Configure Your Limelight Storefront - Wordpress Plugin Version 1.5

Overview

Storefront is a highly customizable eCommerce front end solution that integrates with LimeLight, it’s the perfect complement for your online business. With Storefront there are hundreds of integrations, our selection of Value Added Services, FlexBilling & FlexOffers, gift purchases and membership functionality taking care of all your logistical & technical requirements.

 

With LimeLight Storefront:

  • Create the online store you want with powerful features out of the box
  • Utilize LimeLight’s FlexBilling & FlexOffers to sell what you want, when you want
  • Create a loyal customer base with LimeLight’s member capabilities
  • Open a new revenue stream with gift purchases
  • Incorporate our Value Added Services for added protection and increased revenue

Getting Started

Storefront connects to LimeLight via API. Once you input your API credentials and import the campaign and offer into the WordPress plugin, the plugin will generate all of the pages needed for your site to create prospects, members, new orders and subscriptions. In addition, many of our Value Added Services are easily integrated with just a few clicks.

 

Once the pages are generated, you'll want to add some content to the pages with product photos and any upsells you’ll be offering to fully tailor it to your campaign. Now you're all set! When that campaign is over, just update your settings, import the new campaign and offer and new pages will be generated with the details that are ready to be tailored to the new campaign.

 

For more information on setting up your domain & web hosting and how to install WordPress check out the Getting Started Overview article.

How It Works

Storefront connects to your LimeLight platform and provides a front end to your campaigns. Connect via API and select the campaign and offer you want to enable on the plugin. Storefront will update all the information contained within your campaign, offer and products.

Please see below for instructions on how to add and provision the plugin.

 

Note: The Storefront is designed to be a one to one relationship per campaign/offer combination. For more than one Campaign or LimeLight Offer you will need to have a separate WordPress install for each.

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API Credentials

First you will need to enter your API credentials and App Key in the API Credentials menu > Save Changes.

  • For instructions on creating an API Account click here.

a. You should select External API User as the Department and make sure the account has the following minimum API permissions:

  1. NewOrder
  2. NewOrderCardOnFile
  3. NewOrderWithProspect
  4. validate_credentials
  5. campaign_find_active
  6. campaign_view
  7. product_index
  8. gateway_view
  9. coupon_validate
  10. member_view
  11. member_create
  12. member_login
  13. member_logout
  14. member_delete
  15. offer_view
  16. order_find
  17. order_view
  18. order_update
  19. customer_find
  20. subscription_order_update
  21. skip_next_billing

 

Your app key is the subdomain of your LimeLight platform URL.  For example, if your platform URL is: ilovecoffee.limelightcrm.com, then your app key is: ilovecoffee

 

Campaign Settings

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Once you have successfully saved your API credentials and App Key > Click on Campaign Settings > select the desired campaign > Save & Import Products. This step will generate the pages needed for your storefront.

  • If your campaign is configured with an offer, then you will also need to select the Offer. If your campaign is configured with products, then you will not need to select anything else
  • Note: Once you have done the initial Save & Import Products you will always want to check the Update Only box when importing new products, otherwise all existing products will be updated as well and WordPress configurations (such as Product Images) will be lost.

Advanced Settings

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After you’ve completed your campaign product import you can set up Advanced Settings.  Here you will be able to add the following:

