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Gutenberg Times: WordPress 7.0 Source of Truth
Welcome to the Source of Truth for WordPress 7.0!
Before you dive headfirst into all the big and small changes and pick your favorites, make sure to read these preliminary thoughts about this post and how to use it. If you have questions, leave a comment or email me at pauli@gutenbergtimes.com.
Huge Thank You to all collaborators on this post: Anne McCarthy, Sarah Norris, Ella van Durpe, Maggie Cabrera, Ben Dwyer, Jonathan Bossenger, Justin Tadlock, Dave Smith, Courtney Robertson and a lot more. It’s takes a village…
Estimated reading time
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Table of Contents
Changelog
Any changes are cataloged here as the release goes on.
- April 23, 2026
- WordPress 7.0 has a new release date: May 20th, 2026! (see post).
- The RTC performance testing script automatically tests all 4 possible architecture approaches. Follow the instructions on the repository. Still under development, though. Release and Call for hosting testing planned for Friday April 24. (See Slack discussion)
- April 17, 2026
- Update on new release date no later then 4/22.
- April 1, 2026:
- Added information from Extending the 7.0 Cycle by release lead Matias Ventura
- Changed release date to TBD
- Updated Real-Time Collaboration section with additional information.
- March 30, 2026:
- Fixes for clarity and grammar.
- Changed feature image of the post.
- RTC: Added Introduce filters for the polling intervals (76518)
- March 27, 2026: First edition
Important note/guidelines
Try not to just copy and paste what’s in this post since it’s going to be shared with plenty of folks. Use this as inspiration for your own stuff and to get the best info about this release. If you do copy and paste, just remember that others might do the same, and it could lead to some awkward moments with duplicate content floating around online.
- Each item has been tagged using best guesses with different high-level labels so that you can more readily see at a glance who is likely to be most impacted.
- Each item has a high-level description, visuals (if relevant), and key resources if you would like to learn more.
Overview

Note: As always, what’s shared here is being actively pursued but doesn’t necessarily mean each will make it into the final release of WordPress 7.0.
WordPress 7.0 introduces several new features and performance enhancements.
Key new features include:
- Real-time collaboration: multiple users can now work on the same post.
- Navigation overlays: Customizable mobile menus for more flexible styling.
- Content focused pattern editing: Pattern editing now prioritizes the content editing experience with more available options when needed.
- Visual revisions: A new revisions screen inside the block editor gives a visual preview of the changes with an easy-to-understand color-coded system.
- AI Foundation in WordPress: User can connect their site to an AI agent of choice to use the AI experiments plugin. Plugin developers can use the Connectors API to register connections to external services.
Furthermore, WordPress 7.0, entails:
- Two new blocks: the Icon block and the Breadcrumbs block.
- Viewport-based block show/hide: Block visibility extended to customize display according to screen-sizes.
- Gallery lightbox navigation: improved browsing through images placed in a gallery.
- Font management for all themes: The screen to upload and manage fonts is now available in the Appearance menu for classic and block themes.
Many more quality of life changes for workflow and design tools made it into this release. You’ll find the complete list below.
WordPress 7.0 is set to be released on April 9, 2026 at Contributor Day of WordCamp Asia.
The new release date will be announced no later than April 22. (see Ventura’s announcement)
Of note, this release consists of features from the Gutenberg plugin version 22.0 – 22.6. Here are the release posts of those plugin releases: 22.0 | 22.1 | 22.2 | 22.3 | 22.4 | 22.5 | 22.6. Later Gutenberg releases contain bug fixes, backported to WordPress 7.0. release branches.
Important links:
- Planning for 7.0 + update on Beta 1
- WordPress 7.0 Development Cycle
- What’s new for developers: December, January, February, March
- 7.0 Field Guide
Assets
In this Google Drive folder you can view all assets in this document.
Tags
To make this document easier to navigate based on specific audiences, the following tags are used liberally:
- [end user]: end user focus.
- [theme builder]: block or classic theme author.
- [plugin author]: plugin author, whether block or otherwise.
- [developer]: catch-all term for more technical folks.
- [site admin]: this includes a “builder” type.
- [enterprise]: specific items that would be of interest to or particularly impact enterprise-level folks
- [all]: broad impact to every kind of WordPress user.
How can you use these? Use your browser’s Find capability and search for the string including the brackets. Then use the arrows to navigate through the post from one result to the next.
Priority items for WordPress 7.0
Real-Time Collaboration (RTC) [enterprise][site admin]
Multiple users can now work on the same page at the same time, seeing each other’s changes as they happen. No more “someone else is editing this” warnings. Whether you’re co-writing a post, reviewing a layout, or making last-minute edits before publishing, everyone stays in sync without leaving the editor.
It represents the biggest step toward achieving full collaborative editing, not only for newsrooms and big publishing houses. It also simplifies working on a site editing for agencies and their clients as well as designers and writers working together on a post.
A presence indicator in the editor header shows who’s currently editing. Under the hood, title, content, and excerpt now sync via Y.text for more granular conflict resolution, and numerous reliability fixes address disconnection handling, revision restores, and performance metrics. (75286, 75398, 75065, 75448, 75595).
You can enable the feature via Settings > Writing. Check the box next to Enable early access to real-time collaboration, in the Collaboration section.

The infrastructure implementation uses HTTP polling for universal compatibility, CRDT (Conflict-free Replicated Data Type) update data is stored persistently in post_meta on a special internal wp_sync_storage post type (one per “room”/document).
The sync provider architecture is designed so that the storage and transport layer can be swapped out. Updates are batched and periodically compacted. WordPress code initially limits simultaneous collaborators to two to protect hosts. (64622).
Hosting companies have the option to add a different provider. There will be a wp-config constant that can be used to change the defaults.
Introduces JavaScript filters to allow third party developers to slow down or speed up polling via the RTC client. (76518).
For more details, check out the Dev Note Real-Time Collaboration in the Block Editor.
Update:
Since October, WordPress VIP beta participants — spanning newsrooms, research institutions, and enterprise publishers — tested the real-time collaboration against live editorial workflows, reporting back what worked, what broke, and what they couldn’t live without. Their voices didn’t just validate the feature — they shaped it.
Matias Ventura explains why the WordPress 7.0 cycle is being extended by a few weeks: the real-time collaboration feature needs more time to nail its data architecture. After Matt Mullenweg, co-founder of WordPress, expressed a preference to revisit the proposed custom table for syncing presence and content changes, the team is refining the design before committing.
The proposal for custom table to keep a record of the changes to a post/page from each browser window, was discussed in the trac ticket (64696)
Plugin developers relying on metaboxes will want to take note — collaborative editing is disabled when metaboxes are present, making this cycle your window to migrate.

Navigation Overlays and more [theme builder][plugin author] [site admin]
Navigation blocks now have customizable overlays and give user full control over mobile hamburger menus. A prominent Create overlay button in the side bar guides you through the setup, providing a selection of patterns to achieve various designs for your overlay. WordPress 7.0 comes with multiple built-in patterns including centered navigation, accent backgrounds, and black backgrounds. New blocks default to “always” showing overlays. The Navigation block sidebar section also shows a preview of the selected overlay template parts. You can also access the list of Navigation Overlays via Appearance > Editor > Patterns > Template Parts.
- On GitHub you’ll find a list of all the Navigation Overlay enhancements.
- The dev note Customizable Navigation Overlays in WordPress 7.0 has everything you need to know.

To make it easier for users to create custom overlays for their mobile navigation, four new patterns are now available for the navigation overlay template parts:
- Overlay with black background
- Overlay with accent background
- Centered navigation with info
- Centered navigation

- Submenus: Always visible option: Users can now add navigation blocks to their overlays and toggle if they’d like to have the submenus always visible or not. (74653)
- Page Creation in Navigation: Create pages directly from the Navigation block with helpful Snackbar notices and improved parent page search using relevance matching (72627, 73836).
Treating patterns like a single block [all]
Get ready for a smoother, more intuitive experience when using patterns in WordPress 7.0. It’s becoming much easier to customize your site’s design sections with a simplified editing workflow and an improved content-focused mode.
Users naturally stay in the safe lane without accidentally breaking designs. Agencies can hand off a site knowing clients can’t wreck the layout by default — they’d have to deliberately choose to go deeper.
What’s New for Patterns:
- Quick Content Edits: When you select a pattern, instead of seeing a list of individual blocks, you’ll see a clean, expanded inspector panel. This panel exposes all the editable text and image fields directly, organized for easy access.
- Content-Only Focus: Patterns will now default to a Content-Only editing mode. This simplifies the experience by letting you quickly fill in the content without seeing all the underlying design tools.
- Full Customization (If You Need It): If you do need to change the structure or design of a pattern, you can simply “detach” it. This gives you full access to all the individual blocks, just like before. Use the Edit Pattern button from the sidebar.
- A Unified Experience: This new approach makes patterns feel like single, smart design objects with easy-to-update attributes, whether you’re using a pattern, a design section, or a partially synced pattern.
Head over to the dev note Pattern Editing in WordPress 7.0 for the full picture.
AI in WordPress [enterprise][developers][site admin]
WordPress 7.0 ships with a WP AI client API and a built-in Connectors screen — a centralized hub for managing all kinds of external service integrations, not just AI providers. Connect to OpenAI, Claude, or Gemini and WordPress automatically installs the right plugin and prompts you for your API key. Developers get a consistent framework to build on—enabling features like content generation, block building, and theme creation without reinventing the plumbing every time.
The new Connectors page also sports a shout-out to the AI Experiments plugin if users want to see AI features, like title, excerpt, or alt-text generation, in action.

But the real value of this Connectors API is broader: any plugin that needs to connect to an outside service via API keys or other credentials can tap into this standardized connection management system. Users get one place to maintain all their integrations. And plugin developer a standardized way to tap into the plumbing.
- Read the dev note Introducing the Connectors API in WordPress 7.0 for all the salient details.
- The Core AI team also published a Call for Testing: Community AI Connector Plugins.
Visual Revisions [all]
How revisions work for the block editor was completely reimagined. The visual Revisions screen keeps you in the editor the entire time, activating a subtle revision mode right where you work, eliminating the need to jump to a separate screen. A timeline slider in the header allows you to browse through different versions, seeing content updates in real-time.
The system highlights visual differences, showing added and removed text, formatting changes, and outlining modified blocks instead of raw code. For long documents, a mini-map along the scrollbar indicates where changes exist, letting you jump directly to them, and the sidebar remains useful with a summary of the changes for the current revision. To simplify reverting, the “Update” or “Publish” button is replaced by a “Restore” button when you are browsing the history (74742).
Yellow marks a changed section/block, in red you’ll find deletions and green are additions compared to the early version.
Wes Theron has a short video on How to restore previous versions of a page or post in WordPress.
Anne McCarthy also gives a great walk through the screens on Youtube:
New Blocks
Breadcrumbs Block [all]
The new native Breadcrumbs block in WordPress 7.0 provides dynamic navigational trails for the Site Editor. It automatically generates paths from the homepage to the current page, adapting to context.
The block handles hierarchical pages (e.g., “Home / Services / Web Design / Portfolio”) and includes taxonomy for blog posts (e.g., “Home / Technology / Your Post Title”). Beyond simple pages, it correctly constructs paths for archive pages (category, tag, author, date), search results, and 404 errors. For Custom Post Types, it includes the post type archive in the trail.

The block offers alignment options (left, center, right, wide/full), as well as other block design options. Additional settings are available for showing the last item as text or a link and consistent homepage handling (72649).

The dev note Breadcrumb block filters has the details.
Icon Block [all]
The new Icon block empowers users to add decorative icons from a curated collection to their content. It utilizes a new server-side SVG Icon Registration API, ensuring icon registry updates propagate without block validation errors.
The initial release is limited as it doesn’t yet allow registering third-party icon collections. Extensibility for third-party icon registration is planned for future release in 7.1, following further development on the Icon registry API architecture. A REST endpoint at /wp/v2/icons supports searching and filtering. The initial set draws from the wordpress/icons package (71227, 72215, 75576).

Block Editor enhancements
Custom CSS for Individual Blocks [enduser][site admin] [theme builder]
Previously, applying custom CSS to a block instance required adding a custom class name and then writing a rule in the Site Editor’s global Custom CSS. This two-step process was complex for most users and inaccessible to content editors without Site Editor access.
A new custom CSS block support introduces a Custom CSS input to the Advanced panel within the block editor sidebar, conveniently placed next to the familiar “Additional CSS Class(es)” field. You only need to add the CSS declarations (no selectors!) If you do need to target nested elements, use the & symbol (for example, & a { color: red; }). This field is focused purely on styling and will reject any HTML input. The field is guarded by the edit_css capability to see and use this powerful new field. The editor automatically adds a has-custom-css class for styling consistency. #73959, #74969.

Dive into the dev note Custom CSS for Individual Block Instances for the complete rundown.
Control viewport-based block visibility [all]
When you’re editing a post or page, you can now choose to show or hide any block depending on the visitor’s screen size. Select a block, click Show in the toolbar, and pick which devices — desktop, tablet, or mobile — should display it. You can also hide a block from the document entirely through the same modal.


For the nitty-gritty, see the dev note Block Visibility in WordPress 7.0.
Anne McCarthy walks you through the feature:
Anchor support for dynamic blocks [developer][plugin author]
Dynamic blocks now support Anchor (id attribute) functionality. The anchor reference is consistently stored within the block comment delimiter, enabling dynamic rendering on the front end. (74183)
Paste color values in the color picker [end user][theme builder] [site admin]
Color pickers throughout the block styles sidebar, now offer support for pasting complete color values. You can now copy/paste the brand colors from a design document or website into the color picker box and don’t have to go through the process of selecting the right color and hue (73166).
Dimension support for width and height [theme builder][site admin]
WordPress 7.0 expands the Dimensions block supports system with three significant improvements: width and height are now available as standard block supports under dimensions, and themes can now define dimension size presets to give users a consistent set of size options across their site.
The Dev Note Dimensions Support Enhancements in WordPress 7.0 has the details for block.development and theme builders.
Email notifications for Notes [all]
Collaborators can now get notified when someone leaves a note on their content. No more checking back constantly (73645).
Block Attributions Groups in the sidebar [all]
The block editor sidebar is being reorganized to make controls easier to find. Block settings will be grouped into four clear sections:
- Content (text, images, captions),
- List (reordering and nesting for blocks like Lists and Social Icons),
- Settings (block-specific options), and
- Styles (typography, colors, spacing).
This means you won’t need to hunt through toolbars or scattered panels — everything will live in a predictable place in the sidebar. Connected data sources will also appear directly next to the attributes they affect, so you can see at a glance what’s linked and where. It also means that for the transition a reordering of the sidebar and controls to be in different place than before. For instance. For an image block that includes the “Alt” text setting is now to be found in the content tab rather than the settings tab. (73845)
Here’s an example of the implementation for Patterns:

Link Control validation [end user] [site admin]
The Link Control component in Gutenberg now validates the URLs, you enter helping to avoid broken links (73486).

Improved Blocks and Block handling
Pseudo Styles for Button Blocks [theme builder][site admin]
Theme designers and developers can now style button states (hover, focus, active, and focus visible) directly within the theme.json, making it much easier to keep all design controls centralized and consistent. This reduces the reliance on custom CSS for things like button hover states (71418).
{
"styles": {
"blocks":{
"core/button":{
"color":{
"background":"blue"
},
":hover":{
"color":{
"background":"green"
}
},
":focus":{
"color":{
"background":"purple"
}
}
}
}
}
}
More details are available in the Dev Note: Pseudo-element support for blocks and their variations in theme.json.
Extra divs removed from blocks in the editor [theme builder][developer][site admin]
WordPress 7.0 introduced a new HtmlRenderer component, which renders HTML content as React elements with optional wrapper props. For theme authors, this means that several blocks will no longer have an extra wrapping <div> in the editor, allowing for consistent styling with the front end (74228).
Blocks that have been fixed are:
Universal Text Alignment [all]
Nearly all text blocks now support the standardized text-align block support system, including Paragraph, Button, Comment blocks, Heading, and Verse. Plus, text justify alignment is now available. See tracking issue to follow along on the progress (60763).
Cover Block Video Embeds [site admin][end user]
For the Cover block this release comes with the ability to use embedded videos (like YouTube or Vimeo) as background videos in the Cover block, rather than being restricted to locally uploaded files. Offloading video to 3rd-party services helps reduce hosting and bandwidth costs. Also, the focal pointer is now available for fixed background. (#73023, #74600).

Gallery Block
Lightbox navigation [site admin][end user]
The Gallery block’s “Enlarge on click” lightbox now lets you navigate between images. When you click a gallery image, back/next buttons appear so you can browse through the rest of the gallery without closing the lightbox. Keyboard navigation (arrow keys) and screen reader announcements are fully supported. It also works with swiping on mobile, however the swiping isn’t yet visual/animated. (62906) and lightbox items still miss captions.
Content Tab in sidebar [site admin][end user]
For fast access to Alt text box the sidebar of the Gallery block shows a new content tab in the sidebar.

Responsive Grid Block [site admin][end user][theme builder]
The Grid block is now responsive even when you set a column count. Previously, you had to choose between setting a minimum column width (responsive, Auto mode) or a fixed column count (Manual mode)—a binary toggle that confused many users. Now you can set both: when you do, the column count becomes a maximum, and the grid scales down responsively based on your minimum column width.
You can set neither, either, or both—the block handles all combinations gracefully. The confusing Auto/Manual toggle is gone entirely, replaced by clearer “minimum width” and “columns” labels with a plain-language description explaining the relationship between the two controls.. (73662)
Heading block variations [site admin][end user]
Each heading level (H1-H6) is now registered as a block variation on the Heading block. These do not appear in the inserter, but the change does add icons to the block’s sidebar for transforming it between variations (73823).

HTML Block Enhancement [site admin] [themebuilder] [end user]
The HTML block was redesigned to work now as a modal-based editor featuring separate tabs for HTML, CSS, and JavaScript. Admin can now use it for more powerful customizations, when HTML JS and CSS work on a single block. (73108).
Image block inline editing and controls [site admin][end user]
WordPress 7.0 comes with a revamp of the image editing feature in the editor. It’s now easier to crop, rotate or zoom in on a particular image corner. (#72414) (#73277).
Advanced Image Controls [site admin][end user]
Image block now supports the focal point control and aspect ratio adjustments for wide and full alignments, plus reorganized inspector controls with a dedicated content tab. #73115, #74519, #74201
Math Block Improvements [end users][site admin]
LaTeX input now uses a monospaced font, and style options are available for better mathematical expression editing (72557, 73544).

Paragraph [all]
A new typography tool has been added for specifying the line indent of paragraph blocks (73114, 74889). Users and theme creators can specify line indentation rules for a single paragraph block and also at global styles / theme.json level for all paragraph blocks. For global styles and theme.json, it’s possible to choose whether all paragraphs or only subsequent paragraphs are indented, which accounts for different indentation standards around the world.
The dev note on the new textIndent block support has all the details for developers working on blocks or themes.

