Getting Started With Wordpress: A Guide What You Need To Do When Setting Up Wordpress
Getting Started With Wordpress: A Guide What You Need To Do When Setting Up Wordpress
Getting Started With Wordpress: A Guide What You Need To Do When Setting Up Wordpress
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Getting Started
With WordPress
A GUIDE
What you need to do when setting up
WordPress
About Us
At WP Wizard Guide, we believe in empowering individuals and businesses by
demystifying the world of WordPress.
Our Mission
Our website, wpwizardguide.com, is dedicated to offering comprehensive, free
resources about WordPress. Whether you’re a beginner just starting with
WordPress or a seasoned professional looking to expand your skillset, we’re
here to help. Our mission is to make WordPress accessible to everyone,
providing easy-to-understand guides, tutorials, and a detailed glossary to
navigate the complexities of website management.
Our Connection
WP Wizard Guide is proudly managed by Omologist.com, a digital agency known
for its expertise in online marketing and web development. This connection
enriches our content with professional insights and up-to-date industry
practices, ensuring you’re getting the best information possible.
What We Offer
1. Free Guides and Tutorials: Step-by-step instructions on various WordPress
functions – perfect for all skill levels.
2. Comprehensive Glossary: Understand WordPress terminology with our
extensive glossary that simplifies complex concepts.
3. Expert Advice: Our team, backed by the professionals at Omologist.com,
provides reliable and practical advice.
4. Community Support: Connect with other WordPress users and experts for a
collaborative learning experience.
Our Team
Our team comprises enthusiastic WordPress experts, content creators, and web
developers. We’re passionate about sharing our knowledge and helping others
achieve their web development goals.
Get in Touch
Have questions, suggestions, or feedback? We’d love to hear from you!
Connect with us at info at omologist.com.
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Overview of WordPress
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Preparation and Requirements
SYSTEM REQUIREMENTS FOR WORDPRESS
Before diving into WordPress, it's essential to understand the system requirements.
WordPress is known for its compatibility with a wide range of servers and setups, but for
optimal performance, a few key elements are necessary:
2. Target Audience: Information about the intended audience, such as their age group,
interests, profession, or location, can provide valuable insights. A domain name that
resonates with the target audience can be more effective.
3. Keywords or Key Phrases: Any specific keywords or phrases that are essential to
the business or website content. These could be related to the industry, services,
products, or core themes.
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4. Brand Tone and Personality: Details about the brand's personality—whether it's
professional, playful, innovative, traditional, etc.—can influence the style of the domain
name.
5. Unique Selling Points: Any unique aspects of the business or website that could be
highlighted in the domain name. This could include special products, services, or a unique
approach to the industry.
6. Preferred Domain Extension: Preferences regarding the domain extension (like .com,
.net, .org, .info, .biz, etc.). While .com is the most common, other extensions might be
more suitable depending on the nature of the website.
7. Length and Memorability: Preferences for the length of the domain name. Generally,
shorter and more memorable names are preferable, but longer names can work if they
are catchy or highly descriptive.
9. Any Existing Ideas or Concepts: If any pre-existing ideas or partial names are already
considered, these can be a good starting point for brainstorming.
10. Legal Considerations: Ensuring the proposed domain names do not infringe on
existing trademarks or copyrights.
A hosting provider is where your WordPress site will live. Choosing a reliable host that
meets WordPress's minimum requirements and offers good performance, security, and
support is important. Various hosting services are available, such as shared hosting, VPS
hosting, dedicated hosting, and managed WordPress hosting. Your choice should be
based on your website's size, traffic expectations, and budget.
We have used all the services below at different times, and our current pick is
Cloudways.
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Cloudways
Website: www.cloudways.com
Features: Cloudways stands out for its flexible and user-friendly managed WordPress
hosting solutions. They offer a unique approach by allowing users to choose their cloud
provider from options like Google Cloud, AWS, and DigitalOcean. Features include easy
scaling, managed security, and performance optimization.
Bluehost
Website: http://www.bluehost.com
Features: Bluehost is highly recommended by WordPress.org, offering features like 1-
click WordPress installation, a free domain for the first year, and 24/7 support. It caters
to a variety of website sizes with shared, VPS, and dedicated hosting options.
