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2018

LIFECYCLE55+
WIX ADMINISTRATION GUIDE
CONTRIBUTERS:
MICHAEL QUINN
ALEX VANN
BENJAMIN LO
GALIH SAPUTRO
GODWISH JAKIN
SHEHAN JAYASINGHE
NICK XIE
Table of Contents
2. Overview ................................................................................................................................. 3
a) The Basics ......................................................................................................................................... 3
b) The Dashboard.................................................................................................................................. 4
c) Contacts & CRM ................................................................................................................................ 6
d) Website Management ...................................................................................................................... 6
e) Settings ............................................................................................................................................. 9
Administrative Tasks ................................................................................................................. 13
a) Accessing the Administration Portal ............................................................................................... 13
b) Adding Store Collections ................................................................................................................. 15
c) Adding/Removing Store Items ........................................................................................................ 16
d) Adding/Removing events................................................................................................................ 19
e) Adding/Removing Site Administrators ............................................................................................ 22
f) Adding/Removing site applications ................................................................................................. 26
g) Opening the Website Editor............................................................................................................ 28
h) Responding to Contacts/Incoming messages. ................................................................................ 30
i) Bulk-emailing contacts. .................................................................................................................... 31
2. Overview

a) The Basics
In this section, we will examine the interface to get familiar with navigation prior to learning
about site content. To begin with, let’s look at the dashboard:

There are two key features about this page that are consistent throughout the site. The
navigation pane on the left:
Which is how you will navigate throughout the site over the course of this guide. it will also
change contexts at various points while navigating the site to specific submenus.

The other component of note is the editor bar at the top of the page:

This bar also changes contexts throughout the website. It has various functions depending
on the page you’re on, but it will consistently provide a link to your Wix Homepage, a
quicknav function to quickly switch between pages, a notifications prompt to keep you
updated on any upcoming changes, a link to the Wix Help Centre, and an account
management dropdown that provides links to various components of the CMS related to
accounts/billing.

b) The Dashboard

After logging in as an administrator, you will be directed to Wix’s Content Management


System (CMS). Your splash page as an administrator is the dashboard.

The Wix dashboard is a summary of all administrative information related to your individual
website. It changes depending on your subscription & the modules you have installed, and is
the first point of contact for all site administrative tasks as it provides shortcuts to most
areas of the CMS. At the top of the Dashboard, we see the following banner section:
This section contains a link to website management, shortcut access to site preview (and
other management tasks), and shortcuts to connect or manage your current domain, to
manage site subscription fees, and a link to the site mailbox (if configured).

Next we have the Dashboard body. This contains a convenient overview for all module
activity on your website. In our example, we have both the Wix Stores & Events modules
configured, and as you can see it provides an overview of these modules without having to
navigate to them individually.

And finally, there is a handy section labelled “Quick Links” that contains links to site
management tasks that you may find useful. These specific features will be expanded upon
more fully later in this document.
c) Contacts & CRM

Wix provides innate functionality for managing customer interactions via the Contacts &
CRM interface:

This can be utilised in order to view incoming messages & respond, to bulk email
newsletters/messages to subscribers via Wix Shoutout, or to generate & send invoices. This
contact list is populated via CSV or via member signup.

d) Website Management
In this section, you will be guided through the many options regarding managing your
website. This includes your website subscription, site settings, site management, domain
settings, site ownership, and social/search settings.

In the site navigation pane, click on the “Manage Website” option. This will open the
website management overview. Below you will find a description of each section.
Site Name: To change the site name & URL, click on the “Site Name” section in the Site
Basics menu. This will prompt you to change the name & URL – please note this will not
change the domain.

Website Plan: This section will allow you to change or view the current website
subscription. Selecting any of these plans will prompt you for payment and allows you to
select either PAYG or a one or two year subscription period.
Domain: This section will allow you to connect to a domain you own. This will allow you to
use your custom domain name instead of the .wixsite.com domain. The instructions for
connecting your domain can be found here, however you will also need instructions from
your domain provider if you wish to change.

Publish Status: This section tells you whether your site has been published and provides
information on how to do so if it is not.

Search Engines: Gives you the ability to turn on Search Engine Optimisation, information
regarding site boosting, the ability to set up redirection from any old sites if necessary.

Social: Allows you to configure social media settings inside Wix, including a Facebook share
image and username.

Analytics: Allows you to add various analytical components to your site. This includes
Google Analytics, AdWords, Tag Manager, Facebook Pixel, Yandex Metrica, Verification
Code, and your own (or otherwise untested) custom code. There is important information
available on the Wix Support article related to this section.
e) Settings

The settings page is used by administrators to configure account & billing information.

There are 6 sections here that contain different, yet critical components of the website.

