Guides → Launch marketing site on SGEN — complete guide

launch marketing site on SGEN — complete guide

How to take your site from a blank SGEN install to a live, monitored marketing site

A fresh SGEN install is four phases from a professional live marketing site. This workflow phases the work into Foundation → Configuration → Content → Launch + Monitoring so you can divide the effort, track progress, and hand off a complete site without anything falling through the gap.

The scenario throughout is your business (yourdomain.com), a small-batch roastery going live on SGEN for the first time. Every UI label and screen name in this doc traces to the pile docs listed in related_docs.

Estimated total effort: 11–12 hours solo; 6–8 hours with two people splitting Foundation + Configuration from Content.

What is this for?

This is the end-to-end launch guide for marketing sites on SGEN. It covers every settings area that affects how your site looks, performs, and behaves for first-time visitors. Reach for it when you are launching a new site from scratch, migrating from another platform, or handing a site off to a client and want a single gate that confirms every launch-critical step is done.

It is not a reference doc for any single feature — each phase links to the relevant pile doc for detailed field-by-field guidance. This doc is the sequence and the gate: which things in which order, and how to know when the work is complete.

Good use cases

Example 1: Solo founder, first SGEN site. an editor launches your business on SGEN with no agency. She runs Foundation on Monday afternoon (~3 hr), Configuration on Tuesday morning (~2 hr), and Content across Wednesday and Thursday (~6 hr), targeting a Friday go-live. This doc is her project checklist — she ticks items as she completes them, screenshots the 30-item gate on Thursday evening, and flips DNS on Friday morning knowing nothing was forgotten.

Example 2: Two-person team handoff. a teammate (developer) handles Foundation and Configuration. an admin (content lead) handles Content. They use this doc as a shared brief — each phase has a defined end state, so the handoff is a single message: "Foundation done, ready for Config." The 30-item gate is the final review both walk together before the client presses go-live.

Example 3: Migration from a previous platform. a developer is migrating your business from a previous CMS. He runs the import first via Manage site backups, then picks up this workflow at Phase 1 — Foundation — to configure the SGEN-specific identity and appearance layer on top of the imported content.

What NOT to use this for

The ecommerce launch adds product catalogue, payment gateway, shipping zones, and order management — those require the separate ecommerce launch workflow.

Tracking consent must be live before real visitors land. A consent banner added after launch means you ran tracking on unconsented visitors.

The cookie consent banner and privacy policy copy here are starting points, not legal sign-off. Have a qualified solicitor review your disclosure copy before launch.

Run the smoke test at the staging URL first. Flipping DNS to a half-finished site costs you the first impression on launch day.

Each location may need its own SGEN install with its own identity and SEO configuration.

Do not use this workflow for an ecommerce launch

How this connects to other features

— Phase 1. Site title, logo, favicon, timezone, homepage, 404 page.

— Phase 1. Color swatches, global colours, typography.

— Phase 1. Navigation menus, CTA buttons, footer NAP block.

— Phase 2. Title separator, default OG image, per-page audit.

— Phase 2. Cookie banner, GTM and Clarity gating.

— Phase 2. 301/302 rules for moved or retired URLs.

— Phase 2. GTM container, analytics loaders.

— Phase 2. SMTP and pre-content snapshot.

— Phase 3. Homepage and anchor pages.

— Phase 3. Seed posts before launch.

— Phase 3. Contact form with shortcode embed.

Before you start

  • You are signed in to SGEN as Administrator or Site Owner.
  • Your brand assets are ready to upload: horizontal logo at 2x render size, 32×32 favicon on transparent background, brand primary colour hex code.
  • Your business contact details are written out (name, address, phone, opening hours) the way you want them in the footer.
  • Your navigation structure is planned (which pages, which top-level labels).
  • If you are migrating from a previous platform, your content import is complete. Run Manage site backups first and return here after.
  • Your domain is accessible and you have DNS record access. You will need this for Phase 4.

Where to go

All four phases live in the SGEN admin left-hand navigation. The panels below are the main screens you move between during the launch:

PhaseAdmin screenNavigation path
FoundationGeneral SettingsSettings → General
FoundationThemes + StylesAppearance → Themes / Styles & Layouts
FoundationHeader / FooterAppearance → Theme Editor → Header / Footer
ConfigurationSEO ManagerSEO → SEO Manager
ConfigurationTracking ConsentTracking Consent → Settings
ConfigurationRedirectsRedirects
ConfigurationCustom CodesCustom Codes
ConfigurationEmail + BackupsSettings → Email · Migration → Backups
ContentPagesPages
ContentBlogBlog
ContentFormsForms
LaunchDNS + smoke testExternal (domain registrar + incognito window)

Steps

1
Configure site identity (Foundation — ~45 min)

Screen: Settings → General

Set your Site Title, Tagline, Site Email, Site Logo, and Favicon first. These five fields flow into every public page, every system email, and every social share card your site generates.

