About This Guide

This guide explains how to configure your site settings in detail. Access to these settings on your website is via Site Setup in the Admin Centre.
All the system configuration settings are shown, however if you are not using ecommerce then ignore any settings which relate to ecommerce and complete all the remaining settings for your CMS system.


Basic Terminology

You can access a guide to understanding basic ecommerce and web terminology here.

Contents

System Configuration

  1. Contents (Quick Find) 
  2. Core Details  
  3. Company Details
  4. Pay Per Lead System
  5. Tax Information
  6. Website Display Settings
  7. Products & Store Pages Setup.
  8. Delivery Page
  9. Stock Management
  10. Drop shipping
  11. Integrations
  12. Search Engine Optimization (Meta Data)
  13. Indexing options
  14. Social media setup


Contents (Quick Find)


Clicking on this will expand the contents bar which you can help you quickly navigate to the section you want. Simply left click on the section you wish to jump to.


Core Details 

Use only as a marketing site removes all cart and checkout features so that users can see your products but not buy them off the site. It turns your site into an online catalogue rather than an ecommerce store.


Allow enquiries only on products replaces all add to cart buttons with a Submit Enquiry button via which users can enter their contact details and a message which is then emailed to you. Using this feature disables the cart and checkout on your site.


Country - select your country from the drop down list. This is used by a number of programs to determine which version of Google to use for the Marketing Console and Google product feeds.


Language - select the language you are using on the site. This affects the character encoding used to display cyrillic characters such as accents, cedillas etc which are used in certain languages.


Company Details

Company Name – Enter your company name here. By default this will appear in the header bar on every page but can be set not to appear via Website Colours.


Slogan – Enter your company slogan or catch phrase here. By default this will appear in the header bar on every page but can be set not to appear via Website Colours.


Logo – Upload your logo by clicking browse then selecting the logo file. The logo size should fit into your overall website header design scheme. The logo will appear in the left side of the header bar, above the company name and slogan if they are shown, as well as being available to use in your order / invoice document template. The logo can be set not to appear via Website Colours.


Telephone Number – Enter your contact telephone number here. By default this will appear in the header bar on the right but can be set not to appear via Website Colours.


Favicon - Upload a favicon which will be displayed in visitors’ browser tabs.


Company Address – Enter your address here. This will appear in the footer bar.


Warehouse Address - Enter your warehouse address here, if relevant. This is used in Order Manager to allow you to create and send purchase orders to your warehouse for fulfilment. You can now also add multiple store locations via Store Locator.


Contact Email – enter your contact email here. This is important as all standard emails from the site including orders and enquiries will be sent to this address. You can enter multiple email addresses by separating each address with a semi-colon surrounded by spaces
e.g.  john@mycompany.com ; janet@mycompany.com


Hint: If you set up custom forms in Form Builder you can set up specific email addresses where you wish responses to be emailed to.


SMS Details - Subscription Required.
You can select to receive SMS/Text alerts whenever a contact form response or a new order has been placed. You can also opt to send SMS/Txt alerts to users when they place an order and to keep them updated about its status.


Note: Subscription Required Using this feature requires that you setup and maintain an account with Clickatell. Text messges are charged at around 3p each. This service is only available in the UK. Please contact us to assist in setting this up. If you do not have a subscription do NOT set up ANY SMS details.


Pay Per Lead System


The Pay Per Lead System applies when the website is being used as a way to generate and distribute leads out to companies who have signed up to receive them from you.


Untick Use The Pay Per Lead System for normal business and ecommerce sites.


Tax Information


This is for use only by ecommerce sites to enter your tax information.


Important Note (UK Users): Tax Settings Changing From Non-VAT to VAT Registered


You will set whether you are a VAT registered business and the prevailing VAT rates. If you think you will exceed the VAT threshold, make sure you register with HMRC and set the site up for VAT now. This affects how pricing information is stored. If you start off as non-VAT registered and enter your products, then become VAT registered later you will need to run a price conversion to split your current pricing into ‘Price + VAT’. Simply contact Support for assistance when you are ready to change over.


Are You A Tax Registered Company  - Tick this if you are.


Tax Registration number – please enter your tax registration number here. This will appear on your orders and invoices.


