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Springboard Promocart User Manual v3.6.3
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1. Se Welcome to WP Default Email Top amp Bottom a Notification Emails New Orders ers Last Users Ey Subscriber Email Addresses 2 amp Import Email Addresses Sp Export User Email Addresses Export User Email Addresses E NEEE Sales Today S Export Subscriber Email Addresses non Ga Check Bounced Email Addresses SU 0 0 I 1 mmm I b Figure 4 4 1 Default Emails Top amp Bottom The Top and Bottom Email Templates page will open Here you can edit the top and bottom email templates for HTML and Text Email 2009 82 Springboard Promocart User Manual v3 6 3 Note You can also directly open the Top and Bottom Email Templates page by clicking on the Default Email Top amp Bottom link in the Admin Area Home page 8 2 Top and Bottom for HTML Email You can edit the top and bottom for HTML Email by clicking on the respective box Top and Bottom Email Templates ku To add images to the top and bottom page the images need to be moved to the http Site com images custom folder You can do this moving the images via FTP or click here to use file manager Remember your HTML code needs to have the full path to the images vw Top for HTML Email Edit HTML Online J lt DOCTYPE HIML PUBLIC AwW3C DID HIML 4 0 Transitional EN gt Ffont familw Aarial Bottom for HTML Email Edit HTML Online lt td gt lt tr gt m II p Fig
2. To use Google Analytics Tracking follow the steps below 1 Open the Marketing Google page 2 Click on Google Analytics tab to open Google Analytics page as shown Google Base Feed Analytics Tracking Conversion Tracking Adwords Conversion Tracking Google Analytics O Activate Google Analytics Tracking Code RE lt script gt lt script type text javascript gt try var pageTracker _gat _getTracker UA XXXXX X padetracker _trackPageview eatchi err lt srrint gt bd Google Analytics Learn more about where your visitors come from and how they interact with your site You ll get the information you need to write better ads strengthen your marketing initiatives and create higher converting websites Google Analytics is free to everyone whether you are an advertiser publisher or site owner Since the code provided may change it is strongly suggested you refer to the documentation provided by Google to make sure you are using the most up to date method for tracking Important Site tracking will not work until you replace the example tracking ID UA o00o00x with an actual tracking ID provided to you when you sign up for Google Analytics Please do not activate this code until you have added your tracking ID Click here for more information regarding Google Analytics precccccececescesescees Important Site tracking will not work until you replace the exa
3. 2009 Charts and Reports 229 el Charts d Graphical representation of Page Views Unique Hosts and Dollars Spent To view this data select a month year and chart type ky Please select statistics period and chart type and dick over Update button D Select Period amp Charts Type Month amp Year Type Figure 7 1 2 Charts Page Click Show report button The graphical representation of the selected month amp year will open as shown in the Figure 7 1 3 below a Horthlyu Aaii fer Hai See leer Gater vised Di s ihis Zeg Horthy Seet erg Bai ee uige heir CH z i Ze i I Bomba Seles Skekiekice For Ew z Dell Ei S 4 Ei Gate mmy Poo Figure 7 1 3 Graphical Representation 2009 230 Springboard Promocart User Manual v3 6 3 7 2 Reports In this section you can view different types of reports To view this reports follow the following steps 1 Click Reports as shown in the Figure 7 2 1 below a aA 8 2 Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Mw Reports Figure 7 2 1 Reports 2 Reports page will open as shown in the Figure 7 2 2 230 below Note You can also open the Reports page directly by clicking on the Reports link in the Admin Area Home page 8 3 In Reports page under Select Report Date Range select a date range from the drop dow
4. 224 Springboard Promocart User Manual v3 6 3 p Database amp Back up Tools hp This section will allow you to export or delete data in your database D Backups must be downloaded via FTP from content backups folder Data Export Backup Restore Clear Database el Backup Your Cart Engine Files and user areas etc Skins Folder Lao your site skin files Images All your cart images Download Folder Backup your digital products Backup Database el your cart database dump check all uncheck all Figure 6 54 1 Backup Restore page 4 Click on the Backup button to create a backup The created backup can be seen under Your Backups 6 13 1 3 Restore Backup To restore backup 1 Open 23 the Backup Restore page i Your Backups File Name Size Date Created database dump sql 15 549 96 Kb May 5 2008 4 13 pm B readme txt 0 03 Kb May 5 2008 4 13 pm B 3 6 0 2008050 1 102024 files skins mg dwnld db tar gz 15 609 02 Kb May 5 2008 4 13 pm B 2 Click on Restore D icon under Your Backups to perform restoration using an existing backup A popup box will appear requesting your confirmation 2009 Cart Settings 225 Microsoft Internet Explorer i x H Do you realy wart to restore selected backup readme bet z Figure 6 55 1 Restore backup page 3 Click OK button to confirm restoration 6 13 1 4 Delete Backup You can use this section to delete an existing backup 1 Open 23 t
5. 1 Open the Cart Plug ins Settings page 2 Click on Data Export link to open Cart Plug ins Data Export page as shown in the Figure below The page displays a list of various Data Export options available 3 Click Google Sitemaps link or Stone Edge Order Manager link to open respective options Cart Plug ins Data Export D Data Export plugins allow you to export cart data from a cart to third party applications S Google Sitemaps The sitemap protocol allows you to more easily inform search engines about the pages on your website that are available for indexing into the search engines Ke Stone Edge Order Manager Note Google Sitemaps and Stone Edge Order Manager are used as an example in this section Data export options may vary from user to user 8 3 1 1 Stone Edge Order Manager The Stone Edge Order Manager is the leading order management system for small to medium Web merchants The Order Manager makes it easy to import orders from your Springboard Promocart and then gives you the tools you need to manage your business efficiently To use Stone Edge Order Manager follow the steps below 1 Open the Cart Plug ins Data Export page 2 Click on Stone Edge Order Manager link to open Stone Edge Order Manager Settings page as shown in the Figure 8 7 4 2009 238 Springboard Promocart User Manual v3 6 3 Stone Edge Order Manager Export D This area will export data to Stone Edge Order Manager
6. To add a parent category highlight Category Root at the top To assign a child category highlight the category you want the new category appear under of Category Properties Category Name test Category Key ID test This will be used for bulk loading products This might be the same as the Category name but without spaces Example digital_recorders Category Header Meta Keywords Meta Title Meta Description Is category visible to users List subcategories on catalog page E Priority used for sorting 5 i Category Description Top of Page Edit HTML online v Category Description Bottom of Page Edit HTML online Ki Category Image note accepted file types are JPG PNG and GIF Figure 2 2 3 Category Update 5 If you want to reset the form click on the Reset form button 6 Click Save changes button to update the information You will get a 2009 Categories amp Products 17 confirmation message that the category data has been successfully updated 2 1 3 Delete an Existing Category 2 2 2 2 1 You can use this section to delete an existing administrator account To delete an existing administrator account follow the steps 1 Open the Site Administrators page 2 Click Delete Account icon for a category you want to remove A pop up appears asking for confirmation as shown in the Figure 5 4 1 below 3 Confirm deletion process by clicking OK button You will get
7. a ci ringboard Sp Promocart Springboard Promocart User Manual v3 6 3 2009 2 Springboard Promocart User Manual v3 6 3 Table of Contents Foreword 0 Part Getting Started Overview Part Il Categories amp Products 11 1 Manage Categories CHEN EE 11 Add a New Category or Subcategory ccceceeeeseeeeeeeceeeeeeeeeeeeeeeeeeeeeeeesnsassaeseesegseseeseaaeoeeeesesseeseseeseeseeeeeenenas 11 Editan EXIStiNG EE EE dee ee 14 Delete an Existing Category cccccceeeeeeeeeeeeeeseeeeeeeeseseseeeaeasasaasaasaeneeeeeeeeeeeeeeseseeaeeeeoqeqaeaeaaeesedsaseeeeeeeeeeeeeeeeees 17 2 Manage ProdUCtS OVETVIEW geess oe gEedeeeEeeedeeeh seed 17 Add a NeW treiste eege eege eneen 17 Editan EXISTING Produc EE 23 Product Attributes MEIERS 26 Addl Product ANDU C aia a econ cat ee 26 Edita Product ne 27 Delete a Product ADUE EE 29 Ieren EE 30 Recommend Family Tor a Produ eat Eege EES 33 Product lte le Le sirsie onnaa tere cat cat aaa aae aE aaia a Oraa a Aaa Aaaa anaandaa aS 34 Quantity DISCOUNTS OVEIrVIOW inisinia A EE 36 Add a NeW QUaNTITY TRAM CEET 36 EGE Rea e 37 pelete a Quanity Rane E 37 Secondary Images e EE 38 Add Secondary Image S EE 38 Edit Seconda EE ege ee ee D eos 39 Delete a Secondary MAJE E 39 Digital a e e E 40 3 ManufactUrers asics sishocss eval ee 41 Add a Manufacturer E 41 Edit a Manufact re cesan aaa EE eea aran Ea aa eae anaa aa daea deaa aaa ee E aa eE e eaa Eaa E
8. Site Settings Global Site Settings This is sensitive information please consult your user manual before making any changes Please note required values are bold Global Site Settings Global Site Settings Global Site Name Site name Global Notification Email notificatons site com Global Support Email support site com Global Http Url http site com Global Https Url https site com Global Server Path varlwww html site Save changes Reset form Figure 6 2 1 Global Site Settings Page 4 If you want to cancel or start again click on the Reset form button 5 Click Save changes button to save details about Global Site Settings You can view the confirmation message on top of the Global Site Settings page as Shown in the Figure 6 2 2 below Site Settings Global Site Settings al This is sensitive information please consult your user manual before making any changes Please note required values are bold Settings has been successfully saved Figure 6 2 2 Save Confirmation Order Cart Settings This section is used to do the settings how you want visitors to use Springboard Promocart To go to order cart settings page follow the steps 1 Open 108 the Global Cart Settings page 2 Click Order Cart Settings 2009 Cart Settings 113 The Order Cart Settings page will open as shown in the Figure 6 3 1 114 below 3 Order Cart Settings Enter th
9. Enter price if you want shipping charged at the product level If a price is entered the Shipping Management settings for this item will be ignored For free shipping enter 0 00 or click free shipping above 36 1 0 Set the minimum and maximum number this product can be purchased by your customer The default minimum is 1 Please note enter here plain text HTML is not allowed in the Quick Overview This information may also appear on the Catalog pages Product Description 2O This deck of fun playing cards includes 52 liberals with pictures and quotes on each card This 2006 editior T ll Ki Product s Image Image Zooming Use Global Settings v Drimary Tmsancs ll Ce 26 Springboard Promocart User Manual v3 6 3 Figure 2 5 4 Product Update Page 8 If you want to reset the form click on the Reset form button 9 Click Save changes button to update the information You will get a confirmation message that the product has been successfully updated Note Click on the links below to know more about the Attributes Recommended Family Product Promotions Quantity Discounts and Secondary Images for a product Attributes 26 Recommended Family aa Product Promotions 34 Quantity Discounts ae Secondary Images 2 2 2 3 Product Attributes Overview Product attributes allow you to provide your customers with the choices for any of the products Examp
10. 184 Springboard Promocart User Manual v3 6 3 Edit Tax Settings Edit Tax Zones Edit Tax Classes Edit Tax Rates Taxes Settings Display Prices with Tax No e Apply Tax to Orders By Order Shipping Address or Billing Address if there no shipping Order Billing Address Default Tax Country State see below Default Tax Country United States Default Tax State Province Alabama Save changes Reset form Figure 6 32 2 Advanced Taxes Tax Settings 5 Add tax zone under Edit Tax Zones tab Create a zone then click on pencil icon to add counties and states to the zone 6 Please note that without defining the zone counties and states details for zone taxes will note work Edit Tax Settings Edit Tax Zones Edit Tax Classes Edit Tax Rates Taxes Zones Tax Zone Name Tax Zone Description s Save changes Reset form Figure 6 32 3 Advanced Taxes Tax Zones 7 Add class under Edit Tax Classes tab Class is nothing but group of product which you can use to define taxes Classes allow you to apply different tax rate to different products Create a class then click on pencil icon to add products to the class 2009 Cart Settings 185 Edit Tax Settings Edit Tax Zones Edit Tax Classes Edit Tax Rates B Taxes Classes Tax Class Name Tax Class Description General Defter all predic k Figure 6 32 4 Advanced Taxes Tax Cl
11. Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings 3 Shopzilla Data Feed d Sale Prices dh iDevAffiliate Integration r nae Cart Plug ins New Orders Statistics Recent Orders Last Users Figure 8 1 1 Google Base Data Feed f Welcome to Cart 2 Google Base Data Feed Export page will open as shown in the Figure 8 1 2 below Note You can also open the Google Base Data Feed Export page directly by clicking on Google Base Data Feed link in the Admin Area Home page 8 3 Product Description Select Use quick overview or Use detailed description from the drop down menu Post it on Base Find it on Google aj Google Base is a place where you can upload your product information making it available on Google and other tools induding Google Product Search This tool will create a RSS feed that can be uploaded to your Google Base Account Ww To create a new account click here ky Google Base will not accept feeds with special or HTML characters in the product description If you are using HTML or special characters you should select Quick Overview as your product description in the drop down below Froogle Properties Export Settings Product Description Use quick overview al 1 ell ie 2008 sl Feed Expiration Date MM DD VYYY Export data feed Figure 8 1 2 Google Base Data Feed Export 4 Click Export data feed
12. Manage product categories Manage orders Edit global site settings Clear Export MySQL database Figure 5 5 2 Update Administrator Profile hu Leave password field blank if you don t want to change it E Receive invoice notifications Receive out of stock messages New user registration notifications E min Strong password contain 8 16 characters do not indude common words or name and combine uppercase letters lowercase letters numbers and symbols Every Day h Enable ka TC Add edit delete products bulk loaders Edit and send emails Manage payment shipping taxes and discounts See statistics IT Manage site users Manage site administrators Manage site content pages skins colors and files T Marketing 3 If you want to cancel or start again click on Reset form button 4 Click Save changes button to update your profile 2009 Top Level Intro This page is printed before a new top level chapter starts Part Cart Settings 107 6 1 Cart Settings You can use this section in order to manage the cart settings To know in detail about the cart settings click on respective links below Global Cart Settings Overview wm Order Settings Overview wi Shipping Management 167 Edit Taxes mai Edit Discounts 186 Create Promo Codes 188 Enable Promo Codes 189 Delete Promo Codes 190 Appearance Settings Overview
13. Please note required fields are bold Decimal points and commas are accepted in The Product Price and Weight fields D Delete this product Product source DollarDays com Product Info Attributes Inventory Recommended Products Promotions Quantity Discounts Secondary Images Er Product Promotions This section will allow you to create Buy X get Y FREE type of promotions 44 Edit previous product Free product quantity Y Type in the product name or ID of the free product Below is a list of the free products you will be offering Minimum number of this product X 1 Maximum number of free product Y 999 Charge shipping for this free product No k Remove Selected Save changes Reset fo Edit next product gt gt Figure 2 10 1 Product Promotions 4 If you want to reset the form click on the Reset form button 5 Click Save changes button to save the information 2009 36 Springboard Promocart User Manual v3 6 3 2 2 6 Quantity Discounts Overview Quantity Discounts are a requirement for any business looking to expose its products to the consumer marketplace You can use this section to offer discounts on a product by adding quantity range for that product To know more click on the links below Add a New Quantity Range a Edit a Quantity Range 37 Delete a Quantity Range a 2 2 6 1 Add a New Quantity Range You can use this option to add a
14. d Add a New Tax Rate Tax Rate Name Define a New Tax Zone All Counties All States Provinces Ke Select a Tax Class General Click here to manage classes Rate Priority 1 L Rates at the same priority are added others are compounded Tax Rate Yo Apply To E Simple Users L Wholesalers Level 1 E Wholesalers Level 2 L Wholesalers Level 3 3 After you complete this page you should now have a working tax scheme setup 2009 Cart Settings 183 6 4 1 Advanced Tax Setup Setting up taxes using Advanced Mode 1 Go to Edit Taxes page under Cart Settings SY 8 Categories amp Users amp Manage Manage Products Orders Emails Admins Settings E Payment Methods Gel Shipping Management E Edit Taxes E Edit Discounts amp Promo Codes Reports Marketing Vo Welcome to Cart New Orders Statistics Re L D Appearance Settings 2 D Edit Text Pages wi Forms Control Custom Fields f File Manager 1 el Database amp Back up Tools Stati ar Figure 6 32 1 Advanced Taxes 2 Use Switch to Advanced Mode ink to use the advance setting for taxes This setting will give you more control over creating taxes 3 Define settings for the tax you are creating under Edit Tax Settings tab 4 Default Tax Country and Default Tax State are used to calculate taxes on product page s before user logs in for VAT as shown in figure 6 32 2 2009
15. Please note required fields are bold Decimal points and commas are accepted in The Product Price and Weight fields D Delete this product Product source DollarDays com Product Info Attributes Inventory Recommended Products Promotions Quantity Discounts Secondary Images 3 Recommended Products Families Available recommended product families _ Recommended families for this product Thriller Books Chlidren Books GK Books Joke Books Horror Stories 44 Edit previous product Edit next product gt gt Figure 2 9 1 Product Families 4 To recommend family for this product select a product family by clicking on it from the Available recommended product families 5 Click z icon to assign selected family with the product Note You can also unassign a family with product To unassign select a product family by clicking on it from the Recommended families for this product and then click icon 6 If you want to reset the form click on Reset form button 7 Click Save changes button to save the information 2 2 5 Product Promotions Product Promotion is essential to keep a product oriented business ahead of its competition You can use this section to promote an existing or new product by offering free products with it on buying a certain quantity of that product To promote a product follow the steps 1 Open the Product Insert 1 or Product Update 23 page 2 In the Produc
16. There are no custom boxes yet Figure 6 39 4 Custom Boxes Settings The Site Box insert page will open Here you can add a custom box to Springboard Promocart Note Click on Click here to edit Appearance Settings Default Images Layout and Colors link to open Appearance Settings page 191 7 Common Box Properties Enter the following information as shown in the Figure 6 39 5 197 below a Box Name Enter the box name to easily identify a box in admin area b Header Text or HTML Enter the header text c Box Side Visibility Select Right or Left from the drop down menu wherever you want the box side visible You can also select Invisible to hide it d Priority Priority is used for sorting You can select this on a scale of 1 to 10 from the drop down menu where 1 is given the highest priority 3 Site Box insert ku Use this section to add a custom box to your cart To get the correct look be sure to use HTML B Click here to edit Appearance Settings Default Images Layout and Colors ai To add images to the box the images need to be mowed to the bit Gate Gomm images custom folder You can do this moving the images via FTP or cick here to use file manager Remember your HTML code needs to have the full path to the images h Please note required fields are bold Box Properties wl Common Box Propertes Box Name Box name is used to help you identify a box in admin area Header Text or HTML ou may
17. You can use this section to assign existing global attributes with a product so that it would appear every time you add a product To Assign Existing Global Attributes with a product follow the steps 1 Open the Product Insert 17 or Product Update a page 2 Inthe Product Insert 18 or Product Update ze page click Attributes tab 3 Inthe new page scroll down to Assign Global Attributes and check the box next to the existing global attributes that you want to assign with the product as shown in the Figure 2 25 1 of Assign Global Attributes Please choose global attributes type Caption type Type Select doth rubber disposable Apply Changes Figure 2 25 1 Assign Global Attributes 4 Click Add Attribute s button to assign the checked global attribute with the product 2 3 Edit Existing Global Products Attribute You can use this option to edit global products attribute To edit global products attribute follow the steps 1 Open 52 the Global Product Attributes page with added global attributes as shown in the Figure 2 26 1 of Global Product Attributes d Click to Create a New Attribute Attribute Name Attribute Caption Type Visible ef type type Select No Pae Figure 2 26 1 Global Product Attributes with added global attributes 2 Click Edit Attribute icon for the global product attribute you want to modify 3 The Global Products Attribute update opens
18. Edit an Existing Category You can use this option to edit an existing category To edit an existing category follow the steps 1 Click Manage Categories as shown in the Figure 2 2 1 below Demo Cart Ver 3 6 Admin Area Browse Categories gt Browse Products gt Browse Orders gt Browse Users gt Admin Area Home gt Update Your Profile Help amp Support gt User Manual gt Support Area gt Member Area a Categories amp Users amp Products Orders Manage Products Add a New Product Manage Categories ai Adda New Category Ke Manufacturers gt Bulk Product Loader GI Bulk Images Loader SA Thumbnail Generator f Global Attributes LG Recommended Products ad Gift Certificates Sales This Month 2 00 Products in Store 241 6 Figure 2 2 1 Manage Categories E Manage Emails 8 e Manage Cart Reports Admins Settings Marketing Welcome admin Today i Statistics Recent Orders Last Users Sales CUS Dollar Monthly Sales Statistics for May 2006 CUS Dollar 2009 Categories amp Products 15 2 The Manage Catalog Categories page will open as shown in the Figure 2 2 2 15 below Note You can also open the Manage Catalog Categories page directly by clicking on the Manage Categories link in the Admin Area Home page 81 You can also add a subcategory by clicking Add Subcategory icon from Manage Catalog Ca
19. Carrier Name Calculation Method Base Weight v Countries A United States z Canada United Kingdom Afghanistan Albania Algeria e States Provinces AN States Provinces Priority 5 v Hidden No v Add method Figure 6 28 2 Add A New Custom Shipping Method 5 Click Add method button The Custom Shipping Rates page opens as shown in the Figure 6 28 3 below Ca Custom Shipping Rates Gel Carrier Name Custom Shipping 2 Method Name Base Weight Country State ALL ALL Please enter rates below Min Weight Max Weight No rates defined yet Add a New Rates Range Base Price Price Per Lbs H Ka Back to Shipping Management page Figure 6 28 3 Custom Shipping Rates 6 To add Shipping Rates for this Custom Method enter the Min Weight Max Weight Base Price and Price Per Lbs 7 Click Add button to add the new custom range Microsoft Internet Explorer A Mem custom range has been successfully added Figure 6 28 4 Custom Shipping Rates Add Confirmation 2009 176 Springboard Promocart User Manual v3 6 3 6 3 5 Edit a Custom Shipping Method To edit a custom shipping method follow the steps 1 Open 174 the Custom Shipping Costs Calculation Settings page 2 Click Edit Shipping Rates for This Method Z icon for the custom shipping method you want to modify The Custom Shipping Rates page opens as shown in the Figure 6 29 1 below where you can ed
20. Click Catalog amp Product Page Settings in the Appearance Settings page Catalog Settings page opens Note By default the Catalog Settings page opens under Catalog Page Views tab as shown in the Figure 6 40 1 199 below To set catalog page views follow the steps 3 Under Catalog Page Views tab select the Catalog Views and enter the 2009 Cart Settings 199 Catalog Settings 4 Catalog Views Select the catalog view available by clicking on the respective check box as shown in the Figure 6 40 1 below Also select the view which will be active by default by clicking on the radio button LJ Catalog Settings ky This page allows you setup catalog and product page views Catalog Page Views Product Page Settings Image Settings Catalog Views a IS E Text View Thumbnails Single Column Thumbnails Double Column Two Column View Two Column Box View Three Column View v v v v v v O Figure 6 40 1 Catalog Views 5 Catalog Settings Enter the following information as shown in the Figure 6 40 2 199 below a List Products By Select sort order of product list from the drop down menu By default Priority is selected b Products per Page Enter the number of products to be displayed per page If you are displaying thumbnail images it is advisable to keep the number below 30 so that the customers can easily view the page c Pages Number in Navigation Bar Enter the number of page links that w
21. Click Search Engine Settings The Search Engine Settings page will open as shown in the Figure 6 9 1 127 below 3 Search Engine Settings Enter the following information a Page Site Title Enter the Page Site Title you wish to use It Should not be more than 60 characters in length b Allow Keywords Auto Generation If you leave the default option which is Yes this will allow auto generation of additional keywords for your products category and site pages and if No is selected from the drop down menu auto generation of additional keywords for your products category and site pages will not be allowed c Generate Flat HTML URLs for catalog pages Select Yes from the drop down menu to generate Flat HTML URLs for catalog pages Selecting No won t generate Flat HTML URLs for catalog pages By default this is No 4 Meta Keywords Enter the Meta Keywords that are to be used by search engines to direct users to your site Separate all the keywords and phrases by comma The length must be between 200 to 1000 characters 5 Meta Description Enter the Meta Description that is to be used by search engines to direct users to your site The length must be between 6 to 125 characters 6 File robots txt You can create a robots txt file that will be located in your main directory This may help in search engine positioning 2009 Cart Settings 127 6 1 11 Search Engine Settings Search Engine Setti
22. In the admin area of WorldPay you will see Installations for xxxxx in that table 2009 Cart Settings 155 will be your Installation ID Across from your Installation ID you will see a link for Configuration Options click that link 4 Enter the following information e In Your website URL for activation Enter the URL to your site e In Callback URL Enter http www yourstorename com index php p invoice amp oa ProcessPayment replace www yourstorename com with the actual URL to your store e Activate Call Back URL Save your changes 5 Next login to your Springboard Promocart administration area and go to Payment Methods 142 located under Cart Settings 6 Activate the WorldPay payment method 7 On the WorldPay Payment screen do the following E Payment Method Setup WorldPay com Update ky Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties of Payment Method Properties Payment Method Name WorldPay com Protocol HTTPS Y Priority e Payment Server Settings Payment Processor ID worldpay URL To Gateway https select worldpay com wee purchase Testmode Succeed Y Instid Currency USD a Set the Protocol to HTTP b Enter in the URL to the WorldPay Gateway default is https select worldpay com wcc purchase c Enter your WorldPay Installation ID in the blank labeled Insti
23. Product source DollarDays com Product Info E Category s Product Will Be Listed In Main primary Category Secondary Categories Product Name title Meta Keywords Meta Title Meta Description Product Manufacturer Priority of Product Properties Item Price Sale Price Is this a taxable item Select Taxes Class Tax Rate at Product Level Free Shipping Unit Weight Ibs Shipping price for Product Level Inter Pack Case Pack Minimum Maximum Quantity in Order Is this product available Mark product as a Hot Deal Show product on home page Wr Quick Overview Hold down the control key to select multiple categories 335424 All products need to have an ID associated for easy look up and identification This ID must be a unique name or number 52 Most Dangerous Liberals Deck of Playing Card 52 Most Dangerous Liberals Deck of Playing Card Do not assign manufacturer e Allow search products by manufacturer Use priority to have products listed higher within your cart The higher the number the higher the product will be listed Use positive or negative number Example 50 20 4 1 32 E Call For Price If this item is on sale enter in the Sale Price The Sale Price will appear in red below the retail price Tax Class is not assigned e If this item has exclusive tax rate please enter it here 0 00 Not required if free shipping is selected
24. 11 Global Products Attribute 11 Product Attribute 11 Quantity Range 11 Recommended Product Family 11 Secondary Image 11 Delete Backup 225 Delete Backup Restore Page 225 Delete Currency 136 Delete Custom 166 Delete Custom Field 219 Delete Custom Field icon 219 Delete Custom Method icon 177 Delete email 88 Delete email address 88 Delete Existing Global 56 Delete Existing Global Products Attribute 11 Delete File icon delete 220 Delete Language 140 Delete Manufacturers 43 Delete promo 190 Delete Promo Codes 190 Delete Realtime Method icon realtime 173 Delete subscribers email 86 Delete Subscribers Email Addresses 88 Digital Produces 122 Digital Products 122 Disable Confirmation 162 Disable Realtime 162 Discounts 190 Discounts Level 127 Discounts Page 186 2009 254 Springboard Promocart User Manual v3 6 3 Display Shipping Prices 167 Display Shipping Weight 167 ebe E commerce 7 Edit 136 Existing Category 11 Existing Product 11 Product Attribute 11 Quantity Range 11 Recommended Product Family 11 Edit Account icon 102 Edit Appearance Settings 194 Edit Currency 135 Edit Custom Field 218 Edit Custom Fieldicon open Custom Field 218 Edit Custom Shipping Rates 176 Edit Default Site Image Page 205 Edit Default Site Images 205 Edit Discounts 186 Edit Existing Global 55 Edit Existing Global Products Attribute 11 Edit File icon edit 220 Edit HTML Online 83 Edit Language 138 Edit Messages 138 Edit pre
25. 177 USPS Web Tools User ID 177 W Wholesale Case Pack 127 Wholesale Global Discounts 127 Wholesale Inter Pack 127 Wholesale Settings 127 W Your Backups 224 Your Cart 44 Your Cart login 238 Your Packaging 1 77 BA ZIP Postal Code 167 2009 Endnotes 2 after index 261 2009 Back Cover
26. Area Home page 8 2 Newsletter Email Enter the following information a Subject Type the subject of the letter b From Name Type the name of the Sender C From Email Type the email address of the Sender bag Newsletter Email Wizard step 1 of 3 You can insert HTML and text versions of your Newsletter Step two will allow you to preview the message you have created before it is sent Adding a top and bottom to the Newsletter will improve their appearance To create the top and bottom click on the link in the left hand navigation amp Newsletter Email Subject From Name From Email Figure 4 1 2 Newsletter Email a Content for HTML Email You can edit the HTML Email content in plain text vy Content for HTML Email Edit HTML Online Figure 4 1 3 Content for HTML Email 4 Further you can create an eye catching HTML Email content by clicking Edit HTML Online in Content for HTML Email as shown in the Figure 4 1 4 below yw Content for HTML Email Edit HTML Online WGlprUaeex x ISS SS S332 Z i vm 2 OD A Uaplaaii e d SS Si Place Your newsletter HTML here i H o Aa B Font family x Font size e Path E Figure 4 1 4 Online HTML Editor 5 Content for Text Email You can edit the Text Email content in plain text 72 Springboard Promocart User Manual v3 6 3 Content for Text Email Figure 4 1 5 Content for Text Email
27. Attributes with a product so that it would appear every time you add a product To know how to Assign Existing Global Attributes with a product click here 5 To know how to create new global attributes click here 52 10 If you want to reset the form click on the Reset form button 11 Click Save changes button to save the details about the product You will get a confirmation message when the new product has been successfully added Note Click on the links below to know more about the Attributes Recommended Family Product Promotions Quantity Discounts and Secondary Images for a 2009 Categories amp Products 23 product Attributes 55 Recommended Family zs Product Promotions 34 Quantity Discounts ae Secondary Images oe 2 2 2 Edit an Existing Product You can use this option to edit an existing product To edit an existing product follow the steps 1 Click Manage Products as shown in the Figure 2 5 1 below WS P 8B Ge Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Manace Products Add a New Product Welcome admin Today is Manage Categories ai Add a New Category Kei Manufacturers gt Bulk Product Loader re Bulk Images Loader K Thumbnail Generator of Global Attributes Gi Recommended Products Ej Gift Certificates z Figure 2 5 1 Manage Products Statistics
28. E Sent Email Archive R Default Email Top amp Bottom a Notification Emails Ex Subscriber Email Addresses 2 amp Import Email Addresses amp Export User Email Addresses Le Welcome to New Orders o z Figure 4 11 1 Export Subscriber Email Addresses Marke ting A Reports Cart Settings ers Last Users Monthly Sales Stati Export Subscriber Email Addresses Ge Check Bounced Email Addresses The Export Subscriber Email Addresses page will open as shown in the Figure 4 11 2 95 Note You can also directly open the Export Subscriber Email Addresses page by clicking on the Export Subscriber Emails link in the Admin Area Home page 8 2 Under Export Subscriber Email Addresses select from the drop down menu the format in which you would like to export the emails list There are four types of email list formats e Show as namei lt emaill gt name2 lt email2 gt e Comma separated emails e Semicolon separated emails e Email address per line 2009 Manage Emails 95 Export Subscriber Email Adresses ku Choose the email list you want to export and then copy the email address from the text box below and past it into the application of your choice Please choose export format Show as name lt emall gt name2 lt emailZ e Continue amp y Emails No email addresses here yet Figure 4 11 2 Export Subscriber Email Addr
29. Export to Quick Books The Export to QuickBooks page will open as shown in the Figure 3 3 2 below Note You can also directly open the Export to QuickBooks page by clicking on the Export to Quick Books link in the Admin Area Home page 8 2009 68 Springboard Promocart User Manual v3 6 3 EA Export to QuickBooks This page allows you to create a file that can be imported into QuickBooks Quick Books D I Select Order Range Start Date From May Finish Date To May Export QuickBooks Figure 3 3 2 Export to Quick Books Page 2 Set the Select Orders Date Range from the drop down menu 3 Click Export QuickBooks button 4 The File Download window pops up 5 Click Save button to open the Save As window so you can choose where to save the file 6 Find Where you have saved the file and open it in quickbooks 2009 Top Level Intro This page is printed before a new top level chapter starts Part 70 Springboard Promocart User Manual v3 6 3 4 1 Manage Emails This section is used to edit pre generated HTML and TEXT versions of your emails You can also manage your newsletters and notify your customers about product updates In addition you can now even manage edit and delete the subscriber s emails and top and bottom email templates for HTML and Text Email You can also remove bad and bounced email addresses from your email list t
30. For more information regarding Stone Edge bt iaa stoneedoe Com Please enter access informaiton below Connection URL is httes site com cart content admin plugins stone_edgs_order_manage plugir stona_edge_order_manager pha Plugin Settings Kai Stone Edge Order Manager Settings Enable Stone Edge Order Manager Export No e Suthentfcaton failed message y Ti Bae Jk LK Jo kl Ball Baas LR bn Fill Tee bel Be ec Je ee al m Username Password Save changes Reset form Figure 8 7 4 Stone Edge Order Manager Settings 3 Set Enable Stone Edge Order Manager Export drop down box to Yes to enable export Selecting No will disable export and Authentication failed message will be returned Enter your Username and Password If you want to reset the form click on the Reset form button Click Save changes button to update the information ae 8 3 1 2 Google Base Data Feed Google Base is a new service from Google that find information about products for sale online By concentrating completely on product search Google Base applies the power of Google s search technology to a very particular task locating stores that sell the item you want to find and pointing you directly to the place where you can make a purchase To use Google Base Data Feed for your product follow the steps below 1 Click Google Base Data Feed as shown in the Figure 8 1 1 below 2009 Marketing 239 8 3 1 3 a 8 2
31. Management i Edit Taxes EI Edit Discounts amp Promo Codes Welcome to Cart New Orders Statistics Re D Appearance Settings 2 Edit Text Pages CH Forms Control Custom Fields Sales Today Ey File Manager 0 00 T el Database amp Back up Tools Figure 6 19 1 Payment Methods Stati Payment Methods Quick Setup page will open as shown in the Figure 6 19 2 143 below Note You can also open the Payment Methods Quick Setup page directly by clicking on Payment Methods link in the Admin Area Home page a You can also edit 162 and disable 162 the Realtime Payment Method as well as add 163 edit 165 and delete 16 the Custom Payment Method from the Payment Methods Quick Setup page 2 Scroll down to Enable Add Gateway Under Enable Add Gateway select a gateway from the drop down menu you want to enable add Note From Payment Methods Quick Setup page you can enable add any of these Gateway from the drop down menu Authorize Net DataCash Echo inc com 2009 Cart Settings 143 FastTransact com iTransact com LinkPoint com NetBilling com NTPNow com PayPal Express Checkout PayPal Pro Protx com PsiGate com Shift4 com VeriSign Net ViaKLIX 2CheckOut com HSBC CPI PinnProcessing Transaction Central VeriSign Net Pay Flow Link WorldPay com and Custom Payment Method E Payment Methods Quick Setup Use this section to select and create pa
32. Maximum text length can only be entered for a Text Box field i Options one per line Enter the options to be displayed in the drop down radio button menu Note Options one per line can only be entered for Drop Down or Radio Buttons field j Checked Unchecked value Enter the values as Yes No to determine the behavior of the field when it is checked unchecked Note Checked Unchecked value can only be entered for a Checkbox field 5 If you want to cancel or start again click on the Reset form button 6 Click on Save Changes button to add a new field 6 11 2 Edit Custom Field You can use this option to edit a custom field To edit a custom field follow the steps 1 Open 216 the Add Forms Control Custom Fields page 2 Click on Edit Custom Field icon to open Custom Field Update page as Shown in the Figure 6 50 1 below 3 You can modify all the parameters for an existing field under Custom Field Properties 2009 Cart Settings 219 RK Custom Field Update d This section allows you to edit custom field properties f Browse custom fields Category Propertes f Custom Field Properties Field Type Drop Down Field Name ike_us Field Caption Do you like us Is This Field Available Is This Field Required E Add this Field To Registration Fon Priority 1 Options one per line YES HN save changes Reset form Figure 6 50 1 Custom Field Update page 4 If you want to re
33. Name Manufacturer s ID Logo Image Browse_ Available E Manufacturer s Name Manufacturer s ID Logo Image JPG GIF or PNG Available ABC Browse_ E Save changes Reset form Figure 2 19 1 Manufacturers Settings page with existing manufacturers 3 If you want to reset the form click on the Reset form button 4 Click Save changes button to update the information 2 3 0 Delete Manufacturers You can use this option to delete a product manufacturer To delete a product manufacturer follow the steps 1 Open 41 the Manufacturers Settings page with existing manufacturers 2 Click Delete button for a manufacturer you want to remove A pop up appears asking for confirmation as shown in the Figure 2 20 1 below x S Do you really want to remove this manufacturer eg Figure 2 20 1 Delete Confirmation 3 Confirm deletion process by clicking on OK button 2009 44 Springboard Promocart User Manual v3 6 3 2 4 Bulk Uploading of Products This section allows you to upload product data into your Springboard Promocart using a CSV file Most database programs including Excel will allow you to import or save data in this format Once uploaded Springboard Promocart will ask you which column represents what data type Product ID Product Name Price etc Springboard Promocart uses Product ID as its data key so products with a duplicate Product ID will be overwritten with the new data This
34. Notification for super administrators Your choices are to send it at login or using a cron job to set the timing of this notice default value Using Cron Job Note All the required values are in bold in the Security Settings page 2009 Cart Settings 117 Site Settings Security Settings DD This is sensitive information please consult your user manual before making any changes kp Please note required values are bold Security Settings Security Settings Security Mode Standard Choose complete if you would like to make the checkout and shipping pages secure default value STANDARD Security Cookies Prefix CartUserCookie User cookie name prefix default value CartUserCookie Security User Timeout 2e000 Set the user session time out in seconds default value 36000 Security Account Blocking Yes we For security purposes enable or disable account blocking on failed payment transactions default value YES Security Account Blocking Attempts 3 After failed attempts to purchase block account access after x amount of attempt default value 3 Security Account Blocking Hours 24 On failed transactions block account access for x amount of hours default value 24 Security Display Clean Payment Page No e Display Clean HTML Payment Page when HTTPS protocol is enabled default value NO Security Admin Time Out 15 r Administrator Session Timeout minut
35. Pages Add a New Page Please note there are just four pre defined text pages and it is strongly recommended that you do not delete those pages These pages include Terms and Conditions About Us Contact Information and How to Enable Cookies D Page Title Short Name URL Param Is Visible KW About Us about_us Yes v D L Terms and Conditions terms_and_conditions Yes v D vi Contact Us contact_us Yes v6 Kl How to Enable Cookies cookies_setup Yes vw D Figure 6 47 2 Site Text Pages 3 Inthe Site Text Pages click on Add a New Page link The Site Page insert page will open Note You can also change the Appearance Settings 19 of that site page by clicking edit Appearance Settings Default Images Layout and Colors link on top of the Site Page insert page 4 Common Page Information Enter the following information a Short Name Enter a name for the page b Page Title Enter a page title for the menu c Is This Page Visible Select Yes from the drop down menu if you want this page to be visible to the users Selecting No will hide the page d Priority Rank a page within your website using the priority feature You can select this on a scale of 1 to 10 where 1 has the highest priority The higher the number the higher the page will be listed 2009 214 Springboard Promocart User Manual v3 6 3 p Site Page insert a Use this section to add a custom page to your cart To get the correc
