IM Cloud Marketplace. Cloud Store Guide

Transcription

1 IM Cloud Marketplace Cloud Store Guide

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3 Contents Preface... 7 Documentation Conventions... 7 Typographical Conventions... 7 General Conventions... 8 Feedback... 8 Introduction... 9 System Requirements... 9 Terminology Store Purchase Scenario Redirect Screen Parameter Template Sales Category Familiarizing With Online Store Interface First Page Selecting Hosting Step Configuring Hosting Settings Step Selecting Domain Step Checkout Order Placement Step Managing Online Store Adding Online Store Copying Online Store Exporting Online Store Importing Online Store Selecting Online Store for Editing Making Online Store Default... 21

4 Selecting Online Store for Selling Services Configuring Proxy Online Store Configuring Proxy Online Store Access Configuring Proxy Online Store Access via Secure Protocol Installing Proxy Store in Virtual Host with Plesk Configuring Online Store General Settings Synchronization Settings Configuring General Parameters Configuring Store Database Cache Managing Google AdWords and Yahoo Search Setting Custom CSS Configuring Settings Necessary to Start Managing Sales Categories Adding Sales Category Adding Service Plan to Sales Category Changing Sales Category Icon Managing Store Screens Adding Store Screen Generating Basic Store Screens Configuring Store Screen Parameters Making Sales Category Displayed in Online Store Managing Purchase Scenarios Adding Custom Store Purchase Scenario Deleting Purchase Scenario Forming Purchase Scenario Screens List Configuring Online Store Internal Redirect Changing Purchase Scenario Icon Showing Terms and Conditions in Store Configuring Optional Settings Managing Layout Templates Adding Standard Layout Adding New Layout Template Customizing Layout Template Managing Redirects Adding Redirect... 46

5 Adding Redirect Using Wizard Configuring Redirect Settings Managing Languages Adding Language Managing Dictionaries Showing SKUs in Store Applying Online Store Branding Customizing Company Labeling and Wording Customizing Header and Footer Preparing Header Uploading Header and Footer Customizing First Page Preparing First Page Uploading First Page Custom CSS Usage Creating Menu Item Contents Customizing Page Layout Displaying Customer Login Link Reseller's Online Store Installing Reseller Online Store Online Store Configuration Scenarios Selling Hosting Service Plan Selling Domain Service Plan Selling OACI Service Plan Adjusting VE Sliders for OACI Service Plans Publishing Sales Category in Online Store Making Several Sales Categories Displayed in One Screen Preparing Hosting Purchase Scenario Selling Hosting Without Domain Setting Checkout Default Country and State/Province Selling SaaS Services Configuring Customer Redirect From Online Store to Control Panel Customizing Interface Messages and Text Configuring Service Plan Description... 71

6 Configuring Subscription Period Description Configuring Wizard Step Name and Description Configuring Service Ordering Wizard Name and Description Configuring First Page Heading Message Configuring Checkout Entry Examples Resetting Online Store Design to Default Customizing Color Palette Displaying Language Selection Control Online Store Screens Parameters Advanced Parameters Description Online Store Layout Templates Index... 90

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9 C HAPTER 2 Introduction Business Automation online store is a web-based tool for easy and efficient services sales. Being a comprehensive and flexible solution, online store can be adjusted to suit needs of provider and resellers in full: Redirects mechanism allows configuring advertisement banners to direct customer to online store with particular service plan and subscription period already in the basket, so he is just one click from ordering services. Purchase scenarios define the sequence of steps that lead customer to ordering services. Any business logic can be implemented with scenarios, be it a domain registration, hosting or third-party services. Online store screens are fully customizable. Provider and reseller can change layout, colors, styles, content of each online store screen, and use custom CSS. Services may be grouped in sales categories so that customer could quickly find the solution that matches his needs best. Languages support allows translating online store text to any language using placeholders mechanism and layout templates. Using placeholders, the text can be also customized within a language (English to English, for instance). Provider and resellers can create as many online stores as necessary. Several online stores can be configured for actual services sales. Reseller Online Store An online store can be included in a reseller service template. Such online store is first configured by provider. When a reseller subscribes to a service plan based on such a template, he gets the pre-configured online store and may configure it further at own discretion. The latter significantly speeds up Business Automation configuration by resellers. With this mechanism, same online store can serve as a template for several resellers' stores. In This Chapter

10 Introduction 10

11 C HAPTER 3 Terminology In This Chapter Store Purchase Scenario Redirect Screen Parameter Sales Category Store Online store as a Business Automation object serves for selecting particular online store for configuration. A store has a name, description and three options, defining whether the store is selected for editing, available for sales and provider's default store. Other online store configuration parameters (purchase scenarios, screens, and the like) reside separately. So, online store can be considered as a package of parameters with unique internal identifier (Store ID). Purchase Scenario Services are ordered in the online store by passing through a wizard. The wizard can allow several different sequences of wizard steps. For example, a customer starts with selecting a hosting plan, then chooses a domain, then provides his contact information and credit card, and, finally, proceeds to check-out. Another customer starts with selecting a domain, on the second step he would choose a hosting plan, then he would proceed to check-out. Each sequence of ordering actions is called purchase scenario or path. Redirect Redirect is a method to bring customer from an advertising site directly to the online store with the advertised plan already added to the shopping cart. The advertising banner or picture holds a hyperlink to the online store with a special parameter that indicates what plan should be added.

