Difference between revisions of "Whirlwind eCommerce Engine Wiki"

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== Whirlwind Commerce Engine ==
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== Welcome ==
Welcome to the Whirlwind eCommerce Engine Wiki.
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* [[Installation]]
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* [[The Administration Console:First Look]] - Get an overview of what you can do with your Whirlwind Web Site
* [[Initial Setup]]
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* Give us feedback via [[Wiki Suggestions]] and [[Upgrade Requests / Bugs]]
<!--* [[Tour]]-->
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* [[Getting Started]]
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==Content Managers==
* [[Configuration]]
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* [[Pages]]: Create pages for products, categories, information or anything. Manage the content of ALL pages including the checkout process, account management and more. Have pages double as RSS feeds so you can manage content in one place that is displayed as a web page to web site visitors and as an RSS feed to feed subscribers.
* [[Management]]
+
* [[Image Library]]: Manage all your site images via a simple, photo album style interface. Easily place images into content, upload new images or even crop/resize images through the interface.
** [[Pages]]: Page Content Management
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* [[File Library]]: Manage all your downloadable files via a simple, file manager style interface. Easily link pdfs, spreadsheets, documents, zip files to you page content.
** [[Images]]: Image and File Management Library
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* [[Menus]]: Control all the menu bar links in your site's C-nav (top tabs, left categories, bottom links, etc) via one centralized location.
** [[Libraries]]: Reusable, Selectable Content and Image Lists
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* [[Custom Search Groups]]: Manage Keyword drop downs that jump to specific page(s)
** [[URL Map]]: Keeping old links intact and Alias URLs
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* [[Banners]]: Create and manage banner ads, campaigns and zones for campaign/banner placement.
** [[Menus]]: Persistent menu bar links
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** [[Landing Pages]]: Specialized home pages targeted to specific users
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** [[Form Submissions]]: Lookup any, all custom forms submissions
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==Marketing==
** [[Documents]]: Secure files for specific user access
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* [[URL Map]]: Create custom, easy-to-remember alias URLs (links) for promotional materials.
** [[Pending Approval]]: View, edit and post page content changing pending approval
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* [[Landing Pages]]: Provide users with targeted content.
** [[Custom Search Groups]]: Manage Keyword drop downs that jump to specific page(s)
+
* [[Pages:Custom Forms]]: Create custom forms that collect any information you wish. Use custom forms to provide a means for newsletter registration, catalog ordering, contact, help requests, or anything else you can think of. View and manage all submissions made through these forms in one centralized location.
** [[Users]]: Lookup, add and edit users and user group membership.
+
* [[Campaigns]]: Create, manage and track email campaigns.
** [[Sessions]]: View who is logging into the website and when
+
* [[Banners]]: Create and manage banner ads, campaigns and zones for campaign/banner placement.
** [[Groups]]: Create user groups that can be used to manage administration or content access
+
* [[Discounts]]: Manage coupons and automatic promotional discounts.
** [[Forums]]: Approve pending forum/comment posts. Lookup, edit, delete all forum/comment posts.
+
 
** [[Campaigns]]: Create, manage and track email campaigns.
+
==Moderators==
** [[Campaign Subscribers]]: Lookup, edit campaign subscribers.
+
* [[Users]] : Control user rights, permissions and access
** [[Banners]]: Create and manage banner ads, campaigns and zones for campaign/banner placement.
+
* [[Form Submissions]]: Lookup and edit any, all form submitted information.
** [[Products]]: Add, edit delete products. Link products to pages.
+
* [[Sessions]]: View who is logging into the website and when
** [[Product Price Matrices]]: Manage price matrices (volume discounting) that are available to all products.
+
* [[Forums]]: Approve pending forum/comment posts. Lookup, edit, delete all forum/comment posts.
** [[Product Option Groups]]: Manage groups of selectable options that are available to all products.
+
* [[Campaign Subscribers]]: Lookup, edit campaign subscribers.
** [[Shipping]]: Control shipping options available and pricing
+
* [[IP Blocks]]: Restrict visitors from accessing and using site tools (forms, comments, ordering, etc). View list of those blocked and add/remove blocks.
** [[Tax Management]]: Set tax rules for purchases
+
 
