ECMS Control Panel

From NewHaven Software Wiki

Revision as of 19:47, 17 February 2010 (view source) Mike snyder (Talk | contribs) (→Orders) ← Older edit		Current revision as of 18:33, 9 November 2016 (view source) Msnyder (Talk | contribs)
(43 intermediate revisions not shown)
Line 58:		Line 58:
	===SingleFeed===		===SingleFeed===
		+	* Settings
		+	** Category: How you want your products categorized by SingleFeed.  Usually the category or top-level category.
		+	** Manufacturer: You may have this data from your vendor.
		+	** Keywords: Keywords you want associated with this product in SingleFeed's data.
		+	** UPC, Model/Part Number, ISBN, Department, Color, and Size: All these can be uploaded if they are contained in one of your custom fields.
		+
		+	* Select Products
		+	** Choose from all active products, or select a limited list.
		+
		+	You will be provided with a link to your file in [[SingleFeed_file_format|this format]].  Please allow 12-24 hours for the initial file to be created.
		+
		+	===Suggested Search===
		+	This allows you to view and modify terms for the '''Suggested Search''' feature.
		+
		+	'''Note:''' You may need a template upgrade in order to use this feature.
		+
		+	To enable this feature Options >> Display Options >> Search Options >> and select '''Would you like to enable the suggested search feature?''' For more info on enabling this feature please see [[ECMS Suggested Search]].
	===URI Redirects===		===URI Redirects===
-	This allows you to create URI redirects for your store pointing old/outdated URIs to their updated locations.  The import file contains two columns - the first with the "From" URI, the second with the "To" URI.  Click [http://docs.commercev3.com/index.php/URI_Redirects here] to read the full documentation.	+	This allows you to create URI redirects for your store pointing old/outdated URIs to their updated locations.  The import file contains two columns - the first with the "From" URI, the second with the "To" URI.
	* Import URI Redirects		* Import URI Redirects
Line 83:		Line 100:
	===Template Tags===		===Template Tags===
	Template tags offer you an easy way to change the content of your pages, as well as the content of your communications to your customers. [[Image:Template_tags.jpg|thumb|Image of Template Tags. Clicking on any of the links will show you the available template tags.]]		Template tags offer you an easy way to change the content of your pages, as well as the content of your communications to your customers. [[Image:Template_tags.jpg|thumb|Image of Template Tags. Clicking on any of the links will show you the available template tags.]]
		+
		+	See [[Custom Template Tags]] for additional information on how to setup and use custom template tags.
	===Template Library===		===Template Library===
-	This is where all of the templates for your site are. Templates use [http://www.smarty.net/ Smarty] and [http://www.w3schools.com/HTML/ HTML] to control all of the visual elements of your site.	+	This is where all of the templates for your site are. Templates use [http://www.smarty.net/ Smarty] and [http://www.w3schools.com/HTML/ HTML] to control all of the visual elements of your site. For more info see [[ECMS Templates]].
	===Image Library===		===Image Library===
Line 124:		Line 143:
	==Inventory==		==Inventory==
		+	[[ECMS Product Types| Click here for more information on the eCMS product types]]
	===Edit Categories===		===Edit Categories===
	Here you can manage your categories. To edit a category just click on the category name. The two options are:		Here you can manage your categories. To edit a category just click on the category name. The two options are:
Line 140:		Line 160:
	===All Products===		===All Products===
		+	[[ECMS Product Types| Click here for more information on the eCMS product types]]
		+
	Add, remove, and edit your Products here. You can edit an existing product by clicking on it's name. The options are as follows:		Add, remove, and edit your Products here. You can edit an existing product by clicking on it's name. The options are as follows:
Line 166:		Line 188:
	===Refined Search===		===Refined Search===
		+	Create custom search options to allow your customers to find the products quickly.
	===Category Filter===		===Category Filter===
		+	Allow customers to narrow down the list of products in a category by selecting options from drop-down boxes.
		+	* Create the filter options here.
		+	* Set the keyword for each option via:
		+	** Individual product editing page.  '''OR'''
		+	** eCMS Product Import.
		+	* This can be done to create a custom grouping of semi-related products where a single sub-category is not a good fit.
	===Custom Product Forms===		===Custom Product Forms===
Line 245:		Line 274:
	===Product Discounts===		===Product Discounts===
-	Product discount tables allow you to control the number of items you offer at a discount, the discount price, and / or the percentage adjustment you desire to grant your customers who purchase the items identified within your discount table. Remember, you will need to create a product group to associate with each discount table.	+	Product discount tables allow you to control the number of items you offer at a discount, the discount price, and / or the percentage adjustment you desire to grant your customers who purchase the items identified within your discount table. Remember, you will need to create a product group to associate with each discount table. A video on this is available on our [http://www.youtube.com/watch?v=7OsgEPA04NQ YouTube Video Page].
	There are three links at the top of the '''Product Discounts''' page:		There are three links at the top of the '''Product Discounts''' page:
-	* '''Add Discount Table''' - This option will take you create a new '''Discount Table'''.	+	* '''Add Discount Table''' - This option will take you create a new '''Discount Table'''. Here you can add the discount that you want to apply and the rules for the discount.
-	* '''Edit Product Groups''' - This option will allow you to edit '''Product Groups'''.	+	* '''Edit Product Groups''' - This option will allow you to edit '''Product Groups'''. Here you can add/modify the items you want to the discount to be applied to.
	* '''Import Discount Tables/Product Groups''' - This option allows you to import a list of products or groups to apply discounts to in bulk.		* '''Import Discount Tables/Product Groups''' - This option allows you to import a list of products or groups to apply discounts to in bulk.
		+
		+	[[eCMS Product Discounts| Instructions and examples of eCMS Product Discounts.]] A video on this is also available on our [http://www.youtube.com/watch?v=7OsgEPA04NQ YouTube Video Page].
	===Product Reviews===		===Product Reviews===
		+	View pending product reviews that have not yet been approved for display on your site.
		+	* If you are configured to auto-approve product reviews (under '''Settings->Options->Product Review Options'''), reviews will never show up under this section.
	===Product Import===		===Product Import===
-	The Product Import is used to import new products to your eCMS store, or update existing products.  This can be useful to add information fields that are not currently a part of CMS, such as meta data fields.	+	The Product Import is used to import new products to your eCMS store, or update existing products.  This can be useful to add information fields that are not currently a part of CMS, such as meta data fields.  [[eCMS_Product_Import|This page]] covers the product import in much greater detail.
	===Category Import===		===Category Import===
Line 273:		Line 306:
	===Category Export===		===Category Export===
	This category export will export your categories in a format that is immediately importable into eCMS. There are no options for category exports other than the [http://en.wikipedia.org/wiki/Delimiter delimiter] type (comma, pipe, or tab) and what email you would like to be notified at once the export had completed.		This category export will export your categories in a format that is immediately importable into eCMS. There are no options for category exports other than the [http://en.wikipedia.org/wiki/Delimiter delimiter] type (comma, pipe, or tab) and what email you would like to be notified at once the export had completed.
-
-	===Refined Search Import===
-
	===Inventory Control===		===Inventory Control===
