Edit: Sharing Options
Once a shared template is created in InstaWP, you may customize it by accessing the numerous sharing options for the user who can use your template to create their new site such as Site validity, Send Credentials to Email, Enabling Site cloning, Auto Login to wp-admin, and much more.
In this documentation, we will explore:
Navigation to Template Options
Shared Template Sharing Options
Let’s get started 🚀
Step 1: Sign In to your InstaWP account and you will navigate to its dashboard.
Step 2: Click on the Templates button from the top navigation bar.
You will navigate to the shared templates page.
Step 3: Click on the Edit icon corresponding to the template for which you want to access the Template options.
This will take you to the built-in Template Options Page.
InstaWP allows you to set up your shared template by personalizing the sharing options from the following categories:
Email Collection
Security
Integrations
Advanced Options
Here, you can configure the following options to set up your shared template:
Collect Email
Set WP Admin Email
This option allows you to customize the landing page look and feel by enabling the following sub-options.
This option allows you to set WP admin email for the user, whether it will be Owner's Email or keep as it is (i.e. parent site email). By default, the user's email address is the admin email address for their WordPress instance. However, at times, you may want to grant your users guest access.
Once you're done making changes, save it.
Here, you can configure the following security options to set up your shared template:
Disallow File Modifications
Randomize WP Admin password
Redirect Non-whitelisted Users
This option allows you to lock the site editing features in the template site. Your users will not be able to upload a plugin or theme and cannot access the theme & plugin editors.
This option allows you to change/randomize WP admin password or keep as it is (i.e. parent site) for the user. This means, each WordPress site, spawned from your Shared Template, will have a different password.
This option is beta feature, that will allow you to add a whitelist IP address, Cookie, and User Agent. If the whitelisted parameters are not detected, then the users will redirected to a known Redirect URL (like wp-login.php).
Note: You can enter multiple values, separated by commas, in the IP Address, Cookie, or User Agent fields.
Once you're done making changes, save it.
Here, you can configure the following integration options to set up your shared template:
Webhook URL
Connect Email Provider
This option allows you to connect to any CRM of your choice to create an effective lead generator every time a user creates a new template site and change Webhook Request Type : urlencoded & json that allows you to effortlessly integrate and communicate with external systems using JSON payloads. For more information, you can refer to the Webhooks document.
This option allows you to select a provider by which the user sends WordPress emails using one of the transactional mailers or an SMTP server.
Once you're done making changes, save it.
Here, you can configure the following sharing options to set up your shared template:
Site Lifetime
Enable Site Cloning
Auto Login to wp-admin
Redirect URL
This option allows you to set the duration of the site that will be created by using this shared template. This value depends on the use case, it can vary from 30 minutes to the maximum value of your plan limit.
This option allows you to enable site cloning for the user by creating a replica of your existing website to make the changes.
This option allows you to not show the credentials to users, instead, they will be re-directed to wp-admin Dashboard automatically.
This option allows you to provide a relative URL in the text box where you want the users to be automatically redirected once their site is ready.
Once you're done making changes, click on the Save button from the bottom right corner of the interface.
Then, you will see a success message on your screen.
💡 Did you know - The user could change Admin email without confirmation using a plugin directly from their WP admin panel that uses your shared template to create their new site. Learn about Admin Email.
In this documentation, we will explore:
Navigation to Template Options
Shared Template Sharing Options
Let’s get started 🚀
Navigation to Template Options
Step 1: Sign In to your InstaWP account and you will navigate to its dashboard.
Step 2: Click on the Templates button from the top navigation bar.
You will navigate to the shared templates page.
Step 3: Click on the Edit icon corresponding to the template for which you want to access the Template options.
This will take you to the built-in Template Options Page.
Shared Template Sharing Options
InstaWP allows you to set up your shared template by personalizing the sharing options from the following categories:
Email Collection
Security
Integrations
Advanced Options
Email Collection
Here, you can configure the following options to set up your shared template:
Collect Email
Set WP Admin Email
Collect Email
This option allows you to customize the landing page look and feel by enabling the following sub-options.
| Options | Description |
|---|---|
| Collect Name | By enabling this you can collect the names of the users. |
| Email Required | By enabling this users will not be able to proceed without filling in an email address if this option is checked. |
| Email Spam Verification | By enabling this users will able to verify their email against spam filter. You can integrate reCAPTCHA to safeguard their demo environments, ensuring a seamless and secure experience for your users/visitors as well as your business. |
| Send Credentials to Email | By enabling this, if an email address is provided, the user will get the credentials on their email. |
| Reply-To email | Here you can enter the reply that you want to give to the user's email an automated demo confirmation emails that allows you to foster direct communication with the audience. |
| Hide Privacy Checkbox | By enabling this, you can hide the privacy checkbox for a user, effectively making it mandatory for users when they are using your shared template link. |
| Skip Form if URL query parameters are set | By enabling this, you can skip form if URL query paramaters are set that can pass data to a Form field when a user clicks on the URL. |
Set WP Admin Email
This option allows you to set WP admin email for the user, whether it will be Owner's Email or keep as it is (i.e. parent site email). By default, the user's email address is the admin email address for their WordPress instance. However, at times, you may want to grant your users guest access.
Once you're done making changes, save it.
Security
Here, you can configure the following security options to set up your shared template:
Disallow File Modifications
Randomize WP Admin password
Redirect Non-whitelisted Users
Disallow File Modifications
This option allows you to lock the site editing features in the template site. Your users will not be able to upload a plugin or theme and cannot access the theme & plugin editors.
Randomize WP Admin password
This option allows you to change/randomize WP admin password or keep as it is (i.e. parent site) for the user. This means, each WordPress site, spawned from your Shared Template, will have a different password.
Redirect Non-whitelisted Users
This option is beta feature, that will allow you to add a whitelist IP address, Cookie, and User Agent. If the whitelisted parameters are not detected, then the users will redirected to a known Redirect URL (like wp-login.php).
Note: You can enter multiple values, separated by commas, in the IP Address, Cookie, or User Agent fields.
Once you're done making changes, save it.
Integrations
Here, you can configure the following integration options to set up your shared template:
Webhook URL
Connect Email Provider
Webhook URL
This option allows you to connect to any CRM of your choice to create an effective lead generator every time a user creates a new template site and change Webhook Request Type : urlencoded & json that allows you to effortlessly integrate and communicate with external systems using JSON payloads. For more information, you can refer to the Webhooks document.
Connect Email Provider
This option allows you to select a provider by which the user sends WordPress emails using one of the transactional mailers or an SMTP server.
Once you're done making changes, save it.
Advanced Options
Here, you can configure the following sharing options to set up your shared template:
Site Lifetime
Enable Site Cloning
Auto Login to wp-admin
Redirect URL
Site Lifetime
This option allows you to set the duration of the site that will be created by using this shared template. This value depends on the use case, it can vary from 30 minutes to the maximum value of your plan limit.
Enable Site Cloning
This option allows you to enable site cloning for the user by creating a replica of your existing website to make the changes.
Auto Login to wp-admin
This option allows you to not show the credentials to users, instead, they will be re-directed to wp-admin Dashboard automatically.
Redirect URL
This option allows you to provide a relative URL in the text box where you want the users to be automatically redirected once their site is ready.
Once you're done making changes, click on the Save button from the bottom right corner of the interface.
Then, you will see a success message on your screen.
💡 Did you know - The user could change Admin email without confirmation using a plugin directly from their WP admin panel that uses your shared template to create their new site. Learn about Admin Email.
Updated on: 09/04/2024
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