Show all prices with Tax added – Tick this box to show prices on the site with tax added. Untick this to exclude tax from the prices displayed, for example if you are selling to trade customers and do not want products to show the price with tax added until the checkout stage.

Use region based Tax rules – Tick this box as default so users whose address is within your active Tax zone(s) will pay Tax on their orders (e.g. VAT is payable for all users buying products within the UK and EU). Find out more information on setting up regions via Despatch & Delivery Manager.

Use Group Based Tax Rules - Tick this box to use the tax settings set up in user groups. For example, putting a customer into a non-taxable user group will mean they won’t be charged tax. This is useful for situations such as EU-registered businesses not having to pay tax on their purchases if they are VAT registered. In that case, you would set up a user group called “EU VAT Registered Business” and add the customer to that group with it set to not charge tax.

Calculate if customer is taxable by the delivery address rather than the billing address - Tick this as default to use the user’s delivery address to determine whether they are within your active tax zone. (this is the way the EU works). Leave unticked to use the billing address.

Calculate Tax on Delivery – Ticking this box tells the system to split out and display the tax amount from your delivery charges (it inherits the same tax rate as the products in the visitor’s cart). Tick this by default (EU).

Show Delivery price including Tax – Tick this box by default to show the delivery charge with tax added. This is easier for the user to understand when you have stated delivery charges on the site because they normally include tax.

Apply region and/or group based Tax rules on Delivery – Tick this box by default to  extend the region and group based Tax rules to delivery if they are being used. If unticked the rules will only apply to products in the cart.

Calculate product prices in the cart based on the Without Tax price – Tick this if you are only showing Tax at the checkout (for example, when you sell to the trade and only want tax shown on the checkout page). Untick this if Show all prices with Tax added is ticked.

Show commas in thousand numbers – Tick to show use a comma separator for thousands e.g. 2,300 rather than 2300.
Hide decimals from displaying in prices – Tick box to hide decimals in prices for example £200,000 rather than £200,000.00

Type 2 uses floor rounding to round all penny decimals down.

Type 3 Truncated-Rounding cuts off after the specified number of decimals. For example if the number produced in calculations is 6.2455555 and you have set the system to truncate to 4 decimals the number will become 6.2455.


Note About Order & Invoice Numbering: 

The terms order and invoice number are used interchangeably in the system notes below. In practice, the system produces printable order/despatch notes which are referred to as Invoices here. However, these order/despatch note numbers are simply sequential record numbers generated when visitors arrive at the site and are not consecutive order numbers, because visitors may exit the site before completing an order. Order/despatch notes are not legal invoices.

Read the section on Order & Invoice Numbering for full details on how to set your numbering to cater for migrating from another ecommerce system and how to create separate order and invoice numbers.

Invoice Style – Select whether you want an English or American invoice style. The English style shows prices and tax on a line-by-line basis and is normally selected. The American style shows prices without tax and displays the tax amount as a summary line.


Hide Prices On Invoices - Tick to stop prices displaying on any of your invoices. This lets your invoice act as a pure shipping note.

Add customers telephone numbers to the invoice? - Tick/untick as required.

Company Registration Number – Enter your company registration number here. This will appear on the invoice.

Invoice Numbers Prefix - Enter a prefix which will appear on your invoices. This is useful where you have multiple websites or other sources of sales and you need to differentiate between your invoice numbers from different websites or non-web channels.

Setting Tax Rate – Here you can set your standard and reduced tax rates. Zero rated tax is available when you set your product tax rate.
Important! If you need to change your tax rates you will need to run Price Manager to convert your prices when you change over.

Currency – Here you can set your default currency from the drop down list. Changing the currency does not convert your prices, it just changes the symbol on the site and the currency code sent to your payment processor.

Tip: Visitors to the site can display prices in a different currency by clicking the Currency Converter button in the shopping cart.

Turn on the currency converter - Tick if you want the currency converter button to be visible. This allows the visitor to convert prices into a different currency on the product page and in the shopping cart. The currency rate is taken from a live feed to the European Central Bank (ECB).

Turn on the delivery estimator? - Tick to display the delivery estimator as a tab in the shopping cart. This can also be added as a Page sidebar app. This allows the visitor to get a quick delivery estimate without having to go through the entire checkout process, thus reducing abandonment.

