Description

Introduction

Optimizely Configured Commerce Fundamentals is a comprehensive foundational training designed to equip professionals with the knowledge and practical skills required to implement, manage, and optimize B2B digital commerce solutions using Optimizely Configured Commerce (formerly InsiteCommerce).

This course provides a structured understanding of the platform architecture, core modules, content and catalog management, pricing structures, personalization capabilities, integrations, and administrative controls. Participants will gain hands-on exposure to real-world B2B commerce scenarios including product configuration, customer segmentation, workflow automation, and ERP integrations.

By the end of this training, learners will be able to confidently navigate the platform, configure essential features, and support business teams in delivering seamless digital commerce experiences.

Prerequisites

1. Basic understanding of B2B eCommerce concepts
2. Familiarity with web technologies (HTML, basic APIs, CMS concepts)
3. Basic knowledge of ERP and CRM systems
4. Understanding of digital marketing and product catalog structures
5. Prior exposure to Optimizely Commerce or similar platforms

Table of Contents

Module 1: Introduction to Optimizely Configured Commerce

1. Overview of the platform
2. B2B Commerce landscape and positioning
3. Key features and capabilities
4. Platform terminology and architecture
5. Role-based navigation overview

Module 2: Platform Architecture & Environment Setup

1. System architecture overview
2. Cloud deployment model
3. Admin console walkthrough
4. Multi-site & multi-language capabilities
5. Security and user roles

Module 3: Catalog & Product Management

1. Product structure and hierarchies
2. Product attributes and specifications
3. Category management
4. Pricing configuration
5. Inventory management basics
6. Bulk product imports

Module 4: Customer & Account Management

1. Customer types and segmentation
2. Account hierarchies
3. User roles and permissions
4. Approval workflows
5. Contract pricing & customer-specific catalogs

Module 5: CMS & Content Management

1. CMS dashboard overview
2. Page builder fundamentals
3. Managing content blocks and assets
4. SEO management
5. Personalization rules

Module 6: Search, Navigation & Merchandising

1. Search configuration
2. Faceted navigation
3. Boost & bury rules
4. Product recommendations
5. Promotions and discounts

Module 7: Orders, Checkout & Workflows

1. Cart configuration
2. Checkout customization
3. Payment & tax setup
4. Shipping configuration
5. Order approval workflows
6. Order lifecycle management

Module 8: Integrations & APIs

1. ERP integrations overview
2. REST API fundamentals
3. Middleware integration concepts
4. Real-time vs batch integrations
5. Third-party extensions

Module 9: Reporting & Analytics

1. Built-in reporting tools
2. Customer insights
3. Sales performance tracking
4. Integration with analytics platforms
5. KPI tracking for B2B commerce

Module 10: Performance, Security & Best Practices

1. Performance optimization strategies
2. Security configuration
3. Data governance
4. Role-based access control
5. Deployment best practices

Module 11: Hands-On Labs & Capstone Project

1. Configure a sample B2B storefront
2. Setup pricing and workflows
3. Integrate sample ERP data
4. Create promotional campaigns
5. Final implementation walkthrough