Magento Enterprise Edition User Guide Version 2.1 GETTING STARTED 1 Introduction 2 CHAPTER 1: Welcome 3 Resources 4 Join the Conversation! 7 CHAPTER 2: About This Release 9 System Requirements 10 Installation 13 Prelaunch Checklist 14 Your Login Credentials 16 For Your Records 17 CHAPTER 3: Your Magento Account 19 Creating a Magento Account 20 Sharing Your Account 23 CHAPTER 4: Quick Tour 27 The Path to Purchase 28 Home Page 30 Catalog Page 32 Search Results 34 Product Page 36 Shopping Cart 38 Customer Journey 39 Attract New Customers 41 Engage Your Customers 42 ii Copyright © 2016 Magento, Inc. All rights reserved. Contents Moment of Purchase 44 Increase Average Order Value 45 Customer Retention 47 Loyalty & Advocacy 49 Success! 50 Basic Configuration 53 CHAPTER 5: Store Admin 55 Admin Sign In 56 Your Admin Account 58 Admin Sidebar 59 Admin Workspace 62 Dashboard 63 Message Inbox 67 Global Search 70 Grid Controls 71 Grid Layout 73 Actions Control 75 CHAPTER 6: Store Details 81 Store Information 82 Locale Options 83 State Options 84 Country Options 85 Merchant Location 87 Currency 88 Store Email Addresses 89 Contact Us 91 CHAPTER 7: Storefront Branding 93 Uploading Your Logo 94 Adding a Favicon 97 Store Demo Notice 99 Magento Enterprise Edition 2.1 User Guide iii Contents Changing the Welcome Message 100 Copyright Notice 101 CHAPTER 8: Websites, Stores & Views 103 Configuration Scope 104 Single Store Mode 106 CHAPTER 9: Industry Compliance 107 PCI Compliance Guidelines 108 Privacy Policy 109 Cookie Law Compliance 110 Cookie Restriction Mode 111 Cookie Reference 113 PRODUCTS 115 CHAPTER 10: Products Menu 117 Catalog Workspace 119 Product Scope 122 CHAPTER 11: Creating Products 125 Catalog URLs 126 Product Workspace 129 Default Field Values 132 Scheduled Changes 133 Product Types 134 Simple Product 136 Configurable Product 143 Part 1: Creating a Configurable Product 144 Part 2: Adding Configurations 148 Grouped Product 156 Virtual Product 164 Bundle Product 170 iv Magento Enterprise Edition 2.1 User Guide Contents Customizing the Bundle 171 Downloadable Product 181 Configuring Download Options 190 Gift Cards 193 Gift Card Workflow 194 Creating a Gift Card 196 Gift Card Accounts 202 Configuring Gift Card Accounts 206 CHAPTER 12: Product Settings 209 Advanced Product Settings 210 Other Product Settings 211 Content 213 Configurations 214 Product Reviews 215 Images and Video 216 Search Engine Optimization 217 Related Products, Up-Sells, and Cross-Sells 220 Related Products 220 Up-sells 222 Cross-sells 224 Customizable Options 226 Product in Websites 229 Design 230 Gift Options 231 Downloadable Information 232 Grouped Products 233 Bundle Items 234 Gift Card Information 235 CHAPTER 13: Managing Pricing 237 Advanced Pricing 238 Group Price 240 Magento Enterprise Edition 2.1 User Guide v Contents Special Price 243 Tier Price 244 Minimum Advertised Price 247 MAP Logic 247 Configuring MAP 249 CHAPTER 14: Managing Inventory 253 Stock Options 258 Product Stock Options 260 Stock Message Scenarios 262 Product Alerts 266 Product Alert Run Settings 268 CHAPTER 15: Managing Images and Video 269 Uploading Product Images 269 Adding Product Video 272 Media Gallery 276 Placeholders 278 Watermarks 279 Swatches 282 Creating Swatches 283 CHAPTER 16: Categories 289 Creating Categories 290 Root Categories 298 Hidden Categories 301 Scheduled Changes 302 Display Settings 303 Products in Category 305 Sorting Category Products 306 CHAPTER 17: Using Product Attributes 311 Adding an Attribute 312 Updating Product Attributes 318 vi Magento Enterprise Edition 2.1 User Guide Contents Attribute Input Types 319 Date & Time Custom Options 320 MARKETING 323 CHAPTER 18: Marketing Menu 325 CHAPTER 19: Shopping Tools 329 Opportunities to Engage 330 Product Relationships 332 Compare Products 333 Recently Viewed / Compared Products 334 Gift-Related Options 335 Promotions 337 CHAPTER 20: Catalog Price Rules 339 Creating a Price Rule 340 Scheduled Changes 345 Price Rule with Multiple SKUs 346 CHAPTER 21: Cart Price Rules 347 Creating a Cart Rule 348 Coupon Codes 358 Configuring Coupon Codes 360 Coupons Report 361 Scheduled Changes 362 Free Shipping Promotion 364 Buy X Get Y Free 367 Discount with Minimum Purchase 369 CHAPTER 22: Customer Segments 373 Customer Segment Attributes 374 Creating a Customer Segment 375 Magento Enterprise Edition 2.1 User Guide vii Contents Targeting Customer Segments in Price Rules 381 Targeting Customer Segments with Banners 383 Merchandising 385 CHAPTER 23: Visual Merchandiser 387 Creating Category Rules 390 Configuring Visual Merchandiser 393 CHAPTER 24: Related Product Rules 395 Creating a Related Product Rule 396 Related Product Rule Priority 399 Configuring Related Products Rules 400 Customer Engagement 403 CHAPTER 25: Email