The example code sets a default indent value of 1.5em globally for paragraphs:
{
"settings": {
"typography": {
"textIndent": "true"
}
},
"styles": {
"blocks": {
"core/paragraph": {
"typography": {
"textIndent": "1.5em"
}
}
}
}
}
More details can be learned in the Dev Note: New Block Support: Text Indent (textIndent)
Columns in Paragraph blocks [all]
Now that there is block support for typographical columns, the paragraph block can now handle text columns by default (74656).
On the front-end only, the Paragraph block now has a .wp-block-paragraph class. This change doesn’t affect global styles, which still use the p selector.(71207)
Query Loop Enhancements [all]
Query loops now support excluding terms. When the block is locked it now hides design change and choose pattern options. #73790, #74160

Verse Block, renamed to Poetry [all]
The Verse Block has been renamed to Poetry block (74722) Also it now utilizes border-box for its box-sizing, which guards against overflow issues and should make it easier to style without additional custom CSS.
Admin / Workflow updates
Manage fonts for all themes in a dedicated page [site admin][theme builder] [enterprise]
A dedicated Fonts page is now available under the Appearance menu for all themes. Until now, font management has lived deep inside Global Styles, requiring navigation through several panels to install or preview a font. This new standalone page lets block theme users browse, install, and manage their typography collection in one dedicated space.
Under the hood, this page is built on a new routing infrastructure for the Site Editor, designed to improve navigation and support new top-level pages in wp-admin. View transitions are now wired into this routing layer, providing early zoom/slide animations when navigating between pages (73630, 73876, 73586).
The Font Library and Global Styles also work with classic themes (#73971, #73876). Like the Media Library, you can access the Font Library as a modal or through a dedicated admin section—regardless of your theme type.
Command Palette in Adminbar [all]
Instantly access all the tools you need with a single click using the new Command Palette shortcut in the Omnibar! In 7.0 Beta 5, logged-in editors will see a field with a ⌘K or Ctrl+K symbol in the upper admin bar that unfurls the command palette when clicked. The new command palette entry point streamlines navigation and customization, giving you full control from anywhere on your site – whether you’re editing, designing or just browsing plugins.
View Transitions [all]
View transitions have been integrated into the WordPress admin in 7.0, enabling smooth transitions between screens. The implementation for the front end is slated for the next WordPress 7.1 (64470) The result is a smoother page-to-page transitions using the CSS View Transitions API — no markup or JavaScript changes required, just a progressive enhancement you’ll notice immediately when navigating between admin screens.
Improved screens across WP-Admin [all]
WordPress 7.0 is getting a CSS-only “coat-of-paint” visual reskin of the wp-admin, bringing the classic admin screens closer to the visual language of the block and site editors — no markup changes, no JavaScript, no functional changes, and all existing CSS class names and admin color schemes preserved. (64308)
- New default color scheme: “Modern” replaces “Fresh” as the default admin color scheme (#64546)
- Updated buttons and input fields: primary, secondary, and link buttons, plus text inputs, selects, checkboxes, and radio buttons, now align with the WordPress Design System (#64547)
- Updated notices: info, warning, success, and error notices refreshed for clarity and consistency (#64548), including on the login screen
- Updated cards and metaboxes: dashboard widgets and metaboxes get modernized styling (#64549)
- New
wp-base-stylesstylesheet handle: consolidates admin color scheme CSS custom properties into a single reusable stylesheet, available across the admin and the block editor content iframe - Login and registration screens: the WordPress logo updated from blue to gray to match the new design, and scheme styles now apply to login, install, database repair, and upgrade screens

