Managing your online store with Business Catalyst — (Part 2)

Managing your online store with Business Catalyst — (Part 2)


Tutorial Details

  • Difficulty: Intermediate
  • Topic: eCommerce

Tutorial Downloads

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Introduction

This is the second part of our tutorial written for those who want to learn how to manage and configure their online store with Business Catalyst. You should read Part 1, before reading this tutorial.


Why Business Catalyst?

Business Catalyst (BC) includes all the main functions you need to run a successful online business. It includes Content Management System (CMS), Customer Database (CRM), eCommerce, blogging, email marketing, analytics and more. Check out the official Adobe Business Catalyst website for more details. This tutorial is the second part of a series on managing your online store through Business Catalyst. It will cover additional features of the Business Catalyst E-Commerce system.


Step 1: Discount Codes

You can offer special promotions through the Discount Codes feature. Your customers will be able to use the discount code when they check out. Discount codes are often useful around the holidays, or to increase sales for a new product or particular category of items.

Business Catalyst allows you to make three different types of Discount codes.

  1. Percentage of Order
    • Example: Get an additional 10% off through this week only!
  2. Fixed Dollar Amount
    • Example: Take $5 off when you spend $80 or more
  3. Free Shipping

Creating Discount Codes

To create a Discount Code go to your Business Catalyst admin (or by clicking the Manage button in Muse). On the left side menu go to E-Commerce > Discount Codes.

Now on the page you should see a form on the right and an open area on the left. All of your Discount Codes will be listed on the left. Fill out the form on the right to create a new Discount Code:

  1. Description: Give the discount code a descriptive name that will allow you to remember what it's for later. For example, "Christmas Holiday Free Shipping 2013"
  2. Discount Code: In this field, type the code that will be used by customers to redeem the discount. The code can be a simple numerical combination, text, or both. The code cannot have spaces. You may use special characters. Examples: PKV884, Free_Shipping
  3. Select the type of discount code you'd like. If you choose Percentage of Order or Fixed Dollar Amount an additional field will pop up for you to specify this amount.
  4. Under the field "Apply Discount Only if Order Total Greater Than", you can specify a minimum total required in order to qualify for the discount.
  5. Expire After X Redemptions limits the number of people who can use the discount code, not the number of uses per person. You might use this feature for a sale such as "The first 50 people who order will get $5 off! Act Fast!"
  6. Set a start and end date for the discount code under "Release Date" and "Expiry Date"
  7. Make sure the "Enabled" box is checked.
  8. Finally, hit "Save Discount Code".

Adding Discount Code Field to Shopping cart

The discount code field is displayed on the shopping cart by default. If your shopping cart page doesn’t include it, you need to add it to your shopping cart layout so that customers can enter the discount code upon checking out.

  1. Go to Site Manager > Module Templates and select the "Online Shop Layouts" icon. Then, under the "Customize Check-Out Process Experience" section, choose "Shopping Cart"
  2. Select "Add modules and tags". A column called "Toolbox" will pop up on the right. In the Toolbox, select the "Data" tab. You will see a list of all the possible shopping cart tags.
  3. In the WISIWYG editor, place your cursor where you want the gift voucher field to go. Then locate and select the {tag_discountcode} tag in the Toolbox. The tag will appear where you placed your cursor.
  4. Finally, click Save.

Step 2: Gift Vouchers

The Gift Vouchers feature in Business Catalyst allows you to create a gift voucher, or certificate, and send it to a specific customer through email.

Selling Gift Vouchers

You can also allow customers to purchase a gift voucher in your store. The gift voucher will simply be another product in your store, and is created the same way as other products. When a customer purchases a gift voucher they will choose who to send it too and specify a recipient email. 

Go to E-Commerce > Products. Select "Add Product" and fill out the details as you would any other product. Under the "Product Details" section, check the box called "Gift Voucher" to make the product a gift voucher. See Part 1 of this tutorial for more information on creating products.

Adding Gift Voucher Field to Shopping cart

The gift voucher code field is displayed on the shopping cart by default. If your shopping cart page doesn’t include it, you need to add it to your shopping cart layout so that customers can redeem their gift vouchers.

  1. Go to Site Manager > Module Templates and select the "Online Shop Layouts" icon. Then, under the "Customize Check-Out Process Experience" section, choose "Shopping Cart"
  2. Select "Add modules and tags". A column called "Toolbox" will pop up on the right. In the Toolbox, select the "Data" tab. You will see a list of all the possible shopping cart tags.
  3. In the WISIWYG editor, place your cursor where you want the gift voucher field to go. Then locate and select the {tag_giftvoucher} tag in the Toolbox. The tag will appear where you placed your cursor.
  4. Finally, click Save.

