Magento Merchant Boot Camp - 3 Day Instructor Led Training for Magento Merchants

Overview of the Magento Catalogue

• How the catalogue is put together


• The important terminology


• How to plan your catalogue and what to do before you put your first product in


• Safeguarding yourself so mistakes can be reversed


• How to plan your catalogue and make changes to your catalogue which will make life easier and save time in the long run.

Creating and Managing Attributes and Attribute Sets

• The importance of attributes when creating a catalogue


• Knowing what the different types of attributes are and what to use them for


• Creating attribute sets and other tasks before you set up a product


• The use of specific attributes for configurable products

Creating and Managing Store Products

• The step by step process for creating a product for the first time


• Understanding all of the different product types and when to use them


• The trouble-shooters checklist that will save you time when resolving problems with products on your store


• Setting up each of the product types


• Understanding Magento's inbuilt stock control system


• The importance of good naming conventions

Managing Categories

• The categories options


• Understanding when to use root categories and when to use sub-categories


• Defining products within a category


• Using reusable content (static blocks) and images within the category

Advanced Categories Features

• Setting up filtering so that customers can restrict the view of products to the ones they are looking for


• Adding custom sort facilities

Customer Service

• Introduction to the areas of Magento for Sales and Customer Service staff


• Understanding the order process and each of the steps


• How the different ways to pay could affect an order


• The importance of good record keeping to solve future problems and queries


• How to quickly find orders or customers

Processing Online Orders

• The step by step guide to ordering


• How to process a paid order


• Shipping orders and delivery tracking codes


• Issuing credit notes for part or all of an order


• Making adjustments to orders

Using Magento to Deal with Telephone/Offline orders

• Setting up a customer account


• Placing an order on an account


• Taking payments over the phone


• How to keep good notes on the order process


• Discounting orders on the fly

Customer Information

• Updating customer records


• Creating and amending address details (including multiple addresses)


• Reordering based on previous orders


• Using customer accounts to help generate up-sell opportunities

The Inbuilt Customer Relationship Management (CRM) System

• Keeping notes on each part of an order for future reference and problem solving


• How to keep your customers informed at any/all stages of the ordering process


• Using the CRM to keep your records in check

Using the Inbuilt Emails

• Customising standard emails for example the order email to match your business


• Opportunities to send out order sensitive promotions

Overview of where content can be managed

• Navigation of the backend of the system


• Difference between the content types


• Overview of reusable content

The Content Management System (CMS)

• Setting up content pages in your store


• Using the WYSIWYG editor to format your content and understanding the elements available


• Using the media centre to store your library of images that are outside of the catalogue.


• Methods to help find images in the future.


• Managing the pages including naming conventions

Managing Reusable Content with Static Blocks & Widgets

• What are static blocks?


• Creating a static block


• Using a static block in your content


• Using static blocks in product categories


• Introduction to widgets - what are they?


• Using widgets in pages of content


• Using widgets to create product/ category specific content


• Using widgets to put content information on any page of your site (including checkout process, registration success etc)

Using Variables and Customer Variables

• Reduce the risk of error and repetition with the use of variables


• Setting up and using the system variables


• Configuring custom variables and where to use them


• Using variables to create managable marketing messages

Overview of the Marketing Tools within Magento

• What you can do within the Magento system to promote your products


• Ways that Magento deals with seasonality


• Common mistakes to avoid when promoting products


• The value of sampling and split testing to ensure always improving results

Running and Managing your own Promotions

• Using special prices


• Cross-selling, up-selling and related products


• Time dependant offers


• What's the difference between Shopping Cart Rules and Catalogue Rules?


• Where are shopping cart rules used?


• Setting up vouchers


• Setting up group specific offers


• Using the query builder to create sophisticated and targeted offers


• What are catalogue rules users?


• Setting up simple sales


• Setting up sophisticated sales


• Using catalogue rules to make your promotions easier to manage

Search Engine Optimisation for Magento

• Optimising products to be 'Search Friendly'


• Identifying keywords and phrases that will generate sales


• How to ensure your website is not seen as 'spam' by the search engines

Customising your Store

• How easy it can be to install a completely new look for your store using themes


• Changing the default content which appears on your store

Introducing the Multi Stores features

• Currency conversion versus base currencies


• Setting up a simple currency convertor


• Setting exchange rates


• The user experience


• Creating store views


• How editing products and categories changes when you are using a multistore system


• Assigning currency


• How to change product names and descriptions for each store view


• Applying independent themes

Mobile Commerce

• Applying mobile themes


• Simple changes so the store looks good on mobile devices and desktops