Developer Goodies [developer][enterprise]
Client-side Abilities API
WordPress 7.0 ships a JavaScript counterpart to the server-side Abilities API introduced in 6.9. The Client-Side Abilities API arrives as two packages: @wordpress/abilities for pure state management usable in any project, and @wordpress/core-abilities, which auto-fetches server-registered abilities via the REST API. You can now register browser-only abilities — navigation, block insertion, and more — opening the door to browser agents, extensions, and WebMCP integrations directly in the client.
WP AI Client
WordPress 7.0 ships a built-in AI Client, that gives your plugin a single, provider-agnostic PHP entry point — wp_ai_client_prompt() — for text, image, speech, and video generation. You describe what you need; WordPress routes it to whichever AI provider the site owner has configured via Settings > Connectors. Official provider plugins cover Anthropic, Google, and OpenAI. No credential handling, no provider lock-in, and graceful feature detection before any UI is shown.
PHP-only block registration
Developers can now create simple blocks using only PHP. This is meant for blocks that only need server-side rendering and aren’t meant to be highly interactive. When possible this feature also auto-generates sidebars for user input for suitable attributes and design tools.
To do so, call register_block_type with the new autoRegister flag. A render_callback function must also be provided. (71792)
Dev note with all the details. PHP-only block registration
Pattern Overrides for custom blocks
Since WordPress 6.5, Pattern Overrides let you create synced patterns where the layout stays consistent but specific content can change per instance. The catch? Only four core blocks supported it: Heading, Paragraph, Button, and Image.
Not anymore. Any block attribute that supports Block Bindings now supports Pattern Overrides by default. Block authors can opt in through the server-side block_bindings_supported_attributes filter. This closes a long-requested enhancement and opens up synced patterns to custom blocks (73889).
DataViews, Data Form components and Fields API
A substantial API update introduces new layouts, validation rules, grouping options, and picker improvements affecting plugins using wordpress/dataviews. The Dev Note has all the pertinent details: DataViews, DataForm, et al. in WordPress 7.0
UI Primitives and Components
The WordPress UI package just got a significant update, adding multiple new components and tools to help developers create more polished and accessible interfaces for WordPress users.
- A new dropdown menu for creating standardized select controls.
- A tooltip component for displaying helpful hints when users hover over elements.
- The building blocks for creating form fields with consistent styling and behavior.
- A component that hides content from visual display while keeping it accessible to assistive technologies.
- A standardized button component for creating consistent interactive elements.
- Building blocks for grouping related form controls together (fieldsets).
- A component for displaying icons consistently throughout your WordPress interface.
- A building block for creating consistent layouts around input fields with standardized appearance and functionality.
A list of all the dev notes can be reviewed from the Make Core blog
WPTavern: #213 – Malcolm Peralty on Managed WordPress Hosting and AI Innovation at Pressable
[00:00:19] Nathan Wrigley: Welcome to the Jukebox Podcast from WP Tavern. My name is Nathan Wrigley.
Jukebox is a podcast which is dedicated to all things WordPress. The people, the events, the plugins, the blocks, the themes, and in this case managed WordPress hosting and AI hosting innovation.
If you’d like to subscribe to the podcast, you can do that by searching for WP Tavern in your podcast player of choice, or by going to wptavern.com/feed/podcast, and you can copy that URL into most podcast players.
If you have a topic that you’d like us to feature on the podcast, I’m keen to hear from you and hopefully get you, or your idea, featured on the show. Head to wptavern.com/contact/jukebox, and use the form there.
So on the podcast today, we have Malcolm Peralty. Malcolm has been immersed in the WordPress ecosystem for 20 years, starting out as a full-time blogger and working his way through tech roles in project management, agencies, and even a stint in the Drupal space. These days, Malcolm is bringing his experience back to WordPress, serving as a technical account manager at Pressable, a managed WordPress hosting company.
Malcolm shares how he found his way from early forays with WordPress to managing large scale hosting environments. He talks about the lure of the Drupal world, and why he’s ultimately returned to WordPress and Pressable.
We discuss what technical account management means at Pressable, how his role differs from sales and support, focusing instead on long-term strategy for clients, performance optimization, and bridging the gap between customer needs and the underlying WP Cloud infrastructure. We hear how Pressable proactively helps clients, sometimes even advising them to downgrade their plan if optimizations mean they need fewer resources.
We go behind the scenes in Pressable, getting into how hardware considerations, plugin bloat, WooCommerce or LMS sites, and customer handholding, all come together inside one company. Malcolm gives us a candid look at performance challenges, the way hosts interact with infrastructure teams, and why education around WordPress performance is so tough, even as competing platforms prioritise speed at all costs.
We also look into the future. What are the cutting edge trends in hosting? Like database replication, virtual clusters, and especially the rise of AI within the hosting experience. Malcolm explains Pressable’s upcoming MCP, an AI powered control panel that promises to let you deploy, and manage, wordPress sites using natural language.
We explore how AI will impact everything from customer support to site deployment, potential pitfalls, and the challenge of balancing automation with human relationships.
If you’re curious about the state of managed WordPress hosting today, the interplay of tech, support, and AI, or just want to know what’s happening behind the curtain, this episode is for you.
If you’re interested in finding out more, you can find all of the links in the show notes by heading to wptavern.com/podcast, where you’ll find all the other episodes as well.
And so without further delay, I bring you Malcolm Peralty.
I am joined on the podcast by Malcolm Peralty. Hello, Malcolm.
[00:03:55] Malcolm Peralty: Hi there. How you doing today?
[00:03:56] Nathan Wrigley: Yeah. Very nice to have you with us on the podcast today. Malcolm’s got a really interesting story. He’s done a lot, a lot of it kind of maps to things that I’ve done in my life. But it’s a tech podcast, generally we talk about WordPress, but I think we’re going to talk about hosting, AI, and possibly other CMSs.
But before we do, a moment for you, Malcolm, just to introduce yourself and give us your potted bio, I guess centering around your relationship with technology, WordPress, CMSs, that kind of thing.
[00:04:22] Malcolm Peralty: Yeah. So first off, I like to always say that I’m Canadian. I think that actually kind of gives us some insight into a little bit about how I think. And I live just outside of Toronto, Ontario, Canada right now, and I’ve been in the WordPress, around the WordPress space for going on 20 years.
I started with WordPress 0.72, so before the 1.0 release. And I was a full-time blogger, talking about WordPress for several years, and kind of stumbled into using some of my tech skills to work in and around technology with WordPress, and then project management. And because of project management, I’ve been able to work with agencies that build like smartphone apps and other CMS systems, and custom CMSs for customers. But I’ve always kind of kept a toe in the WordPress world as much as possible.
[00:05:11] Nathan Wrigley: Yeah, and you firmly landed back in the WordPress world working for Pressable, which we’ll talk about in a moment. But you had a bit of a foray in the Drupal, Acquia world, I think. The word Acquia may not mean a great deal to people listening to this podcast, but it’s kind of the equivalent, I suppose the best mapping would be Automattic over on the Drupal side. What was your experience with Drupal? How come you’re not still fully on the Drupal side of things?
[00:05:35] Malcolm Peralty: Yeah, so that was kind of a strange one for me. I didn’t expect to have a position in the Drupal world. I had done some like Drupal project management before, a lot of like moving Drupal sites to WordPress or like revising a Drupal site, or adding a smartphone app to a Drupal site. But that was mostly, again, as like a project manager or a site builder, not as like someone who really understood the engineering behind Drupal.
But a long time friend of mine reached out and said, hey, would you ever be interested in a job at Acquia working at the Drupal mothership, so to speak? And the position was a technical account manager, which thankfully leans more on my skills as a project manager and someone who understands web hosting than someone who understands Drupal. So I was able to use the combination of 20 years of skills in the space to actually make a good go at it.
And I think one of the big reasons why I was so enticed and interested by the position is, honestly, Drupal jobs pay better than WordPress jobs. And it’s horrible and sad to say, but I think it was a really important factor in my determination on where my career was moving. If it wasn’t for the fact that Pressable came along when it did, and basically offered me a similar kind of pay scale, I’d probably still be in the Drupal space and who knows for how long.
[00:06:55] Nathan Wrigley: Yeah, that’s really interesting. I was a big Drupal user for many years but just found it was, there was a lot of things that I didn’t need that Drupal did, that WordPress could do. And so I firmly moved ship away from Drupal. Well, I think it was when Drupal finally went to version eight, so many, many years ago. Something like 2015 or something like that. And I certainly haven’t looked back.
So Pressable, you may need to go and Google that if you’re listening to this podcast. You may have heard that name before, but it is a hosting company, I guess managed hosting, dedicated hosting for WordPress websites. My understanding is they don’t do anything else. Pressable simply work with WordPress. But what’s your role over there? Let’s begin there.
[00:07:37] Malcolm Peralty: Yeah, so I’m a technical account manager. I’m the second technical account manager that Pressable has hired. They’re trying to build out a technical account management discipline. For those that haven’t heard the term technical account management before, you might think it’s like a sales role or something like that with a technical bent, and that’s not it at all.
We’re basically, you know, like WordPress and WordPress hosting strategists, right? So we’re thinking about like, what does your website look like a year from now, two years from now? What technologies do you need to be aware of? What end of lifes will come up that you might need to develop against? What plugins and tools are you using and how performant are they, and are there more performant options in the mix that might work for you? And so that’s really kind of the role that we take at Pressable.
Right now a lot of it is also kind of the pre-sales, right? Like which tier of service or product will your website fit into? What kind of customisations or optimisations might you want to make in moving over to the Pressable platform? And so we kind of go through all of that with customers of kind of a certain scale and size.
[00:08:36] Nathan Wrigley: So do you, as part of the job description then, do you monitor existing websites that are on the platform already and look for, let’s say things like bottlenecks, where something’s going wrong? The client may not be aware of it, but you can then sort of inject yourself, begin a conversation and say look, you’ve got this suite of plugins, that’s great, but we’ve noticed that improvements could be made here, there, and the other. And here’s a suggestion for something that maybe will get rid of that problem.
[00:09:02] Malcolm Peralty: We do get to do a little bit of that, not as much as I would like. My long-term hope would be that, much like Acquia, much WordPress VIP, TAM would be like a subscription service that customers of a certain tier would be able to sign up for, and have like that consistent access and that consistent monitoring where, like on a monthly basis, you know, we’d go through our client list and like double check all of them.
Right now we’re sometimes a point of escalation for support if need be, where they’re like, this problem’s going to take more than an hour to solve. Maybe the solutions team and the TAMs can kind of take a look at this and dive deep into it. We also kind of monitor the data coming in from our server instances. And, yeah, we’ll sometimes kind of cherry pick some of the ones that are standing out as not working as well as they should be, or using more resources than they should be, just as a point of like general optimisation, right?
It’s funny because our role helps both the customer because, again, we don’t care about the money side, right. So we’ll come in and be like, here’s the optimisations you need to make. Now you don’t need even as quite a big a plan as you have maybe. Maybe you need to downsize your plan now because we’ve helped you optimise your website.
But from a resourcing perspective on the Pressable side, it’s also advantageous because one, it makes the company look good to be proactive in that way. And two, it helps for server resources, right? We have our own cloud, WP Cloud, which is our own server stack. It’s not AWS, it’s not Google Cloud. And so optimising resources can allow us to have resources available for other people who maybe are bursting because of a big sale or front page of Reddit or something like that. So we’re always looking at those optimisations as an opportunity on both.
[00:10:37] Nathan Wrigley: Do you, as part of your role, get to sort of interface somewhere between the customer, the people who pay you to have hosting and the hardware side of WP Cloud? Because presumably on the WP Cloud side of things, there’s a hardware layer. There’s literally people putting boxes into racks and putting the cables in and what have you.
Because my understanding is WP Cloud is owned, well, it’s not AWS, let’s call it that. It’s not Google’s Cloud infrastructure. It’s not any of those other things. It’s managed, known by whom, you can tell us in a moment. But do you get to have a conversation, say, look, we’ve noticed that this bit of hardware isn’t as performant as maybe something else? Or, look, here’s some new thing that’s been released onto the market, can we get a dozen of those and try that out?
[00:11:17] Malcolm Peralty: For sure. And as Pressable continues, try to move towards the higher end of mid market to try to acquire customers that are using WooCommerce or learning management systems, we’re finding those platform opportunities where we’re providing like, here’s what we’re seeing, you know, here’s all this data that we’re collecting. Here’s what we think this means. Here’s what maybe our competitors have done, or what our customers have noticed on competitor platforms. How can we either like negate the advantages of other platforms? Or how can we find ways to make ourselves even better than them? Or, here’s what we’re already doing, great, is there any fine tuning that we can do to like eek out that extra little bit of performance?
We try not to be too prescriptive with the WP Cloud team because they really are the experts in the hardware. But we bring a lot of that WordPress knowledge to bear and say like, this is what we’re seeing from a WordPress perspective, what can you do on a hardware and software on the server perspective to kind of make this work even better?
[00:12:12] Nathan Wrigley: It’s a difficult juggling act to perform in a way, isn’t it? Because on the one hand, we’re always talking about how performant WordPress can be, and on the other hand, we’re always talking about plugins and themes and the fact that amassing those will slow things down. You know, you throw in an LMS or WooCommerce or something like that and suddenly the website is going to be a different animal, let’s put it that way.
And so on the one hand, trying to pitch WordPress as performant, and then on the other hand, there’s this whole bit that you are dealing with where the performance is somewhat under question. I’ve always thought that’s a difficult challenge. And certainly in terms of marketing that and making the public understand that, okay, there’s the performance on one side, but we can manage that on the other side. I think that’s a really difficult thing to do because you’re trying to communicate something incredibly technical to presumably a whole load of people, some of whom aren’t technical at all.
[00:13:03] Malcolm Peralty: And even worse, a lot of other competing hosts will hide a lot of issues and faults and sins that customers have made on their website through like heavily used Redis setups that like just make it seem like their website is so much faster than it actually is. Or they’ll buy hardware that is, you know, has like the fastest CPUs. And so from you as a single user testing your website, you might say, wow, my website is so fast on this other platform, but when I move it to this company, now it feels slow. But you’re not doing a test at scale. You’re doing an individual test, right?
So you go on that hardware and you put like 25, 100, 1,000 users going through a checkout process, and all of a sudden your website is slow as molasses and starts falling over. Whereas on the platform that quote, unquote, seems slower, it’s so much more resilient and able to handle that load.
So there’s so much nuance here and so many things that we’re dealing with and a lot of the job ends up being at customer education because it’s very easy in the commodity hosting space to be like, I’m going to move to this other company because they seem faster. And that really shouldn’t be your single goal. It should be understanding your website. But a lot of small business owners, medium sized business owners, even large business owners don’t really necessarily want to understand how their website is built and how their pages are built and these kinds of things.
And it’s funny you mentioned about the WordPress performance thing because sometimes I want to be like, just do this one thing for me, right? On our platform, turn off all your plugins, go back to the default theme, tell me how fast your website loads because guess what, it’s probably going to load pretty darn fast, right?
The problem I have is the customers that have 50, 60, 70 plus plugins, and two of them are different like builder tools, which is unfortunately the bane of my existence. No offence to like Elementor and Divi and Beaver Builder and all these companies that are making these tools to help people have their dream website on the internet. But man, are they ever heavy and slow when you’re trying to create a performant website these days?
And so, you know, I’m often having these conversations about, what is most important to you? And understanding as well that search engines like Google, and search engine companies believe that performance is a big deal because that’s how they manage their own infrastructure, right? If a website is slow, then they can’t really crawl it effectively and understand what’s going on with it. So that plays into a lot of the conversations that I have as well. And it’s never easy.
[00:15:23] Nathan Wrigley: Yeah, I imagine it’s not. I mean, I don’t know if the goal of Pressable is to make it such that you show up with your website, pay your monthly subscription, whatever it may be, and kind of that’s it. We will take it from here. I don’t know if that’s the goal. Or if it’s more of a, we will have a conversation with you, we will make recommendations and over a period of time, we will come to some sort of happy medium where, you know, what you’ve got is what you are happy with and it’s also performant from our side.
So I don’t know how much of a conversation is there. Any website that I’ve ever brought to Pressable has been fairly straightforward. I’ve installed it, it’s worked exactly as I had anticipated, and so I’ve never really had to get into it. But, you know, a website with 10,000 SKUs, and a million visitors a day, presumably there has to be some handholding going on there.
[00:16:09] Malcolm Peralty: Yeah, I think the big point of delineation is the cacheability of a site, right? So the ability for us to serve it without building the pages from scratch. If you have a brochure site, if you have a marketing site, if you are, you know, the only thing on your website that’s like a real user interaction is some buttons and maybe a form to submit, like a contact form or a marketing related form, your website is going to run perfectly on Pressable without any kind of handholding, without any kind of consultation. You’re going to be able to upload it and know it’s going to be resilient to whatever traffic you receive, and even like power outages in entire halfs of countries won’t bring your website down.
If that’s the kind of experience you want, those plan tiers exist and they work great. And we have agencies that throw thousands of websites on Pressable’s platform in that kind of umbrella without any kind of issue or concern or question.
I think the consultative part comes in when you’re starting to do things like I mentioned before, learning management systems, e-commerce systems, merch drops, custom contests. If you’re doing anything that basically has a different user experience based on adding something into a cart, or like completing a module of learning that needs to be tracked and following the user, typically this means that it’s going to be uncached, which means that it’s going to rebuild that page from scratch, and that requires a fair bit of resources.
We’ve optimised a lot of things to make sure that we can do that effectively, but again, the conversation comes into play, if you add in Facebook for WooCommerce plugin that breaks cache on every page load, then we have to work with our customers to understand like what that means, and what the trade-offs are, and what replacements might exist to make it so that we can cache the majority of sessions so that they can stick within their resource utilisations that we expect them to use.
Most companies, including Pressable will sell on like the number of visits to the website, but also another piece is the amount of workers, right? So these are the little pieces of software behind the scenes that actually complete all of the things that users are requesting, right? Serving up images and web pages and shopping carts and stuff like that.
We have a really cool model where we have one worker per one VCPU, which basically means you get your own dedicated highway for that worker. He’s his own little car on his own little highway lane. Where a lot of companies will do like 40 workers to one VCPU. So imagine 40 cars on one lane highway, versus five cars on a five lane highway. So the way that we process things is a little bit different as well, and so that requires a little bit of education on our side.
[00:18:32] Nathan Wrigley: I think there’s this whole mysterious scientific laboratory kind of impression to hosting, if you know what I mean? I’m imagining a room, a laboratory, sort of white walls and everything, with a bunch of people wearing white overalls with pens neatly lined up in their top pocket, and obsessing about these acronyms. Well, this isn’t an acronym, but you mentioned workers.
But you’ve got things like Redis, you’ve got things like edge caching and all of this kind of stuff. And honestly, to me, a lot of that is a bit of a puzzle. And I don’t know how you educate the public about those things other than just saying, just don’t worry about it. We’re here for you. We’ll deal with that complexity.
But also, I’m curious to know what kind of innovations are there still to be done? Now obviously we’re sort of crystal ball gazing a little bit here, but I am curious about where is the bleeding edge of server technology and hosting technology? What are the things which are just a little bit over the horizon, but are of interest, which may drop in the next year, two years, three years, something like that?
[00:19:34] Malcolm Peralty: Yeah, I would say we’re seeing a lot of web assembly type efforts, which is kind of interesting, which is, yeah, I don’t know if anyone’s ever seen, there’s a WordPress Playground site where you can have like WordPress basically running in a browser. You don’t have to install it anywhere. It just exists in your browser as like this ephemeral install of WordPress that you can play with and do stuff with, and then export to a real install of WordPress if you’re interested.
I think that is a super impactful and interesting technology, and we’ll see probably more of that in the next little while, and how hosts can kind of play into that. I think that we’ll also see better caching technology, better database technology, but also I think better replication technology. So everyone knows that a lot of WordPress kind of exists within the database, and so if you want to have high availability, you need to be able to have that database exist in multiple places. But if you’re doing transactions on your like primary database for like e-commerce, you’re like buying products and you have, Malcolm bought a t-shirt from my website, he wants this size and he wants it shipped here, we need to now replicate that to any other like high availability databases that we have. That replication right now is very old technology in a lot of ways, and it’s not as optimised as we would like it to be. So there’s a latency that exists there in replicating that to other places.
Acquia and some of the other companies I worked for, that latency could be really high or really low depending on how it was configured, right? How long do we kind of keep that data there before we send it over?
We try to do as much real-time streaming at Pressable as possible to make it so like, you know, within like two seconds, the data is now in that replication. And so if your primary goes down, you’ve lost maybe a second or two seconds of data. On some websites, even that can be really bad, right? Because if you, let’s say you’re doing a big product drop and you have 10,000 people wanting to buy tickets to your concert, and you lose two seconds of data, that could be hundreds of transactions that just evaporate into the ether. So better ways of syncing that data across, and managing that relationship between multiple servers I think is going to be a big transition that we see in the marketplace.
We’re already seeing the idea of virtual clusters. So multiple data centres pretending to be like one local server. So then we don’t have that same feel of migrating or syncing data between locations, it just pretends it’s all kind of in the same place. So I think that will be kind of interesting to see because again, that adds more resiliency. And I think, everyone that I’ve ever talked to, if you say like, how long are you okay with your website being down? Even if it’s not a moneymaking website, you’ll hear them say something like, I don’t know, maybe an hour at most, right? So finding ways to make websites more resilient is going to be important.
And then I think just a better understanding just from top to bottom on what’s happening with a website, right? So we have a lot of logging, but it’s not necessarily the best at auditing. So, for example, if Nathan came on my website and got access to it and deleted a plugin, I might not have the best tools right now to be able to say, oh, it was this IP address at this time, he logged into this user, he did this action, and have that complete picture to be able to kind of quickly and easily reverse.
We kind of depend on backups right now a lot of the time, and I hate that. Or we depend on like trying to fish through logs and make those connections using our human brains. All of that is just a really poor solution and I think AI will hopefully help with some of that, and I’m looking forward to having more of this like very specific picture of every action that has on a website without, again, adding a whole bunch of load to the server environment or a whole bunch of data storage requirements that makes it really impossible for organisations to kind of have all this information, right?
Because if I start auditing every action that I’m taking on a website that I have access to, and you think of Pressable having multiple thousands of websites, hosting platforms, you can imagine the amount of data we’d then need to record, right? So data compression becomes super important, or the ability to kind of infer things based on data that we’re seeing becomes important. The amount of work that I do in like looking through logs would make your eyes kind of pop out of your head. It’s brutal sometimes. And logs have never been very user friendly.
So again, another area that AI has been helping us with is like, okay, pull out the things that are potentially the most impactful, the most interesting, the things that stand out over like a statistics, probability kind of system.
[00:23:48] Nathan Wrigley: Yeah, I think what’s really curious about everything that you’ve just said is, so there’s this kind of impression for people who are just casual users of WordPress that you go to a hosting company, it’s a bunch of files and it’s a database, how hard can it be?
And then you’ve just given us a bit of a window into, well, this is how hard it can be, because there’s so many scenarios. And the typical mom and pop store where, like you said, an hour’s downtime might not be the end of the world, and most of the things can be cash and all that kind of thing. Well, that stands in real contrast to the, I don’t know, the gigantic megacorp .com company that’s doing 8,000 transactions every couple of minutes and there’s millions of dollars going through. And there’s just a whole other layer of things going on there.
And so you see the word Pressable and you think, hosting company, pretty straightforward. And I think it’s really interesting that you get an opportunity to come on and say, well, actually, no, there’s this other layer. There’s all this stuff going on in the background. There’s all of this technology. We’re thinking about the future. You know, we’ve got different geographical locations where things are housed, and we’re trying to speed that up so that there are all these different clusters. It sounds complicated, essentially. I’ll boil it down to that.
So I am a Pressable customer and when I go into the Pressable admin, I sort of log in and, you know, I’m presented with the usual array of different options. I would say that there’s more than probably somebody like me is requiring, but there it is anyway. You know, there’s lots of different options for tweaking this, that, and the other thing.
What I’m trying to sort of draw an analogy to is that it can be a little bit overwhelming if your day job isn’t to deal with a website. You log in and, what is this? What does this menu even exist? There’s probably ways of Googling it and finding it out. But I know that in the near future, Pressable is going to be launching sort of like an AI component to the hosting side of things. An MCP, you’ve described it as Pressable’s MCP. And then in parentheses, get AI to do things related to your hosting, whether that’s WooCommerce or WordPress or performance optimisation or whatever it would be.
So this is interesting. And I’m just curious as to how deep are you going to allow the AI to go? We all know that the AI, any AI can hallucinate. So I’m curious as to know what kind of things are you unleashing for the AI? Is it just a case of, okay, I would like the light theme now, please? Or does it penetrate much deeper than that?
[00:26:10] Malcolm Peralty: So it’ll be in phases over the next little while, we’ll unveil these features and what connections that we have. But eventually the expectation is, anything that you could do or click on as a user in the control panel, an AI could also act on and do as well. So a great example that we’ve been giving our agency partners is if you, let’s say, are working on code for a customer’s website, you could say to the AI built into your Visual Studio Code or your GitHub or whatever, hey, spin up another sandbox site, push this code, update the database, pull from production, all the files, and let me know when this is complete.
And the MCP will go and it will spin up a new sandbox site, a new WordPress install, with a new domain name attached to it. It will grab your code and push it up to that website. It’ll go to production and grab the files from the wp-content uploads folder, and sync it over to this new staging site or sandbox site that you’ve asked for. And then it’ll say, hey, by the way, it’s now ready for testing.
And you’ve done this all with natural language as a command behind the scenes. Or, let’s say you’re running a thousand sites, tell me all the websites that need like a Gravity Forms plugin update. And it will go and it’ll check all of your websites in the Pressable platform and give you a list of like, hey, here are the ones with Gravity Forms updates. And you could say, okay, update them for me please. And it’ll go back and it’ll do that job.
[00:27:24] Nathan Wrigley: So I guess the goal is to make it straightforward to use natural language to do a variety of tasks. Now obviously there’s got to be some serious guardrails around this because, you know, it would be very easy to inadvertently type, delete all of my, that’s a bad example but you get point. You know, what are the contraints?
[00:27:43] Malcolm Peralty: Yeah, please don’t use dangerously skip permissions, for example. So a lot of the AI tools that already exist have some human in the loop questioning. Are you sure you want me to do this? Are you sure you want me to do this kind of thing? And kind of seek their approval. We’re also talking about what, if anything, we’re really going to do on our side about that? We have pretty solid backup solutions put in place. So maybe if you, you know, accidentally said, clear out all of my platform, and it deleted all of your websites, you could then hopefully say, can you actually restore from backups all of those sites and have it restore from backups all of those sites.
So, you know, we keep hourly backups of database, daily of the WordPress file system, so there is that. Also our main WordPress install is simlinked, which means that you can’t actually change any of the core files. So even if you told it to delete WordPress, it can’t actually do that piece of it. So your WordPress install would still exist, but all your plugins and uploads and database would all be gone. But you could just restore them again using natural language.
So there are some guide rails that we can put in, but at the end of the day like, you’ll be able to connect whatever AI tool you’re using. Maybe you have Ollama with a local AI tool on your computer. Maybe you’re using Claude or Codex or something else. You’ll be able to use any of those AI tools. And so some of it is really on the person using it to put in some of those guardrails and those human and loop things. And I would recommend having a like system prompt that basically says like, before you do anything destructive, check with me first. Not that it won’t automatically do some of that, but it’s just good to have a secondary layer.
[00:29:13] Nathan Wrigley: And how are you exposing these capabilities to, let’s say Claude or whatever it may be? So what does that interaction look like? How is it that certain capabilities are available, but others are maybe not, and so on.
[00:29:25] Malcolm Peralty: Yeah, I mean I like to think of an MCP kind of like USB/API for AI. So we’re basically just making those kind of endpoints available to the MCP, or making like those API endpoints available to AI, so that it can undertake things on your behalf. So like our whole control panel is basically APIs all the way down, so to speak. So it’s not very hard to kind of hook those things up.
I think the harder part is making sure that the AI understands what these controls, what these APIs do, what they expect to receive, what they expect to give back, and what that all means. And once all of those kind of definitions are in place, then it’s pretty easy.
[00:30:05] Nathan Wrigley: I think one of the curious things for me is being inside, let’s say the Pressable UI where I’m navigating with a mouse and I’m clicking on things, everything is very intentional. You know, I go to a thing, and I do a thing, and I get a prompt to say, are you sure you want to do this thing? And I say, yes. And so it goes. And so every single thing that I do requires an interaction with me.
I suppose, with an AI, you could concatenate a variety of things. Maybe the AI has some sort of misunderstanding along the way, or you type things in such a way that it’s not entirely clear. And then kind of unpicking, okay, what just happened? It’s really easy to unpick that in the UI because you can say to the support rep, well, I did this, and then the site died. Okay, we know what happened there.
Whereas with this cascade of things, which is done with natural language, presumably this is where your logging, that you described earlier, comes in. There isn’t really a question there, but I’m curious as to what that process is. The capacity for many dominoes to fall from just one simple prompt, I suppose as a point of concern for you guys, because you are going to have to be unpicking all of this on the backend when things, which they inevitably will, go wrong.
[00:31:16] Malcolm Peralty: For sure. And I mean this is one of those areas though where we’re ahead of the curve. I think a lot of companies will be adding these kinds of things. But from an AI perspective, I mean, since October or November of last year, we’ve seen the skills and abilities and understanding of the top tier AI tools just jump exponentially. So the number of mistakes or concerns that we have have gone down in that same vein.
Our support team has also been trained up in a lot of these. And we’ve been testing a lot of these MCP pieces for a long time now. So we feel pretty confident that those that enable this and that have a good understanding of what this means and how to use it won’t make too many mistakes or have too many concerns or issues.
You know, again, we’re targeting a lot of our agency partners that are developers that already kind of live and breathe this stuff. So they’re also used to being able to untangle and knot if they tie themselves in one. So I don’t expect someone with their like first WordPress website on Pressable to enable MCP and start using it.
I really think this is most valuable to agencies or companies at scale. You know, if you’re running one website, you probably don’t need this, but if you’re running like 10, 100, 1,000 websites, then this tooling becomes very helpful. Because you can have like a, maybe do it on one site and now then replicate that same thing you just did across all of the sites I manage.
[00:32:33] Nathan Wrigley: I don’t really know how to phrase this question, but I’ll give this a go. At the moment, presumably you have a fairly solid relationship with your customers. You know, if something goes wrong, you log in, you enable the chat widget, you have that conversation. There’s this backwards and forwards, okay, great. And maybe there’s lots of clients that you get that you never have that interaction with.
But I’m just curious how that relationship over time might change with the advent of AI. And what I mean by that is, it’s almost like you’re not talking to humans anymore. And because of that, you start to have a different impression of the company that you are dealing with. Okay, it’s just some sort of AI entity, I don’t need to worry about it so much. Maybe loyalty starts to come into question because there’s no humans there anyway.
So again, it’s very hard to encapsulate what I’m saying, but presumably from a marketing point of view, there has to be some moment at which you say, okay, there’s too much AI now. We’re no longer a bunch of humans presenting ourselves to the world. We just look like a bunch of robots. Do you know what I’m saying there? Does any of that land?
[00:33:34] Malcolm Peralty: It does. I will say, we have those conversations internally. The expectation is always going to be like, when we add a new feature, it’s going to be added for humans first and then added to our AI tooling. But the only way that you can compete in the modern marketplace is to take advantage of some of the tools and opportunities we’ve been given with AI. As difficult as it is, there’s probably a business case, you know, I’m sure there will be businesses that will target people saying like, we don’t use AI for support, we don’t have AI integrations, we’re a completely human business. But I think the difficulty will be like scaling and competing in the modern marketplace.
And like a lot of the agencies we’re talking to are expecting this. They’re pushing us towards this because they’re looking to reduce their time to delivery, right? They want to be able to sit in a coffee shop with a customer, get a brief of the business, give that brief to, you know, an AI tool that transcribes their voice to words, and then have it go through this whole system of setting up a hosting sandbox for the website, set up WordPress, select a theme that matches their expectations, set up the brand colours, and almost have like a proof of concept at the end of a meal with a customer, that was assisted by AI.
And if they can’t do that first step of setting up a sandbox or a staging site for the customer, then we’re not part of that conversation at all. They’re going to go where there is that feature and that functionality, and Pressable won’t be part of that conversation at all.
And as end users, I mean, having AI assist with the things that agencies or higher touchpoint customers need, gives us that flexibility now to be available for the $25 a month customers who actually need the handholding and support from a human that we just couldn’t do otherwise, right? It just doesn’t scale properly at that price point.
So I think this could be advantageous to both sides if it’s used right and done right. But I definitely agree, there’s landmines that we have to kind of be cautious of and avoid, and we have to be very careful about how we apply this. And I think the key thing is always making sure that everything that we do is human first, and then AI enhanced, rather than AI first and human supplemented. It’s just a hard line to walk.
[00:35:37] Nathan Wrigley: It’s so interesting that conversation you’ve just described in the cafe where, by the end of the cup of coffee, you’ve got yourself a website based upon a conversation you were having moments before. The collapse of the timeline there. You know, we used to think that this five minute install was a big thing. Now it’s like the five minute website that’s fully ready to go, you know, or at least some simulation of a website. May not be the finished one but, you know, you’ve got a staging site ready, with a theme that’s adjacent to what you want to do, with some content that might replicate what you want to do. And it all took place in less time than it took you to finish a single coffee. And that’s so interesting. And you have to armour yourself against that.
That raises another question of course, which is how far you, your tentacles go into the website itself. Because traditionally hosting companies really didn’t concern themselves with the website, apart from the fact that the website was available and, you know, we can see what your plugins are and yada, yada. But it does sound like we’re straying into theming, and possible content creation and things like that. So I don’t know if that falls into the roadmap a bit as well.
So maybe there’s a future where you can, with the AI sort of say, I’d like to swap out my theme. It’s Christmas time, give me a Christmas theme. But we’re doing that in the hosting environment. We’re not necessarily having to log into the website. Again, do you sort of see where I’m going with that?
[00:37:03] Malcolm Peralty: Yeah, and I foresee for sure, but the integrations with AI that WordPress 7.0 already has, and the discussions for 7.1 make me believe that Pressable’s MCP will be able to talk to WordPress’s AI integration and do that from end to end. So, I mean we could already do it with the MCP, like adjusting database values and stuff like that, but that’s not what I would consider an ideal way of doing this.
But like I said, with the changes that are happening in WordPress Core, I definitely foresee like a complete end-to-end solution. You know, one AI talking to another, who then carries that task forward, reports back to the Pressable MCP and lets us know that theme change is done, those plugin updates are done, the content change is done. And again, all from that initial prompt, you know, maybe in your Visual Studio Code, which is just crazy to me.
[00:37:45] Nathan Wrigley: I am so used to basically not going back to the hosting until there’s a problem. You know, I go to the login URL for the website in question, I log in, I move around the WordPress UI, create a post, publish a post, schedule something, whatever, upload some assets. You get the idea.
And the idea of that not being the modus operandi for everybody will be so interesting, because it’s going to shatter that experience of, you know, you could watch a YouTube video to figure out the thing because everybody does the thing in the same way.
But it feels like we’re heralding a future where no two people are going to have the exact same experience. You know, you may be creating content through a text editor, which then somehow gets uploaded, or the text editor merely creates a prompt, and then the theme is swapped or amended because you’ve typed in some prompt.
So, you know, my UI, my IDE, my text editor, my version of WordPress, maybe I might build my site entirely differently to you. So that’s fascinating and slightly worrying at the same time because, how do you support that? Not just Pressable, but how does the community support it when we’ve got an infinite number of ways to create a blog post?
[00:38:55] Malcolm Peralty: And not just a blog post, but everything.
[00:38:57] Nathan Wrigley: Yeah, right, everything. Yep.
[00:38:58] Malcolm Peralty: Maybe you say you want this Christmas theme. Maybe it doesn’t select a theme and change the colours, maybe it writes a whole new CSS for the theme you have. Or maybe it writes a whole new theme, or maybe it writes a plugin that automatically switches it around Christmas time. Like it doesn’t have to pull off the shelf from the theme marketplace or the plugin marketplace that already exists. It can create something wholly new and specific for you.
Maybe it writes a whole new block for you, rather than trying to pull together three or four blocks to be able to create the output that you’re looking for. And some of these things for sure are not going to necessarily be super performant or super secure, especially initially, right? Maybe a year or two from now, once the AI is even smarter than it is today, or has a better understanding of WordPress than it does today. Maybe it will kind of think more about security and performance than it does right now. But you’re going to have these people deploying things that are not the ideal outcome, or ideal solution, or ideal anything. It’s just works for them right now.
And it’s funny, I always hear people talk about maintenance, right? How are we going to maintain all this AI code? We, humans are not going to maintain all this AI code. AI is going to maintain and update all this AI code. And so the joke of it is, if you come along and your host comes back to you and says, hey, your website’s running like a dog. You’re not going to spend half a day or a day trying to troubleshoot anymore. You’re just going to say, hey, AI, why is my website running poorly? Fix it or give me a list of things that need to be fixed, or what have you.
I at Pressable am already like using AI to basically write scripts that run through like two dozen WP-CLI commands, another two dozen like database commands, and some like full code searches. Give me a quick report on anything that needs to be optimised, right? So I didn’t write that script from scratch, I didn’t write that code from scratch to do that. I directed an AI to be able to create that for me. And now as the human in loop, I’m interpreting the data that it’s collected, but I can foresee a future very near where I say, hey, AI now interpret all this data you’ve collected and send a summary to the customer on what they need to change or do. Go and act on my behalf and make these changes.
[00:40:49] Nathan Wrigley: That’s so interesting. So there’s a couple of things. The first one is that it feels almost like we’re heralding in a future in which the WordPress UI maybe is not seen by everybody. So a good example would be, I have a Mac. I rarely use the Mac. I use things on the Mac. You know, I’m using a browser. I use a text editor. I use the application that we’re using to record. I’m not really using the Mac. I hope that lands, if you understand what I mean. I switch it on, but the Mac kind of just goes into the background and I use a bunch of things, which, they’re on the screen because I’ve got a Mac.
[00:41:25] Malcolm Peralty: And I would say like 90% of it’s probably a browser at this point, right?
[00:41:28] Nathan Wrigley: Right, right.
[00:41:30] Malcolm Peralty: It’s a website that you go to. You can do Slack in a browser. You can do what we’re doing today in a browser. Pretty much most things that I do live in a browser. There’s very few applications that I actually need to load on my machine day to day because everything can exist in a browser. I think that paradigm will just be for the next generation, or for the transition that’s happening now, the new paradigm will be everything just lives in an AI application. Whether it’s installing your computer or whether it’s also in a browser. It’ll just be AI.
[00:41:54] Nathan Wrigley: Yeah, so it is analogous to that. It’s just this idea that the WordPress UI, that’s the only method that anybody has had, maybe that will be something that a bunch of people use, but it won’t be familiar to everybody because there’s no need for it.
And the other thing that you mentioned is, I suppose I would use any of the stuff that you’ve described, but there’s the one caveat. And the one caveat is I have to know that I can walk it back. I have to know that there is a way for me to undo every mistake that I just made because I got carried away. I sat down, got a bit carried away on a Saturday afternoon, made a bunch of tweaks. I really regret it. I want to know that I can go back and unpick that stuff and for it to be a seamless unpicking. So backups, I guess is the most straightforward way of doing that.
[00:42:40] Malcolm Peralty: And audit logs, right? So like one of the things that I’ve done is, in my system instructions, I do put, before you do anything else, backup the file system, backup the database and create a, like a markdown file that’s going to be step by step, everything that was done, everything that you thought so that I can then review it. And that really helps me kind of get an understanding of the tasks it took and maybe why it took them, to help me refine future attempts, right?
So going back to what we’re doing in hosting, like we’re always trying to think through, like you mentioned, everything is very specific and clickable, and we want to make sure that the AI understands exactly kind of what to click on, or what to select. And having that auditing is super important for that.
[00:43:19] Nathan Wrigley: And that’s the point, isn’t it? It’s a human readable or parsable log of everything. Something where, you know, you’ve got millions of data points in the audit log, but I can actually drill down into that in a meaningful way. Because it may be that I only want to undo a portion of what I did. I’m happy with some things, but I would like to go back. An audit log, as you’ve said, it’s fairly mind numbing stuff.
But we are going to be producing so many more amendments if all we have to do is speak because you can easily, you know, imagine it. I want the Christmas theme. No, not that one. Try something else. No, there’s too much red in that. Swap the red for the blue. And Father Christmas, I’d like him on the homepage but, no, a different one. In 12 seconds we’ve got thousands and thousands of things that have happened.
[00:44:06] Malcolm Peralty: I will say though, how much of that do you remember doing manually, right? Like I’ve gotten to the end of that kind of thought process and gone, wait, there was like a theme like two or three themes ago that actually was, a little bit of customisation could have been cool. What was that theme?
Even as a human, I’ve had lapses in memory when I’m quickly producing outcomes where I can’t necessarily roll it back so easily. So at least with an audit log, you’ll have a much better understanding of what was done and when. Human memory is also failable.
[00:44:30] Nathan Wrigley: Yeah, and I guess it’ll be interesting to see how much of that burden companies like Pressable take on. Like, you mentioned backups, maybe it will become de rigueur for you every few seconds whilst there’s interactions with MCPs. Look, we’re just going to go belt and braces. Every time you do something, which we detect is fairly sizable, we’re just going to take a backup, even though you never asked us to just in case. You know, those kind of things.
And have a UI to surface information so that the audit log is readable and those kind of things. And that’s all ahead of you. So it doesn’t exist moment, but it’ll certainly be things that will need to be tooled and invented in the future, I would’ve imagined.
[00:45:10] Malcolm Peralty: I mean, one of the hard parts, this might be transitioning the conversation a little bit, one of the hard parts is, you mentioned that AI is creating all these artefacts, and now all these potential backups. AI is already like indexing all of these websites and creating a lot of web traffic, and a lot of load on servers, for example. We had a recent instance where an AI bot went to a website and kept on adding different products to the cart and removing them. Well, every time it added a product to a cart was now an uncachable session.
And it did this millions of times over the course of a day. So we were like, okay, we got to block this bot. This is crazy. So we blocked the bot and about like 10 minutes later we start seeing the exact same traffic pattern from a completely different IP address with a completely different user agent. The bot had figured out an end way around our block and was now doing that same task again to try to, I don’t know, understand this website better, right?
The problem is, as an industry, we don’t know how to pass these costs on to customers because they think it’s kind of unfair in a way, right? Like, why should I have to pay for additional storage for all these audit logs and all these backups? For more bandwidth for my website or more resources for my website, to host or send all of my pages to these different AI bots? And it all kind of comes on us where we either have to like comp all of this technical effort that’s existing, or we have to convince clients to be okay with paying for it. And that has been a really interesting change in the dynamic with a hosting partner.
[00:46:24] Nathan Wrigley: That is so interesting. All those hidden costs, all those hidden things going on. Maybe there needs to be a luddite toggle in the UI somewhere where you just disable all of it. I want the WordPress UI, I want to do things manually. This is my preferred way of doing things.
[00:46:38] Malcolm Peralty: Block ChatGPT. Block Claude. I don’t want any of them viewing my website. Forget them.
[00:46:42] Nathan Wrigley: But it will be curious to see if there’s a subset of people who are, as you’ve described, unwilling to pay for that stuff because it’s simply something that they don’t use. They have no anticipation of using. It will be interesting to see if there’s a subset of people.
And also how clever these technologies become to disrupt things like that. You know, malicious actors out there who managed to come up with a million different ways to circuit around the blocks that you put on. And it will be interesting to see if just the cost of being online does rise with the advent of AI.
I mean, certainly the storage of all of these things is certainly going to rise. The conversations with the AI is certainly adding a financial cost. You know, there’s lots of hardware being built at the moment and there’s a cost to that. Certainly isn’t cheap. But whether or not we can cope with that, and whether or not your price points can keep up with that, and whether customers are going to pay for it.
Okay, there we go. That is so interesting. There’s so much stuff to dive into there. We could probably talk for another hour or so, but there we go. So, Malcolm, if anybody wants to reach out to you or learn more about Pressable, I guess, where would we reach out to you? Do you do social media or whatever it may be?
[00:47:51] Malcolm Peralty: I try not to. For Pressable, it’s pressable.com. For myself, I’d prefer you go through my personal website, which is my last name, .com. So peralty.com. And if you do want to get me on social media, honestly, really the only one I’m ever on is LinkedIn and I only kind of connect with people that I actually connect with. And then Twitter or X or whatever it’s called, I passively view from time to time. But honestly, the best other places would be, you know, you could probably find me on one of the WordPress Slack communities, for example, if you’re really interested.
[00:48:18] Nathan Wrigley: Okay, so Peralty, peralty.com. If you are driving a car listening to this and you can’t write it down, then go to wptavern.com, search for the episode with Malcolm Peralty in it, we will have all of the links that were suggested and talked about during this episode right on the episode show notes. So, Malcolm, thank you so much for chatting to me today and peeling back the curtain a little bit on the hosting over at Pressable. Thank you.
[00:48:42] Malcolm Peralty: I appreciate it. Appreciate it so much. Thank you for having me.
On the podcast today we have Malcolm Peralty.
Malcolm has been immersed in the WordPress ecosystem for nearly 20 years, starting out as a full-time blogger and working his way through tech roles in project management, agencies, and even a stint in the Drupal space. These days, Malcolm is bringing his experience back to WordPress, serving as a technical account manager at Pressable, a managed WordPress hosting company.
Malcolm shares how he found his way from early forays with WordPress to managing large-scale hosting environments. He talks about the lure of the Drupal world, and why he ultimately returned to WordPress and Pressable.
We discuss what technical account management means at Pressable, how his role differs from sales and support, focusing instead on long-term strategy for clients, performance optimisation, and bridging the gap between customer needs, and the underlying WP Cloud infrastructure. We hear how Pressable proactively helps clients, sometimes even advising them to downgrade their plans if optimisations mean they need fewer resources.
We go behind the scenes in Pressable, getting into how hardware considerations, plugin bloat, WooCommerce or LMS sites, and customer hand-holding all come together inside one company. Malcolm gives us a candid look at performance challenges, the ways hosts interact with infrastructure teams, and why education around WordPress performance is so tough, even as competing platforms prioritise speed at all costs.
We also look to the future. What are the cutting-edge trends in hosting, like database replication, virtual clusters, and especially the rise of AI within the hosting experience. Malcolm explains Pressable’s upcoming MCP, an AI-powered control panel that promises to let you deploy and manage WordPress sites using natural language. We explore how AI will impact everything from customer support to site deployment, potential pitfalls, and the challenge of balancing automation with human relationships.
If you’re curious about the state of managed WordPress hosting today, the interplay of tech, support, and AI, or just want to know what’s happening behind the curtain, this episode is for you.
Useful links
HeroPress: 😊 From a Small Village to WordCamp Asia: My WordPress Journey 🌍✨

