WordPress Beginners Guides - Essential Tips for Beginners https://www.wpbeginner.com Beginner's Guide for WordPress Thu, 03 Apr 2025 11:25:09 +0000 en-US hourly 1 How to Bypass WordPress Login (7 Expert Tips) https://www.wpbeginner.com/beginners-guide/how-to-bypass-wordpress-login/ https://www.wpbeginner.com/beginners-guide/how-to-bypass-wordpress-login/#respond Thu, 03 Apr 2025 10:58:55 +0000 https://www.wpbeginner.com/?p=335101 “Help! I’m locked out of WordPress!” This is one of the most common emergency requests I get from my friends who are WordPress beginners. And I get it – being unable to access your WordPress dashboard can feel like being locked out of your own… Read More »

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“Help! I’m locked out of WordPress!” This is one of the most common emergency requests I get from my friends who are WordPress beginners. And I get it – being unable to access your WordPress dashboard can feel like being locked out of your own house.

Fortunately, I’ve learned that there’s always a way back in. Whether it’s through FTP, password reset emails, or resetting the password via the database, I’ve developed a foolproof system for bypassing WordPress login issues.

In this guide, I’ll share the expert methods I’ve learned over the years of WordPress troubleshooting. These aren’t just random tips from the internet – they’re proven solutions that have helped many website owners regain control of their sites.

Bypass WordPress Login

When Do You Need to Bypass WordPress Login?

Sometimes, logging into WordPress isn’t as simple as entering your username and password. Things can go wrong, and access gets blocked.

Here are some common situations when you may need to bypass the login screen:

🔑 Forgotten Password: If you can’t remember your password and the reset email never arrives, you won’t be able to log in. This can happen if your email settings are misconfigured or if emails are being filtered as spam.

⚙️ Plugin Conflicts: Some security or login plugins may be incompatible with other software on your site, causing login problems. A misconfigured setting, a plugin update, or even a caching issue could cause WordPress errors that block user access.

🚨 Hacked Website: Hackers might lock you out by changing your login details. In this case, bypassing login is necessary to regain control and secure your site.

🚫 Too Many Failed Login Attempts: Many security plugins block login attempts after multiple incorrect passwords. If you’ve been locked out due to too many failed logins, you’ll need to bypass this restriction to regain access.

🛠️ Broken Login Page: A faulty theme or plugin update can sometimes break the login page. If the login form isn’t loading correctly or is showing errors, then standard login methods won’t work.

🔄 Custom Login URL Issues: Some security plugins allow you to change the default login URL for extra protection. If you forget the new URL, you can’t access the login page.

The good news is that there are ways to bypass the issue and get back in safely. I will walk you through several different WordPress troubleshooting tips.

You can use the jump links below to skip to any section:

Having said that, let’s take a look at some easy ways to bypass WordPress login.

Tip 1. Use the Direct Login URL

Sometimes you might not be able to find the WordPress login screen.

In that case, the simplest fix is to use the direct login URL. WordPress has a default login page that you can access even if there are minor issues with your site.

To access this login page, you can try the following URLs:

  • www.example.com/wp-admin/
  • www.example.com/wp-login.php
  • www.example.com/admin/
  • www.example.com/login/

However, don’t forget to replace ‘example.com’ with your own domain name.

WordPress Login Screen

Typing any of these URLs into your browser will take you to your login screen.

Now, you might be wondering how accessing the login screen can help you bypass it.

Well, if your WordPress session is still active (you’re still logged in), then the wp-admin/ URL might even take you to your WordPress dashboard without requiring a password.

WordPress dashboard

If the login page doesn’t load, then you can also try adding a redirect URL. Entering this in your browser might force WordPress to redirect you to the login screen:

www.example.com/wp-admin/?redirect_to=yourwebsite.com/wp-admin/

If none of these URLs work, then you can try my next trick.

💡 Note: If you’ve changed your login URL using a security plugin, these default URLs may not work. In that case, you’ll need to enter the custom login URL you set up.

Tip 2. Reset Your Password via Email

If you can’t log in because of a forgotten password, then WordPress offers a built-in way to reset it via email. This is often the quickest and easiest way to regain access.

To do this, go to the WordPress login page (https://example.com/wp-login.php) and click on the ‘Lost your password?’ link.

Click the Lost your password? link

Once you do that, you will need to enter your username or email address and click the ‘Get New Password’ button.

WordPress will then send a password reset link to your email. Here, click the given link, and follow the instructions to set a new password.

Reset password via email

If you don’t receive the email, then check your spam folder. Some hosting providers or email settings may block WordPress emails.

If that happens, you may need to reset your password manually through the database (more on this in the next section).

🔎 Related Post: If your site was hacked, then you may want to reset passwords for all your users. In that case, see this tutorial on how to reset password for all users in WordPress.

⚠️ Important Warning: The following steps (tips 3-6) involve more technical troubleshooting methods. Some of these solutions require modifying your database, accessing server files, or making direct changes to your WordPress installation.