Hide Country On Delivery Estimator? - Tick to hide the country in the delivery estimator and use the one set up in the Country field earlier. The visitor then only has to pick their region, for example their county or state.

Coupons "Minimum level of spending to qualify" - You can set up coupons with a minimum spend level. Select whether you want that minimum spend level to include tax and delivery too.

Order value range - Set the minimum and maximum order values you allow in your checkout process. Users will only be able to proceed if they are within this range and an alert will appear if they are not. Leave both fields blank to allow all orders to go through. This is useful if, for example, you want to ensure visitors spend a minimum amount to justify processing the order.


Price & Tax Rounding - It is possible to set different methods for calculating tax. The default setting is Type 1 general rounding (0.5p and over is rounded up, less than 0.5p is rounded down).


Website Display Settings

This section contains settings for how certain pre-set fields display on the website and how certain other features work.

Force all IE versions to compatability mode / ie7.

Warning, this must only be switched off after tests that the site functions and looks good in IE8+.
Leave this unticked as default.


Memcache Performance Improvements

This is a new experimental technique for speeding up database queries to improve performance for searches and retrieving products and related data. All ecommerce sites will benefit from this, in particular auto parts sites which tend to have the largest number of products to query against. 


Memcache caching support - Tick to use this feature (turned off by default).

Default cache expiration seconds: Leave blank for the default (86400) or set to zero (0) to never expire. If you set it to zero you'll need to manually refresh the cache via the Memcache Refresh program in Admin. 


Switch off old form processor files. Tick this to turn off the default contact form if you are replacing it with a new contact form set up in Form Builder.


End form response sessions on Thanks page - Tick this to tie form responses to completed shopping carts for customised checkout processes using Form Builder.

Delete form responses when their related cart items are deleted - Tick this if using Form Builder for customised checkout processes. It will delete any captured form data when the cart item it relates to is deleted.

Display ‘View Cart, Checkout, Login and My Account links in the header - If yes, will display in between the search bar and the contact telephone number.

Search Auto-fill – predicts relevant answers when a visitor types in the search box and displays these in much the same way as Google Instant.

Switch off the Header Menu Animations – default to yes. This is an obsolete function which allowed you to use Flash to animate the logo in the header on page load.

Switch off the Checkout Splash Page – Normally set to yes, this prevents a “splash” or small advert pop-up from appearing when you click to go to the checkout page. It was intended to be used as an upsell space or to provide important information, for example, if you wish to advise buyers you are on holiday or deliveries are being delayed.


Switch on the Terms & Conditions checkbox on Checkout - Turn this on to force buyers to accept your terms and conditions on the Checkout page before being able to proceed. Read here for full setup instructions.


Show the menu floating at the bottom of the screen - Normally set to no, this is an obsolete feature which shows a black bar that stays at the bottom of the browser window with “quick link” icons in it.

Show the site search bar in the header – Option to display/hide the search bar that appears in the header.

Banner Rotation Speed – Set how long each banner is displayed before it is rotated (in seconds).

Content Slider Speed – Set how long each slider is displayed (in seconds).

Sidebar Blog Post List Limit – Enter the maximum number of blog posts that are displayed in the blog sidebar app. Typically set to 5.

Main Body Blog Post List Limit – Enter the maximum number of blog posts that are displayed in the blog main body app. Typically set between 15 - 25.

Sidebar Blog Archive, show blog items under archive months? Tick if you are using the Blog Archive sidebar app to automatically display blog posts in monthly archives.

On the search page, what results should be shown? Select what you want to appear on the search page from: ‘All’, ‘Only Products’, ‘Only Categories’, ‘Only Products and Categories’, ‘Only Blogs’ and ‘Only Pages’.

On advanced search page, should it show products or categories? – Select either products or categories.


On product filter, remove blocks where no items are found - Tick this to stop filter blocks from displaying where there are no items in that block. For example, if you had  filters set up to show colours and patterns and selected a category where there were no products in that category with pattern tags, then the filter block for patterns would not be displayed. 


Use infinite scroll on product filter so that products continually load on the same page as you scroll down, thus saving the need to have a pagination of products.


Please select the style of stars you want on product ratings – Choose between yellow, green, red and blue for the product rating stars.

Hide ratings on products – Ticking this option will hide product ratings from appearing on all the product page, whilst still allowing users to add a product review. This can be useful if you are building up your ratings first because you are a new site.

