Essential things to set up in WordPress to get more customers

23 Essential things to setup in WordPress to get more customers

WordPress is one of the most SEO friendly Content Management System to host your Website content in. However, you need to setup a few more settings in your WordPress website. Follow our simple and easy to follow list of essential things to setup in your WordPress website to start getting more customers.

The following essential steps after installing a WordPress Website will deliver a better user experience, optimize your content for Search Engines and increase conversions –

Establish Site Identity and Branding –

Your website is your business’s online identity. Therefore, it needs to provide a clear picture of who you are, what products/services you offer and who are your customer.

The following are a list of changes that we recommend which will help you establish a consistent branding and identity on your WordPress website.

1. Setup site title, tagline and time zone

The Site Title and Tagline is your site’s identity, thus it is the most essential item to setup after installing WordPress. It provides a quick overview about your site.

Most importantly – your site’s Title is used by Search Engines to build digital relationship to your business (such as Name, Address and Phone number) and create online connections / relationships to other digital entities such as Social Media Channels, News Articles where you are featured etc.

Setup site title, tagline and time zone Setup WordPress Website
Setup site title, tagline and time zone in the dashboard

To setup the site title, tagline and time zone –
Go to Settings >> General >> You can change site title, tagline and timezone and then click save.

2. Upload Favicon and Site Logo

Favicon and Site Icon provide a visual introduction and identity to your website. It is one of the most important visual branding element for your website.

Visual branding elements provide a quicker brand recall and association to your website.

To change the favicon and site logo –
Go to Appearance >> Customize >> Site Identity >> Make changes >> Publish
The location of site identity, favicon and site logo might be different depending on the theme

3. Setup Front Page and Blog Pages

The Front page or Home Page – is the most important page on your website. It provides users a quick glance about your brand, product and services.

In terms of Search Engine Optimization – the home page is usually the most authoritative page. Pages and Posts in your website gets crawled faster by search engines if they are directly linked from the Home Page.

Setup Front Page and Blog Pages Setup WordPress Website
Front Page and Blog Pages setup can be found under General >> Reading Settings

To setup front page and blog pages –
Go to Settings >> Reading >> Select – “A Static Page” >> Choose your Homepage and Posts page

4. Delete Default Content

WordPress on installation comes with the default contents – “Sample Page”, a “Hello World” blog post and a “Hi! This is a comment” comment.

We recommend removing the default content to make your website look professional and polished.

The default contents can be deleted by –
Sample Page: Go to Pages >> Click the delete option for
“Sample Page”
Hello Word Post: Go to Posts >> Click the delete option for “Hello World”
Hi! This is a comment: Go to Comments >> Click the delete option for “Hi! This is a comment”

5. Setup a default category (post category)

WordPress by default comes with a default category “Uncategorized”. Having this default category is straight giveaway that your website is not organized to your visitors.

Moreover, an “Uncategorized” category does not really help your readers understand the context of the page or post content on the website.

We recommend renaming the Uncategorized category to something that your blog posts will frequently cover.

To rename the default uncategorized category –
Go to Posts >> Category >> Select –
“Uncategorized” >> Change name and slug to a relevant topic for your website

6. Install your WordPress theme

There are free and paid WordPress themes that can define your websites visual appearance as well as the overall functionality.

For simple blogging websites, the default theme by WordPress is a fast and lightweight solution.

Additionally, and provide a wide range of premium WordPress Themes with varying design and functionality. You can easily purchase a theme and setup the theme in your WordPress site within minutes.

Install WordPress Theme Setup WordPress Website
Install WordPress Theme

To install a theme and change a theme –
Go to Appearance >> Themes >> Add New >> You can either search, select or upload a new theme

7. Remove powered by WordPress

WordPress by default has a footer section that says “Powered by WordPress”.

One of the essential things to setup in WordPress for your brand to look professional and established is to remove powered by WordPress footer content.

It is fairly easy to remove the WordPress footer branding –
Go to Appearance >> Customize >> Footer >> Footer Bar / Footer Widgets >> Insert custom footer text.
The location of footer option might be different depending on your theme

Setup Website Backup and Security –

As more websites get powered by WordPress Content Management System, more cases of malware injection and hacks are appearing.

According to WebArx, on average – 30,000 new websites are hacked every day

Vulnerable themes and plugins are responsible for majority of the website’s malware injections and hacks.

