There is a lot to the WSM Admin, but we will be focusing on the key areas that you will need to get familiar with for Site Build and Customer Service tasks.
Please familiarize yourself with all of the PINK highlighted areas in the screenshot below:
Go to the top of the page. Those areas are as follows:
- Preview site link at the top left of the page - when clicked, this will launch the current version of the site and defaults to the sites homepage
- Support Request - You can report a system bug, get technical support or submit a feature request
- WSM Sites select menu contains all the WSM sites and when a site is selected, it will bring you to that sites admin
- Catalog contains the sub-menu items "Categories", "Products", "Coupons", "Options", "Brands", and "Attributes"
- Modules contains the sub-menu items "News", "Calendar", "FAQ", "Locations", "Photo Gallery", "Resources", and "Surveys"
- Content contains the sub-menu items "Site Pages", "Templates", "Navigation", "Files & Images", and "Inquiry Forms"
- System contains the sub-menu items "Configuration", "Warehouses", "Tools", "Redirects", "User Access", and "Documentation"
For site builds or customer service tasks. You will spend most of your time in these areas:
Main Sections of a Site Build
- We typically use one main template that contains all the sites layouts, modules and widgets and we always name it "Default".
- In our more recent builds you will also often see two or three other templates that we use for content in the side columns. We separate the side contents from the Default template as it's easier for the client to maintain that way. The Default template can be tricky to edit if someone doesn't know HTML very well and there is a much larger margin for editing it as opposed to a template with side column specific code. Separating the side contents which are more or less static from the master template gives the client a lot less code to deal with and it's much easier for them to maintain.
- Site Pages
- Site pages mostly contain the non-dynamic/non-shopping pages that are standard in our builds such as the Homepage, About Us, Site Map and 404 - Not Found pages, and a default-styles page as a reference for us and for the client on the standard styles set up for Headers, Paragraphs, and List Items.
- In the Site Pages section of the WSM Admin we usually have a folder labeled for "Content" which contain standard pages as those mentioned above.
- There is also often a folder labeled "Catalog" which will contain a page named "Catalog" which is the page that contains the iFrame for our DCI sites. There is usually a page named "Terms & Conditions" and there may be other pages that relate to the shopping experience that wouldn't normally fit in the "Content" folder.
- From within the site page you have the ability to assign it to a specific template, assign it to a menu group and set it's "Priority" or placement in that menu as well as many other options that are beyond the scope of this article.
- Although you can assign site pages to a menu, there are occasions when you just need to create a Navigation Link.
- On the navigation page you will see all the navigation items available whether they are just links or site pages. Should you click on a nav item that is a site page that is attached to a menu group, it will open the site page.
- To add a link, simply click "Add Link". On the "New Navigation Link" page you are able to create your link name, assign a link title (a href title attribute), assign its priority, add a class if need be, choose or create a new menu group, choose or create a new child menu group (for dropdown menus), choose a link target, and select the type of link whether it's a WSM Module, URL, Category or Page.
- Files and Images
- Files & Images, as it's name implies, contains all of the files and images for the site build. On newer site builds you will see folders for css, js, images.
- On older site builds you will see all of the files in the root of "Files & Images" with no sub-directories.
- Inquiry Forms
- Common forms that we create with the Inquiry Forms module are forms to request price matching information or contact forms where more information is requested from the site visitor than the standard contact.html form will allow. You can create, delete, edit, and move fields around as needed.
- This is what we use to set up the client's blog/news. With this modules you are able to create topics and articles.
- A way for the client to create events that site visitors can view on the calendar.html page.
- Create FAQ topics and articles. The articles are in a question/answer format and can be assigned a priority so they can display where you want/need them.
- Some of our client have physical locations at multiple places. Use this module to list all locations and location information.
- Photo Gallery
- Where we set up all of our client photo galleries. Almost all of our site builds contain a homepage slideshow and sidebar banners. Featured Products, Brands, and Categories often use a photo gallery.
- Resources can be used if a client has a number of items with content organized in categories. For example, a resource topic can be set up for "Staff" with multiple "Resources" with bios for each staff member. Often used for brands and brand descriptions.
- Used to gather information for site visitors. You have the ability to create true/false, yes/no, multiple choice, range, and fill in the blank question types.
- This is where the client will set up their categories and sub-categories. In a site build, if the site has a Featured Products/Items section on the homepage, we will create this category and create a few products within it so that we can style that portion of the homepage. Once in place, the client is free to change it as they see fit. For the most part, the client will be creating their categories as it relates to their product offerings.
- On the category page you have the ability to create the category name, description (HTML enabled), extended description (also HTML enabled), make it hidden or not, select it's parent category, assign a priority, assign a template, attach an image along with a few other options.
- This is where the client will create their products. As mentioned above, the client will be in charge of populating the categories and creating their products. The only time you will really need to be in the products section is when creating sample "Featured Products/Items" to display on the homepage.
- In products you can create the product name, price, sale price, and assign it to a category or multiple categories, add multiple images and descriptions as well as other options.
- This is where the client will set up coupons. We typically don't ever deal with this in site builds or customer service tasks.
- This is where a client can create option sets. For example, if the client is offering t-shirts, they will be able to create option sets for things like t-shirt size, color, and additional options. Like coupons, this isn't a section that is dealt with in site builds or customer service tasks.
- This is where the client can set up all the brands they are offering. This is often used with our brands widget which displays a selected amount of brand logos - typically on the home page. The client has the ability to assign a brand to their products. For site builds we typically set up a few brands for placement in order to style the brands widget on the homepage. The client is left to select/create the rest of their brands.
- Site Information - contains the site name, owners name, contact info., phone/fax numbers, and email address. This is where the address, phone number and email address are being pulled into the site dynamically using smarty code.
- General - contains a text area labeled "Contact Form Text" which is where we paste the google map info and any additional information that we need displayed on the contact.html page
- Catalog - contains parameters on how the catalog pages are to display and function
- Cart - contains parameters on how the cart page is to display and function
- Checkout - contains parameters on how the checkout page is to display and function
- Shipping and Handling - contains parameters on how the shipping and handling page is to display and function
- Payment Processing - contains parameters on how the payment processing page is to display and function
- Images - contains parameters on how images (gallery, product, category etc.) are displayed. Here you can set the display size of thumbnail, medium size, and full size display of the images in the various sections.
- Advanced - has parameters for things like how many columns to display in category view and product view
- Admin - additional administrative parameters
- User Access
- This is where everyone who has access to the site is listed
- To delete a user,click on the notepad next to the users name, click on the red Delete button, located on the lower left side, to delete the user
- To add a user, click the blue add user button, located on the lower right side
- Fill in Username/First Name/Last Name/Email/Permissions
- When selecting Permissions you can select from Owner/Manager/Staff/Sales/Service
- Make sure "Send this user an email with their new account information is selected