Agency
How can my clients log in to their site?
Getting Started This article covers the process of how you can let your client log in to their site. Refer to the instructions written in this article for more details. Logging in as a client First, add your client as an Administrator team member on the Agency site. Check the below doc on how you can invite them as Administrator- 📌 Inviting a Client to Whitelabel website Then, follow the given steps to log in as aFew readersGuide to the Membership Feature for your clients
Getting Started The membership feature allows you to set up gated/membership content on your website, which will only be accessible/visible to the users who have subscribed/signed up for your subscription plans. There are mainly three access types Public, Members only, and Paid Members. Each has its own accessibility on a blog; for example, if post access is set to Public, it means anyone from anywhere on the internet can view it. Paid Members can view Gated Content(eFew readersClient Billing
Getting Started With Client Billing, you can send invoices to your clients and receive payments from Dorik by connecting Stripe inside Dorik’s dashboard(app.dorik.com/dashboard) You can also track the payment status from Dorik’s Dashboard. Client Billing Configuration To configure Client Billing in order to start receiving payments from your clients, follow the steps below: From app.dorik.com, click on yFew readersProvide Customer Support to your clients
Getting Started Agency plan owners can integrate customer support or a live chat system to handle client queries. Agency clients can contact agencies directly from their Dashboards. This article will cover how agencies can integrate live chat support for their clients. Configuring Customer Support To configure customer support as an agency owner, refer to the steps listed below: Go to your Client’s site dashboard Click on the Advanced Configurations (🛠️) option in the leftFew readersInviting a Client to Whitelabel website
Getting Started To grant a client control of a site, invite them as a Administrator role team member. This will give them full control of the site, with some exceptions such as being unable to delete the site or use Redirect URL. Refer to this article to learn more about client permissions: 📌 Team Member Roles and Permission Invite a Client to a CMS Site To add a client to your CMS site, follow these steps: ClFew readersActivate the white-label feature
Getting Started If you are an agency and want to activate the white-label feature of Dorik, you need to purchase a Business plan or an Agency plan which will automatically start the white-label feature. To activate the White-Label features, follow the instructions below on how to learn how to purchase a Business or Agency plan. Site Plans There are two Site plans in Dorik thFew readersAdd agency branding
Getting Started Add Agency branding to let your clients know they are using the site under your agency. This article will cover how to add agency branding to your client’s whitelabel CMS Site. Table of contents Agency Logo To add your agency logo to your white-label CMS Site, follow the steps given below: Click on the Advanced Configuration (🛠️) option in the left panel of the CMS site dashboard. (https://storage.crisp.chat/users/helpdesk/website/cf1fc9cc00911000/imFew readersAgency Site Configuration
Getting Started With the Agency Site configuration setting, you will be able to set several configurations for your client’s site. You will find out what you can do with these features in more detail in this article. Finding the Feature To locate this feature, follow these steps: Go to your client’s site Dashboard and click on the Advanced Configuration(🛠️) option in the left panel.Few readers
Content
How to add Custom Code in a Blog Post
Embed Custom Code to a blog post Getting Started You can use custom code in your blog post to make any unique customization using your own code to make your blog post more dynamic and appealing to your viewers. Custom Code 101 Add a custom code to your blog post by following the given steps: Click on the Tab key on your keyboard to open the blog post content editor. Click on Raw HTML Write or paste your custom code on the given box (https://storage.crisp.chat/users/helFew readersBlog Post Settings
Getting Started The blog post settings option has a lot of options that come in handy for various purposes to suit a user’s needs. The blog post editor has everything from changing the post title to adding SEO keywords. Learn more about Blog Post Settings in this article. Tips 💡 When you make any changes inside the post settings option, always remember to Update the post Publish the post Doing this will reflect the changes in your blog post 💡 (https://storage.crisp.Few readersHow to add comments on Blog Posts using Disqus
Getting Started This article will show you all the steps required to embed Disqus on your website. You can embed Disqus on your blog posts or anywhere in your builder using custom code. Follow all the instructions accordingly to embed Disqus on your website. Embedding Disqus to my website Follow the steps below to start embedding Disqus to your website Login to Disqus Choose “I want to embed Disqus to my site.” Create a new site You will be redirectedFew readersHeading Links
