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  • The Ultimate Guide To Domain Name Security

    Registering a new domain through WPMU DEV? This Domain Security Guide provides all the information you need to learn how to keep your domains safe, secure, and protected.

    Keeping your online presence safe, secure, and protected from hackers, malicious software, and unforeseen events that can compromise your business is complex. Web security involves many areas, including web hosting security, website security, password security, the security of WordPress itself, and domain name security.

    In this article, we cover all you need to know about securing your domain name. You will learn how to keep your domain name(s) safe, adding another layer of protection to the overall security of your business for greater peace of mind.

    We’ll cover:

    What Is Domain Hijacking?

    Domain hijacking or domain theft, is taking wrongful control of a domain name from the rightful name holder.

    Domain hijacking is usually associated with cybercrime. It involves the theft of a domain name via unauthorized access to the domain management account, or changing a domain’s name servers by illegally accessing the domain name system (DNS), also known as DNS hijacking.

    Domain hijacking also takes place more often than you can imagine.

    Verisign is a global provider of domain name registry services and internet infrastructure. They are not only the authorized registry for top-level domains (TLD) like .com, .net, .name, .cc, etc.,  but every quarter, they also review the state of the domain name industry and provide a brief highlighting important trends in domain name registrations.

    According to Verisign’s Domain Name Industry Brief (DNIB), there are currently over 350 million registered domains around the world. Based on this figure and the number of domain transfer disputes and other claims related to domain hijacking handled by GoDaddy’s Domain Compliance and Advanced Support Team (DCAST) team, GoDaddy calculated that malicious cyber-criminals make around 170,000 attempts every year to steal domains from their registered name holder (RNH).

    This means that every hour of every day, around 20 attempts are made to steal someone else’s domain name.

    Domain hijacking attempts notice
    According to GoDaddy, criminals attempt to steal domains 170,000 times every year.

    Why is Domain Name Security Important?

    Devices connect and communicate with each other on the web using unique IP addresses.

    As an IP address is just a string of numbers (e.g. 2607:f8b0:4004:815::200e), it’s difficult for the human brain to remember these, so we map domain names to IP addresses to make finding sites easier.

    For example, the string of numbers shown above is the IP address for Google’s website. It’s much easier to remember Google.com than to tell someone searching for answers online to “just 2607:f8b0:4004:815::200e it,” wouldn’t you agree?

    This example also illustrates just why domain names are so important and necessary to protect. Domains not only represent your brand and your identity online, they are also the primary method the rest of the world has to communicate with your business online.

    If someone takes over your domain, they not only control your online brand and identity, they also control all email addresses based on that domain, and can wreak absolute havoc with your website and your business.

    As ICANN, the organization responsible for managing domain names worldwide puts it…

    “Domain hijacking can have a lasting and material impact on a registrant. The registrant may lose an established online identity and be exposed to extortion by name speculators.

    Domain hijacking can disrupt or severely impact the business and operations of a registrant, including (but not limited to) denial and theft of electronic mail services, unauthorized disclosure of information through phishing web sites and traffic inspection (eavesdropping), and damage to the registrant’s reputation and brand through web site defacement.”

    Source: ICANN

    Once a hijacker gains access to a domain’s account and its control panel, they can make account administrator and password changes, and redirect the domain to a new server (“DNS hijacking”), effectively gaining complete control of the domain.

    If you want to read about the kind of hassles you can expect to deal with if your domain name gets hijacked, check out this insider account of the domain name hijacking of perl.com.

    So, what can you do to protect your domain from being hijacked?

    To answer this question properly, first let’s look at who is responsible for ensuring the various aspects of domain security.

    Next, we’ll look at industry-wide domain name security recommendations and what you can do to keep your domain name(s) safe and secure.

    Domain Name Security: Who Is Responsible For What?

    Domain name security involves many players. These include:

    • ICANN (Internet Corporation for Assigned Names and Numbers). This is the global not-for-profit public-benefit corporation responsible for ensuring a stable, secure, and unified global Internet and the authority in charge of overseeing the infrastructure that allows any browser to connect to any domain on the internet anywhere in the world. ICANN also maintains the global database containing all of the world’s IP addresses and domain names, called the Domain Name System (DNS) and often referred to as the phonebook of the Internet, connecting web browsers with all websites.
    • Domain Registry – Every allowed top-level domain (TLD) – e.g. .com, .net, .store, .site, etc. is supervised by an organization officially appointed by ICANN. Domain registries, then, are the official organization responsible for managing all domains under that TLD.
    • Domain Registrar – An ICANN-accredited entity that makes the purchase and registration of domain names available to businesses and individuals. Essentially, they are domain name providers who can make adjustments to the domain name’s information in the database maintained by ICANN. A domain registrar can source and sell domains from different domain registries.
    • Domain Reseller – These are also domain name providers but not ICANN-accredited. Domain resellers are a distribution outlet for domain registrars. They pass on information to domain registrars, who then update ICANN’s global database.
    • Domain Registrant – These are the entities (companies, businesses, or individuals) who purchase and register domain names. It’s important to note that domain names cannot be owned, only leased.

    See the chart below if you need help understanding how the domain name world is organized.

    Domain hierarchy
    Who’s who in the domain name zoo!

    A report compiled by ICANN detailing incidents and threats of domain name hijacking found that domain name hijacking incidents often result from a combination of security failures that can involve all of the above parties.

    These failures include:

    • Flaws in registration and related processes
    • Failure to comply with the transfer policy
    • Poor administration of domain names by registrars, resellers, and registrants

    How Domains Get Hijacked

    In the above-mentioned report, ICANN found that many security incidents leading to domain name hijacking occur when registrars and resellers fail to adhere to its transfer policy and their registrant identity verification processes are insufficient to detect and prevent fraud, misrepresentation, and impersonation of registrants.

    ICANN, however, also plays a role in this. Its policy on transfer of registrations between registrars makes transfer contact email addresses an acceptable form of identity.

    All a domain hijacker needs to hijack a domain is the domain name and an administrative contact’s email address.

    Registrant email addresses and contact information are often accessible via the Whois service. This allows anyone with an email address matching the transfer contact email address to impersonate registrants.

    From there, it’s not difficult for malicious users and attackers to apply their ill-gotten social engineering skills to target a domain. They can do this by gathering contact information using Whois services and by registering expired domains used by administrative contacts.

    Given the above, it’s no wonder that so many domain hijacking attempts are made every year.

    Consider just how simple it can be for a fraudster to obtain the information needed to impersonate an authorized account administrator and contact a domain registrar hoping to gain access to a domain’s control panel:

    • It can be an “inside job” if someone in the company has access to the owner’s account information.
    • It can come from security breaches and compromises such as hacking the owner’s device or email account, or from the theft of personal documents containing account information.
    • It can even be someone calling up the registrar with a made-up story feigning a dire need to gain immediate access to the account as a result of an “emergency.” For example, by pretending to be a family member or an employee of a business that has closed down or saying that the account owner has died and the business needs urgent access to the domain to continue trading.

    Other contributing factors to the high incidence of domain hijacking attempts mentioned in ICANN’s report include:

    Registrants allowing registration records to become stale

    ICANN’s policy requires registrars to request registrants to update their records annually, but registrars have no obligation to take any action other than to notify registrants.

    A lack of accurate registration records and Whois information in the transfer process makes a domain name vulnerable to attacks.

    Domain resellers can become “invisible” to ICANN

    ICANN and registries deal with domain registrars, but have no relationship with domain resellers.

    While resellers can operate with the privileges of a registrar when registering domain names, it is the responsibility of the registrar to ensure that policies are enforced by resellers and that records of domain name transactions are accurately maintained.

    This “gap” in the business relationship chain leading from registrants to ICANN has been identified as an area with potential opportunities for attackers to exploit.

    Dispute mechanisms are not designed to resolve urgent issues

    ICANN’s Inter-Registrar Transfer Policy is not designed to prevent incidents requiring immediate and coordinated technical assistance across registrars and has no provisions to resolve the urgent restoration of domain name registration information and DNS configuration.

    Registrants also have a part to play

    ICANN, registries, registrars, and resellers need to do everything in their power to ensure that domains remain secure and protected.

    As we’ll explore later in this guide, however, registrants also have an important part to play in keeping their domains secure.

    After all, as the saying goes, a chain is only as strong as its weakest link, and often domain name registrants become the weakest link by failing to take all the necessary precautions and then falling prey to social engineering tactics (e.g. phishing emails, domain spoofing, etc.) leading to identity theft or impersonation. Once this happens, hackers can easily hijack and take control of a domain name.

    Domain Hijacking – Common Scenarios

    Before we move on to what can be done to improve domain security, let’s look at some of the most common types of domain hijacking scenarios and then briefly discuss what to do if you experience any of the incidents described below:

    Domain Name Transfer

    Typically, when someone attacks your domain, they are usually aiming for one of two (or both) outcomes:

    1. Change your domain registration contact information to gain control of any domains registered under your account, or
    2. Modify the DNS settings so that your domain name’s resolution is handled by another server (this is called DNS hijacking and we cover it further below)

    If the aim of the domain thieves is to maintain the name, they may update the registration data (WHOIS) linked to the domain name, change payment details, and then attempt to transfer the domain name to a new registrar so as to erase the history of their registration activity.

    As mentioned earlier, once a hijacker gains access to your domain’s account and its control panel, they can take complete control of your domain by making account administrator and password changes, redirect the domain to a new server, and wreak havoc in your business.

    In worse case scenarios, a hijacker can cause significant loss of revenue and damage to your brand.

    This is exactly what happened to ShadesDaddy.com in 2015 when hackers took over their registrar account and transferred the domain to an account in China which sold counterfeit merchandise, causing the company to suffer great loss of traffic, revenue, and damage to their brand.

    ShadesDaddy.com domain hijacking notice
    The hijacking of ShadesDaddy.com illustrates what can happen when malicious users gain control of your domain name.

    Domain Takeover

    If a hijacker takes over a valuable domain name, they can sell it or extort the owner by holding them up for ransom.

    Business Disruption

    As was made clear in the hijacking of Perl.com article described earlier, if your domain account email contact details are tied into your domain and your domain is hijacked, all business communications over email are effectively hijacked too.

    Domain hijackers can do anything from disabling and interfering with communication channels like your website and email to sending out fake emails, to completely blanketing out all business communications online.

    DNS Hijacking

    As explained in this article, if a hacker is able to modify the information in the DNS server, they can potentially send someone to an IP address that isn’t necessarily where they thought they were going.

    There are many ways to do this, most of which involve taking control of the DNS server. This is called DNS hijacking or DNS poisoning.

    With domain hijacking, hackers don’t need to change anything in the existing DNS server. They can simply change the domain information in the domain registration account (where all of the primary DNS information is input) and point to a domain server that they control.

    Pharming

    Pharming is when a hijacker takes control of your website and points it to a malicious site or posts offensive content on your site. This can cause serious damage to your reputation, as all traffic is directed to content that you have no control over.

    Phishing

    Domain hijackers can cause even wider damage when taking over your domain by using your website to collect valuable information from users such as credit cards, social security numbers, logins, etc. and engage in serious criminal activities that can impact the lives of many people.

    What To Do If Your Domain Is Hijacked

    Recovering a hijacked domain may take time and involve a lot of hassle and expense, but it is possible, so if it happens to you, don’t despair…take action!

    In the previous section, we mention the hijacking of ShadesDaddy.com. Here is a first-hand account from the domain owner describing what it took to recover their domain.

    As Pablo Palatnik, owner of ShadesDaddy.com states in the article, it’s important to understand the role that companies like ICANN and Verisign play in domain names.

    We have covered ICANN quite a bit in this guide. If you are the victim of domain hijacking, ICANN recommends contacting their Security Team for guidance. They will then ask about the circumstances relating to the attack.

    It’s also important to note, that as mentioned in the above article, Verisign is the only organization with the authority to transfer a domain name in the case of a hijack (with a court order or ICANN compliance notice).

    As the article also points out, as soon as you become aware that your domain name may have been attacked, the first step is to alert and inform your domain registrar immediately and push them to take immediate action and start putting ICANN procedures like the Registrar Transfer Dispute Resolution Policy in place to communicate with the registrar that currently has your domain name.

    Request that the transfer be revoked right away. Registrars usually apply a 60-day transfer lock to the transfer procedure, so if your domain has been transferred to an internal account with the same registrar, you have a better chance of recovering it.

    Don’t wait too long, as the domain thief may attempt to move the domain name several times to cover their tracks and this will only complicate things and make recovering your domain more difficult.

    Next, you should change all of your passwords to prevent the hacker from getting into your other accounts.

    If you have a registered trademark, the Uniform Domain-Name Dispute-Resolution Policy (UDRP) is a contract that all ICANN-accredited registrars must follow to handle disputes about domain name ownership. It permits quick banning of the domain, preventing its data from being modified or moved to another registrar, and also preventing internal transfers between registrar accounts.

    Keep in mind, however, that the UDRP was primarily developed as a way to counter cybersquatting or trademark breaches, so if your domain name is not associated with a trademark, it may not be very helpful.

    According to ICANN, documentation is key to recovering hijacked domain names.

    Since it is crucially important that you be able to demonstrate to your sponsoring registrar that the registration or use of the domain is rightfully yours, ICANN provides a list of documentation you should maintain to create a “paper trail” should a dispute ensue over domain ownership with whoever is listed as the registrant in a hijacked domain name.

    Some of the basic documentation you should be able to provide includes things like:

    • A domain history (copies of registration records that show you or your organization as the registrant, billing records, email receipts, web logs, archives, tax filings, etc.).
    • Financial transactions linking you to the hijacked domain name (e.g. credit cards or bank statements showing purchase details)
    • Correspondence from your registrar relating to the hijacked domain name (e.g. domain renewal notices, notices of DNS change, telephone call records, etc.)
    • Legal documents mentioning the domain name (e.g. a contract for the sale of a business listing the domain name as being included).

    Some additional things you can do, according to Pablo Palatnik (who eventually did manage to get his domain name back) is to get an experienced lawyer, try to expedite things with a court order, and start making some noise about what happened to you (e.g. post about it on social media).

    Reverse Domain Hijacking

    One more thing to keep in mind is that if you own a valuable domain name, you may also become a victim of “reverse domain hijacking” (RDNH).

    This is where a trademark owner attempts to obtain your domain name by initiating a domain name dispute and fraudulently claiming that you are cybersquatting (i.e. registering domain names that are identical or similar to trademarks, service marks, company names, or personal names in the hope of reselling them at a profit.)