આ નિબંધ ગુજરાતીમાં પણ ઉપલબ્ધ છે
वर्डप्रेसने मुझे मेरे ज़िंदगी में कुछ अलग करने का मौक़ा दिया।
From Curiosity to Contribution — How WordPress Helped Me Build a Career, Confidence, and Global Opportunities 
Introduction
Every journey begins with a small step, often driven by curiosity rather than clarity. My journey into technology was not planned. It started with a simple question: What should I learn? 
Coming from a small village with limited exposure to computers, I never imagined that one day I would be part of a global community and attend an international event like WordCamp Asia
.
My path was not traditional. I did not come from a technical background, nor did I have a clear roadmap. But what I did have was curiosity, determination, and the willingness to learn
.
Over time, that curiosity turned into skills, those skills turned into a career, and that career connected me to a global community through WordPress 
.
This is the story of how WordPress became the source of my satisfaction and joy
.
Early Life and Education
I come from a small village, where opportunities in technology were limited. For higher education, I moved to the city of Rajkot
.
Like many students, I followed a traditional academic path and completed my Bachelor of Science in Chemistry.
However, after completing my degree, I felt uncertain about my future
. Chemistry was my subject, but it was not my passion.
That is when I decided to learn computers
.
Starting My Computer Journey
In 2009, I enrolled in a Computer Engineering course. Everything was new to me—programming, logic, and technical concepts.
It was not easy, especially coming from a non-technical background. But I was determined to learn
.
I joined a 3-month training program but completed only 1.5 months. At that point, I had a choice:
Wait… or take a risk.
I chose to take a risk
.
I applied for a job—and I was selected as a PHP Web Developer
.
That moment changed my life.
Building a Career in PHP
For the next five years, I worked as a Core PHP Developer.
Then one day, everything changed.
My boss said:
“Add content to the WordPress post sidebar.”
I was shocked
.
I didn’t know WordPress.
But I didn’t give up.
I searched, learned, and completed the task
.
That one moment changed my direction forever.
Discovering WordPress
As I explored WordPress, I realized its true power.
With less code, we could build faster, better, and smarter websites
.
In 2015, I decided to focus fully on WordPress.
And that decision changed my life.
Choosing Independence
In 2018, I took another big step—I left my job.
I started working remotely as a WordPress Developer 
.
It was risky… but it gave me freedom
.
Freedom to work globally.
Freedom to grow.
Freedom to dream bigger.
Becoming a Contributor
I developed and published two plugins in the WordPress repository—Contact Information Widget and Shital Quiz Cloner for LearnDash 
.
Seeing people use my work gave me deep satisfaction
.
I started contributing to Core, Meta, and Polyglots.
I became a Core and Meta Contributor in WordPress
.
I have contributed to multiple WordPress releases, including:
- 4.9 “Tipton”
- 4.9.5 Security and Maintenance Release
- 5.0 “Bebo”
- 5.1 “Betty”
- 5.2 “Jaco”
- 5.3 “Kirk”
- 5.4 “Adderley”
- 5.5 “Eckstine”
- 5.6 “Simone”
- 5.7 “Esperanza”
- 5.8 “Tatum”
- 5.9 “Josephine”
- 6.0 “Arturo”
- 6.6 “Dorsey”

I was also honored to be part of the Women Squad for WordPress 5.6 Release Planning 



.
Seeing my name “Shital Marakana” in Design, Tech, and Lead was an unforgettable moment
.
WordCamp Experiences in India
My first WordCamp in Mumbai was an amazing experience
.
I realized something important:
WordPress is not just about code…
It is about people
.
I attended WordCamps in Mumbai, Nagpur, and Ahmedabad.
Each one helped me grow.
The Dream of WordCamp Asia
WordCamp Asia was my dream
.
But financially, it was difficult.
So I watched live streams 
I learned online 
I stayed inspired 
And I waited…
Dream Became Reality
Finally, my dream came true 
.
I was selected as a volunteer at WordCamp Asia
.
I also received the Zeel Thakkar Scholarship
.
The most special part?
I attended with my family 
.
My husband supported me.
My 4-year-old son, Mantra, enjoyed every moment
.
This was not just my journey—it became our journey.

Volunteering at WordCamp Asia
Volunteering was one of the most meaningful experiences of my life
.
I worked with people from around the world
.
At the end, I received my volunteer certificate
.
It was not just a certificate.
It was a symbol of my journey.
What WordCamp Asia Gave Me
Did it give me financial freedom?
Not immediately.
Did it give me community?
Yes
.
Did it give me global exposure?
Absolutely
.
But most importantly—
It gave me direction.

Conclusion
When I look back at my journey, it feels like a story of courage, belief, and growth
.
WordPress started as curiosity…
But it became my identity.
From a small village to a global stage
—
this journey changed me.
There were doubts.
There were fears.
But I kept going
.
And WordCamp Asia became my turning point.
It didn’t just give me results—
it gave me direction.
It didn’t just give me success—
it gave me possibility.
It didn’t just change my present—
it shaped my future.
WordPress gave me confidence.
It gave me a voice.
It gave me a community
.
And today, I know—
It is not just what I do—it is who I have become, and who I am still becoming. 

એક નાના ગામથી વર્ડકેમ્પ એશિયા સુધી: મારી વર્ડપ્રેસ સફર 

જિજ્ઞાસાથી કોન્ટ્રીબ્યુશન સુધી — વર્ડપ્રેસે કેવી રીતે મને કારકિર્દી, આત્મવિશ્વાસ અને વૈશ્વિક તકો આપી 
પરિચય
દરેક સફર એક નાના પગલાથી શરૂ થાય છે, ઘણીવાર સ્પષ્ટતા કરતાં જિજ્ઞાસાથી પ્રેરિત થાય છે.
મારી ટેક્નોલોજીની સફર પણ એવી જ હતી — કોઈ પ્લાન નહોતો, માત્ર એક સવાલ હતો: મારે શું શીખવું જોઈએ? 
એક નાના ગામમાંથી આવું છું જ્યાં કોમ્પ્યુટરનો ઉપયોગ ખૂબ જ ઓછો થાય છે, મેં ક્યારેય કલ્પના પણ નહોતી કરી કે એક દિવસ હું વૈશ્વિક સમુદાયનો ભાગ બનીશ અને વર્ડકેમ્પ એશિયા જેવા આંતરરાષ્ટ્રીય કાર્યક્રમમાં હાજરી આપીશ. 
મારો માર્ગ પરંપરાગત નહોતો. હું ટેકનિકલ બેકગ્રાઉન્ડમાંથી આવી ન હતી, કે મારી પાસે સ્પષ્ટ રોડમેપ નહોતો. પરંતુ મારી પાસે જે હતું તે જિજ્ઞાસા, નિશ્ચય અને શીખવાની ઇચ્છા હતી. 
સમય જતાં, આ જિજ્ઞાસા ધીમે ધીમે કૌશલ્ય બની, કૌશલ્ય કારકિર્દી બની, અને કારકિર્દી મને વર્ડપ્રેસ સમુદાય સાથે જોડતી ગઈ 

આ વાર્તા છે કે કેવી રીતે વર્ડપ્રેસ મારા સંતોષ અને આનંદનો સ્ત્રોત બન્યો. 
પ્રારંભિક જીવન અને શિક્ષણ
હું એક નાના ગામડામાંથી આવું છું, જ્યાં ટેકનોલોજીમાં તકો મર્યાદિત હતી. ઉચ્ચ શિક્ષણ માટે, હું રાજકોટ શહેરમાં રહેવા ગઈ.
ઘણા વિદ્યાર્થીઓની જેમ, મેં પણ પરંપરાગત શૈક્ષણિક માર્ગ અપનાવ્યો અને રસાયણશાસ્ત્રમાં વિજ્ઞાનની સ્નાતક ડિગ્રી પૂર્ણ કરી.
જોકે, મારી ડિગ્રી પૂર્ણ કર્યા પછી, મને મારા ભવિષ્ય વિશે અનિશ્ચિતતા અનુભવાઈ.
રસાયણશાસ્ત્ર મારો વિષય હતો, પણ તે મારો શોખ નહોતો.
ત્યારે જ મેં કોમ્પ્યુટર શીખવાનું નક્કી કર્યું
.
કમ્પ્યુટર સફરની શરૂઆત
૨૦૦૯ માં, મેં કમ્પ્યુટર એન્જિનિયરિંગના કોર્ષમાં પ્રવેશ મેળવ્યો. મારા માટે બધું જ નવું હતું – પ્રોગ્રામિંગ, લોજિક અને ટેકનિકલ ખ્યાલો.
તે સરળ નહોતું, ખાસ કરીને નોન-ટેકનિકલ પૃષ્ઠભૂમિમાંથી. પરંતુ હું શીખવા માટે મક્કમ હતી. 
હું ૩ મહિનાના તાલીમ કાર્યક્રમમાં જોડાઈ પણ માત્ર ૧.૫ મહિનામાં જ પૂર્ણ કરી લીધું. તે સમયે, મારી પાસે એક વિકલ્પ હતો:
રાહ જોવી… કે રિસ્ક લેવુ?
મેં રિસ્ક લેવાનું પસંદ કર્યું. 
મેં નોકરી માટે અરજી કરી – અને મારી PHP વેબ ડેવલપર તરીકે પસંદગી થઈ. 
તે ક્ષણે મારું જીવન બદલી નાખ્યું.
PHP માં કારકિર્દી બનાવવી
આગામી પાંચ વર્ષ સુધી, મેં કોર PHP ડેવલપર તરીકે કામ કર્યું.
પછી એક દિવસ, બધું બદલાઈ ગયું.
એક દિવસ મારા બોસે કહ્યું:
“વર્ડપ્રેસ સાઈટ માં પોસ્ટ સાઇડબારમાં કન્ટેન્ટ ઉમેરો.”
હું ચોંકી ગઈ. 
મને વર્ડપ્રેસ આવડતું નહોતું.
પણ મેં હાર ના માની.
સર્ચ કર્યું, શીખ્યું, અને કામ પૂર્ણ કર્યું 
એ એક કામે મારી દિશા બદલી દીધી.
વર્ડપ્રેસની શોધ
વર્ડપ્રેસ શીખતા શીખતા સમજાયું કે આ ખૂબ પાવરફુલ પ્લેટફોર્મ છે.
ઓછા કોડ સાથે, આપણે ઝડપી, વધુ સારી અને સ્માર્ટ વેબસાઇટ બનાવી શકીએ છીએ. 
૨૦૧૫ માં, મેં વર્ડપ્રેસ પર સંપૂર્ણ ધ્યાન કેન્દ્રિત કરવાનું નક્કી કર્યું. અને તે નિર્ણયથી મારું જીવન બદલાઈ ગયું.
સ્વતંત્રતાની પસંદગી
૨૦૧૮ માં, મેં બીજું એક મોટું પગલું ભર્યું – મેં મારી નોકરી છોડી દીધી.
મેં વર્ડપ્રેસ ડેવલપર તરીકે રિમોટલી કામ કરવાનું શરૂ કર્યું. 
તે જોખમી હતું… પણ તેનાથી મને સ્વતંત્રતા મળી. 
વૈશ્વિક સ્તરે કામ કરવાની સ્વતંત્રતા.
વિકાસ કરવાની સ્વતંત્રતા.
મોટા સ્વપ્ન જોવાની સ્વતંત્રતા.
Contributor બનવું
મેં વર્ડપ્રેસ રિપોઝીટરીમાં બે પ્લગઇન્સ બનાવ્યા:
Contact Information Widget
Shital Quiz Cloner for LearnDash
મારા plugins નો ઉપયોગ લોકો કરે છે — એ જોવું ખૂબ સંતોષકારક હતું. 
મેં Core, Meta, Polyglots માં યોગદાન આપવાનું શરૂ કર્યું.
હું વર્ડપ્રેસ Core અને Meta Contributor બની. 
મેં અનેક વર્ડપ્રેસ પ્રકાશનોમાં યોગદાન આપ્યું. 
જેમાં શામેલ છે:
4.9 “Tipton”, 4.9.5 સુરક્ષા અને જાળવણી પ્રકાશન, 5.0 “Bebo”, 5.1 “Betty”, 5.2 “Jaco”, 5.3 “Kirk”, 5.4 “Adderley”, 5.5 “Eckstine”, 5.6 “Simone”, 5.7 “Esperanza”, 5.8 “Tatum”, 5.9 “Josephine”, 6.0 “Arturo”, અને 6.6 “Dorsey”
.
વર્ડપ્રેસ 5.6 રિલીઝ પ્લાનિંગ માટે મહિલા સ્ક્વોડનો ભાગ બનવાનું મને પણ સન્માન મળ્યું. 




ડિઝાઇન, ટેક અને લીડમાં મારું નામ “શીતલ મારકણા” જોવું એ એક અવિસ્મરણીય ક્ષણ હતી.
અને મને વર્ડપ્રેસ 5.6 રિલીઝ પ્લાનિંગ માટે મહિલા સ્ક્વોડમાં પસંદ થવાનો ગર્વ મળ્યો. 



ભારતમાં વર્ડકેમ્પના અનુભવો
મુંબઈમાં મારો પહેલો વર્ડકેમ્પ એક અદ્ભુત અનુભવ હતો. 
મને સમજાયું —
વર્ડપ્રેસ ફક્ત કોડ નથી…
એ કોમ્યુનિટી છે. 
મેં મુંબઈ, નાગપુર અને અમદાવાદના વર્ડકેમ્પમાં હાજરી આપી.
દરેકે મને વિકાસ કરવામાં મદદ કરી.
વર્ડકેમ્પ એશિયાનું સપનું
વર્ડકેમ્પ એશિયા મારું સ્વપ્ન હતું
.
પરંતુ આર્થિક રીતે, તે મુશ્કેલ હતું.
તેથી મેં લાઇવ સ્ટ્રીમ્સ જોઈ 
મેં ઓનલાઈન શીખ્યું 
પ્રેરણા જાળવી રાખી 
અને મેં રાહ જોઈ…
સપનાનું સાકાર થવું
આખરે સપનું પૂરું થયું 
મને વર્ડકેમ્પ એશિયામાં volunteer તરીકે પસંદ કરવામાં આવી.
અને મને ઝીલ ઠક્કર શિષ્યવૃત્તિ પણ મળી. 
સૌથી ખાસ વાત?
મેં મારા પરિવાર સાથે હાજરી આપી. 

મારા પતિએ મને સાથ આપ્યો.
મારા 4 વર્ષના પુત્ર, મંત્રએ દરેક ક્ષણનો આનંદ માણ્યો. 
આ ફક્ત મારી સફર નહોતી – તે અમારી સફર બની ગઈ.

વર્ડકેમ્પ એશિયામાં Volunteer
Volunteer મારા જીવનના સૌથી અર્થપૂર્ણ અનુભવોમાંનો એક હતો.
મેં વિશ્વભરના લોકો સાથે કામ કર્યું.
અંતે, મને મારું volunteer પ્રમાણપત્ર મળ્યું. 
એ ફક્ત પ્રમાણપત્ર નહોતું — એ મારી સફરની ઓળખ હતી.
વર્ડકેમ્પ એશિયાએ મને શું આપ્યું?
શું તેણે મને નાણાકીય સ્વતંત્રતા આપી?
તરત નહીં.
શું તેણે મને community આપી?
હા. 
શું તેણે મને વૈશ્વિક સ્તરે એક્સપોઝર આપ્યો?
ચોક્કસ. 
પણ સૌથી મહત્વનું—
દિશા આપી.

નિષ્કર્ષ
જ્યારે હું મારી સફર પર પાછળ ફરીને જોઉં છું, ત્યારે તે હિંમત, વિશ્વાસ અને વિકાસની વાર્તા જેવું લાગે છે. 
વર્ડપ્રેસ એક જિજ્ઞાસાથી શરૂ થયું…
પણ એ મારી ઓળખ બની ગયું.
નાના ગામથી વૈશ્વિક મંચ સુધી, 
આ સફરે મને બદલાવી દીધી.
શંકા હતી.
ડર હતો.
પણ હું અટકી નહીં 
વર્ડકેમ્પ એશિયા મારા જીવનનો turning point બન્યો.
તેણે મને ફક્ત પરિણામો જ આપ્યા નહીં—
તેણે મને દિશા આપી.
તે માત્ર સફળતા નથી આપી—
તે સંભાવના આપી.
તેણે ફક્ત મારા વર્તમાનને જ બદલ્યો નહીં—
તેણે મારા ભવિષ્યને આકાર આપ્યો.
વર્ડપ્રેસે મને આત્મવિશ્વાસ આપ્યો. તેણે મને અવાજ આપ્યો. તેણે મને એક community આપી.
અને આજે હું જાણું છું—આ ફક્ત હું શું કરું છું એ નથી—આ હું કોણ બની ગઈ છું, અને આગળ શું બની રહી છું તેની સફર છે. 

