eStore Guide
04/17/2013 Blackbaud NetCommunity 6.53 eStore US
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eStore-2013
Contents
ESTORE
eStore Administration Part
eStore Categories Part
eStore QuickNav Part
eStore Storefront Part
Create Multiple eStores
Inventory Tab
Basic Tab
Basic Tab Options
Extended Tab
Attributes Tab
Attributes Tab Options
E-Content Tab
E-Content Tab Options
Inventory Tab
Items List Tab
Orders Tab
Orders Tab Options
Categories Tab
Configuration Tab
Basic Tab
Basic Tab Options
RE Settings Tab
RE Settings Tab Options
Synonyms Tab
Synonyms Tab Options
Element Visibility Tab
Element Visibility Tab Options
SMTP Tab
SMTP Tab Options
Configurable Text Tab
Configurable Text Tab Options
Email Tab
Email Tab Options
Tax Rates Tab
Shipping Tab
Roles Tab
Site Logs Tab
Error Logs Tab
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3
4
5
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Transactions Tab
Store Stats Tab
Store Stats Tab Options
eStore Attributes
INDEX
33
34
35
35
37
chapter 1
eStore
eStore Administration Part
2
eStore Categories Part
3
eStore QuickNav Part
4
eStore Storefront Part
5
Create Multiple eStores
7
Inventory Tab
8
Orders Tab
15
Categories Tab
16
Configuration Tab
18
Tax Rates Tab
29
Shipping Tab
30
Roles Tab
30
Site Logs Tab
31
Error Logs Tab
32
Transactions Tab
33
Store Stats Tab
34
eStore Attributes
35
With the eStore parts for Blackbaud NetCommunity, you can create a store within your website that is designed
to solicit sponsors to support your organization’s mission. For example, donors can sponsor individuals to
participate in your organization’s programs. You can also use the eStore to sell merchandise.
Note: The Payment Card Industry Data Security Standards (PCI DSS) requirements do not allow you to store
credit card or cardholder data in your database. To help you comply with PCI DSS, the eStore for Blackbaud
2 CHAPTER 1
NetCommunity no longer stores this information in the database. For information about PCI DSS requirements,
see the Payment Application Data Security Standards Implementation Guide.
On your website, the eStore consists of two web pages: One page displays the eStore to website users, and
another page displays the administration tools to configure and maintain your eStore. On the page for website
users, you place three custom parts: the eStore QuickNav, eStore Categories, and eStore Storefront parts. On
the eStore Administration page, you place the eStore Administration part. Unlike other parts in Blackbaud
NetCommunity, you do not configure the eStore parts on the Edit Part screen. Instead, you create parts and
place them on their web pages. You then go to the eStore Administration page and use the tabs to configure and
maintain your eStore. On the Edit Part screens, you link the web pages to enable links in your eStore.
• The eStore Administration part displays a series of tabs to configure and maintain your eStore. With these
tabs, you can manage inventory, configure basic settings, and view information about your eStore. For more
information, see eStore Administration Part on page 2.
• The eStore Categories part displays links to the categories that you create on the Categories tab of the eStore
Administration page. For more information, see eStore Categories Part on page 3.
• The eStore QuickNav part includes links, a search field, and a shopping cart summary. For more information,
see eStore QuickNav Part on page 4.
• The eStore Storefront part displays information in the eStore, such as items in a category, search results, a
shopping cart, and checkout information. For more information, see eStore Storefront Part on page 5.
eStore Administration Part
With the eStore Administration part, you can configure and maintain your eStore. On eStore Administration
page, a series of 11 tabs appears. Twelve additional tabs under the Inventory and Configuration tabs, and the
bulk of the eStore administration is handled on these tabs. On the Inventory tab, you manage items in your
eStore. On the Configuration tab, you configure settings for the eStore. You also use eStore Administration tabs
to configure the eStore QuickNav, eStore Categories, and eStore Storefront parts. In-line help appears
throughout the tabs to explain fields, checkboxes, and other items.
Note: To access the eStore Administration page, website users must have supervisor rights. To allow users who
are not supervisors to administer the eStore, you can create a role that allows them to act as eStore
administrators but does not provide supervisor rights elsewhere on your website. Name this case-sensitive and
spacing-sensitive role “NCCS Custom Store Admin.”
• Inventory Tab on page 8
• Orders Tab on page 15
• Categories Tab on page 16
• Configuration Tab on page 18
• Tax Rates Tab on page 29
• Shipping Tab on page 30
• Roles Tab on page 30
• Site Logs Tab on page 31
• Error Logs Tab on page 32
• Transactions Tab on page 33
• Store Stats Tab on page 34
E S T O RE
3
} Design the eStore Administration part
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see the Parts
Guide.
1. From the Design tab, under Store Authorization, enter the store ID number.
Note: To create multiple eStores on your website, each instance requires a unique store ID number. You can
use 2 or any number from 21 to 29. To group the eStore QuickNav, eStore Categories, eStore Storefront, and
eStore Administration parts, use the same store ID number for each part. For more information, see Create
Multiple eStores on page 7.
2. Under Navigation, select web pages for links in your eStore.
Tip: You should create the web pages for the eStore before you create the parts. If you create the parts first,
you must return to the Edit Part screen after you create the web pages to select the links for your eStore.
• In the Admin Page Link field, select the web page with the eStore Administration part.
• In the Store Page Link field, select the web page with the eStore QuickNav, eStore Categories, and
eStore Storefront parts.
• In the Login Page Link field, select the web page with the User Login part.
• In the Gift Card Page Link field, select the web page where users can download gift cards.
Note: The link to a gift card page is optional and only appears in the eStore QuickNav part. If you do not use gift
cards, you can leave this field blank. You can also hide the gift card page link from the Element Visibility tab of
the eStore Administration page.
3. Click Save. You return to Parts.
Note: You configure the eStore after you place the eStore Administration part on a web page and link it to the
eStore page. You do not configure the eStore parts on the Edit Part screen as with other parts in Blackbaud
NetCommunity. Instead, you use the tabs on the eStore Administration page to configure and maintain your
eStore.
eStore Categories Part
With the eStore Categories part, website users can navigate through the categories in your eStore. The eStore
Categories part displays links to the categories. When a website user selects a category, the list of items appears
in the eStore Storefront part. Subcategories are indicated by an ellipses after a category name. The eStore
Categories part can also include a link for website users to send the URL of your eStore to friends.
