Magento 2 - Open Source (Community Edition) - Merchant & Ecommerce Manager Fasttrack (3 Days)

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If you have 3 or more delegates to train then it can be cost effective to deliver the training just for your team at your premises!

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This course is all about Managing your Magento store effectively and efficiently

The perfect course if you want full and practical training on using Magento to run an ecommerce store. Classroom training means you have close access to a Magento Certified Solution Specialist who can help guide you and answer any questions you have.

This course will help you:

  • Reduce your reliance on third parties to maintain your website products, content and marketing.
  • Gain an in-depth familiarity with Magento 2 and all of its main features.
  • Gain the confidence to run a Magento 2 store and try new things.
  • Be aware of the wider Magento 2 ecosystem and solutions that can be plugged into your store.
  • Greatly streamline the administration processes giving you more time to focus on building your business (huge cost savings can be leveraged for your business here).
  • Implement processes that improve efficiency and reduce human error.
  • Become an expert Magento user.
  • Setting you on the path to becoming a Magento Certified Solution Specialist.
  • You don't need web developer/ programming skills to put into practice what you learn.

Breakdown of the 3 Day Training course

The Magento 2 bootcamp is a fast track approach to building knowledge and experience across the Magento 2 ecommerce system. Attendees will cover the best way to manage the product catalogue and create products; how to process orders and deal with sales and customer enquiries; give you hands-on experience on using the great inbuilt marketing and promotional tools; using the content management system to an advanced level and the knowledge to use multiple stores and websites from one Magento 2 installation.

This course is a mixture of workshops and practical exercises to ensure that attendees receive the maximum exposure of the Magento 2 system during our time together. Our small course sizes to ensure you have access to our friendly and helpful Magento expert trainers.

Who Should Attend?

Who should attend a Magento training course This course is for anyone who requires knowledge of the admin of Magento. You may have been using Magento for a while, or you are completely new to it. Whatever level you are at you will take away valuable new insights into how you could be using the software.

Course Breakdown

Overview of Magento

Overview of the Magento Catalogue

The catalogue is arguably the most important part of your store. How you put this together could determine the easy of how your store can be managed and adjusted as your market demands.

  • How a Magento catalogue is put together.
  • Important terminology.
  • Planning your catalogue and what to do before you put your first product (or if you already have products how to tidy up what you have).
  • Safeguarding yourself so mistakes can be reversed.
Managing attributes and attribute sets with Magento

Creating and Managing Attributes and Attribute Sets

The building blocks of products are attributes. Attributes help us to describe our products to our customers, they also perform a whole raft of additional tasks that can help you have maximum control of your store and how your customer interact with these products. Also important is how you differenciate products and for that we use 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 many different functions of attributes
Magento creating products and product set up

Creating and Managing Store Products

There are six different product types in Magento (or seven if you use commerce edition). What are these products used for and how do we create them?

  • Step by step process for creating a product
  • 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
Magento categories setting up and creating

Managing Categories

Categorys are used to compartmentalise your products and how customers view them. But did you know there is a lot more we can use categories for? We will with you the many ways to set up and use 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
  • Setting up filtering so that customers can restrict the view of products to the ones they are looking for
  • Adding custom sort facilities
Importing product data with Magento

Using Spreadsheets to maintain your Magento store

Learning this will most likely give you the biggest cost benefit of any function on this course. Many delegates tell us that they have shaved hours each week (and sometimes even each day) from there admin responsibilities by learning how to import product data. Using spreadsheets to import data in Magento is often seen as complicated. We show you that it does not have to be, in fact it is often simpler than manually adding and amending product information.

  • Using spreadsheets to maintain product data
  • Create new products (including configurable) by importing data
  • Dramatically decrease the number of hours spent managing products
  • Reduce the likelihood of human error
  • Create simple purposeful spreadsheets for use in import
Processing orders and Managing customers in Magento

Customer Service and Order Processing

  • 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
  • Keeping good records to solve future problems and queries
  • How to quickly find orders or customers
  • 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
Placing telephone orders on Magento

Telephone/Offline orders (MOTO)

  • Setting up a customer account
  • Placing an order on an account
  • Taking payments over the phone
  • Discounting orders on the fly
Managing and using customer information with Magento

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
Managing content in Magento

The Content Management System (CMS)

  • Navigation of the backend of the system
  • Difference between the content types
  • Overview of reusable content
  • 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
  • What are static blocks?
  • Creating a static block
  • Using a static block in your content
  • Using static blocks in product categories
  • Introduction to widgets
  • 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
  • Setting up and using the system variables
  • Configuring custom variables and where to use them
  • Using variables to create managable marketing messages
Using transactional email in Magento

Transactional Emails

  • Customising standard emails for example the order email to match your business
  • Opportunities to send out order sensitive promotions
Setting up promotions and marketing in Magento

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
  • Understanding and 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 training for Magento

Search Engine Optimisation for Magento

  • Optimising products to be 'Search Friendly'
  • How to ensure your website is not seen as 'spam' by the search engines
Setting up a Magento store for Multiple locations

Running multiple Website, Languages and Currencies from one Magento installation

  • 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 prod0uct names and descriptions for each store view
  • Applying independent themes
More Information
Course Duration 3 Days
Course Start Time 9:30am
Course End Time 4.30pm (3pm on Last Day)

Onsite Magento Training available

We can come to you! On-site Training Available

If you have 3 or more delegates to train then it can be cost effective to deliver the training just for your team at your premises!

Find out more about our On-Site training

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