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Building an Ecommerce Web Site Using Dreamweaver with PHP

Building an Ecommerce Web Site Using Dreamweaver with PHP

with Lawrence Cramer

 


In this course, author Lawrence Cramer offers two approaches to implementing ecommerce functionality in Dreamweaver: introducing basic ecommerce functions to an existing site and creating a stand-alone ecommerce solution with PHP and MySQL. The course explores choosing a payment vendor, creating a simple buy button, configuring a store with the Cartweaver extension, adding products and discounts, and managing inventory. The course also provides guidance on securing an ecommerce site, preparing for the site's launch, and effectively promoting a store. Exercise files accompany the course.
Topics include:
  • Setting up a PayPal seller's account
  • Setting up a local development environment: best practices
  • Adding a store to an existing design
  • Configuring site setup, shipping, and tax
  • Managing orders and customers
  • Exploring PCI compliance
  • Selecting a host and setting up the database
  • Purchasing and installing SSL
  • Testing the site and troubleshooting problems
  • Analyzing site traffic with Google Analytics
  • Linking to social networks

show more

author
Lawrence Cramer
subject
Developer, Web, Ecommerce
software
Dreamweaver CS3, CS4, CS5, CS5.5
level
Beginner
duration
3h 53m
released
Mar 09, 2012

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Introduction
Welcome
00:04Hi! I'm Lawrence Cramer, and welcome to Building an eCommerce Web Site using
00:08Dreamweaver and PHP.
00:10In this course, you will look at how to build an eCommerce site, in Dreamweaver
00:13using its powerful features and PHP and MySQL.
00:17I'll talk about what sort of eCommerce types and platforms you have to choose from.
00:21Then I'll show you how to add eCommerce capabilities to your Website by first
00:24adding a simple Buy button to an existing HTML site, and then how to build a
00:29full-featured database-driven eCommerce site.
00:32I'll show you how to take your store live as well as how to manage it and
00:35protect it to secure your customers' information.
00:39To get the most out of this course, you will need to have a good grasp of Adobe
00:42Dreamweaver, and while you don't need to know how to code, you'll need to be
00:45willing to learn just a little along the way.
00:48The demand for eCommerce sites is higher than ever.
00:51So knowing how to build one is a real asset to any Web designer or developer.
00:55So let's get started with Building an eCommerce Web Site with Dreamweaver
00:59and PHP.
Collapse this transcript
Using the exercise files
00:00If you're a premium member of the lynda.com Online Training Library or if you're
00:04watching this tutorial on a DVD-ROM, you have access to the exercise files used
00:09throughout this title.
00:10The exercise files will be contained in a folder called Exercise Files. And you
00:15open that, and in it will be folders for the various chapters that have exercise
00:19files associated with them.
00:20For example, in Chapter 11, when we talk about terms and conditions, and policy
00:25statements, samples of those are available there.
00:28These files can be used as examples and starting points for you to practice with.
00:32When we get to the part of this course where we are setting up the shopping
00:35cart, we will be using the Cartweaver, a very popular eCommerce application.
00:40If you're using a different application, go ahead and install it and follow
00:44it along, because many of the principles we cover apply to most any shopping cart application.
00:49If you don't have access to these exercise files, you can follow along from
00:52scratch or with your own assets.
00:55So let's get started.
Collapse this transcript
Previewing finished projects
00:00In this video, I'll teach you how to develop and create a full featured online
00:04store where you can search for products, find products, look at them, order them
00:11and your site will interact with payment gateways and your customers will be
00:13able to place orders and you will be able to manage orders.
00:16I'll also show you how to use the backend admin for this site, where you can
00:20enter and control your products, control your orders, and manage your customers.
00:25Essentially, you'll learn what it takes to develop and deploy a
00:28full-featured online store.
Collapse this transcript
1. Gathering The Tools
What you need to have on hand for the simple solution
00:00What you'll need for this course is Adobe Dreamweaver.
00:03And you'll want to Download XAMPP, the installer that will be used to set up our
00:07development environment.
00:08You may also want to create a PayPal account, so you can follow along when we
00:13cover adding a Buy button to your site.
00:15We will also be installing a shopping cart application in this course.
00:19We will be using Cartweaver as an example, but you may want to research ahead
00:24of time what you want to use, meaning, the principles I discuss are common
00:27among shopping carts.
00:29You'll also need to have some product photos and some information about your
00:32products, so you can add this to your work as you follow along.
00:36Finally, you'll need a willingness to learn a little bit about databases, and
00:40just a little bit about code.
Collapse this transcript
2. Setting Up a Simple Ecommerce Solution
Deciding what solution is right for you
00:00There is a wide array of options and ways to add eCommerce to the Website.
00:04They range from full-blown database- driven eCommerce solutions that reside on
00:09your host, a virtual server or a dedicated server, to offsite hosted solution
00:14such as eBay or Yahoo!
00:16Stores or as easy and simple as adding a Buy button to an existing site
00:21using Google or PayPal.
00:24All these systems have benefits and drawbacks but all the choices can basically
00:28be broken down into three groups.
00:31Those three groups are hosted solutions, standalone solutions, and simple solution.
00:37Let's take a moment to look at each one of those.
00:40First of all, let's look at what the hosted solution is.
00:44A hosted solution, like here, the example of Yahoo!
00:47Stores, is where the entire eCommerce capability is offloaded to a
00:52third-party vendor.
00:54The site and everything is hosted on their system.
00:57We can see here that Yahoo!
00:59gives some good examples of stores that were developed using their system.
01:04And it is pretty flexible, although there's quite a learning curve involved, but
01:08with these hosted solutions, you can have a fairly robust system up very
01:12quickly, but there are some disadvantages.
01:15Another vendor that a lot of people use is eBay.
01:19If we scroll down on their page here, it shows that there is a fair amount of
01:23customization available, but your users will basically always know that it's an
01:28eBay store, but that's okay, and if it fits into your business model and your
01:32customers expect it that's just fine, and a lot of businesses do a lot of
01:38business on these type of solutions.
01:41But there are disadvantages to examine.
01:44First of all, on these systems everything is housed, again, on their servers.
01:49So later, if you should decide to change, there is a real problem because
01:54you're tied into their system very tightly, and so changing later can be quite a problem.
02:00But again, if their systems fit what you need, then this may not be a problem,
02:05but it's something to look at.
02:07Next, there is the standalone solutions.
02:09Standalone solutions are complete, self-contained, full-featured eCommerce
02:13application including database, programming platforms such as ColdFusion or
02:17PHP that resides on your host server, virtual or private server or even a dedicated server.
02:24There are many advantages to having a full-featured, self-hosted site, and we'll
02:29cover those topics at great length later in the course.
02:32But first let's look at a couple of examples.
02:34Here's an example of a Standalone solution.
02:38As you can see, it is a very robust database-driven site with many, many
02:43products and offers the developer or site -owner a great deal of control over how
02:48the products are displayed and how they're sold.
02:51We can see another example here.
02:56A Standalone solution offers the merchant and the designer a great deal of
03:00flexibility in the look, feel, and presentation of the products, and it's an
03:05ideal solution if your needs call for it.
03:09And again there's the simple solution.
03:11A simple solution is primarily having a standard HTML-driven Website, and then
03:17selling items from that site by using a third-party service.
03:21You can simply add a Buy button to your site, the person purchases the item by
03:25going to a third-party vendor and then returns to your site.
03:28This simple solution makes it very easy for a developer or a designer or a
03:33merchant, to sell a few items from a basic site without incurring the expenses
03:38or the complexity of a Hosted solution or a Standalone solution.
03:42The important thing is, is of these let's see what fits your needs best and then
03:47pick the right solution.
03:49For the time being let's focus on the simple solution and see if that will work.
03:54So what exactly is the simple solution?
03:56Let's assume that you have a standard HTML Website that represents you or your
04:00company, and you have a couple of items you'd like to sell online.
04:03For example, a self-published book or manual or some craft items that you make,
04:08and you simply want to add them to your Website and sell them online.
04:12The simple solution is an ideal choice for this type of eCommerce site.
04:17So what are some of your options?
04:19Two of the most common options are Google Checkout and PayPal.
04:24We'll briefly look at each one of these and weigh what the differences are, and
04:29take a look at what services they offer.
04:32First of all, Google Checkouts as we can sees operates basically the same way as PayPal.
04:38They both allow you to put a Checkout button on your site.
04:43Here, they give us an example of how that works.
04:46You'll add a product to your site with a Checkout button.
04:49The user will then click the Buy button.
04:52At that point they're taking to Google Checkout servers where they enter their information.
04:57This offloads the complexity of gathering user information and credit cards
05:01off to their servers.
05:04Once they fill it out they place the order, and then they'll return to your site
05:09to a page that you designate to say thank you.
05:12If we look at PayPal, their system works pretty much the same way, you sign-up
05:16for a PayPal account, which we'll cover later.
05:19They provide you a script that you add to your site, you add that script to the
05:25code of your site and it's a pretty simple process, and then you're provided an
05:31eCommerce application like this where they simply click on the PayPal button.
05:36And upon clicking on that button they're taken to the PayPal servers to gather
05:40the order, and then they're returned to your site.
05:45You can see that this is a pretty simple solution, and it's not very robust, you
05:49wouldn't want to be using this for a hundred different products, but if you've
05:52just got two or three items to sell, it's a good way to go.
05:58When deciding on which solution is best for you, it's important to decide what
06:02your long-term needs are going to be.
06:04The primary deciding factor, whether a simple solution is right for you or not,
06:09is where you see your Website going.
06:11If you just have a few items that you're going to sell and you don't plan on
06:15expanding any larger, then that maybe a perfect solution for you.
06:19If you have larger needs, you may want to look at a more robust solution such as the standalone.
06:25Adding eCommerce capabilities to your Website can range pretty much from quick
06:29and easy to very complex.
06:31The associated expenses of adding eCommerce to your Website is also a factor to consider.
06:36For many, the ease and simplicity of going to a hosted solution such as Yahoo!
06:40Stores or eBay offers a simplicity and speed to market that they're looking for.
06:45If this choice sounds interesting to you, I would recommend that you look at
06:49some stores using these systems or perhaps even e-mail or talk to a few
06:53merchants to see what they think to see if this maybe right for you.
06:57For the remainder of this course we'll be focusing on adding eCommerce
07:00capabilities directly to your site.
Collapse this transcript
Setting up to sell from a site
00:00Using a simple eCommerce solution such as PayPal or Google to have a Buy button
00:05on your site is a quick and easy way to begin selling on the Internet.
00:09Even though it's fairly straightforward, simple procedure, there are a number
00:12of things to consider about your site in order to maximize your sales potential.
00:17It's important that you present your products and services in a clear
00:21and understandable way.
00:23Additionally, your Web site will now be more mission-critical to your business,
00:27because it generates revenue.
00:28So it's important to consider the reliability of your host. Simply put, if your
00:33site is down you are losing money.
00:36So properly setting up your site and having a good reliable host is vitally important.
00:41There are number of considerations to keep in mind when choosing a host.
00:44First of all, there's reliability.
00:47Even though the site using a simple eCommerce solution, is basically a standard
00:52HTML Web site and therefore not very resource-intensive,
00:56it's still important that your host offer reliable service with guaranteed
01:00uptime for your site.
01:02For standard information-only type Web sites, if the site is down for a brief
01:06amount of time, it's not a big issue.
01:09But if you're selling products or services and your Web site is down, you are
01:13losing money and you could be losing customers as well, customers that may not come back.
01:19So if you have some reliability issues with your host, you may want to find a
01:23more reliable host before you begin selling on your site, or if this is going
01:27to be a new site, you'll want to carefully check out your host and make sure
01:31that they have a very reliable network and good service.
01:35Another hosting consideration is what kind of tech support or customer service
01:39your potential host offers.
01:41It's important to consider how knowledgeable they are and how quickly they can
01:45resolve issues if you should have one on your Website.
01:49How quickly they respond to tech- support issue is vital. And are they
01:53available on the phone?
01:55These are important questions to consider, because they have a direct impact on your sales.
02:00When it comes to customer service, don't take their word for it.
02:04Of course every host Web site claims that they have the very best in customer
02:08service which may not always be the case.
02:12So take some time to do your homework first.
02:14Does the host have a user forum?
02:16If they do, spend some time on the forum and see what the general mood is, are
02:21their current customers happy, or are there a lot of problems and complaints?
02:25This is a good indicator of the quality of the host.
02:29Also, you might try calling their tech- support and see how long it takes to get
02:32an answer, and how knowledgeable and polite the technician seems to be.
02:37A little bit of time spent double- checking your host in advance of selling items
02:41from your Website can go long ways in assuring that your site will be up, and
02:46reliable and serve your customers well.
02:49Another point is, don't be an afterthought.
02:51When planning to sell from a site using a simple eCommerce solution, it's
02:55important to take time to plan out your products or services and how
02:59you'll present them.
03:01When you're going to be selling from your Web site by simply adding a Buy
03:04button, there is a danger that the product or service may look out of place,
03:09like an afterthought.
03:10This can impact sales because your potential customers may wonder if you're
03:14serious about selling from your Web site and if they're going to be receiving a
03:18good quality product or service, and value for their money.
03:21So it's worth the time and effort to carefully integrate your products and
03:25offerings into your Web site and present your products in the best way possible,
03:30to reassure your customers that you are a quality business.
03:34A good point to keep in mind is that you don't have to be big to be professional.
03:40Most Web sites that use simple eCommerce solutions or smaller companies or
03:43private individuals, who are selling a limited number of items or products or
03:48services on the Web.
03:50The point to keep in mind is that you don't have to be a large company to be professional.
03:54If you're adding eCommerce to an existing Web site, this may be an ideal time
03:59to analyze the look and feel and design of your site, to see if they can
04:03benefit from a redesign.
04:06You want to be sure that your site inspires confidence and represents your company well.
04:10It could be a simple, limited page Web site, like the example we will be using
04:16later to add the Buy button to, or it could be a much larger site with a larger
04:22number of products that are added manually one at a time.
04:26We'll be talking about this later as well. This is part of planning ahead.
04:29Is your site going to grow to the point where you need to have a larger
04:34solution? It's better to look at that upfront.
04:37But the simple Buy button solution can work very well, for even a large
04:41number of products.
04:42The important thing is, is that you meet expectations and make it easy to buy.
04:47Most of your potential customers are accustomed to shopping on the Web, and most
04:51eCommerce sites on the Web work in similar fashion.
04:55So it will be important that the design and navigation of your Website meets
04:59customers' expectations and makes it easy for them to find the products and buy.
05:04Spend time examining the hierarchy and the flow of your Web site and your
05:08products, even if it's only one or two products to make sure your customers can
05:12easily find the products and that the decision to buy is easy.
05:16Purchasing decisions are made rather quickly.
05:18So if a person is on your Website and wishes to buy, you want to make it easy as
05:23possible so they can act quickly on this desire.
05:27Any time you spend working on your site analyzing its layout and design, its
05:32look and feel, in order to offer an appealing and easy to follow and understand
05:36presentation to your potential customers, is time well spent.
05:41There is an old saying that you don't invite guests over to a dirty house.
05:45And this applies to Web sites as well.
05:48When you begin to sell products or services from your Web site, you'll likely be
05:52getting new visitors, and hopefully new customers.
05:55So spend time getting your house in order, so to speak, and make sure that your
05:59Web site is visually appealing and easy to navigate and sells your company
06:03and your products well.
Collapse this transcript
Choosing a payment vendor
00:00An important step in setting up the simple solution is choosing your payment vendor.
00:05There are a lot of payment vendors to choose from that offer this sort of
00:08service and more are being added all the time.
00:11So it may be hard to choose one from the other. It's worth taking time to make the
00:15selection carefully because it's likely to be a long-term decision and one that
00:20will impact you, your business, and your customers.
00:24Like I said, there's a lot of payment vendors to choose from, but for now let's
00:28look at the major players, and that would be PayPal and Google Checkout.
00:33The first one we'll look at is Google Checkout.
00:36Both Google Checkout and PayPal work basically the same way.
00:39You'd sign up for an account, and then you'd be able to take advantage of their services.
00:44Google describes their services here, basically adding a Checkout button to your
00:49Web site and being able to go to the Google system to pay for it.
00:53They explain what their cost and fees are, and also what it takes to get started.
00:58Next we look at PayPal.
01:00Again with PayPal, you'd sign-up for a PayPal account, and in this case, once
01:05you've signed up for an account, you would go to their Merchant Services tabs.
01:09Here you'll find out what services they offer, how to add them to your site and
01:14what the fees will be.
01:15We'll be using PayPal in a demonstration later and we'll get into this in much more detail.
01:21The important thing is, is that you'll look at the options available to you and
01:24weigh the differences.
01:25We've seen by looking at these vendors, that there are quite a few
01:29similarities between them but there are also major and minor differences in the way they work.
01:34There can be significant differences in their charges and fee structures as
01:38well, and these are just a few of the vendors that are available because there
01:42are more coming online all the time.
01:44So it's important to take your time and weigh the differences and select the one
01:48that offers the services that suit you best.
01:52The decision of which payment provider to use is a very important one.
01:56Take time to examine each of the options closely and be well-informed on what
02:01they cost, and how their services are implemented into your site, and what kind of
02:05customer service they offer.
02:08You would do well also to ask around the development community and see what
02:11others are using, and what they think of the vendor that you're considering.
02:15The good news is, is there are quite a few reliable, affordable providers to
02:19choose from, and many offer systems that are very easy to add to your site.
Collapse this transcript
Setting up a PayPal account
00:00Let's take a moment to talk about setting up your PayPal account.
00:03PayPal really blazed a new trail in offering the ability to accept payments
00:07online. And fortunately they've stayed the forefront of the industry, and
00:12continue to improve and innovate.
00:15Another factor worth considering is because of their tie-in with eBay and the
00:19long history in the marketplace, they have a solid, well-established brand and reputation.
00:26So most online shoppers feel comfortable and confident about using PayPal to
00:30make their purchases.
00:31They also have excellent documentation and pretty decent customer service.
00:36So let's get started.
00:38There are a few key points to keep in mind when you're setting up your business account.
00:42First of all, keep things separate.
00:45It's a common mistake to use one's personal, existing PayPal account. Don't do this.
00:51You want to set up a new account for your business.
00:54Even if you're a sole proprietor and the business is just you. Why?
00:58First of all, for better record-keeping.
01:01It's always better to keep personal and business accounts separate.
01:04Also you can connect to the right bank account.
01:07You can set up PayPal to deposit directly into your business banking account and
01:12that account should be separate from your personal account.
01:15Also portability and transferability. If your business should really succeed
01:21and you decide to sell it or transfer it to a child, having this account
01:25separate will be important.
01:27Also privacy, you may want to give key employees access to your account and you
01:32wouldn't want them to gain access to your personal account.
01:35And finally, estate considerations, the account can be part of the business and
01:40therefore less entangled in an estate case.
01:43For more information about creating your PayPal account check out the "Creating
01:48an Account on PayPal" movie in the eBay for Sellers Essential Training Course,
01:52here in the lynda.com Online Training Library.
01:57While you're setting up your PayPal account you'll want to consider how you plan
02:00on getting your money.
02:01PayPal has a number of ways that you can get your money, from your transactions.
02:06PayPal can send you your money via mail with a check.
02:09But this is more costly and slow.
02:11The best way to go, if you're going to be selling from your website, is to set up
02:16a connection for PayPal to your bank account, and then go through the
02:19validation process.
02:21Doing this will allow you to request money in your PayPal account to be directly
02:26deposited at your bank account, which only takes a couple of days and can be
02:30done at no additional charge.
02:32PayPal, and other services like it, have made getting set up to sell on the Web
02:36about as easy as it can be.
02:39They realize it's in their best interest to do so, and offer easy solutions, and
02:43make as much help available as possible.
02:46Be sure to take the time not just to sign-up for an account, but become familiar
02:50with their online community, and their online help and documentation and the
02:54help that it offers.
02:56Doing so will make setting up the simple eCommerce solution for your
02:59website, even easier.
Collapse this transcript
Adding a buy button
00:00Well now that you've a website and you have your PayPal account setup and ready to go.
00:05We've come to what is really the easiest part of the whole process.
00:08Actually adding the Buy buttons and getting ready to sell something.
00:12You'll be very pleased to see how quickly you can add Buy buttons to your site
00:17and start generating revenue.
00:19The first thing you'll want to do is go to your PayPal account and get the
00:23script that we'll need to place the Buy button on your website.
00:27So let's go to your PayPal account and once you're in your PayPal account, go to
00:31Merchant Services tab and here you'll see a button called Buy Now Button.
00:37This one we'll be using.
00:38Now you can see there is quite a few other services that PayPal offers and I'd
00:43highly recommend becoming familiar with them.
00:45There is many other things that you can add your website, even as far as
00:50constructing full-blown cart solutions using PayPal services.
00:54But for now, we'll be going the simple route and just adding a Buy button.
00:58So let's do that by clicking here.
01:01The form that loads is what we will need to go through to create our Buy button.
01:05So first we'll choose the type of button and we'll just leave it set at the
01:09default, Buy Now, and then we go to Item Name and we'll be using a practice
01:15item called BigChick.
01:19So we enter that and you'll need an ID number, this is just for reference.
01:25So just make it something that makes sense to you, but it doesn't have to be any complicated.
01:32And finally set a price, we'll be selling this for $5 and we can select the currency.
01:40You can see there's quite a few currencies available.
01:42But we'll be staying with the US dollar. Okay.
01:47Now you can see there is quite a few other options that are open to us.
01:51But those aren't necessary.
01:53Again I would recommend learning what they are and seeing how you could possibly
01:56use them in the site.
01:58But for right now we're going to have a simple Buy button, just like what you
02:01see here and what we've entered so far is all we need.
02:06So let's go ahead and create the button and there you have it.
02:10PayPal has generated the code that you'll need to place on your page.
02:14To place a button that looks like this on your site.
02:18So simply Select Code and copy that, hit Ctrl+C. Then we'll go into Dreamweaver
02:26and add this code to our page.
02:28All right now that we're in Dreamweaver, we'll be adding the code that we
02:33selected from PayPal to a page that's in the sample site that's contained in the
02:37Chapter 2 folder in our Exercise files.
02:41The product that we created was called BigChick, if you remember.
02:43So we'll go ahead and select the page by that name and open it.
02:50In Design view we can see that we've got our product, we have got a picture of
02:54it there, we've got their description and its all already to go, except
02:58there's no Buy button. So let's add that.
03:01We'll click here, now let's add an X and select that X.
03:06The reason we're doing that is we need to paste that code that we got from
03:10Dreamweaver in Code View.
03:11So this way we'll know exactly where we need to place it.
03:15So with the X selected, we go up Code view and click on that and there it is.
03:21We can see the X that we selected.
03:23Let's go ahead and make a little space here and delete that and now let's paste
03:29in the code we got from PayPal and there it is.
03:35So let's go to Design view and look at it.
03:37We can see that something's been added to the page but it does look that good in Dreamweaver.
03:42But let's see what actually happened.
03:44Go ahead and save that file and now we're going to hit F12 to preview and there it is.
03:52We can see it's added the Buy button just like the one we saw in PayPal and
03:56we're ready to sell that item on the web.
03:59So let's go ahead and click the button.
04:02You can see that takes us to PayPal's site, with the item that we're going to
04:06purchase and it's all ready to accept our Credit Card information so we can make the purchase.
04:11It's just that easy.
04:12We've added a button to our site and we're now ready to sell that item from our
04:17site and if we need to have additional products, we just repeat the process
04:21that we've just gone through and you can add a Buy button for each one of your products.
04:25Actually adding the PayPal Buy button to your site is the easiest part of the
04:29project and requires only minimal HTML skills.
04:33As you've seen, in very short order in just a few minutes, you can add
04:37eCommerce capabilities to your static website and begin generating revenue by
04:42selling on the web.
04:44Now you just need to test your work and your ready to go live.
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3. Setting Up a Local Development Environment
Understanding the benefits of a local development environment
00:00We have looked at the simple eCommerce solution and decided that while it's easy
00:04to set up and easy-to-use, we need more.
00:08Let's say our web site is selling hundreds of products or more, and trying to do
00:11so with a static web site would be impossible.
00:13So now we're going to be looking at setting up a full-featured, database
00:17delivered, standalone eCommerce solution.
00:20The first and one of the most important steps in getting started is to set up a
00:24local development and testing environment.
00:27A local development testing environment is, where we install the server and then
00:31database and everything we need on our local system, so we can develop and test
00:36our work as we go along right there on our own system.
00:40Now this includes additional steps and additional learning curve, so why bother?
00:45First of all, it's a controlled environment.
00:47With developing locally and testing on the server, there are many unknown
00:51variables, things that could slip in that you have no control over.
00:55So let's just avoid that.
00:57Next don't play the blame game.
01:00If you have a local testing and development environment, and everything is
01:03working, but when you upload it to the server it doesn't work,
01:06you are in a much better position to deal with your host's tech-support.
01:10When a dynamic site has issues, 9 times out of 10 the tech-support will say it's your code.
01:16If you aren't developing and testing locally, you have no way of knowing if
01:20that's right or not.
01:21If you're testing locally and it works, you can inform them of this and they're
01:25more apt to try to find the problem.
01:27Next, there is no one foreseen connection issues.
