourwebsite.com/page-name and is instead sent to yourwebsite.com/other- page-name. You will want to create URL redirects to: Redirect old missing website pages to…
Email Capture Forms
Accessible in the WordPress menu under: “Bloom” or in: Divi’s Email Capture” Module You may use an email marketing program like MailChimp, Constant Contact, ActiveCampaign, or another. Bloom is a simple plugin built by Elegant Themes to collect email…
Remote Site Updates
Accessible in the WordPress menu under: “Plugins > ManageWP > Connection Management” Smart Inbound may be using a tool called ManageWP to check-in with your site. This plugin allows the ManageWP platform to access your site. Nothing needs to be done with this…
Contact Forms
Accessible in the WordPress menu under: “Contact Form” Your website may use Divi’s standard Contact Form module. The Divi Contact Form Helper plugin expands the capabilities of this standard feature. It will allow you to save and manage form responses directly inside…
Change Tracking
Accessible in the WordPress menu under: “Dashboard” or “Settings > Simple History” Many changes will be made to your website over time. Especially if you have multiple users, it may be important to track these changes. The Simple History plugin provides a log…
Form Spam Prevention
Accessible in a Divi builder contact form module: “Settings > Spam Prevention” Public contact forms on a website are often attacked by spam. Some of these can be dangerous or vulgar. Google provides a free service called reCAPTCHA to prevent this. A reCAPTCHA has…
Email Deliverability
Flywheel uses a third-party service called SendGrid to send emails that come from your website. Because SendGrid specializes in email sending, messages have a much higher chance of being delivered and not ending up in someone’s spam folder.
Tracking Pixels
Accessible in the Divi theme options: “Integration > Header Code” You may use Google Adwords, Facebook, TikTok, Twitter, Reddit, or other advertising platforms. Many of these platforms give you a “pixel” or tracking code to install on your website for remarketing…
Custom PHP Code
Accessible in theme files under: “Appearance > Theme File Editor” Smart Inbound will occasionally add custom PHP (a coding language) to your website in a file called functions.php. PHP is related to the functionality of your website. Each piece of code will be…
Custom CSS Code
Accessible in theme files under: “Appearance > Customize” Smart Inbound will occasionally add custom CSS (a coding language) to your website using the standard WordPress CSS editor. CSS is related to the look of your website. Each piece of code will be properly…
Support and Changes
Your website will be delivered to you in perfect working order. Once a company starts to make edits and plugins begin to release updates, we can no longer guarantee perfection. Here are the options for support and updates. Ongoing Support For Smart Inbound Work…
Website tutorials
Collaborating Digitally with Smart Inbound
Smart Inbound is a Google Workspace agency, and most of our shared tools will be in Google Drive. But we can also participate inside other platforms. View instructions for working with us inside Google or inviting us to your tech stack.
Adding Pages
1. Use the Dashboard menu to select Pages > Add New Page. 2. In the title text field, write the title of your page. 3. Adjust the newly generated page URL (permalink) if necessary. URLs should be descriptive but short, devoid of any articles (The, A) or…
Getting Started
Congratulations on a successful Smart Inbound website launch! Although we can handle many of the following items for you, it is always wise to familiarize yourself with the basics of your website. That is why we have created this documentation (always in progress)! If…
SFTP Direct Server Access
SFTP is where you can add, delete, and edit website files directly. For instance, you may use SFTP to delete a plugin that has disabled your site completely. Developers may request SFTP access to your website. Only give this information to individuals and companies…
Website Access
Your website is built on the WordPress platform. Smart Inbound also has a separate administrative user to access your WordPress site. You will use WordPress to: Make website changes Post blogs Add new users Respond to comments More, depending on your website…
Updating Plugins
You will often see a notification with a number of updates available in the WordPress menu. If you are using Smart Inbound Hosting and Support, do not worry about these updates. If you are not using Smart Inbound paid ongoing support, update at your own…
Uploading Images
It cannot be overstated how important it is to resize, compress, rename, and SEO-optimize images on your website. It will take time to follow the initial instructions, but it becomes very efficient once learned. Images that are too large in size (greater than 400kb)…
Adding Posts
1. Use the Dashboard menu to select Posts > Add New Post. 2. In the title text field, write the title of your post. 3. In the body text box, add the text and media that makes up your post. 4. In the categories selection box, select the correct available category(s)…
Editing A Page
Smart Inbound gives you full administrative and design access to your website. Your team may want to make design changes. Please note that each page on your website was carefully designed with the same fonts, spacing, and colors. As your team makes edits over time,…
Managing Products
If your platform has eCommerce capabilities, you may want to add or update products. 1. Use the dashboard menu to navigate to Products > All Products. Here you can add a new product or edit a current product. You can also see information such as stock levels or…
Formatting Logo Images
You may be showcasing logos of other companies on your site. In order to make logo bars or logo directories look their best, it is important to standardize each logo image. 1. Source the highest quality initial logo image possible. Use Google images to search for…
Adding A Company
1. Use the Dashboard menu to select Companies > Add New Company. 2. In the title text box, add the full name of the company using their spelling and formatting guidelines. 3. In the body text box, add the biography of the company and any additional information. 4….