The document covers a comprehensive workshop on installing, setting up, and selling with WooCommerce, including demos on key features and settings. It emphasizes the importance of proper hosting, project management, and testing during development and maintenance phases. Additionally, it provides detailed instructions for product publishing, checkout testing, and customization options.

1. WooCommerce Workshop
INSTALL. SET UP. PUBLISH. SELL.
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Rodolfo Melogli, WC Developer

2. WooCommerce Workshop
INSTALL. SET UP. PUBLISH. SELL.
2
1. Introduction: Things You Should Know
Before Installing WC
2. DEMO: How to Install WC
3. DEMO: Walk-Through of the Most
Important Settings & Payment Gateways
4. DEMO: How to Publish Your Products &
Test Checkout
5. WooCommerce A.M.A. & Intro to
Customisation

3. PART #1
Introduction
THINGS YOU SHOULD KNOW BEFORE INSTALLING WC
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4. Introduction
THINGS YOU SHOULD KNOW BEFORE INSTALLING WC
4
1. Hosting Requirements
2. Project Management
3. Compatible WP Themes
4. “WC Wizard” vs WC Settings
5. Product Photography & Content
6. Testing
7. Troubleshooting / System Status
8. Launch & Maintenance

5. Hosting Requirements
5
● Always remember WC is a WP plugin - it
depends on it
● https://wordpress.org/about/requirement
s: Linux, PHP, MySQL, HTTPS
● Capacity? Unlimited products:
https://businessbloomer.com/many-pro
ducts-can-woocommerce-handle
● Fast if server fast / optimised
● Slow if poorly set up / WP “conflicts”

6. Project Management
6
● NEVER install WC on a live WP site -
ideally use a “staging” or “development”
environment
● Only move to “production” after testing
● Same applies to website maintenance
after launch: NEVER update WP/WC
unless you’ve tested on staging first
● A missing “;” in the PHP code will send
your website down

7. Compatible WP Themes
7
● Spoiler Alert: compatible with all themes
● WordPress Themes
● WooCommerce-ready Themes
● WooCommerce Themes
● Free
● Premium
● Importance of Theme’s Dev & Support
Teams

8. 8
“WC
Wizard” vs
WC Settings

9. Product Photography & Content
9
● Totally underestimated
● Biggest responsible of “going live” delays
● To optimise your project management,
content should be available and signed off
BEFORE you work on draft #1 (contract
should clearly highlight this)
● White background, square, 1000px
● Title, price, short desc, long desc,
category, main image, image gallery

10. Testing
10
● Essential: Checkout = $$$
● During “development” and “production”
stages
● Website can go down without doing
anything:
○ WordPress auto-update
○ SSL expiry
○ Plugin/Theme bug or conflict

11. Troubleshooting
11
● Act fast
● Have to be good at guessing (keep a
changelog) to be more efficient during
troubleshooting
● 70% of the time is an out of date (or
unreliable) plugin/theme
● WC System Status; WP Debug
● White Screen vs Frozen/Spinning vs
Broken Layout (PHP - JS - CSS)

12. Launch & Maintenance
12
● You could start selling in 15 mins...
● HOWEVER, you could break the site in one
second
● How much “downtime” can the website
owner afford?
● Maintenance “packages”: daily / weekly /
monthly, yearly performance review
(small vs big business)

13. END of PART #1
QUESTIONS?
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14. PART #2
Demo
HOW TO INSTALL WC
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15. Demo
HOW TO INSTALL WC
15
1. WordPress Dashboard
2. Plugins / Add New / Search:
WooCommerce
3. Install
4. Activate
5. Skip Wizard
6. New WP Pages
7. Settings (part #3)

16. WordPress Dashboard
16
● yoursite.com/wp-admin
● Install “WPS Hide Login” to rename
“wp-admin” & reduce bot attacks:
https://wordpress.org/plugins/wps-hide
-login
● Hopefully not using “admin” and
“password” as credentials :)
● “Administrator” capabilities required!

