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Marketing Pipeline Check: How to Update WordPress and Test Your Lead Generation Forms

Losing Leads is Disheartening and Costly

Over the years, I’ve seen businesses lose hundreds of website leads. They simply didn’t know that some unnoticed website glitch was killing their conversions and revenue. But how could they? No one was paying attention.

Don’t let that be your business.

It’a crucial to update important website elements and to check lead forms. This basic maintenance will ensure your marketing pipeline is working, while minimizing security risks.

Yes, there are automated uptime monitors, as well as enterprise-grade conversion testing platforms, but neither is a substitute for simply visiting your own website and using it just as a customer would — that’s the most direct, most insightful, and least expensive solution to check funtionality.

Does something seem confusing, off-target, or dysfunctional? That’s exactly what your customers think too. So, fix it, or get it fixed.

How to Update the WordPress Core, Plugins, and Themes

  1. Sign-in to your WordPress dashboard (your-domain.com/wp-admin)
  2. In the left panel, click on the Updates link (the adjacent number shows how many updates are available).
  3. On the WordPress Updates page, look for any links that indicate an update is available.
  4. Click the links to update WordPress first, then the theme, then the plugins.
  5. When you’re done, the number adjacent to the Updates link in the left panel should disappear (indicating no updates are available).

If the Update WordPress link never appears, your site may be configured for automatic core updates. In that case, move on to the next step.

Do Not click the Re-install Now button, that’s only needed for special circumstances.

 

How to Check Your Forms

  1. Go to each of your forms, (contact page, popup, payment form, etc.) and fill them in with your own information.
  2. The form should submit without an error.
  3. What happens next depends on how the form is configured. As the user, you may get an email or text notification directly. That confirms external notifications are working. Internal recipients should get an email or text notification too. Make sure those notifications are going through. Who are the proper recipients? If you don’t know, check with your web developer.

How to Check Your Email Address

  1. Send an email to your primary public-facing email address.
  2. Confirm it goes through to the recipients. Who are the proper recipients? Again, check with your web developer.

Final Check

  1. Load your homepage, and check a couple of interior pages. Does everything look normal? If so, you’re most likely good to go.

That’s it. See you next month!

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