This post runs over why you would connect a CRM (Customer Relationship Management) system ( such as Hubspot) to your website.
Many CRMs now allow you to capture form data on your website and pull this into the CRM, this has the following benefits to you:
store users information in your CRM
be able to follow up in CRM and have all the interactions in CRM so you can see the history of interactions with that person
see what the user has been looking at on your website
The are 2 main ways of taking the users details from your website:
a form (standard or popup)
a chat box
An example form might look something like above ( this is one I’ve generated in Hubspot , but you can customise and generate your own forms in many ways in Hubspot, manually with HTML or with a tool such as Gravity forms for WordPress, or with other tools). Also remember to make sure you are GDPR compliant if your in the EU.
When the user submits the above form, this is what is will look like in Hubspot.
As you can see the data from the form is recorded in the activity section above and a new contact (Beavis) has been generated in the CRM contacts database. Where you can record all your interactions with this contact ( email , phone and so on ). Emails can also be automatically logged into your CRM and you can automate replies to emails with Marketing Automation sequences. This can be very useful when you have a large number of users (for example your supporters contacting your Charity or Not for Profit Organisation).
I’ve been using Hubspot in this article but the same can be done with others such as Salesforce ( and many others ). I haven’t gone into much technical detail in this post, only why and what are the benefits of this.
CRMs are great for following up and interacting with your supporters, customers, leads and so on. I hope I’ve shown you how you can easily ( and automatically ) put form contacts from your website into your chosen CRM, to make this process easy and save you time.
I plan to write another article on the technical aspects of how todo, what I’ve described briefly ( integrate your WordPress website with a CRM like Hubspot) in the coming months, but if you’d like help with doing this then please contact us below.
In this article, we’ll look at some ideas for useful things to have on your intranet and how to use these to help engage your Employees, members or Volunteers.
What are the benefits of engaged staff ?
Happy workforce ( productive workforce, helps business be more profitable)
Low Staff turnover ( saves money in recruitment and training)
Useful Intranet features for employee engagement
Employee Recognition Section
Make your staff feel engaged by recognising them and their achievements ( both personal and professional ). A section on your homepage for this would really make people feel valued, and a good way for other employees to spark up a conversation with the recognised individual ( or team) Some ideas of the kind of thing to recognise:
An employee has a work anniversary
An employee is doing a Marathon for charity
A employee or team have delivered a great project that will help company save money
The works Football team are doing well
“Our Intranet features a news feed with stories of employee honors and work anniversaries, volunteering, company sponsorships and other news with links to more details. It can be a challenge sharing our culture across four states in a regulated industry. But people love reading about and seeing images of colleagues they know as well as those they’ve never met. By far we’ve gotten the most engagement posting photos of employees in Halloween costumes and celebrating Ugly Sweater Day. In a regulated industry, the simple, silly things unite us and we laugh together. ” – An Intranet Manager I interviewed that wishes to remain anonymous.
New Employees Section
Welcome your new employees, with a section on the homepage, linking to their staff profiles.
Have somewhere, that employees can easily post suggestions, to save money, to make staff more engaged, to make money and so on. Your staff are your businesses greatest asset ( often the ones on the shop floor close to certain areas of the business can deliver great insights – that might otherwise never come to light). You could incentivise with a monthly prize for the best suggestion.
Display relevant content to the Intranet visitor based on one or a number of criteria ( or even let users pick what they want to see).
Displaying content based on a Persona
E.g. one type of persona could be ‘New Starter’ , are there any important documents they need to read, are their specific forms they might need to fill ( eg bank details so they can get paid on time).
If your a large organisation (with multiple locations across the globe) you might want display things based on the location, or the team ( maybe HR need to see something different to IT and so on).
Allowing Users to pick content they are interested in
You can let users pick some of the content they are interested in and have it displayed prominently for them.
Are you looking to have an intranet developed or would like to upgrade / improve your existing Intranet ? Get in touch we’re experts in this area.
WordPress can be a great choice as a company / staff Intranet, but it’s important to first define what features you need. Then to either code the features or choose plugins to use / customise.
Being a programmer, I think WordPress is an excellent intranet choice, the WordPress API allows you to customise things to how you want.
In this article I’ll later discuss some useful plugins for some of the main features.
Common features of a staff intranet
There are many possible features an Intranet website can have, these are probably the ones that nearly all Intranets will need.
Knowledge base / Document management System
Staff Directory and Profiles
Other features a company Intranet may need:
Forms ( online / downloadable printable forms )
Staff Events Calendar
HR section (policies and the like )
Social network features (such as groups, group threads, user to user messaging )
WordPress integration with Microsoft Active Directory (if you choose WordPress and your on a windows network)
Look and feel and navigation
This is down to preference, but some things to consider are:
A good homepage will have latest news prominently displayed.
Good navigation and Search feature to allow staff to navigate to the things that important to them.
How to achieve the main Intranet features with WordPress
WordPress has basic document management built into it as standard through the media library, which for many organisations will do what you need.
