Change log

Trial Sites

Trial Sites are your WebinOne development environments for starting new site projects, before you publish to a custom domain name.

The number of Trial Sites available and the timeframe until they expire, depend on your WebinOne reseller level.

Quick Start

Setup a Trial Site

Once logged into your WebinOne Portal you should arrive at the ‘Trial Sites’ page.

From here, use the “Create New Site” button to start a new site instance, completing the information required for your site as follows:

Option
Description
Site Name
A descriptive name for your project.
Root Domain
Either treepl.co or, for white-labelling, trialsite.co or your own branded domain/s (if your reseller level allows).
Subdomain
Usually autocompletes, but you can change if needed.
CMS Plan
An appropriate plan for your project requirements/budget.
Template
Choose a blank site or one of the free WebinOne templates (preview the templates via the blue button).
Data Center
Choose the server location best for your site.
Country
Set your sites primary location.
Time Zone
Set the server time to be used for all your site's date/time functions.
Enable two-factor authentication (2FA)
Enable Two-Factor Authentication (2FA) for any admin logging into the site. See 2FA documentation here for more info.

Click "Save" and within approximately 1 minute your site instances should spin up and be ready to access.
(the instance will appear in your ‘Trial Sites’ list with a pending status until ready)

Manage a Trial Site

Once a Trial Site is ready, you'll see additional options available for managing your instance:

Option
Description
Site
Name given to the site instance.
URL
View the Trial Site with the system generated subdomain.
Status
Displays the current status of the site while deploying. Once deployed, displays the “Activate” button to start the activation process for publishing the site under a custom domain.
2FA
Displays whether Two-Factor Authentication is enabled or disabled.
Admin
Navigate to the site's admin.
Date Created
Displays the instance creation date.
Plan
Displays the instance CMS plan.
Actions
Copy Site: Create an complete copy of the instance.
Edit Site: Access the instance settings.
Delete Site: Remove the instance from your account.

Editing a Trial Site

From the Trial Sites list, clicking the pencil () icon for a site instance will provide further configuration options.

Site Settings

Under the ‘Site Settings’ tab, you’ll see the same settings as when setting up the Trial Site initially.

Here you’ll be able to edit the site's Name, CMS Plan, Country, Time Zone and 2FA settings. Other settings are locked and cannot be changed or require WebinOne support to change on your request.

FTP

Provides the general FTP configuration details for the site instance.

Further details regarding FTP settings can be found here.

Extensions

All available extensions for the site instance will be listed here under the heading ‘Available Extensions’, where they can be installed or further information about the extension be reviewed.

Any installed extensions will be listed separately under the heading ‘Installed Extensions’, where their settings (if applicable) can be configured or the extension uninstalled (via the trash can () icon)

Commission

Reseller commission, for this site instance, can be customised here which will apply if Direct Billing is enabled.

With Direct Billing enabled, your client will be able to pay directly for the site plan via the site admin. They will see your customised pricing only (not the regular WebinOne pricing) and you’ll receive your commission value once the payment has been processed.

Both the yearly and monthly subscription types can have customised commission values, either via a percentage markup or fixed value.

Pricing and calculations will be shown based on the currently configured CMS site plan, giving you the profit amount as well as any PayPal processing fees.

Access to Customisable Commissions and Direct Billing depends on your WebinOne reseller level.

New Pricing

After clicking the pencil () icon for a site instance in your portal, you can access the pricing calculator from the “NEW PRICING” tab.

How the Calculator Works

The pricing calculator uses data from your site and reports site features & database items and based on the current state of the site, a new content plan, any extras, extensions and/or an eCommerce plan, will be suggested along with the corresponding pricing under the new pricing model.

Actions to Take

Following a site’s price calculation, you’ll be able to move the site to the new pricing model - upgrading it to WebinOne version 7 - once the new pricing model has been released.

For now, the calculator report allows you to assess your site configuration and usage on an itemised level for optimal pricing. 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.

For example; your site has pages for 20 different products/services and you are 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.

Another example, with an eCommerce site, could reveal that several advanced features are configured but not in use (due to old tests/samples or abandoned business logic). Perhaps ‘Grouped Products’ and ‘Volume Discounts’ were trialled with your client at some point but a different direction was decided. These features could push an otherwise BASIC eCommerce plan to the PLUS plan and can therefore be identified to optimise pricing.

