IM Checklist Volume 11 Building a Business on WordPress

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IM Checklist Volume 11 Building a Business on WordPress by Mind Map: IM Checklist Volume 11 Building a Business on WordPress

1. Checklist 1: Things to Know Before Making a Website on WordPress

1.1. 1 Decide on the goals you have for your Wordpress account.

1.1.1. Is the WordPress blog used to collect subscribers, or share valuable content or sell your products or services? It could be all of these. Note of each that is relevant.

1.2. 2 Determine whether or not you will be uploading content on your Wordpress website every day; if so, begin with planning how the website will organize all the content that you upload into sections, categories and menu items.

1.3. 3 Determine what you want your home page to look like. Will it show your most recent blog post or would you like a static home page providing information about your blog, company, products, services? (Configuring this is covered in checklists)

1.4. 4 Determine whether or not you plan on developing a socially integrative Blog. This means making decisions regarding whether the website will be linked to social media websites, whether you will allow comments and visitor engagement, and whether or not the website will have a communication for visitors.

1.5. 5 Decide how long it will take for you to develop a website and whether or not you will need assistance with the website. Create a plan for new content is this is your long-term goal. For example, 2 new blog posts per week.

2. Checklist 2: Installing WordPress from the Start

2.1. Installing WordPress through cPanel

2.1.1. 1 Log into your cPanel

2.1.2. 2 Click on the Softaculous icon from the Software section of your directory

2.1.3. 3 You will now see the WordPress logo, click on it and then click on Install

2.1.4. 4 Select your domain

2.1.5. 5 Select the directory you wish to install WordPress in

2.1.6. 6 Enter in your Admin Username

2.1.7. 7 Enter in your Admin Password

2.1.8. 8 Enter in your Admin e-mail address

2.1.9. 9 At the end of the page click Continue / Install

2.2. Installing Wordpress Manually

2.2.1. 1 Create a hosting server

2.2.2. 2 Download the latest version of Wordpress from wordpress.org

2.2.3. 3 Use the cPanel File Manager to upload the zip file you downloaded to your hosting server

2.2.4. 4 When uploading it using cPanel File Manager, make sure that you upload the file on a web-root directory on your domain

2.2.5. 5 Upload, extract and move the archive into the domain you want WordPress to be installed in

2.2.6. 6 Index the website

2.2.7. 7 Create a MySQL Database to store text and configuration data

2.2.8. 8 Then run the five-minute WordPress installation, and you are ready to go!

3. Checklist 3: Installing and Configuring a Theme on WordPress

3.1. 1 Determine the style and modality of the theme you intend to outlay on your Wordpress website

3.2. 2 Make sure that the theme you are choosing corroborates with the type of website you have; this means taking a look at the content, style, and category of the Wordpress website you intend to make

3.3. 3 The first option is using a free theme from the WordPress directory; when you open the Wordpress website, you will see several options that will allow you to pick and choose between various themes

3.4. 4 Make sure that the theme you select is also in line with the formatting of the website you intend to make

3.5. 5 The second option is using a paid theme from the www.themeforest.net; when you open the ThemeForest website, you will see several options that will allow you to pick and choose between various themes

3.6. 6 Once your select the theme, install and activate it through the Wordpress dashboard. In your WordPress Dashboard menu on the left, click Appearance and Themes

3.7. 7 Click Add New

3.8. 8 If working with a Free theme you’ll be able to search the database and install from here

3.9. 9 If working with a Paid theme you’ll need to upload the zip file by clicking “Upload Theme”

3.10. 10 After installed a theme (paid or free) you must click activate theme

4. Checklist 4: Installing and Configuring WordPress Plugins

4.1. 1 Use the WordPress plugin search to determine what plugin you want to install to your WordPress website.

4.2. 2 Determine also the functionality of the particular plug-in that you wish to install; this means understanding and making sure that the plugin you use serves the purpose you hope it will serve.

4.3. 3 Decide whether you want to opt for the free plugins that WordPress offers or premium plugins that you are required to pay for.

4.4. 4 Plugins that are free naturally have fewer features and facilities; they are usually necessary and straightforward, and cannot assist in completing complex tasks.

4.5. 5 For free plugins, visit the plugin directory inside your WordPress dashboard and choose a plugin in accordance with your preferences, requirements, and the format of your website.

