Installing a WordPress plugin is a straightforward process, but it’s essential to understand each step to ensure the plugin is installed correctly and functions as intended. This guide will help you install any WordPress plugin. Whilst this post is aimed at helping you install Plugins from Toolsforthinking, the information is applicable to all WordPress plugins.
Here’s a detailed step-by-step guide to the installation process.
1. Pre-Installation Preparation
Before installing a plugin, there are a few things to consider:
- Backup Your Website: Even though I’m pretty sure that Toolsforthinking Plugins won’t cause any major issues, it’s always a good idea to back up your website before installing new plugins. This ensures that you can restore your site if something goes wrong.
- Check Compatibility: Ensure the plugin is compatible with your version of WordPress and with other plugins and themes you’re using. You can check this on the plugin’s WordPress repository page or the developer’s site. All Toolsforthinking Plugins are tested against the most recent versions of WordPress.
2. Installing a Plugin from the WordPress Plugin Repository
a. Log in to Your WordPress Dashboard
- Navigate to
https://yourdomain.com/wp-admin
and log in with your credentials.
b. Access the Plugin Installation Area
- In the left-hand sidebar, hover over
Plugins
and then clickAdd New
.
c. Search for the Plugin
- Use the search bar on the right to type the name of the plugin you’re looking for, or keywords related to its functionality.
d. Install the Plugin
- Once you’ve found the desired plugin, click the
Install Now
button.
e. Activate the Plugin
- After the installation is complete, the
Install Now
button will change toActivate
. ClickActivate
to enable the plugin on your website.
3. Installing a Plugin from Toolsforthinking
For premium or custom plugins that aren’t in the WordPress repository, you’ll need to upload the plugin file manually.
a. Download the Plugin File
- Ensure you have the plugin file in a
.zip
format downloaded from a reliable source.
b. Log in to Your WordPress Dashboard
- Navigate to
https://yourdomain.com/wp-admin
and log in with your credentials.
c. Access the Plugin Installation Area
- In the left-hand sidebar, hover over
Plugins
and then clickAdd New
.
d. Upload the Plugin
- Click the
Upload Plugin
button at the top of the page. This will open a file upload interface. - Click
Choose File
, select the.zip
file you downloaded, and then clickInstall Now
.
The commonest errors that you might experience during the Upload process are as follows:
- Insufficient room on your server – highly unlikely these days but worth considering.
- Incorrect permissions on the wp-content and plugins folder. See what the permissions should be here. https://developer.wordpress.org/advanced-administration/server/file-permissions/#permission-scheme-for-wordpress
- A limitation on the file size that can be uploaded. This setting may have been set by your hosting company. Again, unlikely but worth checking if all else fails.
e. Activate the Plugin
- Once the installation completes, click
Activate Plugin
to enable it on your website.
4. Configuring the Plugin
Once the plugin is activated, it may require configuration:
- Locate the Plugin Settings:
- The plugin’s settings can usually be found under
Settings
,Tools
, or its own menu item in the WordPress dashboard sidebar. On a Toolsforthinking Plugin the configuration settings will be under the ‘Toolsforthinking’ menu entry in most cases. Where this isn’t the case, there will be instructions on the Plugin page.
- The plugin’s settings can usually be found under
- Follow the Setup Wizard (if available):
- Some plugins come with a setup wizard to guide you through initial configuration.
- Manual Configuration:
- If there is no setup wizard, you’ll need to configure the plugin manually. Refer to the plugin’s documentation for guidance on specific settings.
5. Testing the Plugin
After configuration, test the plugin to ensure it’s working as expected:
- Check Functionality: Use the features provided by the plugin and ensure they function correctly on your website.
- Check Site Performance: Ensure that the plugin doesn’t slow down your website or cause any errors.
- Check Compatibility: Verify that the plugin works well with your theme and other installed plugins.
6. Updating Plugins
Toolsforthinking updates plugins when required to add new functionality or deal with changes in the way in which WordPress is written or does things. Updates will be listed on the Plugin page for you to download when available, and you will also receive an email when significant updates to Premium plugins are released.
- Check for Updates: Go to the
Plugins
section in the WordPress dashboard to see if any of your plugins need updates. - Update Safely: Click the
Update Now
button next to the plugin. Consider updating plugins one at a time and checking your site after each update to catch potential issues early.
7. Troubleshooting
If you encounter issues:
- Deactivate the Plugin: If the plugin causes issues, deactivate it from the
Plugins
section of your dashboard. - Consult Documentation: Review the plugin’s documentation or support forums for troubleshooting tips. Plugins from Toolsforthinking have comprehensive installation and configuration notes on the Plugin page.
- Contact Support: If the issue persists, contact the support team for the Plugin. For support with Toolsforthinking Plugins use the Contact page.
8. Uninstalling a Plugin
If you no longer need a plugin or it causes issues:
- Deactivate the Plugin: First, deactivate the plugin from the
Plugins
section of your dashboard. - Delete the Plugin: Once deactivated, click the
Delete
link below the plugin’s name to remove it from your site. Toolsforthinking Plugins will offer you the opportunity of deleting any data created by the Plugin, such as configuration data or data generated during the running of the plugin. If you choose to delete this data, there is no way of recovering it later.
If you don’t delete the data, then re-installing the Plugin at a later date will allow you to access the data.