36. Payment Form Title Payment Form Title Credit Card Payment with 2CheckOut com mers identify this payment method if it is selected Message you would like to appear on the Payment Pagee Edit HTML Online lt p gt lt b gt You have selected 2checkout com as your payment method lt b gt lt p gt lt p gt To complete this transaction it is necessary to send you to 2checkout com lt p gt lt poAfter the transaction is complete you will be returned to our site lt p gt Message you would like to appear on Thank You Page Edit HTML Online thank you for your order Save changes Reset form 7 On the 2Checkout Payment screen do the following a Set the Protocol to HTTP D Enter your 2checkout com store id in the blank labeled sid c If you are running a test enter Y into the blank labeled Demo or leave blank for live transactions 8 Enter in the information you would like to have appear on your thank you pages 2009 Cart Settings 147 9 Save your changes 6 2 1 2 Setting up Authorize Net AIM 3 1 Steps for setting up an Authorize net account in the cart 1 Get an Authorize net account Springboard Promocart uses the ADC Direct response method Version 3 1 Simple Integration Method 2 Login to your Authorize net and go to Settings and Profiles area and look under the Security table Specifically make sure Card Code Verification and Address Verification Syst
37. Product ID Product Name Price books1 books n things 2 53 Click to view music2 my music album 19 98 Click to view Click here to unsubscribe Company Name Click here to visit our site TEXT Email Company Name Product Updates books n things Product ID booksi 2 53 http Site com index php p product id 24198 parent 0 What do you want to do now Browse emails archive SG Newsletter Email Wizard Product Update Email Wizard Figure 4 3 3 Archived Email Preview 2009 Manage Emails 81 4 4 Note You can also delete emails that exist in your archive from the Emails Archive o page Click Remove Email From Archive icon for the email you want to delete A pop up appears asking for confirmation as shown in the Figure 4 3 4 below Microsoft Internet Explorer E x K Do vou really want to delete selected email o Figure 4 3 4 Delete Confirmation 4 Confirm deletion process by clicking OK button Default Email Top and Bottom In this section you can edit the top and bottom email templates for HTML and Text Email For editing the top and bottom email templates for HTML and Text Email follow the steps 1 Click Default Email Top amp Bottom as shown in the Figure 4 4 1 below a 8 Q Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Product Update Email Wizard i Sent Email Archive
38. Sent Email Archive Welcome to L Default Email Top amp Bottom a Notification Emails ers Last Users New Orders Ey Subscriber Email Addresses A Ge Import Email Addresses a Export User Email Addresses S Export User Email Addresses Monthly Sales Stat Sales Today Export Subscriber Email Addresses 0 0 Ga Check Bounced Email Addresses Figure 4 12 1 Check Bounced Email Addresses Check Bounced Email Addresses Step 1 of 3 page will open as shown in the Figure 4 12 2 Note You can also directly open the Check Bounced Email Addresses Step 1 of 3 page by clicking on the Check Bounced Emails link in the Admin Area Home page 8 ei Check Bounced Email Addresses Step 1 of 3 This section allows you to remove bad and bounced email addresses from your email list It will login to the POP3 email server you designated and conduct a scan on all returned email addresses Before you run this scan you will need to enter information regarding your email account Click here to set up this feature Check bad emails Figure 4 12 2 Check Bounced Email Addresses Step 1 of 3 2 Click on the Check bad emails button to open Check Bounced Email Addresses Step 2 of 3 page where you can view all the bounced email addresses 2009 Top Level Intro This page is printed before a new top level chapter starts Part Manage Admins 99 5 1 5 1 1 Manage Admins Administrator Overv
39. Set Description Caption Image Alt Text Choose Language to Edit Engish Add to Cart on Product Page Add To Cart Browse Current image 120x22 pixels 1 75kb file size Delete This Image Add to Cart Checkout Button on Product Page Checkout Current image 120x27 pixels 1 70kb file size Delete This Image Checkout Save Button on Profile Page Save Current image 120x22 pixels 1 59kb file size Delete This Image Cancel on Unsubscribe Page Cancel Current image 120x22 pixels 1 64kb file size Delete This Image Email to a Friend Button on Product Page Emal to a Frend Current image 120x22 pixels 1 80kb file size Delete This Image E mail to a Friemd Delete all images save changes Reset form Figure 6 42 2 Edit Site Buttons Page 6 If you want to cancel or start again click on Reset form button 7 Click Save changes button to upload your buttons to the cart Edit Default Site Images This section helps you in editing default site images such as logo hot deals credit card CVV2 and many more In addition you can also change their text To edit default site images follow the steps 1 Open the Appearance Settings page 2 Click Edit Default Site Images in the Appearance Settings page Edit Default Site Images page opens as shown in the Figure 6 43 1 am below 2009 206 Springboard Promocart User Manual v3 6 3 3 Select Image Set from the Pre defined Im
40. Survey Program Receive your customers feedback and become a BizRate Certified Store by participating inShopzilla s free survey program er Click Here to Visit Shopzilla Settings Export Data Feed Export To Shopzilla Ka Shopzilla Settings Shopzilla Merchant Identification Number Shopzilla Username Shopzilla Password Shopa illa s ROI Tracker No e BizRate Survey Invitation No e Save changes This feature allows you to save shopzilla datafeed file on your computer Click Export Datafeed button below to get your file Settings Export Data Feed Export To Shopzilla Export Data Feed ku This feature allows you to save shopzilla datafeed file on your computer Click Export Datafeed button below to get your file Export data feed This feature allows you to export your products directly to a shopzilla 2009 Marketing 241 Click Export To Shopzilla button to do it now Settings Export Data Feed Export To Shopzilla Export Shopzilla This feature allows you to export your products directly to a shopzilla Click Export To Shopzilla button to do it now Export to Shopzilla 8 4 Products Feeds Product Feeds cart plug in allows you to quickly import products from selected drop Shippers and wholesale vendors Before importing any products make sure you have set up an account with the company you are selling products for To Manage Product Feeds area follo
41. Upload Language File Figure 6 16 2 Add Create Language page 4 Scroll down to Add Create a New language and enter the following information a Language Name Enter the name of the Language 2009 138 Springboard Promocart User Manual v3 6 3 b Language Code Enter the Language Code c Is this language active Check this Box to make the language you are adding as an active language for the site d Use existing language as a base Select the base language for the template from the drop down menu Note Base Language will be the language that will appear initially You can edit the Base Language once the template is created e Upload language file Click on Browse to upload the language file from your local computer The uploaded file must be compatible with this cart for it to work correctly 5 If you want to reset the form click on the Reset form button 6 Click Save changes button to update the information You can view the confirmation message on top of the Add Create Language page as shown in the Figure 6 16 3 below New Language kt Language has been successfully created GA Return To Localization Settings Figure 6 16 3 Language Confirmation Page 6 1 14 3 2 Edit Language You can use this section to edit an existing language template To know more about editing a language template follow the steps below 1 Open 136 the Language page 2 Scroll down to Language name and click
42. a higher product listing You can use either positive or negative numbers For example 50 20 4 E Product ID Name amp Search Engine Settings Product ID Product Name title Meta Keywords Meta Title Meta Description Product Manufacturer Do not assign manufacturer e Priority 0 Figure 2 4 3 Product ID Name 4 Properties Enter the following information a Item Price Type a numerical value with dot separated decimal i e 1 45 0 34 Do not enter any currency symbols We have also incorporated a feature that allows you to show or hide the unit price Check the Call For Price box next to the Item Price field to hide a product s price b Sale Price If this item is on sale enter the Sale Price c Is this product is a Taxable Item Check the box for calculating the tax for this product to the total amount of user s order If you uncheck the box then the tax for this product will not be added By default the box is checked d Select Taxes Class Here you will determine what tax class you want this product to be a part of The default value is General 2009 20 Springboard Promocart User Manual v3 6 3 e Tax Rate at Product Level If you wanted to give this product a custom tax rate i e 7 55 you would put it in here Note that you do not put the symbol into this field just the numerical values Note The sale price will appear in red color below the retail origina
43. accaw ules uemoyeewesecs 228 Se a Vu CC 230 Marketing 233 Sale Oe 233 Dev Afiliate Integrat Te TE 234 Cart PIUORIMS scsscicaseccsncecetesncccctsecenccuesenaticcdecsicnceicseiende ice ceavtacaeiieccesetiiacdecccnsseesstadwetwccasiecezosds 235 Data EX DOM GE 236 Sone ee Ee e Ee Ce EEN 237 Google Base Data PGC BEE 238 Shopzilla Datatreed EE eeh Ee 239 Products FOCUS E 241 Placing Orders Through Dollar Haer EE 244 OOO LS saeco acca eit eae ec dtd a E a els Gun dst Moons el E ie 246 MAO OG Uu Ee EE 246 PN gr Mate Bg 6 ut E 247 Conversion Lelleg EE 248 Adwords Conversion Tracking ccccssssessessessesssessesssssscsesseeeseeseeseeeeessensenssnseasensenseeneossosnessesseessensesseessessenss 250 Index 251 2009 Top Level Intro This page is printed before a new top level chapter starts Part Getting Started Overview 7 Getting Started Overview Springboard Promocart is a premier eCommerce solution that enables business of all sizes to create manage and grow their on line business The following guide provides you the facility to set up a basic storefront These steps will assist you in providing Springboard Promocart with basic information necessary to conduct transactions We recommend you to complete these steps first before you begin adding products to store 1 Enter the Username and Password as shown in the Figure 1 1 1 below and click on the Login button This information may have been provided t
44. allows you to inform search engines about URLs on your websites that are available for crawling In its simplest form a Sitemap that uses the Sitemap Protocol is an XML file that lists URLs for a site To use Google Sitemap follow the steps below 1 Open the Marketing Google page 2 Click on Google Sitemaps tab to open Google Site Map Export page as Shown in the Figure 8 7 2 below Google Base Feed Analytics Tracking Conversion Tracking Adwords Conversion Tracking Google Base Product Description Use quick overview ry Google Base Google Base is a place where you can easily submit your product information which will become searchable on Google Product Search and Google web search This tool will Feed Expiration Date MM DD YYYY eo v i Ita ry 200 ry create a product feed that can be very easily posted into your Google account Click here for more information regarding Google Base Click here to sign up of an account on Google Figure 8 7 2 Google Site Map Export 3 Click Continue button to export your sitemap in an XML format to your local computer A File Download Dialog box will appear as shown in Figure 8 7 3 below 4 Click Save button to save the file to your local computer 2009 Marketing 247 8 5 2 File Download Analytics Tracking SE J O hc can Ee your SE Mihe ihe fi i Ee ER AEE pees S Kid i SL o SE do not Dk trust st the source do o not open o or emm S Zo o
45. amp Orders 64 Browse Users and Orders Overview cccccccsssscessssssseeeseesseeeeeeeenseeseeenseeeeeeenseeeseonennessooeess 64 Search USERS ee EE 64 Search Orders ee 65 EXpOnt 0 QUICK BOOKS iroi aa a a 67 Manage Emails 70 NGWSIGCTICN Email E WE 70 Product Updates Email Wizard egessagaeseeen Eege 74 SU UE TE 19 Default Email T p nd Fotto tee EEN 81 No uficaton Wu TUE 83 Manage Subscribers Email Addresses Overview ccccssssseeecseesseeesceenseeseeeenseesenenseees 86 Search Subscribers Eimall Addresses oiin ee 86 Edit Subscribers Emall AdGleSS S seess eegene eege EEGEN 87 Delete Subscribers Email Addresses Eege eee a in cidade 88 import EUR E 89 Export User Email Addresses eegene eegen eegene 91 Export Subscriber EUR 93 Check Bounced Email Addresses eisereen DEES 96 Manage Admins 99 Administrator e EE 99 Create a New Administrator Account cccccceeeeeeeeeeeeeeeeeeeeeeeseeeeececeeeeeeeeaessssassaasnenseeeeeseesessesasansananonons 99 Browse ul de 101 Edit an Existing Administrator Account jcceccesccssescdnedscnssesapttusanseteescateasatpetaccuewsaaseciuntchaudenewick ees 102 Delete an Existing Administrator ACCOUNT ccccccesseesseeeceeeeeeeeneaneeeeeeeeeenneaaasaeeeeeeaenonaaneeeseeeeaeannaassensees 103 Update Your eh OUT 104 Cart Settings 107 Global Cart Settings Overview ccccssccsseeeeesessseseeeeeeseeenneeeeeeeeecenseeeeeeeeeooanseeesesseoonseneeees 107 Coinpamy IMTOnM atl OM
46. at anytime you will not be able to access payment information encrypted with an older certificate Therefore it is very important you do not lose this password If lost the only solution is to generate a new certificate Certificate Data Generate New Certificate CCS Password 8 chars min CCS Password Confirmation Country Name Afghanistan State Province Name State Locality Name City Organization Name Company Name Organization Unit Name Company Name Unit Common Name Company Name Email Address support site com Save changes Reset form 6 2 Payment Methods This section is used to manage the order settings i e Realtime and Custom Payment method and Gateway To know in detail about the following sections click on respective links below Enable Add Gateway 142 2009 142 Springboard Promocart User Manual v3 6 3 6 2 1 Update Realtime Payment Method we Disable 162 Add a New Custom Payment Method we Update 165 Delete 166 Enable Add Gateway You can use this section to create and select gateways you want to enable To enable and add gateway under Realtime Processing Payment with Credit Card in Payment Methods Quick Setup page follow the steps 1 Click Payment Methods as shown in the Figure 6 19 1 below xs 8 OO e Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Payment Methods Gel Shipping
47. button You will be taken to the Springboard Promocart login page Shopzilla Data Feed Export For your products to appear in Shopzilla s product search engine you must provide a Product Listings Datafeed Shopzilla will process your datafeed every 36 48 hours to ensure that the most current version of your product listings appear in our product search engine You can sign up for a shopzilla merchant account by going to hitp merchant shopzilla com 2009 240 Springboard Promocart User Manual v3 6 3 1 Once signed up you will need to fill in your Shopzilla Merchant Identification Number your Shopzilla Username and your Shopzilla Password e ROI Tracker Monitor your conversion rate and improve your campaign performance Shopzilla s free conversion tracking tool e BizRate Survey Program Receive your customers feedback and become a BizRate Certified Store by participating in Shopzilla s free survey program 2 Click on Save Changes once you have the information filled in Shopzilla Data Feed Export For your products to appear in Shopzilla s product search engine you must provide a Product Listings Datafeed Shopzilla will process your datafeed every 36 48 hours to ensure that the most current version of your product listings appear in our product search engine Ku ROI Tracker Monitor your conversion rate and improve your campaign performance Shopzailla s freeconversion tracking tool Ei BizRate
48. by clicking on the Send email button A pop up appears asking for confirmation as shown in the Figure 4 2 8 below 2009 Manage Emails 79 Microsoft Internet EE Me Do vou Wa to send this SE SE amail IRES Depending on the size of your list and your subscriber base this action may take some time to complete SC To avoid duplicate sends only press Ok once Cancel Figure 4 2 8 Email sending confirination 13 Confirm sending product updates email by clicking OK button Note To avoid duplicate sends click OK button only once The Product Updates Email Wizard step 4 of 4 page will open You will get a confirmation message that the Product Updates Email has been successfully sent 4 3 Email Archive This section is used to preview and remove emails that exist in your archive For previewing and removing emails from archive follow the steps 1 Click Sent Emails Archive as shown in the Figure 4 3 1 below xs 8 OO e Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings A Product Update Email Wizard g Sent Email Archive L Default Email Top amp Bottom Le Welcome to Notification Emails New Orders are ers Last Users Ey Subscriber Email Addresses 2 Ge Import Email Addresses _ amp Export User Email Addresses SE S Export Subscriber Email Addresses Monthly Sales Stati
49. click on the Reset form button 6 Click Save changes button to save details about the Site Top amp Bottom 6 9 9 Edit Site Home Page This section allows you to add edit a custom content to Springboard Promocart home page To get the correct look be sure to use HTML To go to site home page follow the steps 1 Open ist the Appearance Settings page 2 Click Edit Site Home Page in the Appearance Settings page Site Home Page opens as shown in the Figure 6 45 1 ag below 2009 210 Springboard Promocart User Manual v3 6 3 Note Click Load home page center image and other images link to open Edit Default Site Images page To know more about Edit Default Site Images click here 205 3 Site Home Page Enter the following information a Home Page HTML Enter the HTML to be used for your site page headers b Home Page Settings Choose the view you would like to be used to display product items on Home Page or disable products displaying by selecting No products on Home Page from the Choose a View drop down menu You can also decide the number of product to be displayed on Home Page by default it is 10 and enter the URL with which the Home Page is linked By default it is index php p home Site Home Page Use this section to add custom content to your cart homepage To ensure the correct look and feel use HTML Note default homepage contains some control tags in the HTML Itis strongly recommended t
50. click on the Reset form button 5 Click Save changes button to update the information You will get a confirmation message that the products family has been successfully updated 2 8 3 Delete a Recommended Product Family To delete a recommended product family follow the steps 1 Open s the Recommended Products Families page 2 Click Delete Products Family icon for the recommended product family you want to remove A pop up appears asking for confirmation as shown in the Figure 2 30 1 below Microsoft Internet Explorer d x Ze S Do you really want to delete selected products Family Figure 2 30 1 Delete Confirmation 3 Confirm deletion process by clicking OK button You will get a confirmation message that the products family has been successfully removed 2009 60 Springboard Promocart User Manual v3 6 3 2 9 Gift Certificates On this page you can manage gift certificates purchased through Springboard Promocart 1 First you need to ensure you have the gift certificates Enabled by clicking on the Enable Module button as shown below Gift Certificates kg On this page you can manage gift certificates purchased through your cart Gift Certificates Settings Gift Certificates Email Gift Certificate Module Disabled Enable Module 2 Click the a to edit any certificate that has been purchased already 3 You can delete the existing certificates by clicking on
51. custom buttons to Springboard Promocart and edit button text name You can also choose the button from the 19 pre defined site buttons To edit site buttons text and images follow the steps 1 Open the Appearance Settings page 2 Click Edit Site Buttons Text and Images in the Appearance Settings page Edit Site Buttons page opens 3 Button Set Select Button Set from the Pre defined Custom Button Set drop down menu and click Use This Set button to use this button set as Shown in the Figure 6 42 1 below Note You can view the button set automatically in front of Preview as soon as you select it in Pre defined Custom Button Set drop down menu Ki Edit Site Buttons Change Images or Captions i Choose a pre defined Button set Choose Set to Use with Active Language NorthPeakt NorthPeakt Preview Use This Set Figure 6 42 1 Button Set 4 Select the language from Choose language to edit drop down menu under Current Buttons Set 5 Enter button caption in the Caption box or click Browse of the respective sections to upload the image image types are JPG GIF and PNG in Edit Site Buttons page as shown in the Figure 6 42 2 below Note You can Delete All Images at once by clicking on Delete All Images link under Current Buttons Set in the bottom of the Edit Site Buttons page A pop up appears asking for confirmation Click OK button 2009 Cart Settings 205 6 9 7 QJ Current Buttons
52. egistere e a prodi o me car defau alue YES Yes v Would you like yo El e e to create an accou e cart Ase e a e e shipping addre formation and log E ew pre rder informa default value Yes Traditional v What process would you like e ise for E A setting Traditior a e roce A se qg IPC enables the One Page Che eature default value itiona 1 Minima e e defal alue Current page v What page do you want your use be on after they have added a prod e ca default value Current Page 0 00 linima er Subtotal Amo F ar d Users default value 0 01 0 00 Minimal Order Sub A F esalers at ist Leve default EIN 0 01 0 00 linimal Order Subtotal Amount F lesale 2nd Leve default e 0 01 0 00 linima er Subtotal A F esalers a Leve efault value 0 01 Yes v oul e yol e your site te and e che default e Yes No v Waoul e mer e eature D efa alue Order completed v When do you want to update stock count default value Order Completed Figure 6 3 1 Order Cart Settings Page Save changes Reset form 4 Ifyou want to cancel or start again click on Reset form button 5 Click Save changes button to save details about Order Cart Settings You can view the confirmation message on top of the Order Cart Settings page as shown in the Figure 6 3 2 below 2009 Cart Settings 115 Site Settings Order Cart Settings D This is sensi
53. http Gate com custom folder You can do this moving the images via FTP or click here to use file manager Remember your HTML code needs to have the full path to the images a Top amp Bottom Email Templates have been successfully saved Figure 4 4 5 Saved Confirmation 4 5 Notification Emails This section is used for editing email templates in notification email type For Editing Email Template in Notification Email Type follow the steps 1 Click Notification Emails as shown in the Figure 4 5 1 below 2009 84 Springboard Promocart User Manual v3 6 3 e Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings sc 7 i WE Lal Product Update Email Wizard ie Sent Email Archive Le Welcome to a Default Email Top amp Bottom a MotiFication Emails New Orders fers Last Users Ey Subscriber Email Addresses A Ge Import Email Addresses Export User Email Addresses Monthly Sales Stal Sales Today SS Export Subscriber Email Addresses 0 00 Ga Check Bounced Email Addresses f 7 l Y mo m Figure 4 5 1 Notification Emails 2 The Notification Emails page will open as shown in the Figure 4 5 2 below Note You can also directly open the Notification Emails page by clicking on the Notification Emails link in the Admin Area Home pages Click Edit default emails Top and Bottom link on the top of the Notification Emails page
54. inventory The system will automatically decrease this value any time a user will purchase a product from your store 5 Stop sale if the number of items is less If you select the Inventory Tracking specify a value after which the system will automatically stop product sale when the number of items in inventory will be less than that value you will enter here 6 If inventory reaches allowed minimum If a product reaches the minimum specified value in the inventory select from the drop down 2009 32 Springboard Promocart User Manual v3 6 3 menu Do not display item on user site if you want to remove the product automatically from the cart or Out of Stock message if you want to display a message to a customer r Product Update ky Please note required fields are bold ky Decimal points and commas are accepted in The Product Price and Weight fields Delete this product gert S Product Info Attributes Inventory Recommended Products Promotions Quantity Discounts Secondary Images e Inventory Control Do you want inventory tracking for this item No Inventory Tracking O Track Inventory at product level O Track inventory at attribute level Track only defined combinations Track inventory at attribute level Sell only defined combinations Inventory Control on Product s Attribute Level If inventory reaches allowed minimum Display Out Of Stock
55. is a 3 step process and the data will not be stored until the final step is complete 1 Click Bulk Products Loader as shown in the Figure 2 21 1 below xs 8 amp e n Categories CH Users E Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings d Manage Products Manage Categories E Add a New Category Ke Manufacturers Bulk Product Loader E Bulk Images Loader K Thumbnail Generator of Global Attributes Recommended Products E Gift Certificates Figure 2 21 1 Bulk Products Loader Statistics Recent Orders Last Users Monthly Sales Stati lar 3 The Bulk Uploading Of Products Step 1 of 3 page will open Note You can also directly open the Bulk Uploading Of Products Step 1 of 3 page by clicking on Bulk Products Loader link in the Admin Area Home page a 2 Category Select a Category that allows selecting products category with undefined category keys The products with undefined category will be moved to this category 2009 Categories amp Products 45 gt Bulk Uploading Of Products Step 1 of 3 This section will allow you to upload product data into your shopping cart from a CSV file only Most database programs induding Excel will allow you to import or save data in this format The data must have a delimiter comma or semicolon and each line must contain data specific to the product Once uploaded Demo Cart will ask you which column repre
56. net gateway Important You will need to have an SSL Security Certificate set up to transfer credit card information securely tothe gateway 5 Enter in your Authorize net Login and Password or Transaction Key E Payment Method Setup Update Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties of Payment Method Properties Payment Method Name Authonze Net AIM 3 0 Protocol HTTPS Priority 2 v A Payment Server Settings Payment Processor ID authorizenet URL To Gateway https secure authonze net gateway transact dil Login Authentication Method Password Password Test Request TRUE e Auth Type Auth Capture e Enable Cardinal Centinel No v A Click here to setup Cardinal Centinel Module 6 If you are going to run a test transaction set Test Request to True Once testing is complete make sure you set this back to False Any of the following card numbers can be used to run test transactions Please note that these numbers do not represent real card accounts they will return a decline in live mode and an approval in test mode Any expiration dates after the current day s date can be used with these numbers 370000000000002 American Express 6011000000000012 Discover 5424000000000015 MasterCard 4007000000027 Visa 7 Set Auth Type to AUTH_CAPTURE or AUTH ONLY depending on the how you would like Authorize net
57. o v Priority 5 A Hidden No v Figure 6 25 2 Add A Realtime Shipping Method 5 Click Add method button A confirmation pop up appears as shown in the Figure 6 25 3 below which will tell that the new realtime shipping method has been successfully added Figure 6 25 3 Realtime Shipping Add Confirmation 6 Click OK button Edit a Realtime Shipping Method To edit a realtime shipping method follow the steps 1 Open 170 the Realtime Shipping Costs Calculation Settings page 2 You can edit any of the realtime shipping method information in Realtime Shipping Costs Calculation Settings page If you want to cancel or start again click on the Reset form button Click Save changes button to update the information SE 2009 Cart Settings 173 6 3 3 A confirmation pop up appears as shown in the Figure 6 26 1 below which will tell that the changes have been saved successfully icrosoft Internet Explorer x IN Changes have been successfully saved Figure 6 26 1 Saved Confirmation 5 Click OK button Delete a Realtime Shipping Method To delete a realtime shipping method follow the steps 1 Open 170 the Realtime Shipping Costs Calculation Settings page 2 Click Delete Realtime Method icon for the realtime shipping method you want to remove A pop up appears asking for confirmation as shown in the Figure 6 27 1 below Microsoft Internet Explorer x S Do you reall
58. on Edit icon to edit an existing language template Update Language page opens Note Click Return To Main Languages Admin link to return to Language page 137 3 Edit the required Language settings under Current Language 2009 Cart Settings 139 Update Language English Messages that your users see are grouped into categories corresponding to the area of your store Use this page to edit the messages corresponding to the language and category shown Hh Return To Languages Management Page Change Language Properties i Current Language English Language Name Engksh Language Code engish Is this Language Active Figure 6 17 1 Current Language 4 You can also edit the messages under Edit Messages Below L Edit Messages Below Message Category Common IS0 6885 9 1 TsO go549 1 Home Home Choose Your Currency Choose Your Currency Save changes Reset form 5 If you want to reset the form click on the Reset form button 6 Click Save changes button to update the information Figure 6 17 2 Edit Messages 2009 140 Springboard Promocart User Manual v3 6 3 6 1 14 3 3 Delete Language 6 1 15 You can use this section to delete an existing language template To know more about deleting a language template follow the steps below 1 Open 136 the Language page 2 Scroll down to Language name and click on Delete icon to delete an existing language tem
59. product ID s of the categories you are importing 6 Click Continue button to finish import process Important All Dollar Days items import into Springboard Promocart with the shipping price already set You will not need to set up any shipping methods for these products 8 4 1 Placing Orders Through Dollar Days If a customer of yours places an order that includes a Dollar Days item the cart indicate this on the Order page within the admin area Si Order Processing order 5 Order Properties Order Status Order ID D Last status change 05 04 2008 05 21 56 PM Created At 05 04 2008 05 21 56 PM EE d Set Order Status Do not change W Send notification to user when order completed Order Status Process Payment Status This order may be sent to DollarDays com but setup is not completed yet Please click here to do it now 1 Click the Send order to DollarDays com link on the order page A pop up window will an invoice from Dollar Days and the items purchased by your customer You will use this area to place an order through Dollar Days on behalf of your customer 2009 Marketing 245 Important You will need to enterin your Dollar Days account information into the Setup Dollar Days area forthis feature to work You can setthis up at Marketing gt gt Plugin s gt gt Product Import gt gt Setup Dollar Days E ExtOrder Microsoft Internet Explorer Fie Edt View Favorites To
60. s updates about your products using this feature For Product Updates Email Wizard follow the steps 1 Click Product Updates Email Wizard as shown in the Figure 4 2 1 below a 282 o d e Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Gel Product Update Email Wizard i Sent Email Archive F Default Email Top amp Bottom a Notification Emails Ey Subscriber Email Addresses A amp Import Email Addresses SS Export User Email Addresses Sales Today S Export Subscriber Email Addresses Le Welcome to New Orders ers Last Users Monthly Sales Statist 833 67 Ga Check Bounced Email Addresses Figure 4 2 1 Product Email Wizard The Product Updates Email Wizard step 1 of 4 page will open as shown in the Figure 4 2 2 75 below Note You can also directly open the Product Updates Email Wizard step 1 of 4 page by clicking on the Product Updates Email Wizard link in the Admin Area Home page 8 2 Set the Select Product Updates Date Range from the From and To drop down menu 3 Select Product Layout in the Email from the Choose the layout for the HTML email drop down menu as shown in the Figure 4 2 2 below 2009 Manage Emails 75 bag Product Update Email Wizard step 1 of 4 Select a date range for your products and dick the Generate Email button You can adjust the email on the next sten Please note To avoi
61. site content pages skins discounts colors and files C Clear Export MySQL database C See statistics O Marketing All privileges Save changes Reset form Figure 5 1 3 Administrator Privileges 4 If you want to cancel or start again click on the Reset form button 5 Click Save changes button to save details about the new administrator account You will get a confirmation message that the new administrator account has been successfully created Browse Administrators You can use this section to browse edit and delete an existing administrator account To browse administrator follow the steps 1 Click Browse Administrators as shown in the Figure 5 2 1 below XY 8 2 Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings EN Browse Administrators S Create a New Account E Update Your Profile ye J Va Welcome to Cart Figure 5 2 1 Browse Administrators The Site Administrators page will open as shown in the Figure 5 2 2 below Note You can also directly open the Site Administrators page by clicking on the Browse Administrators link in the Admin Area Home page sg You can also create a new administrator account from Site Administrators page 102 by clicking on Create a New Administrator Account link on the top of the page Your account will not be listed in Site Administrators page because you are browsing other accounts in
62. the links below Google Base 238 Data Feed 228 Sale 233 Prices 233 Dev 234 Affiliate Integration 234 Cart Plug ins 235 Sale Prices You can use this section to globally set or remove sale prices within the cart To set sale prices within the cart follow the steps 1 Click Sale Prices as shown in the Figure 8 3 1 below w 2 8 2 Categories amp Users A Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings SS Froogle Data Feed SS Shopzilla Data Feed d i Sale Prices Cart Lei Welcome to Cart iby iDevAfiliate Integration oe 5 Cart Plug ins New Orders Statistics Recent Orders Last Users Figure 8 3 1 Sale Prices Setup Sale Prices page will open as shown in the Figure 8 3 2 234 Note You can also open the Setup Sale Prices page directly by clicking on Sale Prices link in the Admin Area Home page 8 2 Under Price Update Settings click on the radio button of the Set New Sale Prices and enter the discount price You can also select from the drop down menu that the discount is in or Note You can also delete all sale prices by clicking on the radio button of the Remove All Sale Prices and then clicking Save Changes button to remove all the 2009 234 Springboard Promocart User Manual v3 6 3 sale prices A confirmation pop up appears click OK button Setup Sale Prices D Use this section to globally modify all prices within t
63. to open Top and Bottom Email Templates page To know more about this page go to Default Email Top and Bottom o section Notification Emails wv Edit default emails Top and Bottom Notification Email Type Action New user registered for Administrators New user registered for Users New order for Administrators New order for Users Password reset for Users DRDO OD SS SS SS Email to a Friend Figure 4 5 2 Notification Email Type 3 Click Edit Email Template w icon for the Notification Email Type you want to modify The Edit Email Notification page for that email type will open as shown in the Figure 4 5 3 eer below 4 Click on the respective boxes HTML and TEXT to edit the template for that email type Note Click Edit Top and Bottom Email Templates link on the top of the Edit Email Notification page to open Top and Bottom Email Templates page To 2009 Manage Emails 85 know more about this page go to Default Email Top and Bottom a section Notification New user registered for Administrators ky Please Note The cart uses specific pre defined data tags that will be automatically replaced with critical information when an email is sent For example in most notification emails the data tag will be automatically replaced with Company name defined in the site settings section You must be extremely careful when editing to prevent data from being lost If you want to chan
64. visible on the user site the customer can find all the products under that manufacturer only by selecting the manufacturer name from the drop down menu So the manufacturers will help the customers to find products more easily To Know more about creating and managing the manufacturers click on the links below Add a Manufacturer 41 Edit 42 Delete A 2 3 1 Adda Manufacturer You can use this option to add a product manufacturer To add a new product manufacturer follow the steps 1 Click Manufacturers as shown in the Figure 2 18 1 below xs S GO e Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings E Add a New Product Manage Categories E Adda New Category KS Manufacturers s Bulk Product Loader bal Bulk Images Loader K Thumbnail Generator ef Global Attributes Sy Recommended Products E op Certificates Statistics Recent Orders Last Users Monthly Sales Statistic Jollar3 Calar Thir Kdeanth Figure 2 18 1 Manufacturers The Manufacturers Settings page opens as shown in the Figure 2 18 2 42 below Note You can also open the Manufacturers Settings page directly by clicking on Manufacturers link in the Admin Area Home page 8 2 Scroll down to Add a New Manufacturer and then enter the following information a Manufacturer Name Enter the product manufacturer name 2009 42 Springboar
65. you are selling wholesale Information here can be viewed on the Add a Product page as well as appearing to wholesale buyers on the front end of the website after they are logged in Wholesale Settings Wholesale Settings Activate wholesaler discounts at don t have wholesalers v Figure 6 10 1 Wholesale Settings 4 Wholesale Global Discounts Enter the following information a How many wholesale levels do you have You can select up to 3 levels of wholesalers from the drop down menu b Discounts Level Enter the percentage discounts for wholesale levels Wholesale Global Discounts How many wholesale levels do you have 1 e Discount percentage level 1 0 00 Figure 6 10 2 Wholesale Global Discounts 5 Case Pack Inter Pack Settings Enter the following information a Allow Wholesale Case Pack Select Yes from the drop down menu to allow companies who will wholesale to apply Case Pack fields to the Add a Product Page and select No if you don t want to Wholesale Case Pack b Allow Wholesale Inter Pack Select Yes from the drop down menu to allow companies who will wholesale to apply Inter Pack fields to the Add a Product Page and select No if you don t want to Wholesale Inter Pack Case Pack Inter Pack Settings Allow wholesale case pack Yes Allow wholesale inter pack Yes ei Figure 6 10 3 Case Pack Inter Pack Settings 6 If you want to cancel or start again click on Reset form butt
66. your company However you can update your own profile 2009 102 Springboard Promocart User Manual v3 6 3 104 by clicking on Update Your Profile link on the top of the page 2 You can editho F and remove 17 existing administrator account by clicking on the respective icons EN Site Administrators S Create a New Administrator Account E Update Your Profile User Name First amp Last Name Active Last Access MN john John Yes 05 05 2008 04 33 02 PM v6 Figure 5 2 2 Site Administrators 3 Go to these links to know further about how to Edit an Existing Administrator Account 102 Delete an Existing Administrator Account 17 5 1 3 Edit an Existing Administrator Account You can use this section to edit an existing administrator account To edit an existing administrator account follow the steps 1 Open tof the Site Administrators page 2 Click Edit Account icon for an account you want to modify 3 The Site Administrator update page will open as shown in the Figure 5 3 1 103 below where you can edit the various fields Note You can also delete this account from the Site Administrator update page To delete the account click Remove this account link on top of the page 2009 Manage Admins 103 5 1 4 Ze Your Administrator Profile d Please note required fields are bold hu Leave password field blank if you don t want to change it
67. 0 00 G Bounced Email Addresses Figure 4 3 1 Sent Emails Archive 2 The Emails Archive page will open as shown in the Figure 4 3 2 below Note You can also directly open the Emails Archive page by clicking on the Sent Emails Archive link in the Admin Area Home page 8 2009 80 Springboard Promocart User Manual v3 6 3 E Emails Archive Newsletter Email Wizard Product Update Email Wizard wv Edit default emails Top and Bottom Type Subject Sent At ey Product Updates Product Updates 05 04 2008 07 51 21 PM og D Figure 4 3 2 Emails Archive Note Click Newsletter Email Wizard link on the top of the Emails Archive page to open Newsletter Email Wizard step 1 of 3 71 page Click Product Updates Email Wizard link on the top of the Emails Archive page to open Product Updates Email Wizard step 1 of 4 75 page Click Edit default emails Top and Bottom link on the top of the Emails Archive page to open Top and Bottom Email Templates page To know more about this page go to Default Email Top and Bottom a section 3 Click Preview Email icon to preview the email The Archived Email Preview page will open as shown in the Figure 4 3 3 below pa Archived Email Preview This email has ben sent at 05 05 2008 01 28 45 PM from Store Name updates site com Email subject was Product Updates Email Preview HTML Email Company Name Product Updates
68. 02 Existing Category Delete 11 Edit 11 Existing Product 23 Delete 11 Edit 11 Export ClickContinue button 93 Continue button 246 copy paste 93 Export marketing 222 Export QuickBooks button 67 Export Subscriber Email Addresses 93 Export Subscriber Email Addresses Page 93 Export Subscribers Emails 93 Export User Email Addresses 91 Export User Email Addresses Page 91 Export Users Emails 91 F Fed Ex 177 FedEx Account Number 177 FedEx Gateway Settings 177 Fed Ex Gateway Settings 177 FedEx Meter 177 FedEx Meter Number 177 Fee Handling 167 Fonts 211 Footer 7 Form 193 Forms Control 216 G Gateway 141 Generate FedEx Meter Number 177 Generate FedEx Meter Number Page 177 Generate Flat HIM URLs 126 Generate Thumbnails button 49 Getting Started Overview 7 GIF 202 Gift Card Active 121 Gift Card Message Length 121 Gift Message 121 Gift Message Page 121 Global 122 assigning 26 existing 56 Global Attributes 52 Global Ho Url 111 Global Https Url 111 Global Notification Email 111 Global Product Attributes 56 Global Product Attributes Settings 11 Global Products Attribute Overview 11 Global Server Path 111 Global Site Name 111 Global Site Settings 111 Global Site Settings Page 111 Global Support Email 111 Google 238 Google Base 238 Google Base DataFeed 238 Google Base Data Feed Export 238 Google Site Map Export 246 Google Site Maps 246 Google Sitemap 246 Google sitemaps 246
