Your Complete ecommerce Web-to-Print Solution. Helpful Hints AND Feature Review

Transcription

1 Your Complete ecommerce Web-to-Print Solution Helpful Hints AND Feature Review

2 Table of Contents FEATURES AND NAVIGATION REFERENCES Top Level Navigation (Store Management)...4 Edit Settings Navigation (Site Management Control Features)...4 ecommerce Storefront Control and Management (Customize Website)...4 Storefront / Website Templates (Customize Website)...5 Stock And Press Settings (Manage System Settings)...5 Pricing Control And Features (Manage System Settings)...5 Print Design Studio...6 Pre-Flight / Composition Review...6 Credit Card Processing And Test Purchases...6 Crm, Customer Portals And Customer Specific Pricing...6 Mailing List Acquisition...7 Hosting / Setup...7 Recommendation Engine...7 Promotions / Marketing...7 GLOSSARY OF NAVIGATION CONTROLS Top Level Navigation:...8 Edit Settings Navigation:...8 Manage Customize Website...9 Manage System Settings...10 Manage Products...11 Reports...11 Template Upload Instructions For Storefront Administrator...11 FREQUENTLY ASKED QUESTIONS CONTACT / SUPPORT INFORMATION...15 SUPPORTED FONT LIST

3 Your Complete ecommerce Web-to-Print Solution PrintSites Helpful Hints & Feature Review Welcome to PrintSites, your Complete ecommerce Web-To-Print Solution. The following will serve as a guide to assist you in logging in and navigating within the PrintSites administration panel and Storefront. To access PrintSites, go to once you are on the home page you will see a login tab in the top right hand corner. Once you click on the login tab you will be prompted to enter your address and password. This is information you would have received via from PrintSites. The first time you login to your PrintSites Management Center / Administration Area you will be brought to the Update Profile settings. In this area you will need to make two updates to your Profile. First, change the password provided by PrintSites to one that conforms to your organization s security standards or one that you will remember. Second, please update the support of record for your clients or end users to contact you. You can also add any other staff members that should receive notifications of new orders placed. The Edit Settings link in the upper right corner is where you would access control for the Admin of your Storefront. From this page you will be able to configure, maintain and manage your ecommerce environment. If you select Home in the Top Level Navigation Bar this will take you to the Dashboard View Control Panel. From the Dashboard Navigation you are also able to access areas of the Edit Settings Navigation. When navigating PrintSites you have three primary navigation options. Top Level or Day to Day operations navigation, Dashboard Navigation and Edit Settings Navigation or Left Hand Navigation which controls the set up and functionality being offered by / through the Storefront itself. Please see below for detailed explanation of these menu navigation features. To access your ecommerce Storefront, which is what your customers will see, click on Go To: Your Store / Site name in the upper right hand corner of your Admin Panel. Once in your Storefront your movement would be the same as what a customer would see when visiting the site. 3

4 features & navigation references TOP LEVEL NAVIGATION (STORE MANAGEMENT) Top Level Navigation is the menu bar across the top of your site. This provides you with access to your Customer information, Sales, Job Queue, Receivables and Payables, Marketing and Promotional Features, Staff Management and Testimonials. These are all features that you would use on a regular basis versus the Edit Settings Navigation used to set up the website. Through the Dashboard itself you also have the ability to Manage the Website, specifically Site Content, Banners, Promotions, Landing Pages, Manage Products and Templates. EDIT SETTINGS NAVIGATION (SITE MANAGEMENT CONTROL FEATURES) Many of the website customization tools are located in the Edit Settings Navigation. To access this area you can simply click on the Edit Settings in the upper right hand corner of your Admin. There are six Primary Menu Options within the Edit Settings Navigations: 1. Administrative Settings 2. Manage 3. Customize Website 4. Manage System Settings 5. Manage Products 6. Reports. All of these primary menu options have multiple menu subsets. References to these controls are outlined below under the Glossary of Navigation Controls. ECOMMERCE STOREFRONT CONTROL AND MANAGEMENT (CUSTOMIZE WEBSITE) Once in the Edit Settings Page you can go into: Customize Website>Manage Home Page on the left side of the page. This allows you to customize your Storefront using the edit icon in the action column. (The edit icon is a Pencil. Any time you see this icon it means that you are able to make changes or edits to that feature.) You would use the functions within the Configure Home Page section which is contained within the Manage Home Page to control promotional banners, promotional Blocks, Hide or Show Blocks within the Storefront, make changes to the images within the product carousel and make changes to the category list. Within the Customize Website Section you also have the ability make changes to the site content and add new pages. *Please note: Making changes in the Admin impacts your ecommerce site; please refresh the page to view the changes on the Storefront. The changes are made instantly. 4