    Where domain name hijacking (which is also known as reverse cybersquatting) is usually associated with cybercrime, reverse domain hijacking is basically acting in “bad faith” to attempt to deprive a registered domain name holder of their domain name.

    Now that we have seen just how damaging and serious domain hijacking can be, let’s take a look at what can be done to minimize and prevent the threat of incidents.

    Domain Name Security Improvements And Recommendations

    ICANN’s report not only points out factors that can result in domain hijacking incidents but it also offers registries and registrars various recommendations for improving domain security and helping to protect and safeguard registrants from having their domains hijacked.

    These recommendations cover areas like:

    Strengthening identity verification requirements in electronic correspondence

    ICANN recommends raising all identify verification requirements to the same level as used when verifying by mail or in person.

    Improving records

    ICANN recommends investigating additional methods to improve the accuracy and integrity of registrant records.

    Registrar-Lock and EPP authInfo implementations and best practices

    A registrar-lock is a status code set on a domain name by the registrar to prevent unauthorized, unwanted or accidental changes to the domain name.

    When set, the domain registry prohibits certain actions from taking place, such as modifying, transferring, or deleting the domain name, changing domain name contact details, etc.

    The EPP authInfo code (also known as an Auth-Code, EPP code, authorization code, transfer code, or Auth-Info Code), is a generated passcode required to transfer a domain name between domain registrars and indicates that the domain name owner has authorized the transfer.

    ICANN recommends that the same EPP authInfo code not be used for all domains by a registrar and that registries and registrars provide resellers and registrants with Best Common Practices describing appropriate use and assignment of EPP authInfo codes and risks of misuse when unique EPP codes are not used.

    Improved communications

    ICANN recommends investigating whether making pending transfer notices between registries and registrars to registrants mandatory instead of optional would reduce incidences of domain name hijacking.

    Providing emergency channels and procedures

    ICANN recommends that registrars should obtain emergency contact information from registrants and share emergency support staff contact information with other registrars, resellers, and registries to provide 24 x 7 access to registrar technical support staff in an emergency situation.

    Additionally, ICANN recommends emergency procedures and policies to be defined by registrars for allowing registrants to obtain immediate intervention and restoration of their domain name registration information and DNS configuration.

    Improving public awareness

    ICANN recommends providing better education to registrants on areas like:

    • Threats of domain name hijacking and registrant impersonation and fraud.
    • Procedures for requesting intervention and obtaining immediate restoration of a domain name and DNS configuration.
    • Keeping registration information accurate.
    • Protection mechanisms like Registrar-Lock, EPP authInfo, etc.

    Improving accountability

    ICANN recommends investing stronger enforcement mechanisms for dealing with registrars that fail to comply with the transfer policy, and holding registrars more accountable when working with resellers.

    Domain Name Security Best Practices: What You Can Do To Keep Your Domain Name Safe

    Now that we have covered all that is being done and proposed by ICANN to improve domain security for registries, registrars, and resellers, let’s turn our attention to what domain name registrants can do to keep their domain names safe.

    Choose a Reliable Domain Provider

    Ideally, you want to purchase your domains from an accredited registrar or a reputable domain name reseller offering a secure DNS management panel and 24×7 technical support.

    Having access to an online support team focused on protection and security is important, as they will be your first point of contact if you experience any issues with your domains and need immediate help or assistance.

    Assign Your Domain Ownership To A Business Entity

    Always register domains to a business or corporate entity. Avoid registering a domain name under an individual’s name. This ensures business continuity regardless of the individuals who may come and go from the business.

    As an example, suppose your business manager registers a domain name under their own name and then leaves the company. Your business risks losing the domain, being disrupted, or if there are any issues involved, going through a lot of hassle to reclaim domain name ownership.

    Lock Your Domain Name

    Domain locking (Registrar Lock) provides extra protection to domain names by preventing the transfer of your domain to another registrar by unauthorised third parties.

    Leaving a domain “unlocked” creates an opportunity for domain hijackers to try and transfer your domain name or redirect your domain’s name server without your permission, so lock your domain name through your domain name management system immediately after securing your domain registration.

    Activate Domain Privacy

    As mentioned earlier, all a domain hijacker needs to hijack a domain is the domain name and an administrative contact’s email address.

    It’s critically important, then, to protect the email account associated with your registered domain. The best way to do this is to consider using private domain registration when registering your domain.

    Private domain registration (also referred to as Domain Privacy, Domain Privacy & Protection, WHOIS Privacy, or WHOIS Privacy Protection) provides a simple and inexpensive way to hide your name, phone number, and email address from public viewing within the WHOIS database, ensuring online anonymity.

    Whois search result - domain privacy active.
    Domain privacy makes hijacking domains so much harder…Google it and you’ll see!

    Note: Some domain registries do not allow domain privacy services.

    For example, when registering .com.au domains or any other .au extensions, auDA‘s (the authorized .au name space overseer) notes in section 2.4, clause b) of its Registrant Contact Information Policy that:

    “registrants must not do anything which may have the effect of concealing the true identity of the registrant or the registrant contact (eg. by using a private or proxy registration service)…”

    Choose A Strong Password

    In today’s world of rampant cybercriminal activity, we shouldn’t even be discussing password security anymore. Weak passwords, however, remain one of the top threats to data security, so don’t choose weak passwords for your registrar account. You will only be inviting trouble.

    Choose a strong password instead so that guessing it becomes next to impossible. Follow basic password security recommendations: Generate a password that’s at least 8 characters long (the longer, the better), with at least one numeric value, one symbol and randomly selected letters.

    Regularly Update Your Passwords

    This is another basic but important area of password security. Despite all security advice, many businesses end up sharing passwords internally with team members, who may then share it with other team member. Over a period of time, having the information being shared around multiple times can present a real security threat, especially if people who are no longer with the company have access to it.

    So, make sure to regularly change your domain registration account passwords. A good time to do this is when registrars send out requests to verify and update your contact details, as they are required to do per ICANN’s policy.

    While still on the subject of password security…

    Never Share Your Domain Registrar Login Details

    The less people who have access to your domain registration account, the less chances of security breaches coming from inside the organization.

    If possible, try to restrict access to your domain registrar login details only to those who absolutely need to know it.  And if they are no longer part of the organization, then change the login details immediately.

    Register Your Domain Name For 10 Years

    Choose the maximum registration period available. Many registrars allow you to secure your registration for up to ten years.

    If you plan to be in business for a while, consider registering your domain for the next 10 years.

    Turn On Auto-Renew

    If you miss your domain name renewal reminder and forget to renew your domain name, you run the risk of having it expire and having someone else register it.

    You can avoid losing your domain name by choosing maximum registration periods and turning on auto-renew.

    Provide Backup Payment Details

    If your domain name account allows more than one payment method to be input, then provide details for a second payment method.

    This will minimize the risk of losing your domain name due to a failed domain renewal charge (e.g. an expired credit card).

    Provide Backup Contact Information

    If your domain name account allows you to provide backup contact information (including a backup contact email address), this helps to make it easier for authorized users to retrieve access to your domain name account if anything happens to the main contact email.

    Which brings up another important point…

    Use A Different Contact Email Address Than Your Registered Domain’s Email

    As the domain hijacking case of Perl.com illustrates, if your registration account’s contact email address is tied to the same registered domain name, your entire organization could be “incommunicado” if your domain is hijacked (i.e. the hijackers will have complete control of your domain AND your email).

    For this reason, it’s best to use a different email address than the one associated with the registered domain. Also, having a backup contact email address on the account helps.

    Regularly Monitor Your Domain Name Status

    One of ICANN’s recommended practices for registrants to protect their domains includes routinely monitoring domain name status and performing timely and accurate maintenance of the domain’s contact and authentication information.

    Making proactively monitoring your domain name registration status a part of your regular business reviews will help you detect any issues sooner rather than later.

    Additional Domain Security Tips

    Here are some other options to explore to keep your domains and online presence secure:

    Register Domain Name Variations

    Scammers and hackers often look to register domain names similar to other known domains so they can impersonate the brand or trick unsuspecting users into providing confidential details like login details, banking information, etc.

    Registering popular variations of your domain name not only protects your brand, it also creates an additional layer of protection against common hacking techniques like phishing or domain name typosquatting (a type of social engineering attack that targets internet users who incorrectly type a URL into their web browser and land on another registered domain name containing a typo, mispelled variant, alternative spelling, singular/plural variant, or a different domain extension. Typosquatting is also known as domain mimicry, URL hijacking, sting sites, or fake URLs).

    Use Domain SSL Certificates

    Adding an SSL Certificate to your domain prevents hackers from being able to “listen in” to encrypted connections between user’s devices and your website and steal sensitive data such as credit card numbers, bank login details, contact details, email addresses, etc.

    Use Multi-Factor Authentication

    Multi-factor authentication (MFA) is a security measure that requires at least two or more proofs of identification in order to grant users access.

    A 2-step verification method like two-factor authentication (2FA) adds an extra layer of protection by making sure that only you can sign in to your account.

    2FA - Google Authentication screen.
    2FA adds another layer of security and protection to online accounts.

    Use DNSSEC

    Domain Name System Security Extensions (DNSSEC) is an advanced DNS feature that strengthens DNS authentication using cryptographic digital signatures and adds an extra layer of security to domains by attaching digital signature (DS) records to their DNS information to determine the authenticity of the source domain name.

    When DNSSEC is enabled, DNS lookups use a digital signature to verify that the source of your site’s DNS is valid. If the digital signature doesn’t match, web browsers won’t display the site.

    Although DNSSEC can improve domain security, protect your domains from potential cache poison attacks and DNS spoofing, and is useful if you have valuable data to protect, it is not automatically enabled as implementation often requires significant effort and expense and needs to be specifically enabled by network operators and domain name owners.

    DNSSEC can also reduce site performance, make DNS more prone to failure, and some domain extensions (e.g. country code domains) don’t support it. Hence support and adoption of DNSSEC worldwide is currently slow.

    Use A VPN

    If you have the need to be extremely security-conscious about your site, you can use a Virtual Private Network (VPN) to access your domain name account and stave off hackers on the lookout for unsecure connections where they can siphon valuable data.

    A VPN hides your public IP address and adds security and anonymity when connecting to web-based services and sites.

    Don’t Let Your Security Guard Down

    In addition to all of the above recommendations, it’s important to also use common sense and remain vigilant to scams, malware, and other attempts to trick you into giving up valuable details that could see your domain name account being hacked and hijacked.

    Some basic precautions you can take include:

    • Don’t share logins, passwords, and email addresses. Especially not for administrative accounts.
    • Use SPAM filters. Yes, spammers have ways of getting around filters, but any suspected spam you can automatically send into a junk mail folder will provide at least a modicum more protection than not using any spam filters at all.
    • Never open attachments sent from unknown sources. Unfortunately, even family and friends can forward you emails with attachments containing viruses, so it’s important to be extra vigilant. If you are unsure about an attachment, check with the sender to make sure it’s legit.
    • Don’t click any links inside spam messages. Not even the “Unsubscribe” link. It not only makes you vulnerable to viruses and malware, it also confirms to spammers that your email address is active.

    Make Your Domain Name Security A Priority

    Hopefully, this guide has helped to increase your awareness of how important it is to keep your domain name safe, secure, and protected. The security of your entire digital presence depends on it.

    As mentioned at the beginning of this article, keeping your business secure is a complex undertaking. It requires hardening on many levels, and working with trusted partners and solutions.

    At WPMU DEV, our aim is to become more than your all-in-one WordPress platform provider. We want to be the business partner you can trust and rely on to grow your business profitably and securely.

    If you sell WordPress web development services or plan to start a web development business, consider becoming a WPMU DEV member and buying your domains through our white label integrated domain and hosting reselling platform (soon to be fully automated).

    When you register a domain with WPMU DEV either for your own business or on behalf of your clients as a reseller, you get the following security features to help keep your domain safe and protected included at no additional cost:

    • Registrar Lock
    • Privacy Protection
    • HTTPS (if your site is hosted with us, we provide free SSL and force HTTPS).
    • Longer Registration Periods (up to 10 years)
    • Contact Info Update Verification (whenever you update your contact information, we check our database and if we don’t have that data, you will receive a verification email before updating the information.)
    • 2FA Options For Members (should your WPMU DEV account password ever become compromised, unauthorized users will still require a 2FA code to be able to login).
    • 24/7 Technical Support. Receive expert support on all things WordPress, hosting, and domains any time, any day.

    Learn more about the benefits of registering your domains with WPMU DEV or visit our documentation section.

  • The Ultimate Guide To Domain Name Security

    Registering a new domain through WPMU DEV? This Domain Security Guide provides all the information you need to learn how to keep your domains safe, secure, and protected.

    Keeping your online presence safe, secure, and protected from hackers, malicious software, and unforeseen events that can compromise your business is complex. Web security involves many areas, including web hosting security, website security, password security, the security of WordPress itself, and domain name security.

    In this article, we cover all you need to know about securing your domain name. You will learn how to keep your domain name(s) safe, adding another layer of protection to the overall security of your business for greater peace of mind.

    We’ll cover:

    What Is Domain Hijacking?

    Domain hijacking or domain theft, is taking wrongful control of a domain name from the rightful name holder.

    Domain hijacking is usually associated with cybercrime. It involves the theft of a domain name via unauthorized access to the domain management account, or changing a domain’s name servers by illegally accessing the domain name system (DNS), also known as DNS hijacking.

    Domain hijacking also takes place more often than you can imagine.

    Verisign is a global provider of domain name registry services and internet infrastructure. They are not only the authorized registry for top-level domains (TLD) like .com, .net, .name, .cc, etc.,  but every quarter, they also review the state of the domain name industry and provide a brief highlighting important trends in domain name registrations.

    According to Verisign’s Domain Name Industry Brief (DNIB), there are currently over 350 million registered domains around the world. Based on this figure and the number of domain transfer disputes and other claims related to domain hijacking handled by GoDaddy’s Domain Compliance and Advanced Support Team (DCAST) team, GoDaddy calculated that malicious cyber-criminals make around 170,000 attempts every year to steal domains from their registered name holder (RNH).

    This means that every hour of every day, around 20 attempts are made to steal someone else’s domain name.

    Domain hijacking attempts notice
    According to GoDaddy, criminals attempt to steal domains 170,000 times every year.

    Why is Domain Name Security Important?

    Devices connect and communicate with each other on the web using unique IP addresses.

    As an IP address is just a string of numbers (e.g. 2607:f8b0:4004:815::200e), it’s difficult for the human brain to remember these, so we map domain names to IP addresses to make finding sites easier.

