Description

Introduction

Getting Started with Optimizely Configured Commerce is a foundational training program designed to help professionals understand, configure, and manage B2B digital commerce solutions using Optimizely’s enterprise platform.

This course introduces participants to the architecture, core capabilities, and business workflows of Optimizely Configured Commerce. Learners will explore catalog management, pricing, customer hierarchies, CMS integration, personalization, and order workflows—enabling them to confidently support B2B eCommerce implementations.

By the end of this training, participants will be able to navigate the platform, configure essential features, and understand how Configured Commerce supports digital transformation initiatives for manufacturers, distributors, and wholesalers.

Prerequisites:

1. Basic understanding of B2B eCommerce concepts
2. Familiarity with web technologies and digital platforms
3. Basic knowledge of ERP integrations (recommended but not mandatory)
4. Understanding of business processes such as catalog management, pricing, and order workflows
5. No prior hands-on experience with Optimizely Configured Commerce required (beginner-friendly)

Table of Contents

Module 1: Introduction to Optimizely Configured Commerce

1. Overview of the Optimizely Digital Experience Platform
2. Understanding B2B Commerce Capabilities
3. Key Features of Configured Commerce
4. Architecture Overview

Module 2: Platform Navigation & Administration

1. Admin Console Overview
2. User Roles & Permissions
3. Website Configuration Basics
4. Multi-site & Multi-language Setup

Module 3: Product & Catalog Management

1. Creating and Managing Product Catalogs
2. Product Attributes & Specifications
3. Category Hierarchies
4. Product Images & Digital Assets
5. Bulk Upload & Data Management

Module 4: Pricing & Customer-Specific Configurations

1. Customer & Account Hierarchies
2. Contract Pricing & Promotions
3. Real-Time Pricing Integration
4. Personalized Catalog Experiences

Module 5: Content Management & CMS Integration

1. Managing Pages & Content Blocks
2. Content Personalization
3. Landing Pages & Campaign Pages
4. SEO & Metadata Management

Module 6: Order Management & Checkout Workflow

1. Shopping Cart Configuration
2. Checkout Process Customization
3. Payment Methods & Shipping Options
4. Order Approval Workflows
5. Order History & Reordering

Module 7: Integration Fundamentals

1. ERP Integration Overview
2. APIs & Web Services
3. Data Synchronization
4. Real-Time vs Batch Integration

Module 8: Search, Merchandising & Personalization

1. Search Configuration
2. Faceted Navigation
3. Product Recommendations
4. Campaign & Promotion Management

Module 9: Analytics & Reporting

1. Commerce Analytics Dashboard
2. Customer Insights
3. Conversion Tracking
4. Performance Monitoring

Module 10: Best Practices & Implementation Strategy

1. B2B Commerce Implementation Lifecycle
2. Governance & Change Management
3. Performance Optimization
4. Common Pitfalls & Troubleshooting