5 features & navigation references STOREFRONT / WEBSITE TEMPLATES (CUSTOMIZE WEBSITE) We have created website templates that our Storefront owners can customize. We make the process to change the look and feel of your site by switching in and out of these templates very easy. This feature is controlled under Edit Settings > Customize Website > Change Template. STOCK AND PRESS SETTINGS (MANAGE SYSTEM SETTINGS) PrintSites is pre-configured with default presses, stocks, products, shipping and packaging. The reason for this is to decrease the setup time necessary for a printer to implement the PrintSites ecommerce solution. You can simply de-activate or de-select these default settings and Add your own settings as you see fit. *Please note: Although you have the ability to delete presses, stocks and products we recommend that you only deactivate these default settings. The reason for this is that they could serve as valuable reference points as you continue to customize your individual site. PRICING CONTROL AND FEATURES (MANAGE SYSTEM SETTINGS) PrintSites offers three different pricing options to choose from in order to offer our clients a pricing format that they will ultimately be most comfortable with. The three different options are split between two categories: System Based Pricing (which is tied to what you pay for your paper stock) and Custom Based Pricing - which has two sub-categories, Limited and Unlimited. Custom based pricing is also known as Quantity Based Pricing. PrintSites is pre-configured with System Based pricing or Default Pricing that is tied to national averages for printing and paper costs. The reason for this is to decrease the setup time necessary for a printer to implement the PrintSites ecommerce solution. One of the Features of the System Based Pricing Control is a Global Pricing Scale, this allows the Printer or Admin the ability to raise and lower pricing on a percentage basis across the board for all products or just by product type. 5

6 features & navigation references PRINT DESIGN STUDIO The Print Design Studio serves two purposes; it enables the Printer and the Print customer the ability to design custom templates, upload new templates or edit existing templates regardless of the product type. It also functions on the Admin side providing the Printer with use of this same tool in order to edit customer facing promotional blocks on the Storefront such as banners and / or templates that are being uploaded through the back-end Manage Products functionality. PRE-FLIGHT / COMPOSITION REVIEW The Pre-Flight of customer or Printer created designs is handled within the PrintSites Design Studio. This tool works on both the Admin side and on the Storefront side of the site and ensures that the proof meets the necessary criteria to be considered print ready. This same process applies to uploaded templates / print designs. CREDIT CARD PROCESSING AND TEST PURCHASES Prior to enabling your merchant account, the ecommerce functionality is in a test mode state. For testing purposes, please use the following test Credit Card info to test the purchase process. Visa Expire Date: any future date Security Code: 123 CRM, CUSTOMER PORTALS AND CUSTOMER SPECIFIC PRICING PrintSites provides a CRM that tracks all of your customer history and transactions as part of the Top Level navigation. In addition to the CRM tool, your customers will have the ability to view previously ordered print work, upload new templates to be printed and edit previously printed items. As the PrintSites Administrator you will be able to upload products to the customer portals, associate specific templates with customers and recommend specific products. As an Administrator you will also be able to provide customer specific discounts either across the board or on a per product basis. 6

