New Site Checklist

So, you have made the decision to work with Outdoor Business Network to reach your eCommerce goals for you business. What now?


The following is a basic guide of what to expect and how this process generally works. However, each website is different and with different goals, visions and expectations, comes different challenges to overcome. We are leaders in the eCommerce industry and we provide you with support along each step of the way as you make the transition to a new eCommerce site.


Within this guide you will see what you should expect and what we expect from you to guide this process along smoothly.


  1. Contracts are read and signed, billing forms are filled out and sent to the billing department.

  2. You are welcomed to the team, a new support ticket is made to correspond with you on the progression of your site. In this ticket you will be sent the design questionnaire.

    • Use the design questionnaire to communicate any preferences you may have for your site, we recommend you sketch out how you envision your site to look, noting color schemes that you prefer, be as detailed as you can. At the very least, send us some examples of site design that you like and communicate with us what aspects of those sites to you find appealing. This step ensures that we can create your vision as accurately as possible.

    • Send over your site logo or any graphics that you want incorporated on your new site. Any photos or supporting images that you have on file for your business are helpful in creating graphics for your new site, for example, sending over a product image that you want to push customers towards, photos of your brick-and-mortar store that can give customers a feel for your business, etc.


  1. While our team goes to work creating the framework of your new site, your Project Manager will give you a call to run through our support system (obnit.com) show you how to use it, how to access your project and tickets as well as your billing information.


  1. When the initial site has been designed you will be sent a ticket to view your new site. We encourage you to view your new site and give us your honest opinion of what you think. Tell us any design revisions that you have in a timely manner to make sure we can get them implemented as soon as possible. (keep in mind we will go through the product categorization, payment modules and shipping set up later on with the support department)


  1. Revisions are made and once you are happy with the site design you move on to the support department. At this point, the project manager will give you a call to check in with you and let you know of what we need to do to move forward.


  1. You should expect to devote 4 hours to training sessions, each training session lasts one hour and will cover topics that will help you to understand how to maintain your website. The training sessions will be split up accordingly:

    • Training I: Catalog: Categories and Products, Reviews, Specials, Pricing, Information Pages, Mainpage Editing

    • Training II: Store Information: Customers, Order Process, Coupons, Customer Points, Related Products, Customer Groups

    • Training III: Configuration, Shipping and Payment Modules

    • Training IV: Managing Feeds and Advanced Features, Domains and SSL set up

  2. Product Categorization: This is a step that some choose to skip and keep the categories as they are straight from the distributor, although we encourage you to categorize your store to make shopping an easy process for customers. We encourage our clients to do the categorization and merchandize their store after completing the training session that covers Categorization and Front End Categories. We can help you with this process, however, we know this can be a time consuming and tedious process. If you wish to have us categorize your site you may use your allotted monthly design time to have our team categorize the site. In order to do so we will  need from a list of categories that you would like your products arranged as, in doing so, the support team will handle the initial categorization for you.


    • Keep in mind you can always make changes to categorization. In fact, it is highly encouraged that you merchandize your site and keep it up to date frequently. By no means does an uncategorized site mean that the site is not finished or not ready to go online behind the domain.


  1. After your first 2 training sessions are complete, we move on to your Payment Module. In order to set up your payment method we will need from you:

    • What payment processor you utilize (We support Authorize.net, Fast Charge, eProcessingNetwork, iPayment, Link Point, PayPal, 2CheckOut, PSiGate, and SECPay)

    • We will need your account login information for said payment processor so we can link your account to your online store.

    • After the payment module is installed, we will do a test to ensure the payment module is working correctly.


  1. Then we move on to the Shipping Module. In order to install this module we need the following information from you.

    • What shipping method you would like to set up. (We support FedEx, UPS, USPS)

    • Your account login information for said shipping method, we will use this information to get a developer access key for your account, which we will then use to link to your online store.

    • Keep in mind that you can configure the shipping so that certain products are shipped by the vendor. This is called Vendor Mapping and will be covered in your third training session, although we can help you to make sure the shipping is configured to your liking.

  2. In your last training session you will cover managing the Amazon, Ebay and Google Feeds.

    • To set up these feeds we will need your Amazon, Ebay or Google account login credentials to tie them in with your site.

    • You will also need to choose what products you would like to list on these platforms, be sure to research platform restrictions when it comes to listings. We recommend you start slow, and build your way up to listing all the products you want on your Amazon or Ebay site.

      1. These features are exclusive to only certain website packages, if they are not included in your package you can always speak to a sales representative to upgrade your package.

  3. Once your final training session is complete. We will put the IP address to your site behind your chosen domain, and set up an SSL certificate and from there you take over!
  • 0 Users Found This Useful
Was this answer helpful?

Related Articles

Search

The admin search feature is very powerful, and when used can make your navigation and use of the...

My Account

The My Account link in the top right corner of your administration area allows you to view your...

Logoff

Use the Logoff link in the top right corner of the admin screen to log out of this area when...

Online Catalog

This link will take you directly to your online catalog home page (front end).

Menu Bar

The menu bar is the main navigational component of the website. It holds access to all pages...

Powered by WHMCompleteSolution