एक छोटे से गांव से WordCamp Asia तक: मेरी WordPress यात्रा 

जिज्ञासा से योगदान तक — कैसे WordPress ने मुझे करियर, आत्मविश्वास और वैश्विक अवसर दिए 
परिचय
हर सफ़र एक छोटे कदम से शुरू होता है, जो अक्सर क्लैरिटी के बजाय क्यूरिऑसिटी से इंस्पायर्ड होता है। मेरा टेक्नोलॉजी के साथ सफ़र भी ऐसा ही था — कोई प्लान नहीं था, बस एक सवाल था: मुझे क्या सीखना चाहिए? 
एक छोटे से गाँव से आने के कारण जहाँ कंप्यूटर का इस्तेमाल बहुत कम होता था, मैंने कभी नहीं सोचा था कि एक दिन मैं एक ग्लोबल कम्युनिटी का हिस्सा बनूंगी और WordCamp Asia जैसे इंटरनेशनल इवेंट में शामिल होऊंगी।
मेरा रास्ता ट्रेडिशनल नहीं था। मैं किसी टेक्निकल बैकग्राउंड से नहीं थी, न ही मेरे पास कोई क्लियर रोडमैप था। लेकिन मेरे पास जो था वह थी क्यूरिऑसिटी, डिटरमिनेशन और सीखने की इच्छा ।
समय के साथ, यह क्यूरिऑसिटी धीरे-धीरे एक स्किल में बदल गई, एक स्किल करियर में बदल गई, और एक करियर ने मुझे WordPress कम्युनिटी से जोड़ा। 

यह कहानी है कि कैसे WordPress मेरे सैटिस्फैक्शन और खुशी का सोर्स बन गया । 
प्रारंभिक जीवन और शिक्षा
मैं एक छोटे से गांव से हूं, जहां टेक्नोलॉजी में मौके कम थे। हायर एजुकेशन के लिए मैं राजकोट शहर चली गई।
कई स्टूडेंट्स की तरह, मैंने भी ट्रेडिशनल एकेडमिक रास्ता अपनाया और केमिस्ट्री में बैचलर ऑफ़ साइंस की डिग्री पूरी की।
लेकिन, अपनी डिग्री पूरी करने के बाद, मुझे अपने भविष्य को लेकर पक्का नहीं लग रहा था।
केमिस्ट्री मेरा सब्जेक्ट था, लेकिन यह मेरा पैशन नहीं था।
तभी मैंने कंप्यूटर सीखने का फैसला किया।
कंप्यूटर यात्रा की शुरुआत
2009 में, मैंने कंप्यूटर इंजीनियरिंग कोर्स में एडमिशन लिया। मेरे लिए सब कुछ नया था – प्रोग्रामिंग, लॉजिक और टेक्निकल कॉन्सेप्ट।
यह आसान नहीं था, खासकर नॉन-टेक्निकल बैकग्राउंड से होने के कारण। लेकिन मैंने सीखने का पक्का इरादा कर लिया था। 
मैंने 3 महीने का ट्रेनिंग प्रोग्राम जॉइन किया लेकिन उसे सिर्फ़ 1.5 महीने में पूरा कर लिया। उस समय, मेरे पास एक चॉइस थी:
इंतज़ार करें… या रिस्क लें?
मैंने रिस्क लेने का फैसला किया। 
मैंने नौकरी के लिए अप्लाई किया – और मैं PHP वेब डेवलपर के तौर पर चुन ली गई। 
उस पल ने मेरी ज़िंदगी बदल दी।
PHP में करियर बनाना
अगले पांच सालों तक मैंने कोर PHP डेवलपर के तौर पर काम किया।
फिर एक दिन सब कुछ बदल गया।
एक दिन मेरे बॉस ने कहा:
“WordPress साइट में पोस्ट साइडबार में कंटेंट डालदो।”
मैं चौंक गई। 
मैं वर्डप्रेस नहीं जानती थी।
लेकिन मैंने हार नहीं मानी।
खोजा, सीखा और काम पूरा किया। 
उस एक चीज़ ने मेरी दिशा बदल दी।
वर्डप्रेस खोज
वर्डप्रेस सीखते समय मुझे एहसास हुआ कि यह बहुत पावरफुल प्लेटफार्म है।
कम कोड के साथ, हम तेज़, बेहतर और स्मार्ट वेबसाइट बना सकते हैं।
2015 में, मैंने पूरी तरह से वर्डप्रेस पर फोकस करने का फैसला किया। और उस फैसले ने मेरी ज़िंदगी बदल दी।
स्वतंत्रता का विकल्प
2018 में, मैंने एक और बड़ा कदम उठाया – मैंने अपनी नौकरी छोड़ दी।
मैंने वर्डप्रेस डेवलपर के तौर पर रिमोटली काम करना शुरू कर दिया। 
यह रिस्की था… लेकिन इसने मुझे आज़ादी दी। 
ग्लोबल लेवल पर काम करने की आज़ादी।
ग्रो करने की आज़ादी।
बड़े सपने देखने की आज़ादी।
कंट्रीब्यूटर बनना
मैंने वर्डप्रेस रिपॉजिटरी में दो प्लगइन्स बनाए:
Contact Information Widget
Shital Quiz Cloner for LearnDash
लोगों को मेरे काम का इस्तेमाल करते देखना बहुत अच्छा लगा। 
मैंने कोर, मेटा, पॉलीग्लॉट्स में योगदान देना शुरू कर दिया।
मैं WordPress Core और Meta Contributor बन गई 
मैंने कई WordPress पब्लिकेशन में योगदान दिया है 
जिसमें शामिल हैं:
4.9 “Tipton”, 4.9.5 સુરક્ષા અને જાળવણી પ્રકાશન, 5.0 “Bebo”, 5.1 “Betty”, 5.2 “Jaco”, 5.3 “Kirk”, 5.4 “Adderley”, 5.5 “Eckstine”, 5.6 “Simone”, 5.7 “Esperanza”, 5.8 “Tatum”, 5.9 “Josephine”, 6.0 “Arturo”, અને 6.6 “Dorsey”
.
मुझे WordPress 5.6 रिलीज़ प्लानिंग के लिए महिला टीम का हिस्सा बनकर भी सम्मानित महसूस हुआ। 




डिजाइन, टेक और लीड में अपना नाम “शीतल मारकना” देखना एक यादगार पल था।
और मुझे WordPress 5.6 रिलीज़ प्लानिंग के लिए विमेंस स्क्वाड में चुने जाने पर गर्व हुआ। 



भारत में वर्डकैंप के अनुभव
मुंबई में मेरा पहला WordCamp था, वो मेरा एक शानदार अनुभव था। 
मुझे एहसास हुआ —
WordPress सिर्फ़ कोड के बारे में नहीं है…
यह लोगों के बारे में है। 
मैंने मुंबई, नागपुर और अहमदाबाद में WordCamps में हिस्सा लिया।
हर एक ने मुझे आगे बढ़ने में मदद की।
वर्डकैंप एशिया का सपना
वर्डकैंप एशिया मेरा सपना था। 
लेकिन फाइनेंशियली यह मुश्किल था।
तो मैंने लाइव स्ट्रीम देखी। 
मैंने ऑनलाइन सीखा। 
प्रेरित रहें। 
और मैंने इंतज़ार किया…
सपने सच हों
आखिरकार सपना सच हो गया। 
मुझे वर्डकैंप एशिया में वॉलंटियर के तौर पर चुना गया।
और मुझे झील ठक्कर स्कॉलरशिप भी मिली। 
सबसे खास बात?
मैं अपने परिवार के साथ गई थी। 

मेरे पति ने मेरा साथ दिया।
मेरे 4 साल के बेटे, मंत्र ने हर पल का आनंद लिया। 
यह सिर्फ़ मेरी यात्रा नहीं थी – यह हमारी यात्रा बन गई।

वर्डकैंप एशिया में वॉलंटियरिंग
वॉलंटियरिंग मेरे जीवन के सबसे सार्थक अनुभवों में से एक था। 
मैंने दुनिया भर के लोगों के साथ काम किया।
आखिरकार, मुझे अपना वॉलंटियर सर्टिफिकेट मिल गया। 
यह सिर्फ एक सर्टिफिकेट नहीं था – यह मेरी यात्रा की पहचान थी।
वर्डकैंप एशिया ने मुझे क्या दिया?
क्या इससे मुझे फाइनेंशियल फ्रीडम मिली?
अभी नहीं.
क्या उसने मुझे कम्युनिटी दी?
हाँ। 
क्या इससे मुझे ग्लोबल लेवल पर पहचान मिली?
बिल्कुल। 
लेकिन सबसे महत्वपूर्ण बात यह है कि—
दिशा दी।

निष्कर्ष
जब मैं अपने सफ़र को पीछे मुड़कर देखती हूँ, तो यह हिम्मत, विश्वास और तरक्की की कहानी लगती है। 
WordPress एक जिज्ञासा से शुरू हुआ था…
लेकिन यह मेरी पहचान बन गया।
एक छोटे से गाँव से ग्लोबल स्टेज तक 
इस सफ़र ने मुझे बदल दिया।
शक था।
डर था।
लेकिन मैं रुकी नहीं। 
WordCamp Asia मेरी ज़िंदगी का टर्निंग पॉइंट था।
इसने मुझे सिर्फ़ रिज़ल्ट ही नहीं दिए—
इसने मुझे दिशा दी।
इसने मुझे सिर्फ़ सफलता ही नहीं दी—
इसने मुझे संभावना दी।
इसने सिर्फ़ मेरा आज ही नहीं बदला—
इसने मेरे भविष्य को बनाया।
WordPress ने मुझे कॉन्फिडेंस दिया। इसने मुझे एक आवाज़ दी। इसने मुझे एक कम्युनिटी दी। 
और आज मैं जानती हूँ—
यह सिर्फ मेरा काम नहीं है—
यह वह है जो मैं बन चुकी हूँ,
और जो मैं अभी बन रही हूँ। 

The post 😊 From a Small Village to WordCamp Asia: My WordPress Journey 🌍✨ appeared first on HeroPress.
Open Channels FM: Scaling WooCommerce Operations with Automation
In this episode, co-hosts discuss WooCommerce automation with expert James Collins, emphasizing how tools like Zapier streamline tasks, reduce errors, and enhance efficiency through practical automation examples and AI advancements.
Carlos Bravo: Redesigned my blog in a day with Claude + Studio
I’ve just redone my personal website in a day. My tools:
- Claude desktop. Opus 4.7 on High.
- Caveman plugin for token simplification.
- Agents orchestration. One for design. One for copy. One for development.
- WordPress Studio as the local environment.
- WordPress.com as the hosting.
Studio’s sync has been delightful, but still there is a need for “only site editing related sync” option, as you may lose some content if you mess with pull-push ( writing a post on production, not pulling, and then pushing a change you did with the site editor with local ( via database). I may open a PR.
So, to start the “redesign”, I opened the Studio app, clicked on add site and pulled this existing site.
Once that was done, I shared the site folder with Claude desktop and wrote my specs as user stories. Told it about myself, shared my LinkedIn profile, social media and, most important, my public work on GitHub (closed PRs in Gutenberg, wordpress-develop, and SCF).
A bit of testing, some copy changes, small fixes, and then Sync → Push.
Et voilà. Site done. Could be better, still good enough for a personal blog.
How to Build a WooCommerce Sales Funnel That Actually Converts
Most store owners focus on getting more traffic, but more visitors won’t help if your landing pages and cart setup are confusing. You can increase your WooCommerce revenue by fixing the ‘leaky’ parts of your checkout process where many of shoppers typically drop off.
The good news is that you can build a professional path that guides visitors from their first glance to a final purchase in just a few hours.
In this guide, I’ll show you exactly how to set up a beginner-friendly WooCommerce funnel without coding or complex enterprise tools.

🗺️ Here’s What You’re Building
Before diving in, here’s the complete funnel you’ll have by the end of this guide — so you know exactly where each step is taking you:
- A landing page that captures attention and focuses visitors on one product or offer
- A lead capture form that collects emails from visitors who aren’t ready to buy yet
- Upsell and cross-sell offers that increase how much each customer spends
- An optimized checkout that removes friction and builds trust at the final step
- A post-purchase email sequence that turns one-time buyers into repeat customers
- What Is a WooCommerce Sales Funnel?
- Set Up Your Store for Funnel Success: Checklist for Beginners
- Choosing the Right Funnel Plugin
- Step 1: Create a High-Converting Landing Page
- Step 2: Set Up Lead Capture Optin Forms
- Step 3: Add Upsells & Downsells
- Step 4: Optimize Checkout for Conversions
- Step 5: Build a Post-Purchase Email Sequence
- A Visual Summary of the WooCommerce Sales Funnel
- Measure Your WooCommerce Funnel Performance
- How to A/B Test Your WooCommerce Funnel
- Post-Launch 30-Day Optimization Plan for WooCommerce Funnel
- Frequently Asked Questions About WooCommerce Sales Funnel
What Is a WooCommerce Sales Funnel?
A WooCommerce sales funnel is a simple, step-by-step path that turns casual visitors into paying customers — and then into repeat buyers.
Instead of hoping someone lands on your store and buys right away, a funnel guides them from “just browsing” to “take my money.”
Think of it like shopping at a supermarket. You walk in and notice products on display (awareness), compare brands and prices (interest), and then head to the checkout (decision). If the experience is good, you come back the following week (retention).

Online stores work the same way.
And I’ve seen that when store owners understand these stages clearly, their conversions improve almost immediately. That’s because they take the guesswork out of sales — and start guiding.
The 4 Stages of a WooCommerce Sales Funnel
To make this simple, I have broken down a WooCommerce sales funnel into four core stages:
- Awareness — How Visitors Discover Your Store: This is where people first find you. It could be through Google search, social media, ads, or a blog post.
- Interest / Consideration — Capture Attention & Build Desire: Now they’re browsing your products. They’re comparing options, reading descriptions, checking reviews, and deciding if your store feels trustworthy.
- Decision / Purchase — Convert Browsers into Buyers: This is the checkout moment. Your goal is to remove friction, build confidence, and make buying easy.
- Retention / Loyalty — Turn first-time buyers into Repeat Customers: After the purchase, you follow up. Email marketing, discounts, loyalty rewards, and great support help bring them back.
💡 Pro Tip: A sales funnel only works if people are actually coming to your store. That’s why the first step is making sure your WooCommerce site gets traffic.
Improving your SEO is key — optimizing product pages, meta titles, and site structure will help more visitors find your store. To get started, I recommend checking out our guide on WooCommerce SEO.
Now that you understand these four stages, let’s look at how to actually build them.
The steps in this tutorial will map perfectly to this journey, helping you turn theory into a working funnel.
Set Up Your Store for Funnel Success: Checklist for Beginners
Before building your funnel, you must have the right foundation in place.
Here is a checklist of the essentials you need to get started:
- Self-hosted WordPress – Your store should run on a self-hosted WordPress site, not WordPress.com. This gives you full control over your store, plugins, and customization options.
- WooCommerce Installed – WooCommerce is the backbone of your online store. It handles your products, inventory, and checkout process. Think of it as the engine that powers your store — without it, there’s no way to sell anything online.
- Payment Gateway – You need a way to accept payments from your customers. Stripe and PayPal are the most popular options, and using one (or both) makes sure your buyers can pay easily and securely.
- Funnel or Page Builder plugin – This is what lets you create landing pages, product pages, and the different steps of your sales funnel. I recommend tools like SeedProd and FunnelKit because they make it easy to design pages that guide visitors toward buying.
- Email Marketing Service – A key part of any funnel is following up with potential buyers. An email marketing service lets you capture leads, send promotions, and nurture visitors who didn’t buy the first time.
If you’re overwhelmed — don’t worry, I’ve got you covered. Follow our guide on WooCommerce Made Simple to easily set up your store.
💡 Pro Tip: A slow store can lose visitors before they even see your products, which can hurt your funnel from the start.
At WPBeginner, our team has tested dozens of hosts to find options that give your store better speed, a free SSL certificate, and even a free domain.
Check out our list of the fastest WordPress hosting providers to set your store up for success.
Choosing the Right Funnel Plugin
Once your store is successfully set up and ready to sell, the next step is choosing the right tools to build your funnel.
I’ve tested several options, and here’s a breakdown to help you pick the plugin that fits your store, your goals, and your skill level:
| Plugin | Best For | Key Features | Starting Price |
|---|---|---|---|
| FunnelKit | Complete sales funnels for beginners | Drag & drop funnel builder, full-featured, WooCommerce integration | Starting at $99.50/yr + Free |
| FunnelKit Automations | Email sequences | Automate follow-ups and lead nurturing within your funnel | Starting at $99.50/yr + Free |
| Merchant | Upsells & cross-sells | Checkout funnels, product recommendations | Starting at $79/yr + Free |
| SeedProd | Landing pages | Pre-built templates & email integration | Starting at $39.50/yr + Free |
| OptinMonster | Lead generation | Popups, lead magnets, and conversion-focused campaigns | $49/month (Growth Plan, billed annually) |
⭐My Recommendation: For beginners, I usually suggest FunnelKit and SeedProd. Both are easy to use, full-featured, and well-supported. This makes it easy to create a complete WooCommerce funnel without coding.
Later, you can add FunnelKit Automations and OptinMonster to capture leads and send automated emails that keep your funnel active.
Step 1: Create a High-Converting Landing Page
The first step in your WooCommerce sales funnel is creating a landing page that actually converts.
A landing page is more than just a product page. It’s a focused space designed to guide visitors toward one specific action, like making a purchase.
I’ve seen many beginners skip this step and lose potential customers because their homepage is too cluttered or confusing.

A well-designed landing page removes distractions, clearly communicates your product’s value, and sets the stage for the next steps in your funnel.
What Makes a Landing Page Convert?
To get the most out of your funnel, each landing page should include key elements that guide visitors naturally toward buying.
Here’s why each one is important:
- Headline with Product Benefit: Your headline is the first thing visitors see. Make sure it clearly answers: “What’s in it for me?” If it doesn’t grab attention, people will leave immediately.
- Product Image or Product Video: Showing your product in action or highlighting it in a high-quality image helps visitors quickly understand what they’re buying and increases trust. Videos, especially, can boost conversions by giving a realistic sense of the product in use.
- Social Proof (Reviews and Ratings): Visitors trust other customers more than marketing copy. Displaying testimonials, reviews, or star ratings builds credibility and reassures buyers that they’re making a safe choice.
- Benefit-Focused Description: Focus on what the product does for the customer, not just its features. Clear benefits answer the question, “Why should I buy this?” and help motivate the visitor to take action.
- Single, Prominent CTA Button: One clear call-to-action removes confusion and makes it obvious what the next step is. Multiple buttons or unclear CTAs can distract visitors and lower conversions.
For this, I recommend SeedProd. It’s the best WordPress page builder for conversion-focused landing pages because it’s drag-and-drop, beginner-friendly, and fully compatible with WooCommerce.

Several of our partner brands have used SeedProd to build landing pages for new product launches, email campaigns, and special promotions — and they’ve actually seen measurable boosts in conversion rates.
SeedProd comes with:
- Pre-built templates optimized for conversions – You don’t need to design from scratch.
- WooCommerce blocks (Pro version) – Display product grids, featured products, or bestsellers directly on your landing page.
- Countdown timers and lead capture forms – Perfect for promotions and lead generation.
- Email integration – Automatically connect with your email marketing service to follow up with leads.
- Live Preview – Lets you preview your landing page on both desktop and mobile, so you know exactly how it will look to visitors.
You can also experiment with its AI website builder to quickly generate layout ideas or product sections.

For a full step-by-step walkthrough, check out our tutorial on creating a landing page in WordPress.
Step 2: Set Up Lead Capture Optin Forms
Once your landing page is ready, you need to capture leads. This allows you to engage visitors who aren’t ready to buy yet, so you can follow up later and guide them toward a purchase.
To encourage sign-ups, you need a lead magnet — something valuable you give visitors in exchange for their email address.
Popular options include:
- First-purchase discount – Encourage immediate action while collecting emails.
- Free shipping – A simple incentive that can push hesitant buyers to convert.
- Downloadable guide – A PDF, checklist, or tutorial related to your products.
- Members-only sale – Exclusive access makes people feel special and motivates sign-ups.

To capture these leads, I recommend OptinMonster, which is my go-to tool for creating high-converting optins.
Many of our partner brands use it to promote products, grow their email lists, and recover visitors who were about to leave — and it consistently helps improve sales.

Its Exit-Intent technology, flexible templates, and drag-and-drop editor make it easy to create forms that actually work, even if you’re new to lead generation.
You can create popups, floating bars, slide-ins, or inline forms, and integrate them with your email marketing service to deliver lead magnets via email, direct download, or both.

First, you’ll need to sign up for an OptinMonster account (Growth Plan) and connect it to WooCommerce. Then, choose your campaign type and select a template that fits your lead magnet.
From there, you can customize the text, images, buttons, and success message, then publish your optin form on your landing page.

