15 Steps to Launching your ecommerce W2P Storefront

Transcription

1 15 Steps to Launching your ecommerce W2P Storefront

2 Table of Contents: Step 1. Storefront Template Selection Page 4 Step 2. Upload Your Company Logo Page 4 Step 3. Domain name and Registration Page 4 Step 4. Merchant Account Setup Page 5 Step 5. Shipping Page 5 Step 6. Press Settings Setup Page 5 Step 7. Stock Selection Page 6 Step 8. Product / Category Creation and Product Activation / Inactivation Page 6 Step 9. Product Press Stock Mapping Page 7 Step 10. Manage Color Reference Page 7 Step 11. Pricing Page 8 Step 12. Manage Site Content Page 8 Step 13. Customer List Upload Page 8 Step 14. Template Upload Page 9 Step 15. Addresses Page 9 Contact Information Page 10 2

3 Thank you for selecting PrintSites as your ecommerce Web-to-Print solution. As a new PrintSites storefront owner your user experience is extremely important to us. For this reason we developed the following document to serve as your guide as we walk you through a step by step process to get your site up and running quickly. Following this document in conjunction with participation in the training is crucial to your success and will ensure a positive experience. If your schedule does not permit participation in the training webinars please contact support@printsites.com to request previously recorded sessions. When you are ready to get started you will have the option to launch your site in a Turn-Key fashion using the existing default settings, or you can customize your site using the Edit Settings functionality in order to personalize your site. To launch your site immediately as a Turn-Key Solution, you will want to go through the first 5 steps listed below. If it is your intent to personalize your site you will want to go through all 15 steps. In order to keep track of where you are in this process we recommend that you check off Task Completed as you move through each step. Please Note: If you skip these steps you may experience operational issues within the customer facing storefront. This includes products not showing up as available on the storefront as well as templates not being displayed. The steps that need to be followed in a specific order are identified accordingly in this document so if at any time you have questions about one of the steps please feel free to reach out to our support team via live chat or by at: support@printsites.com. Thank you again for selecting PrintSites as your ecommerce Web to Print Solution provider. We look forward to developing a longterm relationship with you. Sincerely, Corey Puklus Vice President of Sales 3

4 Next Steps: Step 1. Storefront Template Selection The first step in launching your new PrintSites Web-to- Print site will be to select a storefront Template. The current storefront selected is simply a default selection. You can use the default selection or select from one of the other storefronts we currently make available. Storefront Template themes can be selected by going to Edit Settings > Customize Website > Change Template. Step 2. Upload Your Company Logo Upload your logo by accessing this function under Edit Settings > Upload Your Logo. *Please note: The available logo size is dictated by the Storefront Template selected. When uploading your logo after selecting your Storefront Template the available logo size will be identified. Step 3. Domain Name and Registration If you have not made a firm decision on your site name, we can keep the temporary site name in place until you decide. Once a decision has been made, you can register your domain name through our site under Administrative Settings > Setup Domain. If you register your domain name through the site please let PrintSites support know those details via support@printsites.com Upon receipt of this info, they will link the domain accordingly. If you already have a domain name registered, you will need to decide how you plan to use the domain name and make a couple quick changes to the corresponding DNS settings. If the domain is new and no s are currently tied to it, the DNS servers can simply be changed to: NS0.PRINTSITES.COM NS1.PRINTSITES.COM NS2.PRINTSITES.COM (optional) If the domain is already in use and you d like to tie it to your PrintSites storefront, but also continue to use it for other services such as existing or other web-based services; you will need to change your A record, please contact us at support@printsites.com and we can help you configure these settings. 4

5 *Please note: if it is your intent to launch your site only after you have completed your customization or personalization you can wait to change or select / register your domain name until you are ready to officially launch your site. Step 4. Merchant Account Setup PrintSites has 5 different Merchant Services Account Providers that we work with, Charge.com, Braintree, SecureNet and Wells Fargo via Authorize.net. As an additional option if you already have an Authorize.net account you can bypass Wells Fargo and link directly to Authorize.net You are able to review these options and apply for service through your site. If you want to integrate with a non-partner Merchant Account Provider, that option is also available however there would be a one-time set-up fee of $ This integration process could take as many as 30 business days to complete and is ultimately subject to our current development schedule. To select one of the available options go to Edit Settings > Administrative Settings > Billing Options. From the billing options page you can then make your selection and then submit it in order to initiate the application process. Once approved you will be provided with a Merchant ID and Trans Key to link your merchant account to our service. Once this process has been completed please advise so that we can confirm activation. We suggest that you create a low cost promo code in order to test the link on your end. *Please note: if it is your intent to launch your site only after you have completed your customization or personalization you can wait to select or activate your Merchant Services account until you are ready to officially launch your site. Step 5. Shipping Please identify which shipping service you wish to make available. You can choose from UPS, FedEx, USPS or you can make all three services available. You also have the option of allowing pick-up at your location and or making an internal carrier available for local deliveries. If you choose to offer local delivery you will have the option of limiting the mile radius you cover as well as determining whether or not you want to offer priority service. These are all selections and / or changes that you have the ability to make in the system under Edit Settings > Manage System Settings > Shipping. You also have 5