For your business, the Identity card fills out like this:

Click Save Changes. The green success flash confirms all three cards persisted together:

Reference: Configure site identity, business info, and age gate

Done when: Site Title is your real business name (not "My SGEN Site"). Logo and favicon are showing on the public header and browser tab. Timezone is your business zone.


2
Pick a theme and pin your primary colour (Foundation — ~30 min)

Screen: Appearance → Themes + Appearance → Styles & Layouts → Global Colors

Pick a Color Swatch that is closest to your brand palette. Then open Styles & Layouts → Global Colors and fine-tune the primary and accent hex values so buttons, links, and headings match your brand exactly.

The active swatch state for your business at launch:

After picking the swatch, add a CSS pin so future swatch changes cannot overwrite your brand colours:

/* your business — brand colour pins Add to Appearance → Custom CSS to survive future swatch changes */
:root { --color-primary: #6F4E37; /* coffee brown */ --color-primary-hover: #5A3E2B; --color-accent: #D4A017; /* warm gold */
}

Reference: Pick a theme · Customize global styles

Done when: Public homepage renders with your brand primary colour on buttons and links. Swatch is saved.


3
Configure header, footer, and mobile menu (Foundation — ~60 min)

Screens: Appearance → Theme Editor → Header · Footer · Mobile Menu

Set your header navigation links and any CTA button. Set your footer with the business contact block and secondary nav. Configure the mobile menu so the collapsed hamburger exposes the same primary links.

For your business, the header carries the AC monogram logo, three primary nav links (Shop / Blog / About), and a "Subscribe" CTA button. The footer repeats the NAP block (Name + Address + Phone) and adds links to Privacy Policy and Cookie Policy.

Reference: Configure your site header · Configure your site footer · Configure the mobile menu

Done when: Header logo, nav, and CTA button are live. Footer NAP and legal links are live. Mobile hamburger works at 375px.


4
Configure SEO basics (Configuration — ~30 min)

Screen: SEO → Global SEO + SEO → SEO Manager

Set the Title Separator and Site Name under Global SEO. Confirm your Default OG Image — the image shared when someone posts a link to your site on social.

Then open SEO Manager and confirm the homepage row has both an SEO Title and a Meta Description. These are the two fields that appear in Google results.

Reference: Audit SEO across your site

Done when: SEO Manager shows your homepage row with a green SEO Title and Meta Description. Global SEO title separator and site name are set.


5
Set up the cookie consent banner (Configuration — ~20 min)

Screen: Tracking Consent → Settings

Enable the banner, write your disclosure copy, label the Accept and Decline buttons, and pick which tracking scripts are gated behind consent.

For your business launching with Google Tag Manager and Microsoft Clarity:

Reference: Configure the cookie consent banner

Done when: Banner appears in incognito. Declining prevents GTM from firing. Accepting removes the banner and starts tracking.


6
Add 301 redirects for old URLs (Configuration — ~20 min)

Screen: Redirects

If your domain previously had content — or your nav structure changed — set up 301 Permanent redirects for every URL that moved.

For your business:

Old URLNew URLType
/about-our-team/team301 Permanent
/store/shop301 Permanent
/blog/summer-sale-2025/blog301 Permanent

Add each under Redirects → Add New, set type to 301, save.

Reference: Manage site redirects

Done when: Every retired or renamed URL silently lands on the correct new page in a browser.


7
Add tracking scripts via Custom Codes (Configuration — ~20 min)

Screen: Custom Codes

Paste your Google Tag Manager container snippet under Custom Codes, placement </body> — End. If you are not using GTM, paste your GA4 tag directly instead.

<!-- Google Tag Manager — paste into Custom Codes, placement: </body> End -->
<!-- Replace GTM-XXXXXXX with your real container ID from tagmanager.google.com -->
<template data-safe="script" data-attrs="">(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start':
new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0],
j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;
j.src='https://www.googletagmanager.com/gtm.js?id='+i+dl;
f.parentNode.insertBefore(j,f);
})(window,document,'script','dataLayer','GTM-XXXXXXX');</template>

Reference: Add custom HTML, scripts, and tracking code

Done when: GTM fires on page load. Tracking consent banner gates it correctly on first visit.


8
Configure email and take a pre-content backup (Configuration — ~20 min)

Screens: Settings → Email · Migration → Backups → Create Backup

Set SMTP credentials under Settings → Email so transactional emails deliver reliably. Then take a full-site backup via Migration → Backups → Create Backup as your pre-content snapshot. Name it something traceable: acme-pre-content-2026-05-05.

