IntroductionWelcome| 00:00 | (music playing)
| | 00:04 | Hi! I'm Morten Rand-Hendriksen, and
welcome to WordPress Ecommerce WooCommerce.
| | 00:10 | In this course, we'll look at how to
use the WooCommerce plug-in to set up
| | 00:15 | an e-commerce site with WordPress, to sell
physical and digital products and services online.
| | 00:21 | First, we'll look at what WooCommerce
is, and how it works. Then we'll take a
| | 00:27 | deep dive into the configuration
settings of the plug-in. We'll create and
| | 00:32 | configure products with
different prices, options, and variations,
| | 00:37 | and finally, we will add extensions
to the plug-in to manage new payment
| | 00:41 | and shipping options.
| | 00:43 | WooCommerce turns WordPress into a
full-fledged e-commerce solution, making it
| | 00:49 | easy to manage and sell
products and services online.
| | 00:52 | All you have to do is set it
up, and I'm here to show you how.
| | 00:56 | So, let's get cracking with
WordPress Ecommerce WooCommerce.
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| What to know before you start this course| 00:00 | This course focuses on using WooCommerce
plug-in for WordPress to create and
| | 00:05 | manage an online store to sell products.
| | 00:08 | It's important that you have a clear
understanding of how to configure and use a
| | 00:12 | WordPress site, so you can follow
along with me through the course.
| | 00:16 | If you don't already have a WordPress
site set up, or if this is the first time
| | 00:21 | you are using WordPress, I urge you to
go watch my WordPress Essential Training
| | 00:26 | course here in the lynda.com Online
Training Library, and then come back to the
| | 00:30 | course when you're done.
| | 00:33 | To be able to follow along, you must
already have a WordPress site to work with
| | 00:37 | either installed on your
local computer, or live on the Web.
| | 00:41 | The WordPress Essential Training course shows
you how to install WordPress on an external host.
| | 00:47 | If you want to install WordPress on
your local computer, be it a Windows
| | 00:51 | computer, or a Mac computer, for
experimental purposes, you should go check out
| | 00:56 | my Installing and Running WordPress Series
in the lynda.com Online Training Library.
| | 01:01 | In this series, I demonstrate different
ways you can install WordPress on your
| | 01:05 | computer, be it a Windows computer, or
a Mac computer, using different tools.
| | 01:11 | Before embarking on building an e-commerce
site, it is also important you have
| | 01:15 | made the necessary preparations, and
that you have a clear idea of what is
| | 01:19 | required, and what it
entails to create a store online.
| | 01:23 | To give you the tools you need, and
help you make the important decisions, and
| | 01:27 | think through the many aspects of
e-commerce before diving into the technical
| | 01:31 | minutiae, I've created a course called
WordPress Ecommerce: Core Concepts that
| | 01:37 | you should watch in full
before continuing.
| | 01:40 | With an understanding
of how WordPress works,
| | 01:43 | a WordPress site to work with, and the
WordPress Ecommerce Core Concepts course
| | 01:48 | in hand, you will have a solid footing
to stand on when we dive into how to use
| | 01:53 | WooCommerce to build an
e-commerce site with WordPress.
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1. Getting StartedWhat is WooCommerce?| 00:00 | Throughout this course, we'll be using
the WooCommerce plug-in to add e-commerce
| | 00:04 | functionality to a WordPress site.
| | 00:07 | But before we start, I thought I'd
give you a better idea of what WooCommerce
| | 00:11 | is, and where it came from.
| | 00:13 | WooCommerce is a free plug-in managed
by WooThemes, and WooThemes is a premium
| | 00:18 | theme foundry that sells
premium themes, and premium plug-ins.
| | 00:21 | So, it might seem like a bit of your
contradiction in terms that WooThemes, a
| | 00:25 | premium theme foundry, is giving away
WooCommerce, an e-commerce plug-in, for free.
| | 00:30 | Well, it has its reasons.
| | 00:32 | WooThemes also specializes in making
WooCommerce themes that are customized
| | 00:37 | to work with the plug-in, but that doesn't
mean you have to use one of their themes.
| | 00:41 | WooCommerce, the e-commerce plug-in,
works with any theme, and can work on any
| | 00:46 | WordPress site for free.
| | 00:48 | You can get WooCommerce by going to
the woothemes.com Web site, and hitting the
| | 00:53 | WooCommerce tab up here.
| | 00:54 | This is also where you
find more information,
| | 00:56 | like this page, which
is the About WooCommerce page.
| | 00:59 | It has a video outlining how WooCommerce
works, it has further information, and
| | 01:04 | lots of fancy graphics, and
some cool demos of how it works.
| | 01:09 | You can also find Extensions, which
are additional plug-ins that work with
| | 01:13 | WooCommerce to add things, like shipping
options, or payment options, or other new features.
| | 01:18 | You can find Themes that are
customized to work with WooCommerce. You can
| | 01:23 | also find other themes online that
are customized to work with WooCommerce.
| | 01:27 | You can even find themes from
other themes foundries that sell themes
| | 01:31 | customized for WooCommerce.
| | 01:33 | You can find documentation, where you
can read up on how WooCommerce works, and
| | 01:37 | how you can extend it, and there's even
a Community Forum, where you can search
| | 01:41 | for question and answers, and
you can ask your own answers.
| | 01:45 | WooCommerce was originally launched in
September 2011, and WooCommerce 2.0 was
| | 01:51 | released in March 2013. That's
the version we'll be working with.
| | 01:55 | WooCommerce is open source
in the true sense of the word;
| | 01:59 | the source code for
WooCommerce is available on GitHub.
| | 02:03 | GitHub is an online code repository
where people can publish their code, and then
| | 02:07 | others can either collaborate on the
code, they can fork it, so make their own
| | 02:11 | version of it, they can submit issues,
and also submit fixes to the code itself.
| | 02:17 | If you want to see the bleeding edge
version of WooCommerce -- the current most
| | 02:21 | up to date version there is -- or you
want to contribute to WooCommerce in some
| | 02:25 | way, or report an issue, you can do
all of that by going to github.com, and
| | 02:31 | looking up for WooCommerce.
| | 02:32 | Because WooCommerce is a free plug-in,
you can also find it under the
| | 02:36 | WordPress.org plug-in directory, and
this is probably the easiest way to
| | 02:39 | install WooCommerce. You simply log in
to WordPress, and then you can install
| | 02:43 | it from the admin panel.
| | 02:44 | What's really cool is, because it's in
the plug-in directory, you can also see
| | 02:49 | information about the plug-in here;
| | 02:51 | you can see the star ratings
from other WordPress users,
| | 02:54 | and you can also find information
about the key authors, and the compatibility
| | 02:58 | for different WordPress versions, and
there's even links to forum entries.
| | 03:03 | Because of its agile open source
development status and popularity, WooCommerce
| | 03:08 | is a modern and trustworthy solution,
and because of competition in the
| | 03:12 | marketplace, new updates, additions,
and functionalities are constantly being
| | 03:17 | added to keep it at front of the pack.
| | 03:20 | This makes it an ideal platform
for you to build your WordPress-based
| | 03:23 | e-commerce site on.
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| Setting up WordPress for ecommerce| 00:00 | I like to say that you should always
start with a clean slate whenever you start
| | 00:04 | a new WordPress project.
| | 00:06 | In many cases, this may seem like a lot
of extra work, especially if you already
| | 00:10 | have an existing site, and you just
want to add e-commerce to it, but as you'll
| | 00:15 | see, when you create an e-commerce
site, your visitors will expect certain
| | 00:19 | elements to be on that site, and
those elements may conflict with existing
| | 00:23 | elements on your site, making it
difficult to get everything set up right.
| | 00:26 | Throughout this course, I'll be
building a site using the Stock 2012 theme in
| | 00:31 | WordPress, and I'll be focusing mainly
on how to use the WooCommerce plug-in, and
| | 00:36 | set up the site so that it
works well as an e-commerce site.
| | 00:39 | That means you can choose to follow
along using 2012 as your theme, or you
| | 00:44 | can follow along using any other theme. It
doesn't really make all that much difference.
| | 00:48 | So, let's take a look at how I would set
this site up before I even add WooCommerce.
| | 00:53 | As I said, they are certain elements
that the visitor will expect. Elements
| | 00:57 | like a privacy policy page, a terms
and conditions page, an about page, and
| | 01:03 | also a contact page.
| | 01:04 | I have already created these three pages.
| | 01:07 | If we go into one of them, you'll see they're
just standard text pages with some information.
| | 01:11 | I can't give you a template for
the privacy policy, and the terms and
| | 01:15 | conditions pages, because these will
change depending on your particular store,
| | 01:19 | and this is a legal document that you
need to get written up, and that has to
| | 01:24 | apply to your specific business.
| | 01:26 | What I can say is that you should
always have these pages, so if you don't,
| | 01:29 | you should do your research, and find
the right type of privacy policy, and the
| | 01:34 | right type of terms and
conditions page to add to your site.
| | 01:37 | I want a contact page that has information
about my business, and how I can be
| | 01:41 | contacted, and that also has a contact
form, and I'll explain why in a second. So,
| | 01:46 | let's first create the page.
| | 01:47 | I can go to my toolbar here, and select
New, and Page to create a new page, or I
| | 01:52 | can go to the Admin panel, go
down to Pages, and select Add New.
| | 01:56 | Here I'm simply going to type Contact
as my page title, and then I'll put in
| | 02:02 | some information about my business.
| | 02:07 | Now, if I had a visiting address for
my business, I would put that here, along
| | 02:12 | with maybe a mailing address, and a phone number,
but what I want to do is add a contact form.
| | 02:17 | The reason why I want to add a contact
form instead of adding my e-mail address
| | 02:21 | is that, first of all, if I add an e-mail
address into a page on the Internet, there
| | 02:26 | are spambots online that will search
for the e-mail address, find it, and start
| | 02:30 | sending garbage e-mail to me,
and I don't want to manage that.
| | 02:34 | The second reason is I want to be able
to control what kind of information I get
| | 02:38 | from the people that
submit questions to me.
| | 02:40 | If I setup an e-mail address, people
can send whatever they want, and I don't
| | 02:45 | really have control of what information
I gather from them, but if, for example,
| | 02:49 | I want to get the phone number for
everyone who contacts me, I can do that
| | 02:53 | using an e-mail form.
| | 02:55 | WordPress, out of the box, doesn't provide
you with an e-mail form, but we can add
| | 02:59 | one using a simple plug-in, so I'm going to
save this page as a draft, then I'll go
| | 03:04 | to Plugins, click Add New, and
from here I'll search for grunion.
| | 03:12 | This gives me this plug-in here called
Grunion Contact Form. I'll click Install
| | 03:16 | Now, click OK, the plug-in is downloaded,
and installed, and I can activate it.
| | 03:23 | What I like about it is that it's
easy to configure, and that any response
| | 03:28 | that comes in through the plug-in gets stored
here under this new menu item called Feedbacks.
| | 03:33 | So, let's add the form into the page.
| | 03:35 | I'll go back to Pages, select All Pages,
find my Contact page, which is currently
| | 03:40 | in Draft. I'll place my cursor on the
next line, where I want the form to appear,
| | 03:47 | and I'll simply click this new
form button that's been added to my page.
| | 03:51 | Here I can create a new form, and as you
see, there's a default form. It has
| | 03:56 | Name, Email, Website, and Comment as
standard questions. I want to add a new
| | 04:01 | field, so click on Add a new field here.
I'll call the new field Phone, I'll
| | 04:06 | leave it as a text field, I'll check
Required, click Save this field, and then
| | 04:12 | I'll grab it, and move it up under Email.
| | 04:15 | Now I have the form I want, and if you
want to, you can also add other elements,
| | 04:19 | like a question that says, where did you
find us? And other kinds of information.
| | 04:23 | And if I want to, I can also go and
set up Email notifications, so I can control
| | 04:27 | where the e-mails are sent once the form
is filled out. When I'm done, I scroll
| | 04:31 | down, click Add this form to my post,
and you'll see the form is actually
| | 04:36 | entered as a group of short calls, so
it's very easy to control, even if you
| | 04:40 | don't want to use the graphic interface.
| | 04:42 | Now that I have my form inserted, I'll
click Publish to publish the page, and click
| | 04:47 | View Page to see it.
| | 04:49 | Now you can see I have a Contact page
that has the information I typed in, I
| | 04:53 | have a contact form, but when I scroll down
to the bottom, you see I also have comments.
| | 04:58 | Now, comments don't make much sense
on pages, and if you scroll back up
| | 05:02 | again, you'll see I also have comments under
the Privacy Policy page, and the other pages.
| | 05:06 | So, I'm going to go and turn off comments
on all my pages, so I'll go back to the
| | 05:11 | Dashboard, go to Pages, select all the
pages, going to Bulk Action, and click
| | 05:18 | Edit, and Apply, and then I'll
change Comments here to Do not allow.
| | 05:24 | That way I am disallowing comments for
all my pages, and as we add more pages,
| | 05:28 | you need to do this, so that you
don't get comments on your shop pages.
| | 05:32 | There are two more things
I want to do here.
| | 05:34 | If you go to the front page, you'll see
my menu is alphabetical currently. I want
| | 05:39 | to change that, so that the
menu becomes easier to manage.
| | 05:41 | For example, I want the Contact
page to be at the very end of the menu.
| | 05:45 | To do that, I need to create a new menu,
so I'll go back up to the toolbar, and
| | 05:50 | select Menus. Here I can create a new
menu, so I'll call it Main Menu, click
| | 05:55 | Create Menu, then I'll scroll down
to Pages, click View All, select all the
| | 06:01 | pages, click Add to Menu, and here I can
re-organize the pages in any way I want,
| | 06:07 | so I'm going to grab
Contact, and pull it to the bottom.
| | 06:10 | I also want to stack Privacy Policy and
Terms & Conditions under a button called
| | 06:15 | Legal, so I'm going to create a
button that goes nowhere by putting a pound
| | 06:20 | sign after URL. Then I'll call it
Legal, click Add to Menu, pull it up where
| | 06:25 | I want it to be, and then dock the two
other items underneath it, so that they
| | 06:30 | are children of the Main Menu item.
| | 06:32 | I'll save my menu, go to Theme
Locations, and assign Main Menu to the Primary
| | 06:38 | Menu. Click Save again, and now when I go
to the front page, you'll see we have a
| | 06:45 | Home button, an About button. When I
hover over Legal, you see the two legal
| | 06:49 | buttons, and we have the Contact button.
| | 06:51 | The final thing I want to do before we
get started is set up permalinks. You'll
| | 06:56 | see right now if I click on About here, the
URL to the page is question mark page_id=4.
| | 07:03 | This makes sense for computers, but it
doesn't really make sense for humans, so
| | 07:07 | I want to change that, so
that it says About instead.
| | 07:10 | If I go to the Dashboard, and go down
to Settings, and Permalinks, I'm going to
| | 07:15 | change the settings from Default to Post
name> Click Save Changes, go back to the
| | 07:22 | front page, click About again, and now
you see it says About, and if I went to
| | 07:27 | Contact, you'll see it says Contact.
| | 07:29 | That way, we have human readable permalinks,
and this will become very important
| | 07:33 | when we set up our shop.
| | 07:35 | By planning and setting up key elements
for your e-commerce site before you
| | 07:39 | start working on the e-commerce solution
itself, you won't get distracted by, or
| | 07:44 | forget key components of the site
when you start working with the plug-in,
| | 07:48 | because as you'll see shortly,
once you get into the nitty-gritty of
| | 07:51 | WooCommerce, everything else will
start fading into the background.
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2. Setting Up Shop with WooCommerceGetting and installing WooCommerce| 00:00 | Now that you've prepared and configured
your site, it's time to get and install
| | 00:05 | the WooCommerce plugging.
| | 00:06 | Like I said previously, you can get
WooCommerce from several different
| | 00:10 | locations. You can either go to the
WooThemes Web site, and click on WooCommerce,
| | 00:15 | and from here, if you scroll down, you
find the Download WooCommerce button.
| | 00:20 | If you want to download it from WooThemes,
you have to sign up for a WooThemes
| | 00:24 | account. It's free, and if you plan on
extending WooCommerce at some point in
| | 00:29 | the future by buying extensions, or
buying themes, you may as well do that
| | 00:34 | right now, so that you have an account with
WooThemes for when you want to make purchases.
| | 00:38 | An account is also useful if you want
to use the forums to ask questions or
| | 00:43 | find more information.
| | 00:44 | Because WooCommerce is a free plug-in,
you can also get a directory from the
| | 00:48 | wordpress.org plug-in directory, either
by downloading it from this page, or more
| | 00:53 | easily by going to your admin panel,
go into Plugins, and click Add New.
| | 00:59 | From here, you can simply search for
WooCommerce. You'll find the plug-in
| | 01:04 | called WooCommerce - excelling Ecommerce,
and it's currently at version 2.0.3.
| | 01:11 | When you click Install Now, and OK, it
gets downloaded and installed into your
| | 01:16 | site, and once installed, you can
click Activate Plugin, and the plug-in gets
| | 01:22 | added into your site.
| | 01:23 | Once the plug-in is added in and
activated, you can tell right away, because
| | 01:29 | one, you have this large pink bar at the
top that says, Welcome to WooCommerce -
| | 01:34 | You're almost ready to start selling.
And you see we have two new buttons in
| | 01:38 | our main menu here;
| | 01:39 | one called WooCommerce,
and one called Products.
| | 01:43 | This means the plug-in is installed,
and activated, and it's working properly.
| | 01:47 | Now it's time to set it up.
| | 01:49 | There, with just a few clicks of your
mouse, you've enabled your WordPress site
| | 01:53 | to become a full-fledged e-commerce
solution, allowing you to sell whatever you
| | 01:58 | want, to whomever you
want, through your Website.
| | 02:01 | That is, after you've configured everything,
and added your products, and set
| | 02:05 | everything up, and that's next.
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| Initial configuration| 00:00 | When the WooCommerce plug-in is installed,
and activated, there are a couple of
| | 00:04 | steps you need to take to finish
setting up the plug-in, and also ensure that
| | 00:08 | it's working properly.
| | 00:09 | When you activated WooCommerce, you
immediately got this large pink panel at
| | 00:14 | the very top of your site that says,
Welcome to WooCommerce - You're almost
| | 00:18 | ready to start selling,
| | 00:19 | and then it has a button here that says
Install WooCommerce Pages, and this is
| | 00:24 | an important step to start off with.
| | 00:26 | Before we do anything, let's just take
a quick look at our pages currently.
| | 00:30 | When I go to Pages,
you'll see I have four pages;
| | 00:33 | I have About, Contact, Privacy Policy,
and Terms & Conditions, and all these are
| | 00:38 | pages I created myself.
| | 00:39 | Now WooCommerce needs to add its own
set of pages to our site, so that we have a
| | 00:46 | shop page, and a shopping cart, and a
checkout page, and all these other elements
| | 00:51 | for the e-commerce
solution to work properly.
| | 00:54 | You can do this manually, but it takes
a bit of time, so it's much easier to
| | 00:58 | simply click the Install
WooCommerce Pages button.
| | 01:01 | Once you click the button, you're
immediately taken to this Welcome to
| | 01:05 | WooCommerce page, which is very
similar to the Welcome to WordPress page.
| | 01:09 | Here you get information about the
newest version, you get some highlights about
| | 01:13 | how it works, you get some screen grabs,
and some examples of new features, and
| | 01:20 | there's lots of information on this page.
| | 01:22 | But what really happened happened
behind the scenes, and if we go to Pages, you
| | 01:27 | can see we now have a
whole series of new pages;
| | 01:29 | Cart, Checkout, Order Received, and so on.
| | 01:34 | All in all, WooCommerce will add 10
new pages to your site, and now that those
| | 01:39 | pages have been added, we need to add
them into our menu, because if you go to
| | 01:44 | the front page, you'll see our menu is
still the same as it was before, because
| | 01:48 | this is our custom menu, so now it's
our job to go and set up the menu to have
| | 01:53 | all of the new WooCommerce features.
| | 01:55 | So, I'll go back to Menus here, and
then I can add in the new menu items.
| | 01:59 | So, as you can see, they all appear
under View All, under Pages, so you can see
| | 02:05 | all the new pages, and here I can start
adding the pages in, so I'm going to do
| | 02:10 | them a bit at a time.
| | 02:11 | So, first I have the Shop page, and I
also have the Cart page, so I'm going to
| | 02:16 | add those two first.
| | 02:17 | I'll put the Shop page
directly under Home.
| | 02:19 | Then I'll also put the Cart page directly
after Shop, because this makes sense;
| | 02:23 | you go to the shop,
and then you go to the Cart.
| | 02:26 | Now I'm going to add the Checkout pages,
so I'll click on the three of them, and
| | 02:31 | add them to the menu, and I'll dock
them like they are in the hierarchy here.
| | 02:35 | Then I can put the Checkout after Cart,
and then I'm going to add the My Account
| | 02:41 | pages, and I'll add those at
the very end here after Contact.
| | 02:45 | So, I'll select all of those pages, and
once again, I will dock these just like
| | 02:55 | they are in the hierarchy. Click Save
Menu, go back to the front page, and here
| | 03:01 | you see all my new menu items:
| | 03:04 | Shop, Cart, Checkout, with the sub-items,
and My Account, with all the sub-items.
| | 03:10 | Now, the way you set up your menu is
completely up to you. I'm just laying it
| | 03:15 | out in the way I think is rational, but
you can change this in any way you want
| | 03:19 | to. There's no absolute right
way or wrong way to do this.
| | 03:22 | Generally, you just want to provide
enough links on your main menu for people to
| | 03:26 | easily find what they're looking for,
and to me, right now, this looks like a
| | 03:31 | logical way of doing that.
| | 03:32 | Now that you have all the pieces put
together, and your site is configured, so
| | 03:36 | that it's easy for your visitors to
find what they're looking for, we can dive
| | 03:40 | deeper into the
configurations of WooCommerce itself.
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| Installing sample product data| 00:00 | If you don't have your product data
ready to add to your site, or if you just
| | 00:05 | want to experiment with some sample
products while you're learning how to use
| | 00:10 | WooCommerce, you can install the sample
product data that ships with the plug-in.
| | 00:14 | This is done through the WordPress Importer.
| | 00:17 | So, before we do anything, we need
to install the WordPress Importer.
| | 00:20 | If you go to the backend of your site,
and you go down to Tools, you'll find
| | 00:25 | that here you have an option called
Import, and this can be used to import all
| | 00:30 | sorts of content into WordPress.
| | 00:32 | Now, because WooCommerce works with the
core functionality of WordPress, every
| | 00:37 | product you add to WooCommerce is
actually just a new custom post, because the
| | 00:43 | products are just a custom
post type under WordPress.
| | 00:47 | That means we can use the standard
WordPress Importer to import existing
| | 00:52 | content from WooCommerce.
| | 00:54 | To do so, you first need to install
the WordPress Importer, so you select
| | 00:58 | WordPress from the list here.
| | 01:00 | This will automatically take
you to the page for installing the
| | 01:02 | WordPress Importer.
| | 01:03 | So, you click Install Now, the Importer
is installed, and then you can click
| | 01:09 | Activate Plugin & Run Importer right here.
| | 01:12 | So, where is this sample product data?
| | 01:14 | Well, if you go to your WordPress
installation, either on your server, or on
| | 01:18 | your computer -- it's here on my
computer -- you can go wp-content, and then
| | 01:23 | plugins, and find woocommerce.
| | 01:26 | This is where WooCommerce was installed when
we auto installed the plug-in into WordPress.
| | 01:31 | When you go into the woocommerce folder,
you will find here you have an xml file
| | 01:35 | called dummy_data, and this is the
import file that we're going to use.
| | 01:41 | So ,I'm going to go to Choose File here,
navigate to my WordPress installation,
| | 01:44 | wp-content, plugins, woocommerce, and
scroll down and find dummy_data XML.
| | 01:53 | I'll open this file, click Upload file
and import, and then I have to select who
| | 01:59 | is going to be the author for these
new products, because just like a post,
| | 02:03 | every product needs an author.
| | 02:05 | So, I'll Select myself here, or you
can set a new name if you want to.
| | 02:09 | I'm also going to check this Download
and import file attachments, because I
| | 02:14 | want to pull all of the images, and
whatever else I need to make these products
| | 02:18 | work off the Internet.
| | 02:20 | This does require an Internet connection
to make it work, so if this is on a
| | 02:25 | local computer, make sure that it's
connected, and working with Internet right
| | 02:28 | now, and then click Submit.
| | 02:30 | The Importer will now run through the
file, find all the information, create new
| | 02:35 | posts with that information, import
whatever images are necessary from the
| | 02:40 | existing site somewhere on the
Web, and make everything work.
| | 02:44 | If it all worked properly, you'll
get this message: All done, Have fun!
| | 02:48 | And now if you go to Products, you'll see
we have a long list of Products, and if
| | 02:55 | you go to the front page, and select
Shop, you'll see here we have all the
| | 02:59 | products displayed; we can sort it by
different variables, you can select the
| | 03:05 | products, and we can also buy a product.
| | 03:08 | The sample data for WooCommerce makes
it easier to see how the plug-in behaves.
| | 03:13 | Just keep in mind that you are not
actually in possession of these products, so
| | 03:17 | if you put this up on a live site,
people will try to purchase products from you
| | 03:22 | that you don't have.
| | 03:22 | In other words, if you use the sample data,
only use it on sites that are not live
| | 03:28 | to the Web, or if you insist on putting
them live on the Web, make sure it's
| | 03:32 | clear to people who visit the site or
stumble upon it that this is not an actual
| | 03:36 | site where they can buy these products.
