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  • WordPress: Why I Use It, Recommend It, and Build Digital Projects Around It

    WordPress: Why I Use It, Recommend It, and Build Digital Projects Around It

    I use WordPress, create plugins and customize themes for WordPress, operate a specialized WordPress site hosting service, and provide commercial support to small businesses and nonprofits. Here is why I focus on WordPress and specifically maximizing the use of “core WordPress” rather than an alternative like Wix or even one of the WordPress “page builders” like Wix or Divi.

    If you’d like to work with me, my contact info is below, but first I’d like to explain my enthusiasm for and obsession with WordPress. Like any software I’ve ever worked with, it has features that drive me crazy. But I love it, warts and all.

    Examples of my WordPress work include:

    • The RSVPMaker events and email marketing plugin I’ve been supporting and enhancing since 2010.
    • Support for the Swank Specialty Produce website and particularly the Swank Table gourmet dinner series, with event listings, RSVPs, and payments managed using RSVPMaker.
    • Support for the Florida Bulldog, a nonprofit investigative news website, including email newsletter distribution of new stories using RSVPMaker and the Postmark service.
    • Toastmost.org, a website hosting service for Toastmasters clubs and districts, using RSVPMaker for guest RSVPs and extensions for agenda and membership management. One recent addition is a Toastmost mobile app for iOS and Android (created with the React Native framework) that connects with club websites.
    • Quick Playground, my most recent plugin, which works with the WordPress Playground virtual website creation tool and is intended for quick creation of demos and tutorials.

    Originally built by bloggers for bloggers, WordPress is the world’s most popular website building software. Yet it faces increasing competition from Wix, Ghost, Substack, Medium, Canva’s web page builder, and many other alternatives.

    Depending on what you want to do online, any one of those platforms might be right for you. Or you may want to pursue a multiplatform strategy, for example using WordPress for your blog and marketing but another platform for ecommerce.

    Or you can put WordPress at the center, which is my bias. You can also add ecommerce or most any other functionality to your WordPress site, allowing you to manage everything in a more unified and consistent way.

    Infinitely customizable

    I stick with WordPress because it is almost infinitely customizable, with a plugin model that makes it possible to add specific features as you need them. You can choose from a wide variety of free plugins and premium plugins (often sold as an upgrade to a free version) or create custom plugins, either by yourself or by working with a web developer.

    Almost 2500 plugins for ecommerce

    This is why WordPress is often recommended as the right choice for small businesses, even as the alternatives proliferate.

    For example, the RSVPMaker plugin for event and email marketing that I’ve been supporting since 2010 started out as a custom event registration function for a candidate for mayor (he won), and I’ve been improving it ever since. While it competes with similar plugins from bigger companies, I use it for my own projects because I know exactly how it works and how to customize it. My knowledge of the WordPress programming interfaces also allows me to debug issues and create enhancements on top of other people’s plugins and with the core WordPress system.

    WordPress.org profile screen
    My profile on WordPress.org

    Other WordPress plugins, such as WooCommerce for WordPress-based online stores, have spawned their own ecosystems of consultants and add-on plugins.

    As with everything else these days, there is an AI story for WordPress, where you can dictate your requirements to a chatbot that produces additional functionality (or design tweaks or content) that may meet your needs.

    Regardless, the point is WordPress provides a core platform you can customize and improve on many different ways.

    Virtues and tradeoffs

    The differentiator is that WordPress is an open system with open programming interfaces and and an open marketplace for plugins and themes (designs). If you buy into a commercial platform such as Wix, you can choose from features offered by them and their business partners but not the same limitless options you get with WordPress. That’s not to say there isn’t also value in the simplicity of a smaller number of commercially supported choices, but you must be willing to accept the tradeoffs and pay the price of admission if you choose something like Wix.

    As for building a website in Canva, I can see why that would be attractive, particularly for those who have invested in learning the platform for other purposes like creating social media “poster” image promos. It might indeed allow you to create something simple that looks good very quickly. But your options for elaborating on that simple beginning will be relatively limited.

    What it means for WordPress to be “open”

    When I say WordPress is “open” I’m particularly thinking of the WordPress.org open source software supported by many different developers and web hosting services. There is room for debate about just how “open” it is, particularly in the wake of recent controversies over whether the main corporate backer of WordPress, Automattic, is dealing fairly with other creators of WordPress products and services.