69. 126 This section is used to enter Search Engine information like Meta Keywords Auto generation of additional keywords Use of URL Transformation for Products Catalog amp Text etc Wholesale Settings 127 This section is used for Advanced Wholesales Support and allows companies who will wholesale to apply Case Pack and Inter Pack fields to the Add a Product Page Pop3 Email Settings 128 Use this section to set up POP3 email account for managing bounced and bad email addresses Country List 130 Use this section to enable countries you sell your products You can view all the enabled countries during the checkout process 2009 108 Springboard Promocart User Manual v3 6 3 6 1 1 Local Settings 132 Use this section to manage the site local settings customize the cart to specific currencies and add a new language template to Springboard Promocart Company Information In this section you can provide company contact information which will appear in customer communications on the website TO provide company contact information follow the steps 1 Click Global Cart Settings as shown in the Figure 6 1 1 below 8 d Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emiails Admins Settings Payment Methods Gel Shipping Management r j I Sa Welcome to Cart B edit Taxes Edit Discounts amp Promo Codes New Orders Statistics Re D
70. 190 Content Management Overview 212 Forms Control Custom Fields Overview 216 File Manager 220 Database amp Back up Tools 222 Global Cart Settings Overview This section allows you to select the cart setting you would like to adjust Select from the following cart settings Company Information 108 Used to enter the information about your company Global Site Settings 1117 This section is used to enter information about administration e mails Support e mails and other information about Springboard Promocart Order Cart Settings 112 Settings for how visitors use Springboard Promocart Security Settings mus This section is used to manage the following information Cookie Prefix User Session Timeout Order Timeout Account Blocking on failed payment transactions Number of hours Account is Blocked Number of time Account Access can fail before access is denied etc Bestsellers Settings ug In this section you can provide settings for your most popular products Proxy Settings 120 This area will allow you to run the cart on proxy servers Gift Message a This section allows you to enable or disable gift messaging Digital Products 122 This section allows you to enable or disable Digital Produces and set download limit for downloading digital products Printable Invoice Settings 124 This section allows you to set print invoice height and manage the company information for the printable invoice page Search Engine Settings
71. 27 Product Name 44 Product On 17 Product Page 122 Product Page Image Type 198 Product Page Settings 198 Product Promotions 34 Product Quantity 34 Product Secondary Images 39 Product shipping 167 Product Shipping Price 167 Product Update 11 Product Updates Email 74 Product Updates Email Wizard 74 Product s hide 17 Product s Image Uploading 1 7 Products Active 122 Products Are Available For Sale 44 Products Are Not Available For Sale 44 Products Availability 44 Products checkbox 241 Products displaying 209 Products Download Limit 122 Products Feeds 235 Products List 34 Products Loader 44 Products Catalog 107 Promo enable 189 make 188 Promo Code Select 190 Q Quantity Discounts 37 Quantity Discounts Overview 36 Quantity Range 37 Delete 11 Edit 11 Quick Books 67 Quick Books Page 67 Quick Overview 17 Quick Setup 162 WR Realtime Calculation 170 Realtime Processing 162 Realtime Shipping Add Confirmation 170 Realtime Shipping Costs Calculation Settings 173 Realtime Shipping Method 173 Recommended Family 33 Recommended Product View 198 Recommended Products 58 Product Families 56 Recommended Products Families 58 Delete 11 Edit 11 Recommended Products Families Overview 56 Remove Email From Archive icon email 79 Remove Selected 58 Replace Catalog With Alternative Navigation 198 2009 Index 259 Reports 230 Restore Backup 224 S Sale Prices 233 enter 11 Save clic
72. 42 Delete Manufacturers sees EES 43 4 BUIK Upilcading Of PrOGUGIS niisiis a a ai 44 5 Bulk lmages COAG r sssaaa ea a a NEE EEU 47 B lk Images USING e E 48 B ik L ader FAQ sai e a aa a a aa E a 49 6 Freres 49 7 Global Products Attribute Overview ccccccssesceecsessseeeseenseeeeseeenseeseeessseeeseenseeeseoneneeesooenss 51 Create New Global Products Attribute ccccsceseeeeeeeeeeeeseeseeeeeseneeseeseeeeeeeeeeseeseeseeeeeeeeeeenseneaeneeseeseenes 52 Assign Global Products Attribute sisesed senean a Ra ane ca vet enaa ariaa Raa aaa naasa Edea 55 Edit Existing Global Products Attribute eeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeneqaeeeaaeasdseneeeeeeeeeeeeeeenees 55 Delete Existing Global Products Attribute 0 s eceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeneeeeeeeaeanedeeneeeeeeeeeeeeenenees 56 8 Recommended Products Families Overview ccccccccccsssssseeeeseeeeeeeeeeeeeeeeeesseneeeeeeeesenennones 56 Create a NEW Product Fanii Yy ives cence need cccec acct aa EE 56 Edit a Recommended Product Family ccccccccccccncesccecescsnsesctvet set dcecensstsencentececectceesseacssensanssustecsndstiaverssssencnes 58 Delete a Recommended Product Family seseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeaeaeeaeenedseneeeeeeeeeeeeesesees 59 2009 Contents 3 9 Part Ill 1 Part IV oo Ff W N 10 Part V Part VI EIS et e 60 Users
73. 6 After Editing the HTML and Text Email click Preview Email button The Newsletter Email Wizard step 2 of 3 page will open as shown in the Figure 4 1 7 73 below Note In Newsletter Email Wizard step 2 of 3 page you can preview both the HTML and TEXT versions of your newsletter Adding a top and bottom to these emails will improve their appearance 7 To add atop and bottom click Emails Top amp Bottom in the left navigation as shown in the Figure 4 1 6 below Manage Emails t Newsletter Wizard t Product Update Wizard Sent Email Archive Emails Top amp Bottom Notification Emails Manage Ema ils t Import Emails t Export User Emails Subscriber Emails Check Bounced Emails t Admin Area Home t Update Your Profile Figure 4 1 6 Emails Top amp Bottom Note Clicking Emails Top amp Bottom in the left navigation will open the Top and Bottom Email Templates page Enter HTML and Text Email Top amp Bottom and then click Save changes button to update the information To know more about Emails Top amp Bottom go to Default Email Top and Bottom a section 2009 Manage Emails 73 8 Inthe Newsletter Email Wizard step 2 of 3 page you can also request for a Test Email by filling the Test Email Address box and then clicking on the Send test email button Fa Newsletter Email Wizard step 2 of 3 Please review both the HTML and TEXT versions of your newsletter To
74. 6 31 4 below 2009 Cart Settings 181 6 4 a Generate Fedex Meter Number FedEx Account Number Person Name Company Name Department Phone Number Fax Number Pager Number Email Address Address Line 1 Address Line 2 City State or Province Code Zip Postal Code Country Code Figure 6 31 5 Generate FedEx Meter Number Company Name Shipping Department support ste Cam Address Line 1 Alabama K United States we Save changes 10 Enter the information under Generate FedEx Meter Number and click Save changes button 11 If you want to cancel or start again click on the Reset form button Edit Taxes Setting up taxes 1 Go to Edit Taxes page under Cart Settings 2009 182 Springboard Promocart User Manual v3 6 3 Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Payment Methods Gel Shipping Management E Edit Taxes E Edit Discounts amp Promo Codes P Appearance Settings 2 D Edit Text Pages i Forms Control Custom Fields File Manager el Database amp Back up Tools f Welcome to Cart New Orders Statistics Stati AC i Iw 2 Define settings for the tax you are creating under Edit Tax Settings tab Default Tax Country and Default Tax State are used to calculate taxes on product page s before user logs in for VAT New Tax Rate
75. 6 5 Edit Discounts In this section you can create various discount ranges for all purchases The discount amount you set on Discounts page 188 are global for the cart and will be applied to all purchases Note To set the individual discounts go to Quantity Discounts ze under Product Insert page 18 and enter the specific discount on a product To edit discounts follow the steps 1 Click Edit Discounts amp Promo Codes as shown in the Figure 6 33 1 below 2009 Cart Settings 187 a QR 8 amp g Categories amp Users E Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Payment Methods Shipping Management Welcome to Cart A Edit Taxes Gi Gel E Edit Discounts amp Promo Codes H If I New Orders statistics Re SE Appearance Settings E A Edit Text Pages Forms Control Custom Fields For t Sales Today Ey File Manager 0 00 1 De Database amp Back up Tools Figure 6 33 1 Edit Discounts Discounts page opens as shown in the Figure 6 33 2 188 below Note You can also open the Discounts page directly by clicking on Edit Discounts link in the Admin Area Home page 8 2 Under Global Discounts you can select Yes from the Use Global Discounts drop down menu if you want to provide the discount globally otherwise select No 3 You cam create var
76. 9 Price Range 2 20 00 49 99 Price Range 3 20 00 DO D i Price Range 4 100 00 199 99 Price Range 5 200 00 499 99 Price Range 6 200 00 999 99 Price Range 7 Price Range amp Price Range 9 Price Range 10 Figure 6 40 3 Price Range Filters For product page settings follow the steps 1 Click Product Page Settings tab in the Catalog Settings page 2 Enter the following information as shown in the Figure 6 40 4 201 below a Choose page style Choose a style from existing page style templates b Recommended Product View Select how the product will be displayed on product page from the drop down menu c Recommended Products on Product Page Select the number of recommended products to be displayed on product page from the drop down menu d Send Email to a Friend As Select the format HTML or Text of the email if a customer wants to notify a friend about a product through email You can also disable this feature by selecting Feature Disabled from the drop down menu e Image Zooming Select Zoom Magnify or None Depending on the affect you want to give on your product images on the product page 2009 Cart Settings 201 Product Page Settings Image Settings Catalog Page Views Product Page Settings Style i Style 2 Style 3 Recommended Product View Thumbnail Three Column Recommended Products on Product Page 7 e Send Email to a Friend As HTML None r Save ch
77. Admin Area Home aed Figure 2 4 1 Add a New Product The Product Insert page opens By default the Product Insert page opens under the Product Info tab as shown in the Figure 2 4 2 18 below Note You can also directly open the Product Insert page under the Product Info tab by clicking on Add a New Product link in the Admin Area Home page a 2 Product Categories Use this section to organize your products by selecting product categories a Main primary Category Select the primary main product category from the drop down menu b Secondary Categories Select the secondary product category by clicking on it Note You can select multiple secondary categories by holding the Ctrl button on your keyboard and then clicking on the categories ZE Product Insert Please note required fields are bold ky Decimal points and commas are accepted in The Product Price and Weight fields Product Info Attributes Inventory Recommended Products Promotions Quantity Discounts Secondary Images Category s Product Will Be Listed In Main primary Category Select Category Secondary Categories None Selected Arts amp Crafts Beads amp Beading Children s Art Construction Paper Craft Kits Craft Supphes v u gt Figure 2 4 2 Product Categories 3 Product ID Name Enter the following information a Product ID All products need to have an ID associated with them for easy
78. Administrator Properties EI Basic Information amp Security First amp Last Name admin Email Address Email Type HTML enriched messages IY Receive invoice notifications L Receive out of stock messages New user registration notifications Username Password Strong password contain 8 16 characters do not indude common words or name and combine uppercase letters lowercase letters numbers and symbols Password Confirmation Inactive Account Notice Every Day ka Change Password Notification Enable e EN Your Privileges Manage product categories TC Add edit delete products bulk loaders IT Manage site users Manage orders Edit and send emails Manage site administrators Edit global site settings Manage payment shipping taxes and Manage site content pages skins discounts colors and files Clear Export MySQL database See statistics Marketing Figure 5 3 1 Site Administrator update Page 4 If you want to cancel or start again click on Reset form button 5 Click Save changes button to update the information You will get a confirmation message that the administrator account has been successfully updated Delete an Existing Administrator Account You can use this section to delete an existing administrator account To delete an existing administrator account follow the steps 1 Open 101 the Site Administrators page 2009 Springboard Promocart User Ma
79. Appearance Settings E A IS Edit Text Pages E Q Forms Control Custom Fields Stat Sales Today a File Manager 0 00 r H Gel Database amp Back up Tools Figure 6 1 1 Select Global Cart Settings 2 Global Cart Settings page will open as shown in the Figure 6 1 2 109 below Note You can also directly open the Global Cart Settings page by clicking on the Global Cart Settings link in the Admin Area Home page 8 The Global Cart Settings page allows you to select any of the cart settings such as Company Information woe Global Site Settings ur Order Cart Settings 112 Security Settings us Bestsellers Settings ug Gift Message 121 Digital Products 122 Printable Invoice Settings 12A Search Engine Settings 126 Wholesale Settings 127 Pop3 Email Settings 128 Country Ustag and Site Local Settings 132 you would like to adjust 2009 Cart Settings 109 Global Cart Settings Please select the cart setting you would like to adjust A Company Information 6 Global Site Settings A Order Cart Settings 4 Security Settings Bestsellers Settings Proxy Settings v Gift Message l el Digital Products amp Printable Invoice Settings WI Search Engine Settings 6 Wholesale Settings by POPS and SMTP Email Settings amp Country List Ae Languages amp Currencies CCS Settings Figure 6 1 2 Global Cart Settings 3 Click Company Information The Company Information page will open as shown in t
80. Attributes The Global Product Attributes page will open as shown in the Figure 2 24 2 below Note You can also directly open the Global Product Attributes page by clicking on the Global Attributes link in the Admin Area Home page 8 2 Click on the Click to Create a New Attribute link of Global Product Attributes Z Click to Create a New Attribute Attribute Name Type Visible Action Figure 2 24 2 Global Product Attributes The Global Product Attributes insert page will open 3 Select the product categories for the attribute where it will be applied Note You can select multiple product categories by holding the Ctrl button on your keyboard and then clicking on the categories 2009 Categories amp Products 53 Global Product Attributes insert d This section allows you to create an attribute that will appear every time you add a product This attribute WILL NOT be active until you select it under the Global Attribute section on the Add Product page ka Note please select the parent and children categories for attributes Use Ctrl button to select multiple categories IC Product Categories Attribute Will Be Applied To Global attribute Music and Mowes Moves Mu Books Chien Books GK Books Thriler Books Ganments Arts and Crafts Figure 2 24 3 Global Product Attributes insert 4 Global Product Attributes Settings Enter the following information a Attribute Name
81. Bulk Uploading Of Products Step 3 of 3 Bulk Images Loader Bulk Images Loader allows you to add images to products already in your Springboard Promocart Please note the file names need to be exactly the same as the Product ID to match the image with the product For example if the Product ID is my_bike the image name must be my_bike jpg or my_bike png To create Bulk Images Loader follow the steps 1 Click Bulk Images Loader as shown in the Figure 2 22 1 below a 8 A Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Manage Products Manage Categories E Add a New Category Kei Manufacturers Bulk Product Loader Ey Bulk Images Loader K Thumbnail Generator f Global Attributes 3 Recommended Products E Gift Certificates Statistics Recent Orders Last Users Monthly Sales Statisti llar Figure 2 22 1 Bulk Images Loader The Bulk Images Loader page will open as shown in the Figure 2 22 2 48 below Note You can also directly open the Bulk Images Loader page by clicking on the Bulk Images Loader link in the Admin Area Home page 8 2 Click Browse to add images in Bulk Images Loader page 2009 48 Springboard Promocart User Manual v3 6 3 Note The images can be in JPG PNG or GIF formats J Bulk Images Loader ky This section will allo
82. Cart Settings page 2 Click Digital Products The Digital Products page will open as shown in the Figure 6 7 1 123 below 3 Digital Products Enter the following information a Digital Products Active Select Yes from the drop down menu to allow digital products and make it active Selecting No will not allow digital products and make it inactive By default this is No b Digital Products Download Limit Enter how many times a user can download digital product By default this is 10 Note All the required values are in bold in the Digital Products page Site Settings Digital Products D This is sensitive information please consult your user manual before making any changes DD Please note required values are bold Digital Products Digital Products Digital Products Active Yes Digital Products Download Limit 10 Save changes Reset form Figure 6 7 1 Digital Products Page 4 If you want to cancel or start again click on Reset form button 5 Click Save changes button to save details about Digital Products You can view the confirmation message on top of the Digital Products page as Shown in the Figure 6 7 2 below 2009 124 Springboard Promocart User Manual v3 6 3 Site Settings Digital Products TD This is sensitive information please consult your user manual before making any changes kp Please note required values are bold D Settings has been successtully saved Fig
83. Days username and password to continue DollarDays com Import kp This process will guide you through importing Dollar Days products into your store Click continue below to select to the categories you would like to import Note Ti may fake up fo one minute white updater receives infonmadon required for update D Last Update 2008 05 01 17 21 34 kp To setup a cron job please use following command php var wew html cart content admin plugins dol lar_days_import cron php var wew htm1 cart Continue Figure 8 6 2 DollarDays com Import 4 Click Continue button to open DollarDays com Import Settings page as Shown in the Figure 8 6 3 below 2009 Marketing 243 DollarDays com Import ht Please select which categories you would like to import into your store Make sure you don t have a duplicate category already existing within your store as this process may overwrite existing data Also be sure to check the product ID s of the categories you are importing to insure that you will not be importing duplicates You can view an example of the products at http www wowpricing com Import all categories amp products 4 Dollar Days Categories Import Arts amp Crafts dollar_days_1 Beads amp Beading dollar_days_ 1722 Children s Art dollar_days_566 Construction Paper dollar_days_ 1723 Craft Kits dollar_days_ 1726 Craft Supplies dollar_days_ 43 Crayons amp Chalk dollar_days_ 836 Flora
84. E FH E ZS RM font familw Arial II Figure 4 2 4 HTML Email fan Edit HTML Online 7 Further you can create an eye catching HTML Email content by clicking on Edit HTML Online in HTML Email as shown in the Figure 4 2 5 below 4 f es dG By Uaxx ESES nm lt 2 ae Gala Lb Company Name Product Updates Product ID Product Name 252107 WEEN Air Freshener a e d Te 7 p Aj E Ti an f 7571 FE aveur Press Air Freshener Fath title Figure 4 2 5 Online HTML Editor 8 Text Email You can edit the Text Email content in plain text Price 1 27 Ou 1 27 1 19 0 66 0 37 he 0 30 0 89 0 97 61 19 HOo A Si IR Font family JE Font size e Click to view 2009 Manage Emails 77 i Text Email Company Name Product Updates Change dates Preview email Figure 4 2 6 Text Email Click Change dates button to change date range You will be taken back to 9 the Product Updates Email Wizard step 1 of 4 75 page 10 To preview this email click Preview email button The Product Updates Email Wizard step 3 of 4 page will open as shown in the Figure 4 2 7 78 below Note In Product Updates Email Wizard step 3 of 4 page you can review both the HTML and TEXT modes of an email It is suggested that you should review email as it will be visible for subscribers in HTML and TEXT mod
85. Enter the name for the attribute b Input Caption Type the text that will define the attribute on the Add Product Page c Default Priority used for sorting Select the default priority for the attribute from the drop down menu You can select this on a scale of 1 to 10 where 1 is given the highest priority The attribute with the highest priority will appear first d Is Attribute Active For Products Select Yes from the drop down menu to activate the attribute on the Add Product Page If No is selected the attribute will not appear on the Add Product Page By default No is selected from the drop down menu e Choose an Attribute Type Select Drop Down Box or Text Input attribute type from the drop down menu ff Global Product Attributes Settings Attribute Name Input Lapton Default Priority used For sorting Is this attribute active For products Choose an Attribute Type Drop Down Box Figure 2 24 4 Global Product Attributes Settings 5 Drop Down Box Attribute Parameters If you select Drop Down Box as Attribute Type then enter the following information 2009 54 Springboard Promocart User Manual v3 6 3 a Options list value per line Type the attributes that you want to appear for selection on the product page as drop down menu Each option should be entered in a new line of Drop Down Box Attribute Parameters Options list value per ine cL pij sl LTE HIE I
86. Graphical Representation 228 H Handling Fee 167 Handling Fee Taxable 167 Header Set 202 Hide products 1 7 Home Page 7 HotDeal 17 Hot Deal products 17 2009 256 Springboard Promocart User Manual v3 6 3 HTML Email 83 HTML enriched 11 HTTP 163 IDev Affiliate Integration 234 IDev Affiliate Password 234 IDev Affiliate Username 234 IDevAffiliate 234 IDevAffiliate application integrate 234 IDevAffiliate Installation URL 234 IDevAffiliate Integration 234 IDevAffiliate Integration Settings 234 IDevAffiliate username 234 Image settings 198 Images 202 Images Loader 47 Import 89 Import Email Addresses 89 Inter Pack 127 Inter Pack Settings 127 Inventory Control 17 Inventory Tracking product 17 Invisible 194 Invoice 167 Ska Language 136 Language Code 136 Language Confirmation Page 136 Language Name 136 Language Overview 136 Language settings 138 Languages and Currencies 132 LastName 64 Launch File Manager 220 Layout 212 Load Your Company Logo 208 Local Settings 132 Local Settings Overview 132 Local Settings Page 132 Login 96 Login Page 7 Logo Alignment 124 Logo Image 41 Manage clicking 14 Dollar Days 241 Manage Admins 99 Manage Categories 14 Manage Categories Overview 11 Manage Emails Overview 70 Manage Product Feeds 241 Manage Products 26 Manage Products Overview 17 Manage Subscriber Email Addresses 86 Manage Subscribers Email Addresses Overview 86 Manage
87. HTTPS e Itis strongly recommended to use HTTPS protocol for Credit Card and Check payments Priority 5 Priority is used to sort available payment methods in Select Payment Method drop down Box on user site Figure 6 21 1 Common Settings 4 Payment Form Title Enter the text that will help customers to identify payment method if it is selected It will appear on the Payment Form g Payment Form Title Payment Form Title This is the text that will help customers identify this payment method if it is selected It will appear on the Payment Form Figure 6 21 2 Payment Form Title 5 Message you would like to appear on the Payment Page and Thank You Page Type the message you would like to appear on the Payment and Thank You Page L Message you would like to appear on the Payment Pagee Edit HTML Online L i Message you would like to appear on Thank You Page Edit HTML Online cave changes Reset form Figure 6 21 3 Message Box for Payment and Thank You Page 2009 Cart Settings 165 6 You can also create an eye catching description by clicking Edit HTML Online in Payment and Thank You Page 7 If you want to cancel or start again click on Reset form button 8 Click Save changes button to save details about new custom payment method under Realtime Processing Payment with Credit Card in Payment Methods Quick Setup page 143 6 2 5 Update Custom Payment Method You can use this option
88. I D ICH il OCT Smallt 25 6 25 Mediuml 168 1 Large 2 X Large 16 D I Figure 2 24 5 Drop Down Box Attribute Parameters 6 Text Input Attribute Parameters If you select Text Input as Attribute Type then enter the Text Length under Text Input Attribute Parameters of Text Input Attribute Parameters Text Length 20 Figure 2 24 6 Text Input Attribute Parameters 7 Choose Update Mode Select the Just Save Attributes radio button if you want the attribute data to be saved into your database but that will not affect the product attributes On the other hand select Bulk Update radio button if you want the attribute to be updated and assigned with all products globally or in selected categories along with the attribute data off Choose Update Mode Ge Just Save Attribute attribute data will saved into your database but it will mot make any effects on product attributes C Bulk Update attribute will be updated or and assigned with all products gobaly or in selected categories Attribute data wil be updated toop Save changes Figure 2 24 7 Choose Update Mode 8 If you want to reset the form click on the Reset form button 2009 Categories amp Products 55 9 Click Save changes button to create global product attributes You will get a confirmation message that the new attribute has been successfully created 2 2 Assign Global Products Attribute
89. Methods Custom Methods Real Time Shipping Configurations dh Add A New Custom Shipping Method OH Gel Realtime Shipping Costs Calculation Settings Carrier Name Calculation Method Country State Priority Hidden BB Custom Shipping 1 Base Weight e ALL ALL 5 e No 86 Figure 6 28 1 Custom Shipping Costs Calculation Settings page 3 Click on Add A New Custom Shipping Method link in the bottom of the Custom Shipping Costs Calculation Settings page to expand it Scroll down to Add A New Custom Shipping Method in the bottom of the Custom Shipping Costs Calculation Settings page as shown in the Figure 6 28 2 175 below 4 Add A New Custom Shipping Method Enter the following information a Carrier Name Enter the carrier name b Calculation Method Select the calculation method Weight At product level Price based etc from the drop down menu c Countries Select the country from the drop down menu You can also select ALL COUNTRIES from the drop down menu d State Province Select the State Province from the drop down menu e Priority Select the Priority from the drop down menu You can select this on a scale of 1 to 10 where 1 is given the highest priority The higher the number the higher it will be listed f Hidden Select Yes from the drop down menu if you want to hide this Custom Shipping Method otherwise select No 2009 Cart Settings 175 dh Add A New Custom Shipping Method ra
90. Min Order Subtotal Level 3 Minimal Order Subtotal Amount For Wholesalers at 3rd Level default value 0 00 j Display Terms And Conditions Checkbox Would you like your customers to be agree with your site terms and conditions to continue checkout default value Yes k Enable Wish List Would you like your customers to use wish list feature default value No Inventory Stock Update At When do you want to update stock count default value Order Completed Note All the required values are in bold in the Order Cart Settings page 2009 114 Springboard Promocart User Manual v3 6 3 Site Settings Order Cart Settings ky This is sensitive information please consult your user manual before making any changes ky Please note required values are bold Order Cart Settings Order Cart Settings Visitor See Price Visitor May Add Item Allow Create Account Checkout Process Mode Min Order Number After Product Added Go To Min Order Subtotal Level 0 Min Order Subtotal Level 1 Min Order Subtotal Level 2 Min Order Subtotal Level 3 Display Terms And Conditions Checkbox Enable Wish List Inventory Stock Update At Yes v A setting e Nov price products ur site use a ging the se g price ebsite use ey are registered and logged e website efau alue YES Yes wi i A setting of yes a o Ne e e add pr e pina ca A se g a
91. P23 45678 9 m nu B ja Active Country Name 4 Priority zz ISO Alpha 2 I50 Alpha 3 ISO Number 7 Afghanistan 0 AF AFG 004 amp 7 Albania 0 AL ALB 008 8 7 Algeria 0 DZ DZA 012 06 7 American Samoa 0 AS ASM 016 amp 7 Andora 0 AD AND 020 06 7 Angola 0 AO AGO 024 06 7 Anguila 0 Al AIA 660 6 7 Antarctica 0 AQ ATA 010 amp v Antigua and Barbuda 0 AG ATG 028 amp D 7 Argentina 0 AR ARG 032 amp 7 Armenia 0 AM ARM 051 amp Vv Aruba 0 AW ABW 533 06 7 Australia 0 AU AUS 036 amp 7 Austria 0 AT AUT 040 amp 7 Azerbaijan 0 AZ AZE 031 06 7 Azores 0 AP 06 7 Bahamas 0 BS BHS 044 amp 7 Bahrain 0 EH BHR 048 06 7 Bangladesh 0 BD BGD 050 06 7 Barbados 0 BB BRB 052 amp Check All Uncheck All Figure 6 12 1 Country Listing 4 By default the only Countries to have all of their States Provinces filled out are the US and Canada If you are wanting to use another country you will need to fill out the States Provinces listing for that country by clicking on the globe on the right next to the recycle bin 5 Country Listing a State Province Name In this text field you can edit or add the name of the State or Province that correlates with the country you are editing There are no spell checks for these fields so you will need to make sure that they spelling is correct b Short Name Code In this text field can edit or add the shorthand version of the State or Province name Usually it is only two letters 6 Once you are done a
92. PS User Id admin UPS Password ecccccce UPS Pickup Type Daily Pickup default UPS Package Type Your Packaging default v UPS residential or commercial delivery Commercial X Server URL for UPS Rating Tool https www ups com ups appixml Rate Server URL for UPS Tracking Tool https www ups com ups app xml Track Figure 6 31 1 UPS Gateway Settings 4 USPS Gateway Settings Enter the following information as shown in the Figure 6 31 2 below First you will need to get an account through http www uspswebtools com registration a USPS Web Tools User ID Enter the USPS Web Tools User ID b USPS Server URL Enter the USPS Server URL OI USPS Gateway Settings Pa UNITED STATES please note to begin using USPS rates calcalutors APIs you must complete a simple registration process Click here to go to USPS site POSTAL SERVICE USPS Web Tools User ID Server URL for USPS Rating Tool Server URL for USPS Tracking Tool Server URL for USPS Labeling Tool Figure 6 31 2 USPS Gateway Settings 5 Canada Post Gateway Settings Insert your Merchant ID into the Canada Post Merchant ID field after going to http www canadapost ca to sign up for an account You will need to get your Server URL for Canada Post Rating tool from Canada Post Do not change the values in Server URL for Canada Post Tracking tool Canada Post Gateway Settings CANADA POSTES Please note to begin using Canada Post rates calcalutors APIs you must complete
93. Recent Orders Last Users Monthly Sales Statistics for May 2006 CUS Dollar 2 The Products List page will open as shown in the Figure 2 5 2 below Note You can also directly open the Products List page by clicking on the Manage Products link in the Admin Area Home page 8 You can also add a new product from the Products List page To add a new product click Add a New Product link on top of the page 2009 24 Springboard Promocart User Manual v3 6 3 a Please enter in your search criteria You need to enter atleast one search criteria for search to be effective Search Products gt gt gt gt 6 6 6 6 amp e e Product ID Category Any Sort by Product name n Figure 2 5 2 Products List Product Name Status Any Reset Search 3 To search for a particular product type the Product ID or Product Name in the Products List page You can also search for products by selecting a particular product Category Status or Sort by from the drop down menu 4 After entering the search criteria in the Products List page click Search products button 5 The Search Results page opens as shown in the Figure 2 5 3 below Product Search Results Product ID Product Name 335424 323305 313411 329894 315356 313814 331624 291878 301276 339036 85943 324630 323306 52 Most Dangerous Liberals Deck of Playing Cards A Basic G
94. S 8 EEGENEN 1 EE mmpleie a simple registration process Click here to go to Canada Post site POST CANADA Canada Post Merchant ID CPRC_DEMO_XML Server URL for Canada Post Rating Tool http 206 191 4 2238 30000 Server URL for Canada Post Tracking Tool httes em canadapost ca ema basicPin do Show delivery date with method name No e Total Amount for Insurance Calculation No Turn Around Time hours o 2009 180 Springboard Promocart User Manual v3 6 3 Figure 6 31 3 Canada Post gateway Settings 6 FedEx Gateway Settings Enter the following information as shown in the Figure 6 31 3 below a FedEx Account Number Enter the FedEx Account Number b FedEx Meter Enter the FedEx Meter FedEx Gateway Settings Masco pate TmT Dern om To a B Le L LKA Foal m i FedEx Account Number iT m U TD il t T TD TD U TD mM egistration process Click here to go to FedEx site io SI FedEx Meter Display FedEx Shipping Rates with VAT Yes e Save changes Reset form Figure 6 31 4 FedEx Gateway Settings 7 If you want to cancel or start again click on the Reset form button 8 Click Save changes button to save details Note You can also generate FedEx Meter Number by clicking on icon or Generate FedEx Meter Number link 9 Generate FedEx Meter Number Click 0 icon or Generate FedEx Meter Number link to open the Generate FedEx Meter Number Page as shown in the Figure
95. S to get rates To generate this key login to your UPS account and generate a Developer Key by going to the following location https www ups com e_comm_access laServ CURRENT_PAGE INTRO amp OPTION ACCESS_LICENSE amp loc en_US c Once that is complete you will have the ability to generate a XML access key Once you have that key copy and paste that information into the UPS area of the cart along with the username and password to your account The following URLs exist for connecting the cart to UPS https www ups com ups a xml Rate https www ups com ups a xml Track UPS Rate Chart Select from the UPS Rate Chart drop down menu which rate chart Regular Daily Pickup On Call Air etc applies to the shipment By default this is Regular Daily Pickup Regular Daily Pickup rates are the lowest published rates and apply to the majority of UPS shipments UPS Container UPS Container drop down menu allows you to specify the shipping container type Your Packaging UPDS Tube etc It is a global setting and will be applied to all products in Springboard Promocart By default this is Your Packaging UPS residential or commercial delivery Select from the drop down menu it is a residential or commercial delivery Note Unless you have very specific shipping requirements you should be using the default methods 2009 Cart Settings 179 UPS Gateway Settings UPS XML Access Key Validate the account U
96. Springboard Promocart and activate PayPal Pro 6 Use the HTTPS protocol 7 Enter in your API Username and API Password into the cart Your Paypal Username and Password will not work 8 Upload your certificate to the server by clicking on the browse button under the Payment Server Settings 2009 Cart Settings 153 6 2 1 6 E Payment Method Setup PayPal Pro Update Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties of Payment Method Properties Payment Method Name Protocol Priority A Payment Server Settings Payment Processor ID URL To Gateway Certificate File Username Password Code Payment Action PayPal Pro Current Certificate content engine payment paypal certificate pem File Size 1827 bytes File change time May 1 2008 10 23 am Click save and you re done PLEASE NOTE You will need to have your SSL Security Certificate set up in the cart for PayPal Pro to work Setting UpPayPal com 1 To use the Paypal com gateway you will need to have an account with Paypal com 2 Once that account is set up login to your admin area and go to Cart Settings gt gt Payment Methods and activate the PayPal com gateway 2009 154 Springboard Promocart User Manual v3 6 3 6 2 1 7 E Payment Method Setup PayPal com Update ky Please us
97. Subscribers Emails 86 Manufacturer ID 41 Manufacturer Name 41 Manufacturers 41 Manufacturers Settings 43 Marketing 234 Meta Description 126 Meta Keywords 107 N Name 74 Bestsellers 118 New Account 99 New Administrator Account 101 New Attribute 52 Add 11 New Box 194 New Category 14 Add 11 New Currency 133 New Custom 163 New Custom Field 216 New Custom Shipping Method 174 New File 220 New File Into This Folder upload 220 2009 Index 257 New Global 52 Order Timeout 115 New Language Template 136 Order Cart Settings 112 New Manufacturer 41 Order Cart Settings Page 112 New Method 163 Orders Overview 64 New Page 212 Origin New Product 33 shipping 167 Add 11 New Product Family 56 E P Create 11 New Promo Code 188 Page Bottom HTML 208 New Quantity Range 36 Page HTML 212 Add 11 Page Title 212 New Rates Range 176 Page Top 208 New realtime 170 Page Top HIML 208 New Realtime Shipping Method 170 Pages Number 198 New Secondary Image 38 Password 237 Upload 11 Password Confirmation 99 New Template 191 Payment 162 News 136 Payment Form 163 Newsletter Email 70 Payment Form Title 163 Newsletter email sending 70 Payment Method Name 163 Newsletter Email Wizard 70 Payment Method Page 165 Newsletters Subscribers 86 Payment Method Setup 163 Notification Email Type 83 Payment Methods 162 Notification Emails 83 Payment Page 163 O Payment Selection 163 Payment Server Settings 162 PayPal Expre
98. The Country Listing page will open 3 Here you select what countries you want to appear within the cart a Active Use the check box to determine wether or not you want the country enabled disabled b Country Name Use the text field to edit or input the country name i e Poland Mexico New Zealand e Priority Use the text field to edit the priority of the country You would use this feature if you wanted certain countries to appear before others in your drop down menus d ISO Alpha 2 and 3 When editing or adding a new country to your 2009 Cart Settings 131 list you need to make sure research what these are ahead of time as they need to be correctly filled out If they are not shipping gateways will not be able to recognize the country properly and give you inaccurate rates if any at all Country Listing This page is for enabling disabling countries within your cart Only the countries enabled will appear within your checkout process Use Priority to control what order they appear to your customers highest number listed first ISO numbers are used by real time shipping providers and most gateway companies If you are adding editing a country make sure the ISO numbers are correct to insure proper functionality New Country Add New Country OH GJ Country Listing Browse aiphabetially TAD ER E E EN EA ee ER ee HE EN E 9 ee ee E Va a E ee ee EEN e Check Alll Uncheck All Browsebypage
99. This is the area where you would fill in your SMTP server settings if you selected the SMTP option as shown in figure 6 11 2 a Security Settings If your server uses SSL or TLS encryption please select that option here b SMTP Server Name Enter the name of the SMTP Server C SMTP Server Port Enter the SMTP Server Port d SMTP Server Username Enter your SMTP Server Username e Server Password Enter your SMTP Server Password 2009 130 Springboard Promocart User Manual v3 6 3 SMTP Server Settings security Settings None K SMTP Server Name smtp server SMTP Server Port 465 SMTP Server Username username server SMTP Server Password password Figure 6 11 3 SMTP Server Settings 6 Undeliverable email settings Enter the number of fault delivery attempts after which it will be decided that it is a dead email Note Dead email means that the email address does not exist Undeliverable Email Settings How many attempts on email delivery cave changes Reset form Figure 6 11 4 Undeliverable email settings K If you want to cancel or start again click on the Reset form button 8 Click Save changes button to save these settings 6 1 13 Country List Use this section to enable countries you sell your products You can view all the enabled countries during the checkout process To go to Country Listing page follow the steps 1 Open 108 the Global Cart Settings page 2 Click Country List
100. a confirmation message that the administrator account has been successfully removed Manage Product s Overview You can use this section to manage the various functions related to management of products The following things can be done with regards to a product Add a New Product 171 Edit 23 Product Attributes Overview 261 Add a Product Attribute 26 Edit 27 Delete 29 Recommend Family for a Product a Product Promotions 34 Quantity Discounts Overview ae Add a New Quantity Range a Edit 37 Delete 37 Secondary Images Overview 38 Add Secondary Image s 38 Edit 39 Delete 39 Add a New Product To Add a New Product follow the steps 1 Click Add a New Product as shown in the Figure 2 4 1 below 2009 18 Springboard Promocart User Manual v3 6 3 WS A 8 G amp G d SG Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings ITAN ya d Manage Products Demo Cart Ver 3 6 0 Add a New Product GE ee Manage Categories eee EB Add a New Category Admin Area Le Manufacturers i l Statistics Recent Orders Last Users Browse Categories Bulk Product Loader t Browse Products Lal Bulk Images Loader l Browse Orders KA Thumbnail Generator DE Statistics for Nan Browse Users of Global Attributes Recommended Products Gift Certificates i t
101. addresses of subscribers 4 6 2 Edit Subscribers Email Addresses To edit the email address of the subscribers follow the steps 1 Open se the Email addresses of subscribers page 2 Click on the Edit email icon for the subscriber you want to view or edit email information The Edit Subscriber s Email select page will open as shown in the Figure 4 7 1 2009 88 Springboard Promocart User Manual v3 6 3 88 below Note You can remove the email address of the subscribers by clicking on Remove this e mail from subscribers list link A confirmation box pops up as shown in the Figure 4 8 1 89 Click OK button to confirm deletion You can also click on Browse Subscriber Emails link to return back to Manage Subscriber Email Addresses page e 3 Basic Information Enter the following information a Subscriber Email Address You can modify the subscriber email address b Subscribe to newsletter mail list Select Yes from the drop down menu to subscribe to newsletter mail list Selecting No will unsubscribe you from the newsletter mail list c Subscribe to products updates mail list Select Yes from the drop down menu to subscribe to the product updates mail list Selecting No will unsubscribe you from the products updates mail list a G Es El Edit Subscriber s Email select Remove this e mail from subscribers list di Browse Subscriber Emails Basic Information Subscriber Email Address
102. age Set drop down menu and click Use This Set button to use this image set as shown in the Figure 6 43 1 207 below Note You can view the image set automatically in front of Preview as soon as you select it in Pre defined Image Set drop down menu 4 Select the language from Choose language to edit drop down menu under Current Images Set 5 Enter images caption in the Caption box or click Browse of the respective sections to upload the image image types are JPG GIF and PNG in Edit Default Site Images page as shown in the Figure 6 43 1 am below Note Under Current Images Set click Delete This Image link for the image that you want to remove from Springboard Promocart A pop up appears asking for confirmation Click OK button 2009 Cart Settings 207 Ki Edit Default Site Images Change Images or Captions CH Choose a pre defined Image set Choose Set to Use with Active Language Preview Current Images Set Description Appears on catalog pages in text view Print version of product page Cart Image in top bar Gift Certificate image Figure 6 43 1 Edit Default Site Image Page default Use This Set Caption Image Alt Text Engish Click to View There no mage vet Use defauit mage E Current image 16x15 pixels 0 88kb file size Delete This Image Cart l Current image 27x26 pixels 0 32kb fil
