How to Prevent Changes to Plugins, Themes, and WordPress Core Files

This is a common question I get from folks in the WordPress community. How can I “lock things down” and prevent any changes to plugins, themes, and WordPress core files. For example, how to prevent any themes and/or plugins from being updated or deleted, and how to prevent any new plugins from being installed. This is useful for certain projects where it’s necessary to lock a website to a static version. Fortunately, WordPress makes this super easy with a couple of PHP constants. Let’s take a quick look..

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Prevent Changes via File Editor

Did you know that WordPress provides a Plugin File Editor and Theme File Editor in the WP Admin Area. You can find them:

  • Under the Appearance menu ▸ Theme File Editor
  • Under the Plugins menu ▸ Plugin File Editor

These tools enable admins to make changes to any plugin or theme files. Huge convenience for those that need it. For those that don’t, you can disable any changes via the file editors by adding the following line to your site’s wp-config.php file, which resides in the root WordPress directory:

// disable file changes via plugin and theme editors
define('DISALLOW_FILE_EDIT', true);

Once this line is included in the site’s configuration file, all file-editing via the Admin Area will be disabled. No menu items, no editing, nada. It’s another layer of security that effectively minimizes your site’s attack surface, so sensitive files cannot be modified by any user, including admins. This helps to protect against any changes that could compromise or crash your site.

Note: As explained at WordPress.org, disabling the file editors via DISALLOW_FILE_EDIT constant may affect any plugins that check for sufficient capabilities using current_user_can('edit_plugins'). Plugins should check if the constant is set, and if so display an appropriate error message.

Prevent All Changes via Admin Area

While the previous technique disables changes to plugins and themes via the file editors, this next technique prevents all changes to any files from inside the Admin Area. This includes:

  • Updating, deleting, installing plugins
  • Updating, deleting, installing themes
  • Updating the WordPress core files

It also includes changes made via the plugin and theme file editors. Basically this technique staticizes a site to its current version. So if that sounds like you, here is the magic code to lock it down:

// disable all changes to all files via admin area
define('DISALLOW_FILE_MODS', true);

Once this line is included in the site’s configuration file, all changes (installing, updating, deleting) to plugins and themes will be disabled. Note that the above line also disables updates to the WordPress core files, so trying to update WordPress via Dashboard ▸ Updates will not work.

Of course, it always is possible for changes to be made directly on the server via SFTP or similar method. But any file changes from within the Admin Area will be disabled completely.

Note: As mentioned, the above line disables all changes from anywhere within the Admin Area, including the file editors. So you do not need to set both DISALLOW_FILE_MODS and DISALLOW_FILE_EDIT. Just including DISALLOW_FILE_MODS takes care of everything.
Note: Be careful when adding DISALLOW_FILE_MODS to your site’s wp-config.php file. WordPress needs to be able to make changes in order to keep plugins, themes, and core files current via updates. So only disable changes if you are 100% certain that you don’t want any updates on your WordPress site.

Google Analytics vs. Jetpack Stats: Which One Should You Use?

Are you debating whether to use Google Analytics or Jetpack Stats for your WordPress website?

Both are popular analytics platforms, but you might be wondering which one is the better fit for you. Especially with changes to the Jetpack Stats pricing model, you may be asking yourself whether switching to Google Analytics is worth it.

Here at WPBeginner, we’ve used and recommended a variety of analytics tools to help countless users find the perfect option for their needs.

In this article, we will break down the key differences between Google Analytics and Jetpack Stats so you can make an informed decision and pick the best software for your website.

Google Analytics vs Jetpack Stats

Why Trust WPBeginner?

The WPBeginner editorial team has over 16 years of experience in WordPress, digital marketing, analytics, and web development. We’ve tried and tested various plugins, themes, and software on our own projects to help users find the best solutions.

You can learn more about our WPBeginner editorial process.

Google Analytics vs. Jetpack Stats: An Overview

Ever wondered where your website visitors come from, what pages they visit, and what they click on? This is where website analytics come in. These tools help you understand your audience and their behavior so that you can make data-driven decisions to improve your website.

Google Analytics is one of the most powerful analytics platforms available. It’s a free tool by Google that allows you to examine your website’s traffic in depth.

Google Analytics

On the other hand, Jetpack Stats is an analytics tool that comes bundled with the popular Jetpack plugin from Automattic, the folks behind WordPress.com.

Like Google Analytics, It provides an overview of your website traffic, like how many visitors you have and which pages are most popular.

Jetpack Stats

Both Google Analytics and Jetpack Stats are free to use (though the second has paid plans). This makes them popular choices for website owners looking to track their WordPress site stats without breaking the bank.

Why Are WordPress Users Leaving Jetpack Stats?

Jetpack Stats used to be a popular choice, but some pricing changes have left users frustrated.

Many users are now classified as ‘commercial’ and require paid plans to access features they previously had for free, even if their website is non-profit or they only make a few dollars a month. This can be prohibitively expensive for very small businesses or people who are simply fundraising through their websites.

This pricing change has led many people to explore alternatives, including Google Analytics.

While Google Analytics is powerful, it’s not built specifically for WordPress. Fortunately, to connect it with WordPress, you can use beginner-friendly plugins like MonsterInsights.

Now that you know why users are migrating away from Jetpack Stats, let’s review the key features of both Google Analytics and Jetpack Stats. You can use the quick links below to navigate through this article:

Ease of Use – Google Analytics vs. Jetpack Stats

Ease of use refers to how user-friendly a platform is, including how easy it is to set up and navigate. Let’s compare how Google Analytics and Jetpack Stats stack up in terms of user experience for WordPress users.

Jetpack Stats: Simple Yet Easy to Use

Our first impression of Jetpack Stats is it’s a breeze to set up. You can just install the WordPress plugin like any other and connect it to your WordPress.com account to get started.

The interface is simple and uses clear language. Right in the WordPress dashboard, you’ll see your key stats like visitor traffic, views, comments, likes, referrer traffic, and visitor location.

It also displays the percentage change compared to the previous period, making it easy to see trends.

Jetpack Stats traffic dashboard

Switching between daily, weekly, monthly, and yearly views is also easy for analyzing your overall performance.

For bloggers, you can switch to the ‘Insights’ tab for specific data like peak traffic times, most popular tags and categories, and top commenters.

Jetpack Stats insights dashboard

Google Analytics: Slightly Higher Learning Curve

Setting up Google Analytics itself is quite straightforward, as you only need to answer a few questions on their website.

However, some users may find it tricky to configure it with WordPress as some code is involved. Thankfully, plugins like MonsterInsights simplify the process. When we tried it, all we needed to do was install the plugin and connect it to an existing Google Analytics account.

While the Google Analytics platform is powerful, its interface can be overwhelming for beginners due to the sheer number of buttons and settings. Fortunately, there’s a built-in tour in the Google Analytics dashboard to help newcomers navigate the platform.

Google Analytics tour

MonsterInsights also helps bridge this gap by displaying essential Google Analytics reports right within your WordPress dashboard.

For example, the Reports tab offers a well-organized layout of your data, showing new vs. returning visitors, device breakdowns, top traffic sources, top-performing posts/pages, and more. You can also customize the date range to get an overall view of your performance.

Viewing Google Analytics data in the WordPress dashboard using MonsterInsights

MonsterInsights also keeps things organized with clear tabs. Each tab focuses on a specific area of your website’s performance, like traffic, eCommerce (if you have an online store), search console data, form submissions, site speed, and more.

This makes it easy to find the data you’re looking for without getting overwhelmed. Plus, the language used in the reports is straightforward and easy to understand, even for beginners.

Publisher overview report in MonsterInsights

Winner: Jetpack Stats

For its straightforward setup and user-friendly interface, Jetpack Stats wins this round for ease of use. It’s ideal for beginners who want to quickly access essential website analytics without getting bogged down by technical details.

While Google Analytics has a steeper learning curve, once you master it, navigating and extracting insights becomes easier. Plus, using a plugin like MonsterInsights simplifies the entire process and lets you see all your data directly in WordPress.

Web Analytics Features – Google Analytics vs. Jetpack Stats

When choosing an analytics platform, it’s very important to consider how much data you will need to understand your website’s performance effectively. The more insights you have, the better you can tailor your content and improve your overall website experience.

Jetpack Stats: More Focused on Blogs

Jetpack Stats 7-day highlights

Jetpack Stats’ feature richness depends on the plan you choose. The free version offers real-time visitor data (updated every 30 minutes), basic stats and trends for posts and pages, and GDPR compliance. These features might be enough if you primarily run a blog.

Here’s a breakdown of the metrics you can see in the free version:

  • Traffic overview – 7-day highlights of visitor traffic, page views, likes, and comments with trend comparisons.
  • Referrals – Websites sending visitors to your site.
  • Visitor location – Which countries your users come from.
  • Engagement – Top-clicked external links and email stats.
  • SEO insights Keywords people use on search engines to find your site.
  • Content performance – Insights into your posting activity, including most popular posting time, yearly activity overview, and top viewed tags and categories.

While the free plan might be suitable for basic blog analysis, we found it lacked the depth needed for website optimization. Upgrading to a paid plan only unlocks early access to features and UTM tracking, which is necessary if you run targeted marketing campaigns.

Google Analytics: A Powerhouse of Site Stats

Google Analytics' traffic acquisition reports

Due to its vast data collection, Google Analytics is a widely used platform across many industries. Similar to Jetpack Stats, it provides data on traffic, users, referrers, countries, and devices.

That said, we found Google Analytics stats to have much more detailed information, such as:

  • Site traffic sources – You can see traffic acquisition channels between organic search, paid search, referrals, and social media traffic.
  • Engagement analysis – View the average engagement time for each page to determine visitor interest.
  • SEO integration – Connect with Google Search Console to analyze clicks, impressions, and organic search landing page performance for specific keywords.
  • Conversions – Define key events using Google Tag Manager to track user actions like button clicks, contact form submissions, downloads, or purchases.
  • Audience demographics – Gain deeper insights by analyzing user demographics like age, region, and city.
  • Actionable insights – Use the ‘Insights & recommendations’ feature for easy-to-understand suggestions on improving your website.
  • Visual reporting – Use the ‘Explorations’ feature to create visual reports based on your data.

MonsterInsights takes Google Analytics a step further. This plugin allows you to access even more features like user journey visualization, displaying your top posts on your website based on data, and site notes to give context to important data points.

Adding annotations to a MonsterInsights report

Winner: Google Analytics

The sheer scope of Google Analytics data and features make it the clear winner. You can delve deeper into user behavior, track conversions, gain valuable SEO insights, and create customized reports for your website’s performance.

While Google Analytics might appear intimidating, MonsterInsights simplifies the experience with its user-friendly dashboard reports.

Data Accuracy – Google Analytics vs. Jetpack Stats

When your analytics tools provide accurate information, you can make informed decisions about your website’s content, marketing strategies, and overall user experience.

On the other hand, inaccurate data can lead you down the wrong path, causing you to invest time and resources in ineffective approaches.

Jetpack Stats: Generally Accurate, But Limited Filtering

Jetpack Stats gets data by placing a tracking script on your WordPress website. This script monitors visitor activity and sends the information back to Jetpack for processing.

When it comes to bot traffic, we couldn’t find a lot of information on how Jetpack Stats automatically excludes it in your reports. That said, it is possible to manually mark a referrer as spam so that it doesn’t show up in your site stats.

Another thing you should know is that Jetpack Stats has said that the total visitors count and the specific referrer numbers may be missing from their reports because of rising privacy laws.

So, if your site’s traffic stats look like they are coming from direct sources, they may actually be from other referrers. Simply put, the data you see might not be totally accurate.

Jetpack Stats' explanation about referrer discrepancy

Google Analytics: More Powerful Accuracy Measures

Google Analytics uses a more advanced tracking system that collects detailed and accurate data on visitor behavior.

From our research, here are some methods Google uses to ensure data accuracy:

  • IP filtering – Users can define specific IP addresses or address ranges to be excluded from tracking. This is useful for filtering out internal traffic from your office or development team.
  • Bot filtering – While not perfect, Google has advanced algorithms to identify and exclude bot traffic from your analytics reports.
  • Data sampling – For very high-traffic websites, Google Analytics may use data sampling to provide reports with an acceptable level of accuracy while reducing processing time.

Also, Google, as a search engine giant, has access to a vast amount of data on user behavior across the Internet. This data allows them to improve their algorithms and provide more accurate analytics data for website owners.

