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WordPress for Dummies – Build a Successful Website Guide

We’ve written this free, beginner friendly online WordPress for Dummies to help you make a website and market it. This is a digital step-by-step guide that covers everything from initial setup to getting users to visit your site.

Why is our guide better than a printed book?

  • It’s always up-to-date and doesn’t contain outdated information
  • It’s free to use and includes easy-to-click links
  • It contains many explaining images for extra clarity
  • It’s easier to follow while using a computer

Table of contents

1. Domains, Hosting & Installing WordPress
2. Using themes For Your WordPress Site
3. Customize Your WordPress Site
4. Setting up Your Blog
5. WordPress Plugins You Should Use (& Why)
6. Connecting Your WordPress with Google Analytics
7. Start Digital Marketing
8. Lead Generation With WordPress
9. Basic Marketing Automation Explained

Why WordPress?

At the time of writing this, WordPress occupies 32% of all the websites on the Internet today. It’s the world’s most popular content management system.

Here’s how the distribution is, in comparison with other platforms and content management systems, according to Kinsta

WordPress has long been the number one choice for millions of individuals and businesses of all sizes. WordPress powers the small guy. It also powers several big name brands. You can use WordPress as a blog, a small business site, a large portal, an online magazine, a job board site, or whatever you can possibly think of.

The sheer reach and popularity of WordPress are enough for you to drop all other considerations and just run for WordPress without looking back.

With WordPress, you get the following benefits:

  • Fast & Easy Given how expansive WordPress is, literally every web hosting solution allows you to Install WordPress in less than 5 minutes flat. No messing with code. No need to set up servers. No need to make a fuss.
  • Helpful community There’s an entire ecosystem of products, services, SaaS tools, and a thriving developer community around WordPress. If you ever need help, you’ll never be left in the dark.
  • Design it yourself There’s no need for designers and developers when you are looking to design and manage your websites. WordPress builders such as Divi, Beaver Builder, and Elementor have changed the way you design and manage your WordPress websites.
  • Multiple options with hosting WordPress is also blessed with some really respectable hosting solutions (which are also simple and easy to use while rendering your websites fast, efficient, and delightful to manage.
  • Lots of designed themes There are a sheer number of premium themes, plugins, and tools available for WordPress.
  • Supercharge your marketing From a marketing perspective, absolutely every marketing tool that you might want to add to your marketing stack integrates with WordPress.
  • Publish quickly With WordPress, you can literally design your website in less than a day and get to the actual hard work of doing digital marketing such as blogging for leads, growing your email list, or to distribute your content regularly on social media.

With that out of the way, let’s proceed with step-by-step instructions on how to host a WordPress site, installing WordPress, adding and managing themes, and more.

Step 1: Domains, Hosting & Installing WordPress

Getting a Domain Name

Your domain name is your website name. It gives your website or your brand a unique identity. Purchasing a domain name makes you the sole owner of that particular domain. Your domain name can end with the familiar “.com” or “.net” or one of the several new extensions available for domains today such as “.video”, “.agency”, “.design” and more.

Tips to Choose Your Domain:

  • If you have a business or if you are starting a personal website, your domain should ideally be the name of your business or your own name (popular extensions are .com, .net, .org, .biz, .agency, .io, .co, etc.).
  • Domain names should be as short as possible, easy to remember, and without any fancy characters.

You can purchase domains from domain name registrars such as:


Bluehost provides a free domain with any web hosting plan you pick. So, you don’t have to buy a domain name separately, which usually costs $10 to $12 per year. We will cover it in the next steps under “Choosing your hosting plan”.

Hosting your WordPress Website

Your website is a collection of code, files, scripts, images, and text. All of this is data that needs to be hosted on a server. Instead of actually buying and maintaining a server all on your own, you could just “rent” space on a server managed and hosted by professional companies called web hosting companies.

When it comes to hosting WordPress websites, you have two distinct options:

Shared Hosting

Shared hosting is the most popular option among several WordPress website owners due to its low costs, ease of management, and worldwide availability. Shared hosting is when a web hosting company hosts your website on a server that’s also shared with other website owners to essentially make hosting available to you at a much lower cost.

Some of the popular shared hosting providers are:

Note: For the purposes of this tutorial, we’ll be using Bluehost as an example.

