Sprigly
| 开发者 | sprigly |
|---|---|
| 更新时间 | 2026年5月27日 13:30 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.0 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
- You create a Journey, a structured programme with named milestones (e.g. "Week 1 - Setting Your Foundation")
- You assign clients to that journey
- Clients log in at
/portal/on your WordPress site and see their journey, milestone by milestone - Clients complete milestones and write rich-text reflections
- You get notified when clients complete milestones (via the welcome email or the Pro upgrade for richer events)
- Everyone can see exactly how far along the journey they are
- Unlimited journeys, clients, milestones
- Branded client portal at
/portal/ - Custom portal name, navigation logo, and brand colour
- Portal welcome message at the top of every client's dashboard
- Journey Preview, see exactly how your clients will see a journey before you assign it (signed 1-hour link)
- Welcome email when a new client account is created (always on)
- Rich-text editor for milestone descriptions
- Video URL embeds on milestone descriptions (YouTube, Vimeo)
- Plain-text and clickable-URL reflections (Pro adds the rich-media embed)
- Image lightbox in the portal
- Standard milestone type with immediate unlock
- Reflection privacy: file proxy +
.htaccesshardening + media library filter - Self-hosted Poppins typography (no Google Fonts call-out)
- Built-in SMTP plugin detection, test-email tool, bug-report form
- Designated Sprigly Owner so multiple admins on one site can't accidentally manage each other's data
- Mobile-responsive admin and portal
- Life coaches running structured programmes
- Personal trainers with weekly check-ins
- Mentors guiding clients through structured growth
- Tutors and music teachers running multi-week courses
- Nutritionists tracking client progress
- Instructors, business coaches, and anyone running multi-step client work
- Authoring and workflow: checkpoint sign-offs, scheduled milestone unlocks, per-milestone custom check-in fields (7 input types) with required-field validation, Require Reflection toggle, sequential-only journeys, duplicate journey/milestone, bulk-add milestones
- Client experience: Resources library (PDFs, links, videos attached to journeys or specific milestones), practitioner notes per client and per milestone, video URL embeds in reflection bodies, file uploads on reflections (image, PDF, doc), re-enrol, pause, resend welcome
- Reports and data: branded PDF Progress Reports, JSON export and import, Pro insights dashboard widget (pending sign-offs, average completion, reflections this week vs last)
- Communications: 7 additional email events with per-event toggles (milestone completed, journey assigned, journey completed, reflection submitted, sign-off requested, practitioner note, checkpoint signed off), and a branded login page that matches your portal
- Multi-practitioner Team plan: up to 5 practitioner seats with strict per-practitioner data isolation, branded invite emails, ownership transfer with a signed time-limited confirmation link
- Branding: hide the "Powered by Sprigly" footer
安装:
- Upload the plugin zip via Plugins → Add New → Upload Plugin, or install directly from the WordPress Plugin Directory
- Click Activate
- Go to Sprigly → Settings → Branding and set your portal name, logo, and brand colour
- Go to Sprigly → Settings → Tools and send a test email to confirm delivery
- Create your first journey at Sprigly → Journeys → Add New
- Add a client at Sprigly → Clients → Add / Edit Client and assign them to a journey
- The client receives a welcome email with their portal login link
/portal/ URL to work correctly.
Recommended: Install and configure an SMTP plugin (WP Mail SMTP, Post SMTP, FluentSMTP, or Easy WP SMTP) to ensure reliable email delivery. By default, WordPress sends mail through your hosting server, which can be filtered or junked by Gmail/Outlook/Yahoo. Sprigly detects an active SMTP plugin and shows its status in Sprigly → Settings → Tools.屏幕截图:
常见问题:
Does Sprigly work with any WordPress theme?
Yes. The client portal at /portal/ is fully self-contained and does not inherit your theme's styles. It works correctly with any theme — including page builders like Divi, Elementor, and Beaver Builder.
Do clients need a WordPress account?
Yes, each client has a WordPress user account with the sprigly_client role. This role gives them access only to the client portal — they cannot access wp-admin. Sprigly creates the account automatically when you add a client.
Where is the client portal?
At /portal/ on your WordPress site (e.g. yourdomain.com/portal/). You can find the full URL in Sprigly → Settings → Portal. Share this link with your clients.
What happens to my data if I deactivate the plugin?
Nothing, by default. The "Protect data on uninstall" setting is ON by default, which means all your journeys, clients, milestones, and reflections are kept in the database even if the plugin is deactivated or deleted. You can change this behaviour in Sprigly → Settings → Tools.
Does Sprigly work with my SMTP plugin?
Yes. Sprigly detects WP Mail SMTP, Post SMTP, FluentSMTP, and Easy WP SMTP automatically and routes all email through whichever is active. We strongly recommend installing an SMTP plugin for reliable delivery.
Can I use my own branding?
Yes. You can set a custom portal name, upload separate logos for the login page and the portal nav bar, set logo heights, and pick a primary brand colour (used for buttons, progress bars, and accents in the portal and emails).
Can I change how I'm referred to in client emails?
