One of the reasons WordPress is such a good choice for your membership website is the wealth of themes and plugins this software offers, not to mention all the customization options available to you.
However, one downside to this aspect of WordPress is that it can be tempting to install new plugins, change themes, or try some custom code on your site. After all, when it only takes a few clicks to completely transform the design of your site, add new features, or modify your site in some other way, why not experiment a little?
Well, despite the relative ease with which we can make wide-reaching changes to our WordPress websites, these changes can have unexpected effects members might not appreciate.
In this article, we’ll explain how you can work on your WordPress website without disrupting the user experience—something especially important when you’re running a membership site your users may be paying to access.
What a Staging Site is and Why You Need One
As mentioned, if you start trying out new themes, installing additional plugins, or even just tinkering with the widgets and menus on your WordPress site, you could unwittingly put your membership site in jeopardy.
Consider what a prospective new member may think if the site design suddenly changes, a feature stops working, or the entire website becomes unavailable. At best they’ll think twice about entering their personal details; at worst, they’ll leave your site, never to return. And it’s possible they’ll go on to tell others about their frustrations with your site.
All the above can occur if you start adjusting the core components of your website. And that’s why it’s recommended you use a staging site or development environment to test any changes you plan to make to your website. As a membership-site owner, it’s even more important you stop making changes to your live site and instead create a copy of your website only you and your team can access—a safe place where you can do what you want without annoying, frustrating, or alienating new visitors and existing members, not to mention losing data, including customer transactions.
Then, when you’re satisfied that your changes—such as installing a new plugin or changing to a better WordPress theme—haven’t caused any issues, you can transfer those modifications to the live version of your site.
Sound good? Then read on to find out how to create a staging site for your WordPress membership website.
Check with Your Web Host
One of the benefits of choosing a platform that now powers over 30% of websites is that there are some excellent WordPress-optimized hosting packages available. One of the features now common to these WordPress web hosts, including some affordable entry-level plans, is the ability to quickly create a staging site or testing environment based on your live website.
The best staging-site services offered by web hosts not only make it easy to create the private test area but also facilitate the process of copying or pushing the test version of your site to the live hosting environment.
Thanks to this, you can take as long as you want and be as thorough as you need when testing out a new site configuration. Then, when you’re ready, you can make those improvements available to visitors and members in just a few clicks.
We highly recommend you check out whether your current web host offers this service. It may currently be part of your hosting plan or available as an optional upgrade. Either way, using a staging site helps you avoid the inevitable problems that come with using your live website for testing and development.
Find a Suitable WordPress Staging Site Plugin
When choosing a WordPress plugin to set up a staging version of your site, you have two main options: a plugin built specifically for this purpose or a more general-purpose website-duplication plugin.
Let’s take a quick look at the pros and cons of each approach before listing a few suitable plugins.
A purpose-built staging-site plugin may seem like the obvious choice, but your options are more limited as there are fewer plugins of this type to choose from. Plus, you usually don’t have as much control over the process and end result as you do with more general-purpose site-copying plugins. Also, there aren’t many free full-featured WordPress-staging plugins available.
The second option, a general-purpose site-duplication plugin, gives you more control over the entire process. The best plugins in this category allow you to copy specific parts of your site, such as the database or content, while also giving you more options for where the staging site is located, including a local WordPress installation or a private subdomain. Although many of the best WordPress website-duplication plugins are free, they aren’t always as easy to use as commercial staging-site tools.
So if your web host doesn’t offer a staging-site service or you want to set up a testing environment yourself, consider the following:
- WP Stagecoach—a commercial one-click staging-site-creation WordPress plugin with lots of useful features.
- WP Staging—a free work-in-progress WordPress website staging-and-cloning plugin.
- Duplicator—a powerful but more complicated WordPress website-duplication plugin.
As you can see, if you’re prepared to pay for a premium plugin, the process should be a lot easier. However, while the free options may require a bit more effort, they are certainly viable tools for creating a WordPress membership-staging site.
Hopefully you now understand the advantages of creating a staging environment for your WordPress membership website.
While it may be tempting to try and save time and just activate that new plugin or switch themes on your live site, at best, you could disrupt your visitors’ user experience; at worst, you could erase their recent activities or even cancel financial transactions midway through processing.
You may get away with cowboy coding on a small personal blog, but when you’re running a professional membership site, you have a greater obligation to care for your members, whether they’re paying for access or not.
How will you create a staging site for your membership website? Share your thoughts in the comments below.
March 28, 2018
There's a good plugin for that here: https://wordpress.org/plugins/stop-emails/
March 31, 2018
Good stuff, I use updraft plus and it has that ability to automatically backup the site before you do any major change on the live site or add/update plugins. It can get tricky at times using a staging site and maybe forgetting which one you are on when adjusting.