What are the best practices for maintaining a Knowledge Base?

Knowledge Base best practicesKnowledge Base best practices include writing one clear answer per article, using customer language, assigning accurate categories, setting review dates and checking feedback regularly. Keep high-traffic articles current and create new content when customers repeatedly search for unanswered topics.

Can I import and export Knowledge Base articles?

Knowledge Base article import and exportKnowledge Base article import and export tools are available in Knowledge Base > Tools. Export first before bulk changes. When importing, keep existing Documentation IDs unchanged so matching articles are updated safely, and publish imported content only after review.

How do I use Knowledge Base insights to improve content?

Use Knowledge Base insightsTo use Knowledge Base insights, open Knowledge Base > Insights and review popular articles, no-result searches and helpfulness feedback. Use the findings to update unclear guides, add missing content and create synonym groups that match customer language.

Why is my Knowledge Base API request failing?

Fix Knowledge Base API errorsTo fix Knowledge Base API errors, check the HTTP status code first. Verify HTTPS, Application Password authentication, API permissions, valid JSON and numeric category IDs. For an update, fetch the article by Documentation ID and send its current version as expected_version.

How do I connect an integration to the Knowledge Base API?

Connect to the Knowledge Base APITo connect to the Knowledge Base API, assign API permissions to a dedicated WordPress user in Knowledge Base > Settings > API integrations, then use the Application Password for that user over HTTPS. Give only the permissions required, such as read access and draft writing.

Is Regal Knowledge Base compatible with my WordPress theme?

Regal Knowledge Base theme compatibilityRegal Knowledge Base theme compatibility is designed around native WordPress content and scoped plugin styling, so it works with standard modern WordPress themes. Use the Theme settings and public preview to check colours, typography, spacing and responsive behaviour with your specific theme.

Why are my Knowledge Base pages not showing?

Knowledge Base pages not showingIf Knowledge Base pages not showing is the issue, confirm that Regal Knowledge Base is active, the article is published, its category is assigned and its access setting allows the current visitor. Then save Settings > Permalinks and clear site, CDN and browser caches.

How do I add downloadable files to an article?

Add Knowledge Base downloadsTo add Knowledge Base downloads, upload the file to the WordPress Media Library, open the relevant article and enter its attachment ID in the Attachments and downloads panel. Update the article and test the tracked download link on the public page.

Can I restrict an article to logged-in users or selected roles?

Restrict Knowledge Base article accessYou can restrict Knowledge Base article access from the Article access panel while editing an article. Choose Public, Logged-in users or Selected roles, then test the article while signed out and with a non-administrator user who has the intended role.

Why does Knowledge Base search return no results?

Knowledge Base search no resultsFor Knowledge Base search no results, confirm that a relevant article is published and uses the words visitors are searching for. Update the article title or introduction, add a suitable synonym group, or create a new article if the topic is not covered.

How do I improve Knowledge Base search results?

Improve Knowledge Base searchTo improve Knowledge Base search, use clear article titles, include customer language in opening paragraphs and headings, and review no-result searches in Knowledge Base > Insights. Add focused synonym groups for equivalent terms, such as login, sign in and log in.

Why is my FAQ not appearing on the website?

Knowledge Base FAQ not showingIf a Knowledge Base FAQ not showing problem occurs, confirm that the FAQ is published, that the page contains the FAQ block or shortcode, and that the shortcode limit or group filter includes the FAQ. Clear any page or browser cache after publishing.

How do I add FAQs to Regal Knowledge Base?

Add Knowledge Base FAQsTo add Knowledge Base FAQs, open Knowledge Base > FAQs, select Add FAQ, use the customer question as the title, write a concise answer and assign a category. Publish the FAQ, then display it with the FAQ block or the [rit_kb_faqs] shortcode.

What is a Documentation ID and when should I use one?

Knowledge Base Documentation IDA Knowledge Base Documentation ID is a permanent unique identifier for an article, usually written as product/topic/article. Use it when an external integration or product project needs to create or update the article safely. Do not use a title, slug or URL as the integration identity.

How do I create and publish a Knowledge Base article?

Publish Knowledge Base articlesTo publish Knowledge Base articles, open Knowledge Base > Articles, select Add article, write a clear title and answer, assign a category, add an excerpt, then review the draft. Publish only after checking the public page, links and access setting.

Can I change Knowledge Base colours without changing my WordPress theme?

Knowledge Base theme settingsKnowledge Base theme settings let you adjust colours and typography for the homepage, category pages and article pages. These changes apply only to Regal Knowledge Base and do not modify the active WordPress theme.

How do I configure the Knowledge Base layout?

Configure Knowledge Base layoutTo configure Knowledge Base layout, open Knowledge Base > Settings and use the Presentation tab. Choose the landing-page layout, set articles per section, select the category article display style and choose how many FAQ cards appear in each row.

