Call Routing Starter Guide: Learn the Basics

Nextiva delivers advanced call routing services for small businesses, helping customers’ calls reach the right person faster. New Nextiva customers can receive a 30% discount on call routing and other services.

Inbound calling customers need to connect with the proper person in your business as quickly as possible to keep them engaged and satisfied. The best call routing software can use a set of custom rules to automatically send calls to various people or departments in your company. Years ago, call routing was only available to huge companies, but cloud software opens this capability up to almost any size company.

The 4 Best Business Phone Services for Call Routing

Cloud-based business phone services provide call routing capabilities that can help your company. The best business phone services offer high-end call routing capabilities, giving you the specific routing features you need.

  • Nextiva — Best for most
  • RingCentral — Best for hybrid or remote work
  • GoTo Connect — Best for getting a wealth of features in a basic plan
  • Ooma — Best for small businesses needing an easy setup
Best Business Phone Services for Call Routing

How Call Routing Works

You can set up call routing features when you use business phone service software. The call routing software answers incoming calls to your business. It then sends the calls to a particular person or department in your company based on specific criteria and rules you set up in the software.

Call routing is different from call forwarding. The call routing system uses rules and artificial intelligence to try to send calls to the best possible person in your company to handle that particular call. Call forwarding simply sends the call to a specific person when the first person is unavailable. 

Nextiva call routing landing page
Call routing is a feature in business phone service software that automates the process of determining which person or department should take the call.

Call routing, also called automated call distribution (ACD) or auto attendant, can work in tandem with other aspects of your business phone service software. 

One simple way call routing may work is by having several different phone numbers for customers who call your company. With one number, the call routing software can send the caller to the tech support team. With another phone number, the call router knows to send the call to the sales team.

Another option is to use an auto attendant menu when customers call your general phone number. When the customer selects an option from the phone menu, the system routes the customer to the proper department.

You also can create a call routing system that relies on rules instead of menu selections or unique phone numbers. The call routing system could route the call to a certain person or department depending on things like:

  • Time of the day
  • Day of the week
  • Location of the caller
  • Repeat or new caller

You can set up the rules by which the call routing system will work through the software settings.

Types of Call Routing Systems for Departments

Example of a call routing flow chart showing how a call can move through a company
One of the types of call routing systems can involve creating a flow chart that shows how the call will move through your company.

Beyond sending calls to the right department, the call routing system can manage who within the department will answer each call.

When creating a call routing system, start by deciding what base call routing system you want to use. You then can adjust the rules for that type of system to ensure that it will fit the department’s needs perfectly. The primary types of call routing systems include the following.

  • Idle time: The system would measure which call center team member has been idle the longest. It then would send the call to that team member. Once that team member takes a call, that team member moves to the back of the list.
  • One preferred agent: The system can send the call to one person in the department. If that person is unavailable, the system finds the second person on the department’s list. The process continues until the system finds an available agent.
  • Weighted preferred agent: You can also set up the system to route a certain percentage of calls to a particular person. Other calls would go to others in the department, and you can assign each person to receive a portion of those other calls. This is an excellent way to send more calls to your best-performing team member or give a trainee a smaller number of calls during the learning process.
  • Simultaneous: With simultaneous call routing, the system will ring the phones of everyone in the department at the same time for an incoming call. Anyone can answer it. When you want a sales team to compete for incoming leads, the simultaneous system can encourage team members to answer the phone fast.
  • Circular: When calls come into a particular department in your company, the system passes the calls to team members in a specific order. The system uses an ordered list of team members and sends the call to the person next in line. Once someone receives a call, that person goes to the back of the line. This works nicely for a sales team, so everyone has an equal chance of making a sale on an inbound call.
  • Relationship: When an incoming caller has called in the past, the call routing software can automatically send the caller to the last team member with whom the caller spoke. 

Benefits of Using Call Routing

Animated Nextiva diagram showing a person wearing a a headset routing a call to two other people
Call routing provides benefits for both call center team members in your company and for customers.

Using call routing, even in a small business, can give the impression to customers that you have a far larger organization. When your auto attendant automatically routes the calls to the right person or department, it impresses customers. 

A call routing system can provide several other benefits, too, including:

  • Better customer experience: When customers are able to speak to the proper person or department on the first try most of the time, they have a greater level of satisfaction. 
  • Fewer dropped calls: Even when using the best phone system, the chances of losing a customer call increase when manually forwarding calls. Successful call routing systems should reduce the need to forward calls because the call will be in the right place the first time.
  • Better productivity: Your team members should be more productive because they receive calls appropriate to their skills. Through routing, team members receive fewer calls that don’t fit their skills. They then don’t have to waste time figuring out what the customer needs and which team member should handle it.
  • Fairer treatment: For a sales team, using call routing can create the fairest way to distribute potential leads through inbound calls. For call center team members, the call routing software can ensure all team members receive a similar number of calls throughout the day.
  • Automatic forwarding: With a call routing system in place, you can reduce the number of voicemails a customer must leave. You can set up the system to automatically forward calls to the next person on the list if the first person is busy or out of the office.

Ultimately, the primary advantage of a call routing system is to reduce the cost per incoming customer call for your company. When your team members handle calls more efficiently and customers spend less time on the phone per call, your cost goes down.

Advanced Call Routing Features

Nextiva diagram showing how a call moves through the IVR system
When deploying an IVR as part of your advanced call routing system, customers can use voice commands to self-route their calls.

Although basic call routing systems can improve the customer experience significantly, other options exist. Your company may need advanced call routing features to better handle the types of incoming calls you receive.

One of the most popular options for advanced call routing is an interactive voice response (IVR) system. The IVR uses an automated phone attendant that greets callers to your business and then presents the caller with a list of menu options.

Customers can choose from the menu by pressing a phone button or by verbally describing what information they need. If the caller presses a button on the phone, the IVR system routes the call based on a flow chart you create in the software.

If the caller issues a verbal command, the IVR uses artificial intelligence to decipher the caller’s intent. It then routes the call to the appropriate person or department based on what the IVR believes to be the caller’s need. 

When the IVR system cannot decipher the caller’s verbal commands, it takes steps to reduce routing errors. Typically, it moves the caller from verbal commands to phone button menu options. This forces the caller to make a precise command selection that the system understands.

IVR can even give callers answers to common questions, such as your operating hours, without involving a human team member.

Best Practices for Creating a Call Routing System

Example of a call routing flow chart
To create an efficient call routing system, you may want to develop a flow chart that shows all the possibilities customers may encounter.

Although the right call routing software package can do a lot of the work for you, the system may not be perfect out of the box. Most small businesses will want to customize the call routing system to ensure that it fits their needs and their customers’ needs perfectly.

When customizing the system, you will want to follow some basic steps that represent best practices. These steps can lead to the best possible chance at success with the system.

  • Create a flow chart: A flow chart is a perfect way to visually represent how the call routing system will work. Using a flow chart helps you see areas where problems may exist. Nextiva, for example, offers a Call Flow Builder feature that helps you build the call routing and IVR system visually.
  • Understand the types of call routing: As you plan your call routing system, figure out which type of routing fits your business best. You may find that you need different types of routing for various departments in your company.
  • Use fewer choices: Avoid having several menu choices that customers must listen to in the initial call routing system selection. Customers will experience frustration if you have too many menu choices. Instead, use menus and submenus to have fewer choices at each step. 
  • Seek feedback: After deploying your call routing system, create an option where customers can provide feedback about the system after the call completes. Such feedback may point out areas where customers are experiencing problems.
  • Measure performance: You can use business phone software to measure your call center’s performance. Areas showing improvement can give you confidence that your call routing system is working properly.

Mistakes to Avoid When Creating a Call Routing System

Call routing system problems can lead to frustrated customers and frustrated members of your company. When you are creating a call routing system, use these tips to avoid making common errors.

  • Creating long hold times: When you don’t have enough call routing options, customers may end up on hold for long periods of time. Customers dislike sitting on hold, which means your call abandonment rate could climb. Try to use the call routing system to give customers the ability to connect with a team member as quickly as possible.
  • Ignoring personal information: Many companies use an IVR system to collect personal information about the caller before connecting the call to a human. If you do this as part of your call routing system, make sure your team member can see the information when answering the call. No customer wants to have to repeat giving personal information.
  • Treating it like call forwarding: A successful call routing system is not simply sending calls to a different team member when the first team member is busy. Although it can use elements of call forwarding, your call routing system should go beyond basic call forwarding. It should use the caller’s information to route the call to the proper person intelligently.
  • Refusing to make changes: It would be rare for a call routing system to be perfect the first time you create and deploy it. Even if you do a lot of testing before deployment, you still may have unclear areas for customers. Don’t be afraid to make changes if your customer feedback, performance measurements, or further testing show issues.
  • Not focusing on the customer’s point of view: Any call routing system you create must work well for the customer making the call. As you plan and develop the system, always focus on how the customer will use the system. Make things as easy as possible for the customer, and you’ll have a better chance at success.

Final Thoughts About Call Routing

If your call center employees are constantly manually passing customer calls from person to person, your call center’s efficiency is lacking. Additionally, those people calling your company have a greater chance of becoming frustrated when they don’t receive a quick answer to the problem from the first team member.

Your customer support resources can benefit tremendously from using call routing features inside business phone services software. More efficient routing gives your team members a better working experience and saves you money.

In our Nextiva review, we pointed out its strong call routing features. Other cloud software packages that are part of our best business phone services list also perform well in call routing. Using call routing capabilities should provide a better experience for customers and employees.

Call Center Quality Assurance Starter Guide: Learn the Basics

For the most versatile call center software that helps with generating call center response statistics, Nextiva is the best overall choice. Nextiva offers savings of up to 30% for new customers.

When you want to improve the customer service results for your call center, it’s important to start with a quality assurance (QA) program. With QA standards in place, your call center team knows the expectations when dealing with customers. These standards ensure your company follows compliance rules while also improving the customer experience.

The 9 Best Tools for Call Center Quality Assurance

Maintaining your quality assurance standards becomes easier when using call center software like our top pick Nextiva. The software tracks interactions with customers, ensuring team members are following protocols. It also generates statistics about how the team handles calls. We’ve reviewed the best call center software tools.

  • Nextiva — Best overall
  • RingCentral — Easiest deployment for SMBs
  • Cloudtalk — Best call center software for remote teams
  • 8×8 — Best contact center software for enterprise-grade security
  • Zendesk Talk — Best call center software for support and automated ticketing
  • Freshdesk Contact Center — Simple contact center software for teams of all sizes
  • Five9 — Best all-in-one contact center software
  • CrazyCall — Best call center software for outbound sales
  • Talkdesk — Best call center software for end-to-end customer experience

How Call Center Quality Assurance Works

Following quality assurance techniques in a call center is important for generating a positive customer experience. When customers receive poor quality service from a call center team member, they may leave poor reviews for the company. They may even decide to switch to another company.

With a quality assurance program in place for the call center team members, everyone knows the expected standards. When team members run into difficult situations, they can stick to the quality assurance program and maintain a professional demeanor.

Part of running a quality assurance program in the call center involves gathering data about the calls your team is handling. Without data in hand, it is difficult to measure the performance of the team. It’s tough to know if team members are following the program without taking measurements.

Through the development of a quality assurance program, your company has a better chance of measuring costs related to running the call center, too. A call center that is performing poorly is going to end up costing far more to run. On the other hand, when you streamline the process, team members work efficiently, saving time and money while giving customers excellent service.

What Metrics Are Important for Call Center Quality Assurance?

Screenshot of Nextiva call center software dashboard.
Call center software helps you track key metrics for a QA program.

Measuring the performance of your call center quality assurance program often requires the use of software. Call center software helps you gather and decipher this data. With Nextiva, for example, you can receive help with measuring things like:

  • Average speed of answering calls
  • Average talk time
  • Average handle time
  • Customer satisfaction score
  • Customer total time on hold
  • Number of dropped calls
  • First-call resolution frequency
  • Average number of agents each customer spoke with
  • Time spent on additional tasks after the call ended

This information helps you determine whether you are receiving the results in customer interactions that you need. If customers are having to speak with more agents than you want to see, you may need to adjust your program to improve the routing of customers to the proper agent earlier in the call.

Not only can you track performance statistics with Nextiva, but it provides help with improving individual performance. Nextiva provides coaching tools that give team members quick feedback for items related to their calls. It can help with measuring an individual team member’s performance while delivering tips for making improvements.

Nextiva records and stores the calls, allowing administrators to review them later. It can generate automated surveys for customers, helping you determine the way your call center is performing from the customers’ point of view. Additionally, Nextiva helps your agents rate their own performance after calls, which reveals areas where the agent feels unsure.

How to Determine Which Metrics Fit Your Company

Screenshot of Nextiva's call center software data and metrics dashboard.
Although Nextiva tracks multiple metrics, you can focus on those that directly apply to your company’s customer service operations.

Although call center software can help you measure a large number of metrics related to quality assurance programs, certain metrics need greater emphasis. If things like average talk time and speed of answering calls lead to higher customer satisfaction scores for your company, you need to focus on these measurements.

You don’t want to spend a lot of time and money gathering data on metrics that do not fit the way your call center operates. 

The best way to find key metrics is to set goals for how you want the call center to operate. The goals should indicate areas where you want to make improvements in your customer service. You then can use the metrics to gauge your progress toward reaching those goals. Some common goals for call center performance include:

  • Customer experience: Keeping your customers on hold for a shorter amount of time and routing them to the right call center team member early in the process can lead to better customer experience results.
  • Call center productivity: With a more streamlined process, you can handle more calls with fewer agents. Your quality assurance program should measure time per call, helping you find areas for improvement.
  • Measure training effectiveness: You can use your quality assurance program’s metrics to determine the effectiveness of your call center training program. If your team members are falling short of benchmarks in certain areas with regularity, it may indicate a hole in your training.

Although setting goals can seem like a daunting task, one way to simplify the process is by thinking about the results you want from your call center. Then work backward from those results to set the goals for quality assurance.

It’s also important to set quality assurance goals that match your overall goals for the business. Even though these QA goals specifically relate to customer service, a successful result in customer service should go hand in hand with business success.

Best Practices For QA With Different Channels

Screenshot of Nextiva call center software assign feature for employees to have process, procedures, and expectations on their dashboard.
Use the metrics you are tracking to create the steps team members should follow with every call.

If your call center handles all types of communication from customers, you need to think about each channel independently. If your call center team deals with phone calls, live chat, email, social media messages, and other interactions, the QA program should address each channel individually.

As you create your call center quality assurance program, you may want to emphasize different areas of importance within each channel. For example, when answering customer telephone calls, it’s important to try to answer the question without having to pass the customer to another team member. Customers don’t like being passed around, running the risk of disconnection.

For a live chat interaction, responding to the customer as quickly as possible is important, or the customer may abandon the chat, assuming a technical glitch. For an email message, including multiple details within step-by-step instructions is important, even if it takes a little longer to create such a message.

How To Create and Implement Your Quality Assurance Program

Screenshot of metrics and data organization tools from Nextiva call center software.
Separately track metrics for each means of communication you use with your customers.

With your goals identified, you can begin laying out the details for the call center quality assurance program.

Start by spelling out the steps the call center team members should follow in a variety of situations they may encounter. Try to be as detailed as possible, giving team members the guidance they need for both typical and atypical customer service requests. The program should list separate steps for handling phone calls, text messages, and social media messages.

The QA program should spell out the types of metrics your call center software will measure. Expectations for team members in terms of the treatment of customers should be part of the program.

Additionally, the program should outline how administrators and supervisors will monitor calls and the performance of team members. It should specify how administrators will provide feedback. 

Once the specific aspects are in place, it’s time to implement the program. Training is a requirement to ensure all administrators and call center team members are on the same page. Everyone needs to understand the expectations for the call center’s performance. They also need to have an understanding of the new steps required to handle customer interactions.

How To Measure the Success of the Call Center QA Program

Screenshot from Nextiva's call center software showing example data and metrics for Taylor's Sporting Store.
Continue measuring metrics and compare them to past results to determine areas where the QA program needs adjusting.

Ideally, you are measuring the performance of your call center team well before you implement any quality assurance program. If you are not measuring performance now, you should start. This allows you to compare performance before you implement the QA program and after. Call center software can help you collect these measurements. 

Rather than immediately assigning blame to team members when the QA program is not delivering the desired results, look closely at the program. It may not have enough detail, or it may be missing instructions for dealing with some common types of customer topics. If so, team members won’t have the training and guidance they need for success. Some of the most important items to measure include:

  • Following the script: Were call center team members able to follow the script for dealing with the call? Or are some subjects forcing the team members to go off script?
  • Verifying identity: When team members are speaking with customers about personal information, does the program provide the steps needed to verify the caller’s identification beyond a doubt?
  • Routing calls: Are team members who initially handle the call able to ask the right questions to learn the subject of the call, so they can route the call to the right person quickly enough?
  • Time management: Are team members able to deal with the customer’s request in a timely manner? Or is the script for the call taking the agent and customer in directions that are just wasting time?
  • Resolution: Was the team member able to resolve the customer’s question to the customer’s satisfaction? If not, did the team member make arrangements to have someone else reach out to the customer? 
  • Tone of the call: Did the team member handle the entire call with the customer in the proper way, using a tone that matches up with the requirements of the QA program? Did the team member use inappropriate language or offend the customer in any way?
  • Abusive customers: Does the program have steps the agent can follow when a customer becomes belligerent? Are there methods in place to protect the team members or to pass the call to an incident resolution specialist when the caller is treating the agent unfairly?
  • Lost calls: If the team lost any calls during the day, what was the reason for the loss? Did the customer hang up in frustration? Did the team member lose the call while trying to transfer it to someone else? Was there a technical glitch for the customer or the call center?

Additionally, you may want to measure call results based on the nature of the call to gain the most accurate data. If a customer is calling in with a complaint, you may want to measure the outcome differently than if the customer is asking a product question, for example. The data measurements you can accomplish with your call center software are almost endless. 

How To Improve Your Call Center QA Program

Screenshot of Nextiva's call center software summary screen showing data for totals calls.
Call center software can collect data about team and individual performance related to the QA program.

As your call center team works through the quality assurance program, use call center software to collect data about performance. You should measure results on individual agent and team-wide levels. 

When you spot areas where one agent or the entire team is not hitting goals, revisit the quality assurance program. Study the program to determine if it lacks detail in certain areas, leading to undesirable results. The program may be too complex, leaving agents unable to follow it in a streamlined manner, causing delays in resolving customer issues.

You may find that additional company-wide or individual training may be enough to alleviate any problems. In other cases, though, your quality assurance program may need some adjustments and tweaking. 

Don’t be afraid to make changes to the program when the data shows that adjustments are necessary. We wouldn’t recommend making changes on a random basis or immediately after encountering one type of problem. Instead, study the data and make changes in areas where the data shows that the program needs improved performance.

As part of implementing your quality assurance program, you may want to designate a certain person to oversee the program. Asking a manager who already has multiple responsibilities to sort through all the data that the call center software is generating may leave the program neglected. Having a dedicated person in charge of the QA program nearly always yields the best results.

Final Thoughts About Call Center Quality Assurance

Screenshot of Nextiva's call center software showing their wallboard feature with data and metrics for calls over a three month period.
Tracking metrics can help you quickly spot areas where the QA program leads to direct improvements.

Ultimately, installing a quality assurance program in your call center streamlines the entire process. Rather than having team members wonder about how to handle certain problems, the program guides them in the right direction. Team members can diagnose the customers’ problems faster, freeing them up to work through more calls.

Your customer support results will almost certainly show improvement once you place more of a focus on quality assurance. You may find it also gives you better results with all aspects of customer outreach through your contact center.

The quality assurance processes you follow in your call center have far-reaching effects. By reducing mistakes and improving the customer experience, you will eventually see improved business results, which is the ultimate goal.

Call Center KPIs Starter Guide: Learn the Basics

Keep track of your call center KPIs and metrics with Nextiva, using its advanced built-in analytics, dashboard, and reports that provide in-depth insights into call performance. You can get a 30% discount on all plans when you get started today

Tracking call center key performance indicators (KPIs) simplifies measuring call center efficiency.

These KPIs are measurable values that provide critical insights into your customer support team’s performance, helping you determine whether you’re on the right track to achieving business objectives and providing an enhanced customer experience.

But how do you identify the metrics that really matter? This guide covers the key call center KPIs you should track to improve overall efficiency and productivity.

The 9 Best Call Center Software for Call Center KPIs

Our team evaluated some of the best call center software options and found nine cost-effective and high-performing solutions to strengthen your customer relationships. Check out our in-depth reviews for each recommendation.

  • Nextiva — Best overall 
  • RingCentral — Easiest deployment for SMBs
  • Cloudtalk — Best call center software for remote teams
  • 8×8 — Best contact center software for enterprise-grade security
  • Zendesk Talk — Best call center software for support and automated ticketing
  • Freshdesk Contact Center — Simple contact center software for teams of all sizes
  • Five9 — Best all-in-one contact center software
  • CrazyCall — Best call center software for outbound sales
  • Talkdesk — Best call center software for end-to-end customer experience

What Are Call Center KPIs?

Call center KPIs are handy performance measurements that provide insight into your customer support agents‘ productivity and the quality of customer service provided.

You can use them to evaluate the success of your call center or of a specific process, as well as set goals related to performance, employee development, and revenue.

Why Are Call Center KPIs Important?

At this point, you’re probably wondering whether call center KPIs are worth it. Here are the key benefits of setting them for your business:

Determining Employee Performance

You can use KPIs to measure individual agent performance by tracking their calls and having daily and monthly goals for them. 

If you set a daily call goal for each agent at 80 calls and increase the number to 100 after three months, you can use the original KPI of 75 calls to determine whether the agent is ready to advance to the next call goal. It’ll also help you filter good employees from bad employees.

Pinpointing Call Inefficiencies and Call Blocks

Call center KPIs also tell you the total number of calls where the customer was either put on hold by the automated system or heard a standard dial tone. 

Tracking call blocks will help you identify any problems with the automated system or the volume of calls the company receives. For instance, if your agents are frequently putting callers on hold, you might consider hiring more agents to provide more open lines.

Screenshot of RingCentral webpage for Call Center Metrics and KPIs
RingCentral can help you measure your call center’s performance with its analytics and reporting features.

