Overview Promotions are a fantastic way to encourage customers to make purchases on your web store. Whether you’re offering discounts, special deals, or free shipping, setting up a promo code is a simple process. Let’s walk through it step by step! Step 1: Enable Promotions Before setting up a promo code, you need to make […]
Tutorials
Managing WooCommerce Groups and Group Users
Overview Managing groups and group users in WooCommerce makes it easy to control what different users can See and do on your site. Whether you want to give certain customers special access, limit specific features, or organize users into clean permission-based buckets, groups help you keep everything structured without stress. With the Group Management tools […]
Supervisor Role for B2B User Management
We are excited to announce a powerful new feature for our web store platform: the Supervisor Role. This role adds new capabilities for managing B2B users directly through the platform while ensuring control over access to A/R customers and specific store categories. What Makes the Supervisor Role Special? Supervisors are a new type of Sales […]
How to locate order details that are sent as a file
Overview Sometimes, orders are saved directly to your server as a file. If that’s the case for you, here’s how you can quickly find the details. Steps to locate order details that are sent as a file Head over to this path:Programs → XM → SymphonyClient → Orders Here is a screenshot for your reference […]
How to use the Hot Deals module
This module creates a rotating carousel of items that are in your webstore. It is perfect for featuring a particular collection of items, best sellers, featured or sale items. Items that are in the Hot Deals Module can be directly added to a customer’s cart or can act as a link to that item’s product […]
Obtaining Your UPS OAuth Credentials
As of June 3, 2024, interactions with the UPS API require OAuth 2.0 security credentials. Follow the instructions below to obtain yours. 1. Log into UPS Go to https://www.ups.com and log into your account. Once logged in, go to their developer’s portal: https://developer.ups.com 2. Go to My Apps Press on the My Apps link in […]
How to Add and Setup a Custom Field
To set this up, Product Custom Fields are required and a billable add-on. If Custom Fields are not accessible under Catalog > Product Settings, please contact us so that we can assist you further. In this guide, we’ll help you get the custom field set up, as well as activate the custom field for a […]
Configuring Consent for Google Analytics 4 Using Klaro
In today’s digital world, balancing user privacy with the need for analytics insights is crucial. In this article we will review how to set up Google Analytics consent using Klaro and Google Tag Manager. Klaro provides an elegant and easy-to-use cookie management interface for users, and is a smart way for website owners to respect […]
How to Set up Google Tag Manager
To set up Google Tag Manager, please visit the Tag Manager web site and create an account. (Read more about Google Tag Manager here.) Once the account is created, be sure to copy your Container ID, which can be found on the Tag Manager “All accounts” page: Next, navigate to your web store dashboard, and […]
Protecting your store from bots
Overview If your webstore starts getting flooded with fake registrations, spam accounts, or suspicious checkout activity like card testing attempts, don’t stress. You can lock things down pretty quickly with a few smart settings. Here’s a simple breakdown of the most effective ways to protect your store and reduce bot activity. Enable captcha at checkout […]