Page 3 - Magento 2 User Guide
It's hard to overestimate the importance of making a customer's journey on your website as flawless as possible. If your store is easy to interact with, people will definitely want to come back. As it happens, lots of those interactions happen through the customer account.
That's why you have to make use of the Magento customer account configuration settings. So you can not only make engaging with your store easier but manage customer account options according to your requirements.
Want to track how many customers sign in or create an account on your store? Add Magento 2 Google Tag Manager to your store and get in-depth data reports on customers' behaviour.
The whole process may seem a bit complicated, considering the number of options Magento provides. However, in this
Magento pagination is a necessary element for better store navigation. You should definitely consider it to make browsing through the items you sell simpler, especially if you manage hundreds of products. Having pagination controls added on the top and at the bottom of the product listing page assists in this task greatly.
Furthermore, pagination controls help to optimize the speed of your website. The reason is the products aren't loaded all at once and there are fewer elements to process. So the loading time is reduced significantly.
In this article, you'll find out more details about Magento pagination controls and how to configure them.
Types of Pagination Controls
There are 4 types of Magento pagination controls. You can refer to the table below for more details.
One of the ways to prevent the unauthorized usage of your store's product images is to apply watermarks to them. A watermark is a highly transparent symbol that is placed onto an image. It's typically a logo, stamp, or signature associated with your store.
This feature makes your products and services easily recognizable and also improves brand awareness.
If you would like to apply watermarks in your Magento 2 store, but don't know how to do that, this article is exactly what you need.
How to Add Product Image Watermarks in Magento 2?
In order to add product image watermarks, follow the steps described below:
1. Navigate to Content > Design > Configuration and press the Edit link on the theme you would like to configure.
2. Expand the Product Image Watermarks section.
A logo is what your customers associate your store with and what helps them to identify your brand among a huge number of others. Having your store's logo added to the invoice PDF printouts sent via sales emails and packing slips may serve as a sign of reliable service.
That's why such a technic can increase brand awareness and improve customers' overall experience. So, in this guide, you'll learn how to configure invoice and packing slip design in Magento 2.
To configure invoice and packing slip design in Magento:
1. Go to Stores > Configuration > Sales > Sales > Invoice and Packing Slip Design.
2. Press the Choose File button and upload your logo in the Logo for PDF Print-outs (200x50) field. The 200x50 size is recommended.
3. Choose File
While proceeding with the checkout, your customers can see the Order Summary section, which includes the total price of the purchase, as well as the components that make it up (e.g. subtotal, tax, discounts, etc.). Each of these items has a certain place in the list and reflects the order of the total sum calculation.
This is one of the possible views of the checkout totals on the Magento checkout.
However, the checkout totals sort order can be configured from the admin panel and in this article, we'll show you how to do that.
To Configure Checkout Totals Sort Order in Magento 2:
1. Go to Stores > Configuration > Sales > Sales > Checkout Totals Sort Order.
2.
We can refer to the Terms and Conditions as to the special kind of agreement between a store and a customer. Customers have to agree to follow all the guidelines and rules of using your website prior to purchasing your products or services. It's a great way to avoid any kind of misunderstanding and improve client loyalty.
That's why it is important to make the terms and conditions checkbox available during Magento checkout. So, in this article, you'll learn how to do that.
How to Add Terms and Conditions Checkbox in Magento 2?
First of all, to add the terms and conditions checkbox in Magento 2, you have to create terms and conditions and only then proceed with adding the checkbox. Let's explore each step in more detail.
1. Create Terms and Conditions
Password is a vital part of the process of creating a new customer account in Magento. It keeps their data secured within their accounts and provides access to important information about orders, invoices, refunds, reward programs, etc.
Magento 2 provides multiple options for customer account password configuration. These include the reset password link, forgot/remind email template, maximum login failures to lock the account, the number of characters that make up a password, and much more.
So, in this article, you'll learn how to configure password options for customers in Magento 2 to ensure convenient password recovery.