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| A tour of WooCommerce| 00:00 | Now that the sample data has been
installed on the site, we can take a look at
| | 00:04 | the user experience from
the view of the customer.
| | 00:07 | As you can see here, when we go to the
Shop page, we have a nice index of all the
| | 00:12 | products that are available to us.
| | 00:14 | If you scroll down, you can navigate to
other products using this page navigation.
| | 00:19 | You can also organize the products based
on popularity, average rating, newness,
| | 00:25 | price low to high, or price high to low,
and we can go in and take a look at any
| | 00:31 | one of these items individually.
| | 00:32 | For example, I can look at this
kettle, and when I go into it, you'll see we
| | 00:37 | find it under Appliances, we have the
title of the kettle, we have the price,
| | 00:41 | there is a short description, you can add it
to the cart, and you can add as many as you want.
| | 00:46 | We can take a look at all the images, so
you can click on any image, and see it.
| | 00:50 | You also see a thumbnail gallery of all
the other images down here, and you can
| | 00:54 | either navigate based on the
gallery, or based on regular navigation.
| | 00:58 | Scrolling further down, you get a long
product description, along with reviews, if
| | 01:03 | there are any, and a star
rating, based on the reviews.
| | 01:05 | At the bottom, you also have links to
related products, and in some cases, to upsells.
| | 01:11 | When we add the product to our cart --
let's say I'll add 2 -- we'll get a nice
| | 01:16 | display saying that we
added it to the cart.
| | 01:19 | I can go view the cart, and here you
see the product. I can make changes to it
| | 01:23 | if I want to. I can also delete it,
| | 01:26 | I can apply my coupon, and I can
proceed to checkout, and from here, I can
| | 01:31 | log in, I can put in my customer information, I
can preview my order, and I can make a payment.
| | 01:39 | As you can see, the user experience
from WooCommerce is really great for the
| | 01:44 | customer, and when we start customizing
the plug-in, you'll see that that user
| | 01:49 | experience is just as
good for you as a site owner.
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| General settings| 00:00 | When you start working with WooCommerce,
the first thing you need to do is
| | 00:04 | go through all the settings, and configure
the plug-in to work to your specifications.
| | 00:09 | WooCommerce has a lot of options, and
allows for configurations on a very deep level.
| | 00:14 | In the following movies, we will look at
all the different configuration settings,
| | 00:18 | and how they affect the site.
| | 00:20 | The configuration settings from
WooCommerce can be found in the admin panel,
| | 00:25 | under WooCommerce, and Settings.
| | 00:28 | And from here you have tabs for
each individual layer of settings.
| | 00:33 | Let's take a look at the
General settings first.
| | 00:35 | Off the top, you need to set a base
location, and other information about where
| | 00:40 | your shop is located.
| | 00:42 | You will place it where you currently
are. In my case, I am in the United States,
| | 00:47 | and I am in California, and as you can
see, I can set the exact State that I am
| | 00:52 | located in from this dropdown, so here
is California. I can also set a currency,
| | 00:56 | and here you should
set your local currency.
| | 00:58 | So, in my case, it's US Dollars.
| | 01:00 | And below you can set Allowed Countries.
This is what countries customers are
| | 01:05 | allowed to purchase from.
| | 01:07 | If you leave it at All Countries, anyone
can purchase a product from anywhere in
| | 01:10 | the world, and if you are going to ship
these products, that may not be a good
| | 01:15 | idea, unless you are willing to
ship everywhere, all over the world.
| | 01:18 | If you want to restrict what countries
people can purchase products from, you can
| | 01:21 | drop this down,
and select Specific Countries.
| | 01:24 | If you want to control which countries
people can purchase products from, you
| | 01:29 | can drop this down, select Specific
Countries, and then you can type-in the
| | 01:33 | countries you want to target; in
my case, United States, and Canada,
| | 01:38 | and that way, only customers that are
in United States or Canada can purchase
| | 01:43 | products from my store.
| | 01:44 | Directly below this, we
have this Store Notice option.
| | 01:47 | If you click the Enable option here
you get a default store notice that says,
| | 01:52 | this is a demo store for testing purposes,
and here you see, if you remember from
| | 01:56 | a previous movie, I said, if you add
the sample data, you'll also need to add a
| | 02:01 | warning saying that this is sample data.
Well, this is how you would do that.
| | 02:04 | But the Store Notice can also be used
for other things; you could put in notices
| | 02:08 | about some updates, or whatever you
want, and you just place it right here.
| | 02:13 | Scrolling down, we have information
about Cart, Checkout and Accounts.
| | 02:18 | Off the top here, we can enable
or disable the use of Coupons.
| | 02:22 | By default, it's enabled, meaning there
will always be this Coupon field in the
| | 02:27 | Cart and Checkout area, but if you're
not going to use coupons, you can turn it
| | 02:31 | off, and that way the customers won't
think they'll be able to get coupons when
| | 02:35 | they can't. You can also
enable a guest checkout.
| | 02:38 | This means people don't have to set up
an account or have an account to be able
| | 02:42 | to purchase products.
| | 02:43 | Whether or not you want to do this
depends on how you are going to run your store.
| | 02:47 | If you think that people are going to
keep coming back, and buy more products, or
| | 02:51 | if you think the people are likely to,
for instance, surf your site, put things
| | 02:55 | in their carts, and then log in later to
purchase them, you should leave this unchecked.
| | 03:00 | That way you're forcing your
customers to set up an account, and their
| | 03:04 | information can be stored.
| | 03:06 | Next, you can enable a customer note
field on the checkout. This means the
| | 03:10 | customer can leave a note for you.
| | 03:12 | This can be good if you have something
like customizable products, or if you want
| | 03:17 | more information from the customer, or
you can take it off; it depends on how you
| | 03:20 | want to run your store.
| | 03:21 | The next option is very important:
| | 03:23 | Force secure checkout.
| | 03:25 | If you watched my WordPress Ecommerce
Core Concepts course, you'll remember that
| | 03:30 | I said you need an SSL certificate for
your WordPress e-commerce site to make
| | 03:35 | sure the information that's sent from
your customer to your server is secure.
| | 03:39 | This is where it kicks in.
| | 03:41 | Once you have the SSL certificate, you
should check this box; that way you're
| | 03:45 | forcing the SSL certificate on the
checkout pages, and that's because SSL
| | 03:51 | certificates are inherently
wonky, and they drop in and out.
| | 03:55 | You have probably seen that if you're
logged into a secure site, like Facebook;
| | 03:58 | that sometimes that padlock at the top
of your Bbrowser here breaks, and that way,
| | 04:03 | you are on a non-secure site, even
though you should be on a secured one.
| | 04:07 | Well, this option ensures that when the
customer is on the checkout page, where
| | 04:12 | they are going to enter their private
information, and also possibly their credit
| | 04:16 | card information, they will be
on a secure line no matter what.
| | 04:20 | If you're going to check this, meaning
you have an SSL certificate, you should
| | 04:24 | also check the next one: Un-force
HTTPS when leaving the checkout, because if you
| | 04:29 | have a wonky SSL certificate, or there
is something else going wrong, and you're
| | 04:33 | forcing the SSL onto absolutely
every page on your site, it will get very
| | 04:38 | frustrating for your customer.
| | 04:39 | The only place you really need the SSL
is for the checkout, so leaving this one
| | 04:43 | checked as well makes sure that the
customer experience will be good, and
| | 04:47 | secure at the same time.
| | 04:49 | Now, if this is just an experiment site,
or if you don't have an SSL certificate,
| | 04:54 | you need to uncheck both of these;
otherwise you won't be able to go through the
| | 04:58 | whole process, and your checkout will crash.
| | 05:01 | Under Registration, you can set where
people can register for an account. You can
| | 05:06 | allow registration on the checkout
page; this is highly recommended.
| | 05:10 | You can also allow registration on the
My Accounts page, which is one of the
| | 05:14 | menu items on your Menu.
| | 05:15 | That might also be a good idea, because
if people come to the site for the first
| | 05:19 | time, they might just click on My Account
right away to create an account.
| | 05:23 | The next option says Register using
the email address for the username.
| | 05:28 | I would suggest checking this. That way
the customer doesn't have to come up with
| | 05:32 | a username, but it's automatically
set to their e-mail address.
| | 05:35 | Again, this is up to you, but to make
the customer experience a little bit
| | 05:39 | better, you might want to leave this
checked, so that the customer doesn't have to
| | 05:43 | come up with a username, only to discover
that the username they want is already
| | 05:46 | taken by someone else, and then they
have to come up with another one, and then
| | 05:50 | they will just forget the username.
| | 05:52 | Under Customer Accounts, you can prevent
your customers from accessing WordPress admin.
| | 05:55 | Now, this sounds more ominous than it is.
| | 05:58 | If you leave this unchecked, your
customers can get into the admin pages in
| | 06:02 | WordPress, but they can only get to
their own personal information, so they can
| | 06:06 | change the information.
| | 06:07 | But WooCommerce allows you to change that
same information on the front end of the site,
| | 06:11 | so you should leave this one checked,
so that they don't see the WordPress
| | 06:16 | backend of your site when they log in.
| | 06:18 | You don't have to, and it's not going
to make the site any more or less secure.
| | 06:22 | It's just that if you leave this unchecked,
they can land on the WordPress page,
| | 06:26 | and it takes away some of the illusion
of this being a really nice e-commerce site.
| | 06:30 | You can also choose if you want to
clear the cart when people log out.
| | 06:35 | If you think your customers are going
to go shopping on your site, and put items
| | 06:38 | in the cart, and then log out, and
maybe log in later from home, leaving this
| | 06:42 | unchecked is a good idea,
| | 06:44 | but if you don't want to store customer
information, like what they have put
| | 06:48 | in their carts, you can check it, and
that way it will be cleared out every
| | 06:52 | time people log out.
| | 06:53 | Finally, you can allow customers to
repurchase orders from their account page,
| | 06:57 | meaning, if they buy a product, and
they are likely to buy that same product
| | 07:01 | again -- maybe it's a perishable product, or
it's a product that's used up -- then you
| | 07:05 | can leave it in their account, so that
they can go into the Account page, and
| | 07:09 | re-purchase the product, without
having to go through the shop experience.
| | 07:13 | Scrolling down, you have
options for Styles and Scripts.
| | 07:16 | From here you can enable or disable the
WooCommerce CSS. This is a developer option.
| | 07:22 | If you are a developer, or a designer,
and you want to take over control over the
| | 07:26 | appearance of WooCommerce on the
front end, you can turn the CSS off here, and
| | 07:31 | then write your own CSS to
restyle the entire site completely.
| | 07:36 | If you do this, I highly encourage you
to use the WooCommerce CSS file as the
| | 07:41 | template for your new CSS file, so you
don't overlook items and accidentally
| | 07:46 | deliver content that
is not styled properly.
| | 07:49 | For most cases, I would leave this checked,
and then just change the style colors.
| | 07:54 | You see them down here. You have the
default colors, but you can change this to
| | 07:58 | any color you want to match the
color scheme of your particular site.
| | 08:02 | You can also choose to enable the
Lightbox, This is that function where if
| | 08:05 | you click on a product image, it
pops up in a Lightbox. You can disable it
| | 08:09 | if you don't want to use it, and you
can also enable or disable the enhanced
| | 08:14 | country select boxes.
| | 08:16 | At the bottom of the General settings,
you have Downloadable product settings.
| | 08:19 | Here you can decide what type of file
download method you want to use. You have
| | 08:24 | the choice between Force Downloads, and
two other options. By default, leave it at
| | 08:29 | Force Downloads,
unless you want to change it.
| | 08:32 | You can also check whether or not you
want the downloads to require a login,
| | 08:36 | meaning people have to be
logged in to download.
| | 08:38 | I recommend checking this, so that you
don't have a situation where someone
| | 08:42 | buys a product, and then sends a link to someone
else, and then they can download it as well.
| | 08:46 | By requiring a login, you add a layer
of security, so people can't as easily
| | 08:51 | distribute your content.
| | 08:53 | At the bottom, you can also grant access
to downloadable products after payment.
| | 08:58 | If you uncheck this box, when someone
buys a downloadable product, you as a
| | 09:02 | site owner have to actively go in and say,
yes, this person can download the product.
| | 09:07 | That is not a good idea, unless you
have some specific reason for it, because
| | 09:11 | when people buy downloadable
products online, they expect to be able to
| | 09:15 | download them immediately.
| | 09:16 | So, unless there is a specific reason
why you don't want your customers to
| | 09:20 | immediately be able to download your
product, you leave this one checked.
| | 09:24 | When you make all your changes, and you
are happy with them, click Save Changes,
| | 09:28 | and all your new settings
have been saved on your site.
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| Catalog settings| 00:00 | The Catalog settings control how your
products are displayed in the catalog,
| | 00:04 | and also controls what product data can
be entered for your products, helps you
| | 00:08 | configure how to display pricing, and
provides control over the catalog image sizes.
| | 00:14 | Looking at a top here, you will
see we have general Catalog Options.
| | 00:19 | First of all, we can set the Default
Product Sorting. By default it's set to
| | 00:24 | customer ordering + name, meaning the
products are sorted alphabetically, and you
| | 00:29 | can also assign a specific product to
have higher priority than other products.
| | 00:33 | You can change this to sort based on
popularity, average rating, most recent, or
| | 00:39 | price; either ascending or descending.
| | 00:42 | You will remember that this can be
controlled by the customer when they're in
| | 00:45 | the index pages, but this is the
default setting when they land on the page.
| | 00:50 | You can also control the Shop Page Display,
and the Default Category Display, and
| | 00:54 | in both cases, what you're doing here
is setting whether you want to show
| | 00:58 | products, if you want to show the
categories, or if you want to show both
| | 01:02 | products and categories.
| | 01:03 | We will see later in the
course how this works.
| | 01:07 | Below this, you have two
checkboxes for the cart.
| | 01:09 | Here you can decide whether you want to
redirect the user to the cart page after
| | 01:14 | a successful addition, meaning when
they click on the product and say add to
| | 01:18 | cart, they automatically jump to the cart.
| | 01:21 | This would be done if you think people
are only going to buy one product, or if
| | 01:25 | you don't really have a lot of products,
and you think that you want to drive
| | 01:29 | people directly to the cart
page once they click on something.
| | 01:31 | You can also enable or
disable AJAX on the cart buttons.
| | 01:35 | This depends on how your site works, and what
kind of other features you have on the site.
| | 01:39 | In some cases, you'll find that the
AJAX, this automatic updating of the cart
| | 01:44 | page that doesn't involve navigating
from page to page to page, doesn't work.
| | 01:49 | If it doesn't work, or if you're having
trouble with your cart page, you should
| | 01:52 | try going in to the catalog settings,
and unchecking this Enable AJAX, and then
| | 01:57 | you will see if that works better.
| | 01:59 | Next you have the Product Data fields.
Depending on what type of product you
| | 02:03 | have, you may have different types of
information you want to store about them.
| | 02:07 | By default, they are all checked,
meaning you're collecting a SKU number for
| | 02:10 | each of the products, you're collecting
weight, and a dimension, and you're
| | 02:15 | showing the weight and dimension
values in the additional information tab.
| | 02:19 | That's a tab on the product pages.
| | 02:21 | Weight and dimensions matter if
you're selling a physical product, and these
| | 02:25 | also factor in when you are calculating
shipping, but if you're only selling
| | 02:31 | digital products and services, you can
uncheck these, and that way you don't have
| | 02:35 | to fill in that information for
products, and it won't get in the way.
| | 02:39 | Next you have the Weight Unit, and the
Dimensions Unit, and here we have to set
| | 02:43 | it up to match with however you are
calculating weight and dimensions.
| | 02:46 | I will change this to Pounds, and
Inches, but you can leave it at kilos, and
| | 02:53 | centimeters, or set it to
something else if you want.
| | 02:56 | You can also set whether you want
product ratings. If you go to the site and
| | 03:01 | look at your products, you will see some
of them have this star rating, and if you
| | 03:05 | allow ratings, you can also check the
next option requiring that a person who
| | 03:09 | wants to rate a product
also has to review that product,
| | 03:12 | and you can even show a verified
owner label for customer reviews.
| | 03:18 | Next, we have Pricing Options, and here
you can set the currency position; that
| | 03:23 | would be the denominator for the
currency, so dollars, for instance, it would be at
| | 03:27 | the left, while in many European
currencies, it would be on the right. You can
| | 03:32 | also set the thousands separator, and
the decimal separator, because in US
| | 03:36 | currencies, this thousands separator
is comma, and the decimal separator is
| | 03:41 | a punctuation mark, but in some European
currencies, it's the other way around.
| | 03:45 | So, here you have to set it to whatever
is common for your particular currency.
| | 03:50 | You can also set the number of decimals;
by default, it's 2, and if you set decimals,
| | 03:54 | you can also choose to check this
Trailing Zeros box, thereby removing the zeros
| | 03:59 | after the decimal point, so you
get the price 10 instead of 10.00.
| | 04:04 | Again, this has to do with the convention
of your particular currency, so set it
| | 04:08 | to whatever you think is correct.
| | 04:10 | At the very bottom, you have the
settings for the Image Options.
| | 04:14 | Here you define the sizes for the
Catalog Images, the Single Product Image, and
| | 04:19 | the Product Thumbnails.
| | 04:21 | These images are created when you
upload images to your product, and this is
| | 04:25 | where the sizes are defined.
| | 04:27 | You can change these
sizes to anything you want.
| | 04:30 | I recommend leaving them square, or if
you design a site, or use a theme that has
| | 04:36 | another shape to the images,
you can change them.
| | 04:38 | Regardless, I also recommend
you leave Hard Crop checked.
| | 04:41 | If you don't leave Hard Crop checked,
and you upload images that are not shaped
| | 04:46 | the same way as this size -- for example,
these are all squares -- if you uncheck
| | 04:51 | Hard Crop, and you upload an image that doesn't
conform to the dimensions that are set here --
| | 04:57 | so for example, all these
three are square currently --
| | 05:00 | the image will be squished either vertically
or horizontally to fit in that frame.
| | 05:04 | So, the Hard Crop ensures that if the
image isn't the same ratio as the ratio is
| | 05:10 | set here in the sizes,
it will still look right.
| | 05:13 | If you make changes to these image sizes,
and you already have products stored on
| | 05:17 | your site, you need to use the regenerate
thumbnail plug-in to regenerate all the
| | 05:23 | all the thumbnails, so that the images
get re-grabbed, resized, and will still fit
| | 05:28 | in with the rest of your layout.
| | 05:30 | Once you've made your changes,
be sure to click Save Changes.
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| Pages settings| 00:00 | The Pages Settings tab is where you
configure the page setup for the main
| | 00:04 | shop page, and what page the visitor lands
on when visiting different pages in the shop.
| | 00:10 | You can also configure the
shop permalinks from this page.
| | 00:14 | In most instances, the default settings
in the Pages tab will be pretty close to
| | 00:19 | what you end up using,
| | 00:21 | but in some cases, you may have to do a
bit of configuration under this tab to
| | 00:26 | get your WooCommerce shop
to work correctly.
| | 00:29 | When I installed WooCommerce, I used a
setting that allowed WooCommerce to create
| | 00:34 | a series of new pages for my site, so
that I would have all the pages I needed.
| | 00:39 | Because of this, the Pages tab has already
been filled out for me. As you can see,
| | 00:44 | the Shop Base Page is set to the
Shop page, the Cart Page is set to Cart,
| | 00:50 | Checkout Page is set to Checkout,
and so on.
| | 00:53 | Each of these pages actually point to a
real page inside WordPress, so if I were
| | 00:58 | to go to Pages here, and open it in a
new tab you see that we have a page called
| | 01:03 | Shop down here, and that's the page
that's been pointed to here, and you have a
| | 01:08 | page called Cart, and one called Checkout,
and one called Checkout Pay, and so on.
| | 01:14 | From the Pages tab, you can change
which pages are assigned to what
| | 01:18 | functions inside the shop.
| | 01:19 | So, for example, if you, for some reason,
wanted the actual shop index to appear
| | 01:24 | on a different page, you could go in here
with the dropdown, and change which page that is.
| | 01:31 | This is not something I would
recommend doing, because it doesn't really
| | 01:34 | make much sense, but in certain situations,
you might need to change this for some reason.
| | 01:39 | So, the Shop Base Page is the index for
the main shop; when you go to the site, and
| | 01:44 | you click on Shop, you end
up on the Shop Base Page.
| | 01:47 | The next window is quite interesting.
