Support Manual / Site Specific Help / E-Commerce How to's

Please see more details about it here:   https://pay.amazon.com/secure-checkout/small-merchants
To understand more from the Buyer's side, see:   https://pay.amazon.com/help/201754640

We've integrated your shopping cart with Amazon Pay.  You will need to obtain a merchant account from Amazon, and then enabled the payment setting in your WebsiteForge Members area.  Here are the steps once you've obtained an Amazon Pay Merchant account.

In the WebsiteForge members area you can now print shipping labels right from your order in the order list.  First, you will need to configure your account with ShipEngine to be able to generate labels.

You can create a shipengine account here: https://www.shipengine.com/signup/

Once you create your free account, go to the "API Management" area and create a new key. (don't use the test key)

When you are logged into your ShipEngine account you can link any existing shipper accounts you already have such as your UPS account or USPS, that will give you your specific negotiated rates with those shippers.  Or you can use their default accounts and get those rates.

Now that you have an API key, you can go to the "ShipEngine" area in your E-commerce module and click "enable" and supply your API key there and save.

Now you are set to create shipping labels from your orders.  Just edit your order and click "create label". 

If you want your ship from address to auto populate when you are creating a label you can add your ship from address in "Shipping Sources" area of your E-commerce module.

You can make a overnight or 2 day shipment stand out on your order list page.  Here's how:

Go to your Shipping methods/Conditions area and edit the method that you wish to have a notice show for.  Check the box labeled "Highlight Orders with This Shipping Method".  Then Save.

You will now see a notice icon on your order list page letting you know of all orders that use this particular Shipping method.  You can apply this setting to as many urgent shipping methods as you like.

YES!  Here's how.

First go to your pages area. 

Then E-commerce pages.

Then look for your "Invoice" page.

Then check the box that reads "Survey Opt-In Module of Google Customer Reviews".

Once you check the box you will have some configuration options.  Including the option to include any added shipping time to your shipping estimates.  By default the estimated shipping time from the shipper will be sent over to Google, if you require additional time for processing you can add it here.

You can then Save.  And publish.

Increase the conversions by offering a discount for those that have purchased enticing them to return and leave a review!  Targeted Re-Marketing can really increase sales.  Sometimes just a simple message asking people to review your items and they will!

Don't leave your shoppers hanging...let them know you are happy to keep their business.  You can also offer them store credit(AKA Virtual Wallet) for future purchases if they leave a review!

It is easy to get this setup in your WebsiteForge website. 

 There are some variables listed here for you to use.  These pieces of code will show the user what it was that they purchased.  If you have any questions on this please feel free to contact support and anyone there can help you set this up. :)

In this answer we are going to show you how to create a global discount and how to setup a notification that will show users they are close to getting a discount. (this will encourage users to add more to the cart in order to get a savings.)

You will find this by going to your E-commerce module, clicking on "Global Discounts/Coupons". *NOTE a global discount is a discount that will automatically apply when an order meets the discount criteria.  A coupon requires the user to enter a code AND have the criteria of the discount met. (Example, if you have the discount set at 10% off when more than $5 is purchased then the criteria for your discount is that there be at least $5 in the cart to get the discount) For a more detailed instruction on setting up discounts see this article.

You will need to setup the notification by checking the check box to "Show popup message about discounts".  Then customize your message.

You will need to set how much of a difference you want between what is in the cart currently and when they get a notification about the discount.  In my video example at the bottom you can see I set the trigger to go off when they are within $2 of their discounted price.

Be sure to save your work when done and test using the "preview site" link at the top of your members area. 

Product reviews are a great way to let potential clients know how well received your products are to other buyers.

You can setup Product Review Moderation that will allow you to view the review and approve it before it is posted to your site.  

To start, you will want to:

Add a new frame if an empty one does not already exist.(see screenshot below)

Change the frame type to "Item Reviews"

Change frame type screenshot:

Then choose the "E-commerce module" and "Item reviews" frame type

These changes are page changes and will require a publish.

Also see these videos on how to access your reviews and approve them if you decided to choose "Premoderated reviews"

accessing reviews https://videos.websiteforge.com/11.html?m9:post=ecommerce-module-access-reviews-websiteforge-ecommerce-website

How to approve reviews https://videos.websiteforge.com/11.html?m9:post=ecommerce-products-how-to-approve-reviews-websiteforge-ecommerce-website

Increase the conversions by offering a discount for those that have abandoned cart!  Targeted Re-Marketing can really increase sales and decrease abandoned carts.  Sometimes just a simple message letting people know they forgot to finish the checkout process is all that is needed. 

