Strategies for Sharing a WordPress Site with a Client
Being a web developer or a company that builds WordPress websites for clients, sharing the site with the client is an essential part of the development process. It is important to share the WordPress site with clients for review and feedback before getting the approval. However, it can turn out to be a daunting task, especially when doing it for the first time. This article aims to provide a step-by-step guide on how to share a WordPress site with clients.
Step 1: Decide the Best Hosting Platform
The first and foremost step in sharing a WordPress site with a client is to choose a hosting platform from multiple platforms like HostGator, Bluehost, and GoDaddy. It is necessary to opt for a reliable, affordable, and supportive hosting platform.
Step 2: Install WordPress
After deciding on a hosting platform, install WordPress on it. WordPress is installation for different hosting platforms is a one-click process. After installation, log in to the admin dashboard of the WordPress site.
Step 3: User Account Creation for the Client
The next step is creating a user account for respective clients. Simply go the users’ section and click add new, filling in the necessary details like username, email, and password for the clients. Ensure that the username and passwords are unique and strong, respectively.
Step 4: Adding Maintenance Plugins
Installing maintenance plugin on your WordPress site is crucial to make customized messages to inform visitors that the site is under construction or maintenance, ensuring that the testing site is accessible only by the testers.
Step 5: Share Client with Preview URL
It is advisable to provide a preview URL to clients to make them aware of the site’s progress during development. Different tools like WP Maintenance Mode plugin help to create preview URLs.
Step 6: Utilize Staging Site for Development
It is best to use the option of the staging site for better development. Staging site development is helpful in refining the changes before pushing them to the live website, which saves many accidental errors and issues.
Step 7: Sync changes
To push the changes from the development site to the live site, syncing of changes become important. This can be done using several tools like WP Staging.
Step 8: Necessary Documentation
It is important to provide clients with necessary documents having instructions to edit or change the content, use plugins to stay updated with the latest security patches.
Step 9: Training Sessions
Training is essential when sharing a WordPress site with clients. You can provide clients with step-by-step guides about using the site or schedule a virtual training session.
Step 10: Maintenance Support
Lastly, providing maintenance and support services is essential. Maintenance support includes updating WordPress and plugins, resolving the issues, and patch the latest security to keep the site updated.
All the necessary steps given above have to be followed carefully to share the WordPress site with clients like a pro. Sharing the WordPress site with clients can be uncomfortable, but with correct guidance and tools, it can be a simple and comfortable experience.