To prevent your website from getting hacked or going offline, we recommend the following things to setup as a precautionary measure –

8. Activate Remote Backups

Backups are essential to minimize website downtime and provide users a seamless experience.

One way or the other, at some point of time – your WordPress website will experience –

  • Plugin conflict
  • Theme conflict
  • Data loss
  • Core WordPress update conflict
  • Malware attacks and potential hacks

To restore your website back to full functionality – regular backups of your website and database is essential. Moreover, we recommend a regular “Offsite” backup, just in case your local WordPress installation is affected.

Install wpvivid backup plugin
Install wpvivid backup plugin

Luckily there are established plugins that can help you create remote backups of your website. Some of the most common WordPress website backup plugins are All In One Migration, WpVivid and Updraft Plus.

Activate Remote Backup Setup WordPress Website
Activate Remote Backup with wpvivid backup plugin

To Install BackUp Plugin and activate remote backups –
Go to plugins >> Add New >> Search For “WpVivid” >> Click Install >> Click Activate Go to Wpvivid Backup >> Backup & Migration >> You can select remote storage depending on whichever service provider you would like to use

9. Delete Unused Plugins

Plugins require server resources and are also a primary cause of security vulnerability. Therefore, removing unused plugin is an essential setup activity after installing WordPress.

WordPress comes with default plugins such as Hello Dolly and Akismet. Furthermore, depending on your hosting provider, there might be other additional plugins such as All-In-One Migration or caching plugins installed by default. We recommend removing Hello Dolly and other unnecessary plugins.

To remove unused plugins –
Go to Plugins >> Select Plugins >> Deactivate Plugins >> Delete Plugins

10. Delete Unused WordPress Themes

Just like non-essential Plugins, unused Themes also are a common source of WordPress website’s vulnerability.

WordPress recommends having one of the default WordPress themes as a backup theme – which is okay. However, any additional and unnecessary themes should be removed.

To remove the unused themes…

Go to Appearance >> Themes >> Select Theme >> Click Delete Theme

11. Install WordPress Security

The proverbial saying “Prevention is better than Cure”, holds equally true when it comes to your WordPress website’s security.

Together with a good hosting provider, regular offsite backups and good security plugin your WordPress websites can be secured from Malware and Unauthorized Access.

First and foremost – a good hosting provider have a server side security and firewall to prevent websites getting hacked. Additionally, the teams behind the security plugins regularly test commonly used plugins and detect anomalies in your website.

Some of the basic functionality of a good WordPress Security plugins are –

  • changing the default admin login url
  • locking out users from too many failed attemp
  • prevent accessing and indexing core files and script such as wp-admin, wp-includes, wp-content

Malcare, BlogVault, VirusDie, WebArx, NinjaSecurity, Sucurri or All In One Security are some of the most popular WordPress security plugins.

To install Security Plugins
Go to plugins >> Add New >> Search for Malcare >> Install Malcare >> Activate Malcare

12. Activate Spam Protection

What is more annoying than an empty inbox? Getting lots of spammy comments and contact form submissions emails.

Hackers utilize automated scripts to mass crawl websites and fill up contact forms to leave comments on WordPress Websites.

It gets annoying as well as messy receiving all the spam emails. Instead, outsmart the spammers and do yourself a big favor by installing a spam protection plugin.

Plugins like Akismet or Anti Spam Bee utilizes honeypot mechanism to flag and prevent spammy comments and contact form submissions.

A honeypot is contact form field which is not visible to the human eye, but spam bots can crawl the field. Basically a spambot fills up the field in a contact form that human eyes cannot see. If the honeypot field is filled in, the anti-spam mechanism marks the form entry as spam.

Install Antispam Bee Plugin Setup WordPress Website
Install Antispam Bee Plugin

To install Anti Spam Bee
Go to plugins >> Add New >> Search for Antispam Bee >> Install Antispam Bee >> Activate Antispam Bee

13. Complete Your User Profile

WordPress by default shows your username on as the author of blogs or comments.

To make your profile appear more professional we recommend completing your user profile with your full name and nickname.

Most importantly, we recommend entering a short bio of yourself to complete your user profile. It provides a human touch to your User Profile and makes your website and profile authentic.