4 CHAPTER 1
} Design the eStore Categories part
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see the Parts
Guide.
1. From the Design tab, under Store Authorization, enter the store ID number.
Note: To create multiple eStores on your website, each instance requires a unique store ID number. You can
use 2 or any number from 21 to 29. To group the eStore QuickNav, eStore Categories, eStore Storefront, and
eStore Administration parts, use the same store ID number for each part. For more information, see Create
Multiple eStores on page 7.
2. Under Navigation, select web pages for links in your eStore.
Tip: You should create the web pages for the eStore before you create the parts. If you create the parts first,
you must return to the Edit Part screen after you create the web pages to select the links for your eStore.
• In the Admin Page Link field, select the web page with the eStore Administration part.
• In the Store Page Link field, select the web page with the eStore QuickNav, eStore Categories, and
eStore Storefront parts.
• In the Login Page Link field, select the web page with the User Login part.
• In the Gift Card Page Link field, select the web page where users can download gift cards.
Note: The link to a gift card page is optional and only appears in the eStore QuickNav part. If you do not use gift
cards, you can leave this field blank. You can also hide the gift card page link from the Element Visibility tab of
the eStore Administration page.
3. Click Save. You return to Parts.
Note: You edit of the eStore Categories part after you link it to the eStore Administration part. On the
Categories tab of the eStore Administration page, you can manage categories and subcategories.
eStore QuickNav Part
With the eStore QuickNav part, website users can navigate the eStore, search for items in the catalog, and view a
shopping cart summary. With the links in the eStore QuickNav part, website users can return to the default
category in the eStore Storefront part, view the shopping cart and order histories, log in or log out, and contact
your organization. When a store administrator logs in, a link appears to access the eStore Administration page.
With the search field, website users can search the store catalog. With the shopping cart summary, website users
can view items in the shopping cart and click a link to check out.
E S T O RE
5
Note: The search field in the eStore QuickNav part searches only for text in an item’s display name or
description. It does not search for other product information, such as the product ID number or price.
} Design the eStore QuickNav part
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see the Parts
Guide.
1. From the Design tab, under Store Authorization, enter the store ID number.
Note: To create multiple eStores on your website, each instance requires a unique store ID number. You can
use 2 or any number from 21 to 29. To group the eStore QuickNav, eStore Categories, eStore Storefront, and
eStore Administration parts, use the same store ID number for each part. For more information, see Create
Multiple eStores on page 7.
2. Under Navigation, select web pages for links in your eStore.
Tip: You should create the web pages for the eStore before you create the parts. If you create the parts first,
you must return to the Edit Part screen after you create the web pages to select the links for the eStore.
• In the Admin Page Link field, select the web page with the eStore Administration part.
• In the Store Page Link field, select the web page with the eStore QuickNav, eStore Categories, and
eStore Storefront parts.
• In the Login Page Link field, select the web page with the User Login part.
• In the Gift Card Page Link field, select the web page where users can download gift cards.
Note: The link to a gift card page is optional and only appears in the eStore QuickNav part. If you do not use gift
cards, leave this field blank. You can also hide the gift card page link from the Element Visibility tab of the eStore
Administration page.
3. Click Save. You return to Parts.
Note: You edit the eStore QuickNav part after you link it to the eStore Administration part. On the
Configuration tab of the eStore Administration page, you can customize text and select whether to hide or
display items.
eStore Storefront Part
With the eStore Storefront part, website users can view the information in your eStore. When a user selects a
category in the eStore Categories part, the items in the category appear in the eStore Storefront part. The list of
6 CHAPTER 1
items includes product images, display names, prices, abridged item descriptions, and links to add items to the
shopping cart. To view an unabridged item description, users can click the product image, display name, or a link
under the abridged description. When users first arrive at the eStore, the eStore Storefront part displays a
default category. Users can access this default category from a link in the eStore QuickNav part.
In addition to categories, the eStore Storefront part can display search results, the shopping cart, and checkout
information.
} Design the eStore Storefront part
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see the Parts
Guide.
1. From the Design tab, under Store Authorization, enter the store ID number.
Note: To create multiple eStores on your website, each instance requires a unique store ID number. You can
use 2 or any number from 21 to 29. To group the eStore QuickNav, eStore Categories, eStore Storefront, and
eStore Administration parts, use the same store ID number for each part. For more information, see Create
Multiple eStores on page 7.
2. In the Category field, select a default category to display in the eStore Storefront part. You add categories
on the Categories tab of the eStore Administration part.
3. Under Navigation, select web pages for links in your eStore. To select a web page, click Click here to
select a page or Change. The Select a Page screen appears.
Tip: You should create the web pages for the eStore before you create the parts. If you create the parts first,
you must return to the Edit Part screen after you create the web pages to select the links for your eStore.
• In the Admin Page Link field, select the web page with the eStore Administration part.
• In the Store Page Link field, select the web page with the eStore QuickNav, eStore Categories, and
eStore Storefront parts.
E S T O RE
7
• In the Login Page Link field, select the web page with the User Login part.
• In the Gift Card Page Link field, select the web page where users can download gift cards.
Note: The link to a gift card page is optional and only appears in the eStore QuickNav part. If you do not use gift
cards, you can leave this field blank. You can also hide the gift card page link from the Element Visibility tab of
the eStore Administration page.
4. Under New User Role Assignment, select the roles to assign to new users who register through the
eStore.
5. Under Merchant Account, select the merchant account to use to process credit card transactions
received through the eStore, such as your organization’s IATS account. The system administrator sets up
merchant accounts in Administration. For more information, see the Administration Guide.
Warning: If you use Beanstream as your merchant account, you must use a two-letter country code. To edit
country codes, go to Configuration in The Raiser's Edge and select International. Open the country code and
enter two letters for the name. Then in Blackbaud NetCommunity, select that country code in System Options.
6. Click Save. You return to Parts.
Note: You edit the items that appear in the eStore Storefront part after you link it to the eStore Administration
part. On the Categories tab of the eStore Administration page, you can manage categories and subcategories.
