How to Create a Questionnaire in WordPress (Easy Way)

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Do you want to create a questionnaire in WordPress to survey your visitors or collect data?

Getting feedback on your products or simply learning more about your users can help your business to succeed.

In this article, we will show you how to easily create a questionnaire in WordPress, step by step.

The easy way to create a questionnaire in WordPress

Why Create a Questionnaire in WordPress?

Creating a questionnaire is a great way to learn more about your audience. This lets you tailor your content to their needs. You can also use the results to create or modify the products / services that will be most helpful to your audience.

There are several survey tools that you can use outside your website, but having your questionnaire on your website itself means you have full control over how it’s displayed. Plus, it’s more familiar and reassuring for your audience.

That being said, let’s take a look at how to easily add a questionnaire to your WordPress site.

Creating a Questionnaire Form in WordPress

For this tutorial, we’ll be using WPForms to create a questionnaire.

WPForms is the best forms plugin for WordPress and allows you to easily create any kind of forms using a simple drag and drop form builder.

First, you need to install and activate the WPForms plugin on your WordPress site. For more details, see our step by step guide on how to install a WordPress plugin.

Note: You’ll need the Pro version of the plugin to get the features that we will use in this tutorial.

Upon activation, you need to visit the WPForms » Settings page in your WordPress admin area to enter your license key. You’ll find the license key under your account on the WPForms website.

Entering your license key for WPForms

Now, it’s time to move on and create your questionnaire.

Creating a Questionnaire Using WPForms’ Survey and Polls Feature

WPForms’ powerful surveys and polls addon lets you create questionnaires easily. It also produces beautiful visual graphs of the results.

First, visit the WPForms » Addons page to install the Survey and Polls addon. Use the search bar to find it, then click the Install Addon button.

Installing the Survey and Polls addon for WPForms

Next, go to WPForms » Add New to create a new form. First, type in a name for your form at the top of the screen:

Naming your questionnaire in WPForms

There are 4 different pre-built survey form templates to choose from. These are the Poll Form, the Survey Form, the NPS Survey Simple Form, and the NPS Survey Enhanced Form.

We are going to use the Survey Form for our questionnaire.

Select the Survey form template in WPForms

After you select the template, it will open up in the WPForms editor.

The Survey template in the WPForms editor

We recommend that you edit the questions to make them appropriate for your audience and needs. We are going to use the form to gather customer feedback on products and delivery.

To edit any field, simply click on it. The editing view will then open up on the left-hand side of your screen. Here, we are editing the Name field at the top. We changed the format to ‘Simple’ using the dropdown.

We also made it optional by unchecking the ‘Required’ box.

Editing the Name field in our WPForms questionnaire

The ‘How can we improve?’ box only appears if the user rates their experience as 1 star or 2 stars.

We’re going to add a new feedback box that will appear if the user rates their experience as 3 or 4 stars. To do this, simply bring your mouse cursor over the ‘How can we improve?’ box then click the Copy button:

Clicking the button to copy a field in WPForms

Next, WPForms will check that you want to duplicate the field. Go ahead and click the ‘OK’ button to continue:

Click the OK button to go ahead and duplicate the field

Now, you can edit your new field on the left-hand side of the screen. We have changed the label, which appears above the box. We also changed the description, which appears below the box:

Editing the new feedback box that you've created in WPForms

You also need to set the conditional logic for this field. To do that, click the Conditionals tab. Then, set the numbers to 3 and 4 instead of 1 and 2:

Opening up and editing the conditional logic for the field in WPForms

Finally, we are going to edit the ‘How satisfied are you with’ Likert scale. A Likert rating scale is a 5 or 7 point scale that is often used to measure satisfaction or attitudes.

Again, simply click on the field to edit it. Then, change the labels of the rows or columns to the text you want to use.

We are going to change the labels of the rows to make them more specific:

Editing the options on the Likert satisfaction scale

Go ahead and make as many changes to the form as you like. Don’t forget to click the ‘Save’ button at the top of the screen:

Save the customer feedback form after editing

Setting Up Notifications for Your Questionnaire

WPForms will send each completed questionnaire to the business email address that’s set in your website settings. It’s easy to change this by going to Settings » Notifications.

Simply delete the {admin_email} in the ‘Send To Email Address’ box and enter the email address you want to use instead:

Changing the email address that the questionnaire is sent to

Tip: Not sure what your WordPress administration email is? Go to Settings » General and check what is listed in the ‘Administration Email Address’ box.

Don’t forget to save your questionnaire after making any changes.

Adding Your Questionnaire to Your Website

You can add your questionnaire to any post or page on your website. You can even add it to your sidebar.

To add your form to a page, edit your page or go to Pages » Add New to create a new one. Then, click the + button to add a new block. Select the ‘WPForms’ block:

Add a WPForms block to your page in WordPress

Next, simply click on the dropdown and select your questionnaire form.

Select your questionnaire from the dropdown list

Now, simply preview or publish your post to see the form live on your WordPress website:

Your finished questionnaire live on the website

Creating a Questionnaire Using Conversational Forms

You can also use WPForms’ conversational forms feature.

A conversational form is an interactive form that flows like a conversation. Users answer a question and it automatically shows them the next one.

It makes longer forms like a questionnaire easier to fill out and reduces form abandonment.

Conversational forms example

First, you need to go to WPForms » Addons in your WordPress admin. Then, search for and install the Conversational Forms addon:

Installing the conversational forms addon in WPForms

After that, go to WPForms » Add New and create a new form using the instructions in the previous method.

If you already created your form, then simply go to WPForms » All Forms page and click on it to edit it:

Editing your questionnaire form in WPForms

Now, we are going to convert your form into a conversational form. First, go to the Settings » Conversational Forms tab. Then, simply check the ‘Enable Conversational Form Mode’ box.

Enabling conversational form mode for your questionnaire form

You will then see a number of extra options to fill in. Conversational forms can’t be embedded in a post or page, so you need to give your form a title here. You can also write any text that you want to display above the form:

Entering a title and message for your conversational form

WPForms will automatically create a URL for your conversational form based on the form’s name. If you want to change this, simply type in a different URL here.

