MagentoGo UserGuide

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Note: This document is subject to change without notice. We recommend that, rather than print this document, that you visit the Magento Go support site to download the latest version.Ver: 1.2.0

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Important NoticeMagento reserves the right to make corrections, modifications, enhancements, improvements, and other changes to its products and services at any time and to discontinue any product or service without notice. Customers should obtain the latest relevant information before placing orders and should verify that such information is current and complete. All products are sold subject to Magento's terms and conditions of sale supplied at the time of order acknowledgment. Magento warrants performance of its products to the specifications applicable at the time of sale in accordance with Magento's standard warranty. Testing and other quality control techniques are used to the extent Magento deems necessary to support this warranty. Except where mandated by government requirements, testing of all parameters of each product is not necessarily performed. Magento assumes no liability for applications assistance or customer product design. Customers are responsible for their products and applications using Magento components. To minimize the risks associated with customer products and applications, customers should provide adequate design and operating safeguards. Magento does not warrant or represent that any license, either express or implied, is granted under any Magento patent right, copyright, mask work right, or other Magento intellectual property rights relating to any combination, machine, or process in which Magento products or services are used. Information published by Magento regarding third-party products or services does not constitute a license from Magento to use such products or services or a warranty or endorsement thereof. Use of such information may require a license from a third party under the patents or other intellectual property of the third party, or a license from Magento under the patents or other intellectual property of Magento. Resale of Magento products or services with statements different from or beyond the parameters stated by Magento for that product or service voids all express and any implied warranties for the associated Magento product or service and is an unfair and deceptive business practice. Magento is not responsible or liable for any such statements. All company and brand products and service names are trademarks or registered trademarks of their respective holders. Magento is a trademark of Magento Copyright 2012 Magento A division of X.commerce, Inc., an eBay Company

ContentsPart I: Getting Started CHAPTER 1: Magento Go Will Take You Places! 1

Your Login Credentials ........................................................................................... 2 For Your Records ............................................................................................ 3 Where to Find Help .................................................................................................. 4

CHAPTER 2:

A Quick Tour

7

The Path to Purchase.............................................................................................. 8 Home Page ............................................................................................................. 10 Category Page ....................................................................................................... 11 Search Results Page ............................................................................................. 13 Product Detail Page .............................................................................................. 14 Shopping Cart Page .............................................................................................. 16 Checkout Page ...................................................................................................... 17

CHAPTER 3:

Quick Start Guide

19

Start My Store ........................................................................................................ 19

CHAPTER 4:

Your Magento Account

25

Updating Your Contact Information .................................................................... 26 Changing Your Password .................................................................................... 27 Upgrading Your Plan............................................................................................. 28 Setting Up a Custom Domain ............................................................................... 30 Adding a Custom SSL Certificate ........................................................................ 32 Using Magento Connect ....................................................................................... 34

Magento Go User Guide

v

Contents

CHAPTER 5:

Your Back Office

37

Admin Panel ........................................................................................................... 38 Using the Dashboard ............................................................................................ 42 Sales Charts .................................................................................................. 43 Summary Reports .......................................................................................... 43 Dashboard Settings ....................................................................................... 44 Updating Your Store Information ........................................................................ 46 Countries Options .......................................................................................... 46 Locale Options ............................................................................................... 47 Currency Setup .............................................................................................. 48 Store Contact Information ............................................................................. 50 Store Email Addresses .................................................................................. 51 Configuring the Contact Us Form ....................................................................... 52 Managing Permissions ......................................................................................... 54 Creating an Admin User ................................................................................ 54 Creating a Custom Role ................................................................................ 56 Unlocking User Accounts .............................................................................. 58 Multiple Store Views ............................................................................................. 59 Understanding Store Scope .......................................................................... 60 Changing the Store Language ............................................................................. 61 Changing the Default Store View .................................................................. 62

CHAPTER 6:

Customer Accounts

63

Customer Accounts .............................................................................................. 64 Customer Login Options ...................................................................................... 65 PayPal Access ............................................................................................... 66 Setting Up PayPal Access ............................................................................. 69 Setting Up Customer Groups ............................................................................... 70 Creating a Customer Account ............................................................................. 71 Adding a Customer Address ......................................................................... 73

Part II: Design & Content CHAPTER 7: Themes and Page Layout 77

Understanding Page Layout ................................................................................ 78 Home Page Layout ........................................................................................ 80

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Contents Choosing a Theme ................................................................................................ 81 Changing the Current Theme ........................................................................ 83 Adding Your Logos ............................................................................................... 84 Header Logo .................................................................................................. 84 Email Logo ..................................................................................................... 86 Favicon .......................................................................................................... 87

CHAPTER 8:

Creating Content

89

Sample Content Pages ......................................................................................... 90 Editing a Content Page ......................................................................................... 92 Creating a New Page ............................................................................................. 96 Changing the Home Page ........................................................................... 100 Using the Editor ................................................................................................... 101 Inserting Links ............................................................................................. 101 Inserting Images .......................................................................................... 102 Embedding Video ........................................................................................ 104 Organizing Your Pages ....................................................................................... 105 Adding Nodes .............................................................................................. 105 Page Hierarchy Configuration ..................................................................... 110 Creating Blocks of Content ................................................................................ 111 Changing the Footer ........................................................................................... 112 Changing the Copyright Notice ................................................................... 113 Creating Banners ................................................................................................ 114 Inserting Variables ....................................................................................... 117 Using Custom Variables .............................................................................. 117 Inserting a Frontend App ............................................................................. 119 Adding Related Promotions ......................................................................... 120 Changing the Column Layout ............................................................................ 121 Compare Products ....................................................................................... 121 Troubleshooting ........................................................................................... 121

CHAPTER 9:

Creating Brand Advocates

125

Product Reviews ................................................................................................. 126 Moderating Reviews .................................................................................... 128 Managing Ratings ........................................................................................ 129 Tags ...................................................................................................................... 131 Polls ...................................................................................................................... 132


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Contents Configuring the Poll ..................................................................................... 134 Email a Friend ...................................................................................................... 135 Add to Wishlist .................................................................................................... 136

