Setting up your Online Store
Once you complete the following setup features, you're ready to start selling:
- Configuring basic settings
- Adding suppliers and product feeds
- Adding and managing products and services
- Creating and managing organization accounts
To take full advantage of the options for customizing the look and feel of your Online Store, be sure to review the following articles:
| Setting | Description | Instructions |
|---|---|---|
|
Theme |
Customize the look and feel of your storefront by choosing theme colors and fonts, uploading your company logo and fav icon, selecting the product range that appears in your Online Store (either your full range or a customizable limited range), creating custom HTML content for your home page, adding a rotating home page slideshow, highlighting product categories, and improving your search engine optimization. |
|
| Pages |
Create and edit custom landing pages for individual customers or for general access in your Online Store. Landing pages might highlight certain products and services, display online catalogs, feature special offers, and more. |
|
| Files |
Upload any files, such as images or PDFs, to generate Kaseya Quote Manager web pages that display them. |
|
| Links |
Add or edit the links that are displayed in your Online Store footer. |
|
|
Integrations |
Integrate with Google Analytics, Google Tag Manager, Facebook Pixel, or Mailchimp. Use third-party scripts to add any tracking, analytics, or other features to your site. |
Inviting your organizations
Kaseya Quote Manager provides built-in features for you to invite your organizations to set up their accounts in your platform, access your Online Store, and start ordering.
NOTE You are not required to send login invitations if you have configured optional accounts in Kaseya Quote Manager (that is, retail mode). Refer to Controlling organization account creation.
Sending group invitations
Manage subscription lists with an Electronic Direct Mail (EDM) application. Be sure to comply with the Spam Act.
In order to send a mass invitation to select organizations, you must do the following:
- Ensure the organization list is imported into Kaseya Quote Manager.
- Include this URL as a hyperlink in your EDM invitation:
https://[your URL]/account/requestpassword
To learn how to integrate with Mailchimp to communicate with your organizations, refer to Integrate with Mailchimp.
Next steps
- Learn the basics of navigating your Online Store and tips for growing your sales. Refer to Your Online Store
- Learn how to effectively search for items in your Online Store so you can help your organizations find what they're looking for and efficiently generate sales. Refer to Searching for products.
- Learn how to place an order on behalf of an organization in your Online Store. Refer to Placing orders.
- Whenever you're ready to get your customers shopping, offer up your Online Store instructions for organizations built by the experts.