Getting Started Heading tags can be copied and pasted on your blog posts. This takes your visitor to where the heading is located on your post. This article will cover how this feature works on your CMS. Copy and Pasting a Heading After adding a heading tag to your blog post, you will: Find the option to copy it from a copy icon in your post editor After you copy it, you may paste it anywhere in your blog post This will create a link that, upon clicking, will take a visitor to theFew readersImport Posts from Other Platforms in Dorik
Getting Started This documentation will guide you through the steps required to Import Posts from Other Platforms (WordPress, Ghosts, Medium, and Substack) to your Blog Posts under CMS Dashboard in Dorik. Follow the steps below accordingly to know the whole process. How to Import Posts from WordPress to Dorik Follow all the steps below on how to import posts from WordPress to your CMS Site — Go to Posts from your CMS dashboard Click onFew readersEmbed a video to a blog post
Getting Started Adding videos can be very engaging for a site visitor. Whether a Youtube video or a video from your local drive, it can easily be attached to your blog post and make your content more engaging. Embed a YouTube video Adding a Youtube video to your blog post is easy; follow these steps listed below: Go to a Youtube video and click on ↗️ Share Copy the URL Come back to your blog post and simply paste the URL. Done! Your Youtube video has beenFew readersMultiple Authors on Blog Posts
Getting Started You can add multiple authors to your blog post. Up to five authors’ names can be added; this article will cover the details of how you can do this. Add a Team Member To learn how to invite a team member, refer to the article below: 📌 Inviting a Team MemberFew readersExclude a post from Sitemap or RSS Feed
Getting Started Posts are automatically added to Sitemap and RSS Feed when published. This article will help you learn how to remove your posts from Sitemap and RSS Feed. 🚫 Remove post from sitemap Here is how you can remove a post from your Sitemap. Follow the steps below: Go to Blogs on your CMS Dashboard Click on the … option beside your post. Select 🚫 Remove from Sitemap. Steps: Go to Posts on your CMS Dashboard (https://storaFew readersLinking an element with a blog post
Getting Started You can link elements with your blog post in the website builder; for example, elements like Images, titles, and buttons can be connected with blog posts. Linking Image with Blog Post After selecting an image element, click on Edit Element on the image, and this will pop up the Sidebar Editor. ⬇️ 💡 Here, you will also find the options to link your image with a particulFew readersScheduling Blog Posts & Collection Items
Getting Started In this documentation, you will learn all the steps required to Schedule your Blog Posts & Collection Items. Follow all the instructions below — Scheduling Blog Posts You can schedule the release Date & time of your Blog Posts within a span of 30 days. Once you schedule your post, it will be saved under Scheduled & it will automatically publish on its scheduled date. To learn how to create a Blog Posts, refer to the article below — Create aFew readersAdd Authors to Blog Posts
Getting Started You can add multiple authors to your blog post. Up to five authors’ names can be added; this article will cover the details of how you can do this. Add a Team Member To learn how to invite a team member, refer to the article below: Inviting a Team Member (https://help.dorik.com/en/article/inviting-a-team-member-1qfttzm/Few readersAdding a Table of Contents to your post/item
Getting Started This article will guide you in adding a table of contents to your Blogs or Custom Collection Item. How to Add a Table of Contents From your CMS site dashboard left pane: Click on the Blogs icon to add a table of contents to Blog Posts. Click on the Collections icon to add a table of contents to Collection items. Accessing BlogsFew readersBlogs
Getting Started The Blogs feature is designed for blogging sites, allowing you to add and categorize your blog posts. This article will guide you through the process of using the Blogs feature. Navigating the Blogs Feature Click the Blogs icon in the left panel of your CMS site dashboard to open the Blogs feature. Refer to the screenshot below: Blogs preview (https://storage.crisp.Few readers
Team Member
Inviting a Team Member
Getting Started You can add collaborators to manage your site using the Team Members feature in your CMS. You can assign the role of an Administrator, Editor, Author, or Developer to a person when you invite them to be a team member. Team Member section The team member section can be found on your CMS dashboard, on the left-hand panel inside the Settings icon.Some readersTeam Member Roles and Permission
Getting Started Assigning a certain role to any team member gives them specific permissions depending on the role they have been assigned. You will find the permissions for each role on the charts below. Team Member Roles and their Permissions 📝 Free Plan or Site Plan HoldersFew readersCustom Team Member Roles
