Vendor Tech QA Guide
WP Dashboard
Changed the Nickname to the Site Name
Upper right corner of WP Dash if logged in as Admin
Users > Admin > Enter Site Name in the Nickname field and then choose the new nickname in the "Display name publicly as" drop down.
Changed the Time Zone needs to the customers location
Settings > General > Time Zone
Deleted the Hello World Post
Posts
Turned off Post Comments
If blogs are not being used at all comments should be turned off by default.
Settings > Discussion > Default post settings > Uncheck "Allow people to submit comments on new posts"
Gravity Forms
Honeypot is enabled
If reCAPTHCA is enabled on the form this can be disregarded.
Forms > Form Settings > Form Options > Anti-spam honeypot is toggled on
Added unique subject line
Form > Notifications > Admin Notification > Subject
Guidelines
Should not contain "New submission from {form_title}"
It should contain a merge tag of some sort to ensure the Subject Line is unique for each entry. For Example: If Name is a field on the form then adding a merge tag to the subject line will help it to remain unique. "{Name:1} Sent you a Message from mycoolwebsite.com"
From email is set to @mydomain.com
Form > Notifications > Admin Notification > From Email
Should be adjusted to something like donotreply@mydomain.com. Should not be "{admin_email}"
Customizer Settings
Set Site ID and tagline
Site Title and Tagline should be set to the customers' information
Customize > Settings > Site Identity
Added CSS Template
The CSS template, found here, should be used on all builds regardless of CSS adjustments.
Customize > Additional CSS
Themer Layouts
Header and footer ARE active
Beaver Builder > Themer Layouts
Header and Footer should be published and both assigned to the entire site. There should only be one of each.
Blog and shop layouts ARE added and assigned correctly
Beaver Builder > Themer Layouts
The blog and shop pages, if applicable, should be set up and assigned accordingly. Please see the documentation here for more information.
Beaver Builder
Did NOT use Multiple rows and/or modules for device breakpoints
The most common place this is seen is in the header and footer layouts, but it has been done in other places as well. We want to make sure we are checking the Header, Footer, and the Home Page at the very least. Open the Beaver Builder Editor for Header, Footer, and/or Pages and look for multiple rows with duplicate content or even duplicated modules. When you hover over these items and an eye displays in the upper right, this indicates that the row, column, or module is set to display on a conditional basis. If you see this it needs to be corrected.
Did NOT use Modules/animations on the home page that effect performance
Please see this comprehensive list of items that should not be included on the homepage unless the customer specifically requested them. This is in the section labeled "Avoid on Homepage"
Did NOT set any Modules to display never
While hovering over a module, if you see the eye appear in the upper right corner, this indicates the modules is hidden. We want to make sure we are checking the Header, Footer, and the Home Page at the very least.
To verify, open the module settings, go to the advanced tab, and scroll down to the display settings. If this is set to never, the module should be removed as it causes the content to load unnecessarily.
Did NOT use Modules in place of post type alternatives
Use of Pop-ups, Sliders, Flip Boxes, etc... that hold large amounts of information that could be dropped in to a template need to be set up as posts or PODs instead. For Example: Team Members are displayed on the site in a single row, each team member has a name, title, image, and bio. If these are set up on any kind of interactive module, they need to be moved to a post or a POD instead. Here are some examples of the interactive modules that should be adjusted.
Before Interaction:
After Interaction:
Pop Up Module
Slider Box
iHover
Flip Box
Optimization
Updated Title tags and/or utilize snippet options
Title Tags should be updated to a unique title (provided by copywriting), and utilize the included snippet options from Yoast.
Page > Edit > Scroll to the Yoast Settings > Adjust the SEO title field
Guidelines
Added a unique Featured image for each page and post
Each page and post should have a unique featured image specific to its respective content. Typically, if you check on at least one post and an internal page, this will determine if the images have been set.
Page/Post > Edit > Featured Image
Added Alt tags to all media
This is only applicable for sites that have Marketing Services.
All media items must have alt text. Check out this guide for more info on the dos and don'ts for Alt tags.
Media > Open Image > Alternative Text
Completed everything to optimize GLH score
All steps outlined in this guide should be followed and notated on tickets if the GLH score is under 75
Main checks can be as follows:
- WP Rocket is Installed and Active
- Enable Caching for Mobile Devices is checked under WP Rocket > Cache > Mobile Cache
 
- Smush Pro is Installed and Active
- Local WebP has been set up correctly. To verify go to Smush Pro > Local WebP if the screen says Finish set up, then set up has not been completed.
Example of Completed Setup
Example of Incomplete Setup
- Check if Bulk Smush has been completed. Go to Smush Pro > Bulk Smush and see if the page displays that images still need to be smushed. If the Screen says 100%, Bulk Smush has been run.
 
Functionality
Used correct plugins for customers goals
For Example, If a customer wants to allow access to a specific page to only users with a login, they would need memberships. If that same user should have to pay a one time fee for access, they would need a product set up to connect to the membership. If they want it to be a subscription based access, they need a subscription product connected to the membership. etc...
Used approved plugins and any 1-time use plugins have been removed
No 3rd party or 1 time use plugins should be present on a customers site upon initial delivery. All of our approved plugins can be found here.
Plugins used have been set up correctly and work as intended for the end goal of the site
Plugins should be set up and ready for use in a way that aligns with the site goal. The only time it is acceptable to provide a site with plugins not fully set up, is when either a customer login is required to complete set up, or the customer has not provided the required information to complete the set up.
Woo Settings
Set store address
The store address should be set to the customers' provided main store address.
WooCommerce > Settings > General
Add and assign store endpoint pages
Store endpoint pages are required for the WooCommerce shop loops to work correctly.
WooCommerce > Settings > Advanced > Page Setup
Correct modules/shortcodes have been used on their respective pages
Each of the shop loop pages should have the correct shortcodes or modules in place. Click here for additional documentation.