On the Inventory tab, you can manage items in the categories.
Create Multiple eStores
You can create multiple eStores for your website. Each instance requires a unique store ID number. You can use 2
or any number from 21 to 29 as the ID. To group the eStore QuickNav, eStore Categories, eStore Storefront, and
eStore Administration parts, use the same store ID number for each part.
When users purchase items from multiple eStore, they must check out multiple times. Each eStore has separate
checkout functionality. We recommend that you design your website to avoid confusion when users access
multiple stores. You may want to include text to explain the multiple stores, such as “Thank for you visiting our
online stores. Please note we have separate stores. In some cases, you may see more than one checkout cart. If
this occurs, you must check out more than once to receive all of your items.”
Multiple stores can also impact eStore statistics. Statistics for each store appear in the statistics area. You may
want to include unique identifiers on products to indicate which store products are purchased from.
} Create multiple eStores
For information about how to create or edit pages and parts, see the Parts Guide.
1. Create two web pages for each additional eStore. One page will contain the eStore Administration part.
The other will contain the eStore Categories, eStore QuickNav, and eStore Storefront parts.
2. Create an eStore Administration part. For information about how to create this part, see eStore
Administration Part on page 2.
• In the Store Description field, enter a store ID number. You can use 2 or any number from 21 to 29.
Each eStore requires a unique store ID number, and you must the same number on all four eStore
parts.
• Under Navigation, select the hyperlinks for your eStore.
3. Add the eStore Administration part to the page you created for it.
8 CHAPTER 1
4. Preview the web page on your website. On the Categories tab, add a temporary category.
5. Create eStore Categories, eStore QuickNav, and eStore Storefront parts. For information about how to
create these part, see eStore Categories Part on page 3, eStore QuickNav Part on page 4, and eStore
Storefront Part on page 5.
• In the Store Description fields, enter the store ID number from the eStore Administration part.
• Under Navigation, select the hyperlinks for your eStore.
• For the eStore Storefront part, select the merchant account to use to process credit card
transactions.
6. After you save the eStore Storefront part, it uses the temporary category you created as its default. You
can edit the eStore Administration and eStore Storefront parts to change the default category.
7. Add the eStore Categories, eStore QuickNav, and eStore Storefront parts to the page you created for
them.
Inventory Tab
On the Inventory tab, you can manage the items in your eStore. When you select the Inventory tab, a list of
items in the eStore appears with product ID numbers, model names, prices, inventory numbers, Stock Keeping
Unit numbers, whether the items are active, and thumbnail images. To edit an item, select it in the list and click
Edit. To add an item, click Add Product at the end of the list.
On the Product Administration tabs that appear under the Inventory tab, you manage the properties for items in
the eStore.
Basic Tab
On the Basic tab, you can edit basic information such as display name, product image, price, and description for
the items in your eStore.
} Manage basic properties for an item in the eStore
1. On the eStore Administration page, select the Inventory tab. A list of the items in your eStore appears.
2. To add an item, click Add Product. To edit an item, select it and click Edit. The Product Administration
tabs appear.
3. On the Basic tab, enter properties for the item such as the display name, price, and description. For an
explanation of the options on this tab, see Basic Tab Options on page 9.
E S T O RE
4. Click Save Inventory Item. Above the tab, “Product Updated” appears.
Basic Tab Options
Screen Item Description
ID
Display
Order
Item
Number
Display
Name
Sub Heading
SKU
Add To
Category
Fund
Appeal
Product
Image
Unit Cost
Name Your
Own Price
Share Price
The program assigns an ID number to each item in the eStore. When you edit the item,
the Basic Tab displays this ID number.
Enter the order to display the item in its category. For example, to display an item first in
the list, enter “1.” If you do not enter a display order, the item appears in alphabetical
order. If you enter the same number for multiple items, they appear in alphabetical
order.
Enter a number to identify the item. You can use letters and numerals.
Enter the main heading for the item. In the eStore Storefront part, the display name acts
as a link to the product description page.
Enter a description to appear under the display name.
Enter the Stock Keeping Unit. The SKU is a unique identifier used by merchants to track
products and services.
To include the item in a category on the eStore, select a category and click Add Selected
Category. The category appears in the Current Categories field, and the item appears in
the category list in the eStore Storefront part. You can select multiple categories for an
item. To remove a category, click Remove Item From This Category. For information
about how to add categories to the eStore, see Categories Tab on page 16.
Select the fund to use when you download gift batches to The Raiser's Edge.
Select the appeal to use when you download gift batches to The Raiser's Edge.
To include an image with the item, click Add Image. In the eStore Storefront part, the
image acts as a link to the product description page. To replace an image, click Change
Image.
Enter the price for the item.
To let website users decide how much to pay, select this checkbox and enter “0” in the
Unit Cost field. In the eStore Storefront part, a field appears for users to enter the price.
Enter the price for a share of the item. For example, if your eStore includes sponsorships,
9
10 CHAPTER 1
Screen Item Description
you can allow users to pay for some portion of that sponsorship.
Enter the percentage to discount the item’s price. When you enter a discount, the unit
Discount
cost price appears in the eStore with a line through it, and the discounted price is
Percent
highlighted.
Enter the information to include on the product description page. An portion of this
also appears in the category list in the eStore Storefront part. On the Basic
Description description
tab under the Configuration tab, you can set a character length for this abbreviated
description.
a heading for a secondary description on the product description page. For
Description Enter
example,
if the item is a book, you can enter an “Author” heading and describe the
Two Label
author in the Description Two Value box.
Description Enter the secondary description for the product description page.
Two Value
Enter the item’s weight. The program uses the weight to calculate shipping costs on the
Weight
Shipping tab. If you enter “0,” the program does not calculate shipping for the item.
To include the item in the eStore, select Is Active. To suspend an item without deleting it,
Is Active
clear the checkbox. For example, you can temporarily suspend an item that is out of
stock or remove a seasonal item during its offseason.
Extended Tab
On the Extended tab, you can add links from the product description page to other items in your eStore, and you
can add testimonials to endorse the item.
