Table of Contents
List of Figures
The Site Wizard is our tool to assist you with setting up the options of a new PageDNA Storefront. It walks you through a step-by-step process to customize storefront and can be used to edit certain options on existing Storefronts. The following Help pages will take you through the Site Wizard.
Once you get comfortable with the Site Wizard, you can click on the steps and substeps in the left navigation bar to jump to specific tasks. The available substeps will change depending on the choices you make in earlier steps.
If you are creating a new site, then you will need to start with the Start A New Site tool found in the Hub.
|Accessing the Site Wizard from the Menu|
There is an option to use the Site Wizard in the site's menu. Great care must be taken when accessing the Site Wizard from the menu because you can change or remove features that you had configured. PageDNA Support recommends that you edit individual features from the menu instead of using the Site Wizard.
When beginning a new project, one of the very first things that you'll need to decide is what the basic configuration will be for your Storefront. Choosing wisely at this step can save hours of configuration and costly rework later on. There are five basic system types to choose from.
This our most basic but most flexible site type. Simply enable the modules and sections of the system that you need for your customer or project. These sites are designed to be used by a single customer. It allows for multiple subdivisions that may or may not be able to order the same products. The Shopping Cart feature is enabled in this template, and is difficult to disable. Use this site to design a fully custom solution for a single customer. If you do not want to use the Shopping Cart feature, use the Non-Shopping Cart template.
Non-Shopping Cart Site
This is similar to the Standard Site template without the Shopping Cart feature enabled. It is possible to enable the Shopping Cart feature later. Not using the Shopping Cart feature primarily affects the behavior of the Catalog and Catalog Admin.
If you are planning on integrating the site with ProMail, we strongly recommend you use this template because only one line item per order can be passed to ProMail. Due to this limitation of ProMail, postage and purchased mail lists are not supported because they are separate line items.
The Mega-Sites comes preconfigured with profiles, divisions, and a place holder division for new users to the system. Mega-Sites are designed to allow smaller accounts, which may not have the order volume or product line to require a stand alone storefront, to be combined. That combination come with some limitations and not all customers will fit into a single site. For example the site header logo can be set to swap based on the division set in the users profile, however the main site colors can not be changed. Before deciding on a Mega-Site, be sure to consult the Mega-Site docs on what's possible.
When considering the use of a Mega-Site try to envision it being used for several of your customers. Where do their needs overlap? What is the same about them? What is different? Do they all offer basic stationery but require different shipping and billing solutions? These are the sorts of things to keep in mind when building a successful Mega-Site.
Quotes sites are designed to help in the sale and processing of non-template (a.k.a. custom) jobs. The site comes preconfigured with several items and artwork that show real time quoting in action. You can use the site as it is or change the art, items, and options for something that more closely matches your needs. These sites are designed for use with the general public. The Quotes and Quotes plus modules can be added to standard or Mega site configurations to extend the each of that storefront as well.
Quotes Plus Site
Quotes Plus sites share a similar design and purpose to the Quotes sites. However the Quotes Plus configuration options allow for a far greater range of items and depth of estimation. These sites come pre-loaded with basic papers and cutting setups in addition to the standard Quotes offerings.
Full Feature Demo Site
This is the standard PageDNA Demo site. Create these as a tool to demo for your sales department to show the power of a PageDNA system. It can be used for sales prospects or other dedicated demos. These sites cannot be placed in live mode so it's important to understand that work done on a demo site would need to be recreated on a live site before being able to take live orders.
In order to create a new site, you will need to use the Start A New Site tool, found in the PageDNA Hub. At the bottom of the Hub's main page is where you can find the tool. It looks like this:
You can also access it from the Tools menu in the Hub's menu bar. Clicking on the Tools link will give you a submenu that includes a link to Start A New Site. Clicking on that link will take you to the Start a New Site tool like the one shown above.
Fill in the New Site Name and URL Name fields, then select the site type you want and click the Create Site button.
The New Site Name is the name of the site that will show on the first page of the ordering site to every user. It can contain spaces and capital letters.
The URL Name field will make up a portion of the site's URL. All site's on our system begin their URL with "www.nationsprint.com/clients/". The URL Name is added to the end. This can only contain lower-case letters and no spaces. For example, "Site Name", "site name", "SiteName", are all invalid. However, "site_name", "sitename" are both good. The URL Name of the site cannot be easily changed later so be sure that you choose a good name the first time and check your spelling. Also, that the URL name must be unique. Our servers will verify that the name does not already exist.
We suggest that URL Names be short in length, no longer than 10 characters. It's easier to type and remember "bobsbakery" than "bobsbakeryandinternetcoffeeshop". Your customers will thank you.