WordPress specialist Hosting

Some web hosting companies specialize in hosting WordPress websites specifically by using technology, infrastructure, and tools very specific to the needs of WordPress websites. WordPress specialist hosting companies also have other services included (along with WordPress hosting) such as:

  • CDN (Content Delivery Network) A worldwide cluster of servers available to help load your website content much faster, to any visitor from anywhere in the world.
  • Free SSL Certificates Giving your website much-needed security in the form of a “secure socket layer” — also called as SSL — to make your website use the HTTPS:// website protocol instead of the usual “HTTP://” (and hence make your website visitors trust you more)
  • Malware and hacking protection Wordpress websites are popular, and so they are attractive to hackers and malware attacks. WordPress specialist hosting companies also provide free protection from malware and hacking attempts on your website.
  • Staging & production Environments WordPress hosting companies often provide you with extra features such as staging and production environment so that you can make all the changes you need (website redesign, adding or upgrading plugins, and changing themes) on a staging environment instead of your actual website so that you don’t break your website while making changes.

Here are some popular WordPress specialist hosting companies:

Get a Web Hosting Plan

In the previous steps you learned about domain names and hosting options. Remember, I told you, that you can get a domain free with Bluehost. How does this work?

Bluehost provides a free domain with any web hosting plan you pick. So, you don’t have to buy a domain name separately, which usually costs $10 to $12 per year.

1. Go to

Bluehost homepage

2. Click on “Get started now” to get to web hosting packages that you can select from.

The basic package is more than enough for you to get started.

Bluehost hosting plans

Note: You also have the option of selecting the “Pro Version” which gives you website backup to obviate the need for you to manually backup your website regularly. Domain privacy is also a good thing, if you intend to keep the domain owners identity a secret.

3. Select the package you wish to go with, and select your domain:

Bluehost choose a domain

New domain Enter the domain name of your choice (along with the extension such as .com or .org or others) and wait for Bluehost to confirm availability.

I have a domain name If you already have a domain name (purchased elsewhere like, use this option instead.

Don’t worry. If you can’t seem to decide on your domain name right away, you can also decide this later. Just click on “Choose Free Domain Later”.

Bluehost choose domain later

4. Fill up your details

Along with name, address, and payment details, to complete your registration with Bluehost.

Bluehost fill your details

After you sign up, wait for bluehost to confirm your registration.

Bluehost will also send you helpful emails with all the details you need (such as domain, hosting plan details you picked, ftp addresses, important support links, etc.).

Installing WordPress in Bluehost admin

Log into your Bluehost account. After you log into Bluehost, you’ll be able to see the following dashboard. Under the “website” section, look for “Wordpress” and click on it.

Bluehost install wordpress button screenshot

Follow the easy setup wizard and you’ll be able to set up your WordPress website in three clicks or less.

For installation to progress, you have to select the domain on which you want your website installed as shown below.

Leave the “directory” field empty.

Bluehost WordPress installation first step screenshot

In the next step, give your website a name (title), your primary email address, admin username, and an admin password.

Bluehost wordpress install second step screenshot

Check all the boxes as shown above, and click on next.

Your WordPress website will now be installed on the domain you selected. At the time of this writing, a default WordPress theme called Twenty Nineteen will be automatically installed.

The WordPress site you installed will live on [replace “yourdomain” with your actual domain name]

However, you are the admin of your site and you can log into the backend of your site by using a URL like 

This information will be displayed soon after you install your site.

When you click on your own link, you’ll see a login screen:

Wordpress login screen screenshot

Enter the username you’ve created at the time of installation and password to enter your WordPress dashboard.

Step 2: Using themes For Your WordPress Site

WordPress works with themes. It’s these themes that’ll determine how your WordPress website looks and functions. Each theme comes with functionality and features that make that particular theme unique.

WordPress also ships with a default theme called “twenty nineteen”. You could use this theme if you like.

But let’s dig into other options that we have available to us.

There are plenty of free and paid WordPress themes that you can purchase and download from the market. You’ll never be short of inspiring designs that you can use for your business.

After installing WordPress on Your domain, you have several ways to decide the theme for your Website.

Option 1: The WordPress Themes Gallery

By default, WordPress will be installed on your domain with the WordPress’s default Twenty nineteen theme. Additionally, you’ll be asked to select a theme from inside Bluehost while installing (above).

In case you want to change your theme or explore new themes, log into the back end of your WordPress, and you’ll find the familiar WordPress Dashboard.

How to Install a WordPress theme?

On the left side panel, go to Appearance > Themes > Add New

Wordpress appearance themes add new button

Choose from “featured”, “popular”, “latest”, or search for a particular free theme if you have something on your mind.

Find the theme of your choice, hover on the theme and you’ll see options to “Install” or “preview”.

