Category: Guides
5-minute SGEN tour — install to live site, fast
A fast orientation to SGEN — what it is, how the dashboard fits together, and where to go for your first session.
Webinar promotion — landing page to recording archive
Webinar promotion — landing page to recording archiveRun a webinar end to end via SGEN — landing page, registration, reminder sequence, live...
SGEN tutorials
SGEN tutorialsHow to find the right tutorial for your goalSGEN tutorials are step-by-step guides that take you from a specific starting point to...
Product launch playbook
Product launch playbookCoordinate the landing page, what's-new entry, changelog post, email, and social shares so they go live togetherA...
Newsletter signup flow
Newsletter signup flowWire the form, the double opt-in, the welcome email, and the email-provider integration end to endA working newsletter...
Lead-magnet funnel — capture to conversion
Lead-magnet funnel — capture to conversionSet up a lead-magnet landing page, email capture, drip sequence, and conversion handoff that runs end...
SGEN Internationalization Strategy
SGEN Internationalization (i18n) StrategyWhat is this for?This document defines SGEN's approach to language coverage, translation quality,...
form-to-crm-email-sequence
Form submission to CRM to email sequenceHow to wire a contact form into a CRM record and an automated email nurture in one passA contact form...
Customer onboarding emails — 7-email sequence
Customer onboarding emails — 7-email sequenceSet up a 7-email post-purchase sequence that walks a new customer from confirmation through the...
Cookie compliance playbook
Cookie compliance playbookWire the banner, the policy page, and the consent state together so the site honors visitor choiceMost sites bolt a...
Case study publishing workflow — interview to promotion
Case study publishing workflow — interview to promotionTake a customer case study from first interview through approval, publish, and...
bulk-redirect-creation
Bulk redirect creationHow to move hundreds of URLs at once without breaking SEO or losing visitorsWhen a site migrates from one platform to...
bulk-image-webp-conversion
Bulk image WebP conversionHow to convert your entire media library to WebP and confirm every image renders correctlyWebP images are 25-35%...
Blog content calendar — 90-day plan
Blog content calendar — 90-day planSet up a rolling 90-day blog calendar in SGEN — categories, draft pipeline, scheduled publish, and social...
Black Friday playbook
Black Friday playbookBuild the campaign landing page, the coupon, the email cadence, and the analytics watchpoints in one passBlack Friday is a...
Author profile system
Author profile systemBuild named author bylines, profile pages, and an archive in seven stepsA blog with one writer needs no author system —...
Set up webhooks for content events
Set up webhooks for content eventsHow to wire SGEN content events to an outbound destination, with retry and a delivery log to debug...
Site Explorer — one-site review
Site ExplorerOne-site review across traffic, search, local visibility, and ads — without leaving SG-Dashboard.Site Explorer is the...
Reviews — reputation reporting
ReviewsReputation visibility and review-response state in SG-Dashboard reporting.Reviews is the SG-Dashboard surface for reputation reporting....
Menus — site navigation
MenusBuild site navigation — items, nesting, locations — without a plugin.Menus is the admin surface for site navigation. Build one or many...
Custom reports — generated report artifacts
Custom reportsHow to manage generated report artifacts as stateful objectsCustom reports is the report-object surface inside SG-Dashboard....
Understanding Staging and Live in SGEN
Understanding Staging and Live in SGENTwo environments per site, with deliberate separation between work and public.The staging and live...
How to Create a New Site in SGEN
How to Create a New Site in SGENProvision a new SGEN site from SG-Dashboard — preconditions, two routes, what success and failure look...
Getting Started with SG-Dashboard
Getting Started with SG-DashboardDay-one orientation for SG-Dashboard — what you land on, what to do first, what to read next.SG-Dashboard is...
Team lead SGEN onboarding guide
Team lead SGEN onboarding guide| Field | Value ||---|---|| Audience | public || Page type | guide || Area | _workflows/role-onboarding ||...
For Support Agent: Getting Started in SGEN
For Support Agent: Getting Started in SGENHow to hit the ground running as a Support AgentThe Support Agent role is the human at the front of...
SEO Specialist onboarding workflow in SGEN
SEO Specialist onboardingHow to build a daily, weekly, and monthly SEO rhythm in SGENSEO specialist onboarding means knowing which of SGEN's...
