Online Store Widget 101. A Guide for New Users

Transcription

1 Online Store Widget 101. A Guide for New Users Contents What is Ecwid?... 2 How Does it Work?... 2 Adding Ecwid to Your Site: 3 Easy Steps... 4 Adding Products & Categories... 5 Setting Up Your Store... 5 Customize Your Store s Look... 5 Adding Ecwid to Social Networks... 5 Online Store: Getting Started... 6 Adding Products... 6 Adding your Geo Settings... 7 Configuring your Shipping... 9 Setting up your payment methods Placing a test order Sharing your store Setting up VCS payment for SA Banks How to set up Notes How to test it... 20

2 What is Ecwid? Ecwid (pronounced as eck-wid, short for e-commerce widgets ), is a revolutionary shopping cart that seamlessly integrates with your existing website. It can also be added to your page on social media networks, such as Facebook or Tumblr. Although it s packed with high-value features, Ecwid, you ll pay no setup charges and no transaction fees, making it a minimal cost, high-return solution for today s e- commerce businesses. How Does it Work? It couldn t be simpler-just set it up inside of SiteBuilder and drag and drop the shopping cart widget on any page within your website to add it, and your online store immediately appears. Customers will enjoy the convenience of checking out securely right from your site, without being redirected elsewhere. Behind the scenes, the Ecwid engine completes all transactions leveraging the power and security of Amazon EC2 servers. Ecwid boasts a robust feature set you simply won t find on other free shopping carts. The customer experience

3 Store management Payment solutions

4 Shipping carriers & many more local/regional ones Under the hood Adding Ecwid to Your Site: 3 Easy Steps 1. To begin, you ll need to add an ecommerce Add-on, by purchasing a subscription from within your SiteBuilder account. 2. Log into your SiteBuilder control panel. Click on the Online Store, Login. 3. Follow the easy steps within the Setup Wizard, save the page. Your full-featured store will now be available in SiteBuilder to drag-and-drop the Online Store widget, your store will then appear immediately and update automatically.

5 Adding Products & Categories Begin by logging into your Online Store control panel and clicking on the Catalog page. There, you will see some demo products and categories. Feel free to remove them and add your own. If your products have many images, use the Gallery feature for easy browsing. You can also specify additional product options, such as size and color. Setting Up Your Store Now that you ve added the functionality and the products/categories, go to the System Setting page of your store s control panel. Set your store s currency and name at System settings General Store Profile and System settings General Store Formats & Units pages. Next, you ll need to set up shipping rates, taxes, and payment options. Customize Your Store s Look By default, Ecwid is designed to display optimally in most website browsers and versions. However, you can easily change the appearance of your online store using CSS (cascading style sheets). Simply open the Ecwid control panel and proceed to: System Settings Design CSS Themes. There, you can choose from several pre-defined templates or create your own custom version. Adding Ecwid to Social Networks Because of its unique and versatile architecture, Ecwid can be easily replicated on many different websites, such as your Facebook page.

6 Online Store: Getting Started Once you have signed up for the Online Store, the Online Store Wizard will take you through the steps to get started selling online. The basic setup consists of six steps: Adding products Verifying Geo settings Configuring your shipping Setting up your payment methods Placing a test order Sharing your store Adding Products 1. Click Let s set up your store! to start building your product catalog. 2. On the product set dialog box, you can do the following: Upload your product image. Add your product name. Enter your price.

7 3. To add additional products, click Add more. Once you're done uploading your products, click Save. Tip! You can edit the product s category, options, images, tax and shipping information at a later stage. Adding your Geo Settings This step allows you to set up your country, currency, and preferred metric system. 1. Click the Customize your store for your local market icon.

8 2. On the "Verify your geographic settings" page, you can customize your store for your local market on this page. If the country and currency displayed are already correct, you can click Proceed to the next step. If not, follow steps 3, 4, and 5 to edit the settings. 3. To make changes to this page, click Edit. Make your changes, and then click Save. 4. You will be taken to a page to set up your company info.

9 5. Enter your company s info, and click Save. You ll see a green check mark on the "Verify geo settings" icon verifying you ve completed this step. Configuring your Shipping Now that you've established your location and currency, you can set up your shipping. The Online Store supports shipping options worldwide and also gives you the flexibility to choose your shipping provider. 1. Click Setup Shipping.

10 2. You can determine if you require shipping or not. For this tutorial, we will say that you do want to set up shipping. Click Setup shipping. 3. Depending on your country's location, the setup shipping dialog box will list a few default shipping methods. For the United States, it will display the following: UPS

11 USPS Custom flat rates If the one you want is not listed, you can check out the advanced shipping options link. 4. We're going to select set custom flat rates. 5. To set up a flat rate shipping fee based on The World, enter the rate and click the Proceed to next step button.