Don't leave your shoppers hanging...let them know you are happy to keep their business.

It is easy to get this setup in your WebsiteForge website. 

 There are some variables listed here for you to use.  These pieces of code will show the user what it was that they left in their cart.  If you have any questions on this please feel free to contact support and anyone there can help you set this up. :)

Hello,

This explains how you can add Captcha or Spam control box on your payments page when the payment is being made by credit cards. This helps stop the automatic scripts that try to attempt fradulent payments as a human verification is needed to go past the payments page.

To enable this, go to payment settings under e-commerce module and click "Settings" button next to your payment method.

Then check the box for "Show Captcha" and hit Save.

This is a really useful option as it stops the bots/scripts programmed to run and attempts payments numerous times while changing some information so that a fradulent order can be placed. It also thus reduces the fake attempts at your payment partners servers.

Thanks

System settings is the area where you can define the settings like which page to use for products, which membership module is to be used for your e-commerce module, etc. 

If you have multiple product pages, you can choose which one to keep as default from here -

 You can also choose which membership module should be associated with the e-commerce module by changing this setting - 

 If your site has multiple databases you can configure which one is to be used from here -

 For specific assistance on changing any system settings please feel free to contact support.

There is an area designed just for this.  It is located here for the E-Commerce Module:

YourDomain.com > Modules > Ecommerce: Products (mX) > Downloadable products

You will need to then choose the folder in which you have placed the downloadable content.

Then choose the duration for which you want the link to be valid for so that the file can be downloaded.

And the last option that you will need to select is which page will the users be guided to once the link has expired. This can be any page on the site or you can create one specifically for this.

For more information feel free to visit Tech Support.

• Cart and Checkout Settings
• Wish List Settings
• Gift List Settings
• Inventory Control
• SEO Settings
• Miscelaneous Settings
• Labels

Product Label (Plural)

You can see all of these things in the "Visitor Tracking" area.

YourDomain.com > Visitor Tracking

Here we will discuss:

1. Active sessions
2. Inactive Sessions
3. Abandoned Carts
4. Searches
5. Zero Search Results

See screenshot:

You can switch between the links at the top of this area to see more about that area.

Active Sessions are vistors that are on your site now.  It will show you what page they are on.  And if you click the "History" button next to the page, you can see what pages they have been on, in your site.  And where they came to your site from.

see screenshot:

Inactive Sessions are people that have been on your site.  This area will show you what time the visitor was there, how many pages they visited.  the total time they were on your site.  their IP address, and what Browser they used.  If you click the "History" button you will see their path similar to the one shown in the "Active session" screenshot above.

Abandoned Carts will show you a cart that someone decided not to check out with.  It will show you the Name(most will show Guest, unless they logged in). Last Page visited, When they Left, the number of pages visited, The total time they were on the site, and how many items were in the cart. You can click on the History button here as well and get detailed info on how they came to your site.

Searches will show you all of the seraches done on your site.

Zero Search Results will show you all the searches done on your site, that turned up no results. (this may mean you need to update some keywords in your items or add some synonyms.  See Full text search Results for Synonyms.  You will need to edit your products to update Keywords)

You can also see a great deal of information regarding your site stats in the "Site Stats and Backup" area.

You can change what fields you have in the "Shipping Info Fields" area.  (Fields are what collect users info)

Click here to see a quick video related to this answer.

You can access this area here: YourDomain.com > Modules > Ecommerce: Products (mX) > Shipping Info Fields

By default these are the fields used.  The ones with the * are required fields.  There are some cases where the "country" field has been disabled, this will cause the option for international shipping addresses impossible.

If you are wanting to post a message to your customers on the page where they fill this information out.  Then you would go here:

YourDomain.com > Pages > Ecommerce: Products (mX) > Checkout: Customer Info (mX_customer_info.html) > Area A (Main) > Page Layout

see screenshot:

You can add a message to the top frame, or add a topmost frame.

Also if you add a custom Field in the Shipping Info Fields area, and you don't see it on this page.  You can choose to "Show" it here in the frame settings of the "Products:Add/Edit Customer Info Form".