Option 2: Themes from marketplaces & third-party themes

Apart from the main WordPress repository for themes, there are thousands of developers, theme development companies, and marketplaces you could purchase or download WordPress themes from.  

Exclusive Theme Developers:

Theme Marketplaces:

How to Install a Purchased WordPress Theme?

If you purchase themes from any other place (apart from the official WordPress directory), you’d get a “.zip” file as a part of that purchase.

You’ll have to upload this file as shown.

From within your WordPress dashboard, Go to appearances>Themes> Add new> Upload theme (upload the complete .zip file as it is).

Wordpress appearance themes add new button

Once your theme is uploaded, you may activate it and your website will look like the theme you downloaded (You’ll still have to customize your theme)

Step 3: Customize Your WordPress Site

Customize your theme by using WordPress Customizer (Appearance > Customize) and Theme Options (if your particular theme allows it).

The basic steps when you customize are to:

  • Upload your logo
  • Upload your website favicon
  • Change colors of your theme (depending on your brand), if your theme allows for this.
  • Change layouts.
  • Edit your permalinks
  • Other settings

To start customizing, look for the option “Customize” in your WordPress Backend (left side panel):

You’ll get to a panel that looks like this:

Wordpress Customizer screenshot

Click on each of those settings in your customizing panel to change various aspects of your site. General settings, navigation settings, headers, footers, menus, and more.

On the left side panel, go to settings, and click on “General”

Wordpress general settings menu

At the top of the options list on the “General” settings page, add a title for your website (usually the name of your brand or business) and add a tagline for your business (You can always change these later)

Wordpress site title and tagline screenshot

Next, click on “settings again” and click on “Permalinks”.

Wordpress permalink menu screenshot

On the permalinks page, we need to change the WordPress defaults. Select the permalink as shown below, which should be something like 

Creating pages

Next up, let’s add basic pages to your WordPress website.

From the WordPress menu to the left, click on pages and start creating your first page.

Two ways to edit content

From WordPress 5.0 the Classic Editor pictured below is replaced with the new Gutenberg Editor. The only thing that changed it the way to edit content, everything else stayed the same. To learn about the new editor or how to change back to the old one, please read our WordPress Gutenberg Editor Tutorial next.

Wordpress pages menu screenshot

Click on pages, Give your page a title, and add your page.

Wordpress add new page screenshot

Wordpress add new page screenshot

You could start by creating a few simple pages as follows:

  • Home
  • About
  • Services
  • Contact

Creating & Managing Blog Posts

Just as you’d add and manage pages, you can also add and manage blog posts. From the WordPress menu, click on Posts> Add new post > Add a Title > Add Content.

Wordpress posts menu screenshot

Wordpress post editor WYSIWYG screenshot

You can use the WYSIWYG (What You See is What You Get) editor (soon to be replaced by Gutenberg) editor to create your blog posts.

Managing Menus

Your theme will allow you to display your main menu(and secondary menus) in various locations, depending on design. You can easily manage menus by going to Appearances > Menus

Click on “Menus”, and then add pages, links, and other elements to your menu. On the right side, you can also change the position of each block inside your menus.

Wordpress menu items list screenshot

Step 4: Setting up Your Blog

By now, you’d normally have your domain, a web hosting package with WordPress Installed. You’d also have used a free WordPress theme or purchased (and uploaded) a third-party theme to your WordPress website.

After initial customization (like adding your logo and changing the colors to get your website on brand), it’s time to set up your blog.

WordPress was originally built for blogging, so adding a blog to your website is often as simple as adding an actual page and marking this page as the “blog home”.

Create a page and give it a title as “Blog”. Be sure to have another page titled as “Home”.

Go to customize, and choose from settings to set your “blog” page as the page that shows blog posts and another page ( e.g: Home) to be set as the main homepage for your website.

Step 5: WordPress Plugins You Should Use (& Why)

WordPress functionality comes from its rich ecosystem of plugins built by plugin developers, businesses, and several others who are a part of the global WordPress community.

According to CodeinWP, there are over 50,000+ actively managed plugins in the community today. Listing all of the plugins is pointless. However, there are some tried-and-tested plugins that you’ll absolutely need for your new WordPress website.

Note: Don’t go overboard and upload too many plugins. If you have too many plugins, you risk slowing down your website along with some security risks, vulnerability, and more.

WordPress for Dummies suggests that you use these top WordPress plugins:

Google Analytics By MonsterInsights

Instead of getting your hands dirty and messing with code — or hiring a developer — to add Google Analytics tracking to your website, just use the Google Analytics by MonsterInsights [ ].

