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Jan 13
0

Why link your website to your CRM

By | Customer Relationship Management - CRM, Forms, HubSpot, Marketing Automation, Web Design, Wordpress | No Comments

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

 

Hubspot WordPress form integration

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.

Hubspot captured lead from WordPress website

 

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.

Jul 19
0

Buddypress how to sort Groups page alphabetically by default

By | Buddypress, PHP, Wordpress | No Comments

In this short blog post I’ll run over how you can sort the Groups index page in Buddypress alphabetically by default (i.e. on first load of page they will be ordered by group name).

Edit or override 2 of the Buddypress templates

You’ll need these in your theme:

wp-content/YOUR_THEMENAME/buddypress/groups/index.php

and

wp-content/YOUR_THEMENAME/buddypress/groups/groups-loop.php

If these templates don’t exist in your theme you’ll need to make copies of the 2 templates from the Buddypress plugin  ( find in buddypress/bp-templates/bp-legacy/buddypress ) and pop into your theme directory in a folder called buddypress. You might need to copy from your parent theme if they are used there ( this is because of the buddypress / wordpress template hierachy – you can look that up if you don’t understand this).

 

Changes in groups-loop buddypress template

Before the bp_has_groups function call you need to add:

and then change the bp_has_groups function to:

 

Changes in index groups template

find this section and change to have alphabetical first ( you could also use the selected attribute ):

 

And thats it job done. Remember Buddypress can save your select choices in the session, which can be confusing – so clearing the cache will help in this scenario.

 

 

 

Feb 20
0

How to override the comments form in a child theme

By | Custom Wordpress Theme Development, PHP, Programming, Theming, Wordpress | One Comment

This is a quick post on how to provide your own comments template in your child theme ( overriding comments.php in your parent theme). You can just as easily use the same code to override comments.php if you aren’t using a child theme.

Todo this you need to you need to use the filter ‘comments_template’ ( see the wordpress codex on this filter here)

 

A handy thing you might sometimes want todo is to have a custom comments template, for various custom post types. If you did want todo this you could just add in an if to encase the returned path and filename. e.g.

 

 

Hope someone finds these snippets for how to override comments.php useful.

 

 

Feb 09
0

How to engage your staff using your Intranet

By | Buddypress, Intranet, PHP, Web Design, Wordpress | No Comments

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.

intranet employee engagement features

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.

Suggestions

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.

Personalisation

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.

 

Feb 06
0

Buddypress how to remove tabs from groups sub tabs ( eg remove Delete group)

By | Buddypress, Membership sites, PHP, Wordpress | No Comments

This code is based on a post from the buddypress forums tested on Buddypress 2.9.2  ( forum states its compatible from BP 2.6+).

In this example we remove the Delete tab and also permission so that user can’t try and goto the url to access it.

Note there are numerous other examples / versions of this code  scattered about the bp forums that dont work as function bp_core_remove_subnav_item now requires the extra param (see code below).

important: Navigation API has lots of good up to date examples

 

See this post also on hiding the delete tab on the groups from the buddypress forums

 

 

Jan 22
0

WordPress SQL snippets

By | PHP, SQL, Wordpress | No Comments

A place to keep snippets of useful WordPress SQL.

Do a select based on some meta field of a post ( i.e. search for a post that has a particular metafield  )
In the example above I’m searching for posts with a value for id_vim_node. This is based on this code from stackexchange

Output WP_Query sql code (very useful for debugging WP_Query )

if in the loop

outside of loop

based on this post on stackexchange