General Info: Contains business & regional information such as business name, contact information,
address, time zone, primary currency, language settings.
Accept Payments: Enables or disables different payment methods:
Please note, we have enabled PayPal and Credit/Debit Card payments as per website requirements.
It is possible to add/disable payment methods at any time.

Store Shipping & Tax: Configuration for automatic shipping/tax adjustments to sales on a per region
basis.

Roles & Permissions: This section allows you to nominate administrative accounts for your website,
either in an administrative capacity or access rights to accounting & billing configuration.

Store Settings: This section is used to define store settings, including store policies (terms &
conditions, returns, etc) and checkout settings.
Invoice Settings: This section is used to configure invoice settings for your company – configuring
this section will configure your site to serve a custom-invoice, and tax templates can be created to
expedite the process of manually creating them when necessary.
Administrative Tasks

a) Accessing the Administration Portal

This section will detail how to access your Wix site.

In order to access the administration portal for your website, you must log into Wix with
your account information.

i. Open your browser of choice. Over the course of this guide, we will be using the latest
version of Google Chrome available (66.0.3359) to demonstrate website functionality.

ii. Navigate to the URL bar in your browser of choice:

iii. Highlight the URL bar and type in www.wix.com and click enter

iv. This will bring you to the Wix homepage. Currently, it looks like this:

v. Along the top you will see the website navigation bar. At the right of this bar you will see
a “Sign in” button:
vi. This will redirect you to the Wix login portal:

vii. To login, you will need to know your Wix login credentials. This guide will not list any
passwords associated with your Wix Administrator account.

viii. Once you have entered your account information, click the “Log In” button below and
you will be taken to the Wix Dashboard
b) Adding Store Collections

i. From the Wix Dashboard page, select “Store Products” – you will be taken to the Products
management page:

Here you can manage, search or view all items in your store.

ii. On the left side of the screen, in the navigation bar, you will see a “Collections” page.

Clicking this page will bring you to the Collections page:


By default, all items are added to the “All Products” collection. However this can be refined
in order to provide further flexibility to your webstore as it grows.

iii. Click “+ New Collection” – located in the top right corner of the Collections page:

This will prompt you to enter the details of your new collection – including a name,
identifying image, and the ability to add any existing products to this collection during
creation.

Clicking the Save button in the top right corner will complete the process and create the
collection.

c) Adding/Removing Store Items

Store items are the individual products that populate your store. They are managed in
groups (collections) and can be physical or digital in nature. This guide will walk you through
adding both types to your store.

i. Adding Store items is similar to adding product collections. From the main navigation
menu, click the “Store Products” page to be directed to the product management interface.
ii. Click the “+ New Product” button located in the top right corner of the page.

iii. A prompt will appear. Continue by selecting either “Digital File” or “Physical” depending
on the nature of the item.

iv. You will be prompted to enter details about your item. If you selected to create a digital
item, your product page will appear with an upload button:
While the physical product page will give you the option of uploading images or videos:

To continue, fill out the Product Information sections, and select a Collection to add the
product to. There are several optional sections on this page, including the ability to add
product options – such as different sizes or colour, an option to include custom text when
purchasing your product, and various methods of promoting your product.

v. Once you are done, click the “Save” button in the top right corner of the new product
window:

This will allow you to save your new item and add it to the collection you are managing.
In order to delete an item, it’s simply a matter of clicking the “…” icon on to the right of the
item in the “Store Products” page and clicking “Delete.”

You will be prompted to confirm your deletion:

Upon doing so, your item will be deleted.

d) Adding/Removing events

The Wix Events module provides an easy-to-use events management interface that allows
you to create & manage events for your organisation. To access it:
i. Click the “Events” option in the navigation menu.

This will direct you to a page containing all the events that have been created for your site.
As you can see in the image above, we’ve populated this list with two events – the Geelong
Heights Ride 08 and the Docklands Circuit. Now, we will add a third.

ii. Select the “+ Add Event” button in the top right corner of the page to begin the process.
iii. You will then be prompted to enter your event details:

Your event details must include the event name, start & end times, and a location for the
event. An optional description can be added, and you can add an image if applicable.

iv. Once you are done, select “Create Event” in the top (or bottom) right corner of the page
to finish creating the event.

You will be directed back to the Events page, where you can see the event you’ve just
created. Your event will now be listed on the LifeCycle55 website on the Adventure page.
v. Now that you’ve created an event, you can now generate tickets, add event registration,
change email notification settings, or create a guest list in the event details. To do so, click
the “Edit” button next to the event you’ve just created.

vi. Along the top of the event page, you will find a series of tab options related to your
event:

These will allow you to customise how you want to distribute or register invitations to your
events.

Tickets: Allows you to generate e-tickets for your event. These can be free or paid, have a
distinct name and be limited in number.

Registration: Allows you to setup & configure event registration on your website. This
section also allows you to customise your registration form.

Emails: Allows you to customise the email notifications sent out to customers related to
your event.
Guests: Allows you to invite guests manually or create invitations for your event.

e) Adding/Removing Site Administrators


In this section, you will learn how to add or remove administrator accounts from your
website. Wix allows three types of administrators as well as an owner role. Those roles are
distinguished below:

Owner Full access to the site and all content/settings.


Admin (with Full access to website including publishing – cannot access billing
publishing rights) info or delete/duplicate site.
Admin Limited Full access to website – cannot publish, access billing info or
delete/duplicate site.
Back Office Manager No editing rights to website – Can manage site settings/apps.

There can only ever be one site owner, however an owner can add as many
administrators/back office managers as are needed. This can be accomplished by following
the steps below.

i. From the dashboard, select Settings in the main navigation menu.

You will be directed to the Settings page:

ii. From this page, click “Roles & Permissions” in the main navigation pane:
This will direct you to the Roles & Permissions manager:

iii. Click the “+ Add Contributor” button. You will be prompted to enter the email address of
the account you would like to administer the site.

This prompt is where you can define user roles upon creation. If you would prefer to restrict
nominated administrators from publishing site content, please ensure you disable that here:
Simply turn this option off to prohibit those accounts from publishing:

Once you have entered the account information and selected the correct role, please select
the “Send Invite” button in the bottom right corner of this prompt if you would like to add
them as administrators, or “Cancel” if you would like to discard any changes you have made.

The user will receive an email at the specified address and, once they have accepted, they
will be able to log in as their specified role and begin contributing. Please note – users must
create a Wix account before logging in.

To remove an administrator, it’s simply a matter of highlighting over the settings “…” icon
and selecting delete:

You will be prompted to delete the user:

And upon confirming, the user will be deleted.


f) Adding/Removing site applications

Apps are used to add pre-packaged functionality into a Wix site. In this section, we will
cover the basics of adding/removing applications.

i. From the dashboard, select “Apps” in the main navigation pane.

This will open the apps management page:

ii. You can now search for any application. Simply type the thing you’re looking to add in the
search bar in the top right corner:
As you can see, this has resulted in many hits:

For the sake of this walkthrough, we are going to install 123 Form Builder. Select the “+ Add
App” button to proceed:

You will be prompted to confirm your selection:

Upon hitting “+ Add App” again, you will be redirected to the “Manage Apps” section where
your app will be listed and ready to use:
An App can be removed by simply clicking the trash can icon to the right of the an app:

g) Opening the Website Editor

To edit any website content, you need to open the website editor. In this section we will be
examining how to open the editor and commit changes. Please note, web design or
construction is out of scope for this document.

i. From your dashboard, click on “Edit Site” at the bottom of the main navigation pane:

ii. This will open the HTML editor:


This editor will allow you to edit site content. Please note any changes made here will be
public if published while the site is live.

iii. Once you are finished making changes, there are four options to proceed:

Save: Will save, but not publish (commit) changes to the website. This means you can save
changes to continue editing later or simply save until you wish to publish.

Preview: This option will allow you to preview any changes you’ve made before either
saving or committing. Use this option to test changes before saving.

Publish: This will commit any changes and make them public. Please only use this option if
you are sure you want your changes to go live.

Close: To discard any changes, simply close the editor and no changes will be saved or
committed.
h) Responding to Contacts/Incoming messages.

i. From the Dashboard, select “Contacts & CRM” in the main navigation pane:

This will direct you to your inbox.


ii. To respond to messages you’ve received, click on any of your incoming messages here
and a chat window will open:

Anything you type here will respond in real-time, opening a channel between you and
anybody contacting you.

i) Bulk-emailing contacts.

Wix Contacts allows you, as an administrator, to bulk email contact lists via Wix ShoutOut.
This is an effective way of sending newsletters or other notifications and can greatly reduce
the administrative time required to setup & manage external mailing lists.
i. From the Dashboard, select “Contacts & CRM” in the main navigation pane:

ii. This will direct you to your inbox. Select “Contact List” down the side to be directed to
your contact list.

iii. In order to send a bulk email (whether it be a newsletter or some other notice), simply
tick the boxes of the members you wish to send to (or select all to speed it up), and select
“Send Newsletter” – located at the top right of the contact list.

This will take you to the Shoutout email marketing tool.

iv. Once you have created your message you can either preview it before sending, or select
next using the options in the top right corner.

iv

v. The next option directs you to the “Add Recipients” page. As you can tell by our example:

You can automatically mail to all customers, however events also automatically generate
their own mailing lists. This is a useful method for keeping specific groups updated on
specific events, allowing for some flexibility. Once you are done, select “next” to move on to
the next stage.
vi. The final step in the process is to label your newsletter with a Subject Line, From Name
and Reply-to email, then simply click send and your message will be queued for sending.

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