Optionally, you can also upload a header image, choose a color scheme, and change the Progress Bar style.

Editing the other options for your conversational form

Once you are happy with your form’s settings, don’t forget to click the ‘Save’ button at the top of the screen:

Make sure you save your conversational form before moving on

Now, click the ‘View’ button next to the permalink for your form to see it live on your site:

Click the button to view your conversational form live on your site

The customer simply clicks the Start button to begin the form.

The conversational questionnaire - user clicks the Start button to begin

They can then enter their responses one question at a time. The questions that aren’t active will be faded out until the customer moves to them.

The questions displaying on the conversational questionnaire

The sticky progress bar at the bottom of the screen will show how far through the form the customer is:

WPForms will show the user how far through the questionnaire they are, using the progress bar

That’s it. You’ve successfully created your conversational questionnaire.

Viewing the Results from Your Questionnaire

Whether you created a regular survey or a conversational form, the process for viewing the results is the same.

Each questionnaire response will be emailed to the email address you set up under Settings » Notifications.

WPForms also stores all your survey results in your WordPress database. To view them, go to WPForms » Entries in your WordPress dashboard. Then, click on the name of your survey form:

Click on the name of your form to view the questionnaire results

You will then see some of the answers from your questionnaire. Simply click the ‘View Survey Results’ button to view all the questionnaire results.

Click the View Survey Results button to see all the graphs and charts from your questionnaire results

WPForms will automatically create graphs and charts to make it easy to interpret the results:

Two of the charts that WPForms has automatically created from the questionnaire results

It’s easy to export any of the graphs as a PDF or JPG. You can even print them to share with others in your organization. Just click the ‘Export’ link next to any item and choose from the dropdown menu:

Exporting a chart from the questionnaire using the Export dropdown for that question

You can also download all your results as a CSV file. Just click the ‘Export All (CSV)’ button near the top of the page to download all the results:

Exporting all answers from the questionnaire as a CSV file

If you want to view the questionnaire answers from individual customers, then click the ‘Back to All Entries’ button at the top of the screen:

Going back to view all the entries for the WPForms questionnaire

Next, scroll down to the table at the bottom of the screen. Click the ‘View’ button for the entry you want to see:

Viewing individual answers to the questionnaire

You will now see all the answers submitted by that person.

Viewing the details of one submitted survey response

We hope this article helped you learn how to create a questionnaire in WordPress. You might also enjoy our articles on the best email marketing services and how to start an online store.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Create a Questionnaire in WordPress (Easy Way) appeared first on WPBeginner.

7 Tips on Choosing WordPress Themes for Your Website

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In 2020, a whopping 35% of the Internet is powered by WordPress, which means over 455,000,000 websites are using WordPress as their platform. The reason why WordPress is so popular is because of its ease of installation, ability to customize everything, its safety features, and ease of use for beginners. One of the most distinctive features […]

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PublishPress Review – Content Planning System Every Blogger Needs

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If you are a blogger or an affiliate marketer or a site owner that is looking for a content planning system that can streamline their site content, then you are reading the right review. Source: PublishPress website Introducing PublishPress Plugins PublishPress is a great plugin for WordPress teams to easily manage the workflow and organize content […]

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How to Organize WordPress Files in Media Library Folders

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Do you want to organize WordPress files in the media library folders?

By default, WordPress automatically creates folders in the media library based on year and months. However, some users may want to create their own custom folders for different media files.

In this article, we’ll show you how to easily organize WordPress files in custom media library folders.

Organizing your media library folders in WordPress

Why Organize Your Files in Media Library Folders?

Normally, WordPress stores all your images and other media files in the /wp-content/uploads/ folder. To keep it structured, all files are stored in folders organized by year and month.

https://example.com/wp-content/uploads/2020/07/

This works perfectly for most websites. However, some users may want to get better control on how WordPress stores media files.

For instance, a photography website may want to organize WordPress images by topic, location, or event folders. Similarly, a portfolio website may want to organize their media uploads by type, client, industry, and more.

This allows them to easily browse their media files. At the same time, it improves image SEO, as you can now add keywords in your image file URLs which makes URLs more meaningful.

Having said that, let’s take a look at how to easily create folders to organize your WordPress media files.

How to Organize Your WordPress Files in Media Library Folders

First, you need to install and activate the Media Library Folders plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Note: The free version of the plugin only lets you create up to 10 folders. You will need to upgrade to the pro version if you want to make more.

Upon activation, the plugin will add a new menu item labeled ‘Media Library Folders’ in your WordPress admin sidebar. Clicking on it will open plugin’s folder view showing all the folders inside your WordPress upload directory.

The Media Library Folders page within your WordPress dashboard

From here, you can create new folders and add files to them. You can also move, copy, rename, or delete your files.

We’re going to create some new folders and add images to them.

To create a new folder, simply click the ‘Add Folder’ button and then type in the name you want to use for that folder.

Tip: You cannot use spaces in folder names. Instead, use hyphen or underscore to separate words if needed.

Adding a new folder using the Media Library Folders plugin

It’s also possible to make subfolders within folders, if needed. To create subfolders, simply click on the parent folder to select it, and then click on the ‘Add Folder’ button.

Adding a subfolder using Media Library Folders

We created two subfolders for our ‘Landscape-Photos’ folder. They are ‘Forests’ and ‘Mountains’. To view a subfolder, you need to click on the small arrow to the left of the main folder:

Click the small arrow to expand a folder to see the subfolders

To add files to your folders, simply click on the folder then click the ‘Add File’ button. After that, go ahead and upload as many files as you want.

Uploading files using the Media Library Folders plugin

Once you’re done uploading files, you’ll see them on the screen as thumbnails with the filename below:

The uploaded images showing in the Forests folder

It’s easy to add your uploaded files to your posts or pages. You can add them just like any other files that you’ve uploaded to the media library:

Viewing the uploaded images in the Windows Media Library

Moving and Copying Your Files in Media Library Folders

What if you need to move a file to a different WordPress media library folder? It’s easy to move it or copy it using Media Library Folders.

