Greyd.Suite enables you not only to efficiently create and manage individual websites, but also to create entire website systems. Depending on which plan you are on, you can either use WordPress multisite for that. Or – if you are on the Scale plan – you can even connect several multisites and single site installations with each other.
Connecting sites with each other
If you are on the Scale plan, you can use the Site Connector to connect websites from different installations with each other.
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Hi, this is Sandra from GREYD. Today I’d like to show you how to use our multisite connector to connect any number of websites with each other and to merge all your websites in one central system. The multisite connector is an extremely powerful feature. You can use it to massively save administration resources as you can manage all your web projects in one central dashboard, no matter if they lie on different WordPress installations. And you can also connect content across several websites and create even the most complex headless structures.
You will find the multisite connector in your GREYD.Hub in the tab connections. Here you can see an overview of all existing connections. To create a new one just enter the URL of the respective installation down here. You can both connect single sites and multisites. For the latter, just enter the URL of the home website. Please note that you need to have admin or super admin rights on both installations and a valid SSL certificate on both websites. GREYD.SUITE should be installed and up to date on both installations. For security reasons you will then be transferred to the other installation to accept the connection request for which you can also select an individual name.
Now we will have to do exactly the same procedure also from the other installation. So we go there and also create a new connection by entering the URL of the first installation, request the connection and approve it. Now you can see the installation connection is active and visible in your dashboard.
After successfully creating a connection, you will now also find the connected websites in your GREYD.Hub dashboard. So here you will not only be able to see the websites of this installation, but also of the one we’ve just connected. This means, you can use all features — for example migrating websites, installing templates, creating new websites, import and export, view website information, etc. — not only for this installation, but also for the one we’ve just connected. So now, you can for example migrate a website from here within seconds to a domain on the other multisite installation. Or use a website template from here for a project on the connected installation and also vice versa. Here again we can see all websites of all connected installations.
For more information on how all these GREYD.Hub features work, please have a look at our dedicated GREYD.Hub tutorial video in our Helpcenter. But now, you can not only use the connection to make managing your websites easier, but also to connect contents of it. If you activate this Global Content checkbox here, you can connect and sync any type of content — for example posts, forms, pop-ups, pages or entire post types — across installations. Like in GREYD.Hub, you will then also see all Global Contents of both installations in your Global Content dashboard and can easily import and use contents of your connected installation here. There’s also a video on Global Content in our Helpcenter.
You can also activate your connection for Global Search. If a user then searches for something on a website of installation A, you can also show him or her results from websites of installation B. Check out our search tutorial in the Helpcenter for more information. In the overview you can also delete connections. Please make sure to again do it from both installations and please don’t forget to also revoke the user permissions.
So let’s sum up: As you’ve seen, you can easily connect any GREYD.SUITE website with our multisite connector. The result: massive time saving and an extraordinary user experience. For more videos and information please visit our Helpcenter.
Synchronizing assets between sites
Use Global Content to synchronize assets across multiple websites. For example, you can:
Publish new contents on several websites simultaneously Ensure uniform designs on all your websites Synchronize content (e.g. legal pages), forms or header/footer templates across several sites
Use layout elements or entire post type architectures in multiple projects regardless of their content or design Display cross-site results in frontend site searches …
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Hi, my name is Sandra, and in this video I’m going to show you how you can synchronize assets and content, and partially synchronize them across any number of websites with Global Content. Here I got two websites of a typical Global Content case. In that case, it’s a fitness franchise with several studios, each of which has their own website. And you can see that some parts of the content, for example this headline here, or also the overall structure of the pages, they look the same. You can also see that even those elements that are synchronized, they automatically adapt to each website’s design, so they kind of look a little bit differently. Then we can see parts where the layout and template are the same, but with different content. For example, here we have dynamically inserted the website title, which is different here, or also this here thinks the subtitle of the website is also different here. Then we have some fully synchronized sections here, and then we have parts like these ones that are super interesting. Here again, the entire layout structure, the element itself seems to be synchronized. We have it here as well. We also have some contents that are available on both pages, but then again we have some content that is only available on this website. For example, you can’t see it here. So this is a synchronized part where you can locally add content. And then we have some elements where, the overall layout and template is synchronized, but the content differs. So here we have different trainer information. Same here in the contact section. The template itself is synchronized, but the contact details and opening hours stay different.