  • Google UA-ID # - Not required
    • Add your ‘UA-ID' tracking number from Google Analytics
  • Prospect Product - Not Required
    • This is the configuration for the "Prospect" page. Usually found in a 2-step checkout, this page can also be used as a landing page. If no product is selected, the customer will be presented a drop-down to select a product.
  • Default Shipping - Required
    • This is the default Shipping Method used for both products and upsells. If more than one Shipping Method is configured to the campaign, then the customer will be able to choose their preferred Shipping Method during checkout.  They will not be able to select a different shipping method for upsells.
  • OnePage Products - Not Required
    • If you choose to use the OnePage checkout you can select the products that will automatically be added to the customer’s cart here. This allows you to configure pre-defined products (or a pre-defined cart of sorts) to be shown on the "OnePage Checkout" page and function like a pre-defined bundle and allow the customer to checkout (outside of the normal Cart -> Checkout flow). For more information click
  • Add-To-Cart-Redirect - You can choose your customer’s shopping experience - Required
    • Cart - Will redirect your customer to the cart page when they add an item to the cart.
    • Checkout - Will redirect your customer to the checkout page when they add an item to the cart.
    • Same Page - Will not redirect your customer when they add an item to the cart.
  • Force HTTPS - Establish a secure connection to the server before you even present a page - Recommended
    • Without HTTPS, depending on where personal information is being entered, it's transmitted to the server without encryption - it's plain text and can be intercepted. When connected using HTTPS a secure connection is established to the server before even presenting the page and the transmission then is protected.
  • Group Upsells - Not required
    • When checked, all upsell products selected will be processed in the same transaction and will all have the same order number.
    • When unchecked, each upsell product selected during the checkout flow will be processed as their transaction and have their own order number
    • Note: Currently upsells will always be processed AFTER the main products and will not be in the same order number as the main products
  • Hide WP Logo - Not Required
    • When checked, the WordPress logo will be hidden in the admin view
  • Use Fallback CSS - CSS stands for Cascading Style Sheets, and describes how elements are to be displayed on the screen - Recommended
    • For themes that don't support Bootstrap, checking this option enables default CSS styles for LimeLight Storefront's checkout pages
  • Enable Membership - Not required
    • When checked, the ‘Create an Account’ option will be added to the checkout flow and the member menu items (Member Login/Logout, My Account, Active Subscriptions, and Order History) will be added to menu options.
    • When unchecked, no member functionality will be available to the customer
    • Note: Currently, you can only turn member access on or off, you cannot limit which pages or functions the members have access to
  • Value Added Services
    • Here you can enable your Storefront to work with LimeLight’s 3D Verify, Kount, or eDigital Value Add Services. And enable alternative payment providers: BoltPay or Amazon Pay.
    • Alternative Payment Providers
      1. You'll need to acquire your credentials for the desired alt payment you want to use. Should be in their respective account dashboards. They operate either/or and cannot be used together.
      2. Note: You may need to white-list your domain from inside either BoltPay's or AmazonPay's dashboard (depending on which you are using).
  1. Amazon Pay: For more information on configuring Amazon Pay within WordPress reference this article

Submit Feedback

You are able to submit a ticket to LimeLight’s Customer Support directly from the Storefront plugin

 

Error Responses

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You are also able to customize the error messages that are displayed to your customer. You can choose to show your customer the error code number and/or the default error message along with your custom message.

  • If neither option is checked and you have customized the error messages, then only the customized error message will be displayed.

 

Shop Settings

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You can define shortcodes for your shop to be used throughout your site. A shortcode is a WordPress-specific code that lets you create a shortcut code for your shop contact information.

 


Storefront Components & Settings

Orders

The orders view is a list of orders placed through your WordPress website.  This also provides you a link to view the order details within your LimeLight domain. 

 

Customers

The customers view is a list of customers and their order ID(s) placed through your WordPress website.  This also provides you a link to view the customer details within your LimeLight domain. 

Subscriptions

The subscriptions view is a list of subscription orders placed through your WordPress website.  This also provides you a link to view the order details within your LimeLight domain. 

Posts

Posts are what make up your blog.  Your posts will be displayed newest to oldest by default.  For more information on how to publish a post check out the video from WordPress.

Products

Products > All Products is where you will see all of the products that are attached to the campaign you imported. Here you can add images and turn on/off Wordpress functionality such as comments.

 

To edit an imported product, click ‘Classic Editor.’ The product description and custom field values will already be populated from the import.

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Adding Product Images

 

Click the product name > On the bottom right of the page click the ‘Set Featured Image’ link in the Featured Image section > Upload Files > Select Files > Choose your files > Open > select the image for the product > Set Featured Image > Update.

 

Once an image has been added, it can be removed by clicking the ‘Remove Featured Image’ link in the Featured Image section.

Custom Fields

WordPress Custom Fields are different than LimeLight custom fields, WordPress custom fields make up the standard components of a LimeLight product.  Custom Fields are pre-populated with all the product specific information imported from your platform, such as Category, Cost, Product ID, ext.