Getting Started You can create custom roles for team members on your CMS Site. This article covers how you can add custom roles and how the feature works in detail. Add Custom Role To learn how to add a Custom Role for a Team Member, follow the steps below: Login to your Site Dashboard Go to the Team Member option inside the Settings option Click on the Custom Roles button on the top-right of your screen Click on the + Add Role button Add a name for the Role Adding aFew readers
API
Public API
Getting Started Dorik’s Public API feature allows users to connect with other applications on the web. User can maintain their resource without coming back to their Dorik website. The endpoints created can allow any authenticated user/platform to perform create, read, update, and delete (CRUD) actions. For now, Public API can be used to fetch data from your CMS collections, collection items, and collection fields as a beta service. Create a Public API token For more details oFew readersGenerating Public API Keys
Getting Started In this documentation, you will learn only how to generate Public API Keys in Dorik CMS. Basically, Dorik’s "API Keys’" feature allows users to connect with other applications (e.g. Zapier, Pabbly, Make, etc.) on the web from where users can maintain their resources without coming back to their Dorik website. The endpoints created can allow any authenticated user/platform to perform create, read, update, and delete (CRUD) actions. However, for now, Public API KeyFew readersUpdating SEO fields using Dorik API
This ENDPOINT will help you update SEO fields. Request Path Parameters Headers 'X-Dorik-Key' string Insert your dorik 'key' Example: 0949322f8dee137ea4590 Body StructureFew readers
Get Started with Dorik CMS
Dorik CMS Basics
Getting Started Dorik CMS platform is a fully featured content management system. Dorik CMS has all the features of Dorik Classic (except Export Code) + a built-in blogging system, membership, collections, white-label features, etc. This article will guide you through the whole CMS builder basics. How to Open a CMS Site Dashboard First, log in to your Dorik dashboard. From the Sites menu, select the CMS tab. Click the Edit Site button next to the website you wantSome readersCMS Dashboard
Getting Started Upon choosing a template, you will be redirected to your CMS Dashboard. Your Dashboard is the one place from where you can run all the operations of your CMS Site First Look The Dashboard will contain numerous features based on your role. The site owner can use all the features, while permissions for roles like Administrator, Developer, Author, or Editor are limited. These features have multiple functionalities that come in handy for individualFew readersHow to delete a CMS site?
Getting Started In this article, you will learn how to delete a CMS site permanently from your account. Follow the instructions below accordingly. Deleting your CMS Site To delete your CMS site, follow the steps given below: Select the CMS site you want to delete and go to the dashboard Click on the Advanced Configurations(🛠️) from the left pFew readersCMS Row and Column
Getting Started Add CMS Row and column to showcase CMS elements on your site. This article will show all the procedures to add a CMS row with a column on your website. Let us take a look… Add CMS Row with Column ⬇️ Click on Add New Section ⬇️ Go to Custom Section (https://storage.crisp.chat/users/helpdesk/websFew readersConnect to CMS Database
Getting Started After adding a CMS Row with column, you will be required to connect to the CMS database to activate that section. This article will show Connect to Database To connect your section with a CMS Database and use the CMS features, click on Connect to Database. ⬇️ After clicking, you will see the CMS Row editor, where you will find several options to configure your CMS row.Few readersPopulating elements with CMS content
Getting Started You can populate elements in the website builder; for example, elements like Image, Title, Tabs, and Button can be populated with CMS post contents. This article will show you the step by procedures on how you can populate different elements using CMS Contents. Adding Dynamic Content on an Image element After connecting to your CMS post database, you will see empty sections in your webpage like the one in the picture below ⬇️ (https://storage.crispFew readers
Custom Collection
Custom Collection Overview
What is Custom Collection? Custom Collections have many use cases, adding custom collections and fields can help you extend and build any type of CMS. With a Custom collection list, you can categorize and store any information on a blog post about a particular topic. ⬇️ Here is what a custom collection list looks like ↗️ The picture above is a Custom Collection on the topic: Listings.Few readersHow to add items to a Custom Collection
Getting Started This article covers the process of adding a new item to a custom collection. A new item can be added and customized using a sidebar or full editor. Creating a New Collection To learn how to create a custom collection, refer to the link below ⬇️ Add a new Collection ↗️ Adding New Collection Item To add a new item to a custom collection, follow the steps given below: Go toFew readersHow to add a Custom Collection?