7 features & navigation references MAILING LIST ACQUISITION Customers / End Users making purchases through your Storefront will have the ability to purchase mailing lists in addition to items they intend to mail i.e. marketing postcards. We have developed an API with USA Data that will allow your customers to acquire these lists. In addition, we allow customers to upload their own mailing lists for products that can be mailed. If a customer / end user purchases a list you receive 25% of that list cost. The list purchase functionality can also be used in conjunction with your own direct mail campaigns to promote your site. HOSTING / SETUP Currently our system runs on the top of the domain, which can be a sub domain (storefront.your store name.com.) That said if there is a desire to have this reflected in a different way we might be able to accommodate that need. If you would like us to host your accounts please provide a list based on the number of s available per the package you selected. RECOMMENDATION ENGINE One of the features of the PrintSites Storefront is a recommendation engine that suggests other products that a customer may be interested in buying. This up-sell feature carries over the theme / look and feel as well as the textual information identified on the product to be purchased and will apply it to the other recommended products. PROMOTIONS / MARKETING Creating a promotion associated with a banner is a two-step process. This feature is controlled under the Edit Settings / Left Hand Navigation control under: Edit Settings > Customize Website > Configure Home Page. After selecting the edit icon in the action column of the top banner: First create the promotion in the light blue area above the banner. Make sure to ENABLE it and SAVE it. Second edit the banner in the Online Design Tool (Print Design Studio) to reflect the promotion you have just created. The banner will link to the product type you have created the promotion for. In addition to the Storefront marketing built into the Edit Settings Navigation, the stores will also have the ability to use additional marketing tools built into PrintSites through the Top Level Navigation under the Marketing / Promo tab. This feature allows you to market to customers directly through blasts and direct mail i.e. HTML campaigns, and opt-in newsletters. You also have the ability to create promotional codes tied to specific parameters that you configure. CHAT SUPPORT PrintSites has various levels of technical assistance and sales assistance available through live chat, phone and for you. PRINTSITES FLEXIBILITY PrintSites was designed on a Software as a Service (SaaS) platform. This allows us to be very flexible. Instead of weeks or months to make improvements we can move updates into production very quickly. 7

8 glossary of navigation controls The following is a brief description of each of the Top-Level navigation buttons in your Admin Panel followed by the Edit Settings (Left hand) Navigation selections. TOP LEVEL NAVIGATION: n HOME Takes you to the site dashboard, which is the screen you see when you first login. n CUSTOMERS Add customers one at a time or upload a database of existing customer. Sort and find customers. Get any and all details about your customers. n SALES See and manage sales info in summary or in detail. n JOB QUEUE Manage jobs purchased by your customers. n REC / PAY - RECEIVABLES / PAYABLES See and manage money collected and transactions due. n MARKETING AND PROMO Create and direct mail marketing campaigns and discount promotional codes. n STAFF Add staff to your site and provide login access. n TESTIMONIALS Approve or disapprove of all Testimonials submitted by customers if block is activated on the site. EDIT SETTINGS NAVIGATION: ADMINISTRATIVE SETTINGS MENU SUBSET: n BILLING OPTIONS Allows the Printer or Admin the ability to choose how they wish to administer their credit card processing. Either by choosing one of the partners we have selected (First Data or Braintree.) Or set up their own credit card processing through their existing merchant account. (Please note: this option is not available during a Test Drive it is only available if you buy a package.) n SETUP DOMAIN Allows the Printer or Admin to register their Domain Name. Please engage Customer Support in order to bring your site live. n UPDATE PROFILE Information specific to the owner of the site. Change password and contact info. (At the time of notification, please update your password as well as add or change your notification and support address.) n UPDATE PACKAGE Package descriptions and Add-On options. The print site owner is able to add functionality (addons) or upgrade / downgrade existing package. For additional Storefronts please contact sales@ printsites.com. 8

