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Course: 07 Ecommerce
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1
Ecommerce Settings - Getting Your Website Ready for Ecommerce
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2
Locate Ecommerce Settings in Website Settings
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3
Ecommerce System Emails, Order Receipt, Shipping Notice, etc.
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4
Credit Card Processor Account Settings
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5
Currency Type and Currency Symbol Setting for eCommerce
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6
Sales Tax Assignment by State or Province
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7
Restrict Countries You Ship To
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8
Access Your Test Credit Card Number
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9
Setting Up and Working with Your Products
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10
How to Create a New Product
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11
Product Name and Description
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12
Taxable Status Setting on Product
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13
Product List Display: Sort Order with Priority Option
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14
Hide or Show a Product on the Website with Status Setting
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15
Product Editor / Product Items Section
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16
Item Number or SKU
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17
Shopping Cart Item Description
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18
Regular Retail Price
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19
Advanced or "Early Bird" Pricing
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20
Member Discount Pricing
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21
Product Item Inventory and Tracking
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22
Product Shipping Weight Setting
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23
Product Item Images
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24
Add an Additional Item to a Product
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25
Delete an Item from a Product
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26
Preview Your Product Display as you Work
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27
Link to Preview Your Product
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28
Basic Information Field for Product Display
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29
Full Information Field for Product Display
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30
Product Featured Image
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31
Other Information Section of Product Editor
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32
Shipping Settings per Product
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33
Thank You Article to Show After Product Purchase
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34
Monitored Digital Delivery Pages
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35
Categorize Your Products with Product Categories
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36
Add an Individual Product to a Page
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37
Add Multiple Products to a Page at Once with Add List Feature
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38
Set Up Products with Multiple Items with Multiple Images - Item Specific Settings
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39
Product Items Section Full Overview
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40
Product Items Section - Item Details
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Product Items Section - Item Pricing
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42
Product Items Section - Item Inventory
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43
Product Items Section - Item Shipping Weight
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44
Product Items Section - Item Images
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45
Item Options for Multi-Item Product Display - Introduction
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46
Item Options for Multi-Item Product Display - In-Depth
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47
Monitored Digital Delivery of Content
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48
Create a New Digital Delivery Page
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49
Monitored Access Rules - Views and Duration
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50
Type of Digital Content
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51
Digital Page Options
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52
Assign Digital Delivery Page in a Product
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53
Testing and Review of Settings in Digital Delivery Pages
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54
Installment Payments and Free Trials For Products
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55
Offer Trial Periods In Recurring Billing or Installment Payment Products
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Product Installment Payment Price & Billing Cycle Length Settings
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First Product Installment Payment Date After Trial Periods End
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Ongoing Recurring Payments vs Specified Number of Recurring Payments on Installment Products
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Set the Final Payment Plan Price for Installment Payment Products
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60
Review and Test Your Installment Plan Setup
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61
Offering Discounts
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62
Advanced or "Early Bird" Pricing Discounts
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63
Member Pricing Discounts
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64
Coupon Discounts and Coupon Codes Overview
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65
Product Discounts with Rules - Volume Discount
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Product Discounts with Rules - Free Item
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67
Coupons
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Coupon Editor Name Field
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Coupon Discount Applied Only To Specific Items
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70
Coupon Discount Applied To Entire Order Subtotal
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71
General Website Discount or General Sale Coupon
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Multiple Contacts Single Use or Multiple Use Coupons
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Restrict Coupon for Use by Specific Contact
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Generate Coupon Code
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75
Set Coupon Discount Amount
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Allow Discount Stacking Yes or No
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Set Coupon Expiration Date
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Set Coupon to Active to Allow Use
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79
How to Deactivate a Coupon
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80
Introduction to Setting Up Shipping Methods
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81
Shipping Destination - Ship To Country Options
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82
Base Charge and Flat Rate Shipping
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Do Not Calculate Setting - For Flat Rate
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84
Calculate Custom Shipping Charges
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85
Set Up USPS with Online Lookup Shipping
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86
Set Up UPS with Online Lookup Shipping
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87
Set Up FedEx with Online Lookup Shipping
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88
How to Offer Free Shipping
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89
Turn Off Free Shipping on All Orders
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90
Free Shipping If Order Total is Over Specific Amount
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91
Set a Handling Fee
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92
Add a Surcharge to Shipping
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93
Shipping Methods Shipping Rules
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94
How to Perform a Test Order
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Find the Test Credit Card Number
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Get the Permalink or Link to a Product
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97
Perform a Test Order - Returning Customer Test
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98
Perform a Test Order - New Customer Create Account
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99
Review and Confirm Results of Test Order via Contact Record
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100
Introduction to Rules and Sequences for Ecommerce
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101
How to Create a New Sequence for Auto Emails
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102
Create a Rule to Subscribe Contact to Sequence with Purchase of Product
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103
Add to Member Group and Category with Purchase of a Product with a Rule
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104
Create a Rule to Register Contact for a Course with Purchase of Product
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105
Create a Rule to Register Contact for an Event with Purchase of Product
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106
Create a Rule to Add Contact to Subscription List with Purchase of Product
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107
Rules - General FAQs
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108
How to Create Orders in the Account Manager
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109
Create a New Order via Ecommerce/Orders
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110
Assign the Contact for the Order to be Sold To
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Order Editor - Add Order Items to Order
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Order Editor - Select Shipping Method
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Order Editor - Select Payment Method
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114
Order Editor - Apply Coupon Code Discount to Order
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115
Order Editor - Order Entry Submit Options
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Order Editor - Submit Order for Processing
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Create Invoice Order with Payment Plan
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118
Process a Payment Against an Invoice
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Create Invoice Order with Pay In Full and Send Payment Link To Customer
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120
Create Event Registration Order
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121
Create an Event Registration Order for Contact and Another
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Event Registration with Different Attendee than Payee
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Create a Complimentary Event Registration via Order for Accurate Sales Reporting
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124
Order Management - Fulfill, Refund and Manage Orders
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Understanding Order Status
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How to Fulfill an Order
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How to Refund or Void an Order
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128
How to Do Partial Refund for Products
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129
How to Cancel or Adjust an Ongoing Recurring Payment Order
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130
How to Do a Partial Refund on an Event Registration Order but Do Not Cancel Registration
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131
How to Refund Event Registration Orders with Return to Inventory
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132
How to Tell if a Contact is Registered for an Event
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133
Use Contact Record for Order Management
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134
Ecommerce Sales Reports
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135
Reports Basics: How to Run a Report, Navigate through the Reports Interface, and Export Report Results to Excel
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Sales by Date Summary Report
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Sales by User Summary Report
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Sales by Item Summary Report
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Sales by Order Report
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Sales By Product Event Course Object Summary Report
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141
Event Registration Order Summary Report
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142
Course Registration Order Summary Report
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143
How to Run a Query List for User Defined Reports Using Order Items as Example
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144
Introduction to User Defined Reports
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