} Enter testimonials and links to related items
1. On the eStore Administration page, select the Inventory tab. A list of the items in your eStore appears.
2. To add an item, click Add Product. To edit an item, select it and click Edit. The Product Administration
tabs appear.
3. Select the Extended tab.
E S T O RE
11
4. In the Products Of Interest field, enter a comma-separated list of product ID numbers for related
products. On the item’s product description page, product images, display names, and prices for the
related items appear with links to add them to the shopping cart. The images and display names act as
links to the product description pages for the related items.
5. In the Testimonial One, Testimonial Two, and Testimonial Three boxes, enter testimonials to include
with the item. On the Basic tab under the Configuration tab, you select where to display testimonials.
You can display them in the eStore QuickNav part, in a Testimonials section on the product description
page, or both.
6. Click Save Inventory Item. Above the tab, “Product Updated” appears.
Attributes Tab
On the Attributes tab, you can create attribute templates and apply them to an item. On the product description
page, the attribute appears as a drop-down menu, checkbox, or text field. For example, you can add a color
attribute as a drop-down list to allow users to select a color. In the shopping cart, attributes appear beside the
item.
You can download eStore attributes to The Raiser's Edge in gift batches, but attributes do not map directly to
existing attributes. You must create an ItemAttributes attribute in The Raiser's Edge and map it to the eStore
attributes. When you download a gift with multiple attributes, the attribute names and values appear as a single
text string in The Raiser's Edge. For example, an item with color, size, and engraving attributes in the eStore
would download to the ItemAttributes attribute as “Color: red; Size: medium; Engraving: July 4, 2008.” For more
about how to download attributes to The Raiser's Edge, see eStore Attributes on page 35.
} Add attributes to an item
1. On the eStore Administration page, select the Inventory tab. A list of the items in your eStore appears.
2. To add an item, click Add Product. To edit an item, select it and click Edit. The Product Administration
tabs appear.
3. On the Attributes tab, you can add attributes to an
12 CHAPTER 1
item or create
attribute templates. For an explanation of the options on this tab, see Attributes Tab Options on page
12.
4. To create an attribute template, click Save As Template.
5. To apply an attribute to the item, click Add Attribute To Inventory Item. Above the tab, “Attribute
added” appears, and the attribute appears in the Current Attributes for this Item grid. You can add
multiple attributes. To remove an attribute, click Delete.
Tip: You cannot delete an attribute template. You can edit its selection type, description, or selections and click
Save As Template to overwrite the existing template, but you cannot delete it. If you change a template’s name
and click Save As Template, you create a new template.
Attributes Tab Options
Screen Item
Description
Step One: Define New
Attribute
To load an attribute template, select it and click Load.
Attribute Name
Enter a name for the attribute. To save it as a template, click Save As
Template.
E S T O RE
Screen Item
13
Description
Select how to display the attribute choices in the eStore. To let users select a
single option such as color from a drop-down menu, select “Single Selection
Selection Type
List.” To let users select multiple options such as height and width from a
series of checkboxes, select “Multi-Select.” To let users enter text such as an
engraving in a text field, select “User Input.”
Enter the label to appear with the attribute field on the product description
Description
page. This is a required field.
For Single Selection List and Multi-Select attributes, enter an attribute choice
Step Two: Add Selection in the Selection Name field and the price in the Price Adjustment field, and
Values
click Add. A grid appears. Add additional attribute options as necessary. To
delete an option, click Delete in the grid.
Step Three: Add above To apply the attribute to the inventory item, click Add Attribute To
attribute to this item
Inventory Item.
E-Content Tab
On the E-Content tab, you can configure properties and enter information about items in your eStore that will be
delivered electronically.
} Manage properties for an item that is delivered electronically
1. On the eStore Administration page, select the Inventory tab. A list of the items in your eStore appears.
2. To add an item, click Add Product. To edit an item, select it and click Edit. The Product Administration
tabs appear.
3. On the E-Content tab, you enter properties such as the URL and delivery method for an item that is
delivered electronically. For an explanation of the options on this tab, see E-Content Tab Options on
page 14.
14 CHAPTER 1
4. Click Save Inventory Item. Above the tab, “Product Updated” appears.
E-Content Tab Options
Screen Item
Description
URL to Content Location
Content Label
Open in New Browser?
Enter the URL for the item.
Enter the text for a link to the URL in the URL to Content Location field.
To open the URL in a separate window, select this checkbox.
To set an expiration date on the URL, enter the number of days to maintain
the link.
To allow website users to download the item for free from the product
description page, select this checkbox.
Days to Expiration
Deliver Content In-Line?
Inventory Tab
On the Inventory tab, you can manage inventory numbers for items in your eStore.
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15
} Adjust the inventory for an item
1. On the eStore Administration page, select the Inventory tab. A list of the items in your eStore appears.
2. To add an item, click Add Product. To edit an item, select it and click Edit. The Product Administration
tabs appear.
3. Select the Inventory tab.
4. In the Add [] Items field, enter the quantity to add to your inventory and click Adjust Inventory. To
subtract from the inventory, enter a negative number.
5. Above the tab, an inventory adjustment note appears.
Items List Tab
To return to the inventory list, select the Items List tab. On the Inventory tab, a list of items in the eStore appears
with product ID numbers, model names, prices, inventory numbers, Stock Keeping Unit numbers, whether the
items are active, and thumbnail images. From this tab, you can manage items to your eStore.
Orders Tab
On the Orders tab, you can manage orders for items in your eStore. On this tab, you can search for orders and
view details, edit shipping information, and mark orders as shipped.
Note: You can also use The Raiser's Edge to mark orders as shipped. To do this, create a gift attribute called
Shipped in The Raiser's Edge to indicate whether an item was shipped. After gift batches are downloaded from
your eStore, create a query to search for all gifts that have the attributes downloaded from the eStore but do
not have the Shipped gift attribute. When you ship items, add the Shipped gift attribute in The Raiser's Edge to
indicate the shipping status.
} Manage an order
1. On the eStore Administration page, select the Orders tab.
16 CHAPTER 1
2. Under Order Administration, enter your search criteria and click Go or Find By Date. A grid appears with
any matching orders.
3. To view an order, click View. For an explanation of the details that appear, see Orders Tab Options on
page 16.