How do I create categories in Regal Knowledge Base?

Create Knowledge Base categoriesTo create Knowledge Base categories, open Knowledge Base > Categories in WordPress admin, enter a clear name and slug, choose a parent if needed, then save. Use task-focused names such as Getting Started, Configuration and Troubleshooting rather than internal department names.

What do I need before setting up Regal Knowledge Base?

Regal Knowledge Base setupFor Regal Knowledge Base setup, activate the plugin, use a WordPress account with permission to manage Knowledge Base content, and prepare the main customer questions you want to answer. Start with a small category structure and add accurate articles before expanding the help centre.

Which WooCommerce emails can include made-to-order messages?

You can enable messaging for new order, processing, on-hold, completed and invoice emails.

Can I add made-to-order information to WooCommerce emails?

Yes. Enable item and order email messages, then choose the WooCommerce emails that should include them.

Can I show messages in the basket and checkout?

Yes. Enable Cart and Checkout in Backorder Override or in the relevant Product Rule group.

Can I customise the made-to-order message for each product range?

Yes. Create separate Product Rule groups and configure each group with its own customer-facing messages.

How can I test my Made to Order configuration?

Test a matching product page, basket, checkout and a suitable order email, preferably in a private browser window.

What is the best wording for a made-to-order message?

Use short, clear wording that says the item is made to order and gives a realistic production estimate.

Does Regal Made to Order work with HPOS?

Yes. Regal Made to Order declares compatibility with WooCommerce High-Performance Order Storage.

Does Regal Made to Order work with WooCommerce backorders?

Yes. Backorder Override changes the customer-facing wording when WooCommerce identifies an item as on backorder.

How do I choose sale categories to sync into?

How do I choose sale categories to sync into?Open the relevant Sale Category Sync group and use Sync Into These Categories to select one or more WooCommerce product categories. Use dedicated categories such as Sale or Offers so automated merchandising stays easy to review.

Does Sale Category Sync remove other product categories?

Does Sale Category Sync remove other product categories?No. Sale Category Sync removes only categories configured as managed destination categories for the relevant group. Categories assigned manually, by imports, or by other plugins remain assigned to the product.

How do I set up Sale Category Sync?

How do I set up Sale Category Sync?To set up Sale Category Sync, go to WooCommerce > Sale Category Sync, open Group 1, select the product categories that should receive eligible sale products, choose a sync frequency, and save your settings. Use Run Sync Now to reconcile existing products immediately.

What does On product save only mean?

What does On product save only mean?What does On product save only mean is that the group has no recurring background schedule. The plugin still checks relevant products when they are saved or updated, and you can still use Run Sync Now to perform a full catalogue reconciliation.

What sync frequency should I choose?

What sync frequency should I choose?What sync frequency should I choose depends on how quickly your sale listings need to change. Use Every 15 Minutes for frequent promotions, Hourly or Twice Daily for most stores, and Daily for slower-moving catalogues. Product-save checks and Run Sync Now remain available in manual mode.

Can I exclude products by category or tag?

Can I exclude products by category or tag?Yes. Can I exclude products by category or tag is supported through each group’s Exclude Products By Category and Exclude Products By Tag controls. A product matching any selected exclusion is skipped for that group, even when it is on sale.

How do I exclude a product from Sale Category Sync?

How do I exclude a product from Sale Category Sync?To exclude a product from Sale Category Sync, open the group settings and select it under Exclude Specific Products. Save the group, then run a manual sync if you need any existing managed sale category removed immediately.

What happens when I delete a Sale Category Sync group?

What happens when I delete a Sale Category Sync group?When you delete a Sale Category Sync group, the saved configuration for that group is removed. It does not remove product categories from your catalogue. Review the group’s rules before deletion because the action cannot be undone.

Can I use more than one Sale Category Sync group?

Can I use more than one Sale Category Sync group?Yes. Can I use more than one Sale Category Sync group lets you create separate destination categories, exclusions and schedules for different campaigns. Group 1 remains available with Free access, while additional groups depend on the current trial or licence access.

Does Sale Category Sync work with variable products?

Does Sale Category Sync work with variable products?Yes. Does Sale Category Sync work with variable products and responds to relevant parent-product and variation save or update events. Check the variations’ sale pricing and dates, then review the parent product’s category assignments or run a manual sync.

Does Sale Category Sync work with scheduled sale dates?

Does Sale Category Sync work with scheduled sale dates?Yes. Does Sale Category Sync work with scheduled sale dates by relying on WooCommerce’s current sale state. A product becomes eligible when its scheduled sale starts and becomes ineligible when the sale ends, subject to the configured sync timing and exclusions.

Why are sale products not being added to my category?