That said, rising concerns about data privacy have led some website owners to hesitate about using Google Analytics. However, we’ve found a workaround for using Google Analytics while complying with GDPR laws.

With MonsterInsights, you can use the Privacy Guard feature to keep personally identifiable information out of Google Analytics. Plus, there is an EU Compliance addon that can anonymize visitor IP addresses and integrate with cookie compliance plugins.

How to make Google Analytics GDPR compliant

Winner: Google Analytics

Google Analytics is the winner for data accuracy. Their comprehensive tracking system provides a more reliable picture of your website traffic.

While Jetpack Stats offers real-time updates, the lack of clear measures to address bot traffic out of the box can skew your data.

eCommerce Tracking – Google Analytics vs. Jetpack Stats

eCommerce tracking lets you monitor the performance of your online store. By understanding customer behavior within your shop, you can identify areas for improvement and optimize your sales strategy.

Let’s see how Jetpack Stats and Google Analytics stack up in terms of eCommerce tracking.

Jetpack Stats: Limited Insights for WooCommerce Stores

If you have a WooCommerce shop, Jetpack Stats integrates with it to some extent. However, it has limitations.

For one, your shop’s landing page stats get bundled with ‘Home page/Archives’ data since the shop page is technically an archive of your products. This makes it difficult to see the difference between shop-specific traffic and sales from your overall website traffic.

Technically, Jetpack adds a ‘Store’ tab to the dashboard if it sees WooCommerce installed on your website. We were actually excited to check it out, as we expected to see some more data about our demo store.

Jetpack Stats' Store tab

However, this tab simply redirects you to the WooCommerce plugin’s Analytics Overview tab, which displays data like total sales, net sales, orders, average order value, and product information.

These details are handy, but it’s not true eCommerce tracking provided by Jetpack Stats itself.

Google Analytics: In-Depth Tracking and Insights

As we mentioned earlier, Google Analytics allows you to define key events, including purchases, as conversions. This lets you see in-depth analysis of your eCommerce performance within dedicated reports.

You can see not only purchase data but also track product views, cart additions, and abandoned cart rates, helping you identify areas for improvement in your sales funnel and reduce cart abandonment.

Google Analytics also provides valuable customer insights like customer lifetime value, which helps you understand the total revenue a customer generates over their relationship with your store.

Google Analytics' monetization report

MonsterInsights Pro unlocks even more eCommerce data. When you open the eCommerce report, you can see top conversion sources, add-to-cart rates, product removal rates from carts, and abandoned checkout percentages.

All of this data is helpful for optimizing your website for maximum sales.

Ecommerce funnel report

Winner: Google Analytics

Google Analytics’ ability to track key events, analyze customer journeys within the sales funnel, and provide valuable customer lifetime value data makes it a powerful tool for online store owners.

While Jetpack Stats offers a basic WooCommerce integration, it doesn’t have as much information as Google Analytics.

Support – Google Analytics vs. Jetpack Stats

You will likely have questions or issues while using your analytics platform. Having access to reliable and timely WordPress support can help you resolve any problems quickly.

Jetpack Stats: Documentation and Paid Priority Support

Jetpack Stats offers two primary support channels: documentation and support request submission. Their documentation is generally well-organized and helpful, with screenshots to guide you in the right direction.

Upgrading to a paid plan grants you priority support. This means your questions are handled before those submitted by free plan users. However, even with paid plans, support remains limited to submitting a request form.

We couldn’t find any direct channels like live chat or phone support.

Jetpack's support page

Google Analytics: Extensive Resources and Community Support

Google Analytics offers a different support approach: comprehensive documentation and a large, active community.

Google Analytics has detailed documentation covering a wide range of topics. However, the sheer volume of information can be overwhelming, and some documentation entries may lack visuals.

The good news is that Google Analytics is a widely used platform, so there’s a vast online community with countless resources. You can go to the Google Analytics Help Community if you have any questions.

Google Analytics Help Community page

Many websites, including WPBeginner, also offer tutorials, guides, and troubleshooting tips specifically for Google Analytics. Overall, finding solutions to the most common issues is easy with a quick Google search.

If you use MonsterInsights, then you gain access to additional support options. MonsterInsights offers support tickets and a friendly AI chatbot to help you with any issues related to the plugin and Google Analytics.

MonsterInsights AI chatbot support

Winner: Google Analytics

While both platforms offer documentation, Google Analytics wins due to their sheer volume of available resources and community support. Additionally, many Google Analytics plugins provide excellent dedicated support.

Pricing – Google Analytics vs. Jetpack Stats

When choosing an analytics tool, you will want to find one that fits your budget while offering the features you need. Let’s explore the pricing structure of Jetpack Stats and Google Analytics.

Jetpack Stats: Freemium with Tiered Pricing

Jetpack Stats offers a freemium model, meaning it has a free tier and paid plans with additional features. The free version is for non-commercial websites, but you can also name a monthly contribution.

It’s important to note that Jetpack defines ‘non-commercial’ strictly. Even non-profit organizations that ask for donations are considered commercial, so you have to read the fine print carefully.

The paid plans start at $8.33 per month, billed yearly (nearly $100 annually), and will increase based on your monthly traffic volume. Here’s a breakdown of their pricing tiers:

  • 10,000 monthly views: $8.33
  • 100,000 monthly views: $16.67
  • 250,000 monthly views: $25
  • 500,000 monthly views: $41.67
  • 1 million: $58.34
  • 2 million: $79.17

The paid plans include priority support, early access to features, and UTM tracking.

Jetpack Stats tiered pricing

Google Analytics: Free with Premium Options

Google Analytics is a completely free tool, though a paid version called Google Analytics 360 is available for large-scale enterprises. For most website owners, the free version offers more than enough features.

When it comes to plugins that connect your website with Google Analytics, some are free, freemium, or paid. Site Kit by Google is a popular free option, though the data you can view from WordPress is a bit basic.

MonsterInsights has a free version but also offers paid plans starting at $99.60 per year for a single website. These subscriptions provide additional features and insights on top of the free Google Analytics data.

MonsterInsights pricing

Winner: Google Analytics

Considering the free version and the wider range of freemium plugins available, Google Analytics is again the winner in this round.

The free version offers significant value for most website owners, and paid plugin options like MonsterInsights offer more value than Jetpack Stats.

Google Analytics vs. Jetpack Stats: Which Is Best?

Google Analytics is best for professional bloggers, businesses of all sizes, and anyone who wants to gain deep insights into their website traffic. It provides the most comprehensive data collection and analysis features.

Plus, MonsterInsights is a beginner-friendly plugin that lets you see your Google Analytics data through user-friendly dashboards, simplified information, and useful add-ons.

On the other hand, Jetpack Stats may be suitable for bloggers with basic needs. If you primarily run a blog and don’t require complex data analysis, then Jetpack Stats’ traffic updates, basic post and page stats, and SEO insights could be enough.

Also, if you are already using Jetpack for other features like security, the built-in Jetpack Stats might be a convenient option to get basic WordPress blog analytics without needing another tool.

Since both platforms are free, we encourage you to give them a try and see which one is most suitable for your website.

Learn More About WordPress Stats and Analytics

We hope this article helped you compare Google Analytics vs Jetpack Stats. You may also want to check out our guide on how to do A/B split testing in WordPress and our expert pick of the must-have WordPress plugins to grow 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 Google Analytics vs. Jetpack Stats: Which One Should You Use? first appeared on WPBeginner.

The End Of The Free Tier

I love free tiers, and I am not the only one. Everyone loves free things — they’re the best thing in life, after all. But maybe we have grown too accustomed to them, to the extent that a service switching from a “freemium” model to a fully paid plan would probably feel outrageous to you. Nowadays, though, the transition from free to paid services seems inevitable. It’s a matter of when a service drops its free tier rather than if it will.

Companies need to make money. As developers, we probably understand the most that a product comes with costs; there are startup funds, resources, and salaries spent to maintain and support the product against a competitive globalized market.

If I decided to take something I made and ship it to others, you darn well know I would charge money for it, and I assume you’re the same. At the same time, I’m typically more than happy to pay for something, knowing it supports the people who made it.

We get that, and we surely don’t go walk into a grocery store complaining that nothing they have is free. It’s just how things work.

What exactly, then, is so infuriating about a service offering a free tier and later deciding to transition to a priced one?

It’s Positioning, Not Money

It’s not so much about the money as it is the positioning. Who wouldn’t feel somewhat scammed, having invested time and resources into something that was initially advertised as “free” only to be blindsided behind a paywall?

Most of the time, the feeling is less anger than it is mildly annoying. For example, if your favorite browser suddenly became a paid premium offering, you would most likely switch to the next best option. But what happens when the free tier for a hosted product or service is retired? Switching isn’t as easy when hundreds of thousands of developers server their projects in a free-tier hosting plan.

The practice of offering a free tier only to remove it seems like a common practice on the web that won’t go away any time soon. It’s as though companies ditch them once (1) the product becomes mature enough to be a feature-rich offering or (2) the company realizes free customers are not converting into paid customers.

It has been a source of endless complaints, and one only needs to look back at PlanetScale’s recent decision to remove its free-tier database plan, which we will get deeper into in a bit. Are free tiers removed because of their unsustainable nature, or is it to appease profit-hungry companies? I want to explore the why and how of free tiers, better approaches for marketing “free” services, and how to smoothly retire a free tier when it inevitably goes away.

Glossary

Before we wade further into these waters, I think it’s worth having a baseline understanding of pricing concepts that are relevant to the discussion.

A free tier is one of several flavors:

  • Free trial opt-in
    Permits users to try out the product for a limited period without providing payment details. Once the trial ends, so does access to the product features.
  • Free trial opt-out
    Requires users to provide payment information during registration en route to a free trial that, once it ends, automatically converts to a paid account.
  • Freemium model
    Offers access to a product’s “core” features but requires upgrading to a paid account to unlock other features and benefits.
  • Reverse trial model
    Users start with access to the premium tier upon registration and then transition to a freemium tier after the trial period ends.
Case Study: PlanetScale

Let’s start this conversation by looking at PlanetScale and how it killed its free tier at the beginning of the year. Founded in 2018, PlanetScale launched its database as a service in 2021 and has raised $105 million in venture capital and seed funding, becoming one of the fastest-growing tech companies in North America by 2023. In March of this year, CEO Sam Lambert announced the removal of PlanetScale’s hobby tier.

In short, the decision was made to provide “a reliable and sustainable platform for our customers” by not “giving away endless amounts of free resources to keep growing,” which, of course, leaves everyone in the freemium tier until April 8 to either pay for one of the next plans at the outrageous starting price of $39 per month or migrate to another platform.

Again, a company needs steady revenue and a reliable business plan to stay afloat. But PlanetScale gave mixed signals when they stated in the bespoke memo that “[e]very unprofitable company has a date in the future where it could disappear.” Then they went on to say they are “the main database for companies totaling more than $50B in market cap,” and they “have been recognized [...] as one of the fastest growing tech companies in the US.”

In non-bureaucratic speak, PlanetScale says that the product is failing from one side of its mouth and that the company is wildly successful from the other.

The company is doing great. In November 2023, PlanetScale was ranked as the 188th fastest-growing company in North America by Deloitte Technology Fast 500™. Growth doesn’t necessarily equal revenue, but “to be eligible for Technology Fast 500 recognition, [...] [c]ompanies must have base-year operating revenues of at least US $50,000, and current-year operating revenues of at least US $5 million.”

PlanetScale’s decision can only be interpreted as “we want more money,” at least to me. There’s nothing about its current performance that suggests it needs the revenue to keep the company alive.

That’s a punch below the waist for the developer community, especially considering that those on the free tier are likely independent bootstrappers who need to keep their costs low. And let’s not overlook that ending the free tier was accompanied by a round of layoffs at the company.

PlanetScale’s story is not what worries me; it’s that retiring freemium plans is becoming standard practice, as we have seen with the likes of other big PaaS players, including Heroku and Railway.

That said, the PlanetScale case is perhaps the most frustrating because the cheapest alternative to the free tier they now offer is a whopping $39 per month. Compare that to the likes of others in that space, such as Heroku ($7 per month) and Railway ($5 per month).

Is This How A Free Tier Works?

With zero adoption, the value of a new service can’t be seen behind a paywall. Launching any kind of product or service with a freemium pricing model is often used to bring awareness to the product and entice early adopters who might convert into paying customers to help offset the costs of those on the free plan. It’s the old Pareto, or 80/20, rule, where 20% of paying customers ought to pay for the 80% of free users.

