wiki/knowledge/wordpress/finwellu-wordpress-setup.md · 584 words · 2026-04-05

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 ^[1] 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 ^[1] 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

^[2]
^[3]