Orders Tab Options
Screen Item
Description
Administrative
Detail
This section displays the order ID number and status of the order. If the item has
been shipped, enter the date and tracking number and click Shipped.
This section displays information about the items that were ordered, including
Order Details
item number, name, quantity, price, taxes, and shipping charges.
Shipping
This section displays the shipping address and shipping method. To change the
Information
shipping address, edit the address and click Update.
Billing Information This section displays the payment method and transaction ID number.
Categories Tab
On the Categories tab, you can manage the categories in your eStore. On this tab, you can create categories to
organize items in the eStore. For example, you can create categories for books and clothing to organize related
products in your eStore. When you add a book to the eStore, you place it in the books category; when you add a
hat or T-shirt, you place it in the Clothing category. When a website user selects a category in the eStore
Categories part, a list of the items in that category appear in the eStore Storefront part.
} Add a category to the eStore
1. On the eStore Administration page, select the Categories tab. Under Product Categories, the eStore
categories appear. From this grid, you can edit and delete categories.
E S T O RE
17
2. Under Add a Category, you can enter a category name and the order for the category to appear in the
eStore Categories part. To create a subcategory, enter a category ID number from the CategoryID
column of the grid. On the eStore Categories part, a category with subcategories is displayed with an
ellipses in the category name.
If you enabled Canadian sales taxes on the Basic tab under the Configuration tab, select the combination
of Goods and Services Tax (GST), Harmonized Sales Tax (HST), and Provincial Sales Tax (PST) to apply to
items in a category. You can apply all three taxes, GST/HST only, PST only, or none of the taxes.
3. To add your category, click Insert New. The category appears in the grid. To edit it, click Edit. To delete it,
click Delete.
4. If you enabled Canadian sales taxes on the Basic tab under the Configuration tab, you can apply tax
exceptions to categories that do not pay the normal tax rate. Under Add Exception, select a category,
location, and tax category for the tax exemption. Then enter the value of the exemption.
Warning: To enter a tax rate of less than one percent, you must move the decimal point two digits to the left
because the program automatically converts numbers less than one to percentages. For example, if you enter
“0.5,” the program converts it to 50 percent. Therefore, to add a 0.5 percent tax rate, enter “0.005” so that the
program will convert it to 0.5 percent.
5. To add the tax exemption, click Insert New. The exemption appears in the grid. To edit it, click Edit. To
delete it, click Delete.
18 CHAPTER 1
Configuration Tab
On the Configuration tab, you can configure your eStore and manage store settings. When you select the
Configuration tab, the eStore Configuration tabs appears.
Basic Tab
On the Basic tab, you can enter basic store settings such as store name, character count for product
descriptions, and where to display testimonials.
} Manage basic eStore settings
1. On the eStore Administration page, select the Configuration tab. The eStore Configuration tabs appear.
2. On the Basic tab, you enter properties for the eStore such as store name, whether users can update
items in their cart, and the location of testimonials. For an explanation of the options on this tab, see
Basic Tab Options on page 19.
E S T O RE
3. Click Save. Above the tab, “Configuration Updated” appears.
Basic Tab Options
Screen Item
Description
Store Name
Product Page
Description Length
Allow Anonymous
Checkout
Allow Cart Update
Enter a store name.
Enter a character limit to abbreviate the product descriptions on the eStore
Storefront part. The complete descriptions appear on product description pages.
To allow website users to pay for items without registering with your website,
select this checkbox.
To include a text field in the Quantity column of the shopping cart for website users
to adjust the quantity for items, select this checkbox.
Number Of
ColumnsIn Menu
Enter the number of columns for the list of categories in the eStore Categories part.
19
20 CHAPTER 1
Screen Item
Description
Testimonials
Location
Select where to display testimonials. You can display them in a Testimonials section
on the product description page, under the eStore QuickNav part, or both. You
enter testimonials on the Extended tab under the Inventory tab.
Enter your Zip code to calculate shipping costs on the Shipping tab.
To calculate the Goods and Services Tax, Harmonized Sales Tax, and Provincial Sales
Tax for items sold in Canada, select Enable Canadian GST/HST and PST. On the Tax
Rates tab, the Canadian GST/HST and PST grid appears with tax information.
When you enable these Canadian sales taxes, you can create an invoice as required
by Canadian law to break down the payment of each of these sales taxes.
Ship From Zip
Enable Canadian
GST/HST and PST
RE Settings Tab
On the RE Settings tab, you can select how to create gift records in The Raiser's Edge. When you download eStore
data to The Raiser's Edge, you can create a gift record for each item purchased, for each item type, or for each
purchase.
} Manage settings to create gifts in The Raiser's Edge
1. On the eStore Administration page, select the Configuration tab. The eStore Configuration tabs appear.
2. On the RE Settings tab, select how to create gift records in The Raiser's Edge. For an explanation of the
options on this tab, see RE Settings Tab Options on page 21.
3. On the BBEC Settings tab, select how to create gift records in The Raiser's Edge. For an explanation of the
options on this tab, see RE Settings Tab Options on page 21.
E S T O RE
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4. Click Save. Above the tab, “Configuration Updated” appears.
RE Settings Tab Options
Screen Item
Description
create a gift record in The Raiser's Edge for each item a user purchases, select
Create an RE Gift for To
this
option. To allow website users to designate purchases in the eStore as
Every Item Count
tributes, you must select this option.
create a gift record in The Raiser's Edge for each type of item a user purchases,
Create an RE Gift for To
select
this option. When you select this, a single gift record is created when a user
Each Item Type
buys multiple copies of a single item type.
Create ONE RE Split
Gift
To create a split gift record in The Raiser's Edge for all the items that a user
purchases, select this option.
Synonyms Tab
On the Synonyms tab, you can customize text that appears in links, buttons, and other items in the eStore.
} Manage text for eStore links
1. On the eStore Administration page, select the Configuration tab. The eStore Configuration tabs appear.
2. On the Synonyms tab, enter text to appear in links, buttons, and other items in the eStore. An entry is
required in each field. For an explanation of the options on this tab, see Synonyms Tab Options on page
22.
