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
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
શીતલને તેના પોતાના અવાજમાં તેનો નિબંધ વાંચતા સાંભળો!
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.
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
शीतल को अपना निबंध अपनी ही आवाज़ में पढ़ते हुए सुनें!
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।
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.
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.
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
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).
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:
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.
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.
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.
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.
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.
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.
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.
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.
📍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.
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.
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.
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.
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.
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.
📍 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.
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.
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:
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.
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 02142
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.
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:
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.”
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.
🎖️ 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
📌 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.’
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:
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.
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.
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.
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.
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:
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:
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.
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 v1.2.0is 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.
“Keeping up with Gutenberg – Index 2025” A chronological list of the WordPress Make Blog posts from various teams involved in Gutenberg development: Design, Theme Review Team, Core Editor, Core JS, Core CSS, Test, and Meta team from Jan. 2024 on. Updated by yours truly.
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 Blueprintsfrom 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.
Now also available via WordPress Playground. There is no need for a test site locally or on a server. Have you been using it? Email me with your experience.
Questions? Suggestions? Ideas? Don’t hesitate to send them via email or Send me a message on WordPress Slack or Twitter @bph.
Have you ever wondered how many sales you lose because shoppers aren’t sure if an item will actually fit them?
When buying clothes or shoes online, a customer’s biggest worry is getting the right size. This uncertainty often leads to them closing the tab and looking for a store that provides clearer information, resulting in abandoned carts and lost sales for you.
I understand how frustrating it is to lose potential customers just because of sizing doubts. That’s why I’ve helped many store owners set up clear size guides on their product pages, which removes this doubt and gives customers the confidence to click ‘Add to Cart’.
In this guide, I’ll show you how to easily add a size chart to your WooCommerce store using three proven methods. By the end, you’ll have a system in place that reduces returns, boosts sales, and keeps your customers happy.
TL;DR: There are multiple ways to add a size chart to WooCommerce. If you are on a tight budget, you can use the free WPC Product Size Chart plugin. If you want to save time by importing pre-made sizing templates, I recommend Advanced Product Size Charts Pro. You can also use SeedProd to custom-design your product page layouts.
Why Add a Size Chart to Your WooCommerce Store?
The biggest reason for high return rates in online stores is often incorrect sizing. When a customer receives an item that doesn’t fit, it leads to a frustrating experience for them and extra shipping costs for you.
By adding a clear size guide, you make sure your shoppers have all the information they need before they buy. This builds trust and helps people feel more confident about clicking the ‘Add to Cart’ button.
Beyond reducing returns, a professional size chart offers several technical benefits for your store:
Higher Conversion Rates: Shoppers are much more likely to complete a purchase when they aren’t worried about the fit.
Fewer Support Tickets: You won’t have to spend as much time answering emails from customers asking for specific measurements.
Better Mobile Experience: Using a popup chart means mobile users can quickly check sizes without leaving the product page.
Improved SEO: Detailed product information like measurements can help your store show up for more specific search queries.
Taking a few minutes to add a size chart is one of the easiest ways to build trust with your shoppers and protect your bottom line.
With that in mind, let’s look at the best ways to set this up on your site without writing any code.
Which Method is Right for You?
There are a few different ways to add sizing guides to your store, depending on your budget and how much design control you want. You can use the quick links below to jump to the method that best fits your needs:
Method 1: Use a Free Plugin (Best for Tight Budgets) – I will use the free WPC Product Size Chart plugin. This is the best option if you need a simple, functional size table and want to use the standard WordPress editor to build it.
Method 2: Use a Premium Plugin (Best for Growing Stores) – I will use Advanced Product Size Charts Pro. This is the best choice if you want access to pre-made templates and advanced rules for assigning charts to hundreds of products at once.
Before you begin any of these methods, make sure you have an active WooCommerce store with at least a few products already added.
If you haven’t set this up yet, you can follow my step-by-step guide on WooCommerce Made Simple.
Method 1: Add a Size Chart Using a Free Plugin
If you are looking for a reliable, free way to add sizing tables, I recommend the WPC Product Size Chart for WooCommerce plugin. It is incredibly lightweight and very beginner-friendly.
Once activated, go to Size Charts » Add New in your WordPress admin dashboard to create your first guide.
First, give your size chart a descriptive title (like ‘Women’s Shoe Sizing’).
Next, scroll down to the ‘Configuration’ box.
If your manufacturer gave you a sizing guide as a JPEG or PNG image, you can click the ‘Add Media’ button inside the ‘Above Text’ or ‘Under Text’ areas to upload your picture directly to the chart.