Reducing Call Abandonment

Call abandonment typically occurs when customers are made to wait for long or don’t receive an answer from agents. With the right KPIs, you can identify the chief causes of abandonment and accordingly address these issues to provide prompt and efficient support.

Improving Customer Satisfaction

Another reason measuring call center KPIs is worthwhile is to improve overall customer satisfaction.

By reducing call center queue times and call abandonment and increasing the number of available agents, your support team will be better equipped to effectively meet customer demands, improving company reputation and customer engagement.

Optimizing Business Costs

Call center KPIs help you calculate the basic costs of your business and accordingly set realistic financial goals. For example, you can use them to identify when it’s time to switch phone plans to reduce overhead costs.

By analyzing business costs, you can maximize revenue and create elaborate financial management plans to ensure your organization thrives in the long haul.

11 Call Center KPIs to Optimize Customer Experiences

Next, let’s review the main call center KPIs and metrics that make the difference between a good call center and an excellent one.

1. Average Handling Time (AHT)

AHT refers to the average time taken for a customer service rep to complete one conversation. It starts when a customer initiates a call, including any holds and follow-ups, until the agent can start the next call or chat. 

This call center KPI is a prime factor when deciding your call center’s staffing levels to prevent overburdening agents. You should know how long each call is likely to last and accordingly set your agents’ workloads.

You can also measure individual rep average handling time and determine which agents require more training.

2. Average Time to Answer

The average time to answer calculates the average time from when an inbound caller dials your helpline number until an agent answers it. It’s typically expressed in seconds.

Note that while this KPI does factor in the total time spent waiting in the queue, it doesn’t consider the time the caller takes to navigate through the IVR system. 

It’s useful for assessing your support team’s efficiency and degree of accessibility to customers. You can also use it to define service objectives (think: answering a certain percentage of calls within a specific time period) to improve the average time to answer.

3. Average Abandonment Rate

The average abandonment rate tells you the number of callers who disconnect the call before speaking to a rep. In other words, callers who grew frustrated enough to leave without receiving support.

4. Percentage of Calls Blocked

This call center KPI compares the number of calls that were put on hold to the total number of calls received. In other words, it shows the percentage of followers that heard the busy tone when they were calling you.

Naturally, you want to keep block calls to a minimum. Find the chief cause of the high number of block calls (think: understaffing, technical issues, or lack of adequate training), and work on implementing an effective solution.

5. First Call Resolution (FCR)

FCR measures your customer support team’s ability to resolve customer issues on first contact without any follow-up or callback. 

Generally speaking, the more capable your customer support agent is the higher their personal FCR rate. But there can be cases where a customer’s query warrants action by another executive, so it’s important to use your discretion.

6. Transfer Rate

Transfer rate indicates the total calls an agent had to transfer to another individual (another available rep or even another department) to ensure the caller gets the right support.

The reasons for transferring customer calls will vary, ranging from agent fault to special requests from the caller to incorrect call routing. Ideally, your transfer rate should be lower than your FCR.

7. Customer Satisfaction (CSAT)

Customer satisfaction indicates whether your callers are happy with the service received. if this KPI is high, it means your customers add alighted with yard service; if it isn’t, it means you need to improve the quality of your service.

8. Average Idle Time

Average idle time, also known as after-call work time, indicates the total seconds an agent spends completing customer interaction-related tasks after ending a conversation. 

You’ve likely tasked your agents to input relevant information or notes into your organization’s call center software so that there’s a record of all past conversations. But, at the same time, you don’t want them to waste too much time keeping data.

9. Net Promoter Score (NPS)

NPS is a useful call center metric to gauge customer loyalty and experience. It’s based on the response to a single question: “how likely is it that you would recommend this organization or agent?” 

The idea is to learn how likely your customers are to recommend your brand to others.

The scoring is based on a 0 to 10 scale, with 9 and 10 being promoters, 7-8 being passive, and 0-6 being detractors. You can calculate the NPS by subtracting the percentage of detractors from the promoters. 

If you score over 50, you’re good to go. Any lower, and you should take immediate measures to improve the quality of customer service.

10. Cost Per Call

You have to pay a specific price for every call, which is determined by the length of each call and the call center software your customer support team uses.

Long calls will likely cost more if your call center software doesn’t charge a fixed price. But a long call also has the potential to save money in the long run since the caller would be less likely to contact your team twice. 

11. Agent Turnover Rate

While measuring customer satisfaction is important, it shouldn’t be your only priority—you should also take care of your agents. After all, you can’t provide excellent customer support without them.

Agent turnover evaluates the rate at which reps leave your organization to work somewhere else. A high turnover negatively affects team morale and call scheduling and handling, ultimately lowering customer satisfaction. 

It’s why you shouldn’t neglect agent experience indicators when tracking customer center KPIs.

How to Set the Right Call Center KPIs

Here are three handy tips for identifying and setting the right call center KPIs for your business:

Choose Specific KPIs for Specific Processes

KPIs are very flexible. You can measure them as a large unit or in smaller specialized units for specific purposes. While most leaders factor in the former, they fail to choose metrics for specific call center activities.

For example, if you see a significant rise in your call abandonment rate, you should prioritize KPIs that help you identify and address the chief causes behind this issue.

With this approach, not only can you improve the accuracy of your data but also build a profile for each part of your business and accordingly set better goals that push your call center towards success.

Collaborate With Your Team

Your KPIs can be a collaborative effort between you and your employees. For example, you can ask the reps to monitor their call volumes.

The good thing about nurturing collaboration is it’ll help you verify the information and track more KPIs. Enlist your reps early on in the KPI process to get started. Make sure you explain why collecting KPIs is important to the business, so they participate actively.

Get Customer Feedback

As the ones spending the most time interacting with your reps, your customers are invaluable to your call center’s KPI process. 

Leverage them to identify and set the right metrics for your business by asking them for feedback and engaging them during calls. A good tactic is to get them to complete a post-call survey that will help you accurately determine the quality of the call and the performance of the call center agent.

Final Thoughts About Call Center KPIs

Tracking and measuring call center KPIs helps you better understand agent effectiveness, support success, and overall call center productivity. It gives you an in-depth overview of how to best use technology and talent to deliver enhanced customer experience and ultimately drive profitability.

If you want to learn more about enhancing customer service, check out the following related Quick Sprout guides:

You’re Safe! Hummingbird’s Newest Release Allows for Manual Optimization in Protected Mode

Fine tuning your website through manual optimization can be tricky, but our new Safe Mode feature in Hummingbird puts that problem in the rearview.

Now, you can now test optimization in a temporary area that allows for non-permanent changes, so you can work out any kinks, then push them to your live site. For free!

Introducing Safe Mode for Manual Asset Optimization – allowing you to optimize in a private space while your users still enjoy a fully functioning site.

In this article, we’re going to look at how Safe Mode in Hummingbird works, while touching on a few related features and settings in the plugin. Plus, we’ll take a look at an additional (surprise!) feature also included in this release.

Continue reading, or jump ahead using these links:

Let’s dive in.

Asset Optimization in Hummingbird

Hummingbird makes your website faster by optimizing site performance with fine-tuned controls. Setting enhancements make things easy and efficient, giving you new ways to boost PageSpeed Insights.

First, it identifies files that can be optimized (HTML, Javascript, and CSS), then offers a variety of means (compress, combine, or move) to make that happen.

The result gives you marked improvement in your website’s performance.

There are two different modes for asset optimization in Hummingbird:

  1. Automatic – use our preset options to optimize your assets and improve page load times.
  2. Manual – configure each file yourself to achieve the setup best suited to your specific site needs.

Drilling down even further, there are two options within Automatic Optimization mode:

  1. Speedy – compresses & auto-combines smaller files together, and optimizes your fonts for faster delivery.
  2. Basic – compresses all your files to deliver a faster version of each.

Automatic mode allows for a quick setup, providing positive gains without the time commitment that manual adjustment requires.

Both of the Automatic options can be configured for Files (CSS, JavaScript), and/or Fonts.

manual asset file types
Hummingbird lets you optimize CSS, JS, and font files.

Manual mode allows you to tinker with any and every file individually, so you can optimize your site on a very granular level.

It’s a good idea to test files one at a time to measure results; that way if something doesn’t work it’s easy to identify what caused it and revert back without issue.

We’ve mapped out specific steps for what to do in each mode, so that you can easily follow along in Hummingbird and produce optimal results.

You can see these anytime by navigating to Hummingbird > Asset Optimization > Assets, then click on the How Does it Work? text at right.

There is a page for Automatic and one for Manual; just click on the corresponding header button that you’d like to read about.

asset optiimz how does it work
Get one-click access to summarized details on both modes of asset optimization.

If you’re just starting out with Hummingbird, we recommend selecting Automatic optimization in Speedy mode to start. As you use and test your site and the plugin further, you can switch to auto basic or manual mode to check for possible improvements.

And of course, you can always view our detailed documentation, or reach out to our customer support gurus, available 24/7/365.

Testing Changes in Safe Mode

We’re going to zero in today on optimization done in Manual, as that’s where the new Safe Mode lives.

Hummingbird’s Safe Mode allows you to test different asset optimization settings in a safe environment, without affecting your website visitors’ experience.

You’ll be able to preview your site from the frontend and check for any errors in your browser’s console, then publish your changes to go live once you’ve got everything just right.

To enable this feature, go to Asset Optimization > Manual Asset Optimization, and click on the toggle button next to Safe Mode.

From here, you can also click on the filter icon, which will open a panel for finding files faster. You can free type or select from the dropdown menu.

manual safe mode+filter
You can filter to search for files while in Safe Mode.

When you’re in Safe Mode, clicking on any icon box will change its state.

You will see a solid outline around it, indicating it’s been selected, and a circular info icon will also appear on the far left of the row.

These visuals are to remind you’re in preview mode, and will remain until you click Publish, committing the changes you’ve made.

preview mode changed state
Visual cues will alert you to unsaved changes.

With Safe Mode enabled, you can start tweaking your files for peak optimization.

Each asset will have a status icon indicating its current state, and these vary based on the asset they’re attached to.

As an example, the Compress option can have the following states:

  • Gray icon – files that are already compressed
  • White icon – indicates which files can be compressed
  • Blue icon – New assets selected for compression
  • Can’t be compressed – marks files that can’t be compressed

Hover your mouse over any icon for a popup description of what action this change would make.

hover popup details
Need info on a particular icon? Just hover over it for a status popup.

To see the effect any change makes, click the Preview button.

preview button in safe mode
The Preview button shows up once you turn Safe Mode on, taking the place of the Publish Changes button.

Hitting Preview will load the frontend of your site, where you can check on the asset optimization you configured, making sure it doesn’t generate errors or break anything on your site.

safe mode page preview
What our Preview page looks like in Hummingbird’s Safe Mode.

As you can see, the preview page has three clickable buttons at the top: Go Back, Copy Test Link, and Publish.

Click on Copy Test Link if you want to gauge asset optimization you’ve made using a third-party performance test. Just paste the copied text into your preferred tool.

Click on the Publish button if you’re content with the change(s) you made, and are ready to save.

Click on the Go Back button if you’ve gotten an error message, a site break, or had no observable performance improvements, so you can continue to tweak your assets further.

Once you’ve completed this exercise, turn Safe Mode OFF, as leaving it on can cause page load delays on your live site.

And there you go! Maximum optimization achieved, which is completely changeable at any time.

What’s The Other New Feature in Hummingbird 3.4?

There’s another new feature in the latest release that I wanted to mention, as it’s sure to make your search experience in Hummingbird better.

In the past, if you were working with a particular encrypted file from your performance test reports, locating it on the Manual Asset optimization tab by filename was a bit messy.

That was because Hummingbird generates special filenames for optimized files, and there was no direct way to find them there. Until now!

optimized filenames search in browser bar
Copy filenames, then use Ctrl/Cmd+F to quickly find them in the browser search.

With this release, you can copy filenames from the performance reports, then look them up directly in the browser search in the Manual Asset Optimization tab.

This makes finding optimized files easier and faster.

Get Your Site Humming with Optimal Performance

Hummingbird is the ultimate performance suite for all users – whether you’re looking for simple, one-click solutions, or want to fine-tune your site performance down to the last CSS file.

You’ll get faster loading pages and higher search rankings and PageSpeed scores with Hummingbird’s speed optimization.

Now with Safe Mode for asset optimization, you can manually configure and test any files without worrying about a site break or interrupting the visitor experience on your site.

Hummingbird is only one of our highly rated and multi-functional Pro plugins. You can try them all – along with WPMU DEVs membership or hosting – for free! Everything comes with our money-back guarantee, fully supported by our always on-call, 5-star support.

We’ll help you keep your sites humming and your clients happy.

How To Prioritize User Security When Collecting Offline Data

This article is a sponsored by Flatfile

With the explosive growth of cloud computing over the last decade, unprecedented volumes of data — customer data, product data, statistics, financials, and so on — are being shared between organizations every day. While it would be great if there were a universal API that could guarantee secure and accurate transfer of data, the reality is much more primitive.

Most data that is being shared between companies these days is contained in CSV (comma-separated values) files. While CSVs are generally easy to create, they’re notoriously difficult to secure.

Because of this, the exchange of CSV files has the potential to cause serious problems for companies. And when it comes to user security and privacy, companies can’t afford to gamble on such liability.

How To Create A Secure Data Importer For Your Clients

TechRepublic recently published the findings from a KPMG report regarding data privacy. 64% of respondents said that they don’t believe that companies do much in the way of securing and protecting the data that’s been shared with them.

We know what the solution to this is and how to reduce those justifiable concerns. The first piece is to handle customer data responsibly and be transparent about what you’re doing with it. Regulations like GDPR and HIPAA provide the framework for this.

The other solution is to use technology that prioritizes user security. Just as you’d only add secure data handling features to your digital product — like contact forms, payment processors, and so on — the same applies to your data importer.

CSV importers are already a step in the right direction when it comes to security. Rather than sending email files back and forth over insecure email platforms, companies pass their data through CSV importers. The trick is to build or use a data importer that prioritizes security.

Next, you can find some things your importer will need in order for that to be true.

Protect Your Data With A Secure Infrastructure

When you build a website or app, there are certain measures you take to secure it. One of the most important measures is choosing a hosting provider with the proper infrastructure to support, stabilize and secure your digital product and the data that moves through it.

If you’re building your own data importer, then your product hosting will serve as the underlying infrastructure for it. Just make sure that it is capable of protecting the integrity of your product as well as securing the data transmissions that take place through your importer.

If you’re going to use a pre-built data importer solution, then spend some time reviewing the technology and systems that power it. Your users — and their customers — won’t be too happy if a data breach occurs and you try to put the blame on an external solution.

Here are some things that a secure data importer needs in terms of infrastructure:

Built In The Cloud

Cloud hosting offers a high degree of protection. When reviewing data importer options, take a look under the hood of each to confirm that they’re running in the cloud.

For instance, Flatfile’s servers are built on Amazon Web Services (AWS) cloud infrastructure. As a result, data that passes through Flatfile’s systems is fully encrypted using the AES-256 block cipher. This encryption protects data while it passes through the data importer as well as once it’s stored.

Security Testing And Monitoring

You and your clients aren’t the only ones who should be keeping an eye on what’s going on with your data importer. The company that devised the solution should be doing so, too.

There are a number of ways to ensure that the data importer and its infrastructure haven’t been compromised:

  • Application monitoring;
  • Continuous logging;
  • User action tracing;
  • Penetration testing;
  • Malicious activity monitoring;
  • Automated blocking.

It’s also important to find a data importer solution and provider that will be transparent about detected issues and alert you to any they’ve found.

Resource Management

Application performance goes hand-in-hand with security. This is critical for companies like EmployUS who promise users that their data will be secured, compliant and available.

In addition to reviewing your data importer solution for security features, also look for what it’s doing to optimize performance and uptime.

Load balancing and resource scaling are two things to look for. Another thing you should do is check out the company’s “Status” page. Here’s an example of what the “Status” page looks like for Flatfile:

If there are issues with any aspect of the data importer technology, you’ll find proof of it on this page. Users can also subscribe for real-time updates. Having this level of visibility and transparency is essential when you outsource a critical piece of your application to another provider’s solution.

Ensure Regulatory And Legal Compliance

Different types of digital products have to maintain certain levels of compliance. This can be due to the types of data they handle (like in the medical and financial industries) or because of where they or their users are located in the world.

Whether you’re building your own importer or using a pre-built solution, your technology and data handling processes need to be compliant with all relevant security and privacy regulations.

For example, Flatfile’s solution maintains compliance with the following:

  • GDPR
    Although this data security and privacy regulation was passed to protect EU citizens’ personal data, it has far-reaching effects. Because many businesses these days serve customers all around the world, GDPR compliance is essential for anyone doing business online.
  • AICPA SOC 2 (Types I and II)
    The Association of International Certified Professional Accountants has its own regulations related to data privacy and protection. SOC and SOC 2 refer to the audit that service providers must pass in order to ensure they’re securely handling employee and customer data.
  • EU/U.S. Privacy Shield
    The U.S. Department of Commerce put together this framework in conjunction with the European Commission and the Swiss Administration. It provides companies that conduct transatlantic commerce with a set of data protection requirements to follow when transferring data.
  • HIPAA
    HIPAA is a U.S. law concerned with the protection of sensitive patient data. It ensures that their health information is private and secure. It also gives patients more control over how their information is used and to whom it is disclosed.

With so many regulations to stay on top of, a data importer can become a huge chore to maintain and update. This is why many developers and companies choose to use a pre-built data importer solution.

Osmind, for instance, not only streamlined its data transfer process with Flatfile Workspaces, but it enabled them to achieve HIPAA compliance — something that’s critical when working with sensitive health records.

Bottom line: By finding a data importer that maintains various regulatory compliances, you won’t have to spend time down the road looking for alternative solutions to fill in the missing gaps. Plus, a provider that keeps its systems updated as regulations and standards change will greatly reduce the risk of your data importer falling out of compliance.

Prevent Your Importer From Breaking So Easily

Whether you are populating databases for a warehouse catalog, an ERP, or just a list of every town in which you operate, your importer needs to be strong.

For instance, let’s say a user ignores your file preparation instructions and rushes to import the files they have. Before it even gets to the point of cleaning up the data, you want to make sure the importer is able to process it without breaking down.

A broken data importer can leave users with a bad impression of the product they’re using and the company behind it. It doesn’t matter if it’s their fault for not reading the instructions or for poorly formatting their file. Encountering a broken feature is frustrating and can quickly lead to concerns with regard to security and privacy.

“What happened?”
“Did my data even go through?”
“Should I try it again, or is it too risky?”

With how advanced technology has gotten today, users will likely wonder why you hadn’t anticipated these kinds of issues and sorted them out already. So, in order to prevent end users from encountering a broken data importer, it will need to be smart and flexible.

This means using a data importer that:

  • Provides no more than a few guidelines so that users don’t have to read an entire manual in order to prepare their files;
  • Moves massive amounts of files with thousands of rows of data without erroring out;
  • Accepts files just as the customer has prepared them;
  • Easily maps and validates data no matter how inconsistent or varied the formats are;
  • Detects and notifies you (or your users) of serious errors before uploading.

An importer that breaks down all the time is going to cause issues for everyone involved. So too will one that brings tons of garbled data into your system — especially when that data is mission-critical.

By creating or using a strong and agile data importer, you can reduce the frequency with which errors occur. This will make your data importer more reliable and valuable to your users and help them instill greater trust in their own customers.

Wrapping Up

User security — as well as the perception of how secure the products are that they use — should matter a good deal to companies who collect data from their customers. That’s why it’s essential for developers to use CSV importers that they trust and that won’t put their clients or their end users in harm’s way.

As for whether you should build or buy a data importer, that decision is yours to make. However, if security and compliance are top priorities, then purchasing a pre-built importer like Flatfile would be the more economical and practical choice.

Collective #743




Collective 743 item image

NodeToy (Beta)

Create, fork and publish shader graphs with the world using an intuitive and easy to use tool built for all.

Check it out



Collective 743 item image
Our Sponsor

Get access to marketing and sales resources here

Whether you’re looking to land the next promotion or solve a sales or marketing challenge at work, The Juice can help. The ultimate industry insider hack, The Juice aggregates career-enhancing resources from top brands and thought leaders and organizes them in one place, so you don’t have to keep filling out marketing forms for access (or dodging sales calls yourself). Start thinking like top B2B marketers and sales professionals with The Juice.

Check it out



Collective 743 item image

DOM Clobbering

In this HTMHell Advent Calendar article, Frederik Braun explains what DOM Clobbering is and how it can make a website vulnerable.

Read it







Collective 743 item image

Upscalo

Read how Morten Just made an app that makes a small image large and removes its background.

Check it out




Collective 743 item image

Puter

Puter is a cloud operating system. Store, open, and edit your files from anywhere at any time in the cloud.

Check it out








Collective 743 item image

Coding techniques

A thread by Yuri Artiukh on some great coding techniques that can be learned from “Kerrygold, the Magical Pantry” made by makemepulse.

Check it out




Collective 743 item image
Our Sponsor

Explore the world like a local with Babbel

If you’ve always wanted to learn a new language, Babbel will be the most productive 10 minutes of your day. Trusted by over 10 million subscribers worldwide, the subscription-based language learning platform can get you confidently conversing in a new tongue in just three weeks. Sign up today and get up to 60 percent off your subscription.

Learn more

Do you Know the best A/B testing Tools to improve your website performance?

A/B testing is a method of comparing two versions of a web page or app to determine which one performs better. It is a powerful tool for optimizing websites and apps, as it allows businesses to make data-driven decisions about the design and functionality of their online platforms. With A/B testing, businesses can test different versions of a page or app and see which leads to more conversions, better user engagement, and, ultimately, higher profits.

A/B Testing Tools

There are many A/B testing tools on the market, and choosing the right one can be a daunting task. In this article, we will provide an overview of the top A/B testing tools, highlighting their key features and pricing.

1. A/B Smartly

A/B Smartly is the best website experiment platform for marketers. A/B testing can help you improve conversion rates and increase revenue by showing your prospects the most effective features of your product or service. The platform allows users to easily create an A/B test with a list of identical elements on two versions of their site, enabling them to compare the results.

2. Optimizely

Optimizely is one of the most popular A/B testing tools on the market. It offers a range of features, including visual editor, multi-page testing, and personalization. It also integrates with a variety of platforms, such as Google Analytics and Salesforce. Pricing starts at $17 per month.

