IRP Setup Wizard

The IRP Setup Wizard is a useful tool to help you create a basic, functioning IRP. You can use the main IRP Admin to develop your website further and to configure more advanced features.

To access the Setup Wizard, follow these steps:

1. Prerequisite: To make changes to the relevant Application Settings, you must be part of an Admin User Group that allows you to enable the Setup Wizard.
2. Go to Application Settings in the IRP Admin left navigation menu.
3. In the Admin Settings section, check the Show Setup Program box.
4. Click the Update Application Settings button at the top of the screen.
5. Click the OK button when you are prompted to confirm that you want to update the Application Settings.
   You will see the Setup button in the top navigation bar:
   
6. Click the Setup button to access the Setup Wizard.
   The first screen of the Setup Wizard appears:
   

Setting up your IRP website involves the following steps.

1. Enter your basic company information. The IRP will update all of the places on the system where these are used.
   • Company Name
     Enter the company name of the IRP website you are building, as you would like it to appear.
     For example: MyIRP
   • Domain Name
     Enter the domain name of the website. Note: don't include the "www".
     For example: MyIRP.com
   • Country
     Enter the home country of the website.
     For example: United Kingdom
   • Currency
     Enter the base currency of the website. All of your prices will be based on this currency.
     For example: British Pound
   • Site Email Address
     Enter the email address that all of your site emails will be sent from.
     For example: Sales@MyIRP.com
2. Click Save to continue.

1. Upload your company logo on the SetupCompanyLogo.aspx page. The IRP will copy it to everywhere required in the system.
   • Select Your Image
     Click the Choose File button to navigate to where your website logo is stored. The IRP will resize and optimise your logo for you at this point, to a maximum width of 240px and a maximum height of 100px. You can of course alter this yourself later using the main IRP Site Logos functionality.
2. Click Save to continue.

1. Enter your main address. This will be the address you want your customers to reference for things such as returns.
   • Line 1
     Enter the first line of your company's address.
   • Line 2
   • Enter the second line of your company's address.
   • City
     Enter the city where your company is based.
   • County
     Enter the county where your company is based.
   • Country
     Enter the country where your company is based.
   • PostCode
     Enter your company's postcode.
   • Phone Number
     Enter your company's telephone number.
2. Click Save to continue.

1. Enter your website colours. The IRP will customise these for you and you can refine much further later if required.
   • Text
     • Font
       Enter the main font face to be used on your site.
       For example, Helvetica, Arial, Sans-serif.
     • Main Text
       Define the colour of the important links and text on your site, such as links to products. Click the Sample icon to use a colour chart.
       For example, #464749.
     • Secondary Text
       Define the colour of secondary links and text on your site, such as links to brands and categories, My Account and Wish List sections. Click the Sample icon to use a colour chart.
       For example, #666666.
   • Main Background
     • Background
       Define the main coloured backgrounds of your site, such as your navigation tabs. Click the Sample icon to use a colour chart.
       For example, #00529b.
     • Text
       Define the colour of the text on the main coloured backgrounds of your site, such as your navigation tabs. Click the Sample icon to use a colour chart.
       For example, #ffffff.
     • Type
       Define the style of backgrounds of your site. The IRP can automatically generate a gradient effect for your selected colour, or you can select Flat to have a simple, one-colour background.
       For example, #Flat.
   • Secondary Background
     • Background
       Define the secondary coloured backgrounds of your site, such as the headings on your left and right navigation areas. Click the Sample icon to use a colour chart.
       For example, #dedede.
     • Text
       Define the colour of the text on the secondary coloured backgrounds of your site, such as the headings on your left and right navigation areas. Click the Sample icon to use a colour chart.
       For example, #ffffff.
     • Type
       Define the style of secondary backgrounds of your site. The IRP can automatically generate a gradient effect for your selected colour, or you can select Flat to have a simple, one-colour background.
       For example, #Flat.
2. Click Save to continue.

