Engaging in Conversation

August 30th, 2010

By way of introduction, I am Toby Getsch, a Program Manager and SharePoint MCTS here at J Street.  I’m excited to engage in some conversation and start leveraging blogging and social networking more – all while trying to promote and bring awareness to the SharePoint practice and other great services.

To get started, we’ve done a few things to open up the dialogue.  We’ve turned on comments here on this blog and will be monitoring them to make sure your input and feedback and conversation is heard and you know that it is valued.  On each blog post we’ve enabled both Facebook and Twitter buttons for you to share/tweet about the post.  We’ve added J Street Tech and CartGenie Facebook pages and Twitter accounts.  (@JStreetTech and @CartGenie)  We’ve integrated some more social links in various other places.  And, we’ve also enabled a mobile browsing format so you can use your favorite mobile device and still have a great viewing experience.

Any time an organization makes some changes like this, there can be a variety of results.  One thing we’re aware of is that it increases your access to us.  We have to take that in with everything else going on, and also try to engage in it.  Please know that we’re working hard to provide excellent service.  To that end, we’d like to request that you continue to use the regular channels for support requests.  Those are linked here and available at JStreetTech.com.

In short, we are definitely listening!  And, now we want to spread the J Street love in more places.

Thanks for your time.
~Toby

CartGenie Tip of the Week: Integrate with QuickBooks

August 24th, 2010

Have you ever wished you could get your closed E-Commerce orders out of your shopping cart software and into QuickBooks? What if you didn’t have to manually enter the data into your QuickBooks company file for hours on end? Wouldn’t it be nice to have the peace of mind that there was no potential for human errors corrupting your QuickBooks data?

CartGenie QuickBooks Integration does just that.

With just a few clicks of a button, QBi takes an order from the CartGenie Desktop Engine and sends it to QuickBooks

Check out our quick demonstration video (less than two minutes!) here.

If you’d like to learn more about QuickBooks Integration or purchase the module to add on to your CartGenie plan, click here.

CartGenie Tip of the Week: Google Insights for Search

July 7th, 2010

This week’s Tip of the Week looks at Google Insights for Search and how you can use this free tool from Google to gain valuable insight into the market in which your internet store is selling.

Say, for example, your product is cycling gear — clothing, accessories, food and beverage, shoes, and other items for serious cyclists — and you want to know what kind of demand is out there. Google Insights for Search can show you.

Open a web browser and go to http://www.google.com/insights/search:

Enter the search terms you’d like info on. Let’s put “cycling gear” in the search box and click “Search.”

What we can see is that there have been distinct spikes of interest over the years of folks searching Google for “cycling gear”:

If we hover over the graph, we can see that each year, demand for cycling gear hits it’s high-water mark in July:

Also, while we can see a predictable July influx, we can also see that the overall trend is downward. We can check these numbers against our historical sales numbers in CartGenie using the Sales Detail Report to see if the broader trend holds true for our company. From here we can postulate that our best month in 2010 is bound to be July — we better have our warehouse stocked!

This is just scratching the surface of data that can be accessed with Google Insights for Search. How can you use this free tool to gain a competitive edge?

J Street announces new Certified CartGenie Web Design Partner Program

June 4th, 2010

J Street Technology is proud to announce our new Certified CartGenie Web Design Partner Program.Certified CartGenie Web Design Partner This program, which we’ve been working on launching for several months now, is designed to create a network of highly-qualified Web designers whom our CartGenie customers can call to make their Web site pop of the computer screen.

You can learn more about our new program here.

If you’re a Web designer and would like to apply to be a part of our program (it’s free!) click here.

CartGenie Tip of the Week: Personalization

June 2nd, 2010

CartGenie Tip of the Week is a weekly series in which we review ways to use a feature in CartGenie.  Be sure to check back each week and learn something new!

Click here to view all our Tips of the Week.

Have you ever wanted your customers to make some choices about a product before adding it to their cart? You can accomplish this with Personalization options.

Start in CartGenie Desktop Engine by navigating to the product that you need to add personalization option to. In this example, we’re looking at a Mens’ Cycling Top.

Click on “Personalization.” You will see the Product Id and the Product Name and a blank field under “Personalization Group.”

Click “Edit” to add a new Personalization Group. A Personalization Group is a series of questions or fields your customer will answers before adding a product to their cart — in many cases, you will have a single Personalization Group that applies to a number of products.

Personalization Manager opens and you will want to click “Edit” to add a new group of questions.

Name your Personalization Group and click “Add/Update.”

Close the Personalization Group Manager, bringing you back to the Personalization Manager. From the drop down box, select your Personalization Group. One at a time, type in the questions you want to ask your customer. Use “Sort” to organize the questions in the order you want.

You can choose whether or not the question must be answered by your customer in the “Answer Required” field. If you select “Yes,” your customer will have to answer the question before they can add the item to their cart.

Click “Add/Update” to save changes. If you do nothing else, you customer will answer the question by typing into a text box. But what if you wanted them to select only from a drop-down list of answers? Click the “Answer Options” check box, which opens up the “Personalization Answer Option Manager.”