17. 17
Plugins /
Add New /
Search /
Install /
Activate

18. 18
Skip “WC
Wizard”

19. 19
New WP
Pages
Cart
Checkout
My Account
Shop

20. END of PART #2
QUESTIONS?
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21. PART #3
Demo
WALK-THROUGH OF THE MOST IMPORTANT SETTINGS
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22. Demo
WALK-THROUGH OF THE MOST IMPORTANT SETTINGS
22
1. General
2. Products
3. Tax
4. Shipping
5. Checkout
6. Account
7. Emails
8. Appearance > “Customize”

23. “General”
23
● Address: for tax, shipping calculations
● Selling locations: all / specific
● Shipping: disable / all / specific
● Geolocation?
● Tax: disable / enable
● Pick your Currency
(https://businessbloomer.com/charge-cu
stomers-currency)

24. “Products”
24
● General
○ “Add to Cart” behaviour
○ Units & Reviews
● Inventory
○ “Hold stock”
○ Visibility & Format
● Downloadable Products

25. “Tax”
25
● Taxt Options
○ Prices incl. or excl. tax
○ Address for tax calculations
○ Shipping tax?
○ Display
● Standard Rates
○ by country/state/zip etc.

26. “Shipping”
26
● Shipping Zones
○ Shipping Zone = set of locations with
SAME shipping methods e.g. IE&NI
○ Shipping Methods
■ Flat Rate e.g. €5/order
■ Free Shipping (“above €100”)
■ Local Pickup (collect in store)

27. “Shipping” (cont.)
27
● Shipping Options
○ Calculations Options
○ Checkout: separate Billing/Shipping
sections?
○ Debug mode - useful for
troubleshooting shipping zone rates @
Cart/Checkout

28. “Shipping” (cont.)
28
● Shipping Classes
○ If assigned to specific products, will
define product-specific rates
○ E.g. “heavy”: higher flat rate
○ E.g. “free” shipping class: certain
products are always free to ship
https://businessbloomer.com/assign-f
ree-shipping-single-woocommerce-p
roduct

29. “Checkout”
29
● Checkout Options
○ Coupons?
○ Guest vs Login/Registration Required
○ T&C Page!
○ Payment Gateways summary
■ Offline e.g. Bank Transfer
■ Online e.g. PayPal

30. “Checkout” (cont.)
30
● BACS = Bank Transfer
● Check = Cheque Payments
● COD = Cash on Delivery
● PayPal
● (Stripe) Free Official Plugin:
https://woocommerce.com/products/stri
pe/
● (Others) Payment Gateway Plugins

31. “Checkout” (cont.)
31
● Bank Transfer
○ Offline payment i.e. manual
○ Will mark order as “On Hold”
○ Store admin will need to manually
complete the order (WC > Orders >
“tick”) once money arrives...
○ Not recommended e.g. does Amazon
accept bank transfers?

32. “Checkout” (cont.)
32
● Cheque
○ Offline payment i.e. manual
○ Will mark order as “On Hold”
○ Store admin will need to manually
complete the order (WC > Orders >
“tick”) once cheque lodged...
○ Not recommended e.g. does Amazon
accept cheques?

33. “Checkout” (cont.)
33
● Cash on Delivery
○ Offline payment i.e. manual
○ Will mark order as “On Hold”
○ Store admin will need to manually
complete the order (WC > Orders >
“tick”) once order is paid @ door...
○ Not recommended e.g. does Amazon
accept COD?

34. “Checkout” (cont.)
34
● PayPal
○ Online payment i.e. automatic
○ Will mark order as “Processing”
○ Get paid immediately (PP servers)
○ Only need to enter PayPal email
○ IPN / API settings overview
○ PayPal standard / lift limits

35. “Checkout” (cont.)
35
● Stripe
○ Online payment i.e. automatic
○ Will mark order as “Processing”
○ Get paid immediately (on site)
○ Only need to enter Stripe Live keys
○ Don’t enable “Stripe checkout”
○ Great combo together with PayPal

36. “Checkout” (cont.)
36
● Other Payment Gateways
○ Might decide to get a more robust bank
“merchant account” e.g.
Realex/Elavon/Sage/BOI/AIB etc.
○ Find official WC plugin (might be
premium)
○ Install, enter API keys - good to go!

