Description

Introduction

Optimizely Commerce for Business Users is a hands-on training program designed for marketing teams, merchandisers, eCommerce managers, content editors, and business stakeholders who manage and optimize digital commerce experiences without deep technical involvement.

This course empowers business users to confidently manage product catalogs, pricing, promotions, personalization, content, customer segments, and performance reporting within the Optimizely Commerce platform. Participants will learn how to drive revenue growth, improve customer experiences, and execute campaigns efficiently using built-in business tools.

By the end of the training, learners will be able to independently manage day-to-day commerce operations and collaborate effectively with technical teams.

Prerequisites

1. Basic understanding of eCommerce concepts (products, pricing, promotions, carts, orders)
2. Familiarity with digital marketing fundamentals
3. Experience working with CMS or web-based platforms (preferred but not mandatory)
4. Understanding of B2B and/or B2C commerce models (beneficial)

Ideal Audience:

1. eCommerce Managers
2. Digital Marketing Managers
3. Product Managers
4. Content Editors
5. Merchandisers
6. Business Analysts
7. Sales Operations Teams

Table of Contents

Module 1: Introduction to Optimizely Commerce

1. Overview of the Optimizely Commerce ecosystem
2. B2B vs B2C capabilities
3. Understanding the Commerce admin interface
4. Roles & permissions for business users

Module 2: Catalog & Product Management

1. Product structure and catalog hierarchy
2. Managing categories and variants
3. Creating and updating products
4. Product attributes and specifications
5. Inventory management basics
6. Bulk import/export overview

Module 3: Pricing & Promotions

1. Price lists and customer-specific pricing
2. Tiered pricing and contract pricing (B2B)
3. Creating discount campaigns
4. Coupon codes and promotional rules
5. Scheduling promotions
6. Testing promotions before publishing

Module 4: Content & Merchandising

1. Managing product content
2. SEO optimization within Optimizely
3. Cross-sell and up-sell configuration
4. Product recommendations basics
5. Landing page creation for campaigns
6. Managing banners and featured products

Module 5: Customer & Account Management

1. Customer groups and segmentation
2. Managing B2B company accounts
3. User roles within customer organizations
4. Viewing customer profiles
5. Handling customer-specific catalogs

Module 6: Order Management

1. Order lifecycle overview
2. Viewing and managing orders
3. Returns and refunds process
4. Order status workflows
5. Managing quotes (B2B scenarios)

Module 7: Personalization & Experimentation

1. Introduction to personalization capabilities
2. Creating audience segments
3. Running A/B tests overview
4. Personalizing product recommendations
5. Campaign targeting basics

Module 8: Search & Navigation Optimization

1. Managing search settings
2. Boosting products
3. Synonyms and search tuning
4. Faceted navigation management
5. Improving product discoverability

Module 9: Analytics & Reporting

1. Commerce performance dashboards
2. Sales reports and KPIs
3. Customer behavior insights
4. Campaign performance tracking
5. Exporting reports

Module 10: Governance & Best Practices

1. Publishing workflows
2. Approval processes
3. Managing staging vs production
4. Collaboration with developers
5. Common mistakes and optimization tips