		+	Manually add and remove product inventory counts. You can also upload a comma delimited inventory list, if you wish.
		+
		+	====Inventory Control Import File====
		+	This is a comma-separated file with two columns; SKU and inventory count (no header row).  For example:
		+	<pre>
		+	'0002-1',10
		+	'0002-2',15
		+	'0002-3',20
		+	'0003',50
		+	'T-SHIRT',100
		+	</pre>
		+	To run the inventory import:
		+	# Browse for the file.
		+	# Enter your email address (you will receive a notification email when the import is complete, including any errors received).
		+	# Click Submit down at the bottom of the page.
	===Price Categories===		===Price Categories===
		+	Price categories allow you to set the price you want to extend to your customers associated to promotion codes or customer groups.  This section allows you to add new price categories or delete existing ones.
	===Subscription Products===		===Subscription Products===
		+	View subscription products and place subscription orders for appropriate products.
	===Vendors===		===Vendors===
		+	Add your products's vendors so that they will be notified via email when orders are placed for any of their products.
	===Recipes===		===Recipes===
		+	Manage your Recipes and Recipe Categories to give your customers delicious ideas for your products.
		+	# Add one or more recipe categories.
		+	#* (These are different from product categories!)
		+	# Add the recipe, filling out any of these fields as applicable:
		+	#* Title
		+	#* Category (select one or more)
		+	#* Image (optional)
		+	#* Ingredients
		+	#* Instructions
		+	#* Products from your site used in this recipe.
		+	# Submit the recipe when complete.
		+
		+	Although this is designed for food products and items, it could also apply to items assembled using hardware components from your site.
	===Gift Certificates===		===Gift Certificates===
Line 300:		Line 361:
	==Customers==		==Customers==
	===Search===		===Search===
		+	Search for customers who have purchased from you before (not necessarily members) by email address, first name or last name.  To change the customer groups one of the resulting customers belongs to:
		+	* Check the '''Add''' box for that customer's record in the top section.
		+	* Check the '''Add''' box for each group you want to add the customer to in the bottom section.
		+	* Click Submit.
		+	To add or remove customer groups from just one customer, it will be quicker to just click on their email address.  This brings up a popup window with Remove (for current groups) and Add (for other groups) checkboxes.
	===Groups===		===Groups===
Line 327:		Line 393:
	===Wishlists===		===Wishlists===
		+	Search for customer wishlists by customer last name or zip code.
	==Orders==		==Orders==
	===Pending===		===Pending===
	View and export all pending orders. If you have orders that have yet to be downloaded into CMS they will be displayed here. Also, if you move orders from search back to pending they will be available here. You can click on any order to view the order details.		View and export all pending orders. If you have orders that have yet to be downloaded into CMS they will be displayed here. Also, if you move orders from search back to pending they will be available here. You can click on any order to view the order details.
		+	====Export Type====
		+	You can also change the export type if you need to manually download orders. The export type should be '''CMS''' or '''Automatic CMS'''. Sometimes for troubleshooting it is necessary to change the export type to PDF or to manually download the XML. Be aware that downloading the orders outside of CMS will display credit cards in plain text and will likely put you in violation of [[PCI_Compliance| PCI]].
	===Search===		===Search===
Line 353:		Line 422:
	===Approve Wholesalers===		===Approve Wholesalers===
-		+	List of companies have requested access to the wholesale section. View their information by clicking on the company name.
		+	* '''Approve wholesalers'''
		+	*# Check the "Approve" box on the wholesaler's record.
		+	*# When you have checked off all the wholesalers you want to approve, click the Submit button at the bottom of the page.
		+	* '''Pending wholesalers''' will remain on this list until they are deleted.
	===Search Wholesalers===		===Search Wholesalers===
		+	Search for wholesalers by:
		+	* Company name
		+	* Email address
		+	* Contact last name
		+	* State
		+	* Active/inactive wholesaler status
		+	* New wholesaler requests
	===Shipping===		===Shipping===
		+	Create and edit shipping tables specific to your wholesalers' site.  These are created the same way as your site's [[ECMS_Shipping_Tables|standard shipping tables]], but apply only to wholesale customers logged into the wholesale site.
	==Marketing==		==Marketing==
	===Meta Tags===		===Meta Tags===
-	Create sets of meta tags for your site. This is designed to be used with the Gateway Pages option below.	+	Meta tags are not seen by your visitors but are used to help search engines classify your site. Your site should have at least the default set of Meta Tags. If you have the '''dynamic meta data''' ('''Options >> Display Options >> Catalog Options''') feature enabled your site will display category and product descriptions as the meta data unless you specify specific meta data for those fields. For a more detailed explanation see the [[SEO]] page on this.
		+
		+	You can setup multiple sets of meta tags for use with the Gateway Pages option below.
	===Gateway Pages===		===Gateway Pages===
Line 409:		Line 492:
	===Incentive Programs===		===Incentive Programs===
	====Affiliates====		====Affiliates====
-	Affiliates is a way to track affiliate sales through click-throughs and allow other companies or people to receive a commission for sales they generate. Affiliates are tracked through an 'affiliate code' tacked to the end of a URL. For example, if you have an affiliate named 'getpaid' then the URL would be http://www.your-site.com?a=getpaid. You would instruct your affiliates to append '?a=getpaid' to any link to your site. All hits would then be tracked and you can view reports to see how much, if any you traffic your affiliates generate for you and pay them appropriately.	+	[[Image:Ecms-affiliate-setup.JPG|thumb|left| Setting up an Affiliate]]
		+	Affiliates are a way to track affiliate sales through click-throughs and allow other companies or people to receive a commission for sales they generate. Affiliates are tracked through an 'affiliate code' tacked to the end of a URL. For example, if you have an affiliate named 'getpaid' then the URL would be http://www.your-site.com?a=getpaid. You would instruct your affiliates to append '?a=getpaid' to any link to your site. All hits would then be tracked and you can view reports to see how much, if any you traffic your affiliates generate for you and pay them appropriately.
		+
	From your eCMS control panel expand the Reporting section and click on Affiliates. Then click on the "Add Affiliates" link at the top of the page and fill out the appropriate information.		From your eCMS control panel expand the Reporting section and click on Affiliates. Then click on the "Add Affiliates" link at the top of the page and fill out the appropriate information.
Line 429:		Line 514:
	*Affiliate Section Password: If you want the affiliate to be able to login to your site and view their statistics then supply a password for them.		*Affiliate Section Password: If you want the affiliate to be able to login to your site and view their statistics then supply a password for them.
	*Retype Affiliate Section Password:		*Retype Affiliate Section Password:
		+
		+	If you have a link on your site for people to apply to be an affiliate of yours, you can manage those applications from '''Reporting >> Affiliates >> Approve Affiliates'''.
		+
		+	For an example of what your customer would see ->
		+
		+	http://www.yourstore.com/affiliate_register
		+
		+	Review and approve, assign an affiliate code, assign commission rate, or deny (delete) the applications from this screen.
		+
	===Opt-Out===		===Opt-Out===
	Displays a line item for each email blast showing the number of emails sent and the number of recipients that clicked an opt-out link.		Displays a line item for each email blast showing the number of emails sent and the number of recipients that clicked an opt-out link.