Reference: Configure email and SMTP · Manage site backups

Done when: Test email from Settings → Email arrives in your inbox. A named backup is saved in Migration → Backups.


9
Build the homepage and anchor pages (Content — ~3 hr)

Screen: Pages → Add New · SG-Builder

Create the homepage first, build it in SG-Builder, publish it, then point Settings → General → Homepage at it. Then build the four minimum anchor pages: About Us, Contact, Privacy Policy, Cookie Policy.

A published pages list at your business looks like this the morning before launch:

Reference: Create and manage pages

Done when: Homepage loads at your staging URL with on-brand design. All four anchor pages are Published and linked in the header nav. Privacy Policy and Cookie Policy are in Tracking Consent → Excluded Pages.


10
Write 3–5 blog seed posts (Content — ~2 hr)

Screen: Blog → Add New Post

A site with no blog posts looks unfinished to first-time visitors. Write three to five seed posts before launch — they do not have to be long, but they establish credibility and give visitors something to read beyond the marketing pages.

your business' seed posts for launch day:

Reference: Create and manage blog posts

Done when: At least three posts are Published. Blog index at /blog loads correctly. Each post has a featured image and a meta description set in its SEO panel.


11
Build the contact form (Content — ~30 min)

Screen: Forms → Add New

Build a contact form under Forms → Add New. Add three fields: Name (text, required), Email (email, required), Message (textarea, required). Set the notification email to hello@yourdomain.com. Save — you receive a shortcode:

Err: Form not found!

Paste this shortcode into the Contact page body in SG-Builder. The form renders on the live Contact page and handles submission.

Reference: Build a form in SGEN

Done when: Contact form is visible at /contact. Submitting a test entry delivers a notification to hello@yourdomain.com within two minutes.


12
Run the smoke test and go live (Launch — ~1 hr)

What to check in incognito before touching DNS:

  • Homepage loads at the staging URL. Browser tab title is your Site Title.
  • All anchor pages load without errors.
  • Blog index and at least one post load.
  • Contact form submits and delivers the notification email.
  • Cookie consent banner appears. Declining prevents GTM from firing. Accepting fires GTM.
  • Mobile view at 375px: header collapses, hamburger opens, all nav links work.
  • Footer shows your NAP block.
  • 301 redirects: open each old URL and confirm it silently lands on the correct new page.
  • Custom 404: visit a non-existent URL and confirm your branded 404 page appears.
  • Page source: search for og:title and confirm it shows your Site Title.

Once the smoke test passes, point your domain's DNS A record (or CNAME) at your SGEN hosting. DNS propagation typically takes 15 minutes to 2 hours. After propagation: open the production URL in a fresh incognito window, confirm HTTPS is active, then send the launch email.

Done when: Production site loads at yourdomain.com with HTTPS active. First live session confirmed in GTM or Clarity.


What success looks like

Success looks like
  • All 30 gate items below are ticked.
  • The production homepage loads in incognito showing your Site Title in the browser tab, your logo in the header, and your NAP in the footer.
  • Cookie consent banner appears on first visit; absent on the Privacy Policy page.
  • GTM fires on Accept; no tracking fires on Decline.
  • Contact form submission delivers a notification email within two minutes.
  • Visiting a retired URL silently lands on the correct new page.
  • SEO Manager shows zero Issues on the homepage, About, and Contact rows.
  • A post-go-live backup is saved and named in Migration → Backups.

What to do if it does not work

Browser tab still reads "My SGEN Site."

Open Settings → General, confirm the Site Title field holds your real business name, click Save Changes. Hard-refresh with Ctrl+Shift+R (Windows) or Cmd+Shift+R (Mac) after saving.

Logo is not showing in the header after save

Hard-refresh the public site. If still missing, re-open Settings → General and confirm the Site Logo field shows a thumbnail — if the Media Library entry was deleted, re-pick the image and save again.

Cookie consent banner is not appearing in incognito

Confirm Enable Consent is ticked in Tracking Consent → Settings and that Save Config was clicked. Check that the page you are testing is not in Excluded Pages.

GTM fires before Accept (consent not gating correctly)

In Tracking Consent → Settings, confirm the Gate Google Tag Manager checkbox is ticked. If GTM is also in Custom Codes, disable the Custom Code and rely on the Tracking Consent gate for GTM instead.

301 redirect is not working — old URL still loads the old page

Confirm the redirect is saved under Redirects with the old URL exactly as typed (path only, no domain, leading /). Test in incognito — cached redirects from a logged-in session can appear stale.

Contact form notification email is not arriving

Confirm SMTP is configured under Settings → Email and the test email from that screen delivers. Then check Forms → the form's Mail tab to confirm the notification address matches.