01:31If you're burning the midnight oil on a deadline and now you need to test
01:34something, and so you try to upload it to your server and find that your
01:37connection is down or your host is doing maintenance, you're in big trouble.
01:41If you're testing locally you can proceed quickly without introducing
01:45many unknown variables.
01:46The next factor would be speed.
01:49Over the course of a project not having to upload your changes, then browse to
01:53the server to test and having to make sure that all the files you've touched
01:57have also been uploaded before testing, not having to do this can save you a ton of time.
02:02Make few changes, click F5, have it pop up in your browser and see if it
02:07works. How easy is that?
02:09Over the course of a project, that can save you many, many hours, and also it's
02:13an isolated environment.
02:15What if you're adding new features to an existing site?
02:18Uploading and testing on the server could crash your public site.
02:21This is never a good thing.
02:23And finally, don't make enemies.
02:25Uploading and testing dynamic code to a live shared server is quick way to
02:29become very unpopular.
02:31A bad bit of code could racing or looping conditions, or cause memory issues,
02:37and end up slowing down or crashing the server.
02:39If this happens locally, no big deal, restart your system and move on.
02:44This happens on the server, you could have your host and a lot of other users
02:47very upset with you.
02:49Simply put developing and testing locally is just the right thing to do, period.
02:54There are just too many reasons why it's a bad idea to test on the server and
02:59just as many good reasons to be testing locally.
03:02Don't think for a moment that testing on the server is a shortcut or that will
03:05save your time, it won't.
03:08Make the effort to set up your system right so that you can test locally
03:11and develop locally.
03:13And you'll thank yourself time and time again through the course of the project.
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Best practices for setting up a local development environment
00:00There are a number of ways to set up your local testing and
00:03development environment.
00:04Let's cover some of the basics, and some of the best practices, and ways that we
00:08can streamline things, and make your life a lot easier.
00:11Again, taking the time and the effort and going through maybe a little more
00:14learning curve now, will really streamline things and make your life much easier
00:19and save you ten fold the time later.
00:21So let's look at some points to consider.
00:23First of all duplicate your most likely online environment.
00:27You have many choices of servers, development platforms, languages, databases,
00:32operating systems and versions of all the above.
00:35And that can be nearly impossible to duplicate that but you have to try. Try to
00:40get as close as you can, so that your test environment duplicates what's going
00:45to be on your server.
00:46Next, operating system.
00:48Now this is a tough one.
00:50The vast majority of developers or either on a Mac or PC, whereas hosting
00:55companies use many different environments and wide arrays of servers and OS platforms.
01:00So what to do?
01:01Well for the most part, there's just one thing to keep in mind, case sensitivity.
01:06Windows for example is not case-sensitive.
01:09UNIX and Linux-based systems are.
01:11Not much you can do about that if you're on a Window system, except be very
01:15careful about how you name things.
01:18I found it's best to just use all lower case with hyphens to separate words
01:22for better legibility.
01:23But whatever you do make sure you stick with it and be consistent.
01:27And then there is the Web server platform.
01:29It's best to keep your development environment as current as possible, not
01:33bleeding edge mind you, but you shouldn't be comfortable motoring along with
01:37the server platform
01:38that is multiple versions behind the latest shipping version, or stable build.
01:42Whether you are on PHP, Coldfusion.NET, or whatever, it's good to be using the
01:47most recent shipping version, or at least one version back.
01:51This will give you your best chance of matching what most of the hosting
01:54companies are going to be offering.
01:56Then next is the database platform.
01:59It's absolutely necessary that you use the same database platform locally as you
02:03do on the server. It seems obvious.
02:05But I've had developers say, where they're having database issues only to find
02:10that they used Microsoft Access locally, because it was easy to use.
02:14But then SQL Server on the host.
02:16Note this isn't even impossible on the Mac as it doesn't support access.
02:20But anyway you look at it,
02:22it's not a good thing.
02:23The database platform you are using locally should be exactly the same as what
02:27you're using on the server.
02:29And it should be as close to the same version as possible.
02:31This will lead to the fewest problems.
02:34Finally, there is a little data source trick.
02:36Here is a simple trick that will save you untold headaches over time.
02:40When you're setting up your local data source, make it identical to the one that
02:44you are going to be using on the server.
02:46Having a local settings different than on the server and trying to remember not
02:50to upload the wrong files, is a sure way to frustration and a broken site.
02:55So if you make them both identically, you can transfer files back and forth and
02:59not have to worry. It makes things much easier.
03:02By taking time to set up a local development and testing environment that
03:05closely mirrors your hosting environment, you'll be able to test locally and
03:10have great confidence that what works here will work there.
03:13It will allow you to get a lot of work done in the shortest amount of time and
03:17then upload the work from your local site to your server and just move on.
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4. Installing PHP and MySQL
Installing XAMPP and checking the install
00:00When it comes time to install your local development environment there's a
00:04lot of choices: there is platform like ColdFusion, PHP, .NET, Ruby, and the list goes on.
00:10For databases there is also MySQL, SQL Server, Postgres, and number of other
00:15open-source options and quite a few others.
00:18But for this course we'll be focusing on the two most popular and that would be PHP and MySQL.
00:24Now for installing these into your system you have several different choices.
00:29You could go a la carte and that would be actually download each individual
00:33application and go through the setup routine, and that's fine if you're a
00:36diehard do-it-yourselfer but there are easier ways to go.
00:40What we'll be using is an all-in-one installer.
00:43These applications are available for both Mac and PC. For the PC for the local
00:48development environment you can forget IIS which is Windows built-in Web server,
00:53and we'll go ahead and use an all-in- one installer that has everything we need.
00:57There is a couple of different available for the PC platform.
01:00There is WAMP as W-A-M-P and XAMPP, X-A-M-P-P.
01:06Both of these are open-source, all-in-one installers for the PC.
01:10For the Mac, actually the Mac comes with Apache already installed, which is
01:14the Web server, but believe it or not using one of these all-in-one installers
01:19to set up your environment is actually easier to use than the default
01:23installation of Apache.
01:24For the Mac there is there MAMP, M- A-M-P, and again XAMPP, X-A-M-P-P.
01:29These are all good choices and they make setting up and configuring your local
01:34test environment much, much easier than doing it each application one at a time.
01:39For this video we'll choose XAMPP because it is available for both the Mac and the PC.
01:45So, the first thing we need to do is go download it.
01:48So here we're on the XAMPP website.
01:51XAMPP is our open-source community project that creates this all-in-one
01:55installer for several different platforms.
01:57And so let's go ahead and download it for Windows, let's scroll down and we want
02:04to install the full Installer.
02:06You can forget all the advertising and just wait for the download to occur.
02:12Sometimes Windows will ask if you want to download it, and if it does just click
02:15Yes, and save this to your desktop.
02:18And here we see we've downloaded it and saved it to the Desktop so we're ready
02:22to install XAMPP into our local system.
02:25When installing XAMPP, the process is very much the same on both the Mac and the PC.
02:30For this course we'll use the PC.
02:32For example of how to install the Mac version of XAMPP view the lynda.com course
02:37titled Installing Apache, MySQL, and PHP.
02:42So now let's install XAMPP.
02:44To install it just simply double- click the icon on your Desktop, choose the
02:49language, just say OK, and then click through the wizard.
02:55We'll leave it in its default location, so click Next.
02:59And again, it's better just to leave things in their default setting, so let's
03:02go ahead and install.
03:07And there we go, just click Finish and it says, Congratulations your
03:11installation is successful.
03:13That's so much easier than setting up all of those separate applications
03:17yourself one at a time, so let's click Yes and say OK.
03:23After the installation, the Control panel will open up and this is your central
03:26location for controlling your XAMPP applications.
03:30What we're going to do now is start it up and see if it all works.
03:34First we'll start Apache, that's your Web server, and then we will start
03:38MySQL and that's it, now we have a local development environment installed
03:43and running.
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Administering the database
00:00While your server language in HTML and CSS may be the heart and lungs of your application.
00:06The database is the brains.
00:08A fast, robust, reliable database is essential to having a reliable online store
00:13and providing a good user experience.
00:16Even if you're using a pre-build shopping cart solution, you are still going to
00:19need to become a little familiar with your database, in our case MySQL.
00:24Having to set up and administer a database, is usually the part of developing an
00:28eCommerce site that sneaks up on you.
00:30A lot of developers don't expect to have to do that, but it's an essential
00:34part of the equation.
00:35So let's look at what is involved and you'll find that it's really not all that complicated.
00:41The first thing you will need to do is check XAMMP and make sure that
00:44your system is running. So let's do that.
00:46And here is the Control panel where we have left it and you can see that Apache
00:50and MySql are running.
00:51So you are ready to go in and start administering your database.
00:55To do that, let's click Admin. Doing that will bring up phpMyAdmin.
01:01This is the included MySQL administrator that comes with XAMMP.
01:06So what we are going to do now is we will create a new database and administer it.
01:10First we will cover the basics of the phpMyAdmin and take a tour of its functionality.
01:15And then we'll create a database.
01:17So first of all let's look through the different tabs.
01:20Here we have databases.
01:22Let me click there and it will list the databases that are in the system right now.
01:26There is a SQL tab, we will be using that later.
01:29Now there are lot of other tabs that we probably won't use much and we'll
01:33kind of skip over those.
01:34These are the key ones, the Database one, the SQL one and then later on there
01:38will also be the Privileges one.
01:40These are the tabs that you will be using most and these are the ones we will be
01:43using in this video.
01:45Okay, so now let's go ahead and create a new database.
01:48To do that go ahead and click over here on the Home icon.
01:51This is to bring the home page where it opened up, and you'll see right here
01:55Create a new database.
01:57All we have to do to create a new database is choose a name, so let's choose something
02:01that we will remember here.
02:02We will call lyndatest and basically we leave everything else in its default setting.
02:09And all we do is hit Create and there we go.
02:11We have a new database.
02:13It's just as simple.
02:14We click on the database and it will show that right now there are no tables or
02:18any fields in it, but the database is created and ready for us to take a look at.
02:22If you're going to create your own tables, you would do it here.
02:25First of all you would simply enter a table name and the Number of fields this
02:30table is going to have and then hit Go, and then you'd be given the opportunity
02:34to enter the values of each one of those columns in that table.
02:38Most shopping cart applications, though, come with the database and most common
02:42form of delivery for those database is for you to be provided with a SQL script
02:46to run and add the necessary tables fields and initial data to your database.
02:51So let's run an exercise file to show how this works.
02:55And you will find the SQL script in Chapter4 of your exercise files.
03:00Now to open this up, what you want to do is open Windows Notepad or for the Mac,
03:05a text editor like BBEdit.
03:07The next thing you do is go ahead and take the SQL script and drag it and drop
03:11it and open it in Notepad.
03:13The reason we use Notepad is, a pure text editor won't interject any other
03:18characters or returns in it like Word would.
03:21So don't use Word, make sure you use a pure text editor.
03:25Next thing we do is, go ahead and scroll the bottom, and then select all and copy this.
03:33Now, we open phpMyAdmin and the first thing we will need to do is select our database.
03:38And we will see it listed over here.
03:40So we select the database that we created and now we go to SQL, and in the box
03:47we paste the SQL script that we have copied.
03:50Next, we just click Go and that's it.
03:53The table is created, and we can see over here that all the information in
03:56that table is listed.
03:58Now that the database exists, we need to set up users and privileges, so that we
04:02can access that data.
04:04So let's go over here to the Privileges tab, click on it and we are going to
04:08create a new user, so click Add new User.
04:12Now a thing to keep in mind when you're creating the user for your database is
04:16try to make the username and password identical to what it's going to be on the server.
04:21The reason for doing this is that way any settings that you have locally when
04:25you upload them to the server remain the same.
04:28And you don't have to worry about what it is on local and what is on the host.
04:32And if you accidentally upload files with a wrong information, if they are
04:36identical on both places, you don't have to worry about that and it's a real timesaver.
04:40So, let's go ahead and enter your user information.
04:43Right now let's just enter admin.
04:45Of course you want to use something much better than that, something that's easy
04:49to remember but hard to guess.
04:51Your Host is localhost, Password let's go ahead and use admin again.
04:58But again you'll want to use something much better than that for your live site.
05:02Now, let's scroll down to the Global privileges and simply click Check All.
05:07That way we will have all the permissions to read and write and alter the
05:10database anyway we need to.
05:12After that, click Go. And that's it.
05:15Your user is created and you will be able to access the database using that
05:19username and password.
05:21While we were talking about administering your database, there is something that
05:24you should consider.
05:26PhpMyAdmin is an excellent administrator, but it's local to your system or
05:31local to your server.
05:32Now a third party MySQL administrator can be local on your system but administer
05:37remote databases as well, and that is reach over to your server and administer
05:41that database, as well as the one locally.
05:44And there are a lot of advantages to that.
05:46One of my favorites is Navicat.
05:48With Navicat you can actually drag and drop your database from your local
05:52system up to your server.
05:54This is an incredible timesaver where you don't have to re-create the database
05:58on the server after you've already created it locally.
06:02So a commercial third-party administrator may be worth the price and the
06:05time that it saves.
06:07So now with the database set up and running and populated, you're ready to move
06:11on to the fun part and actually creating your eCommerce site.
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5. Planning for Ecommerce Functionality
Designing with usability and user experience in mind
00:00Now that your environment is set up and you're ready to go, let's stop and think
00:04for a minute about designing your site.
00:06It's important that you design the site with usability and user experience in mind.
00:11You often hear designers say, I hate how all stores look the same. It's so boring.
00:16Well there is good reason for this.
00:19The formula is understood and it works.
00:21It doesn't mean your store has to be ugly or boring, but while expressing your
00:25creativity, and making your store reflect your brand and your personality, you
00:30have to keep in mind, what your customers are used to and what the experience
00:34will be on your site.
00:36Keep in mind that your customers are accustomed to how shopping sites generally
00:41work, and you don't want to confuse them.
00:43How to navigate your site should be instantly familiar and natural.
00:47And the design should help and not hinder this.
00:51So to get this firmly in mind, let's look at a few examples.
00:54We will look at a small, medium and large example site, and see how design can
00:59help the user experience while not getting in the way of eCommerce.
01:04Here we have a relatively small site.
01:06It doesn't have a lot of products, but as you can see from the home page it's
01:10instantly obvious what you were looking at, what they sell, and by mousing over
01:15you are guided to the products right away.
01:18Also, the menu makes it really easy for you to click and see the different
01:21products, in different sections.
01:23So it helps you and instantly find what you're looking for.
01:26Even though it's a small site, it's well organized and presents the products well.
01:31But what if you have more products?
01:32Well let's look at a little bit larger site.
01:35Here is a site, it is quite a bit larger than the first one, but it still has
01:38sites go, not that big.
01:40But you can see it's instantly obvious what's being sold and what's being displayed.
01:44And it guides you with your interest, if you are interested in dogs or cats or
01:48wild animals, you're instantly shown how to find those products.
01:53Also, the navigation is very clear.
01:55Again for dogs, cats it's very easy to find what you're looking for quickly and go to it.
02:02And you can see that the design is still very pleasing, so the design doesn't
02:05get in the way of navigating and shopping on the site.
02:08But what if you have a really large site with maybe even thousands of products,
02:12let's look at an example here.
02:14Here this common home furnishings company has a lot of products to sell.
02:18But instantly upon landing on the page you know exactly what you're looking
02:22at, you know what their product is and you're instantly guided to the various departments.
02:28And their navigation again is very easy to understand and navigate.
02:32It takes no thought time or no training to figure out how to find what
02:36you're looking for.
02:37So the theme of all three of these sites we just looked at is simple.
02:40It's easy to shop and provides a familiar experience.
02:44Regardless of the size your store inventory, design your store to be easy to
02:48navigate and to find what your customers are looking for right away.
02:52This may mean giving up some creative freedom and following more traditional
02:56lines, but the increased profits will make it worthwhile.
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Designing the site with the store in mind
00:00Another thing to consider when you're designing your site is to design your site
00:04with your store in mind.
00:06At this point it's understandable that you're excited and just want to get going.
00:09You may already have your site designed well in mind or laid out in Fireworks or Photoshop.
00:14So you just want to dive in and get started.
00:16Well resist that impulse.
00:20When developing an eCommerce site it's vitally important that your layout and
00:23design are done with your store in mind.
00:26You should take a little extra time to plan your site, for the same reasons that
00:31every store, from Safeway to Saks Fifth Avenue, spends significant amount of money
00:36and time laying out their floor and merchandising plans, that is for better
00:41customer, experience and better sales.
00:45So let's look at some things to consider.
00:47First of all, know your customers.
00:50Even if this is a new store, a little research will teach you a lot about your customers.
00:55If you're adding a site to a business where you already have a physical store,
01:00take what you've learned about your customers and make sure that you carry
01:03that over to your site.
01:05If this is a new venture, take time to check out your competition and see what
01:09they're doing well, and what they're doing poorly and learn from that.
01:14Next it's important to convey not only your brand but your voice or your personality.
01:19On the web, you're not alone.
01:21No matter what market you're in on the Web, there's a lot of competition, often
01:26in selling the same products that you do.
01:29So what sets you apart?
01:30If your first respons is "we're cheaper," you're already domed. Face it.
01:35Somebody is always cheaper and if you sell a million dollars wroth of product
01:39but make no profit you're still out of business.
01:43If you have a successful bricks and mortar store, and someone walks into it for
01:47the first time after shopping on your online store, there should be no
01:51disconnect or surprises.
01:53They should already feel like they know you.
01:56Let's look at a couple of good examples of this kind of design.
02:00Here we have a site that focuses on what you would call in niche market on sportsmen.
02:05The minute you land on their homepage there's no question that that's what
02:08this site is all about.
02:10New users to this site won't feel any disconnect because they will know exactly
02:14what the site is about and it's easy to find their way around.
02:17Also, if you were to go into their retail stores, this same feeling is conveyed.
02:24Here's another example in a completely different market but, again, instantly you
02:29know what they're selling and it conveys the feeling of what the site is all
02:32about. And again, if you're going to go into one of their retail establishments,
02:37there would be no disconnect.
02:38You would have the same feeling as what you did with their website.
02:43Another important matter is to get to the point.
02:45In the sites we just looked at, it's very obvious when you get to the site what
02:49they sell and what they're about.
02:51If you put all the merchandise in the back of your store and had your employees
02:55waiting at the front door for your customers, insisting on telling them about
02:59your store's owners and history, and so forth, how successful you would be?
03:04Not very. Customers would leave before ever having a chance to buy.
03:08On the web however this is very easy to do and commonly done.
03:12Of course you want to make this information readily available.
03:16But don't force your customers to sort through it to find your product.
03:20Design your site to sell easy, to sell early, and to sell often.
03:25Next, take time to map it out.
03:27Taking time to map out or wireframe your site, even hand-drawn on a napkin, to be
03:33sure that your site is organized is a good exercise to go through.
03:37Do the same for the design structure of your pages.
03:41It doesn't have to be pretty.
03:42Just focus on the navigation and content layout to be sure that everything fits
03:47and that it is easy to understand at a glance.
03:49For example, here we look at a common site map.
03:54It's important to layout the information architecture of your site.
03:58So you can clearly understand ahead a time how your product and your stores
04:02going to be organized.
04:04If you don't properly understand ahead of time how can your site possibly convey
04:08this and how can you customers understand it?
04:11Take time to sit down and draw it out, and really understand the information
04:15architecture of your site, and how things are going to be divided up.
04:19Same goes for the page structure.
04:22Take time to draw out where your navigation is going to be, how it's going to
04:25work, and how you're going to divide up the different blocks of information that
04:29you're going to convey.
04:30Doing this ahead of time will help you design your site.
04:33But it'll also help you design the information you put on your site and how your
04:37products are displayed.
04:39Once you've gone through this process, you'll be ready to get started developing
04:42and designing your site.
04:44Taking time to properly map out your site and design it with your product,
04:48brands and customers in mind is worth every minute it takes to do it.
04:53The rewards will be quality customer experience, and better sales.
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Adding a store to an existing design
00:00What if you have an existing site and you wish to integrate eCommerce into it.
00:05Many times developers or designers are asked to add a shopping cart to an existing site.
00:10The site has been around for a while and you, or the client wants to start
00:14selling the product from that site.
00:16What are the things to consider when doing this? What are the pluses and
00:20minuses? Should it be done?
00:23Sometimes it can take more money and effort to integrate a store into an
00:26existing site than it does to start fresh. Let's look at what you need to
00:30consider so that you can make the right decision.
00:34First of all let's look at the pluses. Legacy and recognition is something to think about.
00:39A site that's been around for awhile, and especially if it has good traffic,
00:44builds brand recognition and loyalty with its users, and this is a valuable
00:48asset, also there is search engine indexing.
00:52If your site enjoys a good search engine placement in your market category this
00:56is a huge asset and not something you want to mess with.
00:59This above any other point makes it worth your time and effort that it takes to
01:03integrate a store into your existing site.
01:07What are the minuses?
01:08Well, first of all there's file types problems.
01:11Many times the current site will be a regular static HTML site with standard .htm
01:17or .html file extensions.
01:19Whereas your store is going to be a dynamic platform with files ending in .php,
01:25.CFM or ASPX or the like, depending on what platform you choose.
01:31Also is the content product driven?
01:34A static site is geared more to tell and not sell, which can be a bad thing.
01:40The structure of your site may be such that your store will always look like an
01:44afterthought which could have a negative impact on sales.
01:48And finally there is a search engine penalty.
01:51If not performed very carefully, adding a store, or converting your existing site
01:56over to a dynamic site, can wreak havoc with your search engine ranking.
02:01Next, it's important to rework your homepage, even if you simply tack on the
02:06shopping cart to your existing site, be sure to take time to rework your
02:09homepage to bring your product front and center as soon as your customers come through the door.
02:16Adding a store to your existing site presents some real challenges, but it can
02:20be done and if done properly it can be done with minimal loss in search engine ranking.
02:24Sometime it's better to just start fresh, where you can really plan things out
02:29from start to finish and take maximum advantage of your upgrade.
02:33The choice is up to you.
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6. Setting Up an Ecommerce Site in Dreamweaver
Creating a new PHP site in Dreamweaver
00:00Now it's time to go through the process of developing your Ecommerce site
00:03from start to finish.
00:05We've already installed XAMPP and we've checked to make sure that our test
00:09environment is running.
00:10So now we will set up the site and get started.
00:12First, we'll create a new site in Dreamweaver.
00:17Setting up a dynamic site, be it ColdFusion, PHP, or some other dynamic
00:21language, is a different matter than creating a plain HTML site.
00:25There are a number of other factors to consider about the site setup and placement.
00:30Let's take a few minutes to go over them and set up our new site.
00:33First of all, it's where to put our site.
00:36Unlike regular HTML sites, dynamic sites need to be located where your local
00:40server can find them.
00:42An HTML site can be located pretty much anywhere, and if you click on the file,
00:46it will open up in your browser and you'll see the page as expected.
00:50Try this with a dynamic page and the browser won't know what to do with it and
00:54it will throw an error.
00:56We'll need to put our new site where the PHP server can find it and correctly
01:00process the page request.
01:02So let's do that in Dreamweaver now.
01:05So here in Dreamweaver we're going to create a new site.
01:09So I click on Manage Sites, then click on New, let's give it a Name, and then
01:18let's give it a Folder.
01:19Now, what we're going to need to do is browse our computer and find the Root
01:24Director where XAMPP expects to find PHP files.
01:28So go to your C Drive, find xampp, and then look for the htdocs folder.
01:35Now, let's create a New Folder here, then click on the folder, open it, and select it.
01:43Another thing we need to do is tell Dreamweaver what kind of server we're using.
01:48So here let's click on Servers and then let's go down to the Plus (+) sign,
01:51click Plus (+), then we enter the Server Name, which is localhost.
01:55It's a local server so we choose Local/Network.
01:59Then we find the Server Folder and that is the lyndatest folder that we created
02:05in the xampp root folder, select that.
02:08Then we'll enter the Web URL so Dreamweaver can find it and, again, it's
02:15localhost and then forward slash (/) and it's the same name as the folder, and
02:20that would be lyndatest.
02:22Now, what we need to do is click on Advanced and we have to choose the Server
02:26model, so we choose PHP MySQL, and we Save it.
02:31And we see right now Dreamweaver by default makes it a Remote Server, we want it
02:35as our Testing Server, so we'll change that and unclick that. There you go.
02:38It's all set up and we Save it, and we say OK, and Done.
02:44Now that your site is set up in Dreamweaver and located where PHP Server is able
02:48to see it, you're ready to test your site and be sure that everything is
02:51working, and then you're ready to go.
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Creating and running a test page
00:00Now before going any further, it's important that we're sure that our web server
00:04Apache, our application server, PHP, and our database, MySQL, are all running
00:09properly and communicating.
00:11To do this we'll create a simple test page and run it. If it runs
00:15successfully, we'll know our test environment is ready and we can get going.
00:20So let's go to Dreamweaver and create a Hello World page.
00:24So, now in Dreamweaver in our lynda eCommerce site, let's create a new page,
00:30we'll choose PHP and Layout of none and create the page.
00:34We have it open in Code view, which is what we want.
00:38Now first of all, let's save it, and let save it as "helloworld" and make sure it's
00:45a PHP and Save, okay.
