Once you’ve created your product in Magento, you may decide that each product has got a variable, such as the cloth color on a pool table.  The user might be able to choose between green, blue, red, or black for instance.  But of course, it doesn’t really warrant having a new product for each cloth color.

So what you would do is you would contain the options within the one product for them to choose.  So I’ll give you an example now.  I’m just going to go into our coin operated pool tables section here.

Now the first table we see here is the Westbury Pool Table.  That’s on sale for 1,150 pounds.  And as you can see, it’s got a green cloth.  Now, the user might be able to choose between a black cloth, blue cloth, red cloth, etc.,  So what we need is a little drop down box here that contains all the options.  And then once they’ve selected their chosen cloth color, they can then carry on and then add it to the cart.

So I’m going to show you how to do that right now.  If you log into your Magento Admin system, remember it’s your website name, and then at the end, it’s just /admin.  You’ll come to the Dashboard right here.  And then at the top, if you click Catalog, and then click Manage Products.  Now, ours is called the Westbury Pool Table.  So there you can see, if you type it in the name field and hit enter, or you can just click the search button, it’ll bring up all the products that contain Westbury.  And this is the exact table that we were just looking at here, the Westbury Pool Table.

So now I’m going to click that, and you’re going into the product administration for that table.  You’ve got lots of tabs down the left here.  This is the one that we need to click.  It’s the custom options tab.  Now, within this you can have one or more custom options.  But we’re just going to add the one option at first.  So click Add New Option at the top right of the screen once it loads.  And then the title, we’re going to call it Cloth Color.  Because obviously, that’s the variable.

The input type is going to be from a drop down list.  And under Is Required, we’re going to keep to Yes.  Now, we need to select that to Yes, because if it’s not required, you may be getting orders for this particular pool table, but you’re not actually going to know what cloth color the user desires.  If you don’t do that, they can carry on and purchase it, but you’ll just never know.

So once you’ve selected drop down from the input type, you can then click, add new row, here.  And now, we’re going to type our different color cloths that are available.  So we’re going to type green, click add new row.  What else can we put?  Blue.  Add new row.  Red, and then we’re going to type in black as well.  So there we’ve got our various options.  And I’m just going to click the save button at the top right of the screen.

Now that will have saved our options for us. Once they’re saved, within the Admin section, it’ll go back to our list of products.  So we’re just going to wait for that to happen.  There we go.  Now we know it’s saved.  So if we go back to our website, and press F5 on our keyboard to refresh, or alternatively just press the Refresh icon at the top there.  Now you can see our table, and it’s got an option here, cloth color.  If you click it, there are various options—black, blue, green, and red.

Now, it’s got a little red asterisk by it.  That means it is a required field.  So look to see what happens if I click the add to cart button.  It goes red.  And it tells us that this is a required field.  So we’re making sure that the customer has to make a selection before they can go to checkout.  So I’m going to go for blue.  And there you can see, I was able to successfully add that product to my cart, okay.

Now, that’s all well and good, but what happens if it costs more to have a black cloth as opposed to any of the others.  Well, we can add a surcharge for that.  And I’ll show you how to do that as well.  Back in Magento Admin, if you then click on your product again, Westbury Pool Table.  And then down the left hand side when the tabs appear, you’ve got your custom options link.

And I’m going to click that again.  And here we go.  We come back to our options—black, blue, green, and red.  Now you’ll notice that there’s a price box here.  By default, they’re filled with 0.00, and the price type also is set to fixed.  Now, the black cloth, we’re going to add a 20 pound surcharge for that one.  So if I just make that 20, and the price type is fixed.  Therefore, that will basically add 20 units of currency to the transaction if they select black.  You can do it by percentage so they’ll be paying 20% more, but we’re going to select fixed.

And then I’m going to click the Save button to save that change that I’ve just made.  So if I go back to our website, I’m just going to remove that from the cart again.  And then I’m going to go back to our Westbury Pool Table.  Now, here you can see, in the drop down box now, it says black cloth, plus 20 pounds.  So the standard price is 1,150.  So look what happens when I select black now.  There you go, it shows the special price.

Obviously, if I select anything else, blue, green, or red, it’s got the standard charge.  So now if I just click the Add to Cart button, you’ll see once you come to the basket, that 20 pounds has been successfully added to the product.

And there you go.  Subtotal is 1170.  On your drop down list, if you do wish to change the order of the colors as they appear, there is the sort order box.  So for instance, if we want the order to be green, blue, red, then black, green would come first.  Blue second, then red, then black.  One, two, three, four.  It’s as easy as that.  And then obviously, when you click Save, the options will then appear on your website.

So that is a video of how to create the product options and the tiered pricing on each of your products within Magento.

Now, one of the biggest features of Magento is the excellent way it manages attributes.  Attributes are similar variables of the same type of product.  So for instance in terms of a Bar Stool, although you’ve got standard attributes that can apply to a bar stool and any other product, such as say manufacturer, or weight, or even the color, for bar stools alone, you may also want to add extra attributes, such as seat width, or seat height, for instance.

Now of course, you wouldn’t want these attributes to appear for other types of products like Pool Tables or Dartboards, would you?  So that’s why we create an attribute set, called Bar Stools, which we would then apply to the product.  If you’re a bit confused, I’ll show you how to do it right now.

So here you’ve got the list of Bar Stools that are on our website.  Now we’re going to go into our Magento administration section.  Here it is.  And under Catalog, we’re going to click Attributes, and then click on Manage Attributes.  And then on the top right of the page, you’re going to see New Attributes.  If you just click that.  And what we’re going to do is we’re going to contain an attribute set that contain two attributes.  They’re going to be seat width and seat height.

So here we go.  Attribute code.  We’re going to type in seat width.  Now under scope, you’ve got various options here.  Store view, website, or global.  At the moment, I would just suggest you selected website for this.  If you select global, it would mean that the changes you make here would also appear on other websites should you add them in the future.  But in the meantime, we’re just going to keep all the attributes related to the one website.

Now as you can see, at the top of the input field that you’d like.  Once you’re in your bar stool product on Magento, you will see an option that says seat width.  Now, obviously, this is where you would type in the width of your bar stool seat.  Now, obviously, you want this to be a text field.  So, we’re going to keep it as text field here.