12 Terminology Screen Each step of the online store wizard is displayed as a separate web page or screen. Each screen has a number of parameters allowing to fill and organize the screen at will. Parameter Besides scenarios and screens, the online store is also configured by means of parameters. There are local parameters, such as parameter, describing which categories are to be shown on the screen. There are also general parameters, such as the size and color of the online store area or location of logo and style sheets. Sales Category Sales category is a group of related service plans that are displayed in the online store in a single frame, e.g.: Security Communication & Collaboration Infrastructure etc. 12

13 Terminology An online store screen can display several categories. For example, one of the screens of hosting ordering wizard may contain service plans of both Linux Hosting and Windows Hosting categories. Each category receives a unique ID, which can not be changed in future and is needed for configuration of the CATEGORY_LIST_ID parameter of a screen. You may see an example of sales category on the figure below. Figure 1: Sales Category 13

14 C H APTER 4 Familiarizing With Online Store Interface The primary intent of this chapter is to get you acquainted with the online store interface. After reading this chapter, you will know the ropes in online store web interface and will be able to easily find where to configure particular element of an online store page. In This Chapter First Page Selecting Hosting Step Configuring Hosting Settings Step Selecting Domain Step Checkout Order Placement Step... 18

15 Familiarizing With Online Store Interface First Page Online store first page displays the list of available purchase scenarios. List header is set using language dictionary. For detailed instructions on changing the header, refer to the Setting First Page Header section (page 74). For information on managing languages, refer to the Managing Languages section (page 47). Main Block shows the list of purchase scenarios available to customer. The order in which scenarios are displayed as well as the icon, name, and description of particular scenario can be configured in the Products > Online Store screen. For throughout information on configuring purchase scenarios, refer to the Managing Purchase Scenarios section (page 38) further in this document. Selecting Hosting Step Selecting hosting step of the services ordering wizard shows one or more sales categories with service plans offered to customer. 15

16 Familiarizing With Online Store Interface The first block shows all steps that customer goes through to order a service plan. Each step of the wizard corresponds to an online store screen it is based on. To configure the name of the step open Products > Online Store and click Screens. For information on configuring store screens, refer to the Managing Store Screens section (page 36) further in this document. The second block shows the name of sales category. There can be several sales categories presented in one step. Each of them can be expanded/collapsed by clicking on the Show and on the Hide links respectively. For instructions on how to configure the number and the order in which categories a shown, refer to the Making Several Sales Categories Displayed in One Screen section (page 66) further in this guide. The set and the order in which service plans are presented can be configured. To do that, open Products > Service Plans > and switch to the Sales Categories tab. For throughout information on configuring sales categories, refer to the Managing Sales Categories section (page 34) further in this guide. In order for a sales category to be presented in the step, it has to be included in respective online store screen. For information on including a category in step, refer to the Preparing Hosting Purchase Scenario section (page 67) further in this guide. Lower blocks show the name and description of service plans that comprise the sales category. For instructions on configuring service plan name and description, refer to the Configuring Service Plan Description section (page 71) further in this guide. Additionally, the list of available subscription periods with price and description is shown. Both parameters are configured in subscription period definition in service plan. For information on configuring service plan subscription period, refer to the Configuring Subscription Period Description section (page 72) further in this guide. Configuring Hosting Settings Step The step is displayed after you select a hosting service plan. It allows changing the subscription period, input a promotion code, and select additional resources. The upper block shows details of the selected service plan: subscription period selected, given discount, and price. In order for a customer to get the service plan at discounted price, the plan has to be included in respective discount in Business Automation. Customer may also input a promotion code into the Promotion Code field and thus get a promotion bonus. The service plan has to be included in respective promotion in Business Automation. For instructions on configuring promotions and discounts, refer to the Business Automation Provider's Guide. Service plan is taxed by assigning a tax category and tax zone to respective plan category. The lower block shows the list of additional resources that customer can purchase. The list of resources with descriptions and prices is configured in service plan resource rates. 16

