Web Sites Getting Started Guide

Transcription

1 Web Sites Getting Started Guide Last Updated: November 14, 2007

2 INTRODUCTION...4 The Management Console...5 Logging Into The Management Console...6 Troubleshooting Login Problems...9 Web Site Options...10 Custom Domain Names...10 Purchasing a New Domain Name...11 Setting Up an Existing Domain Name...12 Styles...14 Selecting a Style...14 Logos...15 Setting Up a Text Logo...16 Setting Up a Graphic Logo...17 Merchant Accounts...18 Applying for a Merchant Account...19 Applying for a Gateway Account...19 Web Site Content...20 Tabs and Pages...20 Adding a Tab or Page...20 Editing a Tab or Page...24 Deleting a Tab or Page...26 Renaming a Tab or Page...26 Adding an Image to a Tab or Page...28 Deleting an Image from a Tab or Page...32 Adding a Background Color to a Tab or Page...34 Hyperlinks...36 Creating a Text or Image Hyperlink...36 Image Galleries...38 Adding an Image Gallery...39 Displaying an Image Gallery as a Tab or Page...41 Forms...45 Creating or Editing a Form...45 Placing a Form on a Tab or Page...46 Viewing and Working With Form Data...48 Creating a Custom Mailing from Form Data Domains (Server Side)...52 Setting Up an Domain Accounts (Server Side)...53 Adding an Account Programs (Client Side)...56 Setting Up Microsoft Outlook (Client Side)...57 Setting Up Microsoft Outlook Express (Client Side)...60 Troubleshooting Connections...64 Sending

3 Receiving or Sending Creating An Account...68 Online Store...69 Store Options...69 Setting Up a Store Tab or Page...70 Setting Up Store Options...71 Payment Options...73 Setting Up Payment Options...73 Tax Options...75 Setting Up Tax Options...75 Shipping Options...76 Setting Up Shipping Options...77 Departments...79 Adding a Department...79 Sizes, Shapes, and Colors...80 Adding a Size, Shape, or Color...81 Products...82 Adding a Store Product...82 Storefront Page...83 Setting Up a Storefront Page...85 Orders...87 Processing an Order

4 INTRODUCTION The Getting Started Guide is organized into sections and is intended to be used as a reference. This guide is available in its entirety which you are currently reading or through individual sections. This guide is not intended to be read from beginning to end, unless of course the reader chooses to do so. However, before continuing with this guide it is recommended that the user be familiar with the following topics: The Management Console Logging Into the Management Console Troubleshooting Login Problems These topics follow this Introduction. Also note that the procedures in this guide require you to log into the Management Console of your Web site so it is especially import to review this entry if you are not familiar with this process. Each section of this guide contains overview information regarding the topics that are covered within the section. These overviews are followed by procedures that describe how to perform the tasks described in the overviews. You can use the overviews to determine if the section contains the information you need; or, if you are already familiar with the Internet and creating Web sites you may be able to skip the overviews and peruse the procedures to find the information you are looking for. We appreciate any comments you may have regarding this guide. If you have comments you would like to share with us or suggestions for improving this guide, them to support@innuity.com with the Subject line of: Getting Started Guide Comments. 4

5 The Management Console The Management Console is where you manage your Web site s options and content. The Management Console is divided into two areas, Working With My Options and Working With My Site. The Working With My Options area is where you set up and work with the general options of your site, such as your site s account information. The Working With My Site area is where you set up and work with your site s content. The Working With My Options area contains two tab views, My Site and My Team. You can click the My Site or My Team tab to change between these views. The My Site area provides links for setting up the following site functions described in this guide: Styles, Logos, Forms, and online Store (for sites with E-Commerce abilities). The My Team area provides links for setting up the following site functions described in this guide: Domains and Accounts. The Working With My Site area shows a grid of your site s content, or its Tabs and Pages (discussed later in this guide). A Help? Icon is available in the Management Console which you can click to display additional information about using the Management Console and the functions described in this guide: Back, Update, and Finish icons are also available in many screens when working in the Management Console. Clicking Back takes you back a screen without saving any changes you may have made. Clicking Update saves any changes you may have made and keeps the current screen displayed. Clicking Finished saves any changes you may have made and closes the current screen. Note: The Management Console and its functions for creating Web site content are designed for use with a PC (Personal Computer) running the Microsoft Windows Operating System and the Internet Explorer or Netscape Navigator Web browser program. Although the functions for creating site content may work with a Macintosh computer, no guarantees are made in these regards. For use with a Macintosh, the best results have been found with the Operating System version 10 and higher, using the Mozilla Firefox for the Mac Web Browser program. 5

6 Logging Into The Management Console The procedures in this guide require that your computer is connected to the Internet. Through this connection you must also be logged into the Management Console of your Web site. To do so, you log in as the site s Administrator, as follows: 1. View your Web site by entering the domain name of the site in the Address area of the Web browser program in use, such as Internet Explorer. The domain name to enter is similar to: yourbusinessname.reseller.com. (Note that reseller varies depending on where your Web site hosting was purchased.) This domain name is included in the Welcome sent after signing up for a Web site. 2. Click the Login link located at the top- or bottom-portion of your site. This link is often located near the site s Search field: The following Login screen is displayed: 3. Enter the Administrator User Name and Password in the appropriate fields. This name and password are provided in a Welcome message sent to you after signing up for your Web site, or when you were notified that Customer Design 6

7 Services had completed creating your site. These fields are not case-sensitive. 4. Click Submit. 5. After logging in as the Administrator, an additional link is shown on your site called Admin. This link is usually found below or to the right of the other Tab links on the site such as Home, About Us, and Contact Us, or at the bottom of the Web browser window. The following image shows the Admin link: 6. Click the Admin link to open the Management Console and perform the procedures described in this guide. To close the Management Console, click any of your sites regular navigation links such as Home, About Us, or Contact Us if they are available, or close the Browser program in use to view your site. The following picture shows the Management Console with the My Site tab selected in the Working With My Options area: 7

8 The following picture shows the Management Console with the My Team tab selected in the Working With My Options area. When this tab is selected, the Working With My Site area is replaced by the Working With My Team area which shows information about the accounts set up for the Web site: 8

9 Troubleshooting Login Problems Firewall programs may prevent additional windows such as your Web site s Login window from opening. These programs may need to be temporarily disabled in order to log into your site. Firewall programs may be found in the Control Panel or on the computer s Task bar and contain an option to be disabled. If available, see the Help file of your Firewall program for more information on locating and disabling its functions. Another common remedy for Login problems is to clear the stored cache settings of the Browser program you are using to view or log into your Web site. The option to do this is generally found from the browser s Tools then Internet Options menu, but will vary depending on the browser program in use. If you have further questions or need further assistance in this matter, contact Technical Support at (866) , Monday through Friday between 6am and 6pm Pacific Time. 9

10 Web Site Options Review this section to learn how to purchase or set up an existing custom domain name, select a style, add a logo, or set up a Merchant Account for your Web site. Custom Domain Names A domain name is a name that users enter in their Web browser s Address area to visit your Web site. When your Web site is first created, its full domain name is yourbusinessname.reseller.com. (Note that reseller will vary depending on where your Web site hosting was purchased.) A custom domain name is a name that does not include reseller. In general, reseller is a placeholder until you select a custom domain name, although you could keep this full name including the reseller part as your main domain name if that meets your needs. Note: If you plan to use your Web site s features, a custom domain is required. Note: In the full domain name example above, yourbusinessname.reseller.com, the parts of this name break down as follows: com - is the first, or top-level domain name reseller - is the second-level domain name behind.com yourbusinessname - is a sub-domain of.reseller If you wish to purchase a custom domain name you can do so through the Management Console. The domain name to purchase needs to be available. For instance, you could not purchase the domain name IBM.COM or PILLSBURY.COM as they are already taken. The procedure Purchasing a Domain Name provides instructions on this process. If you already own a custom domain name or purchase one outside of the Management Console you need to set up this domain name to work with your Web site. To do so, you notify the domain name s Registrar and give this company the server Names for where your Web site is stored. When users then enter the domain name in their Web browser, the browser takes them to this server. Once the Web browser is directed to this server, the browser needs to know what Web site to display. This is the second part of setting up an existing domain name to associate your domain name with your Web site. 10

