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How-to

 How to Create a WordPress Test Site? (in 4 steps)

Are you trying to figure out how to make major changes to your public (live) website without affecting it or your visitors? Like add a new plugin, try a new theme, or overhaul a new design. Either you want to build a temporary WordPress test site to test out the WordPress platform? Maybe just want to gain practical knowledge of WordPress features, plugins, themes, etc. This is where the WordPress test site comes in handy! 

There are various ways to set up a WordPress test site, and each of them serves its own purpose. While some may only work with having an existing WordPress site, others don’t require a domain or hosting site to create a staging site. 

However, we have explained the easiest way to create a WordPress test site. Brace yourself! In this guide, we will let you through why a WordPress test site is needed and how you can create one just as quickly as it came to your mind. 

Let’s get started.

What is a WordPress Staging Site?

To put it simply, the staging site is a clone of your live website. It is an environment created to test and experiment with major changes, features, or anything that you plan to implement in a secure environment or live website. Developers typically use a test site to test changes, plugins, or themes and fix bugs before going to the production. 

The WordPress live site and WordPress test site are intentionally identical – the same settings, widgets, plugins, and so on. The only difference, as you might know, is that the latter is not live. Instead, it exists in a kinda sandbox where you can see how your website would react to the scenarios you put it into. Moreover, how your public will view it, but will not impact your live website until you upload it to your live server. 

Importance of Staging Site

Before learning how you can create a staging site, let’s discuss why creating a staging site environment is necessary with a few of the benefits here. 

  1. Reduce Risk: It is a risk-free way to do your website’s best practices without risking any unwanted surprises when it is published live. A staging environment is the best practice you can do any changes to it without failing to protect your new code and leading to more technical problems down the line. 
  1. Private Blank Canvas: This is the most obvious and main benefit of having a WordPress test site. It is a great way for testing plugins, new designs, and features. You can add, uninstall, or create new pages as a blank canvas without any effect on the live site. 
  1. Increased Performance: By testing everything thoroughly and identifying errors at an earlier stage, your production server is likely to be protected from any issue. It may result in improved performance, and better experience, and reduces the risk of downtime. 
  1. Ensuring Quality: Staging environments help to ensure quality under a production-like environment by performing an ultimate quality assurance check, and protecting your site from incompatible code. 
  1. Protect Website’s SEO: Staging sites remove the threat of errors on your website that can degrade the site’s ranking due to error-ridden pages. By constant testing of everything before publishing live, your actual website will be working efficiently. 

How to set up a WordPress test site? 

There are different ways you can create a WordPress test site. One of the easy ways is to use a staging site tool. It typically requires few clicks which makes it easy for beginners. In this guide, we are going to tell you how to set up a WordPress test site through InstaWP. 

InstaWP is a service that can handle all use cases and more. It is quite simple you can spin up quickly a fresh WordPress install just with one click. Besides, by using pre-set templates and configurations you can save time. Further, it lets you share links with other people to let them spin up a site using your template and a lot more. InstaWP comes with notable features and advanced ones that I will explain after I’ve shown you how to create a blank WordPress site. 

Let’s Start:

1. Create a Test Site

Visit the InstaWP website, if you want to create a quick site without registration. Then, click on ‘Try WordPress Sandbox’ or here, set up your site, and launch it. (Remember any site created without registration will be valid for 8 hours.)

However, to get all the free benefits and especially the increased limit for the sandbox of 48 hours. Then, you must create a free account! If you are a non-register, you can register yourself directly from here ‘Register’

Once you have registered yourself for an InstaWP account, you can then create a new site. Click on the “+ New Site” or “Add New” button in the dashboard. This will open up a popup where you can configure the basics of your test site: 

  • WordPress version – it is up to 6.0 trunk (nightly)
  • PHP version – it’s up to 8.1
  • Configuration
  • Site name

Or, you can also create your site from pre-setup templates. (We will discuss templates in the further section).

Click on ‘Create Site’ and within seconds your new WordPress test site will be ready with login credentials. You can log in using the ‘Access Now’ button or you can just click the Auto-login button to automatically login to your WP admin.  

Inside the WordPress dashboard, you will see it works exactly like any other self-hosted WordPress install. You can install or change the themes and plugins, adjust settings, users, and so on. There are different tools you can install for your WordPress site and as per your need, you can further configure settings. If you have created the test site with the latest WordPress version, then you can customize your entire site with blocks and patterns. Furthermore, you can add pages, posts, or categories. Basically, you can do everything that you’re thinking of implementing to your live website. 

