Onboarding Setup Wizard

After successfully installing and activating WP Social Ninja, you will see some easy steps to set up the wizard. This guided process is designed to help you configure the foundational settings for your first social platform.

You are always in control. If you prefer to explore the full dashboard first, click the Skip All onboarding link at any time.

Let's walk through the setup, step by step.

Step 1: Select Your Category

The first step asks you to choose which Category of features you want to start with. As the image shows, your options are:

• Social Feeds: To display posts from your social accounts.
• Business Reviews: To display business reviews.
• Social Chat: To add a chat widget to your website.
• Notification Popup: To display notification popups on your website.

Select one and click the "Continue" button to proceed to the next step.

NOTE

In this example, the Social Feed category is selected. The next steps will be based on this category. If you choose Business Reviews instead, the following steps will change according to that category.

Step 2: Select Your Platform

Here, you will select the specific social platform you want to connect.

The list of platforms shown (like Instagram, YouTube, TikTok, Twitter, Google My Business, Yelp, or Facebook Feed) will depend on the category you just selected.

Click on your desired platform and press the Continue button for the next step.

Step 3: Select the Post Type

Define the specific type of content you want to display from your chosen platform. For example, if you selected Instagram, your options will include:

• Timeline Feed: Embed photos and videos from any Instagram account directly.
• Hashtag Feed: Showcase public Instagram posts if they use specific hashtags in their caption.
• Shoppable Feed: Connect the shoppable feed to convert visitors from the Instagram feed to websites.

Make your selections and click the Continue button.

Step 4: Choose a Template

This step allows you to define the visual style of your feed or reviews before entering the main editor. Every template available for your chosen platform is listed here. You will configure two main settings:

• Layout Type: This is the structure (e.g., Grid, Slider, Carousel, or Masonry).
• Template: This is the design skin. Review templates carry names like Vega, Sirius and Polaris, while feed templates are named after the layout they draw Classic Grid, Caption Card, Overlay Card, and so on.

Every template available for your chosen platform is listed here, so you can pick your final design in the wizard rather than switching it later in the editor.

Step 5: Configure Your Template

In this final step, you will connect your account and apply basic filters.

• Configuration: Click the Connect... button (for example, Connect with Instagram) to authorize your account. A pop-up will guide you through the login and permission process.
• Filters: Once connected, you can apply initial rules using the Filters dropdown. For example, if setting up reviews, you can use Filter by Rating to ensure only 5-star reviews are displayed.

Click Save to complete the wizard. You will then be redirected to the full template editor, where you can further customize your settings or copy the generated Shortcode to embed the template on your site.

Quick Builder

If you skipped the initial onboarding wizard, you can easily access a streamlined setup process at any time using the Quick Builder. This tool is perfect for rapidly creating a new template without navigating the advanced editor.

To access the Quick Builder:

1. Navigate to the WP Social Ninja dashboard from your WordPress left sidebar.

2. Click the Quick Builder menu option.

3. This launches a simplified 3-step pop-up wizard, allowing you to quickly select a category, platform, and template to instantly generate and save a new feed or review display.