Learn how to use the WordPress Categories and Tags Converter tool to convert categories into tags and vice versa. …
If you are new to WordPress and not quite sure about the difference between WordPress post categories and WordPress post tags and how to use these to better organize and classify your content, then check out the tutorials below:
In this step-by-step tutorial, you will learn how to use the WordPress Categories and Tags Converter tool to convert post categories into tags and vice versa.
How To Convert WordPress Post Categories Into Tags And Vice Versa
Suppose your WordPress site has lots of categories that would work better as tags or that you use some tags in your content so often that these should really have been set up as post categories instead.
Let’s use an example to better understand why you may want to convert WordPress post categories into tags or tags into categories.
Let’s say that you decide to start a blog or website about dogs. Your initial plan is to write about different dog breeds, so you create many dog breed categories.
As your site grows with dog-related content, you discover that a better way to organize your content is to use categories like Dog Breeds, Dog Training, Dog Care, Dog Toys, etc. instead of posting content under individual dog breeds.
Many of your post categories would be better used as tags instead …
(WordPress Post Categories)
Creating new tags and deleting categories that are no longer required or vice versa, however, is not only time-consuming but what happens to posts that were assigned to those categories or tags? You would have to go through all your posts to change categories and reassign new tags.
A simpler way to handle the above is to convert categories into tags and vice versa using the WordPress Categories and Tags Converter tool.
Installing The WordPress Categories and Tags Converter
Before you can use the WordPress Categories and Tags Converter, you must first install the tool.
To do this, select Tools > Available Tools from your main WordPress amin menu …
(WordPress Tools – Available Tools menu)
This brings you to the ‘Tools’ screen. Click the link in the ‘Categories and Tags Converter’ section …
(Categories and Tags Converter)
You can also access the ‘Categories and Tags Converter’ tool by selecting the Tools > Import menu …
(WordPress Tools – Import menu)
Locate the ‘Categories and Tags Converter’ tool and click on the ‘Install Now’ link …
(Install Categories and Tags Converter)
Once the importer has been installed, click on ‘Run importer’ to run the tool …
Using The WordPress Categories and Tags Converter
In the ‘Import’ screen, click on ‘Run importer’ to run the ‘Categories and Tags Converter’ tool …
(Import – Run Importer)
The ‘Categories and Tags Converter’ tool provides you with two options:
Convert Categories to Tags …
(Convert ‘Categories to Tags’ screen)
And Convert Tags to Categories …
(Convert ‘Tags to Categories’ screen)
Convert WordPress Post Categories To Tags
To convert WordPress post categories into tags, click on the ‘Categories to Tags’ button …
(‘Categories to Tags’ button)
Select all the categories to convert into tags …
(Select categories to convert into tags)
Click the ‘Convert Categories to Tags’ button …
(Click ‘Convert Categories to Tags’ button)
WordPress will process the request …
(Category to tag conversion process completed!)
All posts currently assigned to the category being converted into a tag will have that tag added to the post.
To confirm that the conversion process has been carried out successfully, select Posts > Tags in the main WordPress admin menu …
(Posts – Tags menu)
The ‘Tags’ screen should display all the categories you have converted into tags …
Convert WordPress Post Tags To Categories
To convert WordPress post tags into categories, click on the ‘Tags to Categories’ button …
(‘Tags to Categories’ button)
Select all the tags to convert into categories …
(Select tags to convert into categories)
Click the ‘Convert Tags to Categories’ button …
(Click ‘Convert Tags to Categories’ button)
WordPress will process the request …
(Tag to category conversion process completed!)
When converted, all posts associated with tags being converted into a category will be assigned to that category.
To confirm that the conversion process has been carried out successfully, select Posts > Categories in the main WordPress admin menu …
(Posts – Categories menu)
The ‘Categories’ screen should display all the tags you have converted into categories …
Congratulations! Now you know how to use the WordPress Categories and Tags Converter tool to convert post categories into tags and vice versa.