For detailed instructions, see our tutorial on creating a lead magnet optin form with WordPress.
What Happens After Someone Opts In?
Capturing an email is only half the job. What you do with that email in the next 48 hours has a bigger impact on conversions than the signup form itself.
Here’s a simple three-email welcome sequence you can set up with FunnelKit Automations to move new subscribers toward their first purchase:
- Email 1 — Immediate (0 minutes): Deliver the lead magnet. Keep it short. Include the discount code, download link, or access details they signed up for. End with one sentence introducing your store.
- Email 2 — Day 2: Share your story or your product’s origin. This builds trust and makes your brand memorable before you ask for a sale. Include a soft CTA like “Browse our bestsellers.”
- Email 3 — Day 4: Make a direct offer. Remind them of their discount if they haven’t used it, highlight your most popular product, and include a clear “Shop Now” button. Create light urgency by noting the offer expires soon.
This sequence works because it delivers value first, builds familiarity second, and only asks for a purchase once trust is established.
For details, see our guide on how to set up WordPress email marketing automation.
Step 3: Add Upsells & Downsells
After capturing leads, you need to think about increasing the value of each sale.
Upsells and cross-sells turn interested buyers into higher-value customers by offering relevant products that naturally complement their purchase.
| Type | Example | How It Helps |
|---|---|---|
| Upsell | Suggesting a larger size or premium version of a product | Encourages customers to spend a little more for a better version of what they’re already buying |
| Cross-sell | Recommending complementary products, like a phone case with a new phone | Boosts order value by offering items that pair naturally with the main purchase |
| Downsell | Offering a slightly cheaper alternative when the customer hesitates | Recovers potentially lost sales by giving customers a lower-cost option instead of leaving empty-handed |
Which Products Should You Upsell — and at What Price?
Not every product is a good upsell candidate, and offering the wrong one at the wrong price can actually hurt conversions.
Here’s how to choose wisely:
- Price the upsell at 25–50% of the original product. If someone is buying a $40 item, a $15–$20 upsell feels reasonable. A $60 upsell feels like a trick.
- Choose products that enhance the original purchase. The best upsells make the main product work better or last longer, like a carrying case for a camera, extra blades for a razor, a recipe book for a kitchen tool.
- Limit offers to one or two at a time. More than two recommendations creates decision fatigue and often results in the customer choosing none.
- Use a downsell if they decline. If a customer skips your upsell, a cheaper alternative — rather than nothing — recovers some of that lost revenue. For example, if they pass on a $25 premium bundle, offer a $10 single add-on instead.
Pre-Purchase vs. Post-Purchase: When to Show the Offer
Timing matters as much as the offer itself. The two main moments to present upsells each have different strengths:
| Timing | Where It Appears | Best Used For | Conversion Rate |
|---|---|---|---|
| Pre-purchase | Product page or cart | Complementary add-ons, bundles, upgrades | Lower but adds to cart value before checkout |
| Post-purchase | Order confirmation page or email | Consumables, accessories, related products | Higher — buyer’s wallet is already open |
Post-purchase upsells tend to convert better because the customer has already committed to buying from you, so the psychological barrier is gone.
Once you know what to offer and when, the next step is setting it up without touching any code. For this, I recommend the Merchant plugin by aThemes.
It’s the best WooCommerce upsell and cross-sell plugin because it gives you full control over where and how recommendations appear — on product pages, in the cart, or at checkout.
Plus, you can easily add incentives like discounts or free shipping to encourage more add-ons.

Our team has covered this in detail in our guide on showing product recommendations in WooCommerce.
Step 4: Optimize Checkout for Conversions
Next, you must make the checkout as smooth as possible. Even a great WooCommerce funnel loses sales if the checkout is slow or confusing. Optimizing this stage turns more browsers into buyers by removing friction at the final step.
Here are some tips to improve your checkout experience:
1. Enable Guest Checkout
Allowing guest checkout reduces friction for first-time shoppers who do not want to create an account.
Fortunately, it’s easy to set up. In your WordPress dashboard, go to WooCommerce » Settings » Accounts & Privacy and check the ‘Enable guest checkout’ box.

This small change can make a big difference in your conversions.
For a detailed walkthrough, see our guide on how to enable guest checkout in WooCommerce.
📍Note: If you sell recurring subscriptions or memberships using plugins like WooCommerce Subscriptions, you’ll still need to require account creation.
You can easily enable the account creation settings on this exact same Accounts & Privacy page.
2. Add a Progress Indicator
A progress indicator helps shoppers see where they are in the checkout process, which reduces uncertainty and keeps them moving toward completing their order.
It’s especially useful for multi-step checkouts, where customers might otherwise feel unsure how many steps are left.

With FunnelKit Funnel Builder, you can easily add visual breadcrumbs or step indicators to your checkout pages. The plugin comes with pre-made checkout templates that include progress indicators, so you don’t need to design anything from scratch.
You can also customize colors, fonts, and layout to match your store’s branding, making sure the checkout feels professional and trustworthy.

To get started, take a look at our tutorial on customizing the WooCommerce checkout page.
3. Display Trust Badges
Trust badges reassure customers that their payment data is secure. This small visual cue can make a big difference, especially for first-time buyers who might be hesitant to enter their details.
I recommend using the Merchant plugin to easily display SSL certificates, trust badges, or money-back guarantees anywhere on your cart or checkout pages without using code.

If you’re using FunnelKit, many of the pre-built checkout templates already come with trust badges included. This means you can have a professional, conversion-ready checkout page without any extra setup.
For step-by-step instructions, take a look at our tutorial on how to add trust badges with WooCommerce.

4. Minimize Form Fields
Long and complicated checkout forms are one of the biggest reasons shoppers abandon their carts. The more information you ask for, the more time it takes — and the more chances buyers have to second-guess their purchase.
I always recommend keeping your checkout fields limited to what’s absolutely necessary.
For most WooCommerce stores, you typically only need:
- First and last name
- Email address (for order confirmation and follow-ups)
- Shipping address (if selling physical products)
- Billing address (if different from shipping)
- Payment details
If you’re selling digital products, you can often remove shipping fields entirely, which makes checkout even faster.
The Merchant plugin makes this much easier by offering a fast, mobile-optimized one-page checkout template for WooCommerce.
Instead of spreading fields across multiple steps, it keeps everything clean and streamlined on a single page.

Merchant also includes a visual builder, so you can fully customize your checkout layout without code. You can adjust the structure and control exactly which form fields appear.
5. Show Cart Summary
A clear cart summary helps shoppers review their order without leaving the product page. When customers can easily review what they’re buying — including product details, quantities, pricing, and totals — they’re less likely to hesitate or abandon their cart.
I suggest using a sliding side cart to keep customers engaged while showing their quantities and totals instantly.

The FunnelKit Cart plugin makes this easy by offering a customizable slide-in cart that appears when customers add a product.
📍Note: Make sure to go to WooCommerce » Settings » Products and uncheck “Redirect to the cart page after successful addition” so your slide-in cart works perfectly.
It creates a faster, more modern shopping experience and keeps buyers engaged. For step-by-step instructions, follow our tutorial on how to add a sliding side cart in WooCommerce.
6. Offer Multiple Payment Options
After optimizing your checkout layout and showing a clear cart summary, the next step is making it easy for customers to pay.
Providing multiple payment methods ensures shoppers can choose the option they trust, which reduces abandoned carts and increases conversions.
For this, I suggest using the FunnelKit Payment Gateway for Stripe to accept credit cards and popular digital wallets directly on your WooCommerce checkout.

For additional trusted options, enable PayPal or Authorize.Net. Familiar payment brands help first-time buyers feel confident completing their purchase.
Take a look at our guide to WordPress payment processing for more information on payment providers, setup, and best practices.
7. Offer Coupons as Incentives
Coupons encourage shoppers to finish their purchase. Offering a discount can tip hesitant visitors toward converting and can also increase the average order value when used strategically.
I recommend using Advanced Coupons to create BOGO deals or product-specific discounts that increase your average order value.
Here are some types of coupons you can try:
- Percentage off – A classic discount, like 10% off the total order.
- Fixed amount off – Subtract a set dollar amount from the order total.
- Free shipping – Remove shipping costs to make checkout more appealing.
- Buy One, Get One (BOGO) – Encourage shoppers to add more products to their cart.
- Product-specific discounts – Offer deals on select items to promote key products.
With Advanced Coupons, you can easily create these coupons and control their rules, limits, and expiration dates.

For a step-by-step walkthrough on setting up all these coupon types, check out our tutorial on creating smart WooCommerce coupons.
Optional Advanced Tweaks to Optimize the WooCommerce Checkout
Once your basic checkout is optimized, there are a few advanced tweaks that can give your funnel an extra boost:
- Add Order Bumps – Order bumps are small, optional offers presented at checkout to encourage customers to add a complementary product.
- Reduce Friction with Chatbots and FAQs – Answering customer questions in real-time can prevent abandoned carts. A chatbot or a quick FAQ section on your checkout page gives shoppers the confidence to complete their purchase.
- Optimize the Thank-You Page – The thank-you page isn’t just a confirmation, it’s another chance to engage customers. With SeedProd, you can design visually appealing thank-you pages that include upsells, cross-sells, or social sharing prompts to encourage repeat purchases.
For a complete guide on all these techniques, check out our ultimate guide to speeding up WooCommerce checkout.
Step 5: Build a Post-Purchase Email Sequence
After capturing a sale, your funnel isn’t done — retention is just as important as acquisition. I’ve seen many online store owners focus only on the first purchase, but turning buyers into repeat customers is where your revenue really grows.
This is also where loyalty programs, referrals, and post-purchase follow-ups come in.
One of the most effective ways to stay engaged with customers is through post-purchase emails. These emails go straight to your buyer’s inbox while their experience is still fresh, giving you a chance to:
- Thank them for their order
- Ask for feedback via a short survey
- Offer a small incentive, like a coupon, for leaving a review or completing the survey
To make this effortless, I recommend FunnelKit Automations, the best WooCommerce automation plugin I’ve tested.
It comes with pre-built Post-Purchase Sequence workflows that can automatically send thank-you emails, surveys, or follow-ups after an order.

With FunnelKit, you can automatically trigger emails after purchase, customize the email content to include surveys, discounts, or product recommendations, and track engagement over time.
This plugin also handles abandoned cart recovery, letting you automatically send gentle reminders, social-proof follow-ups, and even last-chance offers.

When to Send Abandoned Cart Emails (Timing That Works)
The timing of your abandoned cart sequence has a significant impact on recovery rates. Send too early and you feel pushy; wait too long and they’ve already bought from a competitor.
Here’s a three-email sequence that consistently performs well:
- Email 1 — 1 hour after abandonment: A gentle, friendly reminder with no discount. Simply show them what they left behind and make it easy to return. Many people abandon carts due to distraction, not hesitation, so this email catches them.
- Email 2 — 24 hours after abandonment: Add a little social proof. Include a customer review of the product they abandoned, or mention how many people have bought it recently. This addresses hesitation without using discounts.
- Email 3 — 72 hours after abandonment: Make your strongest offer. This is where you introduce a time-limited discount or free shipping incentive. Keep the urgency genuine, so a coupon that expires in 24 hours should actually expire.
To set this up on your site, take a look at our tutorial on how to set up WooCommerce abandoned cart emails.
A Visual Summary of the WooCommerce Sales Funnel
You’ve built each step of your WooCommerce sales funnel, from attracting visitors to turning them into repeat customers.
Here’s a quick visual overview that ties all the pieces together, so you can see how every step flows and contributes to your store’s success.

Measure Your WooCommerce Funnel Performance
After launching your funnel, you must track its performance to see what is working.
Monitoring these key metrics helps you identify where visitors might be dropping off so you can improve your conversion rates:
| Metric | What It Means | How to Track | Healthy Benchmark |
|---|---|---|---|
| Conversion Rate | The percentage of visitors who complete a purchase. | WooCommerce Analytics | 1–4% |
| Cart Abandonment | How many visitors leave without buying. | WooCommerce / Google Analytics | <70% |
| Email Open Rate | Percentage of emails opened by subscribers. | Your email marketing platform | 20–25% |
| Funnel Drop-off Rate | Where users exit your funnel before buying. | Google Analytics | Identify leaks |
| Average Order Value (AOV) | The average amount spent per order. | WooCommerce | Track growth |
📍 Note on benchmarks: The figures in the table above are general starting points, not universal targets.
A 1–4% conversion rate is typical across ecommerce broadly, but your actual healthy range depends heavily on your industry, product price, and traffic source. A luxury goods store converting at 0.8% may be outperforming a budget accessories store converting at 3%.
Use benchmarks to spot problems, not to judge success because what matters most is whether your numbers are improving month over month.
This helps you spot friction points in your funnel, optimize pages, tweak offers, and improve follow-up emails.
For example, a high cart abandonment rate might mean your checkout process is too long, or you need stronger incentives like coupons or upsells.
To easily track these metrics, I recommend using MonsterInsights. It easily integrates with WooCommerce and Google Analytics, letting you see how each step of your funnel is performing in one place.

For a detailed step-by-step setup, check out our guide on WooCommerce conversion tracking.
How to A/B Test Your WooCommerce Funnel
Tracking metrics tells you where your funnel is leaking. A/B testing tells you how to fix it. The idea is simple: show two versions of the same page or element to different visitors and measure which one converts better.
The golden rule of A/B testing is to only test one variable at a time. If you change your headline and your CTA button color simultaneously and conversions improve, then you won’t know which change caused it.
Here’s what to test, in order of impact:
- Headline on your landing page — This has the highest potential impact because it affects every visitor. Try two different value propositions and see which one holds attention longer.
- CTA button text and color — Small wording changes (“Get My Kit” vs “Shop Now”) can produce surprisingly large differences in click-through rates.
- Lead magnet offer — Test a 10% discount against free shipping to see which drives more opt-ins from your specific audience.
- Email subject lines — Your abandoned cart and welcome emails live or die by their subject line. Most email platforms let you split-test these automatically.
- Upsell placement — Test showing your upsell on the product page versus the post-purchase confirmation page and compare average order values.
Run each test for at least two weeks, or until you have a minimum of 100 conversions per variant — whichever comes later. Ending tests too early based on early data is one of the most common mistakes that leads to false conclusions.
For details on how to do this, see our guide on A/B testing in WordPress.
Post-Launch 30-Day Optimization Plan for WooCommerce Funnel
Now that your WooCommerce sales funnel is live, the real work begins: tracking performance and fine-tuning your funnel for maximum conversions.
This roadmap helps you catch technical issues early and scale the strategies that drive the most revenue:
- Week 1: Observe – I always tell store owners to resist the urge to make changes immediately. Watch how visitors move through your funnel, monitor conversion numbers, and run a few test transactions to ensure everything works as expected.
- Weeks 2–3: Test — This is when you experiment, but be strategic about it. Start with the changes most likely to move the needle, and only test one thing at a time so you know what caused any change in results. Here are the highest-priority tests to run first:
- Swap your landing page headline with an outcome-focused alternative and compare time-on-page
- Change your primary CTA button text from something generic (“Buy Now”) to something specific (“Get My [Product Name]”)
- Test your abandoned cart email subject line — try a curiosity-based version (“Did you forget something?”) against a direct one (“Your cart is about to expire”)
- Try removing one or two checkout fields and measure whether cart completion rates improve
- Week 4: Scale – Once you know what’s working, expand it. Increase ad spend, boost email frequency, or apply successful tactics to other products. This is where your funnel starts delivering real, measurable results.
Keep track of every change and outcome. This helps you build a playbook for future funnels and improves long-term performance.
This way, you’re not just launching a funnel—you’re actively optimizing it for growth and higher revenue.
Frequently Asked Questions About WooCommerce Sales Funnel
Here are some of the most frequently asked questions I receive about building and optimizing WooCommerce sales funnels.
Do I need a plugin for a WooCommerce sales funnel?
Not necessarily, but using a plugin is highly recommended for beginners. Plugins like FunnelKit, SeedProd, or Merchant make it much easier to create landing pages, lead capture forms, upsells, and automated emails without coding.
How much does a WooCommerce sales funnel cost?
It can be free or paid, depending on the tools you choose:
| Tool / Feature | Free Option | Paid Option |
|---|---|---|
| Funnel/Page Builder | WordPress blocks | FunnelKit ($99.50/yr), SeedProd ($39.50/yr) |
| Lead Capture | Basic forms | OptinMonster ($49/month) |
| Upsells / Cross-sells | WooCommerce default | Merchant ($79/yr+) |
| Automations / Emails | Limited | FunnelKit Automations ($99/yr) |
How long does it take to build a WooCommerce sales funnel?
You can set up a funnel in about 3–5 hours using pre-made templates and drag-and-drop tools like FunnelKit or SeedProd. More complex funnels with custom automations may take longer.
Can I build a WooCommerce sales funnel without coding?
Yes! All the steps—from landing pages to checkout optimization and automated emails—can be done with click-and-type tools like FunnelKit, Merchant, and SeedProd.
What is the best WooCommerce funnel plugin?
For beginners, FunnelKit is highly recommended. It combines landing pages, checkout optimization, upsells, and automations in one easy-to-use platform.
I hope this article helped you learn how to create a WooCommerce sales funnel. The most successful WooCommerce stores don’t just sell products. Instead, they guide shoppers through a friction-free experience. By setting up a clear funnel today, you are building a system that grows your revenue on autopilot.
You may also want to see our guide on optimizing the customer journey for your WooCommerce store and our expert tips to succeed with your WooCommerce 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 Build a WooCommerce Sales Funnel That Actually Converts first appeared on WPBeginner.
Jonathan Desrosiers: Reblog of Boston WordPress: April 2026 Meetup: Ethan Marcotte & Mary Hubbard
Reblog via Jonathan Desrosiers
WordPress is software with limitless potential and a mission to make publishing accessible to the whole world. Boston is a city with prolific, world-renowned universities, vibrant tech communities, and an incredible spirit. One of the reasons why I help organize this meetup is because I have seen first-hand the opportunities it creates for attendees when these groups come together.
While I look forward to our meetups each and every month, our speaker lineup for April has me even more excited than usual. If you’ve been meaning to attend a WordPress Boston meetup event and just haven’t gotten around to it, this is the month you should finally make it happen.
Event Details
Date: April 27, 2026
Time: 6:30PM-9:00PM
Location:
Microsoft New England Research and Development (NERD) Center
1 Memorial Drive
Cambridge, MA 02142You must RSVP to attend.
More details and the RSVP form can be found on the meetup.com event page.
A Local Pioneer
I checked my email one day last September to find a new post from Ethan Marcotte’s journal. He wrote about how he was looking for his next endeavor having just finished a project with the City of Boston where he helped the Digital Services team define a new design system. I realized I had forgotten that he was based in Boston.
Anyone and everyone is welcome to speak at our meetups so long as the topic is useful in some way to those who use or build with WordPress (submit a talk proposal if you think that’s you)! While we occasionally have speakers from out of town when logistics line up right, it’s very important to me that the meetup is a platform for celebrating and showcasing the amazing talents from the greater Boston area. The organizing team regularly performs outreach to individuals who we feel can offer valuable insight to the attendees of our meetup. I’m someone who tends to aim high. The worst case scenario: you don’t receive an answer or they politely decline.
I reached out through his website’s contact form and I’m glad I did! After a bit of coordination and planning, we landed on April’s meetup for him to give his talk The design systems between us.
In case you’re unfamiliar with Ethan, here’s a bit more about him.
WordPress 7.0 and Beyond
While featuring local talent is important to the organizing team, another factor that we’re always trying to balance in our programming is bringing in leaders from outside of the Bay State. Again aiming high, I reached out to Mary Hubbard about having her speak at our meetup. As the Executive Director of the WordPress Project, there’s few people in a better position to present about where WordPress is going and the impact it will have on creators and local businesses.
After some back and forth, April also ended up as the best month to fit our meetup into her busy schedule. Meetups are a critical part of the overall WordPress equation and one of the reasons why it has grown to the Open Source giant it is today. We’re grateful for her willingness to attend our meetup to engage with our community by talking about what the 7.0 release mans for the project, and how community events like our meetup can play a role in the next 20 years of WordPress.
The post April 2026 Meetup: Ethan Marcotte & Mary Hubbard appeared first on Boston WordPress.
The post Reblog of Boston WordPress: April 2026 Meetup: Ethan Marcotte & Mary Hubbard appeared first on Jonathan Desrosiers.
How to Build a Product Quiz in WordPress That Recommends & Converts
Your store might have exactly what a visitor needs. But if they can’t find it easily, then they’ll leave without buying.
A product quiz fixes that by asking a few short questions, returning a tailored recommendation, and capturing their email address in the same step. It’s one of the easiest ways to make product recommendations feel more personal.
Plus, quizzes are interactive and fun to take, which keeps users engaged. Rather than pushing products, you’re helping customers discover what fits them best.
In this guide, I’ll show you how to create a product quiz in WordPress that not only recommends the right products to get more sales but also helps grow your email list. 📨

🧑💻 Quick Answer: How to Build a Product Quiz in WordPress
- Method 1: Using WPForms – Enable Quiz Mode, use the conditional logic to direct users to specific product outcome pages, and connect to email services like Constant Contact to send automated follow-ups.
- Method 2: Using Thrive Quiz Builder – Use advanced, built-in features like custom splash pages, product category sorting, and lead-generating opt-in gates to capture email addresses right before revealing users’ results.
Why Create a Product Quiz in WordPress?
A product quiz isn’t just a fun extra for your online store. It helps visitors quickly find what they need without feeling overwhelmed.
Here’s why it works so well:
- Keeps people engaged – Quizzes are interactive, so visitors are more likely to stick around and complete them.
- Makes choices easier – Instead of browsing dozens of products, users get a few options that actually fit their needs.
- Boosts sales – Personalized recommendations feel more relevant, which helps people feel confident about buying.
- Captures leads naturally – You can ask for an email at the end in a helpful, low-pressure way.
- Improves your marketing – Group users based on their answers and send more targeted emails or SMS later.
- Reveals what customers want – Learn key details like budget, goals, or preferences.
For example, let’s say you sell coffee beans in your online store.
You could create a quiz like “Find Your Perfect Coffee Beans” where the results guide customers to options like Smooth & Chocolatey, Bold Espresso, or Fruity & Light blends.
After someone finishes the quiz, you can send helpful tips based on their result, share product links that match their needs, and even offer a small coupon code to encourage their first purchase.