Some plugins even add extended functionality such as being able to include links to your website and social profile. These feature are really helpful if your contents are shared on Social Media that displays author tags.

To complete your user profile –
Go to Users >> Select the User >> Update relevant information

14. Change WordPress Email Address

If your username is “Admin” or “Administrator”, we recommend creating a new administrator user with a different username.

Hackers usually utilize automated hacking scripts and as you might have guessed – admin/administrator is their go to username.

Furthermore it is essential to set the correct administrator email in your WordPress website. This is mainly because your WordPress website automatically sends an email to the administrator if the website experiences any issues.

Setting up new Administrator user or changing the email address is fairly simple.

Go to Users >> Select the User >> Update relevant information
Reminder: Please do not create user that has “admin” or “administrator” as the username

Setup Search Engine Optimization-

WordPress is one of the most SEO friendly Content Management Systems (CMS) to host your website. Majority of the webmasters host their website on WordPress for the ease of use and customization options.

Moreover, WordPress’s out of the box feature such as custom permalinks, easy meta data management, clean site structure and image optimization makes it search engine friendly.

Optimizing your WordPress for Search Engine Optimization focuses on two major components – On Site optimization and Website Speed Optimizations. The overall objective is to focus on user experience.

We recommend the following setup in your WordPress to make your website start ranking well in search engines –

15. Verify Search Engine Visibility

The most common reason why a WordPress website will not rank in Google is because the search engine visibility is turned off.

Indexing is the process where your sites web pages are added into the search engines database. WordPress by default allows your website to be put in staging mode (development mode) by giving you the option to not allow search engines to index the site.

If you have the option to not index your website enabled – search engines will not put your website in search results.

Verify Search Engine Visibility Setup WordPress Website
Verify Search Engine Visibility

To enable Search Engine Visibility and allow search engines to index your websites –
Go to Settings >> Reading >> Uncheck – Discourage search engines from indexing this site

16. Configure Permalinks

A permalink is the permanent web address for your website’s content that is followed after your domain name. The URL to each post/page should remain permanent and never change — hence the name permalink.

Choosing the right permalink structure is one of the most essential things to setup after installing WordPress.

Page Title, Description and the URL provides a quick preview about the content. Moreover, having proper URL structure might impact the Click Through Rate of visitors clicking on the link to visit your website.

Caution: Only change your permalinks if it is a relatively new website. Otherwise, changing link structure will break your internal linking resulting in 404 errors – page not found.

By default WordPress displays permalink in format. This is neither organized nor helpful.

Configure Permalinks Setup WordPress Website
How to Configure Permalinks

To configure permalinks the right way –
Go to Settings >> Permalinks >> Under common settings, we recommending choosing the 5th option – Post Name.

17. Setup WordPress SEO Plugin

WordPress is the most installed CMS, mainly because of its SEO-friendly features. However, by default, it does not come with built in Search Engine Optimization Plugin.

An SEO plugin creates the right meta codes on your webpage. These meta codes are used by search engines to understand the content on the pages of the website. Moreover, SEO plugins provides SEO Signals to search engines such as what the website is about and its entities.

There are various free as well as premium WordPress SEO Plugins to choose from.

You can initially start with a free WordPress Search Engine Optimization Plugin and then upgrade to premium.

Plugins like SEOPress, Yoast, All-In-One SEO and Rankmath are some of the most downloaded WordPress SEO Plugins.

Install SEOPress Plugin Setup WordPress Website
Install SEOPress Plugin for WordPress website

How to install and activate SEOPress –
Go to Plugins >> Add New Plugin >> Search for SEOPress >> Install SEOPress >> Activate SEOPress

18. Configure Google Search Console

It is highly recommended to configure and setup Google Search Console (Previously Google Webmasters Tool) after setting up your WordPress website.

Search Engine Optimization experts believe that setting up Google Search Console is essential to having your website getting indexed by Google. Moreover, Google Search Console provides the option to manually upload your website’s sitemap and begin indexing contents.

Configure Google Search Console Setup WordPress Website
Configure Google Search Console using SEOPress Plugin

To setup Google Search Console using SEOPress-
After installing and activation SEOPress >> Go to SEOPress >> Dashboard >> Add Your Site to Google >> Add Property *Setting up Google Search Console requires access to your DNS – to verify that you own the domain name

19. Utilize Image Optimizer

Website loading speed and user experience is one of the ranking factors for Google search engine. Quick loading websites with better user experience generally tend to rank higher.