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Learn how to easily add a Table of Contents to your WordPress posts, pages, and sidebar …
Do you publish lengthy posts or pages with multiple sections like user guides, tutorials, training lessons, policies, or other types of documentation where users have to scroll down the page to find what they are looking for?
Adding a table of contents (ToC) to your posts or pages can make it easier for readers to navigate your content and locate information quickly.
How To Add A Table Of Contents To WordPress Posts And Pages
A table of contents (ToC) gives your readers and site visitors a schematic overview of your content structure, making it easier to find your information.
The step-by-step tutorial below shows you how to easily add a table of contents to your WordPress posts, pages, and sidebar without touching code using a simple and free WordPress plugin.
There are many WordPress TOC plugins you can use. For this tutorial, we’ll use a plugin called ‘Easy Table Of Contents.’
Easy Table of Contents is a free WordPress plugin that lets you add a table of contents to your posts, pages, and sidebar. The plugin will automatically generates a table of contents for your posts, pages and custom post types based on how you configure the plugin’s settings and format your content headings.
To install the Easy Table of Contents plugin from your WordPress dashboard, go to Plugins > Add New and enter “TOC” into the Keyword search field (if you need help see our tutorial on installing WordPress plugins) …
(‘Add Plugins’ screen)
Locate the ‘Easy Table Of Contents’ plugin and click on the ‘Install Now’ button …
(Install Easy Table of Contents plugin)
After the plugin has been installed, click ‘Activate’ …
(Activate the plugin)
After the plugin has been installed and activated, go to Settings > Table of Contents to configure the plugin’s settings …
(Configure the plugin’s settings)
This brings you to the Table of Contents settings screen …
(Easy Table of Contents settings screen)
In the General settings section, you can specify what post type you want the table of contents to be enabled for (e.g. posts, pages, etc.), where to auto-insert a ToC, display settings, etc.
You can also choose whether to display the table of contents as hierarchical or not (i.e. nested subheadings) and whether users can toggle the visibility of the ToC when visiting your site …
(Easy Table of Contents – General settings)
The Appearance settings section lets you customize the appearance of your Table of Contents.
You can configure settings like the width of your ToC, title font size, colors, etc. The plugin includes several built-in themes to change the appearance of the inserted table of contents and you can also create your own custom ToC color scheme by selecting the Theme > Custom option and specifying colors for the border, background, title, link, hover link, etc. …
(Easy Table of Contents – Appearance settings)
The plugin also provides an Advanced settings section that lets you configure the plugin further, including what heading the plugin should include when generating a ToC …
(Easy Table of Contents – Advanced settings)
Remember to click ‘Save Changes’ to update your ToC settings …
(Save changes to update your ToC settings)
Adding A ToC To Posts And Pages
The plugin will generate a Table Of Contents for your posts or pages based on how you format your content headings using HTML tags (e.g. H1, H2, H3, etc.) …
(Add headings in your posts or pages to generate a table of contents)
Congratulations! Now you know how to add a simple and free WordPress plugin that will display a table of contents on your WordPress posts, pages, and sidebar.
"This is an awesome training series. I have a pretty good understanding of WordPress already, but this is helping me to move somewhere from intermediate to advanced user!" - Kim Lednum
Disclaimer: WordPress and its related trademarks are registered trademarks of Automattic, Inc. This site and the products and services offered on this site are not associated, affiliated, sponsored, or endorsed by WordPress, nor have they been reviewed, tested, or certified by WordPress. The owner, contributors and/or advertisers may derive financial benefit from sales of items linked to, reviewed, or advertised on this site.
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Additionally, you may want to protect your download files or content from being shared or accessed without your permission.
Downloadable Content Planning Process
Before you start sharing downloadable content online, it will help to work out a few things first.
(Downloadable Content Planning Process)
Ask these questions before adding downloadable content to your site:
Where will your download file(s) be stored?
How will your download file(s) be distributed?
Will your download file(s) or content need protection?
Who will share and distribute your file(s)?
Where Will Your Download Files Be Stored?
Downloadable files need to be stored either on your server (i.e. where your WordPress site is installed), or somewhere else (e.g. a cloud storage service).
