Building InstaSites
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the InstaSites app is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Navigating InstaSites Templates

1. Access Applications Menu:

Hover over the navigation bar to the left of the dashboard and select ‘InstaSites’.

2. Navigate to the Templates Tab:

Once you're inside the 'InstaSites' application, you'll be directed to the 'Templates' tab by default. This is your starting point, showcasing a vast range of website templates available for use.

3. Browse Templates:

Here, you can view our entire list of website templates, which are organized alphabetically for your convenience.

4. Separate Sites by Type:

On the left-hand side of the page, you can segregate the templates based on their type - 'Business', 'E-commerce', and 'Landing Page'.

  • 'Business' templates are suitable for general informational websites that promote brand awareness and provide essential business details.

  • 'E-commerce' templates are similar to 'Business' but additionally include a templated store, allowing for the quick listing and selling of products.

  • 'Landing Page' templates are designed for single-page sites that promote a specific offer related to an industry niche. These templates also include a follow-up 'Thank You' page that confirms successful form submissions to the users.

5. Filter by Industry:

Further streamline your template search by categorizing them according to industry.

6. Utilize the Search Template Bar:

For a more targeted search, utilize the 'Search Template' bar at the top of the page.

Step-By-Step Guide to Building InstaSites

Start constructing your website on InstaSite by following the steps below.

1. Choose Template:

Hover over your chosen template until two buttons appear. Opt for the 'Build InstaSite' option.

2. Choosing a Data Source

Your initial task is picking a Data Source. The InstaSite software collects necessary data from your business contacts via this source. You can select from two options:

  • Business Contacts - Contact information will be sourced directly from the Contacts app.

  • Upload CSV - You can upload a CSV file directly.

Ensure your CSV file is appropriately formatted if you choose this option. To successfully create your InstaSite, your file must include these data points:

  • Business name

  • Business phone

  • Business email

  • Business city

  • Business state

  • Person name

  • Person email

  • Person phone

The above entries are mandatory. You can also input Business street, Business suite, Business zip, and Business country if needed. You can download a CSV template from the dashboard if the 'Upload CSV' option is selected.

Note: An asterisk next to the field in the template file signifies it's required. However, don't include these asterisks when uploading your data.

Select your preferred option and click 'Continue' at the top of the page.

3. Selecting Your Contacts:

Regardless of your Data Source, you'll be redirected to a new screen showcasing your available contacts.

If you're facing any issues, ensure your CSV file is formatted correctly. If you chose Business Contacts but have no contacts in your account, the list will be empty.

Find the contact for which you want to build the InstaSite. Scroll to find the business or use the search function at the top of the page.

Check the box to the left of the business name, then click 'Continue' at the top of the page. Now, proceed to 'Notifying Your Contacts'.

Note: By selecting multiple contacts, you can build InstaSites in bulk opposed to one single InstaSite.

Take note that all required information should be available in the Business contact. This includes the Business Name, Phone Number, Email, State, and City.

If the business contact doesn't exist in your account, follow the steps below to add a new one.

4. Adding a New Business:

You can add a new business to your account without leaving this process. Click '+ New Business' at the top right of the table to do so.

Then, use the panel that pops up to perform the following steps:

  1. Input the Business Name in the provided field. An asterisk next to the field indicates it's a requirement.

  2. As you start typing the Business Name, the panel will automatically expand to reveal fields for more details. The only mandatory fields are Business Name, Email Address, Phone Number, City, and State/Province. InstaSite uses this data to personalize the website for your client. If you fill out the remaining fields, the system can also apply this additional information throughout the website where appropriate.

  3. After filling out the mandatory fields, click 'Submit' at the bottom of the page. If you want to add more business contacts, click 'Create and Add Another' instead.

Your new business contact should now appear in the previous table. Tick the box to the left of the name. When ready to move on to the next step, click 'Continue' at the top of the page.

5. Notifying Your Contacts:

You have an option to send notifications about the new website to your business contacts.

If you don't want to send notifications, click 'No Notifications', then click 'Continue' at the top of the page. You can then review 'Summary' section.

If you want to create notifications, select the option you wish to use, then click 'Continue' at the top of the page.

To create notifications, you first need to select individual contacts affiliated with the business. If you currently don't have any contacts affiliated with the Business, you must add one to send notifications.

6. Setting Up Your Email Notification:

Select the contact to send the email to.

Compose your message and test the message by entering an email in the bottom field and select 'Send Test'. If you're ready, click 'Continue' at the top of the page.

7. Setting Up Your SMS Notification

Select the contact to send the SMS to.

Compose your message. SMS notifications don't include a Subject field and don't support attachments. Please note that SMS notifications are charged differently than emails.

After you complete these steps, click 'Continue' at the top of the page.

8. Summary Review:

After selecting our contacts and creating our notifications, you will reach the Summary screen. Here, you'll get a summary of your InstaSite builds and the credits you can expect to use. If everything looks fine, click 'Continue' to finalize your InstaSite build.

Your InstaSites are now in the build queue. Go back to the 'My InstaSites' tab to find your website in the table.

Note: You can edit the InstaSite before purchasing it by clicking on the gear icon that appears when hovering over the Company Name.

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