    For example, the string of numbers shown above is the IP address for Google’s website. It’s much easier to remember Google.com than to tell someone searching for answers online to “just 2607:f8b0:4004:815::200e it,” wouldn’t you agree?

    This example also illustrates just why domain names are so important and necessary to protect. Domains not only represent your brand and your identity online, they are also the primary method the rest of the world has to communicate with your business online.

    If someone takes over your domain, they not only control your online brand and identity, they also control all email addresses based on that domain, and can wreak absolute havoc with your website and your business.

    As ICANN, the organization responsible for managing domain names worldwide puts it…

    “Domain hijacking can have a lasting and material impact on a registrant. The registrant may lose an established online identity and be exposed to extortion by name speculators.

    Domain hijacking can disrupt or severely impact the business and operations of a registrant, including (but not limited to) denial and theft of electronic mail services, unauthorized disclosure of information through phishing web sites and traffic inspection (eavesdropping), and damage to the registrant’s reputation and brand through web site defacement.”

    Source: ICANN

    Once a hijacker gains access to a domain’s account and its control panel, they can make account administrator and password changes, and redirect the domain to a new server (“DNS hijacking”), effectively gaining complete control of the domain.

    If you want to read about the kind of hassles you can expect to deal with if your domain name gets hijacked, check out this insider account of the domain name hijacking of perl.com.

    So, what can you do to protect your domain from being hijacked?

    To answer this question properly, first let’s look at who is responsible for ensuring the various aspects of domain security.

    Next, we’ll look at industry-wide domain name security recommendations and what you can do to keep your domain name(s) safe and secure.

    Domain Name Security: Who Is Responsible For What?

    Domain name security involves many players. These include:

    • ICANN (Internet Corporation for Assigned Names and Numbers). This is the global not-for-profit public-benefit corporation responsible for ensuring a stable, secure, and unified global Internet and the authority in charge of overseeing the infrastructure that allows any browser to connect to any domain on the internet anywhere in the world. ICANN also maintains the global database containing all of the world’s IP addresses and domain names, called the Domain Name System (DNS) and often referred to as the phonebook of the Internet, connecting web browsers with all websites.
    • Domain Registry – Every allowed top-level domain (TLD) – e.g. .com, .net, .store, .site, etc. is supervised by an organization officially appointed by ICANN. Domain registries, then, are the official organization responsible for managing all domains under that TLD.
    • Domain Registrar – An ICANN-accredited entity that makes the purchase and registration of domain names available to businesses and individuals. Essentially, they are domain name providers who can make adjustments to the domain name’s information in the database maintained by ICANN. A domain registrar can source and sell domains from different domain registries.
    • Domain Reseller – These are also domain name providers but not ICANN-accredited. Domain resellers are a distribution outlet for domain registrars. They pass on information to domain registrars, who then update ICANN’s global database.
    • Domain Registrant – These are the entities (companies, businesses, or individuals) who purchase and register domain names. It’s important to note that domain names cannot be owned, only leased.

    See the chart below if you need help understanding how the domain name world is organized.

    Domain hierarchy
    Who’s who in the domain name zoo!

    A report compiled by ICANN detailing incidents and threats of domain name hijacking found that domain name hijacking incidents often result from a combination of security failures that can involve all of the above parties.

    These failures include:

    • Flaws in registration and related processes
    • Failure to comply with the transfer policy
    • Poor administration of domain names by registrars, resellers, and registrants

    How Domains Get Hijacked

    In the above-mentioned report, ICANN found that many security incidents leading to domain name hijacking occur when registrars and resellers fail to adhere to its transfer policy and their registrant identity verification processes are insufficient to detect and prevent fraud, misrepresentation, and impersonation of registrants.

    ICANN, however, also plays a role in this. Its policy on transfer of registrations between registrars makes transfer contact email addresses an acceptable form of identity.

    All a domain hijacker needs to hijack a domain is the domain name and an administrative contact’s email address.

    Registrant email addresses and contact information are often accessible via the Whois service. This allows anyone with an email address matching the transfer contact email address to impersonate registrants.

    From there, it’s not difficult for malicious users and attackers to apply their ill-gotten social engineering skills to target a domain. They can do this by gathering contact information using Whois services and by registering expired domains used by administrative contacts.

    Given the above, it’s no wonder that so many domain hijacking attempts are made every year.

    Consider just how simple it can be for a fraudster to obtain the information needed to impersonate an authorized account administrator and contact a domain registrar hoping to gain access to a domain’s control panel:

    • It can be an “inside job” if someone in the company has access to the owner’s account information.
    • It can come from security breaches and compromises such as hacking the owner’s device or email account, or from the theft of personal documents containing account information.
    • It can even be someone calling up the registrar with a made-up story feigning a dire need to gain immediate access to the account as a result of an “emergency.” For example, by pretending to be a family member or an employee of a business that has closed down or saying that the account owner has died and the business needs urgent access to the domain to continue trading.

    Other contributing factors to the high incidence of domain hijacking attempts mentioned in ICANN’s report include:

    Registrants allowing registration records to become stale

    ICANN’s policy requires registrars to request registrants to update their records annually, but registrars have no obligation to take any action other than to notify registrants.

    A lack of accurate registration records and Whois information in the transfer process makes a domain name vulnerable to attacks.

    Domain resellers can become “invisible” to ICANN

    ICANN and registries deal with domain registrars, but have no relationship with domain resellers.

    While resellers can operate with the privileges of a registrar when registering domain names, it is the responsibility of the registrar to ensure that policies are enforced by resellers and that records of domain name transactions are accurately maintained.

    This “gap” in the business relationship chain leading from registrants to ICANN has been identified as an area with potential opportunities for attackers to exploit.

    Dispute mechanisms are not designed to resolve urgent issues

    ICANN’s Inter-Registrar Transfer Policy is not designed to prevent incidents requiring immediate and coordinated technical assistance across registrars and has no provisions to resolve the urgent restoration of domain name registration information and DNS configuration.

    Registrants also have a part to play

    ICANN, registries, registrars, and resellers need to do everything in their power to ensure that domains remain secure and protected.

    As we’ll explore later in this guide, however, registrants also have an important part to play in keeping their domains secure.

    After all, as the saying goes, a chain is only as strong as its weakest link, and often domain name registrants become the weakest link by failing to take all the necessary precautions and then falling prey to social engineering tactics (e.g. phishing emails, domain spoofing, etc.) leading to identity theft or impersonation. Once this happens, hackers can easily hijack and take control of a domain name.

    Domain Hijacking – Common Scenarios

    Before we move on to what can be done to improve domain security, let’s look at some of the most common types of domain hijacking scenarios and then briefly discuss what to do if you experience any of the incidents described below:

    Domain Name Transfer

    Typically, when someone attacks your domain, they are usually aiming for one of two (or both) outcomes:

    1. Change your domain registration contact information to gain control of any domains registered under your account, or
    2. Modify the DNS settings so that your domain name’s resolution is handled by another server (this is called DNS hijacking and we cover it further below)

    If the aim of the domain thieves is to maintain the name, they may update the registration data (WHOIS) linked to the domain name, change payment details, and then attempt to transfer the domain name to a new registrar so as to erase the history of their registration activity.

    As mentioned earlier, once a hijacker gains access to your domain’s account and its control panel, they can take complete control of your domain by making account administrator and password changes, redirect the domain to a new server, and wreak havoc in your business.

    In worse case scenarios, a hijacker can cause significant loss of revenue and damage to your brand.

    This is exactly what happened to ShadesDaddy.com in 2015 when hackers took over their registrar account and transferred the domain to an account in China which sold counterfeit merchandise, causing the company to suffer great loss of traffic, revenue, and damage to their brand.

    ShadesDaddy.com domain hijacking notice
    The hijacking of ShadesDaddy.com illustrates what can happen when malicious users gain control of your domain name.

    Domain Takeover

    If a hijacker takes over a valuable domain name, they can sell it or extort the owner by holding them up for ransom.

    Business Disruption

    As was made clear in the hijacking of Perl.com article described earlier, if your domain account email contact details are tied into your domain and your domain is hijacked, all business communications over email are effectively hijacked too.

    Domain hijackers can do anything from disabling and interfering with communication channels like your website and email to sending out fake emails, to completely blanketing out all business communications online.

    DNS Hijacking

    As explained in this article, if a hacker is able to modify the information in the DNS server, they can potentially send someone to an IP address that isn’t necessarily where they thought they were going.

    There are many ways to do this, most of which involve taking control of the DNS server. This is called DNS hijacking or DNS poisoning.

    With domain hijacking, hackers don’t need to change anything in the existing DNS server. They can simply change the domain information in the domain registration account (where all of the primary DNS information is input) and point to a domain server that they control.

    Pharming

    Pharming is when a hijacker takes control of your website and points it to a malicious site or posts offensive content on your site. This can cause serious damage to your reputation, as all traffic is directed to content that you have no control over.

    Phishing

    Domain hijackers can cause even wider damage when taking over your domain by using your website to collect valuable information from users such as credit cards, social security numbers, logins, etc. and engage in serious criminal activities that can impact the lives of many people.

    What To Do If Your Domain Is Hijacked

    Recovering a hijacked domain may take time and involve a lot of hassle and expense, but it is possible, so if it happens to you, don’t despair…take action!

    In the previous section, we mention the hijacking of ShadesDaddy.com. Here is a first-hand account from the domain owner describing what it took to recover their domain.

    As Pablo Palatnik, owner of ShadesDaddy.com states in the article, it’s important to understand the role that companies like ICANN and Verisign play in domain names.

    We have covered ICANN quite a bit in this guide. If you are the victim of domain hijacking, ICANN recommends contacting their Security Team for guidance. They will then ask about the circumstances relating to the attack.

    It’s also important to note, that as mentioned in the above article, Verisign is the only organization with the authority to transfer a domain name in the case of a hijack (with a court order or ICANN compliance notice).

    As the article also points out, as soon as you become aware that your domain name may have been attacked, the first step is to alert and inform your domain registrar immediately and push them to take immediate action and start putting ICANN procedures like the Registrar Transfer Dispute Resolution Policy in place to communicate with the registrar that currently has your domain name.

    Request that the transfer be revoked right away. Registrars usually apply a 60-day transfer lock to the transfer procedure, so if your domain has been transferred to an internal account with the same registrar, you have a better chance of recovering it.

    Don’t wait too long, as the domain thief may attempt to move the domain name several times to cover their tracks and this will only complicate things and make recovering your domain more difficult.

    Next, you should change all of your passwords to prevent the hacker from getting into your other accounts.

    If you have a registered trademark, the Uniform Domain-Name Dispute-Resolution Policy (UDRP) is a contract that all ICANN-accredited registrars must follow to handle disputes about domain name ownership. It permits quick banning of the domain, preventing its data from being modified or moved to another registrar, and also preventing internal transfers between registrar accounts.

    Keep in mind, however, that the UDRP was primarily developed as a way to counter cybersquatting or trademark breaches, so if your domain name is not associated with a trademark, it may not be very helpful.

    According to ICANN, documentation is key to recovering hijacked domain names.

    Since it is crucially important that you be able to demonstrate to your sponsoring registrar that the registration or use of the domain is rightfully yours, ICANN provides a list of documentation you should maintain to create a “paper trail” should a dispute ensue over domain ownership with whoever is listed as the registrant in a hijacked domain name.

    Some of the basic documentation you should be able to provide includes things like:

    • A domain history (copies of registration records that show you or your organization as the registrant, billing records, email receipts, web logs, archives, tax filings, etc.).
    • Financial transactions linking you to the hijacked domain name (e.g. credit cards or bank statements showing purchase details)
    • Correspondence from your registrar relating to the hijacked domain name (e.g. domain renewal notices, notices of DNS change, telephone call records, etc.)
    • Legal documents mentioning the domain name (e.g. a contract for the sale of a business listing the domain name as being included).

    Some additional things you can do, according to Pablo Palatnik (who eventually did manage to get his domain name back) is to get an experienced lawyer, try to expedite things with a court order, and start making some noise about what happened to you (e.g. post about it on social media).

    Reverse Domain Hijacking

    One more thing to keep in mind is that if you own a valuable domain name, you may also become a victim of “reverse domain hijacking” (RDNH).

    This is where a trademark owner attempts to obtain your domain name by initiating a domain name dispute and fraudulently claiming that you are cybersquatting (i.e. registering domain names that are identical or similar to trademarks, service marks, company names, or personal names in the hope of reselling them at a profit.)

    Where domain name hijacking (which is also known as reverse cybersquatting) is usually associated with cybercrime, reverse domain hijacking is basically acting in “bad faith” to attempt to deprive a registered domain name holder of their domain name.

    Now that we have seen just how damaging and serious domain hijacking can be, let’s take a look at what can be done to minimize and prevent the threat of incidents.

    Domain Name Security Improvements And Recommendations

    ICANN’s report not only points out factors that can result in domain hijacking incidents but it also offers registries and registrars various recommendations for improving domain security and helping to protect and safeguard registrants from having their domains hijacked.

    These recommendations cover areas like:

    Strengthening identity verification requirements in electronic correspondence

    ICANN recommends raising all identify verification requirements to the same level as used when verifying by mail or in person.

    Improving records

    ICANN recommends investigating additional methods to improve the accuracy and integrity of registrant records.

    Registrar-Lock and EPP authInfo implementations and best practices

    A registrar-lock is a status code set on a domain name by the registrar to prevent unauthorized, unwanted or accidental changes to the domain name.

    When set, the domain registry prohibits certain actions from taking place, such as modifying, transferring, or deleting the domain name, changing domain name contact details, etc.

    The EPP authInfo code (also known as an Auth-Code, EPP code, authorization code, transfer code, or Auth-Info Code), is a generated passcode required to transfer a domain name between domain registrars and indicates that the domain name owner has authorized the transfer.

    ICANN recommends that the same EPP authInfo code not be used for all domains by a registrar and that registries and registrars provide resellers and registrants with Best Common Practices describing appropriate use and assignment of EPP authInfo codes and risks of misuse when unique EPP codes are not used.

    Improved communications

    ICANN recommends investigating whether making pending transfer notices between registries and registrars to registrants mandatory instead of optional would reduce incidences of domain name hijacking.

    Providing emergency channels and procedures

    ICANN recommends that registrars should obtain emergency contact information from registrants and share emergency support staff contact information with other registrars, resellers, and registries to provide 24 x 7 access to registrar technical support staff in an emergency situation.