A conversion rate is the percentage of users that upgrade from a free tier to a paid one, and an “average” rate depends on the type of free tier or trial being offered.

In a freemium model — without sales assist — a good conversion rate is somewhere between 3–5%, but that’s optimistic. Conversion rates are often way lower in reality and perhaps the toughest to improve for startups with few or no customers. Early on, startups often have so few paying customers that they will have to operate at a loss until figuring out a way to land paying customers who can subsidize the ones who aren’t paying anything.

The longer a company operates at a loss, the more likely it races to generate the highest possible growth before undoubtedly having to cut benefits for free users.

A lot of those free users will feel misled and migrate to another service, but once the audience is big enough, a company can afford to lose free customers in favor of the minority that will switch to premium. Take Evernote, for example. The note-taking app allowed free users to save 100,000 notes and 250 notebooks only to do an about-face in 2023 and limit free users to 50 notes and one notebook.

In principle, a free tier serves the same purpose for SaaS (Software as a System) and PaaS (Product as a System) offerings, but the effects differ. For one, cloud computing costs lots of money, so offering an AWS wrapper in a free tier is significantly harder to sustain. The real difference between SaaS and PaaS, however, is clear when the company decides to kill off its free tier.

Let’s take Zoom as a SaaS example: there is a basic tier that gives you up to 40 minutes of free meeting time, and that is plenty for people who simply don’t need much beyond that. If Zoom were to remove its free tier, free users would most likely move to other freemium alternatives like Google Meet rather than upgrade to one of Zoom’s paid tiers. Those customers have invested nothing in Zoom that locks them in, so the cost of switching to another meeting app is only the learning curve of what app they switch to.

This is in contrast to a PaaS; if the free tier is removed, switching providers introduces costs since a part of your architecture lives in the provider’s free tier. Besides the effort needed to migrate to another provider, moving data and servers can be an expensive operation, thanks to data egress fees. Data egress fees are obscure charges that cloud providers make customers pay for moving data from one service to another. They charge you to stop paying!

Thankfully, there is an increased awareness of this issue through the European Union’s Data Act that requires cloud providers located in Europe to remove barriers that prevent customers from easily switching between companies, including the removal of artificial egress fees.

The Ethics Of The Free Tier

Is it the developer’s fault for hosting a project on a free pricing tier, considering that it can be rolled out at any moment? I have two schools of thought on this: principle and consequential.

  • Principle
    On the one hand, you shouldn’t have to expect a company to pull the rug out from under you by removing a free tier, especially if the company aims to be a reliable and sustainable platform.
  • Consequential
    On the other hand, you don’t expect someone to cut a red light and hit you when you are driving, but you still look at both sides of the street. So it is with using a free tier. Even if it is “immoral” for a company to remove the tier, a developer ought to have a backup plan in the event that it happens, especially as the disappearance of free tiers becomes more prevalent in the industry.

I think it boils down to a matter of transparency. No free tier is advertised as something that may disappear, even if it will in the future. In this case, a free tier is supposed to be another tier with fewer benefits than the paid plan offerings but just as reliable as the most expensive plan, so no user should expect to migrate their projects to other providers any time soon.

What’s The Alternative?

Offering customers a free tier only to remove it once the company gets a “healthy enough” share of the market is just wrong, particularly if it was never attached to an up-front sunset date.

Pretending that the purpose of a free tier is the same as a free trial is unjust since it surely isn’t advertised that way.

If a company wants to give people a taste of how a product or service works, then I think there are far better and more sincere alternatives to the free-tier pricing model:

  • Free trials (opt-in)
    Strapi is an open-source CMS and a perfect example of a service offering a free trial. In 2023, the company released a cloud provider to host Strapi CMS with zero configuration. Even though I think Strapi Cloud is on the pricey side, I still appreciate having a 14-day free trial over a free tier that can or maybe will be removed later. The free trial gives users enough time to get a feel for the product, and there’s no credit card required that would lock someone in (because, let’s face it, some companies count on you forgetting to cancel your free subscription before payments kick in).

  • Free credits
    I have used Railway to host Node.js + Postgres in the past. I think that its “free tier” is the best example of how to help customers try the service: the cheapest plan is a relatively affordable $5 per month, and a new subscriber is credited with $5 to start the project and evaluate the service, again, without the requirement of handing over credit card information or pulling any rugs out from under people. Want to continue your service after the free credits are exhausted? Buy more credits!

Railway is a particular case because it used to have a free tier, but it was withdrawn on June 2, 2023. However, the company removed it with a level of care and concern for customers that PlanetScale lacked and even gave customers who relied on the free tier a trial account with a number of free credits. It is also important to note (and I can’t get over it) that PlanetScale’s new cheapest plan is $39 per month, while Railway was able to limit the damage to $5 per month.

Free Tiers That I Use

I don’t want this article to be just a listicle of free services but rather the start of a conversation about the “free-tier dilemma”. I also want to share some of the free tiers I use, even for small but production-ready projects.

Supabase

You can make pretty much any imaginable web app using Supabase as the back-end since it brings a PostgreSQL database, authentication, real-time subscriptions, and storage in a central dashboard — complete with a generous allocation of database usage in its free tier.

Railway

I have been using Railway to host Strapi CMS for a long time. Aside from its beautiful UI, Railway includes seamless deployment workflows, automatic scaling, built-in CI/CD pipelines, and integration with popular frameworks and databases thanks to its hundreds of templates. It doesn’t include a free tier per se, but you can get the full feel of Railway with the $5 credit they offer.

GitHub Pages

I use GitHub Pages the way I know many of you do as well: for static pages and technical demos. I have used it before to make live examples for my blog posts. So, it’s more of a playground that I use to make a few artifacts when I need to deploy something fast, but I don’t rely on it for anything that would be of consequence if it were to suddenly go away.

Netlify

Beyond hosting, Netlify offers support for almost all modern frameworks, not to mention that they toss in lots of additional perks, including solid documentation, continuous deployment, templates, an edge network, and analytics — all of which are available in a free tier that pleases almost anyone’s needs.

Conclusion

If it isn’t totally clear where I fall on the free pricing tier situation, I’m not advocating that we end the practice, but for more transparency on the side of the companies that offer free tier plans and increased awareness on the side of developers like myself.

I believe that the only way it makes sense to offer a free tier for a SaaS/PaaS is for the company providing it to view it as part of the core product, one that cannot be sunset without a clear and transparent exit strategy, clearly communicated up-front during any sort of registration process. Have a plan for users to painlessly switch services. Allow the customer to make an informed choice and accept responsibility from there.

Free tiers should attract users rather than trap them, and there is an abysmal difference between replacing a free tier for $5 per month with one that costs nearly $40. Taking away the service is one thing; charging exorbitant rates on top of it only adds insult to injury.

We can do better here, and there are plenty of alternatives to free tiers for effectively marketing a product.

Further Reading On SmashingMag

Chrome generates AI content

Apparently a new feature in Google Chrome is to automatically generate AI content. All I need to do is start typing a sentence or two here in this textbox, right click, select "Help Me Write", choose if I want it to be short-form or long-form text, be formal or casual in tone, and let Chrome work its magic ...

For those of you who know my stance on ChatGPT when it comes to posts on DaniWeb, you know I don't see this as a good thing. I feel as if it's just going to be the start of AI-generated drivel overshadowing high-quality content written by industry experts.

Conducting Accessibility Research In An Inaccessible Ecosystem

Ensuring technology is accessible and inclusive relies heavily on receiving feedback directly from disabled users. You cannot rely solely on checklists, guidelines, and good-faith guesses to get things right. This is often hindered, however, by a lack of accessible prototypes available to use during testing.

Rather than wait for the digital landscape to change, researchers should leverage all the available tools they can use to create and replicate the testing environments they need to get this important research completed. Without it, we will continue to have a primarily inaccessible and not inclusive technology landscape that will never be disrupted.

Note: I use “identity first” disability language (as in “disabled people”) rather than “people first” language (as in “people with disabilities”). Identity first language aligns with disability advocates who see disability as a human trait description or even community and not a subject to be avoided or shamed. For more, review “Writing Respectfully: Person-First and Identity-First Language”.

Accessibility-focused Research In All Phases

When people advocate that UX Research should include disabled participants, it’s often with the mindset that this will happen on the final product once development is complete. One primary reason is because that’s when researchers have access to the most accessible artifact with which to run the study. However,

The real ability to ensure an accessible and inclusive system is not by evaluating a final product at the end of a project; it’s by assessing user needs at the start and then evaluating the iterative prototypes along the way.

Prototype Research Should Include Disabled Participants

In general, the iterative prototype phase of a project is when teams explore various design options and make decisions that will influence the final project outcome. Gathering feedback from representative users during this phase can help teams make informed decisions, including key pivots before significant development and testing resources are used.

During the prototype phase of user testing, the representative users should include disabled participants. By collecting feedback and perspectives of people with a variety of disabilities in early design testing phases, teams can more thoughtfully incorporate key considerations and supplement accessibility guidelines with real-world feedback. This early-and-often approach is the best way to include accessibility and inclusivity into a process and ensure a more accessible final product.

If you instead wait to include disabled participants in research until a product is near final, this inevitably leads to patchwork fixes of any critical feedback. Then, for feedback not deemed critical, it will likely get “backlogged” where the item priorities compete with new feature updates. With this approach, you’ll constantly be playing catch-up rather than getting it right up front and in an elegant and integrated way.

Accessibility Research Can’t Wait Until The End

Not only does research with disabled participants often occur too late in a project, but it is also far too often viewed as separate from other research studies (sometimes referred to as the “main research”). It cannot be understated that this reinforces the notion of separate-and-not-equal as compared to non-disabled participants and other stakeholder feedback. This has a severe negative impact on how a team will view the priority of inclusive design and, more broadly, the value of disabled people. That is, this reinforces “ableism”, a devaluing of disabled people in society.

UX Research with diverse participants that include a wide variety of disabilities can go a long way in dismantling ableist views and creating vitally needed inclusive technology.

The problem is that even when a team is on board with the idea, it’s not always easy to do inclusive research, particularly when involving prototypes. While discovery research can be conducted with minimal tooling and summative research can leverage fully built and accessible systems, prototype research quickly reveals severe accessibility barriers that feel like they can’t be overcome.

Inaccessible Technology Impedes Accessibility Research

Most technology we use has accessibility barriers for users with disabilities. As an example, the WebAIM Million report consistently finds that 96% of web homepages have accessibility errors that are fixable and preventable.

Just like websites, web, and mobile applications are similarly inaccessible, including those that produce early-stage prototypes. Thus, the artifacts researchers might want to use for prototype testing to help create accessible products are themselves inaccessible, creating a barrier for disabled research participants. It quickly becomes a vicious cycle that seems hard to break.

The Limitations Of Figma

Currently, the most popular industry tool for initial prototyping is Figma. These files become the artifacts researchers use to conduct a research study. However, these files often fall short of being accessible enough for many participants with disabilities.

To be clear, I absolutely applaud the Figma employees who have worked very hard on including screen reader support and keyboard functionality in Figma prototypes. This represents significant progress towards removing accessibility barriers in our core products and should not be overlooked. Nevertheless, there are still limitations and even blockers to research.

For one, the Figma files must be created in a way that will mimic the website layout and code. For example, for screen reader navigation to be successful, the elements need to be in their correct reading order in the Layers panel (not solely look correct visually), include labeled elements such as buttons (not solely items styled to look like buttons), and include alternative text for images. Often, however, designers do not build iterative prototypes with these considerations in mind, which prevents the keyboard from navigating correctly and the screen reader from providing the necessary details to comprehend the page.

In addition, Figma’s prototypes do not have selectable, configurable text. This prevents key visual adjustments such as browser zoom to increase text size, dark mode, which is easier for some to view, and selecting text to have it read aloud. If a participant needs these kinds of adjustments (or others I list in the table below), a Figma prototype will not be accessible to them.