4.6. 6 Paid Plugins can be accessed through a variety of different third-party vendors and the WordPress website itself.

4.7. 7 To install a WordPress plugin, use the menu inside your WordPress Dashboard and click on Plugins.

4.8. 8 Click Add New

4.9. 9 To search the free plugin database use the search bar in the top right corner.

4.10. 10 To upload a premium plugin click the Upload Plugin at the top of the screen.

4.11. 11 Once uploaded and installed click Active Plugin.

4.12. 12 Generally the plugin will appear in the left menu inside your Wordpress Dashboard but it could also be in a submenu under Settings or Tools. This depends on the type of plugin you installed.

5. Checklist 5: Styling WordPress

5.1. 1 Log into your WordPress dashboard.

5.2. 2 Click on, ‘options’

5.3. 3 Click on, ‘appearance.'

5.4. 4 Click on, ‘theme.'

5.5. 5 Click on, ‘customize.'

5.6. 6 You will now see various options for customization, click on these options depending on what you want to change.

5.7. 7 Click on, ‘change colour' to change colours.

5.8. 8 Click on ‘Menus’ and choose the menu you wish to edit, stylize, or work with.

5.9. 9 Click on, ‘add tagline’ to determine which tagline for your website.

5.10. 10 You may also change the background image of your WordPress website by clicking on, ‘background image’ and choosing a stock image or upload an image.

5.11. 11 If you wish to add more code, click on ‘additional CSS’ and add more code to your website; note, however, that this process is a more advanced way of stylizing and should not be pursued unless you understand what the effects of changing code will be.

5.12. 12 Make sure that you understand the different costs and benefits associated with opting for a free, basic theme and a paid, more advanced and often more aesthetically pleasing and attractive theme.

5.13. 13 Also ensure that the theme you select and the different modifications you make can be evolved and upscaled, especially if you expect to add more features to your website or if you wish to further develop and stylize the website in the future.

5.14. 14 Finally, make sure that you correctly preview and test the new style or theme you implement.

5.15. 15 Try to make sure that this review is done by a third-person who can analyze the entire website comprehensively so that every aspect of the style that you may have missed or overlooked can be detected and subsequent changes can be implemented.

6. Checklist 6: Widgets and Menus on WordPress

6.1. 1 Understand that WordPress comes with a pre-packaged variety of different Widgets that serve different, essential functions.

6.2. 2 Access this list of Widgets from WordPress Dashboard, click on Appearance and click on Widgets in the left menu.

6.3. 3 Remove, add, or re-arrange pre-existing widgets from your screen by going on Theme Customizer or Appearance and then on Widgets.

6.4. 4 Choose a Widget and either drag it to the sidebar on which you want the Widget to appear.

6.5. 5 Alternatively, you can click on a Widget, select a destination sidebar, and then click on Add Widget; there may be more than one Sidebar option so you can choose the sidebar you wish to implement your widget on.

6.6. 6 Your theme and widget will be automatically updated, and you can preview the screen to see how the overall changes look to your viewers.

6.7. 7 You can now return to the Widgets screen if you want to add more Widgets.

6.8. 8 You can now arrange widgets within the sidebar, customize the features of the Widgets, save the customization and make additional changes, or remove the Widget.

7. Checklist 7: Tracking and Analysts for WordPress

7.1. Setting up Google Analytics on your Website

7.1.1. 1 Visit the Google Analytics Signup Page and create a Google Analytics account.

7.1.2. 2 You will need to sign in with your Gmail account and opt for the Google Analytics option and subsequently sign up.

7.1.3. 3 Choose between the Website Tracking. (Not Mobile App)

7.1.4. 4 Create an account by entering your account details and obtain your Google Analytics Tracking Code.

7.1.5. 5 Copy paste this tracking code into notepad as this will be needed to link your WordPress account to the data that Google Analytics will produce for you.

7.1.6. 6 Now inside your WordPress dashboard go to plugins and search for MonsterInsights Plugin. Install and activate.

7.1.7. 7 Authenticate MonsterInsights access to give access to your Google Analytics Account.

7.1.8. 8 Complete the authentication.

7.1.9. 9 Check these statistics periodically and use them to bolster the quality of your website further.