103. agement Eer Cart Settings Shipping Management page will open under Shipping Settings tab Note You can also open the Shipping Management page directly under Shipping Settings tab by clicking on Shipping Management link in the Admin Area Home page 8 2 Enable Disable Shipping Calculation Enter the following information a Enable Shipping Select Yes from the drop down menu to enable shipping charges and No to disable shipping charges completely By 2009 168 Springboard Promocart User Manual v3 6 3 default it is Yes Display Shipping Prices Select Yes from the drop down menu to display shipping prices on shipping methods page Selecting No won t display any information By default it is Yes Allow International Shipping Select Yes from the drop down menu to allow international shipping If Yes is selected Cart will display Shipping methods for all available countries If No is selected shipping is available only for country selected in Shipping Origin Settings 169 By default it is No Allow Shipping If No Available Methods Select Yes from the drop down menu to continue checkout and you will charge shipping costs in the future and if No is selected error message will be displayed By default it is No Display Shipping Weight Select Yes from the drop down menu to display product weight on product and catalog page Selecting No won t display any information By default it is Yes Display Produ
104. ailable payment methods in Select Payment Method drop down Box on user site t Changing this URL may disable your gateway You should never need to change this information unless you have been notified to do so by your gateway company Google Checkout Merchant ID Google Checkout Merchant Key Test v Select Test mode to use sandbox account Sale a Auth Only stands for Authorization Only and means obtaining an authorization for a certain amount on a customer s credit card without actually charging the card Shipping Price for Google Checkout Orders when Google can t connect to a cart server The setting indicates whether the customer must enter a phone number to complete an order will the button be placed on a white background or a colored background Small 180x43 What size button would you like I Si amp This parameter identifies a locale associated with the transaction This URL allows the buyer to continue shopping after confirming an order https domainname com content engine payment google checkout php This is to be entered in the API callback URL area of Google Replace domainname com with the actual domain name of your site Credit Card Payment with Google Checkout This is the text that will help customers identify this payment method if it is selected It will appear on the Payment Form Message you would like to appear on the Payment Pagee Edit HTML Online lt u gt Please
105. alog Cart amp Project information pages otherwise select No c Boxes width pixels Enter the box width in pixels d Boxes Header Text Align Select the box header text alignment Center Left or Right from the drop down menu e Category Menu Select Right or Left from the drop down menu wherever you want Category Menu box to be displayed and also select the Priority from the drop down menu You can select this on a scale of 1 to 10 where 1 is given the highest priority f My Cart Select Right or Left from the drop down menu wherever 2009 196 Springboard Promocart User Manual v3 6 3 you want My Cart box to be displayed and also select the Priority from the drop down menu You can select this on a scale of 1 to 10 where 1 is given the highest priority g Best Sellers Select Right or Left from the drop down menu wherever you want Best Sellers box to be displayed and also select the Priority from the drop down menu You can select this on a scale of 1 to 10 where 1 is given the highest priority h Search Select Right or Left from the drop down menu wherever you want Search box to be displayed and also select the Priority from the drop down menu You can select this on a scale of 1 to 10 where 1 is given the highest priority i Subscribe Select Right or Left from the drop down menu wherever you want Subscribe box to be displayed and also select the Priority from the drop down menu You can sel
106. anges Reset form Image Zooming Figure 6 40 4 Product Settings Page 3 If you want to cancel or start again click on the Reset form button 4 Click Save changes button to save the product page settings For Image settings follow the steps 1 Click Image Settings tab in the Catalog Settings page 2 Enter the following information as shown in the Figure 6 40 5 am below a Thumbnail image size Set Catalog image thumbnail size in pixels It is recommended to have the image size between 50 and 120 pixels b Thumbnail Image Type Select the Products image thumbnail type from the drop down menu c Image on product page size Set the Products image thumbnail size in pixels It is recommended to have the image size between 200 and 400 pixels d Image on Product Page Image Type Select the image type on Product page from the drop down menu Note If you make a change to image sizes you will need to regenerate thumbnails using the Thumbnail Generator 49 Catalog Page Views Product Page Settings Image Settings Ki Images Settings Thumbnail Image Size 75 Thumbnail Image Type Proportionate v Image on Product Page Size 200 Product Page Image Type Proportonate e If you make a change to image sizes you will need to regenerate thumbnails using the Thumbnail Generator Please click button Generate Thumbnails below to regenerate thumbnail images with new settings Save changes Figure 6 40 4 Image Setting
107. asses 8 Final step is Edit Tax Rates Click on Add a New Tax Rate link to add a tax rate to a zone Choose appropriate zone and class for the rate Edit Tax Settings EditTax Zones EditTax Classes Edit Tax Rates Taxes Rates kp This page allows to manage taxes rates Please note Rates at the same priority are added others are compounded d s Add a New Tax Rate Figure 6 32 5 Advanced Taxes Tax Rates 9 If tax is applicable for all site users then select all check boxes under Apply to section 10 Apply to section allows you to define different tax for different type of users or eliminate any kind of user from tax rule 2009 186 Springboard Promocart User Manual v3 6 3 Edit Tax Settings Edit Tax Zones Edit Tax Classes Edit Tax Rates Taxes Rates Taxes Rate Data hu Back to tax rate list Tax Zone Tax Class Rate Priority Tax Rate Apply to Tax Rate Description state General L 1 we Rates at the same priority are added others are compounded 0 00 ES VI Simple Users S Wholesalers Level 1 ES Wholesalers Level 3 ES Wholesalers Level 3 Save changes Reset form Figure 6 32 6 Advanced Taxes Tax Rate Setup 11 After you complete this page you should now have a working tax scheme setup Note for any countries other than the US and Canada you will have to populate your own countries list
108. atalog Best Sellers Count Select the number of Bestsellers from the drop down menu that are to be displayed in Bestsellers box By default the number is 7 c Catalog Best Sellers Period This contains a listing of Bestsellers based on their sales value To display names of Bestsellers listed for a period say for example 3 or 6 months or more select the months or year from the drop down menu By default this is 2 months Note All the required values are in bold in the Bestsellers Settings page 2009 Cart Settings 119 CH Site Settings Bestsellers Settings a This is sensitive information please consult your user manual before making any changes d i Please note required values are bold Bestsellers Settings Bestsellers Settings Catalog Best Sellers Available Yes e Do you want the Best Sellers Box to be displayed default value YES Catalog Best Sellers View Thumb Please choose view default value thumb Catalog Best Sellers Count 7 e Number of Best Sellers to be displayed in Best Sellers box default value 7 Catalog Best Sellers Period 2 months Best Seller Period default value 2 Months Customer Also Bought Available Yes Display Products Other Customer Bought Box on Cart Page default value NO Customer Also Bought Count 6 How many Products Other Customer Bought you would like to display default value 6 Customer Also Bought View Thumb Please choose view d
109. ate a New Product Family follow the steps 1 Click Recommended Products as shown in the Figure 2 28 1 below 2009 Categories amp Products 57 a 8 ff n Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Manage Products Z Add a New Product Manage Categories E Add a New Category Ke Manufacturers Bulk Product Loader E Bulk Images Loader Ka Thumbnail Generator of Global Attributes Recommended Products E Gift Certificates Statstcs Recent Orders Last Users Monthly Sales Statis llar Figure 2 28 1 Recommended Products The Recommended Products Family page will open as shown in the Figure 2 28 2 below Note You can also directly open the Recommended Products Families page by clicking on the Recommended Products link in the Admin Area Home page a You can also edit and delete a product family from the Recommended Products Families page To know more about editing sa and deleting a a product family click on each of the links Recommended Products Families ky Use this section to set up Product Families for Recommended Products Once a Product Family is set up you can add a family to a product on the Add Edit Product Page d Create a New Product Family Recommended Product Family baby_stuff Figure 2 28 2 Recommended Products Families 2 Click on the Create a New Product Family link T
110. ation pop up appears as shown in the Figure 6 24 6 below which will tell that the shipping settings have been saved successfully 2009 170 Springboard Promocart User Manual v3 6 3 6 3 1 Microsoft Internet Explorer Ru Shipping Settings have been successfully saved me Figure 6 24 6 Save Confirmation 8 Click OK button You can also add 174 edit 176 amp delete 177 a custom shipping method add 170 edit 172 amp delete 173 a realtime shipping method and edit Fed Ex UPS and USPS Realtime Configuration 17 in the Shipping Management page es To know in detail about the following sections click on respective links below Add a Realtime Shipping Method 170 Edit os Delete 173 Add a Custom Shipping Method 174 Edit 176 Delete 177 FedEx UPS and USPS Configuration 177 Add a Realtime Shipping Method To add a realtime shipping method follow the steps 1 Opener the Shipping Management page Note By default the Shipping Management page opens under Shipping Settings tab 2 Inthe Shipping Management page click on Realtime Calculation tab The Realtime Shipping Costs Calculation Settings page opens as shown in the Figure 6 25 1 below Note You can also edit and delete the realtime shipping method from the Realtime Shipping Costs Calculation Settings page To know more about editing 172 and deleting 173 realtime shipping method click on eac
111. board Promocart User Manual v3 6 3 6 1 14 2 3 Delete Currency 6 1 14 3 You can use this section to delete the existing or custom currency of Springboard Promocart To delete an existing or custom currency of Springboard Promocart follow the steps 1 Scroll down to Currencies in Use 134 in Currency page 134 2 Click Delete icon for a currency you want to remove A pop up appears asking for confirmation as shown in the Figure 6 15 1 below Microsoft Internet Explorer x Z Do you really want to delete this currency eng Figure 6 15 1 Delete Confirmation 3 Click OK button to remove it Language Overview Use this section to select the language template you want to use on your site You can add and manage edit and delete the language template To know more about language template click on the links below Add a Language 136 Edit 138 Delete 140 6 1 14 3 1 Add a Language You can use this section to add a language template To add a language template follow the steps 1 Open 132 the Site Local Settings page 2 Click on the Language tab on top of the page The Language page opens as shown in the Figure 6 16 1 below 2009 Cart Settings 137 Site Local Settings Local Settings Currency Language tie Site Language Settings Please select which language template you would like to use on your site IP you would like to create a new template
112. ce Settings page Site Color Templates page opens as shown in the Figure 6 37 3 192 below 4 To create your own new custom template for changing the site colors select the color template that closely matches the colors you want from Select a Color Template drop down menu under Choose a color template 5 Under Create a New Template select Yes from the drop down menu for Do You Want To Create A Custom Color Template 6 Enter the name of the new color template you would like to create 7 Click Save changes button to add it to the existing color templates drop down menu You will be taken to edit site colors page where you can further define the colors of your template To know more go to Edit Site Colors 193 Note You can also edit an existing template in the Site Color Templates page 192 for changing the site colors Select an existing template from Select a Color Template drop down menu under Choose a color template and then clicking Edit current template link You will be taken to edit site colors page where you can edit the colors of your existing template To know more go to Edit Site Colors 193 E Site Color Templates current Cart Default This page will allow you to change the colors of your site You have the ability to select one of our defined templates or create a custom template For information on creating a custom color template please look below E Edit Current Template current template is CartDefaui
113. click Google Checkout button lt u gt v Message you would like to appear on Thank You Page Edit HTML Online lt b gt Your Order Has Been Sent lt b gt 2009 158 Springboard Promocart User Manual v3 6 3 6 2 1 9 1 You do not need to modify the URL To Gateway or Checkout Button URL fields unless Google instructs you to do so 2 You will want to use your Google Checkout Vendor ID and Merchant Key available from the Google Checkout API link 3 Once you have input this information you will need to set the Mode to either Test or Live depending on wether or not you want to test the gateway out live right away 4 Auth Only stands for Authorization Only and means obtaining an authorization for a certain amount on a customer s account without actually charging the card and Sale means it will charge the account immediately 5 This next area you can set the shipping price for Google Checkout Orders when Google can t connect to the cart server 6 The Request Buyer Phone Number option is where you can indicate whether the customer must enter a phone number to complete an order 7 Google Checkout Button Background section is to set the google checkout button to have a white background or the same color background as the mycart box 8 Google Checkout Button Size is the option where you can pick from 3 different sizes for the google checkout button 9 The Your Location option allows y
114. con under Action to open a folder 4 Click Edit File b7 icon to edit a file and Delete File icon to delete a file After editing and deleting a file click Save changes button 5 Click Browse under Upload New File Into This Folder to upload a new file The maximum file size must not exceed 2MB Ze Upload New File Into This Folder Choose the file from your drive Browse Figure 6 52 4 Upload New File 2009 222 Springboard Promocart User Manual v3 6 3 6 If you want to cancel or start again click on the Reset form button 7 Click Upload file button to upload a new file 6 13 Database amp Back up Tools You can use this section to perform important database management tasks You can export the database records to your local computer backup the database records and restore them if required and can also clear existing database records To know more about the Database and Backup tools click on the following links below Data Export 222 Backup Restore 222 Clear Database 225 6 13 1 Backup Restore Overview You can use this section to perform backup of your database records restore them and delete an existing backup To Know more about backup restore click on the links below Create Backup 223 Restore 224 Delete 225 6 13 1 1 Data Export You can use this section to export your products orders or users To export any of the above follow the steps 1 Open the Database amp Back up Tools page 2 C
115. ct Shipping Price Select Yes from the drop down menu to display product shipping price on product page and if No is selected the shipping price won t appear on the product page You must add at least one shipping method on product level By default it is Yes Enable Shipping Quote feature Select Yes from the drop down menu to enable the shipping quote feature otherwise select No If enabled customers will be able to get a shipping quote for products within their cart before they register By default it is No Ka Enable Disable Shipping Calculation Enable Shipping Display shipping prices Allow International Shipping Yes e Yes v No v Allow orders to be completed if no shipping methods No v are available Display the shipping weight on the product catalog Yes v pages If e selected the cart Should the cart display the shipping price on the Yes v product page If vou have entere 2 Enable Shipping Quote feature No Is Shipping Taxable No X Shipping Tax Class Tax Class is not assigned e 3 Shipp Figure 6 24 2 Enable Disable Shipping Calculation ing Label In Shipping Label Text enter the Shipping Text message you would like on the Order page and in the Invoice as shown in the Figure 6 24 3 below a Shipping Label Shipping Label Text Shipping Figure 6 24 3 Shipping Label 2009 Cart Settings 169 4 Handling Fee Enter the following information a Charge P
116. d d You can set the account to test mode is you like Just be sure to set it to live for 2009 156 Springboard Promocart User Manual v3 6 3 real transactions 8 Save your changes 6 2 1 8 Setting Up Google Checkout Checkout KEN Google Checkout is a payment system that can be used in the cart to accept credit cards To register for an account click here Once you have registered you will need to activate Google Checkout in the admin area of the cart and enter in your account information 2009 Cart Settings 157 S Payment Method Setup Google Checkout Update Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties of Payment Method Properties Payment Method Name Protocol Priority BR Payment Server Settings Payment Processor ID URL To Gateway Merchant Id Merchant Key Auth Type Shipping Price On Error Request Buyer Phone Number Google Checkout Button Background Google Checkout Button Size Your Location Continue Shopping Link Callback Url Payment Form Title Payment Form Title This is the text that will help customers identify this payment method It will appear in the Payment Selection drop down box HTTPS v Itis strongly recommended to use HTTPS protocol for Credit Card and Check payments Priority is used to sort av
117. d Promocart User Manual v3 6 3 2 3 2 b Manufacturer ID Enter the product manufacturer ID c Logo Image Click Browse and navigate to the logo that you would like to upload for the product manufacturer The logo image can be in JPG PNG or GIF format Note Check the Available box for a product manufacturer to view the selected manufacturer name on the user site Otherwise let it remain unchecked to hide the product manufacturer name on the user site Le Manufacturers On this page you can manage your products manufacturers New Manufacturer Sa Add a New Manufacturer Manufacturer s Name Manufacturer s ID Logo Image Browse_ Available Manufacturer s Name Manufacturer s ID Logo Image JPG GIF or PNG Available Figure 2 18 2 Manufacturers Settings 3 Click Save Changes button and repeat Step 2 until you are done adding Manufacturers Edit a Manufacturer You can use this option to edit a manufacturer details To edit a manufacturer details follow the steps 1 Open 4 the Manufacturers Settings page with existing manufacturers as Shown in the Figure 2 19 1 2 You can modify all the parameters for an existing manufacturer 2009 Categories amp Products 43 Le Manufacturers On this page you can manage your products manufacturers New manufacturer has been added to your manufacturers list New Manufacturer SG Add a New Manufacturer Manufacturer s
118. d for searching the email address of the subscribers such as News and Updates Subscribers Newsletters Subscribers etc In addition you can also modify the subscriber s information and delete subscriber s email from the mail list To know more about managing subscribers email addresses click on the links below Search Subscribers Email Addresses ge Edit 87 Delete oe 4 6 1 Search Subscribers Email Addresses For searching the email address of the subscribers follow the steps 1 Click Manage Subscriber Email Addresses as shown in the Figure 4 6 1 x S O d Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings E Newsletter Email Wizard E Product Update Email Wizard E b Sent Email Archive L Default Email Top amp Bottom Vo Welcome to Dema a Notification Emails Ey Subscriber Email Addresses 2 amp Import Email Addresses Export User Email Addresses Sales Today S Export Subscriber Email Addresses ers Last Users New Orders Monthly Sales Stat cn nn ka Check Bounced Email Addresses 0 00 1 Figure 4 6 1 Manage Subscribers Emails The Manage Subscriber Email Addresses page will open as shown in the Figure 4 6 2 87 below Note You can also directly open the Manage Subscriber Email Addresses page by clicking on the Manage Subscriber Emails link in the Admin Area Home page 8 2 Search Subscribers Base Enter the following in
119. d server overloading issues the system will only allow 150 products to be generated D I Select Product Updates Date Range From May e 1 e 2005 To May Al e 2005 e KS Product Layout in the Email Choose the layout for the HTML email Text e Generate Email Figure 4 2 2 Product Updates Email Wizard step 1 of 4 4 Click Generate Email button The Product Updates Email Wizard step 2 of 4 page will open You may edit generated HTML and TEXT for product updates email 5 Email Properties Enter the following information a Subject Type the subject of the Email such as your company name b From Name Type the name of the Sender c From Email Type the email address of the Sender baa Product Update Email Wizard step 2 of 4 ap On this page you may edit generated HTML and TEXT for product update email To preview email and then send it to subscribers click over Preview email button If you would like to change date range dick over Change dates button E Email Properties Subject Product Updates From Name Late com From Email updates ste com Figure 4 2 3 Email Properties 6 HTML Email You can edit the HTML Email content in plain text 2009 76 Springboard Promocart User Manual v3 6 3 F HTML Email lt DOCTYPE HIML PUBLIC AW3C DTD HIML 4 0 Transitional EN gt lt head gt lt title gt Company Name lt title gt lt style gt body td p blockguote wee
120. dary Images as shown in the Figure 2 15 1 Product Info Attributes Inventory Recommended Products Promotions Quantity Discounts Secondary Images Ki Product Secondary Images Size 1024x768 pixels 269 74 Kb Visible v Priority 1 Low v Upload New Secondary Image s Secondary Image File 1 Browse_ d Is this image visible on user site Secondary Image File 2 Browse_ d Is this image visible on user site Secondary Image File 3 Browse_ d Is this image visible on user site 44 Edit previous product Edit next product gt gt Figure 2 15 1 Product Secondary Images 4 Under Product Secondary Images uncheck the Is this tmage visible on user site box if you want to hide the image on the user site Otherwise let it remain checked to make the image visible on the user site By default the box is checked 5 If you want to reset the form click on the Reset form button 6 Click Save changes button to update the information 2 2 3 Delete a Secondary Image You can use this option to delete the secondary image for a product To delete a secondary image for a product follow the steps 1 Open the Product Insert 1 or Product Update a page 2009 40 Springboard Promocart User Manual v3 6 3 2 2 8 2 Inthe Product Insert 18 or Product Update 2x page click Secondary Images tab 3 Under Product Secondary Images click on t
121. dding or editing the States Provinces for the country you selected hit save changes at the bottom 7 Once you are done adding or editing your countries list hit save 2009 132 Springboard Promocart User Manual v3 6 3 6 1 14 6 1 14 1 changes at the bottom Languages amp Currencies Settings Overview This section allows you to manage the Languages and Currencies customize the cart to specific currencies and add a new language template to Springboard PromocartCart as well as manage edit and delete those language templates To know in detail about the following sections click on respective links below Local Settings 132 Currency 133 Language 136 Local Settings You can use this section to manage the site local settings To go to Languages and Currencies page follow the steps 1 Open 108 the Global Cart Settings page 2 Click Languages amp Currencies The Site Languages amp Currencies page will open under the Local Settings tab as shown in the Figure 6 13 1 133 below Note By default the Languages amp Currencies page opens under the Local Settings tab as shown in the Figure 6 13 1 18 below 3 Local Settings Enter the following information a Local Date Time Format Enter the format to be used on your web site to display date and time By default this is m d Y r b Weight Unit Select the measurement unit for weight from the drop down menu generally ship
122. ddresses will be added to the subscribers list For importing email addresses follow the steps 1 Click Import Email Addresses as shown in the Figure 4 9 1 below 2009 90 Springboard Promocart User Manual v3 6 3 Manage Manage Emails Admins Gel Newsletter Email Wizard Gel Product Update Email Wizard SG Sent Email Archive a Default Email Top amp Bottom a Notification Emails E Subscriber Email Addresses A amp Import Email Addresses amp Export User Email Addresses Users amp Orders Categories amp Products Le Welcome to New Orders Oo e Cart Reports Marketing Settings ers Last Users Monthly Sales Stat Sales Today S Export Subscriber Email Addresses 0 00 Ge Check Bounced Email Addresses Figure 4 9 1 Import Email Addresses The Import Email Addresses page will open as shown in the Figure 4 9 2 91 below Note You can also directly open the Import Email Addresses page by clicking on the Import Emails link in the Admin Area Home page 8 2 Under Import Email Addresses select from the drop down menu the format in which you would like to import the email addresses There are three types of email list formats e Email address per line e Comma separated emails e Semicolon separated emails 3 Enter or copy the email addresses under Paste Email Addresses Here 2009 Manage Emails 91 Import Email Addresse
123. de 3 If you want to cancel or start again click on the Reset form button 4 Click Save changes button to add a promo code 6 7 Enable Promo Codes After creating a promo code you can enable that promo code To enable promo codes follow the steps 1 Open iss the Discounts page 2 Inthe Discounts page scroll down to Promo Codes as shown in the Figure 6 35 1 189 below 3 Under Promo Codes select Yes from the drop down menu if you want to enable promo codes otherwise select No Y Promo Codes Do you want to enable promo codes No e Campaign Name Date Ranges Promo Code Discount Subtotal Action di Tom 05 01 2008 05 31 2008 TOM 1 00 1 00 D Save changes 2009 190 Springboard Promocart User Manual v3 6 3 6 8 6 9 Figure 6 35 1 Promo Codes 4 If you want to cancel or start again click on the Reset form button 5 Click Save changes button to enable the promo code Delete Promo Codes To delete promo codes follow the steps 1 Open 186 the Discounts page 2 Inthe Discounts page scroll down to Promo Codes 3 Select the Promo Codes you want to delete by checking the box and click Delete icon A pop up appears asking for confirmation as shown in the Figure 6 36 1 below Microsoft Internet Explorer Ka K Do you really want to delete selectd promo code en Figure 6 36 1 Delete Confirmation 4 Confirm deletion process by clicking OK button Appearanc
124. dick Add a New Language Template below If you would like to edit or change text in an existing template dick the edit icon be Add a New Language Template Default Language Name Enabled CH English Yes F save changes Reset form Figure 6 16 1 Language page Note You can set a language as an active language by clicking on the radio button and then clicking on the Save changes button 3 Click Add a New Language Template link under Language Settings to open Add Create Language page as shown in the Figure 6 16 2 below Add Create Language ky This area is for adding a new language template If you have a template file compatable with this cart you can choose to upload it here Otherwise once you have named the template you will be returned to the main language template page where you can choose Edit to enter in the template Return To Languages Management Page Set New Language Properties GA Add New Language Language Name Language Code Is this Language Active E Use existings language as a base eee Sis hd BEEN Please select the Base Language for the template The Base Language will be the language that will appear initally You can edit the Base Language once the template is created Uploading language files is a quick and easy way to make global changes to an existing Language Template The uploaded file must be compatiable with this cart for it to work correctly Save changes Reset form
125. drop down menu if you want to enable iDevAffiliate otherwise select No iDevAffiliate Installation URL Enter the iDevAffiliate Installation URL iDev Affiliate Username Enter the iDevAffiliate username iDev Affiliate Password Enter the iDevAffiliate password Affiliate Link Text Enter the Affiliate Link Text Dey iDev Affiliate Integration This page allows you to integrate iDevAffliate Application Click Login button below to go to iDevAffliate admin area For information regarding iDevAffiliate please dick here iDev Affiliate Setup ac Affiliate Integration Settings Do you want to enable iDevAfiliate No e iDevAffiliate Installation URL Dev Affiliate Username Dev Affliate Password Affiliate Link Text Afhiate Program save changes Figure 8 4 2 Affiliate App Integration Settings 3 Click Save changes button to save details about the iDevAffiliate Integration Settings Cart Plug ins This area allows you to manage Cart Plug ins like Product Feeds Miscellaneous Plugins and Data Export This allows you to simplify the integration process by providing a quick and fast way to import and export product related data To manage 2009 236 Springboard Promocart User Manual v3 6 3 8 3 1 Cart Plug ins area follow the steps below 1 Click Cart Plug ins as shown in the Figure 8 5 1 below w a S O d Categories amp Users amp Manage Manage Cart Reports Marketing P
126. drop down menu the subscriber s list and the format in which you would like to export the emails list There are four types of email list formats Show as namel lt emaill gt name2 lt email2 gt Comma separated emails Semicolon separated emails Email address per line 2009 Manage Emails 93 Export User Email Adresses ku Choose the email list you want to export and then copy the email address from the text box below and past it into the application of your choice Please choose subscribers list Both Product Update and Newsletters Subsonbers Please choose export format Show as name1 semall gt name vemsgdiz e Ey Emails Julie Smith lt jsmith obeyvahoo com gt Sam Spade lt samspade spade org Figure 4 10 2 Export User Email Addresses Page 3 Click Continue button to export the user email addresses You can then copy paste the exported user email addresses from the Emails text area in application you need 4 9 Export Subscriber Email Addresses You can use this section to export subscriber email addresses For exporting subscriber email addresses follow the steps 1 Click Export Subscriber Email Addresses as shown in the Figure 4 11 1 below 2009 94 Springboard Promocart User Manual v3 6 3 a 8 Categories amp Users amp Manage Manage Products Orders Emails Admins Gel Newsletter Email Wizard Gel Product Update Email Wizard
127. e Priority used for sorting a Figure 2 1 3 Category Properties 4 Category Description Type a description for the category as shown in the Figure 2 1 4 below ke Category Description Top of Page Edit HTML online kW Category Description Bottom of Page Edit HTML online Figure 2 1 4 Category Description 5 You can also create an eye catching description by clicking Edit HTML Online in Category Description as shown in Figure 2 1 5 below This field allows you to enter HTML enriched category description 2009 14 Springboard Promocart User Manual v3 6 3 L Category Description Top of Page Edit HTML online dW amp B 7 u x x nm 2 A ES ao e II Font Family 3 12 pt hi Enter category description here with HTML Lad Path font strong fort Figure 2 1 5 Online HTML Editor D a Au F IS BR ON2 A B 6 Category Image Click Browse and navigate to the image that you would like to upload for the category The images can be in JPG PNG and GIF format Ki Category Image Image File note accepted file types are JPG PNG and GIF Figure 2 1 6 Category Image Save changes Reset form 7 If you want to reset the form click on Reset form button 8 Click Save changes button to save the details about the category You will get a confirmation message that the new products category has been successfully created 2 1 2
128. e let it remain unchecked if it is not available By default the box is checked Mark Product as Hot Deal Check the box to mark the product as a Hot Deal Otherwise let it remain unchecked if it is not a Hot Deal Note Hot Deal products are always first on product catalog pages m Show Product On Home Page Check the box to show the product on the Home Page Otherwise let it remain unchecked to hide the product on the Home Page 2009 Categories amp Products 21 of Product Properties Item Price 0 00 Call For Price Sale Price Is this a taxable item v Select Taxes Class General e Tax Rate at Product Level Free Shipping Unit Weight Ibs 0 00 Shipping price for Product Level Inter Pack Case Pack Minimum Maximum Quantity in Order 1 D Is this product available v Mark product as a Hot Deal Show product on home page Figure 2 4 4 Properties 5 Quick Overview Click on in the extreme right of Quick Overview to expand it and then enter the overview for the product in plain text Note HTML is not allowed in Quick Overview The overview information may also appear on the Catalog pages v Quick Overview OH Figure 2 4 5 Quick Overview 6 Detailed Description Enter the detailed description for the product in plain text v Product Description Za OH This deck of fun playing cards includes 52 liberals with pictures and quotes on each card This 2006 editior F
129. e Settings Overview This section is used for appearance settings To know in detail about the following sections click on the respective links below Change Site Colors wer Edit Site Colors 193 Edit Site Layout 194 Catalog amp Product Page Settings 198 Edit Site Headers Text and Images 202 Edit Site Buttons Text and Images au Edit Default Site Images 205 Edit Site Header and Footer 208 Edit Site Home Page 209 Edit Site Fonts 211 2009 Cart Settings 191 6 9 1 Change Site Colors In this section you can change the colors of your site by modifying the existing templates or by creating a new custom template To change site colors follow the steps 1 Click Appearance Settings as shown in the Figure 6 37 1 below xe S amp d Categories amp Users amp Manage Manage Cart Reports i Products Orders Emails Admins Settings a Payment Methods Gel Shipping Management Va Welcome to Demo Cart Edit Taxes Edit Discounts amp Fromo Codes New Orders Statistics Re by Appearance Settings FC 2 le Edit Text Pages CH Forms Control Custom Fields Z File Manager el Database amp Back up Too Stat x Sales Today 0 00 m Figure 6 37 1 Appearance Settings under Cart Settings 2 Appearance Settings page will open as shown in the Figure 6 37 2 191 below Note You can also open the Appearance S
130. e caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties f Payment Method Properties Payment Method Name PayPal com Protocol HTTPS e Priority 5 e A Payment Server Settings Payment Processor ID paypalipn URL To Gateway https www paypal com cgi bin webser Business Mode LIVE v Currency Code USD e Payment Action Sale v Set the Protocol to HTTP Enter in your PayPal Account information Select your Currency Oh a A W Save your settings Important If you use the PayPal com transaction method yourcustomers will be transferred overto PayPal com to complete the transaction Oncethe transaction is complete they will be presented with a link within PayPal com thatallows them to return to Springboard Promocart Ifthe customer does not click this link the cart will not know if the funds have been successfully transferred to your Paypal account If you geta notification from PayPal com thata customer hassent you money and you don tseethe order in within the cart itmeans the customer did not click the Return to cart link and you will need to search Abandoned ordersinthecartto retrieve their order Setting Up WorldPay com 1 Go to WorldPay com and sign up 2 Once you receive an e mail confirming you are approved on their system In this e mail will be your Installation ID Username and Password Login to your WorldPay account 3
131. e following information a Visitor See Price If you leave the default option which is Yes the site users who are not logged into your system will be able to see the price of items displayed for sale If No is selected users have to be logged into the cart to view prices b Visitor May Add Item Select Yes or No from the drop down menu as to whether customers who have not logged into your system will be allowed to place items to their Springboard Promocart If you leave the default option which is Yes anyone on the site can add products to their Springboard Promocart whereas No only allows registered users to add products to the cart c Allow Express Checkout Select Yes from the drop down menu if you want to allow express checkout for users If you leave the default option which is No user has to register before purchasing d Min Order Number Enter the minimum number of order By default it remains 1 e After Product Added Go To Select the next page Current Page or Cart Page from the drop down menu that the user will view once the product is added to the cart By default the Current Page is selected f Min Order Subtotal Level O Minimal Order Subtotal Amount For Standard Users default value 0 00 g Min Order Subtotal Level 1 Minimal Order Subtotal Amount For Wholesalers at 1st Level default value 0 00 h Min Order Subtotal Level 2 Minimal Order Subtotal Amount For Wholesalers at 2nd Level default value 0 00 i
132. e product To generate thumbnail images follow the steps 1 Click on Thumbnail Generator as shown in the Figure 2 23 1 below 2009 50 Springboard Promocart User Manual v3 6 3 J Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Manage Products d Add a New Product Manage Categories Ca Add a New Category Si Manufacturers Bulk Product Loader Ey Bulk Images Loader SA Thumbnail Generator of Global Attributes Recommended Products Gift Certificates Statistics Recent Orders Last Users Monthly Sales Statistics ollar EE ee Figure 2 23 1 Thumbnail Generator The Thumbnail Generator Step 1 of 3 page will open as shown in the Figure 2 23 2 below Note You can also open the Thumbnail Generator Step 1 of 3 page directly by clicking on the Thumbnail Generator link in the Admin Area Home page 8 A Thumbnail Generator Step 1 of 3 For the thumbnail generator to work correctly the image file name must exactly match the Product ID for the cart to associate the image with the product You must also FTP your images to images products folder After the images are moved dick the Scan Folder button to start the process ky Please note The GIF file type is no longer supported by GDLib The cart uses GDLib to generate thumbnails so you must use JPEG or PNG file times GIF images wi
133. e protocol to HTTPS and have a SSL set up in Global 2009 150 Springboard Promocart User Manual v3 6 3 6 2 1 4 Site Settings 1 to use Linkpoint com Setting Up PayPal Express Checkout To enable Paypal Express Checkout scroll down to Enable Add Gateway Under Enable Add Gateway select Paypal Express Checkout 1 Upload your certificate to the server by clicking on the browse button under the Payment Server Settings 2 Your certificate should come from PayPal in the form of a pem file 3 Enter your PayPal Pro Username and Password E Payment Method Setup FastTransact com Update ky Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties f Payment Method Properties Payment Method Name Fastlransact com Protocol Priority 10 v Payment Server Settings Payment Processor ID fasttransact URL To Gateway secure fasttransact com Account Id Site Tag Allow Avs No e Allow Cvv2 Yes Note The username in the picture is not the one you want to you use you want to use the one supplied to you by PayPal 4 Decide on wether or not you want PayPal Express Checkout to be your only merchant option for customers in the Exclusive option 2009 Cart Settings 151 6 2 1 5 5 Choose wether or not you are going to make this option Live or in Test mode o
134. e size Delete This Image b i Current image 58x47 pixels 2 18kb file size Delete This Image Delete all images 2009 208 Springboard Promocart User Manual v3 6 3 Note You can Delete All Images at once by clicking on Delete All Images link under Current Images Set in the bottom of the Edit Default Site Images page A pop up appears asking for confirmation Click OK button 6 If you want to cancel or start again click on Reset form button 7 Click Save changes button to upload your images to the cart 6 9 8 Edit Site Header and Footer This section allows you upload your own custom header footer or images To get the correct look be sure to use HTML To go to site top amp bottom follow the steps 1 Open ss the Appearance Settings page 2 Click Edit Site Header and Footer in the Appearance Settings page Site Top amp Bottom page opens as shown in the Figure 6 44 1 209 below Note Click on Load Your Company Logo and other images link to open Edit Default Site Images page To know more about Edit Default Site Images click here 205 3 Site Top amp Bottom Page Enter the following information a Page Top HTML Enter your site page headers in HTML b Page Bottom HTML Enter your site page footers in HTML 2009 Cart Settings 209 en Site Top amp Bottom Use this section to add a custom top and bottom to your cart To get the c
135. e the information You will get a confirmation message that the new products family has been successfully added 2 8 2 Edita Recommended Product Family To edit a recommended product family follow the steps 1 Open se the Recommended Products Families page 2 Click Edit Products Family icon for the recommended product family you want to modify 3 The Recommended Products Family Update page opens where you can modify all the parameters under Product Family Properties Note You can also delete products within a family by selecting them and then clicking the Remove Selected link below the list of Selected Products 2009 Categories amp Products 59 E Recommended Products Family Update hu A product family gives you the ability to add recommended products to your product pages To create a new product family simply create a name and enter in the products you would like to indude within the family You will have the ability to select any product family in the Add a New Product section Products Family Properties Product Family Name Name of Product Family baby_stutt Products in This Family Enter a Product Name or ID Selected Products 10 e 3 Our auto search feature will attempt to search your product database as you are entering in the product data Remove Selected Save changes Reset form Figure 2 29 1 Recommended Products Family Update 4 If you want to reset the form
136. ect the attribute type that is Drop down or text input from the drop down menu e Options for Drop Down If you select Drop down as an Attribute Type Type the options that you want should appear for selection on the product page as drop down menu f Text Length for Text Input If you select text input as an attribute type Enter the text length Product Info Attributes Inventory Recommended Products Promotions Quantity Discounts Secondary Images f Add a New Attribute Attribute Name Attribute Caption Priority 5 v Attribute Type Drop down Options Text Length Is this Atribute Active v Track Inventory By This Attribute v Smallf 25 0 25 Medium 10 13 Large 0 2 H Large 10 003 Add Attibute s Edit next product gt gt 44 Edit previous product Figure 2 6 1 Add a New Attribute 4 Click the Add Attribute s button to add attributes under a product Note To know about assigning Global Attributes with a product click here 5 Edit a Product Attribute You can use this option to edit product attributes To edit a product attribute follow the steps 1 Open 23 the Product Update page 2009 28 Springboard Promocart User Manual v3 6 3 2 Inthe Product Update page click Attributes tab 3 Scroll down to Product Attributes as shown in the Figure 2 7 1 2 below Note You can also Assign Existing Global Attribute