00:49Now what we want to do is create a script that will output "helloworld," but
00:54it requires PHP to run the script in order to display those words. So this is
01:00a script we'll use.
01:01Now again we save the file.
01:03Now let's run it in our browser and see what happens, so you can hit F12 and there it is.
01:10The fact that that "Hello World" displays shows the PHP processed to the page and
01:15put the output on the page in the browser, so we know PHP is running.
01:19The next thing we need to do is create a data source or a record set, let's add
01:23a script that creates a data source connection to the database.
01:27This script tells PHP what database to look at, where to find it, and what the
01:31username and password are to gain access to the database. So let's go to
01:35Dreamweaver. And here we are on our page in Design view.
01:39Now first thing we need to do is go over to the Databases panel, click on that.
01:43Make sure it's the Database tab and then click the Plus (+) button. And we want
01:48to create a MySQL Connection, and that Connection name we'll call lyndatest again,
01:54and MySQL server is a local host.
01:57The User name, if you're remember we just used admin. Same with the Password, and
02:02then the Database name, if you're remember, is lyndatest. And then let's test our
02:07connection and its successful. That's good, so say OK and say OK.
02:13Now that we've added the data connection, let's see if it works. We can do this
02:17by adding a simple repeat region, or a dynamic table. So let's go ahead up to
02:21Insert and click on Data Objects. And then go up to Dynamic Data. And then let's
02:27choose Dynamic Table. And we want to create a recordset.
02:33Recordset we'll call just "test" and the Connection we're using is "lyndatest."
02:38That's good, and it shows the table that we want to use. Let's go ahead and click
02:42on categories and it shows this connecting. Let's test, and it's pulling back
02:47records. That's good, so say OK, click OK and then finally say OK.
02:54Now we're going to create our dynamic table, so we can output this recordset.
02:58So the recordset we want is "test." Let's go ahead and have it deliver all
03:02rows, don't worry about this, let just is click OK and there is the information.
03:08So, all we have to do now is save the file and let's go ahead and hit F12. Okay
03:14and there's our page.
03:16So, now we know it works, PHP is talking to MySQL and it's delivering the page as expected.
03:21So, now we're ready to go.
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7. Installing and Setting Up the Cartweaver Ecommerce Extension
Installing the Cartweaver extension in Dreamweaver
00:00Now we're ready to create our eCommerce site. An easy way to do this is through
00:04the use of a Dreamweaver Extension.
00:07The Shopping Cart software that we'll be using in this example is Cartweaver 4 PHP.
00:12One of the advantages for those new to dynamic websites or eCommerce site
00:17development is that Cartweaver installs into the Dreamweaver interface through
00:21the use of the extension manager.
00:24This allows you to add the shopping cart to your site with the simple click of a
00:27button and filling in a few form fields. Let's first look at the Adobe Extension
00:32Manager, and then we'll install a Cartweaver extension into Dreamweaver.
00:36So, here is the Adobe Extension Manager.
00:39It handles the extensions for the entire Adobe suite, so you want to click on
00:44Dreamweaver CS5. It'll list all the extensions that you have already installed
00:48into Dreamweaver and if you want to find extensions, you can actually go to the
00:53Dreamweaver Extension Exchange and find many downloadable extensions for free or
00:58for very little cost.
01:00So, now that we know what the extension manager looks like, let's go ahead and
01:03install the Cartweaver Extension.
01:05Click on Install, browse to wherever you've put the extension, click
01:11Open, accept the licensing and that's it you're done. The Cartweaver Extension is installed.
01:19So, now we'll close out the Extension Manager and we'll have to reopen
01:22Dreamweaver and we'll see the results of that.
01:26Okay, now the Dreamweaver is open again, if we look up in the menu, you'll
01:30notice that there's a new tab, a Cartweaver tab. Click on that and there is
01:35everything you need to install Cartweaver into your site.
01:38Since Cartweaver is a commercial application.
01:40The Cartweaver files and extensions are not included in your exercise files.
01:45If you do not have Cartweaver, you can follow along as I go through the process
01:49of installing and setting up our e-commerce site. This will be very beneficial,
01:53Even if you use a different shopping cart application.
01:57Setting up your store and adding products is something you'll have to do
02:00no matter what program you use, and the process and the logic behind it is very
02:04similar in most of these applications.
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Installing Cartweaver files on your site
00:00And now for the easy part. It's true,
00:03oftentimes the hardest part of the process is getting your development
00:06environment setup and working properly. This is where the majority of
00:10the learning curve is.
00:11Now that you're actually to the part of installing the shopping cart application,
00:15things get much easier.
00:17So let's look at the installation process.
00:20First thing we need to do is setup the Cartweaver database. But first we'll open
00:24Notepad, or whatever text editor you use, and then we'll drag our SQL script that
00:29creates our eCommerce database into Notepad and we'll click Edit > Select All,
00:36and then we'll copy that and now we'll open up phpMyAdmin.
00:42Once we're in phpMyAdmin, let's go ahead and create a database, let's call it
00:47ShoppingCart, and then just Create, okay. Let's go ahead and click on that and
00:53now let's go SQL, and then we can paste our script in and we're ready to go. So
00:59just click Go, and this is going to be a fairly long script to create all the
01:03tables and fields, so let it run and there it goes.
01:06It shows all the tables and fields that have been created.
01:10Finally, as we did before, go to Privileges, click on that. And let's add a new
01:16user, and let just call the user "merchant." Again, its local host is the "hostname."
01:25For the password, let just enter "admin" then retype it, then scroll down and click
01:33Check All, and then go, click the Go button. There we go our user is setup.
01:42So, our database is setup and our user is setup and we're ready to install our
01:46shopping cart into our site, so to do that let's go to Dreamweaver.
01:51Okay, here in Dreamweaver we have the lyndaeCommerce site opened up that we've
01:55used before and we're ready to install Cartweaver into the site.
01:59So you go up here to the tab, click then Install.
02:03And here is the interface for installing Cartweaver into your site.
02:08These are the default pages and we'll just leave those as they're, but you do
02:12have the ability, if you wish, to change the names of those pages if you decide to
02:16change them to a particular naming convention that you use.
02:20Installation folder is, if you are installing the shopping cart part of your site
02:24into its own folder, you designate what that folder is. And you see also that the
02:30site that we're on is already selected, so we're ready to go there.
02:33The only thing that we need to enter is our data source information and it's
02:38just like when we created a data source in Dreamweaver. This tells the
02:41application what it needs to know to connect to the database.
02:45So, our hostname against "localhost," let's create a data source name we can pick
02:52whatever we want, let's just do "shoppingcart." And now the username this is the
02:57username we'll used for the database that we created, so that would be "merchant,"
03:02and the data source password that we used in the database and that was "admin" and
03:07then click OK. And that's it,
03:11Cartweaver is installed in your site and you have a fully functional eCommerce
03:15application ready to be worked on.
03:16Next we will have to go to the Admin and finish the setup.
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Finishing setup in the Cartweaver online admin
00:00Now that the Dreamweaver installation process is done, we need to finish setting
00:04up the applications default settings.
00:06We do this by browsing to the admin in our Web browser and logging into the admin.
00:12The Cartweaver admin allows multiple levels of access to the site admin.
00:15We'll log in as developer which gives us complete access to all settings.
00:20So what we'll need to do now is browse to the admin.
00:24The easiest way to do that would be, go ahead and open your site in Dreamweaver
00:30and now with the site you just installed into Dreamweaver, go ahead and click
00:34on the cw4 folder and browse to the admin index file and open it and now you can just hit F12.
00:46This is the easiest way to open the admin when you're working locally,
00:50because then you don't have to actually enter the address to the file and
00:53browse to it in your browser.
00:55Dreamweaver will open your browser automatically and bring you to the page you
00:59need to be to, okay.
01:00Now to gain access to the admin we're going to enter ourselves as the user
01:04developer and enter the password, right now it's just in the default and that's
01:09admin, although you'll want to change that later for sure, and then click Log In.
01:15There you see the admin interface, but we'll talk about all this later.
01:20What we need to do now is just to do the setting that gets our site functional
01:24so we can begin browsing.
01:25So what we'll do is go to Site Setup, open that panel and go to Global
01:31Settings and click that.
01:34Any shopping cart application will have this somewhere, where you setup the
01:38global applications it effects the entire application.
01:42It's important that you enter the proper information, so that your site
01:45will function correctly.
01:47We'll just go down through the steps here and explain what each field is, and
01:50then we'll be ready to go.
01:52First of all, your site URL, this is important because it tells a system what
01:56your site URL is, so they can be used in different links.
02:00Then here we have the Site Secure URL, you'll notice that the beginning of this
02:05it uses HTTPS. What this does is, once the user begins to check out, it switches
02:11the system over and invokes the SSL.
02:13Now we'll talk about SSL security a little bit later in this course, but right
02:18now this is how that system is invoked, by having HTTPS in your URL.
02:24
02:25Next, Test mode. We'll want to have that on, because during testing you want
02:29the site to function normally, but not require interaction with payment
02:34gateways and that sort of thing.
02:36So clicking on this allows you to test the site fully functional, but without
02:40having to reach out and interact with third-party vendors.
02:44That way it's a much cleaner test environment while you're working on your site.
02:48Next is database type, with PHP mySQL is our choice, if they were ColdFusion it
02:54would be my SQL or SQL Server, but we'll just leave that at mySQL.
02:59Enable non-https redirection.
03:02We want to have this checked. What that does is, if someone begins to check out
03:07and they are linking from a non-secure link, this will check that and redirect
03:12them through to the HTTPS, again, invoking the SSL.
03:15We want to make sure that their transactions are totally secure and encrypted.
03:20Next we have Date Format, choose a format that is good for your area or that you prefer.
03:26Default Locale, this is an important setting, because this setting determines
03:30what sort of currency symbols are used throughout the site.
03:34If you're in the UK or in Europe, it'll show you the appropriate symbols.
03:38But here we'll leave it in English(US).
03:41Server Time Offset this is an important setting, because oftentimes where
03:45your store as located is in a completely different time zone than where your server is located.
03:51And you want your transactions to appear that they occurred at the proper time
03:55where you're located.
03:57Setting this or plus or minus the Greenwich Mean Time will allow you to do that.
04:01Check online to see what the setting is for your area.
04:05Cookie Expiration Term, most servers have this setup by default, but if they
04:10don't they set the default for that. And the rest is just information about the
04:14installation itself and we probably won't have to change this.
04:17One thing to note is, if you installed your store into a different directory or
04:23if you've changed directory names, these fields with caution by them is where you
04:27would make these changes.
04:29My recommendation initially is just leave in its default setting and in default
04:33install and it'll let you get your feet on the ground. But this is where you
04:36would change that if you used it later.
04:38Okay and that's that panel. Any changes we made then we want to Save Changes.
04:44The thing to remember about this is it is a web application, so you can make
04:48these changes and if you don't click Save Changes they're not made, it won't be
04:52written to the database and you'll come back and your old settings will still be there.
04:56And that's an important thing for you to tell your merchants as well, because they
05:00often forget. They think it's a desktop application and forget to click the
05:04button every time. Okay.
05:06Then there is one other page we'll check called Cart Pages.
05:11Now during setup, if you remember, we left everything as far as page names it its
05:16default, so we can just leave this alone.
05:19If you chose different page names for these different functions, or these
05:23presentation pages on the front end, you would want to change them to the
05:27corresponding names here as well.
05:29That way your application knows what files to look for.
05:32And then changes that you make there go ahead and you'd save them and that's it.
05:37We've now got our shopping cart installed into our site and have finished setup
05:41and have a fully functional eCommerce site setup and ready to go.
05:45Now let's take a minute to examine the files and see how things fit together.
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Examining the site and code structure
00:00Once you have your Shopping Cart files installed into your site and are done
00:04with setup, it's a good idea to take a moment to examine the files and see how
00:08they fit together and how they're structured.
00:10Some of what we're going to look at is going to be Cartweaver specific, but
00:13again, much as applies to most any Shopping Cart application, so it's
00:17definitely worthwhile.
00:18We would be looking at a little bit of code, but that doesn't mean you have to know PHP.
00:24But it's a good idea to get an idea of the principles behind how the files work together.
00:28This will definitely help you later when you want to customize your design or
00:33integrate your Shopping Cart into your design.
00:36One of the important things we're going to be looking at is what I call the
00:38principle of separation.
00:40Any good dynamic application not just a Shopping Cart should be designed to
00:45separate form from function.
00:46What does this mean?
00:48Simply that your application code and your presentation code, which is your HTML
00:53or your CSS, should not all be mixed together in the same file.
00:58Think of it this way, how would it be if your CSS was all in-line mixed in
01:03with your HTML tags.
01:05This would be a mess right?
01:07No, the correct way is to separate all your CSS out into its own file and then
01:12call the CSS from the page.
01:15Your application code should be no different.
01:17If you're looking at a Shopping Cart application that uses the method of mixing
01:22the code together, known as Spaghetti code, move on.
01:26Use one that follows the basic essential principle of separating
01:29presentation from function.
01:32Now let's open Dreamweaver and look at the Cartweaver file structure and see how
01:36the presentation and function files are arranged.
01:41So in Dreamweaver let's go ahead and show the local site and let's look at the files.
01:50The files that are all lined up in the root directory are basically your
01:54presentation files and we'll look at that in a minute.
01:56But if you look up here in your cw4 folder, here's where all your function files reside.
02:04This is where you admin is.
02:05That's where your CSS for your function files is, along with all of the various
02:11includes and everything that may be called to actually integrate cart
02:15functionality into your website.
02:19Here are basically your presentation files.
02:22Now what we'll do is, let's go ahead and open a presentation file and there's all
02:30the code, but let's look at the Code view.
02:32If you'll notice, there is simply a little bit of a code here and one include
02:38call in the middle of the body of the page.
02:42Now what this does is it calls in the cart functionality, whatever it is for this
02:46page, in this case it's the product list, and places all that code into your page
02:51with one line of code.
02:54If you're integrating this code now into a pre-existing design, that's pretty easy to do.
03:00Basically you'd just be adding this code.
03:03You don't even have to worry about what functionality code is, you just place it
03:07within your design and it's delivered.
03:09Now that we've examined the site and code structure, let's take a tour of the
03:14Shopping Cart front end and get familiar with how everything works.
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8. Setting Up the Store
Exploring Cartweaver functionality
00:00Now that your store is setup, you're ready to start configuring and adding
00:04contents to your store.
00:05But first let's take a moment to look at a functioning store front end and make
00:10a note of what the store does and how it acts.
00:12Having this well in mind will help you when you're in the admin setting up
00:16your store and help to organize your products with ease-of-use and customer
00:20experience in mind.
00:22So here we are to functioning store front-end. We see it's a pretty standard
00:25looking eCommerce site with products displayed and navigation. But let's analyze
00:30how things are presented, so it'll help us understand the best way to enter our
00:35products once we start doing it in the database.
00:37The important thing to look at first of all is the navigation of the products.
00:42Basically what you have here are categories of different types of products
00:46contained in the store and you click on that and it expands to subcategories.
00:50This information architecture is really important in trying to meet your
00:54customer needs of finding the products they're looking for.
00:57So you want to take time to really try to organize your products in a hierarchy
01:02that not only makes sense to you, but makes sense to your customers.
01:07Sometimes we look at things differently, because we look at the products all of the time.
01:10The customers are coming in from the outside and they look for things
01:13differently. Try to meet their needs and not yours.
01:17So we see how the products are displayed. Let's go ahead and look at the details
01:22of this, we want to find out more information about it.
01:25So there it is, nice details page give us all the information, gives related
01:30items it maybe we might be interested in, which is a common function of any
01:34shopping cart application.
01:36Okay let say we want this product.
01:37So we go ahead and select what we want. It give us the options that are
01:41available with our selection.
01:42If we don't like that, we can go back and select other options and it narrows
01:47down what we're looking for.
01:48Once we have what we want, go ahead and Add to Cart, there we go.
01:53Now if you've been to the store before, it may remember that you were here before.
01:57So let's go ahead and remove what was there before.
02:01Okay, now we're down to just what we want by this time around.
02:04This is a common function, because sometimes people will window shop online
02:08stores and they'll come back and their previous items are still in there.
02:12So it's important to be able to remove those from your cart when you're actually
02:15wanting to check out.
02:17Now you could Continue Shopping which will take you back to your shopping area.
02:20But let's say we're ready to check out, so we click Checkout and here we go.
02:25It gives us the opportunity to Log In this is for Returning Customers and if
02:30we're not a returning customer, we want to go ahead and just create an account.
02:34Okay and let's say our Shipping Information is the same, so we'll click that and
02:40we'll see it will pull what we entered here and take it there.
02:44This is a good feature to look for, because that way the customer doesn't have
02:47to enter it twice if it's the same.
02:49So let's go ahead and create a Username and Password, we'll just put "user" and
02:54"password" right now, okay then we'll want to continue.
03:00Oh, looks like I entered something wrong there.
03:04That's an important thing to look for too is the error-checking must be six or
03:07more, so I'll just put "username," okay.
03:09That's another feature to look for in your application is to make sure that it
03:15validates the fields, so we know the information we're getting from the customer
03:19is valid and what we need in our database.
03:22Now let's Continue and there we go, gives us what the contents is and what the
03:26Shipping is and we'll talk about how to setup shipping in a coming video. So
03:30that's look good, so we want to Continue.
03:33Again we double check what's in our cart.
03:35Asks us if we have any kind of a discount code, in this case we don't, so we'll
03:39just Continue, and then we get ready to submit payment.
03:43This particular cart allows us to select multiple payment options, which is
03:47pretty common these days.
03:48A lot of people may want to use either their credit card or go through PayPal.
03:53So it's good for an application to support that.
03:55In this case we'll just select Credit Card and as you can see here I've already
04:00entered in Test User information, but in a real store that would be whatever you
04:04need to enter and finally just Place Order and there it is, our Confirmation.
04:09We've gone through the complete series of looking for products, selecting the
04:13products, adding to the cart and checking out.
04:15You can see this called TEST MODE ENABLED.
04:18That's a feature that we discussed earlier in setting up the site.
04:21It's a good way to test your site without having to actually interact with
04:24your payment gateways.
04:25When you get ready to go live, you'll want to disable that so you can actually
04:29test the interaction with your payment gateway.
04:32We now have a good understanding what's going on throughout the shopping
04:36and checkout process.
04:37Keeping this in mind as we go through the admin and setup the store and begin
04:41adding products, will be really helpful.
04:43So let's go do that now.
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Configuring admin settings
00:00The site admin serves many functions, from the most basic settings, to products,
00:05orders, and customer record control.
00:07You may not want everyone to see everything, no problem.
00:11Cartweaver as well as many other eCommerce applications allow multilevel access
00:15to the admin features.
00:16We'll look at what this means and how to set it up.
00:19We'll also walk through the other settings available under the Admin
00:22Settings menu panel.
00:23To do that let's go back to the admin.
00:26We'll want to login as developer, so I'll have access to everything and let's
00:31go to Admin Settings.
00:34First of all let's look at the user settings.
00:37Here is where we have the multilevel user access control.
00:41As we can see, we have the service, developer, manager, and merchant. These are
00:45various levels of access that allow us to see different things.
00:49Developer basically is allowed to see everything.
00:52Service and manager, I'd recommend you click around and see what's available
00:55there and what's not.
00:57Merchant is something that we can actually customize;
01:00you may want to narrow that down to just looking at products.
01:03It depends on what kind of access you want to grant.
01:05This maybe, somebody in a customer service department and they just see
01:08products and customers.
01:09You can dial that in later on and we'll show you how to do that.
01:13Now these are locked in, you can't change these.
01:16But you can change the Password and I definitely recommend that you do that when
01:20this goes up on your server.
01:21You can see what kind of access level.
01:24You can create New Admin Users,
01:26you're not locked into these.
01:28You can go ahead and create a new one if you want and give it what level
01:30of access you want.
01:32But right now we'll just stay with the default settings.
01:35Next, let's take a look at Admin Controls.
01:38These are basic controls that controls the admin itself, so we can see Use Admin
01:43Error Handling, we want to do that; Theme Directory, these are actually multiple
01:48themes that come with Cartweaver, a lot of eCommerce applications offer that
01:52where you can tailor the look a little bit or you can just open up the CSS files
01:56and do what you want and make it look the way you want.
01:59The next three Enable Customer Paging, Order Paging and Product Paging; what
02:04that does is breaks up the display of these pages in your admin, so that you
02:08don't load up everything all at once.
02:10If you have a small store you probably want to disable those, because you won't need it.
02:14But if you have a really large store it could get really cumbersome loading up a
02:17hundred different products with one click.
02:20For a large store you would want to definitely enable paging.
02:23How many Records per Page, if these are enabled then you can decide how many you
02:27want to show per page.
02:29Use Text Editor, now what this does is there's built-in text editors throughout
02:33the admin for entering information.
02:36These are simple text editors, but they really make formatting your text much, much easier.
02:40But some prefer to paste in HTML code, so if you disable that it'll be
02:45just a basic text field, and then you can paste your HTML code directly into those fields.
02:50So it all depends on how you prefer to work.
02:52The Text Editor CSS File and that declares CSS files that the text editor
02:57refers to when you're entering like headline tags and that sort of thing, this
03:00is all customizable.
03:02And then again for Categories, Options and Products, and we'll display those
03:06a little bit later,
03:08it allows you to choose whether you want text editors there or not as well.
03:11If you make any changes here, you can just go ahead and save them.
03:14If not, let's go ahead and move on. Click on the Admin Widgets page and these
03:19are various widgets that are used in the admin.
03:21These are what shown on the Homepage and most of the time it's good leave this
03:24checked, because it gives you more information.
03:27But let's say you just want order information when you go to your home page.
03:30That's the first thing you want see, what orders you have, so you can
03:33being processing them.
03:35You can disable these other two and clear out that introductory page if you want.
03:40Then how many Recent Orders are shown on the Homepage, how many Recent Products
03:44shows you what you have added lately.
03:45What your top customers are. That's all is a good thing to know, who your
03:48most common and most frequent customers are and that can be displayed on the Admin Homepage.
03:53Any of these if you set to zero, it just won't show.
03:55Again, Top Selling Products and you can save that if you want or not, let's move on.
04:01So this controls the Products section in your admin. You have your Labels for
04:04your product. And this is helpful if you call them something different in your
04:08company culture, you can change them to what you want them to say so that your
04:12staff will understand what they're using.
04:14You can change these to whatever fits for you.
04:17Default Price, you can set a Default Price to all products entered and here we
04:22just have it 0, but you could have it, like I don't want any products to be under
04:25five dollars and we don't want to forget that, so we can add that.
04:29You can use the Alternate (Suggested) Price and all these features you'll see
04:33when we add products that are available.
04:34But you could turn them off and on at this page.
04:37And for Alternate Price Labels you have that.
04:40Use Product Additional Info, rather than going through every field, basically
04:44know that all the information you need to control your products are selectable
04:48here and controlled here and it would be good thing to play around with this a
04:52little bit and customize it to your liking. And that's it;
04:54we've gone through the admin settings.
04:56We now have our user account setup and have our basic product and admin
04:59settings configured.
05:01Next, we'll move on to the basic store information under the Store
05:04Settings panel.
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Configuring store settings
00:00Now we're going to setup the company information.
00:02What credit cards we'll take, how discounts will be handled, how shipping and
00:06sales tax will be handled?
00:08So let's go back to the Admin now, and let's go from where we left off and click
00:12on Store Settings, and the first panel here is called Company Info.
00:17This information is what's shown throughout the store.
00:20For example, in the footer of the pages and also used in your Emails that are on
00:26order confirmations.
00:27It's basically all the store information that gets shared with your customers.
00:31So you want to definitely go through and enter the information here that
00:35matches to your store.
00:36One important thing to look at is the Emails.
00:39There is two Emails here, there's Developer Email and Company Email.
00:43The Developer Email is used when errors or something like that occurs and you
00:48want it to go to the developer.
00:50So if a developer is different then the person who handles the store definitely
00:54enter their Email here.
00:56Then Company Email is the Email that will appear on your receipts or your order
01:00confirmations that go out to the customers, and also will appear in the footer
01:04of the store and so forth.
01:05So that would be the general contact information Email that you want to share.
01:09Then the rest is just your basic information and you'd want to ahead and fill that out.
01:14Next, let's look at Credit Cards.
01:16What this page does is allow you to enter new credit cards or delete ones that
01:21you don't want to use anymore.
01:22And what the code is, make sure you know what the code for your credit cards are
01:26because the code is always different than the actual name and this code is what
01:30the credit card processors use to recognize what credit card is being passed.
01:35Next, let's go ahead and click on Discount Settings.
01:38And this page controls how discounts are handled on the front-end.
01:42Most Shopping Cart applications offer various discount features.
01:45And it's good to be able to enable them or disable them and use them as you wish.
01:49And that's what you do on this page here, you can enable them, you can show
01:52them in line or not, you can display notes in the cart about the discount, and
01:56there is a Notes field.
01:57When we enter discounts later you'll notice that there is a Notes field that's
02:00the information that will be displayed here and then show Thumbnails.
02:04And just save the changes.
02:06Next we'll look at Shipping Settings and first of all you can enable Shipping or not.
02:11If you don't charge shipping or if your product is downloadable, and there is no
02:14shipping you can just disable Shipping.
