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Choosing And Installing Plugins

Description

In this lesson you will learn about the almost 56,000 free plugins in the official WordPress.org Plugin Directory, as well as thousands more in the commercial space. This lesson will give you the tools needed to thoroughly evaluate, install, and choose the most appropriate plugin(s) for your site(s) along with resources on how to get help with plugins.

Objectives

After completing this lesson, participants will be able to:

  • Identify the purpose of a plugin
  • Assess a plugin based on the evaluation criteria
  • Demonstrate how to install plugins automatically from the WordPress Plugin Directory or from a provided zip file and activate the plugins
  • Demonstrate how to leave a star rating and review for a plugin
  • Demonstrate how to search for and create a new topic in the plugin support forum

Target Audience

Who is this lesson intended for? What interests/skills would they bring? Choose all that apply.

  • Users
  • Designers
  • Developers
  • Speakers
  • All

Experience Level

How much experience would a participant need to get the most from this lesson?

  • Beginner
  • Intermediate
  • Advanced
  • Any

Type of Instruction

Which strategies will be used for this lesson plan? Choose all that apply.

  • Demonstration
  • Discussion
  • Exercises
  • Feedback
  • Lecture (Presentation)
  • Show & Tell
  • Tutorial

Time Estimate (Duration)

How long will it take to teach this lesson (in minutes)?

60 minutes

Prerequisite Skills

Participants will get the most from this lesson if they have familiarity with:

Readiness Questions

  • Do you have a WordPress site?
  • Do you want to add functionality to your WordPress website?
  • Do you have a WordPress.org account?
  • Is there something special you would like to do with your WordPress website?

Materials Needed

Notes for the Instructor

  • The lesson should alternate between short lectures and live demos. You as the teacher need a working local WordPress installation for the demos, as well as an internet connection to install new plugins.
  • With the exceptions of the exercises, students should not be working on their site during lectures and demos. Questions from students will be very specific to their case, so it’s better to plan a period where they can test things on their site and you answer their questions individually.
  • A WordPress.org account and internet access will be necessary to provide feedback on plugins, as well as get help in the plugin's support forums on WordPress.org.

Have You Thought About...?

  • What if a participant doesn’t have a WordPress site to work with?
  • What if a participant is having a WordPress.com site that doesn't allow installing plugins?
  • What if a participant doesn't have a WordPress.org account?

Lesson Overview

  • Introduce the term plugin and its usage
  • Demonstrate how to activate the default plugins
  • List out the criteria when evaluating a plugin
  • Demonstrate how to install a plugin using WordPress Plugin Directory and from a provided zip file
  • Introduce WordPress.org Plugin support forum
  • Practice exercises to have participants find and install a plugin on their own site

Exercises

Activate Hello Dolly

Practice activating Hello Dolly.

  • Locate Hello Dolly on the Plugin screen
  • Activate the plugin
  • Refresh admin screen and locate the lyric

Activate Akismet

Practice activating Akismet and configuring the plugin.

  • Locate Akismet on the Plugin screen
  • Activate the plugin
  • Setup Akismet account and configure Akismet key

Install a plugin from Plugin Directory

Practice installing a plugin from Plugin directory.

  • Go to Add Plugins screen
  • Search for a plugin
  • Install and activate the plugin

Install Instagram Feed Plugin

Practice installing a plugin from a .zip file.

  • Go to Add Plugins screen
  • Upload Instagram Feed plugin using the Upload Plugin button
  • Install and activate the plugin
  • Configure plugin to connect to an Instagram account

Mark and View Favorite Plugin

Practice adding a plugin to favorite.

  • Go to Plugin Directory and choose a plugin
  • Favorite the plugin
  • View the favorited plugin at the Add Plugins screen

Leave a rating and review

Practice leaving a star rating and review for a plugin.

  • Go to Plugin Directory and choose a plugin
  • Create a new review for the chosen plugin

Assessment

What can plugins do?