2. Manage Your Site Using InstaWP Tools/Features

In addition to accessing your WP admin area by clicking on ‘Auto-login’, InstaWP also provides several tools for accessing and managing your website, which you can use from the ‘Sites’ dashboard: 

  1. The ‘Open Database’ option lets you open the whole database of your site. 
  2. Next to ‘Open Database’ is ‘View Log’ from where you can see the error log and access log. 
  3. The ‘Code Editor’ button opens up an in-browser code editor where you can edit all the files, themes, and plugins. It is a quick way to make edits if you don’t want to use FTP (you can do that as well). Besides, you can also create a new file.

In the drop-down, you get the following option: 

  1. From the ‘View Creds’ option as well you can see the WP details.
  2. You can ‘Migrate’ the site to live hosting, click on the option, and using the BlogVault plugin, it helps you to migrate your WordPress to the available choice of host. 
  3. From Export As, you can export the site as a zip file to use in localWP (local development). 
  4. Save As Template: You can save your site as a template for future use. (I will explain this feature in the next section).

Then under Advanced options that are available in paid versions, you get:

  1. FTP/SSH: secure network and file tranfer
  2. Map Domain- you can map a custom domain for the particular sandbox site.
  3. Reserve site – you can through this tool reserve your site i.e, restore an expired site or go to till 7 days, or more with counter resets every month. 

3. Configure Templates & Configuration

InstaWP is not just instant in name but provides the features as well. It helps you to save time with two presets:

  • Templates
  • Configurations

Templates feature gives you the option of saving your existing site as a template. You can further create new sites through the template and it will look exactly like the original one. In the free version, you can only create 1 template, however, you can create 5 template sites. 

Configuration feature lets you create a preset for technical details like WordPress version, PHP configuration, WordPress configuration, and so on. You can also pre-install plugins and themes. 

Templates

In templates you can go beyond just pre-installing plugins and themes, it lets you configure and save your settings. To create a template, navigate to the drop-down of the active site that you want to save as a template and select the ‘Save As Template’ option

It will then open up to a slide-out from where you can configure settings like:

  • Template Name & description: this is where you have to fill in the basic information like the name of the template and what it does.
  • Enable Sharing: this lets other people create template sites by clicking on a link. If you’re a developer who wants to provide potential customers with test sites, this is what you can use. The customers need to do is clicked the shared link and they can create their site install.
  • Instant template: it is a paid feature where if enable the site will be automatically created based on the template (instead of requiring additional user action).

If you opt for ‘enable sharing’, then advanced options will be opened to you (they are all in paid version). You get the ‘site lifetime’ option, and the ‘disallow file modification’ option if you don’t want others to modify the file. Further, you get a cool feature, where you have the option to collect and require people to enter emails. You can even customize the email that people receive and add a branding logo.

Once you are done with configuring, ‘Save’ and see the added template in the ‘Templates’ section. You can edit it if you want to edit the template. Besides, you can create a new site from the template by selecting this symbol. The ‘enable deployment’ option requires you to first add a repository in the Deployment tab. If you have enabled a shareable link then people with the link will get an amazing landing page (if opted for email).

Configuration

Now moving forward to the ‘Configurations’ tab, you’ll find three tabs for each configuration:

  • General: Here you choose WordPress and PHP versions from the dropdown.
  • PHP: Here you can do PHP configuration settings such as memory limit, max. execution time, max. upload size, etc.
  • WordPress: In this tab, you can install plugins and themes through wordpress.org or enter the direct URL for the same (it is in paid version). Further, you can enable multi-site installation.

Don’t forget to ‘Save’ or ‘Save As New’.

You can add as many configurations as needed, they will show at the sidebar interface. While you create a new WordPress test site, you can choose from any of the pre-built configurations.

4. WordPress Github Integration

InstaWP has come up with the latest new feature which is the Deployments tab. Here you can easily connect your Github repository to this server. For that, go to the ‘Add New+” button and select the ‘Public’ repo type or ‘Private’ based on whichever repo you have. In ‘Public’ repo:

In ‘Repo URL’, copy the ‘HTTPS’ link from your Github repository,

Then under ‘Branch‘ add the branch you want to deploy your site to, further add the destination folder of your plugin. Every time you create a new instance of a template your GitHub repository will be pulled and this folder content will be replaced with the contents of live Github code. Click on ‘Add’ and it will be added to your deployments tab.