With more than 15 million downloads, the popular analytics plugin is all you need to easily connect your WordPress website with Google Analytics. Once you upload and activate the plugin by connecting to your Google Analytics, you’ll have a holistic view of all the traffic your website gets along with plenty of rich data that Google Analytics provides for you.

Yoast SEO Plugin

WordPress is already SEO friendly, right out of the box. Yet, there are several steps you’d need to take while optimizing each page and blog post for SEO. Thankfully, the Yoast SEO plugin does all the heavy lifting for you.

Yoast SEO plugin is a free plugin that you should upload to your WordPress website. This plugin takes care of all the groundwork you need to do for optimizing your website for search, for social media, and to help you do on-page SEO for each page and blog post that you’ll publish.

Contact Form 7

Your website visitors should find it easy to get in touch with you, reach out to you with questions, or start conversations with you. Forms are the way all that communication happens between you and interested visitors. Contact Form 7 is a reliable and versatile forms plugin for WordPress giving you an easy way to create forms for your contact page, recruitment, surveys, marketing, and anything else you’d need forms for.


For most WordPress websites, security is critical. As established before, successful WordPress websites require active security management.

Sucuri [] is a complete security solution and boasts of the most comprehensive tools and support for WordPress security.

By uploading the Sucuri plugin, you can take a seamless approach to WordPress security, analyze threats, prevent hacking, and more.


Think of Jetpack as a collection (or a suite) of plugins instead of just one plugin. Jetpack comes with plenty of functionality that you’ll find useful to manage and run your WordPress site. As of 2018, Jetpack [] has everything you need to design, promote, and manage your WordPress site including popular features such as:

  • The ability to design your WordPress site, use new themes from marketplaces
  • Compressing images and videos to help boost your site speed
  • Comprehensive security features to keep your website protected
  • Enhance your visitors’ user experience by adding search features such as ElasticSearch
  • Get access to website related analytics and statistics
  • Schedule promotions to social media sites in advance
  • Take daily or regular backups of your site.

The team at jetpack is constantly adding new features making it a truly comprehensive and must-have plugin for your WordPress website.


Lead generation (see the last section for more information) is critical for your business and WordPress makes it easy for you to use marketing-based lead generation plugins for WordPress. One of the more popular lead generation plugin today is OptinMonster.

Optinmonster allows you to create pop-ups, opt-in forms, calls to action, full-page landing pages, welcome mats, and slide-ins to help you generate leads from the visitors you get on your WordPress site.

You can also use timed pop-ups, exit pop-ups, links that trigger pop-ups, and opt-in forms for your blog sidebar.

Step 6: Connecting Your WordPress with Google Analytics

Peter Drucker once said, If You Can’t Measure It, You Can’t Improve It. You’d never know if you are doing well with your marketing efforts if you didn’t measure. The starting point for all websites as far as analytics, tracking, and data is Google Analytics.

Connecting your website with Google Analytics is the first step towards setting up a reliable system to measure visits to your website, where you get your visitors from, what your visitors do when they arrive on your website, how fast your web pages load, and more.

With WordPress, you could choose to add your Global site Tag manually (as above). If you choose to go this route, here’s a handy guide to add Google Analytics tag to WordPress without using plugins [].

Or use appropriate plugins to easily add Google Analytics to your WordPress website. Here are a few plugins that make it easy for you to integrate Google Analytics:

  1. GA Google Analytics by Jeff Starr [ ]
  2. MonsterInsights []
  3. Jetpack By Automattic [ ] — an All-inclusive plugin that also has a feature to connect with Google Analytics ]

Setting Up Google Analytics “Views”

After your site starts receiving traffic, Google Analytics gives you a “view” called “All Website Data” — this is a naked, unfiltered view of all the hits your website receives. You’d ideally want to add a few more filters and create a new view which gives you more accurate information.

This way, you’d have specific views (depending on how you create them), such as below:

In the example above, the “default clean” view particularly removes incoming visitor data when a few parameters are met:

Removing yourself or your team members from analytics data (by adding your own IP addresses), as shown below:

Select “predefined”, choose “Exclude”> Traffic from IP addresses > That begin with > [Add your IP addresses] > select your view (above) to apply these rules to:

Not counting any visits or traffic attributed to bots, spammers, etc. Select “custom”, choose “exclude”> Campaign Source > that begin with > [filter pattern] > select your view (above) to apply these rules to:

Note: Feel free to copy and use filter pattern:

offer|free\-|share\-|mercedes|buy|cheap|semalt|googlsucks|benz|sl500|hulfington|buttons| darodar|pistonheads|motor|money|blackhat|backlink|webrank|seo|phd| crawler|anonymous|\d{3}.*forum|porn|webmaster|flipboard|fl\.ru| mbca|ahrefs|game|\.io|^sex|^video

Creating Goals

Finally, one of the most forgotten but important steps is to create “goals” for your website pages.