6 the ability to raise or lower standard shipping rates. Simply identify any combination of From / To / Weight in order to identify and evaluate the shipping rates. Any changes made to the rates will apply to ALL From / To / Weight calculations. Step 6. Press Settings Setup PrintSites has a number of default settings, which includes Press Settings. As part of the launch of your site, you will want to take steps to identify your presses and / or make changes to the default presses identified in order to emulate your existing operational capabilities. Press Settings can also represent destinations i.e. Fulfillment or Outsource Partners. To change your press settings Go to Edit Settings > Manage System Setting > Press Settings. Step 7. Stock Selection PrintSites has 235 default paper stocks identified and available to select from for product mapping. We recommend that you review the stocks listed and simply deactivate the ones that you do not carry. We do not recommend that you delete these stocks since one day you may want carry that stock in the future and it is easier to re-activate it then to add all the required details as a new stock. As you review the stocks listed, please remember to save the changes you have made before moving to the next page of stocks. If you do not save those changes they will revert back to the original default settings and you will need to make your selections again. If there are stocks that you carry that are not listed, you can add those stocks by selecting add new stock at the top of the page. Please remember that if you add new stocks to make sure you provide all of the details required since these details are crucial for shipping. We can go over your stock selection in the system together if necessary. If there is a stock that you carry that is not listed you, can add it accordingly. Just remember you must identify Basis weight, GSM and Caliper when adding new stocks. Once your stock selections have been made, if you wish to utilize system based pricing, you will want to go back through the list and adjust the Press Sheet Cost to reflect what you would pay for 1000 sheets along with your markup. 6

7 Step 8. Product / Category Creation and Product Activation / Inactivation As part of the setup process you will want to review the list of default products already in the system to determine if there are sizes and or products that you do not wish to make available. You can remove these products from your storefront by simply deactivating them. To activate or deactivate products go to: Edit Settings > Manage Products > Activate / Inactivate Products. Please note: The default templates that are currently in the system are tied to these default products so if you eliminate specific sizes or products the templates tied to them will no longer be available. Creating New Products, Categories or Sizes In addition to identifying products you do not wish to sell, if there are products and or sizes that are not listed that you do wish to sell you can add these products as well as create new categories. The criteria and size limit for new products is currently Flat, One or Two-Sided Products up to 20 inches by 20 inches. If you create products larger than this size you risk design functionality issues within the Design Tool and PDF creation. If it is your intent to change the name of a category, please edit the existing category name versus deactivating it and creating a new one. We suggest that you only create new categories if, you have new or unique products that you wish to sell under that new category. This task can be completed by going to: Edit Settings > Manage Products > Create. Although you can add new products, sizes and categories at any time we suggest that you make these additions prior to uploading new templates to ensure that the templates match up to the available products and sizes otherwise they may not show up as available on the storefront to your customers. When adding new products you will need to remember to follow the steps listed below after the Product is created. 1. Assign products to a package or create a New Package for the product to go into. 2. Identify the number of production days associated with product fulfillment 3. Assign Thumbnail Images to represent the product in both the Product Carousel and within the Manage Home Page area as part of the Product Creation 7