7.2. Setting up Jetpack on your WordPress Website

7.2.1. 1 Install JetPack using the plugin option on your WordPress website; this can be accessed through the plugin menu in WordPress administrative services.

7.2.2. 2 After installing it successfully, head over to JetPack on the sidebar and then to jetpack settings.

7.2.3. 3 Enable and configure more features related to the different statistics that you would like your website to give Jetpack and use analytics from jetpack as well as those provided by Google Analytics to develop a more comprehensive and nuanced understanding of the different aspects of traffic and SEO information that you need to enhance the quality of your website further.

8. Checklist 8: Create Your First Blog Post

8.1. Create Your Blog

8.1.1. 1 Decide what you want to write about; depending on what your website wishes to cover and what you want your audiences to know, determine the core theme of the things you wish to cover in your blog post

8.1.2. 2 Also, establish a word-limit for your post and spend some time thinking about the different things you will dedicate time and words too.

8.1.3. 3 Also, determine a structure for your blog post; make sure that you understand how important it is to correctly structure your blog post in order to keep readers engaged and attract more people to your post.

8.1.4. 4 Also, make sure that you understand the type of audience you are writing for; this means making sure that the difficulty level of writing, as well as the technicalities and complexities of what you are writing, are presented in the blog keeping in mind the type of people that will read the blog.

8.1.5. 5 Also make sure you understand the SEO requirements of your blog post and the different headings, keywords, and SEO techniques you need to use in order to ensure that the blog post you write attracts the most viewers.

8.2. Setting the Post Up

8.2.1. 1 Log into your WordPress Dashboard.

8.2.2. 2 Click on the ‘Posts’ tab to view previous posts and options to post new content.

8.2.3. 3 Click on the sub-tab that is titled, “Add New” to add new content in the form of a blog post.

8.2.4. 4 Fill in the blanks listed out on the new window that opens, and this means making sure that the title, content, headings, and keywords are correctly placed.

8.2.5. 5 Review and preview your blog post once you have added all content.

8.2.6. 6 End with publishing the post and taking a look at the homepage and/or sub-page of your website that has the blog post uploaded.

9. Checklist 9: Creating and Setting up the Wordpress Homepage

9.1. In WordPress blogs, by default, it is your most recent blog post that shows on the homepage, or you can even choose a particular post or page that you want to display. In most WordPress themes there will be a specific template of the homepage in which you can add content, information about your business and links to articles as well.

9.1.1. To create a static homepage, follow these steps:

9.1.2. 1 On your WordPress go to Pages and then choose the option of Add New.

9.1.3. 2 To make this page easy to find and label, label it like this "COMPANY NAME – Home Page."

9.1.4. 3 Then click Publish.

9.1.5. 4 On your WordPress dashboard, go to Settings and then click Reading.

9.1.6. 5 Choose "A Static Page."

9.1.7. 6 Under the Homepage drop down menu choose the page you labelled Homepage.

9.1.8. 7 Then click Save Changes.

10. Checklist 10: WordPress SEO

10.1. Using a Robots.txt file

10.1.1. 1 The following website has a robots.txt file generator that can be awesome for easily generating numerous robots.txt files with ease: http://tools.seobook.com/robots-txt/generator/

10.1.2. 2 The link allows you to determine the default robot access, that is, whether you want to use it to disallow commands or allow commands, lets you choose which search engine robots you want to disallow the content for, and allows you to pick files or directories directly from your sitemap to generate your own robots.txt files.

10.1.3. 3 It then gives you text that you need to enter into the robots.txt file merely. The website also allows you to test the generated robots.txt file through its analyzer, making sure that you are fully satisfied before uploading the file to your website.

10.1.4. 4 Remember, however, to upload the file only on the main directory of the website because the user-agent (search engine robot) will not go through all directories to find the robots.txt file.

10.2. Using Keywords

10.2.1. 1 Use keywords about the SEO generated keywords that you deem are essential to users who you wish your website attracts.

10.2.2. 2 Use software such as Google Analytics and Jetpacks to determine the keywords users search when looking for content similar to the content that your website offers.

10.2.3. 3 Subsequently, implement these keywords to ensure that users begin visiting your website and that your website begins to climb the ladder on search engines.

10.3. Using Headings

10.3.1. The six heading elements, H1 through H6, denote section headings. Documents should not skip levels (for example, from H1 to H3), as converting such documents to other representations is often problematic.