To configure password options in Magento:
1. Go to Stores > Configuration > Customers > Customer Configuration > Password Options.
2. Choose the way for checking
While creating new accounts, your customers have to fill in some of their personal information. Depending on the policy of your store, you can add or remove the fields that contain customer name and address data and set them up according to your needs.
Magento 2 customer account settings are very flexible in this regard. So, in this article, we'll explain how to do that.
To configure customer name and address options in Magento 2, take the following steps:
1. Go to Stores > Settings > Configuration > Customers > Customer Configuration > Name and Address Options.
Note: You have to clear the Use System Values checkboxes to configure all the fields, or you can enable those checkboxes to use the default options.
It is crucial to use the correct technics to keep your clients engaged and drive more of them to your store. Since it all comes down to customer experience, you have to optimize all the processes during the customer's journey on your website, including customer account options.
Fortunately, Magento 2 gives you multiple features for the configuration of new customer accounts. And in this article, we'll provide more details about them.
To configure new customer account options in Magento 2 take the following steps:
1. Navigate to Stores > Settings > Configuration > Customers > Customer Configuration > Create New Account Options.
2. Choose whether to Enable Automatic Assignment to Customer Group.
3. If you chose Yes in the previous field, set the Default Group to which your customers will be assigned automatically.
Magento 2 offers you outstanding features for stock management. Except for the global Magento stock options, you can also benefit from the advanced settings.
Thanks to the Magento advanced inventory, you can track quantities of multiple products and manage inventory more efficiently on a per-product basis.
Depending on your requirements, there are two ways to configure advanced inventory in Magento 2. You can either exclude stock management (short form) or include stock management (long form). The difference is in the number of options you can configure for an individual product.
In this article, you will learn how to configure Magento 2 advanced inventory using both of these methods.
To configure Advanced Inventory in Magento, go to Catalog > Products
Every order in Magento 2 goes through a lot of stages before it is marked as "Complete". While it is barely noticeable to your customers, you have to know everything about the order processing in Magento 2, to determine if something's off.
So, in this guide, you'll find out more about the Magento 2 order status and state. We'll cover how to create order status in Magento 2 and assign it to state. You will also learn how order status changes in the order processing workflow.
Difference Between Magento Order Status and State
If you just start to learn Magento it will be difficult to tell the difference between Magento 2 order status and state.
In reality, it is not as confusing as it seems. Orders state defines the position of the order in the order processing workflow.
If you treat your website security as a top priority, then you'll be able to run your business seamlessly and provide a flawless customer experience. As a store owner, you know that there are lots of files and clients' data that have to be kept safe.
Fortunately, Magento 2 provides you with a lot of features to improve general security and avoid any kinds of violations. But, unfortunately, those are not always enough. And that's when you need the security.txt to streamline vulnerability reporting.
If you don't know what security.txt is, don't worry. We've got you covered.
In this article, we'll explain everything you need to know about security.txt and how you can configure it in Magento.
What is Security.txt?
Security.txt is a security tool that allows gathering data about security contacts and policies
It's not a secret that Magento 2 is full of brilliant features. One of its advantages is the possibility to manage multiple websites and stores within one installation. It is a great feature, especially if your business consists of various branches and you want to control everything in one place effectively.
However, this process may be rather complicated for those who create eCommerce store from scratch, because of Magento's hierarchy of Websites, Stores, and Store Views.
But don't worry. In this article, we'll shed some light on this concept to help you understand this structure better.
What are Websites, Stores, and Store Views in Magento 2?
It is important to say, that there is a hierarchy system in Magento 2, and each website, store, and store view has a certain place
Any store owner knows how important it is to keep the customers updated on the latest changes or special offers in a store. It's a great way to increase traffic to a website and catch busy customers' attention. Except for newsletters, you can use the other excellent feature for this — Magento 2 RSS Feed.
In this article, you will learn what RSS feeds are and how you can configure them in Magento 2.
So, let's get started.
What is RSS Feed?