Moving an Image to a New Folder in the Media Library

To move an image or any other file, simply check that the move/copy toggle is set to ‘Move’ and then drag the image to the correct folder.

Tip: Your mouse pointer should be on the new folder, as shown below. The small thumbnail of the image is just showing you what you’re moving, not where you’re moving it to.

In this example, a mountain image was incorrectly placed in the Forests folder. We are moving it to the Mountains folder.

Moving an image into the Mountains folder

Copying an Image to a Different Folder in the Media Library

To copy an image, set the move/copy toggle to ‘Copy’, then go ahead and drag the image as before. Here, we are copying an image of a bird and flower, so that it’s in both the ‘Bird-Photos’ and the ‘Flower-Photos’ folders.

Copying a photo so that you have it in two folders

This time, your original image will stay in place. Your image will be duplicated so that it can be present in both folders.

Renaming Files and Folders in Media Library Folders

You can easily change the filename with the Media Library Folders plugin. First, find the file you want to change and click the checkbox below it. Next, click the ‘Rename’ button at the top of the screen.

After that, type in the filename you want to use. Image filenames can have a small impact on your WordPress SEO, so it’s recommended to use keywords within them. Here, we’ve changed the file name for a post on inspiring forest images:

Changing the file name of an image using the Media Library Folders plugin

You cannot rename or move a folder in Media Library Folders. However, it’s possible to create a new folder, move all the images into it, then delete the old folder.

To delete a folder, right click on it, and then click ‘Delete this folder?’ button. Here, we’ve moved the forest images into a new folder called Woodlands, and we’re deleting the Forests folder:

Deleting a folder using the Media Library Folders plugin

You’ll then see a message prompting you to confirm. Click ‘OK’ to continue and the folder will be deleted. You’ll no longer see it in the list:

The Forest folder has now been deleted

Tip: You may see the message ‘This folder is not empty and could not be deleted’ even though the folder looks empty. Simply click the ‘Sync’ button. WordPress may have created additional versions of your images that need deleting. After syncing, you’ll be able to review and delete those images.

Click the Sync button to check for other files in the folder

We hope this article helped you learn how to organize WordPress files in media library folders. You might also want to check out our articles on fixing common image issues in WordPress and other must have WordPress plugins for business websites.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

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4 Tips on Building an Effective Intranet Website Using WordPress

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Communication is the glue that keeps teams and organizations together. When communication is done correctly, team members can work seamlessly with each other, and the organization as a whole can grow exponentially. More and more businesses are now setting up their own intranet website to allow team members to share information and documents, communicate with […]

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How to Easily Hide Widget Title in WordPress

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Do you want to hide the title of a WordPress widget in your sidebar or footer?

WordPress widgets make it easy to drag and drop dynamic content into your theme to create unique layouts. However if you need to hide the widget title, then it typically requires coding knowledge of CSS and HTML.

In this article, we’ll show you how to easily hide the widget title in WordPress (without any code).

Hiding widget title in WordPress

Why Hide Widget Title in WordPress?

WordPress displays a default title for widgets, and it also allows you to rename them if you want. Most top WordPress themes will then display this title in the sidebar on your site.

Widgets titles displayed in sidebar

However, sometimes you may not want to display the widget title in the WordPress blog sidebar. By default, there is no built-in option to simply switch off widget titles.

That being said, let’s take a look at how you can easily hide the widget title in the WordPress sidebar.

Hiding Widget Title in WordPress

First, you want to install and activate the Widget Options plugin. For more details, please see our complete guide on how to install a WordPress plugin.

Once the plugin is activated, head over to Appearance » Widgets area in your WordPress admin area. Next, drag and drop a widget to your sidebar or any other widget-ready area on your site.

Drag and drop widget into sidebar

In this example, we’re going to remove the widget title ‘Search The Site’ from our search box in the sidebar.

Sidebar widget view

Simply click the arrow to open the widget and view the options to hide the title.

Hide widget title settings

Make sure you click on the ‘gear’ icon, and then check the box next to ‘Check to hide widget title’ and click the ‘Save’ button.

Now, when you view your site, the WordPress search box will appear without the widget title.

Widget title hidden on site

You can use this plugin to hide any widget title. The plugin also comes with multiple settings to hide or display titles based on page or post types and even screen sizes.

We hope this article helped you learn how to easily hide widget titles in WordPress. You may also want to check out our list of the most useful WordPress widgets for your site, and our comparison of the best drag and drop WordPress page builder plugins.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

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4 Different Types of Landing Pages and How to Use Them

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Most successful businesses create landing pages that are designed specifically for conversion and making a good first impression on customers. Landing pages are a significant Aspect of your website, and if you create your pages correctly, you can increase conversions by up to 300%. However, there are many different types of landing pages and all […]

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How to Setup Delivery Time Slots in WooCommerce (Step by Step)

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Have you ever needed to set up delivery time slots for your online store?

Creating delivery time slots allows you to keep up with customer demand for more convenient delivery. At the same time, it also allows you to create a more manageable schedule to match your delivery capacity.

In this guide, we’ll share our step by step process on how to easily set up delivery time slots in WooCommerce.

Setting up delivery time slots in WooCommerce

What are Delivery Slots and Why Set Them up in WooCommerce?

Delivery slots allow customers on an online store to select a specific time and date ‘slots’ for delivery.

This convenient delivery model allows customers to know exactly when they’re going to receive their goods, which in turn increases customer satisfaction and confidence in your brand.

For store owners, offering specific delivery time slots for customers can drastically reduce non-deliveries. As a result, you can save money on delivery costs and make your store more profitable.

On a smaller scale, offering delivery or collection slots to customers allows store owners to manage their schedule and optimize delivery times. They can complete more orders quickly and deliver them on-time.

With that in mind, let’s take a look at how to easily add delivery or collection time slots in WooCommerce.

Creating Delivery Time Slots in WooCommerce

For this tutorial, we’ll be using the WooCommerce Delivery Slots plugin. It is a powerful plugin that adds the essential date and time-based features to the default WooCommerce delivery functionality.