Then later, you can follow up with refill reminders when their products might run out, or suggest upsells like coffee filter paper and other add-ons that fit their routine.
Here are a few more quiz ideas to get you inspired:
| Business Type | Quiz Idea | Post Submission |
|---|---|---|
| 🛍️ Boutiques | “Build Your Capsule Wardrobe” | Show outfit picks, link to items, and offer a style guide or discount code. |
| 🎓 Online Courses | “Which Course Should You Take First?” | Recommend a course, share a learning path, and send a welcome email sequence. |
| 💼 Services | “Which Plan Fits Your Business?” | Suggest the best plan, include pricing details, and offer a free consultation. |
Overall, a product quiz acts like a friendly guide. It helps visitors make decisions faster while quietly moving them closer to a purchase.
Now, let’s look at how to build one in WordPress:
- 🛑 Prerequisite: Quiz Outcome Pages
- Method 1: WPForms (Simple Form-Based Quiz)
- Step 1: Set Up Your Constant Contact Account
- Step 2: Install WPForms Pro and the Quiz Addon
- Step 3: Build the Product Quiz Using WPForms
- Step 4: Break Your Product Quiz as a Multi-Page WPForms Form
- Step 5: Set Up Product Quiz Outcomes
- Step 6: Connect WPForms to Your Email Marketing Service
- Step 7: Embed the Quiz on Your WordPress Site
- Step 8 (Optional): Build Follow-Up Email Sequences in Constant Contact
- Bonus Step: Take It Further with Uncanny Automator
- Method 2: Thrive Quiz Builder (Interactive Quiz with Branching Logic)
- Step 1: Install Thrive Quiz Builder in Your WordPress Site
- Step 2: Set Up a New Product Quiz
- Step 3: Add Your Product Quiz Questions
- Step 4: Configure the Opt-In Gate
- Step 5: Set Up the Quiz Results Page
- Step 5 (Alternative): Create a Results Page with a Social Share Badge
- Step 6: Create a Splash Page for Your Product Quiz
- Step 7: Embed the Quiz on Your WordPress Site
- FAQs About How to Build a Product Quiz in WordPress
- More Guides for Using Quizzes in WordPress.
🛑 Prerequisite: Quiz Outcome Pages
Outcome / results pages are custom landing pages on your website where users are sent after finishing the quiz.
They’re incredibly important because they show the final personalized product recommendation and guide users toward making a purchase right away.
So, before you start with one of the methods in this tutorial, you’ll need to design your outcome pages.
Design Your Results Pages
Here’s a simple rule of thumb: you’ll need one results page for each quiz outcome. So if your quiz has three possible results, then you’ll create three separate pages.
The process is straightforward—it’s just like creating a new page in WordPress.
Head over to Pages » Add New Page and give it a name that matches the outcome, like “Smooth & Chocolatey Results.”
Each results page should include:
- A headline that confirms the result.
- A short description — two or three sentences explaining why it suits the quiz taker’s answers.
- A CTA button linking directly to the product page so they can buy or learn more in one click.
You’ll want to keep each results page focused on a single recommendation. The visitor just told you exactly what they’re looking for through their answers, so this is your chance to meet that need clearly, without distractions.
For more information, see our guide on how to create a landing page in WordPress.
Method 1: WPForms (Simple Form-Based Quiz)
🎖️ Best for: Online store owners who want a reliable way to create a product quiz and build targeted email lists using the best quiz builder and email marketing service.
In this method, I’ll show you how to build a product quiz using WPForms. It’s the best WordPress form builder plugin, and its built-in Quiz addon makes creating product recommendation quizzes simple.
This plugin also integrates with popular email marketing services like Constant Contact, making it easy to grow your email list as users complete your quiz.
At WPBeginner, we use WPForms for our contact forms, annual reader surveys, and more, so we’ve seen how flexible it is in real use. You can learn more in our full WPForms review.
✅ What You’ll Need
- WPForms Pro ($199.50/yr) – required for conditional confirmations and quiz features
- An email marketing service – I will show you how to do this with Constant Contact, but you can also see our pick of the best email marketing services.
📌 Important: Constant Contact’s free plan doesn’t include email automation. You’ll need a Standard plan or higher if you want follow-up sequences to run automatically after the quiz. Check your plan before you get to Step 6 so you’re not caught off guard.
Step 1: Set Up Your Constant Contact Account
Before you touch WordPress, you need to make sure that you have an email marketing service ready. This saves you from having to jump between tabs later.
If you don’t have an account yet, go to the Constant Contact website and sign up. The free plan is fine to start, and you can upgrade later if you want automations.

Once you’re in, create a separate email list for each quiz outcome you’re planning.
For context, Constant Contact uses lists (not tags), so each result needs its own list. For example, I’ll make a list for quiz takers whose results are “Smooth & Chocolatey,” “Bold Espresso,” and “Fruity & Light.”
To create a list, simply go to Audience » List and segments and click ‘Create new’ in your Constant Contact account.
Note:

My tip is to use clear, descriptive names from the start because WPForms will use these lists to automatically sort subscribers based on their quiz results. Having them ready now lets you plug everything in quickly in the next step.
Step 2: Install WPForms Pro and the Quiz Addon
Now let’s set up WPForms in WordPress so that you can start creating your product recommendation quiz.
To get WPForms Pro, you can go to the WPForms website to sign up. Click the ‘Get WPForms Now’ button, pick a plan, and complete the check out process.

📝 Note: To create quizzes, you’ll need the WPForms Pro plan or higher, as the Quiz Addon is included in those licenses. If you’d like to explore the basics first, you can start with the free version of WPForms before upgrading.
Upon signup, you can download your WPForms .zip file and copy your license key.
Next, head over to Plugins » Add Plugin in your WordPress admin dashboard.

Then, you can click on ‘Upload Plugin’ up top.
In the file uploader, click ‘Choose File’ to upload your WPForms .zip file you just downloaded.

To complete installation, click ‘Install Now’ and then ‘Activate.’ See our guide on how to install a WordPress plugin if you need help with this part.
Next, you’ll need to activate your license to unlock the plugin’s premium features.
From your WordPress dashboard, go to WPForms » Settings, enter your license key in the ‘License Key’ field, and click ‘Verify Key’.

Once WPForms is active, you’ll also need to install the Quiz addon.
Go to WPForms » Addons, use the search box to find the Quiz addon, and click the ‘Install Addon’ button.

That’s it. You won’t see any big changes yet because the addon just unlocks quiz features inside the form builder, which you’ll use in the next step.
Step 3: Build the Product Quiz Using WPForms
Now for the fun part: building the actual quiz.
From your admin area, head over to WPForms » Add New to add a form.

For a product quiz, I’ll show you how to start with the blank form template and build the logic and recommendations from the ground up using the Quiz addon.
📝 Note: WPForms Pro comes with an AI form builder that lets you create a form in seconds using a prompt. You can also pick from 2,100+ ready-made templates and customize one for your quiz.
To get started, enter a name for your form at the top of the screen, like “Find Your Perfect Coffee Beans.”
Then, hover over the ‘Blank Form’ option and click ‘Create Blank Form’ to open the form builder.

From here, head over to Settings » Quiz inside the form builder to enable Quiz Mode.
This is what allows WPForms to track scores and map answers to outcomes.

It’s a good idea to save your form right after turning on Quiz Mode so you don’t lose any progress. You can find the ‘Save’ button in the top-right corner of the form builder.
With Quiz Mode enabled, WPForms will ask you to choose a quiz type.
You’ll see three options: Graded Quiz, Personality Quiz, and Weighted Quiz. For a product recommendation quiz like this, go ahead and select ‘Personality Quiz’, since it groups users based on their preferences rather than scores.

Next, you can add a title and description for your quiz:
- Title – This appears at the top of your quiz, so keep it clear and engaging. For example: “Find Your Perfect Coffee Beans”. It’s simple and tells visitors exactly what they’ll get.
- Description – Optional, but helpful for setting expectations. You might write: “Answer a few quick questions to discover the coffee beans that match your taste.”
You’ll want to keep the description short: 1-2 sentences is enough to spark interest without slowing people down.

Before adding questions, you’ll need to set up the possible results users can get at the end of the quiz. These should match the email lists you created earlier in your email marketing service since each result will be connected to a specific list.
To do this, go to the ‘Personality Types’ section in the Quiz settings.
For my coffee quiz, I’ll use:
- Smooth & Chocolatey – for users who prefer rich, mellow flavors
- Bold Espresso – for users who enjoy strong, intense coffee
- Fruity & Light – for users who like bright, acidic, and complex notes
I recommend adding 3–5 results. This keeps things clear, makes it easier to map answers, and helps you guide users toward the right product.
You can use the ‘–’ or ‘+’ buttons to remove or add more results as needed.

Once you’re done, click ‘Save’ so everything is ready when you start adding your quiz questions.
Now, we’ll head over to the ‘Questions’ tab in the WPForms builder to add the questions.

To add a question, simply drag a field from the left-hand panel into your form.
WPForms offers several formats that work well for product quizzes:
- Multiple Choice — best for most questions since users can pick one clear answer
- Dropdown — useful if you have longer answer options
- Checkboxes — great when users can select multiple preferences
For the best experience, I recommend using ‘Multiple Choice’.

Drag the field from the left-hand panel into your quiz form.
Then, click on it to add your question and answer choices using the settings panel on the left.

🧑💻 Pro Tip: If you’re not sure what options to include, you can use the built-in AI Choices feature. Just click ‘Generate Choices,’ enter a short prompt, and WPForms will suggest relevant answers. You can tweak these to better match your audience.
Once your questions are in, you can connect each one to a result (the personality type).
Next to each option, you’ll see a dropdown where you can assign it to the most relevant result.
For example, for my “How do you usually take your coffee?” question, my mapping might look like this:
- “With milk or cream” → Smooth & Chocolatey
- “Black, no sugar” → Bold Espresso
- “Black but I enjoy lighter brews” → Fruity & Light
This is the most important step to review. Go through each question one more time to make sure every answer is correctly mapped because this ensures users get accurate product recommendations.

Also, double-check that every answer choice is assigned to a result. WPForms calculates outcomes based on these mappings, so even one missing link can throw off the final recommendation.
Once everything looks good, click ‘Save’.
Step 4: Break Your Product Quiz as a Multi-Page WPForms Form
Next, you’ll organize your quiz across multiple pages – turning your quiz into a step-by-step flow automatically, with a “Next” button between pages.
Start by adding a page break to separate your quiz questions from the results step. Just drag the ‘Page Break’ field from the left panel into the preview area.

Once it’s in place, click on the field to customize it.
For your product quiz, you could use a message like: “Almost done! Where should we send your results?” Framing it as a value exchange — you give us your email, we give you your result — makes a real difference in how many people actually follow through.
You’ll also see the ‘Next’ button here. You can rename it if you like, but the default usually works well as a clear transition.

If you want to give users more control, you can enable a ‘Previous’ button so they can go back and change their answers.
Just click below the ‘Page Break’ field and turn on the ‘Display Previous’ option.

Next, let’s drag an ‘Email’ field right below the page break.
Click on it to open the customization panel.

From here, you can customize the field’s label, if needed.
You should also make sure to toggle on the ‘Required’ option so users must enter their email before viewing their results.

For transparency, it’s a good idea to include a consent checkbox.
📌 Important: Adding a consent checkbox helps you follow privacy best practices like GDPR. That said, we’re not legal consultants, and you may want to review your local requirements if you’re collecting personal data.
You can do this by dragging in a ‘Checkboxes’ field under the email field.

Then, you’ll need to remove any extra options so you’re left with a single checkbox.
After that, go ahead and update the text to explain how you’ll use their email. For example, to send results or occasional updates through your email newsletter, you can write “I agree to receive my quiz results and occasional coffee updates by email.“
Don’t forget to turn off the ‘Include in Quiz Scoring’ option for this field. Otherwise, it can interfere with your quiz results. Also, make sure to toggle on the ‘Required’ option for this checkbox so users cannot proceed without agreeing.

If you prefer a cleaner look, you can hide the field label from the ‘Advanced’ tab and just display the consent text.
Simply turn on the ‘Hide Label’ option.

Step 5: Set Up Product Quiz Outcomes
Now you need to make sure each visitor actually sees their result after submitting. You’ll do this with ‘Outcomes’ — one per product recommendations.
In the quiz builder, switch to the ‘Outcomes’ tab.

WPForms creates one default confirmation for you. You’ll use that as your first outcome’s confirmation and add new ones for the rest.
First, let’s edit the ‘Default Outcome’ title to one of the personality types.
Then, you’ll need to choose an outcome type. For each outcome, you have two options:
- Show Page — choose a dedicated page you’ve built for that outcome. This gives you the most flexibility since you can include product image and gallery, descriptions, and a buy button.
- Go to URL — enter a URL, which can be within or outside your website.
For this tutorial, let’s go with ‘Show Page‘ and choose the dedicated outcome page from the ‘Page’ dropdown.

Next, you’ll need to add a conditional logic rule to each confirmation so it only shows when the quiz result matches.
Turn on the ‘Enable Conditional Logic’ option to open configuration settings. Then, you can create a rule, for example, ‘Show this outcome if Quiz Personality is Smooth & Chocolatey.’

🔗 Related: Conditional logic is what makes the quiz feel smart and personalized. If you’d like to learn more about it, see our guide on ways to use conditional logic in WordPress forms.
With that done, you can click the ‘Add New Outcome’ button for your other personality types.

A popup will appear to prompt you to give the new outcome a name.
Go ahead and type in one of your personality types.

From here, you can assign a page and set a condition that tells WPForms when this result should be shown, as you did with the first one.
Step 6: Connect WPForms to Your Email Marketing Service
With your form built, it’s time to connect it to your email service (like Constant Contact) so each quiz result automatically drops the subscriber into the right list.
Inside the form builder, go to Marketing » Constant Contact and click ‘Add New Connection.

Next, you’ll create one connection per quiz outcome.
For each one, you need to do two things:
- Assign it to the matching Constant Contact list (the ones you created in Step 1)
- Add a conditional logic rule so the connection only fires when the quiz result matches that outcome
For a three-outcome quiz, that means three connections total:
- Connection 1: Quiz result = “Smooth & Chocolatey” → add to “Smooth & Chocolatey” list
- Connection 2: Quiz result = “Bold Espresso” → add to “Bold Espresso” list
- Connection 3: Quiz result = “Fruity & Light” → add to “Fruity & Light” list
Here’s what the configuration settings might look like on your screen:

There’s also conditional logic you can set up.
Turn on the toggle to enable conditional logic, then set up a condition rule, such as “Process this connection if Checkboxes is I agree to receive my quiz results and occasional coffee updates by email.”

When someone submits the form, WPForms checks each connection’s conditions and fires only the one that matches.
The subscriber lands in the right list automatically with no manual sorting needed on your end.
Step 7: Embed the Quiz on Your WordPress Site
Your quiz is built and connected — now let’s make it live on your WordPress site.
WPForms makes it easy to add your quiz to your site using the built-in embed wizard. To get started, just click the ‘Embed’ button.

You’ll now see a popup asking where you want to embed your quiz. You can add it to an existing page or create a new one.
If you choose Select Existing Page, you can place the quiz on a page you already have, like your homepage or a landing page.
If you choose Create New Page, WPForms will automatically create a new page on and insert the quiz for you on the block editor.

For this tutorial, select ‘Create New Page’, since a dedicated page helps keep visitors focused on the quiz.
Next, enter a name for your product quiz page and click ‘Let’s Go!’

This will open the WordPress block editor with your quiz already in place.
From here, you can use the ‘Form Settings’ panel on the right to show or hide the quiz title and description. You’ll also find styling options below to help your quiz match your site’s design.

📝 Note: If you prefer, you can also use the shortcode method. Go to WPForms » All Forms, copy the shortcode next to your quiz, and paste it into any page or post using a Shortcode block.
Once the form is embedded, preview the page to make sure everything looks right — the questions load, the pages step through correctly, and the final email field is showing up where it should.
It’s also smart to test the quiz end-to-end before you publish.
Preview your page and submit a response for each possible outcome. Try entering a typo, an invalid email address, or skipping a required field to make sure your form validation works correctly.

After submitting, check that the correct confirmation message appears.
Be sure to test every outcome individually so you can confirm each one displays the right result.

Finally, confirm that the subscriber is added to the right Constant Contact list.
This quick test helps you catch any issues early and ensures everything runs smoothly once your quiz is live.

Once everything checks out, go ahead and hit ‘Publish’ (or ‘Update’ if you’re editing an existing page).
Now if you visit your page, you’ll see your WPForms product quiz in action:

For more information, see our guide on how to embed forms in WordPress.
Step 8 (Optional): Build Follow-Up Email Sequences in Constant Contact
📌 Important: Remember, automation requires a Constant Contact Standard plan or higher. If you’re on the free plan, you’ll need to upgrade before this step.
Your quiz is live and sorting subscribers into the right lists. Now let’s make those lists actually do something by sending follow-up emails that feel personal to each result.
In Constant Contact, go to ‘Campaigns’ and create a new automated email series.

From here, you can set the trigger to fire when a new contact joins a specific list.
You’ll build one sequence per quiz outcome, so three outcomes means three sequences. Each one should feel like it was written specifically for that result.
Here are some ideas for what to include:
- A welcome email that mentions the specific quiz result by name
- Product tips or usage guides relevant to the product recommendation
- A discount code or special offer to encourage a first purchase
- Related blog posts or videos connected to their result
- A replenishment reminder if your product is something people reorder
Simply choose the ‘Automations’ option in the ‘Choose a campaign’ popup to start building your sequence.

Once your sequences are live, the whole thing runs on its own.
Someone takes the quiz, gets their result, joins the right list, and immediately starts receiving follow-up emails built just for them — no manual work required.
For details, see our guide on how to set up automated drip notifications in WordPress.
Bonus Step: Take It Further with Uncanny Automator
If your quiz needs to trigger actions beyond email, then you can extend everything with Uncanny Automator ($199/yr for Pro).
It’s a powerful automation plugin that connects WPForms to dozens of other tools.

For example, you could use it to:
- Log quiz results to a Google Sheet
- Send a Slack notification to your team when someone completes the quiz
- Add the subscriber to a WooCommerce customer segment
- Automatically create a WordPress user account
If your quiz feeds into a bigger system, Uncanny Automator makes it easy to connect all the pieces without writing any code. You’d set the trigger to “WPForms form submitted with a specific value in a specific field,” then chain whatever actions you need.
See our detailed Uncanny Automator review for more insights.
Method 2: Thrive Quiz Builder (Interactive Quiz with Branching Logic)
🎖️ Best for: Online store owners who want a more interactive, quiz-focused experience with built-in funnels, all in one plugin.
In this method, I’ll show you how to use Thrive Quiz Builder to create a product quiz from scratch. It’s a powerful plugin with features like branching logic, personalized results, and a built-in opt-in gate, which lets you collect emails before showing results.
It also offers a more polished quiz experience out of the box. For example, you can easily use features like image-based answers, progress bars, and a one-question-per-screen layout.
✅ What You’ll Need
- Thrive Quiz Builder standalone ($99/yr) or Thrive Suite ($299/yr) — Suite includes the full Thrive Themes toolkit if you want access to their other plugins, too.
Step 1: Install Thrive Quiz Builder in Your WordPress Site
Thrive Quiz Builder is a premium plugin and part of the Thrive Themes Suite, which is a collection of tools designed to help you build high-converting websites.
To get started, you’ll first need an account on the Thrive Themes website. Click the ‘Start Now’ button and follow the on-screen instructions to complete the sign-up process.

Once you’ve signed up, you’ll arrive in your own Thrive Themes dashboard.
From here, you can download the Thrive Product Manager plugin.

Next, you’ll need to upload it to your WordPress site.
Navigate to Plugins » Add Plugin in your WordPress admin dashboard.

Then, click ‘Upload Plugin’ at the top, choose the Thrive Product Manager .zip file, and click ‘Install Now.’
Don’t forget to click the ‘Activate’ button when it appears.

See our beginner’s guide on how to install a WordPress plugin if you need help with this.
After activation, head to the new ‘Product Manager’ tab in your WordPress dashboard. This acts as a central hub where you can easily manage and install all your Thrive Themes tools.
Click ‘Log into my account’ and enter your Thrive Themes credentials.

Once connected, look for Thrive Quiz Builder and check the ‘Install Product’ box.
With that done, click ‘Install selected products’.

When the installation is complete, you’ll see a ‘Ready to Use’ message.
Click ‘Go to the Thrive Themes Dashboard’ for now.

Step 2: Set Up a New Product Quiz
On the next screen, you’ll see that you have successfully activated Thrive Quiz Builder.
Go ahead and click the ‘Quiz Builder Dashboard’ button to open the builder.

Once the builder opens, you can click ‘Add New’ to create your first quiz.
📝 Note: You might also notice the ‘Import Quiz’ button. It lets you upload a previously exported Thrive quiz .zip file and reuse it on your site. This is especially helpful if you want to duplicate a high-performing quiz without rebuilding it from scratch.

When it asks you to choose a quiz type, select ‘Build from scratch.’
Since we’re building a personality or outcome style, each answer maps to a category rather than adding up to a score. Starting from scratch is exactly what you need for a product recommendation quiz.

In the next popup, Thrive Quiz Builder will ask you to name your quiz.
Make sure to give it a clear name. For example, if you’re running a skincare store, you could use the “Find Your Perfect Skincare Routine” name.

After that, you’ll need to choose the quiz evaluation type:
- Number – Adds up points to give users a final numerical score.
- Percentage – Gives users a score based on the percentage of correct answers.
- Category – Sorts users into different personality types or product buckets based on their answers.
- Right/Wrong – Highlights correct and incorrect answers immediately after a user selects an option.
- Survey – Collects answers without assigning scores, points, or right/wrong feedback.
For a product quiz, let’s choose ‘Category.’ This evaluation type allows you to map specific answers to specific product recommendations.