02:16You can show a Single Shipping Option or you can show Customer Shipping
02:20Information, you can click Charge Base.
02:23Now what this means and we'll show that later when we setup shipping is that
02:26there is a base fee that you can enter.
02:28And that base fee is charged on every order.
02:30It's just a flat amount.
02:32Some may call it Shipping and Handling.
02:33Now this would be the handling fee.
02:34It's just a flat charge that you charge on every order before you tack on actual
02:39shipping costs and you can enable or disable that.
02:42Charge Location Extension;
02:44this is part of the built-in shipping matrix that you can charge higher shipping
02:48for places further away from you, and it's a powerful tool that calculate or
02:52create a shipping grid that allows you to charge appropriate shipping based on
02:56location that you're shipping to.
02:58Charge Range Based On, this can be either Cart Weight or Cart Subtotal or None.
03:03Most frequently it's cart weight especially if you're using like UPS and here
03:08there's a UPS API key.
03:10If you're using UPS Shipping you'll acquire a key from them and you'll enter it
03:14here and then this authorizes the transaction when your cart interacts with your UPS account.
03:19And finally, let's look at Tax Settings.
03:21We'll share more information about shipping and taxes later.
03:25But first of all you can setup Tax or VAT.
03:28What VAT is, it's a Tax system in Europe, and so you would select a system that
03:33would fit your location.
03:34We'll just leave that at Tax.
03:35There is two different tax systems that we'll show you a little later called
03:39Groups and General, and you can go between either one of those and we'll explain
03:43that as we're adding taxes.
03:45Tax Calculation Method, you can do the Local Database system or you can
03:49integrate with a third-party vendor called TaxCloud and again we'll talk more
03:53about the reason for this when we actually go and in configure taxes later.
03:57You can base your taxes on your Shipping Address or your Billing Address.
04:01And then set various defaults like your Default Country or to Charge Tax on
04:05Shipping or Display Tax on Each Line Item in the cart or just the total tax.
04:09Go down through these steps and make sure it's all configured what's best for your region.
04:13It's also important to enter your Tax ID Number if you're required to share that.
04:17If not you can just leave that blank.
04:19Also you can select to show Tax ID on your Invoice.
04:23If you're required to do that this allows you to do so.
04:26If you are using TaxCloud which is a third-party tax calculation vendor, your ID
04:30and key would be entered into these fields and that authorizes your transactions
04:34between them and their servers.
04:36And that's it, your basic store settings are all ready to go.
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Configuring site setup
00:00Next, we're going to spend a few moments configuring the site setup.
00:03Under the Site Setup panel, you'll find many of the key global settings that
00:07govern how your site will work.
00:09We'll go through this to see what settings you should add or customize to tailor
00:13your site to your specific needs.
00:15So we'll go back to the Admin.
00:16When you first click on the Site Setup panel, the page you'll be shown
00:20list Config Groups.
00:21Now these are a key component to how Cartweaver controls the various features
00:25and functions of the application and how the Admin handles them.
00:29For now, it's good to know that this offers a tremendous amount of
00:32customizability, but it's also important to know that diving into these takes
00:36a lot of forethought and it is outside of the scope of what we're going to be covering here.
00:40If you should decide to use Cartweaver as your store solution, you'll want to
00:44consult the documentation on Config Groups and see what can be done with them.
00:48For this course, we would just leave them in their default settings, which
00:52is what you will do in the vast majority of the sites that you're likely to work on.
00:56So now let's go ahead and click on Cart Display Settings.
00:59This governs how the cart will be displayed to the customer and so we can go up
01:02here and we say Add to Cart Action.
01:05What the Add to Cart Action will do is either you can be taken directly to the
01:08shopping cart and see what's in it, or you can click Product Details page.
01:13What that will do is they'll remain on the page where they clicked, the Add
01:16to Cart button, but they'll simply be shown the fact that they've added
01:19something to their cart.
01:21Some prefer it this way where it doesn't disrupt the flow of shopping.
01:24Others prefer it because it encourages them to buy right away.
01:27You can decide how you want to handle this with your store.
01:30There are other basic settings here like a small image shown in the cart or not.
01:35You can show the SKU name in the cart, and we'll talk about SKUs a little later,
01:38they're part of your product entries.
01:41Show Custom Values in the Cart, Edit Custom Values.
01:44You can also customize how your products are ordered in your cart, ordered by
01:48name or when they're added, and also a Continue Shopping link.
01:52In your Show Cart page, there will be a link that'll say Continue Shopping.
01:56With this setting, you can either be taken to the home page of the site or just
01:59back to the product page where you were.
02:02This setting to Force Confirmation on All Orders, even test orders will force a
02:06confirmation if you have this checked.
02:08If you want to go through that, you can just uncheck it.
02:10A good feature throughout the Admin that you'll want to remember is when you see
02:14these little blue Question Marks (?).
02:15If you want to know what happens on this line, go ahead and click it and
02:19that'll expand it out, and then you'll have a hint as to what that particular line handles.
02:24This is used really frequently throughout the Admin and you'll want to refer to
02:28it if you have questions about what each individual line does.
02:32Next, we want to look at cart pages.
02:34We discussed this before and when you installed Cartweaver into your site, if
02:38you just left the default settings for the names of the pages, just go ahead and
02:42leave that as is or edit it as needed.
02:45Next, we want to look at Customer Settings.
02:48We get a lot of requests for people who want to just buy as a guest and not have
02:53to have a username and password, although I don't recommend this.
02:56It's always good to make sure that you have a username and password for your
03:00customers because that way when they come back, they're not going into your
03:03database every time as a new customer.
03:06But for some sites that don't have a lot of sales or infrequent sales, this can
03:10kind of be a problem.
03:11So with this, you can disable whether you have a customer account or if it
03:16requires a customer account.
03:17Also, you can show the Remember Me check box, so that if they want to be
03:21remembered after they're logged in, the site will set a cookie and remember them.
03:25Let's look at Debug Settings.
03:27Debug Settings, we won't get into a lot of detail on this.
03:30You can go ahead and click on the little Question Marks (?)
03:33if you have questions about each individual line.
03:35But what the Debug Setting does is you can enable the Debug Setting, and
03:39while you're testing your site, if it throws an error, instead of just
03:43throwing a plain error that doesn't give you any information saying there's
03:46just an error on the page.
03:47It actually gives you the details of what kind of error was thrown.
03:51This is really helpful in figuring out why your site is broken, especially if
03:55it's on the server and it doesn't work, but it's locally and it does work.
03:59Sometimes this will lead you to what's causing the problem.
04:03Once you're done with that, you can uncheck it to disable Debug Handling.
04:07Also, Enable Error Handling, what that does is if it's checked, your users will
04:11be shown a custom error page that you can design and control.
04:16If it's unchecked, if an error occurs on the site, then the user will be shown
04:19whatever error the server throws and sometimes those are really ugly.
04:23So once your site goes live, you'll definitely want to enable that.
04:26Then we go to Email Settings.
04:29And again, there's quite a bit going on here so we won't go into it line by
04:33line, but what this does is first of all, allows you to set the information of
04:38what your email server is so that your site can interact with your email and
04:41send emails okay, what your format of the e-mail is going to be, whether it's
04:46just plain text or if it's HTML.
04:48And then, there are fields here where you can configure and enter the
04:52information you want shown, for example, your email Signature.
04:55If you want a standard signature, you can enter it here.
04:58Also, Order Information and Shipping Information, all this information will be
05:03used in various parts of your customer communication email, such as your
05:07confirmation email and your order shipped email and that sort of thing.
05:11So this is where you control all that.
05:14Next, we'll look at Global Settings and we've already been here, you'll remember.
05:17This is where we set things up when we first installed the site, so we'll
05:21definitely want to just leave those because we've already set them.
05:24And here we have the Image Settings.
05:26First of all, you can set what the folder name is for your images.
05:29The default is Images and that's the one that's used out of the box, but if you
05:33have your own naming conventions, you can change that here.
05:36We also have a default image that we upload to the server.
05:39If a product doesn't have an image yet, you haven't uploaded it yet, this image
05:43will automatically be displayed.
05:45If you want to disable that function, you would just leave that field blank.
05:48But it's a good thing to have because it makes it obvious when you forget to
05:51upload an image because your default image is shown.
05:54Finally, here the original image, when you upload the image, images are going to
05:57be resized to what they need to be in the cart.
06:00Basically, this allows the merchant to either delete it or not.
06:03And if you want to maintain that image up on the server for some reason, you can
06:07disable the ability to delete it.
06:10Here's your Payment Settings.
06:12Your Payment Settings allows you to select what payment authorizers you want to use.
06:17The standard is pretty much just one.
06:19For example, I am using Authorize.net or I am using PayPal, and then you can
06:24save the changes and that will automatically be the only payment processor they use.
06:29But sometimes, merchants want to offer multiple choices.
06:32Do I just want to check out using my credit card?
06:34In that case, maybe use Authorize.net;
06:37or, I want to be taken to PayPal.
06:38Based on what our selections here are, the user, when they order, will have a
06:42choice of which one to use when they check out.
06:46Finally, Product Display.
06:48There's a lot of information here, but this really controls how your products
06:52are displayed out on the front end.
06:54First of all, you can look at Product Categories, how to select or how your
06:59product options are shown and selected.
07:01You can either have dropdowns or have them viewed in tables.
07:04The number of columns that are used when you do a search and results and
07:08bring back your products.
07:09The Quantity Selection, this is if you want a select box where it drops down and
07:14they can choose the number if they want to select or just a text box and they
07:17enter the number that they want.
07:19Results per Page, again that's common with search results, how many you want to
07:22show per page before you would begin paging.
07:25I would go ahead and click through these various fields, and again, a very
07:29useful function in the Admin is go ahead and click on the little blue Question Mark (?)
07:34if you want to know what a particular field does.
07:37Just know that this page, the Product Display page, has a lot of impact on how
07:40your products are displayed.
07:43One thing I'll definitely want to point out, down here there's a check box
07:46called Allow Backorders.
07:48If it allows backorders, when people are ordering products off your site, it
07:52will allow the inventory for that product to be forced into below 0, otherwise a minus number.
07:59Some companies that don't directly inventory their own products want to go
08:02ahead and allow that.
08:03But if you have that unchecked, what will happen on the front end is either a
08:07product will just drop off the Web and be gone until you replenish the
08:10inventory, or it will show an Out of Stock message.
08:14Either one of those will happen.
08:15If you allow backorders by checking that, none of that will happen,
08:19customers won't know the difference of what your inventory is and it will
08:21just go ahead and let them order.
08:24This is one you should keep in mind, Show Empty Categories.
08:27If you have categories entered into the system but you haven't associated any
08:30products yet, you may not want to show those in your menus.
08:33So you go ahead and just disable that.
08:36I would recommend that as your default setting.
08:38And that way you're only going to show categories that actually have products
08:41associated with them.
08:42And here, Relate Categories and Secondary Categories.
08:45What this does is it creates a forced relationship and that is where you
08:49have categories and subcategories which is the most common way of searching for things.
08:54In some cases, some people like to search either one independent of each other.
08:58It just depends on how it works for your products.
09:01Most of the time, having this checked would be your default setting. And that's it.
09:04We've gone through the Site Setup.
09:06The Product Setting page controls much of what users see when visiting your site.
09:11Having this control in the Admin really helps speed and streamline your front end display.
09:15Since these settings have a real impact on how your product pages will appear,
09:20this page is hidden from all Admin users other than the developer.
09:24We have now in just a few minutes configured the real nuts and bolts of how your
09:27site will work and display your products.
09:30You're almost ready to start adding products and getting your store ready to go.
09:33But there remains a couple of key elements to address and that is taxes and
09:37shipping and we'll address those next.
Collapse this transcript
Configuring a shipping system
00:00For shipping, the most common options for calculating shipping costs are
00:04either setting up a self-contained shipping matrix, or connecting to a
00:08third-party vendor such as UPS.
00:11Both have advantages and disadvantages.
00:13We'll look at both, so you can decide on which one is best for your particular needs.
00:17But the first thing you're going to want to do is enter your country and
00:21your states or regions.
00:23So, let's take a look at that first.
00:26Go ahead and click on the Shipping/Tax dropdown, and click on Countries/Regions.
00:32Here, you can add new countries and regions.
00:35Regions is just another word for states.
00:38Many countries don't have states, such as the UK and Ireland, but they do have
00:42regions or counties.
00:43So that's what this basically means.
00:46You enter the country, you sort which ones you want to come up.
00:49If you show multiple countries, you can't set it up or you can just show the US,
00:54or you can show US and Canada, or show how ever many countries you enter. And
01:00then you go ahead and enter the states and they're listed here.
01:04Throughout the Admin, there's something that's shown on this page that's
01:07important to realize.
01:08There's a Delete check box and an Archive check box.
01:11Now, you notice that the Delete check box is grayed out.
01:15What does that mean?
01:17Throughout the Admin, if a Delete box is grayed out that means you can't delete it.
01:22The reason you can't delete it is that there's things associated with it that if
01:27you did delete it, it would break the database or cause orphan data.
01:31In these cases, if you don't want to see it anymore and don't want to use
01:34it anymore, you can archive it, but you can't delete it because that would
01:38cause data corruption.
01:40So, anytime that there's another product or order or customer or whatever
01:44related to a particular field, once that relationship is created, you can no
01:50longer delete that data.
01:52So, that's something throughout the database that you'll notice.
01:55If the Delete button is not grayed out that means it's free and you can delete
01:59it which we will do a lot of during testing, but once it's grayed out, it means
02:03you have to first delete other things if you want to to get rid of that, and
02:07we'll take a look at that when we get to orders or products.
02:10Next, we click on Local Extensions.
02:14This page affects both taxes and shipping, so we'll come back to it briefly when
02:18we get to taxes as well.
02:20This basically shows the state code and the name of the state or the region and
02:26then what we're interested in right now is the Ship Extension.
02:30This is what I talked about before when we were building a shipping matrix.
02:33The internal extension here that's a multiplier.
02:37Let's say, for example, it costs you 200 times more to ship a product to Alaska
02:43than it does to ship it to the person next door.
02:46You can enter that multiplier in here, therefore, orders being shipped to Alaska
02:52will have the shipping cost multiplied by that amount, so you're charging an
02:56appropriate amount to be shipped to that destination.
03:00This takes a little dialing in over a period of your time, but once it's done,
03:04the self-contained system becomes very powerful and you can build out a
03:08shipping grid that basically will cover your shipping costs to various
03:12different states and regions.
03:15Here, we have Shipping Methods.
03:17You can create different shipping methods and associate them with different
03:20countries that you have in the system.
03:22For example, right now we have UPS for the United States.
03:27Base Rate, again, that's a flat rate that's charged no matter what.
03:31That's basically any other shipping costs will be added on top of that, and a Sort field.
03:37So if you have multiple shipping types, you can force the Sort order in which
03:40they appear and here's Calculation Type.
03:44Local is what we were talking about earlier, the shipping matrix that you built
03:47into this system, it's self contained within the database.
03:51If you want to create a Shipping Method that interacts with a third-party
03:54shipper, you would do this at this select box.
03:58Here, it allows you to select third-party integrations that are available in the system.
04:03As other third-party integrations are available in the system, they'll
04:06automatically appear in this dropdown.
04:09Selecting one of these would mean the shipping is not calculated locally.
04:13It will go out to the third-party shipper's system, and pull back their
04:17shipping charges and add that to the total, although, the base rate will still be added to that.
04:22Now, if you don't want to charge a base rate just set that to 0.
04:27And again, you can Delete it or Archive it.
04:29Again, we see here this must be used in an order because you can't delete it.
04:33So, if you want to hide this particular Shipping Method, you'd just archive it.
04:37Next, Shipping Ranges.
04:39Shipping Ranges again are a part of the local shipping matrix and it's
04:43basically what the shipping type is, which we've entered in the other page, and a From and To.
04:50This for example, would be weight.
04:52We just have one 0 to 999999.
04:53What that means is, basically everything we ship is that one rate.
04:58But you can create multiple shipping ranges.
05:00In fact, let's show you how to do that right now.
05:02So, we want to add a new Shipping Range to US USPS.
05:08You'll notice that it automatically populates with the highest number of the
05:13previous one plus 01.
05:16The 01 is important, because you don't want to have a small amount of gap
05:22between this amount and the next higher amount.
05:26If that's the case, if the calculated weight should fall between that figure, it
05:30would drop through and there would be no shipping charged.
05:33So, the system tries to help you remember that by always adding the 01 to
05:37your first weight range.
05:39So, we would just add another weight range.
05:43That would be a ridiculous amount but just for examples, and we save the range.
05:49We scroll down here and we see that we've been added.
05:52So, it's 0 to this number will cost this, and then this number to this
05:59number will cost this.
06:00For the local shipping matrix, you can also set your shipping to be charged
06:05either on the dollar amount of the order, or the total weight.
06:08Most common is using a weight.
06:10Finally, we go to Ship/Order Status.
06:12There are various order statuses that are available.
06:15These are pretty much locked into the system but you can change the order in
06:19which they're sorted.
06:21Finally, when you click on the Shippings tab, what this will do is simply take
06:25you back to Store Settings.
06:27So, it makes it easily available from this area but we've already set that, so
06:30we don't have to worry about that. So, that's it.
06:33We've gone through our shipping system.
06:35Shipping is a vital part of any online store.
06:37So, taking time and effort to get it right is important.
06:40Whether you use a third-party application such as UPS to calculate your shipping
06:44cost or carefully set up your local shipping matrix, you'll need to keep in mind
06:49that none of these systems are perfect.
06:52Despite your best efforts, there's always going to be odd sizes and shapes
06:56and weights and destinations and the like that will fall outside of the normal calculations.
07:02So, it's important, especially in the first few months, to keep a very close eye
07:06on your shipping charges and costs to be sure that they're in line and make
07:11adjustments when needed.
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Configuring a tax system
00:00Now we come to the part where we configure taxes.
00:03Charging taxes is a crucial part of setting up your store.
00:06The government has no sense of humor about being underpaid or overcharging your customer.
00:11So it's important to take time to find out what's required in your country or
00:16state or a region and make sure your store is set up correctly.
00:20It used to be a lot more simple.
00:22If a purchase was made from a state in which your company had a physical
00:26presence, you would charge sales tax.
00:29If your company had no physical presence in the state that the customer was in,
00:34then you didn't have to charge sales tax.
00:36It was pretty easy, and in most cases in the US, it's still that way, but it is
00:41getting more complicated.
00:43In some states and regions, such as Europe, it's not simple anymore.
00:47This situation is only likely to become more complicated as time goes on.
00:52The card system we are using provides both a very robust local tax system that
00:57will cover most bases, but even the most sophisticated built-in tax system
01:02will have a hard time keeping up with all the changes we're likely to see in the coming years.
01:07So the answer to this problem is third-party tax providers.
01:12To deal with the changing landscape, there are a number of third-party providers
01:16that can offload the task to handle calculating your tax, much in the same way
01:21that payment gateways and shippers are handled.
01:24Fortunately Cartweaver supports this system.
01:27Depending on the tax requirements of your location, you should be sure to check
01:31for this support no matter what cart solution you choose to use.
01:35Okay, so let's take a look at configuring our taxes.
01:38Go ahead and click on Shipping/Tax tab again.
01:41First of all, let's go down to Tax Settings.
01:43Now we've been to this page before but there are a couple of things we need to look at.
01:48First of all, we'll look at the Tax Label.
01:51This is simply the label that's displayed on the front end;
01:53in this case, it says Tax.
01:56But if we're in Europe, we'd want to change this to VAT.
01:58So you'd want to change this to what's good for your region.
02:02Right now we'll just leave that at Tax.
02:04Another thing to look at is the Tax System.
02:07There is Groups and General.
02:10General is the simplest tax system.
02:12It simply charges tax based on state.
02:16So if you're in, for example, California and you want to charge a state tax for
02:22California, you just enter that information and that's all there is to it.
02:26Groups is more complex and we'll get into that in a minute.
02:29The next field is Local Database which is the local self-contained tax system
02:35that we'll be looking at here in a minute.
02:37But the dropdown available here is also TaxCloud.
02:41Now what TaxCloud is, it's a third- party vendor that works much the same way as
02:46a payment gateway or a shipper does.
02:48In this case, it passes the information out to this third-party;
02:52they calculate your tax based on a much more complex tax matrix that's
02:57constantly updated based on what the states are doing.
03:00As things get more complicated, this type of system is going to be more and more
03:04important, so it's a good thing that it's supported.
03:06If you do select that, make sure these bottom fields where it says TaxCloud APIs
03:12that you enter the information that TaxCloud provides to you here, that's your
03:16authorization for the transactions to go through their system.
03:20So, if you're going to integrate with TaxCloud that's how you would do it.
03:22But right now we'll leave it to Local Database and we'll also leave it to Groups
03:28and let's go back to Shipping/Tax again.
03:30One thing I'd like to show you, here are several menu items or taxes.
03:37Now we go back to Store Settings and Tax Settings, let's go ahead and change
03:42this to General and you'll see what happens.
03:45Scroll down and update that.
03:48Now, let's go to Shipping/Tax, and you'll notice there is some Tax Settings missing.
03:54That's because those settings have nothing to do with a general tax system.
03:59Basically what you do for the general tax system is you go to Shipping and Tax
04:03(Ship/Tax) Extensions, click on that and you'll see the various states listed
04:08here and for other countries it would be regions.
04:12And let's say you are in Georgia.
04:14You would enter what your sales tax is for that state.
04:17So any state that you have a physical presence in, you can go through this
04:21system and add your state sales tax and then the system will automatically
04:26calculate and add that tax under orders shipped into those states.
04:30And that's how the general tax system works;
04:32it's very straightforward and simple.
04:34And fortunately, this system still works fine in most of the states in the
04:38United States and in some other regions.
04:41Now let's go back to Store Settings and to Tax Settings and change this to Tax Groups.
04:51Go ahead and update that. Now let's go to Shipping/Tax again and you'll see that
04:57we have a couple of more options here again.
04:59First of all, let's look at Tax Groups.
05:03Tax Groups allows you to create groups that are taxed at different levels.
05:07For example, in some states food is nontaxable.
05:11So if you're selling food in a state that is nontaxable, but other items are,
05:16you can create two different groups for that state that will charge tax on some
05:19items and not on others.
05:22And then you can associate your products with those tax groups to charge tax accordingly.
05:27It's a very robust and flexible system.
05:30Another thing that you might consider is sometimes in some areas, different
05:34products are taxed at a different level.
05:36For example let's say electronics or computers have a higher tax rate
05:40than everything else.
05:41You can create a specific tax group and associate products with that tax group
05:46and then the appropriate tax will be charged.
05:50So let's go ahead and create a new Tax Group just to see how it works.
05:53So let's just go ahead and enter name test group and let's just call it tg1 one
06:01for your Tax Group Code, although it's optional, but sometimes certain types
06:06of tax have a particular code, so it's good to enter that into the system if it exists.
06:11And then you save the Tax Group and there it is.
06:16Now let's go ahead and click on that tax group and now we can configure that tax group.
06:21First of all, the Region that it's available in, let's say this is United States
06:25and one of the regions in United States is Alabama, because perhaps let's say
06:28that's the State we are in.
06:29We can configure that and add the amount that is charged and go ahead and save that.
06:37There, we have a region associated with it.
06:39Now we can go through and create multiple regions for that tax group and this
06:45would be as the same way as building out the states, so it'd be similar to the
06:49general tax system that we use in the United States.
06:51You'd simply add a tax region for each one of the states that you would have to
06:55charge taxes in and then associate your products with that.
06:58Again, setting this up takes more work, but in areas like the United Kingdom
07:03or Europe where they have taxes in various tax levels, this type of system is necessary.
07:09Because you need to be able to associate different types of taxes with different
07:13types of products and regions and this system allows you to do that.
07:17Next, we'll look at Tax Regions since we've just mentioned that.
07:21Right now we've just created three Tax Regions, one United Kingdom.
07:25Let's say, we shipped to the United Kingdom and we just have a tax rate that we
07:29want to charge for that.
07:31And again we have tax regions for the United States and we would create a
07:35different one for each state that we have to charge tax for.
07:38Again, very robust system, you have to think about what you're doing and then
07:42build it out, but it's good to know that that's available.
07:46All that being said, one of the things you want to keep your eye on is if it
07:49gets too complex in your area and you're area supports a third-party vendor such
07:55as TaxCloud and some of the other ones coming online.
07:58You might want to look at integrating or make sure the shopping cart application
08:01you choose supports those, because eventually, things are going to get just too
08:05complex to handle it in a closed system and it will be of major advantage to be
08:10able to reach out and have that system offloaded and be handled by someone who
08:14is going to keep up with all the changes.
08:16Tax calculation and charges like shipping is a vital part of any online store.
08:21So taking the time and effort to get it right is important.
08:24Whether you use a third-party application such as TaxCloud or carefully set up
08:29your local tax system, you need to keep an eye on your charges.
08:32It's a good idea to audit yourself from time to time just to be sure that what
08:37you're charging for taxes is what you expect and most importantly what the
08:41government expects it to be.
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9. Setting Up Products
Product administration walkthrough
00:00Product Organization is extremely important and requires a lot of
00:04serious forethought.
00:05If you only have ten products, well they're not so much, but if you have
00:09hundreds or more, the proper organization is vital.
