🧠 Best Practices
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      Website Best Practices

      To ensure that your website is running smoothly, engaging customers, and providing valuable insights, follow these best practices for setup and ongoing management. This article covers important aspects of website setup, including analytics, scheduling content, and monitoring performance.

      1. Setting Up Google Analytics and Connecting It

      Google Analytics provides essential data about website traffic, user behavior, and sales performance. Setting it up correctly helps you track the performance of your website and make data-driven decisions.

      Steps to Set Up Google Analytics:

      For detailed instructions on adding Google Analytics to the admin portion of your website, please refer to this guide on adding Google Analytics.

      1. Create a Google Analytics Account: If you haven't already, go to Google Analytics and create an account.
      2. Add Your Website Property: Follow the prompts to create a property for your website.
      3. Get the Tracking ID: Once the property is created, you will receive a unique tracking ID.
      4. Connect to EZ Process Pro:
        • After setting up Google Analytics, follow the steps in this Knowledgebase article to connect your Google Analytics account to your EZ Process Pro system.

      Once connected, Google Analytics will start tracking your website's performance, helping you monitor traffic and user interactions.

      2. Scheduling Default Sliders and Replacing Slides

      Managing your website’s slider is a great way to keep your content fresh and engaging. You can either replace slides on the default slider or schedule banners to appear at specific times of the year.

      For detailed instructions on how to replace a slide on the default slider and schedule slides in advance, please refer to this guide on scheduling sliders.

      3. Adding the Facebook Pixel and Its Purpose

      The Facebook Pixel is a powerful tool for tracking customer interactions on your website, optimizing your ads, and retargeting potential customers. It’s essential for measuring the effectiveness of your Facebook advertising campaigns.

      Steps to Add the Facebook Pixel:

      1. Retrieve Your Pixel Base Code:

      2. Add the Pixel Code to Your Website:

        • Log in to the Admin Portion of Your Website: Access the backend of your website by logging into the admin portion of your website.
        • Navigate to Integrated Apps: Go to Integrated Apps > Facebook > Pixel.

      3. Paste the Pixel Code:

        • Paste the pixel base code into the two fields provided:
          • Facebook Pixel: Paste the first part of the pixel code.
          • Facebook Body: Paste the second part of the pixel code.
          If you're unsure which part of the code goes where, you can click on the exclamation icons next to the fields for an example.

      4. Submit the Pixel Code:

        • Once you've pasted the values in the respective fields, click Submit Pixel to save your settings.

      Purpose of the Facebook Pixel:

      • Track User Actions: The pixel tracks important actions such as page views, add-to-cart events, and purchases.
      • Optimize Ad Campaigns: It helps improve the relevance of your Facebook ads by understanding which users are more likely to engage or convert.
      • Retarget Customers: The Pixel enables you to retarget visitors who didn’t complete a purchase, increasing your chances of converting those leads.

      4. Adding Delivery Zones

      For e-commerce sites, it is crucial to configure your delivery zones. Retailers should ensure that delivery zones are set up before going live to avoid issues with shipping charges and delivery logistics.

      How to Add Delivery Zones: Please refer to this Knowledgebase article for detailed instructions on setting up delivery zones.

      Important: E-commerce sites should not be allowed to go live unless delivery zones have been configured.

      5. Reviewing Website Analytics

      Reviewing your website analytics is critical to understanding how your visitors are interacting with your site. By analyzing data like the number of visits, pages visited, bounce rates, and stay time, you can identify trends, optimize the user experience, and make data-driven decisions to improve conversions. Below are key metrics to focus on, along with examples of how to leverage them to benefit your business.

      Key Metrics to Review:

      1. Number of Visits:

        • Track the total number of visits to your website. This helps you understand how much traffic you're generating and whether it aligns with your marketing efforts. A high number of visits is good, but it’s essential to monitor if those visits are converting into sales.

      2. Pages Visited:

        • Review the specific pages your visitors are visiting, which can provide insights into which parts of your website are performing well. In the Website Admin section of your EZ Process Pro system, you can view this data directly under the Analytics tab.
        • Pay attention to whether users are navigating to product pages, blog posts, or other key areas like contact information or delivery policies. If a large portion of visitors is spending time on product pages but not converting, there may be a gap in the checkout process, or your product details may need further optimization.

      3. Product Pages vs. Contact Pages:

        • Analyze whether visitors are primarily browsing product pages or seeking information like contact details. If your data shows high traffic to product pages but low conversion rates, it could indicate that people are interested but not ready to purchase. Conversely, if most visitors are going to your contact or support pages, it may mean they are looking for more information or reassurance before making a purchase.
        • Example: If a lot of visitors are browsing through bedroom or dining room furniture pages, but you haven't been marketing those categories through banners or the homepage, this could signal an opportunity for you to focus your marketing efforts in those areas.

      4. Getting to the Checkout:

        • Check how many visitors are making it to the checkout page. If a significant number of visitors are entering the checkout page and abandoning their cart, there may be a friction point in the checkout process. Consider reviewing the checkout experience for any barriers—such as long forms, unexpected shipping costs, or unclear delivery policies—that might cause users to leave.
        • Example: If you notice that a high percentage of visitors are getting to the checkout page and then leaving, it might be worth simplifying the checkout process or adding more trust signals, like security badges or free shipping offers, to reduce abandonment.