Input a sort number and an answer option. If you want to attach a price increase to certain answers, choose a “Price Level” and a “Price.” For example, if the question was “Gift Wrap Options,” the answers might be “None,” “Free Basic Wrapping,” and “Premium Wrapping” which costs an additional $4.99.

Click “Add/Update” to save changes. You can now  use this Personalization Group on not only this product but on any other product where you want to ask the same series of questions.

New CartGenie Promotions

June 2nd, 2010

Be sure to check out this month’s CartGenie Promotions here.

CartGenie Tip of the Week: Payment Manager

May 26th, 2010

CartGenie Tip of the Week is a weekly series in which we review ways to use a feature in CartGenie.  Be sure to check back each week and learn something new!

Click here to view all our Tips of the Week.

This week, we’ll take a quick look at setting up the Payment Manager. When you first set up your online store with CartGenie, you have to define which forms of payment you are going to take online. Once you have set this up, from time to time you may need to add or delete a form of payment — say you now have the ability to accept American Express, for example. Both tasks are accomplished easily in the Payment Manager.

From the Commerce Menu, select “Payment Manager.”

In the blank rows, you will want to type in the types of credit cards you accept (e.g. “Visa,” “MasterCard,” etc.). Under “Display” choose “Yes,” assuming you want that credit card to be an option for your customers. Under “Card ID Required,” define whether you need the customer to enter the card’s unique ID number (sometimes referred to as the CVV2). Finally, click “Add/Update” to save changes.

In the bottom half of the Payment Manager, you have additional payment options. For example, if you allow customers to place an order online and then come into a physical store to pick up the order and pay in person, you would want to check the box for “In-Store/Will Call.”

Lastly, the “PayPal Payment Option” is if you are setting up PayPal integration. Learn about setting up CartGenie to work with PayPal from this Knowledge Base article.

Click “Add/Update” to save all changes and you’re done!

New Video Tutorials page lets you get help quickly

April 8th, 2010

J Street is happy to announce our new CartGenie Video Tutorials page!

They say a picture is worth a thousand words — wouldn’t it stand to reason that a moving picture is worth exponentially more? We created our Video Tutorials page to serve as a library of our “How To” videos. Now, if you’re running stuck doing something in CartGenie, pop over to search for a related video tutorial.

Most videos are just a few minutes long and show you how to do some of the most common functions in CartGenie. So check it out and learn something new!

If you don’t see what you’re looking for, we’d love to hear your suggestions! Click here to Contact Us.

CartGenie Tip of the Week: Mail Manager

April 7th, 2010

CartGenie Tip of the Week is a weekly series in which we review ways to use a feature in CartGenie.  Be sure to check back each week and learn something new!

Click here to view all our Tips of the Week.

This week we’re looking at using the Mail Template Manager to create customized, automatic e-mails you can send out to your customers.

In CartGenie Desktop Engine, click on the “Tools” menu, hover over “Mail Management,” then select “Mail Template Manager.”

The Mail Template Manager opens and at the top we see the “E-Mail Template Selection List.” If we click the drop-down menu, we see that CartGenie comes loaded with three templates we can customize: New Order Auto Confirmation, Send Gift Card, and Send Order Complete.

  • New Order Auto Confirmation is the e-mail that is automatically generated and sent whenever a customer places an order. This e-mail is sent without you ever having to do anything (hence, “Auto Confirmation”)
  • Send Gift Card is the e-mail that you send to the recipient of a gift card. It tells the recipient their E-Gift Card number and their PIN so they can start shopping at your online store immediately (Click to view Part 1 and Part 2 of our E-Gift Card video tutorials).
  • Send Order Complete is the e-mail you send out when you have finished processing the order. It “closes the loop” for the customer and gives them follow-up steps if they have questions on their order.

Let’s take a look at the New Order Confirmation template to get a feel for how we can customize any of these three templates.

Each phrase in brackets like [BusinessName] is a field that is pulled from the database. You can change any of the other text to suit your needs.

For example, let’s say you wanted to change the first phrase in the New Order Auto Confirmation from:

This is an automatically generated email from [BusinessName].

to:

“Thank you for choosing [BusinessName] for your widget needs! (This email has been automatically generated)”

Simply replace the text in the template with your desired text and then click “Add/Update” to save changes.

In a similar fashion, you can customize the text in this template and the other two templates as well.

J Street Announces SharePoint Capabilities

April 6th, 2010

J Street Technology, headquartered in Bellevue, Washington, is pleased to announce SharePoint capabilities, allowing us to help small, medium, and large organizations leverage the SharePoint platform to improve business productivity and efficiency.

Heading up this initiative is Toby Getsch, a Program Manager and SharePoint MCTS with extensive experience deploying, installing, and configuring SharePoint for numerous organizations across a wide range of industries. Toby’s experience with SharePoint dates back to the early 2000′s and he has continued working with all sizes of organizations, from small businesses to large multi-national corporations.

Adding to his SharePoint-specific experience is more than a decade of IT leadership, consulting, advising, and project work. With a particular passion for planning the right strategy and execution, his experience with various engagements fits very well with J Street’s growing SharePoint expertise.