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MasterClass Training Agenda TMC7

Quick Order Portal


09:30 - 09:45 Introduction

  • Today's agenda - aims and objectives
  • Lunch arrangements
  • Mobile phones off or take call outside

09:45 - 10:00 Overview of Quick Order Portal

  1. Templates
  2. Enquiry Websites
  3. Ecommerce Websites
  4. Proofing
  5. Quick Order Portal linking with PromoServe

10:00 - 11:00 Enquiries & Favourites

  1. Enabling Favourites
  2. Enabling Enquiry Basket & Form
  3. Enquiries Integration with PromoServe
  4. Static on screen enquiry baskets with FreeStyle
  5. DataXchange for Enquiries

11:00 - 11:30 Orders

  1. Why customers have E-commerce websites?
  2. What additional steps need to be taken to achieve a successful ecommerce website
  3. Product Data for ecommerce
  4. DataXchange for Sales Orders/Order Updates

11:30 - 11:45 Break for refreshments & phone calls


11:45 - 12:15 Editing your Quick Order Portal

  1. Changing Design & Layout
  2. Uploading Images
  3. Uploading Media
  4. Uploading Buttons

12:15 - 13:00 Editing your Quick Order Portal structure

  1. Adding & amending categories
  2. Adding Pages
  3. Links and their locations

13:00 - 13:30 Break for Lunch


13:30 - 14:00 Search Engine Optimisation

  1. Statistics
  2. Keywords & Mega Tags
  3. SEO friendly URLs
  4. Canonical URLs
  5. Google Analytics

14:00 - 14:30 Customers & Users

  1. Adding Customers
  2. Adding Users
  3. Registrations
  4. Uploading customers & users

14:30 - 15:00 Products

  1. Adding products manually
  2. Auto product feeds
  3. Uploading products from PromoServe
  4. Additional cost setup

15:00 - 15:15 Break for refreshments & phone calls


15.15 - 15:30 Quick Quote

  1. Configuring a bespoke product detail view
  2. Using multiple print locations & methods with Quick Quote
  3. Additional costs in more detail

15:30 - 16:00 Virtual Categories

  1. How to show a product in more than one place
  2. Configuring a virtual category
  3. Uploading & displaying virtual categories
  4. Assigning sub-categories to multiple main categories

16:00 - 16:30 Client Subsites

  1. Why use subsites?
  2. How subsites link to main sites
  3. Client specific prices
  4. Price bands

16:30 - 16:45 General Q&As


16:45 - 17:00 Review of Course


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