00:13So to get familiar with the Products section, let's just go to the Admin and take a look at it.
00:18Okay.
00:19Here we are back in the Admin.
00:21So let's click on Products, and the first thing that's displayed is the
00:25active products list.
00:27This is a listing of all the products that are for sale on our site.
00:31You can see it gives you enough information to know what products you are
00:34looking at and some basic settings. And also up above, there is a search, so you
00:41can enter keywords or fields and try to search for products.
00:44There is also an Advanced Search.
00:47So if you know what you are looking for, you can enter more information and
00:50narrow it down quicker.
00:51If you have a lot of products in your database, this is a good tool to try to
00:55find what you're looking for if you're trying to change or update a
00:58particular product.
00:59Now, down here in the Product Lists, we'll look at each product and there's a
01:04little pencil by it.
01:05Let's go ahead and click on the pencil.
01:07What that does is take us to the actual product management page.
01:11We will go through the features in this page a little later when we actually
01:15add a product, but let's step through it quickly just to familiarize yourself with it.
01:19First of all, we can see that we have ID number, whether to show it in the store or not.
01:24That's a good feature because if we're editing this product and we want to hide
01:27it from the store for a while, you can set this to no, and then it will no
01:31longer appear on the store until you reset it.
01:34And we will go through the other settings a little later. One thing I'd like to
01:37point out though, as we've mentioned before, notice in this Product Options here
01:43that the check boxes are grayed out.
01:45Again, the reason for that is because there is orders placed against this product.
01:50So changing these would cause problems in your database.
01:54Since this product is already associated with these options, changing the
01:58options would break the relationship with the products and leave orphaned or
02:02junk data in your database.
02:04So, once an order is placed against a product, those are grayed out and they
02:09can't be updated or changed from that point forward.
02:12Down here, we see the Archive Product button.
02:14If you can't delete a product because the fact that it has orders against it,
02:19but you don't want to offer it anymore, you can go ahead and archive it and it
02:22will store it kind of off and out of sight, so it's no longer on the website and
02:26no longer in your way when you're working through your database.
02:29Next, we look at descriptions.
02:31We can see fields for descriptions that are shown on the website with handy text
02:37editors to be able to update those.
02:40Next, are photos, these are the different photos that are associated with the
02:44product, you can see various sizes are available.
02:49The good thing about this system is you only have to upload the product photo once.
02:53Once it's uploaded, the system will resize the photos to the sizes you need.
02:58Next, there are SKUs.
03:00It's important that we take a moment to talk about SKUs. What are SKUs?
03:04Well, what it actually means like it mentions here is Stock Keeping Units.
03:10To explain what this means first of all let's go back to Product.
03:13A product is the actual product itself.
03:16Let's say you're a clothing store and you're selling Levi's 501 blues.
03:21That's the product, but the SKUs are each individual iteration or type or
03:27size of that product.
03:29So if there is a particular size and color combination, those combinations, what
03:33would actually be counted in inventory, are your SKUs.
03:37So it's important to realize that.
03:39When you're entering products, the product is the overview of the product, the
03:44SKUs are the individual items under that product that you'll actually keep stock count of.
03:50Every product has to have at least one SKU. Even if you have a product that, it's
03:56one only product, and that's your choice, like you just have a handmade pot or
04:00something like that. You'd have to add one SKU because that's where your price
04:05and your weight and that sort of thing is stored.
04:08You could just enter an inventory count of 1 and when it's sold, it goes off the web,
04:14it's done. But every product has to have at least one SKU.
04:18Next, we have Related Products.
04:20Related Products are what we call upsell items.
04:24When a user on the front-end is looking at a product, if you've selected this
04:29and added upsell products or related products to this particular product,
04:33these will also be shown as a recommended items. Otherwise, if you like this, you may like that.
04:40This is a great way to increase sales on your website.
04:43Now, back over to the menu.
04:45Let's click on Archive Products.
04:48Like we mentioned, once a product has orders against it, you can't delete it,
04:53but you can archive it and hide it from the front-end and also just kind of
04:56shuffle it off to this page out of your way.
04:59It's a good way to store discontinued items that aren't being offered anymore.
05:04Next, there is the add product, and we will spend some time here later when we
05:09actually go in and add a product.
05:12Now, we have Product Images.
05:14Here is a listing of all the product images that are used by all the products in our system.
05:19Now, there are some buttons here to look at.
05:22It's called Delete Originals. What's that mean?
05:25Well, when you upload a product image, the system takes that image and resizes
05:31it to various different sizes it needs, but it also retains the original.
05:35But let's say, the original is a pretty big image and you're trying to save
05:39space on the server.
05:41Well, you can delete these originals and clear up that space, but it won't
05:46affect the ones that have been resized and that are being used by the products.
05:50You can also delete unused.
05:52So if you have some that you've uploaded but you no longer use anymore or you've
05:57updated an image for a product and the old image needs to go, then you can
06:01delete your unused images, or delete all.
06:05Naturally, you would want to be careful with this one, because it deletes all your images.
06:11So be careful with that, but it also has a warning dialog box if you try
06:15to delete something.
06:17So that's our overview.
06:18Now that you have a good understanding of the logic behind how products are
06:22entered, organized, and managed, we can now go ahead with adding and
06:26organizing your products.
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Organizing the store
00:00Now let's talk about organizing your store.
00:03When you walk into a department store, you'll notice the great deal of
00:06effort has been spent on organizing the store into an easy-to-understand
00:10system of departments.
00:12The store is been designed to help guide customers through the store, and make
00:16finding what they're looking for easy and quick.
00:19Your online store should be no different.
00:22How successful would a retailer be if they simply piled all their wares on one
00:26big long table and to find what you need you would have to start from one end and
00:30just rummage your way through?
00:32True, some customers would persist and do this anyway but most would leave for a
00:37more comfortable setting.
00:39Sad to say, a lot of online stores are pretty much like this.
00:43So it's important to think about information architecture and what are your
00:47departments and aisles in your store.
00:50How you categorize your online store is the virtual equivalent to bricks and
00:55mortar store separating its products into departments and aisles.
00:59It's essential to take some time to think this through.
01:02First we will address your departments, that is, what your categories are.
01:07Then we'll look at the aisles, which would be your secondary or subcategories.
01:12To get an idea what we are talking about, let's look at a rough floor plan.
01:16So here we have a floor plan of let's say a department store, and a physical
01:20store the product is organized into departments and aisles or sections.
01:25Online this would be your categories or secondary categories.
01:28Notice that the categories are unique but secondary categories can be used in
01:32more than one department.
01:34Arranging your products this way will give you the greatest amount of
01:37flexibility and freedom.
01:39But take a minute to think about your products in your store and organize
01:43them mentally like this.
01:45That will translate very well when we begin creating categories and
01:49subcategories for our store.
01:51Now let's take what we've learned to the Admin.
01:54So here we are back in the Admin and let's go down to the Categories tab, and
01:59first of all, let's go ahead and click Main Categories.
02:03These are the categories that we've already entered into the store.
02:05Again, these would be considered our departments.
02:09Right now we have Collectibles, Electronics, Housewares, Lawn & Garden.
02:15So think of it that way.
02:17If you were to walk into a department store and walk around what the various
02:19departments are, divide your store online up into the same departments.
02:24Again, we have the pencil, so we can click and you see instead of being taken
02:30to the other page, it just pops up and can change the description, the order in
02:34which it appears, and again, like everywhere else in the database, there is
02:39Archive and Delete.
02:40Notice that the Delete field here is available.
02:43That means that there's no products associated with this particular category so
02:48it can be deleted if we want to.
02:50Next, we go add New Main.
02:53Again, we can add a new Main Category by entering the name in the description here.
02:58So let's go ahead and do that.
02:59I am going to just type in gibberish, okay, and then we just save this new Main
03:08Category and there we go.
03:11It saves it and then allows you to do another one if you want.
03:14Let's go ahead and go back and look at the Main Categories and there it is.
03:21Since there is nothing against this and we want to keep our database clean,
03:24let's go ahead and delete that, and it's gone.
03:29Another thing when we look at the categories, you can see View Archived.
03:36Again, it's the same thing.
03:37We can archive a category that we don't use anymore but it has products and
03:41other things associated with it.
03:45Let's look at Secondary Categories.
03:47These basically again would be the sub departments or the aisles in your
03:50departments and here we have Cameras and Photography, Desktop Computers, we can
03:56see those obviously would be associated with the Electronics that we had in
04:00categories and we can see all those various selections we have here.
04:04Again, we can edit the description just by clicking on the pencil and we can
04:08change the sort order that they will appear in our front end and we can Archive
04:14it or Delete it if there is nothing associated with it, and then we can add new
04:20Secondary Categories.
04:22The procedure here is the same as adding categories.
04:25Once these are all added, when we begin to products, these categories and
04:30secondary categories will be available.
04:32In fact, let's show you that.
04:33When we look at the products, here they are right here, Main Categories and
04:41Secondary Categories and you will be able to check and associate that product
04:45with the various different categories and that's an overview of how the
04:50Categories and Secondary Categories works in our store and how to add,
04:53update, and manage them.
04:56Now that we've build the framework of our store by creating the departments and
05:00aisles, so to speak, that is, the Categories and Secondary Categories, we're
05:05ready to start stocking the shelves by adding our products to the database.
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Adding product options
00:00In a physical bricks or mortar store, all products are broken down into products
00:04and SKUs and that is Stock Keeping Units.
00:08Your store online should be no different.
00:10To illustrate, a product could be like Levi's 501 blues if you're selling blue
00:15jeans and this may be the particular product that the store will sell, but
00:19this isn't how the storer keeps track of price or reordering products or your
00:23stock count and so forth.
00:24This is all handled by SKUs.
00:27A SKU is the actual product item that a customer buys.
00:31A SKU in this case is size, length, color variation such as Stonewashed or
00:36Indigo and so forth.
00:38This is where product options come in.
00:41A SKU is a combination of product options that are associated with it.
00:46You'll need these product options to allow your customer to select the size and
00:49color or any other defining factors of a particular item that they choose.
00:54To make this possible in our online store, we need to add product option
00:57groups such as color and then the options themselves such as green, blue,
01:02black and so forth.
01:04So, let's go the Admin and see how that's done.
01:07So, here we are in the Admin.
01:09First of all, let's go to Products for a moment and click on a product, so we
01:15can see how the product options relate to the product.
01:17So, in the details of the product if we scroll down, you'll see Product Options.
01:22When we created this product we related those Product Options, and these option
01:28groups, to the product and then when we create the products, we choose the
01:33various different options like blue, green or whatever that are associated with
01:37those Option Groups.
01:38You can have as many Product Options as you wish associated with any product.
01:44Some products may only have a combination of one such as color;
01:47other ones may have dimensions and color like in the illustration of clothing.
01:52So, it's good to add these ahead of time, so they're available when you add the products.
01:57So, let's go ahead and look at the Options.
02:01First of all, we see a list of all the option groups that are available that we've added.
02:06Again, let's go ahead and go to Color.
02:08You'll see that line item here and if we want to edit it just click on the pencil.
02:13Now, we can edit the Description and we also can see the actual option items
02:20associated with this option group and these, in this case, are the colors.
02:24If we look over here like everywhere else in the database, if this option is
02:30already associated with the product, the Delete field is grayed out, meaning
02:34it can't be deleted.
02:36In our case here, Green is still available.
02:39So, let's go ahead and Delete that and see what happens. There we go.
02:45It's gone.
02:45We can also add a new option.
02:47Just click Add New Option and let's say we wanted to use green, so let's add it back.
02:55This Description is more for your benefit.
02:57It's not shown on the front end of the customer but sometimes options can be a
03:01little obscure, so you can kind if explain it to yourself so you remember, and
03:05then the Sort order.
03:06Notice that all these here are just 1.
03:10If you leave them all at 1, they'll just be sorted in the order that they
03:13were added to the database, or you can force the order they appear by
03:18changing this number.
03:20So go ahead and add the option and there we have green again.
03:26So that's how we add and control the options.
03:28Now, let's go ahead and add a new option group.
03:32So, let's add an option group called Flavor and save it.
03:40Once it's saved, as you can see, we need to create items for that option and we
03:44have to create at least one, add that. There we go.
03:56So, we've got a couple of those added.
03:58Now, if we go back to the product, let me scroll down, we'll see that Flavor is
04:06now available in our option list and if we're creating a new product, which
04:09we'll show that later, you'd be able to select which of those options from that
04:13option group that you want to use.
04:17Finally, as elsewhere in our Admin, if we have an option we don't want to use
04:21anymore and is not associated with products, we can go ahead and set that to
04:25Archived and Save Changes and you see it's gone from the list but if we want
04:31to bring it back later, we can go to the View Archived list and we can reactivate it.
04:38There we go.
04:39Oh, and, by the way, see this message up here.
04:41That will continue to appear until we change our Admin password from the default
04:47which is just admin to something that we would want to have on our live site.
04:52So, when you see this during testing, if you want to get rid of it, just click
04:55on the red x and it goes away.
04:58But don't forget to change your password when you take the site live.
05:02You can add options at any time but it's best to create as many as you can prior
05:07to adding your products.
05:09Doing so will greatly streamline the product adding process because you won't
05:13have to keep going back and adding options you need in the middle of the process
05:17of adding a new product.
05:19Carefully planning this step and adding the majority of option groups and options
05:24that you're likely to need ahead of time, will really speed things along and
05:27save you a lot of frustration.
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Adding products
00:00Now our store is laid out, everything is set up, categorized, and organized.
00:04So it's time to stock the shelves.
00:07Whether you are selling ten products or hundreds, the process of adding
00:10products is the same.
00:12Like stocking shelves in a physical store, there are no shortcuts.
00:15It needs to be done methodically and well but the payoff is huge.
00:19A well organized store with proper merchandising, in this case, would be
00:24good for photography and good descriptions, translates into more sales and a successful store.
00:30So let's go ahead and add a new product.
00:34So here in the Admin, let's go ahead and click on Products and now click Add New.
00:41And here we go.
00:41We'll just go through the fields now and describe what each one does.
00:47The part ID, you can use what the manufacture supplies or something you use
00:51in-house, but this isn't shown to the customers.
00:53It's just how you ID the product.
00:55So let's go ahead and add that, then add the name.
01:01Now this is what the customer will see on the front end.
01:04So I will make sure it's descriptive or brand name of the particular item.
01:09Right now, we will set this to No, we don't want to show up in store until we
01:13are done editing it.
01:15Charge Shipping, Yes.
01:17Which Tax Group we want to associate with, let's just go ahead and click it to Standard.
01:20We'll leave this to 0 right now, but again, you can force the Sort order
01:25of this product as well.
01:26If you have hundreds of products, that becomes kind of time consuming.
01:30But if you only have 10 or 15 products, you may want them to appear in a
01:33specific order, so you can use this box to number them so they will sort by that number.
01:40Now we go to Main Categories.
01:41What we are adding is yo-yo, so what we want to associate with is Toys, and then
01:46a secondary category.
01:48The one we are using is made of wood, so we will click Wood.
01:51That way someone searches on Toys and Wood, they will find it.
01:55Again, Product Options, we want to go ahead and click Color, because it's
02:00available on different colors.
02:01We will leave the Out of Stock Message the same, and a custom label.
02:07If we leave this in it's default, then it won't show, and we are going to do that.
02:12And click Next, takes us to the descriptions.
02:14We have the short description or Preview Description and the Full Description.
02:21Let's go ahead and put a full description in.
02:22Now right now, I am just using Greek Text, but this is a crucial part about
02:29adding a new product to your store.
02:32You should make sure that the Preview Description and the Full Description are
02:36not only very descriptive to describe what the product is to your customer, but
02:40you should also use keywords in the description that will help search engines
02:45categorize the product as well.
02:47So well written descriptions are really important and you should spend some time
02:52to make sure you do it right when you add it to the store.
02:56Additional Information, if we don't post anything in this, it won't show, if so
03:00it will be available.
03:01We are just going to leave that blank.
03:03Now we can do Additional Search Terms.
03:05This will help the search on the site find it.
03:08If we have a lot of products, this is helpful.
03:10In this case, we don't, so I am not going to add anything, but if you have a lot
03:14of products and you want specific words to be given preference, you could enter
03:18a comma-delimited list in this field.
03:21And finally, the Photos, we want to upload a photo, so go ahead and we'll click this.
03:27These are photos that are already available on the system, so if you already had
03:31a photo of this uploaded, you could just associate it here, but we don't have a
03:35photo of this yet, so let's go ahead and click Upload and it allows us then to
03:39choose a file and I will go ahead and browse to the photo that I have of that.
03:45Okay, Start Upload, and there it is.
03:51Doing this not only uploads the photo but it resizes it to the various different
03:55sizes that we are going to use in a store and this is all done automatically.
04:00So we are ready for this, so we save the product.
04:03Now once you save the product, then you are given the option to create SKUs.
04:08Every product has to have at least one SKU.
04:12The reason for this is this is where we state the price, the weight, extra
04:18shipping cost if any, and keep track of the stock.
04:21So it's important that we have SKU.
04:22Now the stock keeping unit name or the SKU name, this doesn't show to the customer.
04:28This is how you just keep track of it in-house.
04:31So you may want to use this SKU ID that manufacturer gives you for this product.
04:35That way it's easy to keep track.
04:36Here we go. Price, let's say if we are selling this for $5, let's say it's a $6
04:47manufacturer recommended price.
04:51Weight, it would be quarter of a pound.
04:56Shipping Cost, we will leave that to 0, because there is no extra shipping for it.
04:59You would want to use this if, for example, let's say, an item has a odd shape
05:03like really long, but doesn't weigh very much.
05:07This will usually end up costing more to ship than just by weight.
05:11You can add in an extra amount there to compensate for that, and let's say, we
05:16have 100 of them in stock.
05:19And we choose what colors are available, and let's say, this is a blue one and there we go.
05:28So let's go ahead and add one more and this one, let's say, is green, okay and
05:35there we go, we have added products.
05:37So if we go out now to our Active Products list, you will see that we have added the Big Yo!
05:43And there it is and we can also see the various sizes of the images.
05:52Now there is one more thing to do when we are looking at this.
05:55If we want to, we can add related products.
05:58What this does is when a customer looks at a product, they will be showing
06:01them not only the product they are looking at but ones they may also be interested in.
06:05Let's take a look at that.
06:07Okay so here in our main store, we look in the items and let's go ahead and look
06:10at this camera and we see the description and everything in the camera.
06:14We scroll down, these are related items.
06:17Of course, this is a demo store because shirts and brooms doesn't have much
06:21to do with the camera.
06:23But you get the idea.
06:24Anything that you add in the Related Product field will be shown here when they
06:30look at the products in the main store.
06:32Okay, so that's it.
06:33We have added our product.
06:35It's just that simple of a process.
06:37Again, you don't want to take shortcuts.
06:39You want to go through and add your products carefully with some forethought
06:43and add good photos and good descriptions, because again, this is merchandising your store.
06:49That's what the customer is going to see when they come to your store and that's
06:53going to have a heavy influence on their buying decisions so you want to take
06:56time during this part.
06:57But it's also the fun part, because now that we've stocked the shelves, we are
07:02actually getting very close to doing what we want to do all along and that is
07:06open the store for business.
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Selling tickets, memberships, services, and other intangible goods
00:00What if you sell what may be referred to as intangible products, such as
00:04Memberships or Tickets to an event or concert.
00:07Can you sell these from your store? Sure!
00:10You just need to take a moment to think about how you're going to add this item as a product.
00:15The first thing you need to do is decide what the product is.
00:19We'll use an example of selling tickets to a concert.
00:22The process we go through will apply to most any intangible that you may
00:26sell from your site.
00:27In this example, say we're selling tickets to a lynda.com blues festival.
00:32Now since this event is a single item with its unique date, time and
00:37description, it's easy to see that this single event is the product.
00:43So we'll enter it that way.
00:44But first, what options are we're going to need.
00:48For this event we'll be selling seats in various sections and we'll also be
00:52selling standard and VIP tickets, where the VIPs can get in earlier get to meet the band.
00:58So those are options, the seating section and the ticket type.
01:03So let's go ahead and add this to the database and see how this works.
01:06So we'll go through the entire process.
01:09First of all, we're going to need to add a new category and subcategory, so I'll
01:14go ahead and Add a New Main.
01:16I am going to say Concerts and I'm not going to do a Description right now.
01:22Then we need to add a Secondary Category.
01:24I'm going to say Blues and we could add another one if we want, say Rock, okay.
01:36Now, let's go ahead and add the Options.
01:39The options we talked about, remember our Section.
01:45Then we need to add the actual Option items to the group, and then we needed to
02:00add one more Option Group and let's add the item to that, there we go.
02:16Now when we add a Product, and we'll leave that set Yes.
02:32We won't charge Shipping because these are going to be just will call tickets,
02:35we are Standard Tax and here we go.
02:42Main Category is Concert and it's a Blues concerts, so it's your Secondary
02:46Category and Product Options we want Section and ticket type and then click
02:53Next. We will add our description again, here we go.
03:04And we can add a Search Term if we want, and finally a photo.
03:12Now we don't have a photo for this yet we're waiting for it and the photographer
03:16hasn't sent it yet, so we can leave this blank and add it in later.
03:19If we show it on the front end of the website before we add the photo then
03:24that default photo will show, so we'll definitely want to add this before we
03:27go live with this product.
03:29So we'll save that.
03:31Then the SKUs for this particular product would be, for example we could go,
03:36front, VIP and we see here that this SKU option show up and so the section we
03:44would want front and VIP.
03:48Then we add the SKU, there is no way.
03:52We can have a Stock, so if that particular section of the concert sells out then
03:56that will drop-off, okay and we add the SKU.
04:03Then we would go ahead and continue to add the other SKUs.
04:06As you can see by taking some time to analyze what your needs are you can sell
04:10almost anything from your online store.
04:12You just need to decide what is the product and what the options are.
04:16And with a little creative thinking, you can sell almost anything from
04:19your online store.
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Creating product discounts
00:00Offering discounts or putting products on sale is an everyday part of most any store.
00:05So let's go through the process of creating discounts, associating that discount
00:09with product or products, and we'll also take a look at how to create a global
00:14discount, such as 10% off everything for say this week.
00:18So let's go ahead and go to the Admin and see how this is done.
00:22Once in the Admin go ahead and click on Discounts, here is our existing
00:27discounts, but let's go ahead and just add one, so we'll add a new one.
00:33Reference ID, again you want to make sure this is unique and it's something for
00:37internal use, so if you have a particular ID that you want to look it up later
00:42or whatever refer to this discount.
00:46This discount, let say we're going to discount everything in the store for 15%.
00:51So we'll just name it and that's what the description is as well.
00:54Do we want to show the description when the discount is activated? Say yes.
01:01Promotional Code, what the Promotional Code is, is you can actually create a
01:05promotional code and, for example, give it to a customers a reward or email it
01:11your customers and then when they're shopping on your site they'll enter this
01:14promotional code and receive the discount. But this isn't that kind of discount,
01:18so let's go ahead and leave that. And the start date, let say we're going to
01:22start this next Monday and it's going to go through Friday, here we go.
01:30We can limit the uses otherwise if we only want to sell a certain amount of
01:33items on that price, if it's zero that means there is no limit applied.
01:39The limited number of customers that can buy this discount, same thing, if we
01:42leave it zero that means no limit is applied.
01:45How is the discount is going to be calculated by Product or SKU? Let's go ahead
01:52and leave it Product/SKU Price.
01:56The Amount or the Rate? Let's go ahead and put 15% and here is the check
02:03box Global Discount.
02:05If we check that then this discount will apply to everything in the store, so
02:09for this particular discount right now, let's go ahead and apply that.
02:13Also we have a setting called Exclusive.
02:15What the Exclusive does is, if it's an exclusive discount, if that's applied to
02:20a product, even if there is other discounts that may apply to that product, they won't be applied.
02:26Discount Priority, what this does, is if your discount is not exclusive, you
02:32can have a setting in your store to apply multiple discounts or not to allow
02:35multiple discounts, so you can set a priority, so that this will always take
02:40precedence over any other discounts, then click Next.
02:47So we want to choose a Customer Type.
02:49Right now in the database we only have two customer types, retail and wholesale,
02:52so we'll go ahead and click Retail.
02:56If we click Activate then this discount will only apply to retail customers, not the wholesale.
03:02If we don't activate it we can just leave this blank and everybody gets this
03:06discount or we can add discounts that apply to specific customers and we can
03:11paste their customer ID in here.
03:14We can have a minimum or maximum cart total that will be applied, we'll leave
03:18these in default settings. Or we can have an Item Quantity.
03:22What the Item Quantity is?
03:24Is if you buy so many of this particular item, you'll get a discount, okay. Then
03:29we Save Discounts and there we go, we've our discount ordered we have, we have
03:35the conditions to the discount, and then we go to Active Discounts and there we
03:40see the discount added to our list, so it's ready to be applied to any products
03:43that the customers buy.
03:46Discounts are a powerful selling tool.
03:48A powerful discount functionality is an essential part of any online store.
03:52Now that we have our products added and discount set, we're ready to start selling.
03:57Next we'll look around at what we've created and then look at what's involved in
04:01handling orders and managing customers.