11 Purchasing a New Domain Name 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Options area make sure the My Site tab is selected. 3. Under Working With My Options click My Account. 4. Under My Account Options click Domain Names. The following screen is displayed: Note: The Preferred Domain Name field appears at the bottom of this screen only if at least one New Domain Name or Existing Domain Name has been set up for the site. If one or more such domain names have been set up for the site, you should select in this field the main domain to use for Search Engine purposes. 11

12 5. In the Register a Domain area click Register a Domain. 6. In the Enter a Domain Name field enter the name of the domain you wish to purchase, minus spaces or special characters. You do not enter the name s extension, such as.com in this field. 7. In the.com list to the right of the domain name, click the drop-down button then select the Top Level Domain name extension (.com,.net, etc.) you wish to use for the domain name. Note: You must select one of these extensions other extensions are not an option. 8. Click Search. A screen is displayed indicating whether the domain name you entered is available. 9. If the domain name is available perform the following: Complete any on-screen instructions for setting up an account and purchasing the domain name. If asked for a user name and password, note that you should enter a new name and password for the domain account. You do not enter the user name and password for accessing your Web site s Admin area. If the domain name is not available perform the following: Complete any on-screen instructions for entering a new domain name to search for to see if it s available. Setting Up an Existing Domain Name If your services are hosted by another company and you intend to keep that service for your use, see the Note in Step 5 below. 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Options area make sure the My Site tab is selected. 3. Under Working With My Options click My Account. 4. Under My Account Options click Domain Names. The following screen is displayed: 12

13 Note: If your services are hosted by another company and you intend to keep this service, have your Registrar leave the domain name s Mail exchange, or MX Records directed to its current location and direct only the Domain Name s A Record to your Web site s servers. In this instance, direct the A Record to the following IP Address: Do not direct the domain to ns1.innuitydns.com and ns2.innuitydns.com. 5. In the Set Up Your Existing Domain Name area, note the server Names in Step 1: ns1.innuitydns.com and ns2. innuitydns.com. These are the server Names to provide to the company acting as the Registrar of your domain name. You shouldn t need to provide the IP Address for each server Name but they are shown as well. Inform the Registrar that you want your domain name directed to these servers. If the company has a Technical Support number you may be able to contact the company this way; or, many Registrars have a Web site where you can log into your domain name s account and change its server settings online. These settings may be referred to as NS, or Name Server settings. 13

14 Note: If your domain is used for services at another company and you intend to continue using this service, have your Registrar leave the domain name s MX (Mail Exchange) Records directed to its current location and direct only the domain name s A Record to the following IP Address: Do not direct the domain to ns1.innuitydns.com and ns2.innuitydns.com. 6. In the Set Up Your Existing Domain Name area and Step 2, enter the name of your existing Domain Name, including its extension such as.com,.biz, or.org, etc., then click Add. The Domain Name is shown in the box below. If you have more than one Domain Name you can add additional names. For each Domain Name, perform Steps 5-6. If you make a mistake and enter the domain name incorrectly you can select its name then click Delete. 7. Click Finished. Styles A style determines the overall look and feel of your Web site. This includes the site s background and navigation layout. The background could include a graphic that is part of the site s look; the navigation layout includes the links that users click to view different areas of your site. Navigation links may show from left to right at the top of the site or from top to bottom along the left side of the site s content, depending on the selected layout. Also, these links could be displayed as graphic buttons, tabs, or text links, again depending on the selected layout. Selecting a Style Warning: If you had a custom site created by our Custom Design Services department, the style for your Web site has already been established. The style of your site should not be changed. The following procedure should be performed only if Custom Design Services did not create your Web site. 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Options area make sure the My Site tab is selected. 3. Under Working With My Options click Styles and Logo. 4. Under Styles and Logo Options click Styles. 5. Under Categories, click the category of the type of Style you want to set up for your site. The available Styles for the selected category are shown to the right of the Categories list: 14

15 6. Click an available Style to review. 7. Under the Style click a color from the palette of colors to use for the style: 8. If you want to keep and review the Style and color selection, click Finished. If you want to review other Styles return to step 5. Logos A logo for a Web site is another part of the site s overall look. Just as a company logo can be placed at the top of other business literature for recognition and branding, a logo can be placed at the top of your Web site to do the same. A logo can be either basic text to note the name of the business (plus optional affects to use on that text), or, a logo can be 15

16 a custom graphic created by yourself or someone else. If you use a custom graphic, the graphic s size needs to be of specific dimensions to fit within the site s selected Style. To see the size of logo to use depending on the Web site s style, visit our support site at: and click Logo Sizes by Style. Setting Up a Text Logo Warning: If you had a custom site created by our Custom Design Services department, the logo for your Web site has already been established. The logo of your site should not be changed. The following procedure should be performed only if Custom Design Services did not create your Web site. 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Options area make sure the My Site tab is selected. 3. Under Working With My Options click Styles and Logo. 4. Under Styles and Logo Options click Create/Edit Logo. The following screen is displayed: 5. In the Text: field, enter the text to display as your logo; in the Color field select the color you want the logo text to be; in the Font field select the font to use for displaying the logo text; and in the Effect field, select any effect you want for the text. Any Effect name followed by an * in this list indicates that the effect has its own color and the selection in the Color field is not used if that effect is selected. In the Logo Link: field you can enter a Domain Name s address or other location on the Web. This turns the logo into a link that users can click to go to that address. For instance, you may want to enter yourdomain.com in this field. Then, anytime a visitor clicks the logo they are taken to your site s Home page. The part of the address is not required. This field is optional. 6. Click Finished. 16

17 Setting Up a Graphic Logo Warning: If you had a custom site created by our Custom Design Services department, the logo for your Web site has already been established. The logo of your site should not be changed. The following procedure should be performed only if Custom Design Services did not create your Web site. Also note that this procedure requires that you have already created a custom graphic logo according to the size required for your site s selected Style, as defined at: and the Logo Sizes by Style topic. 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Options area make sure the My Site tab is selected. 3. Under Working With My Options click Styles and Logo. 4. Under Styles and Logo Options click Provide Your Own Logo. The following screen is displayed: 5. Click the Browse button. A window opens that lists the files on your local computer. 6. Locate and select the logo s graphic file. If you like, click Preview to see how the logo will appear. 7. In the Logo Link field you can enter a Domain Name s address or other location on the Web. This turns the logo into a link that users can click to go to that address. For instance, you may want to enter yourdomain.com in this field. Then, anytime a visitor clicks the logo they are taken to your site s Home page. The part of the address is not required. This field is optional. 17

18 8. Click Finished. Note: If you later want to remove this logo, perform steps 1-3 then click Remove Logo. Merchant Accounts A Merchant Account is needed if you have the E-Commerce Package with your Web site and you want to process credit purchases online (through your Web site). To set up a Merchant Account with a Web site, you first need to apply for a Merchant Account. Merchant Accounts are available with our Web site Bundle packages. For more information contact Sales at If you have an existing Merchant Account and want to use it with your SAMS Club Web site, there are three requirements: 1. The Merchant Account must be Internet capable. In other words, it must be able to accept Internet-based payments. Contact your Merchant Account provider for information on whether your Merchant Account is Internet capable. 2. The Merchant Account must be compatible with one of the following authorization networks: Vital FDC-Nashville Digital Courier FDR-7 Mapp (GlobalPayments Central) Paymentech-Tampa Echo Nova Network1 Contact your Merchant Account provider for information on whether your Merchant Account is compatible with one of the above networks. 3. You must use the Merchant Account with the Merchant Partners Payment Gateway. To do so, you apply for a Merchant Partners Gateway Account. This gateway encrypts the credit card data received via online purchases and transmits it to your Merchant Account Provider for deposit into your bank account. To apply for a Merchant Account contact Sales at Note: If you have an E-Commerce Package Web site and do not want to process credit cards online through an online Merchant Account, you still have the option of accepting credit card payments through your Web site you just process these transactions manually. To process manually you need to have the ability to process credit cards outside of your Web site, when the actual card is not present. This usually consists of an 18