137. ect this on a scale of 1 to 10 where 1 is given the highest priority j Recent Items Select Right or Left from the drop down menu wherever you want Recent Items box to be displayed and also select the Priority from the drop down menu You can select this on a scale of 1 to 10 where 1 is given the highest priority k Manufacturers Select Right or Left from the drop down menu wherever you want Manufacturers box to be displayed and also select the Priority from the drop down menu You can select this on a scale of 1 to 10 where 1 is given the highest priority Note Please click here to edit boxes headers link below Box Settings in Site Layout page to open Edit Site Headers page To know more about edit site headers click here 202 Box Settings Hide boxes on checkout pages Yes Hide right side on fixed width carts Yes e Boxes width Pixels 200 Boxes Header Text Allign Left S Display Side Priority Category Menu Left 1 Top My Cart Right 1 Top Best Sellers Right s 2 Search Right 3 Subscribe Left 5 Recent Items Right e 4 e Manufacturers Left 1 Top Please dick here to edit boxes headers Figure 6 39 3 Box Settings Custom Boxes Settings Here you can Add Edit or Delete Custom boxes 6 To Add A New Box Click Add a New Box link in Custom Boxes Settings as shown in the Figure 6 39 4 below 2009 Cart Settings 197 Custom Boxes Settings Click here to Add a New Box
138. edit a text page follow the steps Open 212 the Site Text Pages Click Edit Page icon for a text page you want to modify The Site Page update opens where you can modify all the parameters If you want to cancel or start again click on the Reset form button Click Save changes button to update the information You will get a confirmation message that the new page has been updated successfully we a ee Delete a Text Page To delete a text page follow the steps 1 Open 2iz the Site Text Pages 2 Click Delete Page icon for a text page you want to remove A pop up appears asking for confirmation as shown in the Figure 6 48 1 below Microsoft Internet Explorer x 72 Do you really want to delete selected page zen Figure 6 48 1 Delete Confirmation 3 Confirm deletion process by clicking OK button You will get a confirmation 2009 216 Springboard Promocart User Manual v3 6 3 6 11 6 11 1 message that the page has been removed successfully Forms Control Custom Fields Overview You can use this section to manage forms and custom fields In addition you can also control the standard fields like Company Name and Phone in Billing and Shipping information You can also create a custom field as well as manage the existing fields To know more about Forms Control Custom Fields section click on the links below Add Custom Field 216 Edit ag Delete as Add Custom Field Yo
139. ee EEN 108 Global Sit SetUng S sssini e a aE a aE E 111 order e GE lt CT 112 SEH HIE 115 Bestsellers Settings aise oes Ani aa secre waa ah ascetic neal a a 118 Proxy Senos orrie a a i a aa 120 Git Message aina a a a a a a satelite asuantans 121 le ECH UH 122 Printable Invoice SEUNG EE 124 Search ENGINE Seung E 126 Wholesale ne EE 127 PODS Ernie iSO ne EE 128 KG HEEN eege 130 Languages amp Currencies Settings Overview cccccceccesceseeeeeeeeeeeeeeseceeeeeeeeeseeeeeeeeeeeeeeeeeeseeeneennsenenseesennes 132 LGC all kels tine EE 132 2009 Springboard Promocart User Manual v3 6 3 EUREN OVEIVIE W enges BEE ee 133 A NOV O E Le 133 eeler 135 pelete leie EE 136 LANGUAGE OVEIVI C W sssr in A OEE A NOT Ea tin nae Er tite 136 Adda LanGQuade EE 136 Gelee Let 138 Tue Ee EE 140 COS Se Ulin CN 140 2 PAVIMent Ed e KE 141 Enable Add Gale Way soeren onan acct sic etc cee eA aN AESA AEPA AAAA a aa comes cecets ESEA AE AANE 142 setting Up 2CO Account 2CHECKOU EE 145 seting up Authorize Net AIM 3 EE 147 Seiling Up Eupen 149 Setting Up PayPal TR e EE 150 Setting Up PayPal Payments e EE 151 Eege 153 Selen EE 154 Sening Up Goodie CHECK OU EE 156 Setting up Authorize Net AlM EE 158 Setting up Authorize Net eCheckNei AA 160 Sie Di Gy Os E 161 Update Realtime Payment Method cccccccceseeeeesteeneneeeeneneeeeeeneeeeeeeeeeeeeeeeseseeeeeeeeoeoaeaeeaeasedsenseeeeeeseeeeeeeeees 162 Disable Realt
140. eege 189 6 Delete EE Ee 190 9 Appearance Settings a TEE 190 Change Site TE 191 Edit Site e CN 193 Edit Site Lay OU E 194 Catalog amp Product Page Zaepert esche ee eege 198 Edit Site Headers Text and Image S sicaiscoccscacccc cece ccrccscteavsacsncsccst eege 202 Edit Site Buttons Text and Jegen ee desse Sg 204 Edit Default Site TE 205 Edit Site HeaderapgdEootek eege 208 Edit Site Home Keier EES 209 2009 Contents 5 10 11 12 13 Part VII 1 2 Part VIII 1 2 Edit Site FONTS eicoes acts indarr esnin aiar ode eana AAEE cas Riia aa ETER ANTENE EE Eaei 211 Edit TEX PAQES aia e a a a a a OEE 212 Adda New Text Page noaa aas ERE ecules e ao a a E aaa e Aaea e 212 Edita Text Pag Erie ea eee aea Ee ere e aaaeei eaae aaie e anani 215 TER a e EE 215 Forms Control Custom Fields Overview c cccssssssssessseeeeeeeesseeeseeeseeeeseeeeeeeeseeeeeoonesennnnes 216 Add C st m ne KE 216 EIU CUSTOM Ne le BEE 218 Delete Custom Field EE 219 PIG EI e EE 220 Database amp Back Up TOOIS cnan aaaea aaa aa ican teeta aaa a aaa aay 222 Backup Restore Overview kerisiano aaa paa 222 ata EX DOME EE 222 Crede AC Ee EE 223 ROS LORS Ee EE 224 e E 9 sr serene orien Mere cee ee rer ere rare men Tre er Sree een et er terre errr te er rc rarer er eee 225 RENE 225 Charts and Reports 228 CHARS cosa hoe deea te actann sce aceac sateen svetet Gavan boxseevs se acteu ae cceas seca coun Oedeues iy eneutes lhe
141. efault value thumb cave changes Reset form Figure 6 5 1 Bestsellers Settings Page 4 If you want to cancel or start again click on the Reset form button 5 Click Save changes button to save details about Bestsellers Settings You can view the confirmation message on top of the Bestsellers Settings page as Shown in the Figure 6 5 2 below Site Settings Bestsellers Settings h This is sensitive information please consult your user manual before making any changes D Please note required values are bold D Settings has been successfully saved Figure 6 5 2 Save Confirmation 2009 120 Springboard Promocart User Manual v3 6 3 Proxy Settings Proxy Settings 1 Does your hosting provider require a proxy for CURL Do not change this option unless you know for sure your hosting company requires the proxy Set it to yes if it does 2 Please choose proxy server type Some hosting companies deviate from the standard usage of http for a proxy if yours does this is where you would change it Currently the only other option is Socks5 3 Proxy Server Address Here is where you would put the full address of the proxy server that your hosting company has given you 4 Proxy Server Port Here is where you would put the port of the proxy server that your hosting company has given you oF Does your proxy server require authentication Normally this option is set to No but is sometimes r
142. elp of this section To know in detail about the following sections click on the respective links below Add a New Text Page 212 Edit as Delete 215 Add a New Text Page You can use this section to add and manage the custom page of Springboard Promocart To add a new custom text page on Springboard Promocart follow the steps 1 Click Edit Text Pages as shown in the Figure 6 47 1 below G R 8 O Categories A Users A Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Fayment Methods Gel Shipping Management 7 Edit Taxes B Edit Discounts amp Promo Codes Se Welcome to Cart New Orders Statistics Re Za p Appearance Settings A Ki Edit Text Pages CH Forms Control Custom Fields a stati Sales Today f File Manager enon el Database amp Back up Tools 0 00 S Figure 6 47 1 Edit Text Pages 2 The Site Text Pages will open as shown in the Figure 6 47 2 below Note You can also open the Site Text Pages directly by clicking on Edit Text Pages link in the Admin Area Home page a It is recommended not to delete the four pre defined text pages Terms and Conditions About Us Contact Information and How to Enable Cookies 2009 Cart Settings 213 You can also edit and delete the text pages from the Site Text Pages To know more about editing as and deleting as a text page click on each of the links Wu Site Text
143. em AVS are set as you would like them These settings allow you to control security on your account and may help in preventing fraudulent transactions from being placed on Springboard Promocart 3 Logout of Authorize net and login to the Springboard Promocart Management area 4 Go to Cart Settings gt gt Payment Methods and activate the Authorize 3 1 net gateway Important You will need to have an SSL Security Certificate set up to transfer credit card information securely tothe gateway 5 Enter in your Authorize net Login API Login and Transaction Key 2009 148 Springboard Promocart User Manual v3 6 3 E Payment Method Setup Authorize Net AIM 3 1 Update ky Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties of Payment Method Properties Payment Method Name Authonze Net AIM 3 1 Protocol Priority 1 v A Payment Server Settings Payment Processor ID authorizenet_aim_3_1 URL To Gateway https secure authonze net gateway transact dil Login Transaction Key Test Request TRUE v Auth Type Auth Capture e Enable Cardinal Centinel No e d Click here to setup Cardinal Centinel Module 6 If you are going to run a test transaction set Test Request to True Once testing is complete make sure you set this back to False Any of the following card numbers can be used to run test transactions Plea
144. entory at attribute level Track only defined combinations O Track inventory at attribute level Sell only defined combinations Inventory Control on Product s Attribute Level If inventory reaches allowed minimum Display Out Of Stod message v Attribute test F test w Product Sub ID Number of items in inventory 10 Do not allow a sale if inventory is equal to or less 0 than Activate these settings Add New Inventory Record B Track inventory at attribute level Track only defined combinations In this method only DEFINED combinations are tracked and all undefined combinations are available for purchase If an attribute combination is not defined below a customer WILL BE allowed to purchase the product Once a defined attribute reaches 0 customers will not be able to purchase it 1 If inventory reaches allowed minimum If a product reaches the minimum specified value in the inventory select from the drop down menu Do not display item on user site if you want to remove the product automatically from the cart or Out of Stock message if you want to display a message to a customer 2 Attribute Select which attribute this inventory control is for 3 Product Sub ID Must be unique for product and different than the man product id or any other product or sub product id 4 Number of items in inventory If you select the Inventory Tracking enter the number of products you want to have in the
145. equired by your host If it is required change the value to Yes 6 Proxy server username If your proxy server does require authentication this is where you would put the username 7 Proxy server password If your proxy server does require authentication this is where you would put the password 2009 Cart Settings 121 Site Settings Proxy Settings ai This is Sensitive information please consult your user manual before making any changes al Please note required values are bold d Proxy Settings Proxy Settings ai Proxy Settings Proxy Available No Does your hosting provider require proxy usage for CURL scripts default value NO Proxy Type Http L Proxy Address Proxy Server Address Proxy Port 3128 Proxy Server Port Proxy Requires Authorization No e Does your proxy server requires authentication default value NO Proxy Username Proxy server username Proxy Password Proxy server password cave changes Reset form 6 1 7 Gift Message This section allows you to enable or disable gift messaging and to set the maximum length of the gift message To go to gift message page follow the steps 1 Open the Global Cart Settings page 2 Click Gift Message The Gift Message page will open as shown in the Figure 6 6 1 122 below 3 Gift Message Enter the following information a Gift Card Active If you leave the default option which is No the gift card will be inacti
146. er Order Handling Fee Enter the charge per order handling fee and select from the drop down menu it is in or Keep it as 0 00 if you do not wish to add a handling fee b Is Handling Fee Taxable Select Yes from the drop down menu if it is taxable otherwise select No By default it is No c Show Handling Separately Select Yes from the drop down menu if you want the handling to show separately on the billing page otherwise select No By default it is No d Handling Text Enter the handling text message as you would like to appear Note Handling Fee are optional fields SS Handling Fee Charge per order Handling Fee 0 00 USD Is Handling Fee Taxable No Handling Tax Class Tax Class is not assigned e Show Handling Separately No Handling Text Handling Figure 6 24 4 Handling Fee 5 Shipping Origin Settings Realtime Enter the following information City Enter the name of the City State Province Name Select the State Province Name from the drop down menu c ZIP Postal Code Enter the zip postal code d Origin Country Select the Origin Country from the drop down menu CT OI Shipping Origin Settings Realtime City City State Province Name All States Provinces v ZIP Postal Code Origin Country United States v Figure 6 24 5 Shipping Origin Settings Realtime 6 If you want to cancel or start again click on the Reset form button 7 Click Save changes button to save details A confirm
147. es You can also request for a Test Email by filling the Test Email Address box and clicking Send test email button in the Product Updates Email Wizard step 3 of 4 page 2009 78 Springboard Promocart User Manual v3 6 3 bag Product Update Email Wizard step 3 of 4 ky Please review email as it will be visible for subscribers in HTML and TEXT modes To back to this email editing dick over Edit email button If you would like to send it right now cick over Send email button ba HTML Email ul Company Name Product Updates Product ID Product Name Price T2879 10 piece Jumba Sidawalk Chalk 0 83 Click to view 127428 100 count Crayons ST DU lick to wem 69300 12 Piece Sponge Paint Kit 0 89 Chick to view 214435 d Piece aint Ki 0 93 Click to view 267604 12 Piece Sponge Paint kit 1 23 Click to view 263557 12PC COLORED CHALK 0 49 Click to view x ia TEXT Email Hirage Place here your text 10 piece Jumbo Sidewalk Chalk Product ID 728679 0 83 http Stecom pea 40 index php p product id 14 parer SG Send Test Email Test Email Address test site com Send test emai Edit email Send emai Figure 4 2 7 Product Updates Email Wizard step 3 of 4 11 If you still want to make changes click on the Edit email button You will be taken back to the Product Updates Email Wizard step 2 of 4 page 12 You can send the product updates email immediately
148. es default value 15 Security Inactive Account Notice Using cron job Enable Inactive Account Notice for super administrators default value Using Cron Job Security Change Password Notification Using cron job Enable Change Password Notification for super administrators default value Using Cron Job Figure 6 4 1 Security Settings Page 4 If you want to cancel or start again click on Reset form button 5 Click Save changes button to save details about Security Settings You can view the confirmation message on top of the Security Settings page as Shown in the Figure 6 4 2 below 2009 118 Springboard Promocart User Manual v3 6 3 Site Settings Security Settings a This is sensitive information please consult your user manual before making any changes Ku Please note required values are bold a Settings has been successfully saved Figure 6 4 2 Save Confirmation 6 1 5 Bestsellers Settings In this section you can provide settings for your most popular products To go to bestsellers settings page follow the steps 1 Open the Global Cart Settings page 2 Click Bestsellers Settings The Bestsellers Settings page will open as shown in the Figure 6 5 1 below 3 Bestsellers Settings Enter the following information a Catalog Best Sellers Available If you leave the default option which is Yes the Bestsellers Box will be displayed and select No if you don t want it b C
149. es products 2009 Categories amp Products 49 2 5 2 2 6 Thumbnail Generator 497 Upload all images into this directory Once complete login back into the admin area of Springboard Promocart and run the Every time you add images via this method you will need to generate new thumbnails using the generator Bulk Loader FAQ Frequently Asked Questions regarding the Bulk Loader Q How many products can the bulk loader import A If your file contains more than 2000 items we suggest breaking up the file to prevent time out issues when importing the data The Loader itself will accept an unlimited number of items but the server may error due to amount of time it takes to move the data from your computer to the server Q How can bulk load attributes for a product using the loader A List all options in one column and separate them using a double bar or Example Blue Red Yellow Brown Q How do I bulk load images A You can use the Bulk Image Loader o or the FTP method a Q How can bulk load only new products into the cart A Select Keep Existing Add New under Data Update Rule in the Bulk Loader Thumbnail Generator Thumbnail Generator can generate thumbnail images for all the JPG and PNG image files The thumbnail generator can only work correctly when the image file name exactly matches the Product ID for Springboard Promocart to associate the image with th
150. esses Page 3 Click Continue button to export the subscriber email addresses in the selected format under Emails as shown in the Figure 4 11 3 You can then copy paste the exported subscriber email addresses from the Emails text area in application you need 2009 96 Springboard Promocart User Manual v3 6 3 Export Subscriber Email Adresses by Choose the email list you want to export and then copy the email address from the text box below and past it into the application of your choice Please choose export format Show as namel lt emaldl gt name vemadiz Continue Ey Emails Justin justin info lt justin justin inta Figure 4 11 3 Emails Address of Subscribers 4 10 Check Bounced Email Addresses This section will allow you to remove bad and bounced email addresses from your email list It will login to the POP3 email server you selected and conduct a scan on returned email address Note Before running this feature enter information regarding your email account in POPS Email Settings under Global Cart Settings To know more about POPS Email Settings click here 128 For managing the bounced emails follow the steps 1 Click Check Bounced Email Addresses as shown in the Figure 4 12 1 below 2009 Manage Emails 97 Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings 34 Newsletter Email Wizard E
151. ettings page directly by clicking on Appearance Settings link in the Admin Area Home page 8 In the Appearance Settings page you can also adjust the Edit Site Colors 193 Edit Site Layout 194 Catalog amp Product Page Settings 198 Edit Site Headers Text and Images 202 Edit Site Buttons Text and Images 204 Edit Default Site Images am Edit Site Header amp Footer 208 Edit Site Home Page ag and Edit Site Fonts 2 B Appearance Settings Please select the appearance setting you would like to adjust amp Change Site Colors BE a SR 9 Edit Site Layout Catalog amp Product Page Settings Edit your site template s color or adda custom Choose st array of colors Edit site width change top navigation bar Edit the layout of the catalog pages number of template change placement of boxes on the pages and products per page size of the product image WS Site iraak eeng eer Sr E Site Text ES den vm Si Edit Default Site Images a Edit Site Header and Footer mages and header Choose tom Edit default site images Examples indude logo Edit html or upload your own custom header E t deals credit card CVV2 and many more footer or images Edit Site Home Page HM Edit Site Fonts Edit and add copy and images to your Update your site fonts nwomepage 2009 192 Springboard Promocart User Manual v3 6 3 Figure 6 37 2 Appearance Settings Page 3 Click Change Site Colors link in the Appearan
152. formation a Search by date Select the starting and ending date from the drop down menu if you want to search the subscribers email list on the basis of date 2009 Manage Emails 87 b Search by email Enter the email Address if you want to search the subscribers email list on the basis of email E Manage Subscriber Email Addresses Please enter in your search criteria You need to enter at least one search criteria for search to be effective Please use Search by email option to get search result from registered user s database WI Search Subscribers Base Search by date Search by email From Email Address May 1 e 2005 To May Al e 2005 e search users Search users Figure 4 6 2 Manage Subscriber Email Addresses 3 Click on the Search users button 4 Scroll down to the bottom of the Manage Subscriber Email Addresses page to view the email address of the subscribers as shown in the Figure 4 6 3 below Note You can view all the imported email addresses in the subscribers list To know more about importing email addresses click here e You can also edit and delete the email address of the subscribers from the Email addresses of subscribers page To know more about editing sr and deleting ag email addresses of the subscribers click on each of the links Email Address Added At Action justin justin in 05 05 2008 15 10 20 check all uncheck all Figure 4 6 3 Email
153. garding 44 Bulk Images Loader 11 Bulk Products Loader 44 Bulk Update 52 Bulk Uploading Of Products 44 back 11 open 11 D eee Calculate 127 Calculation Method 174 Call For Price 17 Campaign Name 188 Cart 136 CartPage 112 Cart Plug ins 246 Cart Plug ins Settings 235 Cart Settings 7 Case Pack 127 Catalog enter 198 Catalog Best Sellers Available 118 Catalog Best Sellers Count 118 Catalog Best Sellers Period 118 Catalog Navigation Bar 198 Catalog Page 167 Catalog Page Views 198 Catalog Settings 198 Catalog Views select 198 Categories 11 product ID s 241 Category 44 Delete Account icon 1 7 103 Category Description 11 Category Image 11 Category Key 11 Category Menu 194 Category Name 11 Category Properties 11 Category Root create 11 Category Visible 11 Change Site Colors 191 Charge Per Order Handling Fee 167 Charts 228 Charts Page 228 Charts Type 228 Check Bounced Email Addresses 96 Checking Import 241 Checkout 202 Checkout Controls Location 194 Clear Database 225 Clicking Browse Administrators 101 Browse Orders 65 Browse Users 64 Bulk 47 Create 52 Default 81 Global 52 Import 89 Manage 14 OK button 190 Recommended 56 Remove Selected 58 Reports 230 Save 136 Save Changes button 233 Send 74 Switch 211 Update Your Profile 104 Code Enter 133 Color Templates Select 191 Colors 212 Comma separated emails 93 Common Box Properties 194 Common Page Information 212 Company 64 Co
154. ge Site Layout page opens 3 Site Width amp Align Select the site width amp align by clicking on the respective radio button as shown in the Figure 6 39 1 below Cam Site Layout Change Site Layout Site Width amp Align 1024x768 1024x768 300600 8003600 centered align left centered align left 100 100 1024x768 Pixels 1024x768 Pixels 800x600 Pixels 800x600 Pixels Adapted Centered Adapted Align Left Adapted Centered Adapted Align Left Figure 6 39 1 Site Width amp Align 4 Top Bar Settings Decide the height of the Top Bar and will it be visible Enter the following information as shown in the Figure 6 39 2 below a Is Top Bar Visible Select Yes from the drop down menu to make the Top Bar visible b Top Bar Height pixels Enter the Top Bar Height in pixels c Checkout Controls Location Select the checkout controls location i e Top Bar or Over Top Bar from the drop down menu Top Bar Settings Is Top Bar Visible Yes we Top Bar Height pixels 23 Checkout Controls Location Top Bar we Figure 6 39 2 Top Bar Settings 5 Box Settings Here you can customize the settings of the boxes Enter the following information as shown in the Figure 6 39 3 mee below a Hide boxes on checkout pages Select Yes from the drop down menu to hide boxes on checkout pages otherwise select No b Hide right side on fixed width carts Select Yes from the drop down menu to auto hide right side boxes on the Cat
155. ge the text in the email go to Local Settings under Global Cart Settings Select the language template and make the necessary changes Developers e mail notifications can be found in content engine engine_notifications php ku Note itis not required to enter email top amp bottom They will be automatically added by Cart L Edit Top amp Bottom Email Templates Update Notification Email L New user registered for Administrators HTML lt blockquote gt lt po lt boilang msg Smsg email new_user_registered s SCompanyvName lt h gt lt p gt lt p lt u gt Smsq email user_registration_details lt u lt li gt Smsyg billing name Suser_data fname Suser_data lname lt li gt 4li gt tSmsa billing comnany rr fSuser data comnanvy lt 11 gt H II fOmer hillina namal FOncar data Framoealectrinclachoact FOucar data Ilnamoal Save changes Reset form Figure 4 5 3 Edit Email Notification Page 5 If you want to cancel or start again click on the Reset form button 6 Click Save changes button to save email template for the email type You can view the confirmation message on top of the Edit Email Notification page as shown in the Figure 4 5 4 below TD Email template has been successfully saved Figure 4 5 4 Saved Confirmation 7 Click OK 2009 86 Springboard Promocart User Manual v3 6 3 4 6 Manage Subscribers Email Addresses Overview This section is use
156. generated HTML 70 Edit Quantity Discounts 37 Edit realtime shipping 177 Edit Secondary Image 39 Edit Shipping Rates 176 Edit Site 7 Edit Site Buttons 204 Edit Site Buttons Page 204 Edit Site Buttons Text 204 Edit Site Colors 193 Edit Site Colors Page 193 Edit Site Fonts 211 Edit Site Headers 7 Edit Site Headers Page 202 Edit Site Headers Text 202 Edit Site Layout 194 Edit Subscriber s Email 87 Edit Subscribers Email Addresses 87 Edit Taxes 181 Edit This Product 17 Edit Top 83 Email 83 Remove Email From Archive icon 79 E mail 87 Email Address 74 Email Archive 79 Email button 74 Email list 96 Email Notification 83 Email Notification Page 83 Email Properties 74 Email Template 83 Emails 83 E mails 107 Emails Address Subscribers 93 Emails Archive 79 Emails Top 83 Enable promo 189 Enable Cookies 212 Enable iDevAffiliate 234 Enable Promo Codes 189 Enable Shipping 167 Enable add 142 Enable Add Gateway 142 Enable disable 44 Enable Disable Shipping Calculation 167 Enter Catalog 198 Checkbox 216 Code 133 Drop Down 216 FedEx Account Number 177 FedEx Meter 177 iDevAffiliate 234 iDevAffiliate Installation URL 234 iDevAffiliate username 234 Language Code 136 Meta Description 126 Meta Keywords 126 Page 126 POP3 Server Port 128 Top Bar Height 194 2009 Index 255 Enter URL 209 Username 7 website 111 zip postal 167 Existing Global 56 Existing Administrator Account 1
157. h Rate Decimal Left Right As Rupes 10 0000000000 3 Rd Add Figure 6 14 3 Add Custom Currency 6 Click Add button to add it to Springboard Promocart and view it under Currencies in Use 6 1 14 2 2 Edit Currency You can use this section to edit the existing or custom currency of Springboard Promocart To edit an existing or custom currency of Springboard Promocart follow the steps 1 Scroll down to Currencies in Use 134 on the Currency page 134 2 You can modify all the parameters for a currency under Currencies in Use 134 Site Local Settings Local Settings Currency Language S Add New Currency Use the drop down to select the currency you want to add to your cart If you want to add a custom currency use the form below EUR Euro 1 0000000000 Ada Add Custom Currency Code Title Exch Rate Decimal Left Right 1 0000000000 2 Add Currencies in Use Default Code Title Exch Rate Decimal Left Right O USD US Dollar 1 0000000000 2 v S on en Update Exchange Rates Please note Currency exchange rates uses European Central Bank rates For more information please visit http www ecb int stats exchange eurofxref html index en html Remember to update exchange rates after the default currency has changed or after a new currency has been added 3 If you want to reset the form click on the Reset form button 4 Click Save changes button to update the information 136 Spring
158. h of the links 2009 Cart Settings 171 Q Shipping Management This section allows you to control the shipping methods of the cart You can choose not to have the cart calculate shipping or you can choose FedEx UPS or USPS real time shipping You can also choose to create a custom shipping program Shipping Settings Real Time Methods Custom Methods Real Time Shipping Configurations bei Add A New Realtime Shipping Method Realtime Shipping Costs Calculation Settings Carrier Method Country State Min Weight Max Weight Fee Priority Hidden Mp FedEx Priority United States ALL 0 01 150 00 Include v 0 00 x 5 No D E UPS Next Day Air United States ALL 0 01 150 00 Include 0 00 e 5 e No m D Save changes Figure 6 25 1 Realtime Shipping Costs Calculation Settings page 3 Click on Add A New Realtime Shipping Method link in the bottom of the Realtime Shipping Costs Calculation Settings page to expand it Scroll down to Add A Realtime Shipping Method in the bottom of the Realtime Shipping Costs Calculation Settings page as shown in the Figure 6 25 2 172 below 4 Add A Realtime Shipping Method Enter the following information d b Carrier Method Name Select the Carrier Method Name from the drop down menu by clicking on it Country Select the Country from the drop down menu by clicking on it State Province Select the State Province from the drop down menu by clicking on i
159. he Backup Restore page el Your Backups File Name Size Date Created database dump sql 15 549 96 Kb May 5 2008 4 13 pm B 0 03 Kb May 5 2008 4 13 pm BO readme txt 3 6 0 2008050 1 102024 files skins img dwnld db tar gz 15 609 02 Kb May 5 2008 4 13 pm B 2 Click on Delete Q icon to remove an existing backup from Your Backup list A popup box will appear requesting your confirmation Microsoft Internet Explorer x a K Do you really wank to delete this rile e Figure 6 56 1 Delete Backup Restore Page 3 Click OK button to confirm deletion 6 13 1 5 Clear Database You can use this section to delete your existing database records To clear the database follow the steps 1 Open the Database amp Back up Tools page 2 Click on Clear Database tab to open Clear Database page as shown in the Figure 6 57 1 3 Select the sections that you want to remove under Clear Database Note You can also select all sections by clicking the check all link 2009 226 Springboard Promocart User Manual v3 6 3 Del Database amp Back up Tools Ku This section will allow you to export or delete data in your database Ku Backups must be downloaded via FTP from content backups folder Data Export Backup Restore Clear Database Clear Database Categories Removes category data and category images E Products Removes all products with primary amp secondary images m Users amp Orders Remove
160. he Delete this image link for the secondary image you want to remove A pop up appears asking for confirmation as shown in the Figure 2 16 1 below Microsoft Internet Explorer Ka K Do you really want to delete this image Figure 2 16 1 Delete Confirmation 4 Confirm deletion process by clicking OK button Digital Downloads The Digital Downloads feature allow you to sell downloadable items to your customers To activate this feature you must go to Digital Products 1z2 area in the cart which is located under Cart Settings gt Global Cart Settings gt Digital Products Once activated you will notice another section within the Add Product area of Springboard Promocart FX Digital Product Properties Q Is this a digital download Enter here path to digital product file This area will allow you to enter in the URL to the digital product located on your server When this product is ordered Springboard Promocart will present the customer with a masked URL to the product so they can download the product The customer will never see the true location of the product preventing unauthorized downloads of your product 2009 Categories amp Products 41 2 3 Manufacturers You can use this section to add and manage the product manufacturers details with their logo In addition you can also decide whether the manufacturer should be visible on the user site or not Once the manufacturer is
161. he Figure 6 1 3 110 below 4 Company Information Enter the following information a b Company Name Type the name of your company Company Address Line 1 Enter the street name and number of your company s primary address Company Address Line 2 Enter any secondary address information such as PO Box suite number or floor number This is not a mandatory field Company City Type the city where the company is located Company State Type the state where the company is located Company Zip Enter the zip code or postal code for your company s location Company Country Type the country where the company is located Company Phone Type the company s phone no Company Fax Type the company s fax no This is not a mandatory field Company Website Type the company s website address Company Email Enter the email address you wish to use as your company s primary email This email address will appear on all invoices issued by your company Company Slogan Type the company slogan if there is any so it will appear on all invoices This is not a mandatory field Note All the required values are in bold in the Company Information page 2009 110 Springboard Promocart User Manual v3 6 3 Site Settings Company Information a This is sensitive information please consult your user manual before making any changes ai Please note required values are bold Company Information a Company Info
162. he Global Cart Settings page 2 Click on Global Site Settings The Global Site Settings page will open as shown in the Figure 6 2 1 112 below Note All the required values are in bold in the Global Site Settings page 3 Global Site Settings Enter the following information a Global Site Name Enter the name displayed on your web site as the Site Name b Global Notification Email Enter the email address which will be seen by the customers who receive emails from your company c Global Support Email Enter the email address for your company that will be used and displayed for customers to write to when they are in need of help d Global Http Url Enter the URL for your web site including the prefix http www Note If you are using the software as both your website and Springboard Promocart enter the website address here example http www mystore com whereas if you have additional pages that are included with Springboard Promocart enter the website address where Springboard Promocart is located example http www mystore com cart e Global Https Url Enter the URL for your web sites secure pages including the prefix https www Note Do not enter the slash symbol in the website address f Global Server Path Enter the full path of the cart location on your server 2009 112 Springboard Promocart User Manual v3 6 3 Note Do not enter the slash symbol in the website address
163. he Payment Method Update page opens as shown in the Figure 6 19 3145 where you can edit all the parameters Note The only difference between update in realtime processing and update in custom payment method is Payment Server Settings section In realtime processing there is Payment Server Settings section as shown in the Figure 6 19 3 148 4 If you want to cancel or start again click on the Reset form button Da Click Save changes button to update the information 6 2 3 Disable Realtime Payment Method To disable realtime payment method follow the steps 1 Open 142 the Payment Methods Quick Setup page 2 Click Disable Realtime Payment Method icon in Realtime Processing Payment with Credit Card for the realtime payment method you want to remove A pop up appears asking for confirmation as shown in the Figure 6 20 1 below 2009 Cart Settings 163 6 2 4 Microsoft Internet Explorer F x K Do you really want to disable selected payment method Cancel Figure 6 20 1 Disable Confirmation 3 Confirm deletion process by clicking OK button Add a New Custom Payment Method In this section you can add a new custom payment method that can be used by your customers To add a new custom payment method follow the steps 1 Open 142 the Payment Methods Quick Setup page 2 In the Payment Methods Quick Setup page click on Add a New Custom Payment Method link The Pay
164. he Quantity Discounts tab 3 Under Quantity Discounts check the box for the quantity range you want to remove and click on the Delete link A pop up appears asking for confirmation as shown in the Figure 2 13 1 below Microsoft Internet Explorer K x Ze F K Do you really want to delete selected quantity discount zen 2009 38 Springboard Promocart User Manual v3 6 3 2 2 1 2 2 7 1 Figure 2 13 1 Delete Confirmation 4 Confirm deletion process by clicking OK button Secondary Images Overview You can use this section to add more than one image for an existing or new product In addition you can also decide whether the image should be visible on the user site or not To know more about creating and managing these images click on the links below Add Secondary Image s 38 Edit Secondary Image s 39 Delete a Secondary Image 39 Add Secondary Image s You can use this option to add secondary image s for a product To add secondary image s for a product follow the steps 1 Open the Product Insert 17 or Product Update a page 2 Inthe Product Insert 18 or Product Update 2 page click on the Secondary Images tab to open Upload a New Secondary Image s aa page Note You can also delete the product from the Upload a New Secondary Image s page To delete the product click Delete this product link on top of the page 3 Click Browse
165. he Recommended Products Family Insert page will open as shown in the Figure 2 28 3 ep below 3 Product Family Properties Enter the following information a Name of Product Family Enter the name of the product family b Products in this family Enter the Product Name or ID of the products you would like to include within that family The Product Name or ID will also help you to automatically search the product data from the database Then click on the products to add them to the Selected Products list 2009 58 Springboard Promocart User Manual v3 6 3 Note You can also delete products within a family by selecting them and then clicking the Remove Selected link below the list of Selected Products Recommended Products Family Update Di A product family gives you the ability to add recommended products to your product pages To create a new product family simply create a name and enter in the products you would like to indude within the family You will have the ability to select any product family in the Add a New Product section Products Family Properties Product Family Name Name of Product Family baby stuff Products in This Family Enter a Product Name or ID Selected Products Remove Selected Save changes Reset form Figure 2 28 3 Recommended Products Family Insert 4 If you want to reset the form click on the Reset form button 5 Click Save changes button to sav
166. he back of the cart 1 Login to PayPal and go to Request API Credentials and apply for the SSL Client Side Certificate 2 Next you will receive an e mail form PayPal stating your API certificate is ready to use 2009 152 Springboard Promocart User Manual v3 6 3 3 Login and click View or Remove Credentials under Paypal Log Out Help My Account Send Money Request Money Merchant Services Auction Tools Overview Add Funds Withdraw History Resolution Center Profile API Set up Many websites use PayPal s Applicaton Programming Interface API PayPal s APIS are secure For your protection you either exphcith grant permission to your shopping cart or solution provider to use PayPal s API for you or you get you own secure API credentials to use yourself Choose one of the following options If you are not sure about your needs check with your shopping cart or solution provider Grant APT Permission Request API Credentials Select this option if you have been instructed by You have requested API credentials your shopping cart or solution provider to grant them permission to make API calls on your behalf Learn more about AP Looking for a partner to integrate Website Payments Pro for you integrated Website Payments Pro and are waiting to help you 4 Next download your API certificate and save it to your computer Also record your API username and API password 5 Login to
167. he cart Setup Sale Prices we Price Update Settings Set New Sale Prices CH Discount 0 00 Di Remove All Sale Prices cave changes Figure 8 3 2 Setup Sale Prices 3 Click Save changes button to save the details You will get a confirmation message that the Sale Prices has been updated successfully 8 2 iDev Affiliate Integration This section will allow you to integrate or put together the iDevAffiliate application To integrate the iDevAffiliate application follow the steps 1 Click 1DevAffiliate Integration as shown in the Figure 8 4 1 below w a 8 O d Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Shopzilla Data Feed p l YW Sale Prices wy Welcome to Cart iby iDevAffiliate Integration Gre e Cart Plug ins New Orders Statistics Recent Orders Last Users Figure 8 4 1 Affiliate App Integration iDev Affiliate Integration page will open as shown in the Figure 8 4 2 235 2009 Marketing 235 8 3 Note You can also open the iDev Affiliate Integration page directly by clicking on Affiliate Integration link under Cart Settings or iDev Affiliate Integration link under Marketing in the Admin Area Home page 8 2 Affiliate App Integration Settings Enter the following information as shown in the Figure 8 4 2 235 below d b E d eh Do You Want to Enable iDevAffiliate Select Yes from the
168. honze Net eCheck Net Protocol HTTPS Priority 1 e A Payment Server Settings Payment Processor ID authorizenet_echeck URL To Gateway https secure authonze net gateway transact dll Login Transaction Key Test Request TRUE v Secure Source Echeck YES 4 If you are going to run a test transaction set Test Request to True Once testing is complete make sure you set this back to False 5 Enter in the messages you would like to appear on the both the payment and thank you page 6 Click save settings and log out 6 2 1 11 Setting up CCS Steps for setting up CCS 1 Make sure you have setup your certificate in the CCS settings 140 before enabling this gateway 2 Once there Enable the CCS by selecting Yes as shown below 2009 162 Springboard Promocart User Manual v3 6 3 E Payment Method Setup CCS Update Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties of Payment Method Properties Payment Method Name ccs Protocol Priority 1 v Enable CCS Yes e 3 Click save settings and log out 6 2 2 Update Realtime Payment Method To update realtime payment method follow the steps 1 Open 142 the Payment Methods Quick Setup page 2 Click Update Payment Method Settings icon in Realtime Processing Payment with Credit Card for the realtime payment method you want to edit 3 T
169. hrough this section The following activities can be done with regards to an email Newsletter Email Wizard ag Product Updates Email Wizard 74 Emails Archive 79 Default Email Top and Bottom ai Notification Emails 83 Manage Subscribers Email Addresses Overview o Import Email Addresses 89 Export User Email Addresses a Export Subscriber Email Addresses o Check Bounced Email Addresses o Newsletter Email Wizard This section helps you to edit pre generated HTML and TEXT versions of your newsletter To edit pre generated HTML and TEXT versions follow the steps 1 Click Newsletter Email Wizard as shown in the Figure 4 1 1 below x S O e Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Product Update Email Wizard i Sent Email Archive Welcome to F Default Email Top amp Bottom cr i Notification Emails ees E Subscriber Email Addresses A amp Import Email Addresses SS Export User Email Addresses Sales Today S Export Subscriber Email Addresses ers Last Users Monthly Sales Stati 833 67 Ga Check Bounced Email Addresses Figure 4 1 1 Newsletter Email Wizard 2009 Manage Emails 71 The Newsletter Email Wizard step 1 of 3 page will open Note You can also directly open the Newsletter Email Wizard step 1 of 3 page by clicking on the Newsletter Email Wizard link in the Admin