Yes. When creating or editing a journey, set the "Client-facing role" field to whatever suits your profession, coach, trainer, mentor, teacher, tutor, instructor, guide, etc. This replaces the default "practitioner" in all client-facing emails for that journey. A suggestion is auto-filled based on the Industry/Category you select, but you can change it to anything you like.
What does the paid Sprigly Pro plugin add?
Sprigly Pro (sold separately at sprigly.co) layers on the practitioner toolkit: checkpoint sign-offs, scheduled milestone unlocks, custom check-in fields, a Resources library, practitioner notes, file uploads on reflections, branded PDF progress reports, JSON export and import, multi-practitioner Team support, and a branded login page. See https://sprigly.co/pricing/ for the full feature list.
Does Sprigly contact any external services?
Sprigly keeps your client data on your own WordPress installation, sends emails through your own site's wp_mail(), and ships its display font (Poppins) inside the plugin so the portal does not contact Google Fonts.
There are two narrow situations where the plugin does reach out to a third party, both opt-in by behaviour:
- When a practitioner pastes a YouTube or Vimeo URL into a milestone's Video URL field, Sprigly uses WordPress's standard
wp_oembed_get()to fetch the embed metadata from YouTube or Vimeo so the video can render. The response is cached for 24 hours. - When you click the optional "Send Bug Report" button under Settings, Tools, Sprigly emails Sprigly support with the description you typed plus a System Information block.
Is Sprigly GDPR-compliant?
Sprigly is built to support GDPR compliance. Client data is stored only on your own WordPress installation. You remain the data controller for all client data on your site.
How do I back up my Sprigly data?
Sprigly ships a built-in Safety & Backups page (Sprigly, Safety & Backups, admin-only). It takes snapshots of all nine Sprigly DB tables (journeys, milestones, clients, progress, reflections, notes, resources, custom fields, field responses) directly inside your own database. Nothing is sent off-site. By default the plugin takes a snapshot every night and after every Sprigly plugin update, plus you can take a manual snapshot any time. Restores are reversible (a pre-restore safety snapshot is taken automatically). Both automatic behaviours can be disabled in the Settings tab. This is a safety net for routine "before I touch this" moments, your hosting provider's full-site backups remain the authoritative recovery path for catastrophic loss.
What are the hosting requirements?
- PHP 7.4 or higher (PHP 8.0+ recommended)
- WordPress 6.0 or higher
- MySQL 5.7+ or MariaDB 10.4+
- HTTPS (SSL certificate) — required for the client portal login
更新日志:
- New: Journey Preview is now a full multi-page tour rendered inside the practitioner's chosen theme. Dashboard, Current Journey, Milestone detail (with real description, video, resources, check-in fields), and Reflections all browseable from the preview header. Interactive controls (reflection editor, Mark Complete, Pro check-in fields, checkpoint Request Sign-off) render visibly but are non-interactive so the practitioner can't accidentally save against a non-existent enrolment.
- New: Tier-aware default portal theme on first install. Lite-only installs spotlight Studio (highlight theme over Classic); Pro-active installs spotlight Focus (Pro-exclusive theme). Saved theme choices always win, so existing installs see no change.
- Changed: Studio milestone page Mark Complete moved from top-of-page bar to bottom (under reflection + check-in sections), matching Classic and Focus. More natural "do the steps, then commit" flow.
- Changed: Studio dashboard Recent Activity section (Latest Milestones + From Your Practitioner panels) now always renders in Journey Preview with empty-state copy so the preview shows the full dashboard layout. From Your Practitioner stays Pro-gated.
- Changed: Focus sidebar in Journey Preview lists the previewed journey instead of "No journeys yet"; Up Next card surfaces the first milestone of the previewed journey.
- Changed: PREVIEW banner trimmed (padding 14px to 8px) and "Back to Editor" link colour fixed (was near-invisible white-on-cream, now dark brown).
- Fixed: Resources section in portal milestone + journey views correctly gated on Pro license. Lite-only installs no longer render Resources even if stale DB rows exist from a previous Pro install (WP.org trialware compliance).
- Fixed: Pro Resources page on the Focus theme rendered journey + milestone heading links in browser-default blue / visited-purple. Headings now stay in the Focus ink colour with a hover state surfacing interactivity.
- Fixed: Pro check-in rating buttons (1-N scale) rendered as tight 44px squares on the Focus theme because Focus lacked the dedicated
.sp-rating-btnCSS. Added Focus equivalents (full-width stretched buttons, brand-darker selected state, hover lift) so the rating row reads polished across both Pro themes. - Fixed: Focus theme (Pro-exclusive) now falls back to Studio when Pro is deactivated or lapsed. The saved option value is preserved so re-activating Pro brings Focus back without re-picking. The Branding picker mirrors the render so the radio reflects what clients actually see.
- Compat: Tested up to WordPress 7.0.
- For the full Lite changelog, see CHANGELOG.md inside the plugin folder. Older entries are kept in a separate file so the readme.txt Changelog section fits under WordPress.org's 5000-character limit.