Ce diaporama a bien été signalé.
Nous utilisons votre profil LinkedIn et vos données d’activité pour vous proposer des publicités personnalisées et pertinentes. Vous pouvez changer vos préférences de publicités à tout moment.

WooCommerce Workshop. INSTALL. SET UP. PUBLISH. SELL.

340 vues

Publié le

I had the pleasure to speak at the Dublin City University Business School in April 2018. I was kindly invited by Grace Fox, a lecturer who looks after the Masters in Digital Marketing.

The workshop title was "WooCommerce Workshop. INSTALL. SET UP. PUBLISH. SELL.", aimed at helping students build an ecommerce enabled website with WordPress and WooCommerce.

Here are the slides of the live demonstration I held.

Publié dans : Internet
  • Soyez le premier à commenter

  • Soyez le premier à aimer ceci

WooCommerce Workshop. INSTALL. SET UP. PUBLISH. SELL.

  1. 1. WooCommerce Workshop INSTALL. SET UP. PUBLISH. SELL. @RMELOGLI 1BUSINESSBLOOMER.COM/DCU Rodolfo Melogli, WC Developer
  2. 2. WooCommerce Workshop INSTALL. SET UP. PUBLISH. SELL. 2 1. Introduction: Things You Should Know Before Installing WC 2. DEMO: How to Install WC 3. DEMO: Walk-Through of the Most Important Settings & Payment Gateways 4. DEMO: How to Publish Your Products & Test Checkout 5. WooCommerce A.M.A. & Intro to Customisation
  3. 3. PART #1 Introduction THINGS YOU SHOULD KNOW BEFORE INSTALLING WC @RMELOGLI 3BUSINESSBLOOMER.COM/DCU
  4. 4. Introduction THINGS YOU SHOULD KNOW BEFORE INSTALLING WC 4 1. Hosting Requirements 2. Project Management 3. Compatible WP Themes 4. “WC Wizard” vs WC Settings 5. Product Photography & Content 6. Testing 7. Troubleshooting / System Status 8. Launch & Maintenance
  5. 5. Hosting Requirements 5 ● Always remember WC is a WP plugin - it depends on it ● https://wordpress.org/about/requirement s: Linux, PHP, MySQL, HTTPS ● Capacity? Unlimited products: https://businessbloomer.com/many-pro ducts-can-woocommerce-handle ● Fast if server fast / optimised ● Slow if poorly set up / WP “conflicts”
  6. 6. Project Management 6 ● NEVER install WC on a live WP site - ideally use a “staging” or “development” environment ● Only move to “production” after testing ● Same applies to website maintenance after launch: NEVER update WP/WC unless you’ve tested on staging first ● A missing “;” in the PHP code will send your website down
  7. 7. Compatible WP Themes 7 ● Spoiler Alert: compatible with all themes ● WordPress Themes ● WooCommerce-ready Themes ● WooCommerce Themes ● Free ● Premium ● Importance of Theme’s Dev & Support Teams
  8. 8. 8 “WC Wizard” vs WC Settings
  9. 9. Product Photography & Content 9 ● Totally underestimated ● Biggest responsible of “going live” delays ● To optimise your project management, content should be available and signed off BEFORE you work on draft #1 (contract should clearly highlight this) ● White background, square, 1000px ● Title, price, short desc, long desc, category, main image, image gallery
  10. 10. Testing 10 ● Essential: Checkout = $$$ ● During “development” and “production” stages ● Website can go down without doing anything: ○ WordPress auto-update ○ SSL expiry ○ Plugin/Theme bug or conflict
  11. 11. Troubleshooting 11 ● Act fast ● Have to be good at guessing (keep a changelog) to be more efficient during troubleshooting ● 70% of the time is an out of date (or unreliable) plugin/theme ● WC System Status; WP Debug ● White Screen vs Frozen/Spinning vs Broken Layout (PHP - JS - CSS)
  12. 12. Launch & Maintenance 12 ● You could start selling in 15 mins... ● HOWEVER, you could break the site in one second ● How much “downtime” can the website owner afford? ● Maintenance “packages”: daily / weekly / monthly, yearly performance review (small vs big business)