Hide the "Share This Site" button from the top right corner of the screen? – Ticking this option will hide the floating share button at the top right of the screen which holds links to social media sites and other sharing methods such as emailing products.

Force users to have to validate their email address by receiving an email and clicking activate on it before they can access their account?  – This is typically unticked.

Send email notification to admins when a new user signs up on the site? Tick if required.

Guest/Fast Registration at checkout – when ticked it allows first time users to quickly checkout without being signed up to the site.

Turn off user security questions on registration - Tick if required. These questions can be used to retrieve your details using security questions but are seldom used in practice.

On search for blacklist words, send them to a 404 - This will also apply for tag list words helping to remove them from Google. The system has a pre-set list of blacklisted words (rude words normally) which you do not want to appear in tag walls or in search. You can also add your own blacklist words to this list. Tick this to send any searches for blacklisted words to the 404 (not found) page.

Do not require addresses at normal registration? – Tick this as default so that visitors signing up to the site via the Register link (rather than the checkout process) do not have to enter their address.

Only allow billing address – This only allows users to add a billing address in the checkout process. The delivery address is hidden and automatically defaults to the billing address. This is useful for higher value ecommerce sites to avoid fraud by only allowing shipment to the billing address.

Force users to select a county for a specific country – Select a country from the drop down list for which the user has to select a region as well as a country. Typically useful for United States, as it forces users to select their State which is often required for calculating tax.

Turn off the auto confirm emails sent to customers when a new order arrives? - When ticked it turns off the automatic confirmation email sent to the customer when they place an order. Typically left unticked.

If using affiliates, should their earnings be calculated with delivery added?  – Tick if you want earnings to be calculated with the delivery price included.

Affiliate for life - Tick to assign all subsequent orders to the affiliate from which they first originated. This is a powerful tool for Referral Marketing. For example, if an affiliate gains you a customer, then every order that customer places in future will be added to the affiliate’s commission total.

When showing charities, do you want to hide the actual amount being donated? – Tick if required.

Show Business Card contact info? - Tick to show your contact info on the Business Card app, including telephone number and address, rather than just contacting through the site. This is an obsolete feature.

Can users add Blog Posts? – Tick to allow users to add blog posts on the site.

Extra text fields for Blog Posts– Tick each box to add up to 2 extra text fields on blog posts with a name defined by you. This provides customisation for blogs, for example, you could turn it into a more interactive app allowing people to post classified apps on the system with a “for sale” price and “respond by” date.

On Blog search page/app, show categories? (untick to just have all Blog Posts and then users can filter their own Blog Categories)  – Tick as required.

Float Menu Left or Right – Position the header navigation bar to the left or right of the page

Side Bar Position – Sets the default sidebar position on the left or right of the page. You can drag sidebar apps into position in Page manager.

Iphone Mode – provides a mobile version of the site which is simplified and more user friendly for a mobile access. This is now obsolete. Leave unticked.

Add Custom Form Input – Adds an additional form to the original site contact form which you can customize and name to whatever you need for example if you want to ask a specific question when customers contact you. Complete customisation of forms is available via the Form Builder add-on licence.

Use albums on image gallery – Allows use of albums to organize photos in the image gallery.

Allow users to add tags – Tick to allow users to tag photos in your gallery.

Allow users to add another tag box? - Tick to allow this.

Please select the website Font – Select the font in which all website text appears by default.

Only add options to cart if they have a monetary value - Tick if required.

Show American Style Dates – Tick to change date format to mm:dd:yyyy. Untick to format as dd:mm:yyyy.

Use A Drop Down Box Or Radio Buttons To Display Product Options – Use drop down boxes or radio buttons (circles with dot in for selected) for displaying product options.

Label for Manufacturers – Change the text label for Manufacturers e.g. to “Brand”

Default product download category - Select a default download category which will be used when adding downloads directly on the Product page in Product Manager, as opposed to via Downloads Manager. This can help to save time and keep all your product downloads in one place.


Products & Store Pages Setup

Using these options you can customize how you want your store & product pages to appear.

Auto remove wishlist items when someone buys one after clicking on it - Tick as default, you would normally want purchased wish list items to no longer show.

