A. Choosing the right Magento 2 Hosting.
1. Choose an optimized Magento 2 hosting
Choosing the best web hosting for your needs is one of the key components to having a successful online business, especially when your business is running on Magento 2. The article below may help you make the best decision when choosing your hosting partner.
https://support.weltpixel.com/hc/en-us/articles/115004433688-Choosing-the-right-Magento-2-hosting
B. Magento 2 Installation.
2. Install Magento 2 (optional)
Usually, hosting providers already offer you a pre-installed Magento 2 environment or can help on demand. If not, the article below can guide you through installing Magneto 2 via SSH.
C. Pearl Theme Installation.
3. Install Pearl Theme for Magento 2
D. Magento Catalog Configuration.
4. Add / import products and categories to your Magento 2 store
Add products and categories to your Magento catalog. The official Magento documentation describes this in detail, for each product type in the documentation listed below.
https://docs.magento.com/m2/ce/user_guide/catalog.html
NOTE: Add a few products and categories before continuing with your design implementation so you can have a good view of your category and product page layout implementation, and to be able to observe changes in real time as you configure the theme options from the Magento admin.
E. Design Configuration using the Pearl Theme.
5. Set the page width for different sections of your store.
You can use a different page width for your store. For example, the homepage can use a full width configuration while category, product page and default pages can used a max-width of 1400px. Depending on your design requirements you can configure this by following the article below.
6. Header setup. Choose the header version. Upload the logo.
a. Select the header style ( V1 / V2 / V3 / V4 ). Demo here: pearl.weltpixel.com
You can choose between 4 types of headers, and customize the look and feel of the header by using a multitude of design options directly from the Magento admin:
- Top / Middle Header Background Color
- Top / Middle Header Link Color
- Sticky Header with separate settings for desktop and mobile
- Header icons settings
- and others..
b. Upload your logo and make the store use your own branding
c. Set up a Global promo message if needed or a message that your store is only a demo for the time being.
7. Search design (header) and Ajax Search results
The Pearl Theme provides an out of the box flexible design for both header and Ajax search results:
a. Header Search Design
- Header Search Version 1 ( default Magento search)
- Header Search Version 2
b. Ajax Search Results Design
- Ajax Search results Version 1
- Ajax Search results Version 2 - White - Horizontal results
- Ajax Search results Version 2 - Black - Vertical results
More details about setting up the search design and Ajax search results can be found at the link below.
8. Mega Menu configuration
Demo here: pearl.weltpixel.com
The WeltPixel Mega Menu extension is included in the Theme Pack. This functionality helps merchants create a better looking and professional Magento 2 navigation menu easily without technical skills. Categories can be presented in multiple formats in order to fit each category structure and provide a better navigation experience for the end user.
a. MegaMenu setup - default, sectioned, boxed, full-width
b. Setup mobile menu breakpoints using Mega Menu admin settings.
9. Setup Footer version / logo / links
a. Select footer version ( V1 / V2 / V3 / V4)
b. Set up Pre-footer
Demo here: pearl.weltpixel.com
10. Build your homepage layout using Pearl Theme elements
- Setup / change homepage. All page demos here: pearl.weltpixel.com
- Homepage customization. Change content, text, images
- Setup sliders and OWL Carousels (optional)
https://www.weltpixel.com/owl-carousel-and-slider.html
- Integrate with Instagram (optional)
Showcase Instagram pictures anywhere in your store.
https://www.weltpixel.com/instagram-widget-advanced-for-magento-2.html
- Combine sections from different homepages (optional)
- Insert additional theme features to the homepage or any other page (optional)
11. Setup category page layout
- Image hover details setup (select elements to show up when hovering over the product)
- Category Page grid setup ( set 2/3/4/5 products per row)
- Toolbar and pagination setup
- Show/hide elements on category items ( both hover and non-hover)
- Quick View functionality on Category Page (Design V1 / V2)
12. Set up Product Page layout
Demo here: pearl.weltpixel.com
- Product page Gallery and Info layout (v1,2,3,4, custom)
- Product page tabs and accordion setup
- Product Page carousel setup by following the OWL Carousel User Guide
https://www.weltpixel.com/owl-carousel-and-slider.html
13. Store identity / Other store settings
- Set up Button colors and store colors
- Set up Store fonts
- Set up store links
- Ratings Color
- Set up breadcrumbs
- Back to top button
14. Contact Page configuration. Edit contact information.
The Pearl Theme provides 2 contact page designs out of the box:
- Contact Page V1 ( default Magento)
- Contact Page V2 ( Weltpixel contact page)
15. Custom Thank you page configuration
The Custom Thank You Page Extension is part of the Pearl Theme Pack.
WeltPixel Custom Thank You Page for Magento 2 allows merchants to take full control of their Thank You Page and add new elements like Newsletter subscription and custom blocks with relevant information for customers. The new modern responsive design as well as enhanced control over each page element offers great utility and a new way to connect with and inform your final customers.