17 Familiarizing With Online Store Interface Selecting Domain Step This step prompts customer to register, renew or transfer a domain. The lower block shows operations offered to customer. The set of operations and domain zones offered to customer is defined with service plans that comprise sales categories included in the domain screen. For information on how to make a domain service plan sold with a wizard, refer to the Selling Domain Service Plan section (page 64) further in this document. Domain zone can be selected from the list (as on the figure above) or there can be a set of check boxes, one for each zone - so that customer could register (transfer) several domains at once. This setting is configured with the "DISPLAY_CREATE_SIMPLE" parameter of hosting screen. Customer is also offered to change properties of hosting service plan and resources he has selected in previous steps as well as input a promotion code. Checkout The step can be divided in two, depending on the "TWO_PAGE" screen parameter setting. If the parameter is set to "true", the first checkout screen is used to collect customer personal information. On the second step, online store calculates taxes the customer is to be charged (depending on customer residence), customer registers one of his payment methods and places order. This frame shows service plans (domain or hosting, or both) selected on previous steps. Functionality of the frame is the same as that in previous steps. Depending on the customer login option, customer is either prompted to input his login and password or to provide personal information. The amount of sales tax displayed is the preliminary amount of taxes a customer can be charged. Exact tax amount can be calculated only after customer provides his personal information. Entry examples in the upper block can be set in language dictionary. For information on configuring languages, refer to the Managing Languages section further in this guide. For information on configuring entry examples, refer to the Configuring Checkout Entry Examples section (page 74) further in this guide. Frame header can be configured in dictionary as well. The lower block shows the default country and state/province selected for customer. Both parameters can be configured with respective screen parameters. For information on configuring default country and state/province, refer to the Setting Checkout Default Country and State/Province section (page 68) further in this guide. Short registration form 17

18 Familiarizing With Online Store Interface A short registration form can be used for checkout, allowing a Provider to attract more customers with a new simplified registration scenario. Using a short registration form a customer can register by filling in only 3 fields: ; login; password. However, there are some limitations for a customer registered via short form: 1 Zero amount orders will be provisioned automatically, with no limitations for the services included into the order. 2 Provisioning of non-zero amount orders will be suspended in status Waiting for registration completion. 3 Customer will be redirected the screen for completing registration on attempt to: Pay for existing order. Place new order. Edit user account data. Top up account balance. Set up payment method. When configuring the CHECKOUT form of online store, it is possible to specify which registration scenario will be used. An Automatic mode is available: a customer is shown the short registration form for zero-amount orders and the full form for non-zero amount orders. For details refer to the Online Store Screen Parameters (page 79) section. Important: some services (e.g., Office 365) require filling mandatory fields like Address and City. If these details were not provided during registration procedure, the provisioning may fail due to lack of mandatory information. You should avoid using the simplified registration form for such services. Order Placement Step On this step customer is prompted to provide his payment method information. Taxes shown on this screen are calculated on the basis of customer residence. Step name shown on top is configured with the "SECOND_PAGE_TITLE" screen parameter. 18

19 C HAPTER 5 Managing Online Store In This Chapter Exporting Online Store Importing Online Store Selecting Online Store for Editing Making Online Store Default Selecting Online Store for Selling Services Configuring Proxy Online Store Configuring Online Store General Settings... 27

20 Managing Online Store Exporting Online Store / Backing Up Exporting online store can be used to create backup copies of store parameters. Store package is exported to the <online_store_name>.zip file and saved. If, for example, online store is deleted from Business Automation by mistake, you can import saved parameters and reconstruct deleted online store. To export online store: 1 Open Products > Online Store and click Switch Store. The list of online stores appears on the screen. 2 Select an online store you want to export by clicking on the respective link in the Store Name or in the Description column. Selected store properties appear on the screen. 3 Click Export Store. You are prompted to save <online_store_name>.zip file to your computer. Importing Online Store / Restoring Importing is new online store creation according to saved parameters. Imported online store is active and selected for editing by default. To import saved online store: 1 Open Products > Online Store and click Switch Store. The list of online stores appears on the screen. 2 Click Import Store. The importing online store dialog window is displayed. 3 Click Browse to the right of the Store Package file to Upload field. From the dialog window that opens, select a.zip file to be imported. 4 Click Save to finish importing online store. 20

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27 Managing Online Store Configuring Online Store General Settings Online store general settings comprise synchronization settings, custom CSS setting and general parameters. Synchronization settings serve for synchronizing Business Automation CP online store settings with ones on host, custom CSS allows using custom-made CSS, and general parameters comprise other settings common for online store. Synchronization Settings In the Stores screen the settings of an online store currently selected for editing are displayed. These settings do not affect the online store functioning directly. Online store takes its configuration from a special configuration file. To make the settings effective on the online store, they should be synchronized. 27

28 Managing Online Store Configuring General Parameters General parameters define the size of online store area, logo location, style sheets and the like. All general parameters are grouped into several sections. Sections are predefined, they cannot be created or deleted. The only configurable settings of a parameter are value and description. The latter is used only for commenting purposes. To configure a parameter: 1 Open Products > Online Store > More and click Advanced Settings. The list of parameters sections appears on the screen. 2 Select the section parameter of which you want to configure by clicking on the respective link in the Section Name or in the Description column. The list of section parameters appears on the screen. 3 Select a parameter by clicking on the respective link in the Parameter Name or in the Value column. Selected parameter properties appear on the screen. 4 Click Edit. 5 Type a parameter value into the Value field. 6 Type a free-form description into the Description field. 7 Click Save to confirm changes. To reset the parameter to defaults, click Set Default. Note: for description of all general parameters, refer to the Appendix B (page 83) in the end of this guide. 28

