# Custom Quicktag Editor WordPress checklist
## Volade — practical guide · July 2026

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## Phase 0 — Scoping (before install)

- [ ] Target editor identified: Classic Editor / Gutenberg + Classic block / ACF WYSIWYG
- [ ] Page builders out of scope (Elementor, Divi) — use native HTML widgets instead
- [ ] Existing AddQuicktag button inventory: _____ buttons
- [ ] AddQuicktag `.wpaq` export archived (if plugin still installed)
- [ ] Editor roles listed: __________

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## Phase 1 — Install & first preset

- [ ] Custom Quicktag Editor by Volade installed from Volade ZIP
- [ ] Plugin activated — settings redirect OK
- [ ] **Alert** or editorial pack preset applied (Presets tab)
- [ ] **Replace** option **unchecked** if AddQuicktag migration planned
- [ ] First test: draft post → Text tab → button visible

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## Phase 2 — AddQuicktag migration

- [ ] **Backup / Migrate** tab opened
- [ ] `rmnlQuicktagSettings` data detected OR `.wpaq` file uploaded
- [ ] Import run — buttons imported: _____
- [ ] Buttons reviewed: HTML, order, HTML/Visual tabs
- [ ] AddQuicktag deactivated (not deleted before editor sign-off)

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## Phase 3 — Placeholders & front CSS

- [ ] Placeholders tested: `{{year}}`, `{{post_title}}`, `{{permalink}}`
- [ ] Social share button with `{{permalink}}` validated in preview
- [ ] **Front CSS** enabled if preset classes (alerts, columns…) on public site
- [ ] Child theme: CSS override if visual conflict

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## Phase 4 — Gutenberg & team

- [ ] Gutenberg sidebar panel tested (insert HTML block)
- [ ] Classic block: Quicktags bar visible
- [ ] ACF WYSIWYG fields tested if applicable
- [ ] Editor mini-training: 15 min (presets + placeholders)
- [ ] JSON backup saved: `cqe-backup-[date].json`

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## Phase 5 — Production & agency deliverable

- [ ] Staging signed off by at least 2 editors
- [ ] AddQuicktag removed in prod after UAT
- [ ] `wp cqe status` documented (button count, front CSS)
- [ ] Client deliverable: active presets list + JSON export
- [ ] Volade account connected if > 10 custom buttons

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## Troubleshooting

| Symptom | Lead |
|---------|------|
| Buttons invisible | Check post type + role + HTML/Visual enabled on button |
| Empty AddQuicktag import | Upload `.wpaq` manually |
| Broken HTML on front | Enable Front CSS or add theme CSS |
| 10 button limit | Free Volade account = unlimited |
| No Gutenberg sidebar | Native block required — not page builder |

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volade.com/en/blog · Custom Quicktag Editor by Volade