This can all be done with Global Content. Global Content is available in all our subscription licenses, and depending on which license you have, you can either use it to synchronize assets on a multisite level or even across different installations. So if you have the Site Connector, you can connect single sites, multisites to one network, and then you can also use Global Content to synchronize assets across all these installations. What you have to do in both cases is, you have to activate the plugin. And as soon as you have done that, you will see a Global Content section on the menu. Let me move my image here. So here’s a new Global Content section, and here you can see that you can manage Global Content either on this site or on a network site.
We will now take a look at this site first. So here you have an overview of all assets, on all contents that have been made global in your website network and are available for this site. You can sort this by post type, for example. You can also sort this and filter by status, post type. You have the link to the source post, you have some information on language, the way how this element has been made global, etc. etc.
Let’s start with the status. Some contents say “not imported”. This means that those contents, they come from a different website, have been made global, so they are available for this website, but you have not imported them. You can see here where this comes from. So this is a different installation. This is the Helpcenter site, we’re here in the Tutorial site, so I could now import this post. We’re going to take a look at this later, or we can open the original post.
Then we have some elements that are marked as “exported”. That’s the other way around. So this post here was created on this website and was exported to be used on other websites as well. And now let’s just move to one of those posts here, that are available, but not imported yet. We’ll just import it now. There’s an automatic check whether there are any conflicts. So, for example, if there are any elements that already exist on your site, you’re going to be asked: okay, what do you want to do? Do you want to keep both, do you want to replace it, or do you want to cancel this?
In this case, none of this happened, so I can import it now. And now it says “imported”, so I can now use it on my website and I have some different options here. I can edit the post — we’ll look at this later. I can unlink it. This means I’m going to cut the connection to this original post here. I will still be able to use the post, but it will then be static. This means that there’s no synchronization to the source post anymore. So changes that I make here will only be reflected on this page. I can also delete the posts, but if I do this on a site level, it will only be deleted here on this page, with no effect on any other connected pages. And I can go to the original post as well.
For elements that have been exported — let’s just see the features here — I can also edit a post. I can also unconnect it here. If I do that here, and it’s an exported post, those posts will still be available on all connected sites, but they will become static, so no connection to the source post anymore.
Then let’s go to network level. Here we have a similar overview with all available posts on the entire network. There’s some additional information. So, for example, here again I can see the source URL, but I can also see where the posts have been used. So I can see, okay, this comes from the Helpcenter Fitness franchise and was imported and is also used on the Helpcenter Global Content site, for example. I can also delete post from here, but be aware that if you do that on a network level, then you are really going to delete those posts. So it’s not about making them static anymore or just deleting them from one site. Then you will delete them everywhere.
In the settings here on the left, the Global Content settings, you can also define what exactly should happen if you trash a global post on network level. You can either actually trash it, or you can define that instead of trashing, you make them local or static everywhere.
Okay, so now let’s actually work with Global Content. So let me go back to my local stage, and then we will just select a template. Let’s go with this one — yeah, it’s a nice one. So this is just the regular template that I created on the stage, and I now want to make it global, so I can also use it on other websites. I do this by clicking “convert to Global Content” here. Depending on which kind of post type or post or asset you are going to make global, you will then be asked different questions. For example, if you make an entire post type global, you will be asked whether you want to include the posts that are part of this post type. If you try to make a post global that has translations, you will be asked whether you want to include those translations as well. If links are involved, you are going to be asked how you want to handle those links. If you want to make them dynamic so for example, if you have a link going to your privacy, site, do you want to change that to the privacy site of the other installation, or do you want to have it as a local link?
