Need input on upcoming Ubercart guide

4 replies [Last post]
Joined: 10/20/2007
Juice: 483

We've had more customers who are new users to Drupal + Ubercart (and e-commerce in general) than we expected, which is great, but presents its own support challenges. In response, hot on the heels of our just-released basics guide, we're creating an Ubercart guide that picks up after you've done some initial setup and entered products, and focusing on getting the same kind of look and feel as you see in our theme examples.

We're going to be licensing the Ubercart chapter of Using Drupal to provide to all our Ubercart theme customers, which goes through all that fun store setup, product creation, attributes, etc. so this is the improving-customer-experience-and-making-it-pretty side.

So far a rough outline looks like this:

- Additional modules you probably want (CCK, Views, Pathauto, Google Analytics)
- Adding a store help page
- Changing catalog to grid display and customizing those settings
- Enabling Ubercart blocks
- Ideas for optimizing images (increasing product image size, square cropping, consistent backgrounds)
- Fine tuning customer checkout process -- should you send people to /cart? Have the quantity field turned on? Do they really need to see SKU on grid?
- Using multiple taxonomies (internal for organization/featuring products vs. customer-facing categories), plus helpers like Taxonomy Menu, using Views with Taxonomy for product blocks
- Creating static blocks, like for a free shipping promotion or return policy reassurance on your /cart page
- Highlighting key buttons (we do this on our themes already, but it's a good way to introduce adding your own CSS snippets)
- Doing reviews with Fivestar
- Other useful add-ons (UC Ajax stuff, FAQ module, Simplenews, related content, Service Links, Forward)

Feedback? Anything else you'd really like to see? Common issues?

This is all based on stuff we've already run into here on the forums, on IRC, and of course from customer emails. It will focus on D6/UC2.

(Sorry if this doesn't belong in the support forum, feel free to move -- just wanted it to be where people needing support would find it) Smiling

Joined: 10/20/2007
Juice: 483

Anyone? It's half written so this is your last chance Eye-wink

Joined: 08/07/2007
Juice: 15046

I didn't see anything about getting payment setup. I know it's different for everyone, so that may prove difficult... but maybe even just walking through setting up the Credit Card module / encryption settings and using the Test Gateway for running through test checkouts. From there it's fairly simple to plug in a more specific gateway module. I wrote a tutorial on this, but it doesn't quite cover encryption settings setup - that still trips people up.

Joined: 10/20/2007
Juice: 483
Ryan wrote:

I didn't see anything about getting payment setup. I know it's different for everyone, so that may prove difficult... but maybe even just walking through setting up the Credit Card module / encryption settings and using the Test Gateway for running through test checkouts. From there it's fairly simple to plug in a more specific gateway module. I wrote a tutorial on this, but it doesn't quite cover encryption settings setup - that still trips people up.

Thanks Ryan. I'm afraid we're woefully unqualified to write such a thing, and I think that would belong more with more of a functional setup guide, rather than visual/workflow/usability stuff. But since we're covering the meta level of accepting payments on your site, I'll see if we can get in something about the test gateway.

Joined: 10/20/2007
Juice: 483

We've got a draft of this done, just doing some final proofreading.

If anyone would like a copy of the draft (especially if you've got a good eye for details/typos Smiling), PM me!