19 MOTO (Mail Order Telephone Order) Merchant Account and a terminal device with a keypad that you can enter the credit card s number supplied by customers when they order products. Applying for a Merchant Account To apply for a Merchant Account contact Sales at Applying for a Gateway Account To apply for a Merchant Account contact Sales at

20 Web Site Content Review this section to learn how to work with your Web site s content. Working with a site s content you can add, edit, or delete information that users see when visiting the site. A Web site s content is stored in Tabs and Pages. Tabs and Pages can contain: Text, picture images, or both. A background color. Links to Web sites outside of your Web site or to other Tabs or Pages within your site. Image Galleries. A questionnaire, called a form for your Web site visitors to fill out and send you via an message. Tabs and Pages Tabs are the first level of organization for a Web site s content. Some examples of Tabs include the Home, About Us, and Contact Us links you see on many sites. Think of Tabs as the beginning levels of information or categories of a Web site s content. If a Tab requires additional information at a lower level the Tab can contain one or more Pages. For example, if a cleaning company provides services for both residential and commercial customers, a Services Tab could contain general information about the company s services. Then, separate Pages could be created below this Tab called Residential and Commercial to contain specific information describing the company s Residential and Commercial services. A site can have up to 7 Tabs. Each Tab can have up to 7 Pages for a total of 8 entries (the Tab plus its 7 Pages). This makes a total of 56 Tabs and Pages available for a site. Adding a Tab or Page 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. To add a Tab, click Add Tab at the bottom of the Management Console window; to add a Page, click Add Page to the right of the Tab to which you want to add the page: 20

21 Note: If the Add Tab icon is not included, the site has reached its maximum of 7 Tabs. If the Add Page link is not included, the Tab has reached its maximum of 7 Pages. The following screen is displayed: 3. In the Page Title: field enter the name for the Tab or Page. This is the name that is shown on the Web site for users to click and see the information for this Tab or Page. 4. Under Page Type click Content. The Management Console is displayed and now includes the name of the added Tab or Page: 21

22 5. Click the name of the added Tab or Page. The following Edit/Arrange/Delete My Content screen is displayed: 6. Click Layout. The following Edit Page Layout screen is displayed: The above Layouts determine where content can be placed on the Tab or Page. For instance, the current layout consists of two areas, a smaller column on the left and a larger column on the right. Content can consist of text, images, or both. 7. Click the desired Layout for the content of the Tab or Page. If you want just one general area to hold content, click the Layout at the top-left corner of this screen. 22

23 The Edit/Arrange/Delete My Content screen is displayed again. 8. Click Add Content. The following screen is displayed: Note: If the editing screen is too small add text after clicking the Add Content button, use the right mouse button when clicking Add Content, then select Open Link in New Window. 9. If needed, in the Content Title field enter a title for the content area. This field is optional. Content Titles work as subheadings for content areas. Whereas the name of the Tab or Page acts as the main heading, Content Titles, if used, act as subheadings for each content area of a Tab or Page. 10. In the blank area of the Add Content screen, enter the text, images, or both, for the Tab or Page. 11. Click Finished. The following screen is displayed: The added content area is noted with an Edit button, Delete button, and Positioning Arrow. If the selected Layout has more than one area, a divider line is show to note the separation of areas. You can click the Positioning Arrow to 23

24 move a Content Area to another location defined by the Layout. Also, you can change Layouts at anytime and not affect any content areas. For instance, if you switch to the full layout with a single, large area, multiple content areas would be positioned within that one area. 12. If you want to create another content area for the Tab or Page, perform steps By default, any additional content areas are added to the top-left position of the layout, pushing existing content downward. 13. Click Finished. You can click a Tab or Page outside of the Management Console to see how the added Tab or Page will be shown to your site visitors. Editing a Tab or Page 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the list of Tabs or individual Pages, click the tab or page you wish to edit: An Edit/Arrange/Delete My Content screen is displayed: 24

25 3. Do one of the following: Click the Edit button of any content area you wish to edit. An Edit Content screen is displayed: Note: If the editing screen is too small to make changes after clicking the Edit button, use the right mouse button when clicking Edit, then select Open Link in New Window. Make the desired changes then click Finished to save the changes. If you wish to leave the Edit Content screen without saving any changes, click Back. Note: You can check the View Source check box at the bottom-left corner of this screen to view, edit, or work directly with the HTML source code of this content area. The Show Hidden Elements check box enables you to view hidden elements on the page. Hidden Elements include Anchors, which can be inserted to the left of any area of text and provide an anchor to link to this text area from any Tab or Page on the site. 25

26 Click the Delete button of any content area you wish to delete. A Confirm Content Deletion screen is displayed. Click Yes if you are sure you want to delete the area. Click the Positioning Arrow of any content are you wish to move. Deleting a Tab or Page 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the list of Tabs or for an individual Page, click the X delete icon below the tab or page you want to delete: A Confirm Page Deletion screen is displayed. Click Yes if you are sure you want to delete the Tab or Page. Renaming a Tab or Page 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the list of Tabs or individual Pages, click the tab or page you wish to rename: 26

27 The following screen is displayed: 3. Click the Name icon. The following screen is displayed: 4. Enter the new name for the Tab or Page in the Current Page Title field, then click Rename. 27

28 Adding an Image to a Tab or Page Note: The filename for any image file you add should not contain spaces or special characters (!@#$%^, etc). An Error on page message may display when attempting to add such a file. Before performing this procedure, rename any filenames of this nature to remove any spaces or special characters. Any image file you add to your site also needs to be less than 5MB in size. 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the list of Tabs or individual Pages, click the tab or page you wish to add an image to: An Edit/Arrange/Delete My Content window is displayed: 3. Click the Edit button of the content area you wish to add an image to. An Edit Content window is displayed. Note: If the editing screen is too small to make changes after clicking the Edit 28

29 button, use the right mouse button when clicking Edit, then select Open Link in New Window. 4. Position the insertion cursor at the location in the content area where you want the image to be inserted, then click the Add Image icon: The following screen prompt is displayed: 5. Click the Browse button. Depending on the Browser program in use, a window similar to the following for selecting a drive location, folder, and file on the local computer is displayed: 29

30 6. Select the drive location, folder, and then image file that you want to add to the content area then click Open. The following screen prompt is displayed: 7. Click the Go button. The file is uploaded to the Web site. Depending on the file s size, this may take a few seconds or longer. Afterwards, the following screen prompt is displayed: 30

31 8. Click Finished. The following screen prompt is displayed: 9. Do one or more of the following: If you want to align the image to the left or right when shown in the content area, click the drop-down arrow for the Position Image field then make the appropriate selection. If you leave this field as the default of Inline, the image is placed in line where the insertion cursor is positioned. If you want to adjust the size of the image, click the Adjust Size link below the picture s preview. Note that this will change the size of the image file itself, not just the size of how the image is displayed. If you change a files size using this function, you would have to add the image again to revert to the file s original size. Another option is to rename the file to create a new, 31