Typically, it helps if each of your website pages has a specific goal assigned to it. To simplify, let’s take the case of a consultant’s website. Assume that the primary goal of that consultant’s website is to get requests for appointments.

For this example, you could create a goal as “consulting appointments”. Thankfully, Google Analytics provides you with templates within, for you to use. Select “make an appointment” as your goal.

As you can see, you can also set up several other types of goals like “reservations”, “lead sign ups”, “contact us”, and more, as shown below.

You can also set up your own goal (depending on your business) and skip the templates completely.

You have to specify (and let Google Analytics know) that meeting certain parameters accounts for completion of this goal. For this financial consultant’s website, Google Analytics track and account for a completion of goal when a specific page is loaded.

For the consulting website example, it’s the “thank you” page that’s the final destination page with the value: 

Similarly, you can specify exact destinations (specific pages) for sales, registrations, lead signups, content views, events, and more.

You also have the option of creating other goals with various other parameters.

Your Google Analytics Data

After the basic set up above, wait for a day or two to let Google Analytics collect data. Google analytics will track a lot of data, including:

  • Average visits per day, month, and year.
  • Active users
  • How do you acquire users?
  • Comparative data of user sessions compared to a previous period.
  • Loyalty, engagement, and cohort sessions
  • Geographic distribution of your website visitors
  • Sessions by device type

Of course, you could get as granular and comparative as you’d like by getting into several details available to you at any time from within your Google Analytics account.

As you keep getting traffic to your website, your default Google Analytics dashboard will look like this:

Analytics tells you how you perform, the decisions you need to take, and the strategy you need to implement to achieve business results. Google analytics then, is a great starting point.

Step 7: Start Digital Marketing: Blogging On Schedule, Social Media, & Growing Your Email List

Once your website is set up and connected to Google Analytics, you are ready to start blogging for your business, sharing your content on social media, and to start growing your email list.

To start with Inbound marketing (or content marketing as it’s called), you can start with:


Blogging for your business helps you open a window of communication with your existing and potential customers.

As you write and publish on topics that relate to your business (including how your products and services can help your audience), you start gaining readership, trust, authority, and credibility.

Blogging also starts getting you traffic (visitors). As more people find your content on the web and as your readership advances, you are priming up your potential customers to buy from you (when they are ready to buy).

Blogging gets you traffic. Some of those visitors will become regular readers. Some of those readers will eventually buy from you.

Social Media

By sharing what you publish on your blog (in addition to sharing other content that your followers can find useful and relevant), you’ll amplify your presence on the web. Additionally, you’ll also have a way to communicate with your audiences (including existing customers and potential customers).

You could have accounts across social media networks such as LinkedIn, Facebook, Twitter, Instagram, Pinterest, and Snapchat.

Maintain your brand presence across all social networks and keep up the small talk, engagement, and traction that your content will begin to get.

Growing Your Email List

Email marketing gives a return of 4300%. In other words, if you spend $1 on email marketing, you have the potential to get $43 back on what you spent. This applies only to subscribers that you’ve earned over a period of time.

To do email marketing right, you’d have to first grow your list of subscribers by making sure that the visitors to your website (regardless of where they come from) actually sign up to an offer you’ll make.

By offering certain perks, for instance, you can grow a targeted list of people interested in your business or brand (or both:

You could give away a free eBook, white paper, a free trial, a free online course, a blueprint, a checklist, etc.

Here’s an example of Leadpages giving away 14-day free trial to grow its own list of subscribers:

Step 8: Lead Generation With WordPress

With a well-designed and active website, you can establish a brand, create good impressions, generate goodwill, and make an impact.

However, the only viable need for a website is to generate leads for your business. Whether it’s a blog or a full-fledged business website, it’ll all boil down to lead generation in the end.

There are several ways to generate leads from your WordPress website but the most important point is that the design and layout of your website are only the starting points of lead generation.

