Your complete guide and checklist for testing your client’s WordPress site

Your complete guide and checklist for testing your client’s WordPress site
Your complete guide and checklist for testing your client’s WordPress site

Your complete guide and checklist for testing your client’s WordPress site

Making sure a WordPress website runs smoothly and securely is super important before it goes live. It’s like giving the site a thorough check-up to catch any issues before visitors notice. This proactive approach ensures everything works as it should, making both visitors and clients happy.

In this article, we’ll walk you through the essential steps of website testing for your client’s WordPress site. We’ll also share useful tips and best practices to help you conduct successful tests.

Why testing a WordPress site before it goes live is important

Why testing a WordPress site before it goes live is important

Testing is crucial for WordPress sites development before they go live. It helps prevent issues that could cause crashes, especially during busy times.

Testing involves checking all features and plugins to ensure they work smoothly. Security is also vital to protect against cyber threats and keep sensitive information safe.

By testing thoroughly, developers can deliver reliable and secure websites to their clients.

Different types of testing for WordPress sites

Different types of testing for WordPress sites

Taking your time and being thorough during each test is vital. It helps prevent costly mistakes for you and your agency.

Testing a website thoroughly is essential for a successful launch and ensures every visitor has a positive experience on your client’s site.

1. Functional testing

Functional testing ensures all parts of a website work properly, including forms, links, and navigation. It’s vital for WordPress sites to catch errors and prevent crashes, ensuring a smooth user experience.

2. Performance testing

Performance testing evaluates how fast and robust your website is, measuring factors like page load times and response speed. It ensures your site can handle heavy traffic without slowing down, enhancing user experience and preventing crashes.

3. Security testing

Security testing is like having a vigilant guard for your website. It checks for weaknesses and prevents unauthorized access, keeping hackers at bay. By regularly conducting security checks, you safeguard your site and protect your visitors’ information, ensuring a safe online experience for everyone.

4. Accessibility testing

Accessibility testing ensures that everyone, regardless of disabilities, can use a website easily. It checks if the site follows standards like the Web Content Accessibility Guidelines (WCAG), which ensure inclusivity. By doing this testing, you ensure your website welcomes and serves all users, making it a friendly and accessible space for everyone.

5. Compatibility testing

Compatibility testing ensures your website works smoothly across different browsers, devices, and operating systems. This helps identify and fix any issues that users may encounter, ensuring a seamless experience regardless of their device or browser choice. It’s like ensuring your website fits perfectly for everyone.

6. User Acceptance testing

User Acceptance Testing (UAT) involves real users trying out your website to check its functionality, usability, and content. Their feedback helps identify any overlooked issues, ensuring your website provides a smooth and engaging experience. It’s like giving your website a final polish before launching, ensuring it’s top-notch and ready to impress your audience.

Pre-testing phase overview

Pre-testing phase overview

Before diving into website testing, there’s a pre-testing phase to prep your site. Here’s what it involves:

  • Backup the site: Safeguard your website by creating a backup copy.
  • Update WordPress and plugins: Ensure your site is running on the latest and most secure versions.
  • Clear the cache: Remove stored data that could impact test results.
  • Check for broken links: Verify all links on your site are functioning properly.


These steps lay the groundwork for smooth testing and accurate insights into your website’s performance.

Creating a backup of the site

Backing up your website is essential before testing—it’s your safety net. If anything goes wrong during testing, you can restore your site using the backup. Regular backups are smart, not just for testing but for safeguarding your content from accidents or crashes. During User Acceptance Testing (UAT), having a backup handy makes it simple to undo any changes made during testing if necessary.

Updating WordPress and plugins

Keep your WordPress and plugins updated for security and better performance. Updates enhance security, fix bugs, and offer new features. Staying current not only keeps your site safe but can also boost its performance and search engine ranking.

Clearing the cache

Clearing the cache before testing your WordPress site is key to ensuring that all changes take effect. You can use plugins like WP Super Cache or W3 Total Cache for a quick, one-click solution. Or, if you prefer a manual approach, most browsers offer developer tools to clear the cache easily:

  • Open your browser’s developer tools.
  • Navigate to the Network tab.
  • Enable the “Disable Cache” option.


By doing this, you’ll see all the updated content during testing, avoiding any unexpected errors.

