PrintNow Onboarding Plan
Technical and strategic guidance on setting up and using Marketing Hub
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Get ready to achieve your web-to-print goals
This is a sample plan to help you understand what you can expect from the PrintNow Professional Onboarding service. Typically, our customers complete onboarding within 3 months — some do it even faster — and we focus on helping you reach your primary goals.
Since onboarding is dependent on your goals, we’ll structure onboarding and prioritize objectives to your needs. In this sample plan, we focus on covering the primary areas of web-to-print design and development.
PrintNow Onboarding Overview
PrintNow Onboarding is designed for new customers using the PrintNow software for the first time. Our customers enjoy our assistance advising on product setup, best practices around rapid deployments and site development, as well as help creating automation and integrations. With PrintNow Onboarding, we’re here to help you create a more sophisticated and personalized web-to-print approach in the PrintNow software.
Getting Started
To set you up for web-to-print success, we’ll start your journey on understanding the fundamentals of PrintNow. PrintNow is a big platform with many tools, and to get the most value out of them; you’ll need to understand the foundations and how the tools work together. Along with helping you understand the PrintNow fundamentals, we’ll first guide you with setup tasks, including:
Create your staff accounts
Set up the general default settings of your initial Print Store
Connect system mail account for sending email notifications
Customize your order status types and map email templates
Configure your shipping methods & live rates calculations
Input merchant credentials for credit card transactions
Import manual tax rates or configure taxjar.com partner integration
Map your custom domains and SSL certificates
Consider 3rd party integrations
Phase 1: Kickoff Goal Setting
What we'll cover:
Will you be focused on deploying B2C or B2B initially?
Do you have any links to share that closely match your goals?
What categories and types of products will you be offering?
Do you have a sitemap you can share for all the required pages?
Do you have design, data entry, & HTML/CSS resources in place?
Who are the team members and what are there roles?
What we’ll guide you on:How to create your first sitemap to streamline the process
What content you will need to gather looking forward
Helping you understand the PrintNow fundamentals
What we’ll guide you on:
Phase 2: Product Development
What we'll cover:
Unique category landing page (product browser or calculator)
Configure categories for organizing your products
Configure category tags for dynamic category pages
Review of the product list and search panel
Product detail configurations
Adding new products manually or utilizing the bulk method
Adobe InDesign for IDML export
Attaching template data (IDML, .printnow format) to product data
Using the Print Editor in admin mode template setup
Using the Item Manager data view for additional template setup
What we’ll guide you on:Setting up static add-to-cart items
Setting up custom upload configurations
Setting up Print Editor templates
What we’ll guide you on:
Phase 3: Product Pricing
What we'll cover:
Creating a base price table to map to categories and products
The general information tab to define base options
Adding quantities and price breaks
Setting up colors (printed sides)
Configure standard sizes for uploads and template products
Configure custom sizing for custom size products
Turnarounds for estimated date & time production completion
Custom order option groups and item selection
Using smart option triggers to hide and show selections
Updating base and order option pricing in excel
What we’ll guide you on:Setting up pricing for static add-to-cart items
Setting up pricing for custom upload configurations
Setting up pricing for Print Editor templates
What we’ll guide you on:
Phase 4: Theme Development
What we'll cover:
Creating FTP accounts for modifying themes externally
Site themes editor built in PrintNow for site updates
Print Store theme structure & included source templates
Bootstrap open source toolkit for developing HTML, CSS, and JS
Modifying included theme or purchasing HTML themes to integrate
What we’ll guide you on:Tools and processes front-end developers use that may help you
Tips on previewing your site updates
What we’ll guide you on:
Phase 5: Content Management
What we'll cover:
The built-in content editor tool in both design view & code view
Main content types (pages, category, product, & tag)
Creating extended content for custom data placeholders
Using HTML Snippets for data that gets repeated
Master & page template variables for dynamic content data
Publishing a blog in PrintNow with custom categories & tags
Custom email template content for all ongoing email notifications
Checkout styles and content settings
Print Editor styles and content settings
Site translations to change any default text in PrintNow
What we’ll guide you on:Being aware of the content types and how to work with them
Making content updates and previewing them on the front-end
What we’ll guide you on:
Phase 6: Managing Users & Orders
What we'll cover:
The built-in CRM tools to manage each site user activities
Creating staff accounts for users accessing Unified Admin
Organizations & User Groups for custom site user experiences
Bulk exporting and importing site user data in PrintNow
The order dashboard & tools to manually process orders
What we’ll guide you on:Connecting to the order directory via FTP
Reviewing partner integrations that expose user & order data
What we’ll guide you on:
Completion
As we approach the completion of your onboarding, we'll work with you to determine what your next goals will be after onboarding. You’ll be transitioned to a PrintNow customer success manager who will be there to ensure you’re thriving in PrintNow. If you’re looking for more hands-on strategic or technical consulting help after onboarding, you can check out our Professional Services.
Talk to Sales
Have a question? Want to learn more? Book a meeting with a PrintNow sales rep to make sure you’ve got everything you need to be successful with PrintNow.
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