The site creation process copies a large number of files on the server during this process and it can take a few minutes to complete. Please be patient and wait for the next screen to appear. There is no need to click the Create Site button more than once.
Once the basic site has been created, a menu will be displayed that looks like this.
The first option (View Site) will take you to the customer facing storefront. Since this is a new site, the storefront will not contain any items and it will not have any customization yet.
The second option (Edit Site) will take you to the Storefront Menu. From there you can begin to edit the different aspects of the site and add items.
The third option (Use Site Wizard) is what will be covered in the rest of this chapter. This is where you will change the settings for many the site's features.
If you choose the View Site or Edit Site option, or you want to edit certain preferences for an existing site, you can access the Site Wizard from the Storefront menu. It's located in the Site Settings menu.
We recommend that you always use the Site Wizard to take do basic site configuration tasks, no matter how complex the project at hand might be.
The Welcome screen simply starts the Site Wizard process. Click the Continue button in the lower right corner to proceed to the next step.
The Client Name can be changed here. The Client Name and System Type will be used together to form the welcome message on the first page of the ordering site. This is also shown in various email templates.
The Site Title will appear in the upper right hand corner of all pages, unless the Site Header is suppressed completely (Web Templates --> Site Header). All of these variables can also be changed later in the Storefront menu, under Site Settings --> Site Info.
The Site Maintenance Contact is an internal contact used by PageDNA Support in case we find a site problem which needs your attention. End users will not see the Site Maintenance Contact person.
The Customer Service Contact information is Required for all sites. The customer will see this information in several areas of the ordering site. It is very important that the email address for the customer service contact be an active email for your company which is being monitored. The Order Confirmation emails will appear to come from this address and not PageDNA. We do this because end users may reply with important instructions or questions to the Order Confirmation emails.
Some Spam and Virus email filters may Block these emails. We recommend that you whitelist the PageDNA.com so that messages about orders are received correctly. Also whitelist the following domains as well to ensure nothing from PageDNA gets lost to your spam filters.
PageDNA allows each website to be branded by allowing a logo which will display in the upper left corner of each page. You may upload that logo here. It must be either a GIF or an RGB JPEG in format. Some Web browsers will not show a CMYK colored file, always choose RBG for files which are intended to use on the web.
This step can be skipped if no file is ready or no logo is to be used. A logo can also be added later from the Storefront menu.
The recommended size for the image is 200 pixels wide by 40 pixels tall. Files wider than 200 pixels may cause the width of the page to exceed the screen on some monitors and cause end users to be forced to scroll side to side. Files which exceed the 40 pixel height recommendation will add additional length to the page, forcing the user to scroll further down the page to get to all of the content.
To upload you logo, select Choose File. Select your file of choice and select Upload Logo. The screen should refresh and show your file under Current Logo.
NOTE: Some Web browsers will not show a CMYK colored file, always choose RBG for files which are intended to use on the Internet.
All sites start with a dummy manufacturer. To create a new manufacturer, enter the email address which should receive orders placed on the site, then click Apply Changes. If you will be using more than one manufacturer then you can continue to add them using the same steps. If you already have manufacturers entered, you can select them from the drop down list in the Add section. To remove a manufacture, click on the Drop link to the right of the manufacture name in the Current section.
Organization drop-down list: if this appears at the bottom of the New section, it is important to change it from 0: Unconfigured because not selecting your organization will affect shipping access.
Once the new manufacturer has been added in the Current section and made the default, select the edit link to see all the setup options.
The Delivery Address is the Primary recipient of the email. Other email address can be CC'd under Email CC. You may enter more than one address by separating each address with a comma.
We recommend that you check the Require Receipt button for all manufacturers which use email as a primary way of collecting order information. Require Receipt is a very powerful tool which keeps track of all orders sent to production. Each new email needs to be responded to. If there has been no response within 2 days, the system will send an additional email listing all orders which are unconfirmed and it will ask for action to be taken. This keeps orders from falling through the cracks.
You can use the Order Action Console from the a Storefront menu to resend any missing orders back to production. You can also override the delivery address if needed.
Send Items Individually represents a production choice. Generally a vendor email would contain all the items that were ordered during the same ordering session. Send Items Individually will send one email for each item ordered no matter how many items were ordered together.
Use the Apply Changes button to save your work and return to the Manufacturer Setup screen.
More documentation about Manufacturer Setup can be found in our Help documents here.
In this step you have the opportunity to activate Divisions, Address Filtering, Approval, and Address Lists.
