BigCommerce Training Agenda – Phase 1
Important:
To get the most value out of your coaching experience, please take a moment to read through the Pro Tips section of each session block below. Each section offers you things to do or have ready prior to each coaching session.
1.0 - Orientation, Support And Resources
Get to know your BigCommerce store and additional ways to achieve success on BigCommerce beyond this service:
Duration: Approximately 40 Minutes
1.1
Overview of service and expectations
1.2
Overview of additional BigCommerce resources and services
1.3
BigCommerce University
1.4
BigCommerce Community Forum
1.5
2.0 - Store Setup
Payments, Shipping, and Taxes
Duration: Approximately 50 Minutes
2.1
Store Profile
2.2
Payment Settings
2.3
Shipping Settings
2.4
Tax Settings
PRO TIP: Have These Ready To Get The Most Out Of Your Session:
- Your store name, business address, customer facing email address and phone number
- Preferred store hours and preferred business phone number
- Identify the Payment Gateway you would like to use from the list of available payment gateways. If you have an existing relationship with one of these gateways, gather your credentials (account numbers, login information, transaction keys, etc.)
- Where do you plan to ship - USA, International, etc.
- Do you plan to use fixed shipping rates or real-time shipping quotes
- Do you plan to add on additional handling fees
- Do you already use any third-party shipping services? If so, have the account information handy for each (account numbers, login information)
- Do you already have relationships established with USPS, UPS, Fedex or other courier service? If so, please have that account information at hand (account numbers, login
- information).
- Will you be shipping any products that might require special permits or delivery conditions
- Identify where your business has nexus (find out more about nexus here)
- Will you be selling to any tax exempt customers
3.0 - Managing Orders In BigCommerce
Get familiar with how customers create an account, place an order, and how you can manage this in your control panel
Duration: Approximately 45 Minutes
3.1
Create a Faux Customer
3.2
Learn how to manage customers in the control panel
3.3
Enable test payment gateway, Place an order
3.4
Configure Order Notifications