    WordPress.org (open source)

    Automattic (company)

    Independent web hosting (open source)

    Automattic premium hosting

    Automattic runs WordPress.com, one of many web hosting services based on WordPress, as well as the WPVIP premium hosting service for major customers like Time magazine. A recent legal dispute between Automattic and WP Engine, an independent WordPress host, alienated some open source community members who questioned whether Automattic’s exercised an improper degree of control over community assets such as the WordPress plugins repository. Do a search on “wordpress drama” if you want the gory details.

    Much as I hated to see that drama, I tend to write it off as a factor of the natural tension between Automattic’s need to make money and its central role as a contributor to the open source project started by the company’s CEO more than 20 years ago.

    As a practical matter, WordPress remains an open platform for my projects and my clients. As new features are added to the platform, the technical details are documented so that I can take advantage of them for my own projects and my client projects. Because it is used by so many professional developers all over the world, including people who actively contribute improvements, the core platform is always getting better at things like supporting responsive designs that work as well on mobile phones as on a desktop computer.

    One other negative weighing on WordPress is that it is often in the news for security vulnerabilities — almost always as a result of flaws in plugins, rather than the core system. However, if you use plugins from reputable developers who will swiftly fix any vulnerabilities, you can avoid most of those problems by keeping your website up to date. The security issues are a symptom of the complexity of WordPress, which is the reason clients come to me for help.

    In addition to advising them on strategy, I address the technical details of security patches, plugin implementation, and customization of designs and functionality.

    WordPress isn’t for everyone, but it’s where I can be most helpful.

    Plain vanilla WordPress

    I embrace a specific style of WordPress development that emphasizes favoring core WordPress features over add-on programs, by which I particularly mean “page builders” such as Elementor and Divi.

    Examples of modern WordPress Block Themes

    Many WordPress consultants have built their businesses around these products and are passionately devoted to them. To my mind, they add unnecessary complexity. Maybe that’s partly because I never learned how to use them to their full potential, but I’m not motivated to do so now. On the occasions when I’ve taken over a website built with one of these tools, I get rid of them as quickly as possible. If I want to make it possible for a website owner to make their own changes and updates, there is enough I have to teach them about navigating the WordPress options without adding another layer of software on top.

    Page builders gained traction because they filled a need the developers of the core WordPress system were slow to recognize, which was the demand for the ability to create entire website designs using visual tools and minimize the need for coding. The Block Editor (explained below) was created in response to competitive pressure from not only the page builder plugins but commercial website builder platforms like Wix.

    When I first started using WordPress, it provided a basic web-based word processor for writing web page and blog copy, but changing the theme or design of the website required programming skills. Certain themes might provide options for limited tweaks, like changing the background color or adding a header image.

    Over a period of years, the core WordPress editors phased in and improved support for “Block Themes” that allow you to change every element of a theme design — the headers, the footers, the imagery, the layout, the templates for different types of content — without coding. Website owners still typically choose a theme with a color scheme and layout that’s close to what they want for their site, but if a Block Theme that’s a starting point rather than the end of the story.

    With a Block Theme, I sometimes mix in a little custom code using the CSS formatting language, but the circumstances where that is necessary are fewer with each release. There’s still plenty of room for pro web developers and designers to innovate — and there are even some new page builders that improve on the core block theme system rather than competing with it — but great websites are being built with nothing but core WordPress.

    The Block Editor

    The modern WordPress editor, known as the Block Editor (or Gutenberg) is built around the metaphor of content blocks that represent different types of web content — paragraphs, headings, images, videos, and interactive features — as well as layout and organizational blocks like columns, rows, and grids.

    The Block Editor replaced what’s now known as the Classic Editor, a simpler text formatting editor with limited multimedia capabilities. Some WordPress users continue to cling to the Classic Editor, which can be re-enabled with plugins. I think they’re missing out.

    If you are not familiar, here is what using the Block Editor looks like:

    In the screenshot above, I’m showing a Document Overview sidebar on the left to make the nesting of the Image block inside the Group block easier to see.

    For every block, there is also a right hand Block properties sidebar displayed that allows you to set formatting and styling options. The one shown here sets a grey background color and white text color for the Group block, as well as some padding to separate the border of the group from the image.

    I’m not seeking to provide an in-depth tutorial in this post — my point is just to show the general structure that the block editor supports. Over the past several years, the block editor has evolved to also allow formatting of entire websites.

    The Group block is a generic container block you “wrap” around other blocks so you can assign custom properties like margin, width, and background color to that region of the page.