10.3.1.1. 1 Optimizing your header tag for a long-tail voice search keyword and then answering such queries below using paragraph tags.

10.3.1.2. 2 Break up query answers into subsequent, smaller headings to outline different list items, which Google will then use to create its bulleted points.

10.3.1.3. 3 Structure the page for readability

10.3.1.4. 4 Ensure that header tags are related to important keywords

10.3.1.5. 5 Emphasize important text: header tags typically have a larger font size than regular text, and so can be visual cues for the reader; they can denote to the reader the importance of that particular text or make it easy for them to find what they are looking for.

10.3.1.6. 6 View it as an outline: If you remove all the content from your webpage, your header tags should look like an outline for what the page entails; this will give the complete webpage clarity and coherence.

11. Checklist 11: Linking, Testing and Optimization

11.1. 1 You need to ensure that your website can be crawled. You can turn on your site visibility using Settings >Reading. In most cases, this setting is turned on by default, but if that is not the case uncheck the option "Discourage search engines from indexing this site."

11.2. Using The Relevant Tags

11.2.1. 1 Include one H1 tag on all of your pages.

11.2.2. 2 The H2 tag should be used in your content only for the headers.

11.2.3. 3 The ALT tag is to be attached to all the images, and there is even a WP plugin to aid you with this called the "Search Friendly Images Plugin."

11.2.4. 4 You should check if the Yoast’s Wordpress SEO in-built sitemap is working and if that is not the case install the Google XML Sitemap Plugin.

11.2.5. 5 An essential aspect of a new website is a correctly placed and optimized Robots.txt file.

11.2.6. 6 You need to compress the size of your images and a plugin called WP Smush It can be used.

11.3. How To Ensure Your Website Functions Properly

11.3.1. 1 You should decide if you want to use www when links to your website or pages. It does not matter what you decide, but it is essential that you stick to one. Example: We use https://imchecklist.org and never https:// www.IMChecklist.org

11.3.2. 2 If you find any issue with your website sign up for Google’s Webmaster Tool so that these issues can be fixed.

11.3.3. 3 The Meta Description should be only 155 words which include spaces.

11.3.4. 4 The Latent Semantic Indexing Keywords are essential for the SEO, so it is essential that there are enough included in your content. You can find them using Google Search, Ubersuggest.org or Keyword Planner. You should look for the words at the bottom of each search.

11.3.5. 5 Ensure that the permalink structure is according to your preference and that each page URL contains its main keyword.

11.3.6. 6 Ensure that your content is original and you can use Copyspace.org to find out if it is original.

11.3.7. 7 It is imperative that your content has contextual links as this is extremely important while optimizing your website for SEO.

11.3.8. 8 If external links are relevant, make sure your content has them.

11.3.9. 9 A critical priority is to optimize your website and for GTMetrix for HTML and Pingdom for Wordpress as these help you clear errors.

11.4. Test Your Website

11.4.1. 1 You can use Google’s PageSpeed Insights to know how you can increase your page loading speed.

11.4.2. 2 You can use Google's Mobile-Friendly Test to see if your site is mobile ready and responsive.

11.4.3. 3 The Schema Creator Plugin is an excellent tool to help you create structured schema data for your website.

11.4.4. 4 You can submit your site to Google Business if your website is connected to the local business.

11.4.5. 5 Useful data regarding your site can be gotten by installing Google Analytics.

11.4.6. 6 It is extremely important that you proofread your website for errors, such as spelling mistakes.

11.4.7. 7 In the case where an SEO plugin is used, make sure you have a defined focus keyword as this will help you optimize your website further.

11.4.8. 8 You need to remember to include social media icons on all pages of the Wordpress website, and for this purpose, you can use Share This, Add this or Share bar plugins.

12. Checklist 12: Guest Posting

12.1. Front-end WordPress Post Submissions with WPForms

12.1.1. 1 Firstly, install and activate the WPForms plugin. You will need to have the pro-version of this plugin in order access the post submissions addon.

12.1.2. 2 Then you need to access Settings and enter the license key that you can get from the WPForms website.

12.1.3. 3 After this verification is done, you can go to the Add-ons page, click on the “Post Submission Addon” and then click the “Install Addon” button.