Table: Figma prototype limitations per assistive technology

Assistive Technology Disability Category Limitation
Keyboard-only navigation Mobility Must use proper element type (such as button or input) in expected page order to ensure operability
Screen reader Vision Must include structure to ensure readability:
  • Including elements in logical order to ensure correct reading order
  • Alternative text added to images
  • Descriptive names added for buttons
Dark mode/High contrast mode Low Vision
Neurodiversity
Not available
Browser zoom Low Vision
Neurodiversity
Mobility
Not available
Screen reader used with mouse hover
Read aloud software with text selection
Vision
Neurodiversity
Cannot be used
Voice control
Switch control device
Mobility Cannot be used

Inclusive Research Is Needed Regardless

Having accessibility challenges with a prototype doesn’t mean we give up on the research. Instead, it means we need to get creative in our approach. This research is too important to keep waiting for the ideal set-up, particularly when our findings are often precisely what’s needed to create accessible technology.

Part of crafting a research study is determining what artifact to use during the study. Thus, when considering prototype research, it is a matter of creating the artifact best suited for your study. If this isn’t going to be, say, a Figma file you receive from designers, then consider what else can be used to get the job done.

Working Around the Current State

Being able to include diverse perspectives from disabled research participants throughout a project’s creation is possible and necessary. Keeping in mind your research questions and the capabilities of your participants, there are research methods and strategies that can be made accessible to gather authentic feedback during the critical prototype design phase.

With that in mind, I propose five ways you can accomplish prototype research while working around inaccessible prototypes:

  1. Use a survey.
  2. Conduct a co-design session.
  3. Test with a similar system.
  4. Build your own rapid prototype.
  5. Use the Wizard of Oz method.

Use a Survey Instead

Not all research questions at this phase need a full working prototype to be answered, particularly if they are about the general product features or product wording and not the visual design. Oftentimes, a survey tool or similar type of evaluation can be just as effective.

For example, you can confirm a site’s navigation options are intuitive by describing a scenario with a list of navigation choices while also testing if key content is understandable by confirming the user’s next steps based on a passage of text.

Image description
+

Acme Company Website Survey

Complete this questionnaire to help us determine if our site will be understandable.

  1. Scenario: You want to find out this organization's mission statement. Which menu option do you choose?
    [List of radio buttons]
    • Home
    • About
    • Resources
    • Find an Office
    • Search
  2. The following describes directions for applying to our grant. After reading, answer the following question:

    The Council’s Grant serves to advance Acme's goals by sponsoring community events. In determining whether to fund an event, the Council also considers factors including, but not limited to:
    • Target audiences
    • Alignment with the Council’s goals and objectives
    • Evaluations measuring participant satisfaction
To apply, download the form below.

Based on this wording, what would you include in your grant application?
[Input Field]

Just be sure you build a WCAG-compliant survey that includes accessible form layouts and question types. This will ensure participants can navigate using their assistive technologies. For example, Qualtrics has a specific form layout that is built to be accessible, or check out these accessibility tips for Google Forms. If sharing a document, note features that will enhance accessibility, such as using the ribbon for styling in Microsoft Word.

Tip: To find accessibility documentation for the software you’re using, search in your favorite search engine for the product name plus the word “accessibility” to find a product’s accessibility documentation.

Conduct Co-design Sessions

The prototyping phase might be a good time to utilize co-design and participatory design methods. With these methods, you can co-create designs with participants using any variety of artifacts that match the capabilities of your participants along with your research goals. The feedback can range from high-level workflows to specific visual designs, and you can guide the conversation with mock-ups, equivalent systems, or more creative artifacts such as storyboards that illustrate a scenario for user reaction.

For the prototype artifacts, these can range from low- to high-fidelity. For instance, participants without mobility or vision impairments can use paper-and-pencil sketching or whiteboarding. People with somewhat limited mobility may prefer a tablet-based drawing tool, such as using an Apple pencil with an iPad. Participants with visual impairments may prefer more 3-dimensional tools such as craft supplies, modeling clay, and/or cardboard. Or you may find that simply working on a collaborative online document offers the best accessibility as users can engage with their personalized assistive technology to jot down ideas.

Notably, the types of artifacts you use will be beneficial across differing user groups. In fact, rather than limiting the artifacts, try to offer a variety of ways to provide feedback by default. By doing this, participants can feel more empowered and engaged by the activity while also reassuring them you have created an inclusive environment. If you’re not sure what options to include, feel free to confirm what methods will work best as you recruit participants. That is, as you describe the primary activity when they are signing up, you can ask if the materials you have will be operable for the participant or allow them to tell you what they prefer to use.

The discussion you have and any supplemental artifacts you use then depend on communication styles. For example, deaf participants may need sign language interpreters to communicate their views but will be able to see sample systems, while blind participants will need descriptions of key visual information to give feedback. The actual study facilitation comes down to who you are recruiting and what level of feedback you are seeking; from there, you can work through the accommodations that will work best.

I conducted two co-design sessions at two different project phases while exploring how to create a wearable blind pedestrian navigation device. Early in the project, when we were generally talking about the feature set, we brought in several low-fidelity supplies, including a Braille label maker, cardboard, clay, Velcro, clipboards, tape, paper, and pipe cleaners. Based on user feedback, I fashioned a clipboard hanging from pipe cleaners as one prototype.

Later in the project when we were discussing the size and weight, we taped together Arduino hardware pieces representing the features identified by the participants. Both outcomes are pictured below and featured in a paper entitled, “What Not to Wearable: Using Participatory Workshops to Explore Wearable Device Form Factors for Blind Users.”

Ultimately, the benefit of this type of study is the participant-led feedback. In this way, participants are giving unfiltered feedback that is less influenced by designers, which may lead to more thoughtful design in the end.

Test With an Equivalent System

Very few projects are completely new creations, and often, teams use an existing site or application for project inspiration. Consider using similar existing systems and equivalent scenarios for your testing instead of creating a prototype.

By using an existing live system, participants can then use their assistive technology and adaptive techniques, which can make the study more accessible and authentic. Also, the study findings can range from the desirability of the available product features to the accessibility and usability of individual page elements. These lessons can then inform what design and code decisions to make in your system.

One caveat is to be aware of any accessibility barriers in that existing system. Particularly for website and web applications, you can look for accessibility documentation to determine if the company has reported any WCAG-conformance accessibility efforts, use tools like WAVE to test the system yourself, and/or mimic how your participants will use the system with their assistive technology. If there are workarounds for what you find, you may be able to avoid certain parts of the application or help users navigate past the inaccessible parts. However, if the site is going to be completely unusable for your participants, this won’t be a viable option for you.

If the system is usable enough for your testing, however, you can take the testing a step further by making updates on the fly if you or someone you collaborate with has engineering experience. For example, you can manipulate a website’s code with developer tools to add, subtract, or change the elements and styling on a page in real-time. (See “About browser developer tools”.) This can further enhance the feedback you give to your teams as it may more closely match your team’s intended design.

Build a Rapid Website Prototype

Notably, when conducting research focused on physical devices and hardware, you will not face the same obstacles to inaccessibility as with websites and web applications. You can use a variety of materials to create your prototypes, from cardboard to fabric to 3D printed material. I’ve sewn haptic vibration modules to a makeshift leather bracelet when working with wearables, for instance.

However, for web testing, it may be necessary to build a rapid prototype, especially to work around inaccessible artifacts such as a Figma file. This will include using a site builder that allows you to quickly create a replica of your team’s website. To create an accessible website, you’ll need a site builder with accessibility features and capabilities; I recommend WordPress, SquareSpace, Webflow, and Google Sites.

I recently used Google Sites to create a replica of a client’s draft pages in a matter of hours. I was adamant we should include disabled participants in feedback loops early and often, and this included after a round of significant visual design and content decisions. The web agency building the client’s site used Figma but not with the required formatting to use the built-in screen reader functionality. Rather than leave out blind user feedback at such a crucial time in the project, I started with a similar Google Sites template, took a best guess at how to structure the elements such as headings, recreated the anticipated column and card layouts as best I could, and used placeholder images with projected alt text instead of their custom graphics.

The screen reader testing turned into an impromptu co-design session because I could make changes in-the-moment to the live site for the participant to immediately test out. For example, we determined that some places where I used headings were not necessary, and we talked about image alt text in detail. I was able to add specific design and code feedback to my report, as well as share the live site (and corresponding code) with the team for comparison.

The downside to my prototype was that I couldn’t create the exact 1-to-1 visual design to use when testing with the other disabled participants who were sighted. I wanted to gather feedback on colors, fonts, and wording, so I also recruited low vision and neurodiverse participants for the study. However, my data was skewed because those participants couldn’t make the visual adjustments they needed to fully take in the content, such as recoloring, resizing, and having text read aloud. This was unfortunate, but we at least used the prototype to spark discussions of what does make a page accessible for them.

You may find you are limited in how closely you can replicate the design based on the tools you use or lack of access to developer assistance. When facing these limitations, consider what is most important to evaluate and determine if a paired-down version of the site will still give you valuable feedback over no site at all.

Use Wizard of Oz

The Wizard of Oz (WoZ) research method involves the facilitators mimicking system interactions in place of a fully working system. With WoZ, you can create your system’s approximate functionality using equivalent accessible tools and processes.

As an example, I’ll refer you to the talk by an Ally Financial research team that used this method for participants who used screen readers. They pre-programmed screen reader prompts into a clickable spreadsheet and had participants describe aloud what keyboard actions they would take to then trigger the corresponding prompt. While not the ideal set-up for the participants or researchers, it at least brought screen reader user feedback (and recognition of the users themselves) to the early design phases of their work. For more, review their detailed talk “Removing bias with wizard of oz screen reader usability testing”.

This isn’t just limited to screen reader testing, however. In fact, I’ve also often used Wizard of Oz for Voice User Interface (VUI) design. For instance, when I helped create an Alexa “skill” (their name for an app on Amazon speech-enabled devices), our prototype wouldn’t be ready in time for user testing. So, I drafted an idea to use a Bluetooth speaker to announce prompts from a clickable spreadsheet instead. When participants spoke a command to the speaker (thinking it was an Alexa device), the facilitator would select the appropriate pre-recorded prompt or a generic “I don’t understand” message.

Any system can be mimicked when you break down its parts and pieces and think about the ultimate interaction for the user. Creating WoZ set-ups can take creativity and even significant time to put together, but the outcomes can be worth it, particularly for longer-term projects. Once the main pieces are created, the prototype set-up can be edited and reused indefinitely, including during the study or between participants. Also, the investment in an easily edited prototype pays off exponentially if it uncovers something prior to finishing the entire product. In fact, that’s the main goal of this phase of testing: to help teams know what to look out for before they go through the hard work of finishing the product.

Inclusive Research Can No Longer Wait

Much has been documented about inclusive design to help teams craft technology for the widest possible audience. From the Web Content Accessibility Guidelines that help define what it means to be accessible to the Microsoft Inclusive Design Toolkits that tell the human stories behind the guidelines, there is much to learn even before a product begins.

However, the best approach is with direct user feedback. With this, we must recognize the conundrum many researchers are facing: We want to include disabled participants in UX research prior to a product being complete, but often, prototypes we have available for testing are inaccessible. This means testing with something that is essentially broken and will negatively impact our findings.

While it may feel like researchers will always be at a disadvantage if we don’t have the tools we need for testing, I think, instead, it’s time for us to push back. I propose we do this on two fronts:

  1. We make the research work as best we can in the current state.
  2. We advocate for the tools we need to make this more streamlined.

The key is to get disabled perspectives on the record and in the dataset of team members making the decisions. By doing this, hopefully, we shift the culture to wanting and valuing this feedback and bringing awareness to what it takes to make it happen.

Ideally, the awareness raised from our bootstrap efforts will lead to more people helping reduce the current prototype barriers. For some of us, this means urging companies to prioritize accessibility features in their roadmaps. For those working within influential prototype companies, it can mean getting much-needed backing to innovate better in this area.

The current state of our inaccessible digital ecosystem can sometimes feel like an entanglement too big to unravel. However, we must remain steadfast and insist that this does not remain the status quo; disabled users are users, and their diverse and invaluable perspectives must be a part of our research outcomes at all phases.

‘AI Is Expected to Transform the Role of Controllers & Analysts ‘

AI will automize many routine tasks in accounting and the role of financial controllers and analysts will change, but not be replaced say Manoj Kumar Vandanapu and Sandeep Kumar.

agi-talks-02.jpg

In the latest AGI Talks, two renowned finance experts share their insights by answering 10 questions about Artificial Intelligence (AI) and Artificial General Intelligence (AGI).