First, you need to install and activate the WooCommerce Delivery Slots plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Upon activation, you need to visit WooCommerce » Delivery Slots page in your WordPress dashboard.

Delivery slots menu

Next, you need to select the General Settings tab. From here you can change where to display the date and time fields and which shipping methods to offer.

Delivery slots settings

After that, switch to the Date Settings tab. On this screen, you can select the days of the week you’ll be offering delivery slots. You’ll also be able to add a maximum number of orders per day, set additional fees for same-day or next-day delivery, and more.

Delivery days

Now you can switch to the Time Settings tab to create your delivery time slots.

Time slot settings

Make sure to ‘Enable Time Slots’ is checked and scroll down to the ‘Time Slot Configuration’ section to customize.

Here you’ll be able to fill the Slot Duration and Slot Frequency fields to dynamically generate slots. You can also leave them empty to create a single time slot.

For this tutorial, we’re creating time slots every 30 minutes from 6 am – 10 am every day of the week. We’re also creating premium time slots every 30 minutes from 10 am – 12 p.m noon on Thursdays and Fridays which costs an extra fee.

Time slot configuration

Tip: WooCommerce Delivery Slots allows you to fully customize your time slots, so you can add additional fees for certain slots, offer slots only for specific shipping methods, and set the maximum number of orders per slot.

Once you’re done creating your delivery time slots, go ahead and click Save Changes.

On the checkout page, your customers will now be able to select a delivery date and time slot to suit them.

Delivery slots on the checkout page

Once the customer has selected their time slot and purchased their items, they’ll be presented with an ‘Order received’ page after checkout.

This page contains a confirmation of their order, and the time slot they selected which will also be confirmed in their order email.

Delivery details

Tip: Make sure your WooCommerce email notifications are working. See our guide on how to fix WordPress not sending emails issue to set up and test your email notifications.

As the store owner, you will be able to see the selected delivery date in the orders overview and details. You can also go to WooCommerce » Delivery Slots » Deliveries page to see all deliveries.

Upcoming deliveries

Creating a Reservation Table in WooCommerce

The WooCommerce Delivery Slots plugin also allows you to enable delivery reservation. This enables customers to reserve a delivery slot in advance.

Simply go to WooCommerce » Delivery Slots page and switch to the ‘Reservation Table’ tab.

Reserve time slots in advance

From here you’ll be able to adjust the settings for your table including setting limits on how long a reservation lasts before a purchase is made and changing its style to suit your store.

Once happy, click Save Changes and copy the shortcode [jckwds] at the top of this settings page.

You can now add this shortcode to any page in your site to allow customers to reserve their delivery time slot before purchase.

Adding reservation table for delivery slots

We hope this article helped you learn how to easily set up delivery time slots in WooCommerce. You might also like our list of the best WooCommerce plugins for your store and best email marketing services to grow your sales.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

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7 Tips for Negotiating a Work-from-Home Arrangement with Your Boss

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According to a 2019 LinkedIn survey, roughly half of employees work from home at least one day a week, while 82% want to have the option of doing so. There are plenty of companies that offer flexible work arrangements already, including Amazon, Lionbridge, Dell, Hilton, Working Solutions, Williams-Sonoma, Xerox, Salesforce, and American Express. Whether you’re […]

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What Is The Importance Of Having Backup And Disaster Recovery Plans For Small Business

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Living in a digital era, one can not afford to lose data at the hands of natural disasters, human error, or cyber-attack, which makes it necessary to have backup and disaster recovery plans. In short, these plans keep the businesses safe whenever any trouble occurs. Losing data for every business is bad, but the small […]

The post What Is The Importance Of Having Backup And Disaster Recovery Plans For Small Business appeared first on WPArena.

How to Edit a WordPress Homepage (Easily & Effectively)

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Do you want to create a custom homepage for your WordPress site?

By default, the WordPress homepage displays your blog posts, but you can edit it to show something different. For example, your homepage could be a landing page that highlights your products and services.

In this article, we’ll show you how to easily edit and customize your WordPress homepage.

How to Edit a WordPress Homepage (Easily & Effectively)

What Is the WordPress Homepage?

Your homepage is the ‘front page’ of your WordPress website. It’s the first page that shows up when a user visits your domain name.

For instance, if you type in www.wpbeginner.com into your browser, the page you land on is our website’s homepage, where you can see our latest blog posts:

The WPBeginner Homepage

Why Edit the WordPress Homepage?

If you’ve decided to create a blog, then it makes perfect sense to just show your blog posts on the homepage.

But what if you’re using WordPress to build a small business website or even to run an online store? In those cases, you may prefer to highlight your products or promotions on your homepage.

Here’s a business website homepage example from OptinMonster, the best WordPress popup plugin out there. Their site has a great blog, but that isn’t the focus of their homepage. Instead, they’ve got a really clear call to action.

The OptinMonster Homepage

Perhaps you’ve already tried to set a custom page as the homepage in WordPress, but you’re struggling to make it look right.

If that’s the case, then you’re in the right place.

We’re going to take you step by step through setting up a homepage and customizing it to match your needs. That way, you can make a great first impression and encourage your visitors to take the actions that are most important to your site’s mission.

That might mean buying a digital product from you, signing up to join your membership site, or donating to your fundraising campaign.

We’re going to cover a few different methods that you can use to create your custom WordPress homepage.

You can use these quick links to jump straight to the different parts of the tutorial:

Editing Your Homepage With the Theme Customizer

Some of the best WordPress themes will create a homepage design for you, and provide options so you can easily edit it.

You can find these options by visiting Appearance » Customize on the admin sidebar. This will launch the WordPress theme customizer with a live preview of your theme.

Using WordPress's Theme Customizer

The Theme Customizer will have different options for different themes. Your preview and the available options may look different depending on the theme you are using. We’re using the free Hestia theme in this example.

To edit any part of the homepage, simply click the blue pencil icon next to it. Here, we’re editing the image, text, and button at the top of the homepage.

Editing the Top Section of the Homepage in Hestia

Note: As soon as you make edits, they’ll be shown in the preview of your site. Those changes won’t be live on your site until you publish them.

