WP Ultimo 101
Understanding the WP Ultimo Dashboard
Before we immerse ourselves in more advanced configuration options and the operational aspects of WP Ultimo let us take a look at the dashboard. Like many WordPress plugins, WP Ultimo creates a network-level menu entry titled ‘WP Ultimo’ with a number of children entries underneath. Network Dashboard Widgets WP Ultimo injects a few useful widgets into the network-level dashboard. This dashboard is found by navigating to My Sites > Network Admin > Dashboard. The widgets are designed to provide easy access to information and common operations for the network administrator. First Steps This widget predominantly appears on a fresh installation of WP Ultimo such as ours and reminds the network administrator to complete additional tasks. Summary The summary widget reports on the number of signups and their revenue for the day. The MRR (monthly recurring revenue) indicates a projected total across customers with revenue-generating memberships. Activity Stream This widget reports on events across WP Ultimo for which there is a variety to report on. Events could include aspects such as signups, cancellations, creations, and deletions of sites and other activities. Please refer to the events section of the documentation for a more detailed description. Right Now This utility widget displays a short summary of users and sites in the network. Handy shortcuts at the top allow for one-click access to create new sites or users. News and Discussions This widget fetches and displays the latest WP Ultimo news. It is advantageous to keep an eye on this widget for information about updates, critical bugs, and security fixes. WP Ultimo Dashboard Where the network-level dashboard presents holistic information about the network the WP Ultimo dashboard located at the top-level of the WP Ultimo menu presents information about the service. Welcome Tour On a fresh installation of WP Ultimo a brief welcome tour is displayed familiarizing the network administrator with the dashboard and its new functions. Customers of WP Ultimo 1.x will notice the dashboard as a new addition as well as more intuitive navigation and options. Documentation At the top of the dashboard lies the ‘Documentation’ link. The documentation (this documentation) contains a wealth of information regarding the installation, operation, support, and maintenance of WP Ultimo as well as ancillary information designed to be helpful to the network administrator. The documentation link is prevalent on most WP Ultimo pages providing contextual help when called upon. Thus when working with sites, for example, the documentation link will provide help related to the creation and management of network sites. Monthly Recurring Revenue Growth Leading from the network-level widget the MRR (Monthly Recurring Revenue) displays a monthly breakdown of revenue over a 12-month calendar period. New revenue is tracked in blue color while cancellations are reflected in red color. Date-range Support Depending on the number of customers, activity, and type of information statistics soon become overwhelming, difficult to find, and difficult to interpret. The date-range support built into the dashboard allows the network administrator to focus on only the information and information period required. The date range governs the period of the information displayed by the widgets directly below. These widgets display a range of information with respect to the network such as signups, cancellations, and demographics.
Checkout Forms are an easy and flexible way to experiment with different approaches when trying to convert new customers. WP Ultimo 2.0 offers a Checkout Form editor that allows you to create as many forms as you want, with different fields, products on offer, etc. To access this feature, go to the Checkout Forms menu, on the left side-bar. On this page, you can see all the checkout forms you have. If you want to create a new one, just click Add Checkout Form on the top of the page. You can select one of these three options as your starting point: single step, multi-step or blank. Then, click to Go to the Editor. Alternatively, you can edit or duplicate the forms you already have by clicking on the options below its name. There, you will also find the options to copy the form’s shortcode or to delete the form. Editing a Checkout Form You can create checkout forms for different purposes. In this example we will work on a registration form. After navigating to the checkout form editor, give your form a name (that will be used for internal reference only) and a slug (used to create shortcakes, for example). Forms are made of steps and fields. You can add a new step by clicking on Add New Checkout Step. On the first tab of the modal window, fill the content of your form’s step. Give it an ID, a name and a description. These items are mostly used internally. Next, set the visibility of the step. You can choose between “Always show”, “Only show for logged in users” or “Only show for guests”. Finally, configure the step style. These are optional fields. Now, it’s time to add fields to our first step. Just click to Add New Field and select the type of section you want. Each field has different parameters to be filled. For this first entrance, we will select the “Username” field. You can add as many steps and fields as you need. To display your products for your customers to pick one, use the Pricing Table field. If you want to let your clients choose a template, add the Template Selection field. And so on. Note: username, email, password, site title, site URL, order summary, payment, and submit button are mandatory fields to create a checkout form. While you are working on your checkout form, you can always use the Preview button to see how your clients will see the form. You can also alternate between view as an existing user or a visitor Finally, on Advanced Options you can configure the message for the “Thank You” page, add snippets to track conversions, add custom CSS to your checkout form or restrict it to certain countries. You can also manually enable or disable your checkout form by toggling this option on the right column, or delete permanently the form. Don’t forget to save your checkout form! To get your form’s shortcode click to Generate Shortcode and copy the result shown on the modal window.
