---
title: FinWellU WordPress Configuration
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-01-19-nextlevel-website-call-115353206.md
tags:
- wordpress
- email
- smtp
- domain
- finwellu
- nextlevel
- configuration
layer: 2
client_source: null
industry_context: null
transferable: true
---

# FinWellU WordPress Configuration

Configuration notes for the FWDR (Financial Wellness Done Right) website hosted at `finwellu.com`, covering domain setup, email delivery, and email template requirements. Derived from the [[clients/nlpwm/_index|NLP Wealth Management]] launch planning session.

## Domain Setup

The site uses the domain `finwellu.com` (selected over `myfwdr.com`). The domain is registered through GoDaddy and requires a coordinated handoff to update DNS/domain settings:

- GoDaddy account requires **two-factor authentication** (SMS-based), so domain changes must be done in a live session with the client
- Schedule a dedicated ~10-minute call with John Jonas to complete the domain switch
- Once live, the WordPress site's sending domain should be updated to match `finwellu.com` so outbound emails originate from that domain

**All references to "Next Level" must be removed** from the site, emails, and any confirmation messaging. Approved names are:
- "Financial Wellness Done Right" (preferred for formal contexts)
- "FinWellU" / `finwellu.com` (acceptable shorthand, especially for HR audiences)

## Email Delivery & SMTP

WordPress sends all confirmation emails natively. Key delivery concerns surfaced during testing:

- **Corporate firewalls** (specifically LPL's Microsoft environment) can block or quarantine WordPress-generated emails
- Emails may land in junk, spam, or a daily-digest quarantine folder rather than the inbox
- Proper **SMTP configuration** should be in place before launch to maximize deliverability and reduce firewall rejections
- Test delivery to LPL addresses succeeded but with a delay — this is a known risk for enterprise recipients

**Recommended:** Configure a dedicated SMTP service (e.g., SendGrid, Mailgun, or similar) rather than relying on WordPress's default PHP mail. Ensure SPF/DKIM records are set for `finwellu.com`.

## Email Templates

Two categories of transactional email need to be built out:

### 1. Account Registration Confirmation

Sent when a user creates a personal login on the site. Current state is a plain, generic "success" message that needs a full overhaul.

**Required elements:**
- FWDR logo (Logo D variant) at the top
- Branded colors and FWDR identity — no "Next Level" references
- A brief "hype" statement about Financial Wellness Done Right
- Clear instruction to save the email as a reference for future logins
- **Call to action:** prompt the user to log in and register for a workshop ("you're halfway there" framing)
- Login link and password reset link

### 2. Event Registration Confirmation

Sent when a user registers for a specific workshop. Must support **dynamic content** based on event type:

| Event Type | Required Content |
|---|---|
| Virtual | Join link / webinar URL |
| In-Person | Venue address, room/suite details (e.g., "Conference Room C, 3rd Floor" or full street address) |

Both email types should be sent from a `finwellu.com` address. The reply-to address strategy (centralized FWDR inbox vs. rep-specific) is pending a decision by Peter Tourville after consulting with Paul — see [[clients/nlpwm/_index|NLP Wealth Management]] action items.

## User Registration Flow

The site uses **individual user logins** (not a shared company login). This was a deliberate architectural decision to enable:

- Pre-filled registration forms on event signup
- Personalized event tracking per user
- Future Salesforce lead matching by email

Registration flow:
1. User visits the registration page
2. Enters: username, first name, last name, email, company website URL
3. Company website URL is used to associate the user with a company profile
4. User receives account confirmation email
5. User logs in and lands on their company-specific page to browse and register for events

## Related Articles

- [[clients/nlpwm/_index|NLP Wealth Management Client Overview]]
- [[knowledge/wordpress/reporting-and-salesforce-integration|FWDR Reporting & Salesforce Integration]]