Now, you can add your results by typing each one into the ‘Add a new category’ field and pressing ‘Enter.’
For example, for my skincare routine quiz, the results guide users to options like:
- A Hydration Starter Kit
- An Acne Control Set
- Anti-Aging Essentials
Then, you can leave the feedback option set to ‘Don’t display feedback’ and click ‘Save.’

This will redirect you back to the Thrive Quiz Builder dashboard.
Next, click ‘Choose a Quiz Style’ to set the look and feel of your quiz.

Thrive Quiz Builder comes with a range of ready-made templates to help you create a visually appealing quiz.
You can pick a design that matches your brand and click ‘Choose Style.’

Step 3: Add Your Product Quiz Questions
Now it’s time to build your quiz.
You can start with 3–5 simple multiple-choice questions. This keeps the quiz quick and engaging, so more people finish it and reach your product recommendations.
To start, click the ‘Manage’ button in the Question section.

This will open the quiz manager.
From here, you can click the ‘Add Question’ button.

Now, add your first question in the ‘Question text’ field and the first option in the ‘Answer’ field. To add more options, just click ‘New Answer’ at the bottom of the popup.
For each answer choice, make sure to assign it to one of your categories. This ensures users are matched with the right result based on their responses.

Simply repeat this process to add the rest of your questions.
Once you’ve added all your questions, connect them in the question manager by clicking and dragging from one question to the next.
This step is important because it defines the flow of your quiz. Without these connections, users won’t move from one question to another, and your quiz won’t work as expected.

You can also use branching logic to guide quiz takers down different paths based on their answers. This lets you show follow-up questions that help refine their results.
To set this up, click the ‘Add Question’ button in the quiz manager to add a follow-up question. Once added, don’t forget to map it to the appropriate category.

🧑💻 Pro Tip: You can map options to different categories if your user has overlapping concerns. This helps refine results, but it also makes the quiz logic more complex.
After that, connect the dots under each answer to the next question you want users to see. Also, make sure your follow-up questions are also connected to the next step in your quiz.
Here’s how I branched my quiz:

When everything looks good, click ‘Save and Exit.’
Step 4: Configure the Opt-In Gate
The opt-in gate is what makes Thrive Quiz Builder stand out for list building.
An opt-in gate usually converts very well. Since visitors have already invested time answering questions, they are curious to see their results, making them more likely to provide their email address.
🧑💻 Pro Tip: You can choose to make this email field required or optional. Making it optional might collect slightly fewer emails, but it builds incredible brand trust by not forcing users into a newsletter just to see a result.
To turn it on, click ‘+ Opt-in Gate’ in the Quiz Structure section.

Once it’s enabled, Thrive automatically inserts an email capture step into the quiz flow right after the last question and just before the results page.
You can click ‘Manage’ to open its customization options.

On the next screen, you’ll see a premade optin gate.
Go ahead and click on the default name to edit it.

Once that’s done, click the pencil icon to open the editor and start customizing your opt-in form.
Here’s where you can find it:

In the opt-in gate editor, you can:
- Add elements – like images, CTA buttons, social share, WooCommerce blocks, and more.
- Change the template – choose from the available templates based on the style you chose.
- Configure settings – like adding custom CSS and HTML.
Be careful not to keep the placeholder copy in. You can click on the text element to edit it.

In this editor, you can also add a connection for an email newsletter setup.
To do this, you can click the email capture block to open the configuration panel on the left and click ‘Add Connection.’ Then, you will need to choose your email marketing service and follow the prompts to connect your account.

If you’re not using an email marketing service, like ActiveCampaign or SendGrid, then you have two connection options to choose from:
- Email – This simply sends a notification to your WordPress admin email whenever someone completes the quiz.
- WordPress account – This automatically registers a WordPress user account for the person taking the quiz, saving their details directly in your site’s database.
For this tutorial, let’s choose ‘WordPress account.’
Next, you can assign a user role, like Subscriber. This allows you to safely store their contact information without giving them admin access to your site.

Don’t forget to click the ‘Apply’ button to finish configuring.
As you explore this panel, you’ll find a ‘Spam Prevention’ option. Enabling this lets you protect your email list from fake signups and bot submissions.
The good news is that Thrive has its built-in spam protection, so you don’t need a separate account for that. Go ahead and click on it to select it.

If everything looks good for you, click the ‘Save Work’ button at the bottom left corner, so you don’t lose your progress.
Step 5: Set Up the Quiz Results Page
Now that your questions and opt-in gate are set up, it’s time to send users to the right results page.
In the quiz structure, choose the ‘URL Redirect’ option for the results page.

This lets you direct quiz takers to a specific page based on their result—like a product or sales page.
You’ll then see a screen where you can assign a URL to each quiz outcome:
- If your pages are on your WordPress site, select ‘Redirect to content on the site’ and search for the page you want to use.
- If your pages are hosted elsewhere, simply paste the full URL for each one.
Make sure every category has a corresponding page set up so all users are redirected correctly. Here’s what you see on your screen:

Thrive Quiz Builder will automatically save your updates, so you’re safe to go back to the previous page.
Step 5 (Alternative): Create a Results Page with a Social Share Badge
📌 Important: This option is a bit more limited. Since the canvas is smaller, you won’t have as much flexibility compared to creating your own results page, where you can add clear CTAs, tips, and product recommendations.
Because of this, social share badges work best for graded quizzes, where the focus is on sharing scores rather than recommending products.
You can also create a social share badge to encourage users to share their results. This adds an interactive element to your results page and can help drive more traffic to your quiz.
To build one, click the ‘Create a Social Share Badge’ box.

In the popup, choose a template to get started.
You’ll be able to fully customize it, so just pick one that’s close to what you need.

This will open the Thrive Visual Editor again.
Here, you can click to edit any elements. For example, you can edit the placeholder text and background to match your quiz.
🧑💻 Pro Tip: Whenever you add images, make sure they are compressed and optimized for the web. Large, heavy image files can slow down your site, which might cause visitors to leave before the quiz even loads.
For category quizzes, make sure to use the [tqb_quiz_result]dynamic tag.
A dynamic tag automatically pulls in each user’s quiz result, so the correct outcome is displayed in the badge without you needing to set it manually.

Once you’re done, click ‘Save & Exit’ to finish.
This will take you back to the Thrive Quiz Builder dashboard.
From here, you’ll need to add your social share badge to your results page. Go ahead and click ‘Results Page’ from the dropdown.

On the next screen, you can give your results page a name.
Click on the default name to update it.

Next, it’s time to customize your results page.
Click the pencil icon to open the editor.

This will take you back to the Thrive Visual Editor.
To apply your social share badge, click on ‘Change Template.’

On the popup that appears, select the ‘Results Social’ option.
This will let Thrive to pull your customized social share badge.

In the preview, you can see your social share badge embedded into the results page.
From here, you can adjust how it looks.
For example, you might want to change the copy or move around the social icons. Simply click on the elements to edit them, and you’ll find the customization options on the left-hand panel.

When you’re done, go ahead and click ‘Save Work.’
Step 6: Create a Splash Page for Your Product Quiz
To make your quiz more engaging, you can also add a splash page.
A splash page is the first screen users see before the quiz starts. It introduces your quiz and encourages people to participate, instead of dropping them straight into the first question.
To set this up, go back to your Quiz Structure and select the ‘+ Splash Page’ option.

This will add a new pre-quiz flow in your Quiz Structure section.
Let’s click ‘Manage.’

On the next screen, you can give your splash page a name.
Click on the default name to edit it.

Next, it’s time to customize your splash page.
Click the pencil icon to open the editor.

This will take you to the Thrive Visual Editor.
From here, you can add text, images, or even a video, along with a strong call-to-action to encourage users to start the quiz.
To add a background image, for example, expand the ‘Background’ option, click the image icon, choose your file, and click ‘Apply.’

Next, update the placeholder text to match your quiz.
You can also replace the font, add some styling, or highlight key text so it stands out better against the background.

When you’re done, click ‘Save Work.’
Step 7: Embed the Quiz on Your WordPress Site
Now it’s time to make your quiz live on your site.
To embed your quiz, you’ll need to copy its shortcode and add it to a page using the Shortcode block in the WordPress editor.
Simply copy the shortcode from your Thrive Quiz Builder dashboard.

📝 Note: If you’re using Thrive Theme Builder, you can also add the quiz directly as a Thrive element without using a shortcode.
Next, create a new page in WordPress (or open an existing one where you want the quiz to appear).
In the block editor, click the ‘+’ button to add a ‘Shortcode’ block.

Then, paste your quiz shortcode into the block.
Once the quiz is embedded, preview the page to make sure everything is working as expected.

In the preview tab, you can fill out your form as a quiz taker would.
Check that your questions load properly and the opt-in gate appears at the right step. You might also want to try entering a typo in your email capture form to see if validation works.

Once you hit submit, confirm that the ‘URL Redirect’ displays the correct result.
Here’s what I got for my first test run:

And if you have ‘Results Page’ enabled for your redirect, check that as well.
Here’s what you might see on your screen:

Other than that, check if contacts are being assigned to the ‘Subsciber’ role on your user lists.
Go to Users » All Users in your WordPress admin area to confirm they were successfully added to your database.
If you ever notice spam or bot submissions slipping through, then you can easily remove them by hovering over their username and clicking ‘Delete’.

When everything looks good, click the ‘Publish’ button.
Now, you can check your website, to see how it looks like in action:

And that’s it—you’ve successfully created and embedded a product quiz using Thrive Quiz Builder.
FAQs About How to Build a Product Quiz in WordPress
Still have a few questions? Here are some quick answers to help you get started:
Do I need coding skills to set up a product quiz in WordPress?
Nope. Tools like WPForms and Thrive Quiz Builder are beginner-friendly and work with visual builders, so you don’t need any coding at all.
Which method is better for a WooCommerce store — WPForms or Thrive Quiz Builder?
It depends on your needs. WPForms is great if you want a simple quiz that also collects leads and works like a form. Thrive Quiz Builder is better if you want more advanced quiz funnels and detailed branching logic.
Can I embed the quiz on any WordPress page?
Yes. You can add your quiz to any page or post using the block editor, or create a dedicated page for it.
Can I use a different email marketing service instead of Constant Contact?
Yes. If you’re planning to use WPForms, then the good news is that it supports all popular email marketing tools, so you can connect services like Brevo or others instead.
How many quiz outcomes can I create?
There’s no strict limit, but 3–5 outcomes usually work best. It keeps your quiz simple and makes the results feel more accurate.
More Guides for Using Quizzes in WordPress.
I hope this guide has helped you create a product quiz in WordPress.
Next, you might want to see our other helpful guides on:
- Best Quiz Plugins for WordPress
- How to Easily Create a Quiz in WordPress
- How to Make an Online Quiz Website (Step-by-Step)
- How to Improve User Experience in WordPress
- How to Track User Journey on WordPress Lead Forms
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 Build a Product Quiz in WordPress That Recommends & Converts first appeared on WPBeginner.
Gutenberg Times: WordCamp Asia, Block Themes, AI in WordPress, WooCommerce 10.7– Weekend Edition 363
Hi there,
I am just back from my fourth WordCamp Asia and it was again fantastic! I also enjoyed Mumbai as a city to visit. The energy in the streets, the kindness of the people, the historic sites of many cultures and the deliciousness of the food. It was all an adventure!
Huge Kudos to all the people who put together a phenomenal WordCamp. It’s a lot of work, and it takes dedication, perseverance and an incredible amount of details to bring it all together for ca 2300 people to have a good time. And I am excited for next year to revisit India for the first WordCamp India as a fourth flagship event.
The angels behind the scenes already uploaded all 48 session videos to YouTube to the WordCamp Asia 2026 playlist on the WordPress channel.

And just in time for this Weekend Edition, WordCamp Europe announced their schedule, with two tracks for talks and two for workshops. In a few weeks, on June 4-6, 2026, roughly 1500 people will descend on Krakow, Poland. Will you be there?
If you would rather not get across the pond, there are a few WordCamps on the calendar in the US, too:
- WordCamp Santa Clarita, May 15-16, 2026
- WordCamp US, August 16-19, 2026
- WordCamp NYC is in early planning stage
A full list of all planned WordCamps in various stages is available at WordCamp.org
What else is in this Weekend Edition? AI in WordPress, block theme and plugin updates and more…
Have fun!
Yours, 
Birgit
Developing Gutenberg and WordPress
Miguel Fonseca recaps what’s new in Gutenberg 22.9, a focused release across 131 merged PRs. The headline addition is background gradient support for the Group block, letting you layer gradients over background images for the first time. The command palette gains organized sections for recent commands and contextual suggestions — experimental, opt-in via Gutenberg Experiments. Real-time collaboration gets stability fixes: block notes now sync without a page refresh, and the stuck “Join” button in the post list is resolved.
The latest episode is Gutenberg Changelog #129 Artificial Intelligence, WordPress 7.0 and Gutenberg 22.8 with Beth Soderberg, of BeThink Studio

Anne McCarthy introduces the Twenty Twenty-Seven team: Henrique Iamarino leads design, with Maggie Cabrera and Carolina Nymark as co-lead developers. The standout addition is Juanfra Aldasoro stepping into a newly created lead mentor role — a deliberate move to make theme contribution more structured and welcoming for newer contributors. Starting earlier than previous default theme cycles gives the team room to be more intentional: the goal isn’t just a great theme, but growing the number of people who feel capable of contributing to WordPress theme work at all.
WordPress 7.0
The release date is still pending. An update is expected on or before April 22, 2026, next week. Stay tuned.
Benjamin Zekavica, previous Core team rep, offers a practical pre-flight checklist to prepare your plugins and sites for WordPress 7.0: if your plugins still use metaboxes, real-time collaboration will silently break for your users — migration time is now. PHP 7.2 and 7.3 are gone, MySQL minimum jumps to 8.0, and API keys in the new Connectors screen sit unencrypted in wp_options until Trac #64789 lands, so use environment variables instead. The iframed editor isn’t enforced in 7.0 core yet, but test your v2 blocks in the Gutenberg plugin today.
Core AI team member Darin Kotter cuts through the noise in WP 7.0 + AI: WordPress 7.0 ships AI infrastructure, not AI features. Your site won’t suddenly start firing off AI requests when you update. What lands in core are the provider-agnostic AI Client PHP API, the new Connectors API for managing external service authentication, and client-side enhancements to the Abilities API. Actual AI providers, features, and MCP integration all arrive via separate plugins — your choice, your setup.
Nevertheless, Depak Gupta,freelance developer from Mumbai and contributor on the Core AI team, published a plugin to Turn of all AI Features via the Settings > General page or via command line.
Plugins, Themes, and Tools for #nocode site builders and owners
Jamie Marsland poses an interesting question in The future of WordPress after blocks: what if the builder isn’t human? He suggests that blocks were made for people—easy to understand but difficult for AI to interpret. He envisions a future where meaning is more important than layout, editing becomes conversations, and WordPress transforms from a site builder to a content operating system.
Shani Banerjee highlights the new features in WooCommerce 10.7, mainly focusing on performance boosts: improvements on the high-performance order storage (HPOS) reduce the number of database queries by 51%, and using object cache significantly cuts down checkout query counts. There are also updated analytics export filters that accurately reflect currency for background jobs, a new beta PHP API for handling orders, fixes for the Cart and Checkout blocks, better contrast for accessibility, and increased security for order notes in the REST API and AJAX handlers. Banerjee has all the salient details for you.
Speaking of WooCommerce, Wes Theron walks you through the new course, Build your store with WooCommerce on WordPress.com. It’s free and beginner-friendly. You’ll learn everything you need to launch and manage an online store. In about an hour of bite-size video lessons, you’ll work through products, payments, shipping, taxes, and order management at your own pace, ending with a fully functional store and the confidence to run it day to day.
Derek Hanson‘s Cover Block Parallax Style v1.2.0 is more bug-fix than feature release. The most visible fix: the editor and frontend were using different default speeds, so what you previewed wasn’t what visitors saw. Two mobile-handling bugs got squashed — the original global viewport check meant parallax would never initialize after resizing from mobile to desktop. The main new feature is a per-block “Disable on mobile” toggle, replacing the blunt all-or-nothing approach. Background oversizing also bumped from 130% to 140%, matching what production parallax libraries use.
Elliott Richmond continues his WordPress.com series with Design Your WordPress Homepage with Twenty Twenty-Five, switching to the core theme he contributed to and building a hero section, call to action, and quick links grid — properly, using blocks the way they were designed. In 12 minutes you’ll learn how Groups, Covers, Grids, Global Styles, and Patterns fit together, and why understanding what’s happening under the hood makes all the difference to your layouts.
Theme Development for Full Site Editing and Blocks
At WordCamp Asia 2026 in Mumbai, I ran a block theme development workshop and whether you were there or couldn’t get a seat, the full workshop bundle is now on GitHub — everything you need to build Concrete & Light, a portfolio theme, entirely through the Site Editor. Three guided exercises walk you through styling headers and footers, setting global element styles, and creating dynamic page and archive templates. You can be up and running in minutes via WordPress Studio, the Studio CLI, or directly in WordPress Playground.

Jonathan Bossenger documents how he built a custom WordPress block theme using Claude and MCP tools — no CLI, no code editor, just conversation. WordPress.com MCP tools let Claude audit his live site directly; WordPress Studio MCP tools wrote the theme files into his local environment. The key lesson: AI got him 80% there fast, but converting Claude’s raw HTML output into proper editable block markup still required a human in the loop — and Claude Code to help get it done.

Yann Collet, founder of Twentig, has launched Twentig One, a new free WordPress block theme built for the site editor. Lightweight and flexible, it offers templates, post formats, color presets, font pairings, and fluid spacing out of the box. Four starter sites — Business, Portfolio, Blog, and Personal — get you up and running quickly, with more on the way.
Building Blocks and Tools for the Block editor.
Eric Karkovack walks you through using the Remote Data Blocks plugin to pull Google Sheets data into WordPress, step by step. The plugin connects to Airtable, Shopify, and Google Sheets out of the box, with HTTP support for other sources. Most of the setup time goes into Google Cloud Platform — creating a project, enabling APIs, and generating JSON credentials. Once connected, your spreadsheet data renders via a block and a customizable pattern directly in the editor.
Varun Dubey shares a hard-won lesson in CLAUDE.md for WordPress Developers: Why Layered Knowledge Beats a Bigger File: when your instructions file hits 400 lines, more rules aren’t the fix. His solution is four distinct layers — rules in CLAUDE.md, facts in memory, procedures in skills, and capabilities in MCP servers — each loaded only when relevant. For WordPress developers already running Claude Code and feeling the weight of their own instructions pile up, this is the cleanup framework you didn’t know you needed.
AI and WordPress
Jeffrey Paul announces two quick releases of the WordPress AI plugin. Version 0.6.0 marked a shift toward connected publishing workflows — image editing and refinement landed as a full Feature, and the plugin was renamed from “AI Experiments” to simply “AI.” Now 0.7.0 is out, expanding editorial workflows further: Content Classification suggests categories and tags from your post content, Meta Description Generation handles SEO descriptions without leaving the editor, and bulk alt text generation lets you process your entire Media Library at once. Your next stop is 0.8.0, where Content Provenance tracking via C2PA and a “Refine from Notes” experiment are already taking shape.
James LePage, co-team rep of WordPress Core AI and head of AI at Automattic, catalogs what the community is building on top of the WordPress AI infrastructure ahead of 7.0. The volume is the point: ten community AI provider plugins, 70+ plugins adopting the Abilities API covering hundreds of millions of installs, dozens of MCP server implementations, fourteen agent skills, and tutorials in Japanese, German, Spanish, Portuguese, and Russian. WooCommerce, ACF, Ninja Forms, GravityKit, Yoast, and WP Engine are all in. None of it was dictated from the top — the community decided the building blocks were worth using. The post has about 180+ distinct resources and links. And LePage himself admits it’s not exhaustive.
JuanMa Garrido shares hard-won lessons in Using local AI models with WordPress 7.0: what I learned connecting Ollama — the kind the official docs skip. The biggest gotcha: call wp_ai_client_prompt() at init priority 25 or later, not the default 10, or authentication won’t be wired up yet and you’ll get a silent “No models found.” He also covers how to allowlist localhost requests (blocked by WordPress’s SSRF protection by default), register fallback auth for keyless local providers, and use is_supported_for_text_generation() as a pre-flight check before committing to an API call.
Gary Pendergast brings his AI writing experiment directly into the block editor with Claudaborative Editing 0.4. The new WordPress plugin — available on GitHub now, pending directory approval — adds a sidebar menu with Compose, Proofread, Review, Edit, and Translate modes, plus a pre-publish panel that suggests tags, categories, and excerpts. You control how much the LLM does: it can fix things outright or just leave notes for you to act on. Gary uses it mainly for planning — to organize his thoughts before writing, not to write for him.
What’s new in Playground?
Fellyph Cintra announces a new blueprint agent skill that teaches your coding agent to write valid WordPress Playground Blueprints from natural language prompts. Install it with one npx command and your agent gains a structured reference covering every Blueprint property, resource type, step sequence, and common pitfalls — so it stops guessing property names or forgetting require '/wordpress/wp-load.php' in runPHP steps. It works with Claude Code, Gemini CLI, Cursor, Copilot, and Codex.
Questions? Suggestions? Ideas?
Don’t hesitate to send them via email or
Send me a message on WordPress Slack or Twitter @bph.
For questions to be answered on the Gutenberg Changelog,
send them to changelog@gutenbergtimes.com