3. VWO

VWO (formerly known as Visual Website Optimizer) is another popular A/B testing tool. It offers a range of features, including heatmap analysis, multi-page testing, and integrations with platforms such as Google Analytics and Salesforce. Pricing starts at $49 per month.

4. Google Optimize

Google Optimize is a free A/B testing tool integrated with Google Analytics. It offers a range of features, including visual editor, multi-page testing, and integration with Google Analytics.

5. Unbounce

Unbounce is a landing page builder that also offers A/B testing capabilities. It offers a range of features, including visual editor, multi-page testing, and integration with platforms such as Google Analytics and Salesforce. Pricing starts at $80 per month.

6. Crazy Egg

Crazy Egg is an A/B testing tool that offers heatmap analysis and user recordings. It also offers a range of integrations with platforms such as Google Analytics and Salesforce. Pricing starts at $24 per month.

7. Convert

Convert is an A/B testing tool that offers a range of features, including visual editor, multi-page testing, and integrations with platforms such as Google Analytics and Salesforce. Pricing starts at $49 per month.

8. AB Tasty

AB Tasty is an A/B testing tool that offers a range of features, including visual editor, multi-page testing, and integrations with platforms such as Google Analytics and Salesforce. Pricing starts at $59 per month.

9. A/B Tasty

A/B Tasty is an A/B testing tool that offers a range of features, including visual editor, multi-page testing, and integrations with platforms such as Google Analytics and Salesforce. Pricing starts at $59 per month.

Conclusion

In conclusion, A/B testing is a powerful tool for optimizing websites and apps, and there are many A/B testing tools on the market to choose from. The top 10 A/B testing tools, as highlighted in this article,

How WPMU DEV Members Optimize Their Client Sites For Maximum Speed

When it comes to WordPress sites, we’ve all got the need for speed. But our web developer members actually have the tried & true methods to best accomplish this, and we’re passing these on to you.

We’ve dipped into the collective wealth of experience that our web developer members have, and compiled the results of their top picks for getting blazing fast site speed.

In this article, we’re going to share their recommendations, along with the details of what makes these efforts so effective in real (online) world use.

Here’s what we’ll be looking at:

Since this is all about speed, let’s hit the ground running!

The Benefits of Boosting Your Speed

Most of us buy into “the faster, the better” motto, but might not fully understand why that is, or how to get there.

The benefits of WordPress performance optimization are numerous, and we’re going to examine each one carefully.

Creating and Growing Your Engagement

Countless studies have shown slow sites are the number one reason people will leave without interacting.

People are simply unwilling to wait around while their cursor spins. We’re talking a matter of seconds – as in two or less. According to Google, that’s how fast your website should load.

Everyone knows there are endless choices for online activity, so they won’t hesitate to bounce without a second thought.

Getting and Handling More Traffic

Greater speed is directly related to more traffic, which means the potential for interactions and conversions to climb exponentially is higher.

If you’re lucky enough to get visitors to your site – established ones coming back, or new ones getting their first look – you’ve got to set things up so the inevitable increase on your resources doesn’t negatively impact anyone’s experience.

Upping Your SEO Rank

There’s a lot that goes into SEO, but site speed is definitely a big factor.

Google’s search ranking algorithms consider site speed a signal, and page performance is also a search engine ranking factor.

Ergo, the faster your site, the more likely you’ll rise in the SERPs – an ideal goal to reach for.

Recommended Tools and Services That’ll Get You Going Faster

As mentioned above, we spoke to the web dev experts in our member collective to get their thoughts on site speed.

They shared their combined knowledge on the subject, as well as specific tools and services they use to get (and keep!) their sites operating at peak performance.

Let’s see what they had to say.

Caching & CDNs

Caching topped the submissions, and with good reason.

Caching minimizes the number of queries that are sent to your server, which means page performance, load time, and user experience all improve.

Additionally, when your site’s data is cached closer to user locations, it consumes fewer resources, thus lessening the load on your server.

Content delivery networks (CDNs) provide cached content from a network location closest to a user to speed up its delivery, with architecture designed to reduce network latency caused by carrying traffic over long distances and across several networks.

This all equates to improving your site speed and performance.

“I use Smush and all the CDNs that come pre-packaged with your [wpmudev] hosting!” – JD

“Hosting with CDN makes a lot of the difference for speed for WordPress sites.” – Matthew Forse

“The difference between images optimized on a CDN (vs not) is ENORMOUS” – JD

Top Recommendations:

CDNs

cloudflare banner

Cloudflare

Trusted by millions, Cloudflare is a global network designed to make everything you connect to the Internet secure, private, fast, and reliable.

QUIC.cloud

QUIC.cloud CDN is one of few that can cache both static and dynamic WordPress content. Maximize page speed scores with Online Services, Image Optimization, Critical CSS, Unique CSS, and Low-Quality Image Placeholders.

Caching Plugins

hummingbird banner

Hummingbird

Hummingbird gives flight to your site with expert caching and compression. In addition to being a full caching suite (Page, Browser, Object, Gravatar, & RSS), Hummingbird also delivers asset optimization at every level.

“I use Hummingbird on all my sites, it’s the reason I became a WPMU DEV member.“ – kahnfusion

“I use the Speedy function [in Hummingbird], but I optimize the files manually on the largest projects. I have achieved very good results, even on “heavy” sites. – Isidoros Rigas

LiteSpeed Cache

LiteSpeed Cache for WordPress is an all-in-one site acceleration plugin, featuring an exclusive server-level cache and a collection of optimization features.

Litespeed cache plugin banner
LiteSpeed vs select competitors. [Image credit.]
WPRocket

WP Rocket offers a set of advanced options to boost your performance, including delaying JavaScript execution, removing unused CSS, minification, and LazyLoad.

NitroPack

NitroPack features caching, image optimization, and a CDN ready to go out of the box. No 3rd party plugins or complex setups needed.

Image and File Optimizers

Another element that significantly impacts site speed is asset optimization.

There are two categories when it comes to these assets – files and images – though methods to optimize them overlap somewhat.

We’ll look at a number of ways to get peak performance for each.

File Optimization:

  • Enable Gzip (text compression)
  • Lazy load comments and smaller posts
  • Cache site elements (e.g. page, browser, gravatar, RSS)
  • Minify files (strip unnecessary CSS & JS code)
  • Combine smaller files (fewer files = fewer requests)
  • Defer CSS (defer loading above-the-fold content)
  • Preload & defer Javascript (fix JS execution time & deliver smaller payloads)

Image Optimization:

  • Reduce image size with compression (lossy or lossless)
  • Choose the best file type (PNG, JPEG, etc)
  • Use progressive loading for JPEGs
  • Use next-gen file types (Webp)
  • Lazy load offscreen images
  • Optimize image delivery (serve through a CDN)

What seem like small tweaks can and do add up to noticeable speed improvements.

Top Recommendations:

Hummingbird

Aside from being an overall caching wizard, Hummingbird handles a large degree of optimization features, like better organizing assets, viewing file size reductions, Gzip Compression, compressing web pages and stylesheets, and reducing file transfer time.

With automations and single-click settings, setup is a breeze.

Oh, and Hummingbird is free.

smush banner

Smush

Smush put us on the map. With 1 million plus active installations & 5 out of 5 stars, this powerhouse performer is dressed to impress.

Optimize unlimited images (Bulk Smush, Super Smush=2x compression), lazy load, automatic resize, compress, backup or bulk restore original images, and resolve Google PageSpeed recommendations – all from one simple and intuitive dashboard.

Smush is free, too. 🙂

“If I want close to perfect performance I code my templates, replace most plugins by wpmudev plugins and the result is great (mostly A with GTmetrix and close to 100% with google page speed).” – Antoine

“Smush and Hummingbird go into every site. I have no requests for Smush whatsoever – it’s a champ.” – Tony G

“I use both (Hbird & Smush) on every site and I don’t have anything to change: ever since plugin setting templates have come out, I just set it and forget it!” – Phil

“Smush I have always found to be excellent. I really, really like it. It’s very impressive what it can do with just a few clicks.” – Matt

“Smush seems perfect already … I don’t see how you could make it better.” – Isidoros Rigas

EWWW

Optimize images using tools on your own server, and offload the CPU-intensive process of optimization to their specialized servers for more compression.

Images are automatically compressed, scaled to fit the page and device size, lazy loaded, and converted to the next-gen WebP format.

ShortPixel

Uses minimal resources and works well with any shared, cloud, VPS or dedicated web hosting. Optimize any image on your website, even images that aren’t listed in the Media Library.

Both lossy and lossless image compression are available for the most common image types plus PDF files.

Plugins & Themes

Most of our web devs agreed: while the number of plugins being used can definitely affect speed, it’s the quality of those plugins that matters most.

Top Tips:

  • Limit plugins to the most essential ones, and delete any you’re not using.
  • Use as lightweight a theme as possible.
  • Clean up your WP databases, to get rid of unnecessary files left behind by unused plugins.

“It comes down to minimizing plugins, over and over and over. A year ago I used to use an average of 20. Now (other than the WPMUDEV standards) I barely use 5. My sites are just as functional but 10x the speed!” – JD

“Always try and minimize the number of plugins used.” – James

Top Recommendations:

elementor banner

Elementor + Hello Elementor

Elementor is the #1 website platform for WordPress. From landing pages, and eCommerce stores, to full-blown websites – build it all with Elementor’s live drag-and-drop editor.

Hello Elementor is the minimal vanilla theme specifically designed to pair with the Elementor page builder. Topping the charts soon after its release, it has more than a million active installations, with 4.5/5 stars.

Divi

Divi takes WordPress to a whole new level with its incredibly advanced visual builder technology.

A website building platform that replaces the standard WordPress post editor with a vastly superior visual editor, it gives you the power to create spectacular designs with surprising ease and efficiency.

Bricks

A faster, more customizable & performant tool to visually design your entire site from header to footer, and anything in between. Insert dynamic data, and edit & preview multiple breakpoints for a fully responsive website optimized for mobile.

breakdance banner

Breakdance

With 120 built-in elements, a modern UI and workflow, and deep WooCommerce integration, Breakdance is the ultimate website builder plugin for WordPress.

10Web

The first ever AI-powered WordPress builder. Get the initial structure & design of your website with AI, edit it with 10Web builder based on Elementor, then push to live with one click.

“I found this site that does some interesting things in the free version, it is like a game change for mobile pagespeed score. Lots of smart features to help you build better sites in less time.” – Edoardo

oxygen builder banner

Oxygen

Powerful visual editing for your entire website. Build with fundamental HTML elements. Write PHP, CSS, and JS live.

Features include: Drag element edges to set spacing, or drag & drop to re-order; visual control of every part of your WooCommerce store; create custom website headers visually, including sticky and overlay headers; edit colors in one place.

“Speed web builder like Oxygen is a game changer for the speed of websites.” – Greg

Impreza

Top rated WordPress Website and WooCommerce Builder theme.

“I use IMPREZA because it’s high performance.” – Phil

Underscores

A starter theme meant for turning into the next, most awesome WordPress theme. Ultra-minimal CSS means less stuff to get in your way when you’re designing.

advanced database cleaner banner

Advanced DB Cleaner

Over time (or heavy plugin use) WordPress databases accumulate old revisions, orphaned post meta, spam comments, etc, making sites sluggish and bloated.

This plugin easily eliminates unnecessary data to reduce your database size, improve website speed and performance, and have quicker database backup (since the file will be smaller).

Quality Hosting

Of course hosting rose to the top of our web dev gurus lists, their voices eager to express just how important quality hosting is.

If you put every speed saving element on this list in place, then go with a hosting platform that has shared servers, minimal resources, or subpar support, all of your efforts will be for naught.

A web host provides more than just a place to store online content. They are the foundation of your sites. Choose a secure, reliable, reputable host to build your online residence; the peace of mind and success that come with that are well worth every penny.

Top Recommendations:

wpmu dev hosting banner

WPMU DEV Hosting

Lightning fast, dedicated and fully-optimized for WordPress, with nothing shared and no interruptions.

Here are just some of the features: 10 data centers + 45-point CDN; FastCGI; best-in-class security and site management tools; 99.9% uptime guarantee; WooCommerce optimized; premium support (24/7/365).

Don’t take our word for it; see what other like-minded people have to say about us.

“Choosing good hosting is the main thing. WPMU DEV hosting is great.” – Greg

“My fastest sites are on WPMU Dev hosting” – Brad

“Hosting: WPMU DEV 100%” – Phil

A2 Hosting

Secure with enhanced protection features. Managed server benefits and tools for theme and plugin management. Stability with 99.9% uptime commitment and 24/7 in-house support.

“A2 is my non-WPMU DEV hosting; Turbo (on LiteSpeed servers) is very fast.” – Greg

Grab Bag (Miscellaneous) Tools & Tips

There were also some tools and tips that fell outside of our other categories, but we wanted to include them because they definitely add value to the conversation.

Use Custom Snippets for Fine Tuned Control

“I constantly find myself writing custom snippets to do things like dequeue scripts on pages that aren’t needed, or disabling features in Jetpack, WooCommerce, Core, etc. that I don’t need to waste time loading.” – Super Adorkable

“I try to avoid adding plugins if it’s something I can do with a few extra lines in my functions.php file.” – Matt

code snippets banner

Code Snippets

An easy, clean and simple way to run code snippets on your site, it provides a GUI interface for adding snippets and actually running them on your site just as if they were in your theme’s functions.php file.

Snippets can be activated and deactivated (just like plugins), and be exported for transfer to another site, either in JSON for later importing by the Code Snippets plugin, or in PHP for creating your own plugin or theme.

Stats: Active installations: 700,000+, ~400 reviews, 5/5 stars

Work with LMS Platforms

“I work with LMS platforms and we couldn’t do or achieve any more than doing just that. Working with websites to build courses became a thing of the past.” – Manuel

learnpress banner

LearnPress

Create & sell courses online easily, with curriculums that include lessons & quizzes, all managed with a user-friendly interface.

Simply & quickly create educational or online course websites with no coding knowledge required. There is also a library of free and premium addons that extend functionality.

Stats: Active installations: 100,000+, 500+ reviews, 4.5/5 stars

Use a Cloud Server Management Platform

Runcloud

Modern server management panel; The enterprise-grade platform for cloud server management; Automate server configuration and security updates.

With RunCloud, you don’t need to be a Linux expert to build a website powered by DigitalOcean, AWS, Google Cloud or Vultr. Use this graphical interface to build a business on the cloud affordably.

“After testing so many different hosting strategies we found this the most efficient one… very fast to create and a lot of automation possible because Runcloud offers a great API.” – Ricardo

The All Important Aspects of Testing

Since there are so many variables you can use to get your site running faster, the best way to truly know what works best is to test what you put in place.

Also, because of the dynamic nature of WordPress websites, it’s vital to continue to keep tabs on how well all the components are running.

Recommended Speed Test Tools:

pagespeed insights banner

Google PageSpeed – PageSpeed Insights (PSI) reports on the performance of a page on both mobile and desktop devices, and provides suggestions on how that page may be improved.

GTMetrix – see how your site performs, reveal why it’s slow, and discover optimization opportunities.

Checkbot.io – creates very detailed reports about the various things that affect your page’s speed and SEO; tests 100s of pages at once for broken links, duplicate titles, invalid HTML, insecure pages and 50+ other checks.

webpagetest banner

WebPageTest – instantly test your site’s speed, usability, and resilience in real browsers, devices, and locations around the world.

Lighthouse – a chrome browser extension and automated tool for improving the performance, quality, and correctness of your web apps; it runs a barrage of tests against the page, then generates a report on how well it did and what you can do to improve.

Sizzy – a browser for Web Developers; allows you to test in multiple viewports, check performance scores, develop and test for all use-cases without having to manually simulate them in a regular browser.

Regular testing and tweaking is an important part of maintaining those next-level speeds. So choose the tools you prefer, and make sure to do this on a consistent basis.

Improve Your WordPress Website Performance

The importance of speeding up a WordPress site cannot be emphasized enough.

You’ve poured everything into your website – now match that great content with competitive page load speeds to get your engagement and conversions on the rise.

With so many options to speed up a WordPress site readily available, and many of them free, it doesn’t make sense not to use them to your advantage.

Hopefully you’ll readily employ some of the tools and techniques in this post, and see for yourself how much of a boost your site speed can get.

If you’re not a WPMU DEV member, give us a try, risk-free (no credit card required), and see how well we can complement your site. Our support is unmatched, and will help with any issue in WordPress – even if it’s not our product.

Practical Steps To Build Transparency In Your Remote Business

It used to be the norm that businesses were opaque, with employees only having access to what they needed to get their work done. Over the past twenty years, though, there has been an increase in transparency in businesses: an article in HBR describes transparency as a leadership imperative, and studies conducted by companies like Slack and Tinypulse highlight the importance of transparency to employees.

“Transparency is the process of being open, honest, and straightforward about various company operations. Transparent companies share information relating to performance, small business revenue, internal processes, sourcing, pricing, and business values.”

Forbes

Companies can be transparent with their employees only; others take it further and are transparent with the world. In a remote organization, transparency is even more critical. When you rarely see your colleagues, transparency helps people feel connected to one another and to the business. It can also help to reduce timezone bias as it relies on asynchronous communication, which makes it easier for people at any timezone to participate.

In this article, I will share some tactics for improving transparency within your organization. Some of them are tactics I’ve implemented myself through my years as a remote worker and leading a remote company, and others are best practices and guidance shared by companies leading the pack in terms of remote work.

Tactics To Improve Transparency

Default To Open

Imagine signing in to your company’s Slack team, where little of the day-to-day work happens in public channels. Some people say hi in the morning or goodbye in the evening, but all the work happens in private channels and DMs. The #general channel is a dead zone. Work happens in silos, and it’s hard to know what is going on at any one time. Individuals have to ask for information when needed, and sometimes they don’t even know where to look. This can cause bottlenecks and slow down work.

At the opposite end of the spectrum is a remote team where everything is in the open: hundreds of channels cover the whole range of work done in the company, and personal interests are chucked in too. Just by looking at the list of channels in your work’s messaging platform, you’ll see the overall work and identity of the company, and anyone can jump into any channel and connect with what’s going on there. It makes people feel more connected to work across the company rather than restricting people to work silos. It also has the advantage of exposing questions and discussions to more people. You never know who might have the answer to your question, and by posting it in public, someone you wouldn’t expect might be able to help.

Practical Tips

  • Onboard new employees on how to work in the open through their onboarding period and gently nudge them to post questions and work discussions in public channels.
  • Create naming conventions for your teams’ channels because you will end up with a lot, and it helps with the organization if people can see them grouped together (e.g., #marketing-content, #marketing-design, #dev-qa, and so on).
  • Remember that some things that shouldn’t be public. Human Resources matters such as illness or performance and anything that is a special category data under GDPR should not be shared by the company. You can, however, be transparent about what won’t be open.

Lean In To Asynchronous Communication

Synchronous communication happens in real time, whether that’s on a video or voice call, messaging, teams, or in person. Asynchronous communication happens in your own time, and immediate responses are not requested or expected within the exchange.

There are many reasons why asynchronous communication is beneficial in a remote company:

  • Reduces roadblocks as employees don’t need to be online at the same time;
  • Increases flexibility for employees as they can prioritize when to respond;
  • Combats presenteeism;
  • Demonstrates trust in employees;
  • Reduces timezone bias;
  • Increases transparency as it relies on written communication and documentation.

Prioritizing asynchronous communication over synchronous communication doesn’t mean that you will never have a meeting or talk at the same time. Instead, it means that your first preference is tools such as documentation and shared issue trackers/task managers instead of having a call. Documentation is kept up to date so people can find what they need for themselves, and issue trackers capture what someone is doing and where they are at and provide spaces for collaboration that don’t require everyone to be online at the same time. By preferring these practices over synchronous practices, work carried out within the organization is always transparent and available.

Practical Tips

  • Choose a tool that people love to use that they can use to keep track of their work. There are so many project management tools that you should be able to find one that suits your way of working.
  • Keep your issue tracker updated with all of the most up-to-date information about where a task or project is, including links to works in progress, such as Google Docs, Slides, and spreadsheets.
  • Create guidelines and onboard people to this way of working. Don’t just assume that people know how to work asynchronously. If they are from a traditional office, it’s unlikely that they will.
  • Encourage everyone to ask, “do I need a meeting for this?” and make working in other spaces the default. This ensures full transparency of what’s happening, and people can engage in their own time.
  • Make sure that decisions are documented so that everyone knows what action to take and why.

Document Processes And Continuously Improve

Effective remote companies need to have great documentation. This is especially true as companies grow. When you’re a small number of people, with just a handful of people in each role, it can feel easier just to get on and do the work and not worry about documentation.

Without embedded, documented practices, different approaches to the same task will proliferate, and it will become difficult to know what is the }}best approach for the organization as a whole}}. The growth that is not managed leads to inefficiencies within the business because things spin up in new ways all the time. When new employees join, they are unclear about whose approach is the right approach, and interpersonal issues may surface just because people disagree about the best way to do things.

Good documentation creates a shared expectation about how things should be done. A well-documented process should be a ladder rather than a cage. It should provide you with the steps to get to where you want to go, which you might need to adapt to your specific circumstance rather than being something fixed that you have to stick to rigidly.

For documentation to be useful, it has to be kept up-to-date. Out-of-date documentation is worse than no documentation at all, as it tells you the wrong way to go about doing something. Therefore, I advocate keeping documentation as straightforward and to the point as possible — only enough information so that a reader can achieve their goals. Anything else is just maintenance overhead that you don’t need.

Once you have good documentation in place, it means that all employees can find what they need by looking at the documentation.

Employees shouldn’t need to jump on a call for a walkthrough, ping lots of different people to find out what they need, or be confused by the different ways that they are told to do something. This is essential to enable everyone to work autonomously and reduce time wasted on calls because something isn’t written down.

Practical Tips

  • Ensure that your documentation tool has everything you need to ensure that people can navigate and update it easily. We find built-in version control essential to see what has changed (spoiler: we use WordPress for documentation).
  • Add dates to your documentation, so people know when it was written. If you want to embed practices of continuous improvement, you can add expiry dates to your documents, and process owners are expected to review and complete any updates.
  • Provide clear expectations around documentation. If a process exists, it must be documented.
  • Gitlab sets the standard with their “handbook-first” approach. It’s worth reading how they approach documentation and adapting what is useful to your own context.