RSS — Really Simple Syndication — is a data format based on XML, that is used to share the news and content of your store. If customers subscribe to the updates of the store, they'll receive notifications about discounts, new releases, etc. It's an excellent tool to promote your store,
WebP is a concept you will come across when doing speed optimization for your website. Google PageSpeed Insights flags it in their speed analysis report same as other speed test tools. Although, we've already covered everything about WebP images in Magento, for those who don't know:
WebP is a modern file format created by Google and supported by a variety of browsers. This file is known for being smaller in size than regular PNG, JPEG, or GIF files. That's why it becomes more popular across eCommerce websites.
If you decide to try this format for your website, you will most likely fail to upload it to the system.
So today, we'll tell you everything about why you can't
Magento 2 is a very flexible eCommerce platform that provides multiple advantages for your business. It's hard to underestimate the importance of increasing your website traffic and making it more customer friendly. Magento suggests a great way to do so by using the Email Refer to a Friend function.
But what is it and how can you configure it? In this article, we'll cover all these questions and clear up all tricky moments.
What is Email Refer a Friend in Magento 2?
Email Refer a Friend is a Magento 2 feature that allows customers to share a link to a specific product with their friends. It is an effective marketing strategy, that helps to evoke interest in the items you sell and in your store in general.
The Email Refer a Friend link appears
Variable is a data item that can be applied multiple times and for different purposes. In Magento, variables are used to customize email templates. There are two types of variables: predefined and custom. Magento 2 gives you a great load of predefined (default) email template variables that will help you to adjust your email templates for personal usage.
Obviously, it is impossible to keep all of them in mind. So here you can find a complete list of Magento 2 email templates variables.
Additionally, you'll learn how to add your custom variable to email templates and use it in your emails.
Default Email Template Variables in Magento 2
Default Variable Description | Magento 2 Default Variable Used in Email Templates |
Base URL | { | {config path="web/unsecure/base_url"}}
Secure Base URL | { | {config path="web/secure/base_url"}}
General Sender Name |
FedEx Corporation — earlier Federal Express Corporation and now FDX Corporation — is the USA delivery service that enjoys the trust of its clients all over the world. It provides shipping services by land and air, with overnight delivery being one of their most popular options.
You should definitely consider FedEx as one of the delivery options to lit along other Magento 2 shipping methods. This way you will create a customer-friendly environment and provide more convenient shipping ways to choose from.
In this article, you will find all the necessary steps you have to take to configure the FedEx carrier in Magento.
1. Create a FedEx Merchant Account
USPS Carrier — United States Postal Service — is an American delivery service, which provides both domestic and international shipments by land and air. USPS is used by The United States government and is known to be a reliable and efficient service.
You can consider USPS as a shipping option for your store together with other Magento 2 shipping methods to deliver your products faster and provide your customers with more options to choose from.
To ensure easier integration of the USPS carrier into your store, we'll help you to set it up in Magento.
1. Create a USPS Shipping Account
First of all, you have to create a USPS shipping account. After registration, you will receive a User
We all know that 2F Authentication is one of the best ways to improve Magento 2 admin security. It is a truly great feature that store owners can rely on. At the same time, a strong password is of crucial importance, because you obviously don't want your store data to be leaked.
But there is a thing with long and complex passwords, you can easily forget them or even end up with a locked admin account. In this case, you must learn how to reset admin password in Magento.
In this article, we'll consider 3 ways to reset Magento 2 admin password.
1. Reset Admin Password in Magento 2 via Email
One of the easiest ways to reset a password is to use Admin Panel for that. You just have to take the following steps click the Forgot Your Password link.
Magento sales emails are inevitable elements of successful store-customer communication. They help you provide information about customers' orders, shipments, etc., to maintain a better customer experience and increase loyalty.
Magento allows you to configure all transactional emails from the admin panel and even customize email templates.
Nothing complicated here. In this article, we'll go through everything you need to know to configure sales emails in Magento 2.
How to Configure Sales Emails in Magento 2?
1. Go to Stores > Settings > Configuration > Sales > Sales Emails.
As you can see, there are a lot of sections to feel in, the most important of which are Order