And this question here is very important: do you want to include nested content? So, in this case, it’s just a dummy image, but I have an image included, and of course, I want this image to be synchronized as well. Same goes if you have a form included, or a nested template, or anything, any other elements in this element. Then you want to synchronize this as well, and you have to activate this. And then you don’t have to worry about anything. So even if you have a form that comes with a thank-you page, the thank-you page as well will be synchronized. The only situation in which you have to do an extra step is when you have, for example, query loops in the template that you want to make global, and you want the posts to be synchronized as well. Then you have to additionally make the post type or the posts global. But here, we’re just going to make this global here now.
And now I can directly see up here that this is now a global source page. I can also directly see whether it’s in use on other websites as well. So whenever I make any changes here, I will directly see: okay, all this is in use here, here, and here — so I have to be careful what I do. Same here. I can also unlink it here. And I have some additional settings here, again whether I want to use or not the nested content. And then a global canonical URL, which is important for SEO optimization, because you don’t want to run into issues with duplicated content. And to prevent that, automatically the source URL will be used as a global canonical URL, and you can change that here if you want to.
Now let’s go back. So this is our Highlight Tile New. Let’s go back to our Global Content overview and see what’s changed.
So, this was the template. Here we have it. You can now see it’s exported. And now let’s just go to another website and import it there. So let’s go to this one, open Global Content → Dynamic templates, and here it is. I can see it’s available but not yet imported. I’m going to import it now.
Here I’m now asked: okay, this image is already available on this stage. Do I want to replace it, skip it, or keep both? In this case, I’m going to replace it. And now we can also take a look at how it looks like if I try to edit a post that was created on a different site. So here I can see this is my template – it’s the same template as this one. Let’s go back.
Here it’s the same template, so the same structure, but it automatically changed to the grid and style settings of this website. So it looks a little bit different, but the structure is the same. I can also see that I can see all the elements and contents, but I cannot do anything. I cannot click anything. And this is because this is not the source post – it’s just the synchronization. So I can see: okay, this comes from the tutorial site. I can either now make it a static post, so I can edit it and there’s no connection to the source post anymore. I can go to the original post, and here as well, I can see some information on that. So now let’s use this template on both sites and create a page with this template and see what happens.
We don’t need anything beautiful – just test a template. Here it is – publish. And let’s do the same here. Create a page – test page, and that’s the template. Here it is – publish.
So now let’s take a look at the sites. Okay, here we have the tile and here we have the tile. It automatically adapted to each site’s grid and design settings, but it is the same tile. And now let’s see what happens if I make changes to this template. So let’s go to the original template and change something.
I can now see: ah, this is distributed to another site. I can also see here to which one. And now let’s just make a simple change. I change this headline to “Headline Two”. And of course, this change will obviously work here – yeah, we can obviously see it’s changed on the source page – but we can also see that it has changed on the connected page as well, without me touching that page at all. Now let’s take some more detailed look at those examples of the fitness site, which looks a little bit more like an actual website. Let’s take a look at the different forms of conditional Global Content here. So this is the source page, this is the synchronized version. So let’s see how this looks like in the backend. We don’t need these tabs anymore.
Okay, so here we can see the entire site – the entire page is a globally synchronized post. So I cannot make any changes here on a local level. However, we did see that some elements do differ on this site compared to this one. So how is this possible? Let’s take a look at the original post.
This has been made possible, for example, with dynamic tags. So here, for example, we can see there are some static elements – “Welcome to” is the same here and it’s also here – but the name here is dynamic, because here we dynamically inserted the site title. Same here – the website subtitle is automatically inserted here. So we automatically have different content on those websites without doing anything, because it’s dynamic information that just differs on both sites.
And here we have some synchronized content. And then let’s take a look at this section here that we discussed earlier with the global posts and the additional local posts. So in this case here – let’s take a look – here again, this part is static, and here we have a query loop. So the query loop as well is synchronized and automatically displays – let’s see – the posts of the post type “Program”. The entire post type has been made global, including all its posts. So all posts that I create here on my global source page, like this one, will automatically also be available on this one.