  13. 13. END of PART #1 QUESTIONS? @RMELOGLI 13BUSINESSBLOOMER.COM/DCU
  14. 14. PART #2 Demo HOW TO INSTALL WC @RMELOGLI 14BUSINESSBLOOMER.COM/DCU
  15. 15. Demo HOW TO INSTALL WC 15 1. WordPress Dashboard 2. Plugins / Add New / Search: WooCommerce 3. Install 4. Activate 5. Skip Wizard 6. New WP Pages 7. Settings (part #3)
  16. 16. WordPress Dashboard 16 ● yoursite.com/wp-admin ● Install “WPS Hide Login” to rename “wp-admin” & reduce bot attacks: https://wordpress.org/plugins/wps-hide -login ● Hopefully not using “admin” and “password” as credentials :) ● “Administrator” capabilities required!
  17. 17. 17 Plugins / Add New / Search / Install / Activate
  18. 18. 18 Skip “WC Wizard”
  19. 19. 19 New WP Pages Cart Checkout My Account Shop
  20. 20. END of PART #2 QUESTIONS? @RMELOGLI 20BUSINESSBLOOMER.COM/DCU
  21. 21. PART #3 Demo WALK-THROUGH OF THE MOST IMPORTANT SETTINGS @RMELOGLI 21BUSINESSBLOOMER.COM/DCU
  22. 22. Demo WALK-THROUGH OF THE MOST IMPORTANT SETTINGS 22 1. General 2. Products 3. Tax 4. Shipping 5. Checkout 6. Account 7. Emails 8. Appearance > “Customize”
  23. 23. “General” 23 ● Address: for tax, shipping calculations ● Selling locations: all / specific ● Shipping: disable / all / specific ● Geolocation? ● Tax: disable / enable ● Pick your Currency (https://businessbloomer.com/charge-cu stomers-currency)
  24. 24. “Products” 24 ● General ○ “Add to Cart” behaviour ○ Units & Reviews ● Inventory ○ “Hold stock” ○ Visibility & Format ● Downloadable Products
  25. 25. “Tax” 25 ● Taxt Options ○ Prices incl. or excl. tax ○ Address for tax calculations ○ Shipping tax? ○ Display ● Standard Rates ○ by country/state/zip etc.
  26. 26. “Shipping” 26 ● Shipping Zones ○ Shipping Zone = set of locations with SAME shipping methods e.g. IE&NI ○ Shipping Methods ■ Flat Rate e.g. €5/order ■ Free Shipping (“above €100”) ■ Local Pickup (collect in store)
  27. 27. “Shipping” (cont.) 27 ● Shipping Options ○ Calculations Options ○ Checkout: separate Billing/Shipping sections? ○ Debug mode - useful for troubleshooting shipping zone rates @ Cart/Checkout
  28. 28. “Shipping” (cont.) 28 ● Shipping Classes ○ If assigned to specific products, will define product-specific rates ○ E.g. “heavy”: higher flat rate ○ E.g. “free” shipping class: certain products are always free to ship https://businessbloomer.com/assign-f ree-shipping-single-woocommerce-p roduct
  29. 29. “Checkout” 29 ● Checkout Options ○ Coupons? ○ Guest vs Login/Registration Required ○ T&C Page! ○ Payment Gateways summary ■ Offline e.g. Bank Transfer ■ Online e.g. PayPal
  30. 30. “Checkout” (cont.) 30 ● BACS = Bank Transfer ● Check = Cheque Payments ● COD = Cash on Delivery ● PayPal ● (Stripe) Free Official Plugin: https://woocommerce.com/products/stri pe/ ● (Others) Payment Gateway Plugins
  31. 31. “Checkout” (cont.) 31 ● Bank Transfer ○ Offline payment i.e. manual ○ Will mark order as “On Hold” ○ Store admin will need to manually complete the order (WC > Orders > “tick”) once money arrives... ○ Not recommended e.g. does Amazon accept bank transfers?
  32. 32. “Checkout” (cont.) 32 ● Cheque ○ Offline payment i.e. manual ○ Will mark order as “On Hold” ○ Store admin will need to manually complete the order (WC > Orders > “tick”) once cheque lodged... ○ Not recommended e.g. does Amazon accept cheques?
  33. 33. “Checkout” (cont.) 33 ● Cash on Delivery ○ Offline payment i.e. manual ○ Will mark order as “On Hold” ○ Store admin will need to manually complete the order (WC > Orders > “tick”) once order is paid @ door... ○ Not recommended e.g. does Amazon accept COD?
  34. 34. “Checkout” (cont.) 34 ● PayPal ○ Online payment i.e. automatic ○ Will mark order as “Processing” ○ Get paid immediately (PP servers) ○ Only need to enter PayPal email ○ IPN / API settings overview ○ PayPal standard / lift limits