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30 Managing Online Store Managing Google AdWords and Yahoo Search Both Google AdWords and Yahoo Search services are used to collect sales statistics. Before you can use these features, you have to register an account with Google ( and Yahoo ( respectively. Enabling Google Adwords in Online Store As the account in Google AdWords service is created, Google will provide you with a script of the kind: <!-- google.tpl --> <script language="javascript" type="text/javascript"> var google_conversion_id ={$CONVERSION_ID}; var google_conversion_language = "{$CONVERSION_LANGUAGE}"; var google_conversion_format = "{$CONVERSION_FORMAT}"; var google_conversion_color = "{$CONVERSION_COLOR}"; if({$totals_ordertotal}) {literal}{{/literal} var google_conversion_value = "{$Totals_OrderTotal}"; {literal}}{/literal} var google_conversion_label = "{$CONVERSION_LABEL}"; </script> <script language="javascript" src=" <noscript> <img height="1" width="1" border="0" src=" $Totals_OrderTotal}/&label={$CONVERSION_LABEL}&script=0"> </noscript> <!-- end of google.tpl --> This script has several parameters that have to be configured in Business Automation in order for statistics to be collected. Below is a table of correspondence between script and Business Automation parameters: Goggle Script Parameters google_conversion_color google_conversion_format google_convertion_id google_conversion_label google_conversion_language Business Automation Parameters CONVERTION_COLOR CONVERTION_FORMAT CONVERTION_ID CONVERTION_LABEL CONVERTION_LANGUAGE To enable Google Adwords service in online store: 1 Open Products > Online Store and click General Parameters. 30

31 Managing Online Store 2 Select the "GOOGLE_ADWORDS" parameter by clicking on the respective link in the Section Name or in the Description column. The list of section parameters appears on the screen. 3 Select the "USE_GOOGLE_ADWORDS" parameter by clicking on the respective link in the Parameter Name or in the Value column. Selected parameter properties appear on the screen. 4 Click Edit. The editing parameter dialog window is displayed. 5 Select "true" from the Value list. 6 Click Save to confirm changes. 7 Click Cancel to return to parameters list. 8 Select the "CONVERTION_COLOR" parameter by clicking on the respective link in the Parameter Name or in the Value column. Selected parameter properties appear on the screen. 9 Click Edit. The editing parameter dialog window is displayed. 10 Look through the script provided by Google and find the "google convertion_color" parameter value. Type the value into the Value field (without quotas). 11 Type a free-form description into the Description field. 12 Click Save to confirm changes. 13 Repeat steps 7 through 12 for the rest four parameters. 14 Open Products > Online Store and click Synchronize now to finish enabling Google Adwords in online store. Each time a customer gets to the order confirmation screen, the online store will send information to Google that the page has been visited. Google will increment your sales counter. Enabling Yahoo Search in Online Store As the account in Yahoo Search service is created, Yahoo will provide you with a script of the kind: <!-- yahoo.tpl variables: $yahoo.tagversion, $yahoo.accountid, yahoo.marketid example: var cc_tagversion = "{$yahoo.tagversion}"; var cc_accountid = "{$yahoo.accountid}"; var cc_marketid = "{$yahoo.marketid}"; --> <script type="text/javascript"> //<!-- Overture Services Inc. 07/15/2003 var cc_tagversion = "{$yahoo.tagversion}"; var cc_accountid = "{$yahoo.accountid}"; var cc_marketid = "{$yahoo.marketid}"; 31

32 Managing Online Store var cc_protocol = "http"; var cc_subdomain = "convctr"; {literal} if(location.protocol == " { cc_protocol="https"; cc_subdomain="convctrs"; } var cc_querystr = "?" + "ver=" + cc_tagversion + "&aid=" + cc_accountid + "&mkt=" + cc_marketid +"&ref=" + escape(document.referrer); var cc_imageurl = cc_protocol + "://" + cc_subdomain + ".overture.com/images/cc/cc.gif" + cc_querystr; var cc_imageobject = new Image(); cc_imageobject.src = cc_imageurl; {/literal} // --> </script> <!-- end of yahoo.tpl --> This script has several parameters that have to be configured in Business Automation in order for statistics to be collected. Below is a table of correspondence between script and Business Automation parameters: Yahoo Script Parameters cc_accountid cc_marketid cc_tagversion Business Automation Parameters accountid marketid tagversion To enable Yahoo Search service in online store: 1 Open Products > Online Store > More and click Yahoo Search Integration. 2 Select the "USE_YAHOO_SEARCH" parameter by clicking on the respective link in the Parameter Name or in the Value column. Selected parameter properties appear on the screen. 3 Click Edit. The editing parameter dialog window is displayed. 4 Select "true" from the Value list. 5 Click Save to confirm changes. 6 Click Cancel to return to parameters list. 7 Select the "accountid" parameter by clicking on the respective link in the Parameter Name or in the Value column. Selected parameter properties appear on the screen. 8 Click Edit. The editing parameter dialog window is displayed. 9 Look through the script provided by Yahoo and find the "cc_accountid" parameter value. Type the value into the Value field (without quotas). 10 Type a free-form description into the Description field. 11 Click Save to confirm changes. 12 Repeat steps 7 through 12 for the rest two parameters. 32