170. iew This section is used to create a new administrator account edit or delete an existing administrator account In addition you can also update your profile It has 4 sub sections Create a New Administrator Account ag Browse Administrators 101 Edit an Existing Administrator Account 102 Delete 17 Update Your Profile 1047 Create a New Administrator Account To create a new administrator account follow the steps 1 Click Create a New Account as shown in the Figure 5 1 1 below ae a 8 O e Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Create a New Account D Update Your Profile Va Welcome to Cart Figure 5 1 1 Create New Administrator Account The Site Administrator insert page will open as shown in the Figure 5 1 2 100 Note You can also directly open the Site Administrator insert page by clicking on Create a New Account link in the Admin Area Home page 8 2 Basic Information amp Security Enter the following information a Full Name Type the full name of the person b Email Type his email address c Email type Select from the drop down menu the Email type Plain text messages or HTML enriched messages Note You can also select whether the person will receive invoice notifications out of stock messages new user registration notifications or all by checking the boxes 2009 100 Springboard Pro
171. igure 2 4 6 Description 7 You can also create an eye catching description by clicking a in Description as shown in Figure 2 4 7 below 2009 22 Springboard Promocart User Manual v3 6 3 Product Description 29 H E B Z7 U x E 332 8 5 m CH ZE AE KM D E HOJA Si F Font family Font size e This deck of fun playing cards includes 52 liberals with pictures and quotes on each card This 2006 edition includes Hillary Clinton Reverend Jesse Jackson Katie Couric James Carville Path font E Figure 2 4 7 Online HTML Editor 8 Image Zooming Select Zoom Magnify or None Depending on the affect you want to give on your product images on the product page 9 Product s Image Uploading Click Browse and navigate to the image that you would like to upload for the product The images only can be in JPG and PNG format Note To add more than one image under Product s Image Uploading click the Save Changes button and select Edit This Product on the next page Then select the Secondary Images under the product To know more about Secondary Images click bere 38 Si Product s Image Image Zooming Use Global Settings Primary Image Browse Current Image http www dollardays comAmages H09 Image2 10818 jpg 44 Edit previous product Edit next product gt gt Figure 2 4 8 Product s Image Uploading Note You can also Assign Existing Global
172. igure 6 46 1 below Note By default Site Fonts page opens under Simple mode You can also change it to advance mode by clicking Switch to Advanced Mode link 3 You can edit all elements font family size style and weight from the drop down menu b Site Fonts D This section allows you edit fonts used in your store stylesheet For easy or advanced editing choose edit mode below hu Switch to Advanced Mode Category Propertes DG Element Name Font Family Font Size Site Verdana 12px Normal Box Header Verdana 12 px Normal Box Text Verdana Le 10 pox e Nonmal Page Header Verdana 14px Normal Page Navigation Verdana e 11 px e Nonmal Catalog Navigation Verdana 12 px e Normal Catalog Item Verdana Spor Nonmal Form Separator Verdana 12 px Normal Form Header Verdana e 12 px e Normal Form Items Verdana k 11 px k Nonmal Form Input Anal e 11px e Normal Form Remark Verdana e Spx Normal Product Subtitle Verdana e 14px e Normal Save changes Figure 6 46 1 Site Fonts Reset form 4 If you want to reset the form click on the Reset form button 5 Click Save changes button to update your site fonts Font Style Font Weight Normal e Nomal e 2009 212 Springboard Promocart User Manual v3 6 3 6 10 6 10 1 Edit Text Pages This section is used for content management settings You can add and manage edit and delete the site text pages of Springboard Promocart with the h
173. ill be listed in Catalog Navigation Bar d Replace Catalog With Alternative Navigation Select Yes from the drop down menu to Replace catalog with alternative navigation It will hide the menu on Cart Shipping and Invoice page and will only show the catalog On the other hand selecting No will not replace catalog with alternative navigation e Display subcat products in primary category Select Yes from the drop down menu to display subcategory products in primary category Selecting No won t display subcategory products in primary category f Display Products ID on catalog pages Select Yes to display product ID on catalog pages along with the product On the other hand selecting No will hide the product ID on catalog pages along with the product Catalog Settings List Products By Newest to System e Products per page 20 Pages number in navigation bar 5 Display subcategory products in primary category Yes e Display Products ID on catalog pages Yes v Figure 6 40 2 Catalog Settings 2009 200 Springboard Promocart User Manual v3 6 3 6 If you want to cancel or start again click on Reset form button 7 Click Save changes button to save the catalog page views 8 Here you can set up your price ranges so when viewing a particular category you can sort by the defined price ranges as shown in Figure 6 40 3 Price Ranges Filter Do you want to enable price ranges filter No Price Range 1 0 00 19 9
174. ime Payment Method cccccceeceeeeeeeeeneneeeeneeeeeeeeeeneeeeeeeeeeeeeeeeseeseeeeeoeqaeeeeaeasedeeeeeeeeeeeeeeeeseeees 162 Add a New Custom Payment Method sssssssssssssssssssssssssssesssesescesensssessessnesnnnnnnsnsonsseccnscnseseesesssesesenseseees 163 Update Custom Payment Method ebe Eed EES 165 Delete Custom Payment Netz asgsieseseeesgeteege gg 166 3 SMIDDING Manageme It EE 167 Add a Realtime Shipping Method cccceeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeeeeneeaeeaeaea aaa aaaaaaaaneeeeeeeeeeeeeeseseeaeeneenenons 170 Edit a Realtime Shipping Method cccccecceeceeeeeeeeeeeneeeeeeeeeeeeeeeneeeeeeeeeeeeeeeeseeeeeeeeoeoaeaeeaeageeeeneeeeeseeeeeeeeenees 172 Delete a Realtime Shipping Method ccseseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeneeaeaeeaeegedseneeeneeeeeeeeeeeeees 173 Add a Custom Shipping Method cccccccesseeeesneeeeeseeeeeseeeeseeeseeeeeeeeeensenaaasegseeseneenseeeeeeeeeeeseesesseeseseeeeeseens 174 Edit a Custom Shipping Method EE 176 Delete a Custom Shipping Method cccccecccceeeeeeeeeeeeeeeeeseeseeseessseeneeeeeeseeseseeeeeeseseeeeeeeeeesnaennseneeseesennes 177 Fed Ex UPS and USPS Realtime Configuration ccccccceseeeeeeeseeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseesnasesaeeeeseeeeenes 177 4 EAN TAK CS ctcpessusiiewes cnccnis Ra aN aAa Eaa 181 Advanced Tax SetU RN 183 v Edit RTE En E 186 Create ele Re TEE 188 T Enable Promo COGS ledeeebeuggtudeee
175. ious discount range s for all the purchases by entering the minimum amount maximum amount or discount value on the respective boxes You can also select from the drop down menu that the discount value is in or USD Note The ranges for the discount amount percentage or flat amount should be set as an incentive for larger purchases The ranges set should not overlap as this will negate the desired discount given 2009 188 Springboard Promocart User Manual v3 6 3 e Discounts The discounts you set on this page are global for the cart and will be applied to all purchases To set individual discounts go to Add a Product page and enter the specific discount or choose to use a range of discounts as a flat rate or percentage Ideally the range is used as an incentive to get larger purchases Please note Enter numbers with dot decimal symbol Global Discounts Use Global Discounts No Min Amount Max Amount Discount Range 1 0 00 0 00 0 00 D e Range 2 0 00 0 00 0 00 e Range 3 0 00 0 00 0 00 K Range 4 0 00 0 00 0 00 Ly Range 5 0 00 0 00 0 00 D e Range 6 0 00 0 00 0 00 D e Range 7 0 00 0 00 0 00 K Range 8 0 00 0 00 0 00 Ly Range 9 0 00 0 00 0 00 D e Range 10 0 00 0 00 0 00 Save changes Reset form Figure 6 33 2 Discounts Page 4 If you want to cancel or start again click on the Reset form button 5 Click Save changes button to save details about the discounts 6 6 Create Pro
176. it the shipping rates range Note You can also add many different levels by Adding New Rates Range in the Custom Shipping Rates page To add new rates range enter the information and click Add button To know more about adding a custom rates range click here 175 3 Edit any of the information in Custom Shipping Rates page Q Custom Shipping Rates Gel Carrier Name Custom Shipping 2 Method Name Base Weight amp Country State ALL ALL Please enter rates below Min Weight Max Weight No rates defined yet Base Price Price Per Lbs be Add a New Rates Range Back to Shipping Management page Figure 6 29 1 Edit Custom Shipping Rates page 4 Ifyou want to cancel or start again click on the Reset form button 5 Click Save changes button to update the information A confirmation pop up appears as shown in the Figure 6 29 2 below which will tell that the changes have been saved successfully i m ee at sl Th te d g We lee VS a Sg LR Ve Ne EE ke H e E fil HIT i g d d a 8 E ILE ack M eet EE er Ta Ze d r Custom Rates have been successfully saved Figure 6 29 2 Saved Confirmation 6 Click OK button 2009 Cart Settings 177 6 3 6 6 3 7 Delete a Custom Shipping Method To delete a custom shipping method follow the steps 1 Open 174 the Custom Shipping Costs Calculation Settings page 2 Click Delete Custom Method icon for the custo
177. justin justin info Email Mode HTML Subscribe to newsletter mailist Yes Subscribe to products updates mailist No Save changes Reset form Figure 4 7 1 Edit Subscriber s Email select 4 If you want to cancel or start again click on the Reset form button 5 Click Save changes button to update the information 4 6 3 Delete Subscribers Email Addresses To delete the email address of the subscribers follow the steps 1 Open se the Email addresses of subscribers page 2 Click on the Delete email from subscribers list icon for the subscriber 2009 Manage Emails 89 4 7 Note You can also delete email address of the subscribers from the mail list by checking the box and then clicking on the Delete checked button A pop up appears asking for confirmation Click OK button If you wish to delete all subscribers click check all link and then click Delete checked button A pop up appears asking for confirmation Click OK button to confirm deletion A pop up appears asking for confirmation as shown in the Figure 4 8 1 below Microsoft Internet Explorer l wl 2 Do you really want to delete selected emad from maillist e Figure 4 8 1 Delete Confirmation 3 Confirm deletion process by clicking OK button You will get a confirmation message that the email has been successfully removed Import Email Addresses You can use this section to import email addresses The imported email a
178. king 136 Save Confirmation 122 Search Engine 107 Search Engine Settings 126 Search Engines Settings Page 126 Search Orders 65 Search products button 23 Search Results 23 Search Subscribers Base 86 Search Subscribers Email Addresses 86 Search Users 64 Secondary Categories 11 Secondary Images 39 product 23 select 17 Secondary Images Overview 38 Security Account Blocking 115 Security Account Blocking Attempts 115 Security Account Blocking Hours 115 Security Admin Time Out 115 Security Cookies Prefix 115 Security Display Clean Payment Page 115 Security Mode 115 Security Order Cookie Timeout 115 Security Settings 115 Security User Cookie Timeout 115 Select Button Set 204 Select Complete 115 Select Drop Down Box 52 Select Global 108 Select Header Set 202 Select HITPS 163 Select Image Set 205 Select Orders Date Range Set 67 Select Report Date Range 230 Select Reports Page 230 Sent Emails Archive 79 Server URL 177 Set Enable Stone Edge Order Manager Export 237 Set New Sale Prices 233 Settings 136 Uploading 11 Settings Overview 107 Settings Page 115 Shipping 216 Label 167 Origin 167 Price 17 Shipping Label Text 167 Shipping Management 170 Shipping Method 170 Shipping Settings 170 Shipping Taxable 181 Shipping Text 167 Site Administrator 101 Site Box 194 Site Fonts 211 Site Layout 194 Site Local Settings 136 Site Name 111 Site Page 212 Site Text Pages 212 Site Top 208 Sort 163 Sort order 198 Standa
179. l price indicating this item is on sale or has been discounted f Free Shipping Check the box if there is no shipping charges for the product Otherwise let it remain unchecked if there are shipping charges for the product g Unit Weight Ibs Enter the weight for the product h Shipping Price for Product Level By default the cart assumes all shipping prices are calculated at the product level If you enter in 0 00 which is the default the cart will use the Global Shipping Methods 167 to calculate a shipping price if an amount is entered it will use the price entered and NOT use the global method IMPORTANT If you are using a real time shipping method all items in your store will need to have a product weight for a shipping price to be presented to your customer Note Unit Weight is not required if free shipping is selected for the product i Inter pack Case pack Enter the number of Inter pack and Case pack if applicable for product Case pack must indicate total number of product items in the case This feature will only be present if you have activated it in Wholesale Settings er j Minimum Maximum Quantity in Order Specify the minimum and maximum quantity a customer can order for a product that may be added to the cart By default the minimum order for a product is 1 Note Leave the field blank if you don t want to use this feature k Is Product Available Check the box if the product is available Otherwis
180. l Fee 170 Admin Area Home 7 Administrator 101 Administrator Overview 99 Administrator Privileges 99 Administrator Profile 104 Advanced Mode 211 Advanced Wholesales Support 127 Affiliate App Integration 234 Affiliate App Integration Settings 233 Affiliate Integration 234 Affiliate Link Text 234 Affiliate Settings 233 Allow International Shipping 167 Allow Keywords Auto Generation 126 Allow Shipping If No Available Methods 167 Allow Wholesale Case Pack 127 Allow Wholesale Inter Pack 127 Appearance Settings 211 Appearance Settings Overview 190 Archived Email Preview 79 Assign Existing Global Attributes 55 Assign Global 55 Assign Global Attribute 55 Assigning Global 26 Attribute Active For Products 52 Attribute Caption 26 Attribute Name 52 Attribute Parameters 52 Attribute Type 52 Attributes 29 Attributes Overview 26 B Backup 223 Backup button create 223 Backup Your Cart 223 Backup Your Cart list 223 Backup Restore 224 Backup Restore Overview 222 Backup tools 222 Best Sellers 194 Bestsellers names 118 Bestsellers Box 118 Bestsellers Settings 118 Billing 216 Bottom Email Templates 83 Bottom HTML 208 Bottom Page 208 Bounced Emails 96 Browse add 47 upload 136 Browse Administrators clicking 101 Browse Orders clicking 65 Browse Subscriber Emails 87 Browse Users 64 clicking 64 Bulk back 44 2009 252 Springboard Promocart User Manual v3 6 3 Bulk clicking 4 7 re
181. l Supply dollar_days_1729 Musical Instruments dollar_days_ 1106 Scrapbook Supplies dollar_days_ 1731 D D DD DD DD aa a Sewing Supplies dollar_days_1734 Figure 8 6 3 DollarDays com Import Settings 5 Select the products and categories you want to import by selecting the respective checkboxes Note You can also import all settings and products by checking Import all categories and products checkbox 6 Indicate the how much you would like to mark up the item prices Note Dollar Days product prices reflect your cost therefore you will need to mark up the prices using the Global Price Changes feature to get a profit on any item you Sell 2009 244 Springboard Promocart User Manual v3 6 3 DollarDays com Import d Global Price Changes All products selected will be inserted into your database with Dollar Days Pricing Depending on your agreement with Dollardays you may want to increase or decrease this pricing This area will allow you to globally increase or decrease pricing Ji Click Continue button to import products right now OR click Save Changes button to save your selection for a future usage Increase e pricmgby 0 i Clicking continue will start the importing process Save changes Continue Selecting a duplicate category or product that already exist in your store may overwrite the existing ones Hence make sure you don t have a duplicate category and always check the
182. les include size color type etc You can use this section to manage various functions related to the management of product attributes and also for assigning global product attributes se with a product To know more about creating and managing product attributes click on the links below Add a Product Attribute 26 Edit a Product Attribute Delete a Product Attribute 2 N 2 2 3 1 Add a Product Attribute You can add attributes under an existing product You can create unlimited number of attributes for any product To add a product attribute follow the steps 1 Open 23 the Product Update page 2 Inthe Product Update page click Attributes tab to open Add a New Attribute 27 page Note You can also delete the product from Add a New Attribute page To delete the product click Delete this product link on top of the page 3 Scroll down to Add a New Attribute and enter the following information to add product attributes a Attribute Name Type the name of the category b Attribute Caption Type the text that will define the attribute on the Add Product 18 page c Priority Use priority to have products listed higher within Springboard 2009 Categories amp Products 27 2 2 3 2 Promocart You can select this on a scale of 1 to 10 where 1 is given the highest priority The higher the number the higher the product will be listed d Attribute Type Sel
183. lick on Data Export tab to open Data Export page as shown in Figure 6 54 1 3 Select the data you want to export from the pull down list 4 Select if you want the columns separated with a ora 5 Select the Decimal Separator 6 Now you can select to pull the data from the database within a certain date range or not 2009 Cart Settings 223 z Database amp Back up Tools ai This section will alow you to export or delete data in your database a Backups must be downloaded via FTP from content backups folder Data Export Backup Restore Clear Database vr Export Data into CSV file Choose data you want to export Products Columns separators semicolon Decimal Separator dot Date Range E Apply filter by dates From May 1 2008 e To May 31 e 2008 Export database Reset form 7 Once done with that you can hit Export database and you will be prompted to save the csv file to your local computer 6 13 1 2 Create Backup You can use this section to create a backup of your existing database records To create a backup follow the steps 1 Open 22 the Database amp Back up Tools page 2 Click on Backup Restore tab to open Backup Restore page as shown in Figure 6 54 1 3 Select the categories you want backup from Backup Springboard Promocart list Note You can also select all categories by clicking the check all link under Backup Springboard Promocart 2009
184. ll be accepted but will appear resized You can change generated images size and type on Images Settings Page Generate both product page and thumbnail images 2 Generate thumbnail images only Generate product page images only Figure 2 23 2 Thumbnail Generator Step 1 of 3 2 Click on the Scan Folder button to start the process Note Thumbnail images will be created only for JPG and PNG image files as GDLib used by Springboard Promocart to generate thumbnails no longer support the GIF images format The GIF images will appear resized The Thumbnail Generator Step 2 of 3 page will open with the result as shown in the Figure 2 23 3 below 2009 Categories amp Products 51 2 Ka Thumbnail Generator Step 2 of 3 h There are 1 valid image files in the directory images products Limages have been associated with a product Generate Thumbnails Figure 2 23 3 Thumbnail Generator Step 2 of 3 3 Click on the Back button to go back to Thumbnail Generator Step 1 of 3 a 50 page 50 4 Click on the Generate Thumbnails button to go to the next step The Thumbnail Generator Step 3 of 3 page will open as shown in the Figure 2 23 4 Ka Thumbnail Generator Done ai Thumbnail images have been successfully generated What do you want to do now Generate thumbnail images again Go to admin area home page Manage products Figure 2 23 4 Thumbnail Generato
185. look up and identification It is a unique identifier of the product in the store This ID can also be used for Bulk Loading images via FTP ag to Springboard Promocart 2009 Categories amp Products 19 a Product Name title Type the name of the product Meta Keywords Keywords to be used for searching this category This may also help with search engine positioning d Meta Title The customer will view the Meta title tags at the top of the browser window Meta title tags help the search engines to decide your web page relevancy for the keyword phrases You can enter the title of the product name as Meta title tag e Meta Description A short plain language description of the document usually 20 25 words or less Search engines that support this tag will use the information to publish on their search results page normally below the Title of your site This tag is particularly important if your document has very little text is a frame set or has extensive scripts at the top f Product manufacturer Select the Product Manufacturer Name from the drop down menu to search products by the product manufacturer If you don t want to search the product by the manufacturer name let it remain on Do not assign manufacturer By default the Do not assign manufacturer is selected in the drop down menu g Priority Use priority to have products listed higher within Springboard Promocart A higher number shall have
186. ly recommended to use HTTPS protocol for Credit Card and Check payments 1 v Priority is used to sort available payment methods in Select Payment Method drop down Box on user site authorizenet_aim_3_1 https secure authonze net gateway transact dil Changing this URL may disable your gateway You should never need to change this information unless you have been notified to do so by your gateway company API Login ID Valid transaction key TRUE e Processing mode TRUE for test mode and FALSE for real processing Auth Capture e Auth Capture is the normal transaction method a transaction is sent to the system for approval the transaction is approved the merchant is notified of the approval and the transaction automatically settles at the end of the business day without any further action by the merchant Auth Only stands for Authorization Only and means obtaining an authorization for a certain amount on a customer s credit card without actually charging the card If the money is not captured within 30 days the transaction will expire No v Click here to setup Cardinal Centinel Module Card Name Require Cvv2 Visa D Master Cand D American Express D Diners Club D JCB 2 Carte Blanche D Australian BankCard D Discover Novus 2 Switch D Solo D enRoute D Visa Electron D Card Name Require CVV2 of Payment Method Properties Pa
187. m shipping method you want to remove A pop up appears asking for confirmation as shown in the Figure 6 30 1 below Microsoft Internet Explorer KE x rT K Do you really wank to delete custom shipping method en Figure 6 30 1 Delete Confirmation 3 Confirm deletion process by clicking OK button You will get a confirmation message that the selected custom shipping method has been successfully removed as shown in the Figure 6 30 2 below Microsoft Internet Explorer AN Selected custom shipping method has been successfully removed Figure 6 30 2 Selected Custom Shipping Method Delete Confirmation 4 Click OK button Fed Ex UPS and USPS Realtime Configuration This section can be used to set or edit realtime shipping gateway UPS USPS and Fed Ex Gateway Settings To set up realtime shipping gateway follow the steps 1 Opener the Shipping Management page Note By default the Shipping Management page opens under Shipping Settings tab In the Shipping Management page click on Real time Shipping Configurations tab 2009 178 Springboard Promocart User Manual v3 6 3 2 The Real time Shipping Configurations page opens 3 UPS Gateway Settings Enter the following information as shown in the Figure 6 31 1179 below a To set up UPS real time shipping you will first need to have an account with UPS To set up an account b Next you will need to generate a XML access key though UP
188. make changes please select Edit email below HTML Email Company Name Newsletter Hello Company Name newsletter subscribers here Put here your newsletier text Si TEXT Email Company Name Newsletter Hello company name newsletter subscribers here Put here your newsletter text Company Name yp Send Test Email Test Email Address test site com Figure 4 1 7 Newsletter Email Wizard step 2 of 3 9 If you still want to make changes click on the Edit email button You will then be taken back to the Newsletter Email Wizard step 1 of 3 71 page 10 You can send the email immediately by clicking on the Send email button A pop up appears asking for confirmation as shown in the Figure 4 1 8 below Microsoft Internet Explorer X Depending on the size of your list and your subscriber base this action may take some time to complete To avoid duplicate sends only press OK once 2 Do you wank to send this newsletter i en Figure 4 1 8 Newsletter email sending confirmation 2009 74 Springboard Promocart User Manual v3 6 3 4 2 11 Confirm sending newsletter email by clicking OK button Note To avoid duplicate sends click OK button only once The Newsletter Email Wizard step 3 of 3 page will open You will get a confirmation message that the Newsletter Email has been successfully sent Product Updates Email Wizard You can send to your customer
189. ment Method Setup New Method Insert page will open 3 Common Settings Enter the following information a Payment Method Name Enter the text i e Credit Card Check etc that will help customers to identify this payment method It will appear in the Payment Selection drop down menu b Is This Method Available Select Yes from the drop down menu if you want to receive payments using this method otherwise select No By default it is Yes E Protocol Select HTTPS or HTTP from the drop down menu it is strongly recommended to use HTTPS which is a secure protocol for Credit Cards and Check payments By default it is HTTPS d Priority Priority is used to sort available payment methods in Select Payment Method drop down menu on the user s site You can select this on a scale of 1 to 10 where 1 is given the highest priority By default it is 5 2009 164 Springboard Promocart User Manual v3 6 3 E Payment Method Setup New Method Insert ky Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties of Payment Method Properties Payment Method Name This is the text that will help customers identify this payment method It will appear in the Payment Selection drop down box Is This Method Available Wes Select Yes if you want this payment method will be active to receive payments Otherwise select Wo Protocal
190. message v Attribute test test w Product Sub ID e e n i Number of items in inventory 10 Do not allow a sale if inventory is equal to or less D than Activate these settings Add New Inventory Record C Track inventory at attribute level Sell only defined combinations In this method only DEFINED attribute combinations are available for purchase If an attribute combination is not defined below a customer WILL NOT allowed be able to purchase it Once a defined attribute reaches O customers will not be able to purchase it 1 If inventory reaches allowed minimum If a product reaches the minimum specified value in the inventory select from the drop down menu Do not display item on user site if you want to remove the product automatically from the cart or Out of Stock message if you want to display a message to a customer 2 Attribute Select which attribute this inventory control is for 3 Product Sub ID Must be unique for product and different than the man product id or any other product or sub product id 4 Number of items in inventory If you select the Inventory Tracking enter the number of products you want to have in the inventory The system will automatically decrease this value any time a user will purchase a product from your store 5a Stop sale if the number of items is less If you select the Inventory Tracking specify a value after which the system will automatically stop product sale when the
191. mo Codes In this section you can Know how to add coupons or promo codes that can be provided to the users to get discounts on their orders To add promo codes follow the steps 1 Open iss the Discounts page Note You can also enable and delete the promo codes from the Discounts page To know more about enabling sg and deleting a the promo codes click on each of the links 2 Inthe Discounts page scroll down to Create a New Promo Code as shown in the Figure 6 34 1 189 below and enter the following information a Campaign Name Enter the campaign name b Promo Code Enter the code that can be provided to the users to get discounts c Is it Active Select Yes from the drop down menu to make the promo code active otherwise select No d Start Date Select the start date for the promo codes to avail the 2009 Cart Settings 189 discount e Finish Date Select the last date for the promo codes to avail the discount f Discount Enter how much discount will be provided in this promo code and then select from the drop down menu it is in or USD g Minimum order subtotal for this code Enter the minimum order to avail this code to get discounts s Create a New Promo Code Campaign Name Promo Code Is it Active Yes start Date May 1 e 2008 e End Date May we 31 e 2008 e Discount USD Minimum order subtotal for this code Save changes Figure 6 34 1 Create a New Promo Co
192. mocart User Manual v3 6 3 d Username Enter a unique user name e Password Enter the password for this username f Password Confirmation Re Type the password Se Site Administrator insert Ku Please note required fields are bold Administrator Properties amp Basic Information amp Security First amp Last Name Email Address Email Type HTML enriched messages s E Receive invoice notifications E Receive out of stock messages E New user registration notifications Username Password Strong password contain B 16 characters do not include common words or name and combine uppercase letters lowercase letters numbers and symbols Password Confirmation Figure 5 1 2 Basic Information amp Security 3 Administrator Privileges You can also select the level of access you would like to give to this administrator by clicking the check boxes You must select at least one privilege by clicking in the box next to it Note Select Yes from the Account Active drop down menu to activate this administrator account whereas select No to de activate the account 2009 Manage Admins 101 9 1 2 Administrator Privileges Account Active Yes C Manage product categories O Add edit delete products bulk loaders O Manage site users O Manage orders C Edit and send emails O Manage site administrators E Edit global site settings O Manage payment shipping taxes and O Manage
193. mpany Address Line 108 Company City 108 Company Country 108 Company Fax 108 Company Information 124 Company Information Page 108 Company Name 124 Company Phone 108 Company Slogan 108 2009 Index 253 Company State 108 Company Website 108 Company Zip 108 Content Management Overview 212 Cookie Prefix 115 Country Select 181 Country List 130 Create 136 Backup button 223 Category Root 11 New Product Family 11 Product Families 11 Create Backup 223 Create Bulk 47 Create Language 136 Create New Global Products Attribute 11 Create Promo Codes 188 Credit Card realtime 162 CSV file 44 Currency 133 Currency Decimal Symbol 132 Currency Overview 133 Currency Thousands Separating Symbol 132 Current Buttons Set 204 Current Headers Set 202 Current Images Set 205 Current Language 138 Current Page 112 Custom Boxes Settings 194 Custom Calculation 174 Custom Color Template 191 Custom Field Properties 218 Custom Fields 218 Custom Fields Overview 216 Custom Method 174 Custom Shipping Costs Calculation Settings 177 Custom Shipping Method 177 Custom Shipping Rates 174 Custom Shipping Rates Add Confirmation 174 CVV2 205 D Data Download 246 Data Separator 44 Data Update Rule 44 Default 133 clicking 81 Default Email Top 81 Default Emails Top amp Bottom 81 Default Images 212 Default Priority 52 Default Products Category 11 Delete 190 Delete File icon 220 Existing Category 11 Existing Product
194. mple tracking ID UA XXXXXXX with an actual tracking ID provided to you when you sign up for Google Analytics Please do not activate this code until you have added your tracking ID 2009 248 Springboard Promocart User Manual v3 6 3 8 5 3 Learn more about where your visitors come from and how they interact with your site You ll get the information you need to write better ads strengthen your marketing initiatives and create higher converting websites Google Analytics is free to everyone whether you are an advertiser publisher or site owner Since the code provided may change it is strongly suggested you refer to the documentation provided by Google to make sure you are using the most up to date method for tracking Click here for more information regarding Google Analytics Click here to sign up of an account on Google Conversion Tracking To use Google Analytics Conversion Tracking follow the steps below 1 Open the Marketing Google page 2 Click on Conversion Tracking tab to open Conversion Tracking page as Shown below Post it on Base Find it on Google Google supplies business owners with a variety of tools that can help you gain more exposure track visitors and sales conversions Click on the tabs below for a summary of these tools and how they can better help your business Please understand setting up conversion tracking through Analytics and Adwords can be Fairly complex
195. n menu 4 Choose a report type by clicking on the radio button ell Reports This section allow you to view many different types of reports regarding your cart To view a report select a date range report type and dick Show Report E Select Report Date Range From To May 1 e 2008 e May se 31 ZJN e lg Choose Report Type Top Viewed Products Top Viewed Categories Figure 7 2 2 Select Reports Page 5 Click Show report button 6 The selected report within that range you have selected will open as shown in the Figure 7 2 3 below 2009 Charts and Reports 231 a Reports This section allow you to view many different types of reports regarding your cart To view a report select a date range report type and click Show Report Select Report Date Range From To May 1 e 2008 e May se Al e 2005 e EZ Show Printer Friendly Report i Top Viewed Products May 1 2008 May 31 2008 Product ID Product Name Views 1 KEREN Baby Bibs 1 Total Views 1 Figure 7 2 3 Selected Report Type Information Note You can also view printer friendly report by clicking vi Show Printer Friendly Report in Reports page 2009 Top Level Intro This page is printed before a new top level chapter starts Part Marketing 233 8 1 Marketing You can use this section for marketing To know more about marketing with the help of this section click on
196. n of removing per item tracking by removing the per item variables within this code Please refer to Google Analytics documentation additional information Important Site tracking will not work until you replace the example tracking ID UA XXXXXXX with an actual tracking ID provided to you when you sign up for Google Analytics Please do not activate this code until you have added your tracking ID Click here for more information regarding Google Analytics 2009 250 Springboard Promocart User Manual v3 6 3 8 5 4 Click here to sign up of an account on Google Adwords Conversion Tracking To use Google Adwords Conversion Tracking follow the steps below 1 Open the Marketing Google page 2 Click on Adwords Conversion Tracking tab to open Adwords Conversion Tracking page as shown below Post it on Base Find it on Google Google supplies business owners with a variety of tools that can help you gain more exposure track visitors and sales conversions Click on the tabs below for a summary of these tools and how they can better help your business Please understand setting up conversion tracking through Analytics and Adwords can be Fairly complex will require you to change the code snippets provided Please be sure you read the documentation provided by Google to Fully understand this process Google Base Feed Analytics Tracking Conversion Tracking Adwords Conversion Tracking Adword
197. n the Mode option 6 And finally determine what kind of payment action you want to have live on Springboard Promocart Sale Authorization or Order The description for each option is located below the Payment Action field Setting Up PayPal Payments Pro To use the PayPal Payments Pro Gateway you will need an Payments Pro Gateway through PayPal com Once logged into PayPal com you will see an option to set up a PayPal Payments Pro Gateway PayPal s Payments Pro gateway differs from the traditional PayPal com gateway in every transaction is completed on your website So the customer doesn thaveto be directed to Paypal com to complete the transaction First you will need to apply for a Website Payments Pro account Return to your Business Account Overview page and click the Merchant Tools tab Under Website Payments Pro click Learn More Under Getting Started click Submit application Complete the application form and click Continue On the Application Approved page click Getting started with PayPal Follow the link to accept the billing agreement NOUR WN You are taken to a page for API Setup Next you will need to generate an API Certificate through PayPal com to up be uploaded to the cart This certificate is used by PayPal com to identify Springboard Promocart Follow these steps to generate your API Certificate Once you have completed these steps you can start the process of setting up PayPal though t
198. new quantity range to offer discount on a product To add a new quantity range follow the steps 1 Open 23 the Product Update page 2 Inthe Product Update page click Quantity Discounts tab to open Quantity Discounts ze page Note You can also delete the product from the Quantity Discounts page To delete the product click Delete this product link on top of the page 3 Enter the following information under Add a New Quantity Range a Min Range Enter the minimum quantity to avail the discount b Max Range Enter the maximum quantity to avail the discount c Discount Enter how much discount will be provided on the product under the quantity range and then select from the drop down menu the discount is in or d Wholesale Check the box if the product is available for wholesale Otherwise let it remain unchecked e Free Shipping Check the box if there are no shipping charges for the product Otherwise let it remain unchecked if there are shipping charges for the product Product Info Attributes Inventory Recommended Products Promotions Quantity Discounts Secondary Images qf Product Quantity Discounts Settings Active Min Range Max Range Discount Wholesale Free Shipping ku There are not any active discounts be Add a new quantity range v Edit next product gt gt 44 Edit previous product Figure 2 11 1 Quantity Discounts 4 Click Add button under Action to add a new quantity ra
199. nformation under Currencies in Use Also the exchange rate of an existing currency will be displayed with respect to the default currency 4 Click Add button to add it to Springboard Promocart and view it under Currencies in Use 134 Note You cannot delete the Default currency under Currencies in Use in Currency in use page 134 To make a currency default select the radio button of the currency under Currencies in Use and then click Save changes button s Currencies in Use Default Code Title Exch Rate Decimal Left Right C USD US Dollar 1 00000t0000 2 L S EUR Euro 3 0000000000 2 e Bee D Update Exchange Rates Please note Currency exchange rates uses European Central Bank rates For more information please visit http www ecb int stats exchange eurofwref html index en himl Remember to update exchange rates after the default currency has changed or after a new currency has been added Figure 6 14 2 Currencies in Use You can also create a custom currency from the Currency page and then add it to Springboard Promocart To create a custom currency scroll down to Add Custom 2009 2009 Cart Settings 135 Currency under Add New Currency in Currency in use page 134 5 Enter the Code Title Exch Rate and the Symbol Left or Right for the custom currency Also select the Decimal for the currency from the drop down menu as shown in the Figure 6 14 3 below Add Custom Currency Code Title Exc
200. nge 2009 Categories amp Products 37 2 2 6 2 Edit a Quantity Range You can use this option to edit a quantity range to modify the discount offered to a product To edit a quantity range follow the steps 1 Open 2 the Product Update page 2 Inthe Product Update page click on the Quantity Discounts tab 3 You can modify all the information under Quantity Discounts for the existing quantity range AS Product Update Please note required fields are bold ky Decimal points and commas are accepted in The Product Price and Weight fields D Delete this product Product source DollarDays com Product Info Attributes Inventory Recommended Products Promotions Quantity Discounts Secondary Images qf Product Quantity Discounts Settings Active Min Range Max Range Discount Wholesale Free Shipping d 5 10 25 00 vx 7 D d 100 1000 15 00 v d 7 D Z Add a new quantity range J v Add 44 Edit previous product Figure 2 12 1 Edit Quantity Discounts Edit next product gt gt 4 If you want to reset the form click on the Reset form button 5 Click Save changes button to update the information 2 2 6 3 Delete a Quantity Range You can use this option to delete a quantity range to remove the discount offered on a product To delete a quantity range follow the steps 1 Open 23 the Product Update page 2 Inthe Product Update page click on t
201. ngs Ka Search Engine Settings Page Site Title Site Title Allow keyword auto generation Yes e Generate flat html URLs for catalog pages No v Meta Keywords Meta Description File robots txt User agent Figure 6 9 1 Search Engines Settings Page 7 If you want to cancel or start again click on the Reset form button 8 Click Save changes button to save details about Search Engine Settings Wholesale Settings This section is used for Advanced Wholesales Support and allows companies who will wholesale to apply Case Pack and Inter Pack fields to the Add a Product page You can also add wholesale prices at product level globally This information will also appear on the front end of your website To go to the wholesale settings page follow the steps 1 Open 108 the Global Cart Settings page 2 Click Wholesale Settings The Wholesale Settings page will open 3 Wholesale Settings Enter the following information a Activate wholesaler discounts at Select from the drop down menu I don t have wholesalers if you don t have wholesalers Add discounts at product level to enter wholesale prices for each products or Calculate discounts globally to automatically adjust wholesale prices on the basis of percentage discounts you provide in Wholesale Global Discounts 128 below 2009 128 Springboard Promocart User Manual v3 6 3 Wholesale Settings ky Use the settings below if
202. nt system 4 Under the area designated Approved pending and affiliate area enter in the following information e Direct Return drop down box to No e In the blank designated for Approved URL enter http s www yourcarturl com index php p invoice amp oa ProcessPayment be Sure to replace http www yoursitename with the actual URL to your store e In the blank designated for Pending URL enter http s www yourcarturl com index php p invoice be sure to replace http www yoursitename with the actual URL to your store Save your changes 5 Next login to your Springboard Promocart administration and go to Payment Methods 142 located under Cart Settings 6 Activate the 2Checkout payment method 2009 146 Springboard Promocart User Manual v3 6 3 E Payment Method Setup 2CheckOut com Update Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties of Payment Method Properties Payment Method Name 2CheckOut com Protocol HTTPS Priority 1 m P el available payme e ele nent Method di o er site Payment Server Settings Payment Processor ID 2checkout URL To Gateway https www 2checkout com 2co buyer purchase Changing this URL may disable your gateway You should never need to change Mis in for mation unless you nave Deen not fied yy your gateway company Sid 12345678 Demo Y
203. nter the rate 11 Click Appearance Settings in Cart Settings 12 In Appearance Settings 190 page a Edit Site Header and Footer You can enter HTML which will appear on the top and bottom of your site or follow the directions to have your logo appear b Edit Site Home Page Enter the information to appear in the middle section of your home page After you complete these steps you can enter your product into the Springboard Promocart system You can do this individually or by using the Bulk Product Loader We suggest reviewing the user manual before you begin 2009 Top Level Intro This page is printed before a new top level chapter starts Part Categories amp Products 11 2 1 2 1 1 Add a New Category or Subcategory 111 Edit an Existing Category 14 Categories amp Products Manage Categories Overview You can use this section to manage the various functions related to the management of categories Categories along with the search function allow customers to easily find items within your store Please take the time make sure your categories are set up in an easy to understand matter Marketing Tip If at all possible try to limit the number of Parent Categories to under 15 if possible this will prevent users from getting overwhelmed when they first land on your home page The following activities can be done with regards to a category Add a New Category or Subcatego