However, keep in mind that building a text-based table using the plugin’s grid is usually better for mobile shoppers, as it will automatically resize to fit smaller screens without making them pinch and zoom.
If you prefer to type out your measurements, look for the ‘Chart Table’ section right in the middle.
Here, you can add rows and columns to build your layout, and then click inside the fields to type in your sizing data.
Finally, you need to tell the plugin where to display this chart. Look for the ‘Apply’ dropdown at the top of the Configuration box.
I highly recommend assigning your chart to specific product categories here so it shows up automatically, which will save you a ton of time.
If you select ‘None’ from this dropdown, you will have to manually edit each individual WooCommerce product and assign the chart using the new ‘Size Charts’ tab located in the Product Data box.
When you are finished, click the ‘Publish’ button at the top of the screen.
The plugin will automatically add a ‘Size Chart’ button to your designated products. When customers click this button, your measurement guide will open in a clean, informative popup.
Method 2: Add a Size Chart Using a Premium Plugin
While building tables manually works well for a few items, larger stores often need a faster workflow.
For advanced features like pre-made templates, and clean popup displays, I recommend using the premium Advanced Product Size Charts Pro plugin.
First, you need to purchase, install, and activate the Pro plugin. If you need help, see our guide on how to install a WordPress plugin.
Once the Pro version is active, navigate to Size Chart » All Size Charts in your WordPress admin dashboard.
You will see a list of roughly 10 pre-made charts (like ‘Men’s T-Shirt’ and ‘Women’s Shoes’). These are your ready-made templates.
Instead of starting from scratch, find the template that closely matches your product type.
Hover over the title and click the ‘Edit’ link. This opens the chart editor with all the measurement data already populated.
Scroll down to the ‘Chart Table’ section, where you will see the measurement grid.
To Edit: Double-click any cell to change the numbers or text to match your inventory.
To Expand: Use the (+) buttons at the end of rows or columns to add new sizes (like XXL) or new measurement types (like ‘Sleeve Length’).
To Clean Up: Click the ‘Trash’ icon on any unused rows to ensure they don’t show up as awkward blank spaces on your live site.
Expert Tip: When customizing your chart, make sure to delete any empty rows using the trash icon. Leaving blank rows in the editor often results in awkward blank spaces on your live product page, confusing shoppers.
Next, scroll down to the ‘Size Chart Settings’ section near the top of the page.
For the Size Chart Position, choose ‘Modal Popup’. This is the most popular professional choice.
You can now use the ‘Size Chart Link Title’ field to change the actual button text (such as ‘View Fit Guide’).
You can also use the ‘Popup Icon’ dropdown to add a visual cue next to your link, and adjust the ‘Chart Table Font Size’ to ensure the text is easy to read on all devices.
Finally, you need to tell WooCommerce which products should display this specific chart.
Look at the right side of your screen, where you will see dedicated meta boxes for Assign Category, Assign Tag, Assign Attributes, and Assign Product.
To save time, simply check the relevant boxes in the ‘Assign Category’ meta box (like ‘Shirts’ or ‘Shoes’). This automatically applies the chart to every item in that category.
If you have a unique item that fits differently than the rest of your inventory, you can use the ‘Assign Product’ box to apply the chart to just that one specific item.
When you are happy with how everything is set up, click the ‘Update’ or ‘Publish’ button on the right side of the screen. Your size chart is now live.
I highly recommend opening one of your product pages in a new tab to verify that the button appears in the right spot and the popup looks correct on both desktop and mobile.
Method 3: Add a Size Chart Using a Page Builder
If you want complete control over exactly where your size guide appears and how your entire product page looks, I highly recommend using the SeedProd Website Builder.
Using SeedProd will replace your current WordPress theme, so this method is best if you want to redesign your entire online store from the ground up.
This allows you to place your size chart exactly where it will convert best, like right under the price or inside a custom product tab.
Using SeedProd gives you the freedom to build a truly unique shopping experience.
Note: You will need a SeedProd Elite license to access the specific WooCommerce blocks and Website Builder features required for this method.
First, you need to install and activate the SeedProd plugin.
If you need help, see our guide on how to install a WordPress plugin. And since you purchased an Elite license, don’t forget to activate your license key on the SeedProd » Settings page.
Next, go to SeedProd » Website Builder in your WordPress admin dashboard.
Note: You can ignore the ‘AI Theme Builder‘ menu for this tutorial, as we want the manual controls found here.
To create your size chart layout, click the ‘Add New Template’ button under the ‘Quick Actions’ section.
In the popup that appears, give your template a descriptive name (like ‘Single Product Custom’).