CHAPTER 10: Managing Email & Newsletters

137

Adding a New Email Template ........................................................................... 138 Using Custom Variables in Email ...................................................................... 139 Configuring Email Templates ............................................................................ 139 Newsletters .......................................................................................................... 142 Subscription Options ................................................................................... 142 Preview the Newsletter Confirmation Template .......................................... 143 Managing Your List of Subscribers ............................................................. 145 Managing Requests to Unsubscribe ........................................................... 145

Part III: Building Your Catalog CHAPTER 11: Mastering Search 149

Storefront Search Tools ..................................................................................... 150 Quick Search ............................................................................................... 151 Advanced Search ........................................................................................ 153 Popular Search Terms ........................................................................................ 154 Using the Search Results List ........................................................................... 156 Page Controls .............................................................................................. 157 Search Terms ....................................................................................................... 159 Managing Search Terms ............................................................................. 160 Using the Search Terms List ....................................................................... 162 Adding a Search Term................................................................................. 164 Using Product Attributes in Search .................................................................. 167 Weighted Search ......................................................................................... 168 Reporting and Analysis ...................................................................................... 169 Search Term Report .................................................................................... 169 Top Search Terms ....................................................................................... 171 Google Analytics .......................................................................................... 171 Back Office Search Tools ................................................................................... 172 Global Search .............................................................................................. 173 List Filters and Controls ............................................................................... 173 Refreshing the Search Index ....................................................................... 175

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Contents

CHAPTER 12: Navigation by Category

177

Breadcrumb Trail................................................................................................. 178 Breadcrumb Trails on Content Pages ......................................................... 178 Top Navigation .................................................................................................... 179 Creating Categories ............................................................................................ 180 Moving Categories ....................................................................................... 183 Layered Navigation ............................................................................................. 184 Anchor Categories ....................................................................................... 184 Layered Navigation Settings ....................................................................... 187 General Information ............................................................................................ 188 Display Settings .................................................................................................. 190 Custom Design .................................................................................................... 192 Category Products .............................................................................................. 194 Category View Optimization ............................................................................... 195 Category Configuration ...................................................................................... 196 Category Depth ........................................................................................... 196 Category URL Options ................................................................................ 197 Sitemap ................................................................................................................ 199

CHAPTER 13: Understanding Product Types

201

Standalone Products ....................................................................................... 202 One-to-Many Product Relationships ............................................................. 203 Creating a Simple Product ................................................................................. 204 Points to Remember .................................................................................... 208 Creating a Virtual Product .................................................................................. 209 Points to Remember .................................................................................... 211 Creating a Gift Card ............................................................................................ 212 Managing Gift Card Accounts ..................................................................... 215 Configuration Settings ................................................................................. 218 Points to Remember .................................................................................... 219 Creating a Grouped Product .............................................................................. 220 Configuring Thumbnail Images ................................................................... 222 Points to Remember .................................................................................... 222 Creating a Configurable Product ....................................................................... 223 Overview of the Process.............................................................................. 223


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Contents Configuring Thumbnail Images ................................................................... 232 Overriding Default Prices............................................................................. 233 Additional Inventory Settings ....................................................................... 233 Points to Remember .................................................................................... 234 Creating a Bundle Product ................................................................................. 235 Points to Remember .................................................................................... 240 Troubleshooting Tips.......................................................................................... 240

CHAPTER 14: Product Information

241

General ................................................................................................................. 242 Prices .................................................................................................................... 245 Tier Pricing .................................................................................................. 245 Special Pricing ............................................................................................. 246 Meta Information ................................................................................................. 248 Images .................................................................................................................. 249 Product Image Placeholders ....................................................................... 250 Product Image Watermarks ......................................................................... 252 Resizing Catalog Images............................................................................. 254 Description ........................................................................................................... 256 Using the WYSIWYG Editor ........................................................................ 257 Design .................................................................................................................. 259 Inventory .............................................................................................................. 261 Websites ............................................................................................................... 266 Categories ............................................................................................................ 267 Product Relationships ........................................................................................ 268 Related Products ......................................................................................... 268 Up-sells ........................................................................................................ 269 Cross-sells ................................................................................................... 270 Custom Variants and Options ............................................................................ 271 Product View Optimization ................................................................................. 273

CHAPTER 15: Managing Attributes

275

Attribute Input Types .......................................................................................... 276 Attribute Quick Reference .................................................................................. 278 Managing Labels and Options ........................................................................... 281

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Contents Creating an Attribute........................................................................................... 282 Summary of Attribute Properties ....................................................................... 285 Creating an Attribute Set .................................................................................... 290 Creating a New Attribute Group .................................................................. 292

CHAPTER 16: Promotional Price Rules

293

Catalog Price Rules............................................................................................. 294 Conditions .................................................................................................... 296 Actions ......................................................................................................... 298 Shopping Cart Price Rules ................................................................................. 299 Rule Information .......................................................................................... 299 Conditions .................................................................................................... 301 Actions ......................................................................................................... 302 Price Rule Labels ........................................................................................ 304 Price Rule Banners ............................................................................................. 305

Part IV: Sales & Fulfillment CHAPTER 17: Processing Orders 309

Order Process Overview .................................................................................... 310 Terms and Conditions ........................................................................................ 312 Managing Sales Orders ...................................................................................... 314 Fulfilling and Completing Orders ................................................................. 314 Invoicing an Order ....................................................................................... 314 Shipping an Order ....................................................................................... 316 Creating New Orders ................................................................................... 317 Editing an Order .......................................................................................... 318 Canceling an Order ..................................................................................... 318 Putting an Order On Hold ......................................................................... 319 Handling Backorders ................................................................................... 319 Updating the Shopping Cart .............................................................................. 320 Applying a Coupon Code ............................................................................ 321 Adding Products to a Shopping Cart ........................................................... 321 Adding Wishlist Items .................................................................................. 321 Adding Comparison Items ........................................................................... 322 Adding Recently Viewed Items .................................................................... 322 Adding Previously Ordered Items ................................................................ 322 Managing Refunds and Store Credit ................................................................. 323


