Access Information

• Login URL: eSAT Login

• Shop code: 70002024

Site Theme and Branding

Update Site Theme

1. Change the site theme to Macro Green.
• Path: More -> Site Theme

Logo Setup

Primary Logo

1. Create a new logo in Canva.
• Dimensions: 150w x 100h pixels
• Include only the shop name
• Ensure text is readable on the site

2. Upload the logo.
• Path: More -> Site Theme

Centered Header Logo

1. Create a centered logo.
• Dimensions: 1000w x 150h pixels

2. Change the header setting to Logo Centered.

3. Upload the logo.
• Path: More -> Site Theme

Favicon

1. Create a new favicon using Favicon Generator.

2. Use two letters from the shop name.
• Example: Paragould Florist = PF

3. Use a background color that matches the site theme and white text.

4. Upload the favicon.
• Path: More -> Site Theme

Homepage Configuration

Layout and Product Display

1. Change the homepage layout to Feature.
• Path: Merchandising -> Homepage Settings

2. Set homepage products to display 5 products.
• Path: Merchandising -> Homepage Settings

Homepage Products

1. Update homepage products to:
• t64-1a
• t46-1a
• t37-1a
• t155-1a
• t61-1a

2. If adding seasonal or holiday products:
• Create a schedule with start and end dates
• Do not use the default schedule with no dates
• Seasonal or holiday products should never display outside the appropriate timeframe
• Path: Merchandising -> Products & Messaging

Homepage Text and Media

1. Update homepage footer text to include additional information such as service areas.
• Path: Merchandising -> Homepage Settings

2. Add a new Spring slideshow image.
• Recommended dimensions: 1400w x 560h pixels
• You may need to change the homepage layout to Immersion or Carousel
• Path: Merchandising -> Homepage Customization

1. Change one occasion tile to Spring.
• Path: Merchandising -> Homepage Customization

2. Set the featured occasion to Spring.
• Choose valid start and end dates
• Path: Merchandising -> Homepage Customization

3. Turn off the Google Map on the homepage.
• Path: Merchandising -> Homepage Customization

Category Management

Create Weekly Specials Category

1. Create a new category named Weekly Specials.

2. Set the parent category to Occasions.

3. Add products by searching keywords such as:
• summer
• spring
• snow
• pink
• Path: Merchandising -> Category Management

Edit Existing Categories

1. Edit the Birthday category:
• Add products: t64-1a, t46-1a, t37-1a, t155-1a, t61-1a
• Remove the bottom 5 products
• Change the price of one product
• Deactivate another product
• Path: Merchandising -> Category Management

Category Settings

1. Change category page layout to Small.

2. Turn off the color category filter.

3. Add a new price range: $45-$55.
• Path: Merchandising -> Category Settings

Product Management and Settings

Sympathy Page Update

1. Change the casket sprays image to product t281-2a.
• Image dimensions: 200 x 200 pixels
• Path: Merchandising -> Sympathy Page

Add-ons Management

1. Create a new latex balloons add-on.
• Apply to all products
• Use an image from Google
• Image dimensions close to 117w x 90h

2. Change the sequence of add-ons.

3. Turn off the chocolates add-on.
• Path: Merchandising -> Add-ons

Deal of the Day

1. Update pricing to:
• 75
• 100
• 125
• 150
• 175

2. Assign to Birthday and Anniversary categories.

3. Remove from Love and Romance category.

4. Update the product description by adding a new sentence at the end.
• Path: Merchandising -> Deal of the Day

General Product Settings

1. Change holiday pricing dates to 2/5 and 2/15 and turn the feature on.

2. Change product price point display to Price Range.

3. Backup price lists:
• Download Teleflora and custom products list
• Go to URL: https://teleflora365.sharepoint.com/sites/eflorist365/SiteAssets/WikiSearch.aspx
• Enter shop code and click Shop Files
• Upload both price lists.

4. Bulk increase all Teleflora products by $5.

Site Lockdown Configuration

1. Set keepsakes to Never add keepsakes.

2. Set everyday products to Add none.

3. Turn off both green buttons under Products Pricing.
• Path: Merchandising -> General Product Settings

4. Enable Disable automatic merchandising.

5. Enable Disable new Teleflora categories.
• Path: Merchandising -> Category Settings

Product Attributes and Availability

1. Create a Coming Soon merchandising icon.
• Dimensions: 139w x 16h pixels

2. Apply the icon to product t61-1a.
• Path: Merchandising -> Merchandising Icons

3. Set products t64-1a, t46-1a, t37-1a, t155-1a, t61-1a to Temporarily Unavailable.
• Path: Merchandising -> Product Attributes