However, on a local level, I’m still able to add local posts as well. So let’s just check out this post type. Here we have the “Program” post type, and we can see we have some posts that are global, but we also have some that are local. And if we move further down – here again, this is some query loop – let’s take a look at it here. So here again, this is a query loop automatically displaying posts from – I can only see it in the template – let’s see it here. So this is a query automatically displaying the posts of the post type “Trainer”. However, this post type has been made global without including the individual posts. So the post type itself – the entire structure, the fields, and all that – is synchronized to both pages, but the posts themselves, they differ. So on this page, I have Sarah Johnson and Marcus and Daniel, and on the other page, I have different trainers, because the posts are created locally on this page.
Same here – here it’s even more interesting. We have a globally synchronized template with dynamically inserted contact details. Again, if we take a look at it in the backend – here too we have those Dynamic Tags that we’ve seen before. They refer to a post type as well, but here we didn’t even need a query loop, because we have used our Global Dynamic Tag feature.
Let me just quickly show that to you. So this is the “Trainer” post type – let’s look at it here – this is the “Trainer” post type. We can see it has been exported, so it is a global post. Excuse me, not the “Trainer” one – the “Franchise Data”. So “Franchise Data” – the opening hours, contact details, and all that – the post type itself has been made global, again without including a post. And we have this global dynamic tag feature, which basically is only one setting here and makes the data from the latest post available globally on the entire website without the need to use a query loop. And basically, in this “Franchise Data” post type, we only have one post with just those fields – where the opening hours and the address are. So the post type is available on both websites, but the information can be changed locally.
And here too you can see a very big benefit of Global Content and all this dynamic architecture. Filling in these contents is super easy – it’s just some fields to fill out, images to upload – so you can’t really do anything wrong. You don’t need to be a WordPress expert or designer to do that. And the information automatically gets displayed in the way it is supposed to be on the website.
And you can even combine that with conditional content, for example, and create a situation where, for example, in this post type, you include some radio buttons to select from option A, B, or C – and then on a page level, you have a conditional section that, in relation to this post meta data, displays different content. So the content editor in the backend only has to click “Do I want to have A, B, or C?” – and in the frontend, automatically different content is displayed.
And this content can also again be managed globally.
And you can go even further and restrict the backend access in a way that each user can only see those parts they can actually edit in the backend. So you can create a super intuitive and restricted environment for your customers, for example.
So this was the overview of Global Content. As you see, it’s a very powerful feature with lots and lots of opportunities. And as always with powerful features and lots of opportunities, this also comes with a little bit of risk – because if you change something here, you might also change it on 50 connected websites. And maybe you don’t know what you’re doing.
Creating website clusters
The bigger a website system gets, the more important it is to automate the synchronization processes and to implement reviews to make sure that assets that are to be synchronized to possibly hundreds of websites are 100% tested and approved. Global Content Clusters (available in the Scale plan) enable you to do exactly that.
Hi, this is Sandra, and in this video I’m going to walk you through our Global Content Cluster and Review features. We have a general tutorial video on Global Content in our Helpcenter. In this video, we are going to focus on how you can use Global Content in an even more secure, structured, and automated way. This is especially important if you’re not just synchronizing content across maybe 10 websites, but maybe hundreds or even thousands of websites.
You’ll find Global Content Clusters on a network level as an individual menu item here in the Global Content menu. With clusters, you can automate Global Content actions. For example, you can automatically synchronize all posts of a certain post type from website A to website B without having to do that manually all the time. And you can do that with or without a review process in between. Because, as you know, Global Content is a very powerful feature, and, as it is with all powerful features, there’s a certain risk of errors. These errors could maybe have a result on thousands of websites. So, there are certain cases where we have to be very careful with what we do, and therefore we have some special review features.
