Basic vs Advanced eSAT Training
eSAT CMS Training Guide
Florist and Agent Reference
Legend
- ✅ Basic = Standard eSAT training scope
- ⚠️ Advanced = Agent guided only
Overview
This guide is a shared reference for florists and agents using the eFlorist CMS.
Sections are split into Basic and Advanced so scope and expectations are clear.
Basic vs Advanced at a Glance
✅ Basic
Day to day tools covered in standard eSAT training.
- Merchandising
- Homepage, categories, products, add-ons
- Content Management
- Pages, announcements, checkout messaging
- Marketing
- Emails, promotions, reviews, rewards
- Reporting
- Dashboards, orders, refunds, performance
- Store Operations
- Delivery setup, images, site theme
⚠️ Advanced
Configuration and system level tools. Agent guided only.
- Merchandising
- Product logic, attributes, layouts
- Content Management
- HTML, forms, head elements, modals
- Marketing
- Campaigns, SEO structure, URLs
- Reporting
- Tracking codes and advanced reporting
- Store Operations
- Checkout behavior, navigation, delivery rules
When to Contact Support
Contact your agent or support for:
- Checkout configuration changes
- Site navigation changes
- SEO changes including meta tags or URLs
- Tracking tags or site wide custom tags
- Delivery rules affecting ordering or coverage
Basic Training
Merchandising
Homepage
- Homepage Customization
- Homepage Settings
- Products and Messaging
Categories
- Category Management
- Collections
Products
- Product Management
- add-ons
- Deal of the Day
Content Management
Pages
- About Us
- Blog
- Help Page
Messaging
- Announcements
- Checkout Messaging
- Outgoing Product Messages
- Social Media Setup
Marketing and Promotions
Emails
- Email List Management
- Marketing Email Management
Promotions
- Promotion Codes
- Review Management
- Rewards Program
- Website Chat Widget
SEO Basics
- About Us Page
- Footer Management
Reporting
Performance
- Dashboard
- Orders and Traffic
- Top Products
- Top Referrals
Lookups
- Order Lookup
- Refunds Lookup
Store Operations
Delivery
- Delivery Days and Times
- Delivery Fee Management
Site Design
- Image Management
- Site Theme
Payment FAQs
- Apple Pay
- PayPal Fast
- Google Pay
- Paze
Advanced Reference
Merchandising
Categories
- Category Settings
- Sympathy Page
Products
- General Product Settings
- Product Attributes
- Product Types
- Merchandising Icons
- Product Page Settings
Content Management
Pages
- Custom HTML Pages
Advanced Content
- Custom Forms
- Document Head Elements
- Modal Management
Wedding Pages
- Flowers Page
- Galleries
- Landing Page
- Products Page
Marketing and Promotions
Emails
- Email Settings
- Custom Email Program
Marketing
- Marketing Campaigns
SEO
- Site Map
- Site Meta Tags
- URL Management
Reporting
Advanced Reports
- Promotion Codes Reporting
- Source Codes
- Email Campaigns
- Online Search Marketing
Reporting Admin
- Site Wide Custom Tags
Store Operations
Settings
- Checkout Configuration
- Employee Permissions
- Search Term Management
- Site Navigation
Delivery
- Drop Shipping Setup
- Order Blocks
- Location Areas
- Store Locations
Site Design
- Site Footer Manager
Training Notes
- Always start with Basic
- Clearly state when entering an Advanced section
- Document changes made on the florist’s behalf
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