Also under values required, we’re going to select yes, because it’s an essential field, and customers are going to want to know the width of the seat.  And further on down, you’ve got some front end properties as well.  So people would be able to use this in your quick search if you selected yes.  So, for example, if your seat, for instance, had a width of 50 centimeters, if they then type that in, your bar stool would then appear.  So for that, I’m going to select no.  But I am going to make it comparable on the front end.  So I’m going to click yes.

Now what this means is, if the user decides to compare two products, these attributes will be comparable.  So if they bring up two bar stools side by side, they may see that one has a seat width of 40 centimeters, the other of 50 centimeters, for example.  So this will make it comparable.

Now there are some other options further on down the page, and these are detailed entirely on our PDF.  But for the moment, we don’t need to enter anything else at the moment.  So there we go.  We’ve created our seat width.  Now, if you go to manage Label / Options, we’re just going to type in, seat width. This is what we see within the admin section.  If you’re a bit confused, everything will become much, much clearer in a moment.

So that’s our first attribute saved.  Seat width there.  Now the next thing we’re going to do is seat height.  So it’s the same process as last time.  You’ve got your list of attributes, and then it’s just a case of adding a new one.  So click add new attribute, and it’s the same process again.  So the Attribute Code, type in seat height, and then scope again, we’re going to set to website, and once again the text field, we’re going to leave as that.  The values required, we’re going to put to yes as well.  And we’ll also make it comparable on the front end as well.  Under Manage Label, I’m going to type Seat Height.

And then once again, I’m going to save the Attribute.  So what we’ve done now is we’ve created two attributes, one of them called Seat Height and the other one called Seat Width.  Now what we want to do is create an attribute set for that now.  So under catalog, we’ll go to attributes and Manage Attribute Sets.  And as you can see, there’s one default attribute set at the moment.  So we want to add another.

So at the top right of the page, if you click Add New Set, now the name of which, we are going to call Bar Stools.  Because these are all the variables that are uniquely related to Bar Stools.  Obviously, you wouldn’t find a seat height on a dartboard, would you?  So here we go.  Bar stools under name, and then click Save Attribute set.  So there we go.

On the next page now, there we’ve got our attribute name.  Bar stools.  And now in the middle of the page, you can see the groups.  You can see, general, prices, meta information, images, design, etc.,  These are all the tabs you see on the left hand side when you’re in the Magento admin system for a product.  We could just bundle our options seat height and seat width within all the other options here, for example, on general.  But I’m actually going to create a new group for them.  So I’m going to enter the group name, Bar Stools.  And then I’m going to click Okay.

Now you can see that the group has been added at the bottom, and I’m going to drag seat height onto bar stools from the right, and again with seat width.  There we go.  So we’ve now created a new section called Bar Stools.  And now if you click save attribute set.  Great.

So once that’s saved, if we create a new product.  We’re going to go to catalog and then to Add Products here, and then click the Add Product link at the top right of the page there.  On the first page, we see the option attribute set.  At the moment, it’s set to default, but we’re going to choose Bar Stools.  Now that’s the one we’ve just set up.  So click continue now, and what you’ll find is when you go onto the next page here, you can see all the usual tabs on the left hand side, but now look, you’ve got an extra one called Bar Stools.  And within that, you’ve got the two variables, seat height and seat width.  So that means when you do create a new product, you can input those variables and they’ll show on the front end.

But what if you’ve got a product already?  How do you assign that bar stool to be part of the bar stool attribute?  I’m going to show you how to do that right now.  Firstly, we’re going to go to system, and then go to Magento Connect, and then click on Magento Connect Manager.  You’ll be prompted to log back in, so if you just type in your admin details again.  And right here, you’re prompted to paste the extension key to install.  Now, we’re going to provide this for you in the resources.  But this is what it is.  It’s Magento-Community/flagbit_changeattributeset.

Once you’ve typed that in, just click install.  Superb.  So once that has installed now, you can go back to your administration, and then go to Catalog and Manage Products.  So what you want to do is add a couple of products just to demonstrate how to them put them on the Bar Stools attribute set.  So I’m just going to search for the stools now.  So, type in stools.  And there we go, there are a couple of options there.  So we’re going to click on Black Venus Bar Stool, and Crescent Bar Stool.  Now up here, you’ve got an actions box here, so if you click that, and then change Attributes set, and then you can change which attributes you want to allocate it to. So we’re going to select Bar Stools and then press Submit.

So this now means that if we go into the Administration for the Black Venus Bar Stool or the Crescent Bar Stool, we’ll have the options there to add the seat height and seat width.  I’ll show you that as soon as it saves.  Right, so there we go.  Let’s click on the Crescent Bar Stool.  And there we go.  You can see the tab on the left hand side there saying Bar Stools.

So I’m now going to click that, and then you can type in your details here.  So I’m just going to type in seat height.  There you go.  Let’s just, for example, put it to 75cm for example.  I mean, it could be anything, obviously.  And then seat width, 50.  And then just click Save at the top of the page there.  Right.  So now, if I go to our website, and I’m going to search for that exact bar stool, I’m going to do it in the search here.  Just press the Go button once you’ve typed in your term.  And there’s our Crescent Bar Stool, 60 pounds.

Now, there’s our product page.  What we’re going to do is create an extra section at the bottom here called additional information.  And this is where all our Bar Stool stats are going to be.  So if you go back to your Magento Admin, and then click on Catalog, Attributes, and Manage Attributes.  You come to this very page here, and we just need to go to the next page to see where we put our attributes.  There we go, seat height and seat width.

Right.  If we just click on that now.  Seat height, we then get to edit the attributes.  Visible on Product View Page on Front-end.  We’re going to change that to say yes, and then click save attribute.  Now also make sure you do the same for the other attribute as well, and then just remember to scroll down and then Visible on Product View Page on Front-end, click yes, and then click Save Attribute.

So now what then happens, if we go back to our Crescent Bar stool, and then we refresh the page, you can see that there’s an additional information tab that’s been added to the information bar there.  And there you can see the seat height and seat width have been specified there.

