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MasterClass Training Agenda TMC8

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 Products

  1. Product Database on QOP
  2. Product upload routine from PromoServe/TransAction
  3. Product Options; colours, sizes, price includes
  4. Associated Products
  5. Featured Products

11:00 - 11:30 Categories

  1. Product Categories
  2. Category Structures; Multiple parent categories
  3. Virtual Categories

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


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

  1. Template Options - how they differ
  2. Design & Layout Tips
  3. CSS - Why would you use it? inc Firebug Tricks
  4. Uploading Button Sets

12:15 - 13:00 DataMate Forms

  1. What are datamate forms?
  2. Adding Questions to datamate forms
  3. Adding upload fields
  4. Changing Phrases
  5. Downloading forms

13:00 - 13:30 Break for Lunch


13:30 - 14:30 Search Engine Optimisation

  1. Statistics
  2. Keywords & Mega Tags inc H1
  3. SEO friendly URLs
  4. Canonical URLs
  5. Google Analytics
  6. 301 Redirects

14:30 - 15:00 Customers & Users

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

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


15:15 - 15:45 Orders

  1. Placing an Order
  2. Order on Account vs Online Payment
  3. Customer Special Prices; Order Pad
  4. Downloading Orders with artwork & proofs attached

15.45 - 16:15 Additional Costs & Quick Quote

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

16:15 - 16:30 Special Offers & Shipping

  1. Setting up Special Offers; BOGOF, Free Shipping, Buy x Get y Free
  2. Setting up Shipping; Basic QOP, Additional Costs, UPS/DHL/FedEx
  3. PromoServe Setup for Offers and Shipping

16:30 - 16:45 General Q&As


16:45 - 17:00 Review of Course


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