Help pages about:
If you indicated that you needed divisions on the previous step, you'll be asked to add some divisions at this point. A minimum of two divisions must be added on this screen in order to move forward, but you can add more later. Change the Corporate Unit to be something which makes sense to your end users. By default they are called divisions, but you can call them anything you'd like such as Offices, Locations, Teams, etc.
The Division Name will show to the customer on the page where they are asked to select a division. The name can contain upper and lower case letters, and spaces.
The Division Tag is for internal use and it is how the filtering of items and addresses is done. The tag must be a single word and use only lower case letters. Tags must be unique from all of the other division tags.
To add a division which is not selectable, for use as a header or sub header, simply remove the tag but leave the Division name in the list. This can be used to create graphically isolated groups of divisions in the list.
Further documentation about Divisions can be found on our Help documents here.
If you indicated that you needed Order Approval you will be asked to do some initial approval system configuration at this step.
Basic Approval setup options
A single person - means email will be sent to a single address for all orders placed on the site, that one person reviews and approves/denies all orders
A drop- Down list - allows the end user to choose who is to approve their orders on the fly from a provided list. Each order is routed to the selected email.
Per Division - A single approval email is set for each division and is not seen or editable by the end user
Per Address - Requires a special field in the addresses list to work. Sets the approval email based on which addresses is selected for the imprint of the items.
The system selects the customer service email address as the original default address. More options can be seen in Approval Setup and Management.
Further documentation about Approval setup can be found on our Help documents here.
If you indicated that you wanted to use an Address List in step 6, you will be asked to configure the columns for your address database at this point. When deciding which fields to include, select more than are needed at the moment. This will allow the site to grow in the future without having to alter the address list structure.
To support Approval Set Per Address , select to include Office Manager E-Mail.
The Main Phone and Main Fax options will allow each address record to include phone numbers which can be set to auto-fill on the Personal Page when that address is selected.
More fields can be added later from the Storefront menu.
Additional documentation about Address lists can be found on our Help documents here.
Enter a single place holder address or use the default address provided. Additional addresses can be added later in the Menu using the Address List Editor, which includes tools for uploading addresses from a spreadsheet (Mass Upload).
Documentation about Address lists can be found on our Help documents here.
If you want to add items to your site during the Site Wizard, you can do so at this step. However, we suggest in most cases that you wait until the site has been built before adding items.
Adding products is covered in the Style Building section of the Help documents. For this tutorial we will skip this step and add items later using the Item Wizard.
For sites that will use Profiles, you can enable that at this point. To learn about Profiles, read our Help documents found here.
With Profiles enabled, you can set up the fields that will be used in the profiles. You can find more details about this process here.
The Login Options step sets the options for non-Profile sites to collect some customer information prior to placing their order. You can also collect this information by setting up an Authorization page, found in the Web Templates menu of the Storefront Menu. If you want to collect this information after the customer has selected and proofed their item(s), you can set that up on the Shipping Page; that's also found in the Web Templates menu of the Storefront Menu. We consider it a best practice to collect this information on the Shipping Page if it's likely that you will receive reorders for your items. Reorders bypass this Authorization page so information collected at that point will not be included in a reorder.
If you users have email addresses that follow a pattern such as firstname.lastname@example.org, you can have our system prefill the email field based on the first and last names the customer has provided. Simply mark the Auto-fill-in checkbox and then fill in the pattern in the Format box, such as email@example.com. Marking the Chide User box will cause the system to have the customer verify that the address that was autofilled by our system is correct.
The collection of a customer's phone number can also be enabled here if you wish.
The Phone Setup step works with the Personal Page (Storefront Menu --> Web Templates --> Personal Page) to set the number and style of phone numbers to be collected for variable imprint items on the site.
All of these settings can be changed later by editing the Personal Page in the Menu. This is just a basic initial setting and in most cases you will want to fine tune these settings later. For more help with Personal Pages and the Multiple Personal Feature, see our tutorial video found here.
How many Phones sets how many different phone inputs will be collected. You should set this to the reasonable maximum number of phones you will need for your items.
The Number style sets how the inputs will display on the Personal Page.
You can also configure the phone Extensions if they are needed. Check the box next to each extension label to be included with the phones.
In the Labels field, you can enter the different phone labels you wish to be shown to the customer. Enter one label per line in the box provided. This list will be used for all phones by default. Individual phones can be edited in the Personal Page.
Marking the International Phones checkbox will change the type of input that the customer gets by allowing them to select an international phones option when entering their items. Standard US style phones have the number broken down into 3 parts, while international style phones are a single input and allow the end user to do their own formatting.
More documentation about Phones can be found on our Help documents here.
