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What is a Staging Site in WordPress and How to Set it Up?

June 22, 2023

What is a Staging Site in WordPress and How to Set it Up?

What is a Staging Site in WordPress and How to Set it Up?

Introduction

Whether you’re a WordPress developer, a blogger, or someone managing a WordPress site for your business, you’ve likely heard the term “staging site” at some point. But what exactly is a staging site? More importantly, why should you set one up, and how can you do it effectively?

Imagine making changes to your live website, only to have everything crash due to a plugin conflict or an unexpected bug. It’s a nightmare that no one wants to deal with, especially when your website could be crucial to your business or blog. That’s where a staging site comes in.

This post will walk you through what a WordPress staging site is, why it’s essential for your workflow, and how you can set one up with ease. By the end of this guide, you’ll feel confident about adding this best practice to your WordPress arsenal.

What is a Staging Site in WordPress?

A staging site is essentially a clone or copy of your live website. It exists in a separate environment where you can safely make changes, test updates, and experiment with new features without affecting your live site or its visitors. Think of it as a private testing ground—a sandbox area where any errors or issues won’t have real-world consequences.

The staging site looks and feels like your live WordPress site, with all the same content, plugins, themes, and functionalities. The difference? It’s not accessible to the public. This means you can confidently make changes, test them, and roll them out to your live site only when you’re certain everything works seamlessly.

Why is a Staging Site Important?

If you’re still wondering whether a staging site is worth your time, let’s explore why it’s such a game changer, especially for WordPress site owners.

1. Minimise Risks

One of the biggest benefits of using a staging site is risk elimination. Imagine updating your WordPress theme or a core plugin, only to find out that the update breaks some of your site’s functionality. With a staging site, you can test these updates first to ensure everything works as expected before pushing the changes live.

2. Maintain User Experience

For visitor-heavy websites such as blogs, e-commerce stores, or service-based businesses, downtime or broken pages can lead to loss of traffic and revenue—not to mention a tarnished reputation. Testing changes in a staging environment ensures your live site remains fully functional, providing a smooth experience for users.

3. Streamline Collaboration

If you work with a team of developers, designers, or content creators, a staging site acts as an excellent collaborative workspace. Everyone can add or modify their part of the website with the confidence that their changes won’t disrupt the live environment.

4. Facilitate Creative Testing

Want to overhaul your website design? Implement new features? Adjust your site’s layout? Testing these tweaks on a staging site gives you the freedom to experiment without fear, ensuring your live site only displays polished, professional changes.

How to Set Up a WordPress Staging Site

Setting up a WordPress staging site might sound daunting, especially if you’re not too familiar with the technical side of running a website. But don’t worry—it’s easier than you think. Below, we’ll outline handy methods to get your staging site up and running.

Using a Hosting Provider with Staging Support

Many WordPress hosting providers, especially those specialising in managed WordPress hosting, offer built-in staging environments. This is often the easiest way to set up a staging site with minimal setup.

Step 1: Check Your Hosting Plan

Providers like Flywheel, Rocket.net include one-click staging features as part of their WordPress hosting plans. Check if your hosting provider offers this functionality, as it can save you a lot of time.

Step 2: Create the Staging Site

Within your hosting dashboard, look for an option called “Staging” or “Create Staging Environment.” Follow the prompts to duplicate your live site.

Step 3: Access Your Staging Site

Most hosting providers will give you a unique URL or login page for your staging environment. You can now perform updates, test features, and apply new settings without affecting your live site.

Step 4: Push Changes to Live Site

Once you’re satisfied with your changes, most hosting platforms allow you to “push” those changes from staging to live with a single click.

Using WordPress Staging Plugins

If your hosting provider doesn’t include a staging environment, no problem! You can create one using a WordPress plugin.

Step 1: Install a Staging Plugin

Plugins like WP Staging, Duplicator, or BackupBuddy make it relatively easy to clone your live WordPress site. WP Staging, in particular, is known for its user-friendly interface.

Step 2: Configure the Plugin

After installing the plugin, follow the configuration settings to clone your site. Most plugins allow you to choose which elements to copy, including files, databases, and media.

Step 3: Test Your Changes

Use your staging site to apply and test changes as needed. Be thorough during this testing phase to catch errors before they reach your live site.

Step 4: Migrate Changes to Live Site

Once everything functions perfectly, use the plugin to migrate your changes to the live environment.

Setting Up a Manual Staging Site

If you’re tech-savvy and prefer manual control, you can create a staging site manually.

Step 1: Create a Subdomain

Log in to your hosting control panel and set up a subdomain (e.g., staging.yourdomain.com). This will serve as your testing ground.

Step 2: Clone Your Live Site

Use tools like phpMyAdmin to export your WordPress database and FTP software (like FileZilla) to copy your WordPress files into the subdomain.

Step 3: Set Up Your Staging Site

Install WordPress on the subdomain and import your database and files. Update your `wp-config.php` file with the correct database credentials.

Step 4: Test and Deploy

Test thoroughly in the subdomain environment. When you’re ready, manually copy the changes back to your live site.

Common Pitfalls to Avoid During Staging Setup

  1. Overlooking Database Updates
    Always ensure you’re working with the most recent copy of your site’s database when setting up a staging site. Outdated data can lead to confusion during testing.
  2. Making Edits to the Wrong Site
    Double-check whether you’re working in the staging or live environment. Accidental changes on the live site can have unintended consequences.
  3. Neglecting Security
    While staging sites are meant to stay private, always secure them with a password or even limit IP access. You don’t want unauthorised users accessing your testing ground
  4. Skipping Backups
    Even when operating on a staging site, it’s smart to back up your live website before pushing any changes. This gives you a reliable fallback option if something goes wrong.

Leverage the Full Potential of Staging Sites

A well-maintained staging site can be the secret weapon behind a high-performing WordPress website. With the confidence to test updates, explore creative options, and streamline your workflow, you save time, minimise risks, and make your website more effective.

If you haven’t set one up yet, there’s no better time than today. Whether you choose an easy one-click host solution, a user-friendly plugin, or a manual method, the benefits far outweigh the effort.