Knowledge

PURCHASING SUBSCRIPTIONS

In the Products/Services section, you will find some subscriptions under ‘Monthly Maintenance Packages with Devs hours’.

After purchasing, you will be able to see your subscription by clicking on the ‘Subscriptions’ option on the left menu.

In your subscription order, you will receive a report with the activities performed on your site. This information is provided every two weeks.

1. Speed Results

2. Plugin Updates

3. Site Audit of all Major functions

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CREATING A TICKET FROM AN E-MAIL

  1. You can also send an e-mail to solomediagroup@es1.serviceprovider.app to create a ticket on HelpDesk.
  2. Here, the same instructions to “Creating a ticket” applies:
    – Write your subject. Be as specific as possible.
    – You can then select the order from which you want to use the hours for this task.
    – Write a clear description of what you need. 
    – You can include attachments to provide more details.
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DOS & DON’TS OF TICKETS

Do’s

  • Be specific. To avoid any delays in your service, please provide specific details about what you need. Please include:
    • What is the issue (i.e.: ‘Homepage form not showing X field’)
    • Where is it located (i.e.: ‘The issue is in the Homepage, here is the link’)
    • Screenshots to show how the issue looks like
    • Video to show more in detail what you need. Loom is a wonderful free tool that you can use for this. 

Don’ts

  • Provide vague descriptions. This will lead to more inquiries, emails & calls to discover exactly what the issue is.
    • Example: ‘The email doesn’t work. Please fix it.’
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CREATING A TICKET

  1. Go to the ‘Tickets’ option on the left side menu.
  2. Click on ‘New Ticket’ on the top right side.
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  1. Write your subject. Be as specific as possible.
  2. You can then select the order from which you want to use the hours for this task.
  3. Write a clear description of what you need. 
  4. You can include attachments to provide more details.
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I RECEIVED AN ESTIMATE. NOW WHAT?

An Estimate details your project’s needs and the budget allocated for each part of your project.

You will receive an estimate from Freshbooks, that is the tool we use for Estimates and Billing.

To check it, go to ‘View Estimate’

When you have revised it, click ‘Accept’ in the top right side of the screen.

After this, our team will contact you for the kick off of your project.

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HOW TO GRANT ACCESS TO KLAVIYO

  • Enter your ‘Account’ option in Klaviyo
  • Click ‘Settings’ tab 
  • Go to ‘Add new user’.
  • In the case of our company, you’re going to add support@solomediagroup.co 
  • We will need to have an Admin role so we can access the API and everything.
  • Then you click ‘Add user’ and an email will come over to us.

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HOW TO DELEGATE WPENGINE ACCESS

f your WordPress site is hosted by WPEngine, here is the easiest way to give someone access.

  1. First your going to go over to wpengine.com and click login in the top right hand Corner
Login

2. You’ll then be prompted to put in your login credentials.

Once you are in the user Dashboard click the ‘people” icon on the left-hand side

3. Next you’ll see a screen with your current authorized users. Click on ‘Invite account user’

Add the users information with the level of access you wish.

Voila! You’re all set. an email will be sent to the user to signup/sign in and accept the invitation.

If you’re looking at how to grant access and use Siteground. Click here

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I BOUGHT A BLOCK OF HOURS, NOW WHAT?

Awesome! Welcome to the party 🎉.

As soon as your purchase is done you’ll see this screen

When you click on ”Continue to Client Portal” your first page will be the data we need to get your project on the road 🚗

If you’re a new customer we’re going to need access to your site and hosting before we can start working on it.

It will look something like this

If you accidently exit out of that screen or want to do it later, no worries!

What you going to want to do is find the order by clicking on the ORDER ID on your homepage or the Orders tab on the left.

Inside the order your going to click on this

Voila! your back.

Once you’re ready go ahead and Open a Ticket

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