Now of course, we allocated two products to the Bar Stools attribute set.  So make sure you go into that other product, and obviously add the seat width and seat heights for that bar stool.  Now, of course, should your customers wish to compare this data, they can do so.  Just click Add Compare.  And they can click as many products as they want, and they’ll show side by side.  And of course, it’ll have this data here.  So they can have a look at all the stools and all the seat heights and seat widths at a glance.

So that is how to add attributes and attribute sets to products on your Magento store.  Check our PDF out.  It’s got all the information and more specific information on the specific fields that can be found within the attributes.

Now when you have your store up and running, you may want to have a few incentives for your new and existing customers in order to entice them to buy products within your store.  So you might want to create a few promotions or coupon codes.

I’m going to show you exactly how to do that now.  So if you log into your existing Magento system, remember, it’s your website name, and then /admin at the end.

And then once you’re logged in, you’ll come to your Dashboard.  Now at the top of the screen, you can see under the Promotions tab, you’ve got two rules.  You’ve got catalog price rules, and you’ve got shopping cart price rules.  Now, the difference between the two is the shopping cart price rules will only action when you arrive in the shopping cart.  So that could be for instance if you’ve bought two products, you get a third free.

Alternatively, you could type in a coupon code and get 10% off, or free shipping.  Now the catalog price rules, they’re actually shown to the customer, before they end up in the shopping cart.

So for instance, what we’re going to do now is produce an offer whereby any product over 150 pounds has instantly got 15% off.  So, under promotions, if you go to Catalog Price Rules, and once you click that, you can see all the price rules you’ve got in your store.  Now, at the moment, we haven’t got any.  So at the top right here, you’ve got a button that says Add New Rule.

So if you click that, and now it’s time to create your rule.  So give your rule a name.  We’re just going to call it, 150 pounds discount.  And then under the status box here, make sure you select that to be active.  And then in the customer groups here, you can choose which groups are allowed to use the offer.  But I’m going to select all of them here.  So just press the Ctrl button on your keyboard and select all four groups there.

You can also specify the from date and the to date.  So if you want your offer to run over a certain period of time, you can select when it starts and when it ends there.  And then the priority box there is merely to select the priority of your offer, because you may have other price rules within your store.  Obviously, the lowest number, i.e., one, would be first priority.  And if you had another rule that was two, that would come second, for example.

So that’s the rule information tab.  Now, if you then go down to Conditions on the left hand side, it says, If All of these conditions are TRUE.  So we need to set one condition at least.  So if you click the green button here, and then we’re going to scroll down to status.  And then it says, Is, and then if you tick those three dots there, and then in the drop down box, select Enabled.

So that basically means, if the product status is set to Enabled, then the offer can apply to it.  I’m also going to add another one of course, because we said that any product over 150 pounds is going to have an instant 15% discount.  So let’s scroll down to price.  And under Is, let’s select, equals to or greater than, and then we’re going to put in our currency here.  150.

There we go.  And then on the actions tab, finally, we’re going to reduce the price by 15%.  So, in the apply box, you’ve got a couple of options here, but we’re just going to select that one, by percentage of the original price.  In the discount amount, we’re going to type 15.  Also we’re going to stop any further rules processing.  We’re going to click yes for that.  We haven’t got any further rules at the moment anyway, but it’s best to select yes.

So there we go.  That’s our rule created.  Now at the top right here, just click Save and Apply.

Now one thing it is definitely worth noting is that if you have any special prices in your store, these will always override any catalog price rules you create.  Therefore, you should get rid of any special prices if you want this offer to appear.

I’ll give you an example now.  If we go back to our website, and I’m just going to go into the Air Hockey section here.  Now, you’ll be able to see that the regular price is 230, but the special price is 175.  Now, we’re going to go into that product within Admin, so click Catalog, and then go into manage Products.

And then we’re going to try to find that table.  So in the search box here, we’re going to type hockey, and then press enter.  And there we go.  We can see our table at the bottom there.  So click that.  So our product page has loaded now, and then on the left hand side, you’ve got prices.  Here you can see that the special price has overridden the catalog price rule that we’ve created.  So as I say, if you want to have your catalog price rule to be active, you’ve got to get rid of your special prices.

So let’s take that out for now, and click save.  And there you go.  So if we go back to our website, and press the refresh button, or F5 on your keyboard.  Obviously, the regular price on the table is 230, which is over the 150 that we stated in our rule.  And we said that any products that are over 150 pounds will have a 15% discount.  And there you can see, the special price has been changed to $195.50.  So that’s a 15% discount.  And that is showing before you enter the shopping cart.

But if you want to set any rules within the shopping cart now, I’m going to show you how to do that now.  Again, in Admin, click promotions, and then go to Shopping Cart Price Rules.

There are loads of different options you can set.  For example, you can sets a Rule whereby if the total order is over say 200 pounds, you can offer them free shipping, or even offer them a discount.  But what I’m going to show you now is how to activate a coupon.

On your newsletter that you’ve built up, you may have hundreds of customers.  And if you want to get them to buy again, it may be nice to send them a little coupon that they can type in to give them 10% off.  So that’s what I’m going to do for you now.

Now, see there’s one already created.  Let’s just go in there.  So here’s what we’ve got.  We decided to have the rule name as Save 10.  That’s just for our reference only.  The status again, I’ve set to active, and the rule will apply to all customer groups.  There we go.

Now the coupon code is SAVE 10, all in capital letters.  Now, in Magento, they are case sensitive.  So it might be worth covering your back by creating another code in small letters as well.  So if someone came along and typed save in lower case letters and then the number 10, the coupon would not actually work.

You can also determine how many uses per coupon there are in total.  We’ve set it to 100 here. And also you can choose how many uses per customer.  But if you set it to naught, that is unlimited, which means, they can come back as many times as they want and use that coupon no problem at all.

Again, you can set a from date and a start date and a priority, just like in the price rules that we created earlier.

Under the conditions tab on the left hand side, we aren’t actually going to have any conditions at the moment.  Because we’re going to let the save 10 discount just apply for any value order.  If you were to click the green button, there are loads of different attributes you can select here.  Look at this.  Subtotal, total items quantity, so say if they buy more than 5 products, they can get a discount.