  1. Backup your website
  2. Protect you from spam and other security threats
  3. Add more widgets to add to your sidebars
  4. Pull in data from other social media sites
  5. All of the above

Answer: 5. All of the above.

When looking for plugins in the WordPress Plugin Directory, what information should you pay attention to?

  1. Star rating
  2. Last updated
  3. Number of downloads
  4. Author information
  5. Compatibility with WordPress version
  6. All of the above

Answer: 5. All of the above.

What should you do BEFORE installing a new plugin?

  1. Leave a star rating and review for the plugin
  2. Backup your site files and database
  3. Deactivate all other plugins
  4. Activate the default theme

Answer: 2. Backup your site files and database.

What should you do AFTER installing a new plugin?

  1. Leave a star rating and review for the plugin
  2. Backup your site files and database
  3. Deactivate all other plugins
  4. Activate the default theme

Answer: 1. Leave a star rating and review for the plugin.

Besides installing the plugin, what do you need to do to run a new plugin?

  1. Reboot your computer
  2. Activate, then configure the plugin
  3. Restart the web server
  4. Register your plugin with the Author

Answer: 2. Activate, then configure the plugin.

Additional Resources

Example Lesson

Introduction

In this hour long session, we will walk through the two basic plugins that come with WordPress, Akismet and Hello Dolly. We'll also cover how to find and install a new plugin through the dashboard, how to evaluate a new plugin for use on your site, how to provide feedback and how to get help with a plugin through the WordPress.org support forums.

What is a Plugin and What Can They Do?

plugin-directory

Plugins are ways to extend and add to the functionality that already exists in WordPress. The core of WordPress is designed to be lean and lightweight, to maximize flexibility and minimize code bloat. Plugins offer custom functions and features so that each user can tailor their site to their specific needs.

What is the difference between a theme and a plugin? It is common to find cross-over between features found in themes and plugins. However, best practices are:

  • a theme controls the presentation of content; whereas
  • a plugin is used to control the behavior and features of your WordPress site.

Any theme you create should not add critical functionality. Doing so means that when a user changes their theme, they lose access to that functionality. For example, say you build a theme with a portfolio feature. Users who build their portfolio with your feature will lose it when they change themes. By moving critical features to plugins, you make it possible for the design of your website to change, while the functionality remains the same.

Examples of Types of Plugins

browsing-plugins

Plugins provide a wide variety of functionality to your WordPress site that does not exist in the WordPress core application. Some examples of different types of plugins include:

  • SEO
  • Backup
  • Security
  • Sliders and Galleries
  • Bulletin Board Forum/Social Network
  • API Plugins (Twitter, Instagram, Flickr, etc.)
  • Tutorials

Default Plugins: Akismet and Hello Dolly

default-plugins

There are two plugins that come with WordPress by default: Akismet, an anti-spam plugin, and Hello Dolly, an example of a really simple plugin.

Akismet checks your comments against the Akismet Web service to see if they look like spam or not and allows you review the spam it catches under your blog's "Comments" admin screen.

When Hello Dolly is activated, you will randomly see a lyric from "Hello, Dolly", as famously sung by Louis Armstrong, in the upper right of your admin screen on every page.

Activating Akismet

  • Go to Plugins from the Dashboard menu.
  • Locate Akismet, and click on the Activate button below the name.
  • Follow the prompts to activate your Akismet account.
  • Once activated with your Akismet key, your blog will be protected from spam comments.

Activating Hello Dolly

  • Go to Plugins from the Dashboard menu.
  • Locate Hello Dolly, and click on the Activate button below the name.
  • Once activated, you will see a lyric from the song at the top right hand corner of the screen.

Evaluating New Plugins

evaulating-plugins

The WordPress Plugin Directory is the best and safest place to get free plugins. All plugins have been reviewed and approved per the plugin guidelines as outlined in Writing a Plugin.