32 separate file with the new size. Do this after clicking Adjust Size. If you want to display text in place of the image when and if a user s Browser program is set to not show picture images, insert this text in the Alternate Text field. 10. Click Select Image. The image is added to the content area: 11. If needed, position the image within the area, then click Finished. Note: If you are familiar at working with an image and its page attributes through HTML code, you can view and change the HTML code for this image after checking the View Source check box at the bottom-left area of this screen. To revert back to the original page view, remove the check from this field. Deleting an Image from a Tab or Page 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the list of Tabs or individual Pages, click the tab or page containing the image you wish to delete: 32

33 An Edit/Arrange/Delete My Content window is displayed: 3. Click the Edit button of the content area containing the image you wish to delete. The Edit Content window is displayed, and shows any images in the area: 33

34 4. Click the image to select it. A selected image is outlined with small squares to note its selection. 5. Press the Del key on the keyboard. If you use the keypad on your computer for inputting numbers, the Num Lock must be off for the Del key to delete an image. Note: You can also right-click an image then select Copy, or Cut, to copy or move a selected image to another location in the current content area, or to another content area on another Tab or Page. After copying or cutting the image, open the content area where you want to copy or move the image to, then rightclick in the area then select Paste. Adding a Background Color to a Tab or Page 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the list of Tabs or individual Pages, click the tab or page that you want to change the background color for: 34

35 An Edit/Arrange/Delete My Content window is displayed: 3. Click the Color icon. The Edit Background Color window is displayed: 4. Click the desired color for the Tab or Page then click Finished. The Edit/Arrange/Delete My Content window is displayed. Note: If you know the hexadecimal value of a specific color you want to use, you 35

36 can enter it directly in the Hexadecimal Number # field. 5. Click Finished again. Hyperlinks Hyperlinks provide an efficient way to enable site visitors to navigate from one area of your site to another. A visitor clicks a link and is taken to the area in which the hyperlink is set up to display. Hyperlinks can link from any Tab or Page on a site to another. Or, you can provide links from any Tab or Page on your site to another Web site altogether. The hyperlinks themselves or what the user clicks to link to another area or site can be text or a graphic image. You can tell if text or an image is a hyperlink by placing the mouse pointer over the text words or image. If the text or image is a hyperlink, the mouse pointer changes shapes (usually from an arrow to a hand-and-finger icon pointing to the hyperlink). Also note that text hyperlinks are often distinguished by being underlined, or by their text being set in a color different from the other text. Creating a Text or Image Hyperlink 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the list of Tabs or individual Pages, click the tab or page you wish to add an image to: An Edit/Arrange/Delete My Content window is displayed: 36

37 3. Click the Edit button of the content area you wish to add a text or image hyperlink to. An Edit Content window is displayed. 4. Select the text or image you want to be the hyperlink: 5. On the Edit Content toolbar, click the Insert Link icon. The following screen is displayed: 37

38 6. Enter the settings for the hyperlink, as follows: In the Open Link In drop-down list, select how to display the Tab, Page, or other Web site: New Window opens the link in a new instance of a browser window. New Window is commonly used when linking to an external Web site, outside of your site; This Window opens the link in the same browser window that your Web site is displayed in, but the window is new and does not include the site s logo and navigation links. This Frame opens the link in the same browser window that your Web site is displayed in and includes the site s logo and navigation links. This Frame is commonly used when linking locally to another Tab or Page within your site. Enter a Link Title for the link. This field is optional. When used, this title is displayed when the mouse pointer is hovered over the link. Select the radio button for the type of link: Select Link To to enter and link to an external web site. Select to enter the address the link should display and send an message to. Select Link To Site to select a Tab or Page on your site to link to. Select Link To Store to select a store Department or product to link to. Note: This option is only available with ECommerce Package Web sites that have a Storefront page already set up. 7. Click Link, then Finished. The Edit/Arrange/Delete My Content window is displayed. 8. Click Finished again. You can now view the Tab or Page and test the link. Image Galleries Image galleries enable you to display a gallery of images to your site visitors. These images are usually photographs but could be any image type as long as the image file is in the format of a.jpg or a.gif electronic file. Visitors click on a thumbnail (a small representation of the image) which displays the full-size image. 38

39 To place image galleries on your site you first add each gallery. The gallery is then available to display as a Tab or Page of your site. Or, the gallery could be added as a content area on an existing Tab or Page in addition to the tab or page s current content by clicking Add Features then Add Image Gallery when editing the Tab or Page. Image gallery images can also be used as the image to show for a Store product. Adding an Image Gallery 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Options area click My Uploads/Image Galleries: 3. Click Image Galleries: The following screen is displayed: 4. In the Gallery Title field enter the name of the gallery you are adding. You can change this name later if needed. 5. In the Sort Images By field select the method you want to sort, or display the images by. You can change this name later if needed. Note: A description of these fields is available by clicking the Help icon in the top-right location of the displayed screen: 39

40 6. Click Add Gallery. The following screen is displayed: 7. Click the Add Images link. The following screen is displayed: Note: A description of these fields and using the Bulk Image Upload and 40

41 Individual Image Upload is available by clicking the Help icon in the top-right location of the displayed screen: 8. Do one of the following: If you are using the Bulk Image Upload method, click the Browse button in the Zip File Fields area, select the.zip file, click Upload ZIP File, then click Save Changes at the bottom of the Image Upload Results screen. If you are using the Individual Image Upload method, click the Browse button in an Individual File Fields area to select the file to upload. Do this for each file to upload. When done click the Upload Images button at the bottom of the Add Images screen: Click Save Changes at the bottom of the Image Upload Results screen. 9. Click Finished. Displaying an Image Gallery as a Tab or Page Note: You can also add an image gallery as a content area to an existing tab or page and its current content. To do so, edit the Tab or Page then select Add Features, then Add Image Gallery, then select the type of gallery to add: Grid, Film Strip, or Single Image. Fill out the desired gallery settings then click Finished. 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. To add the image gallery as a Tab, click Add Tab at the bottom of the Management Console window; to add the gallery as a Page, click Add Page to the right of the Tab to which you want to add the gallery page: 41

42 Note: If the Add Tab icon is not included, the site has reached its maximum of 7 Tabs. If the Add Page link is not included, the Tab has reached its maximum of 7 Pages. In this case you would have to delete a Tab or Page (if in fact it is no longer needed) in order to add the Tab or Page gallery. The following screen is displayed: 3. In the Page Title: field enter the name for the Tab or Page. This is the name shown on the Web site for users to click and see the image gallery for this Tab or Page. 4. Under Page Type click Image Gallery View. The Management Console is displayed and now includes the name of the added gallery Tab or Page: 42

43 5. Click the name of the added gallery Tab or Page. The following screen is displayed: 43

44 6. Select the Gallery View Page Type, either Grid, List, or Film Strip. Note: A description of these fields is available by clicking the Help icon in the top-right location of the displayed screen: or by clicking the What s This? link to the right of this field. 7. In the All Galleries list, select the added image gallery to display on the Tab or Page then click the Add button. Note that you can select and add more than one gallery to display. The galleries are shown in the Included Galleries list. 8. Select any options you may want to change in the Thumbnail View Options, Image View Options, or Search Engine Optimization fields. Note: A description of these fields is available by clicking the Help icon in the top-right location of the displayed screen: or by clicking the What s This? link to the right of this field. 9. Click Save Changes then Finish. You can now view the gallery by clicking its Tap or Page title on your Web site. 44

45 Forms Forms enable you to gather information from your site visitors or customers. The information gathered is determined by the fields set up for the form. For instance, you could create a form to gather information such as each customer s contact information like their name, address, phone, and address, as well as gathering specific information about a product the customer is interested in purchasing. Another example is a form that enables people to let you know they are interested in receiving a product brochure or to sign up to receive a company newsletter. You can set up the form to capture information for sending the product brochure or newsletter to, such as the person s name, address, or regular mailing address. When creating a form, you also determine if the form data a visitor fills out will be sent to one or more addresses when the form is submitted. After users fill out and submit the form s data, you can view and work with this data. You can view the form to retrieve the needed information; or, you can work with and view the data by downloading it into a file that can be opened in a Spreadsheet program like Microsoft Excel. You could also create a custom mailing and send an message to people who have filled out the form. When creating a form to be used for a custom mailing, you need to be sure and create a field for gathering addresses. Creating or Editing a Form 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Options area make sure the My Site tab is selected. 3. In the Working With My Options area click My Members: 4. Click Create Edit Custom Forms. The following screen is displayed: 45

