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We Look After Dozens of Client WordPress Sites. How Do We Keep Plugins and Core Updated Without Breaking Them or Losing a Day Each Week?

Web design agencies update plugins across many client WordPress sites by hand and find breakages later. We build tested update runs with visual checks.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

A web design agency with many client WordPress sites on maintenance plans spends a lot of time applying plugin, theme and core updates, and still finds breakages after the client does. We build an update routine that takes a backup, applies updates on a staging copy first, compares key pages visually before and after, and only then updates the live site, with anything suspicious held for a developer.

Update Tuesday

Every Tuesday a developer works through the maintenance list. She logs into the management dashboard, sees dozens of pending updates across client sites, and applies them in batches. She checks a few homepages afterwards. Most are fine.

On Thursday a client emails to say their booking form has stopped working. A plugin update changed a field. Another client's product filter broke after a page builder update, and nobody noticed until a customer complained. The developer spends Thursday and Friday fixing things, and the Tuesday routine starts to feel like a gamble.

Why updates are risky at scale

  • Every site has a different mix of plugins, versions and custom code.
  • Updates are applied straight to live sites because staging copies are not kept current.
  • Checking is a quick look at the homepage, while breakages hide on forms, checkouts and filtered pages.
  • Updates are batched to save time, so when something breaks it is not obvious which update caused it.
  • Some sites are skipped because they are "fragile", and fall further behind.

The agency faces two bad choices: update and risk breakage, or skip updates and risk security issues. It needs a routine that makes updating safe.

What the current routine costs

Developer time goes on updates and then again on fixing what broke. Clients find problems before the agency does, which undermines the whole point of the maintenance plan. Sites that are skipped build up a backlog of old plugins that become harder to update over time. Maintenance plans that were meant to be profitable become a source of stress.

The update routine we build

  1. Each site has a list of key pages and journeys: homepage, contact form, booking form, checkout, search, and anything the client depends on.
  2. Before any update, a fresh backup is taken and confirmed complete.
  3. Updates are applied to a staging copy of the site first, created from the current live site.
  4. Key pages on staging are screenshotted before and after the update and compared automatically. Forms can be test-submitted to a safe address.
  5. Sites where nothing changed unexpectedly are updated on live, and the live pages are checked again.
  6. Sites with visual differences or failed checks are held, with the screenshots and the list of updates, for a developer to review.
  7. Every update, check and result is logged per site, ready for the client maintenance report.
StepAutomatedNeeds a person
Backup before updateYesOnly if the backup fails
Updates on stagingYesNo
Visual comparison of key pagesYesWhen differences are found
Form test submissionsYesWhen a test fails
Updates on liveYes, for clean sitesHeld sites only

If you use a management tool such as ManageWP or MainWP, we build around it and add the staging, visual checks and routing it does not cover, rather than replacing it.

Tuesday with the routine

The update run goes through overnight. In the morning the developer has a short list of sites held for review, each with before and after screenshots showing exactly what changed. One page builder update has moved a button on a client's homepage. She fixes the styling on staging, approves the update, and moves on. Most sites were updated without her touching them, and none of the clients find a broken form on Thursday.

Does updating feel like a gamble?

  • Plugin updates are applied straight to live client sites.
  • Clients have reported broken forms or checkouts after updates.
  • Checks after updating are a glance at the homepage.
  • Some sites are skipped because updates tend to break them.
  • Maintenance time is taken up fixing update breakages.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

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Ask about your project

Does this work with our hosting?

It works with most hosts that allow staging copies or where we can create them. Managed WordPress hosts often have staging built in, which we use.

Can it test logged-in areas like member pages?

Yes, with a test account on each site that the checks can log in with.

What if a site has no staging copy?

We create one as part of the setup, and keep it refreshed from live before each update run.

Is it only for WordPress?

WordPress is the most common case, but the same routine works for other platforms with an update process.

What does the cost depend on?

How many sites, how varied they are, your hosting setup and which management tools you already use.

Keep reading

More on Problems We Solve

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Describe how a website project runs at your studio, from signed proposal to launch and the maintenance plan afterwards, and which tools you use, such as Figma, WordPress, Basecamp, ManageWP or Xero. We will tell you what we would build and what we would leave alone, and if a plugin or a setting you already have would solve it, we will say so.

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