Tuesday, 11 October 2022

How to Develop Your Own WordPress Theme (Beginner’s Guide)

If you want something done a certain way — well, you just might have to do it yourself. Sure, while there are plenty of great WordPress themes available, finding one that meets your specific requirements may prove difficult for some. To solve for this, you might be tempted to create your own custom WordPress theme.

Fortunately, creating a custom theme for WordPress is a relatively straightforward process. Surprisingly, it doesn’t require a ton of technical knowledge or experience with web development. Plus, building your own theme can be well worth the effort since you can get your site looking exactly the way you want it.

An Introduction to WordPress Theme Development

You want your site to look great and have all the functionality you need, so you check out the WordPress Theme Directory:

WordPress theme directory

Unfortunately, nothing you see fulfills your requirements, and you don’t want to compromise on your vision. Maybe you want something unique that will make your site stand out, but you don’t want to spend the money on a premium theme.

At this point, you might consider creating your own theme. Fortunately, developing a theme for WordPress is not as complicated as you might think. Thanks to the platform’s user-friendly interface and the numerous tools available, almost anyone can create a custom theme.

We’re going to take you through the process of creating your first theme. To get started, you’ll need two things:

You’ll also benefit from having experience with local staging environments, as you’ll be using one to create your theme. Having some understanding of CSS and PHP will also be helpful (if not necessary).

Finally, there’s one important tool you’ll want to have, which will make the process much easier: a starter theme.

What a Starter Theme Is (And Why You Should Use One)

A starter theme is a bare-bones WordPress theme that you can use as a basis to create your own. This enables you to build on a solid framework without having to worry about the complexities involved in coding a theme from scratch. It will also help you understand how WordPress works by showing you the basic structure of a theme and how all its parts work together.

There are plenty of excellent starter themes out there, including Underscores, UnderStrap, and Bones (just to name a few).

We’ll be using Underscores for our tutorial. It’s a solid choice for beginners because it only contains the basics. Plus, this starter theme is developed by Automattic (the team behind WordPress.com), which means it’s more likely to be safe, compatible, and well-supported in the long run.

How to Develop Your First WordPress Theme (In 5 Steps)

With the preparation out of the way, you’re finally ready to start creating your first theme. As we mentioned earlier, we’ll be using a starter theme for this walkthrough.

However, if you want to try creating everything yourself with no template, you should feel free to do so. Bear in mind that this approach will require a lot more coding proficiency.

Step 1: Set Up a Local Environment

The first thing you’ll need to do is to create a local development environment. This is effectively a server that you install on your computer, which you can use to develop and manage local WordPress sites. A local site is a safe way to develop a theme without impacting your live site in any way.

There are many ways you can create a local environment, but we’ll be using Local.This is a fast, easy way to install a local version of WordPress for free and is compatible with both Mac and Windows:

Local WordPress development tool

To get started, select the free version of Local, choose your platform, add your details, and download the installer.  When the installation has been completed, you can open the program on your computer.

Here, you’ll be asked to configure your new local environment:

WordPress initial setup screen

This is a straightforward process, and you’ll have your local WordPress site ready in a few minutes. Once set up, your new site will look and work exactly like a live WordPress website.

Step 2: Download and Install Your Starter Theme

Like most starter themes, Underscores is very easy to get started with. In fact, all you need to do is go to the website and name your theme:

Underscores custom WordPress theme development

If you want, you can click on Advanced Options to customize the base theme further:

Underscores custom WordPress theme development

Here you can fill out more information, such as the author’s name, and give the theme a description:

Underscores custom WordPress theme development

There’s also the _sassify! option, which will add Syntactically Awesome StyleSheets (SASS) files to your theme. SASS is a preprocessing language for CSS, which enables you to use variables, nesting, math operators, and more.

When you’ve made your choices, you can click on Generate, which will download a .zip file containing your starter theme. This is the core file around which you’ll develop your own theme, so you’ll need to install it on your local site.

Once you’ve installed your theme, you can preview your site to see how it looks. It’s very basic right now, but that won’t be the case for long!

Step 3: Learn about the different components of a WordPress theme

Before you can customize your theme, you’ll need to understand the purpose of its components and how they fit together.

First, let’s discuss template files, which are the main building blocks of a WordPress theme. These files determine the layout and look of the content on your site.

For example, header.php is used to create a header, while comments.php enables you to display comments.

WordPress determines which template files to use on each page by going through the template hierarchy. This is the order in which WordPress will look for the matching template files every time a page on your site is loaded.

