WordPress Themes: 14 Steps to Take Before Changing Theme

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This article provides you will over 14 things that you must do before changing them. They should work to avert unfortunate future happenings that proceedings run smoothly.

1. Backup Your Site

First of all, create backups of your site. By this, save a copy of your content, images, and settings. Backing up your site is necessary so that if you mess up anything during the change, you can restore everything to how it was before:

  • Backup Plugin: You can go with plugins like UpdraftPlus or BackWPup and create backups automatically. Just install those plugins and follow the steps.
  • Manual Backup: You can do the manual one by backing it up yourself via your web hosting service. Most web hosting services have backup options that let you do that. Another way is to download your WordPress files using FTP (File Transfer Protocol) and export your database using phpMyAdmin.

A backup simply helps you reset all this if something goes wrong after the change.

2. Theme Compatibility

Not all themes will work properly on different plugins. Before changing the theme, make sure that the new theme enhances the smooth running of the plugins you are using. The simple check is:

  • Go to the Theme Page: See if on the theme page they mention any of the plugins that it is compatible with.
  • Read Reviews: See what other users are saying about it in those reviews. If they mention many problems with the plugins that you are using, you should probably think again about other theme options.

Compatibility is important to avoid complications after the theme is changed.

3. Try on a Staging Site

A staging site is your website wherein you can safely run your changes for testing purposes. Here’s how to create a staging site: 

  • Use Your Hosting Provider: Many hosting services offer staging environments. Call up your hosting plan to see if this is available.
  • Staging Plugins: If your host doesn't have an option for staging, then you can use plugins like WP Staging or Duplicator.

Testing your new theme on a staging site allows you to see how it looks and functions without affecting your live website.

4. Note Your Current Settings

Before you switch themes, write down how your current theme is set. This helps you recreate the elements you like in the new theme. Here are several things to note:

  • Colors and Fonts: Write down the colors and fonts that you are using on your present theme. Use tools like ColorZilla to obtain color codes.
  • Layouts: Describe how your pages are arranged. Is your homepage a static page or a blog? Do you have sidebars? Where are your widgets?
  • Menus and Navigation: Take screenshots showing menus. Knowing how your users navigate will help you recreate the experience.

These notes will make it easy to set up your new theme.

5. Update WordPress and Plugins

Ensure that your WordPress and plugins updates are all complete and verified before switching themes. Here are reasons to do so:

  • Security: Updates usually fix security holes and bugs that keep your site secure.
  • Compatibility: Keeping WordPress and plugins current gives you the best chance of compatible with your new theme.

To update, go to your WordPress dashboard and look for updates in your "Dashboard" section and "Updates" section. Any updates should complete installation before the theme-changing process.

6. Get the Vision for the New Look Ready

Think about how you want your website to look with the new theme. Think about:

  • Design Inspiration: Look at websites similar to yours for design ideas. Note features you like, such as color schemes and layouts. 
  • A rough layout: If you're the type who loves to sketch, draw a quick layout for your new site. This helps visualize the placement of various items. 
  • Mark Which Features are Required: Decide what functions you want on your new theme. For example, do you want a gallery section or a contact form?

A clear discursive plan will guide theme selection to best suit you.

7. Test Responsiveness

A responsive theme works for any screen size; this keeps your site looking stunning on phones, tablets, and computers. You can test for responsiveness through the use of:

  • Online Tools: Use some tools such as Google Starting's Mobile-Friendly Testing Tool or Responsinator to see how your site looks on multiple devices.
  • Actual Devices: If possible, check out how the new theme works on real devices. View your staging site on various screen sizes for maximum appropriateness of display.

Responsive design is important since so many users access the web from mobile devices.

8. Review SEO Settings

Search Engine Optimization (SEO) is important for making your website visible through various search engines. Before changing your theme, make sure to examine your SEO settings:

  • SEO Plugins: In case you're using an SEO plugin like Yoast SEO or Rank Math, check whether or not these plugins will work with the new theme. You might want to check to see if any settings need to be changed afterwards.
  • Maintain URL Structure: Ensure that the new theme does not change your URL structure. Consistent URLs help keep the ranking in search engine results.
  • Check for SEO Issues: After you have changed the theme, use tools like Google Search Console to check on any potential SEO issues caused by the change.