Getting Started To add a new collection, click on the Collections (⛁) icon on the left-hand panel of your dashboard and click on + Add New. Set the type, name, slug etc., to proceed. Upon completion, you can add some auto items to the collection ranging from 5 to 15 blog posts. Add a new custom collection To add a new custom collection, follow the steps below or refer to the GIF & Screenshot under it. Click on the Collections (⛁) icon on the left-hand panel of yourFew readersFilter by Current Item of a Template Page
Getting Started You can filter out and display items relevant to the current item of a custom collection on a custom collection template page. This article covers the steps and provides a scenario to understand the feature better. Scenario and Steps To understand this feature better, we are going to demonstrate a scenario. Let us assume you have two custom collections (Clients and Projects) and you want to display the Projects of a particular Client on its template page. Step 1: Add nFew readersAdding and Customizing Fields in a Custom Collection
Getting Started Fields help you add important extensions and enhance your custom collection lists. For example, if you have a custom collection list on ‘Articles,’ you might want to consider adding fields like ‘Image,’ ‘Article Summary,’ ‘Thumbnail,’ etc. Adding a field to a Custom Collection Click on any Custom Collection inside the Collections panel Click onFew readersGated Content on Custom Collection Items
Getting Started You may enable membership on any Custom Collection Item or Post to make it exclusively accessible only by members of your site; whether they were invited by you to become a member to they paid for the subscription, you can always use the post access settings to change that. Changing Post Access in Custom Collection Items To set access to your custom collection items, follow the steps listed below: Login to your Dashboard Click on any Custom Collection fromFew readersSingle Reference in Custom Collection Fields
Getting Started Referencing Custom Collection fields can help you refer data from one custom collection item to another. This article will cover the whole process; follow all instructions to learn how to do that. Adding Single Reference Field To add a Single Reference in a custom collection, follow the steps given below: Go to your CMS Dashboard Select any Custom Collection Click on the Fields button Click on the + Add New Field button Select the type as SinglFew readersChange the single-item template of a Collection
Getting Started When you create a custom collection, a separate page template for every collection will be automatically created. This article will feature all the steps to create a single-item template of a collection and make changes to it; refer to the information in the sections below. What does ‘Single Item’ mean? Single Item refers to the Custom Collection Item/Items that we create. For example, if we create a Custom Collection called ‘Superheroes’ and add a bunch of itemsFew readersShowcase Collection items on my website
Getting Started Showcasing Custom Collection items can be easily done with a few simple steps. You can add important elements and populate them with custom collection items. Follow the guide in this article to get started. Adding CMS Row with Column To showcase Custom Collection items, you will need to have a CMS Row and Column section. Follow the steps given below to add a CMS Row with a Column. On your builder, click on + Add New Section Go to CMS Row with Columns ClickFew readersExclude a collection item from Sitemap or RSS Feeds
Getting Started Custom Collection Posts are automatically added to Sitemap and RSS Feed when published. This article will help you learn how to remove your posts from Sitemap and RSS Feed. 🚫 Remove Custom Collection Item from sitemap Here is how you can remove a post from your Sitemap. Follow the steps below: Go to the custom collection list where your post is. Click on the … option beside your post. Select 🚫 Remove from Sitemap. Refer to the *GIF belowFew readersDifference between full editor and sidebar editor
Getting Started In this article, you will learn the difference between the sidebar and full editor in Custom Collection. The demonstration will be both textual and visual. Let's get started! Setting Full Editor and Sidebar Editor To do this, add a new custom collection to your site; follow the steps in the GIF below: Full Editor To use the Full Editor on yFew readersWhat is Custom Collection?