22 CHAPTER 1
3. Click Save. Above the tab, “Configuration Updated” appears.
Synonyms Tab Options
Screen Item
Description
Enter text for the link in the eStore QuickNav part that displays the default category in
the eStore Storefront part. This text also appears on a button in the shopping cart. You
select the default category on the Edit Part screen for the eStore Storefront part.
Billing
Enter text for the checkout screen where users enter payment information. This text
Synonym
also appears as a link on the checkout screens.
Shipping Bio Enter text for the checkout screen where users enter collects shipping information. This
Synonym
text also appears as a link on the checkout screens.
text for the links in the eStore QuickNav part that displays the shopping cart. This
Cart Synonym Enter
text also appears in the links to add items to the shopping “cart.
Enter text for the link in the eStore QuickNav part that displays the checkout screens.
Checkout
This text also appears in a button in the shopping cart and the product description
Synonym
page. When you enter a synonym, remember that “Now” appears after the your text.
Transactions Enter text for the link in the eStore QuickNav part that displays order histories. This link
Synonym
only appears for website users who have placed orders.
Place Order
Enter text for the button to place an order on the checkout confirmation screen.
Synonym
Catalog
Synonym
E S T O RE
23
Element Visibility Tab
On the Element Visibility tab, you can select whether to include page elements in the eStore.
} Display and hide page elements
1. On the eStore Administration page, select the Configuration tab. The eStore Configuration tabs appear.
2. On the Element Visibility tab, select whether to display page elements in the eStore. For an explanation
of the options on this tab, see Element Visibility Tab Options on page 23.
3. Click Save. Above the tab, “Configuration Updated” appears.
Element Visibility Tab Options
Screen Item
Description
Allow Items With
this option to include items in the eStore catalog even when the inventory
Zero Inventory To Be Select
is
depleted.
Added To Cart?
Select this option to display item numbers on the product description page and
Show Model
catalog listings. You enter item numbers on the Basic tab under the Inventory
Number On Products in
tab.
Show Totals In Cart
Select this option to display a row in the shopping cart with the total cost.
24 CHAPTER 1
Screen Item
Description
Show Information
Table On Receipt
Screen
Show Billing
Information Table
On Receipt Screen
Select this option to include biographical information about website users on
the receipt screen.
Show Cart
Select this option to display a shopping cart summary and link in the eStore
QuickNav part.
Select this option to display a link in the eStore QuickNav part to order histories.
Select this option to display a link in the eStore QuickNav part to the gift card
page for users to download printable gift cards.
Select this option to include a tributes section on the checkout screen where
users enter billing information. In the tributes section, users can designate
tributees for items they purchase in the eStore and send the tributee a card or
email in their honor. This feature requires the Honor/Memorial Tracking
module in The Raiser's Edge You enter the text for the tributes section on the
Configurable Text tab.
Show Order History
Show Gift Card Link
Show Tributes
Section
Select this option to include billing information for website users on the receipt
screen.
Show Printed
Catalog Request
CheckBox
Select this option to include a checkbox on the checkout confirmation screen for
users to request a printed version of the eStore catalog.
Show Gift Roll Up
CheckBox
Select this option to include a checkbox and text field on the checkout
confirmation screen for users to add a donation to your General Fund when
they check out.
Select this option to hide the opt-out choice in the tributes section of the
checkout screen. When you hide the opt-out choice, users must select one of
the other options for how to receive gift cards.
Select this option to include a checkbox for users in the United Kingdom to
indicate that donations to the eStore are eligible for Gift Aid funding. This
checkbox appears on the checkout screen where users enter billing information.
When donors declare that donations are eligible for Gift Aid, your organization
can file a claim with HM Revenue & Customs to receive the taxes that donors
paid. You enter text for the Gift Aid checkbox on the Configurable Text tab.
Hide opt out option
in tribute area
Show a Gift Aid tick
box
SMTP Tab
On the SMTP tab, you can enter settings for your SMTP server. SMTP, or Simple Mail Transfer Protocol, is a
protocol used to send email messages between servers. Your SMTP settings allow you to send email messages
from your eStore.
} Manage SMTP server settings
1. On the eStore Administration page, select the Configuration tab. The eStore Configuration tabs appear.
2. On the SMTP tab, enter the settings for your SMTP server. For an explanation of the options on this tab,
see SMTP Tab Options on page 25.
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25
3. Click Save. Above the tab, “Configuration Updated” appears.
SMTP Tab Options
Screen Item
Description
SMTPServer
Address
SMTPServer
UserName
SMTPServer
Password
Enter a URL or IP address for the SMTP server. The program uses this address to map
the eStore to the SMTP server.
SMTP Port
Enter the port number to use for the connection to the SMTP server. In the TCP/IP
model, the designated port number for SMTP is 25.
Enter the time in seconds to wait before an SMTP connection times out. If the program
cannot connect to the SMTP server, it will continue to try until this timeout is exceeded.
SMTP
TimeOut
Enter a user name to authenticate the connection with the SMTP server.
Enter password to authenticate the connection with the SMTP server.
Configurable Text Tab
On the Configurable Text tab, you can edit text that appears on pages and fields in your eStore, as well as in email
messages website users create when they send pages to friends.
} Enter text for field labels and messages
1. On the eStore Administration page, select the Configuration tab. The eStore Configuration tabs appear.
2. On the Configurable Text tab, enter text for various areas of the eStore. For an explanation of the options
on this tab, see Configurable Text Tab Options on page 26.
26 CHAPTER 1
3. Click Save. Above the tab, “Configuration Updated” appears.
Configurable Text Tab Options
Screen Item
Description
How Did You
Hear About Us
Topics
Require “How
Did You Hear
About Us?
Send This Page
To A Friend
Subject
Send This Page
To A Friend Body
Thank You Page
Header
Thank You Page
Text
Enter a comma-separated list of choices for website users to select how they heard
about your organization. The choices appear in a drop-down menu of a field on the
checkout screen where users enter shipping information.
Tribute Section
Header
Enter the heading for the tribute section on the checkout screen where users enter
billing information. To include the tribute section, you select Show Tributes Section
on the Element Visibility tab.
Enter the message to include at the top of the tribute section on the checkout
Tribute Section
To require that users select an option in the How did you hear about us field when
they check out, select this checkbox.