Most WordPress websites depend on Calls to action, buttons, and lead generation elements to generate leads after visitors arrive on your website. Here are a few examples of how leads are generated for various types of websites on the Internet:

Home Page, Designed as a Landing page

Design your website home page as a landing page and make the most of the traffic that your website receives. Landing pages as home pages are minimalistic and optimized to get you leads.

Need an example? See how Brian Dean of Backlinko has a full top section of his homepage designed like a landing page, primed to get leads.

Here’s another example of a homepage designed as a landing page by Noah Kagan (of the AppSumo fame) on his personal website at OkDork

Use your Blog Sidebar

The sidebar on your WordPress blog comes as standard (you’ll be able to remove it completely on some themes, if you want to). You can use this real estate to collect leads since this sidebar remains the same while your visitors read blog posts.

Here’s how Tim Ferris uses his sidebar to make blog readers subscribe (or download) his popular podcast on iTunes:

Want another example? The folks at Unbounce use their sidebar to have users sign up for a free trial or to have them checkout new features within their landing page builder.

If you are planning to keep the sidebar on the blog, it’s a best practice to keep the sidebar minimalistic and add the most important call-to-action on it. You can also use your sidebar to have people follow you on social media too.

Pop-ups,Exit Pop-ups, Slide-Ins, & CTAs Under Blog Posts

By using pop-ups, slide-ins, and by adding opt-in forms or Calls to action under blog posts (or even in the middle), you can maximize lead generation on your WordPress website as you get traffic thanks to your overall Inbound marketing efforts.

Here are some examples:

Sleeknote uses Calls to action in the middle of their blog posts with a dark blue background to make blog readers take action (such as signing up for their resource guides or content upgrades).

Slide-ins appear (from the far left bottom of the page or from the left side of the page) when users scroll to a certain extent or after visitors spend certain amount of time. You’ll determine how long they should spend on a page or how far they should scroll down a page.

Here’s how Campaign Monitor uses a slide-in to generate leads from their blog:

You can also use:

  • Exit intent pop-ups Displayed when visitors are about to leave your website
  • Pop-ups, Slide-ins, CTAs under (or in the middle of) blog posts with countdown timers
  • Full-page display pop-ups (these pop-ups cover the entire page until users take action)

With WordPress, there are several ways to generate leads. However, the examples shown above are the most popular for a simple reason: they just work.

Step 9: Basic Marketing Automation Explained

Your business is already hard to run, with its own share of problems. As an entrepreneur, your time is stretched while your resources are limited. That’s why marketing automation holds promise.

Thanks to the technology available to all of us today, it’s not just large companies like Amazon that can use marketing automation; absolutely everyone can use automation.

From getting visitors to qualifying leads; from managing leads to turning them into customers, you can use business automation) in any business function. Marketing automation refers to the marketing tools, processes, and systems you’ll use to automate (or semi-automate) your marketing process.

Image Credits: PushAlert

Of all the marketing automation you can do, email marketing automation is the fastest and the most achievable type of automation for most businesses and individuals.

By using simple-to-use but highly-efficient and capable email marketing automation service provides such as Mailchimp, Campaign Monitor, ConvertKit, and Drip — in combination with lead generation tools (above) — you can practically automate how you generate leads, manage your leads, and then convert them into customers.

Here’s a diagrammatic representation of how the first example of marketing automation looks like:

Note: Getting traffic to your website is common for all marketing automation systems to work.

There are several different processes (depending on how you do automation and your business itself) to marketing automation.

Here are a few common marketing workflows — along with possible marketing tools you could be using — that could be completely automated along with your WordPress website, without you having to lift a finger.

  • Get traffic → Generate leads using Pop-ups (Mailchimp Pop-ups, WordPress plugins, OptinMonster, etc.) → Connect with Mailchimp or Drip → Send autoresponders
  • Generate leads using Pop-ups (Mailchimp Pop-ups, WordPress plugins, OptinMonster, etc.) → Connect with Drip → Qualify leads based on “Lead Score” → Send email autoresponders
  • Unsubscribe Subscribers from your Drip email list if they don’t score above a certain number within your Drip account.
  • Segment your email list based on actions taken on your website by applying tags automatically.
  • Automatically track email list activities and track actions taken with your actual sales numbers (by linking Stripe or Paypal).


WordPress has the largest market share among other CMS systems for a simple reason: it’s easy to use, free to start with, provides you with several tools and apps to work with, and you have support available when you need it.

How well you use WordPress to meet your business goals is up to you.

If you feel our WordPress for Dummies guide has helped you with building and marketing your website, feel free to share it with your friends or mention it in your own blog!