This article will cover, at a high level, the steps required to create a new site and implement it for a given client. This article does not cover things like AWS server architecture, file storage procedures, or permissions. This information can be found in the corresponding document related to the specifications and capabilities of the deployment manager.

Hub Set-up & Configuration

\uD83D\uDCD8 Create a New Organization

Organizations encompass everything about a given client; from connections to different channel distribution IDs (usually the website URL.) For example, the organization “Bluetent” may exist with several distribution channels (i.e. https://www.deepcreek.com/, https://www.rezfusionhubdemo.com, etc.)

Organizations can have connections, and no channels, as well as channels and no connections. However, without at least one channel (distribution feed) and one connection, there will be no way to distribute data from a given organization.

It is important to keep in mind the organization, and its related channels, do not define the actual domain name or where the site lives. This is purely a unique identifier for a given organization’s channel distribution feed. This allows one organization to provide “1 - many” property feed lists to any number of websites (i.e. WordPress site).

Navigate to “Manage Companies” or “Manage Websites & Connections” under either the channel or organization dropdowns:

Click “Add Company” and fill in company details:

FOR BLUETENT: The moniker will be 4 characters beginning with the letter n. Please use the Moniker checker HERE to confirm that there is no duplicate.

Your new company should now show up in the list (if searched) or scrolled within the global company view:

\uD83D\uDCD8 Create a First Connection

While still within the /organizations view, you will see your new organization (you may have to select it, first) create your first connection:
First, begin by clicking “Add a Connection”.
Fill in relevant connection details after selecting the connection provider:

Click “Add” to save the connection. A page refresh may be required for you to see your new connection.

Run a refresh to pull the initial list of items.

After some time elapses, refresh the page. You should see active properties:

\uD83D\uDCD8 Create your First Channel

Don’t worry! All of these values can be updated after initial channel creation.

Now, it is time to create the channel. The channel is the configuration layer that attaches to a given WordPress website (you will see that process in this guide.) Creating a channel is relatively simple, the most important values are:

Website name
- This is the visual admin display name for the site
The channel URL/ID
- This does not configure the actual location/DNS of the website. Rather, this acts as a unique pointer/ID for this given channel. Often times the URL is a convenient value.
- BLUETENT: websitename.cloud2-stg.rezfusion.com (i.e. bodegabayescapes.cloud2-stg.rezfusion.com)
Cart Abandonment/Campaign Monitor Lead setup:
Booking confirmation redirect URL. <ADD WHERE TO FIND THIS>

At the very bottom of the modal, click “Add Website”:

Reload the page, and your new channel should be present:

\uD83D\uDCD8 Create your First Feed Rule

Feed rules are the piece of glue that holds a distribution of units from a connection to a selected website. You can think of connections as a stream of water and a channel as a nearby town. The feed rule is the aquafer that diverts water (PMS unit data) to the town (channel.)

Without at least one feed rule, the channel has no way of receiving any of the unit data, even if the connection itself is valid.

Feed rules can be defined in several ways:

By individual units from all available organizational connections (in-progress.)
By category (in-progress.)
By connection (most common); this includes all published/active units from a given connection.

Once your feed rule is created, refresh the page. Then, select your feed rule and associate it with at least one channel and one connection.

NOTE:

If a rule contains ALL available channels/connections from an organization it belongs to it will not show any options under the Add Channels/Connections tabs. Instead, you will find options to remove the associations under the Remove Channels/Connections tabs.

NOTE:

This does not delete the channel, it just removes the association this channel has to a given feed rule.

Refresh your connections after you have updated your feed rules to finish any necessary channel → item mappings. You should see your feed of properties under the channel dashboard’s “Properties” tab:

\uD83D\uDCD8 Additional & Future Channel Configuration

Under settings, configure the channel settings as desired, and then publish your tag after saving your changes. The tags distribute the configured channel settings to the connected WordPress website (set up for this is after the connection setup.)