SiteGround
Website: www.siteground.com
Features: SiteGround is known for its superior customer service and high-performance
hosting. Features include managed WordPress hosting, automated updates, daily
backups, and enhanced security. They also offer user-friendly tools and multiple data
centers.
WP Engine
Website: http://www.wpengine.com
Features: A premium managed WordPress host, WP Engine is known for fast and
secure hosting services. It includes daily backups, threat detection, and free SSL
certificates. Ideal for businesses requiring robust hosting solutions.
Kinsta
Website: kinsta.com
Features: Kinsta provides premium managed WordPress hosting emphasizing speed
and security. They leverage Google Cloud Platform and offer daily backups, free
migrations, and advanced security features.
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UNDERSTANDING WORDPRESS.COM VS.
WORDPRESS.ORG
One common confusion for beginners is the difference between WordPress.com and
WordPress.org. WordPress.org is the home of the free, open-source WordPress
software that you can install on your own web host. It offers full customization but
requires more hands-on management. On the other hand, WordPress.com is a hosting
service that offers a simplified version of WordPress, with hosting included. It's easier to
use but comes with limitations in terms of monetization and customization. Your choice
between the two will depend on how much control and flexibility you need over your site.
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Installation and Initial Setup on
a Managed WordPress Host
(Example: Cloudways)
INTRODUCTION TO MANAGED WORDPRESS
HOSTING
Step-by-Step Guide on Signing Up for Cloudways: To start with Cloudways, visit their
website and sign up for an account. You must provide basic information like your name,
email address, and password for account creation.
Overview of Cloudways Dashboard: Once signed up, you'll gain access to the Cloudways
dashboard. This user-friendly interface allows you to manage servers, applications, and
settings. It's designed for ease of use, even for beginners.
Click the link below if you need additional help with setting up on Cloudways.
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SELECTING YOUR SERVER AND APPLICATION
Choosing the Right Server: Cloudways allows you to select from various cloud providers
like DigitalOcean, Linode, and AWS. Your choice should be based on your specific needs
such as expected traffic, server location, and budget.
How to Select WordPress as Your Application: In the Cloudways platform, you can easily
select WordPress as your desired application during the server setup process.
Understanding Server and Application Settings: When setting up, you'll encounter various
options like server size, location, and application settings. These should be selected
based on your website's expected requirements.
When you have signed up with Cloudways to create a server you will start with the
screen similar to that above.
Choose the latest version of WordPress. Above we chose 6.2.2 as it was the lastest. It
should be the version at the top.
Now give your application a name which might be your website name and your server a
name and assign it to a project.
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Now, you choose who your server will be with. Most people with a starter website
should choose DigitalOcean.
Next, you select the server size. If your website is new, choose the 1GB or 2GB option.
If your website is established and depending on the traffic, you would choose the 2GB
or higher.
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Last choose a city close to where your audience is and it will tell you the price for the
server.
Initial Login Using Credentials Provided by Cloudways: For the first login, use the
credentials provided by Cloudways. It's recommended to change these to your
personal preferences post-login for security reasons.
If you do have your WordPress website at another host and wish to migrate it to
Cloudways we recommendfollowing the instructions at Cloudways using their cloudways
migratory which makes it very simple.
https://support.cloudways.com/en/articles/5133559-how-to-use-cloudways-wordpress-
migrator-plugin
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POINTING YOUR DOMAIN TO YOUR CLOUDWAYS
SERVER
Guide on Linking Your Domain to the Cloudways Server: To link your domain, you need to
update your DNS settings to point to your Cloudways server IP address.
if you have never done this before we recommend talking with the support team at
Cloudways who are amazing and provide excellent support and they can help you with
this.
In addition, they have a detailed article (which covers what we will touch on below) at
https://support.cloudways.com/en/articles/4805075-how-do-i-take-my-website-live-
from-cloudways
Setting Up DNS Records for Your Domain: This involves configuring A records in your
domain registrar's panel to direct your domain to your Cloudways server.
Importance of SSL for Security and SEO: SSL certificates are crucial for website security
and are also a ranking factor in search engine optimization (SEO).