Images are essential in visually explaining the contents on your website and for good user experience. However, images also slow down your website and increase page load time.

Your webpage’s loading time increases with the size of the images that needs to be loaded from the server.

Image Optimization plugin helps serve the right dimension of images, minimize your website’s loading time and deliver the best user experience.

Some of the most common image optimization plugins are ShortPixel, EWWW Image Optimizer, WP Smush and TinyPNG.

To install image optimization plugin

Go to Plugins >> Add New Plugin >> Search for ShortPixel >> Install ShortPixel >> Activate ShortPixel
*You have to create a free account to get access to 100 image optimizations per month.

20. Install Caching

Caching plugins are popular for efficiently delivering your website’s frequently visited content to your users. This is achieved by creating a static version of your frequently visited contents, instead of of dynamically loading the content from your server with each new request. The end result of this is a quick loading website and better user experience.

Moreover, as previously mentioned, Search Engines prefer websites that load faster and provide a better user experience. This in return increases the possibility of your website’s content to rank well in the search results.

Some hosting providers come with a built-in caching plugin such as litespeed server level caching. If your hosting account comes with litespeed caching – you are already in good hands.

On the other hand, some of the most popular stand-alone caching plugins are W3 Total Cache, WP Super Cache, WP Rocket and Flying Press.

To Install a caching plugin –
Go To Plugins >> Add New Plugin >> Search for W3 Total Cache >> Install Total Cache >> Activate Total Cache

Implement Tracking, Analytics and Conversion –

After setting up site identity, branding and search engine optimization on your WordPress website, you will start getting visitors to your site. Moreover, you might also be driving traffic to your websites through various other platforms.

However, as important as it is to get traffic to your site, it is equally important to track and analyze how your users are interacting with your website.

We recommend the following things to setup in your WordPress website to understand your website visitors and turn them into customers –

21. Add a Contact Form

For some – a Contact form is a quick and convenient way to get leads from their website. For others, it is a way to prevent displaying email address publicly.

Whatever your reasons – it is essential to make it easy for your potential customers to contact you. A contact form just does that – a simple form on your website that enables your users to get in touch with you.

Some of the most popular contact forms plugins are CF7 (Contact Form 7), WP Fluent Forms, WPForms, Gravity Forms and Formidable Forms.

We recommend using Fluent Form because it is lightweight and provides a user friendly interface to customize the contact form.

To install WP Fluent Form –
Go to Plugins >> Add New Plugin >> Search for Fluent Form >> Install Fluent Form >> Activate Fluent Form
*Once you create your first contact form, please make sure to put the contact form short code in the relevant pages

22. Install Google Analytics

What medium is driving traffic to your website? Where are your visitors geographically located? What is their demographic breakdown? Which content do your users land on? What actions are they taking on your website? These are essential things to know as a business owner and a marketer.

Lucky for you, it is quick and easy to setup Google Analytics in your WordPress website and get the necessary user insights.

Once you have created your Google Analytics account, you can enter the Google Analytics code using SEOPress or through Insert Header Footer Plugin.

Install Google Analytics Setup WordPress Website
Install Google Analytics using SEOPress Plugin

To install Google Analytics Code using SEOPress –
Go to SEOPress >> Analytics >> Enable Google Analytics Tracking >> Enter Tracking ID (GA-XXXXXXXXX-X) >> Save Changes

23. Setup Call-To-Action and Lead Magnet

It is the responsibility of marketers and business owners to make our website visitors life easier. A Call-To-Action guides your website visitors to take a specific action.

A Call-To-Action can be anything along the lines of learn more, subscribe, contact us, call us, email us etc. The objective is for them to take the next action you want them to take.

A visitor who might not be familiar with your brand or business might be hesitant to provide you their email address. In such case – a valuable information can be provided in exchange for their email address. The valuable content or asset you provide in exchange for an email address is called a Lead Magnet.

Depending on your theme or your page builder, there are wide range of options to create a custom Call-To-Action button and lead magnets.

If you setup your WordPress website with the recommendations we provided, your website’s foundation will be strong.

Next up you can focus on creating relevant and valuable contents to drive traffic to your website.

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