There are many benefits to storing and distributing your downloadable files from a cloud storage location, like Amazon S3, Drop Box, etc. We’ll discuss some of these benefits later in this tutorial.
How Will Your Download Files Be Distributed?
Will anyone be able to freely access and share your downloadable content, or will they only have access to the content after completing a purchase, signing up for your newsletter, or sharing it with their friends on social media?
Will Your Download Files Or Content Need Protection?
Depending on your strategy and whether you want to make your downloadable content freely available or accessible only after users take some form of action, another thing to consider is the level of protection your content will require …
(Content Protection Level)
For example, you may want to give account or trade customers access to a downloadable discount price list. In this case, you will probably want to store the file in a private area of your site that only certain users can access, but not necessarily need to protect the file content itself.
Instances where you would need a deeper level of content protection might include the following:
Limiting the number of downloads of a file
Giving access to confidential or encrypted files that need to be unlocked with a password.
Distributing software that requires users to enter a license key to unlock and use the application.
Who Will Share And Distribute Your Files?
Another thing to consider when planning to distribute downloadable content is who will share and distribute your files.
Will users only be able to download the file from your site or will your file be available for downloading on other sites too?
Planning this aspect of the process is important because if you don’t, things can quickly become unmanageable, especially when it comes to keeping your content files up-to-date.
Now that we have looked at some of the questions and decisions you will need to make when planning to add downloadable or shareable content to your digital presence, let’s take a look at how to add, manage, and protect your downloadable content.
How To Add Downloadable Files To WordPress
As mentioned earlier, downloadable files need to be stored either on your server, or in a remote server location.
Uploading files to your WordPress Media Library is easy but it may not be the ideal way to handle downloadable or shareable files and can cause issues with your hosting, such as exceeding allowed bandwidth or exhausting server resources
For this reason, we recommend storing and distributing your files from a cloud storage service like Amazon S3, Drop Box, etc.
To learn more about the benefits of using a cloud service to store and share your downloadable files, see the opening section of the tutorial below:
WordPress lets you manage your download files right out of the box but it doesn’t have advanced management features like download password protection, tracking file revisions and the number of downloads, preventing unregistered users from accessing your files, managing and selling digital downloads and more!
You can easily add these features using file management and download management plugins like the ones shown below:
WordPress Download Manager is a free WordPress plugin that lets you manage, track and control file downloads from your WordPress dashboard. You can control access to your download files using passwords and user roles, control downloads by speed or by putting a limit on download count per user, block bots or unwanted users or spammers using Captcha Lock or IP Block feature, ask users to agree with your terms and conditions before they can download files, and even sell digital items and products.
Download Monitor is a free WordPress plugin with an intuitive user interface that lets you upload and manage, categorise and tag downloadable files, insert download links into posts and pages, display download links, track downloads, log access & show file download counts, add multiple file versions per download, and more.
This plugin also provides extensions and add-ons that allow you to integrate your downloads with remote storage accounts (e.g. Amazon S3, Google Drive, etc.), add Captcha, email lock (users need to provide their email address before they can access the download), email notifications, adding terms and condition checkboxes, CSV import and export and more.
WP Download Manager Pro is a premium WordPress files and documents management plugin for managing, tracking, and controlling file downloads. It is also an e-Commerce solution for selling digital products from your WordPress site.
The plugin includes many features for selling & monitoring file downloads like price variations, licensing, password protection, download visibility based on members roles and capabilities, hit counter, etc., as well as social locking and media streaming features.
WP-Filebase Pro is a plugin that keeps your download files structured in categories, comes with smart, mobile-responsive templates to embed files into your post or page content, and provides fast download features for users.
This plugin lets you securely sync files with an FTP server or use an extension for Dropbox, Google Drive, OneDrive, Amazon S3 (including Cloudfront), GitHub, ownCloud and others. Files remain wherever they are uplaoded and the WP-Filebase plugin handles permissions, URL signing and redirects.
Additionally, the plugin scans your files for meta data and keywords, so your actual document content becomes searchable, lets you assign individual access and upload permissions per user or user-role, prevents direct, unauthenticated file access, and protects download files stored in the cloud.