You see here it says Terms Page ID? Well
| | 01:52 | if you remember, our current site has
terms and conditions, so if I open the
| | 01:57 | current site in a new tab, you will see
under Legal I have Terms and Conditions
| | 02:03 | But if I go to the Checkout right
now, and I scroll down, you will see that
| | 02:09 | nowhere are terms and conditions mentioned.
| | 02:11 | If I go back to my Pages settings, drop down
Terms Page ID, and then find Terms
| | 02:19 | and Conditions here, and then scroll
down to the bottom, click Save changes,
| | 02:23 | and reload my checkout,
| | 02:25 | you will see that this line
here at the bottom has been added.
| | 02:28 | I have read and accept
the terms and conditions.
| | 02:32 | This blue link here points directly to
my Terms and Conditions page, so when I
| | 02:36 | click on it, I get my
Terms and Conditions page,
| | 02:40 | and that means now, when people get
to the checkout, they actually have to
| | 02:44 | actively say that they've
read the terms and conditions.
| | 02:46 | So, this is a really important
function that you should always set.
| | 02:51 | Now let's take a closer look
at the rest of the shop pages.
| | 02:55 | As I said before, most of these have
already been filled out by a WooCommerce.
| | 02:59 | However, since I originally installed
this, there's been an update to WooCommerce
| | 03:04 | that added a new page; you can see it
down here, it's called Logout Page, and you
| | 03:08 | also see that there is currently
no page associated with Logout Page,
| | 03:13 | and this is a great
opportunity to show you how this works.
| | 03:16 | For each of these pages, you can see the Cart
Page has been associated to a page called Cart.
| | 03:22 | If we go to Cart, the page, so I
will find it here in my Settings, and edit
| | 03:27 | it, you will see that all the Cart
page contains is this short code: square
| | 03:33 | bracket, woocommerce_cart, end square bracket.
| | 03:38 | This short code tells WordPress that
this is where all that information from
| | 03:42 | WooCommerce that has all the
cart information is going to go.
| | 03:46 | That means for WooCommerce pages to
work, you also need to add this short code.
| | 03:52 | Now, you see here that I
don't have a Logout page,
| | 03:56 | and if I hover over this question
mark, you will see that it says Parent My
| | 04:00 | Account. Now, it doesn't tell me what
the short code is supposed to be, but if I
| | 04:04 | look at any of the other pages; for
instance, the Change Password page, you will
| | 04:08 | see that the short code is
woocommerce_change_password.
| | 04:12 | So, I am going to make a qualified guess,
and say that here I need to have a new
| | 04:17 | page called logout that has the
short code woocommerce_logout in it.
| | 04:23 | So, I am going to go back to my pages,
click Add New to create a new page, call
| | 04:28 | it Logout, and then here in the
content, I am simply going to go
| | 04:37 | [woocommerce_logout] and click Publish.
| | 04:41 | Now if I go back here, you'll see that it
says Parent My Account for the Logout
| | 04:47 | page, so I am going to make a small
change here; go to the Parent under Page
| | 04:52 | Attributes, and find my
account, and update my page.
| | 04:55 | And now if I reload the Pages tab, and
scroll down, I can use the dropdown under
| | 05:05 | Logout page to find my new logout page.
| | 05:11 | Now that I have made the change, I am
going to click Save changes, and now all
| | 05:15 | my pages are assigned.
| | 05:17 | This also means that if for some
reason one of these pages doesn't work, you
| | 05:21 | can always hover over the question mark
to find out what the short code is, and
| | 05:25 | then go and check the currently
assigned page to make sure the short code is
| | 05:29 | there. If it's not, you can put it in, or
if it's wrong, you can also put in, or if
| | 05:35 | you want to change the page, you can
create a new page, or assign a different
| | 05:38 | page, place that short code in the new
or different page, and then select the
| | 05:42 | page from the dropdown.
| | 05:44 | Once you have all your pages
assigned, you need to take a look at your
| | 05:48 | product permalinks.
| | 05:49 | You do that by going up here to Page
Setup, and click on the product permalinks
| | 05:54 | link, or you can also go to
Settings, and select Permalinks.
| | 05:58 | I am going to click on the link here,
and here you see the standard Permalinks
| | 06:03 | page for WordPress, and if you scroll
down, you'll see we now have a new section
| | 06:08 | for products permalinks.
| | 06:11 | You're probably already familiar with
the standard permalinks for WordPress;
| | 06:14 | this is the readable permalinks that
appear when you go to different products.
| | 06:19 | So, if you scroll up, you will see that
by default in WordPress, a post would be
| | 06:23 | called localhost/wordpress/?p=123,
but this is not very readable.
| | 06:30 | But by changing the regular permalinks,
you can select, for instance, Post name, and
| | 06:35 | then instead of having this unreadable
title here in the URL, you will have
| | 06:40 | something that makes way more sense.
You would actually have the post name
| | 06:43 | appear inside the URL.
| | 06:45 | You can do the same with your products.
| | 06:47 | So, if you scroll down here, you will
see you have four default options. You can
| | 06:52 | either set it to Default, which just
says ?product= and then the name of the
| | 06:57 | product, or you can set it to Product,
which means it'll just say product/ and
| | 07:02 | then the product, you can set it to Shop
Base, which you see adds shop before the
| | 07:09 | product, instead of product, or you can
set Shop base with category, so it will
| | 07:14 | say shop, and then the product
category, and then the name of the product.
| | 07:17 | My recommendation is to either use
Product, or to use Shop base with category.
| | 07:24 | This all depends on how you want to
display this content in the URL when
| | 07:28 | people go to your site.
| | 07:30 | So basically, whether you want people to
be able to figure out where they are in
| | 07:34 | the site based on the URL
they are visiting.
| | 07:37 | In some cases, it can be a good idea,
and in most cases, if you want the URL to
| | 07:42 | tell people where they are when they're
browsing your site, you should use this
| | 07:45 | Shop base with category.
| | 07:48 | You can also set up a custom base if
you want to.If you pay close attention
| | 07:52 | while I change these different
settings, you will see these change here.
| | 07:55 | So, right now it says %product_cat%
and I can click on Product here, and then
| | 08:02 | you will see it will just say /product. I
can click Shop base, and you see it says /shop.
| | 08:07 | So, if you want to, you can piece all
these things together, and get a custom URL.
| | 08:12 | But like I said, these
default options are pretty good,
| | 08:15 | so I am going to leave this as Shop
base with category, and click Save changes.
| | 08:20 | By understanding the Pages settings,
and also setting your product permalinks
| | 08:24 | correctly, you will make sure that your
entire site works, that people get where
| | 08:28 | they need to go when they click on
different buttons, and go to different
| | 08:32 | sections of the shop, and also that they
easily find the content they are looking
| | 08:36 | for, even if they're using
the URLs to do so.
| | Collapse this transcript |
| Inventory settings| 00:00 | The Inventory settings are simple,
self-explanatory, and extremely important.
| | 00:06 | If you're selling physical products,
keeping control of stock is vital, so you
| | 00:10 | don't end up selling more
product than you actually have,
| | 00:12 | and the same can be said
for selling services.
| | 00:15 | If you're selling a service,
you're basically selling your time,
| | 00:19 | and if you oversell that service, you
won't have enough time to meet the orders.
| | 00:24 | Under the Inventory settings, you can
toggle Stock Management on and off.
| | 00:28 | If you're selling a physical product
or a service, I recommend leaving it on,
| | 00:32 | but if you're only selling digital
downloads, you can choose to turn it off,
| | 00:36 | because you don't need to manage how many
copies of a specific download you want to sell.
| | 00:42 | If you leave it checked, you can also
set the Hold Stock (minutes), meaning if
| | 00:47 | someone places an item in their cart,
that item will be taken out of stock for
| | 00:51 | a certain number of minutes, either until
they purchase the item, or they leave the
| | 00:56 | shop, or they time out.
| | 00:58 | That way, if you have low stock, you
won't have a situation where more people
| | 01:02 | have the item in their cart than
there are actually items available.
| | 01:05 | You can also set what kind of
notifications you get, depending on the
| | 01:09 | current stock status.
| | 01:11 | So, if you have low stock, you may get a
notification by e-mail, and you can also
| | 01:15 | set it to get a notification when
you're out of stock of something.
| | 01:19 | If you check these two boxes, you also
have to provide an e-mail address where
| | 01:22 | these notifications are sent, and by
default, it's set to the default e-mail
| | 01:27 | address for the site, so you may want
to change this to whatever e-mail address
| | 01:31 | you want these notifications to be sent to.
| | 01:33 | Next you can set a Low Stock Threshold,
and an Out Of Stock Threshold, and this
| | 01:38 | is something quite interesting.
| | 01:39 | If you talk to people who have been
managing online e-commerce stores for a
| | 01:43 | while, they will often tell you that they set
the Out Of Stock Threshold higher than zero.
| | 01:48 | That's because in cases where they
are selling a product, they don't want to
| | 01:52 | sell out the product completely,
because they may need to replenish the product
| | 01:56 | to a customer. Say the product got
lost in the mail, or broken in the mail, or
| | 02:00 | there is a defect to it.
| | 02:02 | If they sell out the stock
completely, they won't be able to meet these
| | 02:06 | replenishment orders, and there are also
cases where you want to keep a couple of
| | 02:10 | items for yourself for other reasons.
| | 02:12 | If you set the Out Of Stock
Threshold higher than zero, you also have to
| | 02:16 | increase the Low Stock Threshold to 10.
| | 02:19 | You can see here, by default, it's set to
0 and 2, but I've changed it to 5 and 10,
| | 02:24 | but you can set these
to any number you want.
| | 02:26 | Next, you can set Out Of Stock Visibility.
By checking this box, you'll hide the
| | 02:31 | items that are currently out of stock,
meaning they will disappear off the site
| | 02:35 | as long as they're out of stock.
| | 02:36 | Whether or not you want to do this
depends on how you are selling your products.
| | 02:40 | If you're going to replenish a product,
you may want to keep it on your site, so
| | 02:44 | people can still see it, but they
will see that it's out of stock.
| | 02:47 | If you're not planning on replenishing
the product, or you don't want to display
| | 02:51 | products that are currently out of stock,
you'll leave this checked, and that way
| | 02:54 | the products will disappear.
| | 02:55 | At the bottom, you can choose how you
want to display information about the
| | 02:59 | current stock of any product.
| | 03:02 | By default, it will display exactly how
many items are currently in stock on all
| | 03:06 | products, but you can change this
either to only display the stock number when
| | 03:10 | the stock is low, or to
never show the stock amount.
| | 03:14 | Again, this depends on how
you want to run your site.
| | 03:17 | In some cases, leaving the stock number
there is always good, but if you have
| | 03:22 | a lot of stock, and you always have a
lot of stock, it may look like you are
| | 03:27 | never selling anything.
| | 03:28 | In some cases, leaving this option, the
only display the stock when the stock is
| | 03:33 | low is a good idea, because then people
will be incentivized a buy a product if
| | 03:37 | they see it's low in stock.
| | 03:39 | However, if you have a lot of products that
are low in stock, it may look like a gimmick.
| | 03:44 | And finally, in many cases, you may not
want to show the stock at all. That way
| | 03:48 | you're not providing information about
the current stock, and you are leaving the
| | 03:51 | customer guessing> That can be a
good thing, or it can be a bad thing.
| | 03:55 | Like I said, depending on what type of
product you are selling, stock management
| | 04:00 | may be very important to your store,
| | 04:02 | so configure these settings right, and
make sure that you display information
| | 04:06 | about the stock the way
you want it to on your site.
| | Collapse this transcript |
| Tax settings| 00:00 | The Tax Settings tab is a bit of a tricky
one; not the settings themselves, but
| | 00:05 | what goes into them.
| | 00:07 | Getting your tax settings right, and
collecting the correct taxes is vitally
| | 00:11 | important to avoid problems down the
road when your online store becomes a
| | 00:15 | major source of income.
| | 00:17 | To get these settings right, you need
to do your research, and more than likely
| | 00:20 | get some help from
accountant or a tax professional.
| | 00:23 | I'll take you through the different
settings, and how to configure them, and
| | 00:27 | it will be your job to find out how
to charge taxes on your sales, and to
| | 00:31 | whom those taxes apply.
| | 00:34 | The Tax settings tab is split into
several different sections. You have the Tax
| | 00:38 | Options at the top, and then you have
separate tabs for each of your tax rates.
| | 00:43 | To start off, you can
enable or disable taxes.
| | 00:46 | If you're selling only tax exempt
products, or if you're in a location that
| | 00:52 | doesn't charge sales tax, you can
toggle this off, and then taxes are not
| | 00:55 | calculated, but in most
cases, you'll want to leave it on.
| | 00:58 | Next, you can decide how
you're going to enter your prices.
| | 01:01 | You can enter them
including tax, or excluding tax.
| | 01:05 | In North America, you would usually
enter them excluding tax, but in most
| | 01:09 | European countries, you would
enter the prices including tax.
| | 01:12 | So, this depends on where you're located,
and what the preference is there.
| | 01:15 | Then you have to decide on how
you're going to calculate the taxes.
| | 01:20 | You can either calculate them based on
the customer's shipping address, or billing
| | 01:24 | address, or you can calculate
them based on the shop base address.
| | 01:28 | This, again, depends on the rules in your
location, and how you're going to apply your taxes.
| | 01:34 | The next option is closely related.
| | 01:36 | Here you can set the Default Customer
Address either to No address, meaning
| | 01:41 | no tax is applied until they enter an
address, or you set it to the shop base address.
| | 01:45 | I recommend leaving this at shop base
address, so that you at least apply local tax.
| | 01:51 | Shipping Tax Class is
exactly what it sounds like.
| | 01:54 | Here you decide what tax
class to apply it to shipping.
| | 01:59 | By default, it's set to Shipping tax
class based on cart items, meaning the
| | 02:03 | shipping tax is the same
as the items themselves.
| | 02:06 | But you can also change this to use
one of the standard tax classes; either
| | 02:10 | Standard, Reduced Rate, Zero Rate, or if
you have added additional tax classes,
| | 02:15 | you can also get these as an option.
| | 02:18 | You can choose the round the taxes at
subtotal level instead of per line if you
| | 02:23 | want to, and then you can set tax classes.
| | 02:26 | By default, WooCommerce ships with two
tax classes: Reduced Rate, and Zero Rate,
| | 02:32 | in addition to the Standard Rate.
| | 02:33 | If you want to add more, you can
add more by adding another line.
| | 02:37 | Let's say I want to add a tax class
for British Columbia, and say PST Exempt.
| | 02:42 | If I now Save Changes, you'll see my new
PST Exempt tax class appears up here, and
| | 02:49 | I have a new menu for it.
| | 02:51 | At the very bottom, I can choose how
I want to display the prices during
| | 02:55 | the cart and checkout.
| | 02:57 | I can display them Excluding tax or
Including tax, and this relates to how I
| | 03:02 | enter my prices to begin with.
| | 03:04 | Like I said, in some places, you
want to display them excluding tax, and
| | 03:08 | some you want to
display them including tax,
| | 03:10 | so it depends on where you are.
| | 03:13 | Once your Tax Options are saved, it's
time to define the taxes themselves.
| | 03:17 | You can define taxes for each of your
Tax Rates, and you can go down to a very
| | 03:22 | granular level with
your tax definitions.
| | 03:25 | If we go and look at the Standard
Tax Rates, you'll see what I mean.
| | 03:29 | From here, you can enter individual
tax rates, and you can also import
| | 03:34 | spreadsheets with specified tax rates, because
sometimes these spreadsheets will get really long.
| | 03:40 | If we insert a couple of taxes
here, you'll see how all of it works.
| | 03:44 | For each tax rate, you can define it
based on a country, a state or province, a
| | 03:49 | ZIP code, or ZIP codes,
and a city, or cities.
| | 03:53 | For Country Code, you need to enter
the two digit standard country code.
| | 03:57 | If you don't know the two digit standard
country code, you can get it by going
| | 04:01 | to this link here. That will open the
Wikipedia entry that has all these country codes.
| | 04:06 | So, let's say I want Canada. I can
scroll down, and here you see the country
| | 04:11 | code for Canada is CA.
| | 04:14 | You can also enter a two digit State
Code if you want to. This relates to the
| | 04:18 | country code, or you can enter a
ZIP code, or even a wildcard code.
| | 04:24 | So, for example, if you want to target
a specific region of postal codes in
| | 04:28 | British Columbia, Canada, you can
enter V5H*, and then any postal code that
| | 04:35 | starts with the V5H will be applied.
| | 04:38 | You can also enter several different
City names, like Burnaby, and Vancouver, and
| | 04:44 | separate them with a
Semicolon to make this work.
| | 04:47 | Now let me make this into an example.
| | 04:49 | Let's say I want to enter the two
tax codes for British Columbia, Canada.
| | 04:53 | So, I'll go in and say CA for
Canada, and then BC for British Columbia.
| | 04:59 | I don't need to enter the ZIP code or City,
because this applies to the entire province.
| | 05:03 | I then have to set the first rate. The
first rate is going to be 6.5%, because I
| | 05:07 | think that's what it is, and then I
have to give the Tax Name, so I'll call it
| | 05:12 | PST, and I have set a Priority,
and currently I'll set this to 1.
| | 05:16 | If you have multiple tax rates that
will apply, you need to give each of them a
| | 05:19 | separate Priority number.
| | 05:21 | I can then choose whether or not
this is a Compound rate, meaning if I'm
| | 05:24 | applying multiple taxes, the taxes will
also apply to the originally applied taxes.
| | 05:30 | In this case, it's not a compound rate,
but I do want to charge PST on shipping.
| | 05:35 | Now I am going to insert a second row,
so I'll click Insert row again. Set up
| | 05:39 | the same parameters: CA, BC.
| | 05:42 | Set the rate to 6%, set the name to GST;
set the Priority to 2, because I want
| | 05:50 | to apply both of these taxes.
| | 05:52 | Again, it's not a Compound
rate, and I check Shipping.
| | 05:55 | Once I am done with my changes, I'll
now click Save changes, and what will
| | 05:59 | happen is, when someone from British
Columbia goes into my store, and makes a
| | 06:03 | purchase, these two tax rates will
apply, and they will see both of them
| | 06:08 | displayed separately on their bill, so
they can see how the taxes are applied.
| | 06:12 | Now that you've seen how it's done, you
can go in and enter tax rates both for
| | 06:17 | your Standard rate, and for
whatever other custom rates you want.
| | 06:21 | And be sure to enter enough tax rates,
so that whenever people are purchasing a
| | 06:25 | product from any location, they're
paying you the correct amount of tax, so you
| | 06:30 | can forward that money to
the correct tax authority.
| | 06:33 | When opening a new online store, I urge you
to do your research on tax rates up front.
| | 06:40 | That way you'll have things set up
properly when you start, and you won't run
| | 06:44 | into major problems down the road.
| | 06:46 | Depending on where you sell your
products from, and how far you're willing to
| | 06:50 | ship them, the number of tax rates
you add in your Tax settings can get
| | 06:54 | pretty high, and that's a good thing,
because it means you will have detailed
| | 06:58 | control over every sell.
| | 06:59 | The bottom line here is consult your
accountant or tax professional when doing
| | 07:04 | this to make sure that
you get it right.
| | 07:06 | It will be a worthwhile investment.
| | Collapse this transcript |
| Email settings| 00:00 | Being an online store, most of the
communication between you and your customers
| | 00:04 | will be done electronically through e-mail.
| | 00:07 | Purchase receipts, links, purchase orders,
new account information, and so on are
| | 00:13 | all handled through e-mail, and the
e0-mails your clients receive are pretty much
| | 00:17 | your public persona.
| | 00:19 | The e-mails generated by WooCommerce
are pretty slick, and you have some basic
| | 00:23 | customization options available right
from the admin panel under the Emails tab.
| | 00:29 | From here, you can control not only
how the e-mails are handled, but you can
| | 00:33 | also configure each individual e-mail
specifically, and even add custom templates
| | 00:38 | to each of the e-mails.
| | 00:39 | So, let's take a closer look.
| | 00:41 | Under Emails, and Email Options, you'll find
the default options for the e-mails themselves.
| | 00:47 | Here we can set the From Name; that
would be the name that displays when someone
| | 00:51 | receives an e-mail, and also the From
Email Address; this would also be the e-mail
| | 00:56 | address that they respond to.
| | 00:58 | I recommend setting up a custom e-mail
address for these e-mails, so that all your
| | 01:03 | correspondence with customers is
handled by specific e-mail address.
| | 01:08 | Below this, you can look at
the e-mail template as it ships.
| | 01:11 | If you click on this link here, it will
open directly to an e-mail sample, where
| | 01:16 | you can see what the e-mail looks like.
| | 01:18 | And as you can see, out of
the box, it looks pretty good.
| | 01:21 | It has all the information you
need, and it's styled in a nice way.
| | 01:24 | You can customize this further
by adding extra information here.
| | 01:28 | You can add a Header Image, you can
also change the Email Footer Text, and you
| | 01:32 | can change the Base Color, Background
Color, and the Email Body Background Color,
| | 01:37 | and Body Text Color.
| | 01:39 | That way you can customize your e-mail
to have your logo in the header image,
| | 01:44 | have your store information in the
footer, and have colors that match the color
| | 01:48 | scheme of your site.
| | 01:50 | But what's really cool about the e-mail
settings is that you can also control
| | 01:53 | each individual e-mail
that's sent out by the store.
| | 01:57 | As you can see here, you have
a set of additional options.
| | 02:00 | You have New Order, Processing Order,
Completed Order, Customer Invoice,
| | 02:05 | Customer Note, Reset Password,
and New Account.
| | 02:08 | These are all the different e-mails that may
be sent out by WooCommerce to your customers.
| | 02:14 | You can go into each of
these, and further customize them.
| | 02:17 | For example, the New Order e-mail is
the e-mail that's sent to you, the site
| | 02:21 | owner, when someone purchases a product.
| | 02:24 | Here you can either Enable or
Disable this e-mail notification.
| | 02:28 | You can set up a comma separated list of
e-mails that the notification is sent to,
| | 02:32 | so it could be either your custom
e-mail address for your store, or a set of
| | 02:37 | different people that
need to receive the order.
| | 02:40 | You can also set the Subject line. By
default, it's set to the name of the site,
| | 02:45 | and then new customer order, and the
order number, but you can change this to
| | 02:49 | anything you want, and you can
change the Email Heading, and Email Type.
| | 02:52 | At the bottom here, you have a really
cool new feature that came with the most
| | 02:56 | recent version of WooCommerce.
| | 02:58 | You can actually override the e-mail
template completely, and write your own
| | 03:02 | custom HTML-based e-mail template.
| | 03:05 | To do so, you can go here to the HTML template,
and click on this Copy file to theme button.
| | 03:11 | This will push the template file into
your theme folder, and once it's in your
| | 03:16 | theme folder, you can then customize it
further, and write your own custom e-mail template.
| | 03:21 | If you want to see the template in its
current state, whether you've changed it,
| | 03:25 | or if it's the current one that ships
with the product, you can click on View
| | 03:29 | Template, and then you see
the template itself.
| | 03:32 | The same can be said for
all the other options here;
| | 03:35 | let's say, the Processing Order e-mail.
| | 03:37 | Here you see you can set whether or not
this e-mail notification is sent. You can
| | 03:41 | also set the Email subject
that is sent to the customer.
| | 03:44 | In this case, it says Your No Obstacles
Home order receipt from, and then the date
| | 03:50 | of the order, and then thank you
for your order, and other information.
| | 03:54 | And again, here you can copy the template
to your theme, and then make changes to it.
| | 03:59 | And the same goes for
the rest of the settings.
| | 04:01 | For each of them, you can change the
information that's being displayed, and you
| | 04:05 | can copy the template over to
your theme, and make changes to it.
| | 04:10 | Customizing the e-mail settings, and
the e-mail template will make the user
| | 04:13 | experience for the customer
more streamlined,
| | 04:16 | and as you can see, if you're an advanced
developer, you can further customize the
| | 04:20 | e-mail templates, or even make your own,
but this requires code work that is
| | 04:24 | outside the scope of this course.
| | Collapse this transcript |
| Integration settings| 00:00 | The final tab on the Settings
page is the Integration tab.
| | 00:04 | This is a sort of catch-all page for
services that you can hook into the shop to
| | 00:09 | enhance its functionality.
| | 00:10 | Off the top, you have Google Analytics.
| | 00:12 | Here you can configure Google
Analytics to work specifically with the
| | 00:16 | e-commerce items on your site.
| | 00:19 | That means even if you have Google
Analytics set up on your site, either in your
| | 00:23 | theme, or using a plug-in, adding the
Google Analytics ID in here, in this tab,
| | 00:29 | will help Google Analytics
further track the products on your site.
| | 00:34 | Google Analytics is one of, if not the
best, free analytics tool available online,
| | 00:40 | and adding this feature into your site
gives you very detailed information about
| | 00:44 | how your customers are not only looking
at your products, but how long they are
| | 00:48 | staying on each of the products, and how
they are navigating through your site,
| | 00:52 | so activating this feature
is a good idea.
| | 00:54 | Once you've added your Google Analytics
ID, you can go and check whether you want
| | 00:59 | to add a tracking code
to the site's footer.
| | 01:02 | Now, if you are using a Google Analytics
plug-in, or you have Google Analytics
| | 01:06 | already installed inside your theme,
you don't need to do this, but if you're
| | 01:10 | not doing that, and you have a
stock site, you'll want to check this box.
| | 01:14 | You can also add e-commerce tracking
codes to your Thank You page, and I highly
| | 01:19 | recommend doing this, so that you can
see that people are going all the way
| | 01:22 | through the process, and
getting to the Thank You page.
| | 01:25 | And finally, you can add event tracking
codes to add to the cart actions, meaning
| | 01:30 | that you can actually see when people
click on the cart buttons, and you can see
| | 01:34 | what they are doing
when they are in there.
| | 01:36 | This is very advanced, and you can
get a lot of information out of it.
| | 01:40 | Of course, Google Analytics is highly
complex, so it takes some time to get used
| | 01:44 | to it, but if you want to really
understand how your customers are behaving on
| | 01:47 | your site, activating
Google Analytics is a must.
| | 01:51 | Next you have ShareThis.
| | 01:52 | ShareThis adds sharing
buttons to your products.
| | 01:56 | To activate this, you need a ShareThis
Publisher ID. You can get that by
| | 02:00 | following this link here, and
signing up for the free ShareThis service.
| | 02:05 | Personally, I'm not a big fan of ShareThis.