As mentioned before, in the templates section, go to the ‘Enable Deployment’ option beside the edit option. You can then select the repository you want to deploy when a site is created using the specific template. Now, you can create the new site from that template.

If you have Private repo, then you must enter SSH Link, then add a branch, and destination folder.

Along with that, generate SSH Key Pair that you can copy to your repository.

(To know in detail how you can add a Github repository with InstaWP, watch this video!)

Notable Features of InstaWP

  1. Full Access: You get full access to the site with FTP, SSH, database editing, and more. 
  1. Slack Integration: InstaWP comes with Slack Integration, which means you can create WordPress disposable website and get the credentials. So, if you have teammates in Slack then it’s easy to access through Slack.
  1. Chrome Integration: It also comes with Chrome integration, once you have added the Chrome extension you can use it to add the ‘Launch’ button to WordPress.org plugins and themes. Let’s you create a new site that pre-installs the extension – a great way for fast testing new themes/plugins.
  1. White Label custom /Sufix Domain: Another amazing feature of InstaWP is it lets you have your own custom domain for the sandbox sites. It’s great for agencies or if you’re offering testing for WordPress plugins. 
  1. Team/Team Members: Another cool feature is adding a team or team members. You can create a team and add team members to it if you are working in a group. 
  1. Deployment: The latest feature added in InstaWP is the ‘Deployment’ section. It is for deploying your site/project to Github repositories. 

Conclusions

In the end, you might now know that making changes to the live website can be nerve-wracking, you never know how changes will impact your site. However, by creating a staging site you can work on anything without the fear of destroying something. You will not risk creating a bad user experience or getting penalized for SEO. 

A staging site is your play yard, you can do anything you want to do there. As said before, there are several ways but a hosting provider like InstaWP is the easiest and perhaps safest way to go. InstaWP is one of the best tools that give you access to more useful features than the other similar tools. 

Case Study

Real World Case Study – Product Sandbox Demos

Setting up your plugin/theme sandbox demo can be really painful, some people try with WP multi-site and some struggle setting up demos using in-house bash scripts and also not to mention, you miss out on important insights into your customers. 

Well.. InstaWP has solved this problem and we already have some well known plugin authors using this feature.

First off, lets learn a little bit about shared templates and various options available associated with it.

What is a Shared Template?

You may have created a template before, if not, you may try out now (go to Sites, choose any site, select “Save as Template” from the drop down).

In the side bar options, select “Enable Sharing” and click save. You will get a sharable link to the template something like this:

https://app.instawp.com/launch?t=extendifydemo

You can now “share” the link with your potential customers or your teammates. You have now created a sandboxed product demo for your plugin / theme or service.

Extendify.com

Awesome team at Extendify headed by Chris Lubkert has created a beautiful library of Gutenberg patterns. They have used InstaWP’s shared template feature to create a sandbox demo of their “pro” offering.

📈 We provide quick and useful insights into how many demos are created per day to the product author. In this case Extendify’s product is getting atleast 15-30 demos created per day!

Newsletter Glue

Lesley, founder of Newsletter Glue, an excellent Newsletter plugin for WordPress tweeted this after setting up the product demo, in reality though, she was really kind to work with us to set this up on her own with little help from us.

How To Build It For My Product?

Follow the step by step guide on building your plugin / theme sandbox guide.

I am hosting a free webinar on “How to build a sandboxed demo for your plugin, themes or service” this week. Make sure to mark your RSVP to get meeting details, see you soon!

­

How-to

Demo Builder for WordPress Plugin, Themes & Services

We will learn, step by step, how to build a sandbox environment of a WordPress product for your potential customers to try before buying.

Step 1 – Create a new site.

If you a non-registered user, create a quick free account here. After your email is verified, you are now logged into your InstaWP Dashboard, which looks something like this:

Click on “+ New Site” to add a new site and provide a site name.

When you click on “Create Site”, it will take 2-3 seconds to create a new site and you will get credentials for your new site.

Click on “Access Now” and it should open a new tab in order to automagically take you to the “wp-admin” panel.

Step 2 – Configure your site for the demo

At this point, think like your customer. Install and configure the site in such a way that if a customer is presented with the wp-admin panel, it will be to clear on how to use your product.

