Setting Up A WordPress Site - What To Do First

Setting Up A WordPress Site - What To Do First

Setting Up A WordPress Site - What To Do First

Installing WordPress (if you have had someone else or your host set this up for you, you can proceed to the next step)
Many popular hosting companies have some kind of a Managed WordPress option. If you decide to go this route, they will take care of installing for you. 
The other route is installing WordPress via cPanel or a manual install. You can view WordPresses own guide here.


Once WordPress has been set up you can begin the installation. You will see the above screen the first time you visit your URL. Give your site a Title and create your WordPress login information.

When the setup process is complete you will be presented with a login screen. Use the credentials you used during installation to log in. You can return to this screen anytime you are logged out by visiting

The Dashboard



This is your WordPress Dashboard. Everything you need to get going will be found here. You can always return to it by clicking on “Dashboard” at the top right.

Let us go over your options. 

1.        Dashboard

2.       QuickStart – Provides a variety of options to get started and gives you an overview of your site.

3.       Posts – If you choose to blog or write articles you can do so here and then manage them.

4.      Media – upload photos, videos, documents, or any other media that you will use on your site.

5.       Pages – Create and manage the pages of your website.

6.      Comments – If you allow comments on your website, you can view and manage them here

7.      Appearance – Controls and options regarding your site. The look and feel, themes, menus, and more can be found here.

8.      Plugins – Search for new plugins and manage your active installs.

9.      Users – Control, add, edit and delete users here.

10.   Tools – Variety of site health options.

11.     Settings – Additional settings for your website. Some plugins can be managed through this section.

Adding A Theme

From the appearance tab, you can access many options to customize your site. The first option here is Themes.

A theme controls the overall look and feel. It is a template and a stylesheet for the structure you will build your site around.

Not all themes are created equally, and you can typically find one that suits your needs over others. If you want to build completely from scratch, you can find themes that are barebones. Conversely, you can also fine many free and paid themes that give you nice graphical interfaces to do your customizing. These themes tend to have their own sites and documentation related to them.

To add a theme, click on add new. You can then either upload your own file of that theme or search the WordPress repository. Searching via WordPress gives you many filtering options and reviews to make your decision.

Regardless of how you get your theme, make sure you activate it after installation.

The Customizer


To access the customizer, click on customize under the appearance tab. While themes will typically add additional options, the main features you will find here are

1.        Site Identity
This will control your Logo, Site Title, Tagline, and your site icon. (often called favicon)

2.       Menus
Choose what menus you want to display and where. 

3.       Widgets
Most themes have different locations where you can display widgets, generally located in the footer or sidebar. These can be social links, contact info, etc. 

4.      Homepage Settings
Choose either to display your recent posts, if you are doing a blog, or pick a static page. 
Inxeption recommends choosing a static page as it gives your eCommerce customers a better landing page experience. 

5.       Additional CSS
Here you can add your own CSS code to overwrite what is in your theme or to control additional sections. Make sure you know what you are doing if you add additional CSS. 

6.      Publish/Draft
Once you have made your changes, either publish them here, save it as a draft, or schedule a go live date that these changes will take place on. 

7.      Responsive Viewer
Preview your site on Desktop, Tablet, or Mobile. 




 1.        Create or select a menu

You can create a new menu here by giving it a name. Name it something you can remember, like “Main Menu” for menus that will go in the header.

If you have multiple menus and want to edit them, you can pick what menu you want here. 

2.       Add Menu Items

Select the pages or posts you want to add to your menu. You can add custom links as well here by putting the link in and inputting your link text. 

3.       Arrange your pages

Click and drag the pages in the order you want them to show up. To nest a page under another, you can click and drag the page out to the right. 

4.      Control your location

Pick where you want this menu to display

5.       Save your Menu



Permalink Settings

To use the Inxeption plugin with your WordPress website, you will need to set your permalink structure to “Custom Structure” and have the ending read as



You have only scratched the surface of the power WordPress gives you to create your online presence. To learn more about how to use Inxeption with WordPress, check out these links below, or reach out to

Adding The Inxeption WordPress Plugin

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