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10. Managing Workflow
Testing locally
00:00We now have everything setup and we're just about ready to start selling, but
00:04before we move everything to the server and actually open the store for
00:07business, it's a good idea to take some time to look through and test everything
00:11locally to see if things are what we expect them to be.
00:14Now before we start testing, let's go first to the admin and Log In.
00:18Now let's go back to the Store.
00:21The reason we did that is, if you're logged into the admin while you're testing
00:25the store in this way, scroll down and then hit F5 to Refresh, you'll see that a pencil appears.
00:32What this pencil does is it allows you to go directly to the admin and edit
00:36that particular product, like this. So it takes you directly to that product page in the Admin.
00:42When you're done with that, you can simply go back to the front end and continue testing.
00:47This speeds the process quite a bit and it's a nice feature to have.
00:50Okay, so let's go ahead and click on this product, click to enlarge the image
00:55make sure that's working and also read over the text, make show there is no
01:00typos everything appears as it should be.
01:03And we notice one problem here, in the Related Items we have a Lawn Mower
01:07related to this product.
01:09That's probably not a good idea.
01:11So let's go ahead and edit that.
01:12We can click on this and it would be take into in the back end go to Related
01:16Products and there's that Lawn Mower, so let's go ahead and delete that.
01:21So now we can go back to the Store.
01:25So, continue doing this as much as you're comfortable doing it. Just click around
01:29and really test the interface, test your store and your products, look at the
01:33photos. Make sure everything is as you expected to be.
01:36Next, let's go ahead and place an order.
01:38So, we have items here in the cart and say, oh we changed our mind we don't want
01:45that, so let's update that. Okay that all works.
01:49So let's go ahead and Check Out.
01:52We'll create a new account, alright. Click on Same as Billing, click to Confirm.
02:03Alright and recheck the shipping, USPS. And we look through the order, everything
02:09looks good, let's go ahead and click Continue.
02:11Now you notice that we have the information already entered in here.
02:15Since in the Admin the store is still in test mode, it'll have this information
02:19in here for us, so that we can easily test. So let's go ahead and place this
02:23order and there you go.
02:26Now that everything looks great and it's working as expected, and we have
02:29placed the test order.
02:30Next we'll see what needs to be done to track inventory and manage our new
02:34orders and customers.
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Managing inventory
00:00Managing store inventory for all but the largest or custom developed online
00:04stores is a pretty simple, but manual process.
00:08We can setup our store to just ignore inventory altogether and that allows
00:11orders regardless of inventory, which may be the case if you don't personally
00:15warehouse or fulfill orders.
00:17We can also set our store to track stock counts and do one of two things.
00:21Once a stock count of a particular item reaches zero, we can display an out of
00:25stock message or hide this SKU altogether until the inventory is refreshed. So
00:30let's go ahead and see how this is managed in the Admin.
00:33So, in the Admin, the first thing we want to do is click Site Setup, and go to
00:38Product Display at the bottom here.
00:40Now let's go ahead and scroll down and here's the check box that allows backorders.
00:45If this is checked, then we'll allow backorders, otherwise we'll allow customers
00:49to buy more than what we have in our inventory count and I'll show you where
00:53that goes in a moment.
00:54This may be the case if there really is no inventory. Let say its intangible
00:58product or something they can download, like a PDF or that sort of thing. Or if
01:02you don't personally stock or warehouse the products and you're having a drop
01:06ship from somewhere else where the manufacture always has it in stock, then you
01:10really wouldn't worry about inventory.
01:12If you have a specific amount of product, you may not want allow them to
01:15backorder it, because then customers get upset because they don't get
01:18there shipment very soon.
01:20So what we're going to do is we're going to uncheck that, so we don't want to
01:23allow backorders and we save that change.
01:26Now let's see where else we track inventory. Let's go up to Products, let's go
01:30ahead and click on Big Yo!
01:32We scroll down, first thing we will want to look at is the Out of Stock Message.
01:36What this will do is, if the item is out of stock, then this message will show
01:41instead of the buy button.
01:42Now if we leave this blank that disables this function and when the items out of
01:47stock it'll just disappear from the web altogether until we restock it. But
01:52let's go ahead and leave the Sorry, Out of Stock message that way your customers
01:55are going to know that you sell the product, it's just temporarily out of stock.
01:59Finally, we go over and look at SKUs and this is where we keep track of
02:04our stock right here.
02:05So we will want to keep an eye on that. If an item is out of stock then you can
02:08come and reenter the stock count once you have an inventory of that item again,
02:13you may ask, isn't there an automated way to do this?
02:16Well, the answer is yes.
02:17But the first thing you would need to do is be prepared to add a lot of money to the equation.
02:22Larger online retailers such as Amazon.com or large retailers that have both
02:26physical and online stores have fully integrated systems that track inventory
02:31and make adjustments to a central database.
02:34This sort of system is far beyond the scope and the budget of what we're
02:37talking about here.
02:38For our purposes the online inventory and physical inventories will pretty much
02:42have to be synced up manually, but with a little attention to detail and a
02:46regular workflow it's not difficult to do.
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Managing orders
00:00Now we get to the good part where your Store setup and able to accept orders.
00:04Once you do, you are going to want to check your orders and process them.
00:08So let's look at the Admin and see how this is done.
00:11So here in the Admin homepage, the first thing you want to look for is Recent Orders.
00:15This shows a list of the most recent orders and what you will be looking for is
00:18ones that are Paid in Full but not Shipped.
00:21So we have an order to process right here.
00:23If you want to ship over wide range of dates or for more than what's showing
00:26here on the homepage, then go ahead and click on Search Orders, and you can
00:31search by Dates or Order Type.
00:33But right now, since we just have the one order to process we'll just go ahead and
00:36click on that order and we're taken to the Order page and there's the
00:39information you need to ship out the product, this is Ship To the address.
00:43Here's your Order Details, whatever it is that they ordered, the Payment Information
00:48about what payment gateway used.
00:50So let's say we've gone ahead and shipped this order.
00:53So we'll change this from Paid in Full to Shipped and we'll go ahead and select the date.
00:58Now if the shipper gave us a Tracking ID, we can enter it right here and that way
01:02we have the information for our own records and also to share with the customer.
01:06Here we can enter the Actual Shipping Cost.
01:09If we're using the local shipping matrix this is a pretty good idea because then
01:13we can compare what we actually pay for shipping, to what they were charged for
01:16shipping and if there's a difference there on enough orders it shows that we
01:20definitely need to go in and tweak our shipping matrix to make sure that our
01:23shipping is more accurate.
01:25So that's a good thing to keep in mind.
01:26Okay, so we can enter any Notes that we might want to, and after that, we just
01:30save the order, and that's it, the order is processed.
01:33An important point to keep in mind about online sales is, while the current
01:39state of taking payments online is incredibly efficient and accurate, it's not infallible.
01:44Your order process is dependent on a number of web services such as, the
01:48reliability of your host system and network, as well as communications between
01:52your site and third-party vendors such as your payment gateway.
01:56The web isn't perfect and communication glitches do occur.
02:00There might be the odd time where an order isn't completed properly, or perhaps
02:04your bank shows a transaction but your store doesn't.
02:07These things very rarely happen but they can happen. How?
02:12Well let's take a quick look at a normal transaction.
02:15The order is placed, customer has written to the database, the transaction is
02:19then sent off to the payment gateway.
02:21The payment gateway processes the order and then sends back the confirmation to the website.
02:25The order's taken and written to the database and we're done, you have an order.
02:30But what might happen is this.
02:32On the very, very rare occasion, there might be a network glitch just as the
02:37payment gateway is trying to write the information back to your website.
02:39So as far as your website or your store is concerned, the order was never
02:44complete but the payment gateway has charged to customer's Credit Card.
02:47These are the kind of things that you've to keep an eye out for, little things
02:51that can happen because the Web isn't a perfect place.
02:54This is a very, very small percentage of your business, but you don't want upset
02:58customers because of something like this.
03:00So we're ready to act on it, if this sort of thing occurs.
03:03Handling orders is the fun part.
03:05It's manning the cash register of your online store. It's making sales.
03:10The key thing is, to integrate it into a part of your regular workflow.
03:14To deliver orders quickly to your customers and to take time to balance or
03:17reconcile any problems as soon as they occur.
03:21Doing so, will keep your store running smoothly and keep both you and
03:24your customers happy.
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Managing customers
00:00An essential part of any business is customer service.
00:03It's not uncommon for a customer to email or call and ask for information about
00:07their account, purchases or order history.
00:10You need to be ready to answer their questions. Let's look at the Customer
00:14Management features that allow you to do this.
00:16First thing you want to do is teach the customer to help themselves.
00:20If a customer calls you or emails you and ask for information about their
00:24account, teach them to help themselves.
00:26Cartweaver and many other eCommerce applications have the functionality that
00:30allows a customer to log in and see their accounts themselves, so let's look at that first.
00:35When the customer gets to your website they can go and login. And there they have
00:46access to their own account information.
00:49A nice thing about this is, they can come in and, if their email changes or they
00:52move they can update this information themselves.
00:55Also they can take a look at their order history to see what their
00:58different orders were.
00:59They can look at what items they've purchased from you in the past, or even the
01:03different items that may have recently looked at.
01:05So this is a really convenient feature and it helps the customers help
01:08themselves. And it really adds an element of customer satisfaction. But when
01:13a customer does call, you would want to login to your Admin and then go to
01:17the Customer section.
01:18Here there will be a list of customers, but you can also search by name or ID or do an
01:23advanced search and use their address or e-mail address or any information you have
01:27that may help you find that customer record quickly.
01:30Once you find the customer simply click on the pencil and you go their account.
01:34You can see what their information is, or you could update it for them, or answer
01:38any questions they might have. You can also look at their purchase history.
01:41Customers are the key to your business and being able to help them when they
01:45call or email is essential.
01:47Being familiar with the customer section of your Admin will help you do this.
01:51Another important element is making your customers feel comfortable
01:53doing business with you.
01:54While it has little to do the technical side of site development, there are a few
01:59things to consider about setting your customers' minds at ease when they're
02:02purchasing from your store and we'll address that next.
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11. Establishing Features for Customer Satisfaction
Policies and privacy statements
00:00One of the hurdles online stores have to overcome is that a customer can't just
00:04walk in and talk to somebody if they have questions or a problem.
00:07For many, this contact insecurity is a primary reason why they continue to do
00:12most of their business in store instead of online.
00:16The more you can help ease their fears and offer good service and communication,
00:20the better your business will be.
00:21Simply put, customer service and helping your customer trust you is even more
00:25important online then off. Let's look at an example of some of things you can do
00:29in your site to help with this.
00:31First of all make your contact page really easy to find and then on your contact
00:36page allow the customers to contact you either through a form, or through e-mail
00:41and if you have multiple e-mails for different things go ahead and provide them.
00:45Also provide store information if you do have a bricks and mortar store.
00:49The more information you can impart on this page about how to contact you, and
00:53make it as easy as possible to contact you, the better your customers will feel.
00:57Another thing that is really important is your policies and how you interact
01:01with your customers. Here in the footer you can see
01:04we have terms, privacy policy and return policy.
01:09These are important documents that can share information with your customers.
01:13These documents are kind of like warning labels on a lot of products. Most people
01:17don't read them, but for those who do read them they're absolutely essential. And
01:22legally you need to provide this information to your customers.
01:26So for terms simply just have a document it doesn't have to be pretty,
01:30doesn't have to be fancy, but it has to clearly state what the terms of your business are.
01:36Same with privacy policy. How are you going to treat the customers' e-mail or
01:40information that you gather. You need to spell that out for them, so if
01:43they want to read through this, they'll know how you respect your customers
01:46information. And also your return policy, this is the essential for an online business.
01:52What can your customers expect from you if you're not satisfied with the
01:55quality of a product or if something comes damaged. What steps do they have to go through return it?
02:00This is even more important for an online store than it is for a physical store.
02:05By keeping these things in mind, you let your customers know, first of all, how to
02:09contact you; how to interact with you if they need to, and make it easy to do so.
02:14And also let them know what your policies are and then once you set those
02:17policies, stand by them.
02:19Doing this increases your customers trust and comfort level, and doing so will
02:23also increase your sales.
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12. Security
Securing data
00:00Well, here we are, almost ready to place our site on the server.
00:04Before we do that however, there's a very important topic we need to cover,
00:08and that is Security.
00:10Unlike our closed and safe secure local environment, our live site and database
00:15are going to live in the real world, most likely on a shared host environment.
00:19Sad to say, there are a lot of shady characters that have nothing better to do
00:23with their time than to search the Web for sites with security holes.
00:27This can range from simple mischief to causing data corruption to identity theft.
00:33As a site developer, you're obligated to do your very best to prevent this from happening.
00:38First, you have to think about data access security.
00:41Some simple rules to follow are to be sure to have a good Username and
00:46Password for your database.
00:48Make it something that you'll easily remember, but cannot be easily guessed or
00:52store it in a safe place.
00:54In the case of MySQL databases, never use the default username of root.
00:59This makes it too easy to crack into your data.
01:02It only takes a few moments to do it right. So take the time.
01:06Take the time to have a database security conversation with your host as well.
01:11Make sure your host understands the security concerns of an eCommerce site.
01:16If you feel uneasy about the answers or information that you're getting from
01:19your host, now is a good time to change hosts.
01:23For PHP, the vast majority of sites will be using MySQL which is a very good choice.
01:29There are many other choices and most can be divided into two types:
01:32file-based databases such as FileMaker Pro, Microsoft Access; and database
01:38servers such as MySQL, Microsoft SQL Server, PostgreSQL and others.
01:42Database servers are by far and away the best bet.
01:45File-based databases are too hard to secure adequately and in most cases are
01:51completely inadequate to the demands of a web-based application.
01:55Even with server-based database system such as MySQL, you'll need to have a
01:59conversation with your host, to make sure all the latest security patches and
02:03measures are in place.
02:05A good way of looking at security, especially if you're on a shared host, is
02:09there is no way to secure your data.
02:13Even with the best host, by the very nature of a shared server environment,
02:17people you don't know will have access to your data.
02:20You just have to trust that they won't abuse this privilege.
02:24So, rule number one:
02:26never, ever, under any circumstances store customer credit card data in your
02:32database, or even in your site in the form of session variables.
02:36We'll talk about this a little more later in the next video.
02:39But you want to pass this data off to your payment gateway immediately and then
02:44get rid of it, be done with it. Rule number two:
02:48don't underestimate the importance of rule number one, seriously.
02:52If you have a client who insists that you do this, be 100% willing to walk
02:56away from the account.
02:57Let the next developer be the one to get sued when that database gets compromised.
03:02And rule number three:
03:05store as benign data as possible.
03:07An easy way to look at it, is if you're storing data about your company or your
03:11customers, that you could just as easily find in a local phonebook or is readily
03:16available on Google, then you're just fine.
03:19Data security, especially customer data, is an important topic that has to be
03:24looked at seriously.
03:26Fortunately, with just a few precautions and some due diligence, it's possible
03:30to offer a safe data environment for your store and your customers.
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Securing a site
00:00Now that your data is safe and secure, let's turn our attention to securing the site itself.
00:05Seriously bad things can happen if one of the darker elements of the Web should
00:09gain access to your site.
00:11This could run from simple mischief like deleting files, or redirecting to some
00:15undesirable site, to serious code hacks that might reroute your customers' credit
00:20card data into the hands of waiting thieves.
00:23Once again, a little diligence here goes a long way to provide a safe
00:27environment for both you and your customers.
00:30The first thing we will look at is FTP access.
00:33Let's go ahead and go over to Dreamweaver, and I will describe what we are looking for.
00:38Let's double-click on the site we've been working on and go up to Servers
00:44and then click Plus (+) to bring up the dialog box that shows us the FTP information.
00:49And we will be doing this whole process a little later but here is what I want to show you.
00:53Your host will provide you with an FTP address, and then your FTP account will
00:57have a Username and Password.
00:59It's vitally important that this Username and Password be hard to guess.
01:03Maybe it would be something easy for you to remember but make sure it's hard to
01:06guess, or make it something totally cryptic and then save it in a safe place if
01:11you should forget it.
01:12The important thing is, if anyone should guess this information, they'll have
01:17the exact same FTP access to your site as you do, and they can open your
01:21files and edit them as they wish and upload it, and cause untold damage to your website.
01:27The other thing you should do is frequently change this Username and Password.
01:31Make sure you mark it on your calendar or do something to remind yourself so you
01:34do it on a regular basis, because that way, if someone does gain access to this
01:39information, they won't continue to have it.
01:42Doing this makes sure that no one will gain access to your site, and it secures
01:45your files, and the functions that they perform.
01:49The next thing we will talk about is the SQL Injection Attack.
01:52On a Dynamic Server, as we can see here in the URL, many times a URL will pass
01:57variables that the database or the application will do something with.
02:02That's the way they work.
02:03A SQL Injection Attack is someone can actually insert SQL code into that
02:08variable and run a script or a command on your database.
02:12Here, we have seen that the command to DROP TABLE named Products has been included.
02:18If a hacker should happen to guess the name of the table in your database, and
02:22run this script and your site allows it to happen, you could go into work the
02:26next day and find all your products are gone off of your website, and your
02:30site is throwing errors.
02:32So how do you prevent this?
02:34To prevent this, first be sure that your cart application properly filters URL
02:38variables to keep this from happening.
02:41And if you or another developer makes any modifications to your application, be
02:45sure that you don't inadvertently introduce this vulnerability yourself.
02:49For more information on this, because it's a rather large topic, you might want
02:54to just do a simple Google search on SQL Injection Attack.
02:57A lot of information is available out there that you can find out exactly what
03:01those are and what your site should be doing to prevent it, and then make sure
03:05your cart application adheres to those basic coding principles.
03:09Next, we'll look at an SSL certificate.
03:11First of all, what is it?
03:13Well, SSL stands for Secure Socket Layer.
03:17It's an encryption system designed to protect your data when it's passed across the Web.
03:21In other words, your personal information and details like credit card
03:24information, and such is scrambled at the server, passed off to your browser,
03:30and then decoded and put back together on your end.
03:33What this does is it prevents anybody from intercepting this information in
03:37transit and then using it. What does it cost?
03:41It used to be very expensive, hundreds of dollars a year or more, but it's
03:45come way, way down.
03:46It can be had for as little as $10 a year.
03:49So that's hardly even an issue. How does it work?
03:53Let's go ahead and see an example.
03:55Here we have a site that sells SSL certificates and we use this as an example to
04:01show how an SSL works.
04:04Okay, so let's say we are going to go ahead and buy something.
04:06What I want you to pay attention to is up here in the address bar;
04:10right now it just says WWW and then the URL.
04:14Let's go ahead and click on Buy and we say OK.
04:16Now, this looks good.
04:17I am going to buy that.
04:19So I will add it to my cart.
04:21Now, notice up here, in the address bar, it changed and there is an HTTPS.
04:28The HTTPS tells the server to invoke the SSL, and that is, so the server knows
04:34from this point forward, the server is supposed to encrypt the data when it
04:37sends it off to your browser.
04:39If you click on the little lock, you can see that the certificate
04:42information will show.
04:44So how do you put an SSL certificate on your site?
04:48Basically, after acquiring the SSL from the vendor, you're given access to your
04:53SSL encryption file.
04:55You take this file and you send it to your host, and the host installs it for you.
04:59It's that simple.
05:01Try to resist the temptation to open this file, especially like in Word or
05:05something like that.
05:06If you have to look at it, just make copy of it and open it in Notepad.
05:10But the actual file itself, send that off to your host intact.
05:15The reason you don't want to open this, is if you change it in any way, it
05:19will corrupt the script.
05:21It won't match up with what it's supposed to be, and then you'll have to redo this.
05:26That would render the SSL invalid or inactive.
05:29So resist the temptation to open it and mess with it any way, just send it off
05:33to your host, and let them install it.
05:35When they install it, make sure that they install it on the root directory of
05:39your site and not up in some other folder.
05:41Even if you place your store up in another folder, let's say a folder named
05:46Store, make sure the SSL is installed into the root directory of your site.
05:51The reason for this is your entire site will then be protected.
05:55One final word on SSLs:
05:57don't use a shared SSL.
05:59Back when SSLs were expensive, a lot of hosts offered a service to share their
06:04own SSL with their users, which was a good thing, but for an eCommerce site,
06:08that's a real problem.
06:09Let's go back to this site for a moment, and again, click on the green lock.
06:16When the SSL certificate information appears, you will notice the host name is there.
06:22That's because the host is the owner of the SSL.
06:26If you're not the owner of the SSL, your information won't appear there.
06:29It will be the information of your host.
06:31If your customers see a discrepancy between that and your URL, or your store
06:36name, they may think that this is not a valid site, and leave.
06:40Really, how many orders are you willing to lose to save 10 bucks a year?
06:45So the key is, go ahead, get your own SSL, get it off to your host, get
06:49installed in the root directory of your site, and then you are protected and
06:52you are ready to go.
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Understanding PCI compliance
00:00Let's take a minute to talk about PCI compliance.
00:03It's no secret that identity theft has become a huge concern for anyone doing
00:07business on the Web.
00:08Unfortunately, there are far too many careless online merchants who improperly
00:13handle sensitive customer data and countless unscrupulous individuals who are
00:18eager to take advantage of the situation.
00:21PCI Data Security Standards or Payment Card Industry Security Standards are a
00:27way that the industry is trying to deal with this situation.
00:30So, what is PCI really?
00:32Well, the first thing I would recommend is you get familiar with this site that
00:37you go to pcicomplianceguide.org.
00:41The sole purpose for this site is to convey what's going on with PCI, what it's
00:46about, and how you can go about becoming PCI certified.
00:51What does that mean?
00:52That means that your site is tested by a certifier and if it's passed, then you
00:57can put the fact that you're PCI compliant on your site and that may help
01:01customers feel at ease.
01:02The next thing we want to do is let's go ahead to this page, the PCI Basics page,
01:10and it basically lays out what it means to be PCI compliant and what you need to
01:15be concerned with as far as getting your site ready to be passed.
01:19So, let's go ahead and look at the various requirements and see what can be done about it.
01:24First, Build and Maintain a Secure Network and we see in the Requirements 1
01:29and 2 here that the Firewall and configuration of the protecting data and that sort of thing.
01:35That's up your host and so you need to have a frank discussion with your host
01:40about the fact that you're looking to become PCI compliant with your site and
01:44make sure that they're knowledgeable on this subject and know how to work with
01:48you and make sure that they have created an environment that can pass.
01:52Next, Requirement 2 says Do not use vendor-supplied default or system passwords.
01:58Well, that's absolutely true.
02:01In your database, your FTP, your administrator on your site all that should be
02:06changed from anything that's vendor supplied and not only should it be changed
02:11when you first install it, but it should be changed frequently or at least on a
02:15regular basis to keep it from being guessed or passed around.
02:20Next, Protect Cardholder Data.
02:23Now, we've already talked about how important that is.
02:26The best way to protect that is don't have it.
02:28So, make sure that it's not stored in the database.
02:31Whatever card software you choose, make sure that this is not stored and it
02:36simply passed off to a payment gateway and then gotten rid of.
02:40Also, Requirement 4 mentions, Encrypt your transmission.
02:44Well, we've talked about that as well.
02:46Make sure you have an SSL Certificate purchased and installed in the root
02:50directory of your site so that all transmissions of cardholder data across
02:54the Web are encrypted.
02:57So Maintain a Vulnerability Management System.
03:00Those points are both pretty much handled by your host.
03:03Again, it's so crucial to have a good host in this situation.
03:08Then Implement Strong Access Control Measures.
03:11Well, if you don't store credit card data, then it offloads a lot of
03:16that responsibility.
03:17You should still protect the information in your database because it is phone
03:21numbers and addresses.
03:22So, make sure that you follow the guidelines here in 7, 8, and 9.
03:26But the main thing is restricting physical access to card data and that sort of thing.
03:31If we don't store it, we don't have to worry about protecting it.
03:35Then monitoring test networks.
03:37Again, that's up to your host.
03:39Finally, Maintain an Information and Security Policy. That is important.
03:43Set a policy and make a policy statement available on your website, so your
03:47customers know how you respect their rights and how you're going to deal with
03:51any information they give you.
03:52So, the next thing we'll want to look at is here, the PCI Security Standards
03:59Council, and they have a list of Scanning Vendors.
04:02What a Scanning Vendor is, is these are companies that are certified by the
04:07Council to scan and test sites and then hand out certification to the sites
04:13that passed the test.
04:15As you can see, there're a lot of them, pages and pages of the them.
04:18The thing is right now this is kind of a moving target.
04:21The security scans that they use are scanning for basically the same things but
04:25the way they do it and what their requirements are can vary widely.
04:29Some have no problem passing a site on a shared host that's well secured and has
04:34good security in place. Others, refuse to pass anything but a totally locked
04:39down dedicated server and then there's various stages inbetween.
04:44So how do you know which one to pick?
04:47Well, the important thing would be to ask around.
04:49Whatever your shopping card application that you're using, go to their forums,
04:54ask around. Say who's gotten certified, what companies they use, what kind of
04:58trouble or situations they ran into.
05:01Doing a little bit of homework ahead of time like this can save you a lot of pain
05:05and headaches and expense because certification tests aren't free.
05:10So, make sure you do your homework before you go down that road. Should you do it?