      5. Stay Time:

        • Stay time, or the amount of time visitors spend on your site, is another valuable metric. Short stay times may indicate that visitors are not finding the content they expect or need, while longer stay times generally suggest that users are engaged.
        • Example: If visitors spend little time on your product pages, you may need to refine your product descriptions, improve your images, or add customer reviews to encourage further engagement.

      6. Bounce Rate:

        • Bounce rate refers to the percentage of visitors who leave your site after viewing only one page. A high bounce rate could indicate that your landing pages are not engaging enough, or that visitors aren’t finding what they expected upon landing on the site.
        • Example: If users are landing on the homepage and leaving immediately, it might be worth revisiting your homepage design and ensuring it clearly communicates the value of your products and services. Similarly, if users are bouncing from product pages, it could signal the need to improve the page’s content or user experience.

      How to Use These Insights to Pivot Your Strategy:

      • If visitors are frequently visiting dining room pages, but you’re not marketing dining room products on your homepage or in banners, it might be time to adjust your marketing strategy. Start showcasing dining room products in your homepage banners or featured sections to attract more attention to that category.

      • If users are predominantly browsing lower-priced items or accessories, it may indicate that your visitors are price-sensitive. You could consider adjusting your marketing efforts to highlight promotions, discounts, or affordable options to match their interests.

      • If visitors are getting to the checkout page but abandoning their cart, evaluate your checkout process. Look for areas that might cause frustration, such as unclear delivery fees, a complicated checkout process, or lack of payment options. Simplifying and streamlining this experience could improve conversion rates.

      • If you notice that people are landing on your homepage and leaving immediately, or clicking through to only one page and bouncing, consider revisiting your homepage design. Ensure that it is user-friendly, visually appealing, and communicates your unique value proposition clearly. You may also want to test different calls-to-action (CTAs) to see what resonates best with visitors.

      Adjustments to Make Based on Analytics:

      • Reevaluate Product Categories and Promotions: If your data shows that a lot of visitors are gravitating toward certain categories (e.g., bedrooms, dining), but you're not marketing those areas heavily, you should adjust your banners or marketing efforts accordingly. Promoting popular categories can drive more targeted traffic to those sections.

      • Offer Incentives: If you find that visitors are clicking on cheaper products or accessories, you may want to create specific promotions

      6. Reviewing Quoted but Not Sold Customers

      Monitoring customers who have been quoted but have not yet made a purchase is crucial for identifying potential sales opportunities and following up with leads. By reviewing these customers, you can determine whether the quote is still relevant and what actions to take to move the sale forward.

      How to Review Quoted But Not Sold Customers:

      1. Access the "View All Sales" Page:

        • To begin, navigate to Main Menu > Sales > Search Customer. For detailed instructions on using the Search Customer feature, refer to the Search Customer article.
        • Once you’ve searched for the customer, you’ll be directed to the Search Customer page, where you’ll find two tabs: Application Information and View All Sales.
        • Click on the View All Sales tab to view and manage the customer's sales and quotes.

      2. Managing the Customer's Sales:

        • In this section, you can manage all sales associated with the customer, including their quotes, voided sales, and existing sales. If you wish to take any actions regarding the customer’s account, you can use the Customer Account Actions menu. The available actions include:
          • Create New Sale: Allows you to create new sales associated with the customer, including In Stock, Full Catalog, Quick Sale, or Quick Cash Register sales.
          • Create Special Service Memo: You can create memos for things like warranty repairs for items already purchased by the customer.
          • File Notes: You can view existing notes and create new ones associated with any sales made by the customer.
          • View Store Credits: Allows you to view or create store credits for the customer.
          • Create InHouse Account/Access InHouse Account: Provides access to InHouse Financing details and payment options for the customer.

      3. Understanding Customer Quotes:

        • At the bottom of the View All Sales page, you will see the Quotes section, which lists all quotes saved for the customer. Here, you can identify if a quote was not converted into a sale.
        • Each quote is accompanied by:
          • Quote Number: The unique identifier for the quote, which can be used to track the quote in reports.
          • Date: The date and time when the quote was generated.
          • Quote Notes: Internal notes associated with the quote. You can click on this link to add or view notes that may explain why the quote hasn’t converted into a sale.
          • Delete: You can delete the quote if it’s no longer relevant.
          • Generate to Sale: You can convert the quote into an actual sale if the customer is ready to move forward.

      4. Reviewing the Status:

        • For each sale and quote, you will see a Status column, which shows both the payment and delivery status of items. This helps you determine if the customer has made any payments or if any items are on backorder.
        • Status indicators like "1/1" or "0/1" provide insight into whether the items are reserved, on order, or delivered. This can help you assess whether the customer’s quote is still valid or if they need further assistance to finalize their purchase.

      5. Actions to Take:

        • If you see that a customer has received a quote but hasn't yet converted it into a sale, it’s an opportunity to follow up and move them closer to purchasing. Consider reaching out to the customer and asking if they have any questions or if there’s anything preventing them from completing their purchase.
        • Example: If the customer is visiting the same product pages multiple times or asking for price adjustments, it could indicate they are still considering the purchase. A follow-up email or call with a special offer or incentive might help close the deal.
        • If the quote was generated for an item that is no longer available or if there has been a significant delay, updating the quote or offering alternatives could encourage the customer to make a purchase.

      By regularly reviewing quoted but not sold customers, you can follow up effectively, address concerns, and convert more quotes into actual sales, ultimately improving your business’s revenue.