Manage The Noise

An advantage of transparency is that information is there to be found. However, there needs to be the correct systems and processes in place so that people can find them. As someone from a company that has been remote for 10+ years, I’m amazed at the amount of documentation and communication that has built up over the years, not to mention the proliferation of tools. If you’re early in your remote journey, I highly recommend creating structures now that will enable you to keep on top of all the comms as you grow.

You need to proactively manage your docs and tools. It’s like a garden: you plant flowers in the flower beds, maybe a few trees and shrubs, and get your lawn looking lovely. But over time, the weeds start to appear, the shrubs become overgrown, and the flowers need to be dead-headed.

Transparency can have a positive impact on your company, but if you don’t tend to your documentation and information, it can end up being like an overgrown garden, where you have to clamber through weeds to get what you want or find a path through it.

Practical Tips

  • Create onboarding pathways for different roles so that when new people join the company, they know where to find what they need and are taken through it step by step.
  • Stay on top of your information architecture and make sure it remains intuitive for employees. Ideally, keep your IA the same or similar across your different tools (e.g., GDrive for docs, handbooks, and so on).
  • Often, people will just search for what they need to make sure that you have a working search tool.
  • Set expectations about what people need to stay on top of. It’s important that people are up-to-date on what’s happening in their areas, but do they need to read every piece of communication?
  • Create an announcements channel or blog, with the expectation that the only items posted are things that everyone has to read. This makes sure that nothing important gets missed.

Record Meetings And Provide Useful Notes

Preferencing asynchronous communication doesn’t mean ever communicating synchronously. There are times when meetings are inevitable and valuable. However, that doesn’t mean that what happens in the meeting needs to stay within the black box of that meeting. We have tools at our disposal to make these transparent, but as with all things, we want these to be as frictionless as possible.

Recording a meeting so that anyone who is not present can catch up on it can be helpful. Also, this reduces the need for detailed minutes as anyone who wants specific details can watch the recording or catch up on the transcript (zoom has built-in transcription features, which provide a good enough transcript to scan what’s going on). This may not be suitable for all meetings as it can have a knock-on effect on people’s behavior, making them more guarded.

Alongside that, there are the meeting notes. There are as many different ways of producing notes as there are people writing them. You need to determine the purpose of your notes to put them in the best format for your organization. When thinking about it, ask yourself what someone who hasn’t attended the meeting needs to know. If a video is available, do they need full minutes or just notes about decisions, actions, and deadlines? Who is going to take the notes? Are they always taken by a specific person, or is it a role that rotates?

Practical Tips

  • Always have an agenda for a meeting and ensure that anyone who adds an item to the agenda also writes a summary with links to supporting documentation. This provides the basis for the notes and means the note taker doesn’t have to re-summarise.
  • Make sure everyone knows what the expectations are around meeting notes. A standard meeting template means that everyone knows what they need to provide before and during the meeting and that everyone reading notes knows what to look for.
  • Ask yourself if you need notes every time. Maybe a video suffices for a discussion, especially if all of your actions are captured in your issue tracker. Maybe it’s enough just to keep an activity log, so everyone stays on top of what’s next.

Onboard New Team Members To Transparency

Something I have been guilty of is assuming that people will just be able to join the company and instantly normalize how transparent we are. Actually, it’s quite challenging for someone to go from an organization that is not transparent or doesn’t really think about it to one in which everything is out in the open.

It requires some empathy and imagination to recognize the experience of someone who has just joined the company. As there is a lot of noise, communication, and notifications, there is a mountain of information to climb and years of asynchronous communication stacked up. On top of that is the feeling of vulnerability that comes with being a new employee. When the expectation is that everything is discussed in public channels, it can make people feel reticent about putting themselves out there, asking the “stupid” questions that are so important to navigating your way around somewhere new.

That makes it essential to familiarise people with the concepts and tactics of transparency through the onboarding process and for managers and peers to support new starters with that. You can’t just assume someone will get it, so you need to support them to succeed.

Practical Tips

  • Have clear expectations about what people should read and what they can let pass them by. Otherwise, some people will try to read everything. For most people, the work of their immediate team and essential company announcements suffice to begin with.
  • Talk about transparency through the onboarding process, why it is important, and how you practice it within your company.
  • Adjust to your new employee’s level of comfort. Some people will jump straight into public channels, but others will want to take their time. Work with them in DMs or private channels to begin, with the expectation that you’ll move to the public once they are onboarded.
  • Create specific pathways or tables of contents for different roles to take them through the documentation and training they need to read.
  • Provide guides and documentation on how to practice transparency, especially best practices for documentation and for using your issue tracker.

Make Use Of Integrations, APIs And Bots

Integrations, APIs, and Bots let us automate work and prevent information from getting stuck in silos. One of the first things I look for when I’m sourcing a new tool is what integrations it has and whether it will integrate with my stack. If it doesn’t have a native integration, does it have an API so we can have a developer build an integration for us? Or, for simple integration, you can use a tool like Zapier to connect your tools together.

If you’ve been remote for a long time, you can have a proliferation of tools, and manually moving data between them leaves room for human error and creates a huge administrative burden.

However, if you don’t transfer your data, it can lead to information remaining in silos and not getting to where it needs to be. If you are building out a stack for your remote team, I highly recommend working with tools and apps that integrate with one another.

As well as integrations, bots can be massively helpful in automating tasks and removing the need for people to manually run different processes. Some tools that I have found to be useful are geekbot, which we use for standups, and donut, which we use for social connections like pairing people up for a coffee. You can use integrations to pipe posts from other tools, such as GitHub or Hubspot, into your Slack Channel or MS Teams. Geekbot fatigue is real, though, so beware of having too many standups and bots running simultaneously because if they’re not used well, they can become a bureaucratic task that no one loves.

Practical Tips

  • Figure out the bots which are right for your organization. Both Slack and Teams have a lot of bots available.
  • When you are signing up for a new tool, look at the integrations that it currently has and think about how you might want to use the tool in the future.
  • Connect your issue tracker and any other asynchronous tools to your messaging app so that any activity is piped into relevant channels.
  • If bots are causing too much noise, consider creating firehose channels, which are just for piping in information from a specific tool or project.

Equip Everyone To Give And Receive Feedback

When your company is transparent, everything is out in the open all of the time. This means that a culture of transparency must go hand in hand with a culture of feedback. Drive-by feedback from people who don’t have context on a specific project is rarely helpful, nor are cryptic one-liners that say something isn’t great but don’t provide anything constructive about why.

This type of feedback can make people reticent about working in the open, and they can hold things back until they feel it is totally ready. Equally unhelpful are feedback requests that are just “what do you think?” or “can I have feedback?” These requests rarely elicit high-quality feedback.

When you equip your team to give feedback, you create a space where people are okay putting their half-finished projects out there because they know any feedback will be provided in good faith and will help them to achieve their goals. You also need to ensure that people are open to feedback, listen, and receive it in a non-defensive manner. Ultimately, it is up to the person who receives the feedback whether they should implement it or not, but you should always listen and try to understand the other person’s perspective.

Practical Tips

  • Set company-wide expectations around feedback. Some companies might prefer a free-for-all where anyone can provide feedback all the time; others prefer to set the expectation that feedback should come only when it is asked for.
  • Be very specific on what you are asking for feedback for: is it on the design, the content, the tone of voice, the structure, or the message? This will help you to get high-quality feedback.
  • Research different feedback methodologies and adopt a few that are right for your company. Radical Candor is a very popular technique; I like Situation, Behaviour, Impact because of its simplicity, but there are lots of options out there. Whatever you use should be straightforward enough for anyone to use.

Build A Culture Of Transparency

You can build transparency into your practices, but you also need to build it into your culture. A common way to do this is to write transparency into your values, which is great but rarely enough. You’ve got to embed transparency into everything you do, which I hope some of the practices above will help with.

One of the most powerful ways to become more transparent as a company is for people to role-model transparency, especially leaders. If a leader behaves in a particular way, others follow. It follows that if someone at the top does something, then it is acceptable behavior.

If a leader does everything in Direct Messages, brings people into meetings all the time, and works in silos, then others will do the same. If your leaders default to open communications, asynchronous practices, collaboration, and information sharing, then they create an environment where others will follow.

It’s not enough for a CEO or founder to say they want to be transparent — they have to practice it like everyone else.

And remember, full transparency isn’t for everyone or for every company. You can set limits on what you are transparent about: some organizations share salaries, others don’t, some share financial info, others don’t, some share everything publicly, and others don’t. Being transparent isn’t necessarily sharing everything; it’s being upfront about what you are going to share, what you aren’t, and why. But remember that some level of transparency in a remote organization will go a long way to helping you be successful.

Practical Tips

  • Role-modelling transparent behaviors should be built into the expectations of every leader. This could be written into role descriptions or behavior frameworks.
  • It’s easy to find yourself working on something in a DM or private space; when you do, gently suggest to others that a discussion is moved into a public channel.
  • Acknowledge behavior and actions that are transparent. We have a kudos bot in our HRS which we can use to credit positive behavior, and transparency is a consideration within our career progression framework.
The Transparency Trap?

Generally, I am a big advocate of transparency, but it’s not without its pitfalls. If you want your organization to be more transparent, then you need to be aware of what these are so that you can work against them. Some examples are:

  • Decision-making can take a lot longer because so many people can provide input.
  • Information overload can be a burden on employees, and they can feel fatigued by the amount of communication.
  • Employees can feel that they are constantly being observed, which can leave them feeling exposed and vulnerable.
  • Some employees will hide what they are doing just to get it right, even if there is nothing to hide.
  • People experiment less because they are afraid to take risks or be vulnerable in front of others.
  • There is an additional administrative burden as people have to produce meeting notes, update documentation and issue trackers, and generally perform what they are doing.
  • Access to a company’s financial information can cause anxiety when times are rocky.
  • Creative work may not always benefit from transparency as people can self-censor during the development process.
  • Sharing all meetings can lead to self-censorship, which can stifle debate.

The researcher Ethan Bernstein talks about the “transparency trap” and explains how some organizations have “found the sweet spot between privacy and transparency, getting the benefits of both.” This means employing different types of boundaries to ensure that privacy is maintained in some areas without losing the benefits of transparency. However transparent you plan to be, it’s important to keep these challenges in mind so that you can work and don’t overwhelm or undermine your employees while still getting all of the benefits of transparency.

gRPC Introduction and Implementation Using .NET Core 6

Prerequisites

  1. "Visual Studio 2022"
  2. Basic Knowledge of C#

Agenda

  • Introduction of gRPC
  • Scenarios Where gRPC is Used
  • Pros and Cons of gRPC
  • Implementation of gRPC

Introduction

  • gRPC stands for Google Remote Procedure Calls.
  • gRPC is a modern, open-source, high-performance remote procedure call (RPC) framework that can run in any environment. It can efficiently connect services in and across data centers with pluggable support for load balancing, tracing, health checking, and authentication. It is also applicable in the last mile of distributed computing to connect devices, mobile applications, and browsers to back-end services. — gRPC Website
gRPC Server

Figure From grpc.io

  • gRPC is the framework used to implement APIs using HTTP/2.
  • gRPC uses protocol buffers (protobuf) for serialization and the HTTP/2 protocol, which provides more advantages than HTTP.
  • gRPC clients and servers intercommunicate using a variety of environments and machines. It also supports many languages like Java, C#, Go, Ruby, and Python.
  • The binary layer of gRPC will do all data operations like encoding and uses protobuf as an intermediator between client and server, improving performance.
  • It is also used for communication between multiple microservices efficiently.

Scenarios Where gRPC Is Used

  • When we use microservice architecture, we use it for internal communication from one or more servers.
  • When performance is a high priority and low latency.
  • When we require duplex communication between services with different types of data.

Pros and Cons of gRPC

gRPC Pros

  • High performance—faster than REST and SOAP
  • Lightweight messages—gRPC messages are more lightweight than other types like JSON.
  • Higher efficiency 
  • Duplex data streaming

gRPC Cons

  • Limited browser support
  • Uses binary data because it’s not easily readable like JSON or XML.

Implementation of gRPC

Step 1

Create a new gRPC project

Collective #734




This content is sponsored via Paved

Remote IT Can Be Difficult. Jamf Now Makes It Easy.

Managing your business’s Apple devices is time-consuming – especially when employees are WFH. Jamf Now is a mobile device management solution that simply sets up, connects, and secures your devices from anywhere; no IT experience required! Postanly readers can manage up to 3 devices for free today!

Set Up An Account





GLSL Dithering

Get retro with dithering in Three.js and learn all about GLSL dithering in this article by Daniel Velasquez.

Check it out




Sound

A very interesting article on what sound is by Bartosz Ciechanowski.

Read it



Speeding Up Async Snippets

Async snippets used to improve performance, but now they’re a legacy anti-pattern. Harry Roberts shows how we can handle them.

Read it









Agreper

A minimal, no-JS web forum software with focus on being easy to set up and manage.

Check it out



podcast.ai

The AI-generated podcast with its first episode where Joe Rogan interviews Steve Jobs.

Check it out


WordPress Full-Site Editing: A Deep Dive Into The New Feature

Full-Site Editing is one of the main improvements added to the WordPress platform with version 5.9. It allows users to make sweeping changes to their website design and layout via a graphic interface, thus moving WordPress closer to the experience of a page builder. In addition, it offers new ways to create and customize themes.

These drastic changes have great consequences not only for the WordPress user experience but also for large parts of the platform’s ecosphere. For that reason, in this post, I am planning to take a deep dive into WordPress Full-Site Editing (or FSE for short, there are also discussions about changing the name because it’s a bit of a mouthful).

In the following, I will first talk about what Full-Site Editing is and provide a tutorial on how to use it to make changes to your site. I will also examine the tools it provides for theme development and close with a discussion of how the arrival of this feature will impact developers, theme authors, and existing page-builder plugins.

Table of Contents

Let’s get started.

Quick note: While FSE was first added to WordPress in version 5.9, it has since been further enhanced by WordPress 6.0. This post includes the latest changes.

What Is WordPress Full-Site Editing?

In a nutshell, Full-Site Editing means that WordPress now offers the ability to create and edit page templates and elements like headers and footers in a block-based graphic user interface.

This is part of phase two of the Gutenberg project and the preliminary culmination of a development that saw its beginning with the introduction of the WordPress block editor in WordPress 5.0. Since its initial release, the block workflow has branched out to other parts of the WordPress user interface. For example, you can now also use it for widget management.

One of the main goals of Full-Site Editing is to provide users with a singular workflow for making changes to their WordPress sites. In the past, you often needed to know several different systems to create a new menu, compose a page or post content, populate the sidebar, or adjust the color scheme. Even more complex changes required you to know how to edit page template files or write CSS. With Full-Site Editing, you can now make changes to everything in pretty much the same way (even if much of it still happens in different menus).

For everyday users, the benefit is reduced dependence on front-end developers. Site owners can now do a lot by themselves that, in the past, would require technical chops or professional help, such as making changes to page templates. Plus, those changes are now visible in the editor right away instead of having to go back and forth between the front end and back end of your site or even a code file.

At the same time, Full-Site Editing makes it easier for theme developers and designers to create markup and allows for quicker templating.

Main Features

Here are the main building blocks that Full-Site Editing consists of:

  • Page templates and template parts
    The central attractions are two new editor interfaces that allow you to customize page layouts similar to the normal content editor. You can move page elements around, change their design (colors, fonts, alignment, and so on), and add or remove them at will. The same is also possible for single template parts such as headers and footers. It’s even possible to edit them separately. Plus, you can export your templates to use and distribute them as themes.
  • Global styles and theme.json
    A common feature in WordPress page builder plugins, Full-Site Editing allows you to define global styling for your entire site, such as colors and typography, in a central place. In the past, you would have to change the styling in different locations (e.g., the Customizer and block editor). FSE also introduces the theme.json file, which acts as a nexus for different APIs and contains the majority of styling information in block-based themes.
  • Template blocks and block patterns
    Full-Site Editing adds new block types to WordPress and the WordPress editor. These include static blocks like the site logo but also dynamic elements such as blocks for navigation, post titles, and featured images. These change according to settings in other places. There is even a full-fledged query block that’s basically the WordPress PHP loop. It lets you display a list of posts anywhere on the page. Each block also comes with its own design and configuration options.

Sounds exciting? Then let’s dive into how to use this new WordPress feature practically.

How To Use Full-Site Editing To Customize WordPress

In the following, I will first go over how to take advantage of Full-Site Editing as a user. Later, we will also examine what makes this a useful feature for developers and theme designers.

Prerequisites For Using FSE

In order to take advantage of Full-Site Editing, the most important thing is that you have a WordPress site running at least version 5.9. You can also use a lower version, but then you need to have the Gutenberg plugin installed and up to date.

The second thing you require is a block theme. That’s a theme that can take advantage of the new feature. We will go over how these are different from classic themes later. For now, a good option is Twenty Twenty-Two, which also came out with WordPress 5.9. I will be using it for this Full-Site Editing tutorial. Refer to the resources section at the end for other options.

Finally, if you are giving WordPress Full-Site Editing a spin for the first time, I recommend using a staging site or local development environment for it. That way, you can make all the mistakes you want without anyone knowing.

Overview Of The User Interface

When you are logged into your test site, you can access Full-Site Editing via Appearance > Editor (also notice that the widget and Customizer options are missing).

An alternative way to get there is via the Edit Site link in the WordPress admin taskbar on the front end. Either will land you on the main editor interface.

Let’s walk through all the options available here:

  1. Top left corner: Let’s start here because it’s easy to overlook. A click on the WordPress logo opens up a menu to edit templates and template parts. It also has a link to return to the WordPress dashboard.
  2. Top bar: This should look familiar to anyone who has used the Gutenberg editor before. It contains the option to add blocks and block patterns, toggle between editing and selecting blocks, and undo/redo buttons. You can also open a list view of the current page, select different template parts, and jump directly to them.
  3. Top right corner: Contains the buttons to save changes and preview the design on different screen sizes. The gear icon opens up settings for templates as a whole and individual blocks. Besides, that is the option to customize Global Styles. The three-dot icon contains display options for the editor, the ability to export templates and template parts, and access to the welcome guide.
  4. Center: In the middle is the main editing screen. Here is where you will make changes to page templates and work with blocks. It is also an accurate representation of what your design will look like and contains some controls to add blocks and other elements to the page.

Most of these are togglable, so you can only have those options open that you really need and want.

Global Style Presets

As mentioned above, you can access this menu by clicking the half-black, half-white circle in the top right corner. It offers two types of styling options: for the entire website and for individual blocks. What exactly is available here depends on your theme.

For Twenty Twenty-Two, you have options for typography, colors, and layout. We will get to those below. For now, let’s turn to the most exciting part of the Global Styles menu — the preset color themes. You can find them when you click on Browse styles.

In this menu, developers have the possibility to offer styling presets for the entire theme. Hover over one of the options to see a preview of its color and font scheme, and then adopt the look for your entire theme with a single click.

I really like this feature as it offers users different versions of the same theme that they can easily use as jump-off points for their own creations. It’s a bit like themes shipping together with a number of their own child themes. You can also go back to the previous state by clicking the three dots at the top and choosing Reset to defaults.

Global Styles: Typography

When you click on Typography, you get to a submenu where you can choose whether to customize the styling for general text or links.

Another click gets you to a subsection where you can make the actual changes.

As you can see, it’s possible to customize the font family, size, line height, and appearance, meaning font-weight and slant. Options here depend on the theme as well. For example, under Font family, you can only choose System Font and Source Serif Pro as these are the only options Twenty Twenty-Two ships with.

However, this is also due to the fact that full support for (local) web fonts only became available in WordPress 6.0, and this theme came out before that.

Likewise, the numbers under Size represent defaults set by the theme authors. You also have the option to click on the little icon in the upper right corner to set a custom value.

Line height should be self-explanatory. The Appearance drop-down menu lets you choose font variations from a list.

If you pick any of these options, changes will automatically become visible on the editing screen.

If you don’t like the modifications you have made, you can always reset to defaults, as mentioned above.

Global Colors And Layout

Under Colors, you can change the hue of different elements (duh!).

What’s interesting here is the Palette option, where the theme can provide its own color palette, including gradients. This is besides the default options Gutenberg offers and custom colors that users can create.

Besides that, just like for typography, the theme provides different options for elements for which you can change colors. In Twenty Twenty-Two, that’s Background, Text, and Links.

After choosing any of these, you get to a screen where you can easily pick a color or gradient from available options or create your own. When you do, your pick automatically translates to what you see on the editing screen.

There is even a color picker that lets you set custom hues or enter color codes in RGB, HSL, or HEX format.

Finally, in this theme, the Layout option only allows you to add padding around the homepage.

Changing Styles For Individual Blocks

Styling defaults are not only available for the website as a whole, but you can also set them for individual blocks. For that, you find an option in Global Styles at the bottom where it says Blocks.

When you click it, you find a list of all the WordPress default blocks.

Click those in turn to find similar options to customize their design on a per-block basis. For example, below, I have set the link color globally to blue but set the color for the Post Title block (which is also a link) to orange. As a consequence, orange overwrites the initial value, and the title comes out in that color.

If you have ever worked with CSS, this principle should be very familiar. Set some site-wide standards at the top of the style sheet and then overwrite them with customizations further down in the cascade. It’s the same thing here.

Moving Blocks Around

Making layout changes works the same way as in the main WordPress block editor. Everything you see on the screen is made up of blocks. Some may be combined as groups or block patterns, but they are blocks nevertheless.

As such, you can move and customize them however you want. For example, the main part of the homepage is the Query Loop block, whose function is to serve up the latest blog posts. However, it, too, is made up of different blocks, namely Post Title, Post Featured Image, Post Excerpt, Post Date, Spacer, and Pagination.

If you want to change something about the way it looks, you can very easily do so. For example, you may click on the Post Featured Image block and then use the arrows in the toolbar to move it below or above the post title.

Alternatively, hover over the block and then use the Drag button (which looks like six dots) to move it to another position. If you hit Save after this, it will translate to the design on your site.

Using Block Options

In addition to the ability to move them around, every block also comes with its own settings. Like in the Gutenberg content editor, you can access those via the gear icon in the upper right corner. When a block is selected, you will see its customization options there.