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Contents

CHAPTER 18: Shipping Methods

325

Shipping Methods During Checkout ................................................................. 326 Shipping Settings ................................................................................................ 327 Shipping Rates .................................................................................................... 328 Rates ........................................................................................................... 328 Table Rate Shipping .................................................................................... 329 Flat Rate ...................................................................................................... 334 Free Shipping ...................................................................................................... 337 Shipping Carriers ................................................................................................ 339

CHAPTER 19: Payment Methods

341

Bank Transfer Payment ...................................................................................... 342 Cash on Delivery ................................................................................................. 344 Check / Money Order .......................................................................................... 346 Purchase Order ................................................................................................... 348 Zero Subtotal Checkout ...................................................................................... 350

CHAPTER 20: Payment Services & Gateways

353

Payment Services................................................................................................ 353 Payment Gateways.............................................................................................. 353 Worldwide .................................................................................................... 354 North America.............................................................................................. 354 Europe ......................................................................................................... 355 Asia .............................................................................................................. 356 Oceania ....................................................................................................... 356 PayPal ................................................................................................................... 357 Express Checkout ....................................................................................... 357 Website Payments Pro ................................................................................ 357 Website Payment Standard ......................................................................... 358 Website Payments Pro Payflow Edition ...................................................... 358 Payflow Pro Gateway .................................................................................. 359 Getting Started With PayPal ........................................................................ 360 Setting Up a PayPal Sandbox Account ....................................................... 361 Setting Up PayPal Express Checkout ......................................................... 365

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Contents

CHAPTER 21: Tax Settings

369

Setting Up Taxes ................................................................................................. 369 Retail Tax Calculations ....................................................................................... 375 Value Added Tax (VAT) ....................................................................................... 383

CHAPTER 22: Reports

389

Sales Reports ...................................................................................................... 390 Shopping Cart Reports ....................................................................................... 392 Products in Cart ........................................................................................... 392 Abandoned Carts ......................................................................................... 392 Product Reports .................................................................................................. 393 Bestsellers Report ....................................................................................... 393 Products Ordered Report ............................................................................ 394 Most Viewed Report .................................................................................... 394 Low Stock Report ........................................................................................ 395 Customer Reports ............................................................................................... 396 New Accounts Report .................................................................................. 396 Customers by Orders Total ......................................................................... 396 Customers by Number of Orders ................................................................ 397 Reviews Reports ................................................................................................. 398 Customer Reviews ...................................................................................... 398 Product Reviews .......................................................................................... 399 Tag Reports ......................................................................................................... 400 Customers Tags Report .............................................................................. 400 Products Tags Report.................................................................................. 401 Popular Tags Report ................................................................................... 402 Search Terms Report .......................................................................................... 403 Refresh Statistics ................................................................................................ 404

Part V: Improving Operations CHAPTER 23: Importing and Exporting Data 407

Importing Data ..................................................................................................... 408 Importing Configurable Products ................................................................. 409 Importing Product Images ........................................................................... 411 Exporting Data ..................................................................................................... 413


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Contents Working with Product CSV Files ....................................................................... 415 Common Issues........................................................................................... 416 Custom Attributes ........................................................................................ 416 Working With Customer CSV Files .................................................................... 417

CHAPTER 24: Site Maintenance

419

Under Construction Message ......................................................................... 419 Maintenance Mode .............................................................................................. 420 Task Notifications ............................................................................................... 421

CHAPTER 25: SEO Best Practices

423

Using a Robots.txt File ....................................................................................... 423 Generating the File ...................................................................................... 424 URL Keys ............................................................................................................. 427 URL Rewrites ....................................................................................................... 428 Protecting Your Link Juice ........................................................................ 428 URL Redirection 301 and 302 ..................................................................... 429 Using Third-Party Scripts ................................................................................... 430 Google Sitemap ................................................................................................... 431 Configuring Your Google Sitemap............................................................... 434 Google Analytics ................................................................................................. 436 Google Website Optimizer ................................................................................. 437

Appendices Appendix A: Appendix B: Appendix C: Glossary Editor Toolbar Buttons Shipping Carriers 440 447 453

UPS ....................................................................................................................... 454 USPS ..................................................................................................................... 457 FedEx .................................................................................................................... 460 DHL ....................................................................................................................... 463

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Contents

Appendix D: Appendix E:

Country Codes Payment-Related Services

467 468

3D Secure Credit Card Validation ...................................................................... 469 Kount Fraud Detection........................................................................................ 472

Appendix F:

Payment Service Providers

473

CCAvenue ............................................................................................................ 474 Google Checkout ................................................................................................. 476 Paybox Direct ...................................................................................................... 478

Appendix G: Appendix H:

PCI Compliance Guidelines Payment Gateways

480 481

Authorize.Net ....................................................................................................... 482 Braintree ............................................................................................................... 485 Card Gate Plus ..................................................................................................... 487 CyberSource (SOAP Toolkit) ............................................................................. 489 DIBS Payment Services ...................................................................................... 492 eWAY Direct ......................................................................................................... 495 First Data Global Gateway Web Service API .................................................... 497 Ogone DirectLink ................................................................................................ 500 PAYONE.de .......................................................................................................... 503 PSi Gate ................................................................................................................ 505 Sage Pay Direct ................................................................................................... 507

Appendix I: Product System Attributes Appendix J: Customer System Attributes

510 514

Editing Customer Attributes .............................................................................. 514 General Customer Attributes ............................................................................. 515 Customer Address Attributes ............................................................................ 516


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Contents

Appendix K:

Translating Your Store

517

Changing the Locale ........................................................................................... 517 Catalog ........................................................................................................ 518 Products ...................................................................................................... 519 CMS Content ............................................................................................... 519 Static Blocks ................................................................................................ 520 Banners ....................................................................................................... 520 Polls ............................................................................................................. 520

Index

521

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Part I: Getting Started

Chapter 1:

Your Login Credentials

CHAPTER 1:

Magento Go Will Take You Places!Welcome to Magento Go, an online service that helps small business merchants like you build powerful stores to sell products and services, quickly and easily. With Magento Go there is no software to install, and no servers to manage. We handle the technology, so you can focus on running and growing your business. To get started, we recommend that you sign up for a free 30-day trial. If youre in a hurry to get started, you can sign up right away for one of our monthly plans. Our plans are available without any setup or transaction fees, and include 24/7 customer support to help to you get going. Lets begin!