About Manoj Kumar Vandanapu & Sandeep Kumar

Manoj Kumar Vandanapu and Sandeep Kumar are experienced experts in the fields of finance and controlling.

manoj.jpg

Manoj, serving as a Corporate Finance Controller for a multinational investment bank and an independent researcher in Illinois, is recognized for integration of finance and technology. With a background in accounting combined with a passion for AI and Machine Learning, Manojs career focuses on driving financial practices forward. His leadership in deploying innovative solutions within the investment banking sector has markedly enhanced operational efficiencies and established new industry benchmarks. As a researcher, peer reviewer, and adjudicator, he continues to play a critical role in the evolution of financial technologies, mentoring emerging professionals along the way.

sandeep.jpg

Sandeep is an expert for SAP AI and Data Analytics with over 20+ years of experience. He has served in leadership roles to implement and operate multi-million, multi-year SAP ERP projects, and has utilized broad cross-functional business and technology know-how in the fields of systems architecture, data engineering, AI and analytics.

AGI Talks with Manoj and Sandeep

In our interview, Manoj and Sandeep share insights on AIs impact on finance and accounting:

1. What is your preferred definition of AGI?

Manoj & Sandeep: From a finance and accounting perspective, AGI can be defined as an AI system that possesses the ability to understand, learn, and apply knowledge across a wide range of financial and accounting tasks at a level of competence comparable to or surpassing that of a human expert. This includes abilities such as conducting financial analysis, making investment decisions, managing risk, and interpreting complex tax and accounting laws autonomously.

2. and ASI?

ASI refers to a hypothetical AI system that not only matches but significantly surpasses human intelligence across all fields, including finance and accounting. In the finance and accounting domains, super-intelligent AI could potentially revolutionize insight generation in the financial markets, decision making based on financial data, audit processes, and strategic financial planning and forecasting by processing and analyzing data at a scale and speed unattainable by human beings.

3. In what ways do you believe AI will most significantly impact society in the next decade?

In the next decade, AI is poised to significantly impact society by automating routine tasks, enhancing decision-making processes, and personalizing services. In finance and accounting, this could translate into more efficient operations, improved accuracy in financial reporting, and personalized financial advice. However, it may also lead to job displacement for roles that require mundane repetitive tasks like financial reconciliations, data analysis and consolidation, operational reporting and will require a shift/alignment in respective skills to enhance and support AI utilization in the finance domain.

4. What do you think is the biggest benefit associated with AI?

The biggest benefit of AI, particularly in finance and accounting, is its potential to enhance efficiency and accuracy. By automating repetitive and time-consuming tasks, AI can free up human professionals to focus more on strategic and analytical tasks, potentially leading to more insightful financial decisions and innovations.

5. and the biggest risk of AI?

The biggest risk associated with AI is the potential for exacerbating inequalities and causing job displacement. As artificial intelligence systems become more capable, there is a risk that they could replace a significant number of jobs in finance and accounting, leading to economic and social challenges. However, at the same time, it will also open doors to new opportunities and roles to optimally enhance the design and utilization of AI capabilities. Additionally, the concentration of AI capabilities in the hands of a few could increase wealth and power disparities.

6. In your opinion, will AI have a net positive impact on society?

Whether AI will have a net positive impact on society depends on how its development and deployment is managed. If governed ethically and inclusively, AI has the potential to contribute positively by driving economic growth, improving financial services, and enhancing productivity. However, addressing the challenges of equity, privacy, and employment in the initial stage will be crucial.

7. Where are the limits of human control over AI systems?

The limits of human control over AI systems are defined by the complexity of a systems and the unpredictability of their learning processes. As AI systems, particularly those based on GenAI, evolve based on their interactions and data inputs, ensuring they adhere to human values and ethics becomes increasingly challenging, especially for complex and autonomous systems in the field of finance, healthcare, and law of the land.

8. Do you think AI can ever truly understand human values or possess consciousness?

While AI can be programmed to mimic certain aspects of human ethics and decision-making, genuinely comprehending the depth of human values or achieving consciousness involves subjective experiences and emotions that are currently beyond AI's capabilities. However, we are hopeful, it is going to evolve with time.

9. Do you think your jobs as controllers and analysts will ever be replaced by AI?

While AI is set to automate certain aspects of the financial controller's or Advance Analytics role, especially the more routine tasks, it is less likely to replace the role entirely. Instead, AI is expected to transform the role, elevating the importance of strategic oversight, decision-making, and technological proficiency. Financial controllers and Analytics experts will adapt and support changes by acquiring new skills. Learning to leverage AI effectively can enhance their value and remain indispensable to their organizations.

10. We will reach AGI by the year?

Predicting the timeline for achieving AGI is highly speculative, with estimates ranging from a decade (i.e. 2035) to few more decades. Factors such as breakthroughs in computational power, algorithmic efficiency, and data availability play crucial roles. From a finance and accounting perspective, reaching AGI would mean developing systems that can fully understand and innovate within these domains autonomously, a milestone that is very much possible, but yet uncertain and dependent on numerous technological and ethical considerations.

An Improved SUBSTITUTE Function for Replacing Multiple Values in Google Sheets

Google Sheets offers a built-in SUBSTITUTE function that can can find and replace a specific text in a cell with another value. For instance, you can use =SUBSTITUTE("My favorite color is red", "red", "blue") to replace the text red in the string with blue. The SUBSTITUTE function is case-sensitive and will replace all occurrences of the search text.

Replace Multiple Values with SUBSTITUTE

Now consider a scenario where you have to replace multiple values in a string with different values. For instance, if you have a template string like My name is {{name}} and I work at {{company}} and you want to replace {{name}} with the actual name and {{company}} with the company name.

The SUBSTITUTE function is not helpful here because it can only replace one value at a time but you can use nested SUBSTITUTE functions to replace multiple values in a single cell. There would be one SUBSTITUTE function for each value that you want to replace.

Nested Substitute Function

Nested SUBSTITUTE Functions

=SUBSTITUTE(
  SUBSTITUTE(A1,"{{name}}","Amit"),
   "{{company}}","Digital Inspiration")

Multiple Substitute Function for Google Sheets

The nested approach works, but the formula can get long and complex when you have to replace multiple values in a single cell. Here’s a simpler approach that uses Google Apps Script to create a custom function that can replace multiple values in a single call.

=MULTI_SUBSTITUTE(A1, "replace_1", "value_1", "replace_2", "value_2", ... "replace_n", "value_n")

The function takes the input string as the first argument and then pairs of search and replace values. Each pair has two values - the first value is the search text and the second value is the replacement text. The function will replace all occurrences of the search text in the input string with the corresponding replacement text.

Multiple Substitute in a Single Cell

Open your Google Sheet, go to Extensions > Apps Script and paste the following code in the script editor. Save the script and you can now use the MULTI_SUBSTITUTE function in your Google Sheet to replace multiple values in a single cell.

/**
 * Replaces multiple occurrences of search text in a string with new values.
 * @returns {string} The modified string with replacements made.
 *
 * @customfunction
 */
function MULTI_SUBSTITUTE(text, ...opts) {
  for (let i = 0; i < opts.length; i += 2) {
    const searchValue = opts[i];
    const replaceValue = opts[i + 1];

    // Regex for case-insensitive search (flags 'gi')
    const regex = new RegExp(searchValue, 'gi');

    // Replace all occurrences of the search value
    text = text.replace(regex, replaceValue || '');
  }
  return text;
}

This custom function uses regular expressions to replace all occurrences of the search value in the input string. The i flag in the regular expression makes the search case-insensitive unlike the built-in SUBSTITUTE function.

You can also use the multiple substitute function to generate pre-filled links for Google Forms.

How to Use SMTP Server to Send WordPress Emails

Are you having trouble receiving or sending emails from your WordPress site?

Email deliverability is one of the most important parts of running a website. From password reset emails to order confirmations, having a reliable email service is a must.

In this article, we will show you how to use an SMTP server to send WordPress emails.

SMTP-server-to-send-WordPress-emails-OG

The Problem With WordPress Emails

WordPress uses PHP for most of its functions, including sending emails.

Many shared hosting providers do not have the email function configured properly, or they have disabled it entirely to avoid abuse. In either case, this causes your WordPress emails to not be delivered.

The alternative solution is to use a third-party email service to send out your emails. You can use services like Mailgun, Google Workspace, or SendGrid.

You will have to pay for your account, and the cost will vary depending on how many users/accounts you add or the number of emails you send. See our tutorial on how to fix the WordPress not sending email issue.

Additionally, some web hosts limit the number of emails users can send from their servers. For more information about why WordPress emails won’t send, check out our blog post on why you should never use WordPress to send newsletter emails.

There is another option, however. You can use SMTP to send emails using the WordPress hosting that you already have.

SMTP, which stands for Simple Mail Transfer Protocol, allows you to use an external mail server to handle email delivery. This ensures higher email deliverability rates and can prevent your emails from landing in the spam folder.

Video Tutorial

For written instructions, just continue reading.

Using Email Accounts by Your Host

Most WordPress hosting providers offer email services for each domain you host with them. This means you can create email accounts with your own domain name, like yourname@yoursite.com.

Using your website’s domain will help you engage your subscribers from your email list and help you stay on-brand by sending messages with your domain name rather than a personal inbox.

First, you will need to create an email account. For the sake of this example, we will show you how to create an email account in cPanel using Hostinger. Your hosting service provider may use some other account management system, but the basic process is the same on most hosting services.

Log into your hosting account and click on ‘Emails’ so that you can create a new email under your domain. Then go ahead and click ‘Manage’ next to your domain.

email account hostinger

Then, you’ll need to click on ‘Create email account.’

That way, you can set up a business email under your domain name rather than the default version that WordPress gives you.

create email account

This will show you a simple form, where you need to fill out the information required to create your email account.

Since we will be using this account to send WordPress emails, we recommend that you create an email account like wordpress@example.com. Make sure to replace example.com with your own domain name.

Go ahead and enter your email name and password. Then click ‘Create.’

create email name and password

From here, you’ll be asked to configure third-party email services to connect to.

That said, you can choose ‘Other’ if you don’t want to use any of the given services.

configure apps and devices

Make sure to copy the SMTP Host and Port since you’ll need to add that information to the settings of your WordPress SMTP plugin to start sending emails reliably.

The SMTP Host will allow you to send emails from the email address you’ve just created, and the SMTP Port is for secure login.

Finally, go ahead and click on ‘Complete, I’ve set up my client.’

SMTP host and port

If you’re using another hosting provider, like Bluehost or SiteGround, you can check the support section on your host’s website for this information. Most likely, there will be an article providing this information. If you don’t find it, then you should contact the hosting support to request this information.

Unfortunately, WordPress doesn’t offer built-in native SMTP settings by default. If you want to configure SMTP in WordPress for emails, you must install a SMTP plugin.

Using a WordPress SMTP plugin allows all of your emails to reach the desired destination by connecting to a server made to handle all types of emails. It will replace the default method of sending emails through WordPress, which uses the unreliable PHP mail system.

Using Your Branded Email Address in WordPress

You will now need to install and activate the WP Mail SMTP plugin.

WP Mail SMTP website

Used by over 3 million websites, the WP Mail SMTP plugin is the best SMTP plugin for WordPress. It allows you to fix your emails easily by sending them through an email provider, which is a much more reliable way of sending emails than from your web server. 

For more details, see our step-by-step guide on how to install a WordPress plugin.

Upon activation, you must visit Settings » Email to configure the plugin settings.

First, you need to enter the email address you just created in the From Email field. After that, you can add a From Name that will be used as the sender name.

WP Mail SMTP Settings

Next, you need to choose the mailer. Go ahead and check the box next to Return Path that says, ‘Set the return-path to match the From Email’. After that, you need to check the box next to ‘Return Path’ option.

This option sets the return path to match the sender’s email address. If you leave it unchecked, bounced messages and non-delivery receipts will be lost.

Then, click on the ‘Other SMTP’ option to select it. If you have another mailer service, you can select that instead.

Other SMTP

Note: The free version of WP Mail SMTP supports SendLayer, SMTP.com, Brevo, Google Workspace, Mailgun, Postmark, SendGrid, SparkPost, and Other SMTP.

However, the Pro version also supports Amazon SES, Microsoft 365/Outlook, and Zoho Mail in addition to all the free options. Also, with the Pro version, you can turn on Detailed Email Logs and Instant Email Alerts. The email logs allow you to keep records of every email sent out, and the email alerts inform you whenever your site fails to send an email.

Next, you need to set up SMTP options.

First, you need to enter your SMTP host and port that you copied earlier.