1. Enter your marketing information about your company - an overview of what you offer your customers and why they should buy from you.
   Use the text editor in design mode or HTML mode to write your About Us content.
2. (Optional) Upload a file by clicking the Upload Files button and following the steps described.
3. Click the Save and Preview on the site button to see what your content looks like on the front-end website.
4. Click Save to continue.

1. Enter Contact information about your company and any other useful contact information such as opening hours.
   Use the text editor in design mode or HTML mode to write your Contact Us content.
2. (Optional) Upload a file by clicking the Upload Files button and following the steps described.
3. Click the Save and Preview on the site button to see what your content looks like on the front-end website.
4. Click Save to continue.

1. Enter your returns policy that describes how customers can return items to you if they are not happy in any way.
   Use the text editor in design mode or HTML mode to write your Delivery and Returns content.
2. (Optional) Upload a file by clicking the Upload Files button and following the steps described.
3. Click the Save and Preview on the site button to see what your content looks like on the front-end website.
4. Click Save to continue.

1. Enter your terms and conditions of sale; these should have a friendly summary but also detail your terms.
   Use the text editor in design mode or HTML mode to write your Terms and Conditions content.
2. (Optional) Upload a file by clicking the Upload Files button and following the steps described.
3. Click the Save and Preview on the site button to see what your content looks like on the front-end website.
4. Click Save to continue.

1. Enter your privacy policy. This is something that all sites must have. The purpose is to show how the customer's data is protected and to provide confidence that you are 100% secure.
   Use the text editor in design mode or HTML mode to write your Privacy Policy content.
2. (Optional) Upload a file by clicking the Upload Files button and following the steps described.
3. Click the Save and Preview on the site button to see what your content looks like on the front-end website.
4. Click Save to continue.

1. Select the Currencies that you want to show on your website.
   Orders on your website will be charged in the currency that you entered in Step 1.
   You see options listed alphabetically by ISO code (for example AUD) and Currency (for example, Australian Dollar). Check the boxes in the Show column against the currencies that you want displayed on your website.
2. Click Save to continue.

1. Enter your Payment Gateway information into the IRP for RealEx payments. You will need a Merchant account from your bank, and an account with RealEx.
   • Merchant ID
     This is the overall account name that you have with your Payment Gateway Provider. For example, with RealEx payments, this will be something like 'yourcompanyname' only replaced with something closely resembling your company's actual name.
   • Account Name
     This is the name of the account under your Merchant ID that the payments go into. For example, with RealEx Payments, the default value for this is 'internet'. However, you should fill in whatever your Payment Gateway Provider has given you.
   • Shared Secret
     This is the password given to you by your Payment Gateway Provider, usually over the phone, to enable you to process payments using this account.
   • Refund Password
     This is given to you by your Payment Gateway Provider to enable you to process refunds. For example, with RealEx payments, the default is 'refund'. It is highly recommended that you change this with your Payment Gateway Provider.
   • Rebate Password
     This is given to you by your Payment Gateway Provider to enable you to process rebates. For example, with RealEx payments, the default is 'refund'. It is highly recommended that you change this with your Payment Gateway Provider.
   • Accept Orders Paid By Cheque
     This enables you to allow your customers to place their orders and then post a cheque to you afterwards. Bank Transfer Orders will be stored initially as New Offline. Please ensure that the details in Large Translation 18 are correct if you are enabling this setting.
   • Accept Orders Paid By Bank Transfer
     This enables you to allow your customers to place their orders and then initiate a Bank Transfer to complete payment. Bank Transfer Orders will be stored initially as New Offline. Please ensure that the details in Large Translation 18 are correct if you are enabling this setting.
2. Click Save to continue.

