Your Complete ecommerce Web-to-Print Solution. 15 Steps to Launching your ecommerce W2P Storefront

Transcription

1 Your Complete ecommerce Web-to-Print Solution 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 5 Step 4. Merchant Account Setup... Page 6 Step 5. Shipping... Page 7 Step 6. Press Settings Setup... Page 8 Step 7. Stock Selection... Page 9 Step 8. Product / Category Creation and Product Activation / Inactivation... Page Step 9. Product Press Stock Mapping... Page 13 Step 10. Manage Color Reference... Page 14 Step 11. Pricing... Page Step 12. Manage Site Content... Page 18 Step 13. Customer List Upload... Page 19 Step 14. Template Upload... Page 20 Step 15. Addresses... Page 21 Contact Information... Page 21 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 your participation in the training webinars 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. 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 long-term relationship with you. Sincerely, Corey Puklus Vice President of Sales 3

4 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 have 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. This functionality will allow you to Upload an Existing Logo, Upload and Edit a Logo or Create a new logo using the design tool. *Please note: The logo must be in a.png format. The available logo size will be determined based on the Storefront Template selected. 4

5 Step 3. Domain Name and Registration If you have not made a firm decision on your site name, you 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 can verify that the domain has linked to your storefront 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. *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. Once your domain name is registered you can delete the temporary PrintSites Subdomain identified under Update Sub-Domain. 5

6 Step 4. Merchant Account Setup PrintSites has 4 different Merchant Services Account Providers that we work with, Pay- Pal Pro, 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. 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. 6

7 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 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. You will also have the option of adding handling charges to your shipping costs on a percentage or fixed rate basis. 7

8 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. This detail, once assigned to the products you wish to sell will carry over to the Job Ticket identifying how the order should be processed. * Please Note: If you want to keep Press Settings simple, you can deactivate existing Press Settings and select one generic or default press to produce all materials. We do not recommend that you delete existing Press Settings. Just deactivate or edit what is already there and/or add settings if necessary. 8

9 Step 7. Stock Selection PrintSites has 250 default paper stocks, material and media identified and available for you 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. You must identify GSM and Caliper when adding new stocks. We can go over your stock selection in the system together if necessary. We recommend that you always review the existing list a second time before adding new stocks. The stocks that you are looking to add may already be listed however we may be calling it by a different name. 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. 9

10 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 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, unless you have the Wide Format product support enabled. 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. 10

11 (Step 8 continued) Create/Edit Product Type Products deactivated under this section will not show up on the Activate / Inactivate Products list or the Storefront. This control should be recognized as the Master Product Control for available products on the site. Create/Edit Product Details All available sizes for a given product are controlled under this section. Sizes identified in this section will show up under the Activate / Inactivate Products List. 11

12 (Step 8 continued) Create/Edit Family Products grouped together as a family will be represented in the recommendation engine as a customer moves through check-out. Recommendations are based on shared template designs or template branding. This would also apply to customer specific templates. *Please note: Families should only have one Product type associated with a template design i.e. one business card design, one letterhead design, one note pad design. If you tie multiple products of the same design together as a family, it will cancel each other out. 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 be shipped in. 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 *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 in Step 9. 12

13 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. Products that are unmapped will be listed first. You will also notice on the Home Page under alerts the number of products that are un-mapped. If you click on that reference it will return you to the Product Press Stock Mapping Page so that you can make the necessary assignments. This is an example of a Product that has been mapped. You will see that the Press Setting / Destination has been split based on Quantity Range in order to designate an alternative Press setting based on the quantity ordered. This could be used to define a scenario where a product should be printed on an offset press versus a digital press or in a scenario where based on the quantity the order may be sent to an outsource or fulfillment partner. *Please note: This is only an option, you can always tie all quantity options to one press setting. When assigning available stocks you can identify up to 10 selections per product selection 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 appropriate price break. 13

14 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 display color by their label. 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/Custom 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 Based 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. We now offer pricing by Square Inch or Square Foot to support Wide Format products if you have that feature enabled. To access pricing go to: Edit Settings > Manage System Settings > Pricing. You have the ability to edit whatever pricing method you choose. The Tool Icon allows you to select which option you would like to use. The Pencil Icon allows you to make edits to the selection. 14

15 (Step 11 continued) System Default Pricing This pricing method uses what you pay for your Paper Stock, your mark-up on your Paper Stock and the Press Setting the Product is tied to in order to calculate Pricing. The system comes up with the prices based on those details which you control. You are then able to evaluate and adjust these prices as needed using a sliding bar to increase and/or decrease pricing on a percentage basis. When using this method you can also adjust pricing across the board for an entire product segment. This is determined based on the Product Details Filter. 15

16 (Step 11 continued) Custom Quantity Based Pricing on a Limited Basis This pricing method allows you to determine pricing on a quantity basis. Those quantity breaks would be limited to 20 quantity breaks or less. Those prices would be applied to the Product Details that you defined. Custom Quantity Based Pricing on an Unlimited Basis This pricing method allows you to determine pricing on a quantity basis as well, however, you can identify as many quantity breaks as you wish. Those prices are applied to the Product Details that you defined. This method also allows you to have the system calculate odd quantities if you wish. Odd quantities would be determined based on an average unit price between the quantity breaks you defined. 16

17 (Step 11 continued) Custom Area Pricing This pricing method allows you to determine pricing based on a square inch or square foot basis. The per area price is then applied to the product sizes you choose to make available. This method also allows you to offer reduced per area rates based on quantity segments. *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. 17

18 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 site s success. Changes to content can be made at any time during the setup of your site. 18

19 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. This effort can be started immediately after activation of your site. *Please note: The minimum detail required for a customer upload is: First Name, Last Name and Address. 19

20 Step 14. Template Upload Once you have completed steps 7, 8, 10 and 12 you can start to load templates. *Please Note: It is very important that you do not start uploading templates until steps: 7, 8, 10 and 12 are 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 questions when starting this process please do not hesitate to contact support for assistance. 20

21 Step 15. Addresses Included in your package is hosting. Please provide a list of addresses you would 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 do not 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. PRINTSITES CONTACT INFORMATION: Support is available Monday - Friday 9am to 5pm EST excluding holidays. Representatives can be reached via , Live Chat or by phone via the details listed here. Support Tickets will automatically be created based on requests received and/or by voic messages left after hours. SUPPORT: Contact us for any support requests at: support@printsites.com You can expect a reply to your support request within 24 hours *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 EST at SALES, CUSTOMER SUPPORT, BILLING: (888) For Sales Press 1, For Support Press 2 and For Billing Press 3. PRINTSITES SUPPORT TEAM: Russ Giacopelli - Support Manager (810) or (313) rgiacopelli@printsites.com Bryan Harper Assistant Support Manager bharper@printsites.com PRINTSITES SALES MANAGEMENT: Patrick George CBDO pgeorge@printsites.com Corey Puklus VP of Sales cpuklus@printsites.com 21