WR – WordPress Training Series · Module 2
How to safely update plugins
Most site owners either skip updates entirely — or click “Update All” and cross their fingers. Both approaches cost you. This 7-step guide shows you the process professionals use.
Step 1 — Decide
Know which updates need staging first
Not all plugin updates carry the same risk. Apply the wrong one to your live site and you risk the White Screen of Death, broken forms, or a missing checkout.
Apply directly to live site
- Minor version bump (e.g. 3.2.1 → 3.2.2)
- Security patch — labelled as such
- Bug fix only, no new features added
- Plugin has a strong, consistent update history
- Your site does not depend heavily on this plugin
Test on staging site first
- Major version bump (e.g. 3.2 → 4.0)
- Changelog says “breaking changes”
- WooCommerce, page builders, or SEO plugins
- Plugin your custom code is built on top of
- Any plugin your checkout or contact forms rely on
Step 2 — Back up
Create a full backup before touching anything
This is your safety net. Do this every single time, no exceptions.
- Install a dedicated backup plugin (UpdraftPlus, BlogVault) if you do not already have one
- Run a full backup — files AND database, not just one or the other
- Confirm the backup file has been created and saved before proceeding
- Store a copy off-site — Google Drive, Dropbox, or a dedicated cloud location
Your backup must be stored off-site — not just on the same server as your site. If the server goes down, a backup stored on it is gone too.
Step 3 — Check
Read the changelog before updating
Click “View version details” on any plugin before hitting update. One habit that can save hours of troubleshooting.
- Click “View version details” next to the plugin update notification
- Check when the plugin was last updated — very recent releases warrant extra care
- Confirm compatibility with your current WordPress version and PHP version
- Search the support forum for any reported issues with this specific versionZ
- If the changelog says “major release” or “breaking changes” — move it to staging
Step 4 — Update
Update one plugin at a time — never use “Update All”
This is the most important rule. Bulk updates make it impossible to know which plugin caused a problem if something breaks.
- Go to Dashboard → Plugins → Installed Plugins
- Select the first plugin to update — do NOT tick “Select All”
- Click Update and wait for it to complete fully before doing anything else
- Visit your site immediately and check that key pages still load correctly
- If everything looks good, move to the next plugin and repeat the process
Exception: minor security patches from well-established plugins (e.g. WooCommerce patch releases, Yoast minor updates) can generally be applied together safely.
Step 5 — Test
Check your site after every single update
Most plugin problems do not announce themselves.They show up as a broken form, a missing section, or a silent checkout failure. You need to actively look.
- Homepage — does it load correctly with no broken layouts or missing content?
- Contact forms — submit a test message and confirm you receive it in your inbox
- Navigation — all menu links working and leading to the correct pages?
- If you have a shop: add a product to cart and complete a test checkout
- Check on mobile — some plugin conflicts only appear on smaller screens
- Open your browser developer console (F12) — any red error messages?
Step 6 — Fix
Something broke — here is what to do
Stay calm. If you followed Step 2, you have a backup and you can recover. Here is the fastest way to diagnose and fix a plugin conflict.
- Deactivate the most recently updated plugin first
- Check if the problem is resolved — if yes, that plugin is the culprit
- Report the issue to the plugin developer with your WordPress and PHP version details
- If you need to restore: use your backup plugin to roll back to the pre-update version
- Check the plugin support forum — someone else may have already posted a fix/li>
If you cannot identify which plugin caused the problem: deactivate all plugins, then reactivate them one by one, testing your site after each. The culprit will reveal itself.
Step 7 — Maintain
Build a routine that keeps your site safe long-term
A one-off update session is not enough. The sites that stay secure and stable are the ones with a consistent monthly maintenance routine.
- Schedule a monthly update session — put it in your calendar and treat it as non-negotiable
- Remove any plugins you are no longer actively using (deactivated still means at-risk files on your server)
- Enable auto-updates only for trusted, minor-release plugins from established developers
- Check for updates weekly — the longer you wait, the more they stack up
- Keep a simple log: date updated, which plugins, any issues found
Auto-updates are safe to enable for small, stable, well-maintained plugins. For complex plugins like WooCommerce, page builders, or security plugins — always update manually.