46 5. If you are creating a new form, enter the form s name in the New Form Name field. If you are editing an existing form, select the form from the Select Form To Edit drop-down list. Note: If you ever need to delete a form, select its name then click Delete. 6. Enter or edit each of the form s fields. A description of these fields is available by clicking the Help icon in the top-right location of the displayed screen: After clicking this icon, select Create a customized form? 7. When adding or editing fields, click Update to save the changes and stay in the same screen, or click Finished when you are ready to save the changes and leave this screen. You are returned to the My Members Options screen. To return to your Web site click one of its navigation Tabs. Placing a Form on a Tab or Page 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the list of Tabs or individual Pages, click the tab or page that you want to place the form on: 46

47 An Edit/Arrange/Delete My Content screen is displayed. 3. Click the Add Features icon. 4. The Add Features window is displayed. 5. Click the Add Form link: The Add Form To Page window is displayed. 47

48 6. In the Please select... drop-down list, select the name of the form to place on the Tab or Page. 7. If you want a Title to display as a heading for the form, keep the existing title or add a new one. 8. Click Finished. An Edit/Arrange/Delete My Content screen is displayed. 9. Click Finished again. Viewing and Working With Form Data 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Options area make sure the My Site tab is selected. 3. In the Working With My Options area click My Members: 4. Click Manage Custom Form Data. The following screen is displayed: 5. In the Select Form To Use drop-down list, select the name of the form to view or work with. The following screen is displayed: 48

49 6. In the Show check box for each of the form s data fields, check the box if you want to view that field s data. 7. Click Next. The following screen is displayed: The data that users have filled out for the form are displayed. You can check the Processed check box to indicate that you have already worked with, or processed an entry. With this box checked, the entry is then only shown if you select the View Processed Form Data check box. This is a way to view only new form submissions (ones that have not been processed). Click the Help icon then Manage My Custom Form Data? for more information. 8. Click Finished, then Back. Creating a Custom Mailing from Form Data Note: This procedure requires that the forms that users filled out contained a field for entering their address. 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Options area make sure the My Site tab is selected. 3. In the Working With My Options area click My Members: 4. Click Create Custom Mailing. 5. In the Select Form drop-down list, select the name of the form to use for creating the mailing list. The following screen is displayed: 49

50 6. Select the Get Address From Form Field option button, then in this field s drop-down list, select the name of the form s field for capturing addresses. 7. In the Filter Search By Field area, select the Return All Data check box. Note: If you wanted to search for specific, individual fields or addresses that your users have filled out, select one or more of the fields other than Return All Data, then click Next and enter the field criteria to search for. 8. Click Next. The following screen is displayed: The To: field is automatically filled in with the addresses users entered in the form field selected in Step 6. If you want to send the to additional recipients, enter each address after the last address in the To: field, separated by a semicolon (;). 50

51 9. In the Subject: field, enter the subject of the message. 10. In the Body area, enter the text and any other information to send in the message. 11. Click Finished. The following message is displayed: 12. Click Finished again. 51

52 Review this section to learn how to set up the features of your Web site. Note: A custom domain name is required to use these features. is used in a server and client relationship. The server entails setting up an domain and then the accounts and their passwords you intend to use. The domain and accounts are set up and stored on the remote server that stores your Web site. Once the domain name and accounts are set up, when someone sends a message to one of the addresses, the message is sent to the appropriate account. To read messages, a client program is used. A client program runs from a computer at a local location such as a user s home or office. Through an Internet connection and this client program, a user accesses their account on the remote server and retrieves, or downloads the messages sent to their account. Domains (Server Side) To use accounts with your Web site, you first need to set up an domain. The domain provides the last part of the addresses, or accounts, that will be sent to. This domain name will have the name of yourdomain.com (whatever name was set up as your custom domain). Any subsequent addresses will have the first part of the user name that you set up, for instance, JOE or SALES (if you are being discreet). The resulting addresses would be joe@yourdomain.com or sales@yourdomain.com. Note that each Web site can have only one domain name, and the domain name needs to be fully established in order for it to work. If you have recently signed up for a custom domain name, it can be up to 72 hours before the domain name is established. Setting Up an Domain Note: You must first set up a custom domain name before performing this procedure. See Custom Domain Names for more information. 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Options area make sure the My Team tab is selected: 3. In the Working With My Options area click Manage . 52

53 4. Click Domain Management. The following screen is displayed: 5. In the Domain drop-down list, select the custom domain name to use for your accounts. 6. Click Finished, then Back. Accounts (Server Side) Note: To use accounts with your Web site, you first need to set up an domain. See Domains (Server Side) and Setting Up an Domain if you have not already set up your site s Domain. After setting up an domain, you can set up the accounts for your business or personal use. accounts are set up in groups for organization. The accounts provide the first part of the addresses, or accounts, that is sent to. Your domain name determines the later part of the address, such When setting up accounts you also select the password for accessing these accounts. This password and other information are needed when setting up an program to retrieve messages from an account. Adding an Account 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Options area make sure the My Team tab is selected. 53

54 3. If a Group has not yet been created in which to place the account, click Add Group. Then under Add a New Group click Information then enter a Name for the group and if needed, a Description of the group. Click Finished, then Back to complete adding the group. Note: At least one Group must be set up for accounts. Multiple Groups are used if you want to organize accounts into categories. For instance, you may want a Group for different departments of a company such as Sales, Accounting, Development, etc. Or, if just one group is all that is needed, you may want to just name the group Accounts. 4. Click Add Employee to the right of the Group you want to add the account to: 5. Under Create a New Employee, click Information. The following screen is displayed: 54

55 6. Enter the appropriate information in each field. The fields that are required contain a red asterisk (*) to the right of them. Make a note of the Login Name and Password. You will need this information when setting up an program to retrieve sent to this account. Note: The Login Name field becomes the first part of the address for the account you are setting up. In this field, enter only the first part of the address, such as joe (it is recommended to use all lower-case letters for addresses). The domain set up in Setting Up an Domain Name is added to this name automatically. Also, it may be convenient to make the First Name and Login Name fields the same, as the First Name is used to note this account. Note: If you forget the password for a Login Name, you can view the Login Name and its associated password from the Management Console: Select My Members then Manager Users Registration Data. 7. Click Finished. The Managing Employee screen is displayed: 8. Click Employee . The following screen is displayed: 55

56 Note: If you needed the address to be different than the Login Name, you could change the address by changing the name in the Create User field. An instance where the address would be different than the Login Name is if you wanted an address to be fewer then 3 characters. Whereas a Login Name needs to be 3 or more characters, an address entered here can be fewer than 3. Only the Address changes in this instance; the Login Name remains the same. 9. Click Update. The following screen is displayed: The Forward Mail To: field is now shown. If you have an existing account such as one set up through your Internet Service Provide that you want to forward to from this account you are setting up, enter the address for that existing account in this field. If you use a forwarding address in this field, you do not need to set up an program as described in Setting Up an Program (Client Side). Instead, you receive sent to the account you just set up by accessing the as you normally do for the address entered in the Forward To field. 10. Click Finished, then Back. Programs (Client Side) Note: To use programs and send and receive with your Web site account, you first need to set up an domain and at least one account. See the sections Domains (Server Side) and Accounts if you have not already set up your site s Domain and Accounts. 56