Total weight.  Shipping method.   Etc.  Loads of different options there.  But for the mean time we’re going to leave this blank.

And then on the Actions Tab, you can determine what discount they actually get.  So under the Apply button, select percent of product price discount.  And then the discount amount here we’ve set to 10.  We could do a fixed amount discount if we wanted, so we could offer 10 pounds off.  But just remember that you’d have to have some conditions in there, because if the user’s total value comes to 6 pounds, then you’re offering 10 pounds off.  Obviously, that’s not a good thing.

So that’s all been done for you.  So if you click the Save Rule button at the top of the screen, that will have saved and applied the rule.  So if we go back to the website, and that air hockey table looks pretty good.  So I’m going to click the Add to Cart button there.  So there we go.  We’re on the shopping cart page of our website.  And here you can see the discount code field.

So let me just type in the discount code of SAVE 10 and then click the apply button.  So at the moment, the grand total is 195.50 pounds, and there you go.  I’ve applied the Save 10 discount, and there the discount appeared, saving us 10% of the value.  And the grand total is now 175.94 pounds.

So that is how to create the coupons and promotions within Magento.

This video is now going to show you ho to install the iPhone theme for your Magento store, so that anyone who’s browsing using an iPhone or an iPod is going to have an absolutely great format rather than your whole store.  Which obviously takes a long time to load and isn’t going to be that easy to navigate around if you’re using an iPhone.

There’s a great theme already made for your store.  And we’re going to show you how to install that right now.  So firstly, if you log into your Magento admin system here.  So, once again, type in your details.

And then once you have logged in, at the top here, you can see a link here that says System.  And under that Magento Connect.  And under that, the Magento Connect manager.  This is where you can download a lot of extensions and useful modules for Magento.  It may prompt you to log in again.  If it does, just type in your username and password.  Now here again, we’ve got this section here that says paste extension key to install, and that’s where you need to paste the extension key for this theme.

Now this is available in our Resources and on our PDF as well.  So here it is.  I’m just going to copy that.  Just right click and copy, or use Ctrl and C on your keyboard.  And then you can just paste it in here.  There you go.  And then once it’s in, just press the install button.  So brilliant.

There we can go.  We can see it’s installing.  And then as soon as it has installed, it’ll have a green box, just below the black box, there it is.  That says, procedure completed.  So that’s brilliant.  That’s the iPhone theme installed.

Now, what you can do now is return to the admin.  And then click on System and then Configuration.  Now once this is done, you’ll see a box that appears on the left hand side at the top that says Current Configuration Scope.  Now usually by default, it’s set to Default Config.  Just select Main Website there and just wait for the page to reload.

And then once it has loaded on the left hand side, click the Design tab here, that’s in the General section.  As you can see, our theme name is already decided here.  So click the Add Exception button here.  And here it’s case sensitive, make sure that it’s all in lower case apart from the P, so lower case i, upper case P, and then hone.  And then you need your vertical pipe, and then iPod spelled like that.  And then in the value box, just type iphone, all in lower case letters.  There we go.  That’s been set now.  And then just click Save Config.

Brilliant.   So that’s that now, saved, so you’ve installed the iPhone theme for anyone that’s browsing with an iPhone.  And that Add Exception part that we just looked at, that basically determines what device users are using to visit your website.  As soon as it sees iPhone, it’s going to switch to the iPhone theme.

The next thing we need to do is use FileZilla, just to make a few code changes.  So make sure you open FileZilla.  And then at the top, just click File, click on Site Manager, and your website name should already be selected, so just click Connect.  Now, right, the right hand side remember is your web server, the left hand side are the files on your local computer.

We firstly need to go through the following folders within the web side of things.  It’s Public_HTML, so double click on that.  And then double click on App, and then Design, Front End, and to Default, and then your theme name originally.  So ours is Hellopress.  Template.  And finally, scroll down, and it’s page that you’re looking at.

Now, you should see a file in there called Homepage.phtml.  There it is.  If you just right click it and click Edit.  Now this will either use Dreamweaver or Notepad, whatever you’ve got set up.  I’m just going to use Notepad for this.  And what you’ll need to do is scroll down to around line 67.  And what you need to do is look for a piece of code that says this.  Here we go.  You can see this line of code in our PDF as well.  It’s got the letter cms/block.  We need to make a few changes with this.

So if you open your PDF and then also in the resources, you can see that you need to paste a bit of HTML code both before and after that.  So let’s just take this part here. And I’m going to copy that.  And then we’re going to paste it just before that bit of code that we were looking at.  There we go.  And then this part to go after it.  Ctrl and C to copy, and then right after it, I’m going to paste it in.

So there we go. I’m going to save the file in Notepad, and then go back to FileZilla, and it says that previously open file has been changed.  So if you want to upload it back, just click Yes.  Brilliant!

Now within FileZilla, you do need to make one more change, and I’m going to show you had to do that now.  If you just open this part of the window here, and we’re just going to go back to Default here, just to get our bearings back a bit. So there are the themes you’ve got.  There’s the iPhone theme that has just recently been installed.  So if you click into iPhone, and then into template, and then scroll down and go into Page, should be a folder there called HTML.  Yep, there it is.

And within that you’ll see a file called Header.phtml.  Once again, we need to right click this file and then click Edit.  Now you need to be scrolling down to around line 32 here, and it’s this bit of code that we’re looking at.  This is what displays the logo.  We need to swap this bit of code with another bit of code.  You can see it in the PDF and the resources again.  So that’s the bit of code we had before, but we need to replace it with this lot here.  So Ctrl and C, or right click and copy.

And then, I’m just going to paste over that, and then click Save.  If I close down Notepad now, it’ll prompt me to re-upload that, so click the Yes button.  Superb!

When one of your customers buys a product from you, or even creates an account, they’ll get an email from you outlining their details.  Now, you’ve got complete control of the look of these emails.  And once again, it can all be done within the Magento Admin system.

So I’ve just logged in to our back end here, and on the top you can see System.  If you click it, and then scroll down onto Transactional Emails.  Now these are all the transactional emails we’ve got in our system at the moment.  None.  But we want to add one now.