204. nual v3 6 3 104 2 Click Delete Account D icon for a category you want to remove A pop up appears asking for confirmation as shown in the Figure 5 4 1 below Confirm deletion process by clicking OK button You will get a confirmation 3 message that the administrator account has been successfully removed 5 1 5 Update Your Profile You can use this section to update your own profile To update your own profile follow the steps Click Update Your Profile as shown in the Figure 5 5 1 below a 8 e E Cart Reports Marketing Categories E Users A Manage Manage Products Orders Emails Admins Settings EN Browse Administrators RK E Create a New Account Ze Update Your Profile er TE a Aessen 8 Figure 5 5 1 Update Your Profile Your Administrator Profile page will open as shown in the Figure 5 5 2 105 2 below where you can update the various fields and add more privileges if all privileges are not selected Note You can also directly open Your Administrator Profile page by clicking on the Update Your Profile link in the Admin Area Home page 8 2009 Manage Admins 105 Ze Your Administrator Profile d Please note required fields are bold Administrator Properties 4 Basic Information amp Security First amp Last Name Email Address Email Type Username Password Password Confirmation Inactive Account Notice Change Password Notification Your Privileges
205. number of items in inventory will be less than that value 2009 Categories amp Products 33 2 2 4 you will enter here 6 If inventory reaches allowed minimum If a product reaches the minimum specified value in the inventory select from the drop down menu Do not display item on user site if you want to remove the product automatically from the cart or Out of Stock message if you want to display a message to a customer Recommend Family for a Product Product Families give you the ability to add recommended products to your product pages You can use this section to recommend a product family with an existing or new product But for doing this there must be some existing recommended product families To recommend family for a product follow the steps Note To know how to create and manage a recommended product family click here 56 1 Open the Product Insert 1 or Product Update 23 page 2 In the Product Insert 18 or Product Update a page click Recommended tab to open Product Families 34 page Note You can also delete the product from the Product Families page To delete the product click Delete this product link on top of the page 3 You can view the available product families and recommended product families for the product if any as shown in the Figure 2 9 1 2009 34 Springboard Promocart User Manual v3 6 3 S Product Update
206. nvoice default value YES Printable Invoice Company Fax Yes e Do you want to add company fax number in printable invoice default value YES Printable Invoice Company Email Yes Do you want to add email address in printable invoice default value YES Printable Invoice Company Web Yes e Do you want to add website address in printable invoice default value YES Printable Invoice Company Logo Alignment Left Do you want to add Logo in printable invoice default value LEFT Figure 6 8 1 Printable Invoice Settings Page 5 If you want to cancel or start again click on the Reset form button 6 Click Save changes button to save details about Printable Invoice Settings You can view the confirmation message on top of the Printable Invoice Settings page as shown in the Figure 6 8 2 below 2009 126 Springboard Promocart User Manual v3 6 3 Site Settings Printable Invoice Settings TD This is sensitive information please consult your user manual before making any changes al Please note required values are bold Settings has been successfully saved Figure 6 8 2 Save Confirmation 6 1 10 Search Engine Settings This section is used to enter Search Engine information like Meta Keywords Auto generation of additional keywords and Use of URL Transformation for Products Catalog amp Text To go to the search engine settings page follow the steps 1 Open the Global Cart Settings page 2
207. o keep the tags in the HTML code 6 Load home page center image and other images To add images to the home page the images need to be moved to the http Site com images custom folder You can do this moving the images via FTP or dick here to use file manager Remember your HTML code needs to have the full path to the images Update Site Home Page i Home Page HTML Edit HTML Online lt p gt To remove this text login and go to Cart Settings gt gt Appearance Settings gt gt Edit Site Home Page lt HOME PAGE TEXT DELETE TEXT BETWEEN THE COMMENTS TO REMOVE gt 4 It p Home Page Settings Choose a View Thumbnai Double Column v Number of Product Items on Homepage 10 Home Page Links To index php p home Save changes Figure 6 45 1 Site Home Page 4 You can also create an eye catching description by clicking Edit HTML Online under Home Page HTML in Site Home Page 5 If you want to reset the form click on the Reset form button 6 Click Save changes button to save details about the Site Home Page 2009 Cart Settings 211 6 9 10 Edit Site Fonts This section allows you to update your site fonts used in your store style sheet For easy or advanced editing choose edit mode below To update your site fonts follow the steps 1 Open the Appearance Settings page 2 Click Edit Site Fonts in the Appearance Settings page Site Fonts page opens as shown in the F
208. o you via e mail or you may have set this up during installation Cart Administrator Area Please enter your username and password Username Password Oooo NEE Login Figure 1 1 1 Login Page 2 Admin Area Home page will open as shown in the Figure 1 1 2 below 2009 Springboard Promocart User Manual v3 6 3 Gut Aia Edited GOJORE Edita Products Edit Orders eee Ve 1 Eiri UGE l HOT AS Pee Uri ato Your ProFile Halip amp Support Isar Maus Damo Cart het ere Ca dete Can Don Cartier 35 0 Ligt aw A amp Camgran D lr E a m a Curt Papo Predicts Orders Eras irig Welcome to Demo Carti Maw Crd Peat Drame Laser l Pete tales S2wlezlch for Hai Zeg up Dal De Sale Tew SEU Saka Tt Monch a 2 00 Product in Store 8 1 ake FE 2 Ragetared Usar 1 ru Categories E Products bere Prec E hii we Mee Product bie Canes E cd alam Category beige recs bot Er E Bok Product Loser E Meneses Subscriber Erai D Drees Loader E boot Brads Thora arara BR Bssort er Erai E Gon itirir E Ce E Recomended Prii E Manag Emads E hais Grad lad io Cart Settings b Sobel Cort ep E Pessoa Upisa Eral Wires E Sect Erd bnie E Daai Erai Top Licom sm ll b inerme Beitees Boe Test been b Fle Mare F Dahan Gabar Too ppr Seta Woar We Marke breq Users amp Orders Fla rage Ad mins Froe Cate Reed E Geet Lees d Bree iiy Aira Dai
209. oint com The owner of the account should have received a welcome e mail when the merchant account was opened You must have a LinkPoint API account in order to receive this e mail If you lost this e mail you will have to call your merchant account provider to have the e mail resent at 1 800 456 5989 x4100 human interaction is a security requirement At the very end of the message embedded in the e mail text will be the digital certificate which is your pem file Follow the instructions given in the e mail exactly to save the digital certificate into a file on your Web server with a Dem extension Note the location path to the pem file content engine payment linkpoint certificate pem OR you can simply upload the certificate directly through the admin area within Springboard Promocart E Payment Method Setup LinkPoint com Update Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties f Payment Method Properties Payment Method Name LinkPoint com Protocol Priority 3 v A Payment Server Settings Payment Processor ID linkpoint URL To Gateway https secure finkpt net 1129 LSGSXML Certificate File Browse Current Certificate content engine payment linkpoint certificate pem File Size 1785 bytes File change time May 1 2008 10 23 am Store Number Order Type SALE v Mode GOOD Additionally you will need to set th
210. ok Heip Ze O O x BOD pOh Yeraonms Ei B BR GL EKAKE Address AE https en dolardays com panijextOrder aspx DollarDays WOM Pricing Everything Under the Sun Customer Id 24118 Name Phyllis Mi Hale 269663 12Ast Foam Animal 210 24 531 54 241 78 Sticker 269721 10Pc Artist Brush Set 427 68 64 15 491 83 637 92 95 69 733 61 Order Total 733 61 Required Fields 2 Once the pop up window appears simply enter in your payment information remember the customer has already paid you for the order to complete the order Dollar Days will ship the item s to the customer on your behalf If the order contains both Dollar Days items and items you sell you will need to return to the order screen to process your items 2009 246 Springboard Promocart User Manual v3 6 3 8 5 8 5 1 Google Google supplies business owners with a variety of tools that can help you gain more exposure track visitors and sales conversions Click on the tabs below for a summary of these tools and how they can better help your business Please understand setting up conversion tracking through Analytics and Adwords can be fairly complex will require you to change the code snippets provided Please be sure you read the documentation provided by Google to fully understand this process Google Sitemaps Google Site Maps
211. on 7 Click Save changes button to save details about Wholesale Settings 6 1 12 Pop3 Email Settings This section allows you to set up POP3 email account for managing bounced and bad email addresses and your smtp server settings for how the cart sends out emails To go to POPS and SMTP Email Settings page follow the steps 2009 Cart Settings 129 1 Open mme the Global Cart Settings page 2 Click Pop3 Email Settings The POPS and SMTP Email Settings page will open 3 POPS protocol settings Enter the following information a POP3 Server Name Enter the name of the POP3 Server b POP3 Server Port Enter the POP3 Server Port C POP3 Server Username Enter your POP3 Server Username d POP3 Server Password Enter your POP3 Server Password POPS Protocol Settings POPS Server Name pop server POPS Server Port 110 POPS Server Username usemname server POPS Server Password password Figure 6 11 1 POP3 protocol settings 4 Sendmail Engine settings Select how you want the cart to send out email notifications Use php if your server allows you to send email the using php mail function or use SMTP if you are going to use your SMTP server for sending the notification emails lt contact your webhost to find out which they recommend using before setting this function gt Sendmail Settings Sendmail Engine Use PHP mad Function ample e Figure 6 11 2 Sendmail Settings 5 SMTP Server Settings
212. on to delete custom payment methods settings To delete custom payment methods settings follow the steps 1 Open 142 the Payment Methods Quick Setup page 2 Click Delete Custom Payment Method icon for Custom Payment Method you want to remove A pop up appears asking for confirmation as shown in the Figure 6 23 1 below 2009 Cart Settings 167 6 3 Microsoft Internet Explorer x K Do you really wank to delete selected payment method zen Figure 6 23 1 Delete Confirmation 3 Confirm deletion process by clicking OK button Shipping Management This section allows you to control the shipping settings and methods for the cart You can choose not to have the cart calculate shipping use UPS and USPS realtime Shipping calculations or set up a custom shipping method to fulfill the needs To manage the shipping settings of the cart follow the steps 1 Click Shipping Management as shown in the Figure 6 24 1 below w a 8 O e Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Fayment Methods Le Gel Shipping Management ei Welcome to Cart B Edit Taxes Edit Discounts amp Promo Codes New Orders Statistics Re OG Appearance Settings A D Edit Text Pages _ CH Forms Control Custom Fields Stat Sales Today fe File Manager 0 00 el Database amp Back up Tools Figure 6 24 1 Shipping Man
213. orm click on the Reset form button 6 Click Save changes button at the bottom of the page to update the information Delete a Product Attribute You can use this option to delete product attributes To delete a product attribute follow the steps 1 Open 23 the Product Update page 2 Inthe Product Update page click Attributes tab 3 Scroll down to Product Attributes and click the Delete link under that attribute which you want to remove A pop up appears asking for confirmation as shown in the Figure 2 8 1 below Microsoft Internet Explorer x Tie S Do you really want to delete selected attribute oe Figure 2 8 1 Delete Confirmation 4 Confirm deletion process by clicking OK button 2009 30 Springboard Promocart User Manual v3 6 3 2 2 3 4 Inventory Control Track Inventory for this item At the product level Product Info Attributes Inventory Recommended Products Promotions Quantity Discounts Secondary Images amp Inventory Control Do you want inventory tracking for this item O No Inventory Tracking Track Inventory at product level O Track inventory at attribute level Track only defined combinations O Track inventory at attribute level Sell only defined combinations e Inventory Control on Product Level Number of items in inventory 10 Do not allow a sale if inventory is equal to or less 0 than If inventory reaches all
214. orrect look be sure to use HTML Note default site top and bottom areas contain some control tags It is strongly recommended to keep these tags in HTML code Ka Load Your Company Logo and other images ky To add images to the top and bottom the images need to be moved to the http Site com images custom folder You can do this moving the images via FTP or click here to use file manager Remember your HTML code needs to have the full path to the images Update Site Top and Bottom ww Page Top HTML Show default site top logo and slogan o Show custom site top use HTML below lt tr gt lt td align left gt SimageLogo lt td gt lt td align center gt Place here your custom text lt td gt lt td align right gt SimagesSlogan lt td gt lt tr gt lt table gt i Page Bottom HTML lt table width 100 class TopBottomBar cellpadding 0 cellspacing 0 border 0 gt a lt tr gt if SAffiliateActive YES lt a href SAffiliateAreaURL class TopBottomBarLink gt lt b gt SAffiliateLinkText ht Zif if Scurrencies_count gt 1 Slanguages_count gt 1 lt a href Surl_ http p international class TopBottomBarLink gt International lt a gt if S 4 II p Save changes Reset form Figure 6 44 1 Site Top amp Bottom page 4 You can also create an eye catching description by clicking Edit HTML Online in Page Top and Bottom HTML 5 If you want to reset the form
215. ou can use this section to create custom currency and then add the existing or custom currency to Springboard Promocart To add an existing currency to Springboard Promocart follow the steps 1 Open the Site Local Settings page 2 Click on the Currency tab on top of the page The Currency page opens as shown in the Figure 6 14 1 below 2009 134 Springboard Promocart User Manual v3 6 3 Site Local Settings Local Settings Currency Language lt Add New Currency Use the drop down to select the currency you want to add to your cart If you want to add a custom currency use the form below EUR Eure e 1 0000000000 Add Add Custom Currency Code Title Exch Rate Decimal Left Right 1 0000000000 2 Add s Currendes in Use Default Code Title Exch Rate Decimal Left Right i USD US Dollar 1 0000000000 2 e Update Exchange Rates Please note Currency exchange rates uses European Central Bank rates For more information please visit http Awww ecb int stats exchange eurofsref html Andex en html Remember to update exchange rates after the default currency has changed or after a new currency has been added Figure 6 14 1 Currency page 3 Select an existing currency you want to add to Springboard Promocart from the drop down menu as shown in the Figure 6 14 1134 Note You dont have to enter any details for an existing currency Once added the existing currency will automatically have all the i
216. ou to set your carts location to be UK or US This must be the same origin setting that you have for your google checkout account 10 The Continue Shopping Link option is where you can set the Continue Shopping link on the google checkout server when a customer is done there Most people just Simply put there carts website address in that filed Make sure you have the call back url listed here into your settings over at google lt call them for instructions on where to put this gt _ lt also note to replace domainname com with your website domain name in this url when putting it into the google settings on the google server gt Setting up Authorize Net AIM 3 0 Steps for setting up an Authorize net account in the cart 1 Get an Authorize net account Springboard Promocart uses the ADC Direct response method Version 3 0 Simple Integration Method 2 Login to your Authorize net and go to Settings and Profiles area and look under the Security table Specifically make sure Card Code Verification and Address Verification System AVS are set as you would like them These settings allow you to control security on your account and may help in preventing fraudulent transactions from being placed on Springboard Promocart 3 Logout of Authorize net and login to the Springboard Promocart Management area 2009 Cart Settings 159 4 Go to Cart Settings gt gt Payment Methods and activate the Authorize 3 0 or 3 1
217. owed minimum Display Out Of Stock message v Save changes 1 Do you want inventory tracking If so at what level A Track Inventory at product level 1 Number of items in inventory If you select the Inventory Tracking enter the number of products you want to have in the inventory The system will automatically decrease this value any time a user will purchase a product from your store 2 Stop sale if the number of items is less If you select the Inventory Tracking specify a value after which the system will automatically stop product sale when the number of items in inventory will be less than that value you will enter here 3 If inventory reaches allowed minimum If a product reaches the minimum specified value in the inventory select from the drop down menu Do not display item on user site if you want to remove the product automatically from the cart or Out of Stock message if you want to display a message to a customer 2009 Categories amp Products 31 A3 Product Update Please note required fields are bold hu Decimal points and commas are accepted in The Product Price and Weight fields Delete this product Product Info Attributes Inventory Recommended Products Promotions Quantity Discounts Secondary Images amp Inventory Control Do you want inventory tracking for this item No Inventory Tracking Track Inventory at product level Track inv
218. ping weight i e Lbs or Kg used by your company By default this is Lbs c Length Unit Select the measurement unit for length from the drop down menu i e Feet Inches or Centimeters used by your company By default this is Inches d Currency Decimal Symbol Enter the symbol generally a decimal point or a comma that your company s currency uses to separate whole denominations i e dollars from partial denominations i e cents By default this is e Currency Thousands Separating Symbol Enter the thousands separating symbol By default this is 2009 Cart Settings 133 6 1 14 2 Site Local Settings Local Settings Currency Language Local Settings Local Time Date Format Hml Hd HY Yr Weight Unit lbs w Length Unit Inches hg Currency Decimal Symbol Currency Thousands Separating Symbol Figure 6 13 1 Site Local Settings Page 4 If you want to cancel or start again click on Reset form button 5 Click Save changes button to save details about Local Settings You will get a confirmation message that the Local settings have been saved Currency Overview You can use this section to customize the cart to specific currencies You can add and manage edit and delete the existing currencies as well as new custom currencies To know more about currencies click on the links below Add New Currency 133 Edit 135 Delete 136 6 1 14 2 1 Add New Currency Y
219. place there as a text for box header as a box header image HTML too Box Side Visibility Left M Priority used for sorting 5 e Figure 6 39 5 Common Box Properties 8 Box HTML Enter text in the Box HTML box 2009 198 Springboard Promocart User Manual v3 6 3 6 9 4 iy Box HTML Edit HTML Online Save changes Reset form Figure 6 39 6 Box HTML 9 You can also create an eye catching description by clicking Edit HTML Online in Box HTML 10 If you want to cancel or start again click on the Reset form button 11 Click Save changes button to save details about adding a box 12 To Edit a Box click on Edit icon under Custom Boxes Settings in Site Layout page The Site Box update page opens where you can edit all the parameters After editing click Save changes button to update 13 To Delete a Box click on Delete icon under Custom Boxes Settings in Site Layout page A confirmation pop up appears click OK button to delete the box 14 If you want to cancel or start again click on Reset form button 15 Click Save changes button to update the site layout settings Catalog amp Product Page Settings This section is used to enter catalog information It allows you to setup catalog and product page views You can also manage the number of products per page size of the product image thumbnails and more To do catalog settings follow the steps 1 Open the Appearance Settings page 2
220. plate A pop up appears asking for confirmation as shown in the Figure 6 18 1 below Microsoft Internet Explorer x lin K Do you really wank delete this language eg Figure 6 18 1 Delete Confirmation 3 Click OK to confirm deletion CCS Settings Please Note It s strongly recommend you do not store credit cards on your system unless you feel it is absolutely necessary No system is 100 safe and you will be held responsible for any breach in the security of your server CISP complaint payment gateways are the only recommend repository for customer payment information While we provide this feature as a service to our customers we strongly advise against using it Since no encryption method is completely secure we cannot be held responsible for any issues surrounding the storage of your customers payment data Entering in the information below will create a certificate 1 Make sure you enter in a password where prompted as shown below lt The password you enter will be used to view payment data on the order page gt 2 Fill in your Location and company information in the remaining fields 3 Once completed the information below to generate a certificate for encrypting payment 2009 Cart Settings 141 information PLEASE READ PLEASE NOTE Any payment data encrypted with this certificate can only be accessed by the password you enter While you can generate a new certificate
221. r Step 3 of 3 After some time you will get a confirmation message that the thumbnail images ha been successfully generated Global Products Attribute Overview You can use this section to create and manage global product attributes that will appear every time you add a product But remember it will appear only when you assign the global product attribute on the Product Insert 18 or Product Update ze ve page To know more about creating and managing global product attributes click on the links below Create New Global Products Attribute 52 Assign ep Edit 55 Delete oe 2009 52 Springboard Promocart User Manual v3 6 3 2 7 1 Create New Global Products Attribute You can use this option to create global product attributes that will appear every time you add a product To Create New Global Products Attributes follow the steps 1 Click Global Attributes as shown in the Figure 2 24 1 below a 8 e w Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Manage Products Add a New Product Manage Categories Add a New Category fey Manufacturers Bulk Product Loader Ey Bulk Images Loader K Thumbnail Generator ef Global Attributes EI Recommended Products E Gift Certificates Statstcs Recent Orders Last Users Monthly Sales Statisti llari Figure 2 24 1 Global
222. rd Fields control 216 Standard Shipping 17 Start Date 188 Started Overview Getting 7 Statistics Overview 228 Status 65 Stock 17 Stone Edge Order Manager 237 Stone Edge Order Manager Settings 237 Subscriber Email Address 87 Subscribers 86 Subscribers Emails Address 93 Subscribers emails 70 Subscribers list 91 2009 260 Springboard Promocart User Manual v3 6 3 T Taxes 181 Test Email 74 Test Email Address 74 Text Email 74 Text Email Top 70 TextInput 52 Text Input Attribute Parameters 11 Text Length 26 Thumbnail Generator 49 clicking 11 open 11 Thumbnail Image Type 198 Top Bar Height 194 Top Bar Settings 194 Top Bar Visible 194 Track Inventory 17 Transaction Central 142 U Unassign 33 Unchecked 216 Under Promo Codes 189 Under Quantity Discounts 37 Under Search Orders 65 Under Search Users 64 UnderExport Subscriber Email Addresses Update Administrator Profile 104 Update Custom 165 Update Language 138 Update Realtime 162 Update status button 65 Update Your Profile 104 Updates Date Range 74 Updates Email Wizard 74 Updates Subscribers 86 UPS 167 UPS Container 177 UPS Gateway Settings 177 UPS Rate Chart 177 URL 246 URL Transformation 107 Use Global Discounts 186 User Details 64 User Details Page 64 UserName 64 User Session Timeout 115 USPS Configuration 177 USPS Gateway Settings 177 USPS realtime 167 USPS Realtime Configuration 177 USPS Server URL
223. rder follow the steps 1 Click Browse Orders as shown in the Figure 3 2 1 below 2009 66 Springboard Promocart User Manual v3 6 3 Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Browse Orders i Ei Export to QuickBooks Figure 3 2 1 Browse Orders The Orders page will open as shown in the Figure 3 2 2 below Note You can also directly open the Orders page by clicking on the Browse Orders link in the Admin Area Home page 8 2 Under Search Orders enter at least one search criteria from the following Order ID Name Order status Order payment status or Order period for search to be effective You can enter multiples fields to get a more precise result Search Orders Order ID Order status Process k Customer s Last Name Order payment status Any K Order period Any K Figure 3 2 2 Orders 3 After entering the criteria click Search orders button The Order Details page opens with all the information about the selected order s as shown in the Figure 3 2 3 below DI Orders Search Results Orders found 2 Page s Ea Order ID Customer s Name Last Update Status Payment Amount E 5 Julie Smith 05 04 2008 05 21 56 PM Process Pending 785 77 ve E 4 Sam Spade 05 04 2008 05 19 35 PM Process Pending 47 90 ve check all uncheck all Set New Order Status Keep current v Set New Payment Status Keep curren
224. rmation Company Name Company Hame Enter the name of your company Company Address Line 1 Address Line 1 Address line 1 Company Address Line 2 Address line 2 Company City City City Company State State State Province Company Zip Zip or Postal Code Company Country USA Country Company Phone Primary customer service phone number boo XXX XXXX Company Fax Fax XXX XXX XXXX Company Website http www ste cam URL of your corporate website Company Email support ste com E mail address to appear on all invoices Company Slogan Company tagline or slogan to appear on all invoices Save changes Reset form Figure 6 1 3 Company Information Page 5 If you want to cancel or start again click on Reset form button 6 Click Save changes button to save details about Company Information You can view the confirmation message on top of the Company Information page as shown in the Figure 6 1 4 below 2009 Cart Settings 111 Site Settings Company Information kp This is sensitive information please consult your user manual before making any changes D Please note required values are bold D Settings has been successtully saved Figure 6 1 4 Save Confirmation 6 1 2 Global Site Settings This section is used to enter information about administration e mails support e mails and other information about Springboard Promocart To go to global site settings page follow the steps 1 Open 108 t
225. roducts Orders Emails Admins Settings S Shopzilla Data Feed v Sale Prices B iDevAffiiate Integration a Cart Plugins Va Welcome to Cart New Orders statistics Recent Orders Last Users Figure 8 5 1 Cart Plug ins 2 Cart Plug ins Settings page will open as shown in the Figure 8 5 2 below displaying the list of plug ins available to you Cart Plug ins aD Below is a list of plug ins that are currently available to you a Miscellaneous Plugins Various plugins that do not follow under a standard plugin category a Product Feeds Product feeds allow you to quickly import products from selected drop shippers and wholesale vendors Before importing any products make sure you have set up an account with the company you are selling products for Data Export Data Export plugins allow you to export cart data from a cart to third party applications Figure 8 5 2 Cart Plugins Settings 3 Click Product Feeds link Miscellaneous Plugins link or Data Export link to open respective plug ins in Cart Plug ins Settings page To know more about Product Feeds or Data Export click on the links below Product Feeds 241 Data Export 236 Data Export Data Export cart plug in allows you to export marketing related data like google sitemaps to your local computer or to an order management website like stoneedge com To open Data Export page follow the steps below 2009 Marketing 237
226. rs ed Browse Orders EA Export to QuickBooks r Figure 3 1 1 Browse Users The Users page will open as shown in the Figure 3 1 2 below Note You can also directly open the Users page by clicking on the Browse Users link in the Admin Area Home page 8 2 Under Search Users enter at least one search criteria from the following Last Name User Name Company Email Address or Phone Number You can enter multiple fields to get a more precise result 2009 Users amp Orders 65 TD Please enter in your search criteria You need to enter at least one search criteria for search to be effective Search Users Last Name Email Address Username Name Company Phone Number Sead Reset Search Figure 3 1 2 Users 3 After entering the criteria click Search users button The User Details page opens with all the information about the selected user s as Shown in the Figure 3 1 3 below g Users Search Results Users found 1 Username Name Company Email Address Q test test test test test com 206 Users found 1 Figure 3 1 3 User Details Page 4 You can view or edit account billing information Cl browse all orders Se id and delete user from User Details ee page by clicking on the respective icons 3 1 2 Search Orders This section helps in searching an order You can edit delete an order in the Springboard Promocart You can also view the details of an order To search an o
227. rs page opens as shown in the Figure 6 38 1 194 below Note Click Preview Site link on top of the Edit Site Colors page 194 to view the site how it looks 3 Click the edit icon in Edit Site Colors page to customize the colors of the respective sections i e Body Site Bars Box Page Catalog and Form in the Figure 6 38 1 below 2009 194 Springboard Promocart User Manual v3 6 3 Ai Preview Site Update Site Top and Bottom of Body Body background H a a Site Site background FFFFFF a Site border D0D0D0 SW Site text 696969 mi Site link 0E4369 mz Site link hover 06E05 a at Form Form header background FFFFFF EA Form header text 000000 z a Form items text 333333 a Form comments text 999999 a Form input 006666 a Form separator background FOFOFO of Form separator text 000000 a of Form border i3adad a save changes Reset form Figure 6 38 1 Edit Site Colors Page 4 If you want to cancel or start again click on Reset form button 5 Click Save changes button to update the site colors 6 9 3 Edit Site Layout In this section you can edit site width change top navigation bar settings change placement of boxes on the pages and add custom boxes To edit site layout follow the steps 2009 Cart Settings 195 1 Open it the Appearance Settings page 2 Click Edit Site Layout in the Appearance Settings pa
228. ry 3 Category Properties Enter the following information a b Category Name Type the name of the category Category Key Used for bulk uploading of products with the bulk loader feature It may be the same as the category name but without Spaces example Music_and_Movies Category Header Here you can add an additional information about the category mainly for SEO purposes Meta Keywords Title and Description In these fields you want to input your meta information for SEO purposes Is Category Visible to Users Uncheck the box if you don t want this category visible to the user Otherwise let it remain checked By default the box is checked List Subcategories on Catalog Page Check the box if you want to list subcategories on the Catalog Page Otherwise let it remain unchecked Priority Use priority to have products listed higher within Springboard Promocart You can select this on a scale of 1 to 10 where 1 is given the highest priority The higher the number the higher the product will be listed 2009 Categories amp Products 13 Note All categories at the same level in a catalog tree are sorted by priority Categories with the same priority are sorted alphabetically off Category Properties Category Name Category Key ID m e 7 Ji iT Category Header Meta Keywords Meta Title Meta Description Is category visible to users A List subcategorics on catalog pag
229. ry To Add a New Category or Subcategory follow the steps 1 Click Add a New Category as shown in the Figure 2 1 1 below n a 8 Categories amp Users EI Manage Manage Cart Products Orders Emails Admins Settings Add a New Product Manage Categories E Add a New Category ey Manufacturers Bulk Product Loader Ey Bulk Images Loader Ka Thumbnail Generator f Global Attributes al Recommended Products E Gift Certificates Sales This Month Figure 2 1 1 Add a New Category Reports Marketing Statistics Recent Orders Last Users Monthly Sales Statistics for May Dollar The Category Insert page opens 2009 12 Springboard Promocart User Manual v3 6 3 Note You can also open the Category Insert page directly by clicking on Adda New Category link in the Admin Area Home page 8 2 Parent Category Select Category Root to create a new category as shown in the Figure 2 1 2 12 below Marketing Tip Keep you category names very short and specific Note Select any parent category from the available categories to add or create a child category Subcategory under it You can also add a subcategory by clicking Add Subcategory Ka icon from Manage Catalog Categories page 151 Lal Category Insert ky Please note required fields are bold Category Properties E Parent Category Select Parent Category Figure 2 1 2 Parent Catego
230. s ep Import Emails Addresses Choose import format Emal per ine L Paste Email Addresses Here Save changes Figure 4 9 2 Import Email Addresses 4 If you want to cancel or start again click on the Reset form button 5 Click Save changes button to import the email addresses to the subscribers list 4 8 Export User Email Addresses You can use this section to export user email addresses For exporting user email addresses follow the steps 1 Click Export User Email Addresses as shown in the Figure 4 10 1 below 2009 92 Springboard Promocart User Manual v3 6 3 ei n Categories amp Users amp Manage Manage Reports Marke ting Products Orders Emails Admins Settings ON Product Update Email Wizard g Sent Email Archive V Default Email Top amp Bottom i Notification Emails Ey Subscriber Email Addresses 2 amp Import Email Addresses S Export User Email Addresses SS Export Subscriber Email Addresses Ga Check Bounced Email Addresses I 1 Figure 4 10 1 Export User Email Addresses Le Welcome to ers Last Users New Orders Monthly Sales Stati The Export User Email Addresses page will open as shown in the Figure 4 10 2 93 Note You can also directly open the Export User Email Addresses page by clicking on Export User Emails link in the Admin Area Home page 8 2 Under Export User Email Addresses select from the
231. s Conversion Tracking Adwords Conversion Tracking 8 Activate Adwords Conversion Tracking Code To begin to track Adwords conversions you will need to sign up for a Google Adwords Account Once you have an account you will need to activate Conversion Tracking within the Adwords Account management area and paste the code provided to you in the text box on the right For addition information on Adwords conversion tracking please reference the help files Found within your Google Adwords Management area Click here to sign up of an account on Google Save changes To begin to track Adwords conversions you will need to sign up for a Google Adwords Account Once you have an account you will need to activate Conversion Tracking within the Adwords Account management area and paste the code provided to you in the text box on the right For addition information on Adwords conversion tracking please reference the help files found within your Google Adwords Management area Click here to sign up of an account on Google 2009 Index 251 Index A Account 115 Account Access 115 Account Active 99 Account Blocking 115 Active Language 202 Add 136 New Attribute 11 New Category 11 New Product 11 New Quantity Range 11 Product Attribute 11 Add Attribute 55 Add Custom Currency 133 Add Custom Field 216 Add Forms Control 218 Add Product 52 Add Product Page 52 Add Secondary Image 39 Add Shipping Rates 174 Additiona
232. s Drop Down Yes No wv Figure 6 49 2 Add Forms Control Custom Fields page 3 Click on Create a New Custom Field link to open Custom Field Insert page as shown in the Figure 6 49 3 below 3 Custom Field Insert D This section allows you to edit custom field properties f Browse custom fields Category Propertes ef Custom Field Properties Field Type Text Box Field Name Field Caption Is This Field Available Is This Field Required F Add this Field To Registration Form Priority 1 Maximum text length 20 Figure 6 49 3 Custom Field Insert 2009 218 Springboard Promocart User Manual v3 6 3 4 Scroll down to Custom Field Properties and then enter the following information a Field Type Use the drop down menu to select the type of field Text Box Drop Down Radio Buttons Checkbox and Text Area b Field name Enter the name of the field c Field Caption Enter the caption of the field d Is this field available Select this checkbox to make this an available field e Is this field required Select this checkbox to make this a required field f Add this field to Use the drop down menu to select a section to which this field will be added g Priority Assign a priority to this field from the drop down menu You can select this on a scale of 1 to 9 where 1 is given the highest priority h Maximum text length Enter the maximum length of the text to be typed in the field Note
233. s Page 2009 202 Springboard Promocart User Manual v3 6 3 3 If you want to cancel or start again click on the Reset form button 4 Click Save changes button to save the image settings 6 9 5 Edit Site Headers Text and Images This section will allow you to upload site default names images and header text such as Checkout Search Categories My Cart etc You can also choose the header set from the 15 pre defined sets To edit site headers text and images follow the steps 1 Open ist the Appearance Settings page 2 Click Edit Site Headers Text and Images in the Appearance Settings page Edit Site Headers page opens 3 Header Set Select Header Set from the Pre defined Custom Header Set drop down menu and click Use This Set button to use this header set with Active Language as shown in the Figure 6 41 1 below Note You can view the header set automatically in front of Preview as soon as you select it in Pre defined Custom Header Set drop down menu WW Choose a pre defined Header set Choose Set to Use with Active Language gist Setl3 150x25 Se05 15025 Set10 150x25 Sette aS Preview Checkout lt 4 Figure 6 41 1 Header Set 4 Select the language from Choose language to edit drop down menu under Current Headers Set 5 Enter header text in the Caption box and click Browse of the respective sections to upload the image image types are JPG GIF and PNG in Edit Site Headers page a
234. s Peed E Bese Orcas Cents a Mare Acco Eveo n Data Peed E ciori hy heres pcos Tor phe Dam Frima e ffats minr RH Ceibsre Reports Tere E Fett Figure 1 1 2 Admin Area Home page 3 Click Global Cart Settings in Cart Settings 4 In Global Cart Settings wm page d b Click Company Information and enter all relevant information about your company Click Global Site Settings and enter information about administration e mails support e mails site name and URL information Keep in mind this information will be presented to your customers from the cart and via e mail The e mail address you enter is not used for admin notifications it is only presented to the customer Admin notifications are set up through the Manage Admins area 5 Click Payment Methods in Cart Settings 6 In Payment Methods 142 Quick Setup page select the payment methods 2009 Getting Started Overview 9 you will be accepting Be sure to click the edit icon to make adjustments and enter in text for the cart 7 Click Shipping Management in Cart Settings 8 In Shipping Management 167 page select the shipping method you will allow your customers to use Springboard Promocart has the ability to get real time rates from Fed Ex UPS and USPS You can also create your own custom methods 9 Click Edit Taxes in Cart Settings if applicable 10 Select the states countries where you will be charging tax and e
235. s shown in the Figure 6 41 2 below Note You can remove a particular image by clicking on Delete This Image link 2009 Cart Settings 203 under Current Headers Set A pop up appears asking for confirmation Click OK button You can also Delete All Images at once by clicking on Delete All Images link under Current Headers Set in the bottom of the Edit Site Headers page A pop up appears asking for confirmation Click OK button CH Please Select Headers Mode Set Header as Background Image CH Current Headers Set Description Choose Language to Edit Categories Box Header Signup for our newsletter Box Header Checkout Box Header My Profile Box Header About this product Box Header Order Product Box Header Manufacturers Box Header Related Items Text Buttons Background Figure 6 41 2 Edit Site Headers Page Yes we cave changes Caption Image Alt Text Engish L Sagnup for our newsletter Checkout My Profile About this product Order Manufacturers Related Items Browse Current image 175x25 pixels 1 99kb file size Delete This Image W Delete all images Save changes Reset form 6 If you want to cancel or start again click on Reset form button 7 Click Save changes button to upload your headers to the cart 2009 204 Springboard Promocart User Manual v3 6 3 6 9 6 Edit Site Buttons Text and Images This section will allow you to upload
236. s users and orders data This will also affect some statistics data Emails Archive nt email archive ES mT J Vi o a Gl Statistics Removes site traffic statistics check all uncheck all Figure 6 57 1 Clear Database 4 If you want to cancel or start again click on the Reset form button 5 Click Clear database button to delete the data 2009 Top Level Intro This page is printed before a new top level chapter starts Part 228 Springboard Promocart User Manual v3 6 3 Z I Charts and Reports This section will give your statistics details To know specifically about the following sections click on respective links below Charts 228 Reports 230 Charts In this section you can view monthly graphical representation of total pages viewed unique hosts and sales in US Dollars To view this data follow the steps 1 Click Charts as shown in the Figure 7 1 1 below xs S amp d Categories amp Users amp Manage Manage Cart Reports Products Orders Emails Admins Settings ee Mp Reports Figure 7 1 1 Charts Marketing 2 The Charts page will open as shown in the Figure 7 1 2 229 below Note You can also open the Charts page directly by clicking on Charts link in the Admin Area Home page 8 3 Inthe Charts page under Select Period amp Charts Type select a month year and chart type Bars Lines Dots etc from the drop down menu