I like AddThis better, which is a
| | 02:10 | separate solution. To add AddThis to
your site, you would have to add it as
| | 02:16 | a separate plug-in.
| | 02:17 | So, you would go to Plugins, and just click
Add New, and then search for AddThis instead.
| | 02:22 | So, experiment with it, and
see what you like the best.
| | 02:25 | If you add ShareThis using this page,
you'll add sharing buttons for Twitter, and
| | 02:30 | Facebook, and Pintrest, and other
services onto your product pages.
| | 02:35 | The final option is to share your cart.
| | 02:37 | This is an added service that you
can add to your cart that enables your
| | 02:41 | customers to share their purchase
with their friends on social networks.
| | 02:46 | Like with ShareThis, this is something you
should experiment with, and see if it works for you.
| | 02:50 | In some cases, adding this type of
feature to your site can be a great benefit,
| | 02:54 | and can increase your exposure on
social media, and in other cases, your
| | 02:59 | customers will find it annoying, and feel like
you are trying to make them into advertisers.
| | 03:03 | So, here you have to look at what it
looks like on your site, and also see your
| | 03:07 | customers react to it.
| | 03:09 | If you want to try it out, create an
account, set it up, and see how it works.
| | Collapse this transcript |
|
|
3. Setting Up Payment GatewaysConfiguring payment options| 00:00 | In order to make your e-commerce store
successful, you need to set up payment
| | 00:04 | gateways that work for
both you and your customer.
| | 00:07 | Out of the box, WooCommerce comes with
five payment gateways you can choose from,
| | 00:13 | and you can also choose to add
additional payment gateways using extensions.
| | 00:17 | Under the Payment Gateways option, you
can see which gateways are currently
| | 00:21 | active checked in pink, which ones
are inactive checked in gray, and you can
| | 00:26 | see the order in which the payment gateways
are offered to the customer on the checkout page.
| | 00:30 | You can change this order by simply
grabbing an item, and pulling it up or down,
| | 00:35 | and reordering this page, and you can
also set the default payment gateway by
| | 00:39 | simply checking the default box
here, and clicking Save changes.
| | 00:43 | Let's take a look at the
different options offered.
| | 00:46 | The first one is BACS Payments.
| | 00:48 | This is direct bank transfers.
| | 00:50 | If you want to enable this, you
would check Enable Bank Transfer;
| | 00:54 | you can then given this payment option a
title, and a custom message or description.
| | 00:59 | This is sent to the customer, so they
know what to do once they choose this as
| | 01:03 | their payment option, and then you
have to set in your account details.
| | 01:08 | This is information you would get
from your bank, and here you would enter
| | 01:11 | your account name, your account number,
sort code, bank name, IBAN, and BIC numbers.
| | 01:16 | This is all the information your customer
will need to be able to make the bank transfer,
| | 01:20 | so if you choose to make this option
available to your customer, you are also
| | 01:24 | handing your bank information
over to your customer.
| | 01:27 | The next option is Cheque Payment, and
here is an important message from the
| | 01:32 | people at WooCommerce.
| | 01:34 | Why would you take cheques
in this day and age?
| | 01:36 | Well, you probably wouldn't, but it
does allow you to make test purchases for
| | 01:40 | testing order e-mails, and
the success pages, etcetera.
| | 01:43 | And they have a good point here; taking
check payments for an e-commerce store,
| | 01:48 | unless you're selling services, or some
other goods where you are handing them off
| | 01:52 | to the client directly
| | 01:53 | doesn't really make a lot of
sense, because checks are insecure as a
| | 01:58 | payment option, and they also
require being shipped to the person who's
| | 02:01 | receiving the payment.
| | 02:03 | However, check payments are great if
you want to test the store, because you
| | 02:07 | don't have the go through an
actual payment process in the process.
| | 02:11 | If you choose to enable Cheque Payments,
for instance, for testing purposes, or
| | 02:15 | if you want to receive checks, you have
to, again, set a title, and enter a custom
| | 02:20 | message, and here you have to make
sure to enter your store name, your store
| | 02:24 | address, and country, and so on, so that
the checks can actually be mailed to you.
| | 02:28 | Cash on Delivery allows the customer
to pay once the product is delivered.
| | 02:34 | If you enable this, you can enter
a title and description, and also
| | 02:37 | instructions, and you can assign this
to specific shipment options, so
| | 02:42 | that if you are, for instance, doing
local delivery, you can then say that they
| | 02:47 | can pay upon delivery.
| | 02:49 | You can also do this for a local pickup,
| | 02:50 | and if you set other
shipping options for this may apply.
| | 02:53 | That way, depending on how the product
is shipped or delivered to the customer,
| | 02:59 | the customer can choose to
pay only upon receiving it.
| | 03:02 | So, this depends largely on how you want
to ship the products to your customer.
| | 03:08 | The last option I'm going to cover
in this movie is Mijireh Checkout.
| | 03:13 | This is a separate service you can
hook into WooCommerce that in large part
| | 03:17 | takes over the entire checkout process
from WooCommerce, and enters it into a
| | 03:22 | secure server somewhere else on the Web.
| | 03:25 | If you want to learn more about Mijireh,
you should click on this button here,
| | 03:29 | learn more about WooCommerce and
Mijireh, and you're taken to a page where you
| | 03:35 | get more information about how
this works, and what Mijireh is.
| | 03:38 | What's important to note here is that
Mijireh is a service that quite literally
| | 03:43 | takes over the entire checkout process.
| | 03:46 | It looks like it's on your site, but in
reality, it's on the Mijireh server. You
| | 03:51 | can see it if you go up to this option
here, you see that once a person goes to
| | 03:55 | the checkout, they are actually taken
to Mijireh server, and the Mijireh server
| | 03:59 | is the one responsible for
talking to the payment gateways.
| | 04:03 | The Mijireh service adds an additional
$.50 charge on top of every transaction.
| | 04:08 | This charge goes on top of, for instance,
the PayPal fees, or the Stripe fees,
| | 04:13 | or whatever other fees are
applied, so it adds an additional cost to
| | 04:17 | the payment gateway.
| | 04:18 | But in return, you as a site owner
get a completely secure gateway.
| | 04:22 | So, you may want to look into this, and
see if this is a viable option for your
| | 04:27 | particular circumstance.
| | 04:30 | While I can't help you make the final
decision on what payment solutions or
| | 04:34 | payment gateways you
should go with for your product,
| | 04:38 | I can tell you what
solutions I use for my projects.
| | 04:41 | In the next two movies, I'll show you how
to set up the two options I use the most:
| | 04:46 | PayPal, and Stripe.
| | Collapse this transcript |
| Setting up PayPal payments| 00:00 | PayPal is an established and trusted
name in the online payment industry,
| | 00:05 | and people who do a lot of online
retailing will often use PayPal as their
| | 00:09 | go to payment option.
| | 00:11 | PayPal has been around for a long time,
and it enables you as a store owner to
| | 00:16 | take payments from all major credit
cards, in addition to PayPal accounts.
| | 00:21 | Before choosing PayPal as your payment
gateway, you need to know how PayPal
| | 00:26 | works, and also set up an account.
| | 00:28 | You can do that on PayPal.com, and
this is also where you'd find information
| | 00:32 | about things like payment fees.
| | 00:35 | As you can see, you can set up
different types of accounts on PayPal, and
| | 00:39 | depending on your type of account, you'll
pay different rates, so it's important
| | 00:42 | that you know how much this will
cost you before you choose this option.
| | 00:46 | The payment option that comes standard in
WooCommerce is PayPal Payments Standard.
| | 00:51 | If you want to use one of the other
payment options, you need to extend
| | 00:55 | WooCommerce with an additional add-on.
| | 00:57 | You can do this by going to the WooThemes
site, going to WooCommerce, and
| | 01:01 | Extensions, and then searching for PayPal.
| | 01:04 | And you see here we have some other
extensions, including PayPal Advanced, PayPal
| | 01:09 | Express, PayPal Digital goods,
and PayPal Pro.
| | 01:13 | So, depending on you're set up, and how you
want to use PayPal, you may want to get
| | 01:18 | one of these extensions, and use
it instead of the default option.
| | 01:22 | So, let's see how you
would set up PayPal Standard.
| | 01:25 | Well, first you need to enable the option,
give it a title, and also a description.
| | 01:30 | Then you need to enter your PayPal information,
and PayPal works based on an e-mail address.
| | 01:36 | So, here you would enter your e-mail
address for your PayPal account, so this is
| | 01:40 | where the money would be sent.
| | 01:42 | If your receiver e-mail address is different
from your PayPal e-mail address -- this
| | 01:47 | is the setting inside PayPal -- then you
would also enter your receiver e-mail, and
| | 01:52 | you can also enter a
custom invoice prefix.
| | 01:55 | This is solely for your purpose, and
it's actually quite smart to do, because
| | 01:59 | if you have a PayPal account, you're likely
to receive payments from different sources.
| | 02:04 | For example, you could have a Google
AdSense activated on a site, and then you're
| | 02:09 | getting some payments from there, and
maybe someone is sending you money from
| | 02:12 | somewhere else, or you're selling something
on eBay. In all those cases, all the
| | 02:16 | money will come into the same account.
| | 02:17 | So, by putting an invoice prefix on
your site, what will happen is any time you
| | 02:23 | get a payment from the site, that
payment will be flagged with this invoice
| | 02:27 | prefix, so it's easy to identify.
| | 02:30 | Next, you set up what kind of
submission method you want to use for PayPal.
| | 02:36 | By default, it's set to a
redirect query string,
| | 02:39 | meaning all the information that
the customer enters gets sent via the
| | 02:43 | query string to PayPal.
| | 02:46 | You can also check this option.
| | 02:47 | If you do that, it'll be sent
through the form method instead.
| | 02:51 | This is highly technical, and it
has to do with how your Web site
| | 02:55 | communicates with PayPal.
| | 02:57 | You can choose one or the other. I
recommend just leaving it unchecked, and
| | 03:01 | seeing how about works, and if you don't like it,
or you run into issues, you can try checking it.
| | 03:06 | Next you can choose what
page style you want to use.
| | 03:10 | This is a PayPal setting. By default, you
are using the default PayPal page when
| | 03:14 | people make payments through PayPal,
| | 03:16 | because what happens is they actually
get taken off your site, and onto PayPal,
| | 03:20 | where they are making the payment.
| | 03:22 | But inside your PayPal settings, you
can customize a PayPal page, and if you do
| | 03:26 | that, you give it a name, and then you
enter that name here under Page Style to
| | 03:30 | control the appearance
of PayPal on your site.
| | 03:35 | Under Shipping options, you decide what
information you are sending to PayPal.
| | 03:39 | This is because PayPal can only
receive one address per customer.
| | 03:44 | By default, the address information
that is sent to PayPal is the billing
| | 03:49 | address information,
| | 03:50 | but if you want to use PayPal to
print your shipping receipts, or shipping
| | 03:54 | orders, you can check this box, and
then you will send the shipping details to
| | 03:59 | PayPal instead of the billing details.
| | 04:02 | If you do this, you also check this
Enable "address_override" option to
| | 04:06 | prevent the address information from
being changed once it's submitted to
| | 04:10 | PayPal, so that your customer can't
enter one address on your site, and a
| | 04:15 | different address on the PayPal site.
| | 04:18 | The bottom options here
are really important.
| | 04:20 | The first one is the PayPal sandbox.
| | 04:22 | If you are going to experiment on your
site to just see if everything works, and
| | 04:26 | make sure that payments go through, and
all that, you can set up a PayPal sandbox
| | 04:30 | account. You would do that by
going through this link here to
| | 04:35 | developer.paypal.com, and here you can
set up a PayPal sandbox account that you
| | 04:41 | can use to test payments.
| | 04:42 | What will happen is, you set up a test
merchant account, and then you set up
| | 04:47 | test customer account. You would then
enable PayPal sandbox here, enter the test
| | 04:53 | merchant account information as your
PayPal e-mail, and receiver e-mail, and then,
| | 04:58 | when you make purchases on your site,
you enter the test customer information.
| | 05:02 | And that way, when you go into the PayPal
developer page, you can actually see the
| | 05:08 | test payments go from the test
customer to the test merchant.
| | 05:13 | This is quite interesting to work with,
| | 05:14 | so I urge you to try it, and see how it works,
and then use that to experiment on your site.
| | 05:20 | At the very bottom, you can also Enable
logging to see whether or not payments
| | 05:25 | are actually going through.
| | 05:26 | This is really important if something
is going wrong in the communication
| | 05:30 | between your site and PayPal, and you're
getting complaints from customers that
| | 05:34 | things aren't going right.
| | 05:35 | In that case, you can enable the logging
feature, and a file will be created that
| | 05:40 | spells out what happens when your
site tries to communicate with PayPal, and
| | 05:44 | you'll see any errors as they happen.
| | 05:47 | Once you have a PayPal account, using
PayPal as your payment gateway is very simple.
| | 05:52 | Just make sure that while you're testing
your site, you use the PayPal sandbox
| | 05:56 | account, so you don't have to
transfer actual money between accounts.
| | Collapse this transcript |
| Setting up Stripe payments with an extension| 00:00 | In addition to the built-in payment
solutions that come with WooCommerce, you
| | 00:05 | can also buy extension modules that add
additional payment options to your site.
| | 00:10 | We can use one such extension
to add payments through Stripe.
| | 00:15 | Stripe is an alternative to PayPal,
but doesn't take the visitor off the
| | 00:19 | site when they're making payments,
and it is a solution that is gaining
| | 00:22 | popularity, especially among Web
developers, for its cleaner and less
| | 00:26 | obstructive user experience.
| | 00:29 | Before you choose to use Stripe, you
need to read up on how this particular
| | 00:34 | payment gateway works.
| | 00:36 | First of all, Stripe is currently only
available in the US and Canada, but if you
| | 00:41 | are in the US or Canada, it's a great
option, and a great alternative to PayPal.
| | 00:46 | Just like PayPal, a Stripe account is
free, and with Stripe, you can receive
| | 00:51 | payments from all major credit cards.
| | 00:53 | Stripe also costs the same as PayPal
Payment Standard: 2.9%, plus $.30
| | 00:59 | per successful charge.
| | 01:01 | But unlike PayPal, Stripe
will never hold back a payment,
| | 01:04 | so if you get a payment through
Stripe, it goes directly to your account.
| | 01:10 | If you feel that Stripe is a payment
option you want to go with, you can add an
| | 01:14 | extension to WooCommerce
to make it work.
| | 01:17 | First you need to go to the WooThemes
Web site, and find WooCommerce, and
| | 01:21 | Extensions, and search for Stripe to
find the extension itself; it's right here.
| | 01:27 | After setting up an account with WooThemes,
you can now add Stripe to your cart,
| | 01:33 | and once it's added to your cart, and
purchased, you can download the Stripe
| | 01:37 | extension onto your computer.
| | 01:40 | The extension is actually just a plug-in
for WordPress. It's right here on my
| | 01:44 | Desktop, and now I can go in to WordPress,
go to Plugins, click Add New, Upload,
| | 01:53 | and I can browse to
the plug-in on my Desktop.
| | 01:56 | Here it is; woocommerce-gateway-stripe.
I'll click Open, Install Now, the plug-in is
| | 02:03 | uploaded into my site, installed,
and now I can activate it.
| | 02:07 | If this is the first time you've installed
an extension to WooCommerce, you'll
| | 02:12 | also get this message: Install the
WooThemes Updater plugin, and I recommend
| | 02:17 | installing this plug-in.
| | 02:19 | This will allow you to get updates
to your WooCommerce extensions when
| | 02:24 | they become available,
| | 02:25 | because premium WooCommerce extensions
are not available through the regular
| | 02:29 | WordPress plug-in directory.
| | 02:32 | Now that we've added the WooCommerce
Stripe Gateway as a plug-in, we can go
| | 02:36 | back to WooCommerce, and Settings, go to
Payment Gateways, and now you see Stripe
| | 02:42 | as an option here on the menu, and also
Credit card(Stripe) as an option down
| | 02:46 | here in the bottom.
| | 02:50 | When I open the Stripe option, I can
now enable Stripe, I can give it a title,
| | 02:54 | credit card (Stripe), or something else,
| | 02:58 | I could put in a description, and
I can activate Stripe on my site.
| | 03:03 | Now, here I need some
information from my Stripe account,
| | 03:06 | so I have to go into Stripe, and log in.
| | 03:09 | One of the many cool things about
Stripe is that you don't need to set up a
| | 03:17 | separate sandbox account to test Stripe.
| | 03:21 | When you set up a Stripe account, it is
automatically set to test mode, meaning
| | 03:25 | you can set up your site to work
with Stripe, and you can also run test
| | 03:29 | payments through your site to make
sure everything works. Now I need to
| | 03:33 | get API keys for Stripe.
| | 03:34 | They are found under my account here,
so I'll click on my account, and then
| | 03:39 | Account Settings, and here
you have a tab called API Keys.
| | 03:43 | Here you see we have Test Secret Key,
Test Publishable Key, Live Secret Key,
| | 03:48 | and Live Publishable Key, and these
correspond to the fields I need to enter
| | 03:53 | inside WooCommerce.
| | 03:54 | Here you have Secret Key, Publishable Key,
Test Secret Key, and Test Publishable Key.
| | 03:59 | So, I'm just going to copy those over.
| | 04:01 | I'll use the Copy option here.
| | 04:08 | Now that I've entered the API keys, I'm
going to make sure that Enable TestMode
| | 04:13 | is checked, and I'll click Save changes.
| | 04:16 | Once you activate Stripe as a
payment option, if you don't have a SSL
| | 04:20 | certificate, you'll get this
large warning here at the top.
| | 04:23 | Stripe is enabled, but the force SSL option
is disabled, and this is really important;
| | 04:29 | Stripe is only an option if you
have an SSL certificate on your site,
| | 04:33 | because unlike PayPal, when people pay
through Stripe, they are actually providing
| | 04:38 | the credit card information
right on your site.
| | 04:41 | So, if you don't have an SSL certificate
on your site, and if you don't have
| | 04:45 | the force SSL option enabled in your
WooCommerce settings, you may be sharing the
| | 04:52 | information that your customer is entering --
their credit card information -- with
| | 04:56 | people who are snooping on the connection
between your Web site, and your server,
| | 05:01 | and that's a really bad thing.
| | 05:02 | So, if you want to use Stripe, you need
your SSL certificate, and you also need to
| | 05:06 | check the force SSL option for
the card under General settings.
| | 05:12 | There is one last option on the Stripe
settings; it's this Stripe Checkout box.
| | 05:17 | By default, when you are using Stripe as
a payment option, the customer will see
| | 05:21 | a list of credit cards available on
the bottom of their payment page, but if
| | 05:26 | you enable the Stripe Checkout, it will
instead show a pay button, and then when
| | 05:31 | you click on the pay button, it will open
a modal window, like one of these lightbox
| | 05:35 | windows, and then in that lightbox, they
will see all the credit card options available.
| | 05:39 | So, this is a preference option. You can
try both, and see what works best for you.
| | 05:49 | Stripe is but one of many different
payment gateways available through
| | 05:53 | extensions for WooCommerce.
| | 05:55 | As you can see on the WooCommerce site,
you have lots of different payment
| | 05:59 | gateways that you can purchase, and install
on your site, and they give you almost
| | 06:03 | endless options to provide your customers.
| | 06:07 | All of these payment gateways are added
the same way; you get the plug-in, you
| | 06:11 | install the plug-in into WordPress,
and then it becomes active inside the
| | 06:14 | Payment Gateways option
inside WooCommerce.
| | 06:18 | Choosing to go with Stripe as the
payment gateway removes the PayPal layer that
| | 06:23 | takes the visitor away from the site, and
as an added bonus, Stripe does not hold
| | 06:28 | payments like PayPal
can do in some cases,
| | 06:31 | so you're going to get paid
faster by using this option.
| | Collapse this transcript |
|
|
4. Setting Up Shipping OptionsDeciding on shipping options| 00:00 | When you're selling a physical product,
you need to put some serious thought
| | 00:04 | into how the products are going to be shipped,
and how you want people to pay for this shipping.
| | 00:09 | There are many different methods and
vendors for shipping, and the shipping
| | 00:13 | solution or solutions you go with will
vary depending on what method and what
| | 00:17 | vendor you end up picking.
| | 00:19 | The first thing you need to
think about is, what are you selling?
| | 00:23 | Are these big products, or small products?