---

Current revision as of 18:33, 9 November 2016

Contents 1 Settings 1.1 Overview 1.2 Options 1.3 Shipping Tables 1.4 Shipping Groups 1.5 Tax Tables 1.6 Google Sitemap 1.7 Google Base 1.8 ChannelAdvisor 1.9 SingleFeed 1.10 Suggested Search 1.11 URI Redirects 1.12 Delete Store 1.13 New Features 1.14 Launch Checklist 2 Design 2.1 Template Tags 2.2 Template Library 2.3 Image Library 2.4 File Library 2.5 Generic Forms 3 Inventory 3.1 Edit Categories 3.2 All Products 3.3 Products By Cat. 3.4 Product Search 3.5 Refined Search 3.6 Category Filter 3.7 Custom Product Forms 3.7.1 Add a form 3.7.2 Product Selection 3.7.3 Form Fields 3.7.3.1 Subheading 3.7.3.2 Blank Line 3.7.3.3 Text Field 3.7.3.4 Radio Buttons 3.7.3.5 Text Area 3.7.3.6 Multiple Checkboxes 3.7.3.7 Single Checkbox 3.7.3.8 Drop Down Box 3.8 Product Discounts 3.9 Product Reviews 3.10 Product Import 3.11 Category Import 3.11.1 Running the Category Import 3.12 Category Export 3.13 Inventory Control 3.13.1 Inventory Control Import File 3.14 Price Categories 3.15 Subscription Products 3.16 Vendors 3.17 Recipes 3.18 Gift Certificates 4 Customers 4.1 Search 4.2 Groups 4.3 Members 4.4 Wishlists 5 Orders 5.1 Pending 5.1.1 Export Type 5.2 Search 5.3 Gift Certificate Emails 5.4 Catalog Requests 6 Wholesale 6.1 Orders 6.2 Approve Wholesalers 6.3 Search Wholesalers 6.4 Shipping 7 Marketing 7.1 Meta Tags 7.2 Gateway Pages 7.3 Email Campaigns 8 Reporting 8.1 Benchmark 8.2 Bot Tracker 8.3 Cart Abandonment 8.4 Catalog Requests 8.5 Comparatives 8.6 Email Bounce 8.7 Gateway Pages 8.8 Gift Certificates 8.9 Incentive Programs 8.9.1 Affiliates 8.10 Opt-Out 8.11 Order Detail 8.12 Product Aging 8.13 Referrers 8.14 Revenue 8.15 Sales Rank 8.16 Search Engine Placement 8.17 Search Terms 8.18 Square In. Analyzer 8.19 Tell a Friend 8.20 Visits 8.21 Wishlist Products 9 Help 9.1 Register for Training 9.2 Training Videos 9.3 Message Board

