Are you making a list and checking it twice?

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Sounds a little too much like a Christmas carol … but it’s a good tip. After launching your website, an area may change or a new area may be added to your business. Regardless if you are updating the site on your own or having Zen Agency make these updates, here are a few tips to help make the process smooth.

Step 1 – Gathering the List

Put together a list of all the information (photos, content, or emails) that you will be using to update your site.

Step 2 – Checking the List

Review all the content on your site. Does the information you gathered match the areas you’ve designated for changes? If not review your information and gather the missing pieces.

Step 3 – Submitting a Ticket to the Support Elves

Submit all this information to the support ticket system where Zen Agency’s support elves will take over. At this point if you are doing the updates yourself, you would log in and start making the edits to the site.

Step 4 – Checking it Twice

After updating your site you should review the page you updated and check to make sure all the information is visible. Check the styling and layout against the existing pages. Does the page information appear in the proper color, size or layout? If not, check the text setting of the words in the visual tab of the admin panel of an existing page. Change the new page settings to match.

The most common step that is overlooked by clients when submitting a support ticket is step #2. Being in a hurry to update a site with new policies, procedures and services can cause clients to forget to check their list twice, which often results in missing very important details.

Forgetting these details will cause a delay in your updates. The support staff will have to reach out to you regarding this missing information. If your reply to the support ticket is delayed, your updates are delayed. It’s beneficial to both you and our team that updates are made in one sweep, not several sweeps dues to missing information.

Here are a few areas often overlooked when updating a profile on a site. Do you have the person’s name, title, and image? For the profiles that are in depth, do you have the bio, education and email address?

When creating a new form using gravity forms, you need to remember to answer the following questions:

  • What’s the form’s name?
  • Description?
  • What fields are required? These are the fields a user must supply in order to submit the form.
  • Do you have the Captcha field? This will prevent the robots from spamming your form.
  • Will the required email address update to a newsletter database?
  • Does this form update the general newsletter database or a specific one?
  • What is the confirmation message when the form is submitted?

Next time you are updating your site, take a minute and check your list twice. The support elves are here to help you, but to do our best we need all the facts. There are 6 days ’til Christmas … and the support elves will be watching.

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Joseph Riviello

Joseph L. Riviello is the CEO and Founder of Zen Agency. Joe's agency builds websites and web applications that attract, engage, and convert. Joe has over 30 years of experience in entrepreneurship and he is an expert digital marketing strategist who specializes in conversion-centric e-commerce experiences and cutting-edge solutions that maximize growth and profit. Check out Joe featured on: Business.com, Redbooth.com, Kabbage.com, MaterialDesignBlog.com

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