  35. 35. “Checkout” (cont.) 35 ● Stripe ○ Online payment i.e. automatic ○ Will mark order as “Processing” ○ Get paid immediately (on site) ○ Only need to enter Stripe Live keys ○ Don’t enable “Stripe checkout” ○ Great combo together with PayPal
  36. 36. “Checkout” (cont.) 36 ● Other Payment Gateways ○ Might decide to get a more robust bank “merchant account” e.g. Realex/Elavon/Sage/BOI/AIB etc. ○ Find official WC plugin (might be premium) ○ Install, enter API keys - good to go!
  37. 37. “Accounts” 37 ● Customer Registration ○ Checkout ○ My Account? ● Login/Password ○ Save time ● Account “Endpoints” = “My Account” page customer “tabs”. Delete to disable
  38. 38. “Emails” 38 ● Admin Notifications ○ new order ○ cancelled & failed order ● Customer Notifications ○ processing vs completed ○ refunded & account management ● Default email template
  39. 39. “Emails” (cont.) 39 ● Single Email Notification ○ enable/disable ○ recipient, add recipient ○ subject ○ heading ○ maybe override
  40. 40. Appearance > “Customize” > WooCommerce 40 ● Store Notice e.g. “we’re closed for business!” ● Product Catalog ○ Products vs Categories/Subcats ○ Sorting ○ Cols & Rows ● Product Images! ○ Define Ratio (Width: Hight)
  41. 41. END of PART #3 QUESTIONS? @RMELOGLI 41BUSINESSBLOOMER.COM/DCU
  42. 42. PART #4 Demo HOW TO PUBLISH YOUR PRODUCTS & TEST CHECKOUT @RMELOGLI 42BUSINESSBLOOMER.COM/DCU
  43. 43. Demo HOW TO PUBLISH YOUR PRODUCTS & TEST CHECKOUT 43 1. Dashboard > Products > Add New 2. Title (SEO) Box 3. Long description Box 4. Product Data Box 5. Short description Box 6. “Publish” Box 7. Category, Tag Boxes 8. Image, Gallery Boxes
  44. 44. Demo (Cont.) HOW TO PUBLISH YOUR PRODUCTS & TEST CHECKOUT 44 9. Product > “View Product” 10. Add to Cart 11. View Cart 12. Proceed to Checkout 13. Testing with offline payments 14. Testing with 100% coupon 15. Testing with online payments + refund 16. Check: Order Status, Emails, Bank!
  45. 45. Text Content 45 ● Title ○ https://moz.com/learn/seo/title-tag ○ “Primary Keyword - Secondary Keyword | Brand Name” ○ 50 chars ● Long description (full specs - see “Amazon Echo” to see how it’s done!) ● Short description (teaser)
  46. 46. Taxonomies 46 ● (1 or more) Categories ○ Must ○ Similar Group e.g. “Leggings” ● (1 or more) Tags ○ Optional ○ Similar Features e.g. “Red”, “Unisex” ○ https://businessbloomer.com/noindex -woocommerce-product-tag-pages
  47. 47. Images 47 ● “Product Image” ○ Main image ○ Whole view ○ Zoom by default ● “Product Gallery” ○ Gallery below main image ○ Details, piece by piece, etc. ○ The more the better!
  48. 48. “Publish” Box 48 ● “Save as Draft” until 100% happy ● Status ● Visibility ● Schedule ● Catalog visibility ● “Publish” ● Unpublish
  49. 49. “Product Data” Box 49 ● This is the product “core” ● Product Type: 4x ● Virtual: no shipping ● Downloadable: delivers a file ● Simple Product Type ○ General: price / tax ○ Inventory: stock ○ Shipping: dimensions & class
  50. 50. “Product Data” Box (cont.) 50 ● Variable Product Type ○ Attributes tab ■ Add ■ Values ■ “Used for variations”! > Save ○ Variations tab ■ Create variations for all attributes ■ Expand - enter data for each var
  51. 51. Testing Checkout 51 ● Publish > “View Product” ● Add to Cart ● View Cart, Go to Cart ● Proceed to Checkout a. Enable offline payment e.g. “COD” b. Create 100% coupon > €0 payment c. Create 99% coupon > PayPal ● See the “thank you” page (HOPEFULLY!) ● Get admin & customer emails (HOPEF.)
  52. 52. END of PART #4 QUESTIONS? @RMELOGLI 52BUSINESSBLOOMER.COM/DCU
  53. 53. PART #5 WooCommerce A.M.A. ASK ME ANYTHING + INTRO TO CUSTOMISATION @RMELOGLI 53BUSINESSBLOOMER.COM/DCU
  54. 54. Thank You! @RMELOGLI 54BUSINESSBLOOMER.COM/DCU Rodolfo Melogli, WC Developer

×