So at the top right hand side, click, Add New Template there.  Okay, and what it’s asking you to do is select a default template to edit.  Now, there are several templates.  If you click down, you can see how many there are, quite a few.  But the Magento store really only uses a handful of these.  So the first one I’m going to edit now is the one called New Account.  And then after selecting that, I’m going to click Load Template.

Now what this is going to do is load the default template into this section here.  And then you can name it your standard template.  So what we’re going to do is call it Gaming New Account.  Just so we know what website it relates to.  And of course, it’s a new account email.

Now, as you can see here, you’ve got a variable.  Var Customer Name.  Now, anything in these bits of code here, the curly brackets, you’ve got to keep them.  Because these will pick up the details of the customer when you send out.  If you even delete a single character from one of these, or do anything like that, it’ll display to the user as you can see it there.  And it won’t be very good.  So make sure you don’t touch these parts.

But what you can do at this stage is do a load of editing in terms of how it looks. So that’s what we’re going to do now.  Now, if you select all the text here.  I’m just going to click inside the box, and then press Ctrl and A.  That selects it all, and then you can just right click and click Copy.

Now, I’m just going to go to a website called OnlineHTMLEditor.net.  And as you can see, it’s an online HTML editor.  You’ve got some text here in the top section.  I’m going to delete that there.  And that in turn, deletes the content from the bottom section.  And I’m going to paste our email in there.  And there you go, see.

Now that’s how it looks to the user.  So there are several bits that you might wish to change.  For example, welcome to Demo Store.  All you’ve got to do here is literally change it within the code.  So I’m going to change that for instance to Amazing Gaming.  And as you can see, the changes are then reflected in the bottom section of the web page.  Now once again, we might want to change other things here.  For instance, the email address at the bottom.

So let’s just scroll down.  And we’re going to change the email address to say,
info@netsalesdemo.com.  And also, we’ll put a generic phone number as well.  So there we go.

You’ll see what your newsletter looks like, minus the images, in the bottom section of the screen.  We don’t actually advise you change these templates too much at all.  However, the minimum you must obviously change are those bits that we’ve changed.  So there we go.  That’s how we want it to look.

Now what I’m going to now do is grab this code again.  So once again, it’s just a case of clicking inside the box, and then pressing Ctrl and A on your keyboard and then clicking Copy.  And then we’re going to go back into Magento and then we’re just going to paste it over the top, just like that.

Now here at the top of the code, you’ll notice that the logo that’s going to appear says images/logo_email.GIF.  We need to remember this.  Because we’re going to be making a logo later and then uploading it so that it appears correctly for our users.

So basically what we’re going to do now is grab our existing logo and slightly resize it.  Because this size logo would look a bit ridiculous on the email, because it’s a bit too big.  So all I’m going to do is resize this for you.  So firstly what we’re going to do is right click the image, and then click Save Image as, or it could just be Save As, and then we’re going to save this logo to our desktop here, so click save.

Okay, that’s great.  So the next thing we need to do is resize the image.  Now you can do this using any of your photo programs.  But we’re just going to do it easily by doing it online.  A good website to do this is actually just called ShrinkPictures.com.  And funnily enough, this resizes your photos for you.  Now, on the home page, you’ll see a text box, and next to it, it says browse.  There it is.

All you need to do is click the browse button and find the logo that you just saved.  So, mine’s down here somewhere.  There you go, logo. And here you can select what size image that you want it to be.  We’re going to select it as 50% of the original size.  Make sure the quality is set to Best.  And then simply click the Resize button.  Now once that’s resized, you can see a link here that says, Download this picture now.  So if you just click it, and then click the Save file button.

And there you go.  It just saved it to our desktop there.  As simple as that.  So now if we go back to our desktop, we can see the image here, but this is the one that has been downloaded.  So we need to rename it.  So right click it, and click rename, and we’re going to call it logo_email.JPG.  So there we go.  That’s been done.  And our next job is to upload that logo to our website using FileZilla.  So here’s FileZilla.  I’m going to double click the icon on our desktop here.  And at the top if you click File, and then Site Manager.  And then click Connect.

Now, as we’ve mentioned before, the right hand side of the screen in FileZilla are all the files that are located on your website.  So you need to navigate to the right folder here at this point.  So here we go.  Public_html.  If you double click on that, and then double click on Skin, Front End, Default, and then your theme name.  Ours is Hellopress.  And then on Images.  That’s the file that’s on your computer, so I’m just going to pick that up and drag it, and let go of my mouse button over on the right hand side here.  And that will then transfer our email for the logo onto our website.

Okay great.  So that’s been done.  So if we go back to Magento, one thing we need to do is make sure we save the template by clicking the Save Template button at the top right of the page.  Now, remember that we’ve only just configured the one email, and that is the New Account email.  But there are many others.  Again, to do these, you need to go through the same process.  Of course, you don’t have to re upload the image again.  It’s literally a case of adding a new template, choose from the drop down box at the top which one you want to update.  And then of course, it’s going to load in the bottom section of the screen.  And you need to go through the process again.

So that shows you how to create the email templates.  Now, it’s a case of allocating how that template is sent.  Now, if you go to System and then back to Configuration, the first thing you need to do once you actually land on the Configuration page is make sure that the current Configuration scope in the top left hand corner of the page is set to your website name.  So ours is called Main Website, so make sure you click that and then just wait for the screen to refresh.

So we’re going to go down to customer configuration on the left hand side here.  I’ve just clicked that.  And then on the right hand side, if I just open that up now, these are the new account options when a customer creates an account here. And you can see that a lot of it is defaulted.  So you will want to un-tick this, and change all these to reflect your correct details.  So for example, ours is called netsalesdemo.com.  We will require email confirmation. And we’re going to un-tick this part here.  Confirmation Link Email, and we’re going to select the Gaming New Account email.

So this makes sure that the customer has all the correct details and even gets the right logo within the email for their store.  Of course, if you’re going to be creating new sales emails, so that when anyone places an order, they’ll get an email confirmation, you’ll also want to change the look of that.  And I’ll tell you within the configuration whereabouts you need to make the adjustments.