1. Enter your PayPal API account access if you plan to take PayPal. You will need a verified PayPal Business Account before you enable PayPal Express Checkout on your site. Read the PayPal API Accounts topic for instructions on how to do this.
   • API Username
     This is the username that is related to your PayPal account. If, for example, your PayPal login is 'sales@yourcompany.com' then the PayPal API username will be something similar to 'sales_api1.yourcompany.com'.
   • API Password
     This is retrieved from your PayPal account and copied in here.
   • API Signature
     You find this in your PayPal account and it is copied in here. It is usually much longer than the API password.
2. Click Save to continue.

The IRP's ability to handle very complex shipping rules is one of the many reasons why you can trade internationally straight away. This handy simplified form will allow you to create a basic rule for all orders in your home country if you wish, with an optional rule to allow free shipping over a certain order value.

1. The following options are available:
   • Standard shipping cost to United Kingdom
     Use this to set the standard cost of shipping to the UK.
   • Would you like to add a free shipping rule?
     Use this to add a free shipping rule.
   • Latest time to ship an order placed that day
     Select the times using the drop-down menus. This determines what appears on the Dispatch Message on the Models page. If someone places an order before this time, the Dispatch Message will display that you are able to dispatch that order on that day assuming that there are no issues with it. The Date part of this Date-Time value is irrelevant and will be ignored although the Time part will be used to determine the Closing Time. The format of this setting is dd/MM/yyyy HH:mm:ss.
2. Click Save to continue.

Here, you can configure a small selection of common features of the IRP as you wish. You can read the Application Settings topic for a full overview of all the settings.

1. The following options are available:
   • Enable Price Match
     If you enable this, you are offering to match the price that a customer sees on another website to yours, under certain terms and conditions. Note that you can also enable or disable this on a Model level. Refer to the IRP Knowledge Base article on Price Match for full details
   • Enable Home/Business Account Types
     Enabling this offers customers the ability to set up their account as either 'Home 'or 'Business'. This may be useful if you have a requirement for B2B ordering.
   • Allow Purchase Of Out Of Stock Items (Back Orders)
     Enabling this allows your customers to place orders for items that are currently displaying as 'Out of Stock'. This will put these items on Back Order.
   • Show Ex VAT Pricing
     This setting allows your customers to see the price of their items with or without any sales tax added. This is useful if you have business customers who will be more interested in the price without tax. By default, all prices are displayed with tax included.
   • Gather Customer Gender
     Enabling this feature means that your customers will be asked whether they are male or female when they sign up for an account on your site. This will also affect what results display in the Also Bought section.
   • Enable Live Chat
     This enables the Live Chat feature on your website. Refer to the IRP Knowledge Base for more information on the potential benefits of this.
   • Enable Customer Wishlists
     Enabling this setting allows customers to save potential purchases for later. This is very useful if you have a sizeable percentage of customers that regularly return to your website. If you enable this, a Wish List link will appear on your website's top navigation and an Add to Wish List image will appear on all Add to Basket controls on the Models page.
   • Enable Social Networking Links
     Enabling this will display your Social Networking links on various pages on your website.
   • Enable Mailing List Popup
     Enabling this will automatically show your customers a form to sign up to your Mailing List when they visit the home page. This popup can be animated and positioned in many ways. Refer to the Mailing List topic for more information on how to configure this feature.
2. Click Save to continue.

Use this form to configure the SEO meta tags for your home page. You can visit our IRP Strategy Centre for tips on SEO for both your home page and in general for pages in the IRP.

1. The following options are available:
   • Home Page Title
     This is the title of the page as shown in the browser window, for example, on the tabs in various browsers and the taskbar in Windows. It relates to the
   • Home Page Description
     This is what will appear in the meta tag in the HTML of your home page.
     For example, Huge savings on all products from Climbing, Hiking and Camping to Diving, Canoeing and Surfing and much more all with Free Shipping to UK & Ireland.
   • Home Page Keywords
     This is what will appear in the meta tag in the HTML of your home page. Note that this will always output the title first and then whatever you choose after that.
     For example, MyIRP.com.
2. Click Save to continue.