Shipping Setup is where the site can be configured to calculate shipping costs in real time using the published rates of various carriers based on the total weight of the items being shipped. In order to make use of the Realtime Rates option, all items added to the site must have a weight stored in our system. The weight is calculated as number of pounds per 1000 finished pieces, and is added when using the Item Wizard.
Additional shipping options, including flat rate shipping costs, custom rate tables, zero cost shipping and postage can all be configured in the Shipping Rate Editor (SRE), found in the Storefront Menu. You can also configure shipping options for individual items in the SRE as well.
Enable Rush adds a checkbox to the shipping page which allows the customer to mark the order as a RUSH. The system can be configured to add additional charges for rush orders and will automatically set the shipping method for the order to Next Day Air. If you have certain items that cannot be rushed, that is configurable at the item level.
PageDNA sites can also be configured for Sales Tax calculation on each order. Sales Tax is calculated based on the Ship To address or the origin of the order depending on the state since different states have different rules for this. We also support Canadian sales tax calculation. Items that an uploaded mailing list will not calculate sales tax.
We use a third party database to check the validity of each city, sate and zip code combination entered for shipping. Then we assign the correct tax rate for that address and add that amount to the order's total. The Sales Tax system can be set to collect taxes only for specific states and to ignore non-U.S. addresses based on the shipping country field.
Some items may be tax-exempt in your area so each item on the site can be marked as non-taxable in the Item Editor.
Shipping Setup is covered further in our Help documents here.
The Sales Tax page shows up if you indicated you want to collect tax in the previous step. Note that the Site Wizard shows only some of the options available for tax collection. Other options, such as Canadian Sales Tax support, are enabled in the Tax Settings menu in the Storefront menu. Mark the boxes next to each state for which you want to collect Sales Tax.
More documentation about Tax Settings can be found on our Help documents here.
In order to calculate Real Time Shipping Rates, the system needs to know where your products are shipping from - the Ship from location. The system only supports a single ship from location per Storefront. Sites which are using multiple vendors for production may wish to select the vendor with the highest volume of products as the ship from location.
Check boxes next to each shipping method you plan to allow across the entire site. Shipping rates may be marked up in the Shipping Rate Editor.
To learn more about the Shipping Setup, see our Help documents here.
How the billing options are set can be configured, in part, at this point of the wizard. You can choose to collect a PO, cost center or some other billing code; to allow the customer to pay by credit card; or to allow the customers to choose between those two methods.
Your site can be configured to collect up to 6 different billing codes per site. These codes could be anything which need to accompany an order to production. e.g. PO Numbers, Cost Centers, GL Codes, etc. Each billing code can be configured to be a free entry field, a drop list ,validate itself with a pattern (e.g. must be 6 digits), or to validate itself against a list. Bill codes may even be broken into multiple sections. These options are available on the Bill Page.
PageDNA sites can also be set to collect credit card information form customer, which can either be retrieved via the credit card manager and run offline at a different time, or processed realtime using a payment gateway. For details about Real Time Credit Card support, see our Help pages. If you choose this option, additional configuration options will be presented in the next step of the wizard.
Documentation about Bill Page can be found on our Help documents here.
If you selected to offer credit cards as a payment type in the previous step, you will be asked to set up some of that configuration here.
Select which types of credit cards will be accepted on your site using the list of checkboxes.
In order to collect credit card information on your site, you must set up a secure password. PageDNA cannot see this password and it's difficult to reset or change, so please be sure to use a password that will be memorable yet secure. This password will be the ONLY way to retrieve credit card numbers at a later date from the system (Menu --> Credit Card Manager).
Additional card types and configuration options can be entered on the Billing page.
Settings made within the Site Wizard are not intended to provide all available options for this feature. Additional documentation about Credit Cards can be found on our Help documents here.
If you selected in to collect Bill Codes in the Checkout step, this step allows you to set them up. Select the checkbox for each bill code you will use and enter a label. You can also choose to make the collection of that bill code as optional.
More options for bill code setups can be seen on the Bill Page menu in the Storefront menu. These options include checking for a specific pattern of numbers or letters to be entered, checking an entry against a list, providing a drop down list of choices, and allowing for multi-part input.
Documentation about Bill Codes can be found on our Help documents here.
If you want to allow for your customer to order several different items in the same ordering session, you can enable the Shopping Cart feature in this step. Mark the checkbox and edit the label for the checkout button if you wish.
The Site Wizard process is now complete. From here you will want to set up some items using the Item Wizard, configure any additional settings (such as the Look & Feel), and test the site thoroughly before taking the site live. Under Next Steps section, we've provided links to the Storefront menu (a.k.a. Site Configuration Menu), a link to your new customer facing storefront, and a link to PageDNA’s support team.