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.

How to Use the Calculator

When you first arrive on the “NEW PRICING” tab, there are some features that you’ll need to manually select if applicable to the site in question. These features can not currently be detected by the calculator and may affect pricing under the new model.

A description of the features are below.

If you are unsure if these features are implemented on your site, the descriptions below include some tips to help determine if they are in use.

Name
Description
Site Search

Site Search relates to the general, site-wide search form that returns any indexed CMS item via the site_search component. (Docs: Site Search)

If unsure
  • Check if your site provides any general search forms (eg: in the site header or footer).
  • Check if any site pages or links to content are using the URL parameter/query of SearchKeyword. You could also check any site analytics for indication of search result pages being visited or pages using the above URL parameter. This could indicate site search is in use.
Advanced Module Search

Advanced Module Search relates to 2 search methods:

  • A search form that returns any specific system or custom module’s items via its module component using the isSearchResult parameter. (Docs example for Custom Modules: isSearchResult)
  • Any module component using the searchScope parameter for search-based filtering of items. (Docs example for Custom Modules: searchScope)

If unsure
  • Check if your site provides any search forms for searching specific content types/modules or has any advanced filtering interfaces. Eg: A Blog with a search box and/or tag/category links could be using module specific search methods.
  • Check if any module content listing on the site is based on more complex filtering (eg: based on a date range, min/max number values, or multiple fields at once). This may also be using either of the 2 advanced search methods.
  • Check if any site pages or links to content are using URL parameters/queries, particularly ones starting with prop_. You could also check any site analytics for indication of search result pages being visited or pages using the above URL parameters. This could indicate advanced search methods are in use.
Shipping Layout

HTML layouts used for the printing of shipping info relating to orders (ie: Print: Packing Slip, Print: Package Label).

If unsure
  • Is your current site plan PRO or higher. Payable forms (and therefore Orders) are not available on plans below PRO.
  • Do Orders (most likely shopping cart orders) involve shipping information and require additional admin steps relating to shipping or packing.
Stripe Portal

Relates to any member subscriptions/recurring payments managed via the CMS and paid via the Stripe payment gateway where you are providing the member with a link to Stripe’s Customer Portal. (Stripe Customer Portal)

If unsure
  • Is your current site plan PRO or higher. Payable items, on a recurring basis, are not available on plans below PRO.
  • Have you configured and do you use the Stripe payment gateway for form payments creating recurring subscriptions (ie: Recurring Event bookings, Recurring Secure Zone subscriptions, or Recurring Product payments).
  • Do you have any member zones or workflows that provide members with their unique Stripe Customer Portal link.

Hidden Features

The calculator may detect features that still exist or are left over from a previous higher site plan (due to a downgrade) or if you utilised a template or site duplicate configured for a higher site plan.

These items will still be affecting the overall new pricing calculation. So this is not likely indicative of the new plans and features you’ll need going forward.

In this case, you’ll see a list of ‘hidden features’ that will not be available via the current site admin since those features are not available for use.

New Pricing Calculator - Hidden Features Detected

You can use this information to manually determine the appropriate plans and pricing for your site, or you can duplicate the site to a trial site copy and re-run the calculator for that copy. From a Trial Site calculator, you’ll have the ability to use the “CLEAR HIDDEN FEATURES” button which will actually delete those impeding items from the trial site instance, allowing you to generate a more accurate pricing calculation.

This new calculation is purely informational for your planning purposes and does not apply to, or affect, your live site instance.

Clearing hidden features from live sites is currently deemed too risky. However, will likely be available closer to the transition date to facilitate site upgrades.

Another option, if you wish to remove such items from your live site now, is to temporarily upgrade your site to the appropriate plan, remove all the noted items, downgrade back to the regular site plan and re-run the calculator.
Any difference in plan costs upgrading and downgrading will be applied as credit for use with Treepl Services.



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External Resources

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Questions?

We are always happy to help with any questions you may have.
Visit the Treepl Forum for community support and to search previously asked questions or send us a message at support@webinone.com and we will consult you as soon as possible.