Before you can install the ZPortals plugin you need to install and set up Wordpress.
Most hosting companies offer a 1-Click installation, however not all do. Here are the various different ways to get started with Wordpress:
Domain vs Sub Domain
We often get this question on whether or not to put ZPortals on a domain or a sub domain.
The honest answer is... it's a personal preference. There is no right or wrong way.
A few things to consider when making your choice:
Choose Domain if:
- You want your portal on a completely different domain than your primary domain (ie. www.mywebsite.com and www.yourclientportal.com)
- If your website is already built on Wordpress
Choose Sub Domain if:
- Your main site is not on Wordpress, and you are not planning on moving your existing site.
- Your main site is already large and you want a separate instance.
- You want a dedicated place for your clients to login that is separate from your main site.
Cloud Hosted vs Self Hosted
After you choose your domain, your next choice is self hosted or cloud hosted.
Cloud hosted sites are fully managed by the company providing them, and can sometimes limit features. This is best for beginners who do not have a web designer on their team.
You can get a cloud hosted Wordpress site from:
Self hosted sites are free outside of the hosting plan you pay for. Depending on the hosting you choose, you may have to install Wordpress manually or via a One-Click App.
The benefit of self hosted is that you get more control over your Wordpress instance and the ability to move hosting companies without losing your entire site.
Some popular hosting companies are:
If your hosting company uses cPanel look for Wordpress Manager, Wordpress or Wordpress Toolkit. You will then see a screen similar to this screenshot where you choose the domain or subdomain you plan on installing it on, setting your Site Name and Admin User, Password and Email.
If you use HPanel (Hostinger)
Other Common Hosting Platforms
Add Wordpress Page(s)
First thing first, Grab your shortcode. Navigate to ZPortals>Info>Portal Page Setup and copy your shortcode. The procedure is the same for both the Portal shortcode and Ecommerce shortcodes Once you have your shortcode copied navigate to the Pages ...
Installing the CRM Extension
To be able to send invitations and track login information you need to install our extension. You can do so here or by navigating to Settings>Marketplace> All in your Zoho CRM and searching Z Portals
Requirements for ZPortals
In order to set up and use ZPortals you will need to have the following: Paid Version of Zoho CRM (Zoho One, Standard, Professional, Enterprise, Ultimate, CRM Plus) Wordpress 5.7 (Installing Wordpress) PHP 7.4 or higher No duplicate Contacts in CRM ...
Configuring the CRM Extension
After you have created your page on your Wordpress site you need to add the URL into the CRM Extension. Your Portal Registration URL should include the https:// and not have a trailing "/"
Install and Configure Theme
When you first install Wordpress it comes with a standard theme with very little capabilities. Nearly, every time this is changed, to give you a bit more control over the design of your site. ZPortals works with any theme available in Wordpress, ...