Enter the subject for email messages that website users create when they click the
link in the eStore Categories part to send URLs to friends.
Enter the default email message that website users create when they click the link in
the eStore Categories part to send URLs to friends.
Enter the heading for the receipt/thank you page.
Enter a message to appear on the receipt/thank you page.
E S T O RE
Screen Item
Description
Text
Order Review
Message
screen.
Enter a message to appear before the order details on the checkout confirmation
screen.
Enter text for the checkbox and text field that solicit donations to the General Fund
when website users check out. This text appears on the checkout confirmation
screen only when you select Show Gift Roll Up Section on the Element Visibility tab.
Enter a label for the first login option that appears when unknown website users try
to check out. Users select this option to create user IDs before they check out.
Roll Up Caption
New User Login
Screen Prompt
Existing User
Login Screen
Prompt
Bypass
Registration
Screen Prompt
How Did You
Hear Label
Tribute Opt Out
Text
Tribute Mail
Card To Me
Tribute Email
Card Text
Tribute Mail
Card On Behalf
Text
Gift Aid, text
above tick box
27
Enter a label for the second login option for unknown website users. Users select this
option to log in with existing credentials and continue.
Enter a label for the third login option for unknown website users. Users select this
option to check out without registering or logging in. This only appears if you select
Allow Anonymous CheckOut on the Basic tab under the Configuration tab.
Enter a label for the field on the checkout screen where website users can select how
they heard about your organization.
Enter a label for the first tribute option on the checkout screen. When users selects
this option, eStore purchases are not associated with tributes.
Enter a label for the second tribute option. When users select this option, they
receive gift cards for tributees at their shipping address on the checkout screen.
Enter a label for the third tribute option. When users select this option, you email gift
cards to the tributees. Users can include personal messages for the gift cards.
Enter a label for the fourth tribute option. When users select this option, you mail
gift cards to the tributees. Users can include personal messages for the gift cards.
Enter text to appear above the Gift Aid checkbox on the checkout screen.
Enter a label for the Gift Aid checkbox on the checkout screen. This checkbox allows
Gift Aid, text
to declare donations to the eStore are eligible for Gift Aid. To include the
next to checkbox users
checkbox, select Show Gift Aid tick box on the Element Visibility tab.
Gift Aid, text
Enter text to appear below the Gift Aid checkbox on the checkout screen.
below tick box
Search Catalog
Enter the label for the text field in the eStore QuickNav part where users can enter
box text
criteria to search for items in the eStore.
Email Tab
On the Email tab, you can configure email settings for notifications and for messages from eStore users who want
to contact you.
} Manage email settings
1. On the eStore Administration page, select the Configuration tab. The eStore Configuration tabs appear.
2. On the Email tab, enter email settings for notifications and messages from eStore users. For an
explanation of the options on this tab, see Email Tab Options on page 28.
28 CHAPTER 1
3. Click Save. Above the tab, “Configuration Updated” appears.
Email Tab Options
Screen Item Description
Send
Purchase
Notification
To
Contact
Email
Contact
Subject
Receipt
Email
Subject
Enter the email address that receives notifications when orders are completed. To make sure the
program can use an email address, click Test.
Enter an email address that receives contact messages when website users click the link in the
eStore QuickNav part to contact your organization.
Enter the subject for email messages that website users create when they click the link in the
eStore QuickNav part to contact your organization.
Enter the subject for receipt email messages that users receive when they purchase items in the
eStore.
Enter the receipt email message that website users receive when they purchase items in the
eStore. You can insert tokens to populate data specific to the shopping cart transaction. Refer to
the following token information for details about the data that appears when you include the
token in your email.
CART - Inserts cart data. This includes the item number, item name, quantity, price, and total
Receipt
Email Body price.
CHARGEAMT - Inserts the total charge.
Text or
HTML
CHARGEDATE - Inserts the charge date.
SUBCHARGES - Inserts the applicable subcharge data for the transaction. This may include the tax,
GST/HST Canadian tax, PST Canadian tax, or shipping charges.
DOWNLOADURL - Inserts a download link and electronic content instructions.
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29
Screen Item Description
Warning: To include any images or hyperlinks in the body of your email message, you must use
absolute paths. If you use relative paths, a red “x” appears in place of images and the links are
broken
Tax Rates Tab
On the Tax Rates tab, you can enter tax rates for states and provinces to determine the tax rates to charge for
items you sell in your eStore.
} Add a tax rate
1. On the eStore Administration page, select the Tax Rates tab.
2. Under Add a Tax Rate, enter the tax rate as a percentage and select a state or province. To create a tax
rate for a specific Zip code, enter a Zip code.
Warning: To enter a tax rate of less than one percent, you must move the decimal point two digits to the left
because the program automatically converts numbers less than one to percentages. For example, if you enter
“0.5,” the program converts it to 50 percent. Therefore, to add a 0.5 percent tax rate, enter “0.005” so that the
program will convert it to 0.5 percent.
3. Click Insert New. The tax rate entry appears in the Tax Rates grid.
Note: If you select Enable Canadian GST/HST and PST on the Basic tab under the Configuration tab, the
Canadian GST/HST and PST grid appears on the Tax Rates tab. This grid includes data to calculate the Goods
and Services Tax, Harmonized Sales Tax, and Provincial Sales Tax for items sold in Canada and allows you to
create an invoice as required by Canadian law to break down the payment of each of these sales taxes. To edit
an entry in the grid, click Edit. To add an entry, enter tax information in the section below the grid and click
Insert New.
30 CHAPTER 1
Shipping Tab
On the Shipping tab, you can create categories to set shipping rates for items in your eStore. The shipping
categories appear under Shipping Options on the checkout confirmation screen.
} Manage shipping rates
1. On the eStore Administration page, select the Shipping tab.
2. In the Service field, enter the name for the shipping category.
3. In the Dollars Per Pound field, enter the rate to charge for items in the category. To calculate the
shipping cost, this rate is multiplied by the item’s weight on the Basic tab under the Inventory tab.