    Additionally, ICANN recommends emergency procedures and policies to be defined by registrars for allowing registrants to obtain immediate intervention and restoration of their domain name registration information and DNS configuration.

    Improving public awareness

    ICANN recommends providing better education to registrants on areas like:

    • Threats of domain name hijacking and registrant impersonation and fraud.
    • Procedures for requesting intervention and obtaining immediate restoration of a domain name and DNS configuration.
    • Keeping registration information accurate.
    • Protection mechanisms like Registrar-Lock, EPP authInfo, etc.

    Improving accountability

    ICANN recommends investing stronger enforcement mechanisms for dealing with registrars that fail to comply with the transfer policy, and holding registrars more accountable when working with resellers.

    Domain Name Security Best Practices: What You Can Do To Keep Your Domain Name Safe

    Now that we have covered all that is being done and proposed by ICANN to improve domain security for registries, registrars, and resellers, let’s turn our attention to what domain name registrants can do to keep their domain names safe.

    Choose a Reliable Domain Provider

    Ideally, you want to purchase your domains from an accredited registrar or a reputable domain name reseller offering a secure DNS management panel and 24×7 technical support.

    Having access to an online support team focused on protection and security is important, as they will be your first point of contact if you experience any issues with your domains and need immediate help or assistance.

    Assign Your Domain Ownership To A Business Entity

    Always register domains to a business or corporate entity. Avoid registering a domain name under an individual’s name. This ensures business continuity regardless of the individuals who may come and go from the business.

    As an example, suppose your business manager registers a domain name under their own name and then leaves the company. Your business risks losing the domain, being disrupted, or if there are any issues involved, going through a lot of hassle to reclaim domain name ownership.

    Lock Your Domain Name

    Domain locking (Registrar Lock) provides extra protection to domain names by preventing the transfer of your domain to another registrar by unauthorised third parties.

    Leaving a domain “unlocked” creates an opportunity for domain hijackers to try and transfer your domain name or redirect your domain’s name server without your permission, so lock your domain name through your domain name management system immediately after securing your domain registration.

    Activate Domain Privacy

    As mentioned earlier, all a domain hijacker needs to hijack a domain is the domain name and an administrative contact’s email address.

    It’s critically important, then, to protect the email account associated with your registered domain. The best way to do this is to consider using private domain registration when registering your domain.

    Private domain registration (also referred to as Domain Privacy, Domain Privacy & Protection, WHOIS Privacy, or WHOIS Privacy Protection) provides a simple and inexpensive way to hide your name, phone number, and email address from public viewing within the WHOIS database, ensuring online anonymity.

    Whois search result - domain privacy active.
    Domain privacy makes hijacking domains so much harder…Google it and you’ll see!

    Note: Some domain registries do not allow domain privacy services.

    For example, when registering .com.au domains or any other .au extensions, auDA‘s (the authorized .au name space overseer) notes in section 2.4, clause b) of its Registrant Contact Information Policy that:

    “registrants must not do anything which may have the effect of concealing the true identity of the registrant or the registrant contact (eg. by using a private or proxy registration service)…”

    Choose A Strong Password

    In today’s world of rampant cybercriminal activity, we shouldn’t even be discussing password security anymore. Weak passwords, however, remain one of the top threats to data security, so don’t choose weak passwords for your registrar account. You will only be inviting trouble.

    Choose a strong password instead so that guessing it becomes next to impossible. Follow basic password security recommendations: Generate a password that’s at least 8 characters long (the longer, the better), with at least one numeric value, one symbol and randomly selected letters.

    Regularly Update Your Passwords

    This is another basic but important area of password security. Despite all security advice, many businesses end up sharing passwords internally with team members, who may then share it with other team member. Over a period of time, having the information being shared around multiple times can present a real security threat, especially if people who are no longer with the company have access to it.

    So, make sure to regularly change your domain registration account passwords. A good time to do this is when registrars send out requests to verify and update your contact details, as they are required to do per ICANN’s policy.

    While still on the subject of password security…

    Never Share Your Domain Registrar Login Details

    The less people who have access to your domain registration account, the less chances of security breaches coming from inside the organization.

    If possible, try to restrict access to your domain registrar login details only to those who absolutely need to know it.  And if they are no longer part of the organization, then change the login details immediately.

    Register Your Domain Name For 10 Years

    Choose the maximum registration period available. Many registrars allow you to secure your registration for up to ten years.

    If you plan to be in business for a while, consider registering your domain for the next 10 years.

    Turn On Auto-Renew

    If you miss your domain name renewal reminder and forget to renew your domain name, you run the risk of having it expire and having someone else register it.

    You can avoid losing your domain name by choosing maximum registration periods and turning on auto-renew.

    Provide Backup Payment Details

    If your domain name account allows more than one payment method to be input, then provide details for a second payment method.

    This will minimize the risk of losing your domain name due to a failed domain renewal charge (e.g. an expired credit card).

    Provide Backup Contact Information

    If your domain name account allows you to provide backup contact information (including a backup contact email address), this helps to make it easier for authorized users to retrieve access to your domain name account if anything happens to the main contact email.

    Which brings up another important point…

    Use A Different Contact Email Address Than Your Registered Domain’s Email

    As the domain hijacking case of Perl.com illustrates, if your registration account’s contact email address is tied to the same registered domain name, your entire organization could be “incommunicado” if your domain is hijacked (i.e. the hijackers will have complete control of your domain AND your email).

    For this reason, it’s best to use a different email address than the one associated with the registered domain. Also, having a backup contact email address on the account helps.

    Regularly Monitor Your Domain Name Status

    One of ICANN’s recommended practices for registrants to protect their domains includes routinely monitoring domain name status and performing timely and accurate maintenance of the domain’s contact and authentication information.

    Making proactively monitoring your domain name registration status a part of your regular business reviews will help you detect any issues sooner rather than later.

    Additional Domain Security Tips

    Here are some other options to explore to keep your domains and online presence secure:

    Register Domain Name Variations

    Scammers and hackers often look to register domain names similar to other known domains so they can impersonate the brand or trick unsuspecting users into providing confidential details like login details, banking information, etc.

    Registering popular variations of your domain name not only protects your brand, it also creates an additional layer of protection against common hacking techniques like phishing or domain name typosquatting (a type of social engineering attack that targets internet users who incorrectly type a URL into their web browser and land on another registered domain name containing a typo, mispelled variant, alternative spelling, singular/plural variant, or a different domain extension. Typosquatting is also known as domain mimicry, URL hijacking, sting sites, or fake URLs).

    Use Domain SSL Certificates

    Adding an SSL Certificate to your domain prevents hackers from being able to “listen in” to encrypted connections between user’s devices and your website and steal sensitive data such as credit card numbers, bank login details, contact details, email addresses, etc.

    Use Multi-Factor Authentication

    Multi-factor authentication (MFA) is a security measure that requires at least two or more proofs of identification in order to grant users access.

    A 2-step verification method like two-factor authentication (2FA) adds an extra layer of protection by making sure that only you can sign in to your account.

    2FA - Google Authentication screen.
    2FA adds another layer of security and protection to online accounts.

    Use DNSSEC

    Domain Name System Security Extensions (DNSSEC) is an advanced DNS feature that strengthens DNS authentication using cryptographic digital signatures and adds an extra layer of security to domains by attaching digital signature (DS) records to their DNS information to determine the authenticity of the source domain name.

    When DNSSEC is enabled, DNS lookups use a digital signature to verify that the source of your site’s DNS is valid. If the digital signature doesn’t match, web browsers won’t display the site.

    Although DNSSEC can improve domain security, protect your domains from potential cache poison attacks and DNS spoofing, and is useful if you have valuable data to protect, it is not automatically enabled as implementation often requires significant effort and expense and needs to be specifically enabled by network operators and domain name owners.

    DNSSEC can also reduce site performance, make DNS more prone to failure, and some domain extensions (e.g. country code domains) don’t support it. Hence support and adoption of DNSSEC worldwide is currently slow.

    Use A VPN

    If you have the need to be extremely security-conscious about your site, you can use a Virtual Private Network (VPN) to access your domain name account and stave off hackers on the lookout for unsecure connections where they can siphon valuable data.

    A VPN hides your public IP address and adds security and anonymity when connecting to web-based services and sites.

    Don’t Let Your Security Guard Down

    In addition to all of the above recommendations, it’s important to also use common sense and remain vigilant to scams, malware, and other attempts to trick you into giving up valuable details that could see your domain name account being hacked and hijacked.

    Some basic precautions you can take include:

    • Don’t share logins, passwords, and email addresses. Especially not for administrative accounts.
    • Use SPAM filters. Yes, spammers have ways of getting around filters, but any suspected spam you can automatically send into a junk mail folder will provide at least a modicum more protection than not using any spam filters at all.
    • Never open attachments sent from unknown sources. Unfortunately, even family and friends can forward you emails with attachments containing viruses, so it’s important to be extra vigilant. If you are unsure about an attachment, check with the sender to make sure it’s legit.
    • Don’t click any links inside spam messages. Not even the “Unsubscribe” link. It not only makes you vulnerable to viruses and malware, it also confirms to spammers that your email address is active.

    Make Your Domain Name Security A Priority

    Hopefully, this guide has helped to increase your awareness of how important it is to keep your domain name safe, secure, and protected. The security of your entire digital presence depends on it.

    As mentioned at the beginning of this article, keeping your business secure is a complex undertaking. It requires hardening on many levels, and working with trusted partners and solutions.

    At WPMU DEV, our aim is to become more than your all-in-one WordPress platform provider. We want to be the business partner you can trust and rely on to grow your business profitably and securely.

    If you sell WordPress web development services or plan to start a web development business, consider becoming a WPMU DEV member and buying your domains through our white label integrated domain and hosting reselling platform (soon to be fully automated).

    When you register a domain with WPMU DEV either for your own business or on behalf of your clients as a reseller, you get the following security features to help keep your domain safe and protected included at no additional cost:

    • Registrar Lock
    • Privacy Protection
    • HTTPS (if your site is hosted with us, we provide free SSL and force HTTPS).
    • Longer Registration Periods (up to 10 years)
    • Contact Info Update Verification (whenever you update your contact information, we check our database and if we don’t have that data, you will receive a verification email before updating the information.)
    • 2FA Options For Members (should your WPMU DEV account password ever become compromised, unauthorized users will still require a 2FA code to be able to login).
    • 24/7 Technical Support. Receive expert support on all things WordPress, hosting, and domains any time, any day.

    Learn more about the benefits of registering your domains with WPMU DEV or visit our documentation section.

  • How to Create a Client Portal in WordPress

    Do you want to create a client portal in WordPress?

    A client portal is a dedicated area where clients can login and access exclusive documents, files, support, and more.

    In this article, we’ll show you how to easily create a client portal in WordPress.

    How to create a client portal in WordPress

    Why Create a Client Portal in WordPress?

    A client portal makes it easier to manage client resources online. This can reduce the number of support requests you receive, allow clients to help themselves, and provide them with a better user experience.

    For example, if you run a photography website then you might create a dashboard where clients can upload and download images.

    Similarly, if you run a graphic design or web design business, then you might create a customer portal where clients can download all the resources you’ve designed for them.

    Without a client portal, the customer would need to contact you directly and wait for a response. This is time-consuming and frustrating for both you and the client.

    With that being said, let’s see how to reduce your workload and keep your customers happy by creating a client portal in WordPress.

    How to Create a Client Portal in WordPress

    Each business will need something different from their client portal, so you need a solution that’s flexible, customizable, and works well with other plugins.

    For this guide, we will be using MemberPress.

    It is the best WordPress membership plugin on the market and allows you to easily create a members-only section for your clients. MemberPress also has powerful display rules so you create exclusive posts, pages, and other content for your clients.

    First, you need to install and activate the MemberPress plugin. For more details, see our step by step guide on how to install a WordPress plugin.

    Upon activation, go head and visit MemberPress » Settings and enter your license key.

    Adding the MemberPress license key

    You’ll find this information under your account on the MemberPress website. It’s also in the email you got when you purchased MemberPress.

    After entering the key, click on ‘Activate License Key.’

    Next, you need to add at least one payment gateway so you can easily accept credit card payments in your client portal.

    MemberPress supports PayPal and Stripe. If you purchase a MemberPress Pro plan, then you can also accept payments using Authorize.net

    Note: If you plan to add existing clients to your portal without charging a fee, then you can skip this step.

    To add a payment method, switch to the ‘Payments’ tab and click on ‘Add Payment Method.’

    Adding a payment method to your client portal

    You can now chose a payment method from the ‘Gateway’ dropdown.

    MemberPress will then show all the settings you need to configure before using this payment gateway. For example, in the following image we’re adding PayPal payment to WordPress.

    Configuring a PayPal gateway

    After choosing a gateway, you’ll need to enter some information to configure your account. Once you’ve done that, click on the ‘Update Options’ button to save your changes.

    You can add multiple payment gateways to your corporate portal simply by following the same process described above.

    After adding one or more payment methods, you’re ready to create a membership plan.

    To get started, simply go to the MemberPress » Memberships page and click on the Add New button.

    Creating a new membership subscription

    On the next screen, you can type a title for the membership level and set the price. If you’re planning to add clients manually, then you can leave the ‘Price’ field at ‘0.’

    However, if you want to make money by selling subscriptions to your client portal, then you can type in a price.

    Adding pricing to your client membership

    Next, use the ‘Billing Type’ dropdown to create a billing cycle, for example you might charge clients a one-time fee for lifetime access or set up a recurring monthly subscription.

    In the following image, we’re charging clients $100 every 6 months.

    Creating a recurring client membership for your client portal

    Next, you need to create access rules. This allows you to create an exclusive, client-only area of your WordPress website.

    Simply go to the MemberPress » Rules page and then click on the ‘Add New’ button.

    Creating a new content dripping rule

    On the next screen, you first need to choose what content you want to restrict.

    The ‘Protected Content’ section offers different options. To start, you can restrict access to specific pages and posts, although this may be time-consuming if you have lots of content.

    Creating restricted content in MemberPress

    Another option is to restrict access to all child pages of a particular parent page. For example, you might create a ‘Client Portal’ parent page and then restrict access to all its child pages. This can save you lots of time and effort.

    Similarly, you can restrict access to all the posts that have a specific category or tag.

    Creating client-only content using tags

    Below that, you can specify who can access this content by opening the ‘Access Conditions’ dropdown and choosing ‘Membership.’

    In the second dropdown menu, select the membership level you created earlier.

    Restricting content to your clients

    When you’re happy with how the access rule is set up, click on the Save Rule button to store your settings.

    You can create more content restriction rules by following the same process described above.