If you want to remove a section from the homepage, then you just need to click the blue eye icon in the top left corner of that section.

Remove a Section of the Default Hestia Homepage

You can also remove sections and add them back in using the ‘Frontpage Sections’ tab.

Once you’re happy with your homepage, you need to click the ‘Publish’ button to make it live.

Click the Publish Button to Make Your Homepage Live

Here’s how our homepage looks, live on the website:

The Finished Homepage Live on the Website

Using your theme’s built-in options is the quickest way to set up your homepage. However, some themes may not have many options, or you may not be satisfied with how your homepage looks.

Don’t worry, there are plenty of other ways for you to edit your homepage and give it the look you want.

Editing Your Homepage With the Block Editor

The WordPress block editor is a simple way to create a custom homepage, although it’s limited by your theme’s design.

To use the block editor, simply go to the Pages » All Pages screen and edit the ‘Home’ page that you created earlier.

Editing the 'Home' Page With the Block Editor

Now you can start creating the content for your page.

In this part of the tutorial, we’ll be using a few simple blocks to create a basic homepage.

First, we’ll add a welcome message to the page. You can do this by simply clicking on the page to start typing. WordPress will automatically create a paragraph block for you.

Adding Text in the Block Editor

If you want to make the text larger, then it’s easy to do that in the block settings on the right hand side. Just click on one of the preset sizes, or you can click on the ‘Set custom size’ icon and type any size you like.

You can also change the color of your text, using the ‘Color’ options for the text or background.

Changing the Text Size in the Block Editor

Next, we’ll add an image to the page. You can do this by clicking the (+) symbol and then selecting the Image block.

You’ll find it in the Media section, or you can search for it using the search bar.

Adding an Image Block to Your Homepage

You can pick an image from your media library or upload a new one.

Next, we’ve added another paragraph block, with the text ‘Check out our latest posts here’.

We’ve then added a ‘Latest Posts’ block, which we’ve set to show the post excerpt and featured images, as well as the post titles. You can find out more about the Latest Posts block in our tutorial on displaying recent posts in WordPress.

Adding a List of Your Latest Posts to the Homepage

You can add as many blocks as you want to your homepage. You may also want to use a ‘full width’ or ‘no sidebars’ template for your page if your theme has one.

For example, when using the Astra theme, you can customize the layout of the page from the Astra Settings pane. Other themes may provide a section in the Document settings pane.

Removing the Sidebar From the Homepage

Once you’re happy with your homepage, you should click the ‘Update’ or ‘Publish’ button on the top right of the screen to push your changes live.

Here’s how our finished homepage looks:

Homepage Created With the Block Editor Live on the Site

What if you want to go further with your homepage? One option is to try some of these best block plugins for WordPress to add new functionality, such as a contact form, testimonials, reviews, and more.

Another great option is to use a more powerful theme builder or page builder for WordPress to create something that looks gorgeous and professional.

In the next parts of this tutorial, we’ll cover SeedProd, a theme builder, and Divi by Elegant Themes, a page builder.

Editing Your Homepage With a Theme Builder Plugin

The easiest way to edit your homepage is by using SeedProd. It’s the best WordPress theme builder plugin and can create beautiful website layouts and custom templates without writing any code.

You can use SeedProd to create a fully custom WordPress theme, including a custom homepage template.

Note: There is a free version of SeedProd, but you will need the Pro version to access the theme builder and edit the homepage template.

First, you need to install and activate the SeedProd plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Upon activation, you need to enter your license key. You can find this information under your account on the SeedProd website.

SeedProd license key

After that, you can use SeedProd to easily create a WordPress theme, including a completely custom homepage from scratch.

Creating a Custom WordPress Theme

You can create a new theme in SeedProd by navigating to the SeedProd » Theme Builder page. Here, you’ll use one of SeedProd’s ready-made themes as a starting point. This will replace your existing WordPress theme with a new, custom design.

You can do that by clicking the ‘Themes’ button.

Create your custom theme

You will be shown a list of professionally designed themes that are designed for different types of websites. For example, there are templates called ‘Modern Business’, ‘Marketing Agency’, and ‘Mortgage Broker Theme’.

Take a look through the options and select one that best matches your needs by clicking the checkmark icon. For this tutorial, we’ll choose the ‘Digital Strategy’ theme.

Select a Theme That Matches Your Needs

Once you have chosen a theme, SeedProd will generate all the theme templates you need. It will include a template for your static homepage, as well as one for your blog’s index page.

Editing the Homepage Template

SeedProd makes it easy to edit any of these templates using a drag and drop page builder.

Simply click the ‘Edit Design’ link found under the ‘Homepage’ template. This will open the template in SeedProd’s visual editor.

Click the 'Edit Design' Link Under the Homepage Template

This simple drag and drop builder will show a live preview of your page to the right and a toolbar on the left. You can add new blocks by dragging them onto the page, rearrange them by dragging them up and down with your mouse, and customize any block by clicking on it.

Notice that the template has already provided an attractive layout and added plenty of relevant content on the page. Now you just have to edit it to suit the purpose of your website.

When you hover your mouse over a block, a toolbar will appear.

The SeedProd Visual Editor

If you click on the block, then you can adjust its settings in the left pane.

For example, when you click on the headline, you can edit the text, change the alignment, alter the font size, and more.

SeedProd Settings for the 'Headline' Block

When you change a setting, you can immediately see it in the preview on the right.

For example, we’ll change the text to ‘All About WordPress’.

When You Edit a Block's Text, It Is Immediately Updated in the Preview

Once you’ve done this, you can click the ‘Blocks’ icon near the top of the settings page. This will return you to the Blocks view.

Next, we’ll edit the button text. You can click on the button labeled ‘What we do’ and edit the text to say ‘See the courses’.

Change the Button Text

Now we’ll scroll down our homepage until we come to the list of bullet points about the products and services you offer.

You can edit these in the same way, by clicking on a block and editing the text.

Edit List of Benefits

Your homepage should now look something like the screenshot below.

If you need to add more detail, then you can add another row of bullet points by clicking the blue ‘+’ icon at the bottom.