Getting Started Add custom collections and fields to extend and build any CMS. With a Custom collection list, you can categorize and store any information on a post about a particular topic. RelaFew readersHow to use filters to display your Custom Collection Items
Getting Started Filters can help you select Custom Collection items you want to showcase on your website. If you have a custom collection already and would like to be more specific about the items you want to showcase, that is where filters come in handy. This article will cover how filters work and how you can use filters on custom collection items on a CMS Row. How to Create Custom Collection You will need to have a custom collection on your website. To learn how to create custFew readersMultiple Reference in Custom Collection Fields
Getting Started Referencing Custom Collection fields can help you refer data from one custom collection item to another multiple field. This article will cover the whole process; follow all instructions to learn how to do that. Adding Multiple Reference Field To add Multiple References in a custom collection, follow the steps given below: Go to your CMS Dashboard Select any Custom Collection Click on the Fields button Click on the + Add New Field button GivFew readers
Membership
Membership Configuration
Getting Started This article is about how you can configure your site’s membership form, set access, and set up paid membership on your site. There are two panels that you will come across when configuring membership settings. These are Membership Access and Membership Tiers, which are two separate features. We will also look at the payment types on Membership sites: Monthly or One-Time. Setting Membership Access lets you dictate whether a visitor can signFew readersMembership Design
Getting Started The Design option in Membership Settings lets you customize various options in the membership feature, from letting you design the membership portal form to customizing the subscription button; you can do all of this from the Membership Settings option. Membership Design To change membership design, follow the steps below: Click on the Membership icon from the left pane of the site dashboard. Scroll down to the Membership Settings option fromFew readersMembership link and data-attribute use
Getting Started Membership link settings are used to copy the link slugs solely for the membership feature. You can use data attributes instead of links as well. This article will feature all the steps and features of membership links and data attributes. Membership Link To copy membership links, follow the steps given below: ⬇️ Click on the Membership icon in the left pane of the site dashboard, then scroll down to the Membership Settings option in the Membership moFew readersWhat is Membership?
Membership in Dorik The membership feature is used when a site owner wants to enable and set certain privileges for visitors on their blog. This can be set by tuning the blog post access located in page settings or on blog post editors; there are mainly three access types Public, Members only, and Paid Members. Each has its own accessibility on a blog; for example, if post access is set to Public, it means anyone from anywhere on the internet can view it. Paid Members canFew readersAdding Webhook for Membership Events
Getting Started Webhooks notify you when an event occurs on your website. Webhooks are particularly useful for asynchronous events like when a subscriber is added to your website, a new team member is added, a subscriber updates their email or name, subscriber purchases any paid plan, etc. This article will cover more details about how Webhooks work on Dorik. Actions to be triggered Upon adding a webhook URL to your site, you will receive calls for the following events:Few readersHow to add a new member?