Before proceeding with any of these methods, please create a full site backup. If possible, back up your website files and database before making any changes. This ensures you can restore your site if something goes wrong. (I know this might not be possible if you can’t log in, but it’s worth mentioning.)

When working with FTP, cPanel, or PHPMyAdmin, always ensure you’re using a secure connection to avoid exposing sensitive site data.

A small mistake in the database or file structure could lead to bigger issues, so take your time and ensure you’re following the instructions carefully.

Are you worried that the following tips are too advanced for you? Don’t stress! Learn how you can get affordable, professional help instead.

Tip 3. Reset Password From Your Database

If the password reset email isn’t working, then you can manually reset your password through your website’s database. This method requires access to your hosting control panel.

For this tutorial, I will be using Bluehost, but keep in mind that these steps will differ slightly depending on your hosting provider.

Simply open your hosting panel and switch to the ‘Advanced’ tab. Then, locate the ‘PHPMyAdmin’ section and click the ‘Manage’ button.

Click the Manage button next to the PHPMyAdmin option

📌 Quick Explanation: phpMyAdmin is a tool to manage your website’s stored information (like a filing cabinet for your site).

Once phpMyAdmin launches on your screen, you need to select your database from the left column. You will now see the list of tables in your WordPress database.

Here, look for the wp_users table in the list and click the ‘Browse’ link next to it

Keep in mind that the table names in your database may have a different prefix than the one I am showing in my screenshot. The prefix is the group of letters before the underscore (_) in the table name.

To learn more, see this tutorial on changing table prefixes.

Choose the WPUsers table

You will now see a list of your website’s WordPress users. From here, click the ‘Edit’ link next to the username for the password you want to change.

Go ahead and delete the value in the ‘password’ field and replace it with your new password.

Add a new password with database

After that, click the ‘Go’ button at the bottom to store your changes.

Now visit your website to see if you can log in.

For detailed instructions, see this tutorial on how to reset a WordPress password from phpMyAdmin.

Tip 4. Disable Security Plugins via FTP

Sometimes, a security plugin can accidentally block you from logging into your WordPress site. If you suspect this might be the issue, you can manually disable the plugin using FTP.

📌 Quick Explanation: FTP is a program that helps you upload and download files to your website (like a bridge between your computer and website).

Related Post: If you are unsure which plugin is preventing you from logging in to your website, then I recommend deactivating all the plugins. For details, see this tutorial on how to deactivate all plugins when not able to access the wp admin.

First, you will need to connect your website with an FTP client like FileZilla. If you don’t know how to do that, see this tutorial on how to use FTP to upload WordPress files.

Once you have done that, navigate to the/wp-content » plugins folder.

Head to the wp-content plugins folder

This will open a new folder with a list of all the downloaded plugins on your site.

From here, you need to find the folder of the security plugin you want to disable. For example, if you’re using Wordfence, look for a file with its name.

When you find it, right-click the plugin folder and select the ‘Rename’ option. Then, change the folder’s name to wordfence-disabled.

Rename the security plugin folder

This will deactivate the plugin immediately as WordPress won’t be able to find it. You can now try logging in to your website to see if the issue has been fixed.

Tip 5. Create a New Admin User via phpMyAdmin

Another way to bypass the login is to create a new admin user directly from the database using phpMyAdmin.

Go ahead and open your hosting company’s dashboard, switch to the ‘Advanced’ tab, and select the ‘PHPMyAdmin’ section.

Click the Manage button next to the PHPMyAdmin option

Once it opens up, you need to click on the wp_users table. This will take you to a new screen where all the users on your website will be listed in a row.

Here, click the ‘Insert’ tab at the top to add the information for a new admin user.

Click the Insert Tab

For step-by-step instructions, see this guide on how to add an admin user to the WordPress database.

Once you have completed the process, you can try logging into WordPress with the new admin credentials.

Tip 6. Restore Your Site From Backup

If you backed up your site before getting locked out, then you can restore it to regain access.

Most backup plugins let you restore your site by uploading a backup file or using an external restore feature.

For example, if you’re using a backup plugin like Duplicator, then you can upload your backup package and installer file to your server to restore your site in just a few clicks.

Import backup files duplicator

With the paid version of the Duplicator plugin, you’ll also have access to one-click backup restores.

This allows you to restore your backup almost immediately.

duplicator restore backup

However, if you backed up your site manually, then you will need to restore it using your database and files. You can either create a new database and import your backup to it, or you can empty your existing database and import the backup.

These methods will be a bit complex, which is why I don’t recommend them to beginners.

Import database in phpMyAdmin panel

Once restored, you can log in to your site as usual and reconfigure any settings if needed.

For more information, see this beginner’s guide on how to restore WordPress from backup.

The Fastest and Easiest Way to Bypass WordPress Login 💡

Dealing with login issues, especially if they’re caused by hacks or server problems, can be frustrating and time-consuming. That’s where WPBeginner Pro Services can help.

Our Hacked Site Repair service is designed to clean up malware, fix vulnerabilities, and restore access to your site quickly.

If your login issue is due to a security breach, we’ll remove any malicious code, strengthen your site’s defenses, and get it back in working condition.

