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How to embed a portal in your WordPress website?
How to embed a portal in your WordPress website?
Updated over a month ago

Important Note: The "Onboarding Portal" is a premium feature paid monthly: 7-day free trial, cancel anytime, activate it with a Booster or a Platinum plan.

Setting up the Client onboarding WordPress Plugin

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💡 Optional: Install the Plugin call 'Uninstall Gutenberg' to deactivate the Gutenberg editor if it's enabled on your website. (You can remove this plugin once you've completed the Clustdoc plugin setup)

  • Look for the Clustdoc WordPress plugin in your WordPress sidebar menu and click on it to go to the Plugin settings page

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  • Copy and Paste your API Key to your Clustdoc WordPress settings page and hit Confirm API key

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Publishing your Portal to your WordPress Page

Option #1 -> Add the HTML code directly into your Page editor plugins (Elementor/ Site Origin)

  • Once you've added your API key, you'll see that your list of portals is showing at the bottom right section of the page.

  • Select in the dropdown the portal you want to embed and validate to grab the html code

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  • Create a new page or post and add the HTML to it using a plugin HTML module (Elementor, SiteOrigin etc) or just use the 'Text' tab

Using Gutenberg on WordPress to set up the plugin

  • Once you've added your API key, go to your Page/post and add click in the 'Plus' icon to add the Clustdoc block.

  • Pick the process you want to display in the dropdown and you're done!

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