Are they easy to package in little
| | 00:27 | square boxes, or are they
tricky when it comes to shipping?
| | 00:30 | All this will go into figuring out
what are the best shipment options.
| | 00:35 | In many cases, shippers will give you a
large box, and say whatever you can fit in
| | 00:39 | this box you will ship for one price, so then
you have to actually get one of those boxes,
| | 00:44 | and put your products inside it, and
figure out how many products you can put
| | 00:48 | inside one box, so you can charge the
same flat fee for anywhere from one to
| | 00:52 | maybe 20, or something like that.
| | 00:54 | Also think about where you're
going to ship your products.
| | 00:57 | Are you only going to
be shipping them locally?
| | 00:59 | Are they going across several states?
| | 01:01 | Or are they going internationally?
| | 01:03 | This will also have an impact on what kind
of shipping vendor you choose to go with.
| | 01:07 | If you want to send things internationally,
and you don't want people to have to wait
| | 01:11 | weeks to get it, you may want to use a
shipping service, like UPS, or FedEx, but
| | 01:15 | if you're only sending it locally,
local mail might be just fine.
| | 01:19 | You also have to think about how
you're going to charge for the shipping.
| | 01:23 | Is the shipping costs going
to be applied after the fact?
| | 01:26 | Are you going to charge
it as part of the product?
| | 01:29 | Are you going to offer free
shipping for certain promotions?
| | 01:32 | Are you going to offer shipping discounts,
or extra charges if people buy large volumes?
| | 01:38 | And how are you going to
package things together?
| | 01:41 | This gets really tricky if you're
selling multiple products that have different
| | 01:44 | shapes and sizes, because you need to
figure out ways of packaging it in such a
| | 01:48 | way that shipping is minimal cost,
while it's still packaged in a smart way.
| | 01:53 | So, take a look at your products; actually
put them on the table, and look at how
| | 01:57 | you would package them to ship them, and
think of all the different combinations
| | 02:01 | people would buy them in, and figure
out the best way of packaging it for
| | 02:05 | shipping, and then look at your shipping
options, and apply the right ones that
| | 02:10 | apply well to your products.
| | 02:12 | Making some key decisions about how
you are going to package, charge for, and
| | 02:17 | ship your products will help you make
decisions on what shipping option or
| | 02:21 | options you want to make available.
| | 02:23 | Once you know that, you can start
setting up these shipping options.
| | Collapse this transcript |
| Creating shipping classes| 00:00 | To make shipping calculations easier
to handle, and to be able to group items
| | 00:05 | you sell into shipping categories, WooCommerce
has a function called shipping classes.
| | 00:10 | Every item you sell can be assigned a
shipping class, and you can define specific
| | 00:15 | shipping costs to each shipping class.
| | 00:17 | So, before we set up the shipping
options, let's take a quick look at how the
| | 00:22 | shipping classes are configured.
| | 00:24 | Shipping classes are actually categories
under which products can be placed.
| | 00:28 | So, you find the Shipping Classes
option under Products, and Shipping Classes.
| | 00:34 | If you're familiar with how WordPress
works, you'll see that this looks exactly
| | 00:37 | like a category page, and here
you can add new shipping classes.
| | 00:41 | So, now you have to think about the
products that you are going to sell, and
| | 00:45 | whether or not you want
to group them into classes.
| | 00:48 | In the example project I'm going to
work with, I have several different types
| | 00:52 | of items I am selling.
| | 00:53 | I have small items, like cutlery, and small
glasses, and other things for the kitchen,
| | 00:58 | I have textile items I know are
going to be easy to pack, and I also have
| | 01:02 | furniture, which is large,
heavy, and bulky.
| | 01:05 | So, I am going to make three shipping
classes; one for each of these items. And
| | 01:10 | then later in the course, we'll look at
how we can apply specific shipping costs
| | 01:14 | to each of these shipping classes.
| | 01:15 | So, I'll make one class called Small
Items; click Add to Add New Shipping Class.
| | 01:23 | I'll make one that's called Textiles,
and finally, one that's called Furniture.
| | 01:30 | And as you we can see, since this is
basically just a custom category for your
| | 01:34 | product, you can add as many as you
like. You can also make parent and child
| | 01:39 | relationships between different
classes, and you can make this however
| | 01:42 | complicated you want,
| | 01:43 | but my recommendation is to keep it
fairly simple, because if you make extremely
| | 01:48 | complicated shipping classes, then it
will be just as complicated as just making
| | 01:52 | custom shipping options
for each individual product.
| | 01:54 | Once you've added shipping classes into
the Shipping Classes option, you can go
| | 02:00 | back to WooCommerce, and Settings, and
Shipping, and you'll see that the shipping
| | 02:06 | classes now become options
under each of the shipping options.
| | 02:09 | So, when we scroll down here, and we add
a Flat Rate, you'll see that we now have
| | 02:13 | the shipping classes we entered.
| | 02:15 | So, that's why you need to do this
before you set up your Shipping options.
| | 02:19 | Shipping Classes is one of several
ways you can simplify the calculation of
| | 02:23 | shipping cost for your sold products.
| | 02:25 | We'll get back to this
setting later in the course.
| | Collapse this transcript |
| Using built-in shipping methods| 00:01 | WooCommerce comes with several standard shipping
methods built in, depending on your needs.
| | 00:06 | These options are Flat Rate shipping,
Free Shipping, International Delivery,
| | 00:11 | Local Delivery, and Local Pickup.
| | 00:14 | You can further extend your shipping
options by adding extensions to WooCommerce.
| | 00:19 | You find them under WooThemes > WooCommerce,
and Extensions, and here you can search
| | 00:23 | for shipping methods.
| | 00:25 | As you can see, there are many different
shipping methods available, depending on
| | 00:29 | where you are located, and how you want
to ship your products to your customer.
| | 00:35 | Just like with the Tax Options, and the
Payment Gateways options, the Shipping
| | 00:39 | Options consist of a Shipping Options
page, along with separate configuration
| | 00:44 | pages for each of your shipping options,
| | 00:47 | and if you are adding extra extensions,
they will also appear on this page.
| | 00:52 | Off the top, on the Shipping
Options, you can enable or disable
| | 00:56 | Shipping Calculations.
| | 00:57 | If you're only selling digital
products or services, you can uncheck this,
| | 01:01 | because you don't need to
calculate shipping.
| | 01:03 | That way, you won't have the shipping
fields in the product pages, and the
| | 01:07 | customers won't see the shipping fields.
| | 01:10 | If so, you should also disable the
Shipping Calculator on the Cart page, so that
| | 01:14 | the customer doesn't see a shipping
calculator that does nothing, because there
| | 01:17 | is no shipping applied.
| | 01:20 | If you want to, you can also check
this Hide shipping costs until an address
| | 01:24 | is entered in the box.
| | 01:26 | This may be a good idea, because in some
cases, if a customer comes into a store,
| | 01:30 | places products in her cart, and then
goes to the page, and sees a shipping price,
| | 01:35 | and then once she enters her own address,
she'll see that shipping price go up
| | 01:38 | dramatically, it will be quite jarring.
| | 01:41 | If you think that's going to happen,
you may want to hide the shipping costs
| | 01:44 | until the address is entered.
| | 01:46 | Otherwise, you can leave it on.
| | 01:48 | You can choose how you want to display
the different shipping options. By
| | 01:51 | default, they are displayed as radio buttons,
so you can see all your different options.
| | 01:55 | But if you have a lot of shipping
options, you can choose to change this to a
| | 01:59 | select box, and then you get
this dropdown type view instead.
| | 02:02 | Just remember that if you change it
to a select box, the customer doesn't
| | 02:05 | automatically see all the options,
and has to actively look for them,
| | 02:09 | so in most cases, leaving it
at radio buttons is a good idea.
| | 02:14 | For Shipping Destination, you can
choose to only ship to the user's
| | 02:17 | billing address. That way the user will not be
prompted to enter a separate shipping address.
| | 02:22 | I recommend leaving this off, because in
many cases, a customer will want to ship
| | 02:27 | to a separate address
from their billing address.
| | 02:30 | You can also choose to set ship
to billing address by default.
| | 02:33 | What this means is, by default, the
customer will only see one form, where they
| | 02:37 | can enter address, and then they have a button
that says, enter separate shipping address.
| | 02:42 | This is a good idea, because it doesn't
force the customer to enter a separate
| | 02:46 | shipping address every time,
because that can be annoying,
| | 02:49 | but it does require the customer to
take one extra step to be able to add a
| | 02:54 | separate shipping address.
| | 02:55 | You can also choose to collect
shipping address even when not required.
| | 02:59 | I am not sure why you would want to
do that, but I can imagine a couple of
| | 03:03 | examples where that would be required,
so you have the option if you need it.
| | 03:08 | Just like with the payment gateways,
you can see which shipping options are
| | 03:11 | currently available, because they are ticked
with this pink checkmark on this form here.
| | 03:17 | You can also change the order in
which the shipping options are displayed
| | 03:21 | for the customer here by dragging
and dropping them, and you can select a
| | 03:24 | default shipping option if you want to
by checking the radio button, and then
| | 03:29 | clicking Save changes.
| | 03:31 | Now let's take a look at
each of the options.
| | 03:34 | Let's start with Flat Rate.
| | 03:36 | To enable Flat Rate, we need to check
the enable box, and we can now give it a
| | 03:39 | title, and also set a Cost per order,
so this will be a flat rate applied to
| | 03:44 | absolutely every order.
| | 03:45 | You can also make the method available
only for certain countries, and this is
| | 03:49 | probably a good idea if you have a
flat rate shipping, because depending on
| | 03:53 | where you are, you may not want to
send a flat rate price to a country on the
| | 03:58 | other side of the planet.
| | 03:59 | So, if you are going to use flat rate as
an option, I would recommend restricting
| | 04:04 | it only to the country
you are currently in.
| | 04:06 | So, for example, the United States.
| | 04:09 | You can set the Calculation Type to
either Per Order, Per Item, or Per Class, and
| | 04:14 | here you see those classes kick in.
| | 04:16 | So, in my case,
I am going to set it to Per Class.
| | 04:20 | you can set the Tax Status for the
shipping either to Taxable, or to None.
| | 04:24 | You can set a Default Cost for the
shipping, you can set a Default Handling Fee
| | 04:29 | for the shipping, and you can set
a Minimum Fee for the shipping.
| | 04:32 | But since I am going to use
classes, I am not going to do that.
| | 04:36 | Instead, I'm going to scroll down to Flat
Rates here, and add flat rates per class.
| | 04:40 | So, here I'll click Add Flat Rate, and
I'll select a Furniture class, set the
| | 04:45 | Cost at $50, and the Handling Fee at $20.
| | 04:48 | Then I'll add another flat rate for the
Small items. I'll set the Cost at $5, and
| | 04:54 | handling at $5, and finally I'll add one
for my Textile class, and I'll set that
| | 05:01 | at $10, and $5. Now these settings will
work along with the Calculation Type, so
| | 05:07 | that if someone adds a Furniture item,
a Small Item, and a Textile Item, they'll
| | 05:12 | pay separate shipping and
handling for each of these items.
| | 05:15 | But if they add multiples of each of
the individual classes, they may only have
| | 05:20 | to pay for one set of shipping for them.
| | 05:24 | Finally, you can add additional
Shipping Options here by entering them
| | 05:27 | according to this formula: Option Name, then
pipe, Cost, pipe, and then Per-order (yes or no).
| | 05:34 | This is an advanced option that allows
you to set very detailed options for this
| | 05:39 | particular shipping method.
| | 05:41 | Once you've made your changes, click Save
changes, and we'll move on to the next option.
| | 05:46 | Free Shipping is probably the
easiest option. Here you simply enable the
| | 05:50 | option, set a title, restrict your
allowed countries to your current country,
| | 05:55 | because you do not want to ship for free to the
rest of the world; that's going to be expensive.
| | 06:01 | And then you can set requirements for
the free shipping option; for example, a
| | 06:06 | valid free shipping coupon, a minimum
order amount, a minimum order or a coupon,
| | 06:11 | and a minimum order and a coupon.
| | 06:13 | And if you set a minimum order amount,
you have to actually enter the minimum
| | 06:17 | order amount here as well.
| | 06:20 | International Delivery is
just like the Flat Rate.
| | 06:24 | You enable it, you set a title;
| | 06:26 | you then set which countries
international shipping is enabled for.
| | 06:30 | In my case, I only want to ship to
Canada, so I'll enter Canada as my country.
| | 06:36 | You can also use this dropdown to
exclude specific countries instead, if you
| | 06:40 | want to ship all over the world,
except a specific country.
| | 06:44 | You can set the Calculation Type
the same way you did for flat rate.
| | 06:48 | You can set the Tax Status the same,
Default Cost, and so on, and also Flat Rates
| | 06:53 | just like you did with the flat rates.
| | 06:57 | Local Delivery allows you to deliver
your products to your local customers.
| | 07:02 | To make this shipment method
available, you need to enable it, give it a
| | 07:06 | Title, set the Fee Type either to a
Fixed amount, to a percentage of the total,
| | 07:12 | or to a Fixed amount per product, and
then you enter either the fixed amount
| | 07:16 | or the percentage here.
| | 07:17 | And then you have to restrict the
option to specific ZIP codes or postal codes.
| | 07:22 | That way you won't have a situation
where someone orders a product, and then
| | 07:26 | selects Local Delivery as an option,
even though they live really far away.
| | 07:31 | So, here you have to be careful to add
the correct ZIP codes you want to deliver
| | 07:35 | to, and you separate them using a comma.
| | 07:38 | Finally, you can make the method available
only in certain countries, and this is,
| | 07:42 | again, a really good idea, so you
don't say you can do local delivery in a
| | 07:46 | country where you can't
actually do local delivery.
| | 07:48 | The last option is Local Pickup.
| | 07:52 | This allows the customer to come to
your location, and pick up the product.
| | 07:56 | If you want to use this option, I
highly recommend only using it if you have a
| | 08:00 | proper business address.
| | 08:01 | Otherwise, people will show up at
your house to pick up products.
| | 08:05 | Here you need to enable
the option, give it a title,
| | 08:09 | restrict the option to certain ZIP
codes or post codes, so that people who are
| | 08:13 | too far away won't be given this option.
| | 08:15 | Again, you can set the Method availability
to only specific countries, so you
| | 08:20 | don't give this option to people
who are in a different country.
| | 08:23 | And finally, you can apply
the base tax rates.
| | 08:26 | In most cases, you want to do this,
because the customer is going to come to your
| | 08:30 | location to pick it up, so the sales tax
wherever you are located is going to be
| | 08:34 | the one that is applied.
| | 08:36 | Providing different shipping options
for your customer helps your customer
| | 08:40 | choose how they want
to receive your products.
| | 08:43 | Of course, different shipping methods
have different costs, so you have to make
| | 08:48 | sure that you charge an appropriate
amount for different shipping options, so
| | 08:52 | you don't have to foot the bill
for the shipping to your customer.
| | 08:55 | And if you're adding extensions,
like a UPS, or a FedEx extension, you can
| | 09:00 | also hook WooCommerce into their
APIs, so you can get very customized
| | 09:05 | shipping for your customers, and they
can set up their own pricing and their
| | 09:09 | own options themselves.
| | Collapse this transcript |
|
|
5. Adding ProductsAdding a new product| 00:00 | Now that you have configured WooCommerce
to work with your site, it's time to
| | 00:04 | start adding products.
| | 00:06 | Because WooCommerce works with the
core features of WordPress, adding a new
| | 00:10 | product is pretty much the
same as adding a new page or post.
| | 00:14 | You just have to fill in some
extra information about your product.
| | 00:18 | To add a new product, I can either go to
the WordPress toolbar, and select New, and
| | 00:23 | Product, or I can go to the admin panel,
go to Products, and click Add Product.
| | 00:30 | As you can see, the Add New Product page
looks pretty much like the Add New Post page.
| | 00:36 | You can enter a title, or a product name,
you can enter a product description,
| | 00:41 | you have product categories, and product
tags, you have product data, and this is
| | 00:46 | where you would enter all the
information about your product.
| | 00:49 | You also have a product gallery, a
featured image, and at the very bottom, you
| | 00:52 | have Product Short Description.
| | 00:55 | I am just going to collapse this Custom
Fields here, so that it's not in the way,
| | 01:00 | and then I can start
entering my information.
| | 01:02 | To make it easy for myself, I've
created a text file that has all the
| | 01:06 | information about my products, and
here I can get that information.
| | 01:09 | So, I'll start with the name of my
product, I'll copy that out, go back to
| | 01:15 | WordPress, and paste it in
as the product name.
| | 01:20 | Next I can look at the categories, and here
you see I have both a department, and a category,
| | 01:25 | but if you look at my setup here
inside the site, I only have product
| | 01:30 | categories, so here I have to be clever.
| | 01:33 | Because I have Department and then Kitchen,
and I also have Category as Serveware,
| | 01:38 | I'm going to create three categories.
| | 01:41 | First, I'll create one that's just
called Department. I'll add that as a new
| | 01:46 | Product category; it's up here.
I'll uncheck it.
| | 01:50 | Then I'll add a new Product category,
call it Kitchen, and set the Department
| | 01:55 | category as the parent to this category.
| | 01:59 | As you can see, the Kitchen
category now appears as a subset of the
| | 02:03 | Department category, and as I add
more rooms, all these rooms will then
| | 02:06 | appear under Department.
| | 02:09 | I also need to add the Serveware category,
so I'll go in and add that as well,
| | 02:15 | and now I have both
Serveware and Kitchen applied.
| | 02:20 | Next, I can grab the long and
short description for the product.
| | 02:23 | So, I'll grab the long description here,
copy it out, and I want to paste this in
| | 02:29 | as plain text, so I get rid of any
styling, so I'll click on the Paste as Plain
| | 02:34 | Text button, and then paste
it in here, and click Insert.
| | 02:38 | I'll do the same for the short
description, so I'll go back and find the
| | 02:41 | short description, copy that, scroll
down to the bottom, find the short
| | 02:46 | description, Paste as Plain Text,
paste it in, and now finally I want to add
| | 02:53 | information about my product itself.
| | 02:54 | To begin with, I'll just add
the SKU number, and the price.
| | 02:58 | So, I'll go back and find my SKU number;
| | 03:00 | it's right here, and enter that, and then I'll
add the price, 16.99, copy that, and paste it in.
| | 03:10 | If I want to, I can also set a Sale
Price, and even schedule the sale price to
| | 03:15 | only appear in a specific time period, but
I don't want to do any of that right now.
| | 03:19 | I'm simply going to enter this information,
make sure everything else is correct,
| | 03:24 | and Publish my product.
| | 03:26 | Now I can view the product by clicking
the button here on the WordPress toolbar,
| | 03:30 | or right here under the title, and
I can see the product on my site.
| | 03:35 | Of course, this product is far from
completed. Right now I'm just seeing that
| | 03:40 | it's under Department, and Kitchen;
it has a price, and a title, a short
| | 03:44 | description, and a long
description, but there is a lot missing.
| | 03:47 | I don't have an image, and I
don't have any other information.
| | 03:51 | Once the product is published,
you can see it in your shop,
| | 03:55 | but all we have right now
is basic text info.
| | 03:58 | WooCommerce lets us go a lot further
in customizing the information available
| | 04:02 | for our products, and filling this
information out will provide a better
| | 04:06 | shopping experience for your customer.
| | Collapse this transcript |
| Working with product data| 00:00 | When you create a product, you can
choose to add as little or as much
| | 00:04 | information about that product as you like,
both for your clients, and also for yourself.
| | 00:10 | My advice to you is to be
as exhaustive as possible.
| | 00:14 | The more information you put in, the
more information people will find, and the
| | 00:18 | easier it will be for you to
manage your product down the road.
| | 00:21 | For example, you can override default
tax and shipping settings, and make custom
| | 00:26 | settings for each product, and you can
also group multiple products if you like.
| | 00:31 | Let's take a closer look
at what is possible here.
| | 00:34 | In the previous movie, we created a new
product, but so far, we don't really have
| | 00:38 | a lot of information about
this product on our page.
| | 00:41 | Now it's time to go in and look
closer at the product settings.
| | 00:44 | When I'm in my product, I can go and
edit it simply by clicking Edit Product
| | 00:48 | here on the WordPress toolbar.
| | 00:51 | You can also go to the admin panel,
and select Products, and navigate to
| | 00:55 | the product from there.
| | 00:57 | Let's take a closer look at the
Product Data section for our product.
| | 01:01 | As you can see, we have a lot of
settings here that we can work with to add
| | 01:05 | additional information to our product.
| | 01:07 | The default setting is Simple product,
meaning it's a standard product with
| | 01:12 | standard information.
| | 01:13 | You can change this to a Grouped product
if you want. A Grouped product is when
| | 01:17 | you have one main product, and then you
have a bunch of other products that are
| | 01:21 | associated with that product, so when
you click on the Grouped product on the
| | 01:25 | page, you'll see all the products
that are closely associated with it.
| | 01:29 | It's a bit of a weird feature, I have
to admit, so you need to experiment with
| | 01:33 | that and see how it works.
| | 01:35 | You can also set up an
External/Affiliate product.
| | 01:38 | In that case, you would display the
product on your site, but the actual
| | 01:42 | purchase option would be somewhere else.
| | 01:44 | So, you would enter a link to the affiliate
page, and then the customer would jump
| | 01:49 | to that page to make the purchase, and
you would get a share of the profits.
| | 01:52 | And finally, you can
set up a Variable product.
| | 01:55 | We're going to cover the Variable product
option later in the course, so for now,
| | 02:00 | let's just leave it at Simple product.
| | 02:02 | You can also choose to set this as a
Virtual product, and a Downloadable product,
| | 02:06 | and we'll also cover this later, but
if you're selling a service, for example,
| | 02:10 | you would set Virtual, and then you
get rid of all of the shipping options.
| | 02:13 | We've already looked at some of the
General settings. Here you have the SKU
| | 02:17 | number, where you can track each product
individually. You can set a Regular
| | 02:21 | Price, and you can also set a Sale
Price; let's say 14.95, and then you can
| | 02:26 | Schedule the Sale Price to only
be for a specific time period.
| | 02:30 | Let's say Wednesday to Friday, and
then the sale price will appear only
| | 02:35 | within this time period.
| | 02:39 | You can set the Tax Status either to
Taxable, to Shipping tax only, or to None,
| | 02:44 | and if you select Taxable, you
can also pick this Tax Class.
| | 02:49 | And you'll remember, we set tax classes in the
tax settings; well, here those tax classes apply.
| | 02:54 | So, here we can set to a Standard Rate,
the Reduced Rate, the Zero Rate, or the
| | 02:59 | custom tax class I created
called PST Exempt.
| | 03:02 | The next tab is the Inventory tab.
| | 03:05 | Here you choose if you want to
manage stock for this particular product.
| | 03:09 | If this is a physical product, or if you
want to control the stock of a product,
| | 03:13 | say, it's a service, you can check the
box, and this will enable you to enter the
| | 03:18 | current stock quantity.
| | 03:20 | Let's say I have 12 of this product.
| | 03:23 | Now, as customers purchase the product,
the stock quantity will go down, and
| | 03:28 | eventually I'll be notified that
I am low on stock, or out of stock.
| | 03:32 | Managing stock and entering a stock
quantity will also ensure that you don't
| | 03:36 | have a situation where multiple people
log in to your site at the same time, and
| | 03:40 | all add the product to their cart, and
then you end up overselling the product.
| | 03:45 | This option gives you detailed
control of stock management for each
| | 03:49 | individual product.
| | 03:51 | You can also choose to set the Stock status
manually, either In stock, or Out of stock,
| | 03:56 | so even if you currently have stock, you
can set it to Out of stock if you want to.
| | 04:00 | And you can allow Backorders; either Do
not allow, you can allow it, but notify
| | 04:04 | the customer that this is in fact
a backorder, or just check Allow.
| | 04:09 | Finally, you have this
Sold individually checkbox.
| | 04:12 | This allows you to restrict the sale of
a product to only one product per order.
| | 04:17 | That way, if you have a product that's
in short supply, and you're afraid that
| | 04:21 | someone will simply buy out all your
product, you can check this, and that way
| | 04:26 | people can only buy one product at a time,
and you can restrict their orders that way.
| | 04:30 | The next tab is for Shipping.
| | 04:32 | Here you can set the Weight of the
products. I have this in my text file, so
| | 04:37 | I'll see the Weight here is 4 pounds;
really heavy jug. And I can also set the
| | 04:42 | Dimensions, so here the shipping Dimensions
are 13 by 5 by 1, I am going to guess,
| | 04:47 | so I'll say 13 by 5 by 1.
| | 04:51 | This information will now display on
the product page, and it'll also kick in
| | 04:56 | if you're using a shipping calculator
from UPS, or FedEx, or some other shipping
| | 05:00 | service, to ensure that the package that it's
being shipped in is in fact the right size.
| | 05:06 | Here you can also assign a Shipping class.
| | 05:08 | Now, you'll remember we set up
three shipping classes earlier.
| | 05:12 | I set up Small Items, Textiles
and Furniture, and here I can apply
| | 05:17 | those shipping classes.
| | 05:18 | So, in this case, it's a Small Item; that
way, the small item shipping cost will be
| | 05:22 | applied for flat rate shipping,
and international shipping.
| | 05:26 | Under Linked Products, we can link
individual products that are already in our
| | 05:31 | archive to our current product.
| | 05:34 | That way, we can either set Up-Sells;
this would be products that are
| | 05:37 | suggested in addition to the current
product you have. That would be a
| | 05:41 | product that's a similar type of product,
but a more expensive one, or it would
| | 05:45 | be recommended additions that you
should buy, to the product. Let's say you're
| | 05:50 | selling glasses, and you want to also
sell cases for the glasses; you could
| | 05:54 | add that as an up-sell.
| | 05:55 | You can also set up Cross-Sells.
| | 05:56 | Cross-Sells appear in the shopping cart,
| | 06:00 | so when the customer lands in the
shopping cart, it will say, hey, I saw you
| | 06:05 | were buying glasses; may I suggest
you also buy cases for your glasses.
| | 06:09 | And here you can actually go in and
select specific products from your list, so
| | 06:13 | as you start typing the name of a product,
it will appear here, and then you can
| | 06:17 | select all the products.
| | 06:18 | We'll look at this later on in the course.
| | 06:20 | This is also where you would group
this product in with a product group.
| | 06:24 | So, if you originally set a grouped
product, then you can associate the current
| | 06:29 | product with that product group.
| | 06:33 | The final two tabs are
Attributes, and Advanced.
| | 06:36 | We'll cover Attributes later when
we talk about variable products.
| | 06:41 | Under Advanced, you can set a custom
Purchase Note to the customer after the
| | 06:46 | purchase, so if there is some specific
thing the customer needs to know about
| | 06:49 | the product they just purchased,
you can enter that information here.
| | 06:52 | You can also set the
Menu order for the product.
| | 06:55 | Now, if you remember back to when we talked
about the catalog settings -- here, I'll
| | 07:00 | show you. If we go to WooCommerce, and
Settings, and I'll open this in a separate
| | 07:04 | tab, and we go to Catalog,
| | 07:06 | you'll see by default that product
sorting is set to Default sorting
| | 07:11 | (custom ordering + name),
| | 07:13 | meaning, in the catalog pages, you see
all the products in alphabetical order,
| | 07:18 | but if you have custom ordering,
whatever item is set to display at the front
| | 07:23 | will display at the front,
and that's what this is.
| | 07:26 | So, if you set the Menu order of an item
to 1, for example, and there are no other
| | 07:31 | items that are set to Menu order 1,
that product will appear higher in the
| | 07:35 | hierarchy than the other products.
| | 07:38 | This, of course, requires some management,
so you have to experiment with it,
| | 07:41 | and see how it works.
| | 07:42 | By using the Product Data section
right, you can enter lots of extra
| | 07:46 | information about your product, and
you can really customize the behavior of
| | 07:49 | each individual product.
| | 07:51 | Just remember, when you make changes
to these settings, you always have to
| | 07:55 | Update your product posts;
otherwise, all your changes will disappear.