You can obtain this information from your hosting provider. Typically, the SMTP host is mail.yourdomain.com (replace yourdomain.com with your own domain name). For SMTP, Port 465 is commonly used.

Depending on your hosting provider, they’ll provide an encryption method when signing up for an email account.

In this case, we are given an SSL encryption method in Hostinger, so we will select that option. However, some hosting services may provide TLS options as well.

Choosing the encryption method is important because it ensures your emails are secure and private. Without it, the content inside the emails could be intercepted and read by unauthorized parties.

smtp host and smtp port

After that, turn on the authentication toggle and provide your SMTP username and password. Normally, your email address is also your SMTP username.

Then go ahead and give your SMTP account a password.

SMTP username and password

You can always use a password manager, like 1Password, to securely manage your passwords.

Don’t forget to click on the ‘Save Settings’ button to store your changes.

save settings

Keep in mind that if you do have another mailer service, you can add that service as a backup connection. That means if an email fails to send using your primary connection, then WP Mail SMTP will automatically try to send the email again using your backup connection.

If you’d like to add another mailer service, just hit the ‘additional connection’ link shown in the screenshot above, and WP Mail SMTP will guide you on how to do it.

If you don’t have Hostinger, these steps will look a little different. In that case, you may want to check out our ultimate guide on how to set up WP Mail SMTP with any host.

Testing Your SMTP Settings

Now that you have set up WP Mail SMTP to send emails, let’s test if everything is working fine. Head over to WP Mail SMTP » Tools in the WordPress admin panel.

Under the ‘Email Test’ tab, you need to provide an email address where you would like to receive a test email. This could be any valid email address that you can access.

Go ahead and toggle the HTML button to ‘ON.’ After that, click on the Send Email button to continue.

send a test email

WP Mail SMTP will now send an email message using the SMTP settings you entered earlier.

Check your inbox, and you should see a success message appear informing you that the email was sent successfully.

WP SMTP success message

Troubleshooting WordPress Email Issues

The most common reason for errors in sending emails using SMTP is an incorrect SMTP host or port.

Make sure that you are entering the correct host and port settings provided by your hosting provider.

smtp host and smtp port

Make sure that you select the correct encryption method.

Usually, SSL works on most environments, but we recommend that you check with your web host if your emails are not getting delivered.

Resending Emails Manually

Even if there aren’t any SMTP configuration errors, you may still experience temporary issues.

For example, the recipient’s email server might be causing emails to bounce or the mailer service may place a cap on how many emails you can send per day. If you exceed the allowed number of sent emails in a given time frame, the emails may be rejected.

In that case, you can simply resend it to those specific recipients. All you have to do is head over to WP Mail SMTP » Email Log.

Simply check all of the boxes next to the emails that failed to resend, and under the Bulk Actions dropdown menu, select the ‘Resend’ option and click ‘Apply.’

resend emails

Then, a pop-up message will appear, asking you to confirm if you want to resend the selected emails.

Go ahead and hit the ‘Yes’ button.

heads up message

Finally, you’ll receive a confirmation message on the screen that the emails are in the queue and will be resent shortly. Then, click ‘OK.’

There you have it! Now you know how to successfully use an SMTP server to send WordPress emails.

ok button

Pros and Cons of Using Your Web Host’s Mail Servers for WordPress Emails

First and foremost, the most obvious advantage of using your web host’s servers for sending emails in WordPress is that you can use your own branded email address.

Another pro is that you have already paid for this service when signing up for your hosting account. You will not need to pay any extra money to send and receive emails.

However, some WordPress hosting providers enforce limitations on outgoing emails. This is why we don’t recommend using WordPress to send newsletter emails and suggest using SMTP for transaction emails alone.

Another common problem with shared hosting providers is that their mail servers can be quite unreliable at times. If you notice delays in email delivery, then you should consider using third-party email services like Google Workspace, Mailgun, or SendGrid.

We hope this article helped you learn how to use an SMTP server to send WordPress emails. You may also want to see our list of the must have WordPress plugins for businesses or our guide on how to create a free business email address.

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 Use SMTP Server to Send WordPress Emails first appeared on WPBeginner.

Using AI For Neurodiversity And Building Inclusive Tools

In 1998, Judy Singer, an Australian sociologist working on biodiversity, coined the term “neurodiversity.” It means every individual is unique, but sometimes this uniqueness is considered a deficit in the eyes of neuro-typicals because it is uncommon. However, neurodiversity is the inclusivity of these unique ways of thinking, behaving, or learning.

Humans have an innate ability to classify things and make them simple to understand, so neurodivergence is classified as something different, making it much harder to accept as normal.

“Why not propose that just as biodiversity is essential to ecosystem stability, so neurodiversity may be essential for cultural stability?”

— Judy Singer

Culture is more abstract in the context of biodiversity; it has to do with values, thoughts, expectations, roles, customs, social acceptance, and so on; things get tricky.

Discoveries and inventions are driven by personal motivation. Judy Singer started exploring the concept of neurodiversity because her daughter was diagnosed with autism. Autistic individuals are people who are socially awkward but are very passionate about particular things in their lives. Like Judy, we have a moral obligation as designers to create products everyone can use, including these unique individuals. With the advancement of technology, inclusivity has become far more important. It should be a priority for every company.

As AI becomes increasingly tangled in our technology, we should also consider how being more inclusive will help, mainly because we must recognize such a significant number. AI allows us to design affordable, adaptable, and supportive products. Normalizing the phenomenon is far easier with AI, and it would help build personalized tools, reminders, alerts, and usage of language and its form.

We need to remember that these changes should not be made only for neurodiverse individuals; it would help everyone. Even neurotypicals have different ways of grasping information; some are kinesthetic learners, and others are auditory or visual.

Diverse thinking is just a different way of approaching and solving problems. Remember, many great minds are neurodiverse. Alan Turing, who cracked the code of enigma machines, was autistic. Fun fact: he was also the one who built the first AI machine. Steve Jobs, the founder and pioneer design thinker, had dyslexia. Emma Watson, famously known for her role as Hermione Granger from the Harry Potter series, has Attention-Deficit/Hyperactivity Disorder (ADHD). There are many more innovators and disruptors out there who are different.

Neurodivergence is a non-medical umbrella term.) used to classify brain function, behavior, and processing, which is different from normal. Let’s also keep in mind that these examples and interpretations are meant to shed some light on the importance of the neglected topic. It should be a reminder for us to invest further and investigate how we can make this rapidly growing technology in favor of this group as we try to normalize neurodiversity.

Types Of Neurodiversities
  • Autism: Autism spectrum disorder (ASD) is a neurological and developmental disorder that affects how people interact with others, communicate, learn, and behave.
  • Learning Disabilities
    The common learning disabilities:
  • Attention-Deficit/Hyperactivity Disorder (ADHD): An ongoing pattern of inattention and/or hyperactivity-impulsivity that interferes with functioning or development.
Making AI Technology More Neuro-inclusive

Artificial Intelligence (AI) enables machines to think and perform tasks. However, this thinking is based on algorithmic logic, and that logic is based on multiple examples, books, and information that AI uses to generate the resulting output. The network of information that AI mimics is just like our brains; it is called a neural network, so data processing is similar to how we process information in our brains to solve a problem.

We do not need to do anything special for neurodiversity, which is the beauty of AI technology in its current state. Everything already exists; it is the usage of the technology that needs to change.

There are many ways we could improve it. Let’s look at four ways that are crucial to get us started.

Workflow Improvements

For: Autistic and ADHD
Focus: Working memory

Gartner found that 80% of executives think automation can be applied to any business decision. Businesses realized that a tactical approach is less successful than a strategic approach to using AI. For example, it can support business decisions that would otherwise require a lot of manual research.

AI has played a massive role in automating various tasks till now and will continue to do so in the future; it helps users reduce the time they spend on repetitive aspects of their jobs. It saves users a lot of time to focus their efforts on things that matter. Mundane tasks get stacked in the working memory; however, there is a limit: humans can keep up to 3–5 ideas simultaneously. If there are more than five ideas at play, humans ought to forget or miss something unless they document it. When completing these typical but necessary tasks, it becomes time-consuming and frustrating for users to focus on their work. This is especially troublesome for neurodivergent employees.

Autistic and ADHD users might have difficulty following through or focusing on aspects of their work, especially if it does not interest them. Straying thoughts is not uncommon; it makes it even harder to concentrate. Autistic individuals are hyper-focused, preventing them from grasping other relevant information. On the contrary, ADHD users lose focus quickly as their attention span is limited, so their working memory takes a toll.

AI could identify this and help users overcome it. Improving and automating the workflow will allow them to focus on the critical tasks. It means less distractions and more direction. Since they have trouble with working memory, allowing the tool to assist them in capturing moments to help recall later would benefit them greatly.

Example That Can Be Improved

Zoom recently launched its AI companion. When a user joins a meeting as a host, they can use this tool for various actions. One of those actions is to summarize the meeting. It auto-generates meeting notes at the end and shares them. AI companion is an excellent feature for automating notes in the meeting, allowing all the participants to not worry about taking notes.

Opportunity: Along with the auto-generated notes, Zoom should allow users to take notes in-app and use them in their summaries. Sometimes, users get tangent thoughts or ideas that could be useful, and they can create notes. It should also allow users to choose the type of summary they want, giving them more control over it, e.g., short, simplified, or list. AI could also personalize this content to allow participants to comprehend it in their own way. Autistic users would benefit from their hyper-focused attention in the meeting. ADHD users can still capture those stray thoughts, which the AI will summarize in the notes. Big corporations usually are more traditional with incremental improvements. Small tech companies have less to lose, so we often see innovation there.

Neurodivergent Friendly Example

Fireflies.ai is an excellent example of how neuro-inclusivity can be considered, and it covers all the bases Zoom falls short of. It auto-generates meeting notes. It also allows participants to take notes, which are then appended to the auto-generated summary: this summary can be in a bullet list or a paragraph. The tool can also transcribe from the shared slide deck within the summary. It shares audio snippets of important points alongside the transcription. The product can support neurodivergent users far better.

Natural Language Processing

For: Autistic, Learning Disabilities, and ADHD
Focus: Use simple words and give emotional assistance

Words have different meanings for all. Some might understand the figurative language, but others might get offended by the choice of it. If this is so common with a neurotypical, imagine how tricky it will be for a neurodivergent. Autistic users have difficulty understanding metaphorical language and empathizing with others. Learning disabilities will have trouble with language, especially figurative language, which perplexes them. ADHD users have a short attention span, and using complex sentences would mean they will lose interest.

Using simple language aids users far better than complex sentence constructions for neurodivergent. Metaphors, jargon, or anecdotal information might be challenging to interpret and frustrate them. The frustration could avert them from pursuing things that they feel are complex. Providing them with a form of motivation by allowing them to understand and grow will enable them to pursue complexities confidently. AI could help multifold by breaking down the complex into straightforward language.

Example That Can Be Improved

Grammarly is a great tool for correcting and recommending language changes. It has grammatical and Grammarly-defined rules based on which the app makes recommendations. It also has a feature that allows users to select the tone of voice or goals, casual or academic style, enhancing the written language to the expectation. Grammarly also lets organizations define style guides; it could help the user write based on the organization’s expectations.

Opportunity: Grammarly still needs to implement a gen AI assistive technology, but that might change in the future. Large learning models (LLM) can further convert the text into inclusive language considering cultural and regional relevance. Most presets are specific to the rules Grammarly or the organization has defined, which is limiting. Sentimental analysis is still not a part of their rules. For example, if the write-up is supposed to be negative, the app recommends changing or making it positive.

Neurodivergent Friendly Example

Writer is another beautiful product that empowers users to follow guidelines established by the organization and, obviously, the grammatical rules. It provides various means to rewrite sentences that make sense, e.g., simplify, polish, shorten, and so on. Writers also assist with sentence reconstruction and recommendation based on the type of content the user writes, for instance, an error or a tooltip. Based on those features and many more under the gen AI list, Writer can perform better for neurodivergent users.

Cognitive Assistance

For: Autistic, Learning Disabilities, and ADHD
Focus: Suggestive technology

Equality Act 2010 was established to bring workplace equality with legislation on neurodiversity. Employers need to understand the additional needs of neurodivergent employees and make amendments to existing policies to incorporate them. The essence of the Equality Act can be translated into actionable digital elements to bring equality of usage of products.

Neurodiverse or not, cognitive differences are present in both groups. The gap becomes more significant when we talk about them separately. Think about it: all AI assistive technologies are cognition supplements.