Settings

Overview

The Dashboard where you can see New Feature Release, Site Maintenance, and Quick Stats

Options

Options are where the majority of the site specific functions are set. These range from shipping and tax options, to site display options. For a detailed breakdown of the options, see the eCMS Options page.

Shipping Tables

Here you can setup and maintain site shipping tables. For a full explanation and example see ECMS Shipping Tables.

Shipping Groups

Shipping Groups are used to further limit shipping options to specific groups of customers that meet the defined criteria, such as State, Country, or product purchase type.

Tax Tables

Tax tables allow you to setup tax rates for any state or city. For more information see eCMS tax tables.

Google Sitemap

Create and edit a Site Map for submission to Google's Site Map program.

Google Base

Creates an XML file that is manually uploaded to Google Base.

If you have a Download Files link here, you have a Google Base XML file available for download. Click the link to get to the download page.

• Settings
  • Feed Title
  • Feed Description
  • Feed Expiration
  • Brand - product data field to use for Brand.
  • Product Type - product data field to use for Product Type (category or top-level category is probably best).
  • Department
  • Use special pricing? - If a product is currently on special, selecting Yes will upload this price rather than the normal retail price.
• Select Products
  • Include all active products OR
  • Include selected products only.
• Email Notification Address
  • You will receive an email at the address entered when the file is ready for download.

ChannelAdvisor

• Settings (all the settings can be left blank if you do not want to use them)
  • Manufacturer:
    • If you use this field you can set it to the field that contains the manufacturer, some people like vitamin companies, would have a manufacturer set.
  • Manufacturer Number:
    • Set to the field that contains this info, usually set to sku.
  • Brand:
    • Some people have their brands set as their categories, in this case you'd select the category, otherwise whatever field contains this information.
  • Use special pricing?
    • Yes or No - If a product is on special and 'No' is selected above, the retail price will be included in the ChannelAdvisor Data Feed.
• Select Products
  • Include all active products
    • Include all active products - meaning all products that are not set as inactive.
  • Include selected products only
    • Include only the products you select below in the datafeed.

Once the feed is set, it will update once a day and can be accessed using the URL that will appear on the bottom of the page once you click the Submit button under the "Pick Up Data Feeds" section.

SingleFeed

• Settings
  • Category: How you want your products categorized by SingleFeed. Usually the category or top-level category.
  • Manufacturer: You may have this data from your vendor.
  • Keywords: Keywords you want associated with this product in SingleFeed's data.
  • UPC, Model/Part Number, ISBN, Department, Color, and Size: All these can be uploaded if they are contained in one of your custom fields.

• Select Products
  • Choose from all active products, or select a limited list.

You will be provided with a link to your file in this format. Please allow 12-24 hours for the initial file to be created.

Suggested Search

This allows you to view and modify terms for the Suggested Search feature.

Note: You may need a template upgrade in order to use this feature.

To enable this feature Options >> Display Options >> Search Options >> and select Would you like to enable the suggested search feature? For more info on enabling this feature please see ECMS Suggested Search.

URI Redirects

This allows you to create URI redirects for your store pointing old/outdated URIs to their updated locations. The import file contains two columns - the first with the "From" URI, the second with the "To" URI.

• Import URI Redirects
  • Choose File
  • Type - the file can be comma-, tab-, or pipe-delimited.
  • Character set (leave at the default).
  • Notification email
• Export URI Redirects
  • Export Active Redirects - exports a file containing all active redirects set up for your site via this process.
  • Export Expired Redirects - exports a file containing redirects set up via this process that are more than 30 days old (and are therefore expired).

Delete Store

This will delete your store. You will probably want to avoid clicking this option.

New Features

New Features to eCMS will be listed here, including features, templates, and services.

Launch Checklist

Design

Template Tags

Template tags offer you an easy way to change the content of your pages, as well as the content of your communications to your customers.

See Custom Template Tags for additional information on how to setup and use custom template tags.

Template Library

This is where all of the templates for your site are. Templates use Smarty and HTML to control all of the visual elements of your site. For more info see ECMS Templates.