33 Managing Online Store 13 Open Products > Online Store and click Synchronize now to finish enabling Yahoo Search in online store. Each time a customer gets to the order confirmation screen, the online store will send information to Yahoo that the page has been visited. Yahoo will increment your sales counter. Setting Custom CSS Business Automation allows overriding the default CSS used for the online store by inputting a custom CSS. To set custom CSS: 1 Open Products > Online Store > Design. 2 Click Edit. 3 Type a new CSS HTML code into the Customized CSS field. Leave the field blank to use default CSS. 4 Click Save to confirm changes. 33

34 C HAPTER 6 Configuring Settings Necessary to Start In this chapter we will consider settings, configuring which is necessary to start selling services with online store. Other settings are either optional or delivered pre-configured. In This Chapter Managing Sales Categories Managing Store Screens Managing Purchase Scenarios Managing Sales Categories Sales categories are used for efficient service plans grouping in online store and when ordering a service plan from CP. Adding Sales Category Sales category is used to group and display service plans in online store. To add a sales category: 1 Go to Products > Service Plans and select the Sales Categories tab. The list of sales categories available (if any) appears on the screen. 2 Click Add New Sales Category. The adding new category dialog window is displayed. Fill the form: Type a new category name into the Category Name field. Category name is displayed on top of the category frame and reflects the nature of service plans that incorporate the category, for example, Linux Hosting, Free , Domain Registration and the like. Input a general description of the category into the Description field. General description is displayed to the right of the category icon when it is collapsed. For better presentation, you may provide description in HTML format. Type a detailed description of the category into the Long Description field. Long description is displayed in a pop-up window, when the "?" icon in the upper left corner of the category frame is clicked. For better presentation, you may provide description in HTML format.

35 Configuring Settings Necessary to Start Select the Expand By Default check box to make the category displayed expanded when the page with it is first shown to a customer. By default all categories are displayed collapsed. The Show in Customer Control Panel check box allows showing or hiding the service plans included in the sales category on purchase from customer control panel. To show sales category, check this box, to hide the category, clear this box. Enter a sales category description to be shown to customers on purchase from customer control panel into the Description for Customer Control Panel field. If necessary, type URL to EULA (End User License Agreement) page into the URL of the EULA page field. Click Browse next to the Select File field. From the window that opens, select an icon that will be displayed next to the category name. 3 Click Save to finish creating new sales category. Adding Service Plan to Sales Category In this section we will consider managing sales categories in volume enough to start sales. To add a service plan to a sales category: 1 Open Products > Service Plans and switch to the Sales Categories tab. The list of sales categories available (if any) appears on the screen. 2 Select a category which you want to add a service plan to by clicking on the respective link in the Category Name column. Selected category properties appear. 3 Switch to the Service Plans tab. The list of category service plans (if any) appears on the screen. 4 Click Add New Plan. The adding service plan to sales category dialog window is displayed. 5 Mark service plans to be added to the category by selecting respective check boxes. 6 Click Add Plan(s) To Category to add selected plans to the category. Changing Sales Category Icon To change the sales category icon, you have to remove the old one and load new. The icon can also be loaded if you have decided not to load it when creating the category. To remove the icon of a category: 1 Open Products > Service Plans and switch to the Sales Categories tab. The list of sales categories available (if any) appears on the screen. 2 Select the category you want to remove the icon from by clicking on the respective link in the Category Name or in the ID column. Selected category properties screen appears. 35

36 Configuring Settings Necessary to Start 3 Click Remove Icon. In case of success you will be notified that current icon has been successfully removed. To load an icon for a category: 1 Open the Products > Plan Manager > Sales Categories submenu of the Navigation tree. The list of sales categories available (if any) appears on the screen. 2 Select the category you want to load an icon for by clicking on the respective link in the Category Name or in the ID column. Selected category properties screen appears. 3 Click Load Icon. The loading new icon dialog screen is displayed. 4 Click Browse to the right of the Select File field and select an icon from the dialog box that opens. 5 Click Save to finish loading the icon. In case of success you will be notified that the icon has been uploaded successfully. Managing Store Screens Screen is a step of the online store wizard. Each screen is based on special screen template defining its functionality. There are the following templates or screen types available in Business Automation: CHECKOUT screens based on this template, prompt customer to enter address, contact information and credit card details. DOMAINRENEW screens based on this template, provide functionality needed to renew an existing domain. DOMAINSEXTENSION screens based on this template allow checking availability of domain names, ordering new domains or transferring an existing domain. If customer s shopping cart already contains a hosting plan, the domain is automatically linked to the hosting. HOSTING screens based on this template prompt customer to choose a hosting plan. If customer s shopping cart already contains a hosting plan, it shall be replaced with a new hosting plan. If customer s shopping cart already contains a domain plan, it shall be automatically linked to the hosting. SHOWSUBSCRIPTION screens based on this template display sales order right after its creation in Business Automation. When used in a scenario, it should be the last screen. SIGNUP screens based on this template display a sign-up form for existing customer. Registered customer is not required to provide the address and credit card information. BULKREGISTRATION - screens based on this templates display a multiple domain registration dialog. Customer can register several domains at once. 36

