Support » Plugin: simplelender » Getting Started With Simplelender

  • Plugin Author Gilbert

    (@gkarogo)


    INSTALLATION
    This section describes how to install the plugin and get it working.

    1. Upload the plugin files to the /wp-content/plugins/ directory, or install the plugin through the WordPress plugins screen directly.
    2. Activate the plugin through the \’Plugins\’ screen in WordPress
    3. Click “save changes” on the “Permalink Settings” page
    4. Create a loan product on Simplelender
    5. Display loan product using short code [simplelender product=1] (Product id will be at the top after you create loan product)
    Other shortcodes:
    Loan Calculator: [simplelender product=1]
    Login: [sl_user_gate]

    CREATE LOAN PRODUCT
    On activation, you will be automatically be redirected to loan product creations, alternatively you will find it at simplelender->loan product

    IMPORTANT: After creating loan product, you need to go to Settings > Permalinks and click “save”. This flushes the WordPress rewrite rules. For performance reasons, the rewrite rules are only flushed either when the plugin is activated or when the Permalinks are saved. So, if you are developing with the plugin activated and adding controller routes as you go, you need to use this approach to flush the rewrite rules and use your new URL endpoints.

    POST IT ON FRONTEND
    Use the shortcode [simplelender product=1] where 1 is loan product id that you have created.

    SUBMIT LOAN APPLICATION
    Go to where you have put the form and fill in a loan application.

    VIEW LOAN SUBMISSION
    On the admin section, navigate to simplelender->loan applications and you will see all the latest application, from here you will be able to manage all the loan applications.

    DO A DRIP CAMPAIGN TO FOLLOWUP ON BORROWERS AND GET THEM ACTIVE
    You can now send new loan applicants to a drip marketing list on your best platform e.g. mailchimp, active campaign and CRM etc

    Ticket
    On the frontend, the borrower is able to create a ticket and chat with the lender

    Gravity form
    To add additional forms on the loan application form, download gravity form at https://github.com/wp-premium/gravityforms/archive/master.zip create a goal form and secondary form on gravity plugin.
    On simplelender->loan product, select the loan product on the and under gravity form field there is a ‘goal form’ dropdown section and ‘secondary form’ dropdown section. NB: you need to be a premium user to use this feature.

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