Image Library

This is where all of the images for your site are uploaded and stored. Site images will be available at http://yoursite.com/images/. The options are:

Mass Image Upload | Single Image Upload | Assign Product Images | Publish All Images | Mass Publish Images | Backup Images

• Mass Image Upload -- Use this option to upload a .zip file of images used for the site or products. There are two options as follows:
  • Upload Product Images -- Use this option to upload a .zip file containing product images (thumbnails, large, and pop-up).
  • Upload Site Images -- Use this option to upload site images for things like headers, backgrounds, etc. Site images will be available at http://yoursite.com/images/
• Single Image Upload -- Use this option to upload single site image. (Not used for product images.)
• Assign Product Images -- Use this option to assign products to images you have uploaded using the Mass Image Upload >> Upload Product Images.
• Publish All Images -- Use this option to publish all images to your live site. Images that are upload are only available in staging until you have publishes them.
• Mass Publish Images -- Use this option to selectively publish multiple images to your live site at once. Images that are upload are only available in staging until you have publishes them.
• Backup Images -- Use this option to create a .zip file of all of your images for download to your local computer.

You can also assign product images for one product at a time by going to Inventory >> All Products >> (click on the product name) >> Product Display >> Images.

File Library

You can upload files for use/download on your site here. Some examples are .js files for additional JavaScript functionality, PDF files for download, Flash Videos for streaming movies, etc.

The options are as follows:

Upload File | Publish All Files | Mass Publish Files | Backup Files

• Upload File -- Use this option to upload a file to your site.
• Publish All Files -- Use this option to publish files to your live site. Published files will be available at http://yoursite.com/downloads/
• Mass Publish Files -- Use this option to selectively publish multiple files at once to your site. Published files will be available at http://yoursite.com/downloads/
• Backup Files -- Use this option to create .zip backup of all the files on your site.

Generic Forms

Generic forms are used to collect specific information from a customer when one of the standard forms, such as the catalog request or contact form, cannot be used. Add, remove, and edit your generic forms here.

Inventory

Click here for more information on the eCMS product types

Edit Categories

Here you can manage your categories. To edit a category just click on the category name. The two options are:

Add Category | Delete Category

• Add Category -- Use this option to add new categories to your site.
• Delete Category -- Use this option to delete categories from your site.

If you click Expand All you can view all of your sub-categories. Collapse All will close all of the sub-categories and only display your parent categories.

You can adjust the order the categories display on your site by changing the numeric values in the Adjust Order column. For example, in the image notice the one in the last row instead of a six. If you click submit this category will now display first.

All Products

Click here for more information on the eCMS product types

Add, remove, and edit your Products here. You can edit an existing product by clicking on it's name. The options are as follows:

Add Product | Copy Product | Delete Product | Product Search | Product ID Finder

• Add Product -- Use this option to add additional products to your site. Note: Products added manually will not be present in CMS. You should usually add products in CMS and then upload them to the web.
• Copy Product -- Use this option to copy a product. Note: Images and electronic download information will not be copied.
• Delete Product -- Use this option to delete a product. Note: This will not delete a product from CMS.
• Product Search -- Use this option to search for a product by SKU, name, or type.
• Product ID Finder -- Use this option to display a list of products by Name, SKU, and Product ID.

Products By Cat.

In the product by category listing you are able to view, edit and remove products and sub-products from your store. Not only can you view your products, but you can manage the order in which your products and sub-products are displayed within their category the same way you can adjust the order of categories.

Add Product | Copy Product | Delete Product | Product Search

• Add Product -- Use this option to add additional products to your site. Note: Products added manually will not be present in CMS. You should usually add products in CMS and then upload them to the web.
• Copy Product -- Use this option to copy a product. Note: Images and electronic download information will not be copied.
• Delete Product -- Use this option to delete a product. Note: This will not delete a product from CMS.
• Product Search -- Use this option to search for a product by SKU, name, or type.

Product Search

Search with product name or sku or select the type of product you would like to view.

Refined Search

Create custom search options to allow your customers to find the products quickly.

Category Filter

Allow customers to narrow down the list of products in a category by selecting options from drop-down boxes.

• Create the filter options here.
• Set the keyword for each option via:
  • Individual product editing page. OR
  • eCMS Product Import.
• This can be done to create a custom grouping of semi-related products where a single sub-category is not a good fit.

Custom Product Forms

Custom product forms allow you to associate additional information with your products as well as adjusting the price. When this product is picked up by CMS the information in this form will be in the notes field.

NOTE:

• Changes to Custom Product Forms are live. There is no staging for these forms. It's best to design the form completely before associating with a product.
• You need to have the following smarty code where you'd like the form to show up. Generally in the product.tpl or the default_product.tpl files:

  {include file="custom_form.tpl"}

Add a form

• Click Add Form
• On the next page enter a name for this form in the Form Name field
• Click Add New Form - you will be taken to the form page

Here you can add the fields you would like to have on the product page (see below for more details on form fields). Once you finish adding the form fields you'll need to associate products with this form.