What’s available in this place depends on the block you are working with. For example:

  • Post Featured Image: Has options to add the margin, padding, and configure image dimensions.
  • Pagination: Control the justification and orientation of its elements, wrapping, colors, and whether to show arrows, chevrons, or nothing as indicators.
  • Post Title: Besides setting colors, you can decide if the title should be a link, open in a new tab, or have a rel= attribute. You can also control colors and typography (including the ability to use Title Case) and add a margin.

You get the gist. Be aware that there are often more settings hidden that you can access via a plus or three-dot icon within the sections.

In addition, there are settings in the toolbar atop blocks when they are selected. You should not forget those as they can be decisive. For example, in the case of the Post Title block, it’s where you determine what order of heading (h1-h6) it takes, an important factor for SEO.

Adding And Removing Blocks

Of course, you can not just customize the available blocks, but you are also able to add your own. This works the same way as in the content editor and comes with different options:

  1. Hover over an empty space in the template until a plus button appears, and click it. Then search or choose what you want from a list of blocks.
  2. Click existing blocks and use the options button in the top bar to pick Insert before and Insert after.
  3. Use the plus button in the upper left corner to see and search the full list of available blocks, then drag and drop them where you want.

In some places and existing blocks, you will also find icons to add more blocks. Plus, you have the ability to add block patterns, but we will talk about this further below.

Leaves the question, how is any of this helpful?

Well, it means you can easily add both static and dynamic content to the homepage. An example would be a heading and paragraph above the Query Loop block as an introduction to your blog.

Naturally, you can also remove blocks you don’t want just as easily. Simply select one and hit the Del or backspace button on your keyboard, or remove it via the block options.

You also have the ability to open a list view at the top (the icon with three staggered lines) and navigate to blocks from there or choose to delete them right away.

This option also gives you a great overview of the block structure of whatever part of the site you are currently editing.

Exchanging And Editing Template Parts

Template parts are entire sections inside templates that you can exchange as a whole and modify separately. In the case of Twenty Twenty-Two, that is the header and footer. You can see this in the template options on the right or when you click the arrow in the top bar.

Template parts are just groups of blocks on the page, so you can edit them as described above. However, what’s special about them is that themes can offer variations that allow you to change the entire part with one click.

For example, when you select the header in the example, it will show a Replace option in the settings bar at the bottom.

When you click it, you can see the variations the theme offers for this template part, as well as fitting block patterns.

Twenty Twenty-Two has several default options to choose from. Click any of them, and Full-Site Editing will automatically replace the entire header with the new option.

The same works for the footer, of which Twenty Twenty-Two also has a few to offer.

Customizing And Creating Template Parts

To edit template parts separately, click on the WordPress logo in the upper left corner to open the following menu.

At the bottom, you will find a menu item called Template Parts. Click it to see a list of all available template parts on your site.

Alternatively, you can also select a template part and choose to edit it from its options.

In the Template Parts menu, click Add New in the upper right corner to create additional ones. This is useful if you want to make another version of the footer, for example. The cool thing is when you click it, besides asking for a name, WordPress automatically gives you templates for both header and footer, so you don't have to start from scratch (unless you want to).

Besides that, you may also just click on existing parts in the list to edit them. This works the same way as in the main editor. The only thing that is different for template parts is that you have handles on the left and right that you can use to shrink and expand the size in order to check its behavior on smaller screens, i.e., mobile devices.

Just like a template file, anything you change and save here will translate to all pages and templates that use this part.

Finally, if you have set up a group of blocks on the main screen, you can turn them into a template part as well. Click the options in the main screen or in the list view and pick Make template part.

You need to give it a name and choose what area it belongs to. When you then save it, it is available as a template part.

Editing Page Templates

In the WordPress logo menu, there is also an item called Templates. Unsurprisingly, it contains a list of all page templates available on your site, from the 404-page over archives and single pages to single posts.

Page templates are usually files that control the basic layout of different types of content. If you change the template, all content of that type changes, too. With Full-Site Editing, you can edit existing templates and create your own in the user interface instead of a code editor.

Note, however, that FSE only lets you create standard page templates via Add New. More on that soon.

Something that comes especially handy here (and also for template parts) is block patterns. These are predesigned layouts consisting of several blocks you can add to website pages to instantly create entire sections. Examples include newsletter sign-up forms, pricing tables, and event lists, but also simple things like a styled divider or an image with a quote or caption.

Patterns allow you to put together entire designs quickly. They are easy to use, too! When editing a template, simply click the plus symbol in the upper left and go to the Patterns tab.

Filter the patterns via the drop-down menu at the top, e.g., by featured patterns, footers, pages, or buttons. If you find something you like, simply drag and drop it on the page. You can also search for something specific, like a “header” at the top, which will even show blocks from the WordPress block directory.

For a better overview, it helps to click on Explore to access the block pattern explorer.

This shows the block patterns in a larger window with the ability to search and filter them on the left. A click on a pattern you like automatically adds it to the template editor, where you can position and customize it as usual.

By the way, you can clear all customizations you have made for individual templates by clicking the three-dot icon in the Template menu and choosing so.

Adding New Block Patterns

Besides using what’s available, you also can add external block patterns from the pattern directory.

Search and filter to your needs. If you find something you like, simply use the Copy Pattern button on the pattern page to get it on your site.

After that, go back to the Full-Site Editing editor and paste it. The pattern will then show up there.

If you like it and likely want to use it again, click the three dots in the options bar and choose Add to Reusable blocks.

That way, it will, from now on, be available in the block menu under Reusable.

Using The Standalone Templates Editor

There is a second way to edit and create page templates, which happens in the normal Gutenberg content editor. It offers less complexity than the site editor interface (e.g., no access to other templates) but works similarly.

Simply create a new post or page, then, in the document settings sidebar, locate the Template panel below Status & visibility.

Here, it lists your current template and makes other options available in the drop-down menu. You can edit what’s already there via the Edit button or create a new template by selecting New. Each opens the more limited template editing experience.

Edit and save the template in the same way as in the site editor. Anything you create this way will also show up in the list of templates in the Full-Site Editing editor.

Available Blocks For Templating

To make templating in FSE possible, the developers have added a number of dynamic blocks that can pull content from the database depending on the following:

  • Site title, tagline, and logo;
  • Post title, featured image, content, excerpt, author, avatar, author biography, date, tags, categories, next and previous post, read more;
  • Post comments, single comment, comments query loop, author, date, content, count, comment form, and link;
  • Archive title and term description;
  • Query loop, post list, post template, pagination;
  • Template part.

These are also available in the normal WordPress editor. There are more to come in future versions, and you can get early access to them via the Gutenberg plugin.

Preview And Save Changes

When you have made all the changes you want, you have the option to preview them in different screen sizes by clicking Preview in the upper right corner.

If you are satisfied, a click on Save will make the modifications permanent. WordPress will also list which templates and template parts your changes will affect.

That way, if you want to discard them in one place but keep them elsewhere, you can do so. Simply uncheck those components where you don’t want to save your changes. Click Save again, and your choices will translate to the front end of your site.

Full-Site Editing For Developers And Designers

Full-Site Editing is also a useful tool for developers. You can use the interface to create templates and then export them as files to add to and publish as themes.

A Quick Primer On Block Theme Architecture

To take advantage of this, you need to be aware that FSE-ready block themes have a different architecture than classic WordPress themes. For one, the template and template-part files for Full-Site Editing no longer contain PHP but are HTML files with block markup.

Instead of style.css, styling is mostly taken over by theme.json. Here is where you set up styles for the block editor and individual blocks, styling presets, as well as CSS defaults (both for the front-end and backend editor). In fact, theme.json is so powerful that, by modifying it, you can change the style of an entire website.

Last week I created a quick demo of how the visual aesthetic of Twenty Twenty-Two can be drastically changed through its theme.json settings. This example swaps the default json file for one with different font, color, duotone, and spacing values. pic.twitter.com/ab9tyGwLOS

— kjellr (@kjellr) October 22, 2021

This also allows you to switch between different sets of global styles (i.e., theme.json files) in the same theme. It’s a feature that only arrived in WordPress 6.0.

Relying mostly on theme.json greatly reduces CSS in other places. For example, Twenty Twenty-Two’s style.css is only 148 lines long. For comparison, its predecessor Twenty Twenty-One has almost 6,000 lines in its style sheet.

In addition, theme.json uses a whole different kind of markup. Yet, you could write an entire article just on this one file, so you are better served to start with the documentation for details.

The minimum requirements for a block theme are to have an index.php, style.css, and an index.html file in a templates folder. The latter is what marks the theme as a block theme to WordPress.

If you want to add template parts, you will place those in a parts folder. Having a functions.php and theme.json files is optional. Finally, you can also include a styles folder for global style presets. For example, this can include different color schemes for the theme.

Besides the changed structure, you also have different ways of creating template files when using a block theme. While you can still do it manually, using the new WordPress interface is also possible.

Using FSE Or The Template Editor To Create Theme Files

If you want to use the page editors to create templates, the first step is to simply set up your templates as described in the first part of this article. One important option here is to know that you can use the Advanced settings for template-part blocks to change their type of HTML element.

When satisfied, you can download all your theme files at once. The option for that is available in the More tools & options menu, which you access by clicking the three dots in the upper right corner of the Full-Site Editing screen.

Here, locate the Export option. It will automatically download all template and template part files as a zip. Simply unpack them, and you can use them for your theme.

Manually Creating Block Theme Templates

Of course, it’s also possible to create template files by hand. For that, you just need to be familiar with block markup.

For the most part, these are just HTML comments that contain the name of a block prepended with wp:. Some of them are self-containing. For example, here’s how to add a site-title block to the template:

<!-- wp:site-title /-->

Others, like paragraphs, function like brackets:

<!-- wp:paragraph -->
<p>Lorem ipsum dolor sit amet, consectetur adipiscing elit.</p>
<!-- /wp:paragraph -->

You can also call template parts by stating the file name via slug. Here’s how to call footer.html:

<!-- wp:template-part {"slug":"footer"} /-->

You can even customize the HTML tag (default: div) via the tagName attribute:

<!-- wp:group {"tagName":"main"} -->

<!-- /wp:group -->

Here, too, it’s possible to use one of the editors above to create blocks and then simply copy the markup over if you are not sure. Plus, if you save a file and then add it to the respective location in the theme directory, it will also show up in the FSE editor.

For more details, refer to the resource list below.

Consequences Of Full-Site Editing For The WordPress Ecosphere

Besides providing a tutorial on how to use Full-Site Editing, I also want to talk about what its arrival means for the WordPress environment and those working there.

Job Opportunities For Developers And Designers

As is to be expected, an important question is whether this kind of feature will eliminate the need for professional developers and designers. Are they still needed when users can seemingly do everything themselves?

The short answer is “yes.”

Neither the emergence of WordPress itself nor page builders or page builder plugins, or any other technology that makes it easier for laypeople to build their own websites have eradicated the need for professional help. And it won’t happen this time, either.

While these days, users don’t need help for every little thing (like changing colors or fonts), there are still lots of tasks that non-technical site owners simply can not do with the available tools and where they need someone to do it for them. Plus, if you want a unique design and not rely on a template that hundreds or thousands of other people might also be using, you still need a designer and/or developer.

Plus, with great power also comes a great opportunity to screw things up (to loosely quote Spiderman). Just because everyone has the tools at their disposal to make a well-designed website, that doesn’t mean everyone can. Design is more than mere technical ability.

What’s more, not everyone actually wants to do the work. They’d rather hire someone with the skills than acquire them from scratch. Finally, there is so much more to a successful website than “just” design, such as SEO, performance, security, and maintenance.

So, even if there are fewer obstacles to building websites, there is no need to think that designers and developers are a dying breed. In contrast, the switch to new tools offers plenty of opportunities to build services and products around them.

What Does FSE Mean For The Theme Market And Theme Designers?

So what about theme creators? Does everyone have to switch to block themes now?

Here, it’s first important to keep in mind that many themes have not yet switched to the Gutenberg block editor and that there are still many users on the Classic Editor. The latter will also continue to work for a while as the plugin will still be supported until at least the end of 2022.

Also, all of the features described above are optional, not mandatory. Therefore, the switch does not have to be immediate. You can even build hybrid themes that are not complete block themes but are able to use block templates. This option exists by default unless you specifically switch it off.

Nevertheless, in the long run, it’s probably a good idea to move your existing themes over to FSE capabilities. It’s something that WordPress users will likely grow to expect as it gives them more flexibility and power to customize themes on their own.

At the same time, as described above, you can also use Full-Site Editing to create themes with less coding, which can speed up development time. Plus, it offers new economic opportunities. Besides themes, theme authors can now offer extensions like blocks and block patterns, opening up whole new business models and opportunities.

Full-Site Editing vs. Page Builder Plugins

The existing page builder plugins are probably one of the biggest question marks. Will the likes of Divi, Elementor, and Co survive when WordPress can do a lot of what they were created to provide?

First of all, it’s unlikely that everyone will immediately switch away from the tools they are used to working with, so page builder plugins will likely stay around for a while. Also, many of them are currently more powerful than what Full-Site Editing is capable of in its present form. Another reason to stay with what you have.

Overall, these types of plugins have become very established over the last years, to the point that they sometimes ship packaged with themes. For that reason, it’s improbable that they will suddenly lose all their market share. Despite that, Full-Site Editing will likely eat into it over time, especially with new users who get to know it as a normal part of WordPress.

Just like everyone else, page builder plugins will have to evolve so that they offer things that FSE doesn’t to stay competitive. One way would be to offer kind of hybrid plugins that extend WordPress’ native page editor. Similar things already exist for Gutenberg and for the Classic Editor.

Full-Site Editing: Further Resources

If you want to get even deeper into the topic of WordPress Full-Site Editing, I recommend you start with these resources:

Final Thoughts On WordPress Full-Site Editing

Full-Site Editing is an exciting new chapter in the evolution of WordPress. It makes the design process easier and more uniform across the entire platform, offering new opportunities for content creators and users to customize their pages.

At the same time, FSE comes with interesting challenges for developers and theme designers. It changes the architecture of themes as well as introduces new markups and workflows. However, the feature also offers rewards in terms of new opportunities and a faster way for prototyping and creating themes that require less coding.

Above, we have gone over everything FSE has to offer in detail. My personal impression is that it is a well-thought-out feature, and I am impressed by how much it can already do. I’d definitely recommend adding it to your WordPress skill set.

Sure, there is room for improvement. For example, I could not find an option to change the hover or active color for links and other elements. Also, it is not as powerful as existing page builder plugins though I am sure that new features will close the gap in the future. Yet, I really like its modularity and the ability to customize different theme parts in different ways. I’ll surely consider using it more in the future. How about you?

What are your thoughts on WordPress Full-Site Editing? How do you think it will impact users, developers, and the WordPress sphere as a whole? Please share your opinion in the comments!

Compare The Best iPad POS Systems 

Our recommendation for the best iPad POS system is TouchBistro for its feature-rich core plans, transparent pricing, and terrific customer loyalty add-ons. Book a free demo today.   

Android tablets are reasonably popular for POS systems. However, iPads dominate the mobile POS space for multiple reasons. If nothing else, the iOS software is renowned for its constant security fixes and updates, layer security, and robust firmware. Apple also develops and manages its software and hardware, so there’s tighter synchronization and fewer glitches. 

However, there are multiple iPad POS systems on the market. We explore these options so you can find the best system for your specific needs. 

The Top 6 Best iPad POS Systems 

We picked at least six iPad POS systems that excel in unique and varied use cases. However, POS systems are prevalent in the food service industry, and we think TouchBistro is the best-in-class iPad POS. Sign up for TouchBistro today to request a custom quote for your preferred feature set

  • TouchBistro – Best Overall 
  • Epos Now – Best For Accounting Integrations 
  • Shopify – Best for Combining Online and In-Person Sales
  • Lightspeed – Best for Multiple Locations and Franchises 
  • Loyverse – Best Free Loyalty Program 
  • SalesVu – Best for Increasing Sales 
Company logos for our best iPad POS reviews

Match Your Scenario to the Right iPad POS Solution 

The best iPad POS solution is often a subjective matter. Most people will swear by their preferred system. It’s a good sign that they’ve found a POS solution that perfectly matches their needs and use case. We designed this section to nudge you in the right direction by outlining the most common iPad POS scenarios and how they might affect your purchase decision. 

You prefer month-to-month payments

Best Option: Lightspeed

You don’t have to worry about getting locked in long-term contracts with Lightspeed. Although you can save money by paying annually, the software also supports month-to-month payments. You can also cancel your contract at any time at no extra charge.

Another Great Choice: Shopify POS  

Similarly, Shopify POS offers transparent month-to-month pricing. You know exactly how much you’ll pay for your Shopify store and POS. Additionally, the vendor charges a standard processing fee so you can keep track of your cash flow. There’s no charge for canceling your subscription. 

If you prefer month-to-month payments, pay attention to

  • Fine Print: Some POS systems advertise a monthly rate but charge a lumpsum for an annual or long-term contract. 
  • Cancellation: You should be able to terminate your contract at any time after paying the current month’s fees. 
  • Recurring Payments: Remember that most vendors automatically charge after the free trial expires, sometimes with no prior warning. 

You don’t want to pay for separate customer relationship management software

Best Option: Loyverse 

Customer relationship management is critical to running a successful business. Loyverse offers a free CRM with surprisingly robust features. You get a basic loyalty program, loyalty card scanning, and adding bonus balances to customers’ printed receipts. 

Loyverse interface showing customer details: Contacts, first visit, the last visit, and total spent
Encourage customers to keep coming back with Loyverse’s free CRM software.

Loyverse focuses mainly on its loyalty program, so it’s not as robust as most alternatives. However, it’s a free feature and an excellent place to start. 

Another Great Choice: SalesVu

The next best thing to a free CRM is getting this feature as part of your package rather than an add-on. SalesVu offers a robust CRM tool with features like customer profiles, customer purchase reports, and segmentation. However, this feature is only available with the Advanced and Premium plans. 

Still, it’s good that you don’t have to pay extra for CRM capabilities if you’re already on these plans. It might also be worth upgrading to these tiers for the added functionality. Alternatively, the software integrates with popular CRMs like Zoho CRM. 

If you’re looking for CRM capabilities in your POS, pay attention to

  • CRM Features: POS systems aren’t as feature-rich as standalone CRM software but should provide most of the features you need to build customer loyalty.
  • Customer segmentation: You should be able to divide your customers based on criteria such as purchase history and habits. 
  • Real-time Reports: A good CRM should provide real-time insights into your customer’s behaviors and preferences. 

You want a POS that works for iPad and Android 

Best Option: Shopify POS 

You may be set on an iPad POS. But there’s no telling if you’ll change your operating system in the future. Therefore, you’ll need a POS system that supports Android and iOS. Shopify works with Android smartphones and tablets if you ever change your hardware. 

The software supports Android version 7.0 (Nougat) or higher. This version was released in 2016. So the Shopify POS also works for older android devices. 

Another Great Choice: Loyverse 

Loyverse also supports Android devices. The software works with Android version 5.0 or higher. But again, you can work with older Android devices as far back as 2014. 

If you want a POS that supports Android tablets, look out for: 

  • Supported OS: Most POS systems are based on the iOS platform, so check that the software is compatible with Android devices. 
  • Android Version: Although many POS software support legacy Android tablets, running the latest operating system is better. 
  • Purpose Built: Cross-platform apps are functional, but apps purpose-built for either iOS or Android are almost always superior. 

You want to use the POS software on multiple iPads

Best Option: Shopify POS

Your software costs can increase dramatically if you need to pay for each device you’re using. The Shopify POS has a payment plan to save you money. Shopify POS Pro costs $89 per month. However, you can use the software on as many registers or devices as you wish. 

 Best Option: SalesVu 

SalesVu also charges a flat fee for up to 5 employees with its cheapest plan and up to 15 with its highest tier. That means you can use up to five devices at no extra charge. After that, however, you’ll need to pay at least $20 for each additional employee or device. 

Remember, the base price applies only to one location. You’ll have to pay extra to use the software in multiple locations.  

If you’re using the POS software on multiple devices, look out for:

  • Device syncing: Ensure that the software syncs data across devices in real-time to avoid confusion on the service floor. 
  • Multiple Locations: Good POS software should support multiple devices and locations. 
  • Offline Mode: The POS should continue to process payments without an internet connection and update payments when the connection is restored. 

Best iPad POS Systems Reviews 

This section analyzes the six iPad POS systems we identified after testing two-dozen different options. We used common scenarios and use cases to judge their effectiveness. We also tested the overall features and usefulness, ease of use, and unique features and offerings. 

TouchBistro – Best for Restaurants 

TouchBistro, one of the best iPad POS systems

TouchBistro is a terrific iPad POS with all the features you need to run a successful restaurant. The software supports counter, table, and bar service from an easy-to-use interface. And with employee management, inventory tracking, and reporting, you have everything you need to manage your restaurant at your fingertips. 

TouchBistro also supports multiple payment processors, so you can choose the payment partner that fits your needs. Your options include Cayan, Premier Payments, PayPal, Moneris, Chase Paymentech, Square, Worldpay, and other major third-party processors. 

You can also use TouchBistro software on more than one iPad. For example, servers may use an iPad Mini for tableside ordering and a full-size iPad as a fixed POS terminal or kitchen display screen. You can also use your iPad if you already own one or purchase one from TouchBistro at custom prices. 

The system is also easy to use because of its familiar smartphone interface and navigation. You don’t have to spend too much time training servers and employees to use the system. The system is equally easy to install and configure.  

What Makes TouchBistro Great 

TouchBistro is a restaurant-specific POS, and it shows. You get valuable features like drag-and-drop table management, multiple bill-splitting options, upsells, and ingredient-level tracking. The software also offers add-on features like loyalty programs, online ordering, and reservations so you can set up the system to fit your restaurant’s needs. 

TouchBistro add-on packages including reservations, online ordering, gift cards, marketing, and loyalty
Get valuable add-on features with TouchBistro.

TouchBistro is also a hybrid system. First, the software saves data to the local server, so you maintain most functions in case of an internet outage. Then, the data uploads automatically to the cloud when the connection is restored. 

Besides restaurants, this POS is also a terrific option for bars, food trucks, wineries, and quick-service establishments. TouchBistro prices start at $69 per month for one iPad license. Your license gives you access to all TouchBistro features, except the paid add-ons like online ordering, marketing, loyalty, gift cards, and reservations. 