    Creating a Client Account Page in MemberPress

    Next, you’ll want to create an Account page, which is the page that clients will see then they log into your portal.

    First, go to MemberPress » Settings and click on the ‘Pages’ tab.

    The MemberPress settings

    MemberPress will create an Account page automatically.

    To preview the page, click on the ‘View’ button next to ‘MemberPress Account Page.’

    Previewing the MemberPress client portal page

    The default Account page has a few different tabs where clients can edit their profile, check their subscriptions, and log out of their account.

    The Account page is also designed to perfectly integrate with your WordPress theme, as you can see in the following image.

    The MemberPress client portal account page

    The default Account page should be a good fit for most client portals. However you can edit the page just like you would any other WordPress page.

    To make some changes, click on the ‘Edit’ button.

    Customizing the MemberPress Account page

    This launches the standard WordPress page editor, so you can do ahead and make your changes. Just be aware that any content you add here will be visible to everyone and not just the client.

    When you’re happy with how the account page looks, just scroll to the bottom of the screen and click on ‘Update Options.’

    Saving the client portal account changes

    MemberPress will now go ahead and create the Account page.

    You can see this page live on your website by adding /account/ to the end of your domain, for example www.example.com/account/.

    You can also find this page in your WordPress dashboard by going to Pages » All Pages.

    The default members Account page

    Although MemberPress creates this page automatically, you can also add the Account content to any page or post using the [mepr-account-form] shortcode.

    For more details on how to place the shortcode, please see our guide on how to add a shortcode in WordPress.

    Customizing Client Account Page in MemberPress

    Content protection rules are one way to create exclusive content for your clients. However, sometimes you may want to hide specific content within a page or post, such as the index to your members-only bbPress forum or some bonus documentation you created using a WordPress knowledge base plugin.

    In this case, you can wrap the content in shortcode. MemberPress will then hide or show the content inside the shortcode, based on whether the person is logged into your client portal.

    To start, you’ll need to know the ID for the client membership level. To get this, simply go to MemberPress » Memberships and look at the value in the ‘ID’ column.

    The ID of a membership level

    Once you have the ID, go the page or post where you want to hide some content.

    You can then create a shortcode block above the content and a block below the content.

    Restricting access to content using shortcode

    In the top block, add the following: [mepr-active membership='162']. Make sure you replace the number with the client membership ID.

    Next, add the following in the bottom block: [/mepr-active].

    Then, simply update or publish the page and visit your site in incognito mode, or when logged out of your WordPress account.

    MemberPress should hide the content inside your shortcode blocks. To see the content, simply log into any client membership account.

    Adding Tabs to The Accounts Page in MemberPress

    By default, the Account page has Home, Subscriptions, Payments, and Logout tabs.

    You may want to add more tabs to help members find content in your client portal. For example, you could create tabs for customer service software such as HelpDesk.com or HelpScout, to help clients contact your support team.

    The easiest way to add more tabs to the Account page is by using the MemberPress Nav Tabs add-on.

    Simply go to MemberPress » Add-ons and then click on the ‘Install Add-on’ button next to ‘Nav Tabs.’

    The MemberPress Nav Tabs add-on

    After that, go to MemberPress » Settings.

    Here, click on the ‘Account’ tab.

    The MemberPress account settings

    Next, just scroll to ‘Account Nav Tabs Settings’ and check the ‘Enable Account Nav Tabs’ box.

    Once you’ve done that, you’ll see a new editor where you can select either ‘Content’ or ‘URL.’

    Adding custom tabs to the client portal Account page

    If you choose ‘Content,’ then you can add images, text, audio, shortcodes, and other content.

    This content will appear inside the new tab, as you can see in the following image.

    A custom membership account tab

    The other option is ‘URL,’ which will take the client to a different page, similar to clicking an item in the navigation menu.

    If you do select ‘URL,’ then you can type in a title and the URL that the tab will link to. By default, the link will open in the same tab but you can open it in a new tab by checking the ‘Open URL…’ box.

    Adding custom URLs to the client portal account page

    To add more tabs to the Account page, simply click on ‘Add New Tab’ and repeat the process described above.

    After adding all your custom tabs, click on the ‘Update Options’ button to save your changes.

    Adding Custom Content for an Individual Client

    MemberPress also allows you to show a different message to each client in their Account page. This message is included in the ‘Home’ tab.

    Adding a custom message to the client portal

    By creating a personal greeting, you can make your clients feel more appreciated and valued. You might also include links to resources that the client may find helpful, such as the documentation for a new product they’ve just bought.

    To add a custom message, go to MemberPress » Members. You can then hover over any client and click on the ‘Edit’ link when it appears.

    Editing a client account

    After that, scroll to the ‘Custom MemberPress Account Message’ section and add the content that you want to show to this particular client.

    This area works like the regular WordPress post editor so you can add images, shortcodes, image galleries, video, audio files, and any other resources that the client may field useful.

    Adding a client-specific message to the WordPress client portal

    Don’t forget to click on the ‘Update User’ button to save your changes.

    Adding a Link to Client Area using MemberPress

    Next, you need to make it easy for clients to access the portal by adding it to your menu.

    Simply go to Appearance » Menus and click to expand the ‘Pages’ section, if it isn’t expanded already.

    The WordPress menu editor

    You can then check the box next to the ‘Account’ page and click on ‘Add to Menu.’

    Once you’ve done that, you can change where the Account page appears in the menu using drag and drop.

    Adding a client portal link to the WordPress menu

    You can also change the label that’s used for the ‘Account’ page in the menu. The default is ‘Account’ but you may want to use ‘Client Portal’ or similar.

    To do this, click to expand the ‘Account’ section and then type a new title into the ‘Navigation Label’ field.

    Customizing the client portal navigation label

    Don’t forget to click on ‘Save Menu’ to store your settings.

    Now if you visit your site, you’ll see a link to the Account page in your menu.

    A link to the client portal in WordPress

    Extending Client Portal with MemberPress

    By this point, you’ve created a client portal with exclusive, members-only content and even a custom welcome message.

    That’s a great start, but let’s look at some other features that you can add to the client portal using MemberPress.

    1. File Downloads

    Want to allow clients to download files from your site? This might be anything from copies of your invoices, to reports and studies, or the stock images you’ve created for the client.

    MemberPress comes with a File Downloads add-on that allows you to offer downloadable content to your clients. After creating the download, you can add it to any page or post using a shortcode.

    Adding shortcode

    MemberPress will then show a link that visitors can use to download the file.

    You can use content protection to make the file exclusive to your clients, or even create different downloadable files for each client.

    File download page

    For step by step details, please see our guide on how to manage file downloads in WordPress.

    2. Training Courses

    You may want to offer courses, workshops, and other training materials to your clients.

    The good news is that MemberPress is also the best WordPress LMS plugin on the market.

    The MemberPress course builder is built on top of the WordPress block editor. This means you can add lessons, topics, categories, embed videos, images, and more using the WordPress tools that you’re already familiar with.

    A course curriculum created using the MemberPress LMS

    By publishing courses to the client portal, you can add more value for your customers and encourage them to renew their membership.

    For more details, see our tutorial on how to easily create online courses in WordPress.

    3. Add Forms to Clients Area

    No matter whether it’s a contact form, feedback form, customer testimonial form, or a customer survey, forms are an important way to communicate with your clients.

    They can help you get feedback and improve the member experience, while also giving clients a way to ask questions and get support.

    MemberPress integrates perfectly with WPForms, which is the best WordPress form builder plugin on the market.

    WPForms

    Sometimes, clients may need to upload files to your portal, such as a contract that you need to sign or photographs that you plan to publish to your client portfolio.

    You can easily create file upload forms using WPForms. You can then embed the form on the Account page, or any members-only page on your website.

    4. Selling More Products and Services

    As a business owner, you may want to promote other products and services to your clients.

    MemberPress works with many of the email marketing services that you may already be using to keep your audience engaged and promote your other products and services. This includes SendinBlueConstant ContactDrip, and 1000+ others.

    You can also add an online store to your portal using WooCommerce and sell other products to your customers.

    We hope this article helped you learn how to create a client portal in WordPress. You may also want to see our comparison of the best business phone services, and our guide on how to create an email newsletter.

    If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

    The post How to Create a Client Portal in WordPress first appeared on WPBeginner.

  • How to Create a Services Section in WordPress

    Do you want to add a services section to your WordPress website?

    When potential customers arrive at your site, they want to know what services you offer. A services section can communicate this information in a quick and easy way, so visitors can decide whether they want to learn more about your business.

    In this article, we’ll show you how to easily create a services section in WordPress. We’ll also share how to get more leads by adding a quote request form to your services section.

    How to create a services section in WordPress

    Why Create a Services Section in WordPress?

    To get more sales, it’s important to give visitors all the information they need to understand what services you offer.

    This can include everything from prices and benefits to detailed technical specifications, depending on the services you sell.

    That’s a lot of information, so we recommend creating a custom page in WordPress for each service you offer.

    You can then add a services section to your homepage or landing page, which will provide a brief overview of all your services, in a compact area.

    An example of a services section

    That way, visitors can quickly decide whether they want to learn more about your services.

    You can then include links to the different service pages, so visitors can explore each service in more detail.

    An example of a services section with CTA buttons

    Another option is to include a strong call to action, such as requesting a callback or filling out a form to get a personalized quote.

    The following image shows an example of a call to action, which appears directly beneath a services section.

    An example of a contact us form

    That being said, let’s take a look at how to easily create a services section in WordPress and then add it to any page on your website. Simply use the quick links below to jump to the method you want to use.

    Method 1. How to Create a Services Section with SeedProd (Recommended)

    The best way to create a services section is by using a page builder.

    A good page builder plugin will allow you to add as many services as you want, and arrange those services in a nice layout. You can also encourage visitors to learn more about your services by adding CTAs, links, buttons, and more.

    SeedProd is the best drag-and-drop page builder for WordPress. It comes with more than 180 professionally-designed templates and ready-made sections that are perfect for promoting your services.

    SeedProd also works with many popular third-party tools that you may already be using to get and manage conversions. This includes top email marketing services, WooCommerce, Google Analytics, and more.

    First, you need to install and activate the SeedProd plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

    Note: There’s also a free version of SeedProd but we’ll be using SeedProd Pro since it has more templates and blocks. It also works with all the best email marketing services.

    After activating the plugin, SeedProd will ask for your license key.

    SeedProd license key

    You can find this information under your account on the SeedProd website. After entering the license key, go ahead and click on ‘Verify Key.’

    The next step is creating a new page where you will add the services section. To do this, go to SeedProd » Landing Pages in your WordPress dashboard.

    Once you’ve done that, click on the ‘Add New Landing Page’ button.

    SeedProd's page design templates

    You can now choose any of SeedProd’s ready-made templates.

    To help you find the perfect template, SeedProd’s designs are organized into different campaign types, such as ‘squeeze,’ ‘ead,’ and ‘coming soon.’

    You can click the tabs at the top of the screen to filter the templates based on campaign type.

    The SeedProd template library

    If you prefer to start from scratch, then SeedProd also has a Blank Template, which doesn’t have any default content or design elements.

    To take a closer look at a design, simply hover your mouse over the template and then click on the little magnifying glass icon.

    Previewing a SeedProd template

    When you find a layout that you want to use, click on ‘Choose This Template.’ We’re using the ‘Masterclass Sales Page’ template in all our images, but you can use any template you want.

    After choosing a template, type in a name for your custom page. SeedProd will create a URL automatically using the title, but you can change this if you want.

    A descriptive URL helps search engines understand what a page is about, so they can deliver that page to people who are searching for content just like yours.

    Creating a new page with SeedProd

    To give your page the best chance of appearing in relevant search results, you may want to add some relevant keywords to the URL. When you’re happy with the information you’ve entered, click on the ‘Save and Start Editing the Page’ button.

    This loads the SeedProd drag-and-drop page builder. It shows a live preview of your page to the right, and some settings on the left.

    The SeedProd page builder

    Most SeedProd templates already contain some blocks, which are a core part of any SeedProd layout.

    To customize any block, simply click to select it. The left-hand menu will then show all the settings you can use to edit the block, such as changing the font size or replacing a stock image.

    Customizing a SeedProd block

    If you want to remove a block from the design, then simply click on that block.

    Next, go ahead and click on the small trash icon in the menu bar that appears.

    Deleting blocks from a custom layout

    To add new blocks to your design, just click on the block in the left-hand menu and drag it onto the editor.

    You can then click to select the block and make any changes in the left-hand menu.

    You can repeat these steps to create any kind of page, such as a homepage or Google Ad landing page. The possibilities are endless.

    SeedProd also comes with ‘Sections.’ These are rows and block templates for common web design elements. For example, SeedProd has sections for frequently asked questions, footers, and customer testimonials.

    It also has various sections that are perfect for creating a services section in WordPress. To take a look at the different sections, go ahead and click on the ‘Sections’ tab.

    These mini templates are organized into different categories, but since we want to create a services section, we recommend taking a look at the ‘Features’ category.

    SeedProd 'Features' sections

    Here, you’ll find sections that use paragraphs, subheadings, and images in a nice layout.

    In the following image, you can see the ‘Features 3’ section. To turn this into a services section, you simply need to add your own text and images.

    An example section template

    You may also want to look at the ‘Call To Action’ category. This category has lots of different sections, including a few that you can use to advertise your services.

    In the following image, you can see the ‘Call To Action 6’ section, which already has space for three services.

    An example CTA section template

    To preview a section, just hover your mouse over it and then click on the magnifying glass icon that appears.

    When you find a section that you want to use, simply move your mouse over that section and click on the little ‘+’ icon.

    Adding a services section to your WordPress website

    This adds the section to the bottom of your page, but you can move sections and blocks around your design using the drag-and-drop feature.

    After adding a section, simply can click on any block inside that section to customize it. To start, you’ll typically want to type in some information about your services.

    To do this, just click on any ‘Text,’ ‘Headline,’ or similar section. Then type into the text field that appears to the left of the builder.

    Editing a services section in WordPress

    You can format the text, similar to how you style text in the standard WordPress post editor.

    It’s also a good idea to add links to pages where visitors can learn more about each service.

    Customizing the services section in WordPress

    Another option is to use a ‘Call to Action’ button. Even if the section doesn’t come with buttons, it’s easy to add them.

    In the left-hand menu, just click on the ‘Blocks’ icon, which looks like a square of small dots.

    How to add blocks to a services section

    You can then drag and drop a ‘Button’ block into your section.