1

Chapter 1: Magento Go Will Take You Places!


Your Login CredentialsWelcome to the Magento community! You are now a member of the fastestgrowing and most dynamic community of eCommerce merchants and developers in the world! Before you go any further, lets make sure you have all the information you need to access your Magento Go account and services.

Welcome Email The Welcome email and log in instructions you received contain important information about your account. Make sure to keep them in a safe place where they can be easily found.

Store URL The store URL takes you to the Home page of your store. It is based on the domain name you chose when you opened your account. If you installed the sample data, it may look something like this: mystore.gostorego.com

Admin URL The admin URL takes you to the login page to the back office Admin panel of your store. The address is the same as for your store, but it ends with /admin. mystore.gostorego.com/admin

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Your Magento Account Your Magento account provides access to information about your current products and services, account settings, billing history, and support resources. Simply visit the Magento Go site and click the Login link. http://go.magento.com

For Your RecordsIts a good idea to keep a record of your login credentials and the email address that are associated with your account. Write them down, and keep the information in a safe, but convenient place. Store URL: Admin URL: ________________________________________________ ________________________________________________

Admin LoginUser Name: Password: ________________________________________________ ________________________________________________

Magento Account LoginUser Name: Password: Email Address: ________________________________________________ ________________________________________________ ________________________________________________


3


Where to Find Help

Where to Find HelpMagento provides a wide range of support resources to help you get up and running in a hurry. Please let us know how we can be of assistance!

Knowledge Base The Magento Go Knowledge Base is continually updated with the latest information. Youll find a link to the Knowledge Base in the top navigation of the Magento Go site, and in the Admin panel of your store. Go there now!

Video Tutorials A picture is worth a thousand words! Check our support site for the latest Magento Go video tutorials. Go there now!

Community Forum Heres a chance to meet other users, share tips, and ask questions. Be sure to join the Magento Go community, so you can learn, and also share your experience and knowledge with others. Go there now!

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Where to Find Help

Support Site Have a question? Please let us know how we can help you succeed. To access our support site, click the Support link in the upper-right corner of the Admin panel. Go there now!

Blog Keep up with the latest product news, trends, and featured stores on the Magento Go blog. Go there now!

Webinars Sign up to attend a free webinar, taught by a Magento expert. Go there now!

Guides Learn everything you need to know about building your store by downloading the complete set of documentation from our website. Go there now!


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Where to Find Help

Notes:_______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________

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CHAPTER 2:

A Quick TourIn this guide, youll find just about everything you need to build your store, manage your store, and expand your store. Build Your Store Manage Your Store Expand Your Store

Theres a lot to learn, and the best place to begin is right here. So, lets take a look around your store!

The Home Page


7

Chapter 2: A Quick Tour

The Path to Purchase

The Path to PurchaseThe ultimate purpose of your store is to sell products, and the path a visitor follows that leads to a sale is called the path to purchase. The term conversion refers to the process of transforming a visitor into a paying customer. Here are the main pages in your Magento Go store that shoppers visit along the way.

Home Your Home page is like the front display window of your store. It is the primary landing page of your site, and is designed to entice visitors to come inside for a closer look.

Product List This page lists items that the shopper wants to see. The selection can be based on category or attribute, such as price, size, color, and so on. Any item can be examined more closely, or placed directly into the shopping cart.

Product Detail The Product Detail page provides detailed information about a specific item. Shoppers can read reviews, add the product to their wishlists, compare it to other products, share the link with friends, and most importantly, place the item into their shopping carts.

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The Path to Purchase

Shopping Cart The Shopping Cart lists each item by price and quantity selected, and calculates the subtotal. Shoppers can apply discount coupons and gift cards, and generate an estimate for shipping and tax charges.

Checkout During Checkout, the necessary billing, shipping, and payment information is gathered to complete the order. New customers can open an account or if they prefer, checkout as a guest. Regular customers can speed through checkout by logging in to their accounts.

Review and Place Order The final step in the checkout process is to review the order, including any additional charges, and approve the purchase. This visitor is now your customer!


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Home Page

Home PageDid you know that most people spend only a few seconds on a page before they decide to stay or go somewhere else? Thats not long to make an impression! If you were to do an eye-tracking study of this page, you would discover that the eyes of most people gravitate toward the Free Shipping offer in the upper-left corner. Shoppers love free shipping, but theres more to it than that. For most people, that general area on the page is the sweet spot. Studies show that people also love photographs, especially of other people. Whatever design you choose, everything on the page should move visitors along toward the next step in the sales process. The idea is to guide their attention, in a cohesive flow from one point of interest to the next.

Home Page

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Category Page

Category PagePeople who find your site through a search engine may land on a category page with a list of products, and miss your Home page entirely. All the more reason to make sure that category pages have interesting content! The categories that you create for your catalog become the navigation options that appear across the top of your site. They can also be found in the breadcrumb trail, and in the layered navigation that runs down the left column of some pages. In addition to the standard list of products, you can add images, video, and keyword-rich descriptions to category pages. You can even create special designs that are timed to appear for a promotion or season. The product description provides shoppers with enough information to merit a closer look. While those in a hurrywho know what theyre looking formight just add the product to their shopping carts and go!

Product List by Category


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Category Page Heres a different take on a category page that uses a two-column, rather than three-column layout. You can have fun experimenting with different column layouts, and even apply different layouts to different categoriesall within the same theme. You might be surprised by what you discover! This page lists only the products in the category, without the added distraction of images or text. There is nothing wrong with this straight-forward approach. In fact, there is a distinct advantage to having products listed above the fold, because people dont have to scroll down to see them. Its good to remember that most people who arrive at a category page are often in a hurry, and might be looking for something specific.

Product List by Category

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Search Results Page

Search Results PageDid you know that people who use search are nearly twice as likely to make a purchase as those who rely on navigation alone? You might consider these shoppers to be pre-qualified. Your Magento Go store has a Quick Search box in the upper-right corner, and a link to Advanced Search in the footer. Magento Go keeps track of all the search terms shoppers submit through your site, so you can see exactly what theyre looking for. You can offer suggestions, and enter synonyms and common misspellings. Then, display a specific page when a search term is entered.

