WordCamp Denver 2018

1. INTRO TO
WOOCOMMERCE
WCDENVER 2018
@jamieschmid @sitelock

2. JAMIE SCHMID SITELOCK @jamieschmid 2
SiteLock Community Evangelist
WP Designer & Developer | Content Enthusiast
from Portland, OR
HI! I’M JAMIE SCHMID
@jamieschmid

3. JAMIE SCHMID SITELOCK @jamieschmid
PLAN
Logistics & Website Planning
3

4. REQUIREMENTS02
POS, Drop Ship, Billing or
Accounting Software Integrations
03 PAYMENT PROCESSING
PayPal, Stripe, PCI Compliance
01 YOUR PRODUCTS
Type of products & their attributes:
variations, size, weight, categories,
images or other assets
PLAN YOUR SITE
SHIPPING & TAX04
Shipping Companies, Rates, Packaging
SITEMAP05
Including Non-Product Pages and
Sections
4JAMIE SCHMID SITELOCK @jamieschmid

5. WHY SO MUCH PLANNING?
• First-time ecommerce site owners, and even people
coming from managed Ecommerce services like Shopify
& Etsy will underestimate the amount of work involved.
• Helps you more accurately scope project
• Gives client a better understanding of the work on
their end
• Find issues & requirements early
• Forces/Helps client to figure out their business processes
(this is a service your company provides! Selling point!)

6. YOUR PRODUCTS
PLAN
Attributes/Variations
Your product options:
Colors, Sizes, Custom Text;
Size and Weight, Price Variations
Type of Products
Digital, Physical, Drop-ship;
Shirt, Mug, Blanket, Hat
Assets
What they are, and how you will
produce them:
Images, PDFs, Video
PRODUCT
SPREADSHEET
Create a shared Google Sheets template
for the client to fill out

7. REQUIREMENTS
PLAN
Existing Content
Migrations: Are the products
currently in another system and will
need to be exported/imported?
Formats: CSV, XML, …manual?
Integrations
Existing or planned third-party
services site needs to integrate with:
PoS, Billing, Tax, Shipping

8. PAYMENT PROCESSING
PLAN
Company
PayPal, Stripe, Square, Authorize.Net?
Requirements
Off-site payment OK? Take credit
cards, Check/CoD, PayPal, other?
Need to process on-site??
PCI Compliance
Complex third party certification that
your payment process is secure

9. SHIPPING & TAX
PLAN
Options & Integrations
International? USPS, FedEx, UPS?
Drop-ship, Invoicing integration
Map the Full Shipping Process
What will the owner’s full process be
for shipping: map it start to finish
Calculate Costs
This part is more complex than it
seems!! 1, 2, 3 items? Surcharges?
Free add-on’s? Flat-rate?

10. SITEMAP
PLAN
Product Categories
(An attribute is typically not a
category)
Map out all Pages and Sections
Terms & Conditions, Return Policy,
Sizing Chart, About Me, Contact
Navigation

11. JAMIE SCHMID SITELOCK @jamieschmid
BUILD
Configuring WooCommerce, Adding
Functionality & Integrations
11

12. THE WOOCOMMERCE WIZARD
GUIDES YOU THROUGH SOME
BASIC STORE SETUP:
• CREATES SHOP PAGES (SHOP, CART,
CHECKOUT, MY ACCOUNT)
• DEFINES LOCALE (BUSINESS ORIGIN,
CURRENCY, UNITS)
• SETS UP TAX*
• IDENTIFIES PAYMENT PROCESSOR*
All these things can still be set manually
in the config area!

13. JAMIE SCHMID SITELOCK @jamieschmid
DEMO!
13

14. • A way to group products
for sort and filter
• Set attributes globally or
at individual product level
• Allow variations on a
product, with control over
prices, stock, image and
more for each variation.:
• Basically a category. But
not a category.
PRODUCT ATTRIBUTES

15. • It can get super complex.
• Set shipping classes to apply to
product groups
• Depending on complexity of
shipping needs, you may need to
extend Woo
• Shipping Tables plugin is a standard
for most sites who don’t use flat
rate.
• Jetpack offers live shipping rates
and printing
• This Bigcommerce Guide to
Shipping for Small Business is great
SHIPPING ZONES
& CLASSES

16. • It can get super complex.
• Jetpack offers TaxJar calculator
that automates taxes & filing
• I am not a lawyer and probably
neither are you. Recommend
consulting with a tax professional
or an accountant on their best
options, plus any applicable laws
to their state, country or business.
TAXES AND TAX CLASSES!

17. • Take transactions off of your site
and onto a third party
• Otherwise you must go through PCI
Compliance, which can be costly
and a lot of work
• Choose based on existing merchant
account, deposit, integration needs,
types of payments offered, and cost
of transactions and services.
• Do your research
PAYMENT
GATEWAY

18. JAMIE SCHMID SITELOCK @jamieschmid
DESIGN
(or Pick) a Theme Based on Your
Content and Functionality Needs
18

19. BUT WOOCOMMERCE-ENABLED
THEMES CAN DO EXTRA STUFF!
• Declare WooCommerce support
in your theme to create WC
overrides to content, layout and
functionality.
• “Reviews” instead of comments
• Custom product views and
widgets
WOOCOMMERCE WORKS WITH ANY THEME!
• WC templates render inside the content, so product layouts
will work on all themes
• Automatically enables Lightbox and Zoom

20. STOREFRONT
• Built by WooCommerce
• Based on Underscores
• Supports all WooCommerce updates
immediately
• Ecommerce-focused homepage
• So many widgets: filter, category list, search,
recently viewed products +
• Accessibility guidelines for store functionality
• Lots of child themes available
The (Free) Official WooCommerce Theme

21. JAMIE SCHMID SITELOCK @jamieschmid
PLUGINS
Add & Configure Third-Party
Extensions
21

22. WOOCOMMERCE
EXTENSIONS SHOP
•Searchable WooCommerce
extensions repo
•WooCommerce and Third-Party
•Free and paid
•Vast selection grouped by
category

23. JAMIE SCHMID SITELOCK @jamieschmid
ADD
PRODUCTS
23

24. USES BASIC EDITOR
ADDS SOME OTHER STUFF:
EDIT PRODUCT PAGE
• Product Type
• Price & tax level
• Inventory
• Shipping specifications
• Linked Products
• Attributes & Variations
• Gallery

25. JAMIE SCHMID
SiteLock Community Evangelist
WP Designer & Developer | Content Enthusiast
Portland, OR
THANK YOU!
@jamieschmid