For basic Document Management on an Intranet you need to ability to:
Upload a file and store it
Generate a link to the file that can be used anywhere on the Intranet (allowing easy access)
Once you have this functionality you can create pages and put the documents on the pages, eg you might have a HR (Human Resources) section that has a policy documents page (just add the links to the page). Go to the file in the media library and get the link like in the image below:
If you want to go further, an example might be wanting to have review dates for documents. So you can guarantee that policies and training documents etc are upto date, then a good starting point is the WP Document Revisions Plugin (you’ll need to customise it alittle for review date functionality):
The blog feature of WordPress can be used for posting articles on any topic. If you want to create a company news section, a simple way is to create a category type of ‘company news’ and then add this to any post you want to have in the company news section.
<h3 class="entry-title"><palign="left"><ahref="<?phpthe_permalink();?>"rel="bookmark"title="<?phpprintf(__('Permanent Link to %s','gpp_i18n'),the_title_attribute('echo=0'));?>"><?phpthe_title();?></a></h3></p><br>
Another good one (with lots of features), is Buddypress. This one might be overkill if you want basic staff directory. It has member features for creating a social network – such as groups, member to member messaging and so on.
I hope this gives you some insight in creating an Intranet with WordPress. Although I’ve only touched on some of the basic features here.
If you’re planning an Intranet or would just like to know more, enter your email below to receive my free pdf which goes into much more depth on creating some other features that you might find useful things like:
being able to easily create forms
integrating WordPress with Microsoft Active Directory
If you’d like my free PDF on Intranet Development with WordPress please enter your email below:
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GTMetrix after I tuned up a client’s Woocommerce website
Speed tuning in WordPress and Woocommerce
This post contains details of how to supercharge your WordPress website.
Here are some speed tuning tips for getting your Woocommerce store loading quickly and keep customers on your site (slow loading = loss of customers).
Check file load times
In firebug look at the console requests (eg all the css/images etc, but especially important check for any php files like admin-ajax.php ). Any files that are taking a long time to load are slowing down the page for the user. It can be any type of file (but large uncompressed images are a common problem).
Look for any slow loading files:
A common one on woocommerce /?wc-ajax=get_refreshed_fragments often there is a plugin calling this (which causes a speed issue) – this may well be called by admin-ajax.php
A great way to reduce the number of requests hitting the server is to combine your css and js files. Autoptimize will do this for you, just install and tick the relevant boxes on the settings page (it will also minify your html/css/js).
<script defer src="path_to_your_script">
I recently had this problem with a mailchimp script mc-validate.js , holding up the loading of a page by about 2 seconds, defered it and now it loads super quick.
Woocommerce cart tip
Many themes have the cart details drop down, by having a static link instead you can save on alot of Ajax calls to populate the cart ( if you have a busy store this can make a significant difference).
This is a follow on to the first step, the less files you need to load (the fewer requests), the faster the page load. Of course there’s a balance to struck here. Between functionality / design and speed. Use a tool like Chrome web developer tools or a website tool like GTMetrix to check how many requests are being made
Some plugins load lots of files, it might be a case of looking at some of them and checking if you really need them all. As baseline I try not to have more than 20 plugins (but again this is very subjective, some are big , some small etc …)
By default this runs on every request to your website, if you have lots of requests this will drastically slow your website down.
Disable wp-cron default if you are getting lots of hits ( reconfig to only check a couple of times a day), see this article on how todo so.
check the memory_limit allocated (this is the max memory any one request/process can take, so this is for each users http request).
A quick way to get a glance at php.ini info is make a file with this in <?php phpinfo(); ?>
These are probably among the most important values you will want to configure (the values will depend on your environment, how much traffic etc…):
There are various ways to configure that depend on your server setup, I’m an expert in this contact me if you would like help and I can give you a quote.
Check the usage stats
Use something like awstats to see stuff like how much bandwidth you using, and any files that are being called alot.
Check the logs
Is there anything that seems to be causing a problem ?
Check error_log in webroot if available (or standard apache error_log if not), or debug.log in /wp-content if thats available.
memory errors will look something like this:
PHP Fatal error:Allowed memory size of536870912bytes exhausted(tried toallocate72bytes)in/home/mydomain/public_html/wp-includes/wp-db.php on line2406
You might need to optimise the database (always back up first!)
Another thing you can look at to optimise your database is post revisions (they take up alot of space in the posts table, if you backup regularly do you really need them ?). This article tells you how to disable post revisions.
Database Problems with Woocommerce wp_options (especially true for Woocommerce 2.4 and before)
Woocommerce can be slowed down due to too many rows in the wp_options table, on a good host I’d advise keeping this under 10,000 rows as a max. On shared hosting you would probably want to halve that.
After all the above to speed up look at things like:
caching (there are many good caching plugins available)
image compression (smushit is a great plugin, smaller image sizes mean faster page loading times)
Look at using a CDN(content delivery network), this can take alot of load off your server and speed up the loading experience for your customers. Of the CDNs I’ve used Cloudflare is the best.