    If you are viewing this post on a desktop computer, you should be seeing this paragraph and the sidebar image displayed next to each other. For that, I used a Columns block set to allow 2/3 of the available space for the text on the left and 1/3 for the image on the right.

    If you view the same content on a phone or other mobile device where there isn’t room for the two items to be displayed side-by-side, the formatting automatically adjusts to display first the paragraphs and then the text. The CSS coding to support this “responsive design” is baked into the core WordPress platform.

    From content to design

    The new generation of Block Themes builds on this foundation to define page layouts. For example, here is what the website of my client the Florida Bulldog looks like in the Site Editor (the version of the Block Editor for modifying page templates).

    The home page design includes components for the page header and footer that appear on every page, plus a placeholder for the blog listings. Organizational blocks including groups and rows define the layout of the header, including the different background and text colors that surround the logo and the main menu. The menu, or Navigation component, contains links to important pages like the donations page for this public service website.

    To my mind, using blocks for both themes and web page content is an elegant solution, a fractal design. Zoom in to focus on the specific page or blog post. Zoom out to work on the overall design. Apply the same basic principles at every level of detail.

    Stuff I’ve learned

    With WordPress and digital media development there is always more to learn, but here are some of the things I’ve become proficient with:

    • Discovered WordPress internal functions, either through the documentation or by digging through the WordPress source code when documentation is missing or inadequate.
    • Integrated external services including PayPal, Stripe, Mailchimp, and Postmark.
    • Designed and styled websites and apps using Cascading Style Sheets (CSS).
    • Transformed existing WordPress themes into more flexible Block Themes.
    • Created dynamic forms and user experiences with using Javascript. Started with JQuery before progressing to React, a powerful but challenging framework WordPress uses for defining custom blocks.
    • Made the jump from React to React Native for coding iOS and Android mobile apps.

    Do it yourself or do it with help

    Part of my motivation for sticking to core WordPress features is to make it easier for clients to update their own sites, if they wish to do so. Often, they are just as happy to let me futz with the block editor and the site editor and the choice of plugins, which is fine.

    Or they may be comfortable with routine updates but want someone who knows their business to serve as an intermediary in a crisis such as a website outage.

    For example, the editor of the Florida Bulldog normally posts all the articles himself, but calls on me for backup when the site isn’t working properly, or if he can’t figure out how to do something himself. Just this morning, he called on me to help promote a limited time matching contributions deal for the nonprofit news website and to make a couple of changes to the main menu.

    More significantly, when he runs into a crisis like a website outage, I either solve the problem or act as an intermediary between him and the support staff at the web host and other service providers — who otherwise respond to requests for support with technical language he’s not equipped to deal with.

    Like most website owners, he is more interested in his business and his mission than the technical details of how the website operates. And I’m happy to sweat the details on their behalf.

    Another client, Geeks on Tour, is run by a couple of techies who teach technology for travelers and have a lot of WordPress knowledge find it useful to keep me on call to help with additional customizations.

    Working with me

    I do this work on a moonlighting basis, while working by day for the digital intelligence company Similarweb, so I have limited bandwidth for additional projects. But I’m looking to take on one or two in the coming months, and I love a challenge.

    If you would like to talk to me about building a a WordPress website or improving and supporting an existing one, write to me at david@carrcommunications.com and include “WordPress project” in the subject line.

  • Autoblue Connects WordPress Blog Posts to Bluesky, Shows Bluesky Comments on WordPress

    I’m experimenting with the alpha test version of the Autoblue plugin from Daniel Post, which makes it easy to cross post a blog to Bluesky and enables the display of any comments on that post on your blog. Has the advantage of being tied into Bluesky’s moderation system, which so far seems to be doing a pretty good job of filtering out trolls and spammers.

    Need to review this again.

  • Missing Links: Social Media Promos With Nothing to Click On

    Links made the web great, so why are they missing from so many social posts where the person posting clearly has a book, or an event, or a course, or a product to promote? The category of post I’m thinking of may include a QR code or a lovingly crafted promo “poster” (sometimes with a URL embedded in the image) but not a simple link for me to click on if I’m interested?

    Is not the point to make it as easy as possible for people to do the “right thing” by reading your article, signing up for your event, or considering your product?

    How helpful is a QR code?