Search Results List


13


Product Detail Page

Product Detail PageThe Product Detail page is where you make the pitch. The first thing that catches your eye is the product image with a high-resolution zoom, and a thumbnail gallery of additional images. In addition to the price and availability, theres a tabbed section with the product description and addition information. Depending on the product, there may also be additional options to select or configure. In addition to the featured product, you can offer the shopper a hand-picked selection of related products, and suggest other products they might find interesting. As you learn more about your customers, you can target offers and personalize promotions. As you can see on the next page, the shopping experience becomes much more personalized for customers who shop while logged in to their accounts.

Product Detail

14



Product Detail Page


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Shopping Cart Page

Shopping Cart PageThe Shopping Cart is where the total cost of the order can be determined, based on estimated shipping and tax. This is also where coupon codes and gift cards can be applied toward the purchase price. The shopper can change the quantity of items in the cart, or delete items if necessary. The Shopping Cart is a great place to display your trust badges and seals. You should also include a link to your Privacy Policy in the footer. Many merchants put their toll-free number in the header, so it is always readily available. Just like standing in the checkout line, the Shopping Cart is an ideal opportunity to offer one last item. You can carefully select certain items to be offered whenever a specific item is in the Shopping Cart. Its the classic cross-sell, Would you like some fries with that?

Shopping Cart

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Checkout Page

Checkout PageAs soon as the customer clicks the Proceed to Checkout button, the transaction shifts to a secure, encrypted channel. A padlock symbol appears in the address bar of the browser, and the URL changes from http to https. From this point on, the goal is to gather the information necessary to complete the transaction. The Checkout page leads the customer through each step of the process, starting with the billing, shipping, and payment information, and finally a review of the order. Customers who are logged into their accounts can skip some of these steps, if the information is already in their accounts. The last step is for the customer to agree to the terms and conditions of the sale, and place the order. To learn what happens next, see: Order Process Overview, on page 310.

Checkout


17


Checkout Page

Notes:_______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________

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CHAPTER 3:

Quick Start GuideMagento Go leads you through the process of setting up your store, step-by-step. You can refer to this chapter for more detailed information as you go through the Start My Store process. When youre done, your store will be ready to go live!

Start My StoreTo launch Start My Store: 1. Log in to the Admin panel with the credentials you received in your Welcomeemail.

2. From the Dashboard, click Start My Store. You will find it in the upper-leftcorner of the orange header at the top of the page. To close the guide, click anywhere in the orange bar at the top of the page.

Admin Panel: Start My Store


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Chapter 3: Quick Start Guide

Start My Store

Step 1:

Language PreferenceMagento Go gives you the ability to participate in the global marketplace, with support for multiple languages, currencies, and tax rules. When your store is first created, the language is set to English (United States). You can change the language and add additional languages, depending on your plan. To learn more, see: Locale Options, on page 47.

Start My Store: Language Preference

Step 2:

Contact InformationGet started right away by letting customers know who you are and how to reach you. Your contact information appears on email messages, invoices, packing slips, and newsletters sent to your customers. To learn more, see: Store Contact Information, on page 50.

Start My Store: Contact Information

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Start My Store

Step 3:

DesignMagento Go helps you create compelling and professional stores that engage your customers, regardless of your design skills. You can use a theme right out of the box, or customize it with your own design. You can use the Design Settings Editor to make simple changes, or work directly with the CSS Editor for more creative control. To learn more, see Understanding Page Layout, on page 78.

Start My Store: Design

Step 4:

PlanAs your business grows, Magento Go can grow with you. With a wide range of configurable features and a variety of plans to meet your needs as the size of your business grows, Magento Go is the ideal way to launch your online business. To learn more, see: Upgrading Your Plan, on page 28.

Start My Store: Plan


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Start My Store

Step 5:

ProductsMagento Go lets you create a wide variety of products, with custom attributes and input controls. You will learn how to create configurable products with dropdown lists of options, grouped and customizable products, gift cards, and more. To learn more, see: Understanding Product Types, on page 201.

Start My Store: Products

Step 6:

PaymentsMagento Go lets you accept credit cards and alternative payments directly from your store through PayPal and other trusted partners. Our payment systems are safe for your customers and provide you with the security and PCI compliance that you need to confidently sell online. To learn more, see: Payment Methods, on page 341.

Start My Store: Payments

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Start My Store

Step 7:

ShippingMagento Go supports a wide range of shipping methods and carriers offering services in all parts of the world. To learn more, see: Shipping Methods, on page 325.

Start My Store: Shipping

Step 8:

Get GoingWhen you are ready to launch your store and open for business, click the Go button to remove the demo store notice and officially launch your store. With the Under Construction message removed, youre open for business! To learn more, see: Site Maintenance, on page 419.

Start My Store: Get Going


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Start My Store

Notes:_______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________

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CHAPTER 4:

Your Magento AccountYou can find the information related to the products and services you have signed up to receive, as well as your contact and billing information in your Magento account. Your Magento account has a separate login from your store, and can be accessed from either the Magento website or the Admin panel of your store.

To log in to your Magento account: 1. Point your browser to the Magento Go site:http://go.magento.com

2. In the upper-right corner, click the Log In link.

3. Enter your User Name or Email Address, and Password, and click the Log Inbutton. Your User Name appears next to a placeholder image.

4. Click your User Name to open your Magento account dashboard.


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Chapter 4: Your Magento Account

Updating Your Contact Information

Updating Your Contact InformationYour contact information was entered when you first opened your account. It can be updated and expanded as needed to include additional information, such as your photo, signature line, and a detailed profile.

Account Settings: Contact Information

To update your contact information: 1. In the panel on the left under Account Settings, click Contact Information. 2. Make any changes that are necessary. 3. When complete, click the Save button.

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Changing Your Password

Changing Your PasswordInitially, the password for your Magento account and store Admin panel are the same. If you decide to change your Magento account password, make sure to keep a record of it with the rest of your login credentials. Changing your Magento account password has no effect on the Admin password for your store.