    If you do ‘Button’ blocks, then you can customize them in exactly the same way you edit any block. Just click on it, and then make your changes in the left-hand menu.

    Adding a CTA button to a services section with WordPress

    You can add more blocks by following the same process described above.

    For example, you might add photos showing each service in action using an ‘Image’ block.

    Adding images to a services section

    When you’re happy with how the page looks, it’s time to publish it by clicking on the dropdown arrow next to the ‘Save’ button.

    Then, select the ‘Publish’ option.

    Publishing a services section to your WordPress website

    Your page will now go live on your WordPress website and visitors can see all your services at a glance.

    Method 2. Creating a Services Section in WordPress using Block Editor

    You can also build a services section using the free Service Box Showcase plugin, and then add it to any page or post using shortcode.

    You will need to use one of the plugin’s pre-made service section layouts, so this isn’t the most customizable method.

    However, the plugin does let you create a service section using the familiar WordPress content editor tools, so it’s quick and easy.

    First, you need to install and activate the free Service Box Showcase plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

    Upon activation, head over to Service Box » Add New Service Box in your WordPress admin panel.

    The Service Box Showcase plugin

    To start, you’ll need to type in a title for your services section. This will only appear in the dashboard and not on your website, so this title is for your reference only.

    After that, find the layout that you want to use and click on its ‘Select’ button.

    Choosing a design for the services section

    Next, scroll to ‘Add Service Box,’ which has two services by default.

    To add more services to the section, go ahead and click on ‘Add New Service Box.’

    How to add more services to the service box

    Once you’ve done that, you can type in a title for each service and add a description.

    This is the text that will appear on the front end of your site, so make sure you give visitors all the information they need.

    Creating a services section using a free WordPress plugin

    By default, the plugin adds the same icon to each service. It’s a good idea to change these icons to something that’s unique to each service.

    To see the different icons that you can use, click on the ‘Service Icon’ field. This opens a popup where you can scroll through the different pictures and click the one you want to use.

    Adding a custom icon to each service

    It’s also a good idea to add a link to a page where visitors can learn more about each service, or even a page that has a contact form.

    To do this, simply type the link into the ‘Add Your Service Or Read More Link Here’ field.

    Adding a link to a services section

    After adding all this information, you can change how your service section looks using the ‘Service Box Settings.’

    Most of these settings are fairly straightforward. For example, you can change the font size and style. You can also change the link color, plus the color of the title, description, and more.

    If you don’t want to use any icons in the services section, then you can remove them by clicking on the ‘Display Icon’ switch.

    Hide and show the services icon

    There are lots of different settings and what looks good may vary depending on your WordPress theme. With that being said, you can always come back to the ‘Service Box Settings’ and make some changes if you’re unhappy with how the services section looks on your website.

    When you’re happy with how the services box is set up, simply click on the ‘Publish’ button at the top of the page to save your changes.

    You can now add the services section to your WordPress blog using a shortcode. Simply scroll to ‘ServiceBox Shortcode’ and copy the code.

    Adding a services section to your WordPress website using shortcode

    You’re now ready to add the services box to any post or page. For more details on how to place the shortcode, you can see our guide on how to add a shortcode in WordPress.

    Once you’ve pasted the shortcode, just click ‘Update’ or ‘Publish’ to push changes live. Then, if you visit your site you’ll see the services section in action.

    A services section, created using a free plugin

    At this point, you may realize that you want to make some changes such as using a different background color or adding more columns.

    To make these changes, simply go to Service Box » All Service Box. You can then hover your mouse over the service box and click on the ‘Edit’ link when it appears.

    Editing your services using a free plugin

    Now, make your changes using the ‘Service Box Settings’ and other sections.

    When you’re happy with the changes you’ve made, don’t forget to click on ‘Update.’

    Updating the services box

    Now, if you visit the page or post where you added the services box, you’ll see your changes on the site.

    BONUS: Creating Request a Quote Form For your Services

    A services section gives visitors an overview of your company and what you offer, so they can decide whether they want to learn more.

    Once you’ve caught the visitor’s attention, the next step is turning them into leads and customers. You can do this by adding a ‘Quote Request Form’ to your site.

    This is similar to a contact form, but it has an extra area where visitors can type in some information about themselves or what they’re looking for.

    This can help you sell more services. For example, you might recommend a particular service, create a unique package for that customer, or send them a personalized email based on the information they’ve entered.

    The easiest way to create a quote request form is by using WPForms. It is the best WordPress forms plugin and allows you to add any type of form to your website using a simple drag-and-drop editor.

    WPForms even has a ready-made ‘Request a Quote Form’ that has everything you need to turn visitors into leads.

    First, you need to install and activate the WPForms plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

    Note: There is a free version of the WPForms plugin, but we will be using the Pro version because it comes with the ‘Request a Quote’ form template.

    Upon activation, head over to WPForms » Settings and enter your license key.

    Entering the WPForms license key

    You can find the license key under your account on the WPForms website. It’s also in the email you got when you purchased WPForms.

    After entering the license key, click on the ‘Verify Key’ button. After a few moments, you will see a message confirming that you’ve entered the right license key.

    Once you’ve done that, go to WPForms » Add New.

    Creating a new form using WPForms

    Here, type in a name for your form. This is just for your reference so you can go ahead and use any title you want.

    Next, type ‘request a quote’ into the search field. This will bring up the ‘Request a Quote Form’ in the results.

    Using a form template

    You can now go ahead and click on the ‘Use Template’ button.

    This will load the WPForms editor, with the form on the right and all of the different settings on the left.

    The ‘Request a Quote Form’ template has fields where the visitor can enter their information, such as their name, email address, and phone number.

    There’s also a section where they can type in their specific request.

    The Request a Quote Form

    The default form should work well for most websites, but it’s easy to customize the form if you need to.

    To edit a field, simply click to select it. The left-hand menu will then show all the settings you can use to customize this field.

    For example, you can change the text that appears above any field by changing the text in the ‘Label’ field.

    Adding a label to a form field

    You can also add more fields by selecting the ‘Add Fields’ tab.

    Then, simply drag and drop any field block onto the form.

    Adding fields to a ready-made from template

    You can also change the order that the fields appear in your form using drag and drop.

    When you’re happy with how the form looks, go ahead and click on the ‘Save’ button.

    Saving your quote request form

    You can now add this form to any WordPress post or page using the WordPress content editor.

    Simply open the page where you want to add the form and then click on the ‘+’ button.

    Next, type ‘WPForms’ and click on the block to add it to your page.

    The WPForms block

    Finally, open the dropdown menu and select the quote request form.

    WPForms will show a preview of the form on the screen. If you’re happy with how the form looks, then you can go ahead and save or publish the page.

    A quote request form created using WPForms

    The quote request form will now be live for your visitors to use.

    We hope this article helped you learn how to create a services section in WordPress. You might also like to check out our article on the best live chat software and how to create an email newsletter.

    If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

    The post How to Create a Services Section in WordPress first appeared on WPBeginner.

  • How to Hide Blocks from Specific Users in WordPress Editor

    Are you looking for a way to hide certain WordPress blocks from a user role?

    The WordPress content editor offers a lot of flexibility in creating content using blocks. However, you may want to disable some blocks for different user roles. This is helpful if you run a multi-author website or don’t want others to access specific blocks.

    In this article, we’ll show you how to hide blocks from specific users in the WordPress content editor.

    How to Hide blocks from specific users in WordPress editor

    Why Hide Blocks from Specific Users in the Content Editor?

    WordPress blocks are content elements you add to your blog post or page. You can add blocks for images, videos, paragraphs, galleries, and more. Many WordPress plugins also add blocks to the content editor.

    Since each block lets you edit your article or landing page, it is a good idea to hide or disable some of the blocks based on WordPress user roles. This way, your website content will remain consistent and won’t have unwanted blocks and layouts.

    Let’s say you have a multi-author website. You can hide the tables block in the WordPress content editor for author and contributor user roles. This helps streamline your editorial workflow.

    Similarly, you can also prevent different user roles from using blocks added by different plugins.

    For instance, WPForms lets you embed forms in the content editor using the WPForms block. Stopping other users from accessing the block can help you stay in control and only display forms where you think is necessary.

    That said, let’s see how to hide or disable blocks for specific users in WordPress.

    Hiding Blocks for Specific Users in WordPress Editor

    The best way to hide blocks based on user roles is by using the PublishPress Blocks plugin. It gives you more control over the WordPress block editor and adds more blocks like an image slider, search bar, pricing table, and more.

    First, you’ll need to install and activate the PublishPress Blocks plugin. If you need help, then please see our guide on how to install a WordPress plugin.

    Upon activation, you can head to the Blocks item in your WordPress dashboard and click on the ‘License’ tab.

    Add PublishPress blocks license key

    Next, you can enter your license key and click the ‘Activate License’ button. You can find the license key in your PublishPress account area.

    After that, head to the ‘Block Access’ tab in the plugin. Here, you can choose a user profile from the dropdown menu at the top.

    Choose user profile to hide blocks

    To hide any WordPress block from the selected user role, simply click the toggle to disable it.

    For example, in the image below, we’ll disable the ‘table’ and ‘quote’ blocks for any user iwth the Author role.

    Click the toggle to disable blocks

    Don’t forget to click the ‘Save Block Access’ button when you’re done.

    That’s it! You’ve successfully disabled the WordPress block for a user role on your website. Now, you can repeat this to hide blocks for other user roles.

    We hope this article helped you learn how to hide blocks from specific users in WordPress editor. You may also want to see our guide on how to increase your blog traffic, and our comparison of the best-managed WordPress hosting.

    If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

    The post How to Hide Blocks from Specific Users in WordPress Editor first appeared on WPBeginner.

  • How to Edit a WordPress Homepage (Easily & Effectively)

    Do you want to create a custom homepage for your WordPress site?

    By default, the WordPress homepage displays your blog posts, but you can edit it to show something different. For example, your homepage could be a landing page that highlights your products and services.

    In this article, we’ll show you how to easily edit and customize your WordPress homepage.

    How to Edit a WordPress Homepage (Easily & Effectively)

    What Is the WordPress Homepage?

    Your homepage is the ‘front page’ of your WordPress website. It’s the first page that shows up when a user visits your domain name.

    For instance, if you type in www.wpbeginner.com into your browser, the page you land on is our website’s homepage, where you can see our latest blog posts:

    The WPBeginner Homepage

    Why Edit the WordPress Homepage?

    If you’ve decided to create a blog, then it makes perfect sense to just show your blog posts on the homepage.

    But what if you’re using WordPress to build a small business website or even to run an online store? In those cases, you may prefer to highlight your products or promotions on your homepage.

    Here’s a business website homepage example from OptinMonster, the best WordPress popup plugin out there. Their site has a great blog, but that isn’t the focus of their homepage. Instead, they’ve got a really clear call to action.

    The OptinMonster Homepage

    Perhaps you’ve already tried to set a custom page as the homepage in WordPress, but you’re struggling to make it look right.

    If that’s the case, then you’re in the right place.

    We’re going to take you step by step through setting up a homepage and customizing it to match your needs. That way, you can make a great first impression and encourage your visitors to take the actions that are most important to your site’s mission.

    That might mean buying a digital product from you, signing up to join your membership site, or donating to your fundraising campaign.

    We’re going to cover a few different methods that you can use to create your custom WordPress homepage.

    You can use these quick links to jump straight to the different parts of the tutorial:

    Editing Your Homepage With the Theme Customizer

    Some of the best WordPress themes will create a homepage design for you, and provide options so you can easily edit it.

    You can find these options by visiting Appearance » Customize on the admin sidebar. This will launch the WordPress theme customizer with a live preview of your theme.

    Using WordPress's Theme Customizer

    The Theme Customizer will have different options for different themes. Your preview and the available options may look different depending on the theme you are using. We’re using the free Hestia theme in this example.

    To edit any part of the homepage, simply click the blue pencil icon next to it. Here, we’re editing the image, text, and button at the top of the homepage.

    Editing the Top Section of the Homepage in Hestia

    Note: As soon as you make edits, they’ll be shown in the preview of your site. Those changes won’t be live on your site until you publish them.

    If you want to remove a section from the homepage, then you just need to click the blue eye icon in the top left corner of that section.

    Remove a Section of the Default Hestia Homepage

    You can also remove sections and add them back in using the ‘Frontpage Sections’ tab.

    Once you’re happy with your homepage, you need to click the ‘Publish’ button to make it live.

    Click the Publish Button to Make Your Homepage Live

    Here’s how our homepage looks, live on the website:

    The Finished Homepage Live on the Website

    Using your theme’s built-in options is the quickest way to set up your homepage. However, some themes may not have many options, or you may not be satisfied with how your homepage looks.

    Don’t worry, there are plenty of other ways for you to edit your homepage and give it the look you want.

    Editing Your Homepage With the Block Editor

    The WordPress block editor is a simple way to create a custom homepage, although it’s limited by your theme’s design.

    To use the block editor, simply go to the Pages » All Pages screen and edit the ‘Home’ page that you created earlier.

    Editing the 'Home' Page With the Block Editor

    Now you can start creating the content for your page.

    In this part of the tutorial, we’ll be using a few simple blocks to create a basic homepage.

    First, we’ll add a welcome message to the page. You can do this by simply clicking on the page to start typing. WordPress will automatically create a paragraph block for you.

    Adding Text in the Block Editor

    If you want to make the text larger, then it’s easy to do that in the block settings on the right hand side. Just click on one of the preset sizes, or you can click on the ‘Set custom size’ icon and type any size you like.

    You can also change the color of your text, using the ‘Color’ options for the text or background.

    Changing the Text Size in the Block Editor

    Next, we’ll add an image to the page. You can do this by clicking the (+) symbol and then selecting the Image block.

    You’ll find it in the Media section, or you can search for it using the search bar.

    Adding an Image Block to Your Homepage

    You can pick an image from your media library or upload a new one.

    Next, we’ve added another paragraph block, with the text ‘Check out our latest posts here’.

    We’ve then added a ‘Latest Posts’ block, which we’ve set to show the post excerpt and featured images, as well as the post titles. You can find out more about the Latest Posts block in our tutorial on displaying recent posts in WordPress.

    Adding a List of Your Latest Posts to the Homepage

    You can add as many blocks as you want to your homepage. You may also want to use a ‘full width’ or ‘no sidebars’ template for your page if your theme has one.

    For example, when using the Astra theme, you can customize the layout of the page from the Astra Settings pane. Other themes may provide a section in the Document settings pane.

    Removing the Sidebar From the Homepage

    Once you’re happy with your homepage, you should click the ‘Update’ or ‘Publish’ button on the top right of the screen to push your changes live.