4. Add $5 to all price points for the same products.

5. Turn off product t64-1a.
• Path: Merchandising -> Product Management

Create a New Product

1. Create a new product using a stock image found online.

2. Pricing:
• 89.99
• 149.99
• 199.99

3. Add a description.
• Use a random description if required
• If no description is provided, use the tag

4. Set delivery to Local delivery only.

5. Set orientation to All Around.
• Path: Merchandising -> Product Management

Product Page Settings

1. Change default Teleflora product labels to:
• Beautiful
• Gorgeous
• Luxurious

2. Turn off bouquet size and orientation options.
• Path: Merchandising -> Product Page Settings

Content Management

About Us Page

1. Add text to the first section.

2. Create a new custom section with any content.

3. Update store hours to:
• Monday to Friday, 10 am to 7 pm

4. Update delivery fee to $7.99.
• Path: Content Management -> About Us

About the Company Image

1. Upload an image.
• Path: More -> Image Management -> About Us folder

2. Copy the image address.

3. Add the following code under Source Code -> Tools:

<img style="height: auto; max-width: 100%;" src="https://imagelink.jpg">

Custom Pages and Messaging

1. Create a custom HTML page for Wedding Packages.

2. Add supporting text and images.

3. View the page on the live site.
• Path: Content Management -> Custom HTML

4. Update the Help Page with additional funeral homes.
• Path: Content Management -> Help Page

5. Add a cart message about substitution policy.
• Path: Content Management -> Checkout Messaging

Custom Forms

1. Create a new Event Consultation form.

2. Include a heading and introductory text.

3. Add form fields:
• Name
• Phone
• Email address
• Date
• Venue address

4. Enter your Teleflora email as the recipient.

5. Test the form by submitting it on the test site.
• Path: Content Management -> Custom Forms

Modals and Social Media

1. Create a homepage modal for a design class happening next weekend.
• Add an appropriate end date
• Path: Content Management -> Modal Management

2. Turn off one social media icon.

3. Add a custom Reddit icon.
• Dimensions around 48 x 48 pixels
• Path: Content Management -> Social Media Setup

Marketing and Promotions

Email List Management

1. Download the sample file.

2. Remove sample data.

3. Add 5 test email addresses.
• Only the email column is required

4. Upload the file and choose Add new records.
• Path: Marketing & Promotions -> Email List Management

Email Settings

1. Turn on merchant confirmation emails and add your Teleflora email.

2. Change transactional email layout to Modern White or Match My Site.

3. Turn thank you and gift reminder emails on or off.

4. Turn on welcome email and update the text.

5. Turn cart abandonment emails on or off.
• Path: Marketing & Promotions -> Email Settings

Marketing Emails and Campaigns

1. Customize a marketing email using products:
• t64-1a
• t46-1a
• t37-1a
• t155-1a
• t61-1a

2. Turn off other unused campaigns.
• Path: Marketing & Promotions -> Marketing Email Management

3. Create a Spring Flowers campaign.
• Resize desktop and mobile banners in eSAT
• Width is the primary constraint
• Link to the Spring category
• Set appropriate dates
• Path: Marketing & Promotions -> Marketing Campaigns

Promotion Codes and Rewards

1. Create a product specific promo code for $10 off 5 Anniversary products.

2. Create a free delivery promo code with 100 percent off.

3. Create a local delivery only promo code for $15 off.

4. Turn on the rewards program, update settings, and assign products.
• Path: Marketing & Promotions -> Promotion Codes and Rewards Program

Footer Management

1. Add a centered image to the footer.

2. Override the address.

3. Use the following code:

<img style="height: auto; max-width: 100%;" src="https://imagelink.jpg">

Reporting and Testing

Reports and Orders

1. Review available reports.
• Path: Reporting

2. Click See it Live and place a test order.
• Use your Teleflora email as the sender email
• Follow OneNote instructions for placing a test order

3. Locate the test order.
• Path: Reporting -> Order Lookup

Customer Accounts

1. Create a test account on the live site using your Teleflora email.

2. Search for the account in eSAT.
• Path: More ->Customer Accounts

Checkout, Navigation, and Settings

Checkout and General Settings

1. Update checkout settings and review live behavior.
• Path: More -> Checkout Configuration

2. Update address and phone number.

3. Change tax rate to 7 percent.

4. Review payment settings.

Site Navigation

1. Change Flowers menu layout to one column.

2. Create a Featured menu with Price and Category sections.

3. Update bestselling products.

4. Create a navigation link for Event Consultation or Fall Open House with dates.
• Path: More -> Site Navigation

Delivery Configuration

Delivery Days and Times

1. Change Monday to Friday cutoff time to 2 pm.

2. Turn off Monday delivery.

3. Add an exception date for Easter.
• Path: More -> Delivery Days & Times

Delivery Fees

1. Change main delivery fee to $12.95 and wire fee to $4.50.

2. Add location based fees:
• Zip code 72461: $8.95
• Brookland, AR: $19.95

3. Add a $5 seasonal delivery fee.

4. Add a Sunday delivery fee of $10.
• Path: More -> Delivery Fee Management

Drop Shipping

1. Create a ground delivery fee of $10.

2. Create a future delivery date fee of $25.

3. Set product T282-9A to Drop Ship.
• Path: More -> Drop Shipping Setup and Product Management

Order Blocks and Store Locations

Order Blocks

1. Block all zip codes for October 31 of the current year.

2. Block products t64-1a, t46-1a, t37-1a, t155-1a, t61-1a for the week before Christmas.

3. Block outgoing orders for the week before Valentine’s Day.

4. Block zip codes 10001 and 10005.

5. Block hospital deliveries.
• Path: More -> Order Blocks

Store Locations

1. Create two store locations with custom information.

2. Set pickup times to 10 am to 5 pm on weekdays.

3. Turn off Saturday and Sunday pickup.
• Path: More -> Store Locations

Image Management

1. Upload images to Image Management.
• Path: More -> Image Management