So that the user gets these emails ahead of the normal default one.  On the left hand side, if you scroll down, you should see a tab that’s called Sales Emails.  All you’ve got to do is click that, and then within the right hand side of the page, there will be several sections that appear.  On the Order section, you can select your templates that you’ve created.  So, if I just expand that here, and once again, it’s a case of choosing your template from here.  But obviously, we’ve not created the sales template yet.  But that’s how easy it is.

Make sure you save the config at the end, and then you’re complete.  That’s how to create email templates and transactional emails within Magento.

Should you want to add a delivery charge or a shipping price to Magento, there are numerous methods you can choose.  You can choose from the following:  free shipping, a flat shipping rate, price-based, on the weight of the items, price based on destination, or even on the number of items.

After you’ve decided which is the best method for you, all you’ve got to do firstly is to log into your Magento administration panel.  So once you’ve logged in.  Here we are on the usual dashboard.  If you click on System and then go to Configuration.  Now once that loads, on the left hand side, you should see a selection of links called Sales.  If you scroll down, and then select Shipping Methods.  There we go.

Now, once you click this, it’s worth at this point making sure that your current Configuration scope in the top left hand corner of the page is set to Main Website rather than Default Config.  Because if you were to add another store at a later date, you may not want the same shipping settings carrying across.  So we’re going to make sure that these rates are actually website specific.

Now, if you click on flat rate, you’ll be able to open up the option for if you would like to have a set delivery charge.  Now this is regardless of weight or the destination of the delivery, for example.  So if we wanted to enable this, we would just set that yes, by un-ticking Use Default.  We can call that whatever we want.  By default it’s selected to Flat Rate.  And the price here, as it is determined here.  So this is about five units of your currency, about five pounds to the total price, and put it as shipping.

Now as I said on the right you’ll notice that all of the tick boxes have got Use Default selected. Now this means that all these options are currently using the global settings.  As I said, if you were to create another store at a later date, you may wish to set different charges.  So therefore on this occasion, we are changing the options at a website level.

So we’ve un-ticked the enable box and make sure it’s selected to Yes.  And the title, we’ve just called it Flat Rate.  The method name here, it’s generally good just to use this as fixed, just leave it as it is.  Now, the type, you can determine whether the shipping charge is done per item or per order.  So for example, if someone buys two products, they’ll get charged the ten pounds.  If it’s the one, it’ll be five pounds.  That’s per item.  But per order is what we’re going to set it to.  So just add a set fee of five pounds.

Again, we’re going to carry on un-ticking these boxes here.  Make sure that all the countries that you can ship to are selected here.  So we’re just going to select ours, United Kingdom, and we’re going to find Ireland here.  Hold down the Ctrl button and press Ireland.  And then we’re going to un-tick that, and that select Save Config.

So now that we’ve done that, we’re just going to have a quick look in our website, and buy a product quickly and just make sure that that shipping cost has been added correctly.  So I’m just clicking on this Cubo Bar Stool here, and then once it loads, just hit the Add to Cart button in blue.  So all being well on the following page, we should see the total price and then a shipping surcharge of five pounds.  There we go.  Shipping flat rate, fixed, five pounds.  Total price, 84.99.  So that’s that, done.  Really easy to do.

However, we are going to select that to no, because we’re going to be a bit more complicated about this.  And we’re going to specify a different delivery charge based on the location of our customer’s delivery address.  Now we can either do that, or a variable shipping charge based on the weight of the order, or the number of items.  So for this, we need to use the table rate option.  And this is featured below here.

So firstly, we’re going to un-tick Use Default, and then we’re going to select Enabled to yes.  Now the title name, we’re just going to put as shipping, and the method name is table rate.  These are displayed to the customer, so you may want to change these for something else at a later date.  Again, we’re going to un-tick weight versus destination, and there it says, export CSV.

Let’s do that now.  Just click the orange button there.  And then it asks you to open the file.  Now we really want to open this, not in Notepad, but in Microsoft Excel or a similar program.  Here we can see, it’s open in our program Excel.  Now, what I’m firstly going to do is just click Data and then Text Columns.  And then we’re going to put all this data, and we’re going to make it look a lot more neater like that.  There we go.

Now let’s just expand these somewhat.  There we go.  Okay, so that looks a lot more neater now.  In column A, country, we’re going to enter our three-lettered abbreviation of our country.  You can see these in the resources section.  Ours is GBR for Great Britain.  We aren’t going to set these rules regional, state specific, so I’m going to put an asterisk in that field.  I’m going to do that as well in the Postal Code field.  And in the weight, I’m going to select 0 for 0kg, and I’m going to make the shipping price five pounds.

Now again, in country, I’m going to add another rule here as well.  Do the same again, and I’m going to put, if the item weighs over 10kg, charge them ten pounds.  And then another rule.  If the item is over 20kg, charge them 12.50.  So there we go.  We’ve got various rules there.  So here you can see that if the weight of the item that’s sold is between naught and 10kg, it will cost five pounds.  Between 10 and 20, it’ll cost them 10 pounds.  Twenty and above, it’ll be 12 pounds 50 added.

So let’s just save that now.  We’re going to save that to our desktop.  Save as, and I’m just going to call it table rates.CSV.  And I’m going to click the Save button here.  There we go.  And close that file off.  Now, should you want to go back to Magento, on the import box, there’s a browse button right next to it.  And then you need to find that file that we’re looking at, table rates.  There you go.

Now, elsewhere, we need to un-tick the Use Default boxes.  And make sure you again specify the countries that you’re going to be shipping to.  So, for us, we’re going to select United Kingdom, hold down the Ctrl button on the keyboard, and also select Ireland as well.  There we go.

Now that’s been selected.  So we can Save the Config.  And there we go, configuration successfully saved.  So that now means that, depending on the total weight of the items that your customers have ordered, they will get charged a variable shipping price.

Now obviously this does depend on you entering each individual product weight within the catalog.  So for instance, I’ll just show you where to do that.  If you go to catalog and then Manage Products.  You again get your list of products.  Here we go.  That’s a bar stool for instance.  If we just click on that, and under the General Tab, there you can see the weight.  Now, for instance, for this product, we’ve set to 10kg.