12.1.4. 4 Once this is installed, you can activate it and create the post submission form you want to make. You can go to the WPForms >> Add a new page and start using the building interface.

12.1.5. 5 You need to select a name for your form. Go to the “Select a Template” option and choose the “Blog Post Submission Form” template.

12.1.6. 6 You can edit the fields, in this template, or add new ones using the left panel. Once you have designed the form click the Settings tab and choose the Post Submissions tab.

12.1.7. 7 You need to click on the Save button to save the form and exit the form builder.

12.1.8. 8 To post the form on your website, you can either add a new page or edit an existing one.

12.1.9. 9 On the post edit screen, you can click the Add Form button, and the shortcode will appear on the post edit page.

12.2. Accepting User-Generated Content with User Submitted Posts Plugin

12.2.1. 1 Firstly, install and activate the User Submitted Posts plugin.

12.2.2. 2 Then you need to visit Settings >> User Submitted Posts to start configuring the plugin.

12.2.3. 3 Below the plugin settings, you can choose which fields you want to appear on the form.

12.2.4. 4 You could use a Guest Author profile and attribute all the user submitted posts to it.

12.2.5. 5 You can even choose to allow the users to upload pictures and determine the picture size and number.

12.2.6. 6 Click the Save changes button to save this form and follow the last three steps of the previous section.

12.3. Allowing Users to Register and Submit Posts in WordPress

12.3.1. 1 Users can be allowed to create content with the help of WordPress admin interface with limited functions.

12.3.2. 2 To enable user registration go to Settings >> General and select “Anyone can register” under the membership option. “Author” or “Contributor” can be chosen as the default user role.

12.3.3. 3 Then click on save changes, and upload this form.

13. Checklist 13: WordPress Comments

13.1. How to enable or disable comments from a single post

13.1.1. 1 In the post edit area, you can click the Screen Options and then click on Discussion.

13.1.2. 2 Scroll down and uncheck the boxes to disable comments and trackbacks, or if you want the opposite, check these boxes if they are not already tested.

13.2. Using Disqus comments system

13.2.1. 1 Select Plugins >> Add New on the left panel of your WordPress admin.

13.2.2. 2 After choosing to discuss, select the plugin option for Disqus.

13.2.3. 3 Then, select Install Now >> Activate Plugin

13.2.4. 4 Follow the instruction for the installation.

13.2.5. 5 Log into the Disqus account and pick the forum short name you want.

13.3. Removing Spam Comments

13.3.1. 1 You can use the Akismet anti-spam plugin as it is known to work.

13.3.2. 2 To delete spam comments in bulk, install the Delete Pending Comments plugin. Then go to comments and click the Delete Pending Comments option. Enter the text you are told to enter and then click "delete pending comments." Once you are done, delete the plugin.

13.3.3. 3 In addition to the previous two methods, there is a file that you can use called WordPress Comment Blacklist Keywords. Enter the known spam words. In WordPress go to Settings and open Discussion, and post the keywords in the Comments Blacklist section and save the changes.

14. Checklist 14: WordPress Security

14.1. Install a WordPress Backup Solution

14.1.1. 1 There are numerous free Wordpress backup plugins available that you can install. However, rather than storing full site backups on your device, store them on a cloud service like Amazon or Dropbox.

14.1.2. 2 Depending on how frequently you update your website, we think it’s best to back it up once a day or in real time.

14.1.3. 3 There are plugins like BackWPUp, Updraft Plus and Backup Buddy that can be used to back up the site.

14.1.4. 4 You then need to install and auditing and monitoring system that keeps a check on all that is happening on your website. These include malware scanning, failed login attempts etc.

14.1.5. 5 You can use the plugin Sucuri Scanner for this purpose. Once you install and activate this plugin, you will see it in your WordPress admin. You will be asked to generate a free API key, and this can help you with audit logging, integrity checking etc.

14.1.6. 6 Then click on the Hardening option from the Sucuri Menu. Go through the options and click Harden. This will protect all the areas that hackers usually target.

14.1.7. 7 However, as this is a strong software that will give you information about all sorts of activity on your website, manage the alerts you get from this.

14.2. Other Solutions

14.2.1. 1 You can also limit login attempts to protect your website. Install the Login Lockdown plugin. Then go to Settings >> Login Lockdown, and follow the procedure to limit logins.