** [[Discounts]]: Manage coupons and automatic promotional discounts
+
==Web Masters / Site Administrators==
** [[Orders]]: Lookup and edit orders (both completed, and shopping carts in progress)
+
* [[Settings]] : Turn on, off and configure the features and functions that will be available on your web site.
** [[Cart Report]]: See return on investment for advertisements, campaigns. Find bottlenecks in the purchase process.
+
* [[Groups]]: Create user groups that can be used to manage administration or content access
** [[Page Templates]]: Create page templates that govern how pages are managed and viewed
+
* [[Users]]: Manage system user information - control user access, privileges and rights.
** [[Settings]]: Setup the site, activate site functions, manage site wide attributes
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* [[Pages]]: Look up and manage content for any page on the web site.
** [[IP Blocks]]: View list of computers blocked from form submissions. Add/remove blocks.
+
* [[URL Map]]: Transitioning from an existing website? Keeping old links intact so you don't lose search engine rankings. Create custom, SEO-friendly URLs to ANY page on your web site that appeal to search engines and are easy to remember for site visitors.
 +
* [[Client New Site Testing Protocol]]: A checklist to help new site owners pinpoint changes they want on their web site before launch.
 +
 
 +
==Store Managers==
 +
* [[Pages]]: Manage categories, product lines, product pages, checkout process pages - or any other page content on the site.
 +
* [[Products]]: Add, edit delete products. Control product behavior and pricing. Link products to pages.
 +
* [[Product Price Matrices]]: Manage product price matrices (volume discounting).
 +
* [[Product Option Groups]]: Manage product groups of selectable options. Color, size, or any other option you want to make available on certain products.
 +
* [[Shipping]]: Control shipping methods and pricing
 +
* [[Tax Management]]: Set tax rules for purchases
 +
* [[Discounts]]: Manage coupons and automatic promotional discounts
 +
* [[Gift Cards]]: Add, edit and add transactions to gift cards.
 +
* [[Orders]]: Lookup and edit orders (both completed, and shopping carts in progress)
 +
* [[Cart Report]]: See return on investment for advertisements, campaigns. Find bottlenecks in the purchase process.
 +
 
 +
==Integrators==
 +
* [[Attn: Template Integrators]]: New to template integration? Here is some protocol to follow to make your job easier and keep your clients satisfied.
 +
* [[Installation]]: Software setup and configuration to prepare a server to use the Whirlwind eCommerce Engine.
 +
* [[Initial Setup]]: What to do when the new site is turned on for the first time
 +
* [[The Administration Console:First Look]]: Tour of the administration console for managing the site
 +
* [[Settings]]: Your first task on your new site is to specify the initial settings, select which features and functions will be available and configure how those features and functions will operate.
 +
* [[Menus]]: Use Menus to control content in the web site's Cnav. Understand how menus work before building your first templates.
 +
* [[Pages]]: Build content pages for your web site. Understand how pages work before building your first templates.
 +
* [[Page Templates]]: Learn how to qualify and build templates that will govern how content managers control page content and how that content will be presented.
 +
* [[Pages:Custom Forms]]: Setup custom forms for web sites for newsletter registration, information collection, contact and more.
 +
* [[Data Integration]]: Import data from legacy systems. Set up regular data transfers between Point-Of-Sale systems and the web site.
 +
* [[Page_Templates:Functions]]: A reference guide to all functions and calls at your disposal when creating a template
 +
* [[CSR: Support]]: Continuing client support
 +
* [[Launch Punch List]] : Checklist for launching a new site
 +
* [[Google Analytics Setup]] : Details on setting up a GA account to support a Whirlwind eCommerce site
 +
 
 +
==Programmers==
 +
* [[Attn: Engine Programmers]]: Custom programming your version of our engine? Here's some tips that will help make your work easier and prepare your modifications for others who will be programming your version of the engine.

Latest revision as of 16:52, 1 December 2010

Welcome

Content Managers

  • Pages: Create pages for products, categories, information or anything. Manage the content of ALL pages including the checkout process, account management and more. Have pages double as RSS feeds so you can manage content in one place that is displayed as a web page to web site visitors and as an RSS feed to feed subscribers.
  • Image Library: Manage all your site images via a simple, photo album style interface. Easily place images into content, upload new images or even crop/resize images through the interface.
  • File Library: Manage all your downloadable files via a simple, file manager style interface. Easily link pdfs, spreadsheets, documents, zip files to you page content.
  • Menus: Control all the menu bar links in your site's C-nav (top tabs, left categories, bottom links, etc) via one centralized location.
  • Custom Search Groups: Manage Keyword drop downs that jump to specific page(s)
  • Banners: Create and manage banner ads, campaigns and zones for campaign/banner placement.