WPBeginner Pro Services Hacked Site Repair

Alternatively, WPBeginner also offers an On-Demand Emergency Support Service. Our team can help with any errors on your WordPress website, and we charge an affordable, one-time fee.

For more details, see our WPBeginner Pro Services page.

How to Make Sure You Don’t Get Locked Out Again 🔒

I know that getting locked out of your WordPress site can be frustrating. Here are a few simple steps that can prevent it from happening again:

  • Use a Password Manager: Forgetting passwords is one of the most common reasons for login issues. I recommend using a password manager like 1Password to securely store your credentials so you don’t have to remember them.
  • Set Up an SMTP Plugin: Sometimes, WordPress doesn’t send password reset emails due to server restrictions. Installing an SMTP plugin like WP Mail SMTP ensures your site sends emails reliably, including password reset links.
  • Keep a Backup of Your Login URL: If you use a security plugin to change your default login URL, then make sure you save it somewhere safe. This prevents confusion when trying to log in later.
  • Enable Two-Factor Authentication: Adding an extra layer of security prevents unauthorized logins and keeps your site safe. Use a plugin like WP 2FA or Google Authenticator to require a verification code during login.
  • Have an Alternative Admin Account: If your main account gets locked out, having a secondary administrator account can be a lifesaver. Just be sure to keep it secure and limit access to trusted users.
  • Create Regular Backups: Having a recent backup ensures you can restore your site quickly if you ever get locked out. Duplicator makes it easy to create and restore full backups, so you always have a recovery option.

By following these steps, you can avoid future lockouts and keep your WordPress site running smoothly.

I hope this article helped you learn how to bypass WordPress login. You may also want to see this guide on how to fix the WordPress login page refreshing and redirecting issue or our top picks for the best WordPress login page plugins.

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.

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How to Add Trust Badges to Checkout Pages in WordPress (& Boost Sales) https://www.wpbeginner.com/beginners-guide/how-to-add-trust-badges-to-checkout-pages-in-wordpress/ https://www.wpbeginner.com/beginners-guide/how-to-add-trust-badges-to-checkout-pages-in-wordpress/#respond Wed, 02 Apr 2025 10:00:00 +0000 https://www.wpbeginner.com/?p=328767 Looking to boost your online store’s conversion rates? You’re not alone. When we first started selling products online, we noticed that many visitors would abandon their carts right at checkout. The reason? They weren’t sure if they could trust our website with their payment information.… Read More »

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Looking to boost your online store’s conversion rates? You’re not alone. When we first started selling products online, we noticed that many visitors would abandon their carts right at checkout.

The reason? They weren’t sure if they could trust our website with their payment information.

That’s when we discovered the power of trust badges. After adding them to our checkout pages, we saw an immediate improvement in sales. These small but powerful symbols help reassure customers that their transactions are secure and legitimate.

And fortunately, adding trust badges to your WordPress checkout pages isn’t complicated at all. Whether you’re selling physical products or digital downloads, this step-by-step guide will show you how to set up trust seals in WordPress.

You’ll learn which badges work best and where to place them for maximum impact. By the end of this tutorial, you’ll have everything you need to boost your store’s credibility and increase your sales.

Add Trust Badges to Checkout Pages in WordPress (& Boost Sales)

Before we dive into the beginner’s guide, here are some quick links to help you navigate to the sections that you’re interested in:

What Are Trust Badges?

Trust badges are visual elements or icons designed to reassure visitors that your website or online store is secure, reliable, and credible. You have probably seen them on checkout pages, product pages, or even website footers.

They often include badges like ‘Secure Checkout,’ ‘Money-Back Guarantee,’ ‘Verified Seller,’ or ‘Free Shipping.’ These symbols act as subtle but powerful signals that help customers feel safe making a purchase from your store.

Trust badges

Trust badges are especially important for online stores because customers are sharing sensitive information like credit card details.

A well-placed trust badge, such as one showing your site uses SSL encryption or is backed by a reputable payment processor, can ease concerns and help to reduce cart abandonment.

Even small design choices, like adding a PayPal or Stripe logo, can have a big impact on customer confidence.

Trust badge for Stripe

WordPress makes it easy to add trust badges using plugins, widgets, or even custom code.

Whether you run a WooCommerce store or sell digital products with Easy Digital Downloads, adding trust badges is a simple step that can directly affect your sales.

The Benefits of Using Trust Seals in Your Online Store

Adding trust badges to your WordPress site is about more than looking professional. It also gives your customers the confidence to take the next step.

When visitors trust your site, they are more likely to stick around, make a purchase, and even return for more.