Then, from the ‘Type’ dropdown, select ‘Single Product’.
Next, you need to set your ‘Conditions’.
By default, SeedProd automatically sets this to ‘Include’ and ‘Product Post Type’. This means your new layout will show up on every single product in your store.
If that is what you want, simply click the ‘Save’ button.
However, if you only want this specific size chart to appear on certain items, you can easily change this.
You need to click the dropdown menu, scroll down to the ‘WooCommerce’ section, and select ‘Product Category’.
You will need to carefully type the exact name or slug of your category (like ‘shirts’ or ‘shoes’) into the text box, and then click ‘Create Template’.
SeedProd will now open its visual drag-and-drop editor. On the left side of your screen, you will see a section for your WooCommerce blocks.
You can drag and drop essential blocks like the Product Image, Product Title, Product Price, and Add to Cart button directly onto your canvas to build your layout.
To add your sizing guide, you have three professional options to choose from:
The Image Block: Drag an ‘Image’ block directly under the price and upload your size guide graphic.
The Product Data Tabs Block: Drag this block into your layout. In the settings, add a new tab, rename it ‘Size Guide’, and type or paste your measurement table into the content area.
The Accordion Block: Drag an ‘Accordion’ block and label it ‘Check Your Size’. This keeps the page clean and only shows the measurements when the customer clicks to expand it.
When you are happy with your custom product page design, click the ‘Save’ button in the top right corner of the editor.
Next, click the dropdown arrow next to the save button and select ‘Publish’.
Finally, exit back to the SeedProd » Website Builder dashboard.
When you are ready, you must toggle the ‘Enable SeedProd Theme’ switch to ‘ON’ at the top of the page. If you skip this step, your custom design will not show up on your live store.
Important: Because this setting replaces your active WordPress theme with SeedProd, please ensure you have also created your ‘Header’ and ‘Footer’ templates in the Website Builder. If you don’t, your live site may lose its navigation menu!
Build Social Proof: To show real-time “hot streak” notifications of recent purchases, I recommend using TrustPulse. This builds even more confidence alongside your size chart. You can see how to set it up in my guide on how to use FOMO on your WordPress site.
I’ve helped many store owners set up their measurement guides. Here are some of the most common questions I get about adding a size chart in WooCommerce.
1. How do I add a size chart in WooCommerce for free?
You can add a size chart for free by using the WPC Product Size Chart plugin. It includes a straightforward table builder and lets you easily use the ‘Add Media’ button to upload sizing images to your product pages for free.
2. Can I show a different WooCommerce size chart for each product category?
Yes, you can assign different charts to specific categories using both the free WPC Product Size Chart plugin and the Advanced Product Size Charts Pro plugin. This allows you to have one guide for your ‘T-Shirts’ category and a completely different one for ‘Shoes.’
3. Will a size chart plugin slow down my WooCommerce site?
No, well-coded size chart tools are very lightweight. I’ve found that they only load the necessary scripts when a user views the product or clicks the popup button, so it won’t hurt your WooCommerce page loading speed.
4. Does WooCommerce have a built-in size chart feature?
WooCommerce does not have a built-in size chart feature. While you can use WooCommerce product attributes to list measurements, using a dedicated tool like the plugins mentioned above is much better for creating a visual table that is easy for customers to read.
5. How do I upload a size chart image in WooCommerce?
If you already have a pre-made size chart saved as an image (like a JPEG or PNG) from your manufacturer, you don’t have to build a new table from scratch. You can use SeedProd to add an Image block directly to your product page layout, or you can use the ‘Add Media’ button inside the free WPC Product Size Chart configuration settings.
Just remember that static images can sometimes be hard to read on mobile phones. If you do upload an image, don’t forget to add Alt Text so search engines and visually impaired shoppers can still understand your sizing information.
6. What data should I include in my size charts?
For apparel, common measurements include bust, waist, hips, and inseam. For shoes, foot length is crucial. Always include both imperial (inches) and metric (cm) units if your audience is international. Consider adding a ‘How to Measure’ guide or diagrams to help customers get accurate readings.
7. How do size charts help reduce returns in my store?
Size charts clearly communicate product measurements, which helps customers choose the correct size the first time. This significantly reduces the chances of them receiving an item that doesn’t fit, which in turn lowers your return rates and saves you money on shipping and processing.
8. How do I add selectable sizes (like Small, Medium, Large) to my products?
There are two different ways to add functional sizes to your WooCommerce store, depending on what you want the customer to do:
To select a size for purchase: If you want to add a dropdown menu on your product page so a customer can choose ‘Medium’ before clicking Add to Cart, you need to use built-in WooCommerce product attributes and variations.