Getting Started In this article, you will learn all the steps required to Add/Invite new members to your CMS site or Import members from other platforms (e.g. WordPress, Ghost, Medium, Substack). Inviting a new member To invite a new member to your site manually, follow the given steps below: Click on the Membership icon on the left pane of the site dashboard.Few readersIntegrate Stripe (Membership)
Getting Started This article will cover how a user can integrate Stripe to obtain payments from subscribers on their website. Follow all the instructions accordingly to start integrating Stripe. Integrating Stripe Dorik Inc. partners with Stripe for secure payments. You can use this feature to obtain secure payments from users who have purchased a subscription to your site. Follow the steps given below to integrate Stripe: After filling out all the important steps for confFew readersEnable Membership on a blog post
Getting Started You may enable membership on any blog post to make it exclusively accessible only by your site members; whether they were invited by you to become a member or paid for the subscription, you can always use the post access settings to change that. Enabling Membership on a blog post To enable membership on a particular blog post, follow the given steps: Go to Posts under the Content panel on your Dashboard Click on the post where you want to enable membershipFew readersWebhook Events for Membership in details
Getting Started This article will briefly cover the events and payloads called during a webhook event.Few readers
Password Protected Page
Getting Started Password-protecting a page allows you to restrict access to a page by setting a password and requiring visitors to use the password to view the page's content. This article will cover how you can protect a page on your website with a password. Add Password to a Page To password-protect a page, follow these steps: From the site dashboard, click on the Pages (📄) icon in the left panel and select the page you want to protect. (https://storage.crisp.chat/usersFew readersHow to refer Custom Collection Fields
Getting Started Referencing Custom Collection fields can help you refer data from one custom collection item to another. This article will cover the whole process; follow all instructions to learn how to do that. Adding Single Reference Field To add a Single Reference in a custom collection, follow the steps given below: Go to your CMS Dashboard Select any Custom Collection Click on the Fields button Click on the + Add New Field button Select the type as *Few readersGated Page for Members
Getting Started Gated Page allows you to set access exclusively to Members/Paid Members on a specific webpage on your site. This article will cover the process of creating a Gated page for Members on your website. Setting up Page Access To make a web page exclusive for Members on your site, follow the steps given below: Login to your Dashboard & click Pages(📄) Go to the page that you want to set the access limit to Click on Page Settings on that page Go to tFew readersDashboard Overview - CMS
Getting Started When creating a new CMS site, you will be redirected to your CMS Dashboard, after choosing a template. Your CMS Dashboard is the one place from where you can run all the operations of your CMS Site. First Look The Dashboard will contain numerous features based on your role. The site owner can use all the features while permissions for roles like Administrator, Developer, Author, or Editor are limited. These features have multiple functionalitFew readersBlogs Category
Getting Started Setting blog categories helps you and your audience find the desired or relevant topics you or they are looking for. This article will guide you through how you can use this option. Add a new category Here is the step-by-step procedure on how you can add and set categories to your blog post: From the site dashboard, click on the Blogs icon from the left panel. Click on Categories under Posts Click on the + New Category button SetFew readersHow to add filters in Custom Collections
Getting Started Filters can help you select Custom Collection items you want to showcase on your website. If you have a custom collection already and would like to be more specific about the items you want to showcase, that is where filters come in handy. This article will cover how filters work and how you can use filters on custom collection items on a CMS Row. How to create Custom Collection You will need to have a custom collection on your website. To learn how to create custFew readersAdd a new Collection
Getting Started In this article, you will learn the process of how to Add a New Collection to your CMS site. Add a new custom collection To add a new custom collection, follow the steps below or refer to the GIF under it. Go to the Collections section on the left-hand panel of your Dashboard. Click on + Add New Collection Set the Collection Type, Name, Slug, etc., to proceed Click on Add Collection Upon completion, you can also add some dummy items automaFew readersCreate a blog post
Getting Started You can create, schedule & publish blog posts using valuable tools like our SEO Tools, Social Media preview, in-built blog post editor, and Editor handle. Such tools can help you make more engaging blog posts for any reader and help you rank higher on search engines. This article will cover how you can use the tools to create a blog post. To learn about SEO Tools and Blog Post Settings, refer to these articles: SEO in Blog Posts (/en/article/seo-Few readersHow to Set Up a Custom 404 Page on CMS Sites
Getting Started This article provides a step-by-step guide on setting up a custom 404 page for Dorik CMS. Add a Custom 404 Page on a CMS Site Please follow these steps: Navigate to the Pages menu in the left sidebar. Go to the Utility Pages section. Click on “CreateFew readers