Here are some key benefits of using trust badges on your site:

  • ✔️Reduce Cart Abandonment: One of the biggest reasons customers abandon their carts is fear of fraud or security concerns. Displaying trust badges like ‘Secure Checkout’ or ‘SSL Secured’ reassures them that their information is safe.
  • ✔️Boost Conversions: Trust badges directly impact your sales. When customers see that your store is verified or offers guarantees, they feel more confident buying from you. In fact, a study found that adding trust badges to checkout pages increased conversions by up to 42%.
  • ✔️Build Credibility: Badges like ‘Verified Seller’ or those from well-known payment processors (like PayPal or Stripe) make your site look more credible.
  • ✔️Encourage Repeat Purchases: When customers have a positive, trustworthy experience, they are more likely to come back. Badges like ‘Money-Back Guarantee’ or ‘100% Satisfaction Guaranteed’ tell buyers that you stand by your products and can build long-term loyalty.
  • ✔️Improve Perceived Value: Trust badges also improve how customers view your products and services. A badge like ‘Free Shipping‘ has a psychological boost because users love the idea of getting more value without additional cost.

Types of Trust Badges That You Can Use

You must keep in mind that not all trust badges are created the same, and each serves a specific purpose to address different customer concerns. From security to shipping guarantees, the type of trust badge you use can make a big difference in how customers perceive your store.

Here are some of the most common types of trust badges used on WordPress sites.

Secure Checkout Badges

One of the biggest concerns for customers when it comes to online shopping is whether their personal and payment information is safe. This is where secure checkout badges come into play.

These badges, often displayed as a padlock icon or labeled with ‘SSL Secured,’ let shoppers know your site is using SSL encryption to protect sensitive data.

SSL Protected badge

In WordPress, secure checkout badges can be automatically added if you are using a reliable SSL certificate.

Many hosting providers even include SSL for free.

SSL certificate in OptinMonster

Pairing this with a visible badge on your checkout page makes it clear to customers that their payment details are safe from hackers or breaches.

Payment Processor Badges

Another layer of reassurance comes from using payment processor badges. Logos from trusted payment providers like PayPal or Stripe tell customers that their transactions are being handled by well-known and secure systems.

For instance, we use a ‘PayPal Verified’ logo on the MonsterInsights checkout page. This immediately ensures customers that they have the option to pay securely through a trusted platform.

PayPal Verified badge

This simple addition can make all the difference when a hesitant shopper is deciding whether or not to complete their purchase.

Credit Card Logo Badges

Another idea for trust badges is to display credit card logo badges on your checkout page. These badges, like Visa, MasterCard, American Express, and others, let customers know that they can securely make payments using their preferred card.

It helps visitors feel more confident about sharing their payment information since they recognize these major payment brands. It is a simple way to show that your website supports safe and secure transactions.

Add credit card badges

We recommend placing these card logos where they are easy to spot, like near the payment options or checkout button.

Customer Satisfaction Badges

Customer satisfaction badges are a great way to boost confidence and encourage people to make a purchase. These badges signal to potential buyers that your store values their experience and offers reliable services.

For instance, Money-Back Guarantee is a customer satisfaction badge that reassures customers that if they are not happy with their purchase, they can get their money back.

Money back guarantee badge

Similarly, a Free Shipping Badge can instantly make your store more appealing. It is an easy way to increase conversions by highlighting a benefit that many customers look for when shopping online.

You can also add a Verified Seller Badge if you have a store on a platform like Etsy. This will allow you to show that your store is credible and trustworthy.

Trusted seller badge

Client and Partner Logo Badges

Displaying your clients’ logos on your website is a powerful way to build credibility and trust.

When potential customers see that well-known brands or companies work with you or are using your product, it gives your business a stamp of approval.

For example, at OptinMonster, we show a list of logos of all the famous brands that are using our product.

Client brands logos

Third-Party Endorsement Badges

Third-party endorsement badges are another tool for improving your credibility. They show that your business has been recognized or approved by an external organization or expert.

These badges act as independent validation that your products or services meet certain standards, making potential customers feel more confident about their purchase decisions.

For instance, seals from trusted organizations, like the Better Business Bureau (BBB) or security certification seals (like Norton or McAfee), can go a long way in reassuring customers that your site is safe.

Third party endorsement badge

If your business has won any industry awards or been featured in top publications, then you can also show these badges. They will serve as proof that experts or influencers in your field recognize your business’s quality and success.

Method 1: How to Add Custom Trust Badges to Checkout Pages in WooCommerce (Custom Code)

If you’ve already designed your WooCommerce checkout page and want to add trust badges to it, then this is the method for you. It’s also a free method if you don’t want to invest in a dedicated WooCommerce plugin like FunnelKit (Method 2).

We’re going to be working with custom code here, which can be a bit risky and even break your website. That’s why we’re going to use WPCode.

It is the best WordPress code snippets plugin on the market. After thorough testing, we have concluded that it is the easiest and safest way to add custom code. To learn more, see our WPCode review.

Note: Keep in mind that you will also need to add your own trust seal images to the WordPress media library. For details, see our guide on how to properly add images in WordPress.

First, you need to install and activate the WPCode plugin. For step by step instructions, see our tutorial on how to install a WordPress plugin.

Note🚨: The plugin also has a free version that you can use for this tutorial. However, upgrading to the pro plan will give you access to smart conditional logic, block snippets, and a cloud library of code snippets.

Upon plugin activation, head over to the Code Snippets » + Add Snippet page from the WordPress dashboard.

Here, click the ‘Use Snippet’ button under the ‘Add Your Custom Code (New Snippet)’ option.