Now obviously, there are other options for shipping.  We did weight.  But there are other options too, including the order subtotal.  Works a very similar way.  Depending on the amount they spend in your store, you can allocate a specific shipping price.  I’m going to just show you how to do that quickly now.  If you go to shipping methods, so if we scroll down there, and if we select Price vs. Destination, and then export the CSV file.  Once again, once you click that, it’ll prompt you to open it.  And we’re going to open it in Excel here.  So here we go.

And once again, it follows a similar technique as well.  So just enter your country abbreviation.  You can put the states and zip or postal code if you wish.  And there is just the case of putting the price of shipping versus the order subtotal.  So for instance, if they spend say 50 pounds, they can get charged a fee of say, seven pounds fifty.  Again, on the next line, we’re going to put our country in.

If they spend up to 100 pounds, they can have a cheaper rate.  Say, only five pounds.  And maybe if they spend over 150 pounds, you can say that they get their shipping free.  Just here, put order total 150 and then shipping price as zero.  Once again, you save your file to your desktop as a CSV.  And then, within the Admin system, you import it again.

And it’s exactly the same process if you wish to do # of Items vs. Destination as well.  A number of companies have to pay per item that they send out, so this may be appropriate for you.  Once again, you can determine the shipping price based on the number of items you send out.

As well as table rates, there’s also the free shipping option.  So should you wish to have a free shipping option, all you literally need to do is make sure all the other options, such as Table rates, and the top one here, which is Flat Rate, are all set to Enabled, no.  And you select this one to be Enabled Yes.  Again, un-tick all the Use Defaults.  This is your title here, Free Shipping.  And then make sure you select the countries once again.  United Kingdom, hold down Ctrl, and then any other countries, we’re going to select Ireland.  And then select the Save Config button.

So that is how to set the shipping prices within Magento.

So firstly we’re going to go into our configuration menu under System on the Magento Admin panel there.  Now when the page loads, make sure at the top left hand corner, you’ve got current configuration scope selected there.  And then if you scroll down, under the Sales tab on the left, you should see Google API.

If you just click this, and then once the page loads, on the right hand side, you’ll see areas to enter all your Google settings.  For analytics, Google base, and also Google checkout, etc.,  Now for Google Analytics, you need to sign up for a Google account.  Now you’ve done this earlier.  So what you need to do is just to sign in, like I’m doing so now.

Once you’re logged in, just search for Analytics, and then click the top link there.  There we go.  Google Analytics.  Now Google Analytics will basically enable you to get lots of stats about your users and what they do on your website.  So if you just click the sign up now link here, and then just type in your password again, and then click Sign in.

You’ll come to the sign up page for Google Analytics.  So again, click the Sign In button.  And then you’ll need to type in details about your website.  So type in your URL.  And also the account name that you wish to attribute to it.  Make sure you put in your correct time zone or territory there.  So we’re going to pop in ours here.  United Kingdom.  And then click Continue.

On the following screen, you can enter your first name and last name, and once again, you’ve just got to confirm your territory there.  So click Continue once you’ve done that.  And then agree to the terms of service.  Click the tick box there and then click the Create New Account button.

Now, once you’ve done this, you’ll have created your Google Analytics code.  Now this is a code that’s placed on your website, but Magento makes it easy for you.  If you have a look in the code here, there’s a bit that says UA-and then a number-and then another number.  You need to grab that number.  So you need to copy it to your clipboard if you can.

Now, once you’ve done that within Magento under the Google Analytics, make sure the Enable box is set to yes.  And then just paste in your account number here.  As soon as you click Save Config, your website’s going to begin collecting data about your users, what search terms they’re using to find you, a whole wealth of information.

Next is Google Base.  Now Google Base is frequently used, and it’s a great way to advertise your products on Google.  Here’s an example.  If I type in Pool Table here, you’ll see that you’ve got the standard Google listing, but in among it, you’ve also got three other listings.  Now, these are direct links to products that people sell.  And they can see the price as well.

So if they like the look and the price, chances are they’re going to click it, and it’s a great way to get your products listed on Google straightaway.  Now, we’re going to link up Google Base with our website, so that whenever we add a new product, Google Base is going to know about it.

So we need to sign up for a Google Base account now.  And I’m just going to type in here, Google Base.  And there we go, the Google Product Search.  Google.com/Base.  You just need to sign in to the Merchant Center by clicking the blue button there, and just confirm your password once again, and click Sign In.

Now once you’ve done that, you just have to enter a few settings, once again, confirm whereabouts you live, and then read the terms and conditions and click Continue.  Now what we do have to do is pop in a few bits of information about our website.  So we’re going to include Net Sales Demo.  And put a description in too.

Your website URL.  NetSalesDemo.com.  And then some information about your company too.  So fill this in here, address, country, state and province, postal code, etc.  Okay, so once you filled in all that information, just click the Save Updates at the bottom of the page there.  So great, you’ve now set up your Google Base Account, or Google Merchant Center as it’s called now.  So that means it’s fully activated.  So if you then just go back into Magento, what you’ll need to do is to enter your Google Account login.  So I’m going to do that right now.  And then confirm your password too.

Now the account type we’re going to set to Google, and the target country, as we’re in the United Kingdom, United Kingdom, and then for the select box, Update Google Base item when product is updated, we’re going to select Yes.  So that’s all sorted for you.

Now the next is Google Checkout.  You may wish to use this as another option for when people decide to pay on your website.  At the moment it’s set to No.  If it was set to Yes, when people are going through the checkout, at the point of being offered the options of how they want to pay, either credit card or debit card or paypal, this will be another option, Google checkout.

So for the meantime, we’re going to just enable this.  And I’m going to show you how to create your Google Checkout account.  I’m just going to search for Google Checkout here.  And there we go.  Checkout.Google.com.  If you click that, okay, so once you arrive at Google checkout, you’ll see a page that looks very much like this.

And on the right hand side, you’ll see a column there that says Sell with Google Checkout.  That’s what you want to do.  So you just need to click the sign up now button here.  And here it says, does your business have a Google account for services like Adwords or Google Mail.  So what we’re going to put is yes for this, and then Yes again, and then just type in your password, and then click the Sign in and Continue button.

Now, once it loads, you just need to confirm a few details with Google, including your location, your name and address, etc.  So just type in your details.  You’ll also need to type in your public contact information as well including your business name and your website URL.