57 After setting up an domain and your accounts, you can set up an program at your local location to read the messages sent one or more of those accounts. To log onto an account from a local location, the computer you are using must be connected to the Internet. The procedures in this section describe how to set up two of the more popular client programs, Microsoft Outlook and Microsoft Outlook Express. If you are using an program other than these, look for similar settings within that program as described in these sections. For any program you use, keep in mind the following: When setting up an program you will need to know: The address and password used when the account was set up. The incoming and outgoing mail server addresses used for the site s accounts. These addresses are the same, mail.yourdomain.com (where yourdomain.com is your custom domain name). Other settings to remember when setting up an program are: The Outgoing Mail Server settings for any of your Web site s accounts require authentication. In other words, a user name and password are required to access the account s . When setting up the Account Name field, the Program will require an entry for a field called Account, User Name, or something similar, to identify the account where it is receiving messages from. The name to enter in this field is the same as the account s address except a % sign is used in place of sign. For instance, the Account or User name entry for the JOE account would be joe%yourdomain.com. For all other areas within the Program that require an address, sign, or joe@yourdomain.com should be used. Setting Up Microsoft Outlook (Client Side) Note: The following procedure describes how to set up Microsoft Outlook If you are using a different version of Outlook, the specific steps may vary. 1. Run Microsoft Outlook. 2. Select Tools, then Accounts. The following screen is displayed: 57

58 3. Select Add a new account, then click Next. The following screen is displayed: 4. Select POP3 then click Next. The following screen is displayed: 58

59 5. Enter the User Information, Server Information (where yourdomain.com is the actual name of your custom domain), and Logon Information, then click More Settings. The following screen is displayed: 6. Click Outgoing Server. The following screen is displayed: 59

60 7. Select the My outgoing server (SMPT) requires authentication and make sure Use same settings as my incoming mail server is selected. 8. Click OK, Next, then Finished. To send and receive with Outlook, click the Send/Receive command. For more information on using Outlook, view the program s Help menu contents: Setting Up Microsoft Outlook Express (Client Side) Note: The following procedure describes how to set up Microsoft Outlook Express Version 6. If you are using a different version of Outlook Express, the specific steps may vary. 1. Run Microsoft Outlook Express. 2. Select Tools, then Accounts. 3. Click Add, then Mail: 60

61 4. In the Display Name field, enter the name to display when users receive from this account. 5. Click Next. 6. Enter the Address for the account you are setting up: 7. Click Next. 8. Enter mail.yourdomain.com for the Incoming and Outgoing mail servers: 61

62 9. Click Next. 10. Enter the Account Name and Password for the account. If you do not want to have to enter the password each time you retrieve for this account, be sure Remember Password is checked.: 62

63 Note: The Account Name is the same as the account s address, except a % sign is used instead of sign before the domain name. 11. Click Next. A message is displayed that all of the information has been entered for the account. Click Finished. 12. With the account you just created highlighted, click Properties, then click the Servers tab. The following screen is displayed: 13. Make sure My server requires authentication is checked. 14. Click Settings and make sure Use same settings as my incoming mail server is selected: 63

64 15. Click OK, OK again, then Close. To send and receive with Outlook, click the Send/Receive command. For more information on using Outlook, view the program s Help menu contents: To view the area for setting up the options for using Outlook, click Tools, then Options. Troubleshooting Connections Refer to this section if you are having trouble using your Web site s accounts. Sending Problem Mail can be received but not sent from a particular location. Possible Causes (in order of likelihood) The at your location needs to be sent out of a different port through your Internet Service Provider. To do this, set the Outgoing Mail (SMTP) port to 2525 in the program you are using. In Outlook, select Tools, Accounts, View or change existing accounts, then click Next. Highlight the account then click Change. Now select More Settings, then the Advanced tab. Now enter 2525 for the Outgoing server (SMPT), then click OK: 64

65 In Outlook Express, select Tools, then Accounts. Select the account then click Properties. Now click the Advanced tab. Now enter 2525 for the Outgoing Mail (SMPT) port setting, then click OK: 65

66 Next click OK, then Close. In an program other than Outlook or Outlook Express, look for its Outgoing Mail (SMPT) port setting and change it to See this program s Help file or other documentation for information on locating this setting. The My Outgoing Mail Server Requires Authentication setting is not selected in Outlook, Outlook Express, or other program. In Outlook, review steps 6-7 in the Setting Up Microsoft Outlook (Server Side) procedure above for selecting this setting. In Outlook Express, review step 12 in the Setting Up Microsoft Outlook Express (Server Side) procedure above for selecting this setting. In an program other than Outlook or Outlook Express, look for its Outgoing Mail Server Requires Authentication (or similarly named) setting and make sure it s selected. See this program s Help file or other documentation for information on locating this setting. Receiving or Sending Problem When attempting to send and receive , a message to enter the account s 66

67 password is displayed. The correct password is entered, but this message continues to be displayed. Possible Causes (in order of likelihood) Note that passwords are case-sensitive, meaning upper- and lower-case characters need to be entered for the password if they were entered when the account was set up. If you are positive the correct password has been entered, proceed with the following causes: The account may not have been fully configured for the Web site. To check, review the section Adding an Account. If an account cannot be created and this is not due to the name being the same as the Administrative User Name (the User Name to access the Management Console), you may need to remove then re-establish the Domain. To do so, see the section Setting Up an Domain. Set the Domain to None, click Update, then set the Domain back to the desired domain name, then click Update again. Note: An domain should be removed then re-established only if no messages exist for any account set up under the domain name, or if messages do exist for any account, they are no longer needed. The domain name may not be fully established. If you have recently added a custom domain name for your site and its Domain, the domain name may not be fully working throughout the Internet. A custom domain name may take up to 72 hours to be fully established, although you can set up a Custom Domain name as a site s Domain and configure its accounts immediately after setting up the domain. 67

68 Creating An Account Problem When attempting to create an account, the message, Error: Login name 'somename' is already taken! is displayed, although there is not an account already set up using this name. Possible Causes The name you are trying to set up is the same name as the Administrative User Name (the User Name to access the Management Console). You will have to either use a different address name, or change the User Name for accessing the Management Console. To change the User Name for accessing the Management Console, select My Account then Change Login. Once in this area, click the Help icon then Change my user name and password? if you need assistance in changing this name. The name you are trying to set up is the same name as an Address List entry. To check for the address list entry, log into the Management Console, then in the Working With My Options area select the My Team tab, Manage , then Address Lists. You ll need to delete the Address List if it is not being used, or, use a different account name. 68

69 Online Store Note: An online Store is available only with an E-Commerce Package Web site. If you do not have an E-Commerce Package site and are interested in upgrading to a Web site with an online Store, contact Sales at (866) Review this section to learn how to set up the online Store for your Web site and process orders. When setting up an online Store, you determine the Store options, Payment Options, Tax Options, and Shipping Options for selling your products or services. Once these options are set up, you create the inventory for your Store by adding the departments (or categories) for the products or services you sell, then the products themselves. Store products can have specific sizes, shapes, or colors associated with them for shoppers to choose from. After setting up the departments and products or services, these products or services are available to display on your Web site for customers to see and purchase. After customers make a purchase from your Store, an order is created which includes the customer s billing and shipping information. This billing and shipping information is used to process each order. Store Options The Store options are where you configure the general options for your Store, such as: Whether or not you accept online orders. If you require users to register on your site before they can purchase products. What text, if any, you want to display at the bottom of the Store pages users see when viewing the Store s products or services. Also in the Store Options area you determine how you want the departments and their products or services displayed to customers. For instance, do you want to display products or services in a basic List View with only an item name, list, and price, or do you have exquisite pictures for your products and want to list products by these pictures with the Image List View. Additionally, you can set up your Web site to upsell certain products when users check out of your Store. For instance, when users purchase a product you can display other products to these customers to see if they are interested in purchasing those products as well. Additionally in the Store Options area you determine if you want to send an notification to yourself or someone else when an order is submitted. Before setting up any Store options, you must first have a Store Tab or Page set up for your Web site. If a Store Tab or Page is not already set up for your Site, perform the following procedure, Setting Up a Store Tab or Page before performing the other procedures in this section. You can tell if you a Store is set up for your Site by looking for the following Tab or Page icon in the Manage tab display of your site s Management Console: 69