Product Selection

• Click Product Selection
• On this page select the products that should be associated with this form
• Click Submit when finished

Form Fields

Subheading

• Subheading Text: Brief text to describe a section

Blank Line

• Used as a spacer in the form, adds a blank line

Text Field

• Label: A label for this text field
• Size of Text Field: How large the text field will be
• Maximum Length of Text Field: The maximum number of characters the text field can hold
• Is this a required field?: Make the field required
• How should this field be validated?: Select the proper validation based on the following list.
  • Letters only: Will only validate alphabetic characters, no numbers/symbols/spaces
  • Numbers only: Will only validate numbers, no alphabetic/symbol/space characters
  • Letters and Numbers only: Will validate alphanumeric characters, no spaces
  • Sentence: Validates any alphanumeric text including spaces and symbols. Basically if you want a combined first/last name field, or an Address1 field, those are considered "sentence" fields.
  • Paragraph: Validates any alphanumeric text including spaces, symbols, and multiple lines.
  • Money: Will validate numeric values with a decimal place. No symbols.
  • Web Address: Will validate a URL, http://www.example.com to just example.com
  • E-mail Address: Will validate email addresses
  • Phone Number: Will validate phone numbers
  • Zip Code: Will validate a zip code including zip+4
• Default Field Value: The fields starting value, keep this blank if no default value is needed.

Radio Buttons

• Label: A label for this field
• Is this a required field?: Make the field required
• Radio Options: A list of options to display, one per line
• Price Adjustments: A list of options, one per line, corresponding to the radio options entered above that will dynamically adjust your product price. Enter the values like +1.00 to add a dollar to the price, and -.050 to subtract 50 cents from the price.
• Default Value: Which of the above options should be initially selected, enter the same name as the desired Radio Option when the form is loaded this option will start selected.

Text Area

• Label: A label for this text field
• Number of Columns: How wide the box will be by the number of characters to display. I.E. a value of 30 will be a box 30 characters wide.
• Number of Rows: How tall the box will be in rows. I.E. a value of 4 will allow for 4 lines of text.
• Is this a required field?: Make the field required
• How should this field be validated?: Select the proper validation based on the following list.
  • See Text Field Validation above for a description
• Default Field Value: The fields starting value, keep this blank if no default value is needed.

Multiple Checkboxes

• Label: A label for this field
• Is this a required field?: Make the field required
• Checkbox Options: A list of options to display, one per line
• Price Adjustments: A list of options, one per line, corresponding to the checkbox options entered above that will dynamically adjust your product price. Enter the values like +1.00 to add a dollar to the price, and -.050 to subtract 50 cents from the price.
• Default Value: Which of the above options should be initially checked, enter the same name as the desired Checkbox Option, one per line, when the form is loaded these options will start checked.

Single Checkbox

• Label: A label for this field
• Is this a required field?: Make the field required
• Checkbox Option: The value of this check box
• Price Adjustments: Enter a value that will dynamically adjust your product price. Enter the value like +1.00 to add a dollar to the price, or -.050 to subtract 50 cents from the price.
• Default Value: If you want this box checked by default enter the same name you entered in Checkbox Option above, otherwise leave this blank.

Drop Down Box

• Label: A label for this field
• Is this a required field?: Make the field required
• Drop Down Options: A list of options to display, one per line
• Price Adjustments: A list of options, one per line, corresponding to the drop down options entered above that will dynamically adjust your product price. Enter the values like +1.00 to add a dollar to the price, and -.050 to subtract 50 cents from the price.
• Default Value: Which of the above options should be initially selected, enter the same name as the desired Drop Down Option when the form is loaded this option will start selected.

Product Discounts

Product discount tables allow you to control the number of items you offer at a discount, the discount price, and / or the percentage adjustment you desire to grant your customers who purchase the items identified within your discount table. Remember, you will need to create a product group to associate with each discount table. A video on this is available on our YouTube Video Page.

There are three links at the top of the Product Discounts page:

• Add Discount Table - This option will take you create a new Discount Table. Here you can add the discount that you want to apply and the rules for the discount.
• Edit Product Groups - This option will allow you to edit Product Groups. Here you can add/modify the items you want to the discount to be applied to.
• Import Discount Tables/Product Groups - This option allows you to import a list of products or groups to apply discounts to in bulk.

Instructions and examples of eCMS Product Discounts. A video on this is also available on our YouTube Video Page.

Product Reviews

View pending product reviews that have not yet been approved for display on your site.

• If you are configured to auto-approve product reviews (under Settings->Options->Product Review Options), reviews will never show up under this section.

Product Import

The Product Import is used to import new products to your eCMS store, or update existing products. This can be useful to add information fields that are not currently a part of CMS, such as meta data fields. This page covers the product import in much greater detail.

Category Import

The Category import can be used to import new categories into eCMS, or to update information in existing categories (for example, meta title/description information).

A few details:

• URLName is used if you want to be able to link to the category by a named URL instead of /category/<catID> (for example, using /category/dogfood). The field should contain only the name, without any slashes or other directory information ('dogfood', in our example), and must be a unique name in that store. Spaces are prohibited! (Underscores or hyphens are fine)
• Either Name or ID must be present. If using Name, the full category "tree" must be present in this format: Main~SubCat~SubCat2~...FinalCat.

Running the Category Import

1. Click Inventory->Category Import.
2. Browse to the file you want to import.
3. Set the notification email and click Submit.
   • If you get a response other than "thanks for the file, we'll email you when it's done", your file has a formatting error. Double-check your file and try again.

Category Export

This category export will export your categories in a format that is immediately importable into eCMS. There are no options for category exports other than the delimiter type (comma, pipe, or tab) and what email you would like to be notified at once the export had completed.

Inventory Control

Manually add and remove product inventory counts. You can also upload a comma delimited inventory list, if you wish.