You can easily configure this functionality by following the guide from the extension page below.
https://www.weltpixel.com/custom-checkout-thank-you-page.html
16. Set up Store emails
a. Using the WeltPixel Enhanced Email Extension (Professional Pack only)
Enhanced Emails for Magento 2 is part of the the Pearl Theme Professional Pack You only need to configure it. This extension provides a Powerful Magento Email Template Editor with Gmail markup support, fully responsive emails, and rich design options to fully customize your transactional emails with only a few clicks.
https://www.weltpixel.com/magento-2-email-template-editor-with-gmail-markup-support.html
b. Using Default Magento emails
https://docs.magento.com/m2/ce/user_guide/configuration/sales/sales-emails.html
F. Store Performance and SEO.
17. Set up an advanced sitemap for your Magento 2 store
The Google XML Sitemap module is part of Pearl Theme pack, you only need to configure it. By using the included extension you can dynamically generate XML sitemaps and help search engines crawl and index your store faster.
Google has specific rules for sitemap generation. It is useful to have your XML sitemaps built automatically with the help of the Google XML Sitemap for Magento 2 extension in order to meet all search engine requirements. Faster indexing of new pages shortens the time your new products take to appear in Google.
This extension helps you gain granular control over your Magento 2 sitemap by allowing you to control visibility in the sitemap for each Product, Category and CMS page. It also allows you to add custom URLs into the sitemap, that are not included with the default Magento sitemap, with full control over attributes like store-view, priority, change frequency and update date.
By using this extension you can dynamically exclude Products, Categories and Pages from the sitemap that you do not want to be indexed by search engines but are still required in your store.
18. Set up Rich Snippets to improve your SEO score and visibility in search engines
The Rich Snippets Extension is part of the Pearl Theme Pack, you only need to configure it.
With the help of this extension you will boost your online store SEO, improve usability and attract more customers by adding Rich Snippets for Google Search, Facebook Open Graph, Twitter Cards and Pinterest Rich Pins.
19. Use an Ajax Layered Navigation with Multi-Select to improve customer experience
The Layered Navigation Extension is part of the Pearl Theme Pack, you only need to configure it.
Layered Navigation is a tool for narrowing down the displayed product list within a category by specifying one or more product attributes (e.g., narrowing the 750 products in the “Clothing” category by size, color, material, cut, etc). Multiple filters can be combined by the user to meet some very specific needs (e.g., “color: black,” “price: $19.99 - $49.99,” “waist size: 32,” and “length size: 34”). Customers that use the filters usually convert at a much higher rate as they are able to find exactly what they are looking for in a matter of seconds.
You can configure the extension by following the guide below:
20. Use Ajax Infinite Scroll or Ajax pagination to improve user navigation
The Ajax Catalog Extension is part of the Pearl Theme Pack, you only need to configure it. With the use of this extension you will help your customers explore more content and reduce website friction with Ajax Infinite Scroll and Ajax pagination.
21. Use a Lazy Loading functionality to improve the image loading in your store.
The Lazy Loading Extension is part of Pearl Theme Pack, and can easily be configured to work with your store and improve user experience and store speed.
Lazy Loading Enhanced for Magento 2 highly improves the page loading time by only loading page and product images as the user scrolls down the page. Fully integrated with default Magento 2 functionality, lazy loading is applied to listing pages, search pages, product pages, including related, up sell and cross sell products.
The link below provides you the necessary details to configure the extension.
https://www.weltpixel.com/magento-2-lazy-load-product-extension.html
G. Enhanced Analytics. Google Tag Manager.
22. Google Tag Manager Setup
Google Analytics Enhanced Ecommerce for Magento 2 is part of the theme package and allows you to get full Enhanced Ecommerce tracking implemented within minutes so you can start gathering valuable data and take data driven decisions.
By following the documentation below, you will be able to set up this extension and your Google Tag Manager account for advanced tracking.
H. Store setup configuration.
23. Set up country
https://docs.magento.com/m2/ce/user_guide/stores/country-options.html
24. Set up state
https://docs.magento.com/m2/ce/user_guide/stores/state-options.html
25. Set up locale/languages - translate article
https://docs.magento.com/m2/ce/user_guide/stores/locale-options.html
26. Set up store information
https://docs.magento.com/m2/ce/user_guide/stores/store-information.html
27. Set up currency
https://docs.magento.com/m2/ce/user_guide/stores/currency.html
28. Set up email addresses
https://docs.magento.com/m2/ce/user_guide/stores/store-email-addresses.html
29. Set up taxes
https://docs.magento.com/m2/ce/user_guide/tax/tax-settings-general.html
30. Set up shipping origin
https://docs.magento.com/m2/ce/user_guide/shipping/point-of-origin.html
31. Set up shipping methods / rates
https://docs.magento.com/m2/ce/user_guide/shipping/methods-basic.html
32. Set up payment methods
https://docs.magento.com/m2/ce/user_guide/payment/payment-methods.html
33. Set up your favicon
https://docs.magento.com/m2/ce/user_guide/design/favicon.html
34. Set up a Welcome message
https://docs.magento.com/m2/ce/user_guide/design/welcome-message.html
35. Set up Copyright Notice
https://docs.magento.com/m2/ce/user_guide/design/copyright-notice.html
I. Speed Optimizations.
36. Disable unused extensions and Design Elements that come with the Pearl Theme. Implement Advanced Bundling using Speed Optimization module included in Pearl Theme.