So, let’s just start with clusters in general. This is the cluster overview, where you can see all the clusters that you have in your Global Content network. You can see which contents from which websites are automatically synchronized to which other websites and whether it’s with or without reviews. You can edit those clusters, and you can also delete clusters. If you do so, you are going to be asked what you want to do with the posts that are in this cluster. Do you want to retain the connections, so should these posts still be synchronized? Do you want to make these posts static so they are no longer synchronized? Or do you maybe even want to delete the connected posts? We don’t want to delete anything now; we want to create a new cluster.
At first, we have to give it a name. Let’s just say “Test Cluster,” and now let’s maybe create an automation that automatically synchronizes all posts from my Betting Helpcenter to my Helpcenter website. To do that, at first, I have to select the destination website, which in this case would be my Helpcenter website. I can add any number of sites here; let’s just do one. We’ll take a look at reviews later. For now, we want to define which content we want to automatically synchronize to this Helpcenter website. At first, we need to start with where the content comes from. And the content in my example comes from the Betting Helpcenter. Then we have to define which content we want to synchronize. So, in my case, we are just going to go with posts. Then we can define if all posts that meet the criteria that we define below should automatically be made global, so they can automatically be synchronized. Or if you don’t check this box, only those posts that have been made global manually will be included in the cluster. Let’s just make all.
Then we can filter the posts if we want to and only say, “Okay, we only want certain categories, for example, to be synchronized and the other posts we don’t need,” or we could also say, “We only want the two latest posts to be synchronized,” or only posts from a certain date. You can also filter by date; you can say a single date, range or also say, “Okay, all posts from today on for the next, I don’t know, two weeks,” for example. Let’s not do this for now and make it simple. Down here, there are some more detailed settings as to how you want to synchronize those posts. It’s similar to settings that you know from Global Content in general. Do you want to include nested content? So if these posts, for example, contain images or forms, do you want to synchronize them as well? In most cases, you want to do that. If you’re synchronizing post types, do you want to include the posts, or only synchronize the post type structure? Do you want to include the terms of the post type? How do you want to handle navigation links? Do you want to resolve those, or do you want to keep those? And if there are translations, do you want to synchronize them as well? Yes or no? You can add several conditions here; of course they should not be conflicting ones, but you can add as many as you like. And then you can save the cluster, and content will automatically be synchronized.
We will now see here in the queue that you can have an overview of all Global Content actions that are running on your website, and we can now see that this is just what we just started now a couple of seconds ago. Now, let’s just go to the Helpcenter site and see whether the posts are already there. Now, let’s check the Helpcenter, go to the posts, and yes, here are all the automatically synchronized posts from my Betting website. We can just check one of them. Yes, here you can see that those posts are automatically synchronized from the Betting website without us having done anything manually, so the cluster managed everything for us automatically.
Okay, and now let’s add reviews to that, because now I don’t want all posts to automatically be synchronized to my Helpcenter website, but I want to check them first to make sure that everything is alright, according to our legal guidelines and whatsoever. So, let’s go back to our cluster and edit it. This is the cluster we built earlier, and now we enable reviews and define who should act as the reviewer. In this case, I’m going to do it myself. You could also add several reviewers here. Now, just saving the cluster. Okay, and if we now create a new post on the Betting Helpcenter, it should not automatically be displayed or synchronized to the Helpcenter here, but a review process should be started before that.
So, let’s check this out and just create a post. So, let’s go to the Betting website—this is this one—and create a test post. This is my test post. I don’t remember which categories were synchronized, so let’s just check all of them and publish the post. Before activating the reviews, this post would now automatically also be synchronized to the Helpcenter. So, let’s check here. As we can see, nothing changed here, because the review process is in between. What you can’t see is my email inbox. I have just received an email as a reviewer informing me that a post is waiting for me to be reviewed. And we can also see this here in the cluster because there’s also an overview of post reviews here. Here we can now see, this is the post we just created here on the Betting Helpcenter. And I can see who created the post and when, and we just have the open reviews. We can also see the approved ones and the rejected ones, and as soon as the reviewer has done something, you can also see who the reviewer is. In this overview, I can now edit the post. So, I can approve them, I can delete them, or if I already have approved one, I can also reverse this here in the overview very easily.