14.2.2. 2 You can log out idle users, as when people leave their accounts logged in for long without using them, this can lead to misuse of their accounts. Install and activate the Idle User Logout plugin and go to Settings >> Idle user Logout page to configure the settings. Set the time duration and uncheck the box next to “Disable in wp-admin".

15. Checklist 15: Integrating Social Media

15.1. Add Social Media Account Links

15.1.1. 1 Go to your WordPress admin page and click My Sites >> Customize.

15.1.2. 2 In the Customizer click the Menus tab.

15.1.3. 3 In the case that your theme does not have a social links menu, click +add a Menu.

15.1.4. 4 Then keep a name for your Social Links menu and then click Create Menu.

15.1.5. 5 To add a social media link, go to the menu and click +Add Items.

15.1.6. 6 Then select the Custom Links option.

15.1.7. 7 Then add the link to your social media page into the URL field. It is best to copy and paste the link of the page directly to prevent any mistakes.

15.1.8. 8 If you choose to, you can also add a name to the social media link.

15.1.9. 9 Once you are ready, click the Add to Menu option.

15.1.10. 10 Then repeat this step for all the social media profiles you want to link with your site.

15.1.11. 11 Then look for a Menu Location with a name like Social Menu and Social Link and check the box next to it.

15.1.12. 12 Choose Save and then Publish.

15.1.13. 13 In the more recent themes adding any of the following sites in your social links menu will display its icon in your menu.

15.1.13.1. Google+

15.1.13.2. Instagram

15.1.13.3. LinkedIn

15.1.13.4. Pinterest

15.1.13.5. Reddit

15.1.13.6. Snapchat

15.1.13.7. Tumblr

15.1.13.8. Twitter

15.1.13.9. WordPress

15.1.13.10. YouTube

15.2. Adding Facebook Fan Page

15.2.1. 1 The first thing to do to add a Facebook fan page is to install the Facebook plugin.

15.2.2. 2 After you have activated the plugin, go to Appearance >> Widgets.

15.2.3. 3 Then write the URL for your Facebook page in the widget configurations.

15.3. Adding Manually

15.3.1. 1 Go to the Facebook Social Plugins like box page.

15.3.2. 2 Then give them the URL for your Facebook page.

15.3.3. 3 Configure the looks of your like box.

15.3.4. 4 The next step is to click the Get Code option to obtain the code for the like box.

15.3.5. 5 You can choose the HTML5, XFBML and iframe options that Facebook provides to add the box to your website.

15.3.6. 6 The easiest way to add the like box is to use the HTML5 option.

15.4. Adding Twitter to Your Blog Post

15.4.1. 1 To add the Twitter widget to your blog, go to Appearance >> Widget in your dashboard. The Twitter option will be there for you.

15.4.2. 2 Then select Add to add it to your sidebar.

15.4.3. 3 Click Edit to set your username to what you want it to be and choose how many updates you'd like to display.

16. Checklist 16: Making Money From Your WordPress Blog

16.1. AdSense

16.1.1. 1 Firstly, one needs to sign up for AdSense. This can be done using a Gmail account.

16.1.2. 2 6-8 hours after applying you will get an email telling you of the review process. After passing the first check, you can have access to your account and will be given an ad code.

16.1.3. 3 Click on the My Ads tab and then click on the new ad units’ button.

16.1.4. 4 You will then be asked to create an ad type and can choose from a variety of types, for beginners we recommend the text and display ads.

16.1.5. 5 In the "if no ads available" you can choose to collapse the ad space or put up your ad.

16.1.6. 6 Once the ad is created, copy and paste the code into a word document like Notepad.

16.1.7. 7 Go to your WordPress admin page, click Appearance and then click Widgets. Then drop the Custom HTML into the widget area and copy paste your AdSense code there.

16.2. Amazon

16.2.1. 2 Then type the product you want in the search box. Then click on the Get Link option. Either use the Text only OR Image the only link, the Text and Image link won’t work on WordPress.

16.2.2. 3 Then go to the page or widget where you would like to add the link, click the HTML tab and copy the link there. Click Publish or Update.

16.3. Affiliate Offers

16.3.1. 1 You can install one of the following plugins for marketing purposes: Affiliate WP, Affiliate Manager, Affiliates and Ultimate Affiliate Pro.