Manually Creating Gift Vouchers

You can also manually create gift vouchers and email them to your customers. Go to E-Commerce > Gift Vouchers. Select "Add Gift Voucher" and fill out the details on the form:

  1. Gift Voucher Code: The code you put in this field is what the recipient will use to redeem the gift voucher at check out. This code can be a random combination of numbers and digits, or you can create a naming convention such as the date created followed by the recipient's initials. The code you enter should not be easy to guess or obvious, such as "1".
  2. Value: Add the amount you want the gift voucher to be worth. The value will be in the currency of the county specified later in the form.
  3. Make sure the box "Enabled" is checked.
  4. Enter the "Recipient Name" and "Recipient Email"
  5. Country: The country you specify will determine the currency of the gift voucher. You will most likely want this to be the country where your recipient resides.
  6. Message: Add a message for your recipient. NOTE: The email your recipient receives can be customized under System Emails, but that will not be covered in this tutorial.
  7. Finally, click Save. Once you hit save, a new field will called "Balance" will appear below the "Enabled" box. This will track how much the voucher the recipient has used.

Step 3: Affiliate Program

An affiliate program allows you to reward other sites for linking to your store by giving them a commission on each sale they refer to you. To track these referrals, you need to create an affiliate program and allow sites to become affiliates. Each affiliate will have a unique affiliate code that they will use when linking to your site. This will allow Business Catalyst to track the referral sales.

To create an affiliate program, you go to E-commerce > Affiliate Programs and select “Add Affiliate Program”. Fill out the details on the form:

  1. Affiliate Program Name: The landing page is the page where visitors will arrive when they click on the affiliate’s link. You can make this destination page any page on your website, including your catalogues.
  2. Commission (%): Set the amount of commission you will pay to the affiliate. Make sure you enter the percent value as a decimal. Example: 5% should be entered as 0.05.
    • NOTE: Business Catalyst uses a pay per action system. This means you will pay the commission based on what the customer does on your site, rather than pay per click, which is a payment for every time a customer clicks on the link.

When you’re finished, click Save.

The “Subscribers” tab at the top, next to the “Details” tab, should now be active. Click on the “Subscribers” tab to add affiliates--the merchants who will have the refferal link to your site.

To add a subscriber, fill out the details on the form. If you check the box “Email Details to User” then the subscriber will receive an email notifying them that they are subscribed as an affiliate. You can customize the exact text of this email by going to Site Manager > System Emails > Affiliate program details

You can manage the details of each subscriber after you add them. A list of your subscribers will appear under the “Subscribers” tab. Click “view” next to the name of any subscriber to view statistics on the subscriber’s activity in the program.


Step 4: Payment Gateways

A payment gateway is necessary for your online store to be able to accept credit card payments. After you have set up a payment gateway with one of the following supported payment gateway providers you can add the payment gateway to your site.

Configuring a Payment Gateway

  1. Go to E-commerce > Payment Gateways
  2. Specify the country you are configuring the payment gateway for
  3. Select your gateway provider from the dropdown list under the ”Gateway” field.
  4. Once you’ve selected your gateway, the fields required for the gateway will automatically come up. Fill out these details using the information provided by your payment gateway service provider. If you do not know the information contact your payment gateway provider for help.
  5. If you are using PayPal, fill out the PayPal Website Standard Section.

Step 5: Tax Codes

Use the Tax Codes feature to apply tax to your products. Tax Codes can be used to specify tax for a certain region, state, or even specific product

To create a Tax Code go to E-commerce > Tax Codes and fill out the form in the right hand column

  1. The dropdown menu “Select a Country to Add a Tax Code” will only list countries under which you have a domain name
  2. Tax Code: In this field, put the name of the tax code that will display to your customers.
  3. Tax Rate: Add the tax rate.
  4. Click Save when you are done.

If you want to apply tax per state, simply click “Add all USA state tax rates”. The system will automatically create the Tax Code for each state.

If you want a certain tax code to apply to a product regardless of the purchasers location, create the tax code and then add it to the product:

  1. Go to E-commerce > Products and select the product you want.
  2. Go to the Prices tab along the top.
  3. If you have more than one price for the product, select the price you want to add tax to from the list of prices in the left column.
  4. In the right hand column, at the bottom of the form, select the appropriate Tax Code from the dropdown field called “Tax Code
  5. Click Save when you are finished.

