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Volusion Toolbar

 

When you log into your Admin Area you'll be able to see a Volusion Toolbar fixed at the top of every page. Any time you're viewing your storefront while logged in with an admin account, if you have not upgraded to Site Designer, you'll see a blue box with an arrow on the right side of the screen. Clicking that blue box will open the Volusion Toolbar.

Please note that the Volusion Toolbar on the storefront is not available for merchants on Site Designer. All of the functionality from the storefront toolbar has moved into the Site Designer feature.

Admin Area

When viewing your Admin Area, the Volusion Toolbar will always appear above the main navigation menu. Note that this feature cannot be turned off, and will always display when you are logged in to the admin area.

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Volusion Icon

Click the Volusion icon on the far left to return to your store's main Dashboard page at any time.

Orders

Hovering your cursor over the Orders menu provides access to Process Orders, Phone Orders, Recurring Billing, Returns/RMAs,  Point of Sale, and Abandoned/Live Carts.

Customers

Hovering your cursor over the Customers menu provides access to your CRM System, Accounts, Customer Reviews, Administrators, Admin History, and your own Knowledge Base.

Inventory

Hovering your cursor over the Inventory menu provides access to Categories, Products, Options, Import/Export, Volusion API, Vendors, Purchase Orders, Receiving, Product Key Distribution. and Warehouses.

Marketing

Hovering your cursor over the Marketing menu provides access to Google Customer Reviews, the ability to Sell on Google, Deal of the Day, Coupons/Discounts, MyRewards, Newsletters, Gift Certificates, SEO, Affiliates, and In-stock Requests.

If you have not upgraded to Site Designer you will also see the option to set up Nav Menu Promotions.

Design

When you have Site Designer, hovering your cursor over the Design menu provides access to your stores Logos, Site Content, Site Designer, Page Text, Email Templates, Product Display Settings, and reCAPTCHA.

If you have not upgraded to Site Designer, the Site Designer feature is replaced by access to the Themes, Navigation Menu, File Editor, and Homepage Slideshow pages.

Reports

Hovering your cursor over the Reports menu will provide you access to Reporting, ROI Tracking, Affiliate Stats, an your Search Terms.

Settings

Hovering your cursor over the Settings menu will provide access to your Company info, Checkout, Shipping, Tax, Avalara Tax, Payment, Currency, IP Firewall, Config Variables, Custom Fields, and Maintenance.

Publish

When the Enable Immediate Publish config variable is disabled, changes made in the Design tab are not automatically pushed to your storefront. Instead, a Publish button will appear on the right side of the Admin Area navigation menu whenever you have pending changes. Click it to push your updates live.

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Visit Settings > Config Variables to find and enable immediate publishing to your storefront (this will eliminate the need for the Publish button, since all changes will go live on your storefront immediately).

Feedback

Clicking Feedback will bring you to the Volusion feedback portal that allows you to suggest improvements to the platform and up-vote anyone else's idea.

Get Help

Clicking on Get Help will bring you to help.volusion.com

Account  Information

Hovering your cursor over the circle that contains your accounts initials provides access to your Support PIN, Messages, a link to My.Volusion, My Profile which brings you to your admin account in the store, and a Log out link.

View Store

All the way to the right of the toolbar is a square with an arrow in it. Clicking on that icon will open a new tab/window that brings you to your storefront.

 

Storefront

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When viewing your storefront, you'll see a collapsed version of the Volusion Toolbar, represented by an arrow icon on the right side of the page. Click the arrow icon to expose additional editing tools; a new panel will appear on the right side of the page. Clicking the arrow again will hide the panel.

If you're on a storefront page that contains editable article content, you can use the Content Builder to make changes. If the page you're viewing doesn't contain any articles, you'll see a message that the Content Builder is disabled for that page.

Additional Tools

When you click to expand the storefront editing panel, you'll see several options near the top: a Volusion icon that will bring you back to your admin area, a three-dot actions menu to expose more tools, and an Edit toggle to enable and disable storefront editing.

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Hover over the three-dot icon to expose a drop-down menu with quick links to the Admin Area pages most relevant to the storefront page you're viewing. If you're viewing a category page, for example, you'll see a link to directly edit the category (This Category) or view and edit the list of products applied to that category (Products). Options on this dropdown can vary depending on the page being viewed.

You'll also see your customer support pin, along with quick links to your Dashboard, My.Volusion account pages and a Log out link.

The Edit switch activates the storefront editing functionality for certain text articles and image elements on the page.

Editing Images

If you're viewing an article page, you can swap and edit images using the Content Builder.

If you want to edit theme-based images on the page, such as buttons, first make sure that the Edit switch is enabled in the storefront toolbar. Next, hover over the button you want to replace and click Edit. In the Image Swap window that appears, you can browse your computer for a file and click Upload, or you can drag and drop a new image into the window. Note that any image you upload here must be a .gif file type.

For more ways to edit text and images on your store, see "How to Use the Easy Editor".

Editing Page Text

Whenever the Edit switch is enabled in the storefront toolbar, you can modify certain page text directly from your storefront. Hover over the text you want to change for all areas on the storefront. Once you see the area outlined in blue, click Edit. You'll know that you're ready to edit the content once you see the blue dotted line appear around the content area.

For individual Page Text values on the storefront, a blue dotted line will appear around the words you've chosen to edit. Once you've made changes to the text, click the check mark to save the changes. If you don't want to save the changes, click the "x" to cancel editing.

In some cases, the text you're editing may also have formatting applied. If the text is formatted (for example, if inline tags are in place to make the text bold or a different color), you'll see a pop up message with a link to edit the text in your Admin Area in order to preserve formatting. If you don't need to retain formatting, you can still edit the text by typing directly into the outlined editable region.

Some Page Text values include dynamic variables as part of the editable text. In these cases, hovering over the text will produce a popup with a direct link to the specific Page Text ID in your Admin Area.

You can add or remove variables that are part of a Page Text value, but note that altering them may remove functionality. To see the intended function of a Page Text variable, click the tool tip for more information. The tool tip also shows the default text and variable(s) for that Page Text value, in case you need to revert.

Editing Article Text

If the text you want to modify is contained in an article, you can use the Content Builder to make changes. If the Content Builder is unavailable for the article you're viewing, you'll see a message with a direct link to edit the content in your Admin Area.

From the Admin Area, you can use the Easy Editor. to:

  • Edit the article text, including font, size, and color.

  • Edit the raw code for the article text by clicking the HTML icon in the Easy Editor toolbar.

  • Add hyperlinks to text by clicking the Link icon in the Easy Editor toolbar.

  • Insert images by clicking the Insert Image icon in the Easy Editor toolbar.

Click Save to make your text changes live on the storefront, or click Cancel to discard your changes.