Touring the Admin Panel
The WP Ultimo Grand Tour The Ultimate WaaS Solution. WP Ultimo aims to be as simple and self-explanatory as possible, but when you have a tool that does as much as ours do, it might be overwhelming to learn how to navigate the plugin options and admin pages on your own. In this lesson, we'll have a tour of the WP Ultimo admin pages to help you get situated. We'll also cover particular pages of interest when getting started and teach you how to use The Jumper to get around faster. Dashboard WP Ultimo Dashboard will show you some basic reports and analytics. This includes revenues, site activities like which product is selling, how many new memberships your site is getting, the number of site visitors, and its location. Checkout Forms The Checkout Forms will give you the flexibility you need to create custom registration pages. You can customize and pick the fields and information you wish to collect from your users. You can also insert custom classes and custom scripts within your form as well as put restrictions based on visitor or user country or location. Products The Products section is where you can create different plans, packages, and services you wish to offer within your network. Here you can define the prices, billing frequencies, as well as limits & quotas on the product level Memberships The Memberships page will allow you to see the list of subscriptions within your network. You can review and edit members subscription details such as plans and products included in their subscription, the number of sites, billing amount and frequency, payment history of each member and timestamps. Payments Payments page will give you a quick view of the payment history within your entire network as well as detailed payment information of a specific transaction. Like specific product and amount paid by the customer for that transaction. Customers The Customers page will show the list of members registered in your network. This page displays basic user information including name and email address, last login, and also a "switch to" link that will allow you to log in to the user's subsite as a site administrator instead of a super admin account. Sites Sites page contains the complete list of subsites within your network. This includes the "site templates" and subsites owned by customers or members of your network. You can easily access and manage subsites details like mapped domains, limits & quotas, plugins and themes, and site thumbnail. Domains The Domains page is dedicated to custom domains or mapped domains associated with subsites within your network. As a super admin, you have an option to manually add or map custom domain names from here. You can edit or view specific details of each domain from here like DNS records and logs Discount Codes Discount Codes are basically coupon codes should you wish to offer discounts to your end-users. You can create a coupon code from here and specify the desired discount value you want to issue to a specific or a group of users. Broadcasts Broadcasts is a useful tool for super admin in rolling out announcements or sending private messages to your subsite users. You can target specific user groups based on the plan or product they are subscribed under. Settings The Settings page is where you go to configure WP Ultimo. You can edit things such as registration settings, payments, API and webhooks, domain mapping and other integrations. You can also access and install WP Ultimo add-ons from here. Installing WP Ultimo Add-ons To install WP Ultimo add-ons go to the Add-ons block on the right side of the Settings page and click the Check our Add-ons button. This will redirect you to the list of WP Ultimo add-ons, where you can download and install them. Events The Events page keeps a record of all the events and logs happening within your entire network. It tracks different activities happening in your multisite, like plan changes. This is super useful in helping you monitor different movements or changes. Webhooks This section is for advanced users as webhooks are commonly used to deliver data to another application. This is useful should you need to send data from WP Ultimo to another platform like Zapier.