Some tips for plugin authors (others can follow the same approach):

  1. Install your plugin (free or pro – depending on whom you are targetting).
  2. Install a theme which works best with your theme.
  3. Put some demo content, may be create a sample page.
  4. Put a message on Dashboard on how to use your demo. (You can use a plugin or custom code inside the theme files).

In this example, I am going to configure the site for our own plugin “QSM”, this is how it looks after I am done.

Front Page:

Admin Page:

At this point, I am happy with how my demo looks (from a user’s perspective).

Step 3 – Save as Template

Go back to the InstaWP Dashboard, click on the Save as Template in the sites’s drop down.

You will get a variety of options for Save as Template sidebar, lets focus on the basics.

  1. Name – This name will be displayed on the landing page (more on this in a bit)
  2. Description – Same as above.
  3. Enable Sharing – The template you are about to create can be used in two ways.
    • Personal Use – You can choose NOT to share this template, and simply create sites off of this template for your personal use.
    • Shared Template – If you switch ON the “Enable Sharing” toggle, then your template can be shared with the world, meaning they can create sites based off of your template, without registering with InstaWP.

At this point your “Demo” is all setup and you can copy link and pass it to your users and put it on your front page on your website.

The template landing page looks something like this:

At this point, there are lot of unanswered questions. Let me put a FAQ list.

FAQs

How can I get the emails of users via the shared template?

You can download a CSV and connect to Mailchimp account. This is available only for paid members.

What are Advance Options in Template creation step?

  1. Site Lifetime : By default every “templated” site has 4 hours of expiry time, you can customize this.
  2. Email Required : By default, users can launch a demo site without specifying an email. This can change it.
  3. Disallow File Modifications: In the demo instances created by your users, we will lock down “Add new plugin”, “Add new theme”, “Theme Editor” and other options which can allow someone to potentially steal your premium content.
  4. Auto Login to WordPress: If you don’t want to ask email address, or you have your own flow, then simply toggle this. We will skip everything and get the user straight to WordPress admin panel.
    • If you switch this ON, then we also provide an option to “redirect” the user to a particular URL inside the wp-admin panel.

Can I change the logo on top of template landing page?

Yes, you can change the logo under “Branding” options. This is available for paid users.

What is an Instant Template?

You may notice that the demo instances are taking 2-4 seconds to create, Instant Template changes that. New instances will be launched, well, instantly!

Is there a limit of how many sites can be created by shared templates? And does this limit eat up my “Active Sites” limit?

We have defined a limit for this, its called “Template Sites”, if you click on the top of your account. You will find a separate line item in the Pricing Plans for this (when you scroll down). So, this doesn’t eat up your “Active Sites” limit.

What if I make changes to the site, can I sync changes to the template?

Yes, you can sync your changes. To do that click on “Save as Template” again, click on “choose” this time and choose the template you created previously. This way, you are going to overwrite the previous template with new site. Note: This is working only in paid plans, but we are working on a fix to make this work for free users too.

How-to

How to create a WordPress Sandbox Environment?

Often times you may find yourself wondering how to I create a sandbox WordPress instance to test a plugin/theme or to create a staging environment or providing a sandbox for your paid plugin/theme to your users.

InstaWP is the answer of this question and it can become your go to WP sandbox service. In this article we will cover multiple ways to create a WordPress Sandbox.

Without Registration

Go to app.instawp.com/onboard and click on “Launch Site”

You will get a newly baked WP site within a second! (any sites created without registration will be valid for 8 hours).

With Registration

By creating a free account you will get many benefits, specially increased limit for the sandbox 48 hours!

To register, navigate to app.instawp.com/register

Docs

How to create templates and share them?

Creating a template

  1. Create a site and add your changes like plugin, themes or customization.
  2. Click on down arrow and click Save as Template
  3. Provide a name of the template and hit Save.
  4. Go to the templates tab, wait for few seconds (depending on your site size).
  5. Voila, you are done. Now, any time you want to create a site using the template, click on the Actions menu in templates screen and click on Create Site.

Sharing a template

  1. Once the template is in Ready state, click on “Share” icon next to Actions panel.
  2. Provide a user friendly name and copy the URL. Hit Save.
  3. You can now share this URL to anyone.

Note: Sites created using your template URL, will be created under your account.

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