Checking for broken links

Before testing your WordPress site, it’s crucial to check for broken links to ensure everything runs smoothly. You can use plugins like Broken Link Checker for an automatic scan or manually inspect each link. This ensures visitors won’t encounter any faulty links, preventing unexpected errors and ensuring a seamless user experience.

Testing a WordPress site: complete the checklist

Testing your WordPress website before launching is essential. Our checklists below will walk you through each step of the pre-launch process, ensuring your site is ready for its debut or any design updates.

Site functionality checklist

Before launching your WordPress site, make sure to:

  • Check navigation links for proper functionality.
  • Test all forms to ensure they submit correctly.
  • Verify interactive elements like menus and widgets work smoothly.
  • Look out for broken images or links.
  • Confirm the search function works accurately.
  • Ensure audio and video players function as intended.
  • Test login and registration forms if applicable.

Site performance checklist

To check your WordPress site’s performance:

  • Test page loading times.
  • Conduct speed tests.
  • Check for plugins or themes causing delays.
  • Assess image and video loading speeds.
  • Identify any broken scripts or codes.
  • Verify server response times.
  • Monitor real-time traffic and user engagement.

Website security checklist

To secure your WordPress site:

  • Use strong passwords.
  • Stay updated on security issues.
  • Test for SQL injection vulnerabilities.
  • Scan for harmful files or code.
  • Check access logs.
  • Monitor user activity.
  • Test XML-RPC requests for security.

Testing the site’s accessibility

To ensure website accessibility:

  • Test on mobile devices.
  • Check image and video functionality.
  • Maintain strong color contrast.
  • Ensure fonts display properly.
  • Verify user-friendly navigation.
  • Make page elements easily identifiable.
  • Test multimedia for audio descriptions.


Testing the site’s compatibility

To ensure website compatibility:

  • Test on different browsers (Chrome, Firefox, Safari, IE).
  • Examine mobile device performance.
  • Verify plugin installation.
  • Check image and video functionality.
  • Maintain strong color contrast.
  • Ensure proper font display.
  • Confirm user-friendly navigation.


Post-testing checklist

After testing your WordPress site, review the results, fix any issues found, and re-test. This ensures your site is ready for launch.

1. Review the test results

Thoroughly review test results to ensure accuracy. Check that your website functions and looks good on all devices and browsers. Look out for plugin or image-related issues. Use this checklist:

  • Verify test results.
  • Confirm functionality and compatibility.
  • Watch for plugin or image problems.


2. Address any issues found during testing

After reviewing the test results, fix any issues found during testing. This might mean adjusting your WordPress site’s code or setup for better optimization.


  • Adding necessary plugins.
  • Addressing design issues.
  • Correcting content errors.


3. Re-test the website after making changes

Before launching your website, ensure all identified issues are fixed. Check content display and functionality on different devices and browsers.

Remember to:

  • Verify content display and functionality across devices.
  • Perform a re-test after changes.

Best practices for testing WordPress sites

Mastering the art of testing and setting up WordPress websites properly is a valuable skill and here some tip how you can do it:

  • Use a staging environment: Create a test space identical to your live site to experiment with changes safely. Review all changes carefully, testing them across browsers and devices.
  • Regular testing: Test your website whenever you make changes to code, plugins, or themes. Ensure compatibility across browsers and devices to maintain performance and security.
  • Automated testing tools: Employ automated tools to identify glitches and ensure smooth operation across different platforms.
  • Document the process: Keep detailed records of tests conducted, including scenarios, results, fixes, tools used, and observations. This helps maintain consistent quality control and aids troubleshooting.


By following these steps, you can ensure your WordPress website runs smoothly, remains secure, and delivers a positive user experience across the board.


In summary, testing your client’s WordPress website is like ensuring a car is road-ready. At Optamark Digital, we prioritize excellence and use comprehensive testing to achieve it.

By following our checklist and guidelines, our team ensures a smooth testing process for your site. Regular testing guarantees an outstanding user experience.

We’re committed to safeguarding your website, maintaining content quality, and delivering exceptional results. Trust Optamark Digital for all your website testing and development needs. Happy testing!


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Optamark Graphics
Optamark Graphics
Optamark Graphics
Optamark Graphics
Optamark is an outsourced service provider to a network of experienced, independent distributors of printing and promotional products. The Company’s services include product sourcing and order fulfillment via access to a network of preferred vendors, invoicing, collections, back office support, sales and marketing support, professional development training, and working capital support.