12 Advanced shipping flat rates: Should you require more options and flexibility, you can click Advanced shipping options. ClickCustom Rates. There are three different shipping calculations available: Carrier calculated: Automatically calculate costs based on carrier rate tables. Flat rate: Set a flat shipping rate, or specify free shipping. Custom table: Customize your shipping costs by weight, number of items, or cart total. For an idea of which method is best for your store, visit the Ecwid Knowledge Base Shipping article. Shipping costs are generally calculated on weight and distance. To ensure you receive the correct carrier estimated cost of delivery for tangible products, you must configure your product weight correctly. Setting up your payment methods You're nearly done! The last big step you need to complete is how you wish to accept payments from your customers. 1. Click the Setup payment options button.

13 2. The Online Store will have two default methods: PayPal Stripe

14 The Online Store supports many other payment gateways as well. To access these alternative payment options, you can click Advanced payments setup. If you are not ready to select your payment options, you can skip this step by clicking I will set up my payment options later. Placing a test order Is your store working as it should? You can place a test order to find out before it goes live. Please note that you need to have your payment method set up to use this feature. 1. Click Place test order.

15 2. Select the product that you wish to test, and click Place test order. You'll be taken through the process of ordering your item and experiencing what your customers will go through. This is an excellent time to ensure that all the details for your item are displaying the correct information.

16 3. Click either Place test order or I ll do it later to view the "Your Store is Open" page. 4. Click on the Your store is open! Button. The next step is to share your store.

17 Sharing your store Your store is now all set up and ready for shoppers, and you can let others know to come check it out! You can share the news by sending out a link via Facebook, Twitter, or . Congratulations on setting up your store! Setting up VCS payment for SA Banks Virtual Card Services is a Payment Service Provider for all the major banks in South Africa and for State Bank of Mauritius. Contact your bank's Merchant Services Division. Explain that you wish to accept card's as payment. That you wish to become an 'ecommerce' merchant and that you will be using 'Virtual Card Services' to submit your transactions and therefore do not require an Electronic Data Capture (EDC) terminal. The Bank will send a consultant to visit you with the necessary forms to be completed. The legal issues associated with being an

18 ecommerce merchant must be discussed with the consultant and are not affected by the 'Virtual Card Services' agreement. The bank levies a charge of approximately six percent but this can be negotiated with the bank. Once the bank has approved your application they will give you a Merchant Number and terminal Id. Complete the Virtual Card Services Online Application Form. We will provide you with Interfacing Instructions (sample code etc.) on approval of your application." How to set up In order to enable and use Virtual Card Services as a payment option, please follow these steps: 1. Go to Admin Login Virtual Terminal login Merchant Administration 3. Vcs Interfacing (page 1). Set the merchant s approved and declined URLs to: (where STORE_ID is your Store ID). Set "Http Method" to "POST". Save the changes.

19 2. Go to the "Merchant Administration 6. Callback Settings" page Set the merchant s approved and declined URLs to: (where STORE_ID is your Store ID). Set "CallBack Protocol" to "HTTPS" Set "CallBack Method" to "POST" Set "Response Format" to "Name Value Pairs" Save the changes. 3. Then please go to the "Merchant Administration 4. Vcs Interfacing (page2)". Enter Merchant PAM. PAM stands for Personal Authentication Message, a security feature to confirm that the response is from VCS. 4. Send an to [email protected] with your secret word and quoting your "VCS Terminal ID", requesting that the "Hash Type" be set to "MD5". 5. Go to Ecwid control panel. Open the System Settings Payment page. Select the Virtual Card Services payment processor for the Credit Card payment method. Save the changes.

20 Click the Virtual Card Services "Account details" link. Enter your Terminal ID, Secret word and Merchant PAM. Save the changes and enable this payment method. Notes Please make sure that your store's currency is the same as your VCS account's one. Otherwise your payment gateway will not work. How to test it New merchants loaded on the VCS system have access to the VCS Test platform. VCS runs a response generator that has some fixed but mostly random responses. Test Card Number CVC & Expiry Date Fixed simulated authorisation response Use any CVC number, e.g Approved where = any alphanumeric value Use any valid expiry Approved where = any date. alphanumeric value Call Invalid Expiry No Active Connection to Acquirer exists Any valid credit card number can be submitted to the test platform during the test phase because no real money is involved. The following responses occur randomly with any other card number used: "Invalid Terminal, "Declined, "Invalid Expiry, "Batch Full, "Call, "123456Approved. Please ensure that sufficient testing has been completed before requesting activation as once a terminal has been activated it cannot be reset into Test status.

21 VCS Alternative Options There are also other options available to you, that don't require you to register with a bank, such as the options mentioned in this helpful article: What we can suggest, is contacting one or two of those providers and asking if their product emulates Authorize.NET SIM, as this is something that can be added to the SiteBuilder Online Store as a payment gateway. Here is a link you can send them, if they require more information: We also suggest taking a look at the PayPal option: which we believe allows you to now accept as well as make payments. If you have any questions about using PayPal as a merchant, and accepting payments the best bet is to contact FNB on 0861 PAY PAL. You can also read more about this here: