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Most of those plugins, though particularly the premium plugins, will evolve overtime. We hope that the website Guide page is a helpful place to centralise How To information about all of the elements that make the website work. It is inevitable that over time some instructions on the Guide page will become outdated.
As a rule we aim to update the Guide page whenever we notice such changes occur and updates are necessary. The Guide page is an editable page like any other, so please make it yours and use it to record any operational changes you notice too.
If you want to jump right in, here are your quick start essentials
Anytime you need web questions answered, or need help completing tasks on your website, remember you can email us at service@om4.com.au
Take 5 minutes to regularly review your website operations to reduce the risk of errors affecting your business.
Are you anticipating stock outages? Is your payment gateway working and are shop payments completing successfully? If you have booking systems or enquiry forms, are you receiving all of your customer requests?
Know the important ways customers interact with you through your website and test those pathways. Set regular diary entries for testing and assign the tasks to a team member to complete.
Do you have important though irregular events that are essential to your business? Are there seasonal peak ordering periods or do you send occasional news blasts with special offers? Anticipate the impact of these events and be ready for sudden increases in website activity.
Step 1: Is the website up to date? (dashboard check)
Step 2: Does the website present correctly? (visual check)
Step 3: Can the website process enquiry forms and notify you? (form check)
Step 4: Can the website process online payments and notify you? (payment check)
Step 5: Are your signups and social links correct? (newsletter subscriber and social media check)
Squash Spam: Akismet premium spam filtering for forms and comments.
Advanced Forms: Gravity Forms for premium editable forms.
Powerful Information Filtering: Toolset plugin allows for custom site databases and filtering.
Friendly Dashboard: Admin Columns Pro for configurable dashboards.
WooCommerce Premium Shipping Extension: Table Rate Shipping.
To update the main areas of content on your website:
From your WordPress dashboard, use the WPEngine, Staging item to copy your current production website across to your staging site. Get the link and login into it using your normal user id. You can make changes in Staging without affecting production. Use it as a practice ground, or if you want to make a set of changes, you can then copy the Staging site back over to Production.
You can also use Staging to try out new plugins or test updates before they are run on your Live site
Your WordPress website requires regular updates for plugins. It is recommended you know how to create backup points so you can restore your Live website to a prior backup if needed. You can also create a Staging site (a complete copy of your Live website) so you can try out new plugins or test updates before they are run on your Live site.
The process of updating theme and plugins is described in full in this article Updating Themes and Plugins, step by step in the Staging Environment.
If you are updating the WooCommerce plugin, it is suggested that you first update all other plugins, then update WooCommerce last.
It is recommended you regularly, and definitely after upgrading your website, purchase a product from your website. Make a full payment so you can see the payment gateway working correctly, and all email notifications work correctly. You can use the test coupon code to reduce the payment amount by 99%.
If you do, we recommend a regular testing schedule to ensure your forms continue working as expected. It is also sensible to test before any one off promotions or events that could bring extra customer activity to your website.
Your website uses the Gravity Forms plugin. Gravity forms allows you to have a confirmation message appear after a web visitor completes a form, and it allows email notifications about the form submission to be sent to one or more of your own email addresses. Some websites are set up to send a confirmation email to the web visitor too.
Is everything operating as expected? If you have any concerns or questions please contact service@om4.com.au
The function of this log is to record each email sent to or from you website.
You will be using Campaign Monitor or MailChimp to create your newsletter. The subscription form may come from your newsletter provider, or from Gravity Forms.
Either way, testing is similar.
Is everything operating as expected? If you have any concerns or questions please contact service@om4.com.au
Prepare the following types of images to the required sizes before uploading to your website:
WordPress Image Editor: Crop or resize images after uploading using Dashboard, Media Library and clicking the Edit Image link. There are videos showing how to use this editor under Dashboard, Manual, Videos.
Advanced Image Editor: Edit images before uploading using the Canva image editor.
Learn more about image optimisation: How Image Optimisation affects your website
Your website uses the WordPress CMS with a front-end Page Builder.
To learn more about your Page Builder:
These are the saved rows and modules available to reuse on your site.
Dashboard > Templates > Saved Templates
Or follow the link here
Notice some rows and/or modules are global. A global row/module also appears as a gold colour when hovered over in Page Builder. Edits to a global row/module on one page will automatically appear anywhere the row/module appears on the website. All other rows/modules are a blue colour and are standard. Edit a standard row/module and the change appears only on the page on which you’re working.
Please Note: Do not delete global rows
If you have elected to have Google Analytics and Google Search Console configured for your website, you can review the details as follows:
Administrator & Editor Access
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