9 glossary of navigation controls MANAGE MENU SUBSET: Promotional: Manage promotional templates and the content contained in those s. System Notifications: Manage Notifications sent to customer and the content contained in those s i.e. registration notifications and order notifications etc. CUSTOMIZE WEBSITE MENU SUBSET: n MANAGE HOMEPAGE Allows customer to edit and configure promotions and the look and feel of the ecommerce Storefront. n MANAGE LANDING PAGES As the Storefront owner you have the ability to increase visibility of your site through layering in content for search engine optimization by creating specific landing pages. n UPLOAD YOUR LOGO Create and / or upload your Storefront logo. n CHANGE TEMPLATE Allows Administrator to change the template of the Storefront. n MANAGE END USER HOME PAGE Gives Printer or Admin the ability to change or edit the print customer home page that they would see when they login. n MANAGE SITE CONTENT Allows Printer to make changes and / or add detail to the content contained in the site. i.e. About Us and History. Content for the Home Page and Product Pages will be added below the fold for increasing your relevant key word density, supporting marketing efforts or product specific details. As part of the content management system (CMS), you are able to add an unlimited number of pages on your site. Forms can be created within the CMS but do require a PrintSites Customer Support Manager to enable them. n 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 simply 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.) 9

10 glossary of navigation controls MANAGE SYSTEM SETTINGS MENU SUBSET: n PRESS SETTINGS Allows Printer or Admin the ability to select, deselect or add new presses for production. For Printer, Brokers and Graphic Designers, press settings can designate destinations for outsourced or fulfillment partners. n STOCK SETUP Allows Printer or Admin the ability to select, deselect or add new stock types available for production. n PRODUCT PRESS STOCK MAPPING Allows Storefront Owner or Admin the ability to identify what stocks are available for a product to be printed on and what presses / destinations an order should go to under specific circumstances, i.e. quantity. n PACKAGING Allows Printer or Admin the ability to identify or add available packages / boxes for products. When new products are added / created please be sure to designate or create the appropriate package. n ADDRESSING Allows Printer or Admin the ability to select or deselect the addressing function, assign postage rates and / or pricing for addressing. n DAYS FOR PRODUCTION Allows Printer or Admin the ability to identify the production days required for a specific product. *Please note: The shipping days would be in addition to the production days identified: 0 would represent same day availability. When new products are added / created please be sure to set the days for production. n PRICING Allows Printer or Admin the ability to set pricing. *Key Feature: there are three pricing options available to the site owner; System & Custom Pricing (Quantity Limited and Quantity Unlimited). The type of pricing you wish to use is selected by clicking on the Tool Icon once a product is selected. Pricing for default products already listed on the site is based on System Based Pricing. The amounts identified are tied to national averages on Paper Stock in order to save the Printer or Admin the time of inputting all of these amounts. A global pricing tool / slider has been provided to allow percentage increases or decreases across the board as well on individual products. n CUSTOMER SPECIFIC PRICING Allows Printer or Admin the ability to identify specific discount percentages for certain customers and products. n SHIPPING Allows Printer or Admin the ability to select, deselect or add shipping or delivery methods based on a mile radius from your place of business. *Please note: when adding an internal carrier: you must identify some value for normal delivery i.e. at least $.01 or this selection will not reflect as an available option for your customer. 10