Add a Row by Clicking the + Icon at the Bottom

The SeedProd template may have included more sections than you can use. You can easily delete any blocks or sections you don’t need by simply clicking the trash icon.

For example, you can hover your mouse over the ‘Trusted By’ section of the homepage. Once the toolbar appears, you can click on the Trash icon to delete that section.

Delete a Block or Section by Clicking the Trash Icon

Near the bottom of the homepage there is a FAQ section. This was created using an Accordion block, which makes it simple to customize the questions and answers you want to include on your homepage.

When you click on the block, you are able to edit the text for each question and answer.

Editing the FAQ Section

Once you have finished customizing your homepage, make sure you click the ‘Save’ button at the top of the screen. Then you can return to the list of templates by clicking the ‘X’ icon.

As you can see, SeedProd’s templates, drag and drop interface, and useful blocks make it ideal for editing your website’s homepage. For even more ideas, take a look at our guide on how to create a landing page with WordPress.

Editing the Blog Index Template

You can edit your blog index template in a similar way. You can learn how to do this by visiting our guide on how to create a separate page for blog posts in WordPress.

Using Method 2, you should scroll down to the section on customizing your blog page. Here you’ll learn how to add new blocks using drag and drop, and how to change the settings for each block on the page.

SeedProd's Post Block Settings

We’ll show you how to edit the Posts block to list your posts in multiple columns and display or hide the featured image for your posts.

There are settings for how many posts to display, and whether to show a post excerpt. You can also filter the index by post type, category, tag, or author, and change the sort order.

Enabling the SeedProd Theme

Once you have finished customizing the theme templates, you will need to publish the new custom theme. Simply toggle the ‘Enable SeedProd Theme’ setting to the ‘YES’ position.

Enable the SeedProd Theme

If you haven’t already changed your WordPress Home and Blog page settings, then you’ll see a notification message. When you click the ‘OK’ button these settings will be changed for you.

You can now visit your website to view your new home page.

SeedProd Home Page Preview

Editing Your Homepage With a Page Builder Plugin

Divi is a popular WordPress page builder plugin. It comes with a WordPress theme and a page builder plugin with dozens of gorgeous templates.

You can use the Divi page builder with any theme. For this tutorial, we’re going to use it with the Divi theme.

First, you’ll need to download, install, and activate the Divi theme from Elegant Themes. This includes the Divi builder, so you don’t need to install it separately. You will need to enter your username and API key under Divi » Theme Options » Updates in order to access the layout packs.

If you need help installing the theme, then take a look at our step by step guide on how to install a WordPress theme.

Once you’ve got the Divi theme and page builder up and running, you can set up your homepage. First, go to the Pages menu in your WordPress dashboard and then edit the homepage we created earlier.

Before you start editing your homepage, it’s a good idea to switch to the ‘Blank Page’ template under the ‘Template’ panel on the right. That way, your homepage won’t have a sidebar, title, menu, or any other default elements.

Selecting the Blank Page Template in the Divi Theme

Next, you can click the ‘Use The Divi Builder’ button at the top of the screen.

Now, you’ll need to click the ‘Edit With The Divi Builder’ button in the center of the screen.

Click the Use Divi Builder Button in the Center of the Screen

You should now see the Divi Welcome Screen. It includes a video tutorial on how to use Divi, a brief description of how to get started, and buttons to either start building your page or take a tour of Divi’s features.

We’ll click the ‘Start Building’ button at the bottom of the page.

Divi Welcome Screen

Next, you’ll see a range of options you can use to create your page. We suggest using a premade layout as the basis for your homepage. This makes it really quick and easy to get your homepage set up.

Choose the Browse Layouts Option in Divi

Divi has an impressive range of different layouts to choose from. There are hundreds of different layout packs, and each of these has several different page layouts including homepages.

You can search through these by typing in a search term, or you can check the boxes to view only layouts that fit certain categories.

Just a Few of the Layout Packs Available in Divi

We’re going to use the ‘Travel Blog’ layout pack to create our homepage.

First, click on the pack that you want to use:

The Travel Blog Layout Pack in Divi

Next, you’ll see a description of the layout pack, plus the different page layouts that are available. You’ll probably want to use the ‘Home’ page or ‘Landing’ page for your homepage. We’re going to pick the ‘Home’ option.

Once you’ve chosen your layout, click the ‘Use This Layout’ button at the bottom of the page.

Choose the Layout You Want to Use in Divi

Divi will automatically import the layout for you. You’ll then see it live on your page, exactly as it’ll appear on your site. To edit any part of it, simply click on it.

Divi uses a system of rows (split into columns) and modules to create your page. With text modules, you can click on the text and type in whatever you want straight onto the screen.

Here, we’ve changed the header and the text below it:

Editing the Header Text Using Divi

With other modules, you can bring your mouse cursor over them and click the ‘Module Settings’ icon to edit them.

Here, we’re editing one of the number counters:

Changing the Settings for a Module in the Divi Builder

You can delete modules and rows in the same way, using the trash can icon.

You’ll likely want to use your own images on your homepage. You can change these by editing the module settings.

Note that the image at the top is set as the Background for a Fullwidth Header Module, so you’ll need to change it under Content » Background for that module:

Editing the Background Image of the Fullwidth Header Module

Once you’re happy with the changes you’ve made to your page, you can click ‘Save’ at the bottom of the screen.

Click the Save Button in Divi

Sometimes the bottom row of buttons will be hidden.

If you can’t see them, then you’ll need to click the purple “…” button to open them up.

Click the Icon With Three Dots to Show the Save Button

Here’s how our page looks live on the website:

The Finished Divi Homepage

Setting Your Homepage in WordPress

By default, WordPress displays your blog posts on the homepage.

That means that after creating and customizing your homepage, you’ll need to tell your WordPress site to display that page when someone visits your domain.

Let’s take a look at how to set a separate homepage and blog page in WordPress.

Pro Tip: Do you already have visitors to your site? Then you might want to put your site into maintenance mode while you’re setting up your homepage. Alternatively, you could set up a staging site where you can create your homepage before publishing it live.