Account Settings: Change Password

To change your Magento password: 1. In the panel on the left under Account Settings, click Change Password. 2. Type your Current Password. 3. Type your New Password. Then in the Confirm New Password box, type itagain.

4. Click the Save button.


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Upgrading Your Plan

Upgrading Your PlanMagento Go offers several plans that are designed to meet your needs as your business grows. Please visit our site to learn more about each plan. If you started with a free trial, you can upgrade to a paid plan and keep all of your data, if you upgrade within the thirty-day trial period. Your plan can be upgradedand downgradedat any time from your Magento account dashboard.

My Account: Upgrade to Paid Plan

To upgrade your plan: 1. From your account panel, click the Upgrade to Paid Plan link. 2. Find the plan that is right for you, and click the Choose Plan button.

My Account: Upgrade to Paid Plan - Choose Plan

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Upgrading Your Plan

3. Complete the billing and payment information, and click the Review Orderbutton.

My Account: Upgrade to Paid Plan Billing Information

4. After reviewing your order, click the Confirm your Plan button. 5. A confirmation email with a link to your invoice will be sent to the email addressthat is associated with your account.


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Setting Up a Custom Domain

Setting Up a Custom DomainA domain name is an address that makes it easy for people to find your store. It is also tool for branding your store. Affordable domain names can be purchased from numerous domain registrars and Internet hosting companies. To learn more about domain names, visit the Internet Corporation for Assigned Names and Numbers (ICANN) at www.icann.org. When you first set up your Magento Go store, you choose a store name. This name becomes part of the URL for your store, such as mystore.gostorego.com. However, most merchants prefer to have their own, custom dot com domain, such as www.mystore.com. Magento Go makes it easy to assign a custom domain to your store. The process takes three steps: Step 1: Step 2: Step 3: Add the domain to Magento Go Point the domain to your store Set your stores Active Domain

After you have set it up, it takes about 24-48 hours for the change to take effect. When the process is complete, you will see your Magento Go store home page when you visit the URL of your custom domain.

Step 1:

Add the Domain to Magento Go1. From your account panel, under Products and Services, click the Add link next toCustom URL. (If you have multiple stores, click the link next to the correct store.)

2. Type the custom URL for your Magento Go store, and click OK.

Step 2:

Point the Domain to Your StoreAfter you add the domain to your Magento Go account, follow the instructions from your domain registrar to point the A record of your domain to the following IP address: 173.203.30.100 Your registrar might manage this in a slightly different way. We suggest that you contact your registrar directly, or consult their knowledge base for instructions.

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To configure your domain with GoDaddy: 1. Log in to your GoDaddy.com account. 2. In the Domains menu, under My Account, select Domain Management. 3. Select your domain name, and click Manage Domain. 4. Under DNS Manager, click Launch. 5. At the top of the Zone File list, click Add Record. 6. When prompted to Add DNS Record, set Record type to A (Host), and click OK.Then, complete the following settings: Host Name: IP Address: TTL: @ 173.203.30.100 1 Hour

When complete, click OK.

7. Click the Save Zone File button to save your changes.Note: It can take up to forty-eight hours for the DNS changes to take effect. We recommend that you wait a day or two before completing the next step. If youre not sure, point your browser to the new domain and see what happens. Your domain will display a temporary home page until it is associated with your store.

Step 3:

Set Your Stores Active DomainThe final step is to select your custom domain as the Active Domain for your Magento Go store.

1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, click Web. 3. Click to expand the Active Domain section. Then, in the list of active domains,select your custom domain.

4. Click the Save Config button to save changes.Now, when you point your browser to your custom domain, you will see the home page of your Magento Go store.


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Adding a Custom SSL CertificateAll Magento Go stores are initially equipped with a shared SSL certificate and secure checkout process which meet the requirements of the Payment Card Industry (PCI). To learn more, see: PCI Compliance Guidelines, on page 480. A secure session is established whenever a customer begins the checkout process, where sensitive information is shared. During the secure transaction, the URL prefix changes from: http:// to https:// https://[yourstore].gostorego.com Even if you have a custom domain, your customers will be redirected to the shared, secure environment during checkout. A shared security certificate is an easy and affordable way to provide secure transactions for your customers. A Custom SSL Certificate makes it possible for your customers to complete a purchase transaction from your site, without being redirected from your custom domain. If your store is on the Going Places, Go Beyond, or Go Anywhere plan, you can add a Custom SSL Certificate. The certificate can be purchased from any Certificate Authority (CA), such as VeriSign, and GeoTrust, Comodo, and GoDaddy. Note: If asked to specify the server type when purchasing a SSL certificate, select Apache.

My Account: My Products and Services Custom SSL

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To set up a Custom SSL Certificate: 1. Log in to your Magento account. 2. From your account panel, under Products and Services, click the Add link next toCustom SSL Certificate. (If you have multiple stores, click the link next to the correct store.)

3. Enter your payment information, and click Go.After this step, a technical support team member will contact you to complete the set up process.


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Using Magento Connect

Using Magento ConnectMagento Go can be customized by adding Trusted Extensions from Magento Connect. Magento Connect offers a wide range of third-party tools and services, including: Site management utilities Marketing tools and services Customer experience add-ons Themes and more!

New extensions and services are always being added, so stop by often to see whats new. magentoconnect.com

Magento Connect

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Step 1:

Purchase a Trusted ExtensionExtensions help you attract customers, add features, manage your store more effectively and much, much more. Look for the Magento Connect Trusted Extensions badge, and find the extension you need to succeed.

To purchase an extension: 1. Log in to your Magento account. 2. Find the Magento Go Trusted Extension that you want to install. 3. Set the Platform list to Magento Go. Then, do one of the following: For a free extension, click the Get It Now button. Then when prompted, click the Place Order button. For a paid extension, click the Buy Now button. When prompted, complete your Billing Address and Payment Information, and click the Place Order button. When the order is complete, you will receive the confirmation message, Your extension has been installed.

4. To verify the installation, click View in My Account. You will find the extensionlisted in the My Products and Services section, under My Go Extensions.

My Account: My Products and Services My Go Extensions


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Step 2:

Activate the Extension1. Log in to your Magento customer account. 2. To view your Magento Go Extensions, from the My Account dashboard, click MyGo Extensions.