Epos Now – Best For Accounting Integrations 

Epos Now, one of the best iPad POS systems

Epos Now supports iPad and Android-based devices, so you don’t need a different POS if you switch to another operating system or device. In addition, the POS system comes with terrific retail POS features, including customizable security, back office functions, inventory, and customer relationship management. 

The vendor also has a hospitality-specific POS for restaurants, bars, bakeries, cafes, and restaurants. It offers handy capabilities such as online ordering, customizable table plans, store recipes, and instant payment processing. Epos Now does a good job creating industry-specific software rather than an ineffective all-in-one tool.  

The software also offers features that alternatives like TouchBistro charge extra. For example, you get loyalty programs and online reservations out of the box. You can also use your iPad with the Epos Now software. Alternatively, you can get a complete iPad POS from the company for $1,248. 

The Epos Now iPad POS comes with a 10.2”  iPad, receipt printer, cash drawer, chip & pin terminal, and free installation, configuration, and training. This hardware bundle will save you money compared to purchasing the equipment separately. 

You can also easily migrate previous data from a different POS to Epos Now. So, you don’t have to create your menus and collect customer data from scratch. 

What Makes Epos Now Great 

Epos Now has many great features. But its native integrations stand out. You can integrate with hundreds of third-party tools, including accounting software like QuickBooks and Xero. These are two-way integrations, meaning new accounting information for your accounting software automatically updates in Epos Now and vice-versa. 

Logos of third-party apps that integrate with Epos Now, including QuickBooks, Shopify, and MailChimp
Epos Now integrates with Mailchimp, QuickBooks, and other popular brands.

The service charges a monthly fee for each register, starting at $69 per month. However, the price goes down for each additional register, starting at $45 per month. Additionally, Epos Now integrates with third-party payment processors. So you can price shop and use a processor that charges low rates.

Finally, Epos Now offers robust reporting. You can display transactions in real time by day, hour, week, or month. In addition, you can customize your reports to show the information that matters most, such as waitstaff with the highest sales or the best-performing menu item. 

For a limited time, you can get the complete Epos Now iPad POS for $0 upfront.  

Shopify – Best for Combining Online and In-Person Sales 

Shopify, one of the best iPad POS systems

Shopify POS is another POS that works for iPad and Android. The software is easy to download, install, and configure. Then, you can turn your iPad into a POS and start selling your Shopify products in your physical store. Simply go through your Shopify catalog to find the product the customer wants to purchase and process their card.

The best part is the POS syncs to your Shopify store. So you can manage your online and in-person sales in one convenient place. Plus, you can integrate the iPad POS with hardware like a cash drawer, barcode scanner, and receipt printer if you wish.

You can use the software on as many devices as you wish. In addition, you’ll pay per location rather than per device, so it’s an excellent option for reducing your POS costs. 

What Makes Shopify POS Great 

The Shopify POS Lite comes free with your Shopify account. It has all the basic features you need for in-person sales, including accepting payments, managing products, and customer relationship management. In addition, you only pay for your chosen Shopify plan and transaction fees starting at 2.4% + 0¢.  

Shopify hardware, including complete POS systems and card readers
Shopify’s POS hardware streamlines the checkout experience for your customers.

However, you can upgrade to the POS Pro to enjoy enhanced features. These include faster workflows, unlimited custom roles, POS PINs, in-depth inventory reporting, and dedicated support. The plan costs $89 per month per location. 

The Shopify POS is incredibly convenient if you already have a Shopify plan. You’ll get basic POS features for free and upgrade as you scale your business. Plus, you won’t find another POS that integrates as smoothly with your Shopify online store. 

Lightspeed – Best for Multiple Locations and Franchises 

Lightspeed, one of the best iPad POS systems

Lightspeed is a terrific iPad POS for small and medium-sized retail businesses. The feature-rich software unifies management of all significant retail aspects, including customer relationships, employee, and inventory management. The platform also lets you choose your payment processor, which is convenient for price shopping. 

Although Lightspeed is most famous for its retail POS, it offers purpose-built software for restaurant and golf businesses. You download the iPad app to use the POS on your iPad. Or, you turn your iPad into a complete POS system with  LightSpeed’s iPad hardware kit. The kit includes a LAN receipt printer, receipt paper, Bluetooth scanner, cash drawer, and iPad stand. 

The POS system has a steeper learning curve than many alternatives. However, you get access to free 24/7 support and one-on-one onboarding sessions. So you shouldn’t have problems adopting this POS for your business.  

What Makes Lightspeed Great 

Lightspeed is purpose-made for the retail business. Notably, the POS easily integrates with most major ecommerce platforms so that you can manage in-person and online sales in one location. In addition, the POS has a built-in catalog with more than 8 million items and supports bulk imports. Therefore, adding inventory to your POS is a breeze. 

Lightspeed mobile POS system
Lightspeed’s iPad pos system works wherever you work.

The company has transparent pricing. You can choose from LightSpeed Retail, Restaurant, or Golf. So you’re sure you’ll get POS features that support your type of business or industry. The retail POS prices start at $69 per month. LightSpeed also charges 2.6% + 19¢ for card-present transactions. 

LightSpeed makes managing multiple locations a breeze. You can check inventory levels for each store, sync your location details with your Google My Business listings, set prices, set up tax, handle returns and gift cards, and generally manage your stores from one convenient location. LightSpeed also offers custom plans for businesses with multiple locations. 

Finally, Lightspeed also offers month-to-month contracts, which you can cancel at any time at no extra charge. In addition, you get robust reporting with all plans, including 50+ built-in reports covering employee, revenue, and inventory performance. 

Loyverse – Best Free Loyalty Program 

Loyverse, one of the best iPad POS systems

Most iPad POS software offers a free trial or free tier. However, Loyverse provides some of the most advanced POS features for free. You even get a loyalty program for free, which many competitors offer as an add-on service to their paid tiers. 

The best part is you can access the most critical POS features for free. Some of the features Loyverse offers include: 

  • Accept multiple payment methods
  • Offer printed or electronic receipts
  • Sell from your iPhone or iPad 
  • Issue refunds
  • Open tickets 
  • Modify orders 
  • Apply discounts 
  • Scan barcodes 
  • Track payments
  • Manage multiple stores 
  • Low stock notifications
  • Reports & analytics 

Loyverse also lets you choose your payment processor. The platform natively integrates with numerous top-tier payment processors, including Worldpay, Zettle, SumUp, and CardConnect. You also get a vast selection of payment processors in more than 30 countries. 

The POS also easily integrates with your existing hardware, including an iPad, barcode scanner, kitchen display system, and cash drawer. And, with offline mode, you can continue to process payments, and the data syncs immediately after the connection is restored. 

Finally, Loyverse has an easy-to-use and intuitive interface. So you don’t have to spend too much time on employee training. The POS works for most businesses, including restaurants, salons, cafes, and boutiques. 

What Makes Loyverse Great 

Again, Loyverse is free to use. You only pay for add-on features. The add-on features are also affordable. For example, you’ll pay $5 per month for employee management, $25 per month for advanced inventory, and $9 per month for integrations. 

The software’s main selling point is its robust loyalty program. You can set up a points reward program, scan loyalty card barcodes, view customer purchase history, and print customer addresses on receipts. All this is free with Loyverse. 

Loyverse customer information portal, including email, telephone, home address, and purchase history
Loyverse’s customer loyalty program helps you to maintain a strong and steady customer base.

Loyverse isn’t the most advanced iPad POS software. However, its free offerings make it a perfect choice for small businesses on a tight budget. Its affordable add-on services reduce ownership costs when you’re ready to scale. 

SalesVu – Best for Increasing Sales 

SalesVu, one of the best iPad POS systems

SalesVu offers all the essential POS features, including employee scheduling, inventory and order management, and integrations. In addition, SalesVu has numerous sales-focused features you don’t get with your typical POS software. This is especially true with the higher-tier plans. 

The vendor offers purpose-built software for multiple industries, including:

  • Food & Beverage
  • Salons & Spas
  • Arts & Culture 
  • Retail & Ecommerce 
  • Studio & Classes 

This diversity means you can choose the relevant features for your business and industry. Additionally, SalesVu supports businesses with alternative billing, such as charging for decimal and fractional quantities. It also works just as well for companies that bill by the hour. 

SalesVu offers an excellent feature set for its cheapest plan, including cloud-based multi-store reporting, multi-store management, employee permissions & shift scheduling, ecommerce and online ordering, and a basic loyalty program. It’s an ideal package for a small business wanting the bare minimum POS features at a reasonable cost. 

Furthermore, SalesVu partners with multiple payment processors, so you can choose your favorite. The software integrates with your favorite business tools, including QuickBooks, Square, ZohoBooks, PlugnPay, and PayPal Zettle. The only major downside is that SalesVu doesn’t have an offline mode, rendering it unusable in case of an internet interruption. 

What Makes SalesVu Great  

SalesVu has successfully incorporated features you typically see with separate software stacks. For example, you get a website builder with all SalesVu plans, so you don’t have to pay for different software or even a web designer to digitize your business. Similarly, the software provides a loyalty program and ecommerce and online ordering with all plans. 

SalesVu prices start at $100 per location per month. However, the Premium plan costing $500 per location per month, comes with high-level sales features that replace additional software stack. These include a CRM, marketing automation, AI-powered upsell & personalization, review booster, word-of-mouth marketing, and customer satisfaction management. 

SalesVu - 4 key steps to grow sales.
Grow your sales with SalesVu’s four-step plan.

Finally, SalesVu also offers outstanding add-on features to help boost sales. For example, the Waitlist & Reservation management app costs $15 per terminal per month. You’ll be able to create personalized reservations, set up wait times, send table-ready SMS, transfer table, and manage your reservation calendar. In addition, the app integrates with your POS, so you have all your information in one place. 

Quick Sprout Best iPad POS Systems Related Content 

There are many more POS systems to explore beyond just iPad solutions. Casting a wide net ensures you get the best solution for your needs. To this end, here is our recommended related content for your perusal. 

POS Software Comparisons 

The Top iPad POS Systems in Summary 

There are terrific POS systems built for iPad. We tested at least two dozen software checking for critical factors like ease of use, inventory management features, sales and marketing tools, and integrations. Although TouchBistro is a restaurant-specific POS, it ticked all the boxes in our criteria and is the best of the pack. 

However, retail store owners aren’t left out. There are many more options to explore, including Shopify for unifying your online and in-person sales and SalesVu, which offers features to boost your bottom line. Just consider the critical capabilities you require before choosing your iPad POS system, and you won’t go wrong.  

Ultimate Web Hosting Statistics and Market Share Report (2022)

Are you looking for the latest web hosting statistics and market share information?

Web hosting is one of the key parts of every successful website. By understanding the hosting market and all of the major players, you can choose the best provider for your WordPress website.

In this article, we’ve gathered tons of web hosting statistics and market share information.

Ultimate web hosting statistics and market share report

Ultimate List of Web Hosting Statistics

We’ve divided this list of web hosting statistics into several different categories. You can use the links below to jump to the section you’re most interested in.

Global Web Hosting Services Market Size in 2022

Global web hosting market size statistics
  • The global web hosting market is projected to grow to $267.10 billion by 2028 at a compound annual growth rate of 18%.
  • In 2020, the global market was valued at $75 billion.
  • Web hosting is expected to generate $79.25 billion in revenue in 2022.
  • By 2027, it’s predicted that the web hosting space will generate $144.40 billion.
  • According to experts, the growing number of small and medium businesses is the biggest factor driving the industry’s growth.
  • Market share differs dramatically depending on location. While Amazon rules the US market with a 3.9% share, in Germany the most popular web hosting provider is 1and1 (18.29%), while in Italy Aruba has an impressive 30.71% market share. Similarly, the most popular cloud hosting provider in the United States is Amazon (31%) but the Google Cloud platform has the biggest share of India’s cloud computing market (39%).

No matter whether you run an online store, a nonprofit organization, or an affiliate marketing business, every organization needs a website. That means a big demand for web hosting.

In fact, at the start of 2022, there were around 1.8 billion live websites and over 5.1 billion internet users.

When you consider the stats, we can see that web hosting is a billion-dollar industry that’s only going to grow in the future.

Global Web Hosting Market Share in 2022

A global web hosting network
  • In 2020, the North American web hosting industry was valued at $34.32 billion.
  • Experts predict that the United States will have the largest market share right up until 2026, with Europe forecast to have the second biggest market share.
  • In 2022, analysts predict the United States will generate the largest web hosting revenue ($5,832 million). In second place is the UK, which is predicted to generate $5,832 million, followed by Japan ($5,666 million), China ($4,930 million), and Germany ($4,435 million).
  • Asia Pacific is expected to grow at the highest CAGR throughout 2021-2028, with the market in the Asia Pacific expected to reach $2.5 billion by 2026.
  • Experts also predict that the Middle East and Africa will show steady growth in the web hosting space due to an increasing focus on digitization.
  • China is forecast to reach an estimated market size of $16.9 billion in the year 2026, with a CAGR of 15.6% for the period 2021-2026.

The Asia Pacific region is expected to grow rapidly throughout 2021-2026. Experts say this is due to the growing popularity of online platforms and improved connectivity in the region.

Governments have also invested lots of money in small and medium enterprises, startups, and side businesses, which is fueling the growth in web hosting. For example, in 2019 the Chinese government announced a special investment of $894 million for small and medium enterprises, and in 2020 it invested $140 million into developing more startups.

With that being said, we expect to see the number of websites continue to grow. By investing so much money into startups and small businesses, governments in the Asia Pacific region are creating a huge demand for web hosting in these areas.

Domain Registration Statistics

Balloons showing different domain extensions
  • A domain name typically costs $10–$15 per year, although the most expensive publicly reported sale was carinsurance.com, which sold for $49.7 million.
  • GoDaddy has over 78 million registered domains, which gives them a 12.77% share of all registered domains. That makes GoDaddy the world’s most popular domain registrar.
  • Namecheap is GoDaddy’s closest competitor with over 17 million registered domains. This gives it a 2.87% share of all registered domain names and makes Namecheap the second most popular domain registrar.
  • 37.20% of domains are top-level domains (TLDs).

Choosing the best domain name for your website is crucial, and many sites even use a domain name generator to pick the perfect domain, fast.

Once you’ve chosen a domain, the next step is to properly register that domain name.

The good news is that many of the top web hosting providers are also domain name registrars, so you can often get a domain and hosting from the same provider.

Interestingly, GoDaddy is both the most popular web hosting provider and the most popular domain registrar, which suggests a lot of people choose to use the same company. Since it’s such a popular choice, we expect to see more web hosting companies also offering domain registration in the future.

If you haven’t purchased a domain name yet, then please see our expert pick of the best domain registrars.

Shared Hosting Stats (Including Average Cost of Web Hosting)

Shared web hosting
  • Shared hosting plans typically cost between $2.51-$4.63 per month.
  • On average, an entry-level shared hosting plan will cost $2.5 –$3.72 per month.
  • Typically, you can expect to pay between $4.63–$6.52 per month for mid-tiered shared web hosting.
  • Experts predict that the shared hosting market will grow at 15% CAGR and reach $72.2 billion by 2026.
  • 75% of the websites on a shared hosting plan use GoDaddy.

Shared hosting is where multiple websites share a server. By hosting several sites on the same server, web hosting companies can reduce their costs and offer hosting at a lower price, as the stats show.

To help you decide whether shared hosting is right for you, we’ve published this guide on the real truth about the best shared web hosting services.

VPS Hosting Stats (Including Hosting Costs Per Month)

A VPS Virtual Private Server
  • You can typically expect to pay between $13.41-$21.89 per month for VPS hosting.
  • Entry-level VPS hosting costs $13.41–$15.57 per month.
  • For mid-range VPS hosting, the average cost is $21.89–$25.17. However, when publishing these figures researchers pointed out that the range is skewed by a small number of premium service providers.
  • 21% of the websites on a VPS hosting plan use GoDaddy.

Similar to shared hosting, VPS hosting runs multiple sites on the same server. However, VPS uses powerful virtualization technology to create a digital barrier between each site. This gives customers guaranteed access to a percentage of the server’s resources. They also have greater control over how their server is set up.

As we can see from the web hosting statistics, extra flexibility, security, and improved performance come at a cost. On average, even entry-level VPS plans are noticeably more expensive than shared hosting.

To help you choose the right VPS hosting plan for your budget, we’ve created a guide to the best VPS hosting.

Dedicated Hosting Stats (Including Web Hosting Market Size)

A web hosting server
  • In 2021, dedicated hosting had 25.5% of the global web hosting services market.
  • Dedicated hosting is predicted to grow at 11.1% CAGR throughout 2021-2026.
  • GoDaddy is the most popular dedicated hosting provider. When we look at all the sites that are known to use dedicated hosting, 35% of those websites use GoDaddy.

Dedicated hosting is where a single customer has private access to an entire server. Dedicated hosting plans are mainly used by big websites that get lots of visitors and need a high level of performance and security.

Dedicated plans are expensive, but they’re not the only way to create a top-notch website.

For example, if you’re using WordPress then there are lots of ways to boost WordPress speed and performance. Plus, you can use security plugins to help protect your site.

Web server software code
  • Nginx is used by 34.2% of all websites whose web server is known, making it the most popular server technology. Alipay, TikTok, and Zoom all use Nginx.
  • 31.2% of all the websites with a known web server use Apache. Some big names that use Apache hosting services include eBay, Spotify, Dropbox, and Salesforce.
  • 21.6% of all websites with a known web server rely on Cloudflare Server. This includes some big names such as Zoom, Indeed, Etsy, Discord, and Fiverr.

The web hosting stats show that over 50% of all websites use open-source server software.

Open source gives you the freedom to use, change, extend, and redistribute software without having to pay anything. Immediately, open source helps you run a website for less and creates a sense of community and collaboration that benefits everyone who uses the software. With that being said, it’s not surprising that it’s one of the major hosting trends.

As well as open-source server software, almost half of the web (43%) uses the WordPress open-source content management system. It’s clear that in 2022, the world wide web runs on open source.

For more details about open source and WordPress, you can check out our guides on why WordPress is free and how much it really costs to build a WordPress website.

AWS Web Hosting Market Share

The AWS Amazon website
  • Over 57 million websites use Amazon as their hosting provider.
  • 6.2% of all websites use Amazon as their host, which gives Amazon Web Services (AWS) the biggest share of the web hosting industry.
  • Some of Amazon’s most well-known customers are Reddit, Netflix, TikTok, Twitch, Zoom, and eBay, plus Amazon themselves.
  • Out of the top 1 million websites, 22.23% use Amazon as their provider.
  • 41.08% of the top 100K websites use AWS, plus 53.76% of the top 10k websites.

Amazon has the largest market share and is also clearly a favorite among high-traffic sites.

This popularity could be down to Amazon’s reputation, as they’re known to provide robust and scalable hosting to some of the biggest companies in the world.

In fact, Netflix alone uses over 100,000 Amazon server instances to deliver high-resolution videos to their customers.

GoDaddy Hosting Market Share

The GoDaddy web hosting website
  • Despite the name, the GoDaddy Group owns several web hosting providers including Host Europe and Media Template. When we look at the entire GoDaddy Group, 3.9% of all websites use one of the company’s hosting providers.
  • GoDaddy is the Group’s most popular brand. Out of all the sites that use the GoDaddy Group, 78.5% choose GoDaddy as their web host.
  • Over 41 million websites use GoDaddy’s data centers.
  • When we look at the top 1 million websites based on traffic, 2.27% use GoDaddy as their hosting provider.
  • 1.76% of the top 100K websites use GoDaddy, plus 1.78% of the top 10k websites.

GoDaddy may have a mixed reputation, but it still has a big market share and hosts over 41 million websites.

This may be because of how much GoDaddy spends on marketing, as they invested over $100 million during the second quarter of 2022 alone.

However, it’s always smart to consider all your options. With that being said, you may want to see our expert pick of the best GoDaddy alternatives.

Namecheap Pricing and Web Hosting Statistics

The Namecheap web hosting provider
  • Over 5 million websites use Namecheap as their host, which is 1.0% of all websites.
  • Out of the top 1 million websites, 0.75% use Namecheap as their hosting provider.

Namecheap is best known as a domain registrar, but they’re also a popular hosting provider since their plans are very affordable.

For example, Namecheap’s shared hosting plans start at $2.18 per month, which is low when compared to the shared hosting average of $2.51-$4.63.

As we’ve previously seen, Namecheap is also the second most popular domain registrar. For website owners who want to buy their domain and hosting from the same company, this makes Namecheap an attractive choice.

Hostinger Web Hosting Market Share

The Hostinger web hosting website
  • Over 1 million websites use Hostinger as their provider, which is 1.3% of all websites.
  • Out of the top 1 million websites, 0.5% use Hostinger as their hosting provider.

Hostinger may not have a huge share of the high-traffic market, but they have a significant slice of the wider web hosting market.

This is likely because they offer affordable, all-in-one hosting packages complete with 24/7 live chat support, managed automatic updates, a free CDN service, and free site migration. They also have a 1-click installer that makes it easy to install WordPress plus other popular software.

For a detailed look at Hostinger’s strong points and weak points, you can check out our expert Hostinger review.

WP Engine Group (Managed WordPress Usage Statistics)

The WP Engine website
  • 2.2% of all websites use one of WP Engine Group’s brands as their hosting provider.
  • 81.5% of all sites that use WP Engine Group, choose WPEngine as their provider.
  • Flywheel is used by 18.5% of all websites that use the WP Engine Group.
  • Some of WP Engine Group’s biggest customers include Indeed, Udemy, SoundCloud, and Mozilla.

WP Engine is one of the world’s leading managed WordPress hosting providers, used by 2.2% of all websites.

A managed hosting plan is perfect for busy website owners who want to avoid time-consuming admin tasks.

With its advanced security features, protection against DDoS attacks, and built-in CDN in partnership with MaxCDN, WP Engine is powerful enough to support larger businesses such as Mozilla and SoundCloud.

For more information, please see our expert review of WP Engine.

HostGator Web Hosting Statistics

The HostGator homepage
  • HostGator is part of the Newfold Digital Group, which was formerly known as the Endurance International Group. HostGator is the company’s most popular web hosting provider. In fact, HostGator is used by 30.8% of all websites that use a Newfold Digital Group brand.
  • HostGator is used by 1.4% of all websites.
  • Over 960,000 sites rely on Hostinger as their hosting provider.

With 1-click WordPress installation, a 99.9% uptime guarantee, and 24/7 support, it’s easy to see why HostGator is used by 1.4% of all websites.