(If the field isn't checked in the highlighted Column then it will not show on the page)

If you have questions about these options please feel free to Contact Support.

You can control many things regarding your shipping in the "Shipping Settings" area.  See list below.

1. Whether or not you want to show your customers the shipping source
2. Whether or not you want to show the Shipping Weight to Customers
3. Whether or not you want to Allow the Billing address to be different from the Shipping address
4. Whether or not you want to put the Company Name first on the Shipping Address
5. Whether or not you want to Enable Advanced Shipping Location Features for Customers. (This allows your customers to have multiple Ship To addresses, like "work" or "home")
6. You can configure the message Customers will see when there is not Shipping Method configured
7. You can configure the message Customers will see when there are no Shipping Methods available
8. "Use Real-Time and Table-Based calculators" will allow the system to get real time quotes for shipping from shippers like UPS or Fedex.  And "Table-Based Calculations" refer to the Flat rate methods you may setup in the table of a user defined method.
9. "Default Weight (lbs)" allows you to set a default weight, for products that don't have a weight setup.  (NOTE: it is best to put accurate weights in your products so the calculations for shipping are accurate)

This area is not to setup your Shipping Conditions or Methods you will only be able to change the settings outlined above.

For more specific help with a feature please feel free to Contact Support.

A Shipping source is where an item is shipped from.  Some customers have items shipped from several sources.  To be able to offer accurate shipping calculations it is important to use accurate Shipping sources.

You can setup your shipping sources here:
YourDomain.com > Modules > Ecommerce: Products (mX) > Shipping Sources
See screenshot:

Once you have setup your shipping sources, it is important to specify what products use each shipping source.  By default products will use the "Primary" shipping source.

You can specify a shipping source by editing your products and specifying it.

See screenshot:

If you need further assistance in setting up your Shipping sources please feel free to Contact Support

There is an area designed just for this.  It is located here for the E-Commerce Module:

YourDomain.com > Modules > Ecommerce: Products (mX) > Notifications

and here for the AD Module:

YourDomain.com > Modules > Ad: Ads (mX) > Notifications

Enabling this feature will send an automated email to all of the members in the Membership Module associated with your AD or E-Commerce module (whichever you are setting up) with the exception of those "opted out".

You can customize how the email will appear in this area.

There is a "header" & "Footer" area.  This will allow you to have the same header and footer regardless of what items are included in the message.

See an example of a header here:

You can see the header here with the logo, and other info.  That information will get sent every time.  The products in the list will change.  (the notification will include only newly added items)

Now on the Bottom here are the links that are the footer.  This area will be included in every message sent out as well.

There are some settings here for the E-Commerce module that allow you to choose:

"Send Notifications on New Products" will enable this feature.
"Periodicity". - this determines how frequent your message will go out.

"Included Categories". - this allows you to select the categories of products included in your "new items" notification.

You can also choose to ignore a specific "product type."

see screenshot:

For the AD module the "General Settings" area looks like this:

Choosing "Send Notifications on New Items" will enable this feature on your AD module.

Periodicity - is how often this notice will go out.

"Included Categories". - this allows you to select the categories of ADs included in your "new items" notification.

"Only in Customer's Region" - will narrow down ADs that are close to the customer.  The next two fields help dermine what the "region" is.

"Zip code Field" - this allows you to choose a field that you have that tells the system what the Zip code field is.

"Max Distance" - Determines how far away to include in the customers "region".

You can adjust the layout of your Products/ADs Notification and what all is included in this email.  

See screenshot:

"Product List Page for Category Links" tells the system where to send users that click on a Category link from the notification.

"Product Detail Page" - This tells the system what page you want to use as the product details page, when user clicks on a specific product from the notification.

"Number of Columns" - Will determine how many columns of products are shown in your notification

"Row Separator" - adds a line in between Rows to distinguish between products

"Column Separator" - adds a line in between columns to distinguish between products

"Max number of Products" - This determines how many products will be included in your email.

Clicking the "Customize Product List Layout" button will open up a window that allows you to customize your layout, similar to the layout builder found on your product pages.

You can Choose the Fields that you wish to display, and how much room you would like them to take up.

When you click on "Test Notification" it will send a copy of this notification to the email address specified in the "my Profile" area.