4. Click Insert New. The shipping category appears under Shipping Calculator.
Tip: To set shipping prices by item type instead of weight, you can enter the total price to charge in the Dollars
Per Pound field and set the weight to “1” for items in the category. For example, to charge $2 shipping for all
books, create a Books category and enter “2” in the Dollars Per Pound field. When you add books to the
eStore, enter “1” in the Weight field on the Basic tab under the Inventory tab.
Roles Tab
On the Roles tab, you can provide discounts to website users who belong to user roles. For example, you can
give users in a Staff Members role a 10 percent discount on items in the eStore.
} Add a discount for a user role
1. On the eStore Administration page, select the Roles tab.
E S T O RE
31
2. Under Add Role Discount, select a user role and enter the discount percentage.
3. Click Insert New. The discount appears under Role Based Discounts.
Site Logs Tab
On the Site Logs tab, you can view a list of the actions that occur in the eStore. The Site Logs tab records actions
by website users and system administrators in the eStore. It displays actions such as viewing items in the catalog,
adding items to a shopping cart, and updating inventory in eStore Administration.
} View site logs
1. On the eStore Administration page, select the Site Logs tab.
32 CHAPTER 1
2. The Site Logs grid displays each event in the eStore, along with a user name, description, item ID
number, and the date and time.
3. You can clear the entries in the Site Logs grid, but this will delete information necessary for certain
reports.
• To clear the grid, click Delete All.
• To delete events before a certain date, enter a date and click Delete All Before.
Error Logs Tab
On the Error Logs tab, you can view a list of errors that occur in the eStore. You can use the Error Logs tab to
identify and resolve any problems that affect your eStore. However, not all errors are a cause for concern; some
entries in the error log have little impact on the eStore.
} View error logs
1. On the eStore Administration page, select the Error Logs tab.
E S T O RE
33
2. The Error Logs grid displays each error in the eStore, along with a user name, error message, item ID
number, and the date and time.
3. You can clear the entries in the Error Logs grid as necessary.
• To clear the grid, click Delete All.
• To delete events before a certain date, enter a date and click Delete All Before.
• To delete a single entry, select it and click Delete.
Transactions Tab
On the Transactions tab, you view information about transactions in The Raiser's Edge. You can filter the grid to
view all transactions or to view only those transactions that are not processed
} View transactions
1. On the eStore Administration page, select the Transactions tab.
34 CHAPTER 1
2. The grid displays each eStore transaction downloaded to The Raiser's Edge, along with the XML object
data, whether the transaction is deleted, gift amount, and last name of the user.
Store Stats Tab
On the Store Stats tab, you can view basic statistics about your eStore based on the information on the Site Logs
tab. This tab displays the total revenue, most popular items, orders for the past six months, and how often items
were viewed or added to shopping carts. You can perform more extensive reporting on eStore statistics through
The Raiser's Edge.
} View eStore statistics
1. On the eStore Administration page, select the Store Stats tab.
E S T O RE
35
2. The Store Stats tab displays statistics about the items in the eStore. For an explanation of the items on
this tab, see Store Stats Tab Options on page 35.
Store Stats Tab Options
Screen Item
Description
All Orders
Top Products
Orders by month,
last 6 months
What was viewed
What was added to
basket
This section displays the total revenue for the eStore.
This section displays the revenue and number of orders for the best-selling items.
This section displays the revenue and number of orders for the past six months.
This section displays a list of items and how often they were viewed.
This section displays a list of times items and how often they were added to
shopping carts.
eStore Attributes
To download gift batches from the eStore, you must first create gift attributes in The Raiser's Edge. When you
download gift batches, the information in the eStore is mapped to the attributes in The Raiser's Edge. For
example, if a website user purchases an item that includes item attributes in your eStore, those attributes are
downloaded as a text string to the ItemAttributes attribute.
Gift Attributes
Description
NCCS_ProductID
The ID number to identify a product in the eStore.
36 CHAPTER 1
Gift Attributes
Description
The number you enter for the item on the Basic tab under the Inventory
tab on the eStore Administration page. This can include letters and
numerals.
NCCS_Quantity
The quantity purchased for a particular item.
NCCS_ItemDescription
The description of an item.
NCCS_ItemPrice
The price of an item.
The eStore ID number. For multiple eStores, each instance requires a
NCCS_StoreID
unique ID. For information about multiple eStores, see Create Multiple
eStores on page 7.
NCCS_SendCatalog
A website user’s selection in the checkbox to request a catalog.
A website user’s selection in the field that asks how users heard about your
NCCS_HowDidYouHear
organization.
A text string that combines any information about an item that is added
NCCS_ItemAttributes
through the Attributes tab under the Inventory tab on the eStore
Administration page.
NCCS_AcknowledgeEmail A tributee’s email address if you use the Honor/Memorial Tracking module.
NCCS_TributeType
The tribute type if you use the Honor/Memorial Tracking module.
mailing instructions if you use the Honor/Memorial Tracking
NCCS_MailingInstructions Tribute
module.
NCCS_TributeFullName
A tributee’s name if you use the Honor/Memorial Tracking module.
NCCS_ShippingFullName The full name associated with the shipping address.
NCCS_ShippingAddress
The street address in the shipping address.
NCCS_ShippingCity
The city in the shipping address.
NCCS_ShippingState
The state in the shipping address.
NCCS_ShippingPostalCode The Zip code in the shipping address.
NCCS_ShippingCountry
The country in the shipping address.
personal message a user enters if you use the Honor/Memorial
NCCS_PersonalMessage The
Tracking module.
NCCS_ItemNumber
Index
A
administration
categories
attributes
R
16
35
16
18
18
25
23
27
20
24
21
E
error logs tab
32
I
inventory tab
attributes
basic settings
e-content
extended settings
inventory
8
11
8
13
10
14
shipping tab
site logs tab
store administration
configuration
design
error logs
inventory
orders
roles
shipping
site logs
store statistics
tax rates
transactions
store catalog
design
store main
design
store quicknav
design
store stats tab
15
30
31
2
18
3
32
8
15
30
30
31
34
29
33
3
4
5
6
4
5
34
T
tax rates tab
transactions tab
O
orders tab
20
30
S
C
categories tab
configuration tab
basic settings
configurable text
element visibility
email settings
RE settings
SMTP server settings
synonyms
Raiser’s Edge settings
roles tab
29
33
38 INDEX