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Content Management System Tutorials

Website Content Editing

  • Introduction to Your Online Business
  • Congratulations! You've made the first step towards online business success!

  • Editing Your Website
  • This tutorial will introduce you to editing your Online Business Website. You'll learn how to make simple changes using Sitewalk, an intuitive point and click tool that edits your page as it looks in a browser.

  • Adding and Deleting Web Pages
  • This tutorial will introduce you to adding web pages to your website. Web pages are your 'basic content container' and most content modules (announcements, FAQs, web forms etc) need to be added to pages to be viewed on your website. Webpages also use a website template to wrap them in a consistent look and feel.

  • Using Content Modules
  • Content modules are modules which are 'ready to go' for your website. They are great ways to easily add advanced functionality such as Forums, Blogs, Announcements and More to your site!

  • Editing Navigation Menus
  • We've created a web page, but in order to create a web site, we'll need to bind it to other pages. This is where navigation menus come in handy. A navigation menu is exactly the right type of glue for that; a consistent series of links that you can use to allow your users to navigate easily from one section of your web site to another.

  • Inserting Webforms
  • Web Forms are the best way to have visitors interact easily with your site....and within the system, all of these interactions are captured and saved so that you can build your list of customers easily!

  • Creating a Secure Zone
  • Secure Zones are what you use when you want to hide content from everyone, save for a select few with login permissions.

  • Editing Website Templates
  • During the course of this tutorial, you will come to understand the importance of the role that templates play in the creation of a website. You will also become familiar with basic template editing.

  • Using the File Manager, FTP and Triangle
  • There are three ways to transfer data to and from your site. You can use either FTP, Triangle, or the built in File Manager.

Your Customer Database

  • Managing Your Customer Database
  • This tutorial will introduce you to the customer database on your online business.

  • Adding and Editing Customers
  • This tutorial aims to give you an understanding of how Customer records are managed within the system.

  • Customizing Webforms and Editing Cases
  • This tutorial aims to give you an understanding of how you can add your own customized fields to a web form, so that you can gather information relevant to your business.

  • Customer Orders
  • This tutorial is designed to run you through all aspects of Orders within the system.

  • Setting up Customer Bookings
  • In this tutorial, we will run through the bookings module of the system, and how to create a new booking for a customer.

  • Using Opportunities
  • This tutorial is designed to give you an understanding of the Opportunities classification of Customers within the system.

  • Database Importing and Exporting
  • In this tutorial, you will learn how to Create a Customer report, and export that data into a spreadsheet. You will then learn how to perform an import of your existing customer records.

Reporting and Analytics

  • Website Reporting and Analytics
  • In this tutorial, you'll get an overview of what we consider the most important built-in standard reports in the different areas of the system including website, ecommerce, webform inquiries and email marketing.

  • Custom Customer Reports
  • Learn what customer reports are, how to create them and the different types of customer reports you can build.

  • Custom eCommerce Reports
  • You can use eCommerce reports to extract all sorts of information about the performance of your online store.

  • Custom Website Reports
  • Website reports in the system are reports that you can create to drill into your traffic and visitor information for your website.

eCommerce

  • Setting Up Your Online Shop
  • This tutorial will introduce you to eCommerce on your Online Business. You'll get an overview of how to setup your catalogs and products in the system. It also briefly covers payment gateways and shipping options.

  • eCommmerce Product Advanced Options
  • This tutorial will guide you through setting up the advanced options in your product details.

  • Configure My Shipping Options
  • This tutorial will help you setup the shipping options for your site.

  • Configure My Payment Gateways
  • This tutorial will explain what payment gateways are, what the different types of gateways you can use and how you can integrate them into your eCommerce site.

  • Customize My eCommerce Look and Feel
  • This tutorial will guide you customizing your online shop. It will cover the product list and detail layouts, catalog layout, shopping cart layout, registration form, receipts and invoice.

  • Advanced eCommerce Options
  • This tutorial will guide you through setting up upselling (related products), volume discounts and product grouping.

  • Applying Tax Codes
  • This tutorial will guide you through setting up the Tax Options for you site.

  • Offering Discount Codes
  • Discount codes are a great way to increase your online sales. This tutorial will guide you through setting up the discount codes.

  • Offering Gift Vouchers
  • This tutorial will guide you through setting up the gift vouchers for your site

  • Setting up Affiliate Programs
  • Affiliate marketing is a method of promoting online businesses in which an affiliate is rewarded for every visitor, subscriber, customer, and/or sale provided through his/her efforts. This tutorial will guide you through setting up the affiliate programs.

Email Marketing

Reporting and Analytics

  • Reporting and Analytics
  • This tutorial will introduce you to reporting and analytics on your online business. You'll get an overview of what we consider the most important built-in standard reports in the different areas of the system including website, ecommerce, webform inquiries and email marketing.

  • Custom Customer Reports
  • This topic covers the creation of customer reports. You will learn what customer reports are, how to create them and the different types of customer reports you can build.

  • Custom eCommerce Reports
  • The possibilities with ecommerce reporting using the ecommerce report creator are wide and varied. You should create a few reports just to get a feel for the report creator and to understand its scope.

  • Custom Website Reports
  • Every website report allows you to first choose filter criteria, then choose a date range for that report.

System Settings and Admin

  • System Settings and Administration
  • In this tutorial, you will learn where to find the system administration settings, a brief explanation of their function, and links to more detailed articles on each administrative function.

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