05:13Is it required? Well, no.
05:15PCI compliance isn't required right now by everyone.
05:20It is required by some merchant accounts and it's being required by some payment
05:24gateways but that's only going to increase over time.
05:28The subject of PCI isn't going anywhere.
05:31So, it's a good thing to learn about it, make your decisions on how to deal with
05:35it, and go ahead and go through the process.
05:37Just do your homework first.
05:39After becoming PCI compliant and have it certified, that's one more thing you
05:44can tell your customers that you've done to show that you care about the data
05:48that you get from them and that you care about their privacy and safety.
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Choosing a payment gateway with security in mind
00:00Now we have come to the part where we are going to choose our payment gateway.
00:03And a payment gateway isn't just how you get your money.
00:06It also lends to the security of your site.
00:09There are a lot of companies to choose from that offer this kind of service.
00:13But there is basically three components to payment processing and that is:
00:17Merchant account; the Payment gateway itself; and the Interface between your
00:21site and the gateway.
00:24Let's talk briefly about a Merchant account.
00:26First of all, you want to make sure that you choose a merchant account that's an
00:30Internet-friendly business account.
00:33That doesn't mean that you have to change business banks.
00:36It's very common to have a different bank for your merchant account than your
00:39business account, which is fine because the merchant account is simply going to
00:43deposit the funds into your business account anyway.
00:46So don't let that worry you.
00:48Choose a merchant account based on its ability or its understanding of
00:52Internet transactions.
00:54Next don't get trapped.
00:56Don't choose a merchant account that insists that you use their payment gateway interface.
01:01If you'd want to change banks later, then you have to change the code in your site.
01:05Most good merchant banks work with the various vendors.
01:09So make sure your works with vendor that you choose. Next, Rates.
01:14Now that you've found or narrowed down your choices of good quality merchant
01:18account banks, now you can look at rates.
01:21And Rates vary a lot, so do your homework.
01:24It's amazing how much the rates can vary from bank to bank.
01:28As long as it's a good quality bank and offers good service, then you can go
01:32for the lowest rates. Finally be a hero.
01:35What do I mean by that?
01:37If you're designing an eCommerce site for your client, they are going to be
01:40looking to you for advice on this.
01:43Sure you are Web developer and this really isn't your area, but if you offer
01:47good information and get them off to a good start in this area, definitely
01:51makes you the hero.
01:52It's good for them. It's good for you.
01:54Next it's the gateway itself.
01:57Now there are a lot of vendors out there, lot of choices so take a look at
02:01various ones and try to choose wisely.
02:03But really, technically, all the gateways fall into pretty much two groups.
02:09And that's real-time processors or payment gateways, or non real time processors.
02:15First of all, let's look at real-time.
02:17Let's see what actually happens in a real-time transaction.
02:22First of all, the customer enters the information in your site, and then your
02:26site passes it of to the payment gateway, under SSL encryption, the gateway
02:30processes the transaction and then sends back the information about whether the
02:35transaction was successful or not, to your site.
02:37Your site uses this information to continue on to the checkout process.
02:42All this happens instantly and in-line.
02:45It provides a very good user experience because it's totally seamless.
02:48A few good examples of real-time gateways would be Authorize.Net, PayPal PayFlow
02:53Pro, LinkPoint and there are many others to choose from.
02:57Personally, I always had very good success using Authorize.Net.
03:01Next is the non-real time payment processor.
03:04When we look at the checkout flow using a processor, it works quite a bit differently.
03:09First of all the customer, when they get ready to enter their information, is
03:13passed out to the processor.
03:15They enter the information on the processor computer and they come back to
03:18your site, but whether the transaction was successful or not, is not passed
03:23back at that same time.
03:24It's not instantaneous or in-line.
03:26It comes to you later.
03:28It could come in just a few moments or even it could come the next day,
03:32depending on the processor.
03:33The problem is, as you continue on with the transaction and have to process the
03:37transaction, not knowing if the credit card was good.
03:40That information comes back later.
03:42For example, with PayPal Standard, that information is sent back to a page that
03:46you tell them to send it to.
03:48And then it's processed and added to your database later.
03:51But you still have to go back later to see if the payment was good and then
03:54update the order and then act accordingly.
03:57It's uncomfortable to have to contact to your customer who thinks they have made
04:00the purchase, and tell them that their credit card wasn't good.
04:04So, why would anyone use a payment processor if this is the case?
04:09Well, first of all there is convenience.
04:11It's usually very easy to sign up for a processor.
04:14You don't have to have a merchant account or pass credit checks or that sort of thing.
04:17So for some, that convenience makes it worthwhile.
04:20Then this price, not so much ongoing price because usually a payment processor
04:24charges a little more than a gateway.
04:27But it's a price of entry.
04:29Many of these accounts are free.
04:30You can sign up for them and there's no setup cost at all. And then finally, Security.
04:35Security may be one reason to look at this type of account.
04:39The reason is as PCI compliance becomes more and more important and identity
04:44theft becomes more of an issue, then the fact that you're passing off a customer
04:48to process their transaction at the processor's site and not yours, and then
04:53they come back when they're done, means you never possess or touch that
04:57information, which means, you're not in the loop.
05:00You don't have to worry about PCI compliance.
05:03As long as your payment processor is PCI compliant, you are good.
05:08So as identity theft and PCI compliance becomes more critical, offloading this
05:12transaction off to the payment processor server becomes more attractive.
05:16So that is something worth looking at.
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13. Deploying a Site to the Server
Selecting a host
00:00So now we've come to the time where we're ready to move our site to our host.
00:04The first thing we need to do is select a host.
00:06When selecting a host for an eCommerce site, keep in mind, your site is
00:10now mission-critical. It's making sales.
00:12It's generating income.
00:14So host reliability and response time to technical issues is vital. Don't be cheap.
00:20If the first thing you think about when selecting a host is who is the cheapest,
00:23you're already in big trouble.
00:24What you need to do first of all, is check for platform support.
00:28Make sure that your host supports the platform you're going to be using.
00:31In our case, PHP, and MySQL, but it could be ColdFusion and SQL Server or whatever.
00:36Just make sure that the host you're looking at supports what you're using.
00:39A point to consider is, just because you're with a host doesn't mean you have
00:42to stay with a host.
00:44If the host doesn't support your platform of choice, then go to a host that does.
00:48Don't let the host choose the platform for you.
00:51Choose the platform that suits you best and then find a host that works. Next, ask around.
00:56Go on various different Web development forums and see who other people are using.
01:00For example, the shopping cart application that you're using, such as in our
01:04case Cartweaver, go to the Cartweaver forums and ask around, see what people are using.
01:08You'll find out very quickly who the good ones are and who the bad ones are.
01:12People are usually very willing to share that information.
01:15When you bring it down to a short list of hosts that you're looking at, take
01:18some time to spy on them.
01:20What do I mean by that?
01:21Find out if they have forums, go on their forums. Listen in, see what's going
01:25on. What's the mood of their users? Are their users happy with them? How are
01:29they treating their users?
01:30You can find out a lot just by looking at their own forums.
01:34Next, call them, see what their tech support is like. See what their response
01:37time is and how knowledgeable they sound.
01:40This kind of a dry-run is important, because that's what you may need to do if
01:44they have a problem with your site.
01:45This gives you an opportunity to test them ahead of time.
01:48Again, don't be afraid to change hosts.
01:50Just because you're with a host doesn't mean you should stay with them.
01:53If what you have now is a simple HTML site, and you've been fine with the host
01:57you're on, hosting a dynamic site with all the interactions between databases
02:01and payment gateways and so forth is a completely different matter and many
02:05hosts aren't up to that task.
02:07So if the host you are on isn't spoken of well, or doesn't seem like he is going
02:11to be able to handle a more complex site, now is the time to change.
02:15When it comes to your store location, just like in the physical world, it's
02:18location, location, location.
02:20In the physical world, it's where your store is actually located for
02:23customers to get to.
02:25Online, it's being hosted by reliable, knowledgeable, secure host that make sure
02:29that your store maintains the best uptime possible and the quickest response
02:33times to any problems that occur.
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Preparing the host and setting up the database
00:00Now, we're ready to move your site to the host server.
00:03If we methodically go through a checklist of items, the process can be
00:06pretty quick and painless.
00:07First, we need to create our online database.
00:10There are two ways to go about this.
00:12You can create the database by running a SQL script that comes with most cart
00:15applications in your host MySQL Admin.
00:18In this case, it's phpMyAdmin, or you can use a more robust admin like Navicat
00:23which we will demonstrate in the next video.
00:25For this one, we're going to be using phpMyAdmin.
00:28So the first thing you need to do is have the database created.
00:31In most cases, the host does this for you and then gives you your access
00:35information and access to phpMyAdmin.
00:38Once that's done, we need to prepare our SQL script.
00:42To do this, we need to open a straight text editor like Notepad or BBEdit.
00:46We don't want to use Word or any other application that might interject
00:50characters into this document.
00:52Once we have that open, we'll go ahead and take the SQL script for Cartweaver,
00:57we drag and we just drop it into the Notepad and it opens it.
01:00Now we go to Edit > Select All, back to Edit, and hit Copy.
01:05Now, we go to our phpMyAdmin.
01:07We'll find the database that they have created for us, go to it, then we'll
01:13open the SQL tab, click in the field, and now we'll paste the SQL script that we copied.
01:20Once that's done, go ahead and click Go, and give it some time to run, and that's it! We're done!
01:27Everything is copied over, and ready to go.
01:29Now, a point to keep in mind here is we've actually created a new database.
01:33So all the product information, and everything that might be in your local
01:36test system isn't there.
01:38So, if you're going to be doing it this way, I recommend that when you do your
01:41local test system, don't enter all your products, just a few to test, because
01:46you're just going to have to do it over again when you move over to the server.
01:49If you don't want to do it this way, there is more robust solutions that
01:52allows you to copy things over, and we'll demo that in the next video when we
01:56look at Navicat.
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Uploading the database and configuring the site
00:00phpMyAdmin is a very good MySQL administration tool but it has the one
00:04disadvantage of being a Web app and you can't use it to connect both your local
00:10database and then connect remotely to another database on a Web server.
00:14So let's look at a solution that actually allows us to do that.
00:17There are a number of third party MySQL administrators.
00:21Some are more open source, some are free but my favorite that I use all the time is Navicat.
00:26Navicat is very powerful MySQL administrator.
00:28It's actually a program you install on your system.
00:31The good thing is it supports Windows and Mac and supports MySQL and they even
00:36have other versions for other databases.
00:39Now, some of these administrators for MySQL are free or open source and Navicat
00:43has an open source version as well.
00:45In this demonstration we're going to be using the commercial version for a very good reason.
00:50Some of the most powerful features like what I am going to be showing you,
00:52dragging and dropping is enabled in the commercial version.
00:55And just doing this process once, sometimes is worth the cost of the program itself.
01:01But it's important to be able to have the ability to connect both to your local
01:05databases and reach across and make remote connections and not have to depend on
01:10phpMyAdmin running on the server.
01:12So, let's go ahead and look at Navicat.
01:15Okay, so we've downloaded and installed Navicat, which is
01:17pretty straightforward.
01:18So, let's go ahead and boot it up.
01:20It's a very simple interface.
01:22The first thing we'll want to do is make a connection to our local database.
01:26So, we click on the Tab here for a new connection and we see it's
01:30already pre-populated.
01:31Navicat pretty well knows how to find MySQL on your system.
01:34As long as you have the basic default install that XAMPP uses, they'll have
01:39no problem finding it.
01:40Let's go ahead and test the connection to see if it found it, and it did, so that's good. So, we click OK.
01:46We click here and here is our local system.
01:49Okay, so the next thing we'll want to do is create a remote connection to
01:53our database online.
01:54So, go ahead and click Connection again and we enter a Connection Name.
01:59Now, the host would have given us the address for the remote database.
02:05So, we'll enter that here, and then we'll use the Username and Password that are
02:10provided for the database online.
02:11Okay, then let's Test Connection.
02:17And there we have a successful connection.
02:21So, we know it's ready to go, so we say OK and we click OK.
02:25So, let's go ahead and connect to that database.
02:27Okay, we click on the database, open it up, look in Tables, and we see that it's empty.
02:35So, now we've connected to our local database and we're ready to populate the
02:39database on our server.
02:41Now there are two ways we can do this.
02:43If we want to start fresh, just like we did in phpMyAdmin, it's pretty simple.
02:48You select the database, you click on Query, click on New Query.
02:53Then we have Query Builder here, then click Load and go ahead and go to our
03:00Desktop or wherever you might you're your SQL script stored, click Open, and
03:05we see it populates it.
03:06So, you don't have to worry about cutting and pasting and everything.
03:09You can just open it up into the Query Editor and then next you Run.
03:14During this process, you'll have to be patient.
03:16It's rather large SQL script and is creating the database remotely.
03:19So, it could take a while.
03:21Just resist the temptation to think something is wrong and just let it run.
03:26Okay, so here we are.
03:27It switches over to results and there it says Affected rows:1.
03:30Don't pay any attention to that because basically that SQL script is just one big long row.
03:35But it's all done that means it's run.
03:37So, let's go ahead and close out this box and it will ask you if you want to
03:41save that query but we'll say No.
03:44Now, let's go ahead and click on the Table and there it is.
03:47There's our entire database installed and ready to go.
03:50Now, let's look at one of more interesting features in Navicat or one of the
03:53more powerful features.
03:54And instead of running the script to create a brand-new database on the
03:57server, let's look at copying a local database that we've already populated
04:02over to the server.
04:03So, to do that, first of all, on the database on the server, let's go ahead and
04:06select the Tables, we'll Delete. All right! There we go.
04:13Now, let's go up to our localhost and find our local database.
04:18We can see there it is.
04:19Now, this is a database that has everything in it that we've populated and so we
04:23want to just drag that across.
04:25So, here's how that works.
04:26You just select all your tables, makes sure this is open and you drag it over to
04:33your remote database and drop it in Tables, and it gives you the option to copy
04:37over the structure and data or just the structure.
04:40You'll want to copy both the structure and the data.
04:45Now the Transfer window opens up.
04:46So, let's go ahead and click Start and say OK.
04:51And again, we're copying over a fairly large database, so go ahead and just give
04:54it time to run, maybe go and grab a cup of coffee or whatever then come back.
04:59Now, we see this copy over and finished successfully.
05:02So, let's go ahead and close that and we don't need to save that.
05:06And now let's go ahead and click on the remote database and there they are, all
05:10the tables are in there.
05:12Being able to drag and drop across like that saves us so much time.
05:16We can actually set up the database that we want to use locally with the
05:19products and everything and then copy the whole thing over to the server without
05:22having to redo it again.
05:24So, it gives us a closed environment to test our products and work on them and
05:28then not have to redo our work but just copy it over.
05:31This feature alone speaks highly for this program.
05:34One thing that we won't demo here but something you can do is do the reverse of this.
05:38You can reach up and drag down a copy of your database and make a local copy of it.
05:43This is a great way to backup your database. And that's it.
05:47Our database is all set up and we're ready to start configuring our site.
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Testing and troubleshooting
00:00Well, we're finally ready to upload our site to the server and actually test it
00:04and look at it on the server itself.
00:07In order to do that, in Dreamweaver, we're going to check the data
00:09source information.
00:10We're going to create a remote host, then we'll connect to the server and upload
00:14the site, and then we'll log into the Admin and do a last couple of checks.
00:18If we get to the Admin, we know we're doing okay.
00:21So let's go to Dreamweaver.
00:23The first thing we want to do is check our data source information. In
00:27Cartweaver here, it's under cw4 and then cw -config, and then it's the cw-config file.
00:33Whatever shopping cart application you're using, make sure you know where this
00:36file is, because you may have to update it.
00:39Let's see what I'm talking about.
00:40So we'll scroll down here.
00:43Remember early on, I said, if we can use the same username and password for our
00:47database locally as we do it for the host, how much of a timesaver it can be and
00:52it'll keep us from having headaches later on.
00:55Here is what I was talking about.
00:57This information is the connection to our database locally.
01:00Then we set up our user and our preferences or our permissions locally.
01:05If we use the same information that the host has provided us online, then we
01:09can just leave this file alone and upload everything and it's going to work in both places.
01:15If we didn't have that information before, I'd even recommend going back to the
01:19database locally and creating a new user and then changing this again,
01:23so it will work both locally and on the server.
01:26So you don't have to try to remember to do this whenever you go back and forth.
01:30That being the case, either leave these the same, and that is, the hostname, the
01:35user, and the password, or change them to whatever is appropriate for the server
01:39you're uploading to.
01:41Once that's done, and you save it. Let's go ahead and create a connection.
01:45So, we're on the site we've been working on.
01:47So just go ahead and double-click on the button here, bring up your server
01:51configuration, click on Servers, and then click the Plus (+) sign, so that we
01:57can add a new server.
01:58What we're going to be doing now is adding a connection to the remote host.
02:03So let's go ahead and enter a name.
02:06And this name doesn't have anything to do with security,
02:08it's just in the list, what we're going to call it.
02:11So let's call it Our Host;
02:14so "Our Host Server."
02:16We will be connecting with FTP.
02:18Then your host should have given you FTP information, so let's go in and enter that now.
02:23You put your IP address or your FTP address depending on what your host has given you.
02:28Then let's go ahead and enter the Username and Password, and click Test.
02:36Now, we have a successful connection. That's great!
02:38So click OK, click OK, and make sure that it has Remote checked.
02:44If it isn't, sometimes Dreamweaver decides which one it thinks you want.
02:47Make sure Remote is checked, because that's what we're using it for. Then you hit Save.
02:52Let's close this file out, and then let's go ahead and connect, and there is
02:58our site on the server.
03:00So we're ready to upload.
03:01So let's go ahead and do that. And that's it!
03:08The site is uploaded to the system.
03:11So there are just a couple of more things we need to check to see how we're doing.
03:14First of all, now that the site is there, we're going to want to browse to the Admin;
03:19one, to see if it's working; and two, to check one final setting before we're ready to go.
03:24So let's do that and there we go!
03:27The fact that we can see this is good news.
03:29It means the site is uploaded all right and it's working that way.
03:33Now, let's see if there is a connection to the database.
03:35Let's go ahead and enter our username and password, then click Log In, and there we go!
03:42So we know the site is working and it's talking to the database. That's good news.
03:47Now the one thing that we want to update before we get going any further is
03:51we want to go to Global Settings and then update the Site URL and the Secure Site URL.
03:58This right now is blank.
03:59The reason it's blank is because right now, we don't have an SSL installed.
04:04This should be whatever your website actually is.
04:07After we install an SSL and we're ready to go with that, we'll enter basically
04:12the same thing here only with the HTTPS designation.
04:17What that does is when a user clicks to go to cart, it'll automatically invoke
04:22the SSL, and that way, everything will be secure.
04:24So we'll come back and make sure that we do that after we install the SSL.
04:29But right now, we have our host name entered here and that's what we needed to check.
04:35Other than that, your site is up! It's there!
04:38It's time to test, and time to get ready to go live.
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Purchasing and installing the SSL
00:00Now that we have the site set up and we're about ready to go live, this is a
00:04good time to purchase the SSL, and have it installed.
00:07So let's talk about SSL vendors for a moment.
00:10Here's a good example, and there's a lot of these sites that sell multiple SSLs,
00:15and it's one of the reasons why the pricing has come down so far.
00:18So as long as it's a reputable SSL, like GeoTrust is certainly well-known, so is
00:24COMODO, it doesn't really matter because the technology works the same.
00:28So let's go ahead and click on this one, and we see we can purchase it for a
00:34number of years if we wish.
00:35You might as well do that, go ahead and purchase it for multiple years.
00:39That way, you don't have to worry about having to renew it coming around quite so soon.
00:43Once it's installed, you'll be provided with the SSL Certificate File and you'll
00:48also be able to put the logo of the SSL in your site as well.
00:52And that's a good thing.
00:53I'd recommend doing it.
00:54It's just one more thing to show your customers that you've taken the extra
00:57steps to make sure that their data is secure.
01:00So you go ahead and add that to cart and you say, okay, Checkout.
01:05Now, the thing to think about when you're going through the checkout process,
01:09when you get to the point where you give them your address and information;
01:12make sure the information you give them is accurate about your business, but
01:16also the information there is about your website.
01:19If it's some corporate name that has nothing to do with the website, there maybe
01:24an issue where the customer is clicking on the little green lock remember or the
01:28little gold lock in some browsers, and seeing somebody else's name there.
01:32I'd caution against this.
01:34Make sure the name is what they can see because when they click on that, what
01:38pops up is the information that you've provided this time.
01:41You also want to make sure that the address is correct because for a
01:46certificate to be issued.
01:47It has to be a legal actual corporate or a company address. Okay.
01:52Then you go through the purchase process, and once that's done, you'll receive a
01:57CRT file or a certificate file.
01:59Let's take a look at that.
02:01So here we see our certificate file that we've downloaded.
02:04And like I said before, it's best just to leave this alone and just send it
02:08right off to your host.
02:10But just in case there's any curiosity, I'll go ahead and open this one up, so
02:14you can see what's inside, and that's it!
02:17It's just basic encryption code.
02:19But it's an identifier that identifies your site with the information that
02:22you've registered with the company that issued this certificate, and if those
02:26two match up, then you can encrypt and unencrypt on both ends.
02:30But again, main thing is just sent this off to your host, have your host install
02:34this again in the root directory of your site.
02:37That way, you'll protect everything in your site.
02:39So now, once we've downloaded it, then given it to our host, and they notified
02:43us that it's installed, we have one more thing to do.
02:46So we have to go back to the Admin.
02:48Let's go ahead and log into your admin for your site.
02:52Go to Site Setup, go to Global Settings, and now that we have a secure site set
02:57up, let's go ahead and enter the full information here. There.
03:00What we've done now is your site now knows what your HTTPS or SSL address is.
03:14When a user gets ready to click and go to the order form, the site will
03:18automatically invoke that SSL and that way, everything from the order form
03:22forward will be encrypted and secure.
03:24So let's go ahead and update that and save that change, and that's it!
03:28You've got your SSL. It's installed.
03:31You went into the Admin.
03:32It's set up correctly.
03:33You're ready to do business on the Web safely and securely.
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Setting up and testing the payment gateway
00:00Now that we have the site up on the server, and the SSL's installed and
00:03everything looks good.
00:04It's time to make the connection to a payment gateway and test this.
00:09First of all, take time to learn about your gateway systems.
00:12There's a wide array of gateway providers and although the way they do things is
00:17similar, each one has their own little things they you need to learn.
00:21So, whether you choose like PayPal or Authorize.Net, LinkPoint, another big one
00:27in Europe is WorldPay and there're many, many others.
00:31Whatever one you decide on, make sure you take a few moments to learn how their
00:35system works, what they require.
00:37All of them are going to provide you with something, either a transaction key or
00:42a username and password, that sort of thing, and that's what you're going to need
00:46to enter into your file that connects to their system.
00:48So, take a minute to learn this from whatever one you choose, so you'll have
00:52what you need when it comes time to set up your site.
00:55With the so many gateways out there, it truly is impossible for any
00:59off-the-shelf cart system to support all of them.
01:03It's inevitable that you're going to find ones that aren't. So, first of all take
01:06a look at what gateway providers your cart system actually supports
01:10out-of-the-box, and that may help you in your decision of which ones to choose.
01:15We'll talk about non-supported gateways here in a moment.
01:18So, first of all let's take a look at a couple of supported gateways that, once
01:22you sign-up for an account, what's your next step?
01:25Well, we're going to Dreamweaver, and all cart systems handle this in different
01:29ways but it's very similar. But in Cartweaver what you would do is go ahead and
01:33click on cwapp then the auth folder.
01:36Right now, we just have two auth files in there but there can be many more.
01:40But let's go ahead and look at this one and see Authorize.net file and see how it works.
01:46Now for the designers aren't used to looking at code, this is one time you're
01:50going to have to look at a little bit of code, but it's well-documented and it's
01:54easy to tell what to do.
01:55So, let's go ahead and scroll down and right here, where you're given
02:00instructions, go ahead and you'll be entering the information that Authorize.net
02:05provides you, YourUsername and YourTransactionKey.
02:08TransactionKey with Authorize.net is something they give you to enter in your
02:13code and it's not your password.
02:15So, you're not exposing your password to your Web developer, you are just having
02:19the transaction key.
02:20So, it keeps your login to their site secure but also allows your application to
02:25interact with their gateway.
02:27So, you would change this information here.
02:29Another thing to think about is where the line says testmode set to True.
02:34We'd want to leave it at that.
02:35Most of your gateways have this kind of functionality.
02:38For example, if PayPal is called sandbox with authorizeNet its testmode and once
02:44you have the testmode set up and you set this True what you can do is run test
02:49transactions through their system without actually spending money. It won't
02:53actually charge your card but you know by the response you get back if you've
02:58actually had a successful transaction.
03:01Once you've run a couple of those tests then you're ready to do the real thing.
03:05So, let's look at the PayPal one real quick.
03:07And again, with PayPal basically your user account e-mail as your password or
03:13your account mail and then what currency code that you need.
03:17And that's about it, you Save that and then with both of these files once
03:21you've entered the information you just go ahead and select them and then
03:26upload them to the server.
03:29You're ready to go.
03:31Let's just take for a moment and talk about non-supported gateways.