    Here’s how our finished homepage looks:

    Homepage Created With the Block Editor Live on the Site

    What if you want to go further with your homepage? One option is to try some of these best block plugins for WordPress to add new functionality, such as a contact form, testimonials, reviews, and more.

    Another great option is to use a more powerful theme builder or page builder for WordPress to create something that looks gorgeous and professional.

    In the next parts of this tutorial, we’ll cover SeedProd, a theme builder, and Divi by Elegant Themes, a page builder.

    Editing Your Homepage With a Theme Builder Plugin

    The easiest way to edit your homepage is by using SeedProd. It’s the best WordPress theme builder plugin and can create beautiful website layouts and custom templates without writing any code.

    You can use SeedProd to create a fully custom WordPress theme, including a custom homepage template.

    Note: There is a free version of SeedProd, but you will need the Pro version to access the theme builder and edit the homepage template.

    First, you need to install and activate the SeedProd plugin. For more details, see our step by step guide on how to install a WordPress plugin.

    Upon activation, you need to enter your license key. You can find this information under your account on the SeedProd website.

    SeedProd license key

    After that, you can use SeedProd to easily create a WordPress theme, including a completely custom homepage from scratch.

    Creating a Custom WordPress Theme

    You can create a new theme in SeedProd by navigating to the SeedProd » Theme Builder page. Here, you’ll use one of SeedProd’s ready-made themes as a starting point. This will replace your existing WordPress theme with a new, custom design.

    You can do that by clicking the ‘Themes’ button.

    Create your custom theme

    You will be shown a list of professionally designed themes that are designed for different types of websites. For example, there are templates called ‘Modern Business’, ‘Marketing Agency’, and ‘Mortgage Broker Theme’.

    Take a look through the options and select one that best matches your needs by clicking the checkmark icon. For this tutorial, we’ll choose the ‘Digital Strategy’ theme.

    Select a Theme That Matches Your Needs

    Once you have chosen a theme, SeedProd will generate all the theme templates you need. It will include a template for your static homepage, as well as one for your blog’s index page.

    Editing the Homepage Template

    SeedProd makes it easy to edit any of these templates using a drag and drop page builder.

    Simply click the ‘Edit Design’ link found under the ‘Homepage’ template. This will open the template in SeedProd’s visual editor.

    Click the 'Edit Design' Link Under the Homepage Template

    This simple drag and drop builder will show a live preview of your page to the right and a toolbar on the left. You can add new blocks by dragging them onto the page, rearrange them by dragging them up and down with your mouse, and customize any block by clicking on it.

    Notice that the template has already provided an attractive layout and added plenty of relevant content on the page. Now you just have to edit it to suit the purpose of your website.

    When you hover your mouse over a block, a toolbar will appear.

    The SeedProd Visual Editor

    If you click on the block, then you can adjust its settings in the left pane.

    For example, when you click on the headline, you can edit the text, change the alignment, alter the font size, and more.

    SeedProd Settings for the 'Headline' Block

    When you change a setting, you can immediately see it in the preview on the right.

    For example, we’ll change the text to ‘All About WordPress’.

    When You Edit a Block's Text, It Is Immediately Updated in the Preview

    Once you’ve done this, you can click the ‘Blocks’ icon near the top of the settings page. This will return you to the Blocks view.

    Next, we’ll edit the button text. You can click on the button labeled ‘What we do’ and edit the text to say ‘See the courses’.

    Change the Button Text

    Now we’ll scroll down our homepage until we come to the list of bullet points about the products and services you offer.

    You can edit these in the same way, by clicking on a block and editing the text.

    Edit List of Benefits

    Your homepage should now look something like the screenshot below.

    If you need to add more detail, then you can add another row of bullet points by clicking the blue ‘+’ icon at the bottom.

    Add a Row by Clicking the + Icon at the Bottom

    The SeedProd template may have included more sections than you can use. You can easily delete any blocks or sections you don’t need by simply clicking the trash icon.

    For example, you can hover your mouse over the ‘Trusted By’ section of the homepage. Once the toolbar appears, you can click on the Trash icon to delete that section.

    Delete a Block or Section by Clicking the Trash Icon

    Near the bottom of the homepage there is a FAQ section. This was created using an Accordion block, which makes it simple to customize the questions and answers you want to include on your homepage.

    When you click on the block, you are able to edit the text for each question and answer.

    Editing the FAQ Section

    Once you have finished customizing your homepage, make sure you click the ‘Save’ button at the top of the screen. Then you can return to the list of templates by clicking the ‘X’ icon.

    As you can see, SeedProd’s templates, drag and drop interface, and useful blocks make it ideal for editing your website’s homepage. For even more ideas, take a look at our guide on how to create a landing page with WordPress.

    Editing the Blog Index Template

    You can edit your blog index template in a similar way. You can learn how to do this by visiting our guide on how to create a separate page for blog posts in WordPress.

    Using Method 2, you should scroll down to the section on customizing your blog page. Here you’ll learn how to add new blocks using drag and drop, and how to change the settings for each block on the page.

    SeedProd's Post Block Settings

    We’ll show you how to edit the Posts block to list your posts in multiple columns and display or hide the featured image for your posts.

    There are settings for how many posts to display, and whether to show a post excerpt. You can also filter the index by post type, category, tag, or author, and change the sort order.

    Enabling the SeedProd Theme

    Once you have finished customizing the theme templates, you will need to publish the new custom theme. Simply toggle the ‘Enable SeedProd Theme’ setting to the ‘YES’ position.

    Enable the SeedProd Theme

    If you haven’t already changed your WordPress Home and Blog page settings, then you’ll see a notification message. When you click the ‘OK’ button these settings will be changed for you.

    You can now visit your website to view your new home page.

    SeedProd Home Page Preview

    Editing Your Homepage With a Page Builder Plugin

    Divi is a popular WordPress page builder plugin. It comes with a WordPress theme and a page builder plugin with dozens of gorgeous templates.

    You can use the Divi page builder with any theme. For this tutorial, we’re going to use it with the Divi theme.

    First, you’ll need to download, install, and activate the Divi theme from Elegant Themes. This includes the Divi builder, so you don’t need to install it separately. You will need to enter your username and API key under Divi » Theme Options » Updates in order to access the layout packs.

    If you need help installing the theme, then take a look at our step by step guide on how to install a WordPress theme.

    Once you’ve got the Divi theme and page builder up and running, you can set up your homepage. First, go to the Pages menu in your WordPress dashboard and then edit the homepage we created earlier.

    Before you start editing your homepage, it’s a good idea to switch to the ‘Blank Page’ template under the ‘Template’ panel on the right. That way, your homepage won’t have a sidebar, title, menu, or any other default elements.

    Selecting the Blank Page Template in the Divi Theme

    Next, you can click the ‘Use The Divi Builder’ button at the top of the screen.

    Now, you’ll need to click the ‘Edit With The Divi Builder’ button in the center of the screen.

    Click the Use Divi Builder Button in the Center of the Screen

    You should now see the Divi Welcome Screen. It includes a video tutorial on how to use Divi, a brief description of how to get started, and buttons to either start building your page or take a tour of Divi’s features.

    We’ll click the ‘Start Building’ button at the bottom of the page.

    Divi Welcome Screen

    Next, you’ll see a range of options you can use to create your page. We suggest using a premade layout as the basis for your homepage. This makes it really quick and easy to get your homepage set up.

    Choose the Browse Layouts Option in Divi

    Divi has an impressive range of different layouts to choose from. There are hundreds of different layout packs, and each of these has several different page layouts including homepages.

    You can search through these by typing in a search term, or you can check the boxes to view only layouts that fit certain categories.

    Just a Few of the Layout Packs Available in Divi

    We’re going to use the ‘Travel Blog’ layout pack to create our homepage.

    First, click on the pack that you want to use:

    The Travel Blog Layout Pack in Divi

    Next, you’ll see a description of the layout pack, plus the different page layouts that are available. You’ll probably want to use the ‘Home’ page or ‘Landing’ page for your homepage. We’re going to pick the ‘Home’ option.

    Once you’ve chosen your layout, click the ‘Use This Layout’ button at the bottom of the page.

    Choose the Layout You Want to Use in Divi

    Divi will automatically import the layout for you. You’ll then see it live on your page, exactly as it’ll appear on your site. To edit any part of it, simply click on it.

    Divi uses a system of rows (split into columns) and modules to create your page. With text modules, you can click on the text and type in whatever you want straight onto the screen.

    Here, we’ve changed the header and the text below it:

    Editing the Header Text Using Divi

    With other modules, you can bring your mouse cursor over them and click the ‘Module Settings’ icon to edit them.

    Here, we’re editing one of the number counters:

    Changing the Settings for a Module in the Divi Builder

    You can delete modules and rows in the same way, using the trash can icon.

    You’ll likely want to use your own images on your homepage. You can change these by editing the module settings.

    Note that the image at the top is set as the Background for a Fullwidth Header Module, so you’ll need to change it under Content » Background for that module:

    Editing the Background Image of the Fullwidth Header Module

    Once you’re happy with the changes you’ve made to your page, you can click ‘Save’ at the bottom of the screen.

    Click the Save Button in Divi

    Sometimes the bottom row of buttons will be hidden.

    If you can’t see them, then you’ll need to click the purple “…” button to open them up.

    Click the Icon With Three Dots to Show the Save Button

    Here’s how our page looks live on the website:

    The Finished Divi Homepage

    Setting Your Homepage in WordPress

    By default, WordPress displays your blog posts on the homepage.

    That means that after creating and customizing your homepage, you’ll need to tell your WordPress site to display that page when someone visits your domain.

    Let’s take a look at how to set a separate homepage and blog page in WordPress.

    Pro Tip: Do you already have visitors to your site? Then you might want to put your site into maintenance mode while you’re setting up your homepage. Alternatively, you could set up a staging site where you can create your homepage before publishing it live.

    First, simply go to Pages » Add New and name your new page Blog. After that, you can go ahead and publish the blank page.

    Creating a Blog Page

    Once your homepage and blog page are ready, you need to tell WordPress to start using these pages.

    You can do this by going to Settings » Reading page in your WordPress admin area. You need to select ‘A static page’ option under the ‘Your homepage displays’ section. After that, go ahead and select your home and blog pages.

    Select Your Home Page and Blog Page

    Don’t forget to click on the ‘Save Changes’ button to store your settings.

    WordPress will automatically display your latest posts on the blog page. For more details, you can see our guide on how to create a separate blog page in WordPress.

    That’s it! You’ve created a great looking homepage in WordPress and set it up successfully.

    We hope this tutorial helped you learn how to edit a WordPress homepage. You might also want to take a look at our guide on the must have WordPress plugins and our tips on how to improve WordPress SEO.

    If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

    The post How to Edit a WordPress Homepage (Easily & Effectively) first appeared on WPBeginner.

  • How to Sell Excel or Google Spreadsheets in WordPress

    Do you want to sell your Microsoft Excel or Google spreadsheets online?

    By selling your spreadsheets as downloadable files, you can easily make money without having to pay for shipping or printing. Through WordPress, you can quickly and securely deliver your products to your customers.

    In this article, we will show you how to easily sell your Excel or Google spreadsheets online using WordPress.

    How to Sell Excel or Google Spreadsheets in WordPress

    Which Platform Should You Use to Sell Excel or Google Spreadsheets

    First, you’ll need to choose an eCommerce platform that you’ll use to sell your Excel or Google spreadsheets.

    Because these spreadsheets are digital files that users can download to their computers after making a purchase, you should pick an eCommerce platform specifically designed for selling digital downloads.

    Such a platform would have the proper features, licensing, and subscriptions built in which will make it easier for you to set up your store.

    That’s why we recommend using WordPress and Easy Digital Downloads for selling your Excel and Google spreadsheets.

    We recommend using EDD and WordPress

    WordPress is the best website builder on the market that is used by over 43% of all the websites on the internet. It is an ideal choice as WordPress gives you full control over your website and allows you to create a user-friendly eCommerce store.

    Easy Digital Downloads is the best WordPress plugin to sell digital products. We use EDD ourselves to sell many of our premium WordPress plugins.

    With WordPress and Easy Digital Downloads, you can sell as many Microsoft Excel or Google spreadsheets as you want without having to pay high transaction fees.

    With that being said, let’s dig in to see how easy it is to create a WordPress site with Easy Digital Downloads, so you can start selling your spreadsheets online.

    Step 1. Setting Up Your WordPress Site

    Before you start building your site, it’s important to know that there are two types of WordPress software: WordPress.com and WordPress.org.

    We will be using WordPress.org as it gives you complete control over your website.

    First of all, you’ll need a domain name and WordPress hosting to start selling your spreadsheets.

    For detailed information on both, you can check out our guides on how to choose the best domain name and how to pick the best WordPress host.

    We recommend using SiteGround for your website. It is a popular hosting provider that offers managed WordPress hosting for Easy Digital Downloads. It comes with a free SSL certificate, pre-installed and optimized EDD, and a huge 73% off.

    Basically, you can create a website for less than $5 per month.

    For more details on how to set up your WordPress site, you can check out our guide on how to make a WordPress website.

    If you don’t want to use SiteGround for. some reason, then we recommend checking out Bluehost, Hostinger, and WPEngine to see if they meet your needs.

    Step 2. Setting Up Easy Digital Downloads

    The free version of Easy Digital Downloads allows you to create an amazing online store. However, if you want to use add-ons such as Content Restriction, Recommended Products, or Recurring Payments, you will need the Pro version.

    For this tutorial, we will use the free version. To begin, just you just need to install and activate the plugin. If you need any help, you can check out our guide on how to install a WordPress plugin.

    Once it is installed and activated, go to Downloads » Settings page in your WordPress admin area. First, you need to set your store’s location so the plugin can calculate sales tax and auto-fill some fields.

    To do this, scroll until you see the ‘Store Location’ section. In the ‘Bunsiness Country’ dropdown menu, choose the location where your business is based.

    Select a business country

    After that, you need to fill in the ‘Business Region’ field.

    Here you can open the dropdown and choose the state or region your store operates from.

    Choose a Business region

    Once you’ve entered the information, click on the ‘Save Changes’ button.

    Step 3. Setting Up Your Payment Gateway

    When selling Excel or Google spreadsheets online, you’ll need a way to accept credit payments from your customers.

    Easy Digital Downloads supports popular payment gateways including Stripe, PayPal, and Amazon Payments. If you want to add more payment gateways, then you may want to take a look at Easy Digital Downloads extensions.