    The QR codes mystify me as much as anything. To me, a QR code makes perfect sense as a way to direct someone to a URL without making them type in the address, particularly when conveying that message in a different medium such as print or TV. Wave your phone’s camera at a QR code and get directed to the right address for the promotion, or the registration form, or the restaurant menu. I’m reasonably technical, but I don’t know how to extract the URL from a QR code that pops up as an image in a social message stream on my web browser or my phone. It’s not immediately obvious. I’m told there is a way to do it, but wouldn’t it be simpler to include a link — in addition to the QR code, if not instead of it.

    Missing Zoom links

    A variation on this puzzle is the webinar / online event promo that includes the Zoom meeting ID and passcode as text embedded in an image. The experienced Zoom user knows they can go to the Zoom website and enter those coordinates, but how helpful is it to make them retype that information when it could be included in the text of the post? Better yet, why not include the Zoom meeting link in the text of the post?

    Legitimate issues: preview images and screen real estate

    Certainly, there are times when the programmatically preview image and snippet a social platform generates by default when you include a link is not ideal. So you upload a custom promo image instead of relying on the default. However, that doesn’t mean you can’t include a link also in the text of the post.

    On platforms that limit the length of a post, there may also be cases where you want to focus the initial post — the one people are most likely to read — on text introducing your subject or concept, along with an attention-grabbing interest. Then, if you have an article that expands on the topic, that link can go in the first follow up comment in the thread.

    Making them beg for more?

    These are the pet peeves of a direct communicator. I should acknowledge that some social media marketing strategists talk about creating “curiosity gaps” as a way of creating greater engagement, in which case forcing users to reply to your post by asking how they can learn more might not be a bad thing.

    If you’re withholding the link as a strategy, and that works for you, great.

    Most of the time, though, if they desired action you want people to take is to visit a website, or a product page, or a registration page, why not make that as easy as possible? Why make people post a follow up query or a do a search to find their way to the resource you want them to find?

    What’s wrong with a good, old fashioned link?

    Image by Pete Linforth from Pixabay

  • Setting up shop at Bluesky

    Setting up shop at Bluesky

    I just customized my Bluesky handle to be @davidfcarr.com and am testing the Simple Auto-Poster for Bluesky WordPress plugin.

  • Transforming a Single WordPress Block into a Block Variation with InnerBlocks

    One minor victory in the latest updates to my RSVPMaker plugin was figuring out a block transform to turn a single block, RSVPMaker Upcoming, into a variation on the Query Loop block.

    With this configured, the Transform To options displayed when you click on the calendar icon in the button bar include Query Loop — complete with a preview of what the transformed block will look like with my defaults applied.

    The tricky part was turning a single block (rsvpmaker/upcoming) into a version of the Query Loop (core/query) with preset InnerBlocks for the Post Template (a container for the blocks representing the post title and other elements, in this case including the event date and time).

    This related post explains what I was trying to achieve:

    The official Transforms documentation covers a number of use cases, including a scenario where you are transforming one block that contains InnerBlocks to another — you take the InnerBlocks object passed in by the source and pass it in to the createBlock call for “Transform to” operation. In my case, I needed to create the blocks from scratch.

    (more…)
  • “The Wide World of Hybrid Toastmasters,” Toastmasters Magazine

    My article The Wide World of Hybrid Toastmasters from the March 2023 issue of Toastmasters Magazine was based on my own experiences at Club Awesome Toastmasters in Coral Springs, Florida, and interviews with others.

    The article aimed to show the range of simple to sophisticated technology options available, as well as the important leadership and organizational dimensions of what makes a successful hybrid club.

  • Digital Transformation and IT Careers Articles for The Enterprisers Project

    The editor of The Enterprisers Project Laurianne McLaughlin, who I previously worked with at InformationWeek, recently recruited me to write a series of articles on digital transformation, as well as other topics like Robotic Process Automation and IT careers.

    This publication has a single sponsor, Red Hat, but I consider this work journalism rather than content marketing. These are the sort of useful, practical articles we strove to publish at InformationWeek (at its best) about savvy applications of information technology.

    Here are some of those stories.

