Initial WordPress Setup
Choose your host & sign up for a plan
The first step is to choose a hosting provider so you can “lease” a space on the internet for your new WordPress site to live. Choosing a good, reliable host is crucial because it will impact your website’s speed, accessibility, security, etc. We highly recommend SiteGround, BigScoots, and WPEngine. All three of these hosts offer WordPress specific hosting, One-Click-WordPress installations, stellar customer support, and budget-friendly pricing. The majority of our clients only need the basic shared hosting plan with these providers, but if you’re confused on which plan/features to choose, let us know and we can advise!
Choose your new URL & install WordPress.org
After signing up with your new host, you’ll be guided through the process of choosing your domain name/url and installing the latest version of WordPress.org. From there, you’ll be given the details on how to log in to your new WordPress admin dashboard. Note: If you get stuck at any point or are not tech-savvy, just reach out to your host’s support team. They should be able to take care of this initial setup for you for no additional charge!
Upload your new theme
Once you’ve logged into the dashboard area of your new WordPress site, simply follow the step-by-step guide for your specific Ready-Made theme.
- Add new pagesTo create a new page, go to WP Dashboard > Pages > Add New. Now, you can enter a page title and add content. Here you also have the option to choose your page’s template located in the right sidebar under “Page Attributes”. Once selected, this will change the content fields on the editor to match the page layout
- Add new postsTo add a new blog post go to WP Dashboard > Posts > Add New. Within the post editor you can change the slug (url), select categories and tags, and add a featured image. You can save posts as drafts, publish immediately, or choose to schedule posts.
- Add new work/portfolio itemsTo add a new work/portfolio post go to WP Dashboard > Work (or “Portfolio” if using Charley theme) > Add New. Within the post editor you can add a title, featured image, and content. You can save posts as drafts, publish immediately, or choose to schedule posts.
- Set up your navigation menuYou can setup your menu in WP Dashboard > Appearance > Menus. You can select a pre-existing menu to edit, or create a new menu and assign it’s location with the checkbox below before saving. You can add pages and posts to your menu, links to other sites, and category links with the “Add Menu Options” on the left. A submenu can be added as a drop down by dragging a menu item to the right so that it is nested below a parent menu item, you can reorder menu items by dragging and dropping them into the desired order.
- Set up your contact form
To access your contact form and/or create new forms for your site go to WP Dashboard > Forms. Here you can edit notification settings, confirmations, form fields, etc. For more information on how to use Gravity Forms, view the full documentation here.
To connect a signup form to your subscription provider (ie, Mailchimp, ConvertKit, etc) go to Forms > Add-Ons and search for your provider’s add-on. Once the add-on is installed and activated, go into the form settings to connect the feed.
- Activate WooCommerceTo activate WooCommerce on your site, go to Dashboard > Plugins > Add New, and search for the WooCommerce plugin. Install & activate the plugin and then follow the WooCommerce prompts from there to get your shop setup.