For Platform Admin: Getting Started in SGEN
For Platform Admin: Getting Started in SGENHow to hit the ground running as a Platform AdminThe Platform Admin role is the operator at the top...
For Partner / Agency: Getting Started in SGEN
For Partner / Agency: Getting Started in SGENHow to hit the ground running as a Partner agencyMost agencies were built around WordPress plus a...
Operations manager SGEN onboarding guide
Operations manager SGEN onboarding guide| Field | Value ||---|---|| Audience | sgen-admins || Page type | guide || Area |...
Marketing manager SGEN onboarding guide
Marketing manager SGEN onboarding guide| Field | Value ||---|---|| Audience | sgen-admins || Page type | tutorial || Area |...
Freelance creator SGEN onboarding guide
Freelance creator SGEN onboarding guide| Field | Value ||---|---|| Audience | public || Page type | guide || Area |...
Founder and business owner SGEN onboarding guide
Founder and business owner SGEN onboarding guide| Field | Value ||---|---|| Audience | public || Page type | guide || Area |...
Ecommerce manager workflow — SGEN
The ecommerce manager workflow in SGENHow to run your store day-to-day — orders, products, coupons, and when to call for helpThe ecommerce...
Developer onboarding SGEN — six power-user surfaces
Developer onboarding SGEN| Field | Value ||---|---|| Audience | sgen-admins || Page type | tutorial || Area | workflows || Updated |...
Designer SGEN onboarding guide
Designer SGEN onboarding guide| Field | Value ||---|---|| Audience | sgen-admins || Page type | guide || Area | _workflows/role-onboarding...
Content editor onboarding in SGEN
Content editor onboarding SGEN| Field | Value ||---|---|| Audience | sgen-admins || Page type | tutorial || Area |...
Build a SaaS landing site on SGEN in 30 minutes
Build a SaaS landing site on SGEN in 30 minutesA 30-minute walkthrough for founders and product teams â€" hero, features, pricing, signup,...
Build a restaurant site on SGEN in 30 minutes
Build a restaurant site on SGEN in 30 minutesA hand-held tutorial from sign-up to a working restaurant site — menu page, hours, reservation...
Build a real-estate site on SGEN in 30 minutes
Build a real-estate site on SGEN in 30 minutesA hand-held tutorial from sign-up to a working listings site — listings page, agent profiles, an...
Build a portfolio site on SGEN in 30 minutes
Build a portfolio site on SGEN in 30 minutesA 30-minute walkthrough for designers, photographers, artists, and writers â€" project gallery,...
Build an online course site on SGEN in 30 minutes
Build an online course site on SGEN in 30 minutesA 30-minute walkthrough for academies, independent instructors, and cohort-based course...
Build a nonprofit site on SGEN in 30 minutes
Build a nonprofit site on SGEN in 30 minutesA 30-minute walkthrough for nonprofit organizations â€" mission, programs, donation form, events,...
Build a membership site on SGEN in 30 minutes
Build a membership site on SGEN in 30 minutesA 30-minute walkthrough for creators, communities, and educators â€" subscription tiers, member...
Build a local-services business site on SGEN in 30 minutes
Build a local-services business site on SGEN in 30 minutesA 30-minute walkthrough for plumbers, electricians, cleaners, HVAC technicians, and...
Build an event site on SGEN in 30 minutes
Build an event site on SGEN in 30 minutesA 30-minute walkthrough for conference organizers, wedding planners, and fundraiser leads â€"...
Build an ecommerce site on SGEN in 30 minutes
Build an ecommerce site on SGEN in 30 minutesA 30-minute walkthrough for small-batch makers, handmade goods sellers, and specialty food brands...
Build a coaching practice site on SGEN in 30 minutes
Build a coaching practice site on SGEN in 30 minutesA 30-minute walkthrough for independent coaches and group practitioners â€" services...
Build an author site on SGEN in 30 minutes
Build an author site on SGEN in 30 minutesA 30-minute walkthrough for debut novelists, nonfiction authors, and poets — book pages, bio, tour...
Build an artist site on SGEN in 30 minutes
Build an artist site on SGEN in 30 minutesA 30-minute walkthrough for painters, sculptors, printmakers, and visual artists — gallery,...
Build an agency portfolio site on SGEN in 30 minutes
Build an agency portfolio site on SGEN in 30 minutesA hand-held tutorial from sign-up to a working agency site — case studies, services pages,...