First, simply go to Pages » Add New and name your new page Blog. After that, you can go ahead and publish the blank page.

Creating a Blog Page

Once your homepage and blog page are ready, you need to tell WordPress to start using these pages.

You can do this by going to Settings » Reading page in your WordPress admin area. You need to select ‘A static page’ option under the ‘Your homepage displays’ section. After that, go ahead and select your home and blog pages.

Select Your Home Page and Blog Page

Don’t forget to click on the ‘Save Changes’ button to store your settings.

WordPress will automatically display your latest posts on the blog page. For more details, you can see our guide on how to create a separate blog page in WordPress.

That’s it! You’ve created a great looking homepage in WordPress and set it up successfully.

We hope this tutorial helped you learn how to edit a WordPress homepage. You might also want to take a look at our guide on the must have WordPress plugins and our tips on how to improve WordPress SEO.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Edit a WordPress Homepage (Easily & Effectively) first appeared on WPBeginner.

How to Restart a WordPress Site – Reset WordPress (The Fast Way)

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Recently, one of our readers asked us, “How do I restart my WordPress site?”.

This isn’t something that most users will need to do, but knowing how to reset WordPress can be very helpful in some situations.

In this tutorial, we’ll show you how to restart or reset your WordPress site, the fast way.

Restarting a WordPress site

Why Restart a WordPress Site?

Restarting or resetting WordPress is a process where you restore WordPress to the default settings. Think of it as a similar process to restoring your phone to the default “factory settings”.

It will delete all your apps and customizations, so you can start over fresh.

There are several situations where you might want to restart or reset a WordPress site:

1. You’re using a demo site on your own computer. If you’ve installed WordPress on localhost, then you might want to reset after you’ve built a site and moved it from localhost to a live server. If you’re a developer and constantly test themes & plugins on your local install, then it can help to reset it every quarter to start fresh.

2. You’ve been working on a new site and want to start over. Maybe you’ve been busy creating a blog or website, but you are not happy with the customizations. Instead of undoing everything, you can simply reset WordPress and quickly start over with a new design.

3. You’re going to rework a client’s website. If they want something very different from what’s already there, then you might need to reset WordPress on staging server to start from scratch.

4. You’re learning about WordPress, hands-on. Maybe you’ve had a go at developing your own plugins or themes, or you’ve been experimenting with a starter theme. You might want to start again with a fresh installation of WordPress.

How to Restart and Reset a WordPress Site

Restarting your WordPress site might sound difficult, but it’s really not.

We’re going to walk you through the entire reset process, step by step.

Before you begin, it’s important to create a full backup of your site using a WordPress backup plugin. This is important in case you want to restore your site from the backup after restarting it.

Restart Your WordPress Site with WP Reset

Now you’re ready to move on and restart your WordPress site. We’re going to use the free version of the WP Reset plugin for this.

First, you’ll need to install and activate the WP Reset plugin. For more details, see our instructions on how to install a WordPress plugin.

Once the plugin is activated, you need to go to the Tools » WP Reset in your WordPress dashboard and scroll down to the Site Reset section of the page.

To reset your site, you need to type the word ‘reset’ in the confirmation field before clicking the red ‘Reset Site’ button.

The button in WP Reset to restart your WordPress site

WP Reset will pop up a message asking you to confirm that you want to reset the site. Click ‘Reset WordPress’ to continue.

Confirm that you want to reset your website

You’ll see a ‘Resetting in progress’ message for a few seconds. Then, your site will be restarted.

Next, you’ll see the homepage of your WordPress dashboard with a success message at the top from WP Reset.

WPReset's message confirming that you've successfully reset your WordPress site

That’s it. You’ve restarted your WordPress site.

Optional WP Reset Functions When Restarting Your Site

The above method gives you everything you need in order to restart your site.

However, there are some other options in WP Reset that you might want to use too.

Taking a Snapshot of Your WordPress Site Before Restarting

You can use WP Reset to take a snapshot of your site. A snapshot is a restore point for your WordPress database. It lets you see what changes have been made since the snapshot was taken. You can use it to roll back changes if necessary.

Important: A snapshot is not a WordPress backup. You should still make backups to restore your website.

To create the snapshot, click on the Snapshots tab. Then, scroll down and click the Create Snapshot button:

Creating a snapshot of your WordPress site before restarting it

You’ll be prompted to enter a name or description for the snapshot. Type in whatever you want to use, then click the ‘Create snapshot’ button.

Name the snapshot you're creating

Deleting Themes and Plugins Using WP Reset

By default, WP Reset doesn’t delete theme and plugin files. It simply deactivates them. However, you can use it to delete these files too.

First, you’ll need to go to Tools » WP Reset and click the ‘Tools’ tab. Once there, simply click on the ‘Delete Themes’ or ‘Delete Plugins’ links to jump straight to those tools.

Click the link to delete themes and/or plugins

Once you click either link, you’ll be scrolled down the page to the right tool:

Click the button to delete all themes from your WordPress site (including the active one)

You can click the ‘Delete all themes’ or ‘Delete plugins’ button to delete them.

Important: WP Reset doesn’t backup your files in any way. Deleting your themes and plugins can’t be undone.

After you click the button, you’ll be prompted to confirm. Click the Delete button on the popup to continue.

WP Reset will bring up a warning before allowing you to delete all themes

You’ll then see a message telling you how many themes or plugins have been deleted.

If you delete all themes, then you’ll need to install and activate a theme manually. Your site won’t work without one. If you go to Appearance » Themes, then you’ll see a screen like this:

The empty themes page with no themes installed

Go ahead and click the ‘Add New’ button and choose or upload a theme of your choice. If you need help, check out how to install a WordPress theme.

Restoring Your Data After Restarting Your WordPress Site

After restarting your WordPress site, any posts and pages you had will be gone. Instead, you’ll see the default pages and the ‘Hello, world’ post:

The 'Hello World' default post

To restore your old data, you will need to reinstall and activate the backup plugin that you used to create your backup.

You can then follow its instructions to restore your site from the backup.

Viewing Your Restored Content

Once you’ve restored your site from backup, your content should be back on your site.