Homepage dropdown does not show the page I built

Only Published pages appear in the Homepage dropdown. Move the page from Draft to Publish under Pages, then return to Settings → General and pick it.

Blog index at /blog is empty even though posts are published

Confirm the published posts have a Publish Date in the past, not a future scheduled date. Posts scheduled for the future do not appear in the live index until that date.

DNS propagated but HTTPS padlock is missing

SGEN auto-provisions TLS, but provisioning can take up to 30 minutes after DNS resolves. Wait 30 minutes and hard-refresh. If still missing, contact SGEN support with your domain name.

SEO Manager shows Issues on the homepage

Click the Issues filter, open the homepage row, and fill in the missing SEO Title and Meta Description inline. Press Tab after each edit to save. Reload the SEO Manager to confirm the row clears.

Ready to launch? — 30-item gate checklist

Work through every item below before flipping DNS. Each item maps to a specific step in this workflow. Screenshot the completed list and keep it with your launch record.

Phase 1 — Foundation (5 items)

  • [ ] F1. Site Title shows your real business name (not "My SGEN Site"). (Step 1 — Settings → General → Identity)
  • [ ] F2. Logo and favicon are uploaded and showing on the public header and browser tab. (Step 1 — Settings → General → Identity)
  • [ ] F3. Primary colour, fonts, and Color Swatch match your brand specification. (Step 2 — Appearance → Themes + Styles & Layouts)
  • [ ] F4. Header nav, footer NAP block, and mobile hamburger are all live and correct. (Step 3 — Appearance → Header / Footer / Mobile Menu)
  • [ ] F5. Homepage dropdown in Settings → General points at your designed welcome page (not the default posts list). (Step 1 — Settings → General)

Phase 2 — Configuration (5 items)

  • [ ] C1. SEO Manager shows homepage row with SEO Title and Meta Description set. (Step 4 — SEO → SEO Manager)
  • [ ] C2. Cookie consent banner appears in incognito. GTM is suppressed until Accept. (Step 5 — Tracking Consent → Settings)
  • [ ] C3. Every old URL that moved has a 301 redirect to the correct new page. (Step 6 — Redirects)
  • [ ] C4. GTM container snippet is in Custom Codes, placement </body> — End, status Active. (Step 7 — Custom Codes)
  • [ ] C5. Test email delivers from Settings → Email. A named backup is saved in Migration → Backups. (Step 8)

Phase 3 — Content (5 items)

  • [ ] P1. Homepage is Published and loads at the staging URL with on-brand design. (Step 9 — Pages)
  • [ ] P2. All four minimum anchor pages (About, Contact, Privacy Policy, Cookie Policy) are Published and in the nav. (Step 9 — Pages)
  • [ ] P3. At least three blog posts are Published. Blog index loads at /blog. (Step 10 — Blog)
  • [ ] P4. Contact form submits correctly and delivers a notification to hello@yourdomain.com. (Step 11 — Forms)
  • [ ] P5. Primary nav menu is assigned to the Primary location. Footer secondary nav links to legal pages. (Step 3 — Appearance → Navigation Menu)

Phase 4 — Launch (5 items)

  • [ ] L1. Full smoke test passed in incognito: all pages load, no visible errors, 404 redirects to branded page. (Step 12)
  • [ ] L2. DNS pointed at SGEN hosting. HTTPS padlock is active at the production URL. (Step 12)
  • [ ] L3. Admin accessible at the new production domain. (Step 12)
  • [ ] L4. Launch email sent to your list within 30 minutes of DNS propagation confirmed. (Step 12)
  • [ ] L5. First live session confirmed in GTM or Clarity. (Step 12)

Cross-cutting (10 items)

  • [ ] X1. Page source of homepage contains og:title set to your Site Title and og:description set to your Tagline.
  • [ ] X2. Page source of homepage contains a LocalBusiness JSON-LD block with your address and phone. (Settings → General → Business Information)
  • [ ] X3. Custom 404 page is set and tested: a non-existent URL renders your branded recovery page. (Settings → General → 404 Page)
  • [ ] X4. Privacy Policy and Cookie Policy are in Tracking Consent → Excluded Pages. (Step 5)
  • [ ] X5. "Anyone can register" is set correctly for your launch decision. (Settings → General → Identity)
  • [ ] X6. Robots.txt is not blocking crawlers on the production domain. (SEO → Robots.txt)
  • [ ] X7. Site submitted to Google Search Console with the production domain verified. (SEO → Google Search Console)
  • [ ] X8. All images on Pages and Blog posts have descriptive alt text. (Pages + Blog — inline via image picker)
  • [ ] X9. A second named backup is taken immediately after go-live. (Migration → Backups)
  • [ ] X10. First-week monitoring rhythm is in calendar: daily SEO Manager + Forms + Redirects check for 7 days.

Next steps

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