Overview of the Magento Catalogue
- How the catalogue is put together
- The important terminology
- How to plan your catalogue and what to do before you put your first product in
- Safeguarding yourself so mistakes can be reversed
- How to plan your catalogue and make changes to your catalogue which will make life easier and save time in the long run.
Creating and Managing Attributes and Attribute Sets
- The importance of attributes when creating a catalogue
- Knowing what the different types of attributes are and what to use them for
- Creating attribute sets and other tasks before you set up a product
- The use of specific attributes for configurable products
Creating and Managing Store Products
- The step by step process for creating a product for the first time
- Understanding all of the different product types and when to use them
- The trouble-shooters checklist that will save you time when resolving problems with products on your store
- Setting up each of the product types
- Understanding Magento's inbuilt stock control system
- The importance of good naming conventions
Managing Categories
- The categories options
- Understanding when to use root categories and when to use sub-categories
- Defining products within a category
- Using reusable content (static blocks) and images within the category
Advanced Categories Features
- Setting up filtering so that customers can restrict the view of products to the ones they are looking for
- Adding custom sort facilities
Customer Service
- Introduction to the areas of Magento for Sales and Customer Service staff
- Understanding the order process and each of the steps
- How the different ways to pay could affect an order
- The importance of good record keeping to solve future problems and queries
- How to quickly find orders or customers
Processing Online Orders
- The step by step guide to ordering
- How to process a paid order
- Shipping orders and delivery tracking codes
- Issuing credit notes for part or all of an order
- Making adjustments to orders
Using Magento to Deal with Telephone/Offline orders
- Setting up a customer account
- Placing an order on an account
- Taking payments over the phone
- How to keep good notes on the order process
- Discounting orders on the fly
Customer Information
- Updating customer records
- Creating and amending address details (including multiple addresses)
- Reordering based on previous orders
- Using customer accounts to help generate up-sell opportunities
The Inbuilt Customer Relationship Management (CRM) System
- Keeping notes on each part of an order for future reference and problem solving
- How to keep your customers informed at any/all stages of the ordering process
- Using the CRM to keep your records in check
Using the Inbuilt Emails
- Customising standard emails for example the order email to match your business
- Opportunities to send out order sensitive promotions
Overview of where content can be managed
- Navigation of the backend of the system
- Difference between the content types
- Overview of reusable content
The Content Management System (CMS)
- Setting up content pages in your store
- Using the WYSIWYG editor to format your content and understanding the elements available
- Using the media centre to store your library of images that are outside of the catalogue.
- Methods to help find images in the future.
- Managing the pages including naming conventions
Managing Reusable Content with Static Blocks & Widgets
- What are static blocks?
- Creating a static block
- Using a static block in your content
- Using static blocks in product categories
- Introduction to widgets - what are they?
- Using widgets in pages of content
- Using widgets to create product/ category specific content
- Using widgets to put content information on any page of your site (including checkout process, registration success etc)
Using Variables and Customer Variables
- Reduce the risk of error and repetition with the use of variables
- Setting up and using the system variables
- Configuring custom variables and where to use them
- Using variables to create managable marketing messages
Running and Managing your own Promotions
- Using special prices
- Cross-selling, up-selling and related products
- Time dependant offers
- What's the difference between Shopping Cart Rules and Catalogue Rules?
- Where are shopping cart rules used?
- Setting up vouchers
- Setting up group specific offers
- Using the query builder to create sophisticated and targeted offers
- What are catalogue rules users?
- Setting up simple sales
- Setting up sophisticated sales
- Using catalogue rules to make your promotions easier to manage
Overview of the Marketing Tools within Magento
- What you can do within the Magento system to promote your products
- Ways that Magento deals with seasonality
- Common mistakes to avoid when promoting products
- The value of sampling and split testing to ensure always improving results
Search Engine Optimisation for Magento
- Optimising products to be 'Search Friendly'
- Identifying keywords and phrases that will generate sales
- How to ensure your website is not seen as 'spam' by the search engines
Customising your Store
- How easy it can be to install a completely new look for your store using themes
- Changing the default content which appears on your store
Introducing the Multi Stores features
- Currency conversion versus base currencies
- Setting up a simple currency convertor
- Setting exchange rates
- The user experience
- Creating store views
- How editing products and categories changes when you are using a multistore system
- Assigning currency
- How to change product names and descriptions for each store view
- Applying independent themes
Mobile Commerce
- Applying mobile themes
- Simple changes so the store looks good on mobile devices and desktops