Join Patrick Rauland for an in-depth discussion in this video Welcome wizard, part of WordPress Ecommerce: WooCommerce.
- [Instructor] Once you've installed the plugin, we need to activate it. As soon as we do, there will be this welcome wizard that pops up. Click Activate Plugin. Going through the welcome wizard will make sure that all of our essential settings are correct. Let's just get started. The first thing that WooCommerce needs to do is create a couple of pages that every e-commerce platform needs. Pages like the Checkout page where users checkout, and My Account page where users can login and view their orders, and a Shop page that displays all of your products.
They'll automatically be created and configured. Just click Continue. This next step sets all of your locale settings. Basically things that change based on where your store is located. The first one, which is where your store is located, is the most important. Not just because it automatically sets the settings below, but because that's what your store will use for determining taxes, and it will affect some shipping options down the line. Since I live in Colorado, I'll click on that one. This will set your currency and your measurement units.
The dimensions here are used both on the front end of the site, and for automatically calculating shipping costs with some shipping plugins. I'll leave mine set to pounds and inches. If you have really big or really small products, you might want to change to a larger or smaller unit. On to the next page. This page is all about shipping and taxes. I'll leave the shipping physical products checkbox checked, and I'll check the option for sales tax. A few more boxes will appear.
WooCommerce is going to do its best to import tax rates for you, and WooCommerce knows that the US typically has prices displayed without tax. If you're in Europe they're usually displayed with tax included. Taxes are a really complex subject, and we'll go into a bit more depth later in this course. For testing purposes, these tax rates right here are going to be fine. Just click Continue. This next screen is all about payments. There are a couple of basic ways to pay, and I'm going to skip over the first two for just a moment.
The bottom three options are all offline ways to pay, and most stores don't need these. Cash on Delivery, a Bank Transfer, and a physical Check Payment. The next one, PayPal Standard, is what people typically think of when they hear PayPal. It's a button on the checkout that redirects you to PayPal's site where you login and pay for the order. Then you get redirected back to the store and PayPal notifies your store about payment. I usually recommend that stores have multiple ways of paying, both credit card and PayPal, so I'm going to leave this one checked.
Then you'll want to put in your email address right here. Now let's come back to these top two options. Choosing a payment gateway can be a daunting task. The three options in the welcome wizard are all good, but they're a bit hard to tell apart. PayPal powered by Braintree bundles two gateways into one. It lets you accept credit cards on your site, and it lets you connect your PayPal account so people can login and pay that way. Stripe only lets users checkout with their credit card, and PayPal Standard only lets users checkout with their PayPal accounts.
I recommend either using PayPal Powered by Braintree, or using both Stripe and PayPal Standard. I'm going to choose Stripe because they have an excellent customer service. On one of the first e-commerce sites I built they had an issue depositing $10,000. I was able to get in touch with their customer support and resolve the issue in a couple of hours. When you're dealing with tens of thousands of dollars, you really want to have good customer support. If you want more information about payment gateways, I recommend reading this blog post on the WooCommerce site.
This is something you shouldn't spend too much time on right now. If you don't know which payment gateway to use, just use Stripe for testing purposes, because it's very easy to setup an account. Before you launch, you can always switch to a different gateway. Before we continue, I just want to point out something that's happening behind the scenes. For both of these top two options, the wizard, once we're done, is going to automatically download and install a plugin from wordpress.org, so if you see an extra plugin in your list of plugins, now you know why.
Stripe will need to be configured a bit more down the line, but PayPal Standard can be configured with just your email address. At this point we're done. If you want, on the next screen you can allow tracking. This will let the WooCommerce team know more about your install. What plugins you have active, what theme you're using. This just helps them make better software. I usually say Yes unless I'm running a test site. Since this is currently a test site, I'm going to say No. Now this big button here will help us create our first product, which we'll do in a future video.
But before we do, I'm going to do one sneaky thing to make sure that this video is a bit easier to follow. I'm going to open a new tab and go to the admin. This nag at the top here is reminding me that I have to configure Stripe. Now I still need to configure Stripe, but I want to do a bunch of other things first, so I'm going to turn off this nag by disabling Stripe until I want to configure it. Now in the admin I don't see that nag. With that, we've configured WooCommerce and we're ready to go on to the next step.
- Why WooCommerce?
- Installing WooCommerce
- Setting up your store
- Adding products, including images and data
- Creating a subscription product
- Setting up shipping
- Configuring payment options
- Setting up taxes
- Customizing your theme
- Connecting Google Analytics and MailChimp
- Managing orders and reports