37. Improve Magneto 2 speed by following the guide below.
J. Extra features.
38. Multi-Store, Multi-Brand functionality
The Multi-store, Multi-Brand Extension is already part of Pearl Theme Pack. It allows you to show different Brands or Languages in the header of your store, while offering the possibility to navigate between these store-views.
This flexible solution enables the merchant to display the store-view Brands or Languages in the header of each store, offering the end user an omnichannel experience while purchasing on the website. The end user will be able to purchase from any store-view and checkout with the same account.
In case you need this functionality in your project, you can easily configure this extension by following the guide from the product page.
https://www.weltpixel.com/multi-store-multi-brand-language-magento-2.html
See also:
- How to set up websites, stores, store views in Magento 2:
https://docs.magento.com/m2/ce/user_guide/stores/websites-stores-views.html
- Set up child themes for each store-view when using the Pearl Theme with a Multi-store configuration.
39. Smart Product Tabs - add new tabs in product pages based on product attributes
The Smart Product Tabs Extension is part of the Pearl Theme Pack. In case you need this functionality you only need to configure it by following the guide from product page.
Deliver an excellent browsing experience for your customers by dynamically showing custom blocks (new tabs on product page) based on product attribute options.
This extension for Magento 2 gives you custom control over your product page tabs and their dynamic content. You can configure product tabs to display custom content based on product attribute values using specific static blocks, without the need to touch any code.
Default Magento doesn't give you proper control over your product tabs and corresponding content, making product page content customization extremely limited. Smart Product Tabs allows you to show new tabs, based on the value of dropdown attributes. You can create Smart Tabs directly from the Magento admin and when visibility conditions are met, the tabs containing the specific block will be displayed in the frontend as a new tab on the product page.
This will help dynamically show specific product information only for certain products, based on material, size-chart, country of manufacture, man/woman, price, promotion, product features etc... Applicability of this functionality is broad, and can be adapted to any business model in order to increase store usability.
https://www.weltpixel.com/smart-product-tabs.html
40. Integrate your Magento 2 store with your Instagram account
Showcase Instagram pictures anywhere in your store.
The Instagram Widget Extension is part of the Pearl Theme Pack. In case you need this functionality, you only need to configure it by following the guide from the product page.
https://www.weltpixel.com/instagram-widget-advanced-for-magento-2.html
41. CMS Block Scheduler (Professional Pack)
Automate content in your Magento 2 store.
CMS Block Scheduler is part of the Pearl Theme Professional Pack. In case you need this functionality, you only need to configure it by following the guide from the product page.
This extension for Magento 2 is a powerful solution to manage, display and target the content presented to customers with only a couple of clicks. By using this extension you will enhance and extend default functionality of Magento CMS blocks and you will be able to schedule and target visibility of blocks, banners, promotions and events, or any content visibility you need automated, ahead of time.
https://www.weltpixel.com/magento2-cms-block-scheduler.html
42. Full Page Scroll - create great presentation pages in your Magento 2 store
The Full Page Scroll Extension is part of the Pearl Theme Professional Pack. In case you need this functionality, you only need to configure it by following the guide from the product page.
Full Page Scroll is a simple and easy to use extension that allows users to create full page scrolling on CMS pages. The extension also allows adding landscape sliders inside the sections by defining one CMS block for each section. This functionality is useful for creating great presentation pages.
https://www.weltpixel.com/full-page-scroll-for-magento-2.html
43. Quick Cart - reduce checkout steps to a minimum and increase conversion
The Enhanced Quick Cart Extension is included the in Pearl Theme Pack. In case you need this functionality, you only need to configure it by following the guide from the product page.
This extensions takes the mini cart to a whole new level. The modern responsive design combined with conversion oriented features offer the customer the ultimate shopping experience by allowing cart summary review in one glance without leaving the shopping page.
The checkout steps are reduced to minimum and conversion rate is improved as the user goes directly to checkout without the need to visit the cart page.
https://www.weltpixel.com/magento-2-quick-cart-checkout.html
K. You may also consider the points below.
44. How to debug potential conflicts with 3rd party extensions
45. How to check product versions
46. How to upgrade the Pearl Theme to the latest version
47. How to upgrade Magento to a newer version and install the latest security patches
48. Theme Customization
In case you need to customize the Pearl Theme or Magento to match your project requirements, we will provide a few examples on how you can extend functionality and make adjustments for .css / .xml / .phtml / .js files in Magento 2 at the link below.
49. How to insert a CMS block in different sections of your store using a Magento widget
50. Store Maintenance and Custom Development
WeltPixel, in collaboration with industry leading Magento Technology Partners, takes care of the 360 view of every merchant. We take care of the design, development, hosting, email integration, payment processing, fraud detection, paid marketing feed management and analysis. At the core of this solution are Magento Commerce and Open Source Editions.
https://www.weltpixel.com/magento-migration/magento-development.html
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