For example, if you visit the URL http://example.com/post/this-post, WordPress will look for the following templates files in this order:

  1. Files that match the slug, such as this-post
  2. Files that match the post ID
  3. A generic single post file, such as single.php
  4. An archive file, such as archive.php
  5. The index.php file

Since the index.php file is required by all themes, it’s the default option if no other file can be found. Underscores contains the most common template files and they will work right out of the box. However, you can experiment with editing them if you want to get a feel for how they work together.

Another important element you need to grasp is The Loop. WordPress uses this code to display content, so in many ways, it’s the beating heart of your site. It appears in all template files that display post content, such as index.php or sidebar.php.

The Loop is a complex subject that we recommend you read more about if you want to understand how WordPress displays post content. Fortunately, the Loop will already be integrated into your theme thanks to Underscores, so there’s no need to worry about it for now.

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Step 4: Configure Your Theme

It’s easy to think that themes are purely for cosmetic purposes, but they actually have a huge impact on your site’s functionality. Let’s look at how you can make a few basic customizations.

Add Functionality with ‘Hooks’

Hooks are code snippets inserted into template files, which enable you to run PHP actions on different areas of a site, insert styling, and display other information. Most hooks are implemented directly into the WordPress core software, but some are useful for theme developers as well.

Let’s take a look at some of the most common hooks and what they can be used for:

  • wp_head() — Added to the <head> element in header.php. It enables styles, scripts, and other information that runs as soon as the site loads.
  • wp_footer() — Added to footer.php right before the </body> tag. This is often used to insert Google Analytics code.
  • wp_meta() — This usually appears in sidebar.php to include additional scripts (such as a tag cloud).
  • comment_form() — Added to comments.php directly before the file’s closing </div> tag to display comment data.

These hooks will already be included in your Underscores theme. However, we still recommend visiting the Hooks Database to see all available hooks and learn more about them.

Add Styles with CSS

Cascading Style Sheets (CSS) define the appearance of all content on your site. In WordPress, this is accomplished using the style.css file. You’ll already have this file included in your theme, but at the moment, it only contains the basic, default styling:

editing the CSS stylesheet of a new custom WordPress theme

If you want a quick example of how CSS works, you can edit any of the styles here and save the file to see the effects. For example, you can find the following code (usually on line 485):

a {
color: royalblue;
}

This code controls the color of unvisited hyperlinks, which appear royal blue by default:

WordPress custom theme test site

Let’s see what happens if we try to change that by replacing it with the following code:

a {
color: red;
}

Save the file and check out your local site. As you might expect, all unvisited links will now appear bright red:

sample page of a test custom WordPress theme

You might notice that the visited link at the top has not changed color. That’s because it’s actually governed by the next section in the stylesheet:

a:visited {
color: purple;
}

This is a very basic example of how editing style.css will affect the look of your site. CSS is a massive topic that we recommend you explore further if you want to learn more about creating web designs. There are plenty of resources on the topic for beginners.

Step 5: Export the Theme and Upload It to Your Site

When you’ve finished tinkering with your theme, it’s time to make sure it works properly. To do this, you can use the Theme Unit Test data.

This is a set of dummy data that you can upload to your site. It contains many different variations of styles and content, and it will enable you to see how your theme copes with unpredictable data.

When you’ve thoroughly tested your theme and are convinced that it meets the required standards, all that remains now is to export it.

First, you’ll need to find the location of your website on your local machine. You’ll likely find it in a folder called Websites, inside your default Documents directory.

Open the website’s folder and access /wp-content/themes/, where you’ll find your theme:

WordPress wp-content themes folder in FTP client

You can now use a compression tool, such as WinRAR, to create a .zip file based on the folder. Simply right-click on the folder and select the option that enables you to zip it, such as Compress “folder”:

compressing custom WordPress theme to prepare for upload

When the folder has been zipped, it’s ready to be uploaded and installed on any WordPress site, just as you installed your Underscores theme at the start. If you’re particularly happy with the result, you could even submit your theme to the WordPress Theme Directory!

Create a Custom WordPress Theme

Creating a custom WordPress theme from scratch is no small feat. However, the process might not be as difficult as you might think.

To recap, here’s how to develop a WordPress theme in five simple steps:

  1. Set up a local environment, using Local.
  2. Download and install a starter theme, like Underscores.
  3. Learn about the different components of a WordPress theme.
  4. Configure your theme.
  5. Export the theme and upload it to your site.

By following the guidelines in the Codex documentation site, you can develop a theme that meets quality standards. You might even consider submitting it to the WordPress Theme Directory!

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The post How to Develop Your Own WordPress Theme (Beginner’s Guide) appeared first on Website Guides, Tips & Knowledge.



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