 

Note: Any product level changes made in the WordPress plugin will not be reflected in you LimeLight platform. We recommend that you make all product ‘custom field’ changes in your LimeLight platform and then import the changes to the WordPress plugin to ensure that the products are created correctly. To import changes to WordPress, navigate to LimeLight Storefront > Campaign Settings > Check the Update Only box > Save & import.

Discussion

Allow Comments is turned on by default. When Allow Comments is checked, anyone will be able to post comments on that product.  For more information on trackbacks and pingbacks refer to this article.

We recommend turning comments off or installing the Akismet Anti-Spam plugin to avoid getting spammed by bots.

Note: While products can be added directly to the plugin, we recommend that you add new products to your LimeLight platform and import them to the WordPress plugin to ensure that the products are created correctly.

 

Categories and Tags

Shop Category

Products > Categories > Click on the Shop link

WordPress Categories and Tags are different than LimeLight Categories and tags, for more information on WordPress Categories and Tags check out this article.

Your imported products will use WordPress' `taxonomy` and `categorization` features. The products are automatically put into the primary top-level "Shop" category. The child category is then pulled from the CRM for each product and secondarily categorized.

 

In your "Shop" category, you can edit the title and description like any other WordPress category. When a customer visits the "Shop" or a child category in your storefront, the related products will show using the WordPress archiving and listing functionality.

 

All of the Categories associated to your imported products will also be automatically created.  You can click on the Count link to see the list of your products with that category.

 

Other categories and tags can be created within the plugin; however they will not be synced to your LimeLight platform.

 

Upsells

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Upsells > All Upsells is where you add the upsells to be automatically included in your checkout flow.  You can add any product from your LimeLight platform that is active, the upsell does not need to be assigned to the campaign imported to your Storefront.

 

To configure Upsells, go to Upsells > Add New > (In the right hand ‘LimeLight Configuration’ section) Check the Active box > Select the Campaign > Select the Product >  Select the Shipping Method > Set the order that you want this upsell to be presented to your customer during the checkout flow if you have more than one upsell > Set featured image > Upload Files > Select Files > Choose your files > Open > select the image for the upsell > Set Featured Image >  Publish.

 

Media

Media shows you all your uploaded images, audio, and video files all in one place. You are able to upload media files here to be used throughout your site including product & upsell images.

Pages

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The LimeLight Storefront auto-generated pages can be found by clicking Pages on the left panel, you can view, edit and delete these pages. In WordPress, pages are highly customizable, you can add content such as text, images and videos; for more information on pages, please visit https://codex.wordpress.org/Pages.

 

You can customize the generated pages to create a perfect store look and feel.

  • Prospect - The Prospect workflow first collects the contact information and product interests. Followed by a checkout page, then to upsell page(s), and ends with the thank you page.
  • One Page Checkout - The One Page Checkout workflow has everything you need all in one page. Product pre-selection (configured in Advanced Settings), contact information, and billing information collection. At the completion of this page, you are directed to the upsell page(s), if configured, or the thank you page.
  • Login, My Account, Order History, and Subscriptions - These three pages are for customers who have signed up for a Member account.
    • Login will allow the member to login to their account view and update their information
    • My Account is where they view and update their general, payment, billing, and shipping information
    • Order History will allow the member to view all of their past orders
    • Subscriptions will allow the member to view and modify their active subscriptions

 

WordPress Components & Settings

Comments

You have full control over what comments appear on site’s your posts and pages: you can approve, delete, or edit any comments left on your site. For more information check out this article.

Appearance

The options within Appearance allow you to install and change a theme, customize the page sidebar headers and footers, customize and order your menus

Themes

Appearance > Themes > Add New

From here you will be able to search, preview and install your desired theme.  Once your theme is installed you are able to do a live preview or activate the new theme.

For more information on themes click here.

For a list of our recommended themes click here.

Customize

Appearance > Customize

Allows you to customize the theme even further with Site Identity, Preset Styles, Header Banner,  Menus, Widgets, Homepage Settings and more.