So, let’s just assume I just want to take a look at the post. See, this is a global post with a review pending, and I can now say, “Okay, approve changes,” or I would say, “Can you please change the text, for example?” And you can see I can leave this message for the editor directly here in the WordPress interface and say, “Okay, send it to the editor.” Now, the editor will be informed, again via email and also in the post, you can see, “Okay, this is a global source post in a review, it’s not approved yet.” This is the change request, and you can also see that on the cluster now. So, let’s go back to the cluster, and we can see the state at the moment is “denied” because I’ve made some change requests.
So, the issue now is that I’m both the editor and reviewer, so I can’t really see the changes from the editor side because I’m also the reviewer. But let’s go back here and say, “Let’s assume, okay, the text is now changed,” publish that. Then, I should get again an email to review that. Let’s see, okay, let’s go there. Okay, now I have the new version, and again, I have to review it. I can again request a modification, I can revert the changes as well, or I could approve them, which is what I’m going to do now. I’m now going to approve it. While approving, I will again be informed about the consequences. The consequence is that as soon as I approve this post, it will automatically be synced to this website. So, this is what I’m now going to do. Publish changes, and if we now go back to the Helpcenter site and click here. Now the test post is here, and it’s the version with the change we did here. And again, if we go back to the cluster or the review overview, we can now see… Let’s just update that. Okay, it’s now not any longer in the open ones, but in the approved ones. I can now see here, it’s approved. This is the editor, this is the reviewer, this is the root stage, and I could also say, “Okay, maybe I was too quick to approve that,” let’s revert that, and now it’s back to open, and the state is again in review, and I can also see it here. So, I can always see and understand what’s happening. I have all these actions here in my queue, so I see, “Okay, there’s a post that is scheduled to be synchronized, but it’s not yet synchronized because it’s still in the review process,” for example. And here, in the settings, you can also define what you want to happen to completed reviews. So, the ones that are reverted or approved, how long do you want to have them in the post review, an how often do you want it to be cleaned up and delete the old ones?
Okay, now I’d like to take one more look at the clusters and show you two more things. Let’s just use our test cluster. Just a general note: when you want to synchronize WordPress templates or template parts, so site editor elements, you can also synchronize them, but here you have to be a little bit careful because each block site in WordPress, usually already has these assets. They have a header template part, a footer template part. So, what happens when you synchronize them? Then the destination site, the template parts, they will be overwritten. Sometimes there can be issues with that, so if you want to be 100% sure and also make sure nothing gets overwritten that you don’t want to, then please check the destination first and delete the template parts there, for example, so it’s a lot easier.
And then I’d like to show you another example of what you can do with a cluster. I’m going to create a new one for that. Let’s say this is a “Job Cluster.” What I want to show you is, I have two websites. Now, on both websites, I have the post type “Job,” and I want them to be synchronized in a way that it doesn’t matter if a new job post is added on this website or on the other one. I want them to be available, to be displayed on both websites. So, how do we do that? In that case, I would select both websites as the destination here. So, I don’t know, maybe the Fitness Franchise and the Fitness Franchise 2. Reviews, we don’t need that now. In this case, I now need to define two conditions: one to synchronize the content from the Fitness Franchise 1 to Fitness Franchise 2, and one the other way round. So, just here, we would say the source post is, for once, Fitness Franchise 2, and we want to synchronize jobs. We could narrow that down. We don’t need that now. And we add a second condition, and here we say Fitness Franchise 1 is the source, again, job post type, etc.
So, you see, there’s a lot you can do, and those cluster and review features enable you to really streamline the entire Global Content automation process.
For more videos and information, please visit our Helpcenter.
Use case examples
Dig into real-world use cases of our clients that have been built with Greyd.Suite:
