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The first tutorial of the order management
mini series will take a look
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at the sort of things
you should configure in Infigo
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in order to give your customers
a seamless order experience.
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This is by no means an exhaustive list,
but will point you towards features
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and additional Infigo Academy resources
that you should consider.
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Implementing into your storefronts.
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Now, if you do want some links
to Academy resources
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whilst we're going through this, please
do take a look at the step by step guide
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which accompanies
this particular tutorial.
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And there you will find links
to the appropriate resources.
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So first we can navigate
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to the payment methods screen.
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It's important to provide your customers
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with a range of payment options
if applicable to your storefronts.
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By default, you'll have purchase orders
available to your users.
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However, Infigo offers a wide range
of additional payment options,
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along with third party
integrations to payment providers.
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This ensures that you can cater
to all of your customers and
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their preferred methods.
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Next will
go to one of the delivery screens, which,
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based on your environment,
may also be in there as shipping.
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As with payments, it's important
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to tailor your delivery options to suit
both you and your customers.
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Infigo, provide a couple of inbuilt
options to get you started,
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such as fixed
rate shipping and shipping by weight.
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When you're ready for something
more advanced Infigo, offer
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a wide range of third party integrations
allowing you to seamlessly
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connect the Infigo checkout
with big name providers such as FedEx.
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In addition, we have a game
changing integration with EasyPost,
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giving you easy access to a vast
array of delivery
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providers.
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as a side note,
you can consider configuring production
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and delivery restrictions.
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These allow you to automatically formulate
expected delivery dates
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based on a range of factors.
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So if we next
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navigate to address book management,
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so give your customers easy access
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to all available addresses
using the address books functionality.
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This functionality allows you to easily
pre-defined a vast quantity of addresses
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and then control
which users or groups of users can access
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each of those address books.
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Give your customers a seamless checkout
experience where applicable addresses
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are ready and waiting for them
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next to navigate
to email message templates.
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So any email that sent
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by the Figo system
either to your customers or to your admin
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team, can be fully configured
and customized by default.
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Only a limited selection of emails
are activated on your storefront.
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Covering emails being triggered
by the most critical tasks
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Infigo provides
templates for emails covering
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pretty much any noteworthy event
on your storefronts.
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These can be activated as desired,
meaning from that point
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on, an email will be sent
whenever that action is hit.
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What's more, each
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email template can be fully customized
using our content template functionality,
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meaning if you wish to do so,
you can curate beautifully designed
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templates to be sent to your customers
while keeping the emails to your team.
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A Short to the point
and with just the information
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that they need.
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Next, I'm
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going to go to our basket settings.
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Now, you may not necessarily need
to come here, but consider customizing
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these settings to provide the basket
experience of choice to your customers.
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This screen contains
a vast array of settings associated
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with the functionality of the basket
screen.
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Next,
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I'm going to take a look at order
settings,
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so consider customizing these options
as well to provide
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the ordering experience of choice
to your customers.
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This screen contains
a vast array of settings associated
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with the functionality of the checkout
process and ordering in general.
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And again, you may not necessarily
have to change anything in here,
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but it's good to be aware
of the available options.
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Next, I'm going to go
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to appearance settings.
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So the Appearance Settings screen provides
you with the ability
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to change the overall style of your basket
and checkout pages.
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So if you scroll down a little bit,
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you'll find the section
there on basket style
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where you've got a couple of options
and check out style.
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In addition, this screen allows you
to control brand codes
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and many other general visual elements
of your storefront.
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Finally, for this tutorial,
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let's go to the CSS override section.
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So should you wish to modify any visual
element of your basket or checkout
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process?
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Even those elements which aren't
modifiable in the provided settings?
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The CSS override section can be used to
modify the CSS for any part of your site.