To browse the store by size: If you want an Amazon-style sidebar where customers can check a ‘Medium’ box to only see medium-sized items across your whole catalog, you need to use a product filter plugin like WPFilters.
This episode explores Podcasting 2.0, highlighting community-driven enhancements to RSS, the balance of distribution platforms, and evolving podcast formats.
It was great fun to conduct a Workshop at WordCamp Asia contributor day. Roughly 100 students were in the class and it was a great interactive session. I also know that there were quite a few of you who didn’t get to join us because there wasn’t enough room.
Birgit Pauli-Haack workshop on the block editor and full-site editing was a highlight of the entire event. Her depth of knowledge and infectious enthusiasm for the future of WordPress left me inspired and ready to dive deeper. – Kinjal Dwivedi
If you attended the Block Theme Development workshop at WordCamp Asia 2026 in Mumbai and want to revisit the exercises, or if you couldn’t make it but want to work through it on your own, the complete workshop bundle is available on GitHub. Everything you need to follow along is included:
the reference theme,
demo content with media,
step-by-step instructions to start your theme, and
a blueprint to set up a local site with WordPress Studio or with WordPress Playground.
You can get started within minutes.
If you have used the Site Editor to customize a theme but have not yet built one from scratch, this workshop is a great next step. The exercises stay entirely within the visual editor. By the end, you will have a working portfolio theme and a solid understanding of how template parts, patterns, global styles, and custom templates fit together. Using the Create Block theme plugin, you can save all your changes in the new theme files, export it and use it on other websites.
A quick primer before you start
Before jumping into the exercises, it is worth reviewing the workshop slide deck. If you are coming from classic WordPress themes, the mental model is different. A block theme replaces PHP template files with HTML templates built from block markup, and it replaces scattered CSS with a single theme.json file that defines your colors, typography, spacing, and layout in one place. Templates and template parts live in their own folders, and every piece of them is made of blocks.
The Site Editor is where it all comes together. It gives you a visual canvas for designing templates, setting global styles, and previewing changes in real time. Developers ship defaults through theme.json; site owners customize through the Site Editor. When a user makes a change in the editor, it takes precedence over the theme default. Understand that layering is key before you dive into the exercises.
What the workshop covers
The workshop walks you through building Concrete & Light, a block theme for a fictional heritage architecture studio based in Mumbai. Rather than starting from theory, you start from a working site with real content — five pages and three project posts — and progressively shape the design through the Site Editor.
Three guided exercises take you from basics to custom templates:
Exercise 1: Styling the Header. You install fonts (Jost and Playfair Display), set up a semantic color palette, configure typography presets, and transform the default header into a dark, minimal navigation bar with uppercase text and an accent border. This is where you get comfortable with global styles and template parts.
Exercise 2: Footer and Global Elements. You build a four-column footer with studio branding, page links, social channels, and addresses. Then you style headings, links, and buttons across the entire site to ensure design consistency. By the end, you understand how global element styles cascade through your theme.
Exercise 3: Page Templates. This is where it gets interesting. You create a Landing Page template with a full-viewport hero image, a 40% overlay, and a dynamically pulled page title — no hardcoded text. Then you build a Category Projects template with a three-column query loop grid, giving you hands-on experience with archive templates and dynamic content.
You use the visual tools WordPress provides and see the results immediately. The Create Block Theme plugin is pre-installed so you can export your modifications as a proper theme at any point.
Getting started on your own
You have three options for setting up your site:
A visual app, WordPress Studio can import the included blueprint and have your site ready in a couple of minutes.
Using the command line, the Studio CLI will do the same thing with a single command.
Instructions for installing WordPress Studio or using the Studio CLI for the workshop are also available.
Whichever route you choose, the blueprint automatically installs WordPress, activates the required plugins, imports all demo content and media, and configures the site settings.
Once your site is running, open the exercise instructions on GitHub and work through them at your own pace. The instructions include color references, specific block settings, and enough context that you should not get stuck even without a workshop facilitator in the room.
The full workshop bundle is on GitHub. Fork it, clone it, or just download the ZIP. And if you build something with it, we would love to hear about it.
If you have trouble or run into problems, email pauli@gutenbergtimes.com or ping me on WP Slack or create an issue or discussion on GitHub
Introduction
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Early Life and Education
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. Chemistry was my subject, but it was not my passion.
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Choosing Independence
Becoming a Contributor
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WordCamp Experiences in India
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The Dream of WordCamp Asia
Dream Became Reality
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What WordCamp Asia Gave Me
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