SleekView Kanban for Ontrapages
SleekView reads the Ontrapages tables directly, groups each landing page by its current review state, and lets the team drag cards across Draft, In review, Scheduled, Live so the underlying record updates the moment the column changes in WordPress.
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Why Ontrapages fits a kanban view
Ontrapages writes each landing page to wp_ontrapages with metadata in wp_ontraport_sync. Each row has an ID, a created timestamp, a responsible user, a plan or tier tag, and the message rendered in the admin. The default Ontrapages screen is a paginated table, fine for browsing and weak when a marketing operations lead needs to know which landing pages are still open this week across the whole membership site.
SleekView Kanban reads the same wp_ontrapages rows the Ontrapages dashboard queries. Pick the review state field as the grouping column and every entry becomes a card under Draft, In review, Scheduled, Live. Card fronts show the message, the username, the plan tier, supporting metadata, and the timestamp so the marketing lead can prioritize work from one board without a CSV export.
Dragging a card between columns writes a review workflow tag back to the Ontrapages metadata. A move from In review to Live flips the tag and timestamps the action. The plugin's renewal jobs and email sequences keep running, so a manual triage move never silences a fresh dunning alert that arrives during the same minute.
Workflow
From the Ontrapages table to a live member board
Connect Ontrapages as a source
Pick the review state column
Choose card front fields
Enable drag-and-drop writeback
Sample board
Sample Ontrapages triage board
Comparison
Default Ontrapages vs SleekView Kanban
Default Ontrapages list
- Long sortable table of landing pages with no triage queue for open work
- Plan tier filter reloads the page and loses the user filter just set
- No visual sense of which landing pages are active versus canceled already
- Marking a record reviewed needs the per-row context menu and dialog
- Coordinating the weekly review needs admin rights and Ontrapages training
SleekView Kanban
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Reads directly from
wp_ontrapagesandwp_ontraport_sync - Drag a card to Live and the Ontrapages review tag writes atomically
- Cards show message, username, plan tier, context, and timestamp
- Column counts update live so a spike of past due charges surfaces fast
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Per-role caps tie writeback to
manage_optionsfor the team
Features
What SleekView Kanban gives you for Ontrapages
Native Ontrapages model
Every column maps to a real review state derived from the Ontrapages workflow tag stored in metadata. Renewal jobs, dunning emails, and external CRM mirrors keep running for new landing pages, so a manual triage move never silen
Drag-and-drop with trail
Each move writes a review entry into the Ontrapages metadata naming the operator who dragged it, the source column, the destination column, and the timestamp. If a lead pushes a card back from Live to Scheduled, the chain of cus
Saved board views per shift
Filter to past due cards for the dunning analyst, plan upgrades for the success lead, and unresolved cards older than seventy-two hours for the membership lead. Each saved view becomes a shareable URL that opens the right board.
Audience
Where a Ontrapages kanban changes membership work
Weekly review session
Membership leads scope the board to the last seven days, drag at-risk cards into In review, and confirm Live only once every Draft card has a documented decision. Next week starts with a board showi
Dunning response workflow
Dunning analysts pull the Scheduled column during the weekly retry batch, watch related landing pages land in Draft, and coordinate on the same board instead of a Slack thread that loses context aft
Upgrade and renewal review
Success leads scope the board to upgrade and renewal records, confirm each matches a documented account plan, and Resolve them so the weekly review focuses on truly unexplained subscription changes.
The bigger picture
Why this view matters for Ontrapages work
Ontrapages captures everything, which is exactly what makes the default screen hard to use across a membership team. The sortable table is great when an operator knows what they want and almost useless when a marketing operations lead needs to coordinate a week of landing pages that all need a documented decision. Most teams export a CSV, drop it into a sheet, and tag records by hand.
The sheet drifts within days. New landing pages keep landing in Ontrapages without a workflow tag, the sheet records resolutions that nobody copies back, and by month end the two views disagree on what is still open. A kanban view that reads and writes the same Ontrapages metadata as the dashboard keeps the team and the source of truth aligned.
Draft surfaces immediately. Scheduled cards stay visible across shifts. Live landing pages carry a documented decision and a named operator, all without leaving WordPress.
Questions
Common questions about SleekView Kanban for Ontrapages
Live. SleekView queries the same wp_ontrapages and wp_ontraport_sync tables the Ontrapages dashboard reads. Filters apply at the SQL level, so a board scoped to the last seven days reflects records that landed in the last seven days, not yesterday's snapshot exported elsewhere.
No. SleekView writes a review workflow tag into the Ontrapages metadata. External renewal jobs, dunning emails, and CRM mirrors keep operating on the original record, so the tag never replays a charge, never suppresses one, and never alters the metadata that mirrors already sent.
Yes. The site_id column on every Ontrapages row tags records with their originating subsite. SleekView exposes that field as a filter and a board grouping option, so a network admin can scope to a single subsite or split each subsite into its own column for focused triage.
Yes. Every move runs through current_user_can('manage_options') and the Ontrapages admin capability before any metadata write. A contributor account can drag for personal sorting but the change does not persist, with a toast notification explaining why the move was rejected by the system.
Filters are applied at the database query level rather than in JavaScript. A typical board scopes to the last seven days, to one plan tier, or to in-progress states only, so the rendered card count stays under a thousand. Older records remain queryable in archive views without slowing the live board.
Yes. Plan tier lives on wp_ontrapages and supporting context lives in wp_ontraport_sync. SleekView exposes both as card fields, so an operator can spot repeat patterns across past due records and queue them for action without leaving the kanban board for separate queries elsewhere.
Yes. Premium add-ons add external destinations, reports, and search filters. SleekView reads the same metadata fields, so add-ons like CRM tag sync and external email sequences surface their landing pages on the same board for unified triage across the full workflow.
Yes. Every drag writes a review entry into the Ontrapages metadata naming the user, source column, destination column, and timestamp. The entry uses the Ontrapages metadata API so audits, exports, and downstream automations can read the trail without needing a separate event log table.
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