Widgets

Appearance > Widgets

WordPress Widgets add content and features to your Sidebars. Examples are the default widgets that come with WordPress; for Categories, Tag cloud, Search, etc. Plugins will often add their own widgets. For more information click here.

Menus

Appearance > Menus

Here you are able to specify which menu items will appear on your storefront, and in which order. You can also add sub-menus, simply drag and drop the menus and sub-menus you want. Check out this video for more info.

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Header

Appearance > Header

Many of the themes on WordPress.com feature an option which allows users to upload their very own custom image header to obtain a much more personalized look and feel. The use of this option is completely free, and you do not need to purchase an upgrade in order to change your header—as long as you’re using one of the themes that includes the option. Check out this video for more info.

 

Background

Appearance > Background

The majority of themes allow you to customize the background of your site by either uploading an image or selecting a color. Check out this video for more info.

 

Editor

Appearance > Editor

Allows you to make direct edits to your theme files. Unless you are familiar with this type of editing we do not recommend as editing your theme directly could break your site and your changes may be lost in future updates.  If you decide to go ahead with direct edits anyway, use a file manager to create a copy with a new name and hang on to the original. That way, you can re-enable a functional version if something goes wrong.

 

Plugins

Plugins are a way to extend and add to the functionality that already exists in WordPress.  Plugins  offer custom functions and features so that each user can tailor their site to their specific needs.

For more information on plugins click here.

For a list of our recommended plugins click here.

 

Users

You can invite others to contribute, manage, or view your WordPress site. Based on the role that you assign them, they will have access to specific functions.  For details on the WordPress user roles click here.

 

 

Tools

The options within Tools can be used depending on your needs.

Available Tools

Tools > Available Tools

Currently the only available tool is Categories and Tags Converter that allows you to convert existing categories to tags, selectively.

Import

Tools > Import

WordPress currently supports importing data in the form of posts (articles) and most of the details or features supported by the content publishing platform. For more information click here.

Export

Tools > Export

Whether you are moving WordPress to a new server or to a different location on your server, you don't need to reinstall. WordPress is flexible enough to handle all of these situations. For more information click here.

 

Export Personal Data

Tools > Export Personal data

WordPress 4.9.6 included a feature to archive user data for export. Export Personal Data tool can generate a (.zip format) file containing the personal data which exists about a user within your WordPress site.

Note: As this tool ONLY gathers data from WordPress and participating plugins, you may need to go beyond to comply with export requests.

 For more information click here.

 

Erase Personal Data

Tools > Erase Personal data

WordPress 4.9.6 included a feature to delete a user's personal data upon verified request. Deleted data is permanently removed from the database. Erasure requests cannot be reversed after they have been confirmed.

 For more information click here.

 

Settings

Allows admin pages containing settings forms to be managed semi-automatically. It lets you define settings pages, sections within those pages and fields within the sections.

General

Settings > General

This is the default Screen in the Settings Administration Screen and controls some of the most basic configuration settings for your site: your site's title and location, who may register an account at your site, and how dates and times are calculated and displayed.  For more information click here.

Writing

Settings > Writing

Control the interface you use when writing new posts. These settings control WordPress's features in the adding and editing posts, Pages, and Post Types, as well as the optional functions like Remote Publishing, Post via e-mail, and Update Services. For more information click here.

 

Reading

Settings > Reading

You can decide if you want posts or a "static" Page displayed as your blog's front (main) page. You can also adjust how many posts are displayed on that main page.

For more information click here.

 

Discussion

Settings > Discussion

Set the options concerning comments (also called discussion). You can decide if comments are allowed, if pingbacks and trackbacks are acceptable, and what constitutes Comment Spam.

For more information click here.

 

Media

Settings > Media

Controls the various settings related to images and other media that are used in writing posts and pages.

For more information click here.

 

Permalinks

Settings > Permalinks

Permalinks are the permanent URLs to your individual pages and blog posts, as well as your category and tag archives. A permalink is the web address used to link to your content.

For more information click here.

Privacy

Settings > Privacy

You can create new page or specify existing one as Privacy Policy page of the site.

For more information click here.