    To choose your payment gateway, simply click on the ‘Payments’ tab. Then make sure the ‘General’ tab is selected.

    Set up your payment gateways

    In the ‘Payment Gateways’ section, check the box for all the payment gateways that you want to add to your online store.

    If you select more than one payment method, then you’ll also need to choose a default gateway.

    You can choose any one you want, but we recommend selecting Stripe as your default gateway because Stripe accepts credit cards as well as Google Pay and Apple pay.

    Choose a default payment method

    After selecting a default gateway, scroll down to the bottom of the page and click on ‘Save Changes.’

    Once the page reloads, you will now see some new tabs where you can configure each of your separate payment gateways.

    Payment getaways

    The process of configuring the payment gateway will be slightly different depending which you use. We will be using Stripe as an example.

    To start, simply click on the ‘Stripe’ tab. Then, click on the ‘Connect With Stripe’ button.

    Click on Connect With Stripe button

    This launches a setup wizard which will walk you through a step-by-step process of configuring Stripe as your payment gateway. If you use multiple gateways, you’ll just need to repeat these steps for each one.

    Also, by default, Easy Digital Downloads shows all your prices in U.S dollars. If you want to show your prices in any other currency, simply click on the ‘Currency’ tab and choose the one you want to use from the dropdown.

    EDD Currency settings

    Just be aware that some payment gateways may not accept every currency. If you’re unsure, then it is always a good idea to check your chosen payment gateway’s website.

    Once you’re done with the currency settings, simply click on the ‘Save Changes’ button at the bottom of the page.

    Step 4. Turn Your Spreadsheets Into a Downloadable Product

    Now that your WordPress site is set up with Easy Digital Downloads, you’re ready to start selling spreadsheets online.

    How to Sell a Microsoft Excel Spreadsheet

    To upload your first Excel spreadsheet for sale, simply go to Downloads » Add New in your admin panel.

    Go to Downloads and click on Add New

    Once you’re in the content editor, add a name for your Excel spreadsheet in the ‘Enter Download Name Here’ field.

    This name will be shown on the product’s page, so be sure to use one that describes exactly what your spreadsheet does.

    Write a name and description for your EDD product

    Next, type in the description that will appear on the product’s page.

    Many online stores use product categories and tags, too. These can help shoppers find the products they’re looking for.

    You can create tags and categories for your spreadsheets using the ‘Add New Download Tag’ and ‘Add New Download Category’ options.

    Add Tags and Categories for your EDD products

    After that, scroll to the ‘Download Prices’ section.

    Then simply enter the price they’ll pay to download the spreadsheet.

    Simply add download price

    Next, you have to attach a ‘Download Image’ to the spreadsheet. This will appear as a featured image on the product page. You can easily create a product image using free design tools such as Canva.

    Scroll down to the ‘Download Image’ section in the sidebar and just click on ‘Download Image.’ Then, simply upload any image you want.

    Add a downloaded image

    After that, you can upload your spreadsheet. Simply scroll down to the ‘Download files’ section and add a suitable name in the ‘File Name’ field.

    Then click on the link button in the ‘File URL’ field.

    Attach an excel File

    This will launch the WordPress media library.

    From here, you can simply upload the Excel spreadsheet from the computer.

    Uploading the Excel file

    Once you’ve uploaded the Excel spreadsheet, simply click on the ‘Publish’ button. Now your product is on sale on your site.

    Setting Up Google Sheets For Sale By Placing Link in File URL

    Selling Google Sheets on WordPress is a slightly different process. Since Google Sheets only run in a web browser, you cannot sell a downloadable Google Sheets file. All you get is a link.

    To sell Google Sheets, you need to create a ‘copy link’ for the spreadsheet that you plan on selling. This copy link allows you to share a copy of your spreadsheet with the customers upon purchase.

    To create this link, simply go to the Google spreadsheet that you plan on selling and click the ‘Share’ button.

    Click on the Share button in Google Sheets

    Once you’ve clicked on the ‘Share’ button, a popup will appear.

    Now simply click on ‘Anyone with the link’ option in the ‘General Access’ section.

    Click on Anyone with the link option

    Next, select the ‘Editor’ option from the dropdown menu on the right in the ‘General Access’ section.

    After that, simply click on the ‘Copy Link’ button.

    Click on Editor and copy link

    After you’ve copied the link, go to the ‘Download Files’ section in Easy Digital Downloads.

    Then just paste the link in the ‘File URL’ field.

    Copy and paste Google Sheets link

    After pasting the link, remove the edit?usp=sharing section from your link.

    You will need to add copy in its place.

    Add Copy to the link

    Now that you’ve added your Google Sheet’s copy URL, simply click on the ‘Publish’ button.

    That’s it! Your spreadsheet will immediately be for sale to customers.

    Setting Up Google Sheets For Sale Using Certificate of Download

    Another easy way to sell Google Sheets is by creating a certificate of download.

    All you have to do is create a Word document and paste the Google Sheet ‘copy link’ into the document.

    Certificate of download

    After pasting the link, remove the edit?usp=sharing section from your link and simply add copy it in its place. Be sure to enable the URL as a hyperlink so that it is clickable.

    Now, as you can see in the image above, the copy link looks a bit ugly. To make your certificate of download look more professional, you can use a link-cloaker like Pretty Links.

    With this plugin, you can make your links look professional and can also track the number of clicks the links in your certificates get.

    Use Pretty Links

    Next, simply save the document. We recommend saving it as a PDF.

    After that, just head back to the ‘Download Files’ section in EDD and upload the certificate file. Then, simply click on the ‘Publish’ button.

    With this method, customers will download the certificate after the purchase. They can then click the link provided in the purchase certificate to access the Google spreadsheet they just bought.

    Step 5. Customizing Your Digital Download Emails

    Every time someone buys a spreadsheet from your website, Easy Digital Downloads will send an email to that person.

    This email will have a link that the customer can use to download the Excel or Google spreadsheet they just purchased.

    Purchase Receipt Example

    You may want to customize this email by adding your own text and branding.

    To do this, go to Downloads » Settings and click on the ‘Email’ tab. Then, make sure that the ‘General’ tab is selected.

    Go to Downloads for Emails settings

    You might want to start by adding a logo to your purchase receipt emails.

    This logo will appear right at the top of the email and will help customers identify who the email is from.

    Add brand logo

    Simply click on the ‘Upload File’ button and upload an image or choose one from the WordPress media library.

    Additionally, you create more personalized emails, you can use dynamic text in your emails as well.

    You can find the list of these variables at the bottom of the tab, and you can paste them into your emails to customize them to your individual customers.

    Add dynamic text

    When you’re happy with your purchase email receipts, simply scroll down and click on the ‘Save Changes’ button.

    Bonus Tools to Sell More Excel and Google Spreadsheets

    Now that you’ve successfully added Google and Excel spreadsheets to your website, your next step is to convince the visitors to buy your downloads.

    Here are some of our top picks for plugins that can help you sell more Excel and Google spreadsheets.

    • OptinMonster is the conversion optimization software on the market. You can use it to create optin forms to grow your email list and convert visitors into paying customers. It can also reduce shopping cart abandonment.

    We hope this article helped you learn how to sell excel and Google spreadsheets online. You may also want out check out our guide on best email marketing services, and see these easy ways to drive traffic to your website.

    If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

    The post How to Sell Excel or Google Spreadsheets in WordPress first appeared on WPBeginner.

  • Flexible eCommerce Identity Verification for WooCommerce

    In this article, I’ll introduce you to a service called Trust Swiftly and show you how to use it to protect your WooCommerce store.

    The post “Flexible eCommerce Identity Verification for WooCommerce” first appeared on WP Mayor.

  • How to Create a Thank You Page in WordPress

    Do you want to create a thank you page for your WordPress website?

    Showing a customized thank you page can help you build a strong relationship with your audience. You can keep people engaged, bring them back to your site, and boost sales.

    In this article, we will show you how to create a thank you page in WordPress, step by step. Plus, we’ll also show you when to display your thank you page such as after someone submits a form, makes a purchase on your site, and more.

    How to create a Thank You page in WordPress

    Why Create a Thank You Page in WordPress?

    A thank you page is a web page you can show to your users when they perform an action or complete a task on your WordPress website.

    For example, you can show a custom thank you page on your online store after a customer purchases a product. This allows you to cross-sell and upsell your best products and offer exclusive discounts on subsequent purchases.

    Similarly, a thank you page can help build an email list and grow your social audience. You can show social sharing buttons to promote your Facebook, Twitter, LinkedIn, and other social media channels.

    Another situation where a thank you page is helpful is when a user submits a form or leaves a comment on your site. You can show your most popular posts on the thank you page and drive more traffic to your important blog posts.

    That said, let’s look at how you can easily create a thank you page in WordPress and how to trigger it in different situations.

    Simply click the links below to jump ahead to your preferred section:

    Creating a Thank You Page in WordPress

    The best way to create a thank you page in WordPress is by using SeedProd. It is the best website builder and landing page builder plugin for WordPress.

    The plugin offers drag-and-drop functionality and lots of customization options. Plus, you get to choose from pre-built templates to edit the thank you page according to your liking.

    For this tutorial, we will use the SeedProd Pro version because it offers pre-built templates, email integrations, WooCommerce blocks, and more. You can also use the SeedProd Lite version for free.

    First, you’ll need to install and activate the SeedProd plugin. If you need help, then please see our guide on how to install a WordPress plugin.

    Upon activation, you can go to SeedProd » Settings from your WordPress admin panel. From here, enter the license key and click the ‘Verify key’ button.

    Entering the SeedProd license key

    You can find the license key in your SeedProd account area.

    After the verification, you’ll need to head to SeedProd » Landing Pages from the WordPress dashboard and click the ‘Create New Landing Page’ button.

    Add a New SeedProd Landing Page

    Next, SeedProd will show you different page templates.

    You can filter them from the top to view thank you page templates. From here, simply hover over a design you’d like to use and click the orange tick button.

    Select a thank you page template

    A popup window will now open. Go ahead and enter a name and URL for your thank you page.

    Once that’s done, you can click the ‘Save and Start Editing the Page’ button.

    Enter a name for your thank you page

    This will launch the SeedProd drag-and-drop page builder.

    You can now customize your thank you page by adding new blocks from the menu on the left or rearranging the existing blocks.

    For instance, there are blocks for images, text, headlines, videos, contact forms, social profiles, and more.

    Customize your thank you page

    If you click on a block in the template, then you’ll see more options for customization.

    For example, you can edit the text, changing its font, size, spacing, color, and more.

    You can edit existing blocks in SeedProd

    When you’ve made the changes, don’t forget to click the ‘Save’ button at the top.

    Next, you can click the ‘Connect’ tab and integrate email marketing services. This is useful if you’ve added a contact form to your thank you and would like to collect leads from customers.

    Connecting email marketing services to SeedProd

    After that, you’ll need to head to the ‘Page Settings’ tab at the top.

    Here, click the Page Status toggle to change it from ‘Draft’ to ‘Publish.’

    Publish your thank you page

    Don’t forget to click the ‘Save’ button at the top when you’re done.

    You can now visit your website to see the thank you page in action.

    Visit website to see thank you page preview

    Now, let’s look at different situations when you can trigger the thank you page so that your visitors see it.

    Show a Thank You Page After Form Submission in WordPress

    After creating a custom thank you page, you can display it when a user submits a form.

    For example, you can show social media icons when a visitor signs up for an email newsletter using a form. This way, they can also follow you on different social platforms and help grow your followers.

    Similarly, if a user fills out a feedback form, then you can show useful guides, videos, or promote your best content on the thank you page.

    With WPForms, you can easily create all types of forms on your website and show a custom thank you page. It is the best WordPress contact form plugin that offers pre-built templates and lots of customization options.

    For more details, please see our guide on how to create a contact form in WordPress.

    To display your custom thank you page, go ahead and edit a form in WPForms. When you’re in the form builder, simply go to the Settings » Confirmations tab.

    Edit form confirmation settings

    Under the Confirmation Type dropdown menu, simply select the ‘Go to URL (Redirect)’ option.

    After that, enter the URL for your thank you page in the ‘Confirmation Redirect URL’ field.

    Enter your thank you page URL

    Whenever a user fills out and submits a form on your website, they’ll see the custom thank you page you created.

    Show a Thank You Page Upon Product Purchase in WooCommerce

    If you have a WooCommerce store, then you can show your custom thank you page when a customer purchases your product.

    WooCommerce has a default thank you page, but it’s not optimized for conversions. However, you can replace it with your own to get more sales.

    For example, you can upsell products on a thank you page, offer exclusive discounts, display the latest promotional campaigns, and more.

    Thank you page preview

    We have a full guide on how to easily create custom WooCommerce thank you pages that will walk you through the entire process, step-by-step.

    Show a Custom Thank You Page on Your Membership Site

    You can also display your thank you page on a membership website when someone purchases a subscription to access exclusive content or enrolls in an online course.

    With MemberPress, you can easily set up a membership site. It is the best WordPress membership plugin, and you can use it to sell premium content, subscriptions, digital downloads, and more.

    You can learn more by following our ultimate guide to creating a WordPress membership site.

    Once you’ve set up memberships, all you have to do is head to MemberPress » Settings from your WordPress dashboard and select the ‘Pages’ tab.

    Choose custom thank you page for membership site

    From here, you can click the ‘MemberPress Thank You Page’ dropdown menu and select the custom thank you page.

    This way, customers will be redirected to your thank you page whenever they complete the registration or subscription process.

    Show a Thank You Page After Comment Submission

    Another situation where displaying a custom thank you page is beneficial is after comment submission.

    When a visitor submits a comment on your WordPress blog, you can take this opportunity to show your most popular articles or evergreen content through a thank you page.

    First, you’ll need to install and activate the Yoast Comment Hacks plugin. For more details, please see our guide on how to install a WordPress plugin.

    Upon activation, you can go to Settings » Comment Hacks from your WordPress dashboard.

    Next, scroll down to the ‘Redirect first time commenters’ section. Now, click the ‘Redirect to’ dropdown menu and select your custom thank you page.

    Redirect users to thank you page on comment submission

    Save your settings, and the thank you page that you selected will appear any time a visitor leaves a comment for the first time.

    You can see our detailed guide on how to redirect users after form submissions in WordPress for more information.

    We hope this article helped you learn how to create a thank you page in WordPress. You may also want to see our ultimate WordPress SEO guide for beginners and the must-have WordPress plugins for business websites.

    If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

    The post How to Create a Thank You Page in WordPress first appeared on WPBeginner.