Choose 'Add Your Custom Code (New Snippet)' option

You will now be directed to a new screen where you must add a code snippet name. This name will only be for your identification and will not be shown to any users.

Then, choose ‘HTML Snippet’ as the ‘Code Type’ from the popup.

Select 'HTML Snippet' in WPCode

Go ahead and add the following custom code into the ‘Code Preview’ box:

<div class="wpcode-trust-badge" style="text-align: center;">
	<img src="/wp-content/uploads/2025/03/trust-badge.png" width="100" alt="Trusted" />
</div>

After that, be sure to replace the placeholder image URL with the URL of your trust badge image to display it correctly on the checkout page.

Keep in mind that you’ll need to upload the trust badge image to your WooCommerce store and retrieve its URL from the WordPress media library. If you’re unsure how to do this, check out our tutorial on how to get the URL of images you upload in WordPress.

You can add as many trust badge images as you like.

Add the trust badges code snippet and your images URLs

Now, scroll down to the ‘Insertion’ section and choose the ‘Shortcode’ option.

Then, toggle the ‘Inactive’ switch to ‘Active’ and click the ‘Save Snippet’ button.

Choose the Shortcode option and save your snippet

Once you do that, WPCode will generate a shortcode that you will be adding to your WooCommerce checkout page.

Simply click the ‘Copy’ button and store the shortcode somewhere safe.

Copy Shortcode

Now, open your store’s checkout page in the WordPress block editor.

Related Post🔍: If you are just getting started with creating a store, then see our WooCommerce made simple guide for in-depth instructions.

Here, you need to choose a suitable place within the checkout block to display your trust badge, ensuring it’s highly visible to customers.

While the ‘Shortcode’ block isn’t available in this section, the trust badge shortcode will still work correctly when placed inside a ‘Paragraph’ block.

Add shortcode within the checkout block

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

Now, visit your WooCommerce store to see the trust badges in action.

Preview of trust badges in WooCommerce

Method 2: How to Add Trust Badges to WooCommerce Checkout Pages (Plugin Method)

If you want to add trust badges to your WooCommerce checkout page without using custom code, then FunnelKit Funnel Builder is a great option.

It comes with professionally designed checkout templates that already include trust badges, helping you create a high-converting checkout experience with minimal effort.

Keep in mind that this version will involve creating an entirely custom WooCommerce checkout page. So, if you just want to add trust badges to your existing checkout page, then please go to Method 1.

We’ve tested FunnelKit a lot over the years, and it’s a great tool for improving your WooCommerce store. For details, see our complete FunnelKit review.

First, you need to install and activate the FunnelKit Funnel Builder plugin. For details, see our tutorial on how to install a WordPress plugin.

Note🚨: Most of the checkout page templates will be locked in the free plan. That’s why we recommend using the FunnelKit Pro version.

Once you’ve activated the plugin, you need to go to the FunnelKit » Store Checkout page and click the ‘Create Store Checkout’ button.

The FunnelKit builder WooCommerce plugin

You can now choose from any of FunnelKit’s professionally designed checkout page templates.

To take a closer look at the trust badges for each template, simply click the ‘Preview’ button.

Preview templates

We’re using the Hific template, which has multiple trust badges related to security.

When you find a template you want to use, go ahead and click on the ‘Import This Funnel’ button.

Click the Import This Funnel button

Doing this will show a prompt on the screen.

Go ahead and click the ‘Activate’ button. Once you do that, type in the name for your store’s checkout page.

How to create a custom WooCommerce checkout page using free WordPress plugins

You will now be able to edit the checkout page according to your liking.

For step-by-step instructions, see our guide on how to customize checkout pages in WooCommerce.

Customizing the WooCommerce checkout page on your online store

Once you are done, head back to the Store Checkout page and click on the ‘Draft’ button.

Then, choose the ‘Publish’ option from the dropdown menu.

Publishing a custom checkout page to your online store

Now, visit your WooCommerce store to see the custom checkout page.

Here, you will see the trust seals at the bottom.

Funnelkit checkout page preview

For more details on getting the most out of FunnelKit, see our guide on how to make a high-converting sales funnel in WordPress.

Method 3: How to Add Trust Badges to Checkout Pages for Digital Products

If you sell digital goods with Easy Digital Downloads (EDD), then it’s actually super easy to add trust badges to your checkout pages. You’ll just need to make sure that you first have a functional store for selling digital downloads in WordPress.

You’ll also need the WPCode plugin because it comes with built-in EDD locations that make it even easier to add trust badges to your store.

Note🚨: Keep in mind the EDD specific locations are only available in the pro version of WPCode. If you use the free plan, then you can use the shortcode method instead.

Important: Keep in mind that you will also need to add your own trust seal images to the WordPress media library. For details, see our guide on how to properly add images in WordPress.

First, you will need to install and activate the WPCode plugin. For details, see our guide on how to install a WordPress plugin.

Upon plugin activation, visit the Code Snippets » + Add Snippet page and choose the ‘Add Your Custom Code (New Snippet)’ option.

