WordPress Maintenance Questionnaire - 37SOLUTIONS Technology Services

Name
First Last
Email
Phone
Website
Email Address for Reports*
This can be different from your email address. This is where all reports and notices will go.

Questions about your Theme
The following questions relate to your WordPress theme or template.
Are you using a custom-built theme?*
A custom theme is one designed by a developer that wasn't purchase from a vendor (woothemes.com, themeforest.net, templatemonster.com). These types of themes can not be upgraded and pose a security risk.
- Yes
- No
- I'm not sure
Do you want us to update your theme?
If you purchased your theme from a third-party vendor (woothemes.com, themeforest.net, templatemonster.com) then we can download the latest version and update it for you.
- Yes
- No
- I'm not sure
Themes to NOT update
Please list all themes that you do not want us to update. For example, if you or your developer downloaded a theme and then customized it without using child themes then we will not be able to easily update your theme to the latest version.
Theme Website
If you purchased your theme from a website such as themeforest.net, woothemes.com, templatemonster.com, etc. then we will need the URL, username, and password in order to download the latest theme and update it on your website.
Theme Website Username
Theme Website Password

Questions about your Plugins
You probably have lots of plugins installed on your site. These questions will help us determine which plugins we can/should update and which we should leave alone.
Plugins to NOT update
Please list all of the plugins that you do not want us to update. Any plugin that was downloaded from a third-party vendor and then customized by a developer would be excluded from our maintenance packages. If we tried to update these custom plugins to the latest version it would likely cause that feature on your website to stop working or it may cause your entire website to stop working altogether. We will make a small adjustment to the version number on your customized plugins so that they are excluded from the update list going forward.
Plugin Credentials
If you purchase premium plugins from third-party websites and would like us to download and update them then please list the URL, username, and password for each plugin. Your credentials are sent over a secure connection.

Search Engine Marketing
If you purchased a package with Search Engine Marketing then please list several keywords and phrases that you want to monitor.

Social Media Monitoring
If you purchased a Social Media Monitoring package please list your Twitter, Facebook, and Google+ credentials here.

Critical Transaction Monitoring
Critical transaction monitoring is used to make sure that the "happy path" always works. The "happy path" is the path that most of your customers take in order to complete your primary goal (e.g., signing up for your newsletter, ordering something, contacting you). Every 30 minutes we will have an automated system visit your site and run through your "happy path" to mimic a typical user. We will need to know the path that you want to monitor so please describe it in the space above. For example, a user visits your home page, clicks on your store, views your most popular product, adds it to their cart, and clicks checkout.

Questions about your Theme