Tip: Selling More Products
The following settings help you to increase your sales by displaying other product recommendations etc on the product page together with the main product. We strongly recommend you take the time to use all these features.


Show Associated Products – tick to display associated “cross-sell” products on product pages. You can set products to be linked in the Association Manager. For example, if you sell laptops then you would show laptop cases, memory upgrades etc as associated products.

Show Alternative Products – tick to display alternative “upsell” products on product pages. You can set products to be linked in the Association Manager. For example, if you sell a 20 megapixel canera then you would show 30 and 40 megapixel cameras etc as associated products to encourage the visitor to trade up to a better product.

Show “People who bought this also purchased these” – tick to display other products which people bought together with the current product on the product page. Recommended you tick this. The system works out what the products are which need to be displayed.

Show Best Sellers – tick to display best selling products on the product page. Recommended you tick this.The system works out what the products are which need to be displayed. Best Sellers are based on the most viewed products by the system.

Show Latest Products – tick to display the latest products added to the system on the product pages. The system will automatically display these by date added.

Featured Products – Tick to display featured products on product pages. Products are set as “featured” via the Status field on the product record.

Show Google Searched Tags? (People who bought this product, searched for *tags*) - Tick to display the words by which people searched on Google when they buy this product. This helps to increase your SEO.

Show Site Searched Tags? (People who bought this product, searched for *tags*) - Tick to display the words by which people searched via your site search when they buy this product. This helps to increase your SEO.


Search Results Page - Tick to hide popular search terms on the search results page.

Use The Keyword Auto Match Function?
Helpful Hint: This finds out the keywords used in search engines that a user has used to get to your site it then searches through and displays products relevant to these keywords via a slide in footer box. - This is obsolete now, so we recommend leaving this unticked.

Use Categories? - Tick if you wish to organise products into categories. Typically this is ticked.

Use Departments? - Tick if you want to organise categories into “departments” so you can create a department store. Typically this is unticked.

Show Manufacturers On Product Pages  -  Tick to display  manufacturers on  product pages. We recommend you set up all products with a manufacturer (or brand) even if it is your own brand. This is used if you upload products into Google Merchant Centre for the Google Shopping channel.

Enable simple enquire popups rather than have the user redirected back to the thanks.php page - Tick to enable this.

Enable legacy Google product feed CSV ids? 
We now use an improved way of generating the combination ids in the Google product feed, however sites with these feeds already setup in Adwords should keep the old/legacy ids for now


Allow group prices to override cheapest price - Tick to allow this
Normally the price given to users is based on the cheapest price, this allows you to ignore the cheapest price and use the group price instead

Show me the product price comparisons on add/edit products?
Tick this by default so you can check competitor prices when you add/edit a product in Product Manager under the Price Check tab.

Use multiple prices on products? Tick if you want to use quantity break pricing on products whereby the price is cheaper the more people buy, as well as being able to create customer group pricing, where you can set different prices for products dependent upon the type of customer they are, for example, trade customers will see a different price when they log in when they are assigned to a “Trade” group.

On the normal site search, when searching products should it search through attributes and option names? (This increases the chance of people finding your items but may slow down the search if you have a large amount of products) - Tick if required. Recommended for most sites as it presents better results. If you have tens of thousands of products in the store then check this does not slow down search significantly.

When using the "super-search" sidebar app, only show products around the store that relate to that selection. (This is used for auto parts and similar sites) - Typically unticked for stores EXCEPT auto parts stores which have a special search system where visitors select the Make Model year of their vehicle and then every page they view afterwards only shows results that match the original Make Model Year selection, rather than displaying non-relevant results.

On the normal search, tick to only search on Product Codes only - Typically unticked EXCEPT for auto parts sites which can contain up to 100,000 products, where visitors like to search by a product code primarily and need fast results.

Best sellers side bar app limit: -  Set how many best sellers show in the Best Sellers sidebar app if it is in use. Typically set to 10.

Delivery Adaptor

Set as Default to use the system to calculate delivery charges or select your delivery partner from a list of integrations (e.g. UPS ) which then fetches their delivery charges for use in the checkout process. 

Delivery
We recommend you fully read up on how delivery is calculated by the system before making changes to these settings. You can find that information in the REC Guide.