3. If you have multiple stores, set the Store Name list to the store where theextension is installed.

4. Find the extension in the list. Then in the Status column, click Disabled tochange the status to Enabled. Note: If you ever want to disable this extension in the future, simply click Enabled to change the status to Disabled. For more information, see the instructions provided by the extension developer.

My Go Extensions: Status Enabled

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CHAPTER 5:

Your Back OfficeThe Admin panel is your virtual back office, and gives you the ability to control all aspects of your online store. In this chapter, you will learn how to find your way around the menus, commands, configuration utilities, and reports that make up the Admin panel.

To log in to the Admin panel: 1. In the address bar of your browser, type the domain for your store, followed by/admin. If you have a standard domain such as mystore, type this: http://mystore.gostorego.com/admin If you have a custom domain such as mystore.com, type this: http://www.mystore.com/admin

2. Type your User Name and Password, and click the Log In button.If you dont remember your User Name or Password, you can find them in the Welcome email you received when your store was created.

Admin Login


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Chapter 5: Your Back Office

Admin Panel

Admin PanelAll of the commands you need to manage your store are located in the top navigation of the Admin panel. Over time, youll learn to use them all!

Dashboard The Dashboard provides an overview of the sales and customer activity on your site. It is usually the first page that appears after you log in to the Admin panel.

Sales Menu The Sales menu is where you can find everything related to processing an order, including current and past orders, invoices, shipments, credit memos, terms and conditions, and taxes.

Catalog Menu The Catalog menu controls everything related to your product catalog, including products, categories, attributes, URL rewrites, search terms and indexing, product reviews, ratings and tags, Google Content and Google Sitemap.

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Admin Panel

Design Menu The Design menu lets you change the design of your store by customizing and applying different themes, editing text, moving blocks, and making code changes with CSS and JavaScript.

Customers Menu The Customers menu lets you manage customer accounts, groups, and gift cards. You can also add new attributes, or specialized fields, to the customer record.

Promotions Menu The Promotions menu lets you set up Catalog and Shopping Cart Price Rules, which trigger an action whenever a set of conditions is met. Rules can be used to extend a discount to a customer group or product, or be based upon the items in the shopping cart.


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Admin Panel

Newsletter Menu The Newsletter menu is used to manage the list of subscibers to any newsletters you publish.

CMS Menu The CMS menu lets you create new content pages and edit existing ones. In addition, you can create static blocks of content, and set up dynamic frontend apps, such as a rotating banner or list of new products. You can also create polls and monitor the responses.

Reports Menu The Reports menu provides a broad selection of reports on every aspect of your store, including sales, shopping cart, products, customers, reviews, tags, and search terms.

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Admin Panel

System Menu The System menu provides configuration utilities for every aspect of your store. In addition, you can manage your account, set permissions, import/export data, manage email templates, currency and translations, and create additional store views.

Add-Ons The Add-Ons command provides access to the Magento Connect marketplace, where you will find Trusted Extensions for your store.


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Using the Dashboard

Using the DashboardThe Dashboard is the first page that appears after you log in to the Admin panel, and gives an overview of your sales and the customer activity on your site.

To set the date range:Set Select Range to one of the following: Last 24 Hours Last 7 Days Current Month YTD 2YTD

To adjust the scope of the report:Set Choose Store View to limit the reports to a specific website or store view. (The availability of additional store views is determined by your plan.)

Dashboard

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Using the Dashboard

Sales ChartsThe charts at the top of the Dashboard provide a quick snapshot of your orders and amounts, within the specified date range. Orders The Orders tab shows the number of orders during the time range specified. Amounts The Amounts tab shows the revenue during the time range specified. The block below the charts displays the current revenue, quantity, tax, and shipping amounts of your orders.

Summary ReportsThe blocks on the left of the Dashboard provide summary information about your lifetime sales, average order amount, last five orders, and search terms. The tabs at the bottom provide quick reports about your best-selling and most viewed products, new customers and those who have purchased the most.

Bestsellers Lists your best-selling products, showing the price and quantity ordered.

Most Viewed Products Lists the most recently viewed products and the number of times viewed.

New Customers Lists recently registered customers.

Customers Lists the customers who have ordered the most during the specified range of time.


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Using the Dashboard

Dashboard SettingsThe Dashboard is displayed by default as the start-up page for the Admin panel. If you prefer, you can change the configuration so you see a different page when you log in. You can also set the starting dates used in Dashboard reports, and disable the display of the charts section.

To set the starting dates: 1. From the Admin panel, go to System > Configuration.

2. Then in Configuration panel on the left, under General, select Reports. 3. In the Dashboard section, do the following:a. Set Year-To-Date Starts to the month and year that the current year began. b. Set Current Month Starts to the current month.

System > Configuration > Reports > Dashboard

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Using the Dashboard

To change the Admin startup page: 1. From the Admin panel, go to System > Configuration. Then in theConfiguration panel on the left, under Advanced, select Admin.

2. In the Admin UI section, set Startup Page to the page you want to appearwhenever you log in to the Admin Panel.

3. Click the Save Config button to save the setting.

System > Configuration > Advanced > Admin > Admin UI

To use static data:If you have a lot of data to process, the performance of the Dashboard can be improved by turning off the display of real time data.

1. From the Admin panel, go to System > Configuration. Then in theConfiguration panel on the left, under Sales, select Sales.

2. Click to expand the Dashboard section. Then, set Use Aggregated Data (beta)to Yes.

To disable the chart: 1. From the Admin panel, go to System > Configuration. Then in theConfiguration panel on the left, under Advanced, select Admin.

System > Configuration > Advanced > Admin > Dashboard

2. In the Dashboard section, set Enable Charts to No. 3. Click the Save Config button to save the setting.A message on the Dashboard indicates that the chart is disabled.


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Updating Your Store Information

Updating Your Store InformationIf you completed the Start My Store steps, then you have already entered some of your store settings. Now, you will learn where these settings are located in the Admin panel, so you can complete the configuration. Well start from a global perspective to configure your country, language, and time zone, and work our way down to the local level.