237. s with a product so that it would appear every time you add a product To know how to Assign Existing Global Attributes with a product click here 5 Un check the Is Active check box in Product Attributes to hide the product attribute on the site By default the box is checked and the attribute is active on the site A3 Product Update Please note required fields are bold Decimal points and commas are accepted in The Product Price and Weight fields D Delete this product Product source DollarDays com Product Info Attributes Inventory Recommended Products Promotions Quantity Discounts Secondary Images S Product Attributes Active Inventory Attribute Name Attribute Caption Priority Options v color color 5 v blue D pink purple green red of Add a New Attribute Attribute Name Attribute Caption Priority v Attribute Type Drop down e Options Text Length Is this Atribute Active d Track Inventory By This Attribute d e ed to ente e e e A esa e er e E e e size e ew sele Small f 25 0 25 Decrease price by 25 decrease weight b Medium 10 4 1 ecrease price b Large 0 2 X Large 10 00 _Apply Changes 44 Edit previous product Edit next product gt gt Save changes Reset form 2009 Categories amp Products 29 2 2 3 3 Figure 2 7 1 Product Attributes 4 You can modify all the parameters under the Product Attributes 5 If you want to reset the f
238. se note that these numbers do not represent real card accounts they will return a decline in live mode and an approval in test mode Any expiration dates after the current day s date can be used with these numbers 370000000000002 American Express 6011000000000012 Discover 5424000000000015 MasterCard 4007000000027 Visa 7 Set Auth Type to AUTH_CAPTURE or AUTH ONLY depending on the how you would like Authorize net to handle your transactions default is AUTH CAPTURE 8 Make sure your currency code is set to USD At this time Authorize net is only accepting transactions in US DOLLARS 9 Enable the credit cards you have set up on the Authorize net system Do not enable credit cards that are not associated with your Authorize net account this will only cause confusion with your customers 10 Enter in the messages you would like to appear on the both the payment and thank you page 2009 Cart Settings 149 11 Click save settings and log out 6 2 1 3 Setting Up Linkpoint com Important The LinkPoint com payment gateway requires a digital certificate to be uploaded to the cart for it to send and receive payment transaction data This gateway will not work unless this certificate has been uploaded to the cart When you activate this gateway you may notice a certificate is already present this is simply an example certificate and it will need to be replaced with the certificate you receive from LinkP
239. sents what data type Product ID Product Name Price etc Demo Cart uses Product ID as its data key so products with a duplicate Product ID will be overwritten with the new data This is a 3 step process and the data will not be stored until the final step is complete Please note Products with undefined weight and shipping price will be automatically marked as Free Shipping Please fill this form very carefully Bulk Uploading Step 1 Uploading Settings Select Category Beads amp Beading Children s Art Construction Paper Craft Kits Craft Supphes Crayons amp Chalk Floral Supply Musical Instruments Scrapbook Supphes Wi gt Figure 2 21 2 Default Products Category 3 Uploading Settings Enter the following information a Data Separator Select from the drop down menu comma or semicolon which is used as a data separator b Data Update Rule Select from the drop down menu if the bulk loader has a duplicate Product ID should it overwrite the existing data with the bulk loaded data keep it and add new clear all the products from the selected category first and then add a new bulk loaded data or update existing products only c Uploaded Products Availability Use this option to enable disable display of these products on Springboard Promocart Select from the drop down menu Products Are Available For Sale if you want to display these products on Springboard Promocart Otherwise select Products Are Not A
240. set the form click on the Reset form button 5 Click Save changes button to update the information 6 11 3 Delete Custom Field You can use this option to delete a custom field To delete a custom field follow the steps 1 Open 2s the Add Forms Control Custom Fields page 2 Click on Delete Custom Field icon A popup confirmation box will appear as shown in Figure 6 51 1 below 2009 220 Springboard Promocart User Manual v3 6 3 6 12 Microsoft Internet Explorer e S K Do you really want to delete this selected Field cel Figure 6 51 1 Delete Confirmation 3 Confirm deletion process by clicking OK button File Manager This section will allow you to manage your files on your website You can edit and delete files using this section For managing your files follow the steps 1 Click File Manager as shown in the Figure 6 52 1 below m F i w amp Q B J Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Payment Methods Gel Shipping Management B Edit Taxes E Edit Discounts amp Promo Codes AA Appearance Settings Edit Text Pages Forms Control Custom Fields welcome to Cart New Orders Statistics Re 3 stati Sales Today 0 00 S H Figure 6 52 1 File Manager File Manager Database amp Back up Tools Bole Launch File Manager page will open as sho
241. ss Checkout 142 Online HTML Editor 83 PayPal Pro 142 Open Clear Database 225 Phone 124 Open Custom Field Phone Number 64 Edit Custom Fieldicon 218 POP3 email 128 Open Data Export 222 POP3 email account 128 Open DollarDays com Import 241 POP3 Server 128 Open DollarDays com Import Settings 241 POP3 ServerName 128 Open Files Manager 220 POP3 Server Password 128 Open Google Site Map Export 246 POP3 Server Port 128 Open Stone Edge Order Manager Settings 237 POP3 Server Username 128 Open Your Administrator Profile 104 Popup 224 Order Details 65 Pre defined Custom Button Set 204 Order Details Page 65 Pre defined Custom Header Set 202 Order ID 65 Pre defined Image Set 205 Order Manager 237 Preview Email icon 79 Order Pages 115 Preview Site 193 Order Settings Overview 141 Price 44 Order status 65 Shipping 17 2009 258 Springboard Promocart User Manual v3 6 3 Print Invoice Height 124 Printable Invoice Settings 124 Printable Invoice Settings Page 124 Priority 170 Product 17 Bulk Uploading 11 Inventory Tracking 17 Recommend Family 11 Secondary Images 23 Product Attribute 29 Add 11 Delete 11 Edit 11 Product Attributes Overview 51 Product Available 17 Product Categories 44 Product Description 238 Product Email Wizard 74 Product Family 58 Recommended Products 56 Product Family Properties 58 Product Feeds cart 241 Product ID 44 Product ID s categories 241 Product Info 23 Product Layout 74 Product level 1
242. ssage message Di lt div div gt Cp style margin 0 align left gt To use this gift certificate p You must enter first name las Plessa ereintset we at ome hare I Save changes Reset form 6 Click on Edit HTML Online jn order to edit HTML style pages 7 Once done click on the Save Changes button to save the changes you have made 2009 62 Springboard Promocart User Manual v3 6 3 here or click on the Reset Page button to undo all your changes 2009 Top Level Intro This page is printed before a new top level chapter starts Part 64 Springboard Promocart User Manual v3 6 3 3 1 3 1 1 Users amp Orders Browse Users and Orders Overview This section is used to search view or edit users and orders for account billing information as well as for browsing address book and orders for a user You can also delete user profiles and orders It has three sub sections Search Users a Search Orders ee Export to Quick Books er Search Users This section helps in viewing or editing user s account billing information and browse user s address book It also helps in removing user s profile To search users follow the steps 1 Click Browse Users as shown in the Figure 3 1 1 below E EN e RS n Categories EI Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Panl Browse Use
243. t Color Scheme amp Choose a color template Menu Header Page Header Menu text Page text Menu text 9 Input Caption P Header Product 1 Product 2 Product 3 bottom menu Select a Color Template Cart Default active Edit current template Create a New Template Demo Cart allows you to create your own custom color templates To create a new template 1 Select the color template that dosely matches the colors you want or select blank 2 Select YES for Do You Want To Create A Custom Color Template 3 Enter in the name of the template you will be creating 4 Press Save Changes and you will be taken to our custom color page where you can further define the colors of your template Do you want to create a new Color Template No e Name of the New Color Template Save changes 2009 Cart Settings 193 Figure 6 37 3 Site Color Templates 8 After creating a new custom template or editing an existing template select the new or updated color template from Select a Color Template drop down menu under Choose a color template 9 Click Save changes button to make it the active template and change the site colors 6 9 2 Edit Site Colors In this section you can edit site colors To edit site colors follow the steps 1 Open the Appearance Settings page 2 Click Edit Site Colors in the Appearance Settings page Edit Site Colo
244. t Insert e or Product Update a page click Product Promotions tab to open Product Promotions ze page Note You can also delete the product from the Product Promotions page To delete the product click Delete this product link on top of the page 2009 Categories amp Products 35 3 Enter the following information in the Product Promotions page d Minimum Number of this Product Enter the minimum quantity of this product a customer must order to receive the free product s By default 1 is selected Free Product Quantity Enter the quantity of the free product that the customer will receive once he she buys the minimum order needed to receive the free product By default 1 is selected Maximum number of free product Enter the maximum number of free product a customer is allowed to receive per order By default 999 is selected Charge shipping for this free product Select Yes from the drop down menu if there are shipping charges for this free product otherwise select No By default No is selected Type in the product name or ID of the free product Enter the free product name or ID to automatically search the free product from the database Then click on the free product to add it to the free product list Note You can also delete a free product by selecting it from the free products list and then clicking Remove Selected link below the list of free products r Product Update
245. t You can also select All States Provinces Min Max Weight Enter the minimum and maximum weight and select from the drop down menu that it Include range or Exclude range Additional Fee Enter the additional fee and depending on whether it is a percentage of shipping charges or a fixed amount in dollars selects the value from the drop down menu Priority Select the Priority from the drop down menu You can select this on a scale of 1 to 10 where 1 is given the highest priority The higher the number the higher will be the listing Hidden Select Yes from the drop down menu if you want to hide this Shipping Method otherwise select No 2009 172 Springboard Promocart User Manual v3 6 3 6 3 2 Shipping Management This section allows you to control the shipping methods of the cart You can choose not to have the cart calculate shipping or you can choose FedEx UPS or USPS real time shipping You can also choose to create a custom shipping program Shipping Settings Real Time Methods Custom Methods Real Time Shipping Configurations dh Add A New Realtime Shipping Method O Carrier Method Name Intematinal Methods E Canada Post Regular Canada Post Expedited Canada Post Xpresspost Canada Post Pnonty Couner v Country SSC State Province All States Provinces A Alberta British Columbia Manitoba New Brunswick e l a Min Max Weight 0 01 150 Include range e Additional Fee
246. t look be sure to use HTML G Click here to edit Appearance Settings Default Images Layout and Colors kp To add images to this page the images need to be moved to the http Gage com images custom folder You can do this moving the images via FTP or cick here to use file manager Remember your HTML code needs to have the full path to the images d Please note required fields are bold Page Propertes m Common Page Information Short Name like page_name Page Title For Menu Is This Page Visible Yes Priority used for sorting 5 Meta Keywords Meta Title Meta Description Figure 6 47 3 Common Page Information 5 Link Locations Select Yes from the drop down menu for Top or Bottom wherever you want the link locations and choose No for the other option as Shown in the Figure 6 47 4 below a Link Locations Top Yes we Bottom Figure 6 47 4 Common Page Information 6 Page HTML Enter text in the Page HTML box 7 You can also create an eye catching description by clicking Edit HTML Online in Page HTML 2009 Cart Settings 215 6 10 2 6 10 3 b Page HTML Edit HTML Online Save changes Figure 6 47 5 Page HTML 8 If you want to cancel or start again click on Reset form button 9 Click Save changes button to save details about the new text page You will get a confirmation message that the new page has been added successfully Edit a Text Page To
247. t x V Send notification to user when order completed Print selected Update status Orders found 2 Page s Eg 2009 Users amp Orders 67 Figure 3 2 3 Order Details Page 4 You can view or edit the selected order details i print invoice ei and delete orders from Order Details ee page by clicking on the respective icons Note You can also set new order and payment status for an order from Order Details ee page by checking the order box and then selecting the new status from the drop down menu Click Update status button to save the changes Similarly you can print and delete an order by selecting an order and then clicking on the appropriate buttons at the bottom of the from Order Details ee page Export to Quick Books QuickBooks is designed for small business operators making the move from paper or spreadsheet based accounting it helps to organize information quickly and easily With QuickBooks accounting and financial tasks are fast and easy QuickBooks tracks all your financial information from invoices and bills to inventory and purchase orders To go to Export to Quick Books follow the steps 1 Click Export to Quick Books as shown in the Figure 3 3 1 below ia x 8 af Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings 4 Browse Users ed Browse Orders Ei Export to QuickBooks KE Bannen ha Figure 3 3 1
248. tegories page 15 You can also add a new category from the Manage Catalog Categories page To add a new category click Add a New Category link on top of the page Welcome admin Today is May 4 2008 Demo Cart Ver 3 6 0 LJ Manage Catalog Categories Manage Categories Manage Products Add a New Product Click to Add a New Category Product Category Name Add a New Category E arts amp Crafts P gt Manufacturers Beads amp Beading SLL gt Bulk Product Loader Children s Art EA gt Bulk Images Loader Construction Paper v ki gt Thumbnail Generator Craft Kits EA gt Global Attributes Craft Supplies i ki Create New Attribute Crayons amp Chalk 5 gt Recommended Products Floral Supply wv be New Product Family Musical Instruments a be Scrapbook Supplies v Z Figure 2 2 2 Manage Catalog Categories 3 Click Edit Category w icon for the category you want to modify 4 The Category Update page opens as shown in the Figure 2 2 3 16 below where you can modify all the parameters of that category Note You can also delete the category from the Category Update page To delete the category click Remove this category link on top of the page 2009 16 Springboard Promocart User Manual v3 6 3 La Category Update Please note required fields are bold Remove this category Category Properties Parent Category Select Parent Category kb
249. tem tracking by removing the per item Sregion State variables within this code Please refer to Google Analytics documentation fScountry Country additional information G Hj Important Site tracking will not work until you replace the example tracking ID UA xxxxxxx with an actual tracking ID provided to you when you sign up For Google Analytics Please do not activate this code until you have added your tracking ID y Click here For more information regarding Google Analytics Click here to sign up of an account on Google Save changes 2009 Marketing 249 Before Google Analytics can begin to report ecommerce activity on your website you must enable ecommerce tracking on the profile settings page for your website within Google Analytics Once that is complete you can active the Conversion Tracking Code and start tracking conversions through Google Analytics Since the code provided may change it is strongly suggested you refer to the documentation provided by Google to make sure you are using the most up to date method for tracking This code passes the following information over to Google Analytics for tracking purposes Order ID Tax Shipping City State Country Additionally this code will track individual items in each order including Order ID necessary to associate item with transaction Product ID SKU Product name Category Unit price Quantity You will have the optio
250. the D Icon O Gift Certificates Show AN Gift Certificates Client s Name Voucher Number Balance Date Ordered lamb mary 797627720340398 S 1000 00 2008 05 07 15 13 50 4 You would then be able to edit any of the fields as shown below Fie 2009 Categories amp Products 61 Gift Certificates a On this page you can manage gift certificates purchased through your cart Gift Certificates Settings Gift Certificates Email d Modifying this information could cause a certificate to beign invalid m Gift Certificate Information FirstName mary Last Name lamb Balance 4000 00 Voucher 797827720340298 Save changes Reset form 5 In order to edit the emails that get sent when someone purchases a gift certificate click the Gift Certificates Email tab to edit the email that is sent to the recipient of the certificate as shown below Gift Certificates Settings Gift Certificates Email iw Gift Certificate HTML Email Edit HTML Online table border U cellpadding U cellepacing U bordercolor fOO0000 lt tr gt td style width 442px padding left 3530p gt Ou style padding 3Ups ZUps Alps U gt p style margin 0 align right gt Youcher Code voucher D gt lt div gt ediy style padding 0 0 50px 0 gt p style margin 0 align left gt mM To firest_ name Slast_name Gift Amount gift_amount pr From from_name lt br gt Me
251. tive information please consult your user manual before making any changes kp Please note required values are bold kp Settings has been successfully saved Figure 6 3 2 Save Confirmation Security Settings This section is used to manage the following information Cookie Prefix User Session Timeout Order Timeout Account Blocking on failed payment transactions Number of hours Account is Blocked Number of time Account Access can fail before access is denied etc To go to security settings page follow the steps 1 Open 108 the Global Cart Settings page 2 Click Security Settings The Security Settings page will open as shown in the Figure 6 4 1 117 below 3 Security Settings Enter the following information a Security Mode Select Complete security mode from the drop down menu if you would like to make checkout pages secure otherwise select Standard security mode By default this is Standard b Security Cookies Prefix Enter the prefix the system will use for cookies By default this is CartUserCookie c Security User Cookie Timeout Enter the number in seconds in the user session after which a user is logged timed out for remaining inactive By default this time is 36000 seconds d Security Order Cookie Timeout Enter the number of seconds on the Order Pages before a user is logged timed out for inactivity By default this time is 36000 seconds e Security Account Blocking This determines if a user
252. to edit custom payment methods To update custom payment method settings follow the steps Open 142 the Payment Methods Quick Setup page Click Update Payment Method Settings icon for the Custom Payment Method you want to edit 3 The Payment Method Update page opens as shown in the Figure 6 22 1 166 where you can edit all the parameters Note The only difference between update in realtime processing and update in custom payment method is Payment Server Settings section In realtime processing there is Payment Server Settings section 2009 166 Springboard Promocart User Manual v3 6 3 E Payment Method Setup Custom Method Update ky Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties f Payment Method Properties Payment Method Name Custom Method Is This Method Available Yes T v Protocol HTTPS v O Priority L5 v Payment Form Title Payment Form Title Custom Method i v Message you would like to appear on the Payment Pagee Edit HTML Online Call me to place this order Message you would like to appear on Thank You Page Edit HTML Online Thank You Reset form Figure 6 22 1 Update Custom Payment Method Page 4 If you want to cancel or start again click on the Reset form button 5 Click Save changes button to update the information 6 2 6 Delete Custom Payment Method You can use this opti
253. to handle your transactions default is AUTH CAPTURE 2009 160 Springboard Promocart User Manual v3 6 3 8 Make sure your currency code is set to USD At this time Authorize net is only accepting transactions in US DOLLARS 9 Enable the credit cards you have set up on the Authorize net system Do not enable credit cards that are not associated with your Authorize net account this will only cause confusion with your customers 10 Enter in the messages you would like to appear on the both the payment and thank you page 11 Click save settings and log out 6 2 1 10 Setting up Authorize Net eCheck Net Steps for setting up an Authorize net eCheck Net account in the cart 1 Get an Authorize net account Springboard Promocart uses the ADC Direct response method Version 3 1 Simple Integration Method 2 Go to Cart Settings gt gt Payment Methods and activate the Authorize eCheck Net gateway Important You will need to have an SSL Security Certificate set up to transfer credit card information securely tothe gateway 3 Enter in your Authorize net Login API Login and Transaction Key 2009 Cart Settings 161 E Payment Method Setup Authorize Net eCheck Net Update Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties of Payment Method Properties Payment Method Name Aut
254. u can use this section to add a custom field To insert a new custom field follow the steps 1 Click Forms Control Custom Fields as shown in the Figure 6 49 1 below 8 d Categories amp Users amp Manage Manage Cart Reports Marketing Products Orders Emails Admins Settings Payment Methods Gel Shipping Management i Edit Taxes E Edit Discounts amp Promo Codes Va Welcome to Cart New Orders statistics Re ay SES by Appearance Settings SR A IS Edit Text Pages CH Forms Control Custom Fields kl File Manager el Database amp Back up Tools Stat Sales Today 0 00 n I E Figure 6 49 1 Forms Control Custom fields 2 Add Forms Control Custom Fields page will open as shown in the Figure 6 49 2 below Note You can control the Standard Fields by clicking on the radio button Required Not Required and Not Available after each field Once selected click Save changes button to update 2009 Cart Settings 217 CH Forms Control amp Custom Fields ___ Enable Disable Fields T_ Standard Fields Control Required Not Required Not Available Company Name in Billing Information Address Line 2 in Billing Information Phone in Billing Information Company Name in Shipping Information E Address Line 2 in Shipping Information bei Create a New Custom Field Form Field Name Type Active Required of Registration Form like_u
255. uct Name Fotomac Monument Landmark Frodu ID ProductID USAPotomac USAMonument USALandmark Price Price 6 5 7 9 8 5 Marufaciurer ID Manufacturer ID CAO CAO CAD Le Weight Unit Weight 0 3 0 3 0 3 b Taxable Is Taxable Yes Yes Yes Description Description Body Full lt br gt W Body Full lt br gt W Body Full lt br gt W Overview Overview 5x 56 6 1 4 54 6x60 Agribute OpGons 1 Attribute Optio Single Stick 5 Single Stick 5 Single Stick 5 Agribute Name 1 Attribute Name options options options Attribute Caption 1 Attribute Capt Bundle Type Bundle Type Bundle Type Figure 2 21 5 Bulk Uploading Of Products Step 2 of 3 7 Select the respective titles for the data in the lines from the drop down menu 8 Click Back button to go back to Bulk Uploading Of Products Step 1 of 3 page 9 Click Insert into DB button to go to the next step The Bulk Uploading Of Products Step 3 of 3 page will open as shown in Figure 2 21 6 This page will show the complete details regarding the Bulk uploaded products 2009 Categories amp Products 47 2 5 gt Bulk Uploading Of Products Step 3 of 3 New Products 19 Updated Products 0 Used fields Category Keys Name Product ID Price Manufacturer ID Unit Weight Is Taxable Description Overview Attribute Options 1 Attribute Name 1 Attribute Caption 1 What do you want to do now Start loading products again Manage Product Figure 2 21 6
256. uide To Bobsledding A Swamp Critters Christmas Cassette All Around Town Children s Game Retail 65 00 Allerfed Cold and Allergy Tablet PE Formula Angels in the Realms of Glory 2 Piece Cassette Apple Salt amp Pepper Mills Argentina Children s Book Argentina Welcome to My Country Book AZZURE Junior Premium Urban Denim Jeans Bait Shop Birdhouse Bangles Galore 16 Piece Set Basic Guide To Figure Skating Figure 2 5 3 Search Results 6 Click Edit Product icon la for the product you want to modify 7 The Product Update page opens as shown in the Figure 2 5 4 26 where you can modify all the parameters of that product Available Yes Yes Yes Products found 24176 Page s ES SCH 3 wb S ba 7 FEBA Ilaz Price 1 32 1 00 0 26 12 30 1 12 0 32 5 00 28 47 11 09 1 20 1 00 SEL SET v 6 BEE SEL v 6 SEL BEE SET SEL SEL BEL SET below Note The Product Update page opens under the Product Info tab as shown in the Figure 2 5 4 a below You can also delete the product from the Product Update page To delete a product click Delete this product link on top of the page 2009 Categories amp Products 25 2009 Product Update Please note required fields are bold Decimal points and commas are accepted in The Product Price and Weight fields D Delete this product
257. under Upload a New Secondary Image s and navigate to the image that you would like to upload for the product Note Uncheck the Is this image visible on user site box if you want to hide the image on the user site Otherwise let it remain checked if you want this image to be visible on the user site By default the box is checked Product Info Attributes Inventory Recommended Products Promotions Quantity Discounts Secondary Images Upload New Secondary Image s Secondary Image File 1 Browse d Is this image visible on user site Secondary Image File 2 Browse J Is this image visible on user site Secondary Image File 3 Browse V Is this image visible on user site 44 Edit previous product Edit next product gt gt Figure 2 14 1 Upload a New Secondary Image s 4 If you want to reset the form click on the Reset form button 2009 Categories amp Products 39 5 Click Save changes button to upload the secondary image s for a product 2 2 7 2 Edit Secondary Image s You can use this option to decide whether to display the secondary image s for a product on the user site or not To edit secondary image s for a product follow the steps 1 Open the Product Insert 1 or Product Update 23 page 2 In the Product Insert 18 or Product Update 2 page click on the Secondary Images tab 3 You can view the added secondary image s under Product Secon
258. ure 4 4 2 Top and Bottom for HTML Email 3 Further you can create an eye catching top and bottom for HTML Email by clicking Edit HTML Online in Top and Bottom for HTML Email as shown in the Figure 4 4 3 below Top for HTML Email Edit HTML Online WHG B Z U ac x x i um JF 2 Ga amp 2s HOn A B g A ee ae KC e Font family 7 Font size e SCompanyNamejhtmlispecialchars EmailTitlejhtmispecialchars J uw Sil amp iii o l o o Path table tbody tr td A W Bottom for HTML Email Edit HTML Online el 21 BR Z U x SS ee SS om 2 2 X Ga Bl MAS bLiZ e n _ A A Font family Fontsize w sCompanyName htmlispecialchars Path E Figure 4 4 3 Online HTML Editor in Top and Bottom for HTML Email 4 Top and Bottom for Text Email You can edit the top and bottom for Text Email by clicking on the respective box 2009 Manage Emails 83 L Top for Text Email L Bottom for Text Email Save changes Reset form Figure 4 4 4 Top and Bottom for Text Email 5 If you want to cancel or start again click on Reset form button 6 Click on Save changes button to edit the Top and Bottom Email Templates You can view the confirmation message on the top of the Top and Bottom Email Templates page as shown in the Figure 4 4 5 below Top and Bottom Email Templates a To add images to the top and bottom page the images need to be moved to the
259. ure 6 7 2 Save Confirmation 6 1 9 Printable Invoice Settings This section allows you to set print invoice height and manage the company information for the printable invoice page To go to Printable Invoice Settings page follow the steps 1 Open the Global Cart Settings page 2 Click Printable Invoice Settings The Printable Invoice Settings page will open as shown in the Figure 6 8 1 125 below 3 In Print Invoice Height enter the default height of invoice sheet in pixels By default this is 950 pixels This is the only mandatory field 4 You can also select Yes from the drop down menu for the company information such as Company Name Address Phone Logo Alignment etc you want to add in the printable invoice page 2009 Cart Settings 125 O Site Settings Printable Invoice Settings a This is sensitive information please consult your user manual before making any changes Please note required values are bold Printable Invoice Settings Printable Invoice Settings Print Invoice Height 950 Default invoice sheet height in pixels default value 950 Printable Invoice Company Name Yes Do you want to add company name in printable invoice default value YES Printable Invoice Company Address Yes Do you want to add company address in printable invoice default value YES Printable Invoice Company Phone Yes e Do you want to add company phone number in printable i
260. vailable For Sale if you do not want to display these products on Springboard Promocart Incase you would like to display some of the products this has to be done manually What is being used to separate the data Comma Data Update Rule Overwnte Existing Data Add New v Uploaded Products Availability Products Are Available For Sale v Figure 2 21 3 Uploading Settings 4 Click Browse to select the CSV file with products data Choose CSV file from local drive Browse_ Upload file Reset form Figure 2 21 4 File With Products 5 If you want to reset the form click on the Reset form button 6 Click Upload file button to save the data The Bulk Uploading Of Products Step 2 of 3 page will open as shown in the 2009 46 Springboard Promocart User Manual v3 6 3 Figure 2 21 5 Note All blank lines and lines with wrong price will be skipped gt Bulk Uploading Of Products Step 2 of 3 ee Uploaded fle name examplecsyv csv Total lines 21 Displayed First 10 lines Products category Arts amp Crafts Data loging rule overwrite Please make sure so data is loaded correctly ku Please note all blank lines and lines with wrong price will be skipped Required fields are Product ID Name and Price Bulk Uploading Step 2 ee Assign Fields with Data Select Field CSV Line 1 CSV Line 2 CSV Line 3 CSV Line 4 Category Keys Category Key CAO America CAO America CAO America Hame Frod
261. ve and selecting Yes will make it active 2009 122 Springboard Promocart User Manual v3 6 3 b Gift Card Message Length Enter the maximum length of the gift card message By default this is 225 Note All the required values are in bold in the Gift Message page Site Settings Gift Message a This is sensitive information please consult your user manual before making any changes Di Please note required values are bold Gift Message Gift Message Gift Card Active No Enable gift cards default value NO Gift Card Message Length 225 Max length of the gift message deta It valge 775 LL YOU Ess Save changes Figure 6 6 1 Gift Message Page 4 If you want to cancel or start again click on the Reset form button 5 Click Save changes button to save details about Gift Message You can view the confirmation message on top of the Gift Message page as shown in the Figure 6 6 2 below Site Settings Gift Message kp This is sensitive information please consult your user manual before making any changes ai Please note required values are bold D Settings has been successtully saved Figure 6 6 2 Save Confirmation 6 1 8 Digital Products This section allows you to enable or disable Digital Produces and set download limit for downloading digital product 2009 Cart Settings 123 To go to digital products page follow the steps 1 Open 108 the Global
262. w the steps below 1 Open 25 the Cart Plug ins Settings page 2 Click on Product Feeds link to open Cart Plug ins Product Feeds page as Shown in the Figure 8 6 1 below This page displays a list of selected drop Shippers and wholesale vendors from which you can import products Cart Plug ins Product Feeds Product feeds allow you to quickly import products from selected drop shippers and wholesale vendors Before importing any products make sure you have setup an account with the company you are selling products for a Dollar Days AMERICA S 1 WHOLESALE MERCHANDISE DISTRIBUTOR Calanders Housewares Jewelery and more View all available products at http www wowpricing com For additional information call our Customer Service Department at 1 800 506 0398 or email cartpartners dollardays com Setup Dollar Days Figure 8 6 1 Cart Plug ins Product Feeds 3 Click on Dollar Days link to open DollarDays com Import page as shown in the Figure 8 6 2 below 2009 242 Springboard Promocart User Manual v3 6 3 Important Springboard Promocart will allow you to order products directly from the admin area of Springboard Promocart once you sell Dollar Days items For this feature to work you will need to open an account through Dollar Days and enter in your account information in the Setup Dollar Days area Note You can also click on Setup Dollar Days link to manage the Dollar Days Settings You need a Dollar
263. w you to add images to products already existing in your shopping cart Please note the file names need to be EXACLTY the same as the Product ID for Demo Cart to match the image with the product Example if the Product ID is my_bike the image name must be my_bike jpg or my_bike aif ky Please note only jpg png and gif will be accepted l Images Loader Wl Choose Image to Upload Image 1 Browse Image 2 Browse Image 3 Browse Image 4 Browse_ Image 5 Browse Image 6 Browse Image 7 Browse Image 8 Browse Image 9 Browse Image 10 Browse Image 11 Browse Image 12 Figure 2 22 2 Images Loader 3 If you want to reset the form click on the Reset form button 4 After adding images click Upload images button to upload 2 5 1 Bulk Images Using FTP Bulk loading images via FTP is very easy When bulk loading images via FTP it s important to understand Springboard Promocart uses Product ID as the data key for matching images to a product therefore all images must have the same name as the Product ID If they do not and you don t want to change them manually we suggest using another method to associate images to a product The Bulk Images Loader o or adding a image when entering a product will work just as well Once all the images have the same name as the Product ID open up your favorite FTP client and login to the server where Springboard Promocart is located FTP to the following directory imag
264. where you can edit all the parameters 4 Ifyou want to reset the form click on the Reset form button 5 Click Save changes to update the information You will get a confirmation 2009 56 Springboard Promocart User Manual v3 6 3 2 1 4 2 8 2 8 1 message that the attribute has been successfully updated Delete Existing Global Products Attribute You can use this option to delete an existing Global Products Attribute To delete a Global Products Attribute follow the steps 1 Open sz the Global Product Attributes page with added global attributes 2 Click Delete Attribute icon for the global product attribute you want to remove A pop up appears asking for confirmation as shown in the Figure 2 27 1 below Microsoft Internet Explorer i x m a S Do you really want to delete selected attribute cel Figure 2 27 1 Delete Confirmation 3 Confirm deletion process by clicking OK button You will get a confirmation message that the attribute has been successfully removed Recommended Products Families Overview Product Families give you the ability to add recommended products to your product pages You can use this section to create the Product Families for Recommended Products To know more about creating and managing product families click on the links below Create a New Product Family ge Edit 58 Delete og Create a New Product Family To Cre
265. will be blocked for a failed payment attempt or not If you leave the default option which is Yes the user will be blocked if a payment attempt fails and selecting No will allow the user not to be blocked if a payment attempt fails f Security Account Blocking Attempts Enter the number of times a user can attempt payment before being blocked if Security Account Blocking is selected Yes in Security Account Blocking By default the Security Account Blocking Attempts is 3 g Security Account Blocking Hours Enter the number of hours you wish a user to be blocked after a failed payment attempt By default this time is 24 hours h Security Display Clean Payment Page This determines when HTTPS protocol is enabled it will display clean HTML payment page or 2009 Springboard Promocart User Manual v3 6 3 not If you leave the default option which is Yes it will display clean HTML payment page and selecting No will not display clean HTML payment page i Security Admin Time Out Enter the number in minutes in the administrator session after which an admin is logged timed out for remaining inactive By default this time is 15 minutes j Security Inactive Account Notice Enable Inactive Account Notice for super administrators Your choices are to send it at login or using a cron job to set the timing of this notice default value Using Cron Job k Security Change Password Notification Enable Change Password
266. will require you to change the code snippets provided Please be sure you read the documentation provided by Google to Fully understand this process Google Base Feed Analytics Tracking Conversion Tracking Adwords Conversion Tracking Analytics Conversion Tracking Analytics Conversion Tracking E Activate Conversion Tracking Code Before Google Analytics can begin to report ecommerce activity on your website you must enable ecommerce tracking on the profile settings page for your website within Google Analytics Once that is complete you can active the Conversion https document location protocal Tracking Code and start tracking conversions through Google Analytics Since the http wow gt code provided may change it is strongly suggested you refer to the documentation provided by Google to make sure you are using the most up to date method for tracking This code passes the Following information over to Google Analytics for tracking purposes Order ID Tax Shipping City State Country Additionally this code will track individual items in each order including fSorder_amount string format 2f ve total l Order ID necessary to associate item with transaction required Product ID SKU fStax string_format 2F Tax Product name Categor Sshipping_amount string_format 2f Af Unit price shipping Quantity II e Scity 77 City You will have the option of removing per i
267. wn in the Figure 6 52 2 EI Launch File Manager GJ Click here to launch File Manager kt You will need to disable any pop up blockers to run File Manager 2009 Cart Settings 221 Figure 6 52 2 Launch File Manager 2 Click on Click here to launch File Manger link to open Files Manager browser window as shown in the Figure 6 52 3 221 below Note You can also directly open the Files Manager Browser window by clicking on File Manager link in the Admin Area Home page 8 You will need to disable the pop up blockers to run File Manager W File Manager Browser Ku Use left side menu for quick access to your cart files Ko Digital Products by Skin Files Kl Cart Images cart root Products Images File Hame Created Ems Perai Backups Sun 2008 05 07 10 43 am d 40755 content 2008 05 05 4 13 pm g 40777 images 2008 05 05 4 13 pm e 40777 install 2008 05 06 5 14 pm e 40777 smarty 2008 05 05 4 13 pm e 40777 D htaccess 2008 04 11 12 07pm 0 49kb 100644 L D admin php 2008 05 06 5 11pm 10 38 kb 100644 Fie D debug sal 2008 05 07 11 15am 36 570 45kb 100777 F 71 download php 2008 05 05 4 13 pm 2 07 kb 100777 iw 71 index php 2008 05 05 4 13 pm 25 37 kb 100777 Fie 71 login php 2008 05 05 4 13 pm 20 54 kb 100777 L D readme txt 2008 05 06 5 14pm 2 59 kb 100644 vw 1 robots bet 2008 05 05 4 13 pm 0 01kb 100777 F Figure 6 52 3 Files Manager Browser window 3 Click Open Folder Hi
268. y want bo delete selected realtime method e Figure 6 27 1 Delete Confirmation 3 Confirm deletion process by clicking OK button You will get a confirmation message that the selected realtime shipping method has been successfully removed as shown in the Figure 6 27 2 below Microsoft Internet Explorer AYA Selected Realtime Shipping Method has been successfully removed Figure 6 27 2 Selected Realtime Shipping Method Delete Confirmation 4 Click OK button 2009 174 Springboard Promocart User Manual v3 6 3 6 3 4 Add a Custom Shipping Method To add a custom shipping method follow the steps 1 Opener the Shipping Management page Note By default the Shipping Management page opens under Shipping Settings tab 2 Inthe Shipping Management page click on the Custom Calculation tab The Custom Shipping Costs Calculation Settings page opens as shown in the Figure 6 28 1 below Note You can also edit and delete the custom shipping method from the Custom Shipping Costs Calculation Settings page To know more about editing 176 and deleting 177 a custom shipping method click on each of the links GI Shipping Management This section allows you to control the shipping methods of the cart You can choose not to have the cart calculate shipping or you can choose FedEx UPS or USPS real time shipping You can also choose to create a custom shipping program Shipping Settings Real Time
269. yment Method Name Protocol Priority Payment Server Settings Payment Processor ID URL To Gateway Login Transaction Key Test Request Auth Type Enable Cardinal Centinel El Accepted Credit Cards Enable Card Code VISA MC AMEX DICL JCB CARTE ABC DINO SW so ERT UKE Add Card Enable Card Code Payment Form Title Payment Form Title Credit Card Payment with Authonze Net AIM 3 1 This is the text that will help customers identify this payment method if it is selected It will appear on the Payment Form Fi Message you would like to appear on the Payment Pagee Edit HTML Online lt u gt Enter Credit Card Information lt u gt Message you would like to appear on Thank You Page Edit HTML Online lt b gt Your Order Has Been Sent lt h gt E Cart Settings 145 6 2 1 1 Figure 6 19 3 Payment Method Update page 4 If you want to cancel or start again click on the Reset form button 5 Click Save changes button to update the information and add the gateway under Realtime Processing Payment with Credit Card in Payment Methods Quick Setup 143 143page 143 Setting Up 2CO Account 2checkout 1 Go to 2checkout com and sign up to become a seller 2 Once your receive an e mail confirming your are a seller on their system login to the 2checkout management area 3 In the Helpful Links area click to enter the Look amp Feel area of the manageme
270. yment methods for your website to process your customers purchases The real time section will require you to set up an account with the listed Processors and Gateways bei Add a New Custom Payment Method Signup For a Payment Processing Account Payment Methods bei Enable Add Gateway Authonze Net AIM 3 0 v Enable gateway Choose a gateway you want to enable Ge Active Payment Gateways Name Gateway Priority Active A Realtime Processing Payment with Credit Card a Authorize Net AIM 3 1 Authorize Net AIM 3 1 1 v Yes i D Pinnade Cart CCS Pinnacle Cart CCS 1 v Yes v OD A Realtime Processing Instant Payment Notification Methods with back processing 4 2CheckOut com 2CheckOut com 1 e Yes Pi Figure 6 19 2 Payment Methods Quick Setup page 3 Click Enable gateway button to setup the selected payment gateway as shown in the Figure 6 19 3 below 4 Click the Fto edit any of the parameters of your active payment gateways as shown in the Figure 6 19 3 below 2009 144 Springboard Promocart User Manual v3 6 3 F Payment Method Setup Authorize Net AIM 3 1 Update Please use caution when making changes to this page Incorrect values may prevent the gateway from operating correctly Gateway Properties Authonze Net AIM 3 1 This is the text that will help customers identify this payment method It will appear in the Payment Selection drop down box HTTPS It is strong
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