Before You Begin
Follow this guide if you haven't purchased the WordPress Plugin from the Marketplace yet or if you haven't installed the WordPress Plugin yet.
Please Note: Vendors may not have updated the BoldTrail logo or branding yet - rest assured the connection still works!
If you see references to kvCORE - that's okay!
1. Initial Setup
After installing the Plugin, click on kvCORE in the left-hand navigation.
This will bring you to the setup page.
First, paste your BoldTrailAuthorization Token from the email you received from Inside Real Estate into the appropriate field and click Submit.
After doing so your interface will update to reveal some new tabs to work with.
Next, paste the Mapbox Access Token into its field and click Submit again.
Please Note: The Mapbox access token can be found on your Account page in the center.
Finally, you'll click the 'Run' button for the page builder which populates all of our default pages.
You'll see a small loading animation running to the right of the button and after a few seconds, you will see all our default pages that the Plugin auto-populates. You can click on the IDX Pages tab at the top to manage them.
When you create your own pages you can set them here so all of the different built-in buttons and links take visitors to your custom pages.
Finally, in completing the initial setup of your plugin, you must make a critical decision on registration.
Click on the Lead Registration tab.
It is recommended is that you enable lead registration on your site. Not doing so will result in a significant reduction of leads generated. Every facet of BoldTrail is designed to increase your bottom line and requiring users to register, resulting in more leads, is the main piece of that successful puzzle.
2. Registration
Off - Never ask anyone to register
Required - Visitors must register as leads when attempting to access listing photos or other site actions. Or when the conditions of 'Property Views' or 'Image Views' are met, such as a certain number of clicks on your website.
Optional - Prompt visitors to register when the conditions are met (same as 'Required' above), but allow them to dismiss the registration prompt.
When enabling lead registration, you'll need to set a couple of additional items:
Property Views - Set a number (0 for unlimited)
Image Views - Set a number (0 for unlimited)
Click on the Social tab at the top.
The fields on this page are connectors that will enable your site to give visitors an option to sign in with their social media accounts instead of typing in their email addresses to register.
For each option you want to give people, you must set up the connection.
The steps are generally as follows:
Sign up for the developer portal for the social media outlet, or access it if you already have a portal.
Create or select an API for third-party registration requests.
Paste in the 'Callback URL' and obtain the 'oAuth Client ID' and 'API Secret Key' from the social media outlet's API.
3. Custom Scripts
When it comes to WordPress, generally speaking, you are looking for WordPress Plugins to accomplish pretty much any function. If it's Google Analytics, a Facebook Conversion Pixel, Custom Chat, SEO tools, etc. Anything and everything comes in the form of a WordPress Plugin.
However, in some cases, you may need your own entirely custom script for what you're trying to accomplish. You can inject such scripts into the body of any of the BoldTrail Plugin pages using the scripts tab. You cannot enter scripts into the header of the page using this tab.
Select the page you want this script to live on. You can add scripts to other pages separately.
Add or create your script in the JavaScript box.
Click Submit to save.
Add additional scripts to other pages by clicking the + button. It will add a new row below the script at the top of the page.
As you add additional scripts you may minimize this row with the arrow button.
4. Page Setup
Before you can get into the customization aspect of the WordPress site itself, you'll need to go through and configure a few things on your pages.
All of your pages are set up by default when you first clicked that 'Run' button. You can change the pages at any time, such as if you design a completely custom page in the future. However, we need to go through and configure the default pages first.
Click on the 'Pages' tab on the left.
On the Pages tab, mouse over a kvCORE IDX Page and click 'Edit.'
On the bottom right we need to make sure the layouts for our BoldTrail IDX Pages have no sidebar, so click on 'Custom' layout and select the 'Full Width' option.
Do this for all BoldTrailIDX Pages.
TIP: You must create your own Privacy Policy Page.
5. Set Default Agent
Access an Agent's Profile (or your profile) in BoldTrail.
Once you are viewing the profile, copy the Agent ID at the end of the URL in the top address bar.
Go back to /wp-admin/ and click on the IDX Page Options tab.
Once there, scroll down to 'Default Listing Agent ID' and paste in the ID.
Any listing that is not an agency-owned listing will display the generic agent information in the Your Agent section of the listing details.
Reference Information
Title - The name of the page for various WordPress Settings.
Slug - The actual path to the page in the URL.
Shortcode - The page has no inherent design that you customize through this interface. It uses what are known as 'Shortcodes' which are widgets. For more information on Shortcodes, please review this article.)
Default Page Settings
Agent
Title: Agent
Slug: agent
Shortcode: [kvcoreidx_agent_profile]
Market Report
Title: Market Report
Slug: market-report
Shortcode: [kvcoreidx_market_report]
Offices
Title: Offices
Slug: offices
Shortcode: [kvcoreidx_offices]
Profile
Title: Profile
Slug: profile
Shortcode: [kvcoreidx_leads]
Properties
Title: Properties
Slug: properties
Shortcode(s): [kvcoreidx_search][kvcoreidx_listings]
Listing Detail
Title: Property
Slug: property
Shortcode: [kvcoreidx_listing_detail_page]
Manual Listings (Exclusives)
Title: Exclusives
Slug: exclusives
Shortcode: [kvcoreidx_listings exclusives="1"]
Manual Listing Detail
Title: Exclusive
Slug: exclusive
Shortcode: [kvcoreidx_listing_detail_page exclusive="1"]
Roster
Title: Roster
Slug: roster
Shortcode: [kvcoreidx_team]
Terms Of Use
Title: Terms Of Use
Slug: terms-of-use
Shortcode: N/A
Valuation Report
Title: Valuation Report
Slug: valuation-report
Shortcode: [kvcoreidx_valuation_report]
Privacy Policy
Title: Our Privacy Policy
Slug: our-privacy-policy
Shortcode: N/A
Sell
Title: Sell
Slug: sell
Shortcode: [kvcoreidx_valuation_pdf_search][kvcoreidx_valuation_pdf]
See ALL SHORTCODES here.
Now that you've installed the WordPress Plugin and set it up, follow this guide to customize the website!
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!
(Keywords: WP, WordPress, plugin, website)