They also offer shared hosting, Virtual Private Server hosting, dedicated hosting servers, and managed WordPress hosting plans, so website owners can choose the plan that works the best for them.

To see whether HostGator is right for you, check out our expert review of HostGator.

Bluehost Pricing and Web Hosting Statistics

The Bluehost special offer for WPBeginner readers
  • Bluehost is also part of the Newfold Digital Group and is the company’s second most popular hosting provider. Bluehost is used by 27.4% of all websites that use a Newfold Digital Group brand.
  • Over 2 million websites are hosted on Bluehost, which is 1.2% of all websites.
  • Out of the top 1 million websites based on traffic, just 0.39% use Bluehost.

Bluehost is an affordable hosting provider, especially when compared to the average prices we’ve seen earlier.

WPBeginner readers can get a 60% off discount with Bluehost. You can purchase a shared plan for just $2.75 per month, which is at the lower end of the $2.51-$4.63 average. Plus, it comes with a free domain name!

These affordable prices may explain why Bluehost is used by 2 million websites. As well as offering low prices, Bluehost is one of the few hosts officially recommended by WordPress.

To learn more about Bluehost, you can see an in-depth Bluehost review from our experts.

Shopify Hosting Stats

Shopify website
  • Almost 4 million websites use Shopify as their hosted solution.
  • In 2020, Shopify’s market share was just 1.8%, but by 2022 it was 4.4%. That’s an increase of 2.6% in just 2 years.

Shopify is a popular website builder, similar to Wix and Squarespace. Shopify has seen rapid growth from a 0.4% share of the web hosting market in 2016 to 4.4% in 2022. This is likely due to the rising popularity of online shopping, particularly during the COVID-19 pandemic.

With physical shops closed around the world, many businesses needed to create an online store, fast. As a fully hosted eCommerce platform, Shopify saw good conversion rates and lots of new customers during the pandemic.

However, Shopify does force you to use its Shopify Payment platform. If you want to use a different payment processing solution, then you’ll need to pay an extra 2% transaction fee which is very high compared to other eCommerce platforms.

With that in mind, we may see Shopify’s growth slow as store owners start to look for more affordable Shopify alternatives. For example, we’re starting to see more people move from Shopify to WooCommerce.

Squarespace Web Hosting Stats

The Squarespace CMS
  • Over 4 million websites use Squarespace as their hosting solution, which means 2% of all websites use Squarespace.
  • When we look at the 1 million sites based on traffic, 0.69% of them use Squarespace.
  • 1.36% of the top 100k websites use Squarespace, plus 3.16% of the top 10k sites.

Similar to Shopify, Squarespace’s market share has grown very quickly. In 2016, Squarespace had just 0.3% of the market, but by 2022 it had 2.0%.

Despite this, today only a small percentage of the top 1 million sites use Squarespace. This could be because Squarespace forces customers to use its built-in drag and drop builder which can be restrictive.

Bigger organizations are more likely to choose a flexible hosting plan and open-source CMS such as WordPress, rather than a hosted solution and restrictive web builder.

For more information, you can see our guide on Square vs. WordPress – which one is better?

Sources:

Internet Live Stats, Internet World Stats, GoDaddy, Global Industry Analysts, Fortune Business Insights, W3Techs, Statista, BuiltWith, Domain Name Stat, AWS.

We hope this ultimate web hosting statistics and market share report will help you find the best hosting provider for your website. You may also want to see our research on the latest blogging statistics as well as new marketing trends and stats.

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 Ultimate Web Hosting Statistics and Market Share Report (2022) first appeared on WPBeginner.

Named Element IDs Can Be Referenced as JavaScript Globals

Did you know that DOM elements with IDs are accessible in JavaScript as global variables? It’s one of those things that’s been around, like, forever but I’m really digging into it for the first time.

If this is the first time you’re hearing about it, brace yourself! We can see it in action simply by adding an ID to an element in HTML:

<div id="cool"></div>

Normally, we’d define a new variable using querySelector("#cool") or getElementById("cool") to select that element:

var el = querySelector("#cool");

But we actually already have access to #cool without that rigamorale:

So, any id — or name attribute, for that matter — in the HTML can be accessed in JavaScript using window[ELEMENT_ID]. Again, this isn’t exactly “new” but it’s really uncommon to see.

As you may guess, accessing the global scope with named references isn’t the greatest idea. Some folks have come to call this the “global scope polluter.” We’ll get into why that is, but first…

Some context

This approach is outlined in the HTML specification, where it’s described as “named access on the Window object.”

Internet Explorer was the first to implement the feature. All other browsers added it as well. Gecko was the only browser at the time to not support it directly in standards mode, opting instead to make it an experimental feature. There was hesitation to implement it at all, but it moved ahead in the name of browser compatibility (Gecko even tried to convince WebKit to move it out of standards mode) and eventually made it to standards mode in Firefox 14.

One thing that might not be well known is that browsers had to put in place a few precautionary measures — with varying degrees of success — to ensure generated globals don’t break the webpage. One such measure is…

Variable shadowing

Probably the most interesting part of this feature is that named element references don’t shadow existing global variables. So, if a DOM element has an id that is already defined as a global, it won’t override the existing one. For example:

<head>
  <script>
    window.foo = "bar";
  </script>
</head>
<body>
  <div id="foo">I won't override window.foo</div>
  <script>
    console.log(window.foo); // Prints "bar"
  </script>
</body>

And the opposite is true as well:

<div id="foo">I will be overridden :(</div>
<script>
  window.foo = "bar";
  console.log(window.foo); // Prints "bar"
</script>

This behavior is essential because it nullifies dangerous overrides such as <div id="alert" />, which would otherwise create a conflict by invalidating the alert API. This safeguarding technique may very well be the why you — if you’re like me — are learning about this for the first time.

The case against named globals

Earlier, I said that using global named elements as references might not be the greatest idea. There are lots of reasons for that, which TJ VanToll has covered nicely over at his blog and I will summarize here:

  • If the DOM changes, then so does the reference. That makes for some really “brittle” (the spec’s term for it) code where the separation of concerns between HTML and JavaScript might be too much.
  • Accidental references are far too easy. A simple typo may very well wind up referencing a named global and give you unexpected results.
  • It is implemented differently in browsers. For example, we should be able to access an anchor with an id — e.g. <a id="cool"> — but some browsers (namely Safari and Firefox) return a ReferenceError in the console.
  • It might not return what you think. According to the spec, when there are multiple instances of the same named element in the DOM — say, two instances of <div class="cool"> — the browser should return an HTMLCollection with an array of the instances. Firefox, however, only returns the first instance. Then again, the spec says we ought to use one instance of an id in an element’s tree anyway. But doing so won’t stop a page from working or anything like that.
  • Maybe there’s a performance cost? I mean, the browser’s gotta make that list of references and maintain it. A couple of folks ran tests in this StackOverflow thread, where named globals were actually more performant in one test and less performant in a more recent test.

Additional considerations

Let’s say we chuck the criticisms against using named globals and use them anyway. It’s all good. But there are some things you might want to consider as you do.

Polyfills

As edge-case-y as it may sound, these types of global checks are a typical setup requirement for polyfills. Check out the following example where we set a cookie using the new CookieStore API, polyfilling it on browsers that don’t support it yet:

<body>
  <img id="cookieStore"></img>
  <script>
    // Polyfill the CookieStore API if not yet implemented.
    // https://developer.mozilla.org/en-US/docs/Web/API/CookieStore
    if (!window.cookieStore) {
      window.cookieStore = myCookieStorePolyfill;
    }
    cookieStore.set("foo", "bar");
  </script>
</body>

This code works perfectly fine in Chrome, but throws the following error in Safari.:

TypeError: cookieStore.set is not a function

Safari lacks support for the CookieStore API as of this writing. As a result, the polyfill is not applied because the img element ID creates a global variable that clashes with the cookieStore global.

JavaScript API updates

We can flip the situation and find yet another issue where updates to the browser’s JavaScript engine can break a named element’s global references.

For example:

<body>
  <input id="BarcodeDetector"></input>
  <script>
    window.BarcodeDetector.focus();
  </script>
</body>

That script grabs a reference to the input element and invokes focus() on it. It works correctly. Still, we don’t know how long it will continue to work.

You see, the global variable we’re using to reference the input element will stop working as soon as browsers start supporting the BarcodeDetector API. At that point, the window.BarcodeDetector global will no longer be a reference to the input element and .focus() will throw a “window.BarcodeDetector.focus is not a function” error.

Conclusion

Let’s sum up how we got here:

  • All major browsers automatically create global references to each DOM element with an id (or, in some cases, a name attribute).
  • Accessing these elements through their global references is unreliable and potentially dangerous. Use querySelector or getElementById instead.
  • Since global references are generated automatically, they may have some side effects on your code. That’s a good reason to avoid using the id attribute unless you really need it.

At the end of the day, it’s probably a good idea to avoid using named globals in JavaScript. I quoted the spec earlier about how it leads to “brittle” code, but here’s the full text to drive the point home:

As a general rule, relying on this will lead to brittle code. Which IDs end up mapping to this API can vary over time, as new features are added to the web platform, for example. Instead of this, use document.getElementById() or document.querySelector().

I think the fact that the HTML spec itself recommends to staying away from this feature speaks for itself.


Named Element IDs Can Be Referenced as JavaScript Globals originally published on CSS-Tricks, which is part of the DigitalOcean family. You should get the newsletter.

Things I Wish I Had Known About Angular When I Started

I’ve been using Angular since version 2, and it has come a long way since those days to what it is right now. I’ve worked on various Angular projects over the years, yet I keep finding new things. It goes to say how massive the framework is. Here are some things I wish I had known about Angular when I started so you don’t have to learn it the hard way.

Modularize Your Application

Angular has detailed documentation outlining the recommended approach to structure your application. Angular also provides a CLI to help scaffold your application that adheres to their recommendations.

I’ve had my fair share of mistakes when it comes to structuring the application. As you follow tutorials, you’re guided through where you should put your files and which modules the components or services belong to. However, when you venture beyond the tutorial, you sometimes end up with a structure that doesn’t scale well. This could lead to issues down the road.

Below are some mistakes I’ve made that came back and bit me.

Split Your Components Into Modules

The release of Standalone Components in Angular 14 makes NgModules no longer a requirement when creating components. You can choose not to use modules for your components, directives, and pipes. However, you could still follow the folder structure outlined below, omitting the module files.

Initially, I put all the components into the default module you get when creating a new Angular app. As the application grew, I ended up with a lot of components in the same module. They were separate components and didn’t have any need to be in the same module.

Split your components into separate modules, so you can import and load only the required modules. The common approach is to divide your application into the following modules:

  • Core module for singleton services and components that are used once at the app level (example: navigation bar and footer).
  • Feature modules for each feature — code related to the specific functionality of your application. For example, a simple e-commerce application could have a feature module for products, carts, and orders.
  • Shared module for the module that is referenced across different parts of the application. These can include components, directives, and pipes.

Dividing the application into separate modules helps partition your application into smaller, more focused areas. It creates clear boundaries between the different types of modules and each feature module. This separation helps maintain and scale the application as different teams can work on separate parts with a lower risk of breaking another part of the application.

Lazy Load Your Routes

This is a result of my first mistake of putting everything in a single module. Because all the components were in the same module, I couldn’t lazy load the modules. All the modules were imported at the root level, eventually affecting the initial load time. After separating your components into modules, lazy load your routes, so the modules only get loaded when you navigate to the route that requires them.

Single Responsibility

This applies to all types of files in an Angular app. I’ve let my service and component files grow beyond their scope, which made them difficult to work with. The general rule is to keep each component/service/pipe/directive performing a specific set of tasks. If a component is trying to do more than what it was initially made for, it might be worth refactoring and splitting it into several smaller components. This will make testing and maintenance a lot easier.

Use The Angular CLI

You’ve probably used the ng serve command either directly in your command line or through a script in your package.json file. This is one of Angular CLI’s commands. However, the CLI comes with more handy commands that can speed up your development especially when it comes to initializing and scaffolding.

Initially, I did most of these manually as I didn’t understand how to use the CLI except for starting and stopping the local server. I would create component files manually, add the boilerplate code, and add them to the right modules. This was okay for smaller projects but became a tedious task as the project grew. That’s when I learned how to use the CLI and use it to automate most of the manual work I do. For example, instead of creating all the boilerplate for a card component, the following command will create them for you:

ng g c card

You can use the CLI by installing it globally via npm using the command below:

npm install -g @angular/cli

To view the available commands, execute the code below:

ng help

Most projects have custom configurations that are project-specific, and you have to do some modifications to the code generated by the CLI. Angular provides an elegant solution for these scenarios, such as schematics. A schematic is a template-based code generator — a set of instructions to generate or modify code for your project. Similar to Angular CLI, your custom schematics are packaged and can be installed via npm in whichever project needs it.

Path Aliases And Barrel Exports

As I was learning Angular, I tried to keep my project neat by putting all the services into a services folder, models in a models folder, and so on. However, after some time, I end up with a growing list of import statements like this:

import { UserService } from '../../services/user.service';
import { RolesService } from '../../services/roles.service';

Typescript path alias can help simplify your import statements. To setup path aliases, open your tsconfig.json and add the desired path name and its actual path:

{
 "compilerOptions": {
 "paths": {
 "@services/*": ["src/app/services/*"],
 }
 }
}

Now the import statements above can be re-written as:

import { UserService } from '@services/user.service';
import { RolesService } from '@services/roles.service';

An added benefit of using path aliases is that it allows you to move your files around without having to update your imports. You’d have to update them if you were using relative paths.

This can be further simplified by using barrel exports. Barrels are a handy way to export multiple files from a single folder (think of it as a proxy for your files). Add an index.ts in the services folder with the following contents:

export * from './user.service';
export * from './roles.service';

Now, update the tsconfig.json to point to the index.ts file instead of the asterisk (*).

{
 "compilerOptions": {
 "paths": {
 "@services": ["src/app/services/index.ts"],
 }
 }
}

The import statements can now be further simplified into:

import { UserService, RolesService } from '@services';
Embrace Typescript’s Features

I started by learning JavaScript, so I wasn’t used to the type system and the other features that TypeScript offers. My exposure to TypeScript was through Angular, and it was overwhelming to learn both a new language (although it’s a superset of JavaScript, some differences trip me up every time) and a new framework. I often find TypeScript slowing me down instead of helping me with the development. I avoided using TypeScript features and overused the any type in my project.

However, as I got more acquainted with the framework, I began to understand the benefits of TypeScript when used correctly. TypeScript offers a lot of useful features that improve the overall developer experience and make the code you write cleaner. One of the benefits of using TypeScript that I’ve grown accustomed to is the IntelliSense or autocomplete it provides in your IDE. Their type safety and static type checking have also helped catch potential bugs at compile time that could have snuck in.

The nice thing about TypeScript is its flexible configuration. You can toggle their settings easily via their tsconfig.json as per your project’s needs. You can change these settings again if you decide on a different setting. This allows you to set the rules as loose or strict as you’d like.

Improve Performance By Using trackBy

Performance is crucial for applications, and Angular provides various ways to optimize your applications. This is often a problem that you won’t run into at the beginning as you are probably working with small data sets and a limited number of components. However, as your application grows and the number of components being rendered grows and becomes increasingly complex, you’ll start to notice some performance degradation. These performance degradations are usually in the form of slowness in the app: slow to respond, load, or render and stuttering in the UI.

Identifying the source of these problems is an adventure on its own. I’ve found that most of the performance issues I’ve run into in the applications are UI related (this doesn’t mean that other parts of the application don’t affect performance). This is especially prominent when rendering components in a loop and updating an already rendered component. This usually causes a flash in the component when the components are updated.

Under the hood, when a change occurs in these types of components, Angular needs to remove all the DOM elements associated with the data and re-create them with the updated data. That is a lot of DOM manipulations that are expensive.

A solution I’ve found to fix this issue is to use the trackBy function whenever you’re rendering components using the ngFor directive (especially when you’re frequently updating the rendered components).

The ngFor directive needs to uniquely identify items in the iterable to correctly perform DOM updates when items in the iterable are reordered, new items are added, or existing items are removed. For these scenarios, it is desirable only to update the elements affected by the change to make the updates more efficient. The trackBy function lets you pass in a unique identifier to identify each component generated in the loop, allowing Angular to update only the elements affected by the change.

Let’s look at an example of a regular ngFor that creates a new div for each entry in the users array.

@Component({
 selector: 'my-app',
 template: `
 <div *ngFor="let user of users">
 {{ user.name }}
 </div>
 `,
})

export class App {
 users = [
 {id: 1, name: 'Will'},
 {id: 2, name: 'Mike'},
 {id: 3, name: 'John'},
 ]
}

Keeping most of the code the same, we can help Angular keep track of the items in the template by adding the trackBy function and assigning it to a function that returns the unique identifier for each entry in the array (in our case, the user’s id).

@Component({
 selector: 'my-app',
 template: `
 <div *ngFor="let user of users; trackBy: trackByFn">
 {{ user.name }}
 </div>
 `,
})

export class App {
 users = [
 {id: 1, name: 'Will'},
 {id: 2, name: 'Mike'},
 {id: 3, name: 'John'},
 ]
 trackByFn(index, item) {
 return item.id;
 }
}
Use Pipes For Data Transformations

Data transformations are inevitable as you render data in your templates. My initial approach to this was to:

  • Bind the template to a function that accepts the data as the input:
interface User {
 firstName: string,
 middleName: string,
 lastName: string
}
@Component({
 selector: 'my-app',
 template: `
 <h1>{{ formatDisplayName(user) }}</h1>
 `,
})

export class App {
 user: User = {
 firstName: 'Nick',
 middleName: 'Piberius',
 lastName: 'Wilde'
 }
 formatDisplayName(user: User): string {
 return `${user.firstName} ${user.middleName.substring(0,1)}. ${user.lastName}`; 
 }
}
  • Create a new variable, assign the formatted data to the variable, and bind the new variable in the template:
interface User {
 firstName: string,
 middleName: string,
 lastName: string
}
@Component({
 selector: 'my-app',
 template: `
 <h1>{{ displayName }}</h1>
 `,
})

export class App {
 user: User = {
 firstName: 'Nick',
 middleName: 'Piberius',
 lastName: 'Wilde'
 }
 displayName = `${this.user.firstName} ${this.user.middleName.substring(0,1)}. ${this.user.lastName}`; 
}

Neither approach was clean nor performant and wasn’t what Angular recommends to perform data transformations. For these scenarios, angular recommends using pipes. Pipes are functions specifically designed to be used in templates.

Angular provides built-in pipes for common data transformations such as internationalization, date, currency, decimals, percentage, and upper and lower case strings. In addition, Angular also lets you create custom pipes that can be reused throughout your application.

The data transformation above can be re-written using a pipe as follows:

@Pipe({name: 'displayName'})
export class DisplayNamePipe implements PipeTransform {
 transform(user: User): string {
 return `${user.firstName} ${user.middleName.substring(0,1)}. ${user.lastName}`; 
 }
}

The pipe can then be used in the template by using the pipe (|) character followed by the pipe name.

@Component({
 selector: 'my-app',
 template: `
 <h1>{{ user | displayName }}</h1>
 `,
})

export class App {
 user: User = {
 firstName: 'Nick',
 middleName: 'Piberius',
 lastName: 'Wilde'
 }
}
Improve Performance With OnPush Change Detection

Angular applications are made up of a tree of components that rely on their change detectors to keep the view and their corresponding models in sync. When Angular detects a change in the model, it immediately updates the view by walking down the tree of change detectors to determine if any of them have changed. If the change detector detects the change, it will re-render the component and update the DOM with the latest changes.

There are two change detection strategies provided by Angular:

  • Default
    The change detection cycle runs on every event that occurs inside the component.
  • OnPush
    The change detection cycle only runs when a component’s event handler is triggered, an async pipe is used in the template, a new value is emitted, and when any of the component’s input reference changes.

In addition to the reduced number of change detection cycles and its performance boost, the restrictions imposed by using the OnPush change detection strategy also make you architect your app better by pushing you to create more modular components that utilize one of the three recommended ways mentioned above to update the DOM.

RxJS Is Your Friend

RxJS is a JavaScript library that uses observables for reactive programming. While RxJS isn’t exclusively used in Angular, it plays a big role in the Angular ecosystem. Angular’s core features, such as Routing, HttpClient, and FormControl, leverage observables by default.

RxJS is a part of Angular that has been largely unexplored for me as I was learning the framework. I’ve avoided using it unless I had to. It was a new concept, and I found it quite hard to wrap my head around it. I’ve worked with JavaScript Promises, but observables and streams are a new paradigm for me.

After working for a while with Angular, I eventually took the time to learn and understand RxJS and try to use them in my projects. It wasn’t long before I realized the numerous benefits of RxJS that I’ve been missing out on all this time. RxJS, with its large collection of chainable operators, excels in handling async tasks.

I’ve been using RxJS with Angular for a few years now, and my experience has been nothing less than positive. The set of operators RxJS offers is really handy. They seem to have an operator (or a chain of operators) for every use case. Commonly used operators include:

  • map: passes each source value through a transformation function to get corresponding output values.
  • tap: modify the outside state when the observable emits a new value without altering the stream.
  • switchMap: maps each value to an Observable, then flattens all of these inner Observables.
  • filter: emits a value from the source if it passes a criterion function.
  • combineLatestWith: create an observable that combines the latest values from all passed observables and the source into an array and emits them.
Learn How To Spot And Prevent Memory Leaks

Memory leaks are one of the worst types of issues you run into — hard to find, debug, and often hard to solve. This might not be a concern initially, but it becomes crucial when your application reaches a certain size. Common symptoms of memory leaks are degrading performance the longer the app is being used or the same events being fired multiple times. Two of the most common source of memory leaks I’ve run into are:

1. Subscriptions That Are Not Cleaned Up

Unlike the async pipe, listening to an observable using the subscribe method won’t get cleaned up automatically. You will have to manually clean up the subscriptions by calling unsubscribe on the subscription or using the takeUntil operator.

The example below shows a memory leak introduced by listening to the route params observable. Every new instance of MyComponent creates a new subscription which will continue to run even after the component is destroyed.

export class MyComponent {
 constructor(private route: ActivatedRoute){
 this.route.params.subscribe((params) => {
 // Do something
 });
 }
}

As mentioned above, you can fix the memory leak by either calling unsubscribe or using the takeUntil operator.