Why are sale products not being added to my category?If sale products are not being added to my category, check that the product is published, currently on sale, and not excluded by product, category or tag rules. Also confirm the destination category is selected in the correct group, then run Run Sync Now and review the activity log.

How do I run a manual Sale Category Sync?

How do I run a manual Sale Category Sync?To run a manual Sale Category Sync, open WooCommerce > Sale Category Sync, go to the Dashboard, and select Run Sync Now. The plugin checks the catalogue against the current group settings and records meaningful category changes in the activity log.

Is it safe to run Sale Category Sync more than once?

Is it safe to run Sale Category Sync more than once?Yes. Is it safe to run Sale Category Sync more than once because the plugin compares intended managed category assignments with the current assignments. When a product is already correct, no additional category change is needed.

What should I check after importing products?

What should I check after importing products?After importing products, check that sale prices, sale dates, categories and tags imported correctly. Then run Run Sync Now to apply current Sale Category Sync rules across the imported products and review the activity log for changes.

Do I need WooCommerce active for Sale Category Sync?

Do I need WooCommerce active for Sale Category Sync?Yes. Do I need WooCommerce active for Sale Category Sync because the plugin uses WooCommerce product and sale data to decide eligibility. If WooCommerce is inactive, Sale Category Sync pauses sync actions and displays an admin notice.

Why is Sale Category Sync not running automatically?

Why is Sale Category Sync not running automatically?If Sale Category Sync is not running automatically, check the group’s Sync Frequency and confirm it is not set to On product save only. Scheduled tasks rely on WordPress cron, so low-traffic sites may require a server-side cron arrangement.

Where can I see Sale Category Sync changes?

Where can I see Sale Category Sync changes?You can see Sale Category Sync changes in the Dashboard Activity section. It records meaningful category additions and removals, helping you identify whether a change came from a manual run, a scheduled run, a product save or a product update.

What happens when my Sale Category Sync licence expires?

What happens when my Sale Category Sync licence expires?When a Sale Category Sync licence expires, newer updates may still be shown but licensed downloads are blocked until renewal. Review the System tab for the current status and server message. Group 1 remains available with Free access.

How does the Sale Category Sync licence work?

How does the Sale Category Sync licence work?The Sale Category Sync licence controls access to licensed features and plugin updates. New installations begin with an active 7-day trial. Check the System tab to review licence status, registered domain, expiry details and update access.

Can I show a made-to-order message while a product is in stock?

Yes. Create a Product Rule group that matches products, categories or tags. Product Rules apply even when stock is available.

What does Regal Made to Order do?

It replaces standard WooCommerce backorder wording with made-to-order messaging on selected customer touchpoints.

How do I set up Regal Made to Order?

Activate the plugin, open Made to Order in WordPress admin, configure Backorder Override messages and save your settings.

Do Product Rules override Backorder Override settings?

Yes. A matching enabled Product Rule group takes precedence over the general Backorder Override settings.

Manage leads and activity in Regal Forms

Updated September 22, 2026

Manage leads in Regal Forms when an enquiry needs follow-up beyond its original submission. Only forms with lead management enabled create lead records; other submissions remain in Entries.

How to manage leads#

Open Regal Forms > Leads. Search by submitted value or lead ID and filter by status.
Choose Manage to review the submitted fields and contact details.
Set status, priority, administrator owner and follow-up date, then select Save lead.
Add an internal note after a call or decision. Notes and changes show their author and timestamp in the activity timeline.
Optionally attach a PDF, image, text or Word file up to 10 MB.

Review lead statistics#

Expand the Lead overview card at the top of Leads to see active pipeline totals, archived totals and the last 14 days of new lead submissions. Collapse it when you need more room for the list.

Use filters and bulk actions#

Your search, status and active or archive view are remembered for your WordPress user account. They do not change the view of other administrators. Select leads on the current page to archive, restore or delete them in a batch. You can export the full filtered active or archived set as CSV.

Delete a note or a lead#

Select the small trash icon beside an internal note to remove that note after confirmation. If the note has an attachment, the attachment is removed too. Automatic activity entries are retained as a record of lead changes. Deleting a whole lead requires confirmation and permanently removes its submission, activity and attachments. Export anything you need before deleting.

Attachment access and retention#

Lead files are standard WordPress Media Library attachments, whose URLs may be accessible to anyone with the link on a standard installation. Do not upload confidential files without separate media protection. See the WordPress Media Library guide. Archiving is not deletion: archived records remain subject to your entry retention settings and WordPress personal-data tools.

Manage leads and activity in Regal Forms

How to manage leads#

Review lead statistics#

Use filters and bulk actions#

Delete a note or a lead#

Attachment access and retention#

Related articles

Regal IT plugin support request: how to contact support

How to use conditional logic in Regal Forms

Archive and restore Regal Forms leads

Capture visitor details with Regal Forms