URL slug strategy — SGEN documentation
How to set URL slugs in SGENThe short answerGood slugs are:Lowercase (/sandbox-tier not /Sandbox-Tier)Hyphenated (/sandbox-tier not...
Switch SGEN theme safely — preserve custom styles
How to switch your SGEN theme safelyThe short answerSwitch themes on STAGING first. Audit what's tightly coupled to the current theme. Snapshot...
Multi-language site strategy for SGEN
How to choose a multi-language strategy for your SGEN siteThe short answerThree patterns. Pick by team structure + content variance, not by...
Image alt text best practices
How to write image alt text in SGENThe short answerDescribe what the image CONVEYS, not what it SHOWS. Skip decorative images entirely. Keep...
How We Build Pages
How We Build PagesThe recommended workflow for moving a page from approved brief to published live — every step, in operator...
Forms vs Custom Codes for lead capture in SGEN
How to choose between native Forms and Custom Codes for lead captureThe short answerUse the native Forms module for 90% of lead capture. Reach...
Custom CSS vs Custom Codes vs SGB Additional CSS
How to choose where to put CSS in SGENThe short answerThree places. Pick by scope:WhereScopeWhen to useCustom CSS (the admin → Appearance →...
Blog categories vs tags strategy — SGEN
How to use blog categories and tags in SGENThe short answerCategories are few and structural. Tags are many and topical.A blog post belongs to...
Ticket and Support Workflow
Ticket and Support WorkflowFieldValueAudiencepublicPage typereferenceAreaworkflowsUpdated2026-05-14What this covers---What is this for?Good use...
Site Provisioning Workflow
Site Provisioning WorkflowFieldValueAudiencepublicPage typereferenceAreaworkflowsUpdated2026-05-14What this covers---What is this for?Good use...
Runtime Context
Runtime ContextFieldValueAudiencepublicPage typereferenceAreaworkflowsUpdated2026-05-14What this covers---What is this for?Good use casesWhat...
Publishing Workflow
Publishing WorkflowFieldValueAudiencepublicPage typereferenceAreaworkflowsUpdated2026-05-14What this covers---What is this for?Good use...
Migration Workflow
Migration WorkflowFieldValueAudiencepublicPage typereferenceAreaworkflowsUpdated2026-05-14What this covers---What is this for?Good use casesWhat...
Lead and Tracking Workflow
Lead and Tracking WorkflowFieldValueAudiencepublicPage typereferenceAreaworkflowsUpdated2026-05-14What this covers---What is this for?Good use...
Form Submission Workflow
Form Submission WorkflowFieldValueAudiencepublicPage typereferenceAreaworkflowsUpdated2026-05-14What this covers---What is this for?Good use...
Content Update Workflow
Content Update WorkflowFieldValueAudiencepublicPage typereferenceAreaworkflowsUpdated2026-05-14What this covers---What is this for?Good use...
Analytics and Reporting Workflow
Analytics and Reporting WorkflowFieldValueAudiencepublicPage typereferenceAreaworkflowsUpdated2026-05-14What this covers---What is this for?Good...
SGEN Pre-launch Checklist — 23 steps from fresh install to live
SGEN Pre-launch Checklist — 23 steps from fresh install to liveRun through these four groups before you share the site URL with anyone outside...
Setup Wizard Walkthrough
SGEN Setup Wizard — WalkthroughWalks the 5-step wizard end-to-end, captures the post-install state, and lists the recommended onboarding steps...
Post-launch Cleanup — First-week operations after going live
Post-launch Cleanup — First-week operations after going liveHow to verify, monitor, and stabilize a new SGEN site in the seven days after...
Decommission a Site — Orderly retirement playbook
Decommission a Site — Orderly retirement playbookHow to retire a SGEN site cleanly, with all data accounted for before the plan...
Track Conversions in SGEN End-to-End
Track Conversions in SGEN End-to-EndHow to define, verify, and measure conversion events across SGEN Analytics and GA4A conversion is an action...
Set Up GA4 in SGEN via Tracking Consent
Set Up GA4 in SGEN via Tracking ConsentHow to connect Google Analytics 4 to your SGEN site and verify data is flowingGoogle Analytics 4 (GA4)...
Route Form Submissions to Email, Webhook, or CRM
Route SGEN Form Submissions to Email, Webhook, or CRMHow to configure where SGEN sends every submission from My FormsA visitor submits your...