Step 6: Shipping Options

Business Catalyst allows you to easily connect your online store with most of the major shipping providers such as UPS, USPS, FedEx, DHL and Australia Post or create your own custom user defined shipping rates.

UPS

You can configure your online store to connect with your UPS account to calculate rates in real time. You must first create an account on UPS.com using your UPS account number. You will need the following information to connect your UPS account to your online store:

  1. Access Key
  2. User ID
  3. Password

The go to E-commerce > Shipping Options and fill out the form in the right hand column:

  1. Make sure Type is set to “UPS”.
  2. If you specify a Tax Code the tax will be added onto the shipping cost.
  3. Description: the description will be the name the customer sees when choosing a shipping option.
  4. Specify the Origin Zipcode. This is the zipcode for the location the packages will be sent from.
  5. Choose the type of UPS service you would like to offer (Next Day, 2nd Day, etc.)
  6. Choose your UPS Account Type
  7. Choose whether you would like to offer “Delivery Confirmation” or not
  8. Choose the type of packaging you are using such as UPS Express Box, or even your own Customer Packaging
  9. Then enter your Access Key, User ID and Password
  10. Click on ‘Show More Options’ to reveal additional options such as Handling Charges, excluding certain countries or even certain catalogs and more
  11. Click Save when you are finished.

FedEx

You can configure your online store to connect with your FedEx account to calculate rates in real time. You must first create an account on FedEx.com using your FedEx account number. You will need the following information to connect your FedEx account to your online store:

  1. Account Number
  2. Key
  3. Security Code
  4. Meter Number

Once you have the information, configuring FedEx shipping is similar the steps mentioned above for UPS.

USPS

Another supported shipping provider in Business Catalyst is the United States Postal Service (USPS). In order to configure USPS, you need the following information:

  1. User ID

Once you have the information, configuring USPS shipping is similar the steps mentioned above for UPS.

DHL

DHL is another supported shipping provider in Business Catalyst. In order to configure DHL, you need the following information:

  1. Account Number
  2. Key
  3. Password
  4. ID / Meter Number

Once you have the information, configuring DHL is very similar the steps mentioned above for UPS.

User Defined

You can also create custom shipping options using the User Defined Shipping Options feature

Go to E-commerce > Shipping Options and fill out the form in the right hand column:

  1. Make sure Type is set to “User Defined”.
  2. If you specify a Tax Code the tax will be added onto the shipping cost.
  3. Description: the description will be the name the customer sees when choosing a shipping option.
  4. Specify the Shipping Price. If you want to create a free shipping option simply put ‘0’ in this field.
  5. If you select “Show More Options” you can add a handling charge and limit the shipping option to apply to only specific product dimensions, product prices, type of customer, country of delivery, and product catalogue.
  6. Click Save when you are finished.

Adding Shipping Options to your Cart

If your site doesn‘t include the shipping options on your shopping cart, you must add the shipping options field to your shopping cart layout so that customers can select a shipping option when checking out.

  1. Go to Site Manager > Module Templates and select the "Online Shop Layouts" icon. Then, under the "Customize Check-Out Process Experience" section, choose "Shopping Cart"
  2. Select "Add modules and tags". A column called "Toolbox" will pop up on the right. In the Toolbox, select the "Data" tab. You will see a list of all the possible shopping cart tags.
  3. In the WISIWYG editor, place your cursor where you want the gift voucher field to go. Then locate and select the {tag_shippingoptions} tag in the Toolbox. The tag will appear where you placed your cursor.
  4. Finally, click Save.

Step 7: Shop Settings

The Shop Settings sections simply allows you to specify a couple items about your online store that don’t fall neatly into one of the other categories.

  • Shopping cart lifetime: This field sets how long your site will save a customer's cart if the customer leave the site without checking out.
  • New Taxation Engine: The new taxation engine uses an improved formula for calculating tax. Keep this box enabled.
  • Invoice decimal digits: This field simply sets how many decimal places are displayed on invoices.
  • Click Save any time you make any changes in Shop Settings

Conclusion

Business Catalyst allows you to create and manage a powerful, yet easy to use online store. In this tutorial we learned how to configure the remaining features of your online store like your payment gateways, product tax, and shipping options. We also covered how you can use Business Catalyst to market your store to your customers through discounts, gift vouchers, and affiliate programs.


Resources

Here are some links to resources used or mentioned in this tutorial.


Feedback

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