Keeping SEO in mind helps to retain the visibility of your site through the switching of themes.

9. Test Loading Speed

A fast-loading website as it relates to user experience and SEO is critical here. This will give you the loading speed of the new theme:

  • Use Speed Test Tools: Tools such as GTmetrix or Google PageSpeed Insights will assist you in analyzing the loading speed of your staging site.
  • Check Theme Performance: Research how the new theme performs. Some themes are optimized for speed, whereas some may slow down your site.

Keep monitoring your site's loading speed after changing your theme to ensure it doesn't stack up too long.

10. Read Reviews

Before making the choice of a new theme, take some time to read reviews by other users. Here's how to do it effectively:

  • Theme Marketplaces: If you're availing of a premium theme, do check its listing on marketplaces-there is a ThemeForest or Elegant Themes. Look for user ratings and comments.
  • Forums and Communities: License through WordPress forums; look into various communities to analyze opinions on the theme.
  • Quality Support: Search for comments regarding the support team. Responsive support can allow you to get your issues solved quickly.

Reading the reviews will help you make a better choice and save you from choosing a theme that creates problems.

11. Customizations

Think about the customizations you're going to have to undergo after changing the theme. This can include:

  • Recreating Widgets: Some themes run upon the same widgets as your current theme. Make sure you get ready to set up alternatives or recreate any custom widgets.
  • Menu Adjustment: You will have to set up your menus again. Explore how the new theme handles menu locations.
  • Custom CSS: In case you added custom CSS into your old theme, you would need to transfer or adjust it yourself for the new one.

This planning will certainly assist you during adjusting the other times-after smoothness-moving into the modern theme.

12. Check Support Options

Before choosing a new theme, take some time and look at the support options offered by the theme developers. Here's what to consider:

  • Documentation: Document if the theme includes clear documentation so it becomes very handy and easy to install and customize the theme. 
  • Support Channels: There are various support channels that one can use at his/her disposal for seeking help. Forums, emails, and live chats are common reach-out means provided by some developers.
  • Response Time: Study how fast the support responds to queries. Prompt and competent support can save an enormous amount of your time and frustration.

Choosing the right theme with dedicated support will be a blessing in disguise if you encounter problems with the switch.

13. Create Attention Towards Your Users

When your visitors are regular, it can be great to present to them your intended upgrades. Consider these possible avenues:

  • Post on Your Blog: Create a blog post explaining the changes and why you are making them. This will give your audience an understanding as well as excitement about the renovation.
  • Use Social Media: Spread your news through your social media networks. Share previews or screenshots that can stir up excitement.
  • Email Notification: If you have an email list, consider sending a brief notification to your subscribers regarding the new theme.

Informing the audience enriches their experiences and contributes towards the continued cordiality you show to them.

14. Monitor Your Site After the Change

Once you have moved to your new theme, keep an eye on your website for glitches. Here are some things to check:

  • Check Functionality: Browse through all your site pages and features to ensure everything is in perfect order. Look for broken links, missing images, and layout problems.
  • Keep a Watchful Eye on User Feedback: Pay close attention to feedback from your visitors, as they may catch other errors that you missed or have good suggestions for improvements.
  • Use Analytics Tools: Keep in check your Site Analytics and look for changes in traffic, bounce rates, and user interaction after you switch.

By keeping an observant eye on your site, you can quickly solve any glitches and help your visitors with the transition.

Conclusion

Changing your WordPress theme will put revitalization into your website; however, taking some preparatory steps will ensure a smooth transition.According to these 14 steps will prepare you to minimize any potential problem. Each step, from backing up your site to monitoring performance after the change, is important to ensuring that your new theme enhances both aesthetics and functionality of your site.

The new theme must showcase your brand while captivating your visitors. Take your time and choose wisely; have fun revamping your website! 

 

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