37 Configuring Settings Necessary to Start Screens of all types are generate after Business Automation is installed and can be used in purchase scenarios right away or customized to match your needs. Adding Store Screen Business Automation allows generating a list of predefined screens (one for each template) but you may create own screens as well. To add a store screen: 1 Open Products > Online Store > Screens. The list of store screens created (if any) appears on the screen. 2 Click Add New Screen. The adding new screen dialog window is displayed. Fill the form: Input a new screen ID into the Screen ID field. Click to the right of the Template field. From the list that opens, select a template the new screen will be based on. If necessary, type a title of the screen into the Title field. If necessary, type a free-form description of the screen into the Description field. 3 Click Save to finish creating new screen. Generating Basic Store Screens If you have deleted one of default screens and want it back, Business Automation allows generating basic store screens automatically. One screen is generated for each screen template. If some of default screens are present in the moment of generation, they are left unchanged, only missing screens are generated. To generate standard store screens set: 1 Open Products > Online Store > Screens. The list of store screens created (if any) appears on the screen. 2 Click Generate Screens. Note: If you have generated some screens manually, automatic generation will only add missing ones. Those that were already presented won't change. Configuring Store Screen Parameters Store screen parameters affect screen presentation and contents. Screen parameters differ depending on the template the screen is based on. To access the screen configuration parameters: 37

38 Configuring Settings Necessary to Start 1 Open Products > Online Store > Screens. The list of store screens created (if any) appears on the screen. 2 Select a screen, parameters of which you intend to configure, by clicking on the respective link in the Screen ID or in the Title column. Selected screen properties appear on the screen. 3 Proceed to the Parameters tab. The list of store screen parameters appears on the screen. 4 Select a parameter you want to configure by clicking on the respective link in the Parameter Name column. For information on all the store screens' parameters, please, refer to the Appendix A (page 79) at the end of this guide. Making Sales Category Displayed in Online Store Sales category display is configured with the CATEGORY_LIST_ID parameter of the screen. To make a sales category to be displayed in online store: 1 Open Products > Online Store and click Screens. The list of created store screens appears on the screen. 2 Select the screen you want a sales category to be displayed on by clicking on the respective link in the Screen ID column. Selected screen properties appear on the screen. 3 Switch to the Parameters tab. The list of parameters available appears on the screen. 4 Select the CATEGORY_LIST_ID parameter by clicking on the respective link in the Parameter Name column. Selected parameter properties appear on the screen. 5 Click Add Categories. The list of sales categories available appears on the screen. 6 Mark sales categories you want to add by selecting respective check box. 7 Click Add to include sales category to parameter's values. Managing Purchase Scenarios Services are ordered in the online store by passing through a wizard. Such wizards are called purchase scenarios. Adding Custom Store Purchase Scenario After Business Automation is installed, the following purchase scenarios are added, for example: 38

39 Configuring Settings Necessary to Start Hosting->Domain->Checkout Domain->Hosting->Checkout Besides these scenarios, Business Automation allows adding custom purchase scenarios. To add a custom purchase scenario: 1 Open Products > Online Store. The list of created store purchase scenarios (if any) appears on the screen. 2 Click Add New Purchase Scenario. The adding custom purchase scenario dialog window is displayed. Fill the form: Type a new purchase scenario name into the Title field. Type a free-form description of the scenario into the Description field. The description is displayed in online store under the path name. Click Browse to the right of the Icon field. In the window that opens, select an icon that will illustrate the scenario in the online store. Type a path name into the URL ID field. The path name is displayed in online store. The ID should not contain the following symbols:.{} &~!?[]()\"><'@#$%^*=+/:;,`. Type an order into the Order field. Select the Published in Store checkbox to make purchase scenario active. Type the HTML code in the Stylesheet Body field, if necessary. If no custom CSS is specified, the default CSS is used. 3 Click Save to finish creating new purchase scenario. 4 Select the created scenario by clicking its name. The scenario's screen list is displayed. Click Add Existing Screen and mark screens you want to use for new purchase scenario by selecting respective check boxes. Note: You can also create a new screen based on existing templates by clicking Create New Screen. Click Add Screen(s). The custom purchase scenario will be created. Deleting Purchase Scenario You can delete existing purchase scenarios. Screens used in the purchase scenario are not deleted. To delete existing purchase scenario: 1 Open Products > Online Store. The list of created store purchase scenarios (if any) appears on the screen. 39