  • Fixing the memory leak using the unsubscribe method:
export class MyComponent {
 private routeSubscription;
 constructor(private route: ActivatedRoute){
 this.routeSubscription = this.route.params.subscribe((params) => {
 // Do something
 });

 }
 ngOnDestroy() {
 this.routeSubscription.unsubcribe();
 }
}
  • Fixing the memory leak using the takeUntil operator:
export class MyComponent {
 private componentDestroyed$ = new Subject<boolean>();
 constructor(private route: ActivatedRoute){
 this.route.params.pipe(
 takeUntil(this.componentDestroyed$)
 ).subscribe((params) => {
 // Do something
 });

 }
 ngOnDestroy() {
 this.componentDestroyed$.next(true);
 this.componentDestroyed$.complete();
 }
}

2. Event Listeners That Are Not Cleaned Up

Another common source of memory leaks is event listeners that aren’t unregistered when no longer used. For example, the scroll event listener in the code below gets instantiated on every new instance of MyComponent and continuously runs even after the component is destroyed unless you unregister it.

export class MyComponent {
 constructor(private renderer: Renderer2) {}
 ngOnInit() {
 this.renderer.listen(document.body, 'scroll', () => {
 // Do something
 });
 }
}

To fix this and stop listening to the event after the component is destroyed, assign it to a variable and unregister the listener on the ngOnDestroy lifecycle method.

export class MyComponent {
 private listener;
 constructor(private renderer: Renderer2) {}
 ngOnInit() {
 this.listener = this.renderer.listen(
 document.body,
 ‘scroll’,
 () => {
 // Do something
 });

 }
 ngOnDestroy() {
 this.listener();
 }
}
Consider Using A State Management Library (If Applicable)

State management is another part of the stack that you don’t usually think about until you need it. Most small and simple applications don’t need any external state management library. However, as the project grows and managing your application’s state gets more complicated, it might be time to re-think if the project could benefit from implementing more robust state management.

There is no correct solution for state management as every project’s requirements are different. Luckily, there are a few state management libraries for Angular that offer different features. These are a few of the commonly used state management libraries in the Angular ecosystem:

Wrapping Up

If you’ve just started to learn Angular and it hasn’t quite clicked yet, be patient! It will eventually start to make sense, and you’ll see what the framework has to offer. I hope my personal experience can help you accelerate your learning and avoid the mistakes I’ve made.

Hootsuite Alternatives and Competitors

If you need an alternative to Hootsuite to manage your social media presence, our selection for the best option is Sprout Social, thanks to its impressive versatility. Try Sprout Social today with a 30-day free trial offer!

With nearly 20 million marketers using its software, Hootsuite is a highly popular brand in the social media marketing arena. Hootsuite organizes your social media content from the planning and creation phase through to the publishing date and beyond.

However, Hootsuite’s prices and feature set may not perfectly fit your needs, no matter how popular it is. The research team at Quick Sprout spends quite a bit of time studying social media marketing software, and we know that Hootsuite alternatives may fit your needs better. We have a few social media marketing software packages that we recommend as an alternative to Hootsuite.

The 5 Best Social Media Marketing Software Services

Sprout Social is a strong alternative to Hootsuite, as it delivers features that help you understand the people who are interacting with your brand. You can test Sprout Social’s features through a handy 30-day free trial period. Or take a look at our list of the top social media marketing software platforms and see our reviews

  • Sprout Social – Best for Learning Your True Brand Perception
  • Hootsuite – Best All-in-One for Posting on Multiple Platforms
  • Later – Best for Planning and Scheduling Features
  • SocialPilot – Best for Small Teams Managing Multiple Accounts
  • Agorapulse – Best for Streamlining Messaging
Company logos for our best Hootsuite alternatives and competitors

Sprout Social – Best for Learning Your True Brand Perception

Company logo for Sprout Social, one of our best Hootsuite alternatives

As a business owner who relies on social media to drive customer interactions, understanding your followers is vital. Sprout Social is a social media marketing software tool that focuses on helping you measure your social media successes or failures by measuring audience interactions.

Sprout Social measures your brand impact with customers who directly interact with you. It also seeks mentions of your brand in other areas of social media and in conversations happening on social media platforms. 

Sprout Social calls this measurement capability its listening tool. It automatically alerts you when your social media work is generating positive and negative benefits. You can use these insights to tweak your social media campaigns and to quickly capitalize on situations where your brand suddenly is part of conversations.

Should you need to improve the way you respond to your followers across all social media channels, Sprout Social simplifies this process too. It gives you a unified inbox that makes responding to direct messages an easier process.

If you believe you would benefit from having social media influencers helping you with brand promotion, Sprout Social can help. It makes suggestions on the influencers and thought leaders who would give your particular brand the most benefit. 

How Sprout Social Compares to Hootsuite

Screenshot of Sprout Social topic summary dashboard for the search term "coffee shops"
Sprout Social helps you manage your social media in a variety of ways.

Both Hootsuite and Sprout Social give you the basic features you’d expect from a social media marketing software package. You can plan and organize your social media posts using a calendar format with both packages. This ensures you are introducing new content on a regular basis and keeping your followers engaged.

Hootsuite makes managing your content calendar slightly easier than Sprout Social. When you have gaps or holes in your social media campaigns, they stand out clearly within the Hootsuite calendar, allowing you to make adjustments.

The Hootsuite calendar interface has an extremely helpful design. It simplifies the process of taking a long-term overview look at your planned posts. Yet, it also allows you to drill down into any aspect of the calendar to see significant details. 

Sprout Social offers similar features, but they lag just a bit behind Hootsuite. Sprout Social does give you the ability to draft a single post and schedule it for use on multiple social media channels, which is helpful.

Where Sprout Social has a noticeable advantage is in its ability to understand how your followers perceive your brand. It gives you a wide range of analytics about how customers are seeing and interacting with your brand on social media.

Additionally, it keeps an eye on how other social media users perceive you, even if they don’t directly follow you. This type of information is invaluable as you seek out new followers. It gives you information on areas you can make improvements in how you are introducing your brand and in campaigns that are successful in drawing new followers.

Hootsuite has a similar feature, as it offers real-time monitoring and measurement of your social media campaigns. You can learn how your audience perceives you. However, Hootsuite’s features don’t quite stack up to what Sprout Social can deliver in this area.

For businesses that have a large number of social media profiles or that need to have several team members involved in managing social media, Hootsuite provides better pricing options. If you only have a few social media profiles to monitor, Sprout Social has beneficial price points.

Later – Best for Planning and Scheduling Features

Company logo for Later, one of our best Hootsuite alternatives

When you need help with visualizing how your social media campaigns should progress days and weeks into the future, Later provides impressive features. You can schedule your planned social media posts up to a month in advance, all using a drag-and-drop interface. Later even gives you a preview mode that lets you view the posts in the order that your followers will see them, so you can be sure they are presenting the message perfectly.

Rather than scheduling your posts haphazardly, Later helps you select times where your posts should have the most impact. Later measures the days of the week and times of the day when the highest percentage of your followers are actively looking for content on your social media accounts. It then can automatically schedule your new posts to match those times.

It provides a significant number of analytics regarding the performance of your social media posts. You can use Later’s analytics to drill down to the way the same post is performing on each site, so you can adjust your approach for better results based on the site.

Later also helps you figure out which topics and hashtags to use to help you connect closely with your followers. When you schedule your posts, Later gives you a preview option where you can receive feedback from the software about which posts will deliver the best results for your brand.

If you want your social media posts to go beyond the traditional text-based posts, Later simplifies the process of publishing reels, videos, and carousels.

How Later Compares to Hootsuite

Screenshot of Later user's media library
Organize all your social media campaigns and schedule future posts with Later.

Because Later started as a marketing platform for Instagram, its interface has a far greater visual aspect to it compared to Hootsuite’s features. (Later now covers all the major social media platforms, including TikTok, Twitter, and Pinterest.)

Some people find the heavy reliance on visuals with Later to be a significant advantage, while others may prefer a more traditional text-based interface. 

Hootsuite has post scheduling capabilities similar to what you find with Later. However, Hootsuite is not quite as detailed in terms of the options it provides for scheduling your posts.

Even though Later has support for all major social media platforms, the depth of its features can’t quite match up to Hootsuite. If you need to manage paid advertising campaigns, or if you need to keep a close eye on trending topics, Hootsuite’s features will give you better results.

Additionally, Hootsuite provides support for more than 20 social media platforms, while Later sticks with only the several largest platforms.

Pricing plans for Later are significantly cheaper than what is available with Hootsuite. Both Hootsuite and Later have free tiers with limited features. When you move into the paid tiers with both services, though, Later will offer a better deal for most users. 

SocialPilot – Best for Small Teams Managing Multiple Accounts

Company logo for SocialPilot, one of our best Hootsuite alternatives

When your business doesn’t have the budget for a feature-rich social media marketing software option, yet you need to post on multiple accounts regularly, SocialPilot is a strong choice. It has a budget-friendly price point, yet it delivers access to far more social media accounts than an average marketing software package.

SocialPilot is especially useful for smaller teams that don’t have a lot of spare resources to devote to social media management. You can save time by managing several social media accounts through the SocialPilot interface, giving you more time to manage other aspects of the business.

Although SocialPilot gives you the ability to create bulk posts that you can share across all your social media accounts, you also can customize each post. After all, your audience on one social media account may be significantly different than on another account. Adjusting the post slightly to match the social media platform where it will appear is an easy process with SocialPilot.

Use the analytics included in the SocialPilot platform to determine the best day of the week or the best time of the day to release a new post. SocialPilot measures when you should interact with your followers. It even can automate the release time for your posts to fit times when your followers are seeking new content.

If your small team runs into trouble while making use of SocialPilot, you can take advantage of the strong customer service it offers. 

How SocialPilot Compares to Hootsuite

Screenshot of SocialPilot social media posting calendar
SocialPilot delivers a range of social media management features at a reasonable price.

Although SocialPilot is a strong performer for small teams on a budget that need social media marketing software, it doesn’t match up to the depth of features found with Hootsuite. 

With Hootsuite, you receive far more analytics and data about the types of followers you have and the performance of your posts. Additionally, SocialPilot does not measure analytics for all the social media platforms that it supports, which is frustrating. (SocialPilot does track your analytics with the major social media platforms.)

In terms of price, SocialPilot gives you the ability to manage far more social accounts at each of its pricing tiers versus Hootsuite. However, if you have a large number of team members who need to be able to make social media posts, Hootsuite is the better choice. SocialPilot significantly limits the number of users you can have on your account, making it tough for large teams to use it efficiently.

SocialPilot does not offer a free tier like Hootsuite does, but SocialPilot has a 14-day free trial period on any of its pricing tiers. Hootsuite has a 30-day free trial with its two highest pricing tiers.

Agorapulse – Best for Streamlining Messaging

Company logo for Agorapulse, one of our best Hootsuite alternatives

When you need to communicate with your customers and followers through your social media account, managing the volume of messages can become overwhelming quickly. When you select Agorapulse as your social media marketing software, you are able to track these messages more effectively, keeping your followers engaged.

Agorapulse starts by managing direct messages as your followers send them to you. Agorapulse displays all the DMs in the software’s interface. It sorts the messages by the platform from which they originated. 

Your team members can add notes to the messages, making it easier to collaborate on the message you want to send back. When the return message absolutely has to strike the perfect note, collaboration is important.

Additionally, Agorapulse is able to scan comments on your social media posts for information that may require a response. It then pulls those comments into the Agorapulse interface, allowing you to decide whether you want to respond.

Beyond tracking your social media messages, Agorapulse provides help with creating and managing social media campaigns. It allows you to schedule content to post to your social media accounts. It delivers analytics and statistics that give you insight into what topics are important to your followers.

Agorapulse makes it easier for the entire team to collaborate on your posts, just like you can collaborate on DMs. 

How Agorapulse Compares to Hootsuite

Screenshot of Agorapulse user dashboard
Agorapulse simplifies managing messages you receive through social media.

Hootsuite and Agorapulse have similar price points, leaving both of them a little bit above average versus the typical social media management software package. Both services also have a free tier that you can use if you are a small business with only a few social media accounts.

Agorapulse has an advantage over Hootsuite in its ability to help you manage comments your social media followers make on your posts. Hootsuite and Agorapulse both give you the ability to see and manage your direct messages inside the software’s dashboard, no matter which social media account generated the DM.

When you need a wide range of features from your social media marketing software, Hootsuite is going to outdo Agorapulse for the majority of users. Hootsuite has a greater list of features than Agorapulse, and Hootsuite tends to give you the ability to use those features at a greater level of depth.

Additionally, Hootsuite works with more than 20 different social media platforms. Agorapulse only works with the several biggest and most popular social media platforms.

If you believe you will need to access the customer support team with your social media management software on a regular basis, Agorapulse would be the better choice. Its customer service team routinely receives higher marks than Hootsuite’s customer support team.

We spent a significant amount of time researching Agorapulse and all the engagement features that it provides in our Agorapulse review. It really is a great choice when you need to interact with your followers on a regular basis.

Service Desk vs. Help Desk

Deciding whether your business needs service desk or help desk services can be a challenging one. Some people use these two terms interchangeably, which further complicates the process. 

Many businesses need both types of services. Help desk services work for solving specific problems, while service desk services provide an umbrella for overseeing support services. However, the process of deploying these support services – and any related support software – depends on your organization’s size and tech requirements.

The Top-Rated Help Desk Software in Service Desk vs. Help Desk

Help desk software is a key option to have on hand to help your team solve tech-related problems and to provide trusted customer service. We studied the best help desk software options to give you a head start on finding the perfect option for your needs.

You can read our full reviews of each help desk software product here.

What Is Service Desk vs. Help Desk?

The differences between service desk and help desk are subtle, but they are important to understand.

The service desk manages requests for service, while providing a long-term, overall strategy for the business regarding its needs for technical support and customer support.

The help desk is a segment of the service desk system, providing the ability to resolve issues efficiently. Help desk support also involves managing the self-service options for end users.

The Basics of Service Desk vs. Help Desk

Screenshot of Freshdesk customer tickets dashboard

Choosing between service desk and help desk solutions involves investigating the strengths they each offer and then applying them to your business’s needs.

Short Term vs. Long Term

Help desk solutions focus on solving short-term problems, while service desk solutions help with determining the best long-term solutions that your service team can deliver.

Think of a help desk solution as one that focuses on tasks. It deals with fixing specific problems that employees or customers may be having. Help desks focus on immediacy.

Service desks, meanwhile, tend to focus on creating solutions that help the business in the long term. Rather than dealing only with day-to-day tasks related to problem-solving, the service desk helps the team create a plan for solving issues. 

A service desk may allow the support team to serve as a liaison between the IT department and the customer or employee with the problem.

The support team may use the service desk to create a plan for dealing with certain types of support issues. Additionally, the service desk solution yields analytics that help the team figure out a long-term plan for providing services, including which services it may be able to automate.

Resources Available

Service desks nearly always have components of help desks included with them, which makes service desks more of an all-in-one solution. With that in mind, it’s fair to ask: Why would someone choose a help desk solution alone? 

Because of the multitude of features found with service desk solutions, they generate additional complexity versus help desks. Service desks also involve creating plans and studying analytics to come up with the proper solutions. 

These are extremely helpful features, but they require significant resources to allow your business to make the most of them. 

A smaller business or a larger business with a small support team likely will struggle to successfully use a service desk. Such a business then will end up wasting money on features it can’t use. The small service team deploying a service desk may find itself sidetracked with the service desk’s planning features, slowing the response time on resolving help desk tickets. 

If you believe you need the long-term options and detailed analytics found with service desk solutions, you may need to expand your support team to be certain you have the proper resources available.

Service Desk and Help Desk Working Together

From the perspective of the customer or employee who is making a request for IT help, it should not matter if you are deploying a help desk or service desk solution. The end user should submit a request and eventually see a solution to the problem. It should be a smooth experience for the end user.

However, from the perspective of your support team, having two different solutions may help you solve problems more efficiently. Your help desk team can focus on delivering solutions to day-to-day problems for the end users. Your service desk team can serve as a liaison for highly complex problems and can work to develop long-term service solutions for the company.

Deploying both help desk and service desk solutions typically works better for larger companies. You need a significant amount of resources available in your support team to be able to offer both solutions.

Examples of Help Desk Requests

Determining whether you should deploy a help desk solution, a service desk solution, or both can be easier if you understand some common requests that require a help desk solution.

  • Lost files: When employees lose files or inadvertently delete files, help desk team members can determine if backup copies of the file exist or if the file is retrievable.
  • Lost password: Log-in problems for employees are common issues for a help desk team. The support team can run through multiple troubleshooting solutions with the employee to try to recover the password. The support team also may be able to reset the password.
  • Slow performance: If an employee or client who is logging into your network is experiencing slow performance, this may result in a service request. Support team members on the help desk need to make sure the network is performing properly and that a virus is not the cause of the reduced performance.
  • Unable to print: Although employees don’t print as many documents as they once did, printing problems still generate a large number of requests to the help desk. Support team members need to make sure the printer’s drivers are up to date, the printer has a network connection, and the printer hardware is up and running.

Examples of Service Desk Requests

If your business needs to be able to develop an overall plan for handling service requests, a service desk is the answer. At your business, you may notice some of these common requests for service desk help.

  • Tracking analytics: Service desk software solutions should be able to log all service requests and sort them, providing key information. Support team members then can spot trends and make quick adjustments to enhance the responsiveness of the team accordingly.
  • Automating processes: A key role of the service desk is to figure out which types of help requests from end users are candidates for automation. When end users are able to handle troubleshooting simple issues on their own, it frees up the support team for complex help tasks.
  • Improving processes: The service desk always has a focus on long-term issues related to tech support for employees and clients. By studying issues with a long-term focus, the support team on the service desk can make improvements to the processes. The team may even be able to anticipate problems, creating a higher level of efficiency.

5 Tools to Improve Service Desk vs. Help Desk Results

Screenshot of Freshdesk homepage

Dozens of software tools are available to provide the help desk and service desk solutions your business needs. Here are five of the best tools you can deploy.

Freshdesk

Freshdesk is one of the best help desk software tools because of its scalability. It delivers a free tier for startups. As the business grows and as the support needs expand, Freshdesk has numerous pay service tiers that can continue to serve the businesses.

Additionally, Freshdesk makes the communications process extremely easy. Your support team can collaborate with clients and employees who need help, as well as with other support team members, all from one interface.

Zoho Desk

Zoho Desk is extremely easy to use. This means your support team is able to spend the majority of its time helping employees and customers, rather than wrestling with a difficult-to-use software package. 

Businesses of varying sizes can make use of Zoho Desk. It offers a free tier, as well as multiple pricing tiers, so it will grow with you as your business expands. Zoho Desk is a great choice for pairing with other communications tools you may be using, like Slack and Trello.

Freshservice

When you need help desk software specifically made for IT service management (ITSM), Freshservice is our favorite choice. It comes from the same company (Freshworks) that makes Freshdesk, but it focuses on ITSM.

When your employees need different types of IT help, based on the work they do, Freshservice ensures they all receive a similar level of attention and service. Freshservice has multiple automated features that save your service team time and effort. Multiple pricing tiers are available.

Zendesk Support

Those businesses that need a significant amount of customization from their help desk software will appreciate Zendesk Support. It has a wide range of features, so your support team can tailor the system to meet its needs. It also offers compatibility with multiple apps to deliver even more customization.

For smaller businesses, consider starting with the lowest-priced tier of Zendesk Support to avoid the need for deploying significant resources. You then could upgrade to a higher pricing tier if you need more features in the future.

Jira Service Desk

Larger companies that primarily need ITSM support for their own employees like the capabilities found in the Jira Service Desk software. It does offer support for external customers, but its top features help your support team give internal employees the best service. It includes the ability to incorporate multiple apps into the software so you can gain additional features.

Jira Service Desk has a free tier, so you can try out the software before you commit any money to it. It has additional features available in upper pricing tiers, so it can match your needs as your business grows. 

3 Tricks for Deploying Service Desk vs. Help Desk

Screenshot of Freshdesk user dashboard showing search results for the word "refund"

If you still aren’t quite sure whether a service desk or a help desk will give you better results, here are a few steps you can follow in making the decision.

Consider the Size of Your Company

If you are a smaller business, you probably don’t need the extensive capabilities found with service desk solutions. You may simply need to provide help for specific issues your employees and clients are experiencing. 

If you have a small team of support agents, chances are they can make efficient use of a help desk system. They won’t need the added expense or overhead that operating a service desk requires.

Larger companies may need the planning and management features found in a service desk solution. Because most service desk solutions have a help desk element in them, this combination works nicely for larger companies.

Meet Your Basic Needs

When trying to compare service desk versus help desk solutions and then trying to compare the tools within each category, it’s easy to lose sight of the most important factors. You may end up focusing on add-ons and extra features that sound great but that don’t meet your day-to-day needs all that well.

Start the process by making a list of the basic requirements you have for these solutions. These should not be “wants,” but the list should consist of the primary needs your support agents have.

After you identify the key features you need, you then can make a list of some extra items that would be nice to have. Make your comparisons and decisions based on the needs list first. Then use the wants list to help you make the final choice among a few close contenders.

Avoid Complexity

Having plenty of bells and whistles in your help desk or service desk solution may be tempting. However, you don’t want to add so many features and tracking options that the service solution becomes difficult to use.

After all, your support team wants to respond to problems quickly and efficiently. If the solution you select creates roadblocks to completing tasks efficiently, you will have a frustrated support team, as well as frustrated clients and employees.

Request a demo or a free trial period with any service software solution you are considering. Use this testing period to determine the usability of the package. 

If you need advanced tracking capabilities, but have concerns over whether your team can handle these options efficiently immediately, try easing into the new solution. Consider a package that allows you to start with only the basics. Then, after your support team becomes comfortable with the basics, selecting an expandable package allows you to add in other features gradually.

What to Do Next?

Improving the performance of your business can be as simple as managing customer support successfully. When taking steps to improve the tech support options for your employees and customers, service software is a great first step. 

Help desk ticketing software ensures that your customer requests do not fall through the cracks. But deploying help desk and service desk solutions together can lead to an even greater level of success. Think about the specific needs of your business in the area of support. Then seek a focused solution that gives you the help desk features you need or seek an all-in-one service desk package that provides multiple features.