Privacy Policy Termaggeddon
Here is the flow of how our privacy policy statement service works: We have 4 pages on our website that go into detail on the policy statements. When a client purchases this service: Adding the Policy
staff time away
If any of our support team members are going to be away and not available to help with support issues for clients (or website build projects) we ask that you simply add it to our calendar to let us know.
Logging into Client Sites through WPEngine Portal
While all of the client’s passwords are kept in 1Password, another way to access a client site is to log into my.wpengine.com. You can search for a site in the search box, then use the “wp-admin” button to log in.
Analytics Setup
NOTE – An update to this policy is coming as we are moving to Fathom Analytics. Check with Carol or Jermey before following this policy. To check for Analytics on website If Analytics is already present: use saved reply “no access to analytics” OR “Google analytics – need access” If Analytics is not present: 1. Go…
Create a Detailed Invoice with support tasks
We provide monthly reports to our clients that list all work done in the previous calendar month. However, there are some rare occasions when a client wants a detailed invoice of all tasks performed and costs spanning over multiple months. Payment Information There is a template for the detailed invoice located here. The information in the green box includes…
Adding an additional new website – existing clients
For existing clients who want to add an additional website, the signup form is on our website, here: https://clients.radiatewp.com/client-portal/add-additional-website/ Once they have submitted that form, they will receive this link to the access request form: https://radiatewp.com/secure-access-request-form/
Tutorial – Forms – Creating a Change Order
Using Hello Sign App Go to Hellosign.com and log in using the Google Single Sign-on with [email protected] email address. This video will walk you through how to use Hello Sign to create the change order. Link to Video Sample Change Order Wording While the app has most of the change order prepared, you will have…
Client Education White Papers
Our Client management system has a series of “white papers” or educational documents that are “client bonuses” to assist the client. ie. Management client decides they want to add a newsletter Opt-in. We send them the white paper called, “Anatomy of an Opt-in” and encourage them to read this thoroughly as we prepare to do…
Create Proposal Number for a Proposal
When creating a new proposal, we need a proposal number to reference for project documents such as the design approval, change order, and final website approval form. To create the number for the proposal, use the following formula: last two digits of the year, hyphen, two-digit month and two-digit number of the proposal for that…