Support Made Easy

Need help navigating the portal or accessing something?

If you’re having trouble accessing a document or need a custom summary, you can:

The Websites Module in MokoCRM allows you to manage simple public-facing websites directly from your CRM environment. It supports page creation, WYSIWYG content editing, menus, forms, and integration with contacts, events, and donations—ideal for nonprofits, small businesses, or internal portals. ⚠️ Improper use of this module without setup by Moko Consulting can break your CRM installation.

The Websites Module in MokoCRM allows you to manage simple public-facing websites directly from your CRM environment. It supports page creation, WYSIWYG content editing, menus, forms, and integration with contacts, events, and donations—ideal for nonprofits, small businesses, or internal portals. ⚠️ Improper use of this module without setup by Moko Consulting can break your CRM installation.

🧾 Enabling the Module

  1. Navigate to:
    Home → Setup → Modules → Websites
  2. Click Activate
  3. Configure default theme, home page, and access permissions in Setup → Website Configuration

🌐 Creating Website Pages

  1. Go to Website → New Page
  2. Enter:
    • Title and URL slug
    • Page content using WYSIWYG or raw HTML
    • Visibility settings (public, private, group-restricted)
  3. Assign the page to a menu if needed
  4. Save and publish

📁 Website Components

  • Menus: Create navigation menus and link to internal or external pages
  • Blocks: Add reusable content sections across multiple pages
  • Forms: Create contact forms, event registrations, or lead capture forms
  • Themes: Basic visual styling available; custom CSS supported

🔗 Integration With Other Modules

  • CRM / Contacts: Auto-create contacts from form submissions
  • Events: Display event info and registration forms
  • Donations: Accept online donations via linked forms
  • Emailing: Embed newsletter sign-up or confirmation pages

📊 Tracking and SEO

  • Add metadata to each page (title, description, keywords)
  • Track site visits using embedded analytics tools (e.g., Matomo, Google Analytics)
  • Generate public URLs or QR codes for sharing

📌 Best Practices

  • Do not activate this module without consulting Moko Consulting
  • Use clean, short URLs for better SEO and sharing
  • Keep pages modular by using blocks and menus
  • Restrict edit access to trusted content managers
  • Test public forms regularly to confirm data capture
  • Backup content before major edits or theme changes

🛎️ Prefer white‑glove setup?

Moko Consulting can provision the line, port your number, tune policies, and hand you a zero‑drama system with a one‑page runbook.
Find out More Here or Contact us to find out more!
Light
Dark