Inventory Control Import File

This is a comma-separated file with two columns; SKU and inventory count (no header row). For example:

'0002-1',10
'0002-2',15
'0002-3',20
'0003',50
'T-SHIRT',100

To run the inventory import:

1. Browse for the file.
2. Enter your email address (you will receive a notification email when the import is complete, including any errors received).
3. Click Submit down at the bottom of the page.

Price Categories

Price categories allow you to set the price you want to extend to your customers associated to promotion codes or customer groups. This section allows you to add new price categories or delete existing ones.

Subscription Products

View subscription products and place subscription orders for appropriate products.

Vendors

Add your products's vendors so that they will be notified via email when orders are placed for any of their products.

Recipes

Manage your Recipes and Recipe Categories to give your customers delicious ideas for your products.

1. Add one or more recipe categories.
   • (These are different from product categories!)
2. Add the recipe, filling out any of these fields as applicable:
   • Title
   • Category (select one or more)
   • Image (optional)
   • Ingredients
   • Instructions
   • Products from your site used in this recipe.
3. Submit the recipe when complete.

Although this is designed for food products and items, it could also apply to items assembled using hardware components from your site.

Gift Certificates

Use this to create a list of gift certificate codes of a specific value. You can then manually email these codes to customers or use them for your own pre-printed gift certificates.

• Value
• Days Available (0 for unlimited)
• Quantity Needed OR
• Import File (import a text file with one gift code per line instead of putting a quantity)
• Log Note (for your reference)

After clicking Create Gift Certificates, the page will refresh with a link for you to download a file containing the gift certificate codes.

Customers

Search

Search for customers who have purchased from you before (not necessarily members) by email address, first name or last name. To change the customer groups one of the resulting customers belongs to:

• Check the Add box for that customer's record in the top section.
• Check the Add box for each group you want to add the customer to in the bottom section.
• Click Submit.

To add or remove customer groups from just one customer, it will be quicker to just click on their email address. This brings up a popup window with Remove (for current groups) and Add (for other groups) checkboxes.

Groups

For a detailed example see Examples of using Customer Groups/Promo Codes.

Members

For a detail example see What is the members section?

You can set various member options in Options >> Member Options. These include:

• Would you like to require approval before a customer can become a member? -- If set to Yes then you will need to approve all members by going to Customers >> Members. If set to No then all members will be auto-approved.
• What is the to address to inform you of a new member request? -- What email address would you like to receive new member request at.
• What is the from address for the email that notifies your customers once they are approved? -- The address you would like to have reply to member approvals with. Can be the same email address as the new member requests.

Reminder Service: you must edit the email message in reminder_service_email.tpl and enter the subject and from email below.

• What is the from address for the member reminder service? -- What email address you would like to use to send out reminders to members.
• What is the subject of the reminder service email? -- Subject for the reminder email.

Reminder Service Default Events

• Add New Reminder Service Event: -- Select the name and date of your reminder/event.

Note: You can allow only members to use payment options other than credit cards by going to Options >> Payment Options >> Payment Options >> Only allow members to use payment methods other than credit card. In order to prevent a customer from abusing this you may want to use this option only if you require members to be approved first.

For a detail example see What is the members section?

Wishlists

Search for customer wishlists by customer last name or zip code.

Orders

Pending

View and export all pending orders. If you have orders that have yet to be downloaded into CMS they will be displayed here. Also, if you move orders from search back to pending they will be available here. You can click on any order to view the order details.

Export Type

You can also change the export type if you need to manually download orders. The export type should be CMS or Automatic CMS. Sometimes for troubleshooting it is necessary to change the export type to PDF or to manually download the XML. Be aware that downloading the orders outside of CMS will display credit cards in plain text and will likely put you in violation of PCI.

Search

Here you can search for previously placed orders. You can search by:

• Order ID - Supply the Order Number.
• Date Ordered - Use the Date Range (mm/dd/yyyy) to search for orders.
• Ship On Date - Use the Date Range (mm/dd/yyyy) to search for orders.
• User's Last Name - Use the User Last Name to search for orders.
• User's Email Address - Use the Users Email Address to search for orders.

Gift Certificate Emails

Any pending emails for digital gift certificates will be displayed here.

Catalog Requests

Any catalog requests that have yet to be downloaded into CMS will be displayed here.

Wholesale

Orders

Shows a list of all unprocessed (pending download) wholesale orders, and gives the option to download/export them.

Approve Wholesalers

List of companies have requested access to the wholesale section. View their information by clicking on the company name.

• Approve wholesalers
  1. Check the "Approve" box on the wholesaler's record.
  2. When you have checked off all the wholesalers you want to approve, click the Submit button at the bottom of the page.
• Pending wholesalers will remain on this list until they are deleted.

Search Wholesalers

Search for wholesalers by:

• Company name
• Email address
• Contact last name
• State
• Active/inactive wholesaler status
• New wholesaler requests

Shipping

Create and edit shipping tables specific to your wholesalers' site. These are created the same way as your site's standard shipping tables, but apply only to wholesale customers logged into the wholesale site.

Marketing

Meta Tags

Meta tags are not seen by your visitors but are used to help search engines classify your site. Your site should have at least the default set of Meta Tags. If you have the dynamic meta data (Options >> Display Options >> Catalog Options) feature enabled your site will display category and product descriptions as the meta data unless you specify specific meta data for those fields. For a more detailed explanation see the SEO page on this.

You can setup multiple sets of meta tags for use with the Gateway Pages option below.