37. “Accounts”
37
● Customer Registration
○ Checkout
○ My Account?
● Login/Password
○ Save time
● Account “Endpoints” = “My Account”
page customer “tabs”. Delete to disable

38. “Emails”
38
● Admin Notifications
○ new order
○ cancelled & failed order
● Customer Notifications
○ processing vs completed
○ refunded & account management
● Default email template

39. “Emails” (cont.)
39
● Single Email Notification
○ enable/disable
○ recipient, add recipient
○ subject
○ heading
○ maybe override

40. Appearance > “Customize” >
WooCommerce
40
● Store Notice e.g. “we’re closed for
business!”
● Product Catalog
○ Products vs Categories/Subcats
○ Sorting
○ Cols & Rows
● Product Images!
○ Define Ratio (Width: Hight)

41. END of PART #3
QUESTIONS?
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42. PART #4
Demo
HOW TO PUBLISH YOUR PRODUCTS & TEST CHECKOUT
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43. Demo
HOW TO PUBLISH YOUR PRODUCTS & TEST CHECKOUT
43
1. Dashboard > Products > Add New
2. Title (SEO) Box
3. Long description Box
4. Product Data Box
5. Short description Box
6. “Publish” Box
7. Category, Tag Boxes
8. Image, Gallery Boxes

44. Demo (Cont.)
HOW TO PUBLISH YOUR PRODUCTS & TEST CHECKOUT
44
9. Product > “View Product”
10. Add to Cart
11. View Cart
12. Proceed to Checkout
13. Testing with offline payments
14. Testing with 100% coupon
15. Testing with online payments + refund
16. Check: Order Status, Emails, Bank!

45. Text Content
45
● Title
○ https://moz.com/learn/seo/title-tag
○ “Primary Keyword - Secondary
Keyword | Brand Name”
○ 50 chars
● Long description (full specs - see
“Amazon Echo” to see how it’s done!)
● Short description (teaser)

46. Taxonomies
46
● (1 or more) Categories
○ Must
○ Similar Group e.g. “Leggings”
● (1 or more) Tags
○ Optional
○ Similar Features e.g. “Red”, “Unisex”
○ https://businessbloomer.com/noindex
-woocommerce-product-tag-pages

47. Images
47
● “Product Image”
○ Main image
○ Whole view
○ Zoom by default
● “Product Gallery”
○ Gallery below main image
○ Details, piece by piece, etc.
○ The more the better!

48. “Publish” Box
48
● “Save as Draft” until 100% happy
● Status
● Visibility
● Schedule
● Catalog visibility
● “Publish”
● Unpublish

49. “Product Data” Box
49
● This is the product “core”
● Product Type: 4x
● Virtual: no shipping
● Downloadable: delivers a file
● Simple Product Type
○ General: price / tax
○ Inventory: stock
○ Shipping: dimensions & class

50. “Product Data” Box (cont.)
50
● Variable Product Type
○ Attributes tab
■ Add
■ Values
■ “Used for variations”! > Save
○ Variations tab
■ Create variations for all attributes
■ Expand - enter data for each var

51. Testing Checkout
51
● Publish > “View Product”
● Add to Cart
● View Cart, Go to Cart
● Proceed to Checkout
a. Enable offline payment e.g. “COD”
b. Create 100% coupon > €0 payment
c. Create 99% coupon > PayPal
● See the “thank you” page (HOPEFULLY!)
● Get admin & customer emails (HOPEF.)

52. END of PART #4
QUESTIONS?
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53. PART #5
WooCommerce A.M.A.
ASK ME ANYTHING + INTRO TO CUSTOMISATION
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54. Thank You!
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Rodolfo Melogli, WC Developer