Countries Options1. From the Admin panel, select System > Configuration. 2. On the General page, click to expand the Countries Options section. 3. Set Default Country to the country where your business is located. 4. In the Allow Countries list, select each country from which you accept orders. Bydefault, all countries in the list are selected. (To select individual countries, hold the Ctrl key down and click each option.)

5. When finished, click the Save Config button.

System > Configuration > General > Countries Options

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Locale OptionsThe Locale Options configure your time zone and language, and identify the days of your work week.

1. From the Admin panel, select System > Configuration. 2. On the General page, click to expand the Locale Options section. 3. Select your Timezone from the list. 4. Set Locale to the language for your store. 5. Set First Day of the Week to the day that is considered to be the first day of theweek in your area.

6. In the Weekend Days list, select the days which falls on a weekend in your area.(Hold the Ctrl key down to select more than one option.)


System > Configuration > General > Locale Options


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Currency SetupMagento Go lets you customize your store for currencies that are used in more than two hundred countries around the world.

1. From the Admin panel, select System > Configuration. 2. On the General page, click to expand the Currency Setup section. 3. Set Base Currency to the primary currency that is used for online transactions. 4. Set Default Display Currency to the currency used to display pricing in yourstore.

5. In the Allowed Currencies list, select all currencies you accept. (To selectmultiple currencies, hold the Ctrl key down and click each option.)


System > Configuration > General > Currency Setup > Currency Options

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Currency Rates and SymbolsIn addition to setting your accepted currencies, you can also manage currency rates for your store. If accepting payment in currencies from other currencies, it is important to carefully manage currency rates, because they can fluctuate and directly affect your bottom line. Currency rates can be set manually, or imported from the Webservicex Import Service.

To set currency rates: 1. From the Admin panel, select System > Manage Currency > Rates.The Manage Currency Rates page displays a table with currency rates in relation to your base currency rate (the default currency rate for your store).

2. Do one of the following: To manually control currency rates, click the field in the column for the currency, and type the changes. An alternative is to import the latest currency rates from Webservicex Import Service by clicking Import. This updates your currency rates to the most current rates.

3. When complete, click the Save Currency Rates button. To customize currency symbols:Currency symbols are used throughout your store, and appear in product prices, store orders, invoices, and so on.

1. From the Admin panel, select System > Manage Currency > Symbols.Each enabled currency for your store appears in the Currency list.

2. Enter a custom symbol to use for each currency, or choose the standard symbolby selecting the Use Standard checkbox to the right of each currency.

3. When complete, click the Save Currency Symbols button.


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Store Contact InformationYour store contact information includes the store name and address, telephone number and email addresses. The information appears on email messages, invoices, and other communications sent to your customers.

To complete your store contact information: 1. From the Admin panel, select System > Configuration.

2. On the General page, click to expand the Store Information section. 3. Type your Store Name, as you want it to appear on customer communications. 4. Type your Store Contact Telephone number, formatted as you want it to appearon customer communications.

5. In the Store Contact Address box, type the mailing address of your store.

System > Configuration > General > Store Information

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Store Email AddressesYou can use five different email addresses to represent distinct functions or departments within your business. Each identity and its associated email address can appear as the sender of automated email messages which are sent to your customer. In addition to three predefined email identities, there are two additional custom identities that you can set up according to your preference. General Contact Sales Representative Customer Support

To enter your store email addresses: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, click Store EmailAddresses.

3. Click to expand the General Contact section. Then, do the following:a. In the Sender Name box, type the name that you want to appear as the sender of email messages associated with the General Contact identity. b. In the Sender Email box, type the associated email address.

System > Configuration > Store Email Addresses > General Contact

4. Repeat the process to configure the email addresses for the two predefined emailaddresses, and the custom email addresses, as needed: Sales Representative Customer Support Custom Email 1 Custom Email 2

5. When complete, click the Save Config button.To learn more, see: Managing Email & Newsletters, on page 137.


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Configuring the Contact Us Form

Configuring the Contact Us FormThe Contact Us link in the footer of the page provides an easy way for customers to contact you. The form is enabled by default, but can be configured to send inquiries to a specific email address, and to reply from a specific identity.

Contact Us Form

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Configuring the Contact Us Form

To configure the Contact Us form: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, click Contacts. 3. Click to expand the Email Options section. Then, do the following:a. Enter the email address that the Contact form should Send Emails To. b. Set Email Sender to the identity you want to use for any replies sent in response to inquiries you receive. c. Select the Email Template that is used to format the data that you receive from the form.

System > Configuration > General > Contacts > Email Options


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Managing Permissions

Managing PermissionsMagento Go uses roles and permissions to provide different levels of access to the Admin panel. Each person who needs access to the Admin panel is assigned a role and set of permissions which determines the level of access. The number of Admin accounts that you can create is determined by your plan. When your store is first set up, the login credentials you receive have full permissions. However, you can restrict the level of permissions for other people who work on your site. For example, a designer can be given access to only the Design area of the site, and not to areas that contain customer and sales information. When the designer logs in to the Admin panel, the first page displayed will be the Theme Editor, rather than the Dashboard. As a security measure, user accounts are locked after six failed attempts to log in. The account can be unlocked by another user who has Administrator permissions.

Creating an Admin UserAs a best practice, you should have more than one user account that has full Administrator permissions. That way, you can use one account for your everyday Administrative activities, and reserve the other as a Super Admin account.

System > Permissions > Users

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To create an additional Admin account: 1. From the Admin panel, select System > Permissions > Users. 2. Click the Add New User button.

System > Permissions > Users Account Info

3. In the Account Information section, do the following:a. Enter the User Name for account. The User Name should be something easy to remember, and is not casesensitive. b. Complete the following information: First Name Last Name Email address This email address must differ from the one associated with your original Admin account. c. Assign the Password for the account. The password should be seven or more characters long, and include both letters and numbers. d. In the Password Confirmation box, repeat the password to make sure it was entered correctly.

4. Set This Account is to Active.


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5. In the User Information panel on the left, click User Role. Then, in the list ofRoles, select Administrators. (Initially, it will be the only role available.)

Permissions: Users Add New, User Role

6. When

Documents

MagentoGo UserGuide