70 Setting Up a Store Tab or Page Note: Most Stores are set up at the Tab, or first level of a Web site. However, a Store could be set up at the secondary Page level, so this is also included in this procedure. 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. To add a Tab, click Add Tab at the bottom of the Management Console window; to add a Page, click Add Page to the right of the Tab to which you want to add the page: The following screen is displayed: 4. In the Page Title: field enter the name for the Store Tab or Page. This is the name that is shown on the Web site for users to click and see the information for the Store. Some examples of Store titles are Store, Shopping, Online Store, and 70

71 Online Shopping. 5. Under Page Type click Store. The Management Console is displayed and now includes the name of the added Store Tab or Page: You click the added Store Tab or Page to have access to the areas for setting up your online Store, as described in the remaining procedures in this section. Setting Up Store Options 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed 71

72 4. In the Change Store screen click Store Options. The following screen is displayed: 5. Fill out the desired options and fields in this screen. For more information on these options and fields, click the Help icon at the top-right area of this screen then the Change my store viewing options? and Set notification options? selections. 6. Click Finished, then Back. 72

73 Payment Options The Payment Options area is where you configure the methods of payment you will accept from customers ordering products or services from your online Store. The first option to configure is whether or not you will process credit card purchases online or manually. When processing these transactions online, a Merchant Account is required to be set up with your Web site. Refer to the sections Merchant Accounts and Applying for a Merchant Account for further information on this topic. To process credit card transactions manually, you will need to be set up with the ability to process credit cards outside of your Web site, when the actual card is not present. This usually consists of being set up with an MOTO (Mail Order Telephone Order) Merchant Account and a terminal type of device with a keypad that you can enter the credit card s number supplied by customers when they order products from your Store. Also when configuring Payment Options you determine if the CVV2 code from a credit card is required when accepting credit card payments online, as well as what type of credit cards you are accepting for Store payments. Additional payment types are also set up in this area, including whether or not the following payment types are accepted: Purchase Order Personal Check Money Order/Cashier s Check C.OD. PayPay You can also enter additional text to display to customers when they check out of your Store, such as Call to order by phone. Setting Up Payment Options 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 73

74 4. In the Change Store screen click Payment Options. The following screen is displayed: 5. Fill out the desired options and fields in this screen. For more information on these options and fields, click the Help icon at the top-right area of this screen then the Select credit card settings? and Set Up Payment Options selections. 6. Click Finished, then Back. 74

75 Tax Options The Tax Options are where you set up the tax rate charged to local customers making purchases from your Store. This is the sales tax rate for the state or locality where you are doing business. Any customers with the same state or locality address as where you are doing business are charged this local sales tax. Note: For information on what, if any requirements you have for setting up and charging taxes to customers outside of your local state or locality, contact your business tax advisor or local government agency. Sales tax rates for those locations, if used, would be set up and charged in the same manner as the local tax rate explained above. Tax Options are set up in the order of Country and then the Locality within the country. After selecting the appropriate country, a locality can be a state (in the United States), a province (in Canada), or some other region within the selected country. The word "All" can be used to denote all localities within an entire country. Two countries have a list of valid localities that must be used the United States and Canada. These are the only 2 countries with such a list. To match this list of valid localities, you can enter the standard 2-letter abbreviation for the localities, or, you can enter the entire state or province name. These abbreviations or state and province names need to be spelled correctly. When users purchase products from your Store and enter the same billing or shipping address as the country and locality set up in the Tax Options area, the sales tax percentage is added to the cost of the customer s purchase. Also in the Tax Options setup area you can determine whether or not to apply taxes based on the customer s shipping address instead of their billing address. By default, the sales tax is based on the billing address. Additionally, you can select an option indicating if the sales tax rate is also applied to the order s shipping cost. Setting Up Tax Options 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 75

76 4. In the Change Store screen click Tax Options. The following screen is displayed: 5. Fill out the desired options and fields in this screen. For more information on these options and fields, click the Help icon at the top-right area of this screen then the Add a tax rate definition? and Itemize individual taxes on an invoice? selections. 6. Click Finished then Back. Shipping Options Shipping Options are where you configure the methods for shipping products to your customers. You determine which one of the following shipping methods you will use. You determine if you are: Offering free shipping. Charging a flat rate for shipping and are basing this rate on a percentage of each customer s total order. Charging a flat fee for shipping and if so, the amount of that fee. Shipping products through standard carriers such as FedEx, United Parcel Service, and the US Postal Service, and charging these carriers rates. With the Carrier method, you select which carriers to use and make available to your customers. When customers order products, they select the carrier to use for shipping them those products. (The cost of shipping is calculated using the customer s billing or shipping address and the weight of the products being shipped.) When using the Carrier method, you also have the option of setting up a Custom Method with a specific name and price for shipping products. 76

77 Setting Up Shipping Options 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 4. In the Change Store screen click Shipping Options. The following screen is displayed: 77

78 5. Fill out the desired options and fields in this screen. For more information on these options and fields, click the Help icon at the top-right area of this screen then the Set shipping options? selection. 6. Click Finished, then Back. 78

79 Departments Departments provide a way to organize a Store s products or services into categories. You set up different departments for your products, then place your products or services within these departments. Your customers can then select a department and view the products within that department, or category. For instance, you could set up one department each called Shirts, Pants, Dresses, and Suits. Customers could view one of these departments and see only the products set up and placed in that department. If needed, departments can be multiple levels deep. For instance, you could have a department named Shirts, then other departments within Shirts named Men s Shirts and Women s Shirts. Users can click the Shirts department, then Men s Shirts or Women s Shirts to see the products in those departments. Adding a Department 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 4. In the Change Store screen click Manage Departments. The following screen is displayed: 79

80 5. Click Add New Department. 6. Fill out the desired options and fields in this screen. For more information on these options and fields, click the Help icon at the top-right area of this screen then the Create departments? selection. 7. Click Finished, then Back. Note: To edit a department, perform steps 1-4, select the appropriate department, make the desired edits, then click Update at the bottom of the screen. To delete a department, perform steps 1-4, select the appropriate department, and then click Delete at the top of the Departments: area. Sizes, Shapes, and Colors The Sizes, Shapes, and Colors feature enables you to set up different attributes for a Store s products or services. For instance, a Store may sell candles that are available in different scents or colors. In this example a customer needs to indicate the scent or color of candle they wish to purchase. The Sizes, Shapes, and Colors feature enables you to set up different attributes such as scents and colors to associate with the candle products. When customers select a candle to purchase, the customer selects the scent or color of candle they want. You then know specifically what product the customer has ordered and what product to ship. The Sizes, Shapes, and Colors attributes can be a List, a Checkbox, or a Text box, as follows: A List attribute enables customers to choose only one selection from a drop-down list of options for a product, such as a product s Large, Medium, or Small size. A Checkbox attribute lets customers choose one or any number of available options for a product. For instance, for a Store that sells gift baskets, the owner could set up a gift basket as a basic product, and then set up multiple Checkbox attributes consisting of different items that shoppers can add to the gift basket, such as different packages of fruits, nuts, or magazines. When purchasing the basic gift basket product, the 80

81 customer could choose to add any one, or all of the different items. Each additional item can have an additional cost associated with it or not. A Text box attribute enables customers to enter text to relay to you when ordering a product. For example, if you sell monogrammed towels and want to enable a shopper to enter the initials or names to be monogrammed on the towels, you can set up a Text box attribute to associate with the towel product. You could also associate more than one attribute per product, for instance, if more than one monogram name or set of initials are needed for the towels. Adding a Size, Shape, or Color 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 4. In the Change Store screen click Sizes, Shapes, Colors. The following screen is displayed: 81