Gateway Pages

Create a gateway page with its own meta information set that points to a specific area of your site. This can be used to help direct search engine keyword traffic to a particular area, or to create marketing URLs associated with a particular advertising campaign to track the campaign's effectiveness through reports.

Email Campaigns

Email campaigns provides a way to create, manage, and organize email 'blasts'. For full documentation read the pdf

Reporting

Benchmark

Use this report to find out how your store compares to other stores using CommerceV3 in regard to:

• Conversion rates (number of orders compared to site visits).
• Cart abandonment (number of sessions where product[s] are added to cart but checkout is not completed).
• Email blast conversion rate (number of email links clicked compared to number of emails sent).

Bot Tracker

Tracks which pages are being visited by these major search engines, and how frequently:

• Google
• Yahoo
• MSN
• Ask.com

Cart Abandonment

These reports track trends in cart abandonment. They can help you make changes to your site to minimize the number of people who are leaving your site before making a purchase. The definition of a cart abandoner is a visitor who adds at least one item to the cart but does not place an order.

Catalog Requests

Track catalog requests by day, month, or year. This can show you when you are your busiest, when you should plan marketing efforts, and when your holiday season begins and ends.

Comparatives

Compare current year's values to those from the previous year:

• Visitors
• Orders
• Revenue
• Average order amount

Email Bounce

Displays a line item for each email blast showing the number of emails sent and the number that bounced as undeliverable.

Gateway Pages

View the referring domain or Media Code, number of catalog requests, number of visits, orders, Sales Avg. $ per Visit, average Dollar amount per Order, and last visit by date for each of your Gateway Pages (configured under Marketing).

Gift Certificates

Use this report to track usage and issuance of gift certificates.

Incentive Programs

Affiliates

Affiliates are a way to track affiliate sales through click-throughs and allow other companies or people to receive a commission for sales they generate. Affiliates are tracked through an 'affiliate code' tacked to the end of a URL. For example, if you have an affiliate named 'getpaid' then the URL would be http://www.your-site.com?a=getpaid. You would instruct your affiliates to append '?a=getpaid' to any link to your site. All hits would then be tracked and you can view reports to see how much, if any you traffic your affiliates generate for you and pay them appropriately.

From your eCMS control panel expand the Reporting section and click on Affiliates. Then click on the "Add Affiliates" link at the top of the page and fill out the appropriate information.

• Affiliate or Program Name: Pick a unique name for this affiliate.
• Affiliate Code (used in url): This will be code on the end of the URL (http://your-site.com?a=code). Use alpha-numeric *characters to make it(a-z 0-9)easy.
• Email of Report Recipient: Who do you want to receive a copy of the report?
• Commission Rate: This is a numeric value expresses as either a flat rate dollar amount per sale, or a percentage of the total sale without tax and shipping.
• Send Monthly Email Report?: Check yes to enable this. An email will then be sent to the email addressed supplied above.
• Web Address: Affiliate's web site.
• Check Payable To: Payee
• Address 1: Address of Payee
• Address 2:
• City:
• State:
• Zip:
• Country:
• Phone:
• Affiliates can have access to their commission and statistics for the last 12 months. All you need to do is give the affiliate a password and send them to http://yourdomain.com/affiliate.
• Affiliate Section Password: If you want the affiliate to be able to login to your site and view their statistics then supply a password for them.
• Retype Affiliate Section Password:

If you have a link on your site for people to apply to be an affiliate of yours, you can manage those applications from Reporting >> Affiliates >> Approve Affiliates.

For an example of what your customer would see ->

http://www.yourstore.com/affiliate_register

Review and approve, assign an affiliate code, assign commission rate, or deny (delete) the applications from this screen.

Opt-Out

Displays a line item for each email blast showing the number of emails sent and the number of recipients that clicked an opt-out link.

Order Detail

View line items ordered on all site orders in the date range entered.

Product Aging

Shows all products in order of last update, with "stalest" products starting at the top of the list. This helps you find products that have not been updated in a long time so you can keep your product list up-to-date with your latest changes.

Referrers

Shows the amount of site traffic in the specified date range, grouped according to the referring URL (could be a search engine or an affiliated page):

• Catalog requests
• Visits
• Orders
• Sales
• Average dollar amount per visit
• Average dollar amount per order
• Last visit

Revenue

• The amounts used in the report are total order amounts
• Total order amount will include adjustments, discounts, shipping, etc.
• The report will also include free products however, it will not affect the money total

Sales Rank

Use to identify the best selling items in your inventory. This tool is useful to not only see where you are making money but also to find which items need attention in order to improve their ranking.

Search Engine Placement

This feature allows you to view the Google and Yahoo! search engine placement for you and several of your competitors. To set up this report:

1. Add the keywords you want to check against the two search engines.
2. (Optional) Add one or more competitors you want to check your ranking against.

The report runs nightly, so your updated statistics will be available each morning for review.

Search Terms

See what people have searched your site for using the built-in search functionality.

Square In. Analyzer

The square inch analyzer's primary function is to help you identify the items in your store that are under or over performing, and with that information make changes to increase your item's sales performance.

Tell a Friend

Show a list of products that customers have shared with friends using the Tell A Friend link on the product's page. This can show you which products are popular and help you decide which products to market.

Visits

Show graphs of site visits per day, month, and year.

Wishlist Products

Show a list of products that have been added to customer wishlists, and how many lists they are a part of.

Help

Register for Training

Training Videos

Message Board