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| Adding images to a product| 00:00 | Images are very important if you want
to make sales from your shop. The more
| | 00:05 | images you have, and ahe better and more
detailed these images are, the more likely
| | 00:09 | your customers are to trust you,
and want to buy your products.
| | 00:13 | Investing time and money in good
product photography will go a long way in
| | 00:17 | securing sales for your business.
| | 00:20 | Once you have those product photos,
adding them to your product is as easy as it
| | 00:24 | can get, and with WooCommerce, you don't
need an extension to add multiple images.
| | 00:29 | Before we add images to our product,
let's just look at how images appear
| | 00:34 | for other products.
| | 00:35 | So, I will go to the Shop, and
look at one of the demo items here.
| | 00:38 | So, I will select this coffee mug.
| | 00:41 | Here you see that we have one featured
image, and we also have some other images
| | 00:45 | in the gallery, and if I select one of
these images, we see the image pop up in a
| | 00:49 | lightbox, or we can navigate between
images, either with the thumbnails, or with
| | 00:54 | arrows, or by just hovering over
the image, and we can see all the images.
| | 00:58 | What you will also notice is that
these images are cropped, so if this image
| | 01:03 | was a wide image, it would have been
cropped down to square, so you have to keep
| | 01:08 | that in mind when you take your images. And
the square is always cropped in the middle,
| | 01:12 | so if you have an image with the product
off to the side, it might look strange
| | 01:16 | when it gets cropped.
| | 01:17 | Now that we've seen what the images can
look like we're going to go and add in
| | 01:22 | the image for our new product, so I
will go to the admin panel, I will go to
| | 01:26 | Products, and here you
see my new product.
| | 01:28 | I can click on it to edit it, and
then I am going to add my new images.
| | 01:33 | I already have the images on my computer.
They are under this Products folder, and
| | 01:36 | I have some images here, and I have
three images; I have one image that I am
| | 01:41 | going to use as my featured image, and
then I have two additional images that are
| | 01:45 | going to go as my gallery images.
| | 01:48 | So, first I am going to
add the featured image.
| | 01:50 | I'll scroll down, and find the Featured
Image option, and click Set featured image.
| | 01:56 | This takes me directly to the image
uploader for WordPress, and here I can either
| | 02:00 | click to select the file, or I can
simply drag-and-drop the file into the box.
| | 02:04 | So, I will do that; I'll open my folder,
find the image I want, and just dump it in.
| | 02:09 | The image gets uploaded into WordPress.
I can also see how it's been cropped, and
| | 02:15 | I think that that's okay;
| | 02:16 | I will go and give it a title, so I
will give it the same title as the product.
| | 02:21 | So, I will go to my folder here, find
the product information, I will grab the
| | 02:27 | title of product, put it as the title,
and then I will also say from No Obstacles
| | 02:34 | Home. I will copy all this information,
and I will also put it into the
| | 02:39 | alternate text field.
| | 02:41 | This is important, because Google will
index the alternate text field, so if I
| | 02:46 | put in all this information in the alternate
text field, if someone ever searches for
| | 02:50 | that information, they will find it.
| | 02:52 | That also means I should probably add the
SKU number into the alternate text field too.
| | 02:57 | So, I will go back to my text file, and
find the SKU number from this product,
| | 03:01 | copy it, and paste it in at the end. That way,
if someone makes a search for the SKU number
| | 03:11 | for some reason on Google, they
will find the image of the product.
| | 03:15 | Now that I have the image uploaded, I
see what it looks like cropped. I think
| | 03:19 | this is okay, and I am going to
set this as the featured image.
| | 03:22 | I can see the image appear down
here, and if I now go and update my post,
| | 03:26 | and preview it, I can see the image
in the cropped format, and if I click on
| | 03:32 | it, it pops up in the full size, and as
you can see, up here at the top, we can see
| | 03:36 | the alternate text, along with the SKU number, and
at the bottom we see the title for the image.
| | 03:40 | So, here you can get creative about what
information you want to provide in both
| | 03:45 | your title, and your alternate text.
| | 03:48 | Now I want to add the gallery in
addition, so I will go back to my product,
| | 03:53 | scroll down, and find Product Gallery,
and click Add product gallery images.
| | 03:57 | Now I can either select the existing
images inside my site if I want to do that,
| | 04:02 | or I can upload new files, so I will
click Upload Files, and this time I'll click
| | 04:07 | Select Files, navigate to the folder,
and find the two images I want to use,
| | 04:13 | highlight them both, and click Open.
They are uploaded in, and then I am going to
| | 04:19 | go to the original image, and copy out
the information here. So, I will copy that,
| | 04:24 | and then paste it in for each of the
new ones; paste, and paste, and then I will
| | 04:29 | do the same for alternate text, so I
will copy that, paste, and I will delete the
| | 04:35 | description, and paste,
and delete the description.
| | 04:38 | Now I want to make a product gallery,
| | 04:41 | so I am going to click on the first
image, and then hold down Shift, and click on
| | 04:47 | the second one, so both are checked,
and click on Add to gallery down here.
| | 04:51 | Now I can see both images have been added
to my gallery, and if I scroll up, and
| | 04:55 | click Update, and then
Preview Changes again,
| | 04:59 | you will see that we now have both of
those images in my gallery, and if I click on
| | 05:04 | one of them, I see my alternate description,
my title, I see the thumbnails for
| | 05:08 | each of the images down here that I can
navigate between, and I can go through my gallery.
| | 05:15 | Like I said before, and I can't stress
this enough: adding great images of your
| | 05:20 | products will increase your sales, and
doing so using WooCommerce is as easy as
| | 05:25 | it can get. Just remember to be honest
with your images. Don't upload images
| | 05:29 | that misrepresent your products.
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| Managing product variations| 00:00 | Depending on the type of products you
sell, you may have product variations;
| | 00:05 | this could be different sizes, different colors,
or a combination of both, or any
| | 00:10 | other type of variation.
| | 00:12 | Rather than making separate products
for each of these variations, WooCommerce
| | 00:16 | allows you to create one
product that has multiple variations.
| | 00:20 | You can add separate SKU numbers,
stock volumes, prices, and images of each
| | 00:26 | variation, and having them all under
the same product makes management a lot
| | 00:30 | easier in the long run.
| | 00:31 | Let me show you how that's done.
| | 00:34 | What I have done here is created a new
product. It's called the Slumber Organic
| | 00:38 | Cotton Sheet Set, and right now, I only
have one variation for it; it's the white
| | 00:43 | version, and it's a twin size.
| | 00:45 | But in my shop, I also want to sell
Queen and King sizes, and I want to sell them
| | 00:51 | in three different colors:
white, charcoal, and linen.
| | 00:55 | So, instead of making a whole list of
different products, I am just going to add
| | 01:00 | all the variations into this one product,
and the customer can pick what type of
| | 01:04 | variation they want when they purchase it.
| | 01:06 | So, I will go to edit the product, I
will scroll down to Product Data,
| | 01:11 | and here I will change the type of product
from Simple product to Variable product.
| | 01:15 | When I do so, I get an extra field
in my tabs here called variations, but
| | 01:21 | out of the box, I can't
actually use variations.
| | 01:25 | First I need to set up the attributes
that I am going to change in my product,
| | 01:29 | so I will go to Attributes, and
then I can create my new attributes.
| | 01:33 | In this case, I have two attributes I
want to change through these products.
| | 01:37 | It's color, and it's
the bed frame size.
| | 01:40 | So, I will start by adding a new
attribute, so I will click Add, I will give it
| | 01:44 | the name Frame size, and then I can
enter the different values, and each of them
| | 01:49 | are separated by a pipe.
| | 01:51 | So, I'll start by saying Twin, the
pipe, and Queen, a pipe again, and a King.
| | 01:57 | So, that's the three sizes I want
to have in my Frame size variable.
| | 02:03 | Now I need to show that the variable is
visible on the product page, meaning the
| | 02:08 | person who is purchasing the product
can see the variable, and change between it,
| | 02:12 | and I also want to use it for
variations, so I will check that as well.
| | 02:16 | I am also going to add the color
variable, so I will click Add again, call it
| | 02:21 | Color, and then add in the variable
colors, so it would be White, pipe,
| | 02:27 | Charcoal, pipe, Linen.
| | 02:30 | Again, check Use for variations, and make
sure Visible on the product page is checked.
| | 02:35 | And when I am done with this,
I will click Save attributes.
| | 02:38 | Now that I have the attributes saved, I can
go in and configure each of these variations.
| | 02:44 | I can click here on Add Variation, and
here I can pick what frame size I want, and
| | 02:50 | what color I want, and then I
can add information for that,
| | 02:54 | but that's going to be a lot of work,
because here we have three different colors,
| | 02:58 | and three different sizes, meaning in all we
will have nine different types of variations.
| | 03:04 | So, instead of making all this manually,
I am going to remove this one, and then
| | 03:08 | click on the Link all variations.
| | 03:10 | This function allows WooCommerce to go
through all my different attributes, and
| | 03:15 | then create all the possible permutations
of that variation up to a total of
| | 03:20 | 50. In this case, I know it's not going
to be more than nine, so that will work
| | 03:24 | fine, so I will click OK.
| | 03:26 | Nine variations are now added, and I can click
OK, and now I can see each of these variations.
| | 03:32 | Now that those variations are created, I can
go ahead and configure them. Here you see
| | 03:36 | we have the twin, and it's white, so I can
go in and change my SKU accordingly, so
| | 03:41 | it will be BTS7, for white, 68,
and then it's a twin (BTS768T).
| | 03:48 | I can set an individual stock quantity
for this; I will say 15. I set the
| | 03:52 | price; the price for the twin size is
32.95. I can also set a Sale Price if I
| | 03:57 | want to. I already added the weight
for the simple product, and the weight is
| | 04:02 | going to be the same across all of these. I
also added the shipping class, and the tax class,
| | 04:07 | and now I just need to add an image,
so I will click on image here, and then I
| | 04:12 | will use it as an existing image,
because this is the white version. Click Set
| | 04:16 | variation image, so now the white
image is associated with the white one.
| | 04:20 | And then if I scroll down, I can see that
I have both the Queen size, and the King
| | 04:25 | size in white.
Let's go past those for now.
| | 04:27 | Then I have the charcoal variation here,
so I will go back and say BTS8, because
| | 04:31 | that's the charcoal, 68, that was a
twin size (BTS868T). We can set the Stock
| | 04:39 | Quantity for this one to 5.
| | 04:40 | The price is still 32.95. Everything
else is the same, but this time I'm going to
| | 04:47 | add a new image, so I will go Upload
Files, select the file, find my
| | 04:51 | charcoal, and like I did with the
picture here, I am going to go and grab the
| | 04:56 | information from the
original one; copy it over.
| | 04:59 | Then I might want to say charcoal, and
then I will also paste it in down here,
| | 05:06 | click Set variation image;
| | 05:07 | now I have a separate image
for that variation.
| | 05:10 | Now what I have to do is enter the rest
of the variations, and then we can take a
| | 05:15 | look at what this will
look like for the customer.
| | 05:18 | Now that I have configured all my
variations, and assigned images to each of
| | 05:21 | them, and I have entered all the
information, I can go up and click Update to
| | 05:27 | update my product, and now when we go to view
the product, you will see we have new options.
| | 05:34 | The customer is now able to
choose a frame size, and also a color.
| | 05:38 | So, if I go in here, and I change this to
the Queen frame size, and then choose the
| | 05:44 | Charcoal color, we saw the image change
color, and the price also changed, and we
| | 05:48 | can see the current stock
quantity for this particular combination.
| | 05:52 | I can then go in and change the size to
King; you see the price changes, and the
| | 05:57 | stock quality changes, and
I can also change the color.
| | 06:01 | And depending on which color it is,
you see the stock numbers change, and the
| | 06:06 | images changes as well.
| | 06:07 | This means the customer can actually go
in and set a specific size, and color, and
| | 06:12 | add it to the cart, and then go in and
change the specific size, and color, and
| | 06:16 | added to the cart again, and they will
be adding several different products,
| | 06:20 | because this is in fact several different
products, just housed in one product.
| | 06:25 | This user experience is much better
than having to go in and find each
| | 06:29 | individual product on the list, and then
select which one you want, and it also
| | 06:33 | becomes much easier for you to manage,
because you only have to enter one short
| | 06:36 | description, one long description, and
all the product data is actually
| | 06:41 | stored within this one single product.
| | 06:43 | Using product variations for variable
products allows you to have less pages for
| | 06:47 | individual products, and at the same
time, give the customer a feeling of being
| | 06:51 | more in control of a purchase.
| | 06:53 | It also looks really professional,
which is always cool.
| | 06:56 | If you choose to use product variations,
I recommend having a separate image
| | 07:00 | for each variation, so the customer
gets a visual cue when she changes the
| | 07:05 | variation on the page.
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| Managing digital products| 00:00 | In addition to regular old physical
products, WooCommerce allows you to sell
| | 00:05 | virtual, and digital products.
| | 00:07 | Virtual products are things you don't ship. It
could be a service, or it could be a download.
| | 00:12 | Digital products are products the
visitor could download after the purchase.
| | 00:17 | To show you how this works,
I've created this new product.
| | 00:19 | It's a standard product; it has a title,
a description, if we go and preview it,
| | 00:24 | you'll see it has images, and a gallery.
| | 00:26 | But this product is a download. That
means we don't need shipping, and it also
| | 00:32 | means we need to upload the
file that we want to sell.
| | 00:35 | If I go back into the editor, and go
to my product data, you can see we
| | 00:39 | have these two options;
| | 00:40 | Virtual, and Downloadable.
| | 00:42 | If you check the Virtual button, you'll
notice that the Shipping option will disappear.
| | 00:46 | So, I'll click on Virtual, and the Shipping
option disappears, because we are not
| | 00:50 | going to ship this product.
| | 00:52 | Then I can also select Downloadable, and
here we get extra options under General.
| | 00:57 | From here, I can upload the file that
I want to share, and I can also set a
| | 01:02 | Download Limit, and a Download Expiry.
| | 01:04 | So, first I'll choose the
file I want to share.
| | 01:07 | I'll upload the file;
it is this Boston city guide.
| | 01:13 | The file is uploaded into the system.
| | 01:14 | Here I can say Boston City Guide from
No Obstacles Home. I'll insert the file
| | 01:25 | URI, and now you see the file URI is put
into this field here, but it also means,
| | 01:30 | if you uploaded the image somewhere
else, you can point to it from here.
| | 01:34 | Then we can set a Download Limit.
| | 01:37 | This is how many times a customer
is able to re-download the file.
| | 01:41 | In most cases, you don't want to put
a limit on this, because a customer may
| | 01:45 | download a file, and then lose it, or
the computer crashes, or something happens,
| | 01:49 | and they don't have the file anymore.
| | 01:50 | But in certain cases, you want to
limit it, so that you don't have a situation
| | 01:54 | where the customer may be sharing a
file with someone else, or downloading it
| | 01:58 | from multiple different locations.
| | 01:59 | You can also set the Download Expiry.
| | 02:01 | If you leave it blank, the
download will never expire,
| | 02:04 | but if you want to restrict the time
in which the purchaser can download the
| | 02:08 | product, you can do so here.
You enter the number of days.
| | 02:12 | If you do this, and the customer
wants to download the product after that
| | 02:16 | time, they have to contact you, and you have
to reactivate the download for the customer.
| | 02:21 | Everything else works exactly the
same for this product. You can still set
| | 02:24 | inventory for it, you can manage stock
if you want to for a digital product, and
| | 02:28 | you can set all the other parameters.
You can make it into a variable product,
| | 02:32 | and you can also
add advanced information.
| | 02:35 | This technique can be used both for
downloadable products, and also for services.
| | 02:40 | So, if you're, for example, a photographer,
and you want to sell a photo shoot, you
| | 02:45 | can do so using the same feature. You
just don't check the Downloadable box, and
| | 02:50 | then you get a Virtual product, and
you can enter all the same information,
| | 02:53 | manage your stock, or your time, and then
fill in all the information, and make
| | 02:57 | this into a product people can purchase.
| | 03:00 | Now that I've entered the file I want
to share, I can set a price, $10, I can
| | 03:05 | give it a SKU,
and I can publish my product.
| | 03:10 | Now when the customer sees the product,
| | 03:12 | they see the price, they can add how
many they want to purchase, and once they
| | 03:15 | purchase the product, it will give a
link that will allow them to download the
| | 03:19 | product from the site.
| | 03:21 | Selling virtual and digital products
have some significant benefits, because
| | 03:25 | there is no shipping involved, and you
don't have to manage stock in the same way,
| | 03:30 | and because of this feature, you can
use WooCommerce to sell other things, such
| | 03:34 | as services, which opens the e-commerce
world to, for example, photographers, and
| | 03:38 | other service industries.
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| Managing product reviews| 00:00 | When you launch your e-commerce store,
and you start getting customers, chances
| | 00:04 | are, those customers will want
to rate and review your products.
| | 00:08 | This can be a great benefit to, because
customers trust reviews over marketing.
| | 00:14 | WooCommerce comes equipped to handle
both ratings and reviews out of the box.
| | 00:19 | I'm currently visiting the
site using private browsing.
| | 00:22 | This is a feature you'll find in most
browsers; sometimes it's called incognito
| | 00:25 | browsing, or private browsing. It
allows you to visit the site without being
| | 00:29 | logged in to the site, while
you're actually logged in to the site.
| | 00:33 | So, now I can visit the site, using the
site as if I'm a customer, and I can go
| | 00:38 | to any of my products.
| | 00:40 | So, I'll go to this Boston City Guide
product, and when I scroll down, you'll see
| | 00:44 | here it says Reviews, and
currently there are zero reviews.
| | 00:46 | So, now that I visit as a
customer, I can go and submit a review.
| | 00:50 | So, I'll click submit yours; this opens
a new modal box, and from in here, I can
| | 00:55 | enter my name,
I can enter an e-mail address,
| | 01:01 | I can set a rating for the
product, and then I can write my review.
| | 01:07 | When I'm done typing in my review, I can
submit it, and you see the review appear
| | 01:12 | here, but you see it says your comment
is awaiting approval, and this is a hint
| | 01:18 | to how WooCommerce handles reviews.
| | 01:21 | You'll remember from earlier in the
course, I said that the products in
| | 01:24 | WooCommerce are actually just custom
post types, and that this custom post type
| | 01:29 | is very much like a regular post.
| | 01:31 | Well, the reviews in WooCommerce are
actually just comments that are renamed into
| | 01:38 | reviews, so you manage them just like
you would manage comments. That means I can
| | 01:43 | now go back to my site as the admin, go
to the Dashboard, and here I see my new
| | 01:50 | review, although it
appears as a recent comment.
| | 01:52 | Now I can go in and edit the review if I
want to. I can see all the information.
| | 01:57 | I can edit it if I think there are too
many exclamation points, or if there's
| | 02:01 | links, or anything else
that I don't want.
| | 02:04 | I can either approve it, or spam the
review, and when I update it, and jump back to
| | 02:08 | the front page of the site, and go to my
product, you'll see when I scroll down, I
| | 02:14 | now have a single review,
and it has a star rating.
| | 02:18 | I can also see the review from within
the products. If I go to edit my product,
| | 02:21 | and I scroll down to the bottom,
| | 02:24 | I'll also see the reviews listed here,
and I can also respond to the review if I
| | 02:29 | want to, as the site owner, and then that
response will appear under the review.
| | 02:35 | Because the reviews are actually just
comments inside WordPress, common plug-ins
| | 02:40 | that handle, for instance, spam in
comments will apply to reviews too.
| | 02:45 | So, if get a lot of spam reviews, you
should go and activate the Akismet
| | 02:49 | plug-in found under Plugins. It's right here,
and it comes with every WordPress installation.
| | 02:55 | And once you set up and Akismet
account, and pay the small fee for it, the
| | 03:00 | Akismet plug-in will actually filter
your views as well as your comments, and
| | 03:04 | ensure you don't get too much
spam reviews onto your products.
| | 03:08 | Of course, once you have reviews on your
products, you need to constantly monitor
| | 03:12 | them, so you make sure people aren't
saying inappropriate things, or adding links,
| | 03:17 | or adding anything else
you don't want on your site.
| | 03:19 | So, just like with comments, you need to
manage your reviews, but managing reviews
| | 03:24 | is just as easy as managing comments.
| | Collapse this transcript |
|
|
6. Customizing Your StoreConfiguring the store index page| 00:00 | Now that you have WooCommerce all set
up, and you have products to sell, you can
| | 00:04 | start configuring your store front
page to ensure your visitors find what
| | 00:08 | they're looking for right away.
| | 00:10 | Using the techniques I've shown you so
far, I've set up a list of new products
| | 00:15 | on my site, and these are sorted
into a set of different categories.
| | 00:19 | Now its time to make my site into a
proper e-commerce site by reconfiguring the
| | 00:24 | front page, and also reconfiguring the
catalog pages to display my products in a nice way.
| | 00:30 | You may have noticed that throughout
this course, we've had this Home button
| | 00:35 | that points directly to our blog.
| | 00:37 | Now it's time to decide whether you
want the front page to be a static page,
| | 00:41 | with information about your shop,
or if you want it to be the blog, or if
| | 00:46 | you want it to be the shop.
| | 00:48 | In my case, I want it to be the shop,
but I also want to have a link to the blog
| | 00:53 | in my main menu, so now what
I need to do is make some changes.
| | 00:56 | The first thing I need to do is create
a page for my blog, so that I can place
| | 01:01 | the blog somewhere else on my site.
| | 01:03 | I go to New on the WordPress toolbar,
and select Page, and from here I'm going to
| | 01:08 | create a page called Blog.
| | 01:09 | I'm not going to put any content on the
page, because this will become the blog
| | 01:13 | index page, so I'll simply publish it.
| | 01:16 | Now I can go to Settings, and Reading,
and from here, I can switch Front page
| | 01:20 | displays from your latest posts
to a static page.
| | 01:25 | Now I'm going to set the front page to
the store, so I'll set it to the Shop
| | 01:30 | page, and then I'll set
the Posts page to Blog.
| | 01:32 | If you don't want a blog, you simply
set the Posts page to nothing, and then you
| | 01:37 | won't have a blog index
anywhere on your site.
| | 01:39 | At the same time, I'm also going to change
the number of pages shown on the Blog
| | 01:44 | page, and I'll show you why.
| | 01:47 | If I open the site in a separate window,
and go to my shop, and scroll down, you'll
| | 01:51 | see that here we have ten items displayed,
and as a result, we have these two
| | 01:55 | empty spots here on the
bottom right-hand side.
| | 01:58 | If I change this number blog pages
shown at most to 12, and click Save
| | 02:04 | changes, you'll see that when I reload
this page, now we have 12 items, so it
| | 02:10 | looks a lot cleaner.