11 glossary of navigation controls MANAGE PRODUCTS MENU SUBSET: n ACTIVATE / INACTIVATE PRODUCTS Allows Printer or Admin to identify the types of products and sizes of products available to print. Create new products and product categories. n UPLOAD Upload new or existing templates and associate those templates with print customer. *Please note: Due to the inconsistent nature of PDF files, coupled with a nearly endless number of fonts on the marketplace today, our Design Studio may be unable to accurately read every PDF that you attempt to upload. (Please see the Template Uploads Instructions at the end of this section to assist you with you with your upload.) n MANAGE TEMPLATE Determine what templates are available to print customers to use. REPORTS MENU SUBSET: n ACCOUNT ACTIVITY Identifies the subscription charges, transaction charges, upgrade charges, data charges and bulk mail charges billed in conjunction with PrintSites. n BULK MAIL REPORT Reporting featuring direct mail marketing activities. TEMPLATE UPLOAD INSTRUCTIONS FOR STOREFRONT ADMINISTRATOR (EDIT SETTINGS > UPLOAD) STEP 1: Decide which text fields will remain static, and which fields will be editable to your end user. Now, convert any static text fields to Outlines (this converts your text to graphic form) using your native design program. These static text fields will now hold their image during upload, however they will not be editable within the Design Studio. STEP 2: You have two choices for the text fields that are variable: A) Allow our system to upload and read your variable text and bring it into the Design Studio. This process works well in getting your text uploaded into the Design Studio however we cannot guarantee it will hold its original formatting. If you upload a font that is not available in the Design Studio it will be substituted with an available system font. You can then change that font with one of our 150 available font choices. *Please note: Large paragraph text fields may be broken up into separate fields; text formatting may be lost during upload.) B) The other option is to delete the variable text fields in the native file, and then upload. Once your template is in the TME, you can then create new text fields and assign font(s) using the Design Studio design tools. DONE? Once you are in the Design Studio and have created all your elements, remember to click DONE in the upper right hand corner to save your changes. You will then be able to assign your template to a single customer, or to all customers. 11

12 frequently asked questions 1. How will customers find my PrintSites website? PrintSites will provide you with emarketing options that will assist you in reaching new clients, as well as options for communicating to your current customer base. In addition, your new ecommerce site can be accessed through a link on your existing website. All content has been optimized for increased search engine results. 2. What is emarketing? emarketing is the process of marketing your business through online promotion such as search engine optimization, communications and opt-in newsletters. 3. What is an opt-in list? When your customers opt in to your list or newsletter, they will voluntarily be on your contact list for special pricing, new products and other information. Without their opt in, you could be violating contact laws. 4. Are all orders print-ready when I receive them? Submitted orders are pre-flighted PDFs that are proofed, corrected, approved and ready for imposition. 5. Who sets the service and product pricing? You do. PrintSites simplifies the complex process of print estimating through various options: Use the pre-programmed industry standard default pricing. Adjust the pre-programmed default pricing across the board by percentage. Adjust the pre-programmed default pricing at the product or product sub-type level by percentage. Input or upload pricing from your existing estimating system. Individually price any / all products. 6. Can I track my customer transactions? All transactions and other customer related data will be available in a comprehensive, password-protected Admin section. 7. How do my customers pay? All ecommerce orders are prepaid through secured credit card transactions. As a Storefront owner you have the ability to enable on a per customer basis only, Purchase Order payment functionality with terms for payment or payment by ACH. 8. Can I keep in touch with my customers through PrintSites? PrintSites provides tools to help you communicate with your customers through emarketing venues such as ads and an electronic newsletter. 9. What if my customer needs help? PrintSites has technical assistance available 9:00 am to 5:00 pm EST through at: support@printsites. com and phone: Will I ever need to invoice a PrintSites client? No. Only pre-paid orders will reach your inbox. Unless you enable the feature to accept Purchase Orders 11. Can my clients have a ship to address that is different from the billing address? Yes. Customers will have the option of entering a delivery address separate from their billing address. 12

