Transcript Document

Getting Started Training Guide
A detailed guide on how to set-up your
printing storefront.
Please Note: Storefronts are compatible with
all browsers, however for optimal use of the
admin interface we recommend using
Mozilla Fire Fox or Google Chrome.
Tool Tips
Throughout the Admin Interface and Storefront Order there are tool tips that can be found by pointing your
mouse at the “?”. We strongly recommend you navigate through both systems and point at EVERYTHING as this
will help you understand what things are and what they do.
Table of Contents
• Section 1 - Email Setup
Pages 1-3
– Page 1: Outlook Setting
– Page 2: iPhone Settings
– Page 3: Android Settings
• Section 2 - Store Setup
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Page 4: Access
Page 5: Logo (Branding Images)
Page 6: General
Page 7: Theme (Site Appearance)
Page 8: Testimonials (CMS)
Page 9: CMS (Content Management System)
Page 10: Phone
Page 11: Company Variables
Pages 4-11
Table of Contents
• Section 3-Integration Settings
Pages 12-14
– Page 12: MISC (JS Management)
– Page 13: Google Analytics
– Page 14: Google Webmaster Tools
• Section 4-Customer Profile
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Page 15: Ordering at Wholesale
Page 16: Viewing Wholesale Prices
Page 17: Viewing Orders
Page 18: Customer Profile Overview
Pages 16-18
Email Set-Up: Outlook
Adding an email account to Outlook is very fast and easy. You will first go to File or Menu and then click Add
Account. Enter all of your credentials as they are shown above. (Domain = your company domain) Then click
the Advanced Settings button to the right and change all settings to match the above screenshot. Click OK or
Save which will generate a test email verifying the account. If it does not verify, please make sure all
information was entered correctly.
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Email Set-Up: iPhone
When setting up your email on your iPhone, go to Settings > Mail > Add Account > Other > Add Mail Account.
Enter your name, email address and password, then follow the prompts and fill out the screens as they are
shown above. You will need to go to Advanced. The last picture shown above are the Advanced Settings.
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Email Set-Up: Android
Above are the settings for an Android phone. Some Androids may have a different appearance, however, the
settings will be the same no matter which Android you may have. Pictured above is the Samsung Galaxy S3.
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Store Setup: Access
You will first login into your Admin Panel which can be accessed by going to:
http://admin.yourdomain.com
Login: [email protected] Password: ***** Role: Administrator.
Once you have logged in you will click on Settings in the left nav.
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Store Setup: Logo
To upload your logo click the button Manage Branding Images next to where you enter/select your domain
name under Settings. This will show a screen where you can select a logo and favicon from your desktop. After
you have selected your image, click Upload.
Your logo should be 59 pixels high and your favicon should be 16x16 pixels.
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Store Setup: General
Under your General Settings you will see many options. Everything will be set to our recommendations,
however, you are welcome to change the settings. To do so, click Edit next to the setting you would like to
change, make the change and click Save. Please be sure to point your mouse at the “?” next to each option so
you know what you’re changing.
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Storefront Settings: Theme
You control the Theme (or template) of your website from the Admin. Under Settings click Theme which will
show you with options displayed above. Click Edit and then select a theme from the drop down and click Save.
To see the theme change, visit your storefront and refresh the page. Repeat this process until you have found
the template you like.
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Store Setup: Testimonials
Under CMS located in Settings, the first option you will see is a link. Clicking this will take you to a page with a
link labeled Insert Testimonials. Clicking this link will take you to a place where you can enter text. There are
formatting options located below. (There is no spell check so we advise you copy from Word or a similar
program.) What you post in this field will be displayed under the Testimonials Tab on the main page of your
storefront.
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Store Setup: CMS
CMS is your Content Management System. It allows you to post your social links on your storefront and control
how certain aspects of your storefront are displayed to make it more unique. Click Edit then enter the link or
select the option from the drop down menu and click Save. To see the changes, visit your website and refresh
the page. The theme you have chosen will determine how these changes are displayed.
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Store Setup: Phone
You can add one or more phone numbers to your storefront. If you only have one number input, then that will
be displayed on your storefront. If you have more than one number, the toll free number will be displayed.
Click Edit then enter the phone number in the field and click Save. To see the changes, visit your storefront and
refresh the page. The theme you have chosen will determine how the changes are displayed. Your numbers will
also be displayed under “Contact”.
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Store Setup: Company Variables
Company Variables include the address of your business, your company name or any other identifying
information that you include in emails to customers and displayed on your site.
We recommend filling in every field.
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Integration Settings: MISC
MISC or JS Management are intended for the advanced user. This feature will allow you to add a snippet of
Java Script code to your storefront.
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Integration Settings: Analytics
To add Google Analytics to your storefront, change Enable Google Analytics to Yes and paste the Urchin ID. You
will NOT need the entire code, only the ID and it should appear as the example above. If you do not already
have a Google Analytics Account you must create one. If you do already have one you are simply pulling your
existing Urchin ID.
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Integration Settings: Webmaster
Visit www.google.com/webmasters/tools. Here you will select the alternate method of verification and select
HTML Tag option. This will display a snippet of code and you only need what is between the quotes (“…” see
the highlighted example above). Paste this in both fields and click Save.
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Customer Profile: Wholesale Ordering
To order products at your wholesale rates, simply login as a customer on your storefront using the exact same
credentials you use to login to your admin. This account will automatically be set to WS prices. You will be able
to track all of your orders through your admin as you can with all other customer orders.
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Customer Profile: Viewing Wholesale
For easy to view side by side price comparison, you and your customers have the ability to view prices in a grid
format from the Customer Profile. This is the best way for you to view your wholesale prices. Login to your
customer account using [email protected] which will be set to WS prices. Click on My Profile then
View My Product Prices. Clicking the category to the left will show you all available options and display prices
based on the quantities and sizes.
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Customer Profile: Viewing Orders
You and your customers will be able to view a complete order history (moving forward old system orders can
not be viewed). This will allow for easy re-ordering with the option to use the same art or to upload new art. In
this interface the order/job number, status, price, upload and re-order are displayed.
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Customer Profile Overview
The Customer Profile interface is very robust. There are many tools and features available to you and your
customers. We highly recommend going through these links and familiarizing yourself. Things to note are the
Profile Settings, which allows for the management of the information associated with the account and the
Affiliate Program, which is a referral program that gives customers in-store credit for sending you referrals.
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