| | 02:12 | If I click on the Home button, you'll
also see that we go directly to the shop,
| | 02:16 | because I've reset this setting here.
| | 02:19 | Now that we've done that, we need to
fix our menu, because right now we have a
| | 02:23 | button for Home, and a button for Shop,
and we don't have a button for the Blog yet.
| | 02:28 | So, I'll go into the admin panel, go to
Appearance, and Menus, and here I can
| | 02:33 | either choose to keep my Home button, or
I can remove my Home button completely,
| | 02:37 | so I'm going to do that. Then I have a
Shop button as the first item, then I'll
| | 02:42 | create a new button for my Blog page.
| | 02:45 | So, I'll go here, and check Blog for pages,
click Add to Menu, find the Blog item,
| | 02:52 | and then I'll scroll up, and
place it right after the Shop.
| | 02:56 | I'll save the menu, and now when I go to
my front page, you'll see we have Shop,
| | 03:00 | Blog, Cart, Checkout, etcetera.
| | 03:03 | By making these changes, when people
now visit my site, the first thing
| | 03:07 | they'll see is my Shop.
| | 03:09 | The problem is, right now the first
thing they see is a list of products.
| | 03:12 | What if I want to show them a list of
product categories instead, and help them
| | 03:16 | navigate through the product
categories to what they're looking for?
| | 03:19 | Well, there is a setting for that, and
we've looked at it previously, but now it's
| | 03:23 | time to see how it works in real life.
| | 03:25 | If I go back to the admin panel, and go
to WooCommerce, and Settings, you'll find
| | 03:30 | here under the Catalog settings, you have
these two dropdowns: Shop Page Display,
| | 03:35 | and Default Category Display.
| | 03:37 | And you remember, by default, it's set to
Show products, but you can also change it
| | 03:41 | to either Show subcategories,
or Show both.
| | 03:43 | So, let's see what happens if I
switch this Shop Page Display to
| | 03:47 | Show subcategories.
| | 03:49 | I can scroll down, Save changes, and I'll go to
my separate tab here, and jump to the front page.
| | 03:57 | Now you see, in place of my
products, I see links to each of the
| | 04:02 | product categories.
| | 04:03 | The problem, of course, is that all
these links just have a dummy image in them,
| | 04:07 | and that's because I have yet to
assign images to my product categories,
| | 04:10 | so if I want to use this feature,
I have to apply images to my
| | 04:14 | product categories.
| | 04:16 | I can do that by going back to my
Dashboard, going to Products, and Categories,
| | 04:22 | and from here, I can use images that I have
already on my site, or I can assign new images.
| | 04:27 | To add an image, I simply find the category
I want to add an image to, click Edit,
| | 04:33 | scroll down, and here I can either
upload or add an image, or I can
| | 04:37 | remove the existing image.
| | 04:38 | So, I'll click Upload/Add an image, and
then I can go through my Media Library, and
| | 04:43 | find an image that applies
to this particular category.
| | 04:47 | In this case, it's the bed category, so I
need to find the image of a bed. Here's
| | 04:52 | an image of a bed,
and I'll use that image.
| | 04:54 | I'll click Update, and now when I
reload this front page, you'll see that the
| | 05:00 | beds category now has an image.
| | 05:03 | Now I can do the same for the rest of
the categories, and we'll have a nice front
| | 05:07 | page that has links to all the
different types of categories we have.
| | 05:11 | When you've added an image to each of
the categories, you can reload your front
| | 05:16 | page, and you'll see those images appear, so
you have a much nicer navigation menu here.
| | 05:21 | Now when a customer comes to the site,
they go and see what's going on right
| | 05:25 | away. They can see, oh, here is
Cookware, because I see cookware, or here is
| | 05:29 | Seating, and when they follow the link, they'll
see all of the items under that particular
| | 05:33 | category, and they can navigate from
here, or they can go back to the front page.
| | 05:37 | Of course, you're not limited to showing only
either products or categories on the front page.
| | 05:43 | You can also go into the Settings, and
under Catalog, set Shop Page Display to
| | 05:49 | Show both. That way, the shop page will
display both the categories, and products.
| | 05:56 | So, here you see the categories, and
then directly under, you see products.
| | 05:59 | Of course, what you've seen here -- the
reconfiguration of the menu, setting the
| | 06:05 | shop page as the front page, and also
placing categories in the shop page -- is
| | 06:11 | barely scratching the surface of what's
possible when you reconfigure your site
| | 06:15 | to work for your customer.
| | 06:17 | You can further customize the settings
inside WooCommerce, or extend them using
| | 06:22 | plug-ins for WooCommerce, or using general
plug-ins for WordPress, or using premium
| | 06:26 | extensions for WooCommerce that add
new features into your cart pages.
| | 06:31 | That way, you can make a fully custom
experience that fits with your store, and
| | 06:36 | targets your customers.
| | 06:38 | Making an attractive front page can
make all the difference when bringing in
| | 06:41 | potential customers.
| | 06:43 | This is the place to experiment, so make
changes to your store front, and look at
| | 06:47 | how those changes affect your statistics.
| | Collapse this transcript |
| Using the sidebar| 00:00 | To make navigation as easy as possible,
and also ensure that your customer sees
| | 00:05 | what's going on as they are shopping,
I recommend customizing your sidebar to
| | 00:09 | provide a search box, as well as a
shopping cart, and other features.
| | 00:13 | With WordPress and WooCommerce, these
are simple drag-and-drop behaviors ,making
| | 00:18 | the process as easy as, well, dragging
and dropping stuff into the sidebar.
| | 00:23 | When you install WordPress, and you use
a standard theme, like 2012, you have a
| | 00:27 | set of standard widgets in your sidebar.
| | 00:30 | For 2012, these are a search widget, a
recent post widget, a recent comments
| | 00:35 | widget, archives, categories, and meta.
| | 00:38 | None of this is really relevant to your
e-commerce site, and the really cool thing
| | 00:43 | is that WooCommerce ships with a
whole slew of custom widgets that are
| | 00:48 | specifically meant to be used in
cooperation with the shop to make the user
| | 00:52 | experience better, so let's
take a look at these widgets.
| | 00:56 | To get to the widgets, I can go to the
WordPress toolbar, hover over the site
| | 01:00 | name, and go directly to Widgets,
or I can go to the admin panel, go to
| | 01:04 | Appearance, and Widgets.
| | 01:05 | Here you see in the main sidebar, we
have those standard features, so I'm going
| | 01:10 | to take out everything except the
Search feature, and then let's take a look at
| | 01:15 | what comes in WooCommerce.
| | 01:17 | From the top here, you can see the
standard WordPress widgets that are shipped,
| | 01:21 | and if you have plug-ins that add
widgets, you may see additional widgets here
| | 01:26 | as well, but if you scroll down, you'll
see we have a long list of WooCommerce
| | 01:30 | specific widgets that
came with WooCommerce itself.
| | 01:34 | Here we can add any one of these
widgets, or any combination of the widgets to
| | 01:38 | improve the use of the site.
| | 01:40 | You see, for example, that we have a
specific WooCommerce product search widget
| | 01:44 | that we can use, if you don't want to
have a global search for the whole site.
| | 01:48 | So, if you want to use that instead, you
simply grab it, scroll up, and place it
| | 01:53 | here, and then you can take
the regular search widget out.
| | 01:56 | You can give the widget a title:
| | 01:58 | Search products, and now if I jump to
a separate tab, you'll see we now have
| | 02:05 | Search Products here, and from here I
can search for any product; let's say I
| | 02:09 | search for a glass, and I find every
product that has the word glass in it.
| | 02:16 | Scrolling down, I see I also
have some other useful elements,
| | 02:19 | like the WooCommerce Cart.
| | 02:23 | By adding the WooCommerce Cart, and
giving it a title, like Your cart,
| | 02:27 | you enable the customer to see what
they currently have in their cart as
| | 02:31 | they are using the site.
| | 02:33 | I can see that I already have one
product in my cart, and from here, I can now
| | 02:37 | either go to view the cart to remove the
product, or I can jump directly to the checkout.
| | 02:42 | This means I can constantly see
what's going on as I shop through the site.
| | 02:46 | If I add a new product, it automatically
appears in my cart, and I can see my
| | 02:50 | subtotal, and I know how much I'm
planning to spend, and what I've currently
| | 02:53 | added into my cart.
| | 02:54 | There are also other great widgets, like
Best Sellers, Featured Products, Layered
| | 03:02 | Navigation, Price Filters, On sale
widgets, and so on, and so on.
| | 03:08 | There are too many to mention here, and
they all pretty much work the same way.
| | 03:11 | You simply drag them into
your sidebar, and see what they do.
| | 03:15 | The end result of all this is you get a
sidebar that's much more customized for your shop.
| | 03:20 | By using these widgets in a smart way,
you can make a far more customized shop
| | 03:24 | experience, and also help
your customers along the way.
| | 03:27 | Let's say I'm going to add the
Login widget, so people can simply log in.
| | 03:33 | I'll also add the Featured Products
widget, because I wanted to advertise
| | 03:37 | my featured products.
| | 03:38 | I'll put that above the Login,
and I'll add the On sale widget.
| | 03:47 | Now when I reload the page, you'll see we
have a list of the current products on sale,
| | 03:52 | I have my Cart, I have featured products,
and I can even log in and out on my own.
| | 03:57 | Now, if you go through WooCommerce,
you'll probably start wondering, where do
| | 04:01 | featured products come from?
| | 04:03 | If you remember, when going into one of
the products -- so let's go into a product --
| | 04:08 | you'll see that there is no
place where you can set featured.
| | 04:12 | There is no setting here that says feature.
| | 04:15 | If you want to set a product as featured,
what you need to do is go back to the
| | 04:20 | products list, and check the star here.
| | 04:22 | So, let's say I want to make the
Boston City Guide a featured product.
| | 04:26 | If I check the star here, and go back
to the page, and reload it, you'll see
| | 04:32 | Boston City Guide now
appears as a featured product.
| | 04:35 | You'll also see that the other one got
knocked off, because I'm currently only
| | 04:38 | showing two featured products.
| | 04:39 | So, if I want to display more,
I need to go back into widgets.
| | 04:43 | So, I'll go to Appearance, and Widgets,
find my featured products, and here I can
| | 04:48 | change the number of featured
products I want to display to 4.
| | 04:55 | Simple enhancements like placing the
shopping cart and the search box in the
| | 04:59 | sidebar will make for a better user
experience for your customers, and a better
| | 05:03 | user experience means your customers
will feel more comfortable using your store,
| | 05:08 | and are more likely to buy products,
return to buy more products, and recommend your
| | 05:12 | store to their friends.
| | 05:14 | It's a small investment for
a potentially large reward.
| | Collapse this transcript |
| Configuring the front page and product category navigation| 00:00 | Throughout this course, I've been
using the stock 2012 theme without any
| | 00:05 | customizations as the base for my site.
| | 00:08 | Now it's time to do some very, very
simple customization to make this store more
| | 00:12 | recognizable as a store, and as my store.
| | 00:16 | Like with most companies, this fictitious
company, No Obstacles Home, has a logo.
| | 00:21 | I've also made a header graphic for it.
| | 00:23 | You can see it here on my Desktop. So,
it's a nice image that shows some of our
| | 00:28 | products, and has the logo in it.
| | 00:30 | Now I want to use this image on my site.
| | 00:34 | I want it to appear directly under the
main menu, and I also want to get rid of
| | 00:38 | the title, No Obstacles Home,
and the tagline.
| | 00:41 | This can all be done using
WordPress's theme functions.
| | 00:45 | First I'm going to add the header image,
so I'll go to the WordPress toolbar. and
| | 00:50 | navigate to Header, or I could go to
the admin panel, and then go down to
| | 00:54 | Appearance, and select Header.
| | 00:56 | From here, I'll browse to my computer,
and find the image I want to use, click
| | 01:01 | Open, and upload the image.
| | 01:04 | Now I can crop the image to any size I
want, so I'm going to crop it down to
| | 01:08 | here, select Crop and Publish, and now I
just have to save it, Save changes, and I
| | 01:14 | can jump back to the front page, and
take a look at what that looks like.
| | 01:16 | Of course, I said I wanted to get rid of
the title and description here as well,
| | 01:21 | and that's the next step.
| | 01:23 | To do that, I'm going to
use the theme customize.
| | 01:25 | So, I'll go back to the WordPress toolbar,
go to Customize, and from here, under
| | 01:30 | Site Title & Tagline, I'm going
to uncheck Display Header Text.
| | 01:34 | Now you see we don't have the header
text; we get the menu on top, and then this
| | 01:38 | large nice image that showcases products,
and has our logo, and if you click on
| | 01:43 | the image, you jump back
to the front page.
| | 01:46 | If I'm happy with this,
I can save, and publish.
| | 01:49 | If I want to, I can also
make other changes to my theme.
| | 01:52 | I can go in and change the
background color, or any other color.
| | 01:56 | I can also add a background
image if I want to, and make some
| | 01:59 | other customizations.
| | 02:01 | Depending on what theme you're using,
these options will differ, but in almost
| | 02:05 | every theme, you'll be able to add a
header image of some kind, and that header
| | 02:08 | image should link back to
the front page of the site.
| | 02:11 | When I'm happy with my customizations,
I click Save and Publish, and close the
| | 02:17 | customizer, and now I'm ready
to move on to the next step.
| | 02:21 | The key to any store online, or in
the real world, is to make it as easy as
| | 02:26 | possible for your customer to find
the products they're looking for.
| | 02:30 | My philosophy here is to try to create
a situation in which the products the
| | 02:34 | customer is looking for is, at the very
most, two clicks away from wherever they land.
| | 02:40 | This is not necessarily
possible, and many factors play in,
| | 02:43 | but a good place to start is to make it
as easy as possible to navigate product
| | 02:48 | categories, and this can be
done through a menu.
| | 02:51 | Right now on the main menu, you
just have the Shop button.
| | 02:54 | The Shop button takes you to the front
page, and from here, you can navigate to
| | 02:59 | each of the categories.
| | 03:00 | But I want to make this even easier,
by creating a dropdown from the Shop
| | 03:04 | button that shows all
the different categories.
| | 03:06 | I'll go to the WordPress toolbar,
select Menus, and inside the menu editor that
| | 03:12 | we've seen before, I not only have the
standard options, Pages, Custom Links, and so on,
| | 03:18 | but I can also make links directly to
products, and even product categories.
| | 03:23 | So, just to show you how this works, I'm
going to grab the Product Categories, and
| | 03:27 | pull them up here, so it's a little
easier to see what I'm doing, and then I can
| | 03:31 | add all my product categories.
| | 03:33 | So, I'll go View All, and then I can see
how they relate to one another, and from
| | 03:37 | here, I'll simply add all my categories.
| | 03:39 | So, I'll Select All, click Add to Menu,
and all the categories are added down here.
| | 03:45 | Now here I'm going to
show you a little trick.
| | 03:48 | Some of these categories belong
in parent-child relationships.
| | 03:51 | You'll remember that each of the rooms
belongs under the department heading.
| | 03:54 | So, I'll pull all the rooms
under the Department heading.
| | 03:57 | But the problem is I want all of
these items here to appear as subsidiaries
| | 04:02 | of the Shop button.
| | 04:03 | But the Shop button is at the very top of
my menu, and the items are at the very bottom,
| | 04:08 | so it'll be very tricky to drag each
individual one up to the top, and it
| | 04:13 | would be very tedious.
| | 04:14 | So, I'm going to use a trick
inside WordPress to do this instead.
| | 04:17 | I'll start by going up and grabbing
the Shop menu item, and pulling it down.
| | 04:22 | So, I'll pull it down to
where my new menu starts.
| | 04:25 | Then I'll dock each of the items under
the Shop menu, and you see, as I do this,
| | 04:30 | that this subsidiary menu automatically
comes with it. Then I can reorganize my menu,
| | 04:35 | so I'll pull this up, I'll pull Downloads
to the bottom, and now I can move Shop,
| | 04:43 | and all these subsidiary
items, back up to the top.
| | 04:47 | I'll save my menu, jump to the front
page, and now you see when I touch the Shop
| | 04:52 | button, we get the full
breakdown of every available category.
| | 04:55 | So, here we have department, and we can
navigate to a specific room, and we
| | 05:00 | can also go to each of
the product categories.
| | 05:05 | By adding a dropdown menu under the
Shop button, we now have several different
| | 05:09 | ways for a customer to find the
products they are looking for.
| | 05:12 | They can either go to the front page by
clicking either the Shop button, or the
| | 05:16 | main image, and from here, they can
either pick a specific product, or they can
| | 05:21 | navigate to any of the product categories.
| | 05:23 | They can also navigate directly to any
category from the main menu using our new
| | 05:28 | custom category navigation, and if
they are looking for a specific type of
| | 05:33 | product, they can also go and
search for that product in our sidebar.
| | 05:36 | And by adding all these elements, a
customer should be no more than two clicks
| | 05:40 | away from finding the
product they are looking for.
| | Collapse this transcript |
|
|
7. Managing SalesTesting the customer experience| 00:00 | So far in this course, we've set up
WordPress to work as an e-commerce platform,
| | 00:05 | we've added and configured the WooCommerce
plug-in, we've added products, and we've
| | 00:10 | reconfigured the site to make
product navigation as easy as possible.
| | 00:14 | Now it's time to do some user
testing to find out what the experience of
| | 00:19 | visiting the site will be like
for your potential customers.
| | 00:23 | This is a really important step, and
it's one that you should do many times, so
| | 00:27 | that you know exactly what happens when
customers go through your site, and use
| | 00:31 | different options; that could be payment
options, or shipping options, or something else.
| | 00:37 | I've opened an incognito window in my
browser, so now I'm visiting the site
| | 00:41 | without being logged in.
| | 00:43 | That way, I can experience the site as a user
who's visiting the site for the first time.
| | 00:47 | Let's say I am on the hunt for some
linen, some kitchen tools, and also a chair.
| | 00:53 | When I visit the site for the first
time, I see this nice graphic at the top
| | 00:57 | that's really appealing to me, and I can
also see that I have lots of information here.
| | 01:01 | I can go to the blog if I want to
know more about the company, or I can go
| | 01:05 | directly to the shop, and when I hover
over the Shop item, I immediately see that
| | 01:09 | here I can navigate
to different elements.
| | 01:10 | So, I know I need some serveware, so I
can go directly Serveware without ever
| | 01:15 | scrolling down on the page.
| | 01:17 | From here, I can see all the
serveware that's available to me.
| | 01:21 | I know that I want some drinking glasses,
so I am going to click on the drinking
| | 01:25 | glasses, look at the information about
them, and here I see right away that I
| | 01:29 | didn't add enough information. I should
have a longer short description, and I
| | 01:33 | should definitely have a longer
Product Description for this product.
| | 01:36 | So, I am going to note that down as one
of the things I need to change, and now I
| | 01:41 | am going to try to add this.
| | 01:43 | So, I can't quite tell how many I am
buying when I am buying the glass, so I am
| | 01:47 | going to assume, based on the price of 12.99,
that it's not going to be one item.
| | 01:52 | So, I am just going to buy 1, but I can
definitely see that as a shop owner, I
| | 01:57 | need to add information about how
many glasses you are actually buying when
| | 02:00 | you buy this glass.
| | 02:01 | So, I'll buy 1 product, click Add to
cart, and scroll down, and I'll see I now
| | 02:06 | have the Recycled 6 oz.
| | 02:08 | Drinking Glass in my cart.
| | 02:10 | The next thing I want to look for is
linens, and lo and behold, I see that there
| | 02:15 | are some linens on sale here under the On
Sale banner, so I'll go and check them out.
| | 02:20 | Here there are several options. I am
going to go check the colors. I definitely
| | 02:24 | want a white linen set,
and I want a Queen size.
| | 02:28 | It's 39.95, not bad, and it's currently
in stock, so I am going to buy two of
| | 02:34 | these, so I'll add that to the cart.
| | 02:36 | And then finally, I want a chair, and I
see here they have this really cool orange
| | 02:41 | chair, so I am simply going to go in and
Search for that. So, I'll just say chair,
| | 02:45 | and see what happens.
| | 02:46 | And here, ooh! The orange chair is right
there, so I can go check that out, and once
| | 02:51 | again, I see I don't really have
enough information for the consumer, but at
| | 02:56 | least I have a second image, so I can
see what the chair looks like in relation
| | 03:00 | to other items, and I also
get a better idea of how big it is.
| | 03:04 | Now that I am happy with the chair,
I've checked the size of it under here, and
| | 03:08 | everything looks fine.
| | 03:09 | I am going to add that
to my cart as well.
| | 03:12 | Now I can either jump directly to my
cart, or I can scroll down and look at
| | 03:16 | my cart, and here you see all the information.