How to Use SGEN Analytics
How to Use SGEN AnalyticsOpen Analytics with a question in mind, not a habit.SGEN Analytics is most useful when operators open it to answer a...
How to Build Your First Site in SGEN
How to Build First Site in SGENGet the structure right first, then scale from a clean base.When you build first site in SGEN, the work goes...
How to Build a Contact Form in SGEN
How to Build an SGEN Contact FormHow to create, configure, and publish a form using My FormsThe form your site needs already has a shape in...
How SGEN Replaces Your Traditional WordPress Stack
How SGEN Replaces Your Traditional WordPress StackTrade the WordPress stack for one consolidated platform.The traditional WordPress stack is...
Getting Started with the SGEN Admin
Getting Started with the SGEN AdminWalk the SGEN admin on your first session, then move to real work.The SGEN admin should feel navigable on...
Getting Started with SGEN
Getting Started with SGENOrient quickly, then move into the first productive actions.Getting started with SGEN should not take days. The first...
Theme customization in SGEN
Theme customization in SGENHow to adjust your site's visual design using the Theme Editor and Custom CSSYou do not need to switch themes to...
Manage team roles across SGEN sites
Manage team roles across SGEN sites| Field | Value ||---|---|| Audience | sgen-admins || Page type | tutorial || Area | Documentation ||...
Set up a multi-site SGEN deployment
Set up a multi-site SGEN deployment| Field | Value ||---|---|| Audience | sgen-admins || Page type | tutorial || Area | Documentation ||...
Publish your first blog post on SGEN
Publish your first blog post on SGEN| Field | Value ||---|---|| Audience | sgen-admins || Page type | guide || Area | Documentation ||...
Launch your first store on SGEN
Launch your first store on SGEN| Field | Value ||---|---|| Audience | sgen-admins || Page type | tutorial || Area | Documentation ||...
Invite collaborators to your SGEN site
Invite collaborators to your SGEN site| Field | Value ||---|---|| Audience | sgen-admins || Page type | tutorial || Area | Documentation...
Custom CSS basics in SGEN
Custom CSS basics in SGENHow to write CSS in SGEN using the Custom CSS surfaceSGEN gives you one dedicated place to write site-wide CSS...
Build your first page with SG-Builder
Build your first page with SG-Builder| Field | Value ||---|---|| Audience | sgen-admins || Page type | tutorial || Area | Documentation ||...
Build an e-commerce page layout in SGEN
Build an e-commerce page layout in SGENHow to set up a product grid, product detail view, and checkout layout in SGENAn e-commerce store is...
Build a landing page in SG-Builder
Build a landing page in SG-BuilderHow to build a hero, features section, and CTA layout in SG-BuilderA landing page has one job: move a specific...
Build a blog index in SGEN
Build a blog index in SGENHow to set up your blog listing page, pagination, and category filters in SGENYour blog index is the page where all...
Agency client routing in SGEN
Agency client routing in SGEN| Field | Value ||---|---|| Audience | sgen-admins || Page type | tutorial || Area | Documentation || Updated...
SGEN dashboard tour
SGEN dashboard tour| Field | Value ||---|---|| Audience | new SGEN operators || Page type | guide || Area | Get Started || Updated |...
Set up form notifications so leads do not arrive silently
Set up form notifications so leads do not arrive silently| Field | Value ||---|---|| Audience | SGEN site owners, marketing managers, team...
Set up your SEO defaults on SGEN
Set up your SEO defaults on SGEN| Field | Value ||---|---|| Audience | sgen-admins || Page type | guide || Area | Get Started || Updated |...
SGEN sandbox walkthrough
SGEN sandbox walkthroughHow to create, use, snapshot, and promote your SGEN sandboxThe SGEN sandbox is a separate, isolated environment...
Preview your site on mobile
Preview your site on mobile| Field | Value ||---|---|| Audience | SGEN site owners, content editors, marketing managers || Page type | guide...
Invite your first team member
Invite your first team member| Field | Value ||---|---|| Audience | sgen-admins || Page type | guide || Area | Get Started || Updated |...
Connect your domain to SGEN
Connect your domain to SGEN| Field | Value ||---|---|| Audience | sgen-admins || Page type | guide || Area | Get Started || Updated |...