And you can also post to FaceBook.  It will post a notice on your Wall that is setup in the "Social Media Integration" area.

For more information feel free to visit Tech Support.

You can add a Discount or Coupon when you go here: YourDomain.com > Modules > Ecommerce: Products (mX) > Global Discounts/Coupons

First let me explain what a Discount is.  A Discount is something you offer your customers that will save your customers money.  Whether its a percentage off, a dollar amount off,  free shipping, or a free item.

There are 2 ways to offer a Discount. A Global Discount, and a Coupon.

A Global Discount is a discount that applies to all users (or if designed to, specific users) without needing a coupon or Promo code.

A Coupon is the "promo code" and it will also determine when the coupon expires, how many times it can be used.  A coupon NEEDS a discount applied to it.  A global discount does not need to be associated with a Coupon and cannot be.

Here is how you create a Discount:

Click on "Add Discount" and this is the screen you will see:

(NOTE: By Default no discount is applied to any item or buyer.)

This area is extremely flexible.  Understanding the different areas of the discount will help you make a discount do what you wish it to do. (NOTE: ALWAYS TEST YOUR DISCOUNTS as a customer in several scenarios)

I recommend naming your discount appropriate to what the discount will be.  For example if your discount is for a percentage off shoes, then I would name it accordingly(10% off Red Shoes).

NOTE: all fields under the "Discount Types" area do not need to be filled out.  Only the areas that will pertain to your discount

Under the "Use Conditions" this is where you can specify if the discount applies to certain buyers, certain products or when an order is between a certain price.

Discount Types:

Per order - This area will allow you to specify a particular dollar or percent discount for the order. (NOTE you can tell the discount in the use conditions which items, buyers or order amounts get this amount off)

Per Item - This area lets you specify a more precise discount if you wish to apply a discount per item with ranges. (For example when 10 or more are purchased buyers can get 10% off, and when 20 or more are purchased they get 12% off etc...)

Shipping Discount - This area will let you choose to apply a percent off Shipping, Free Shipping for selected items or Free Shipping for all items.(for more ways to apply shipping upcharges or other ways to define shipping see here)

Volume Discount - This area will let you setup different scenarios with Volume discounts.  For example if you wish to offer a "buy 1 get 1 free" this is where you would specify.  You can specify what free items are available.  You can also setup a Percent or Dollar Discount for every X amount of items purchased.

If you need specific help setting up a discount please feel free to ask about your specific scenario with Tech support.

 Global Discounts are located here:

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As you can see in this example there are 2 global discounts. (you can identify which are global discounts because they will be inbetween the "Add Discount" button and "Global Discounts".)  There is no limit to the number of global discounts, or Coupons.

Coupons:

Now lets show an example of a Coupon and how it can be used.

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You can find the option to "Add Coupon" at the bottom of the "Global Discounts/Coupons" page.

Here is what that screen will look like:

This is where you will specify the "Coupon ID" which some sites call the "Promo code".  It is the actual name that your customers will enter to be able to receive this coupon.  NOTE: it is case sensitive

You can also determine when this coupon expires, and how many times it can be used. (NOTE at this point there is no discount applied to this coupon.  That is setup next)

Once your Coupon is setup you will want to add a Discount for that coupon. 

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If you need assistance in setting up your Coupon or Global Discount please feel free to come to Support.

First you will need to determine where in the world you would like to ship your items.

For a quick video overview of this area please go here

Next you will need to go here: YourDomain.com > Modules > Ecommerce: Products (mX) > Shipping Zones

see screenshot:

You can see here that in this example there are 2 zones setup(United States & Canada).  NOTE: setting up a zone DOES NOT setup any form of shipping to that zone.  That will be done in the "Shipping Conditions and Methods" area after this is done.

Setting up multiple zones allows you to create separate shipping methods for each zone. If there are any countries which you do not ship to - then they should be left out of any zones that you create.

To create a zone, first type in a zone name:

(it is best to name the zone something that will be relevant to the area that you can easily identify later.  Customers will not see this name)

In the example above I want to create a zone that just ships to Guam, Puerto Rico, and the Virgin Islands.  That is what I named the zone.  And have selected those areas under "US States".

Once the areas are selected click on "Add Item"

Once the areas are added to the "Selected Items" column, you can click "Add" to add it as a newly created zone.

Please feel free to Contact Support if you have any questions.