Marketing

  • URL Map: Create custom, easy-to-remember alias URLs (links) for promotional materials.
  • Landing Pages: Provide users with targeted content.
  • Pages:Custom Forms: Create custom forms that collect any information you wish. Use custom forms to provide a means for newsletter registration, catalog ordering, contact, help requests, or anything else you can think of. View and manage all submissions made through these forms in one centralized location.
  • Campaigns: Create, manage and track email campaigns.
  • Banners: Create and manage banner ads, campaigns and zones for campaign/banner placement.
  • Discounts: Manage coupons and automatic promotional discounts.

Moderators

  • Users : Control user rights, permissions and access
  • Form Submissions: Lookup and edit any, all form submitted information.
  • Sessions: View who is logging into the website and when
  • Forums: Approve pending forum/comment posts. Lookup, edit, delete all forum/comment posts.
  • Campaign Subscribers: Lookup, edit campaign subscribers.
  • IP Blocks: Restrict visitors from accessing and using site tools (forms, comments, ordering, etc). View list of those blocked and add/remove blocks.

Web Masters / Site Administrators

  • Settings : Turn on, off and configure the features and functions that will be available on your web site.
  • Groups: Create user groups that can be used to manage administration or content access
  • Users: Manage system user information - control user access, privileges and rights.
  • Pages: Look up and manage content for any page on the web site.
  • URL Map: Transitioning from an existing website? Keeping old links intact so you don't lose search engine rankings. Create custom, SEO-friendly URLs to ANY page on your web site that appeal to search engines and are easy to remember for site visitors.
  • Client New Site Testing Protocol: A checklist to help new site owners pinpoint changes they want on their web site before launch.

Store Managers

  • Pages: Manage categories, product lines, product pages, checkout process pages - or any other page content on the site.
  • Products: Add, edit delete products. Control product behavior and pricing. Link products to pages.
  • Product Price Matrices: Manage product price matrices (volume discounting).
  • Product Option Groups: Manage product groups of selectable options. Color, size, or any other option you want to make available on certain products.
  • Shipping: Control shipping methods and pricing
  • Tax Management: Set tax rules for purchases
  • Discounts: Manage coupons and automatic promotional discounts
  • Gift Cards: Add, edit and add transactions to gift cards.
  • Orders: Lookup and edit orders (both completed, and shopping carts in progress)
  • Cart Report: See return on investment for advertisements, campaigns. Find bottlenecks in the purchase process.

Integrators

  • Attn: Template Integrators: New to template integration? Here is some protocol to follow to make your job easier and keep your clients satisfied.
  • Installation: Software setup and configuration to prepare a server to use the Whirlwind eCommerce Engine.
  • Initial Setup: What to do when the new site is turned on for the first time
  • The Administration Console:First Look: Tour of the administration console for managing the site
  • Settings: Your first task on your new site is to specify the initial settings, select which features and functions will be available and configure how those features and functions will operate.
  • Menus: Use Menus to control content in the web site's Cnav. Understand how menus work before building your first templates.
  • Pages: Build content pages for your web site. Understand how pages work before building your first templates.
  • Page Templates: Learn how to qualify and build templates that will govern how content managers control page content and how that content will be presented.
  • Pages:Custom Forms: Setup custom forms for web sites for newsletter registration, information collection, contact and more.
  • Data Integration: Import data from legacy systems. Set up regular data transfers between Point-Of-Sale systems and the web site.
  • Page_Templates:Functions: A reference guide to all functions and calls at your disposal when creating a template
  • CSR: Support: Continuing client support
  • Launch Punch List : Checklist for launching a new site
  • Google Analytics Setup : Details on setting up a GA account to support a Whirlwind eCommerce site

Programmers

  • Attn: Engine Programmers: Custom programming your version of our engine? Here's some tips that will help make your work easier and prepare your modifications for others who will be programming your version of the engine.