13 frequently asked questions 12. Can my customers upload their own designs? Yes. PrintSites makes it easy for your customers to upload custom images and designs from their computer. 13. Can I provide mailing lists and fulfillment services through my PrintSites website? Yes. Your PrintSites Storefront can fulfill any size mailing order quickly. Customers can also purchase mailing lists through our system. 14. Will my customers have their own account? Each customer will create and administer their password-protected account. 15. Can my customers save their order information and reorder? All orders are automatically stored in the customers password-protected portal for re-ordering. 16. Are customer payments processed securely? PrintSites ensures the secured processing and certification of online payments through VeriSign SSL. Secure Sockets Layer (SSL) provides security and data integrity for communications over Internet networks. 17. Can customers track their order progress? Your customers will receive an notification when their order has been placed, and another notification when their order has been shipped. 18. How does proof approval work with PrintSites? Each customer must proof and electronically approve any order prior to submission. 19. What if I already have a website? Your PrintSites website can function as your primary website or as a link through your existing website. You will easily be able to create your new ecommerce, design studio website using the tools provided by PrintSites. 20. Can I get help setting up my website? You will find that setting up your website using the tools provided by PrintSites is easy and intuitive. PrintSites also provides website set-up help through live chat, or by phoning our Help Desk. 21. Do I need a new URL? You can choose to keep your current URL and replace your existing website with your new PrintSites ecommerce site. 22. How do I optimize my new site for search? PrintSites is developed with embedded terminology to maximize search engine optimization (SEO). In addition, it has been designed so that you can easily add new content to existing pages, newly created pages and landing pages. In addition, you may also choose to pay for additional SEO of your proprietary site once you customize it. 23. Can I change my site design and layout at any time? Yes. You can alter your design or make any updates / changes at any time. 13

14 frequently asked questions 24. How secure will my website be? PrintSites uses state-of-the-art security technology, which prohibits any unauthorized access of your site. 25. Can I operate from any computer? Yes. You can manage your PrintSites website by logging into your secure Admin system from any computer that has appropriate Internet access capabilities. 26. Do I need a special operating system? No. PrintSites functions on all industry-standard operating systems. 27. Do I need high speed Internet access? Due to the size and complexity of typical design files, it is highly recommended that you utilize high speed Internet access in order to operate at maximum efficiency. 28. Do I need to download any software to my computer? No. All operating software is hosted by PrintSites. Your only requirement is an Internet browser on your computer. 29. How much does PrintSites cost? There are 3 packages to choose from. A PrintSites Sales Consultant can be engaged to analyze your business model and goals in order to recommend the appropriate licensing level that best fits your needs. 30. How do I pay? PrintSites will bill your credit card each month for your monthly license fee. 31. Will there be a fee for canceling? No. You can cancel at any time. 32. Do I have to sign a contract? No. There is no contractual commitment with PrintSites. 33. Can I change my license level? Yes. You may change your licensing level at any time 34. If I have custom templates can I add these to my site? Yes. Customized, unique or specialized templates can be added to your design studio provided they are in the appropriate format. You can also create, save and organize / customize new products by using our online design tool - the TME (Template Manipulation Engine) Does PrintSites support multiple output devices? Yes. PrintSites provides you with an Admin interface where you can set up specifications for multiple presses. 36. Does PrintSites support multiple finishing options? Yes. With your Admin interface, you can set up multiple paper selections and finishing options, customizing them according to your capabilities. 37. Does PrintSites support 4-color printing? Yes. PrintSites provides you with an Admin interface. Here you can set up multiple color options. 14

15 frequently asked questions 38. Can PrintSites work with digital output devices? Yes. PrintSites files are print-ready PDFs and will accommodate the requirements of most any digital or offset press. 39. Can I add custom paper weight and sizes? Yes. You can customize your PrintSites website to provide the products and services that best meet your printing capabilities and market requirements. 40. Does PrintSites have end-user pre-flighting ability? Yes. We make it easy for customers to perform necessary workflow on their front end in order to receive a professionally printed product. 41. Can I control shipping methods and dates? Yes. You can utilize the shipping services that best meet your own market requirements. 42. What is Product Press Stock Mapping? Mapping refers to the process of identifying what paper stock you want to make available for the products you sell and what presses you would like those orders to be printed on. You can offer up to 10 different paper stock choices per product. If you are a broker and do not have any presses or you do not know what presses your fulfillment partner uses then we suggest you add a press called Partner Press or Outsource Press to have these products mapped to. 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 15

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