40 Configuring Settings Necessary to Start 2 Mark purchase scenarios you want to delete by selecting respective check boxes. 3 Click Delete to delete selected purchase scenarios. Forming Purchase Scenario Screens List By adding a purchase scenario you actually add a pattern of one. To make it usable as the online store wizard, it is required to form a list of steps (screens) for it. Besides adding steps to newly created scenarios, you are allowed to add and delete steps of standard scenarios as well. To add a step to a purchase scenario: 1 Open Products > Online Store. The list of purchase scenarios (if any) appears on the screen. 2 Select a purchase scenario you want to add a step to by clicking on the respective link in the ID column. Selected scenario properties appear on the screen. 3 Click Add Existing Screen. The adding new screen dialog window is displayed. 4 Select necessary screen(s) and click Add Screen(s). 5 Adjust screens order with the help of Move Up and Move Down buttons. Customer first passes steps having the lowest order, then - in ascending order. Configuring Online Store Internal Redirect Purchase scenario "FIRST_PAGE_REDIRECT" parameter allows setting a default page the customer is redirected to when clicking Cancel in one of online store wizard steps. This would be useful if the entry point of online store is one of pages on your web site. Thus, the customer will be redirected to that page, not to the first page of online store. Note: Besides the FIRST_PAGE_REDIRECT parameter there is one more store purchase scenario parameter FIRST_PAGE_HIDE_ORDER. This parameter is used for external redirects, to hide a shopping chart from store (service plan details and resources selection pages) in case a customer is redirected to a pre-selected service plan. Having been set to ''true', this parameter hides the shopping cart making the impression that service plan is not selected yet. To configure the purchase scenario redirect: 1 Open Products > Online Store. The list of purchase scenarios available appears on the screen. 2 Select the desired purchase scenario by clicking on the respective link in the ID or in the Path Name column. Selected scenario properties appear on the screen. 3 Proceed to the Parameters tab. The list of scenario parameters (if any) appears on the screen. 40

41 Configuring Settings Necessary to Start 4 Select the "FIRST_PAGE_REDIRECT" parameter by clicking on the respective in the Parameter Name or in the ID column. Selected parameter properties appear on the screen. 5 Click Edit. The editing parameter dialog window is displayed. 6 Type URL of the page the customer is to be redirected to into the Value field. For example, " 7 Click Save to confirm changes. In case the "FIRST_PAGE_REDIRECT" parameter is missing, it has to be created. To create the parameter: 1 Open Products > Online Store. The list of purchase scenarios available appears on the screen. 2 Select a purchase scenario by clicking on the respective link in the ID or in the Path Name column. Selected purchase scenario properties appear. 3 Proceed to the Parameters tab. The list of scenario parameters (if any) appears on the screen. 4 Click Add Purchase Scenario Parameter. The adding purchase scenario parameter dialog window is displayed. Fill the form: Type "FIRST_PAGE_REDIRECT" into the Parameter Name field. Type URL of the page the customer is to be redirected to into the Value field. For example, " If necessary, type a free-form description of the parameter into the Description field. 5 Click Save to finish creating new parameter. Changing Purchase Scenario Icon Purchase scenario icon is displayed next to the scenario name on the online store front page. To load an icon for a purchase scenario: 1 Open Products > Online Store. The list of purchase scenarios available (if any) appears on the screen. 2 Select the purchase scenario you want to load an icon for by clicking on the respective link in the ID or in the Path Name column. Selected purchase scenario properties appear. 3 Click Load Image. The loading new icon dialog screen is displayed. 4 Click Browse to the right of the Select File field and select an icon from the dialog box that opens. 5 Click Save to finish loading the icon. 41

42 Configuring Settings Necessary to Start In case of success you will be notified that the icon has been uploaded successfully. Showing Terms and Conditions in Store To show custom Terms and Conditions in store, the special screen should be added to store purchase scenarios. This screen is pre-configured and becomes available together with feature installation; thus, no additional configuration needed to get the Terms screen. Note: Terms and Conditions screen should be added to all store purchase scenarios, where custom Terms and Conditions are relevant. To show custom Terms and Conditions in store: 1 Open Products > Online Store. The list of store purchace scenarios is displayed. 2 To select purchase scenario, click on its ID. The list of screens included in the scenario is displayed. 3 Click Add Existing Screen. 4 Check the TERMS_SCREEN item in the list and click Add Screen(s). 5 Make sure the TERMS_SCREEN screen is before CHECKOUT_SCREEN; in store the terms should be shown before checkout. 6 Go to Products > Online Store and click Synchronize now. 42