So, I am going to view the cart itself.
| | 03:21 | I realize now that I made a mistake. I
shouldn't have ordered 2 of this Slumber set;
| | 03:26 | I just need 1, so I am going to reduce
the number here, and click Update Cart.
| | 03:32 | I also see that I can apply a coupon,
but I don't currently have one, so I am
| | 03:36 | going to leave that alone.
| | 03:38 | I can see that the Free Shipping is
applied here, which is also wrong, so I
| | 03:42 | need to change that as well.
| | 03:44 | So, I am going to set this to Flat Rate
shipping, and then click Proceed to Checkout.
| | 03:49 | Here I get two options
immediately at the top.
| | 03:52 | I can either click to log in if I am a
returning customer, or if I have a coupon,
| | 03:56 | I can now apply the coupon again.
| | 03:58 | This is great, because a lot of online
stores, you'll see that when you add a
| | 04:02 | coupon, you can only add it in the cart
page. Once you get to the checkout, you
| | 04:06 | can no longer do it, and that's really
annoying, because then you have to keep
| | 04:10 | jumping back and forth.
| | 04:11 | So, I like this as an option.
| | 04:13 | Now I can enter a Billing Address, so
I am going to enter my name here, I can
| | 04:18 | enter my Address and I'll enter a City,
State, California, and the most used Zip
| | 04:32 | code in the Internet. I'll add my Email
Address, and a Phone number, and then I
| | 04:39 | need to enter information
about my account.
| | 04:42 | You'll remember from the WooCommerce
settings that when we set up WooCommerce,
| | 04:46 | we made it so that every
customer has to sign up for an account.
| | 04:50 | In that, the account username is going
to be the e-mail address for that customer.
| | 04:54 | Therefore, the only option we have
here is to enter an account password, so I
| | 04:58 | am going to enter a very strong password
here, and then I can look at my full breakdown.
| | 05:04 | Here I can check that everything is
correct. I have the glass, I have the cotton
| | 05:09 | sheet set, and I have the chair, I
want to pay for the flat rate shipping, and
| | 05:15 | this is my Order Total.
| | 05:17 | If I want to, I can also scroll to
the top here, and uncheck Ship to billing
| | 05:21 | address, and then I can enter a
separate shipping address if I want to.
| | 05:25 | I am not going to do that, so I am
going to scroll down, and here we have our
| | 05:30 | payment options. Here I can either pay
per PayPal; I can also use the credit
| | 05:35 | card payment option, which is through
Stripe, and as you see, it's currently in
| | 05:39 | test mode, which means I can test it by
entering a number like 424242, etcetera,
| | 05:43 | and I can use Cheque Payments.
| | 05:46 | When you go through this, you need
to test all of your payment options.
| | 05:49 | So, if you set up PayPal through the sandbox,
you should check that, and then run it.
| | 05:54 | You should also check credit card payments
through Stripe in the test mode, and
| | 05:59 | you should check any other payment options.
| | 06:01 | Once everything works, you should go
back, set up PayPal for real, and set up
| | 06:05 | Stripe for real,
and actually make payments.
| | 06:08 | You could buy something really small
for a couple of dollars, just to make
| | 06:11 | sure everything works.
| | 06:13 | Because this is the first time I'm
running through this, I am simply going to
| | 06:16 | select Cheque Payment, because it
will be processed much quicker.
| | 06:20 | Finally, I need to read and accept
the terms & conditions, and remember, we
| | 06:24 | linked this to the terms and
conditions page that you find here.
| | 06:28 | When I check that,
I can now place my order.
| | 06:33 | And if everything worked correctly, I
now get the message Order Received, I
| | 06:37 | have an order number,
| | 06:39 | I have the order date, the
total, and my payment method.
| | 06:43 | I can also see a full breakdown of my
order details, and an e-mail has been sent
| | 06:47 | to the e-mail address I've provided;
this one with all this information.
| | 06:53 | I'm now also automatically logged in.
| | 06:55 | So, let's say I go back to my shop, and I
maybe leave the computer, and come back
| | 06:59 | at some other time, and I want to
check on my account, and see what happened.
| | 07:04 | I can now go to my account, and here
I can either change my password, I can
| | 07:08 | edit my address, I can also retrieve my
password if I lost it, and I can log out,
| | 07:13 | and I can view my order.
| | 07:15 | From here I can see the orders that I've
already placed, so here we have the latest order.
| | 07:20 | I see a full breakdown of the order,
and I can see my current order status, and
| | 07:24 | you see it's currently on hold.
| | 07:26 | That's because, although the order is
placed, it hasn't necessarily been paid
| | 07:30 | for yet, because we're
using Cheque Payments currently.
| | 07:33 | That means the site owner --
| | 07:34 | that would be me -- needs to approve the
sale, make sure that it's been paid, and
| | 07:39 | then ship the sale, and once that
happens, you'll see the order status change.
| | Collapse this transcript |
| Receiving and managing orders| 00:00 | Once customers start buying products
from your store, it is your job to
| | 00:04 | receive and manage the orders, and
provide your customers with the products
| | 00:08 | they have paid for.
| | 00:09 | You'll remember in the previous movie,
we made an order through an incognito
| | 00:14 | window, and we can see that that
order is currently set to on hold.
| | 00:18 | Now we need to log in as administrators
to the site, and see what's going on.
| | 00:21 | I'll switch my Window here, so I can get
back to the admin panel, and before we do
| | 00:27 | anything else, let's take
a look at our dDshboard.
| | 00:30 | Now, if you are familiar with
WordPress, you know that when you install
| | 00:33 | WordPress, you have a
Dashboard with all these elements.
| | 00:36 | You have the Right Now view;
| | 00:37 | you have a QuickPress view,
Recent Drafts,
| | 00:40 | Recent Comments, and so on.
| | 00:41 | But when you install WooCommerce,
you've got a bunch of new panels on this page
| | 00:46 | that you probably just haven't noticed yet.
| | 00:48 | If you scroll down, you'll see that
in addition to the regular items, we now
| | 00:53 | have WooCommerce Right Now, WooCommerce
Recent Orders, WooCommerce Recent
| | 00:57 | Reviews, and also Monthly Sales.
| | 01:01 | If you're only going to use the site
for WooCommerce, you can get rid of all
| | 01:06 | these WordPress related items, and
replace them with only the WooCommerce items.
| | 01:10 | You can do this in several different ways.
| | 01:12 | You can either move the existing
elements down, and then move the
| | 01:16 | WooCommerce elements up, or you can go
to Screen Options, and simply uncheck
| | 01:20 | anything you don't want to see.
| | 01:21 | So, I am just going to leave everything
that says WooCommerce here, and take
| | 01:28 | everything else away.
| | 01:29 | Now I can reorganize my page a little
bit, so I am going to drag Monthly Sales
| | 01:36 | up next to here,
and that's really all I need.
| | 01:41 | Now I can see that I have 40 Products in
14 categories, with 40 Tags, and 4 Attributes.
| | 01:47 | I have one completed sale, I have one
sale on hold, and if I had any pending or
| | 01:52 | processing sales, I would see them as well.
| | 01:54 | Down here under Recent Orders, I can
see my most recent orders, and here I see
| | 01:58 | that on hold sale that I have.
| | 02:01 | So, I can go directly to that
sale, and see what's going on.
| | 02:05 | By clicking on that link, I am actually
jumping to the WooCommerce tab, and then Orders.
| | 02:10 | From here, I can see every single
order that's been placed on my site.
| | 02:14 | And, not surprisingly, every order is
actually a post inside WordPress, so this
| | 02:19 | is managed just like any
other post will be managed.
| | 02:22 | Here we can see the Order Details; you
see the Order Number, the Customer IP
| | 02:27 | from where this order was placed, you
also get Billing Details, Shipping Details,
| | 02:32 | and you get the status
of the current order.
| | 02:34 | And as you can see, the
status is currently on-hold.
| | 02:37 | I can drop this option down, and change
the order to pending, failed, processing,
| | 02:43 | completed, refunded, or cancelled at any
time, and I can also add notes, either for
| | 02:49 | the customer, or to myself, and see
which customer made this purchase.
| | 02:55 | Scrolling down, I get a
list of all the ordered items.
| | 02:58 | So, here I can see they've ordered the
glass, the cotton set, and the chair, and for
| | 03:04 | each of them, you have a quantity, and
scrolling further down, you'll see that on
| | 03:08 | the right-hand side here
we have Order Notes.
| | 03:10 | And in the Order Notes, you see
updates on every single item.
| | 03:14 | Order item stock reduced successfully.
| | 03:17 | Awaiting check payments, Order status
changed from pending to on-hold, and you see
| | 03:21 | that each of the stock items
has been reduced automatically.
| | 03:25 | That means I don't have to actively go
in and say, hey, I have one less chair.
| | 03:29 | WooCommerce has done that for me,
so I don't need to worry about it.
| | 03:34 | You also have a full
breakdown of the Order Totals.
| | 03:37 | Here you have all the Discounts if they
were applied, what kind of Shipping was
| | 03:41 | bought, what kind of Tax Totals you
are looking at, and other information.
| | 03:45 | And at the very top here under Order
Actions, you can resend the order e-mails,
| | 03:50 | either as a New Order, the Processing
Order, the Completed Order, or The Customer
| | 03:54 | Invoice, if your customer is asking for it.
| | 03:57 | If you make any changes to this page,
either adding a quantity, or reducing a
| | 04:01 | quantity, or anything else, and you
click the Save Order, all the corresponding
| | 04:06 | information on the page will change
accordingly, and you will also see a note
| | 04:10 | down here in Order Notes
telling you what just changed.
| | 04:14 | Furthermore, you can scroll all the way
to the bottom, and add a note yourself,
| | 04:18 | and all these notes will be appended to
this particular order, so you can always
| | 04:22 | see what's going on.
| | 04:24 | It is also at the very bottom here you
have Download Product Permissions for
| | 04:28 | different downloads.
| | 04:29 | So, you'll remember, when you have a
downloadable product, you can limit it to how
| | 04:34 | many downloads are possible, or any kind
of time, and in some cases, you can also
| | 04:38 | lock it down, so the customer has to
actively ask for the download to be active.
| | 04:42 | This is where you would do that.
| | 04:43 | You would select the downloadable product,
and then click Grant Access, and the
| | 04:48 | customer will have access
to that downloadable product.
| | 04:52 | This is the full order view, and this is where
you get all your information about the order,
| | 04:57 | but you can also do some quick actions on
the Orders page, where you see all your orders.
| | 05:02 | From here you can see the current status
of an order; you see that this order is
| | 05:06 | currently on-hold, while the next one
is completed, and you can make changes to
| | 05:10 | the orders on the fly.
| | 05:12 | You can go in and change the Status
to Processing by simply clicking on
| | 05:16 | the Processing button.
| | 05:17 | You can also change the Status to
Complete if you want to, by checking
| | 05:20 | the Complete button.
| | 05:22 | You should only do this if you've
actually completed the sale, and of course,
| | 05:26 | you can go and view the products, or
you can go and view the order itself.
| | 05:30 | You also get a quick breakdown of every
piece of information about this product,
| | 05:33 | so that, for instance, if we go in and
see what it says now, you'll see that we
| | 05:38 | have additional items here; Order
status changed from processing to completed,
| | 05:42 | and so on, and all that was
updated also on the page.
| | 05:45 | So, you see we now have
seven notes instead of five.
| | 05:50 | As we can see, once you get orders in
through WooCommerce, you have all the
| | 05:55 | information about the order, and the person
ordering your product, right at your fingertips.
| | 05:59 | All that's left to do for you is
process the order, deliver your product, and
| | 06:04 | make sure you still have stock.
| | Collapse this transcript |
| Managing reports| 00:00 | Once your store is up and running, and
you are making sales, it's important to
| | 00:04 | start looking at your statistics to
ensure that things are running smoothly, and
| | 00:08 | that you are meeting the
demands of your prospective customers.
| | 00:12 | To give you as much information as
possible about your sales, WooCommerce comes
| | 00:16 | stocked with advanced reporting tools.
| | 00:18 | On your Dashboard, you can see a simplified
version of the reporting tools right
| | 00:23 | here under Monthly Sales, but
that's just the tip of the iceberg where
| | 00:27 | WooCommerce reporting is concerned.
| | 00:30 | To see the full reports, you need to
go to WooCommerce, and select Reports.
| | 00:35 | Here you can get detailed reports about
pretty much anything that's happening on your shop.
| | 00:40 | When you go into Reports, the first
thing you see is the Sales Overview.
| | 00:44 | Here you get Total sales, Total orders,
Average order total, and lots of other information.
| | 00:50 | From here, you can further
specify what kind of data you want.
| | 00:54 | You can get sales by day, and here you
can either specify one day, or a specific
| | 00:59 | date range. You can get Sales by month,
you can get Taxes by month, you can get
| | 01:05 | Product Sales by searching for a
specific product, you can get Top Sellers, which
| | 01:11 | will list the top selling products from
a specific date range. You can get the
| | 01:16 | Top earners, which shows you which
products earn you the most money, and you can
| | 01:20 | also see top Sales by Category.
| | 01:22 | So, you can type in any category here,
and see how well any category is doing.
| | 01:29 | In the next tab, you can
look at statistics for Coupons.
| | 01:33 | Now, so far, I don't have any coupons in
my store; that comes in the next movie.
| | 01:37 | But if you had coupons, you would see
statistics for the coupons here; both an
| | 01:41 | Overview, and also Discounts by coupon.
| | 01:45 | You also get a breakdown of your Customers.
| | 01:47 | Here you see customer Signups per day,
and you see Total customer sales, and Total
| | 01:52 | guest sales, and you'll notice here,
the system separates a customer --
| | 01:56 | that being a logged in person who
has an account -- from a guest, who is
| | 02:01 | someone without an account.
| | 02:02 | So, since we deactivated guest checkout
on our site, the guest stats will
| | 02:07 | always be not available.
| | 02:09 | But if you have guest checkout
activated, so people can buy a product
| | 02:12 | without setting up an account, you
can see the differential between guest
| | 02:16 | sales and customer sales.
| | 02:18 | The last tab is Stock, and from here you
get a full breakdown of what items are
| | 02:23 | currently Low in stock, and what items
are out of stock, and here you'll remember
| | 02:28 | I set the low stock ratio to 10, and
the Out of stock ratio to 5, which is why
| | 02:33 | you see these products, although
they say Low stock, and Out of stock,
| | 02:37 | there's still stock left.
| | 02:38 | This is a really important page,
because it tells you at any one time how much
| | 02:43 | stock you have left of any product, so
you'll be able to tell when you need to
| | 02:46 | replenish a product.
| | 02:47 | Though the Reports pages may not look
like much at first, once you start getting
| | 02:54 | customers, you'll quickly get a
clear picture of how your customers and
| | 02:58 | potential customers behave on your site.
| | 03:00 | You'll also get a clearer picture of
which customers are buying what products,
| | 03:05 | what product categories are more
popular, and also which products are
| | 03:09 | earning you the most money.
| | 03:10 | That way, you can reconfigure your site
to promote the products that are earning
| | 03:14 | the most money, or bump up categories
that are being forgotten, or change your
| | 03:18 | site's layout to further skew your
product sales towards the people that are
| | 03:22 | buying the most products.
| | 03:23 | Based on the information you get from
the reports, you can make changes to your
| | 03:28 | products to make them more appealing, and
drive your customers to buy more, which,
| | 03:33 | let's admit it, is the whole point
of having an e-commerce site, right?
| | Collapse this transcript |
| Creating coupons| 00:00 | Providing potential customers with
incentives is a great way of converting them
| | 00:04 | from potential to actual customers.
| | 00:07 | One such incentive is to give out coupons.
| | 00:10 | WooCommerce makes it easy to
create new and advanced coupons, and also
| | 00:14 | manage existing coupons.
| | 00:16 | To create a new coupon,
you go to the admin panel,
| | 00:19 | go to WooCommerce, and Coupons, and
from here you can click Add Coupon.
| | 00:25 | As you can see, the new coupon page
looks a lot like the new order page, and also
| | 00:32 | like the new post page, and the new product
page, because again, a coupon is just a
| | 00:37 | custom post inside WordPress.
| | 00:39 | That means it behaves
much like a custom post;
| | 00:42 | you can enter your title, you can go in
and change it at any time, you can
| | 00:46 | save it, you can put in a trash bin, and you
can resurrect it if you trashed it by mistake.
| | 00:51 | So, let's set up a new coupon.
| | 00:53 | I'll give it the coupon code, mor10,
because I'm so original. Then I have to
| | 00:58 | set a description for my coupon; this
is just for my purposes, so I remember
| | 01:02 | what this coupon is for.
| | 01:03 | So, for example, if it's a coupon that
gives you a discount on a certain product
| | 01:07 | at a certain time, I should describe it
here, so that when I look at it later,
| | 01:11 | I'll know exactly what this coupon is.
| | 01:13 | I can then choose what
type of coupon this is.
| | 01:16 | It can either be a cart discount
coupon; that's a monetary amount. It can be a
| | 01:20 | percentage cart discount, it can be a
product discount, or a percentage product discount.
| | 01:26 | If I choose one of these options, I also
need to set the coupon amount either in
| | 01:30 | a monetary value, or in a percentage
value, depending on my settings. But coupons
| | 01:35 | aren't just for discounts.
| | 01:37 | You can also use a coupon
to enable free shipping.
| | 01:40 | If you check this box, you'll remember
that under the free shipping method -- let's
| | 01:44 | open it to take a look -- you have this
option called Free Shipping Requires.
| | 01:50 | By default, it's set to not available,
but you can drop this down, and select a
| | 01:55 | valid free shipping coupon. That way,
you can enable free shipping only for
| | 02:00 | people that have a coupon, or for people
that have either a coupon or a specific
| | 02:06 | order amount, or a specific
order amount and a coupon.
| | 02:09 | The next box toggles whether or not
this coupon can be used in combination
| | 02:13 | with other coupons.
| | 02:15 | You need to be very careful about this,
because if you don't check it, and you
| | 02:18 | have a lot of coupons in circulation,
then some smart people may figure out a way
| | 02:22 | of applying multiple different coupons
on top of one another to get maybe free
| | 02:26 | shipping, plus a discount, plus
another discount, plus another discount.
| | 02:29 | So, unless you are planning to allow
people to do that, to stack their coupons,
| | 02:34 | you may want to check this, so that you
don't have a situation where you end up
| | 02:38 | giving products away almost for free.
| | 02:40 | The next box controls whether the
discount is applied before or after tax.
| | 02:45 | So, this is entirely up to you
how you want to apply the discount.
| | 02:50 | You can also choose to exclude sale
items from a discount, so that because the
| | 02:55 | sale items are already being sold at a
discount, you don't get an additional
| | 02:59 | discount on top of the
discount by using a coupon.
| | 03:02 | Scrolling down, you can set a minimum
amount meaning the coupon will only work if
| | 03:06 | people pay more than a
certain amount of money.
| | 03:09 | This works exceptionally well in combination
with the free shipping tools. You
| | 03:13 | can say a coupon for free shipping
will only work if you buy more than 79.99,
| | 03:17 | which is a fairly common
number for free shipping.
| | 03:22 | And you can apply coupons either to
specific products, you can also exclude
| | 03:27 | products from this coupon, or you can
either apply specific categories, or exclude
| | 03:33 | specific categories.
| | 03:34 | So, you can go on and say this coupon is
only available for this specific product,
| | 03:39 | and this specific product category.
| | 03:41 | So, you can say, maybe, this T-shirt, plus
all the hoodies, are on sale with this coupon.
| | 03:47 | Or you can say everything in the store
is on sale with this coupon, except for
| | 03:51 | chairs, because chairs are too
expensive, so they're not on sale.
| | 03:54 | So, if you think about it, you can use
this to create highly targeted coupons.
| | 03:58 | So, if you know that there's a
person or a group of people that are very
| | 04:02 | interested in a specific product, you
can say, hey, I can create a custom coupon
| | 04:06 | just for you, that targets just that specific
product for a certain amount of time,
| | 04:11 | and then they can use that
coupon to get that specific product.
| | 04:15 | To further that, you can actually enter the
e-mail addresses for who can use the coupon.
| | 04:21 | So, you can say here's a coupon; it's
only valid if you are a specific person, and
| | 04:25 | you use a specific e-mail address to
use the coupon. That way, you can make
| | 04:29 | custom coupons to specific people.
| | 04:31 | So, let's say you have a very active
customer who buys stuff from you all the
| | 04:36 | time; you can give her a specific coupon
that only she can use, or you can make a
| | 04:40 | comma separated list of e-mail addresses
for all the people that are allowed to
| | 04:43 | use this specific coupon.
| | 04:45 | At the very bottom, you have the two
most important fields on this page: the
| | 04:50 | Usage limit, and the Expiry date.
| | 04:52 | Whenever you create a coupon, especially
a coupon that's available online, you
| | 04:57 | need to set a usage limit, because if
you don't, chances are, all of a sudden, all
| | 05:03 | your stocks are going to be sold out
of a product, because everyone discovered
| | 05:06 | that the coupon was there, and before
you know it, everyone was buying that
| | 05:10 | product with the coupon price.
| | 05:11 | So, setting a Usage limit
is a really great idea.
| | 05:14 | If it turns out that you max out the
Usage limit, and you still want to give the
| | 05:18 | discount, you can just reactivate the
coupon; you don't have to set an extremely
| | 05:22 | high usage limit, and then
lose money in the process.
| | 05:24 | The same goes for the Expiry dates. My
recommendation is to always set an expiry
| | 05:28 | date for any coupon, because otherwise
you become the discount store that always
| | 05:32 | has a discount, and that
doesn't really make any sense.
| | 05:36 | Coupons are more effective when they
are targeted for a specific time period,
| | 05:39 | or when they're limited in quantity,
or both, because that will incentivize
| | 05:43 | people to buy product right now, because
they have to, otherwise the coupon will disappear.
| | 05:51 | Once you've created your coupon,
you've set a discount, you've set a limited
| | 05:55 | usage, and you've set an expiry date,
you can publish the coupon, and now your
| | 06:01 | customers can use the coupon, and you
can see the statistics of who uses the
| | 06:06 | coupon, and how they're being used.
| | 06:08 | Once you've created the coupon, you can
go in and edit the coupon if you want
| | 06:11 | to, change any other information, or
you can move the coupon to trash if you
| | 06:16 | don't want it anymore.
| | 06:17 | It appears here in the trash, and just
like with everything else in WordPress, if
| | 06:21 | you want to delete it, you have to
actively go to the trash, and delete it.
| | 06:25 | But if it's in the trash, and you put
it there by mistake, you can also go and
| | 06:28 | restore it, and it will be
reactivated, and put back on your site.
| | 06:33 | By making targeted coupons, and
restricting them either by volume, or time, or
| | 06:38 | product, you can incentivize potential
customers to buy certain products right
| | 06:42 | now, and get past the, hmm,
| | 06:45 | maybe I should wait, problem
| | 06:47 | many customers have when
buying stuff online.
| | 06:50 | If you want to use me as an example, I
seldom buy anything online unless it comes
| | 06:54 | with some sort of coupon or discount,
and I know I'm not the only one.
| | 06:59 | Using coupons the right way can be
a gold mine for your e-commerce site,
| | 07:02 | but use them too much, and you become
a discount store, and that's never a
| | 07:06 | good thing.
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ConclusionWhere to go from here| 00:00 | Now that you have WooCommerce up and
running, you have your products entered, and
| | 00:04 | you have a clear grasp of what elements
should be present on your store, you can
| | 00:08 | start thinking about the
look of the store itself.
| | 00:11 | Here, your options are endless.
| | 00:13 | You can stick with a default 2012
theme, like I've done. You can customize the
| | 00:17 | theme either with the standard
customization options, or by building a child
| | 00:21 | theme, or you can switch to a
different thing altogether.
| | 00:25 | There are lots of themes to choose
from, and there are also a lot of custom
| | 00:28 | themes specifically built to work with
WooCommerce, so your options here are plentiful.
| | 00:33 | Throughout this course, I've been using
the 2012 theme, and as you can see, with
| | 00:37 | only minimal customization, you can make the
2012 theme work really well for your site.
| | 00:43 | However, you may want
to go further than that.
| | 00:46 | If you want to see what is possible
with the 2012 theme, you can go check out
| | 00:51 | the theme customization section inside
the WordPress Essential Training Course
| | 00:55 | right here in the lynda.com
Online Training Library.
| | 00:58 | This section will show you how you can
use the theme customizer to push this
| | 01:02 | theme to the max of what is possible.
| | 01:04 | If you want to go even further than
that, you can also go check out the
| | 01:09 | WordPress 3
Building Child Themes course.
| | 01:11 | This theme builds new child theme on
top of the 2012 theme, and adds a whole new
| | 01:17 | range of functions and functionalities
to the theme to make it look quite
| | 01:22 | different, and also add in new
things that weren't there previously.
| | 01:25 | The child themes course is a great
place to start, if you want to add extra
| | 01:30 | functionality to your site, but you're not
quite ready to build your own custom theme.
| | 01:35 | If you want to dig really deep into
theme building for WordPress, you can also
| | 01:40 | go check out WordPress:
Building Responsive Themes.
| | 01:43 | This is a course I created specifically
to teach you how to create a responsive
| | 01:47 | theme that looks great on all sizes
of screens, so anything from a large
| | 01:52 | computer screen to a
very small mobile screen.
| | 01:55 | But of course, you don't have
to do all this work yourself.
| | 01:58 | Like I said, there are tons of
themes available for WooCommerce, and also
| | 02:03 | for WordPress, that can help you
create a great looking WordPress site
| | 02:07 | running WooCommerce.
| | 02:08 | The first place to look would be the
WooCommerce site itself under WooThemes.
| | 02:12 | When you go to WooThemes, and WooCommerce,
and drop down to Themes, you'll see a
| | 02:18 | long list of themes that are created
specifically to run with WooCommerce, and
| | 02:22 | that make your site look great.
| | 02:24 | Of course, most of these themes cost
money, but as you can see, there are a
| | 02:29 | couple of them that are also free.
| | 02:30 | So ,if you want to experiment with
additional themes, you may want to go check
| | 02:34 | out one of the free themes from
WooCommerce, and see how those work, and you
| | 02:38 | may also want to go and run one of the premium
themes for a test drive to see how they work.
| | 02:44 | And WooThemes isn't the theme foundry
that's making theme specifically for WooCommerce.
| | 02:50 | You'll also find other, both free, and
premium themes from other theme foundries,
| | 02:54 | and other theme developers that
work really well with WooCommerce.
| | 02:58 | So, here you have to do your due
diligence, test them in your local environment
| | 03:02 | to make sure they work the way you want
them to, and find that theme that works
| | 03:06 | best for your particular circumstance.
| | 03:09 | One of the many powers of WordPress is
its ability to change appearances simply
| | 03:14 | by switching out the theme,
| | 03:15 | and by selecting the right theme, and
customizing it, you can make your online
| | 03:19 | store into a truly unique
and personalized experience.
| | 03:24 | Now you know the basics of how to set
up an e-commerce site using WordPress
| | 03:28 | and WooCommerce, so all that's left
for me to say is go out and sell your
| | 03:32 | products online.
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