Free Delivery? Note: This will override ALL your Delivery Services if ticked. - Tick to give free delivery and override your delivery services. This can be targeted towards certain user groups and delivery zones using additional settings below.

Remove Delivery Methods At Checkout? Note: Only tick this is you do not want to charge any delivery costs and also do not want to show the delivery methods box on checkout - Tick if required. This is useful for sites who do not ship physical goods but use the system for people buying services, such as training courses or renting houses.

Free Delivery On Order Values Over: (Leave blank to ignore) To enable this remember to tick "Free Delivery" checkbox above - Enter a value in this field if required.

Free Delivery If User Is In This Group: - Select a customer group to qualify for free delivery. To enable this remember to tick "Free Delivery" checkbox above.
 
Free Delivery If User Is In This Delivery Zone: - Select a delivery zone to qualify for free delivery. To enable this remember to tick "Free Delivery" checkbox above. This is useful if you want to give free delivery to your own country only and to use the normal delivery settings for other countries.
 
Google Products Search - Free Delivery? - Tick if you want set your Google products feed into Merchant Centre so that all products have free delivery set. Normally this is unticked and the system will calculate shipping for you based on your delivery settings.

Offer Delivery Note Comment? This allows users to enter some extra detail during checkout - Tick if required. Useful for people wanting to leave instructions on what to do with a package if they are out etc.

Offer User Order Number? This allows users to enter their own purchase order number for the order  - Allow users to enter their purchase order number or reference when they are making a purchase.

Price based delivery? Should the service band price exclude all coupon discounts? - Tick this if you want to exclude coupon reductions from your price when calculating delivery charges based on the value of an order.

Stock Management
We recommend you fully read up on how stock is managed by the system before making changes to these settings. You can find that information in the REC Guide.

Use Stock Management? - Set to true to use stock management or false not to. This means you will need to keep proper control of your stock levels.
 
Show When Out Of Stock On Products & Options (this will disable options out of stock, unless backorders are set) - Set to true if you want visitors to the site to see messages when you are out of stock and for product options to be greyed out if they are out of stock. Otherwise set to false.
 
Allow back orders on products and options - Set to true to override the out of stock messages and allow the order to proceed. This will become a backorder which you need to fulfil when stock is replenished.
 
Alert me when stock of an item reaches: (Alerts by email and alerts in admin, stop selling only alerts in admin) - Enter a quantity to receive an alert when products reach this level so you can re-order stock with your suppliers or manufacture new stock.

Stop selling and alert me when stock of an item reaches: - Enter a quantity to receive an alert when products reach this level so you can stop selling stock and treat it as out of stock. This is useful for brick and mortar retailers who need to keep display products on shelves for example.

On minisites, show products in and out of stock? - Tick this if you want your mini marketing sites which show products to display whether they are in or out of stock.


Drop Shipping
Drop Shipping allows you to sell products which are fulfilled directly by the supplier, without you ever needing to purchase or hold the stock yourself. This improves your cash flow position but you usually receive lower margins.

These settings are only available upon request as they require integration into drop ship suppliers typically.


Integrations

In this section you set up your integration into 3rd parties such as payment processors like Paypal, Sagepay etc who will take payments for your ecommerce site, together with settings for recording visitor statistics via Google Analytics etc.

Remember to test each payment processor thoroughly when you set them up to make sure the transactions complete correctly and the order is present in Order Manager before despatch.

Use SSL Mode? This converts certain pages on your website to use the https:// (secure site), e.g. Checkout and registration. Important! For this to work you must first buy an SSL certificate for your website. Please contact us for more details about this  - Tick this if you have a properly installed SSL certificate to encrypt your data when going through the checkout process. Only tick this if your SSL is installed otherwise you will lock yourself out of Admin and stop orders being processed on the site.

Paypal - Enter your Paypal email address to be able to take payments on the site via Paypal. This is a commonly used and trusted payment processor and we recommend you use Paypal as one of your payment processor choices at least.

Sage Pay - Enter your Sage Pay details and follow their test process rigidly to ensure it is working properly. Sage Pay is recommended as a UK payment choice because it is well-known, trusted and low cost.

Authorize.net - This is a US alternative to Paypal.
Charity Clear - A percentage of the profits from Charity Clear go to charity. However, this is generally little used and we no longer recommend using this payment processor and is unsupported.