Then, select ‘HTML Snippet’ as the code type.

Select 'HTML Snippet' in WPCode

Now, simply add the following custom code into the ‘Code Preview’ box:

<div class="wpcode-trust-badge" style="text-align: center;">
	<img src="/wp-content/uploads/2025/03/trust-badge.png" width="100" alt="Trusted" />
</div>

Once you do that, make sure to add the URL of your trust badge image from the media library. If you’re not sure where to find it, then please see our guide on how to get the URL of images you upload in WordPress.

Then, scroll down to the ‘Insertion’ section and choose the ‘Auto Insert’ mode.

Auto inserting a custom WordPress code snippet

After that, you need to expand the ‘Location’ section and switch to the ‘eCommerce’ tab.

Next, scroll down to the ‘Easy Digital Downloads’ section and select the ‘After the Checkout Cart’ option. Now, your trust badges will automatically be added to your EDD checkout page.

Choose After the checkout cart as location

If you’re using the free version of WPCode, then you’ll need to copy the WPCode shortcode and paste it into your checkout page. For details, see our guide on how to add shortcodes in WordPress.

Go ahead and toggle the ‘Inactive’ switch to ‘Active’ from the top.

Then, click the ‘Save Snippet’ button to store your settings.

Save your EDD trust badges snippet

Now, visit the checkout page in your digital downloads store.

Here, you will notice that the trust badges are showing in your chosen location.

Preview of trust badges in EDD

Bonus Tips for Using Social Proof in Your Online Store

Using random icons on your checkout page won’t automatically boost conversions. Instead, you need the right trust signals in the right places.

Here are a few tips to get the most out of social proof in your WordPress store:

  • 🎨Match the Badges to Your Store’s Design: Trust badges should stand out just enough to grab attention without clashing with your design. Avoid oversized, pixelated, or mismatched badges that make your checkout page look cluttered.
  • 🔥Test and See What Works Best: Not all badges work the same for every store. Try different placements, designs, and messaging to see what resonates with your customers. A/B testing can help you find the perfect combination.
  • Show more social proof with customer reviews. Showing positive reviews from happy customers can also convince shoppers to complete their purchases. For details, see our guide on how to show Google, Facebook, and Yelp reviews in WordPress.
  • 💰Show real-time purchase notifications. Showing users that other customers are buying your products can convince them to do the same. Learn how to do this in our guide on how to create a live sale notification in WooCommerce.

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.

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How to Use AI for Customer Service (Tips for Small Businesses) https://www.wpbeginner.com/beginners-guide/ai-for-customer-service-small-businesses/ https://www.wpbeginner.com/beginners-guide/ai-for-customer-service-small-businesses/#respond Tue, 18 Mar 2025 11:04:32 +0000 https://www.wpbeginner.com/?p=333502 When we first started our WordPress plugin businesses, handling customer service was a major challenge. Our support team spent countless hours responding to the same questions over and over, often staying up late just to keep up with customer inquiries. Luckily, that’s where AI can… Read More »

The post How to Use AI for Customer Service (Tips for Small Businesses) first appeared on WPBeginner.

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When we first started our WordPress plugin businesses, handling customer service was a major challenge.

Our support team spent countless hours responding to the same questions over and over, often staying up late just to keep up with customer inquiries.

Luckily, that’s where AI can help. 🤖

AI tools can help you automate replies, offer 24/7 customer support, and personalize interactions, all while saving you time and money.

We have seen this work firsthand for our software businesses. Their AI chatbots answer common questions instantly, freeing up their teams to focus on more complex customer needs.

In this guide, we’ll walk you through some practical ways that small businesses can use AI for customer support. We’ll share some of the best tools and tips for creating a smooth customer experience.

How to Use AI for Customer Service (Tips for Small Businesses)

The Importance of AI in Customer Service

Great customer service keeps people coming back. But as a small business owner, you can’t be everywhere at once. Answering emails, responding to chats, and handling phone calls can all add up. That’s where AI can help.

AI-powered tools can answer common questions, help customers 24/7, and even personalize responses. This means fewer delays, happier customers, and less stress for you.

Here are some reasons why AI can be so helpful for customer service:

  • Instant Responses: No one likes waiting. AI chatbots can handle FAQs right away, so customers get answers fast.
  • Always Available: AI doesn’t take breaks. It works around the clock, helping customers even when you are offline.
  • Saves Time and Money: It can handle a large volume of inquiries, meaning you won’t need to hire extra staff. According to recent statistics, AI can save you 2.5 hours per day.
  • Frees Up Your Team: Instead of answering the same questions over and over, your team can focus on more important tasks.
  • Improves Customer Experience: Artificial intelligence can personalize responses based on past interactions, making support feel more tailored to each customer.

However, keep in mind that AI isn’t perfect and works best when combined with human support.

It can handle the quick stuff, freeing up your team to solve complex or sensitive issues. Together, they create a smooth and efficient customer service experience.

Having said that, let’s take a look at some tips for using AI for customer service in your small business. Here’s an overview of what we’ll go over:

Tip 1. Use AI-Powered Chatbots for Instant Support

AI Chatbots

Customers expect quick answers. If they have to wait too long, then they might leave your website and never come back. That’s why we recommend using AI chatbots.