03:34What if you are using a gateway that isn't supported by your shopping cart application?
03:39What do you do?
03:40Well, fortunately the two that I showed there is PayPal, which is a
03:44non-real-time payment provider, the PayPal Standard account. And then Authorize
03:49Net, it's a real-time payment gateway.
03:53As we talked about earlier, most payment processors and gateways fit into
03:56that same category.
03:57They work very similar.
03:59So, if you need to interact with a gateway that isn't supported by a shopping
04:03cart, it'll probably support one of these two. And your developer, or you if
04:08you're the developer, can use one of these files as the starting point.
04:12Other than that, most of the gateways will provide a sample of code and
04:16information. But truthfully, I'd be hard- pressed to recommend anything more highly
04:21than the Authorize.net. They have one of the best fraud protection suites in the
04:24business. And PayPal, again, is a very well known name.
04:28So, they're worth looking at.
04:29So, now we have our account and our payment gateway and we've set up our files. So what's next?
04:35Well, the next thing we need to do is go into the Admin and set up our account.
04:40So let's go ahead and log back into the Admin and go to Site Setup and then go
04:46to Payment Settings.
04:48Here's available payment gateways.
04:50So, let's say we're using Authorize.net.
04:53So, go ahead and click on that and let's say we're also using PayPal because
04:57Cardweaver allows the use of multiple carts.
05:00That's becoming more and more common.
05:01It's something worth looking into because some people may want to use their
05:05credit card or they may want to purchase with their PayPal account.
05:08So, it's very common to have both and make those available.
05:11So, that's what we're going to do.
05:12Let's go ahead and make both of them available, since we already uploaded those
05:15files with changes, and then we'll Save Changes.
05:20Now those are enabled and we're ready to go. So what's next?
05:23Now we go and place a test order.
05:27So, here we're on our site.
05:29You'll notice these pencils here.
05:30That's because we're logged into the Admin, if you remember.
05:33So, don't worry about that, your users won't see it.
05:36So, let's just ignore those for right now.
05:38But let's go ahead and add an item to our cart. And let me say I've been
05:45doing some testing.
05:46I don't want to do that many.
05:47So, just update that to 1.
05:50Okay, we're ready to go.
05:52So, let's go ahead and check out and to save time I will login as a user that
05:57we've already entered.
05:59You can see when we login like that it will pre-populate the form for the user,
06:04so that's a real time saver.
06:05It's a nice feature.
06:06So, let's go ahead and continue to confirm.
06:08We have our Shipping Details. That's good.
06:12Everything looks right, so let's go ahead and Submit Payment and here we go. We're ready to go.
06:19We enter information.
06:20Right now the test data that we entered before is there.
06:23Since, we're not actually connected to a payment gateway right now with this
06:27test system, we're going to go ahead and submit it this way.
06:30You'd actually want to enter some credit card data.
06:32Again, the card isn't charged but it'll will run through and go through the
06:35verification process.
06:38After that, you click Place Order and there we go;
06:41a full transaction.
06:43Once that happens, when you go to your Order Confirmation with it in test mode, you
06:47know for a fact that it reached out to the gateway interacted with it, got the
06:52information back from the gateway and you're ready to proceed.
06:55So, now you're all set up. So, what's next?
06:58It's time to open the doors. maybe only little bit. We'll talk about that later.
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Preparing the database to go live
00:00All right. It's time to sweep the aisles and wash the windows, so we can let some customers in.
00:05For our website, this means cleaning up our database a bit.
00:09You don't want to move forward with all those test orders, and test customers in
00:12there cluttering things up.
00:14So let's get rid of them.
00:16How to do this varies from cart to cart.
00:18So find out what options are available to you.
00:20There are several different ways to do it.
00:23One, it can be automated, for example the cart that we're using, Cartweaver has
00:27an automated system to do this.
00:29Two, it could be a script, some carts have a script that you run just like a
00:34normal SQL script that cleans this information up.
00:36Another way would be manually through the Admin, and another way would be
00:40directly in the database.
00:41But seriously, unless you really know your way around a database, don't do this.
00:48It's really easy to accidentally mess up the referential integrity of the
00:51database and cause yourself way more headaches.
00:55It's probably better just to leave the old data in there than it is to do it this way.
00:59So let's just briefly look at our various options.
01:03First of all, let's look at the automated system in Cartweaver.
01:06So here we are back in the Admin, so go ahead and click Site Setup and the
01:10first thing you want go to is Developer Settings, and we want to take the site
01:15now out of Test mode because we did our test transactions in Authorize.Net over
01:19their payment gateway, everything worked, so we're done with that, so we take
01:23it out of Test mode.
01:25And for right now, we want to enable the ability to delete test data.
01:28So let's go ahead and check that and then save changes.
01:32So right now, we see the fact that there is all these orders and all these
01:36customers, well we go down here to Site Setup, and then we go to Delete Test
01:42Data, and we can select what information we want to delete.
01:46Well, we want to keep our products and our options and everything that we've set up there;
01:49we don't want to delete that.
01:51But we do want to delete the Customers and the Orders.
01:55In fact there is only two customers in the database, and if they don't have
01:58orders associated with them, they won't show up. And leaving them in there since
02:02they're test customers may actually make testing easier later on.
02:06So we will leave them in there as well.
02:08But if you have a lot of test orders that you have put in, and a lot of
02:12different test customers and it's really messy, you could go ahead and
02:15delete those as well.
02:16So right now for this purpose, I am just going to delete the test orders.
02:21And it gives us a little warning.
02:22It's important to know that once they're deleted. It's gone.
02:25So it's good to have some warning dialog boxes pop up to let you know.
02:29Then we will say OK and we're ready to go, so start cleanup.
02:34Again, the warning says, deletions cannot be undone, and make sure that you've
02:39only selected what you want to erase.
02:41Now, it's also a really good idea, which I've already done offline, before you do
02:46this, do pull down a copy of your database. Do back it up, just in case
02:51something goes wrong. Because anytime you're bulk deleting data, that's always a
02:55good idea no matter what, to first back up.
02:58So click Start and that's it!
03:02Now, having done that, we go back to the Orders and we see they're gone.
03:06It's all cleaned up.
03:07That's the fastest, easiest way to clean up all your test data.
03:11What if your system doesn't have a feature like this?
03:14What else can you do?
03:15Well, there are a couple of different options.
03:17One, often times a cart provider will give you the script that cleans up the database.
03:22If that's the case, what you'll want to do is come over to your SQL Admin, and
03:27do just what we've done before.
03:28You would go ahead and select your database, and you'd go ahead and select the
03:33SQL, and you'd paste the SQL script that they provide in here, or if you know
03:38SQL and you write your own script, you can put it in here, and then you go ahead
03:42and click Go and that would execute the commands and clean up the files.
03:45Now, let's say you don't have either one of those options.
03:49What do I mean by deleting a test order manually?
03:52Let's go take a look.
03:54Okay, here we are back in the store.
03:56If you remember, we deleted all the orders already.
03:59So let's go ahead and quickly place an order so we have something to deal with.
04:05We have our username, and that's why I left that in there, just makes it easier
04:07for quick tests like this.
04:10Although, it has to be correct, let's try that, there we go!
04:16So let's quickly go through the checkout process, and check out. Okay, that's done!
04:26That being done now, we can go back to the Admin, refresh our Orders page, maybe
04:32I have to log back in, and there is an order.
04:36Again, if there is only one order in the database, it'll show up like this, if
04:39there's multiple orders, it will be a list like we've seen before.
04:43Okay, let's do something.
04:44Let's go take a look at the customer, we've got susie shopper there, and
04:49let's try to delete her.
04:51Can't. Again, if she has orders placed, you can't delete her.
04:55But what if you want to delete the customer?
04:58You have to go from the right direction, and work up.
05:00I will show you what that means.
05:02So we go to Orders, and then we would delete this test order.
05:07Since it isn't processed, we haven't set it to shipped.
05:10If you set it shipped, you're not going to be able to delete it because the
05:14system won't allow you to delete something that's already taken place. Like you
05:19ship the product so that order is permanent. But since you haven't shipped, you
05:23can go ahead and delete this order.
05:27Now, let's go back to Customers and now, we can delete this customer.
05:33Again, just for testing purposes I am going to leave her in here, but the same
05:37way with our other test customer.
05:39Since there's no orders associated with him, I have the option to deleting.
05:44So what you're going to want to do, is find out how your database in your system
05:47works. Most of them support referential integrity like this. So you'll want to
05:52delete the orders first and work your way up, and then delete the customers.
05:57Finally, like I said, the last alternative would be to log directly into the database.
06:02But again, I highly caution you against it.
06:05It's a really easy way to end up having to re-upload your entire database
06:09because you're not exactly sure what link you've broken.
06:12So I would highly recommend either: automated if your system supplies that type
06:17of service or that type of functionality; running a script, or getting somebody
06:22or writing the script; or manually doing it through the Admin.
06:26Main thing is, clean up all the junk data, so once you start to sell, you can
06:29start fresh and move forward from there.
Collapse this transcript
Soft-launching the store
00:00Now we have arrived at the moment we've been waiting for.
00:03Opening your new store for business. There is just a couple more things you need
00:07to do, and then you're ready to really open the doors.
00:10This is a time to proceed with caution.
00:12Remember the developers creed: nothing breaks an application like a user.
00:17No matter how much you test, there is always a few things that you've missed that
00:21real user will find in about five minutes. So what you do?
00:26We do a soft launch.
00:27So, the first thing we need to do is go ahead and set our payment gateways to
00:30live, so we can actually accept true transactions.
00:33So let's do that and again let's say we're using Authorize.net. So we'll scroll
00:39down here and we'll set this to False like that, and then you would save this.
00:47I'm not going to do it right now, because I don't want to send that to my
00:49server, but you'll say that as false and then uploaded to the server.
00:58Then in the case of Authorize.net and some gateways, you now have to go out and
01:01log in to their actual Admin and change to the setting on their end as well.
01:06So, if you need to do that, go ahead and do that and come back and now know
01:10that your site is live.
01:11If somebody finds your site they can actually place an order.
01:14So, the next thing you do is invite over a limited group of loyal customers or
01:19even friends and family.
01:21People who are willing to help and also enjoy your products and are likely to
01:25buy something. Keep the amount of people you invite small. You want to make sure
01:30if any problems arise, you can take care of them quickly and just be dealing
01:34with a few people. Once that's done you're ready to go.
01:37So finally, now that all the work is done the site is up and tested, and you've
01:42tweaked in little problems that have surfaced, you're ready to really start
01:46promoting your store.
Collapse this transcript
14. Promoting the Store
Using Google Analytics
00:00This course is by no means meant to be an in-depth class on Google Analytics,
00:05search engine optimization, or social media marketing, but we'll touch on the
00:08topics enough to hopefully help you see the power and importance of using
00:12Google and social media tools available to promote your site. Let's first look
00:18at Google Analytics.
00:19What is Google Analytics?
00:21Well, simply it's a site traffic and usage reporting engine.
00:25Now you may say, my host provides me with one of those, why would I use Google Analytics?
00:30Well, let's take a look at it and kind of talk about that as we go through.
00:34So here we are in Google Analytics, so let's go ahead and sign in and we're
00:39taken to the homepage.
00:41Now if you've been to Google Analytics before, you may say well that looks a
00:44little different, well here is why.
00:47This is the new version here is the link to the old version and then here
00:52we're in the new version.
00:53We're going to go ahead and look at the new version, because obviously that's
00:57the direction Google analytics is going.
00:59So what we want to do is go ahead and look at our dashboard. And your dashboard
01:04gives you a quick overview of what's going on with your various sites. You
01:09can come over and click and look at different sites and see what's going on.
01:16Now this gives us a wealth of information about the traffic of our site, who's
01:20visiting the site even where they are from and one of things to watch for is the Bounce Rate.
01:26What Bounce Rate means is how many people come into the site look at one
01:30page and then leave.
01:32Now for a blog site that's not really a problem, because a lot of people come
01:36to the one page and that's the content they're looking for. But for an
01:39eCommerce site like your shopping cart site, you want people to go in and click
01:43around and see multiple pages.
01:45So a high Bounce Rate is a bad thing. That means you need to tweak your home page
01:50to invite people into the site better or write better content for your product
01:54so they look around. That's one of the things that you will want to look at.
01:58And the Bounce Rate is something that a lot of search engine tools don't use and
02:02Google Analytics does report on it, so that's a good thing.
02:06Another reason to use Google Analytics, even if you do use another reporting
02:10tool, is the fact that having Google Analytics on your site pretty much
02:14guarantees Google knows where your site is. And that's a good thing, so that's
02:18definitely a side benefit.
02:20So, you can go up to the My Site look and look at profiles or Reports. There is
02:25a lot of reports here, a lot of information.
02:29For more information see Google Analytics Essential Training on the lynda.com
02:34Online Training Library.
02:36Basically, Google Analytics provides a wealth of information about the traffic to
02:40your site, how it's being used, even where the users are from.
02:45All good information to help you in your efforts to market your site.
02:48It's also a sure way to know that Google knows your site is there. Which brings
02:52up the point of SEO or Search Engine Optimization and we'll touch on that next.
Collapse this transcript
Best practices for search engine optimization
00:00Search Engine Optimization is a fairly involved topic.
00:03So I'll won't to attempt to cover everything in this video.
00:06What I will focus on is how to look at your store content with Search Engine
00:10Optimization in mind, and to provide some good spider food.
00:15What is spider food?
00:16Well, let's talk about spiders and indexing for a moment.
00:18Search engine spiders are programs or bots that crawl the web, and basically
00:23read content, then using that information, the search engine indexes or ranks
00:27your site compared to other sites with similar content.
00:30So what do the spiders look at, and in what order?
00:34Well, let's go to Dreamweaver and take a quick look.
00:37So in this little site that we are building, the first thing we will look at is here;
00:42the Title tag.
00:44Now, what is the Title tag and how does it fit in?
00:46Well, if we go out, and look at this page in the browser, we will see, on the
00:52tab, it shows up the name and also at the very top of the browser.
00:58That's what the browser uses, appropriately, to title your page.
01:02Well, Google and many other search engines rank that very high.
01:06They figure if you're going to title your page something, that must be important.
01:10So make sure that it is, make sure it's relevant.
01:13Don't just put Homepage.
01:15Next, we look at down in the Format section here. Go ahead and click on the
01:20Format tab, and see the Heading tags there?
01:23Well, the spiders give weight or priority to content on your page pretty much in
01:28order of those tags.
01:30From Heading 1 all the way down to Heading 6.
01:33After that, they look at paragraph content.
01:36Again, the search engines figure that if you put something in a title, it must be important.
01:41So again, make sure that the titles in your website are important and make sense
01:47for the product category.
01:49Now we've looked at it from a developer standpoint, let's look at it from the
01:53point of adding content to your store.
01:56So let's go ahead and jump out to the store that we've been building.
01:59Let's look at the content of the store now from a search engine standpoint.
02:04When you enter your products, what shows up in your Product menu here are your
02:08categories and subcategories that you've entered in your database.
02:12So the way they are written is important.
02:14For example, Laptop Computers;
02:16you wouldn't want to just say laptops, because that could mean anything.
02:20Laptop Computers is more specific.
02:22It's better spider food.
02:24So think about that when you're creating your content and your categories
02:28and your subcategories.
02:30Next, in order of importance, would be your H tags or title tags.
02:34Well, in your Product Descriptions, the name of your products are listed in H tags.
02:39So you would want to make sure you name your product something that makes sense.
02:43You wouldn't want to just have the brand name;
02:45you'd want to have something descriptive. Even if you do include the brand name,
02:49also say, for example, video camera.
02:52Then the next thing to look at is the content.
02:55So first of all, let's go over to your Admin for a minute, and log in.
03:01Okay, now that we're logged in, let's go back to our site and Refresh.
03:07As we've mentioned before, see the little pencil.
03:09That makes it easier to edit products as we go.
03:11So let's look at the product on the front end from a search engine standpoint.
03:15Let's go ahead and look at the details so we get the full description.
03:19So we'd want to make sure the title is good and the content.
03:23Well, you can see right now we are just using Greek text.
03:26So let's do something about that.
03:27Let's go ahead and Edit that product.
03:30Again, there is the Display Name.
03:32You want to make sure that's descriptive.
03:33That's looking pretty good.
03:34We will leave that as it is.
03:36Now, we go to Descriptions.
03:38Obviously, this Greek text isn't going to do us much good in search engine ranking.
03:42So let's replace that.
03:44We will add-in some descriptive text that makes sense.
03:50First of all, you notice that we say Digital Video Camera, HD Video.
03:56The thing to think about is you want to use Descriptive text that will help
04:00categorize your product.
04:02Now, let's go ahead and add in a long description.
04:10Again, when we create content for the long description, we want to make sure we
04:15use content that people are apt to search on.
04:17That way, our products will be indexed properly.
04:19For example, we use digital HD video, 1080P video, zoom capabilities, and we use
04:28the brand name, again, if we didn't use it in title, in case people are
04:32searching on the brand name.
04:33We want to not only describe the item well, but use the proper terms that people
04:38are apt to be searching on, so that when the search engines index this, it index
04:43this properly and categorize this where we want to be.
04:45Let's save this and now let's go back out to the main site.
04:52So let's go ahead and hit F5 and we can see the information has been replaced
04:58with actual information about this product.
05:01If we go to the Homepage, we will see the short description has been replaced
05:07with the actual information.
05:09That's a good process to go through your store to add in content and also take
05:13time to look at the content from a search engine viewpoint.
05:18One other topic we want to talk about just briefly is so-called search
05:21engine friendly URLs.
05:23There was a time back when Yahoo!
05:26was more of a directory and not an indexing engine, where search engine friendly
05:30URLs were very important.
05:32But now, search engine technology has grown to the point where it's not that important.
05:37In fact, it's not important at all.
05:38What do I mean by search engine friendly URLs, and what's the difference between
05:42that, and a dynamically delivered URL?
05:45Well, let's just quickly look out in amazon.com and let's just go ahead
05:50and click on something.
05:53In the address bar after the domain name, is a long list of variables that's
05:57passed to the database.
05:59In a so-called search engine friendly URL, this would be replaced with an actual
06:05name or actual description.
06:07But again, as far as search engine optimization is not important, Google and
06:12other algorithms have gotten smart enough where they have no problem following
06:16dynamically delivered at URLs.
06:19So any expense or time spent on this would be much better spent refining the
06:24content of your site, so that it describes the content well and gives the
06:28spiders something really to index.
06:31I do recommend that you learn a lot more about Search Engine Optimization
06:34and there are excellent courses available on the topic in the lynda.com Training Library
06:40But following guidelines that we've just talked about, will go a long way just
06:44to help you search engine optimize your store which will drive more traffic to
06:48your store and more sales.
Collapse this transcript
Creating a Google Sitemap
00:00A key element to getting your store scene and properly indexed by Google is
00:04creating and adding a Google validated XML sitemap to your site. Let's look
00:09at what this is and how to create one and get it registered and validated by Google.
00:13First of all what is an XML sitemap?
00:15Well, it's an XML file that lists the pages of your site in a way that the
00:19search engine spiders can quickly digest.
00:22It's a sure way to expose all the content of your site to Google quickly.
00:26So first of all let's create one for your site, we're going to open an example
00:30sitemap file these are available in your course materials and there is the code.
00:35Now the important thing to see here is where it lists YourStoreURL and then down
00:40here another URL for your other page.
00:43There is basically one of these URL lines separated out, so you can see it for
00:49every page of your site, you add those lines to this document and then the
00:53spider comes and quickly crawls through all those links and checks every one of those links.
00:58That's why it's an excellent way to expose all your content quickly to search engines.
01:02So, you want to go in and add the appropriate pages here.
01:06But with a dynamic website for example there may just be one results page or
01:11search results for your products all go to the results page.
01:14So you wouldn't want to just list the Results page once, because it wouldn't
01:18expose all your products.
01:20How do we get around that? Let's take a look.
01:22First of all, let's scroll to the bottom of the file here, so we can add a new
01:25listing and we can see here that we have a products page, well that's good, but
01:31let's look at how to expose more your products. Let's go out to the website
01:35we've been building for a moment and let's look at the URL.
01:38We can see the URL above and it has a product list page, and then it has
01:43the question mark (?)
01:44and a category and the category ID and the secondary category ID.
01:48These are the variables that open the page as we see it and that's different
01:52with every grouping or every page search that we have.
01:56So, what we can do is for each one of our categories, we can browse to the
02:01category listing and then copy the question mark (?)
02:04and then everything after it and on some sites this can be really long.
02:08Then let's go back to our XML file in Dreamweaver and we'll put it here right
02:13after the PHP, so that variable is there.
02:17Okay, so we've got that one. Let's go ahead and pasted in another one and we'll
02:24delete that variable out.
02:28Now let's go to another page and here we're in the Lawn Mowers category. So
02:33let's copy that again including the question mark then let's go back to our XML
02:37document and add that in.
02:40By doing this and listing all your product categories, you'll make sure that
02:44search engine spiders follow these links directly to those categories and expose
02:48all your product and not missing any.
02:50Some shopping cart applications actually do this for you or provide a tool to do
02:55this for you. Cartweaver for example does.
02:58If it doesn't then you'll have to do it like this manually, but either way
03:02it's definitely worth the effort to make sure you're exposing all the data on
03:06your site, all the products and therefore all the product descriptions, to
03:09search engines, because that can really help increase the exposure and the
03:12ranking of your site.
03:14After you created your XML sitemap, you're going to want to register it with Google.
03:18So, how you do that?
03:19Let's just briefly look at Google.
03:22The Google sitemap service is part of the Webmaster tools, so I would recommend
03:26signing up for Webmaster tools account if you haven't already. And then go ahead
03:30and login and then when you come into the site, you'll see listed the sites that
03:38
03:39you have added your webmaster account.
03:41If you need to add a site just go ahead and click here and you can add the site.
03:45Let's go ahead and look at the site. And this gives a lot of information about
03:48your site. But what we're looking at here is right there the sitemap listing.
03:52You'll see this particular site has one registered and the Status is good. And if
03:57you click on that it'll give you information about when the last time it was
04:00spidered and if its approved or not.
04:02Checking this you know that Google is accessing your site and indexing it.
04:07It's an important step to go through.
04:10A Google validated XML sitemap is an important feature to add your site to
04:14ensure that Google not only knows your site is on the Web, but that it has
04:18its best chance of thoroughly and properly indexing it and exposing the
04:22content of all your products.
04:23All this will help get your store better ranking and bring in more
04:26potential customers.
Collapse this transcript
Linking to social networks
00:00Let's take a moment and talk about social media.
00:02Social media is just too big to be ignored when it comes to promoting your site.
00:07Participating and giving you and your store a presence on the social network is
00:11an effective way to promote your business to an ever-growing audience.
00:15First of all you want to create a presence.
00:17Join and participate, sign up for Facebook, on Twitter, maybe start a blog.
00:22Start to participate in the community of social networking.
00:26Once you do that, you can begin to drive traffic to your site and also drive
00:29traffic from your site to your social networking presence.
00:32Remember, it's an opportunity to interact with your customers and that's
00:36extremely important.
00:38Once you have a presence online, don't be afraid to show it off.
00:41You can do this by adding icons to your site in Dreamweaver.
00:44Let's go ahead and look at that.
00:46You can develop this and work it into your site aesthetically. But the point is,
00:50don't be afraid to drive traffic to your social media presence.
00:53I highly recommend that you learn more about social media.
00:56There are excellent courses on the lynda.com Training Library on the topic.
01:00Social media, or as I prefer to call it social networking, is literally changing
01:04the way mankind communicates. It's not a fad.
01:08It's not going away.
01:09And learning more about it and using it to better communicate with your
01:12customers is a huge opportunity.
01:14You've gone through all the time and effort to develop and build your site and
01:18put it online. Don't miss out on one of the best ways to promote it.
Collapse this transcript
Conclusion
Wrap-up
00:00Thank you for watching Building an eCommerce site with Dreamweaver and PHP.
00:04I hope you enjoyed the course and that what you learned will help you develop
00:08eCommerce sites for both you and your clients.
00:11If you would like some more information about some of the topics that we covered
00:13in this course, you may want to look at Dreamweaver CS5 with PHP and MySQL.
00:18This course dives much deeper into the development of actual PHP and MySQL databases.
00:24Another one you might want to look at is Social Media Marketing with
00:27Facebook and Twitter.
00:28So you can promote your new eCommerce Web site, or you might want to look at
00:33Analyzing Your Web Site to Improve SEO.
00:37Another good resource is the Adobe Dreamweaver Forum, especially the Dreamweaver
00:40Application Development Forum.
00:43That forum focuses more on this type of topic where websites are interacting
00:46with databases and it's a good resource.
00:49Finally, since we use Cartweaver as an example, you might want to stop by the
00:53Cartweaver Community Forums.
00:55The forms are dedicated to talking about developing eCommerce sites and there's
00:58a lot of good information to get there.
01:00So I hope you enjoyed this course, and thank you.
Collapse this transcript


Suggested courses to watch next:

Dreamweaver CS5 Essential Training (15h 22m)
James Williamson

Dreamweaver with PHP and MySQL (4h 55m)
David Gassner


Online Marketing Fundamentals (1h 47m)
Lorrie Thomas Ross


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