When evaluating new plugins for use on your site, it is important that you locate and review the below standard information provided for each plugin in the WordPress Plugin Directory. Plugins may also be purchased through other sources, make sure to thoroughly research outside plugins yourself as they may not follow the same safe guidelines that the WordPress Foundation uses to screen the plugins that they make available.

  • Star Rating
  • Last Updated
  • Number of Downloads
  • Compatibility Rating
  • Author Information & other plugins
  • Support Forums

Automatically Installing a Plugin from the Plugin Directory

install-plugin

The WordPress Plugin Directory is the best and safest place to get free plugins. Before installing a new plugin, it is a best practice to make a full backup of your website, as some plugins could cause your site to become inoperable. See WordPress Backups.

  • Go to Plugins > Add New on the Dashboard menu.
  • Search for the plugin name or type, or browse one of the categories or tags.
  • Review the standard information: last updated, number of downloads, compatibility, etc.
  • If you decide to install the plugin, click the Install button.
  • After installing a plugin, it must be activated, click the Activate button.

Installing a Plugin via External Zip File

upload-plugin

When you purchase plugins from vendors outside of WordPress, the author should provide you with a .zip file that can be installed through the Dashboard. Before installing a new plugin, it is a best practice to make a full backup of your website, as some plugins could cause your site to become inoperable. See WordPress Backups.

Installing Instagram Feed Plugin via External Zip File

  • Download Instagram Feed Plugin as a .zip file and save to your desktop
  • Go to Plugins > Add New on the Dashboard menu.
  • Click on the blue Upload Plugin button at the top of the page.
  • Click the Choose File button and browse to the desktop and select the .zip file.
  • Click the Install Now button, then click on the Activate button.

Troubleshooting Plugins

wordpress-errors

There may be instances when you activate a new plugin and it breaks your site, i.e. your site will either start acting ‘strangely’, the plugin doesn’t function the way it’s supposed to, or you get the "white screen of death" and you are not able to access your site from the front end or back end. The reasons for that may be a conflict between the installed plugins or an installed plugin being incompatible with the current WordPress version.

If that happens don't worry, there are a few common troubleshooting techniques that will allow you to determine the cause of the misbehavior and reverse its effects. For more information, see Common WordPress Errors.

Providing Feedback, Reviews, and Ratings

reviews

The best way to improve and help plugin authors make better plugins is to provide feedback by leaving a review and a star rating.

Leaving a Review and a Star Rating

  1. Go to the Plugin Directory located at https://wordpress.org/plugins/.
  2. Sign in on the upper top-right with your WordPress.org credentials.
  3. Search for the plugin name that you would like to leave feedback for or get help with.
  4. If you need help or have a problem with a plugin, click on the green View support forum button on the right side of the plugin listing or the Support tab to visit the plugin support forum.
  5. To leave a star rating, you must also leave a review. Locate on the right side where it says, Ratings and click on Add my review button below. A form will be presented with information to leave a review and a star rating on that plugin.

Getting Help in the WordPress.org Plugin Support Forums

support

Each plugin in the WordPress Plugin Directory has a support forum to ask questions about using or configuring the plugin. Please be courteous and thorough when posting questions, as the plugin author is a volunteer and may have other priorities.

  1. Go to the Plugin Directory located at https://wordpress.org/plugins/.
  2. Sign in on the upper top-right with your WordPress.org credentials.
  3. Search for the plugin name that you would like to get help with.
  4. Click on the View support forum green button on the right side of the plugin listing or the Support tab to visit the plugin support forum.
  5. Before posting a new topic, be sure to search to see if one has been started already.
  6. If not, scroll to the bottom of the page and set a good title, select your WordPress version, then describe your issue in the message area with as many details as possible.
  7. Never put password or login credentials in a public forum.
  8. Be patient, if you have not gotten a response in a few days, try rewording your issue or adding information about what you have done to resolve the issue.

Lesson Wrap Up

Follow with the Exercises and Assessment outlined above.