These bots provide instant support by answering common questions, guiding users, and even assisting with purchases. They work 24/7, so customers can get help anytime.

Several of our partner brands have recently started using AI chatbots to answer common customer queries, and the results have been excellent.

You can use tools like ChatBot.com to build an easy-to-use chatbot that easily integrates with websites. Meanwhile, ChatGPT-powered bots are another strong choice for more natural and detailed conversations.

For more examples, take a look at our list of the best AI chatbot software for your website.

Example of Heroic AI assistant chatbot

However, keep in mind that setting up a chatbot requires careful planning to ensure that it helps customers rather than frustrates them.

For example, we recommend creating a chatbot that uses a friendly, natural tone to make interactions feel more human.

🔍 Related Post: To get started, check out our step-by-step tutorial on how to add a chatbot in WordPress to get started.

Tip 2. Try AI for Email and Ticket Automation

AI ticket and email automation

AI can help by automating responses, organizing tickets, and making sure that urgent issues are addressed quickly through your customer helpdesk.

Instead of manually replying to the same common questions via email or tickets, AI can generate accurate responses based on past interactions and knowledge bases. This allows customers to get quick answers without waiting for a support agent.

AI can also help with ticket management by automatically categorizing and prioritizing support requests. When a new ticket comes in, AI analyzes the content and assigns it to the right department or agent.

It can even flag urgent issues that need immediate attention, ensuring high-priority tickets don’t get lost in the queue. This makes it easier for support teams to manage workloads efficiently and focus on complex cases that require human attention.

To get started, you may want to use AI help desk tools like HelpScout, Freshdesk, or HelpDesk to streamline email responses while keeping interactions personal and relevant.

Tip 3. Create Voice AI Agents and Virtual Assistants

AI voice assistants

AI-powered voice assistants are changing the way that businesses handle customer service calls.

Instead of waiting on hold or navigating complicated phone menus, customers can get instant answers through AI-driven phone support.

Tools like Google Dialogflow and Amazon Lex allow businesses to create smart voice assistants. They can understand natural language, respond to customer inquiries, and even complete tasks like booking appointments or processing simple orders.

This makes phone support faster, more efficient, and available 24/7.

Beyond handling calls, AI voice assistants can also improve self-service options. Many customers prefer to solve issues on their own rather than speaking to an agent.

AI-driven voice systems can guide them through troubleshooting steps, answer FAQs, or even help reset passwords without human intervention.

We recommend using Nextiva if you’re looking for an AI-powered phone system. It can automate call routing using artificial intelligence, answer FAQs, and book appointments for your customers.

For more recommendations, just see our list of the best business phone services.

Tip 4. Use AI for Sentiment Analysis and Customer Feedback

AI sentiment analysis and customer feedback

Knowing how customers feel about your business is just as important as answering their questions.

AI-powered sentiment analysis helps businesses understand customer emotions by analyzing emails, chat messages, social media comments, and support tickets.

This allows you to quickly identify unhappy customers, address issues proactively, and improve overall satisfaction.

AI can also help fine-tune responses by adjusting tone and language based on customer sentiment. If a customer sounds frustrated, AI can suggest a more empathetic response.

If feedback is positive, then AI can help you engage further and strengthen relationships.

Rather than manually doing sentiment analysis, we recommend using Uncanny Automator with OpenAI to detect whether a message is positive, neutral, or negative.

OpenAI sentiment analysis

Simply connect the plugin with OpenAI, set up triggers for emails or chats, and automate sentiment tagging to take action on feedback.

For details, see our guide on the best ways to use OpenAI in WordPress.

Tip 5. Get Fraud Prevention With AI

Fraud prevention with AI

When dealing with online payments or customer accounts, fraud can be a major concern for small businesses.

AI security tools detect suspicious activity by analyzing patterns and flagging unusual behavior. For example, if multiple failed login attempts or sudden high-value transactions occur, AI can instantly recognize these as potential fraud risks.

You can use AI-driven fraud detection systems to reduce chargebacks, prevent unauthorized transactions, and keep your platforms secure.

That is why 9 in 10 businesses are currently using AI to improve customer experience.

To take advantage of this technology, we recommend using Stripe and PayPal as your payment processors. Both of these services use AI for fraud detection to help protect your transactions while ensuring a smooth checkout experience for your customers.

To get started with Stripe, see our tutorial on how to accept Stripe payments in WordPress. You may also wish to see our guide on adding a PayPal payment form.

Tip 6. Bring in AI for Multichannel Support

AI for multichannel support

These days, customers reach out for support in many ways, including live chat, email, social media, and phone.

Instead of handling each platform separately, AI tools can track conversations across multiple touchpoints. This can help ensure customers get the help they need without having to repeat themselves.

It creates a smoother experience and allows small businesses to respond faster, no matter where the customer reaches out.

If you need AI for multi-channel support, then we recommend using HelpScout. It easily integrates with live chat, email, and social media so all customer messages appear in one inbox.