Cardsave - Cardsave, now owned by WorldPay, is a good alternative to Sage Pay for sites with larger monthly sales revenues in the £10,000’s per month as you can normally negotiate cheaper rates from them.

Google Checkout - Google’s own payment processing solution.

Payleap, 2CO - These are US payment processors which are under consideration for future integration.

Clickatell - Clickatell provide the SMS service for texting order confirmations to customers in the UK only. We do not offer this service outside the UK. You need to subscribe with Clickatell first and buy credits directly with them. Hint: When setting up your account with Clickatell select “http/s” as the “API method”.

Google API Key - This is the key that you will be issued with from Google to enable you to use their applications. Currently, we only use this for Google Maps, which is used in the Store Locator feature.

Google Analytics Key - Enter your Google Analytics code here to enable you to use their program to record a variety of useful information about visits to your website and conversion data which is important in understanding how to increase your conversion rates.

Google Webmaster - Enter your Google Webmaster code in here to claim ownership of your site in Google. Their Webmaster Central facility contains useful information about how Google crawls your site and reports any errors or problems it sees.

Yahoo! - This service has been merged into the Microsoft Bing service and is now obsolete.

Microsoft Bing - This is Microsoft’s version of Google’s Webmaster Tools. Enter your Bing verification code here if you use this service.

Ask Jeeves, Google & Yahoo Site Submissions - You can click here to go through to these search engines and submit your site to them. Google sitemaps should be submitted via Google Webmaster Central.


SEOMoz API Integration

This allows direct integration between the Marketing Console and SEOMoz's marketing data without passing through 3rd party services, in order to improve the reliability of retrieving data and avoiding zeros from sometimes displaying in the Marketing Console data.


To set this up, register with SEOMoz as a free user and then access API keys via https://www.seomoz.org/api/keys/

Click "I agree to the SEOmoz Terms of Service" and click to "Generate Secret Key" to get your API Access ID and API Secret Key


"Use seomoz for Marketing Console reports" - Tick this field

API Access ID - Enter this ID from SEOMoz

API Secret Key - Enter this key from SEOMoz


Add This Connecting

This allows you to monitor your clicks and traffic through each social share service offered on your website.


You need to register an account with them ( http://www.addthis.com/ ) and obtain your profile ID, which subsequently gets added to the site setup Add This input box.



Search Engine Optimization (Meta Data)
These fields control the standard metadata for you site which is indexed by search engines and shows up in search results. You can set up custom metadata for individual pages and products which overwrites this standard data.

Website Title – enter the name of your site or business. Keep this to 70 characters or less.

Website keywords – This is now obsolete as a ranking factor so it is not necessary to enter keywords here any longer.

Website description – enter a short “sales ad” up to 150 characters long selling your company, what you do / sell and your phone number.

Website Footer Tags – These tags will appear in the SEO tag wall to get it started, but we recommend leaving this blank as the tag wall will soon fill up on it’s own.

Over time the system automatically generates these footer tags with the top 50 most relevant search terms used to find your site by visitors typing into search engines. These tags then create virtual pages inside search engine indexes with a wider spread of keywords than you will normally achieve. When people click on those pages in search engine results, the system will dynamically generate a relevant page displaying your products and content. This has been proven to add 20% to sales revenues totals.



Indexing


Index Search / Tag Pages - Ticked by default 

Index Login / Register Pages - Tick to have indexed

Index Cart / Checkout / Thanks Pages - Tick to have indexed



Social Networking

Pinterest Website Validation Meta Tag: Sign up for a business account and then on the verification section, copy the validation character string excluding the double quotes, and paste into the in put box.


URL Shortener:

None: The clickable link on the Facebook post will include the same words as the blog title on your webpage.

Tiny URL: The clickable link on the Facebook post will be converted to a small string of characters instead of the above option.

Bit.ly: The clickable link on the Facebook post will be converted to a small string of characters instead of the "none option". You are able to look at click history inside of your Bit.ly account.



Robots.txt

Hide URLs containing/product-filter/ from search engines - Tick this box if you wish hide all the aforementioned URLs  from all search engines



Make Sure you click to save / update your settings!


Congratulations!

You have now completed your site setup. Make sure to thoroughly test that your settings work and always push through a test order after changing settings to ensure you get the results you are expecting.