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:
Allows customisation of the admin logo and login screen for this site with different branding elements from that of your reseller defaults.
Access to White Labeling and Granular White Labeling depends on your WebinOne reseller level.
Allows your client to pay WebinOne directly for the site plan via the site admin based on your commission pricing.
Access to Direct Billing depends on your WebinOne reseller level.
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:
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.
Depending on your WebinOne reseller level you may also see options here for enabling Granular White Labeling and Direct Billing.
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, displaying 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.
Site Search relates to the general, site-wide search form that returns any indexed CMS item via the site_search component. (Docs: Site Search)
- 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 relates to 2 search methods:
- A search form that returns any specific system or custom module’s items via its module component using the
isSearchResultparameter. (Docs example for Custom Modules: isSearchResult) - Any module component using the
searchScopeparameter for search-based filtering of items. (Docs example for Custom Modules: searchScope)
- 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.
HTML layouts used for the printing of shipping info relating to orders (ie: Print: Packing Slip, Print: Package Label).
- 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.
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)
- 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.
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.
Related Articles
- WebinOne Portal
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Live sites are your published WebinOne instances that have been activated, have commenced a billing subscription and/or have a custom domain name assigned to them. - WebinOne Portal
My Settings
This section provides access to various Partner related settings and information for your account and site management, such as branding, commissions, portal users, and more. - WebinOne Portal
My Invoices
All WebinOne site plan invoices (including past and deleted sites) will be listed here for your reference with the ability to download a copy of the invoice or have one emailed to your reseller email address. - WebinOne Portal
TeamOne
A dashboard for your WebinOne TeamOne projects directly in your reseller portal along with information on TeamOne offerings and pricing. - WebinOne Portal
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Resellers on the PARTNER or AGENCY levels have access to the Leadership Team page, listing key team members and their contact information for direct messaging/questions. - WebinOne Portal
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Trial Site Activation (Going Live)
Site activation (aka going live) is done once your site is ready to go public or if you need to have a custom domain name to finish your testing. - WebinOne Portal
Two-Factor Authentication (2FA)
WebinOne provides the option of enabling Two-Factor Authentication for your Partner level access as well as for admin users on a per-site basis. - WebinOne Portal
Portal & Admin Login Troubleshooting
In some cases you may experience an infinite redirect loop after logging into your WebinOne Portal or the Admin area for any WebinOne site. - Website Templates
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*Clothing Store - Website Templates
Coffee - Website Templates
*Coworking - Website Templates
Digital Agency - Extensions
Direct Billing
Allow your customer to pay WebinOne directly for their site plan from the admin, as well as activating the site and assign their primary domain name (if the site is still in Trial Site mode). - Website Templates
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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.