Configuring WordPress Reading and Writing Settings: Adjust the Reading and Writing
settings in WordPress to control how your content is displayed and managed.
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EXPLORING CLOUDWAYS ADDITIONAL FEATURES
Introduction to Built-in Cloudways Features: Cloudways offers built-in features such as
advanced caching, enhanced security measures, and automated backups, which are
crucial for maintaining and optimizing your WordPress site.
How to Utilize These Features for WordPress Optimization: These features can be
accessed and configured via the Cloudways dashboard, enabling you to optimize your
WordPress site for performance, security, and efficiency.
WordPress Dashboard
Overview
UNDERSTANDING THE WORDPRESS ADMIN
DASHBOARD
The WordPress Admin Dashboard is the control center for your website, where you
manage content, appearance, functionality, and settings. It's a user-friendly interface
designed to give you quick access to all the tools and options needed to manage your
site effectively.
Upon logging in, you'll be greeted by the Dashboard home, which provides an overview of
your site's activity, including recent posts, comments, and site health.
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NAVIGATING THROUGH DIFFERENT SECTIONS
Posts: This section is where you create, edit, and manage your blog posts. It includes
features for categorizing and tagging posts, as well as setting up featured images.
Pages: Similar to posts, but typically used for static content like 'About Us', 'Contact', or
'Home' pages. Pages do not use categories or tags.
Comments: Here, you can moderate comments left on your posts and pages. This
includes approving, replying to, editing, marking as spam, or deleting comments.
Appearance: This section allows you to customize the look and feel of your site. You can
select and customize themes, manage widgets, create menus, and sometimes edit your
site's CSS depending on the theme.
Plugins: Plugins extend the functionality of your WordPress site. In this section, you can
install, activate, deactivate, update, and delete plugins.
Users: Manage the people who can access your WordPress dashboard. Here, you can
add new users, assign roles, and edit user information.
Tools: This section provides tools to perform certain non-routine management tasks, like
importing or exporting content, and sometimes special features added by plugins.
Settings: This is where you configure the global settings for your site, including site title,
tagline, URL, email, timezone, and more. It also includes settings related to reading,
writing, discussion, media, and permalinks.
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Theme Selection and
Customization
CHOOSING A THEME
Selecting the right theme is crucial as it dictates the visual appearance and layout of
your website. When choosing a theme, consider factors like your website's purpose,
desired aesthetic, functionality needs, and load speed. The WordPress theme directory
offers a wide range of free themes, while numerous premium themes are available from
third-party developers.
Functionality vs. Design: Look for themes that not only appeal visually but also provide
the necessary functionality. For example, a portfolio website might need a theme that
highlights images, whereas a blog would benefit from a text-focused layout with easy
readability.
Compatibility and Updates: Ensure the theme is compatible with the latest version of
WordPress and regularly updated by the developers for security and functionality.
Reviews and Ratings: Check user reviews and ratings to gauge the theme's
performance and support quality.
Widgets: Widgets are small blocks that perform specific functions. You can add these
to designated areas like sidebars or footers. Access them through 'Appearance'>
'Widgets'.
Menus: Create and manage navigation menus by going to 'Appearance'> 'Menus'. You
can set menu locations and add items like pages, categories, and custom links.
Custom CSS: For more specific customizations, some themes allow you to add custom
CSS directly via the Customizer. This is useful for advanced users who want to tweak
the theme's default styling.
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RESPONSIVE DESIGN CONSIDERATIONS
Mobile Responsiveness: Ensure the theme is mobile-responsive. This means it should
automatically adjust its layout and content to fit different screen sizes, from desktops
to smartphones.
Testing on Different Devices: Test the theme on various devices and browsers to
ensure compatibility and a consistent user experience.
Speed and Performance: Responsive design isn't just about visual adjustment; it also
involves ensuring that your site loads quickly and efficiently on all devices. Opt for
themes that are optimized for speed and performance.
Plugin Management
FINDING AND INSTALLING ESSENTIAL PLUGINS
Plugins extend the functionality of your WordPress site, allowing you to add new
features and optimize performance. The process of finding and installing the right
plugins is key to enhancing your website.
