Your Brand is Your Passion. eCommerce is Ours.
Training & Resource Center
In addition to the materials below, please use the Help Desk in your OMS for additional Q&A on various topics. Or you can access the Help Desk in the form of our Knowledgebase on our website. Other great sources for ideas and product information include our Blog and online Feature List. Lastly, check out our App Marketplace when seeking third-party add ons.
For a personalized training experience, TrueCommerce offers a one-on-one guided approach with one of our Nexternal experts. For more information or to schedule a session, please contact your Account Manager whose contact information you can find at the top of the Settings section in your OMS.
Please check back often, we’ll be adding new materials regularly!
QUICK LINKS:
- Amazon
- Club Processing
- Customers
- Customer Relationship Mgmt.(CRM)
- Drop Shipping
- Email Marketing & Delivery
- Gift Certificates
- Google Analytics
- Import Spreadsheets
- Integration API’s
- Loyalty Points Program
- Marketing, Coupons & Promotions
- Orders & Order Processing
- Password Recovery
- PayPal
- Point of Sale
- Products
- Product Images
- Quoting System
- Reporting & Database Segmentation
- Sales Tax
- Search Engine Optimization (SEO)
- Security & Anti-fraud
- Settings/Miscellaneous
- Shipping/Label Printing
- Store Design/Site Sync
- Social Media Integration & Marketing
- Store Testing
- Subscriptions
- Users
BROWSE:
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- Password Recovery for Your Customers
- Setting Up a “How Did You Hear About Us” field
- How to Clean Up Duplicate Customer Records [DOWNLOAD]
- How to Look Up a Customer’s Order History
Customer Relationship Management (CRM)
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- Create Multifunction “Hybrid” Links for your Emails – URL Generator
- Best Practice for Reliable Email Delivery (SPF records)
- How to Change the Default Address in the Signature of your Mail Wizard Emails
- Automated Marketing with Nexternal & MailChimp – Video Webinar
- Make the Most of your Marketing with Campaign Tracking – Video Webinar
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- How to set up Google Analytics Enhanced eCommerce
- Where to Place Code for Google Tag Manager
- Implementing Google Adwords Conversion Code in Nexternal
- A/B Testing (without Google Optimize)
- Integrate Google Optimize for Site and Content A/B Testing [DOWNLOAD]
- Make the Most of your Marketing with Campaign Tracking – Video Webinar
Marketing, Coupons & Promotions
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- Nexternal Marketing Guide
- Where to add SEO, Marketing and Tracking Code [DOWNLOAD]
- Pricing Structures & Product Discounting Complete User Guide [DOWNLOAD]
- Setting up Discounts at the Product Level – User Guide [DOWNLOAD]
- Easy & Quick Holiday Promotion Ideas for Wineries – Video Webinar
- Automated Marketing with Nexternal & MailChimp – Video Webinar
- Create Multifunction “Hybrid” Links for your Emails – URL Generator
- CartStack Cart Abandonment Solution – Video Webinar Feature Presentation
- How to Create a Coupon that Pops Up when a Shopper Comes to your Online Store
- How to Exclude Multiple Random Products from Coupon Application
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- Order Processing – Video Feature Presentation
- How to Place an order Manually in the OMS [DOWNLOAD]
- How to Import New Orders in Bulk [DOWNLOAD]
- How to Change an Order from Pickup to Ship and Charge the Shipping
- How to Batch Process Orders, Credit Cards and Shipping Labels
- Optimize your Order Processing and Reporting with Order Tagging – Video Tutorial
- Customizing Order-Related Emails with Enhanced Email – Video Tutorial
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- Engage POS Free Trial Activation Instructions [DOWNLOAD]
- Engage POS Requirements, Details & Set Up Guide
- Engage POS Complete User Guide & Manual [DOWNLOAD]
- Engage POS Tips & Gratuity – Video Tutorial
- Engage POS – Running X and Z Reports
- Engage POS – Capture Signature & Change Order Status for Pickup Orders
- Disconnect and Reconnect your Square Payment Processor in Engage [DOWNLOAD]
- Set up the Walker Bluetooth Card Reader for use with OpenEdge Processor for Engage POS [DOWNLOAD]
- Set up the BridgePay (PayGuardian) Ingenico Swiper for Engage POS [DOWNLOAD]
- Microworks POS Integration Set Up Checklist
- VinNOW POS Integration Set Up Guide [DOWNLOAD]
- Hide the Pickup Option in the Online Store (when on for Engage) [DOWNLOAD]
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- Basic Product Set Up – Video Tutorial
- Setting Up Product Attributes – Video Tutorial
- How to Add Products to Multiple Categories
- How to Re-order the Products within a Category
- Pricing Structures & Product Discounting Complete User Guide [DOWNLOAD]
- Setting up Discounts at the Product Level – User Guide [DOWNLOAD]
- How to Properly Use (and NOT Use!) the WYSIWYG Editors in your OMS [DOWNLOAD]
- How to Add a PDF Link to a Product Description [DOWNLOAD]
- How to Hide the Pickup Option in the Online Store (when on for Engage POS) [DOWNLOAD]
- Creating Products with an Import Spreadsheet – Video Tutorial
- Updating Existing Products in Bulk with an Import Spreadsheet
- Product Filtering Tool – Video Tutorial
- Create Product Pages that Sell – Video Tutorial
- Product Catalog Management – Best Practices [DOWNLOAD]
Reporting & Database Segmentation
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- OMS Dashboard Short Overview – Video Feature Presentation
- Engage POS – Running X and Z Reports
- How to Run a Report on Number of Products Shipped During Specific Time Period
- How to Run a Sales Tax Report
- How to View a Customer’s Historical Orders
- How to Find Customers Who Have Not Ordered in the Last Year
- How to Find “First Time” Customers for a Certain Time Frame
- How to Find Customers from Three Months Ago Who Have Purchased Only Once
- How to Find Customers that have Created an Account, but have Never Placed an Order
- How to Find Return Customers – People who have ordered more than once
Search Engine Optimization (SEO)
- Where to add SEO, Marketing and Tracking Code [DOWNLOAD]
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- Attestation of PCI Compliance [DOWNLOAD]
- Policy for Review of Client Security Scan and Penetration Test Results [DOWNLOAD]
- How to vet orders that are flagged as potentially fraudulent
- How to Require the CVV Code on the Back of a Credit Card
- How to Access your OMS from outside the US or Canada
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- How to set up a CNAME Domain Alias
- How to Properly Use (and NOT Use!) the WYSIWYG Editors in your OMS [DOWNLOAD]
- Activating the Nexternal Age Gate in your Online Store [DOWNLOAD]
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- Connecting to Shipping Carriers – Video Tutorial
- Shipping Set Up Introduction – Video Tutorial
- Setting up a Thermal Printer (JNPL) to Print Shipping labels – Video Tutorial
- Thermal Printing Troubleshooting Guide
- Preferred Delivery Date Set Up – Video Feature Presentation
- Printing a Fed Ex Pickup Manifest
- Shipping Calculator Excel Tool for Wineries using Fulfillment Houses [DOWNLOAD]
- Instructions for Wineries Using the Shipping Calculator Excel Tool [DOWNLOAD]
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- Overview – What you Need to Know about your Site Design Sync
- Preparing for a Site Design Sync – Design Choices
- How to add Cart Contents Info to your Website
- How to add Store Search to your Website
- How to Add Nexternal Domains to your Typekit Font Kit
- WordPress Option – How to pull Nexternal product info into your WordPress pages
Social Media Integration & Marketing