43 C H APT E R 7

44 Configuring Optional Settings 44

45 Configuring Optional Settings Managing Redirects Redirect is a method to bring customer from advertising site directly to online store with the advertised plan already added to the shopping cart. The advertising banner or picture holds a hyperlink to the online store with a special parameter "REDIRECT": " "winstandard" here is the name of redirect configured in Business Automation. Redirect can be set in the following formats: "NAME_PATH=WIN_WEBHOSTING_PATH&PlanID=19&PeriodID=36" - customer is redirected to online store with particular subscription period of particular plan selected. "NAME_PATH=WIN_WEBHOSTING_PATH&PlanID=19&PeriodID=36&PromoCodeID= " - the same as first method + customer gets promotion bonuses. "NAME_PATH=WIN_WEBHOSTING_PATH&PlanID=19&PeriodID=36&PromoCodeID= &LanguageID=en" - the same as second method + customer is redirected to online store page with pre-selected English language. To use the prepared redirect, a link of the following kind has to be placed in banner: main online store - proxy online store - The URL may also use one of (or both) additional parameters to identify sales branch and sales person: SalesPersonID and SalesBranchID. The link in this case would be of the following kind: " chid=yyy", where "XXX" and "YYY" are unique identifiers of sales person and sales branch in Business Automation, respectively. Another place where redirect can be used is the start page of the online store itself. Frequently, it displays several pictures, representing offered services. By clicking on them, visitor finds himself in the process of ordering of the respective plan and related services. In the Online Store, each such picture would hold a link with a redirect ID to a respective usage scenario. Also redirects can be used in the links, that direct customer from his control panel to online store. Redirect can be included into URL, that direct customer to particular usage scenario, already logged in. For automatic logging in the online store, link contains the following parameters with placeholders as values: OperationType=login, LoginID=@@User_Login@, PasswordID=@@User_Password@. 45

46 Configuring Optional Settings A promotion bonuses could be given to customer that clicked redirect link. To achieve this, you need to create a promotion based on promo code and specify this promo code in the redirect link, using the PromoCodeID=<promo_code> parameter. When customer clicks the redirect link, he or she gets to the store screen with the Promotion Code field filled with promo code. Note: it is required to synchronize online store before redirect publishing redirect on a web site. Adding Redirect To add a redirect: 1 Open Products > Online Store > More and click Direct Links. The list of redirects (if any) appears on the screen. 2 Click Add New Direct Link. The adding new store redirect dialog window is displayed. Fill the form: Type a redirect ID into the Direct Link ID field. It's allowed to use characters, figures and '_' symbol for redirect name. Make sure it is unique among other redirect IDs. Type a redirect URL into the URL field. Type a free-form description of the redirect into the Description field. 3 Click Save to finish creating redirect. Adding Redirect Using Wizard To add redirect with wizard: 1 Open Products > Online Store > More and click Direct Links. The list of redirects (if any) appears on the screen. The list of redirects (if any) appears on the screen. 2 Click Add Direct Link with the help of Wizard. The adding redirect wizard is starting. Fill the form: Type a redirect ID into the Redirect ID field. It's allowed to use characters, figures and '_' symbol for redirect name. Make sure it is unique among other redirect IDs. Click next to the Purchase Scenario field. From the window that opens, select the purchase scenario customer is directed into. Click next to the Service Plan field. From the window that opens, select the service plan to be added to the customer shopping cart. Click next to the Subscription Period field. From the window that opens, select the subscription period to be selected by default. Type a free-form description of the redirect into the Description field. 46

47 Configuring Optional Settings Note: to add more parameters to an URL, for example, sales person or language, save URL settings, then open it for editing and change redirect URL. 3 Click Save to finish creating redirect. Configuring Redirect Settings To configure redirect settings: 1 Open System > Settings > Customer CP in the System column. 2 Click Edit. The editing customer CP settings window is displayed. Fill out the form: 3 Click next to the New Subscription field. From the window that opens, select redirect to be included into online store URL. 4 Click next to the Register New Domain field. From the window that opens, select redirect to be included into online store URL. 5 Click next to the Transfer Existing Domain field. From the window that opens, select redirect to be included into online store URL. 6 Click next to the Renew Domain field. From the window that opens, select redirect to be included into online store URL. Note: you can enter URLs manually or edit automatically generated ones. 7 With the help of the Target option, define whether online store URL with redirect will open: in the current window (Main Frame); in a new window (Whole Window). Note: in case of using redirects for payment plug-ins the Whole window value should be selected. 8 Click Save to confirm changes. Managing Languages Online store is designed to support several interface languages. A language uses dictionary for translating pre-defined interface language constructions. By default, Business Automation contains English language with pre-configured dictionary. Other supported language locales are stored in Lion. You can add new language and configure its dictionary in the following ways: 1 Export English dictionary to the Lion, translate language constructions, and import translated dictionary to Business Automation. 2 Copy English dictionary to the newly created language dictionary and edit words translation. 47