82 5. Fill out the desired options and settings and fields in this screen, click Next, then fill out the additional options and fields that are displayed. Click Finished when done. For more information on the fields that are displayed, click the Help icon at the top-right area of this screen then the Create an attribute? selection. 6. Click Finished, then Back. The Sizes, Shapes, or Colors attribute now needs to be associated with the product. See Products and Adding a Store Product for more information. Products The Products area of a Web site is for setting up the products or services being sold through the Web site s online Store. You set up the details of each product such as the product s name, number, price, department, and the quantity of products or services on hand, if applicable. You also set up such information as the product s weight which is used to determine shipping costs and any Sizes, Shapes, or Colors attributes to associate with the product. The Products area is also where you enter the Description for the product and if one is used, where you upload a picture Image of the product. The product s Description and Image along with its Price and Comparison Price (if used) are displayed to customers when viewing your Store. Adding a Store Product 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 4. In the Change Store screen click Manage Products. The following screen is displayed: 82

83 5. Click Add New Product. Note: To delete a product you could select the product under the Name list, then click Delete. Similarly, if you want to edit a product you could select the product under the Name list, make the desired changes in the Details area, then click Update. 6. Fill out the desired options and fields in the Details area of this screen. For more information on these options and fields, click the Help icon at the top-right area of this screen then the Add products? selection. 7. Click Finished, then Back. Note: To edit a product, perform steps 1-4, select the product under the Name list, make the desired edits in the Details area, then click Update. To delete a product, perform steps 1-4, select the product under the Name list, then click Delete. Storefront Page The Storefront page is where you set up the main page that your customers view to see the products or services you sell. When products are listed, each product s Description, Image, Price, and other information are shown to potential customers. Also displayed for each product or service is an Add To Cart link that customers can click to add the product to their shopping cart for purchasing. The Storefront page is most often at the Tab level of information on a site, but could be at the Page level if that works best for your needs. The Storefront page can display any 83

84 combination of different Store features such as a Shopping Cart, a Department List, a Merchandise List, a Featured Merchandise list, a Top Sellers list, or any Single Item in your Store. The Storefront page often contains at least a shopping Cart in the top-left corner of the page, plus a Department List below the shopping Cart. These features are described as follows: Cart This feature displays a running tally that shows a shopper the total number of products they have added to their shopping cart for purchasing. The shopper can click the shopping cart icon for this tally at any time and be taken to the checkout screen where they can process the order for purchasing the products. The shopping Cart feature also provides an Order Status link. A shopper who has registered on your site can click this link and view the status of any purchases they have made in your Store. For unregistered shoppers, they need to provide the Order Number and the address used when making an order to view its status. Department List This feature displays a list of all Departments set up in your Store. When a shopper clicks a Department, the products that have been placed in the department are displayed for the shopper to see and purchase. Merchandise List A Merchandise List can be used to select individual products for shoppers to see. Products can be listed by numbers in order, by a bullet, or by only the product s name. Featured Merchandise This feature displays a list of products or services you want to feature on your Storefront page. When adding products to your Store, a checkbox is available to select and make a product a Featured Item. From one to five products can be displayed in a Featured Merchandise list. If more than five products are set up with the Featured Item setting, only the five most recent products set up as featured are displayed. Top Sellers A Top Sellers feature placed on your Storefront page displays just that your Store s top-selling products. If this fits your needs, you can place one of these features on your Storefront page to let customers know your Store s top-selling items. The number of top-selling products you can display are 5, 10, 20, or 25. For any items to display in this list they must first be sold. If your site is new and you want a Top Sellers list on your Storefront page, it s a good idea to wait until some products have been sold (or until you view the Store as a regular user and make simulated purchases). Single Item This feature displays a single product to your customers. Note: The Storefront page is the most common area for placing Store features. However, Store features could be placed on any Tab or Page of a Web site. For instance, you may have a Tab or Page that describes a product or service in more detail than the product Description allows. In this instance, you could add a Single Item Store feature on that Tab or Page to provide a quick link for customers to purchase this product without first moving to the Storefront page. 84

85 Setting Up a Storefront Page 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 4. In the Change Store screen click Storefront page. The following screen is displayed: Note: The above Featured Merchandise, Shopping Cart, and Department List Features were included automatically with this particular Web site. These Features may or may not be shown on your Storefront page. 5. To add a Store feature, click Features. The following screen is displayed: 85

86 6. Click Add Store. The following screen is displayed: 7. In the Please select list, select the Feature you want to add to the Storefront page. Depending on the selected Feature, different options are displayed. For more information on setting these options, click the Help icon at the top-right area of the screen. 8. Click Finished. The Feature is added to the Storefront page. You can move the Feature to a different location on the page by clicking its positioning arrows. Or, you can edit or delete the feature by clicking its respective button: You can continue adding Features by performing steps 5-8 for each feature. 9. Click Finished. 86

87 Orders The Processing Orders function is where you perform the final steps of the purchase process, which are capturing funds and shipping products. Capturing Funds If the payment for an order was made by credit card and you process credit card transactions through an online Merchant Account, only a Pre-Authorization has been done on the credit card at this point. In other words, the credit card and amount of the purchase have been approved, but no funds have been transferred to your Merchant Account. After processing the order, the transaction is complete and data is transferred to begin the process of settling the funds for the purchase into your Merchant Account. This can take up to 48 hours to complete. If the payment for an order was made by credit card and you are processing credit card transactions manually, you need to retrieve the credit card number from the Process Orders area, then use this number to process the credit card manually. Manually processing credit card transactions are typically done through a keypad device that allows you to enter the credit card numbers manually if the actual credit card is not present. If the payment for an order was made by a non-credit card method such as a Purchase Order, Personal Check, Money Order, or Cashier s Check, you need to make arrangements with this customer to send you their payment; you also need to determine if you are going to ship the products or provide the services to the customer before the payment is received. For C.O.D. payment orders, you ship the products and arrange to collect payment at that time. For PayPal payment orders, the payment transaction should have already been established with your Business PayPal Account. Shipping Products The Process Orders area on your Web site includes all of the information about each order made through your Web site. This information includes the name of the products that were purchased as well as the person s address in which to ship the products. You retrieve this information for use when shipping customers the products they ve purchased from your Store. When processing and shipping orders, you can print a receipt of the order and all of its details. There is also a Tracking Information and a Tracking Number field for each order s receipt. Using these fields you can enter the carrier used to ship the product, such as United Parcel Service, as well as a Tracking Number if provided by the carrier. This information is included on the receipt and is also included in an message you can send to the customer notifying them that their products have been shipped. The customers then have the carrier and tracking number if needed to check on the status of the shipment of their order. 87

88 Processing an Order 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 4. In the Change Store screen click Process Orders. The following screen is displayed: 5. Click Process. The following screen is displayed: 88

89 Processing Credit Card Transactions Manually When processing transactions manually and processing an order paid for by credit card, perform the following: a. Make note of the credit card number in the Card Number field or print the Process Order screen for reference (usually done by selecting File, then Print). You need this number to process this credit card purchase at your location. This is the only screen in which you can see this number. For security reasons, after clicking Finished, the Process Order screen and credit card number can no longer be viewed. b. In the Notification area, make any necessary changes to the notification that is sent to this customer, such as the Subject or Body of the message. If you want to send a copy of this to yourself, check the Cc: checkbox and make sure your correct address is entered in this field. Processing Credit Card Transactions through an Online Merchant Account If you are processing a credit card transactions through an online Merchant Account, the following message is shown at the bottom of the Process Order screen: This message indicates when a pre-authorization was done for the credit card 89