Using the WordPress Plugin Directory: Access the plugin directory by navigating to
'Plugins'> 'Add New' in your WordPress dashboard. Here, you can search for plugins by
name or functionality and read reviews and ratings.
Installing Plugins: Once you find a plugin, click 'Install Now' and then 'Activate' to use it.
Some plugins may require additional setup or configuration after activation.
Premium Plugins: For more advanced features, consider purchasing premium plugins
from third-party developers. These often come with dedicated support and more robust
functionality.
Regular Updates: Keep your plugins updated to ensure security and functionality.
Updates can be managed from the 'Plugins' section of your dashboard. They often
include security patches, bug fixes, and new features.
RECOMMENDED PLUGINS FOR BEGINNERS
SEO Plugins (e.g., RankMath, Yoast SEO, All in One SEO Pack): These plugins help
optimize your website for search engines. They can assist with creating SEO-friendly
content, generating sitemaps, and improving your site's overall SEO.
Security Plugins (e.g., Wordfence, Sucuri): Security plugins protect your site from
hacking attempts, malware, and other security threats. They often include features like
firewall protection, security scanning, and monitoring. Check with your managed host
as some provide security without needing a plugin. For example Cloudways
installsplugin on setup called “Bot Protection” which provides security.
Caching Plugins (e.g., WPRocket, W3 Total Cache, WP Super Cache): Caching can
significantly improve your website's loading times. These plugins generate static HTML
pages of your site, reducing the server processing load and speeding up page delivery
to visitors. Could you check your host as many now include these so you won't need a
plugin? For example Cloudways provides a plugin called Breeze which does all the
caching functions these otherplugins provide.
Backup Plugins (e.g., UpdraftPlus, BackupBuddy): Regular backups are essential. These
plugins automate the process of backing up your website, ensuring you have a recent
copy in case of any issues. Note that a quality-managed host like Cloudways will
provide this functionality without a plugin.
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Automated Backup Solutions: Managed hosting solutions like Cloudways typically
include automated backup systems. These systems ensure that your website data is
regularly backed up, providing peace of mind and data security.
Configuring Backup Settings: On platforms like Cloudways, you have the flexibility to
configure your backup frequency and retention period. This can usually be done easily
through the hosting dashboard, allowing you to set how often backups are created and
how long they are stored.
Restoring from Backups: If you need to restore your website, managed hosting
services typically provide a straightforward process to revert your site to a previous
state. This can be a crucial feature in case of data loss or website issues.
Advantages over Backup Plugins: While backup plugins are helpful, integrated backup
solutions provided by your hosting service are often more reliable and less resource-
intensive. They are designed to work with your specific server architecture, providing
optimized performance and reducing the risk of compatibility issues.
Contact Form Plugins (e.g., Contact Form 7, WPForms): For interaction with visitors,
contact form plugins allow you to add and manage forms on your site easily.
Page Builder Plugins (e.g., Elementor, Beaver Builder): For those who want more
control over their site design without coding, page builder plugins provide a drag-and-
drop interface to create custom layouts.
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Creating Content
ADDING AND EDITING POSTS
Adding New Posts: In your WordPress dashboard, navigate to 'Posts'> 'Add New'. This
opens the post editor where you can begin writing your content, adding titles, and
inserting media.
Editing Posts: To edit existing posts, go to 'Posts' and click on the post you want to
edit. You can make changes directly in the post editor. Remember to save or update
the post after making changes.
Using Post Formats: WordPress offers different post formats like standard, image,
video, quote, etc., depending on your theme. These formats help you present content
in different styles.
Editing Pages: To modify an existing page, navigate to 'Pages' in the dashboard and
select the page you wish to edit. After editing, ensure you click 'Update' to save
changes.
Working with Blocks: Each piece of content (text, image, video, etc.) is added as a
block. You can easily rearrange blocks by dragging and dropping, and customize each
block with its own settings.
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ADDING MEDIA (IMAGES, VIDEOS)
Inserting Media: In the Gutenberg editor, use the 'Add Block' button to insert media
blocks. You can upload files or choose from the media library.