16.4. Ecom

16.4.1. 1 The best plugin for E-commerce for WordPress is WooCommerce.

17. Checklist 17: Sending Emails Via WordPress

17.1. Using the WP Mail SMTP plugin

17.1.1. 1 Firstly, log on to your WP site as the administrator. Then go to the Plugins tab.

17.1.2. 2 Then click Add New and type “mail SMTP" in the Search Plugins box. Then locate WP Mail SMTP by WPForms and click Install, and once its installed click activate.

17.1.3. 3 To configure this plugin, on your Admin page and click Settings. Then go to Email from where you will click on Advanced Email options. In the From Email option, type the email address you want to use as a sender.

17.1.4. 4 In the From Name section, choose the name you want to use with your email. Then, in the Mailer option select the option of the Send All WordPress Emails via SMTP.

17.1.5. 5 In the Return Path option, select the Set the return path to match the From Email box.

17.1.6. 6 In the SMTP Options area, in the SMTP Host Box type the complete server name of your account.

17.1.7. 7 To use encryption type 465 in the SMTP text box type and select Use SSL Encryption. In the Authentication option Yes: Use SMTP authentication. For the Username text box option, write the e-mail address you chose.

17.1.8. 8 In the Password text box, type the password for the e-mail account specified. Click Save Changes.

18. Checklist 18: WordPress Final Checks

18.1. 404 Pages

18.1.1. 1 Most WordPress Themes include an error 404 template, but in case yours doesn’t, you can create your own. Use the 404.php template file from the WordPress Twenty Thirteen Theme.

18.1.2. 2 Copy the file /wp-content/themes/twentythirteen/404.php in the directory of your current theme.

18.1.3. 3 Then edit the error message to the message you want.

18.1.4. 4 To see if your page works, type in a URL to your website that doesn’t exist, and if the page you want is displayed, then you have succeeded.

18.2. Permalinks

18.2.1. 1 These act as a digital address to the content on your website.

18.2.2. 2 Go to the Settings on your WP dashboard.

18.2.3. 3 Then, on the left-hand side of the Settings area, click Permalinks.

18.2.4. 4 Then click on the type of Permalink you want and Save.

18.3. Comments Settings

18.3.1. 1 To control the comments, go to Settings >> Discussion and check the option of "An administrator must always approve the comment."

18.3.2. 2 To allow only registered users to comment, go to Settings >> General and check the option of “Anyone can register” and then go the Discussion section and allow registered users to comment.

18.3.3. 3 To enable or disable comments on a single post, go to the post edit area, click the Screen Options and check the Discussion. Scroll down and check or uncheck boxes depending on the settings you want.

18.4. Homepage Settings

18.4.1. 1 Open your WordPress admin page. Open Settings >> Reading.

18.4.2. 2 Click on the "Static page" option in the "Front Page Displays."

18.4.3. 3 On the Front Page menu, click the front page from the WordPress pages you like.

18.4.4. 4 Use the Posts Page menu to select the page on which you would like the posts to appear on as they will now not be displayed on the front page.

18.4.5. 5 Click the Save button.

18.5. Privacy

18.5.1. 1 On your Dashboard, go to Settings and then click Privacy.

18.5.2. 2 Then, from the menu that appears, choose the settings as to how you want your site to appear.

18.5.3. 3 Then click Save Changes to enable the settings you chose.

18.6. Policy and Disclaimer

18.6.1. 1 In the admin area, go to Pages and then click on Add New.

18.6.2. 2 We recommend that you name your page Privacy Policy or Disclaimer so that the users know immediately what the page is about.

18.6.3. 3 You can use a plugin called Auto Terms of Service and Privacy Policy to generate content or write your own.

18.7. Pixel Retargeting for Facebook

18.7.1. 1 Firstly, visit your Facebook account and then go to the Ads Manager.

18.7.2. 2 Click Tools and then Pixels, and create the Facebook pixel.

18.7.3. 3 On clicking the pixel option, a popup will appear. Type in the name you want and then click create a pixel.

18.7.4. 4 A message will appear showing the unique code for your pixel.

18.7.5. 5 Then copy the pixel code that Facebook shows.

18.7.6. 6 In WordPress install the Headers, and Footers plugin goes to Settings >> Insert Header and Footers page.

18.7.7. 7 Copy and paste the pixel code and then save the changes.