a Friend 405 CHAPTER 26: Wish Lists 409 Configuring Wish Lists 410 Updating a Wish List 412 Wish List Search 414 CHAPTER 27: Product Reviews 417 Configuring Product Reviews 418 Product Ratings 419 CHAPTER 28: Gift Registries 421 Gift Registry Workflow 422 Gift Registry Information 423 Setting Up a Gift Registry 424 Configuring Gift Registries 429 Gift Registry Search 432 CHAPTER 29: Rewards & Loyalty 437 Configuring Reward Points 438 viii Magento Enterprise Edition 2.1 User Guide Contents Reward Exchange Rates 442 Using Reward Points in Price Rules 445 CHAPTER 30: Private Sales & Events 447 Event Components 448 Event Ticker 449 Configuring Events 450 Restricting Access 451 Creating Events 452 Updating Events 455 Invitations 456 Configuring Invitations 457 Communications 459 CHAPTER 31: Email 461 Supported Email Clients 462 Preparing Your Email Logo 464 Configuring Email Templates 465 Configuring Sales Emails 468 Payment Failed Email 471 Configuring Admin User Email 472 Customizing Email Templates 473 Email Header 474 Footer Template 478 Email Message Templates 482 Email Template List 486 Configuring Email Communications 488 CHAPTER 32: Sales Documents 489 PDF Logo Requirements 490 Adding Reference IDs to Header 493 CHAPTER 33: Email Reminders 495 Magento Enterprise Edition 2.1 User Guide ix Contents Creating Email Reminders 496 Configuring Email Reminders 502 Email Reminder Templates 503 CHAPTER 34: Newsletters 505 Configuring Newsletters 506 Newsletter Templates 507 Sending Newsletters 509 Managing Subscribers 511 CHAPTER 35: RSS Feeds 513 Setting Up RSS Feeds 514 CHAPTER 36: Using Variables 517 Adding Predefined Variables 518 Creating Custom Variables 519 Markup Tags 521 Using Markup Tags in Links 522 Dynamic Media URLs 524 Variable Reference 527 SEO & Search 531 CHAPTER 37: Catalog Navigation 533 Top Navigation 534 Breadcrumb Trail 536 Product Listings 538 Pagination Controls 541 Layered Navigation 543 Layered Navigation with Filterable Attributes 544 Price Navigation 547 Configuring Layered Navigation 550 CHAPTER 38: Catalog Search 551 Quick Search 552 x Magento Enterprise Edition 2.1 User Guide Contents Advanced Search 553 Search Results 555 Search Suggestions 556 Weighted Search 558 Configuring Catalog Search 559 Elasticsearch 560 MySQL Search 562 Solr Search 564 CHAPTER 39: Using a Flat Catalog 567 Setting Up a Flat Catalog 568 CHAPTER 40: Search Terms 571 Popular Search Terms 572 Adding Search Terms 574 Search Terms Report 576 Search Synonyms 577 CHAPTER 41: SEO Best Practices 579 Meta Data 580 Canonical Meta Tag 581 Using a Sitemap 583 Configuring the Sitemap 584 Search Engine Robots 587 URL Rewrites 589 URL Rewrite Configuration 590 Automatic Product Redirects 591 Creating URL Rewrites 593 Product Rewrites 594 Category Rewrite 596 CMS Page Rewrite 599 CHAPTER 42: Google Tools 603 Google Analytics 604 Magento Enterprise Edition 2.1 User Guide xi Contents Google Tag Manager 605 Creating a Tag to Track Conversions 608 Enhanced Ecommerce 612 Troubleshooting Tools 617 Google AdWords 619 CONTENT 621 Content Elements 622 CHAPTER 43: Content Menu 623 CHAPTER 44: Pages 625 Core Content 625 Default Pages 628 Workspace Controls 629 Page Search 631 Page Actions 634 Applying Actions 634 Page Grid Layout 635 Scheduled Changes 637 Adding a New Page 638 Using the Editor 642 Inserting a Link 643 Inserting an Image 644 Inserting a Widget 645 Inserting a Variable 646 Configuring the Editor 647 Media Storage 648 Version Control 649 Editing a Versioned Page 654 Page Hierarchy 655 xii Magento Enterprise Edition 2.1 User Guide Contents Configuring Page Hierarchy 656 Adding a Node 657 CHAPTER 45: Content Blocks 659 Workspace Controls 660 Scheduled Changes 660 Adding New Blocks 661 Adding Social Plugins 663 Using a Lightbox or Slider 666 Positioning Blocks 667 Using a Widget to Place a Block 669 Using a Layout Update to Place a Block 673 CHAPTER 46: Banners 675 Creating a Banner 676 Rotating Banners 680 Using Banners in Price Rules 683 CHAPTER 47: Widgets 685 Widget Types 686 Creating a Widget 687 New Products List 692 Order by SKU 697 Design & Theme 699 CHAPTER 48: Design Menu 701 Design Configuration 702 CHAPTER 49: Page Setup 705 HTML Head 706 Header 707 Footer 708 CHAPTER 50: Page Layout 709 Magento Enterprise Edition 2.1 User Guide xiii Contents Standard Page Layouts 710 Storefront Examples 712 Layout Updates 715 Standard Block Layout 716 Layout Update Examples 719 Layout Update Syntax 722 Controlling Block Order 726 XML Load Sequence 727 CHAPTER 51: Themes 729 Using the Default Theme 730 Installing a New Theme 732 Theme Assets 734 Optimizing CSS Files 736 Optimizing JavaScript Files 737 Scheduling Design Changes 738 CHAPTER 52: Content Staging 741 Scheduling an Update 742 Staging Dashboard 747 Editing a Campaign 748 Adding