Alternatively, you can check our top picks for the best help desk software. These tools also ensure consistent messaging so customers get clear and accurate responses regardless of the channel they use.

AI can also personalize replies based on past interactions, making support feel more natural.

Tip 7. Use AI for Customer Insights

AI for customer insights

As a small business owner, you can use AI to understand customer behavior by analyzing data from interactions, purchases, and browsing history.

These tools can identify patterns, predict customer needs, and highlight trends that you might miss. They can also reveal which products or services customers are most interested in, allowing you to tailor your approach and improve engagement.

For starters, we recommend using an AI-powered analytics tool like MonsterInsights. We use it across our business because it makes complex data easy to understand. Plus, its AI-powered chatbot allows you to get instant answers to your analytics questions.

For details, see our guide on how to install Google Analytics in WordPress.

Additionally, AI-driven CRMs like HubSpot enable you to deliver personalized recommendations and responses based on customer preferences. The AI can suggest relevant products, automate follow-up emails, and even predict when a customer might need assistance.

🔍 Related Post: You can also use AI to bring in more customers. See our tips for using AI to skyrocket your lead generation campaign.

Best Practices for Using AI in Customer Service

AI can transform customer service, but it works best when you use it thoughtfully.

Simply adding AI tools without a strategy can lead to frustrating experiences for customers rather than improving support.

To get the most out of AI, you need to choose the right tools, train them effectively, and ensure a smooth transition between AI and human agents.

Below are some best practices to keep in mind when integrating AI into customer service:

  • Choose the Right AI Tools: Not all AI solutions are the same. Small businesses may benefit from lightweight chatbots, while larger businesses might need advanced AI-powered CRM systems. Pick AI tools that match your budget, goals, and customer service needs.
  • Train AI Models: AI learns from past interactions, FAQs, and knowledge bases. Feeding it accurate, up-to-date information ensures it provides relevant responses to customers.
  • Monitor AI Performance: We recommend regularly tracking AI performance. You need to see if customers are getting quick and accurate responses.
  • Keep AI interactions Personalized: AI should improve the customer experience. Use AI tools that can adapt responses based on customer history, preferences, and tone of voice.
  • Maintain Transparency With Customers: Let customers know when they’re interacting with AI and provide them with an option to speak to a real person if needed. Transparency builds trust and improves the overall support experience.

By following these best practices, you can successfully integrate AI into customer service without sacrificing quality or personal connection.

Common Mistakes to Avoid When Using AI

While AI can automate responses and streamline processes, it should be used as a tool to assist and not replace human interaction entirely.

Here are some key mistakes to watch out for when using AI for customer service:

  • Over-reliance on AI – AI can’t handle every situation, especially complex or emotional customer issues. We recommend always having human agents ready for when AI reaches its limits.
  • Poor Chatbot Scripting – If chatbots aren’t trained properly, they can give robotic or unhelpful responses, leaving customers frustrated. Investing time in scripting natural, helpful responses is important.
  • Lack of Data Privacy – AI systems collect and analyze large amounts of customer data. You must ensure they follow data protection laws like the GDPR or CCPA, keeping customer information secure and private.
  • Not Regularly Updating AI Models – AI learns from past interactions, but if businesses don’t update their knowledge base, it can become outdated. Regularly training AI with new FAQs, customer feedback, and product updates helps keep responses relevant and useful.
  • Ignoring Customer Feedback on AI – Customers will let you know when AI is working well and when it isn’t. If you fail to track feedback and make improvements, you may end up with AI tools that frustrate customers.

By avoiding these mistakes, businesses can create an AI-powered support system that improves customer service instead of creating more problems.

Frequently Answered Questions About AI for Customer Service

Here are some frequently asked questions about AI for customer service:

How can small businesses start integrating AI into their customer service?

Integrating AI into customer service begins with identifying repetitive tasks that take up a lot of time, like answering common inquiries or processing simple orders.

AI chatbots can automate these tasks, providing instant responses to customers and freeing up human agents for more complex issues.

Additionally, AI can help analyze customer data to offer personalized experiences, which can improve customer satisfaction.

How can AI help in personalizing customer experiences?

AI analyzes data from previous customer interactions, purchases, and browsing behaviors to identify patterns and preferences.

With this information, you can offer personalized product recommendations, create marketing messages, and anticipate customer needs.

For instance, AI can suggest products similar to those a customer has previously purchased or viewed, improving the shopping experience. To learn some more tips, see our guide on how to use AI to boost your marketing.

What should small businesses consider regarding data privacy when using AI?

Data privacy is necessary when using AI solutions. As a small business owner, you need to make sure they comply with relevant data protection regulations, like the General Data Protection Regulation (GDPR) or the California Consumer Privacy Act (CCPA).

This involves obtaining explicit consent from customers before collecting their data, securely storing the information, and being transparent about how the data is used.

We recommend using WPConsent to create cookie banners, record user consent, and manage all your WordPress privacy compliance needs in one place. 

Looking for additional resources about how to use AI for your small business? Check out these beginner-friendly guides:

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.

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