Cognoassist did a study to understand cognition within people. They found that less than 10% of them score within a typical range of assessment. It proves that the difference is superficial, even if it is observable.

Cognition is not just intelligence but a runway of multiple mental processes, irrespective of the neural inclination. It is just a different way of cognition and reproduction than normal. Nonetheless, neurodivergent users need assistive technologies more than neuro-typicals; it fills the gap quickly. This will allow them to function at the same level by making technology more inclusive.

Example That Can Be Improved

ClickUp is a project management tool that has plenty of automation baked into it. It allows users to automate or customize their daily routine, which helps everyone on the team to focus on their goals. It also lets users connect various productivity and management apps to make it a seamless experience and a one-stop shop for everything they need. The caveat is that the automation is limited to some actions.

Opportunity: Neurodivergent users sometimes need more cognitive assistance than neuro-typicals. Initiating and completing tasks is difficult, and a push could help them get started or complete them. The tool could also help them with organization, benefiting them greatly. Autistic individuals prefer to complete a task in one go, while ADHD people like to mix it up as they get the necessary break from each task and refocus. An intelligent AI system could help users by creating more personalized planned days and a to-do list to get things started.

Neurodivergent Friendly Example

Motion focuses on planning and scheduling the user’s day to help with their productivity goals. When users connect their calendars to this tool, they can schedule their meetings with AI by considering heads-down time or focused attention sessions based on each user’s requirement. The user can personalize their entire schedule according to their liking. The tool will proactively schedule incoming meetings or make recommendations on time. This AI assistive technology also aids them with planning around deadlines.

Adaptive Onboarding

For: Learning Disabilities and ADHD
Focus: Reduce Frustration

According to Epsilon, 80% of consumers want a personalized experience. All of these personalization experiences are to make the user’s workflow easier. These personalized experiences start from the introduction to the usage of the product. Onboarding helps users learn about the product, but learning continues after the initial product presentation.

We cannot expect users to know about the product once the onboarding has been completed and they need assistance in the future. Over time, if users have a hard time comprehending or completing a task, they get frustrated; this is particularly true for ADHD users. At the same time, users with learning disabilities do not remember every step either because they are too complex or have multiple steps.

Adaptive onboarding will allow everyone to re-learn when needed; it would benefit them more since help is available when needed. This type of onboarding could be AI-driven and much more generative. It could focus on different learning styles, either assistive, audio, or video presentation.

Example That Can Be Improved:

Product Fruits has a plethora of offerings, including onboarding. It offers personalization and the ability to tailor the onboarding to cover the product for new users. Allowing customization with onboarding gives the product team more control over what needs attention. It also provides the capability to track product usage based on the onboarding.

Opportunity: Offering AI interventions for different personas or segments will give the tool an additional layer of experience tailored to the needs of individuals. Imagine a user with ADHD who is trying to figure out how to use the feature; they will get frustrated if they do not identify how to use it. What if the tool intuitively nudges the user on how to complete the task? Similarly, if completing the task is complex and requires multiple steps, users with learning disabilities have difficulty following and reproducing it.

Neurodivergent Friendly Example

Onboarding does not always need to be at the start of the product introduction. Users always end up in situations where they need to find a step in the feature of completing a task but might have difficulty discovering it. In such cases, they usually seek help by asking colleagues or looking it up on the product help page.

Chameleon helps by offering features that let users use AI more effectively. Users can ask for help anytime, and the AI will generate answers to help them.

Considerations

All the issues I mentioned are present in everyone; the difference is the occurrence and intensity between neurotypical and neurodiverse individuals. Everyday things, discussions, conclusions, critical thinking, comprehension, and so on, are vastly different. It is like neurodiverse individuals’ brains are wired differently. It becomes more important to build tools that solve problems for neurodiverse users, which we inadvertently solve for everyone.

An argument that every human goes through those problems is easy to make. But, we tend to forget the intensity and criticality of those problems for neurodiverse individuals, which is far too complex than shrugging it off like neuro-typicals who can adapt to it much more quickly. Similarly, AI too has to learn and understand the problems it needs to solve. It can be confusing for the algorithm to learn unless it does not have multiple examples.

Large Language Models (LLM) are trained on vast amounts of data, such as ChatGPT, for example. It is accurate most of the time; however, sometimes, it hallucinates and gives an inaccurate answer. That might be a considerable problem when no additional guidelines exist except for the LLM. As mentioned above, there is still a possibility in most cases, but having the company guidelines and information would help give correct results.

It could also mean the users will be more dependent on AI, and there is no harm in it. If neurodiverse individuals need assistance, there cannot be a human present all the time carrying the patience required every time. Being direct is an advantage of AI, which is helpful in the case of their profession.

Conclusion

Designers should create efficient workflows for neurodivergent users who are having difficulty with working memory, comprehending complex language, learning intricate details, and so on. AI could help by providing cognitive assistance and adaptive technologies that benefit neurodivergent users greatly. Neurodiversity should be considered in product design; it needs more attention.

AI has become increasingly tied in every aspect of the user’s lives. Some are obvious, like conversational UI, chatbots, and so on, while others are hidden algorithms like recommendation engines.

Many problems specific to accessibility are being solved, but are they being solved while keeping neurodiverse issues in mind?

Jamie Diamon famously said:

“Problems don’t age well.”

— Jamie Diamon (CEO, JP Morgan)

This means we have to take critical issues into account sooner. Building an inclusive world for those 1.6 billion people is not a need for the future but a necessity of the present. We should strive to create an inclusive world for neurodiverse users; it is especially true because AI is booming, and making it inclusive now would be easy as it will scale into a behemoth set of features in every aspect of our lives in the future.

How to Sell Personal Training Services with WordPress

Do you want to sell your personal training services online?

Luckily, WordPress lets you create a simple payment form or even an entire membership site to sell your personal training services. This will allow clients to ask about your services and schedule training sessions directly through your website, helping you grow your business.

In this article, we will show you how to easily sell personal training services with WordPress, step by step.

Sell Personal Training Services with WordPress

Why Sell Personal Training Services Online?

Building a website to sell your personal training services online can act as a base to showcase your experience and promote your training sessions. This expands your reach, helping you attract more clients who may not have heard of your business offline.

If you have a gym website, then adding a training services sign-up form is a good idea. This will make it easier for potential clients to join your gym after viewing your experience and training philosophy on your website.

It will also give your customers a central place for communication and booking, making the process smooth and convenient.

Plus, you can collect important customer information like fitness goals, any injuries or limitations, and preferred training methods. This will let you create personalized training programs for individual clients.

Why Use WordPress to Sell Personal Training Services?

Before you can add a training services form and start making money online, you must first create a website where you can promote your services. We recommend choosing WordPress because it is the best website builder on the market and is used by over 43% of sites on the internet.

However, you must know that there are two types of WordPress. WordPress.com is a blog hosting platform, while WordPress.org is an open-source, self-hosted software. For more details, see our comparison between WordPress.com and WordPress.org.

To sell personal training services, we recommend WordPress.org because it is completely free, flexible, and can integrate with plugins to help you sell your services.

For more information, see our complete WordPress.org review.

Once you have chosen a website builder, you must purchase a hosting plan and domain name to sell your training services. This is where your costs will start adding up.

That is why we recommend opting for Bluehost, which is a WordPress-recommended hosting company.

Bluehost offer for WPBeginner readers

They offer a generous discount to WPBeginner readers along with a free SSL certificate and domain name. To get up to a 77% discount, just click on the button below.

Upon purchasing hosting, you can see our beginner’s guide on how to make a WordPress website for more instructions.

Now, let’s see how to sell your personal training services with WordPress easily. You can use the links below to jump to the method of your choice:

Method 1: Sell Training Services With WPForms (Easy)

You can easily sell training services in WordPress with WPForms. It is the best contact form plugin on the market that comes with a drag-and-drop builder, 1700+ premade templates, and a premade personal training signup form.

First, you need to install and activate WPForms. For details, see our beginner’s guide on how to install a WordPress plugin.

Note: WPForms has a free plan. However, you will need the pro version to unlock the personal trainer form template.

You will also need to install a payment addon to accept payments through PayPal, Stripe, Square, or Authorize.net on your online form.

You can do this by going to the WPForms » Addons page from the WordPress dashboard and clicking the ‘Install Addon’ button under the payment processor you want to use. In our example, we are installing the PayPal standard addon.

Install the PayPal Standard Addon

You will then need to go to WPForms » Settings and click on ‘Payments’ to set up the payment processor of your choice.

For more details, you can see our tutorial on how to create a WordPress form with payment options.

WPForms' payment settings

Then, you can visit the WPForms » Add New page from the WordPress dashboard and add a name for your form.

After that, find the ‘Personal Trainer Sign-Up Form’ template and click the ‘Use Template’ button under it.

Choose the personal trainer sign up form template

This will open the WPForms drag-and-drop builder, where you will see a form preview on the right with form fields on the left side of the screen.

From here, you can add, rearrange, and delete fields according to your liking.

Add, rearrange, or delete form fields in the personal trainer sign up form

Next, you can scroll down and click on the ‘Trainer Preference’ field to open its settings in the left column. You can then change the preference options.

For instance, if you want clients to select trainers based on their experience rather than gender, then you can add those options in the ‘Choices’ field.

Configure the trainer preference field

Similarly, you can change the days and times you are available for personal training.

Once you do that, you can configure the Desired Packages field to add your personal training session packages in the form.

For example, you might offer a fitness assessment, a single training session, 4 training sessions, and 12 training session packages to your customers.

Add training service packages

Next, you have to add a payment field to your form so that users can pay for your training sessions directly.

Scroll down to the ‘Payment Fields’ section in the left column. Next, add the ‘Multiple Choice’ field to the form.

Add the multiple Items payment field

After that, click on the field again to open its settings in the sidebar.

From here, you can add the names and prices for your personal training sessions.

Add prices for each training session package

Then, switch to the Settings » Notifications tab from the left column and toggle the ‘Enable Notifications’ switch to on. Now, users will receive an email notification upon submitting the form on your site.

Once you do that, scroll down to the ‘Email Message’ section, where you can type the message that will be sent to potential clients.

If you haven’t added a payment field to your form, then you can tell customers how long it will take to reach out to them for payment details using this message.

You can also edit the subject line and email address from here.

Add an email notification message for users

Once you are satisfied, simply click the ‘Save’ button at the top to store your settings.

Expert Tip: Emails sent directly from WordPress can end up in your users’ spam folders. That’s why we recommend using an SMTP service like WP Mail SMTP. For more details, you can see our guide on how to fix the WordPress not sending emails issue.

Now, open the page or post where you want to add the training services form. Here, click the add block (+) button in the top left corner and add the WPForms block.

Then, go ahead and select the form you just created from the dropdown menu within the block itself.

Add the personal training services form to a page

Finally, click the ‘Update’ or ‘Publish’ button to store your settings.

You can now visit your WordPress site to view the personal training services form in action.

Personal training services form preview

With WPForms, you can then view all your form entries right from your dashboard.

To do this, you must visit the WPForms » All Forms page and click the ‘Entries’ link under the training services form you created.

Click Entries link under the form name on the All Forms page

This will take you to a new screen, where you can view the data of all the users who have submitted the form by clicking the ‘View’ link on the right.

You can also delete and edit the entries according to your liking.

View the training services form details

Method 2: Sell Training Services With WP Simple Pay (Free)

If you are looking for a free way to add a personal training services form to your website, then this method is for you.

WP Simple Pay is the best WordPress Stripe plugin that allows you to accept online payments without setting up a shopping cart. It comes with a payment form builder, easy setup, secure payment processing, recurring payments, and premade templates.

Overall, it makes it super easy to build a personal training services form with the plugin.

First, you need to install and activate WP Simple Pay. For detailed instructions, you can see our step-by-step guide on how to install a WordPress plugin.

Note: WP Simple Pay has a free plan that you can use for this tutorial. However, we will be using the pro version to unlock more features.

Upon activation, a setup wizard will be launched on the screen, where you must click the ‘Let’s Get Started’ button.

The WP Simple Pay Setup Wizard Will Start Automatically

You will then be taken to a new page, where you must enter your license key. This option will only apply to users with a pro plan. You can find this information in your account on the WP Simple Pay website.

Once you have done that, simply click the ‘Activate and Continue’ button.

You’ll Be Asked to Enter Your WP Simple Pay License Key

Next, you will be asked to connect your plugin with Stripe, which is a popular payment gateway that easily accepts online payments.