8 Please Note: In order for a product, new or default to be made available on a storefront, the product has to be activated and have a Stock and Press Mapped to it as outlined below in Step 8. Step 9. Product Press Stock Mapping The term Mapping refers to the assignment of stocks and or Presses / Printing destinations to a product. In order to assist you with this process you will find a Product Press Stock Mapping Spreadsheet sent along with this document. For information fulfillment and record keeping purposes we suggest that you identify the information requested in the appropriate section on the spreadsheet. The data already provided is an example only. Please replace or add to that data with your own information. The products already mapped are tied to default products already available on your site. Please Note: The task of Mapping is ultimately the most critical component to operating your storefront. If you do not have your products properly mapped they will not appear on your storefront and you will not be able to price those products and or have the pricing appear correctly. *Please remember that the starting, ending and or press / destination quantity breaks identified need to match the starting, ending and or press / destination quantity breaks for pricing. Step 10. Manage Color Reference You have the ability to determine how color options are displayed to your customers. The default option is to have colors displayed by their values i.e. 1/0, 1/1. 2/0, 2/2, 4/0, 4/1, 4/4 etc. You also have the option to have simplify the color combinations display color by labels i.e. Black and White One Side, Black and White Two Sides, Full Color One Side, Full Color Two Sides. This selection is made under Edit Settings > Customize Web Site > Manage Color Reference. Please remember to take this into consideration when pricing. Step 11. Pricing Once the mapping is completed, you will need to determine how you want to price your products, i.e. system based pricing or quantity based pricing. System Based Pricing is tied to what you pay for your stock, the mark-up to that stock and what type of press the product is being printed on i.e. a Digital Press versus an Offset Press. Custom based pricing or Quantity pricing is unit pricing. You can assign a specific price to a specific quantity and or have the system calculate a price in between the quantities and prices you set. To access pricing go to: Edit Settings > Manage System Settings > Pricing. You have the ability to edit either pricing option you choose. The tool icon allows you to select which option 8

9 you would like to use. The Pencil Icon allows you to make edits to the selection. Please Note: It is very important that when pricing products using either system based pricing or custom / quantity based pricing that you take into consideration the minimum quantities and or quantity breaks to determine secondary press or destination settings as identified in your Product / Press Stock Mapping settings. All quantity breaks both starting and ending based on these settings must match up accordingly to your pricing or it will not save and or reflect as intended on your storefront. Step 12. Manage Site Content You will need to update your sites content i.e. About Us, Company History, Contact Us Info. / Company Address, Phone Number and Address. The Manage Site Content feature gives you the ability to add pages and provide additional content including pictures and graphical elements to the existing pages in order to enhance the overall look and feel of your website. Adding relevant info about your business and the products you sell will help improve your overall customer experience. Site Optimization and or Search Engine Optimization (SEO) is an important part of this process and is critical to your sites success. PrintSites offers SEO services as an available add-on option to assist you in this area if needed. Changes to content can be made at any time during the setup of your site. Step 13. Customer List Upload If it is your intent to make your new ecommerce solution available to your current / existing customers, you will want to upload your customer list in order to jump-start your marketing efforts. Once your list is uploaded, you can use the marketing tools that are available to you as part of the solution (eblast, Direct Mail and Newsletters) to communicate details of the new site. Please note: The minimum detail required for a customer upload is: First Name, Last Name and address. Please Note: This effort can be started immediately after activation of your site. Step 14. Template Upload Once you have completed steps 7, 8, 10 and 12 you can start to load templates. 9

10 Please Note: It is very important that you do not start uploading templates until steps: 7, 8, 10 and 12 is completed. When uploading Templates, you will want to identify in advance whether or not the templates will be made available to all of your customers or if these are templates for existing customers only. i.e. previously printed materials that you are making available for re-order and customization. If the templates are customer specific you will want to make sure that those customers are already setup with customer portals. Templates that you upload should not exceed product sizes of 20 x 20 in order to be properly supported within the design tool functionality. As a Best Practice we recommend that you use Adobe Illustrator to design any new templates you intend to add and that you use our design tool to add any editable text elements after uploading the fixed graphics or template outline. When uploading templates if you have other designs that share the same look, feel or theme or if they are tied to a specific customer for branding it is important that you keep a record of the naming convention when identifying category and or family name as this is necessary in order for the recommendation engine to work properly. If you have any question when starting this process please do not hesitate to contact support for assistance. Step 15. Addresses Included in your package is hosting. Please provide a list of addresses you d like for your domain and we will create them and contact you with the information needed to access them. If you already have for your domain, we will happily help you migrate to our servers if preferred, however we can only assist with creating/accessing the new accounts and we don t directly handle the migration of messages, contacts, etc. Please note: The number of addresses available to you is based on the package selected. The addresses can be added at any time after the site is created. Login Reminder: Your current login is the and password you identified when you signed up. To access your site please go to: Once logged in you can change the password under the Administrative Settings > Update Profile. If at anytime you cannot remember your password you can select Forgot Password to get a new one. 10

11 PrintSites Contact Information: Support: Contact us for any support requests at the address below: You can expect a reply to your support request within *Please use this for all support requests after service adoption. Live Chat Support: Contact us using our live chat option Monday-Friday from 9:00am - 5:00pm at PrintSites Support Team: Russ Giacopelli - Support Manager (810) r (313) rgiacopelli@printsites.com Bryan Harper Support Specialist bharper@printsites.com PrintSites Sales Team: Patrick George CBDO pgeorge@printsites.com Corey Puklus VP of Sales cpuklus@printsites.com 11