Your primary product type as well.  It’s very difficult for what we sell, but we can select any category here that’s vaguely related.  Here we go.

Now, also under credit card statement name, this is what is going to be what appears on your Buyer’s credit card statement.  So we’re just going to call it NetSales Demo.  Obviously, it’s best to have something related to your store so if anyone does check their statement and see a payment that they’re not too sure of, at least they know what it’s for.

You just need to pop your current sales volume.  At the moment, we’re just going to keep it to the default, which is under 100,000 pounds.  And then you need to provide your Credit information to Google.  You can do this a number of ways.  Your Companies House Registration Number, Registered Charity, Credit card and date of birth. We’re going to select the top option there and fill in all the details for them.  Once you’ve completed this information, make sure you select the tick box at the bottom of the page, and then click the Complete Sign Up Button.

So there you go.  It says that our sign up is now complete.  So that’s Google Checkout already to go.  So now we just need to go back to Magento, and we’re going to select Enable to Yes.  We’re also going to select the Secure Callback URL to yes as well.  And also the Debug we’re going to set to yes.  If there are any errors, it’s going to create a log file so you can instantly check to see what’s happening there.

Now it’s asking for a Merchant ID and a Merchant Key.  So we need to get that from Google now.  Under the settings tab, here you can see our Merchant ID here.  So just select it all there, and copy it and then go back to Magento and then paste it in. After that we need our merchant Key as well.  So on Google checkout, on the Integration tab here on the left hand side, you can see there is our merchant key there.  So make sure you select all of it, and just right click and copy it.  And then you just need to paste it into the merchant key field.

There we go.  Now make sure the location tallies up with where you are.  The new order status, we’re going to set to pending.  And there we go.  Now that is now complete.  So if you click the Save Config button, you’ve now successfully set up Google Analytics, Google Base, and Google Checkout within Magento.

This video’s now going to show you how to buy and install an SSL Certificate for your website.  If you go to GoNetNames.com in your browser, you’ll see a site that looks something like this.  At the top there, you can see SSL Certificates.  If you then click See All Certificates when the drop down box appears.

And on the following page, you’re bombarded with information, but this is the column you need to be looking at.  The Standard SSL Column.  Now you can choose to buy your SSL Certificate between a duration of one years and five years.  We recommend going for two.  So if you click that and then click the red Add To Basket button.  And then on the following page, if you just scroll all the way to the bottom and then click the grey No Thanks button.

And here we enter the checkout.  You can choose to pay between credit card and paypal.  And of course once you then click the red Continue With Checkout button, you can then go to create a new NetNames.com account.

Once you’ve got your own account, you should be able to log in with your username and password at the top of the screen.  I’m going to do so now.  And then just click the red Go button to log in.

So now I’m in my account.  So under SSL certificates, if I click my SSL Certificates, and this will now show a list of all the SSL Certificate credits I’ve got in my account.  And there you can see New Certificate.  So now I’m going to click Manage Certificate.

Okay so when the new window loads, you’ll see something like this with a subscriber agreement on it.  If you’ll just click the I agree button.  And there you see all your credits in your accounts.  You got it for 2 years, standard SSL, and the purchase date as well.  If you then click the Request Certificate button on the right hand side, and on the following page it asks the question, where is your certificate going to be hosted?

What you need to do is make sure the third party or dedicated / virtual dedicated server button is clicked.  So make sure you click the third one there.  And now you need to get hold of a CSR.  Now you can get that from your Hostmonster account.

So what I’m going to do is just open a new window now and go to Hostmonster.com.  And at the top right of the screen, you should be able to log into your website.  Just type in the domain and then your password.  So now, I’m just looking into C-Panel.

So once you’ve logged into your Hostmonster account, if you just type in SSL on the left hand side there in the fine box, you should see an icon that appears on the right called SSL manager.  So if you click that, and then there are three links on the following page.  We need to click the top one to generate a private key.  Now, if we just scroll down the page here.  You can see, Generate a New Key.  All you have to do is select your domain, and then from the Key Size box, select 2048.

And then click Generate.  Now, there you go, that has been generated for you.   So now we’re going to return to the SSL manager here.  And then the following link is generate an SSL Certificate signing request. So we’re going to click that.  And as you can see, the host has already been filled with NetSalesDemo.com.  Now you need to put in your details here.

So let’s enter the country, the state or province, your city, also your company name and company division.  And also an email address too.  Plus just put in any pass phrase or pass number as well.  I’m just going to type in a password here.

And then click the Generate button.  Now on the following page, it says the certificate signing request has been generated, and here it is here.  Now I’m just going to copy this all into my clipboard.  So if I just click in the box and press Ctrl-A, and then I’m going to copy that.  And then I’m going to go back to GoNetNames, and I’m going to paste that code into the box provided there.  And then I’m just going to click Next.

There you go.  It’s just confirming your certificate type.  Third party hosting, NetSalesDemo.com.  And then I’m going to click Next again.  So once you click the Finish button on the previous screen, you should then come back to this screen here that confirms your certificate.  All you need to do from here is make sure you select the tick box here, and then just click the download button.

Now it’ll ask you to select a server type.  You need to select C-Panel, and then just click the link that appears.  Download Certificate for C-Panel.  It will prompt you to save a zip file to your Desktop.  So I’m just going to click okay here.  Alright, so now that’s done.  I should see the file here.  Yep, there it is.  I’m going to use Win RAR again, just to extract the files.

So I’ve just opened WinRAR and then I’m going to click Extract To, and then click Okay.  I’ve closed that off, and then here, too, IT files, inside this folder.  These are the files I’ll need to use back onto Hostmonster.  So I’m back on C-Panel again.  And make sure you’re in your SSL manager yet again.  And then you should be able to click the bottom link, Generate, View, or Load the SSL certificates.

We’ve got our SSL Certificate emailed to us.  So what we can do is choose the CRT file.  So we’re going to click the Browse button here.  Then find the folder that contains it.  It’s in NetSalesDemo.com.  And there you go.  There it is.  Let’s just click that one now.  And then just click the Upload button.  And there you go.  On the following page it now says we’ve installed a certificate for the domain, NetSalesDemo.com.

So that is how to install an SSL Certificate on your website.