You can modify the settings that are automatically applied when you upload images against your products. The IRP comes with standard defaults but you can try out new settings. Where quality is concerned, the higher the quality i.e. 100, the larger the file size.

1. The following options are available:
   • Image Dimensions
     • Large Image
       This is the maximum width, in pixels, of the Model image displayed on the large image pop-up or image zoom functionality. Images are resized automatically when you upload them in bulk or using the Model Edit page. Note that, the larger the image, the longer that it will take to download when a customer visits the relevant page.
     • Product Page Image
       This is the maximum width, in pixels, of the Model image displayed on the List View style used on the Models page. Images are resized automatically when you upload them in bulk or using the Model Edit page. Note that, the larger the image, the longer that it will take to download when a customer visits the relevant page.
     • Home Page / Gallery View
       This is the maximum width, in pixels, of the Model image displayed on your home page and, if used, Gallery View Product Listing style. Images are resized automatically when you upload them in bulk or using the Model Edit page. Note that, the larger the image, the longer that it will take to download when a customer visits the relevant page.
     • List View
       This is the maximum width, in pixels, of the Model image displayed on the List View style used on the Product Listing pages. Images are resized automatically when you upload them in bulk or using the Model Edit page. Note that, the larger the image, the longer that it will take to download when a customer visits the relevant page.
     • Product Page Thumbnail
       This is the maximum width, in pixels, of the Model image displayed on the carousel used on the Models page. Images are resized automatically when you upload them in bulk or using the Model Edit page. Note that, the larger the image, the longer that it will take to download when a customer visits the relevant page.
   • Image Quality (JPEGs Only)
     • Product Page / Large Image
       This is the JPEG image quality (%) of images used on the Models and for the zoom functionality. Note that, the higher the quality, the larger the file size, although as these images are slightly smaller, you can use a higher quality than in the larger images. It's best to keep this value below 85%.
     • Home Page / Gallery / List View
       This is the JPEG image quality (%) of images used on your home page and Product Listing pages. Note that, the higher the quality, the larger the file size, although as these images are slightly smaller, you can use a higher quality than in the larger images. It's best to keep this value below 85%.
     • Thumbnail
       This is the JPEG image quality (%) of images used of the thumbnail images (used in the Models page image carousel). Note that, the higher the quality, the larger the file size, although as these images are slightly smaller, you can use a higher quality than in the larger images. It's best to keep this value below 85%.
   • Image Zoom Box Size
     • Zoom Box Width
       This is the width, in pixels, at which the zoom window appears on the Models page when you hover the cursor over an image.
     • Zoom Box Height
       This is the height, in pixels, at which the zoom window appears on the Models page when you hover the cursor over an image.
2. Click Save to continue.

You can enable Google Analytics from here and enter your Tracking ID.

1. The following settings are available:
   • Enable Google Analytics
     Check this box to enable the Google Analytics tracking script on your front-end website pages.
   • Tracking ID
     Enter your Google Analytics Tracking ID.
2. Click Save to continue.

The IRP has rich and powerful features for you to create and manage your product catalogue effortlessly. There are facilities to bulk import your product data and to manually create your products. The Import Products and Products topics guide you through whichever process you need to use to get your catalogue into your IRP.

Click Mark As Complete to continue.

If you have a current set of customers who you want to add to the IRP, you can do so by using the Customer Import feature. Refer to the IRP Knowledge Base Import Customers topic for more information on how to add your current customers to your IRP.

Click Mark As Complete to continue.

If you have a current set of email addresses that you want to add to the IRP's mailing list, you can do by using the Mailing List Import feature. Refer to the IRP Knowledge Base Import Mailing List topic for more information on how to add your current mailing list to your IRP.

Click Mark As Complete to continue.

You will see a message if you have not completed some of the steps in the setup program. You can click any of the links to return to any steps that you have missed.

You can always come back later to finish it, or if you are happy that you can finish the steps on your own using the main IRP Admin, you can click the Close Setup Forever button and hide the IRP Setup Wizard from now on.