v6 to v7 Site Upgrade Guide

Site Optimisations

After running the ‘New Pricing’ tool, expand the ‘Details’ section of the Content Plan and Ecommerce plan (if presented), and review the itemised list of features.

This will provide you with information to either; move forward with the calculated new pricing, or identify areas where adjustments can be made for better economy.

Let’s look at the calculator summary below as an example:

This site has 20 different products/services and is collecting enquiries on each of these pages via individually configured forms (specific to that product/service - eg: collecting the name and price).

However, 20 forms are pushing the site into the PRO plan due to the 10 form limit of the BUSINESS plan. With seeing this information in the calculator, you could assess if reworking this implementation, to just use one dynamic form (capturing product/service name and price via Liquid), could allow you to reduce the new suggested pricing and remain on the lower BUSINESS plan.

Additionally, since this site is using the eCommerce feature to list the products, it’s revealed that some advanced features (‘Grouped Products’ and ‘Volume Discounts’) are configured. However, you know that these are not in use. Perhaps these features were trialled with your client at some point but a difference business logic was chosen instead. These leftover features can now be removed to optimise pricing.

In this example scenario, the basic listing of the products, which in this case don’t utilise the shopping cart or online purchasing, could even be revised to use Custom Modules instead, foregoing the Ecommerce plan altogether.

Armed with the information provided in the calculator you can better assess how a site’s new price is calculated and possible options to mitigate any increases.

Moving to v7

Once you’ve optimised your site for the appropriate features and items and have confirmed that the ‘New Pricing’ calculations are final, you can go ahead and upgrade the site instance to version 7.

The ‘New Pricing’ tool does not reconfigure your site or apply any plans. It’s purely an analysis tool for you’re information (with the exception of removing hidden features).

To upgrade your site to version 7, from your Portal, in your Live Sites list, click the “UPDATE PLAN” button alongside the site in question.

You will be prompted with a dialogue box outlining the steps that will take place once you confirm to upgrade.

Two important factors to note here are:

• The site will move to a pending “Trial Site” mode for billing purposes only. The site will NOT go offline and no domain changes will be made. The site will remain live and accessible as before, although now on version 7, and will be pending payment (which is a separate step).
• The maximum version 7 Content and Ecommerce plans will be assigned by default, along with all extensions. You can adjust to the optimal plans, extensions and any extras as required for your site (using the prior ‘New Pricing’ tool as guidance) before finalising the payment and setting up a new subscription.

Set up New Subscription

Reseller Payment

Once you have configured the site for the correct plans and features and you, as the reseller, are initiating the site subscription, you can click the “ACTIVATE” button against the Trial Site listed in your portal.

This will step through the payment process, first confirming the configured plans, extras, and extensions - where you will again be able to make any adjustments required.

The system will recheck for the optimal configuration and provide alternative suggestions for you to consider if a more economical setup is found.

If you are initiating a billing subscription for a live site that’s being upgraded to version 7, you do not need to add the domain name or DNS records during this activation process, since this is already in place for the site.

FAQs