    Digital transformation: 3 ways to make room for experimentation

    digital transformation stall

    By David. F. Carr | June 04, 2020Digital transformation demands experiments – some of which will not work. But many organizations struggle to get past the…READ MORE

    IT careers: 10 most in-demand IT jobs now

    it jobs 2020

    By David. F. Carr | May 20, 2020What IT jobs are in demand, even during the pandemic? What industries have to move quickly to ramp up…READ MORE

    IT careers: 8 telling statistics on jobs and hiring now

    IT careers 2020

    By David. F. Carr | May 15, 2020What’s happening in the IT jobs market during the pandemic? What roles are more or less in demand? Let’s…READ MORE

    Digital transformation: How community and collaboration drive results

    digital transformation characters

    By David. F. Carr | May 01, 2020What can internal community management bring to your digital transformation efforts? Grassroots support for change, for startersREAD MORE

    Open source meeting tools: 3 things to know

    open source meeting tools

    By David. F. Carr | April 24, 2020Considering open source alternatives to the likes of Skype and Zoom for online meetings? Here’s a look at some…READ MORE

    5 flourishing and 5 fading IT careers

    it careers

    By David. F. Carr | April 22, 2020Which IT careers are on the rise and which ones are disappearing? IT job hunters and hiring managers need…READ MORE

    Edge computing: 6 questions to ask before you start

    CIO Edge computing myths

    By David. F. Carr | April 15, 2020Before you start that edge computing project or strategy, experts advise you ask some key questions about fit, security,…READ MORE

    Edge computing vs. cloud computing: What’s the difference?

    CIO Edge computing myths

    By David. F. Carr | April 09, 2020Is edge computing just new branding for a type of cloud computing, or is it something truly new? Let’s…READ MORE

    Zoom tips: 6 ways to make meetings better

    zoom tips

    By David. F. Carr | April 06, 2020Now that meeting online is a necessity, do you know the various ways to control – and improve –…READ MORE

    How IT leaders can master the art of the elevator pitch

    Storytelling tips for leaders

    By David. F. Carr | March 11, 2020How polished are you at the quick conversation that makes a big impact? It’s crucial for IT leaders to…READ MORE

    When Robotic Process Automation (RPA) bots break: 3 things to know

    Robotic Process Automation (RPA) bots break

    By David. F. Carr | February 18, 2020Robotic Process Automation is supposed to automate tasks, but even well-designed RPA bots will break. Here’s what you should…READ MORE

    Robotic Process Automation (RPA) careers: 4 hot job titles

    rpa

    By David. F. Carr | February 11, 2020Whether or not you’re technical, understanding the possibilities of Robotic Process Automation could be your ticket to a career…READ MORE

    Machine learning case studies: How CIOs experiment without adding talent

    machine learning case studies

    By David. F. Carr | January 17, 2020Down-to-earth offshoots of artificial intelligence are increasingly accessible for digital transformation work. These projects tapped into machine learning –…READ MORE

    20 digital transformation leaders to follow on Twitter in 2020

    By David. F. Carr | January 15, 2020Committed to digital transformation this year? Follow these people for perspective and emerging lessonsREAD MORE

    Digital transformation leaders’ secret: Dump traditional org charts

    Digital transformation 2020

    By David. F. Carr | January 03, 2020MIT digital transformation expert Jeanne Ross says your organizational chart should look more like a set of APIs. The…READ MORE

    Digital transformation: How to personally brand yourself as a leader

    Digital transformation personal brand

    By David. F. Carr | December 23, 2019You’ve done some great digital transformation work: How do you make that part of your personal brand? IT leaders…READ MORE

    Digital transformation: 3 ways to manage security risk

    Digital transformation security

    By David. F. Carr | December 17, 2019How can IT leaders manage the security risks associated with digital transformation without becoming the department of “no”? Deloitte…READ MORE

    Digital transformation success: 5 takeaways from MIT Sloan experts

    digital transformation jeanne ross

    By David. F. Carr | December 05, 2019Not all of us can be digital natives. A new book by Jeanne Ross shares digital transformation lessons from…READ MORE

    Digital transformation: 3 leadership approaches that work

    Digital transformation leadership lessons

    By David. F. Carr | November 25, 2019Sometimes, digital transformation means getting bagels in customers’ hands faster. Listen to real-world stories of how to get –…READ MORE

    Online meeting tips: 6 ways to present yourself better

    online meeting tips

    By David. F. Carr | November 19, 2019We’re all doing more meetings with video. Use these etiquette tips and best practices to avoid flubs and get…READ MORE

    Digital transformation: 5 tricky ways technical debt holds you back

    Digital transformation ROI

    By David. F. Carr | November 16, 2019Surprise: Not all technical debt is bad debt for companies doing digital transformation work. But some can leave you…READ MORE