You’ll find all your posts under Posts » All Posts. They’ll have the correct time stamps, categories, tags, and comments.

Viewing the imported postsv

We hope this tutorial helped you learn how to reset a WordPress site the fast way. You might also like our ultimate guide to speeding up WordPress and our list of must have WordPress plugins for all sites.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Restart a WordPress Site – Reset WordPress (The Fast Way) appeared first on WPBeginner.

How to Add Facebook Open Graph Meta Data in WordPress Themes

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Do you want to add Facebook Open Graph meta data to your WordPress themes?

Open Graph metadata helps Facebook and other social media websites get meta data about your posts pages. It also allows you to control how your content appears when shared on Facebook.

In this article, we will show you how to easily add Facebook open graph metadata in WordPress themes. We’ll share three different methods, so you can choose one that works best for you.

Add Facebook open graph meta data in any WordPress theme

Method 1. Adding Facebook Open Graph Meta Data with All in One SEO

All in One SEO is a popular WordPress SEO plugin used by over 2 million websites. It allows you to easily optimize your website for search engines as well as social platforms like Facebook and Twitter.

First, you need to install and activate the All in One SEO plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Upon activation, you need to visit All in One SEO » Feature Manager page. From here you need to activate the ‘Social Meta’ feature.

Enable Social Meta feature in All in One SEO

Next, you need to visit All in One SEO » Social Meta page. From here, you can simply fill in the fields to enter your Facebook meta data.

Social meta page allows you to enter Facebook Open Graph meta data

You can start by providing title, image, and description for your homepage.

Below that you can set a default image to be used if an article doesn’t have an open graph image. You can also provide the width and height of the image.

Set default Open Graph image

Need help choosing image sizes? See our complete social media cheat sheet for ideal image sizes that you can use on all social media platforms including Facebook.

If your website is using a Facebook App or has a Facebook page, then you can provide your Facebook app ID in the next section. This allows you to get data for Facebook insights.

Facebook app settings

Optionally, you can also adjust settings for Twitter and run a scan to avoid duplicate Open Graph tags on your site.

Once you are done, don’t forget to click on the ‘Update Options’ button to store your changes.

Now that you have set site-wide open graph meta tags, the next step is to add open graph meta data for individual posts and pages.

By default, All in One SEO will use your post title and description for open graph title and description. You can also manually set the Facebook thumbnail for each page and post.

Simply edit the post or page and scroll down to the All in One SEO section below the editor. From here, switch to the Social tab and fill out open graph meta data. You can set the social media image here as well as title and description.

Open graph settings for posts and pages

Method 2. Set Facebook Open Graph Meta Data using Yoast SEO

Yoast SEO is another excellent WordPress SEO plugin that you can use to add Facebook open graph meta data into any WordPress site.

First thing you need to do is install and activate, the Yoast SEO plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Once activated, you need to go to SEO » Social and simply check the box next to Add Open Graph meta data.

Enable Facebook Open Graph

You can save your settings or continue and configure other Facebook social options on the screen.

You can provide a Facebook app ID if you use one for your Facebook page and insights. You can also change your homepage Open Graph meta title, description, and image.

Lastly, you can set a default image to be used when no image is set for a post or page.

Yoast SEO also allows you to set Open Graph metadata for individual posts and pages. Simply edit a post or page and scroll down to the SEO section below the editor.

Set open graph meta data for post and pages

From here, you can set Facebook thumbnail for that particular post or page. If you don’t set a post title or description, then the plugin will use your SEO meta title and description.

You can now save your post or page and the plugin will store your Facebook open graph meta data.

Method 3. Manually Add Facebook Open Graph Meta Data into Your WordPress Theme

This method requires you to edit your theme files, so make sure that you back up your theme files before making any changes.

After that simply copy and paste this code in your theme’s functions.php file, or in a site-specific plugin.

//Adding the Open Graph in the Language Attributes
function add_opengraph_doctype( $output ) {
		return $output . ' xmlns:og="http://opengraphprotocol.org/schema/" xmlns:fb="http://www.facebook.com/2008/fbml"';
	}
add_filter('language_attributes', 'add_opengraph_doctype');

//Lets add Open Graph Meta Info

function insert_fb_in_head() {
	global $post;
	if ( !is_singular()) //if it is not a post or a page
		return;
        echo '<meta property="fb:app_id" content="Your Facebook App ID" />';
        echo '<meta property="og:title" content="' . get_the_title() . '"/>';
        echo '<meta property="og:type" content="article"/>';
        echo '<meta property="og:url" content="' . get_permalink() . '"/>';
        echo '<meta property="og:site_name" content="Your Site NAME Goes HERE"/>';
	if(!has_post_thumbnail( $post->ID )) { //the post does not have featured image, use a default image
		$default_image="http://example.com/image.jpg"; //replace this with a default image on your server or an image in your media library
		echo '<meta property="og:image" content="' . $default_image . '"/>';
	}
	else{
		$thumbnail_src = wp_get_attachment_image_src( get_post_thumbnail_id( $post->ID ), 'medium' );
		echo '<meta property="og:image" content="' . esc_attr( $thumbnail_src[0] ) . '"/>';
	}
	echo "
";
}
add_action( 'wp_head', 'insert_fb_in_head', 5 );

Note: Remember to change the Site Name where it says “Your Site Name Goes Here”. After that, change the default image URL with the image of yours. You also need to add your own Facebook app ID, If you don’t have a Facebook app, then you can remove the Facebook app ID line from the code.

We would recommend putting an image with your logo there, so if your post does not have a thumbnail, then it pulls your site’s logo.

That’s all you need to do. As soon as you save your functions.php file (or site-specific plugin) it will start showing Facebook open graph metadata in the WordPress header.

We hope this article helped you add Facebook open graph meta data in WordPress. You may also want to see our pick of the best social media plugins for WordPress to grow your social following, and our troubleshooting guide on how to fix the Facebook incorrect thumbnail issue in WordPress.

If you liked this article, then please subscribe to our YouTube Channel for more WordPress video tutorials. You can also find us on Twitter and Facebook.

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