To do this, click the ‘Connect with Stripe’ button.

Connect with Stripe

This will direct you to another screen, where you must log in to your Stripe account to connect it with WP Simple Pay. If you don’t have an account yet, then you can create one by visiting the Stripe website.

For more information, see our tutorial on how to accept Stripe payments in WordPress.

Upon successful integration, the setup wizard will ask you to configure email settings.

Now, simply enable options to receive email notifications for payment receipts, upcoming invoices, and payment notifications and enter the email address to send them to.

Once that is done, click the ‘Save and Continue’ button.

Configure Your WP Simple Pay Emails

Next, you must visit the WP Simple Pay » Add New page from the WordPress dashboard to start building a personal training services form.

This will open the ‘Select a Template’ screen, where you will see a list of premade templates.

Since WP Simple Pay does not offer a specific template for training services, you can click the ‘Use Template’ button under the ‘Payment Form’ option.

Select a template for WP Simple Pay

This will take you to the ‘Add New Payment Form’ page, where you can start by adding a name and description for your personal training services form.

After that, select ‘On-site payment form’ as your form type.

Add a title and description for the training services form

Next, switch to the ‘Payments’ tab and add a label and pricing for the training session that you offer.

If you offer more than one training service package, then you can click the ‘Add Price’ button to add multiple pricing options for different deals.

Add pricing for different training packages

Once you do that, scroll down to the ‘Payment Methods’ section and check the box next to the payment gateways that you want to add to your form.

With WP Simple Pay, you can add SEPA, Affirm, Klarna, and AfterPay as payment methods as well. However, you will need the pro plan for these options.

If you have the free plan, then you will only be able to add AliPay and debit/credit card as payment methods.

Choose the All option from the payment method dropdown menu

After that, switch to the ‘Form Fields’ page from the left column. Here, the payment form has the email address, price selector, and payment methods as the default fields.

However, if you also want users to submit their name, phone number, and address, then you can select those options from the dropdown menu.

Add the name, phone, and address form fields

Similarly, if you want to add a custom age or weight field to your form, then you must select the ‘Text’ form field from the dropdown menu.

Once you do that, expand the field settings and add ‘Age’ as a label and placeholder text.

Create custom age and weight fields

Additionally, you can select the ‘Dropdown’ form field to add custom trainer, day, or timing preference fields.

Here, simply expand the field tab and add a label. Then, you can type all the options that you want to offer your clients into the ‘Options’ field.

For instance, if you want users to be able to select specific days for their personal training, then you can type the available days into the field.

Keep in mind to separate each option with a comma.

Create custom dropdown fields for trainer, days, and timing preference

Once that is done, switch to the ‘Payment Page’ tab and check the ‘Enable a dedicated payment page’ box.

WP Simple Pay will now create a custom personal training service payment page for you.

You can simply add a URL for the form page in the ‘Permalink’ field and then choose a color scheme, image, and footer text.

Customize the payment page

Finally, click the ‘Publish’ button on the right to store your settings.

You can then visit your WordPress site to view the personal training services form.

Preview of the custom training services form page

Alternatively, if just want to add the form to an existing page, then you must click the ‘Publish’ button after adding form fields.

After that, visit the page or post where you want to add the form and click the add block (+) button.

Once the block menu opens up, just add the WP Simple Pay block and choose the form from the dropdown menu.

Add the WP Simple Pay block in the content editor

Then, click the ‘Update’ or ‘Publish’ button to store your settings.

Now, you can visit the existing page on your WordPress site to view the personal training services form in action.

Preview of the personal training services form created with WP Simple Pay

Bonus: How to Sell Training Courses and Videos as Downloads

Apart from services, you can also sell training courses and videos on your WordPress site. It is a cost-effective way to earn money online and can motivate users who buy your courses to also sign up for personal training sessions.

You can easily sell training courses with Easy Digital Downloads, which is the best WordPress plugin for selling digital products like PDFs, videos, music, courses, eBooks, and more.

Easy Digital Downloads Website

You can easily connect the plugin with multiple payment gateways and create your first digital product by visiting the Downloads » Add New page.

This will open the block editor, where you can add a name and description for the training video or course. Once you do that, scroll down to the ‘Download Files’ option and upload the training video from your computer. Then, add its pricing in the ‘Pricing Options’ field.

Sell training videos with EDD

You can also set categories, tags, and featured images for your product. Finally, click the ‘Publish’ button at the top to store your settings.

You have now successfully added a training video for sale on your gym website. For more information, you can see our tutorial on how to sell digital downloads on WordPress.

Bonus: How to Start a Coaching Business in WordPress

Other than selling personal training sessions, which are limited by location, you can also start online coaching through your website. This will allow you to work with clients globally and generate more conversions.

With online coaching, you can run sessions at any time of day through pre-recordings, live chat, or video conferencing. You can also organize workshops and group coaching to build a sense of community among different clients.

Plus, online coaching is much more cost-effective than running a physical gym, making it a great option.

You can easily start a coaching business with MemberPress, which is the best membership plugin for WordPress. It allows you to create different subscription levels for your clients and schedule your content release at specific intervals to engage users.

Other than that, you can create an automated onboarding process, add milestone tracking, and use automated reminders to motivate clients to complete their coaching programs.

MemberPress also lets you build premium coaching content that users must purchase for access, making it a great choice. For more details, see our tutorial on how to start an online coaching business.

We hope this article helped you learn how to easily sell personal training services in WordPress. You may also like to see our beginner’s guide on how to start an online store to sell your fitness products or our top picks for the best WordPress theme builders to make your fitness website visually appealing.

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 Personal Training Services with WordPress first appeared on WPBeginner.

How to Notify Users Only on Replies to Their WordPress Comments

Do you want to notify users only on replies to their WordPress comments?

By default, users won’t know that someone has replied to their comment unless they come back to the comment section and see the response. This makes it hard to generate in-depth discussions and debates on your website. 

In this article, we will show you how to easily notify users every time someone replies to their WordPress comment.

Notify users only on replies on their own comments

Why Notify Users on Replies to Their WordPress Comments?

Comments are a great way to build user engagement, create a community, and increase your pageviews in WordPress. A long and interesting comment section can even keep people on your website longer, as they will want to read through all the comments.

However, by default, WordPress doesn’t notify people when their comment gets a reply. Instead, the commenter will need to revisit the WordPress post and check whether anyone has responded.

By notifying users when their comment gets a reply, you can often get them to come back to your site. It’s also a great way to get more comments on your WordPress posts and spark in-depth and interesting discussions.

With that being said, let’s see how you can notify users when someone replies to their comment in WordPress. We will share 2 methods, using a premium plugin like Thrive Comments and also a free plugin.

Simply click the links below to jump ahead to any section:

Notify Users Only on Replies to Their Comments Using Thrive Comments

The easiest way to notify users when someone replies to their comments in WordPress is by using Thrive Comments.

It is the best WordPress comments plugin and is part of the Thrive Themes plugin suite. With Thrive Comments, you get features to improve engagement with your comments. For instance, it lets you show comment badges, allow upvotes/downvotes, subscribe to comment threads, and more.

To learn more about the plugin suite’s features and benefits, please see our detailed Thrive Themes Suite review.

First, you will need to visit the Thrive Themes website and create a new account.

ThriveThemes

After signing up for an account, you can go to the account dashboard.

Next, you’ll need to click the ‘Download and install the Thrive Product Manager plugin’ link.

Install Thrive Product Manager

From here, you can install and activate the Thrive Product Manager plugin on your WordPress website. For more details, please see our guide on how to install a WordPress plugin.

Upon activation, you can head to the Product Manager page from your WordPress dashboard. Go ahead and click the ‘Log into my account’ button.

Next, you will see the Thrive Product Manager dashboard after logging in.

From the dashboard, simply select the Thrive Comments plugin and click the ‘Install selected products’ button.

Install Thrive Comments

You should see a success message saying ‘Ready to use’ when the installation is complete.

After that, you can click the ‘Go to the Thrive Themes Dashboard’ button at the bottom.

View Thrive Comments success message

In the Thrive Themes dashboard, you will see all your installed plugins in the suite.

Go ahead and click the ‘Thrive Comments’ button.

Go to Thrive Comments

Next, you will see the Thrive Comments settings.

Simply navigate to the Notifications option and click to expand.

Go to Thrive Comments notifications

In order to send email notifications, you’ll need to connect to an email delivery service.

Go ahead and click the ‘+ Add new’ option.

Add new comment notification

On the next screen, you’ll need to select an email marketing service.

Thrive Comments supports some of the most popular services, like Drip, Constant Contact, Mailchimp, AWeber, ActiveCampaign, and more.

You can click the ‘+ Add new Connection’ option to continue.

Add new connection for comments

After that, you will need to select an app to connect with Thrive Comments.

Simply click the dropdown menu and choose your email delivery service.

Select email marketing tool to connect

Next, Thrive Comments will require an API key or API token for your selected service.

You can find the API key in your email marketing tools account area or dashboard.

Do note that the steps for accessing the keys might be different for each tool, so we recommend going through the document or reaching out to their customer support for help.

Enter email tool API

Next, you can customize the comment notifications that users will receive when there is a reply to their comment.

There are 2 types of notifications you can set up in Thrive Comments. The Comment Notification is when users are notified via email when someone replies to their comments. Post Notification is when a user receives an email whenever a new comment or reply is added to that particular post.

Customize post and comment notifications

Let’s go ahead and customize these notifications.

To edit the Comment Notification, simply hover over it and click the pencil icon.

Click the pencil icon to edit notification

Next, you can edit the text of the email, change the email subject line, and more.

Thrive Comments also lets you use notification shortcodes to add more details to your email notifications. For example, you can add a site title, comment author, unsubscribe link, and more.

Edit comment notification options

When you’re done, simply click the ‘Save’ button.

Similarly, you can also customize the Post Notifications emails. You can also use shortcodes to add more details to your email text.

Customize notification for new comments on thread

After editing the notification, don’t forget to click the ‘Save’ button.

Now, when a user posts a comment on a blog post and someone replies to it, they’ll automatically get an email notification.

Notify Users Only on Replies to Their Comments Using a Free Plugin

Another way to notify users about replies to their WordPress comments is by using Subscribe to Comments Reloaded. It is a free plugin that allows users to sign up for email notifications every time someone responds to a comment. 

You can also manage your subscribers and disable comment subscriptions for specific posts.

The first thing you need to do is install and activate the Subscribe to Comments Reloaded plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

Upon activation, you can configure the plugin’s settings by going to STCR » Comment Form.

Edit comment form settings

Here, you’ll need to find the ‘Advanced subscription’ section and click on the toggle so it shows Yes.

Then, open the ‘Subscription type’ dropdown and choose the ‘Replies to this comment ‘ option.

Change subscription type

By default, the plugin shows a few different messages to your users, which you can see in the ‘Messages for your visitors’ section.

You can change any of these messages by typing into the small text editors. However, we recommend keeping all the links, as they give visitors access to pages where they can manage their subscriptions.

Edit the messages in comment form

Once you have done that, scroll to the bottom of the page and click on ‘Save Changes’ to store your settings.

Now, if you visit your WordPress website, then you will see a subscription option beneath the comment section.

By default, this is set to ‘Don’t subscribe,’ but visitors can change this to ‘Replies to my comments’ to get a notification every time someone responds.

Select replies to my comment option

Visitors can also subscribe without leaving a comment. In this way, they can follow interesting discussions or debates on your WordPress blog.

To do this, they simply need to click on the ‘Subscribe’ link.

Click the subscribe link

This takes them to the ‘Manage Subscription’ page, where they can type in their email address and create their subscription.

For more details, please see our step-by-step guide on how to allow users to subscribe to comments in WordPress.

The Subscribe to Comments Reloaded plugin has more settings that you can use to customize your comment subscriptions. These include a few security options to help combat comment spam and enable reCAPTCHA.

Expert Tip: After setting up these comment notification emails, you will want to make sure they arrive safely in the user’s inbox and not in the spam folder. With that in mind, we also recommend using an SMTP service provider like WP Mail SMTP to improve your email deliverability rate.

We hope this article helped you learn how to notify users only on replies to their comments in WordPress. You may also want to see our guide on how to track user engagement in WordPress with Google Analytics and must-have WordPress plugins for small businesses.

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 Notify Users Only on Replies to Their WordPress Comments first appeared on WPBeginner.