Media Settings: After adding media, you can adjust settings like alignment, size, and
captions. For videos, you can also embed videos from platforms like YouTube or Vimeo
using the appropriate blocks.
Utilizing Tags: Tags are similar to categories but are generally used to describe your
post in more detail. Add tags in the post editor or under 'Posts'> 'Tags'.
Installing and Activating the Plugin: Install your chosen plugin via the 'Plugins'> 'Add
New' section in your WordPress dashboard. Search for the plugin, install it, and then
activate it.
Initial Configuration: Upon activation, most SEO plugins will guide you through a setup
wizard to configure basic SEO settings for your site. This includes site type, search
engine visibility, and other essential features.
Using SEO Analysis Tools: These plugins typically include analysis tools that
recommend improving your SEO on individual posts and pages. They often cover
aspects like keyword density, meta descriptions, and readability.
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OPTIMIZING POSTS AND PAGES FOR SEO
Focus Keyword: For each post or page, choose a focus keyword or phrase. This is the
main term that you want your content to rank for in search engines.
Title and Meta Description: Write a compelling title and meta description for each post
and page. These are displayed in search results and can influence click-through rates.
Image Optimization: Use descriptive file names and alt text for images. This not only
helps with SEO but also accessibility.
Internal Linking: Link to other relevant posts and pages within your site. This helps
search engines discover more of your content and understand the structure of your
website.
Implementing Security Plugins: Use security plugins like Wordfence or Sucuri for
added protection. These can help with firewall protection, malware scanning, and
blocking potential threats.
SSL Certificate: Ensure your site has an SSL certificate to encrypt data transfer. This is
especially important for sites handling sensitive information. Most managed WordPress
hosts, like Cloudways, offer an easy way to implement SSL.
Limit Login Attempts: Use plugins or server settings to limit login attempts and prevent
brute-force attacks.
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SETTING UP BACKUPS
Automated Backup Solutions: If your hosting provider, like Cloudways, offers
automated backups, ensure they are configured properly. Set the frequency of
backups according to your website's update frequency.
Optimizing Database: Over time, your WordPress database can become cluttered. Use
a database optimization plugin or perform regular database cleanups to maintain
efficiency.
Checking Broken Links: Use a plugin to monitor and fix broken links. This helps improve
user experience and SEO.
Staging Environment for Major Updates: For major updates, consider using a staging
environment. This allows you to test updates without affecting your live site.
Automated Update Features: Utilize automated update features provided by your host
or through WordPress settings for minor updates to ensure your site is always running
the latest software.
Backup Before Updating: Always back up your website before performing updates.
This ensures you have a recent copy to restore from in case an update causes issues.
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Troubleshooting Common
Issues
IDENTIFYING AND RESOLVING COMMON
WORDPRESS ERRORS
White Screen of Death (WSOD): This issue can be caused by plugin or theme conflicts,
or PHP errors. To resolve it, try deactivating all plugins and switching to a default
theme. If this fixes the issue, reactivate each one by one to identify the culprit.
Admin Dashboard Lockout: This may occur due to a plugin or theme error. Access your
site via FTP and deactivate the plugin or theme directory by renaming it.
Slow Website Performance: Optimize images, use caching, ensure your hosting is
adequate, and consider using a content delivery network (CDN).
WordPress Forums: A great place for getting help with common WordPress issues.
The community is active and knowledgeable.
Developer Resources: For more technical issues, resources like Stack Overflow or the
WordPress Codex can be helpful.
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Recap of Key Steps
This guide has walked you through the essential steps of starting with WordPress, from
understanding hosting options and setting up your website to creating content,
optimizing for SEO, ensuring security, and performing regular maintenance. We've also
covered how to troubleshoot common WordPress issues, providing you with a
comprehensive foundation to manage your WordPress site effectively.
Stay Curious: The world of WordPress is vast and constantly evolving. Keep exploring
new features, plugins, and themes.
Join the Community: Engage with the WordPress community through forums, social
media, and local meetups. It's a great way to learn and stay updated.
Keep Learning: WordPress offers endless possibilities. Whether it's through online
courses, webinars, or blogs, continue educating yourself to make the most of this
powerful platform.
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