WooCommerce is a free eCommerce plugin that allows you to sell anything, anywhere. WooCommerce powers over 30% of all online stores and is built to integrate seamlessly with WordPress, giving store owners and developers complete control, endless flexibility, and access to hundreds of free and premium WordPress extensions.
WooCommerce is more than just a download file management plugin. It is a complete WordPress e-Commerce platform that lets you sell all types of physical and digital products, offer bookings, memberships, recurring subscriptions, discounts on digital downloads, and a whole lot more.
Trackerly is a complete link management and redirection tool that lets you create powerful keyword redirect links branded to your website, with advanced analytics made for marketers, and gives you complete control of your download links (see the special tip below). Trackerly is an SaaS (Software as a Service) application with a WordPress plugin.
How To Distribute And Share Downloadable Content Effectively
Consider the following scenario:
Suppose your business distributes products through different outlets. As part of your marketing strategy to increase product sales, you create an online catalog and encourage your distributors to promote it on their sites.
This should immediately bring up a few questions:
Where will you store your catalog file?
Will your distributors have access to a copy of the file so users can download it from their sites?
What happens when your catalog needs to be updated as most catalogs do?
If you store the catalog file on your server and all download links point to its server location, will you have to overwrite previous versions of your catalog when the file gets updated so users get access to the latest version? If so, what happens to the old versions?
How will your distributors be able to access older files if required?
Here is a really useful time-saving tip for managing, distributing, and sharing your downloadable content effectively …
(How to manage your downloadable content effectively)
First, you will need to set up a cloud storage service like Amazon S3 to upload and store all your downloadable files.
Copy the link of your uploaded file and use it to create a redirection link in your link management tool (see this tutorial).
This redirect link is the download link for your file. Use only this redirect link on your site and everywhere else.
When your file needs updating, all you have to do is upload the new file to your cloud folder location, overwriting the old file. Anyone who clicks on the download link will get the latest version of your file.
If you change your download file’s destination, simply change the destination URL in your link redirection tool. The download link will remain the same but users will be redirected to the new destination URL.
Let’s go through a practical example of the above method:
Let’s say you create a product catalog and name the file XYZCatalog2018.pdf.
First, upload file XYZCatalog2018.pdf to a folder on your cloud storage server (e.g. create a folder called ‘catalogs’). If you use the Amazon S3 service, the URL where your file is located would then be something like this:
Next, copy the above URL, then create a new redirection link and paste the URL from your clipboard into your redirect link’s destination. If you use a tool like Trackerly, you can create redirection links using your own domain name. So, for example, if your domain was xyzcompany.com, your redirection link would look something like this:
This is the link you will share and use everywhere for downloading your product catalog.
If you update your product catalog, just replace the old file stored on your Amazon S3 account with the updated file and everyone who clicks on the dowload link will get the new version.
Now, what if you want to create a new catalog each year (e.g. XYZCatalog2019.pdf, XYZCatalog2020.pdf, etc.)?
Here’s a simple way to haveusers download the new catalog edition instead of the old one without having to change download links:
First, upload each new catalog file to the cloud into the ‘catalogs’ folder.
The URLs for each of the above files should look something like this:
Using your link management and redirection tool, your download link for the file would still be:
Each year, however, all you would need to do is change the destination URL in your redirect link to point to the link of the latest version of your catalog …
(Easily manage and share download links using a link management tool)
With the above example, your call to action should be something generic like “Download the latest version of the XYZ catalog here …” (i.e. don’t mention the year). This way you don’t need to change anything in your posts or pages. Everything will be managed from your cloud storage folder and your link redirection tool dashboard.
Also, if users need to download previous versions of your catalog, just create an archive or repository page and add a table or create a list with links to the older files.
We hope you have found the information above on planning, adding, protecting, managing, and sharing downloadable files and content in WordPress useful.
Downloadable Content Creation Tools
Check out the tutorials below for more information on methods, tools, and resources that will help you create downloadable and shareable content:
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