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Insite Campus

Kickstart Your Customer Journey

Insite’s team of experienced trainers and subject matter experts provide high-quality courses for end users, developers, and everyone in-between. Each role in your organization requires unique training to make the best possible commerce decisions for their department and their employees. With Insite’s Knowledge and Learning team, our promise is to set you up with the best training and certification options, every time. At this time, InsiteCommerce Certification is available for Developer users.

Courses

What kind of user are you? Insite Campus has unique courses for everyone involved in the complex industry that is B2B. Learn more about how you can get the most out of your investment in InsiteCommerce.

InsiteCommerce Cloud for End Users

Course Description

InsiteCommerce Cloud for End Users is an OnDemand End User course created for general InsiteCommerce users. This course focuses on the skills necessary to manage websites created using the InsiteCommerce platform, and includes best practices and methodologies to configure, manage, and implement base platform features. In this course, users gain the knowledge and skills they need to ensure their site is well-tailored to their company’s needs.

 

Outline

Chapter 1: Admin Console Basics

  • Navigation Overview
  • Import/Export
  • Settings
  • Localization
  • Multisite

Chapter 2: Users and Site Security

  • Users and Security Overview
  • Console User Creation
  • Website User Creation
  • Password Management
  • Site Security Configuration

Chapter 3: Customers

  • Customers Overview
  • User Assignment
  • Restricted Websites

Chapter 4: Catalog

  • Taxonomy Strategy
  • Categories
  • Products
  • Assign Products to Categories
  • Attributes
  • Variant Products
  • Product Configurations
  • Cross Sells

Chapter 5: Product Configuration

  • Product Restrictions
  • Discontinued and Replacement Products
  • Alternate Units of Measure
  • Warehouses
  • Inventory Management

Chapter 6: Orders and Shipping

  • Order Review and Management
  • Shipping Engine
  • Payment Methods
  • Quick Order
  • Order Upload
  • Requisitions
  • Request for Quote

Chapter 7: My Account

  • Remember Me
  • Dashboard Messages
  • Order History
  • Wishlists
  • User Administration
  • Budget Management

Chapter 8: Promotions

  • Promotions Overview
  • Promotions Rules
  • Promotions Results

Chapter 9: Content Management System (CMS)

  • Content Management System Overview
  • CMS Controls
  • Dynamic Product Recommendations
  • Customer Segments
  • Contextual Content
  • Page Templates
  • Page Variants
  • A/B Testing

Chapter 10: Elasticsearch

  • Elasticsearch Overview
  • Search Autocomplete
 

Access

To access or purchase the InsiteCommerce Cloud for End Users OnDemand course, please contact your Customer Success Director.

InsiteCommerce Cloud for Marketers

Course Description

InsiteCommerce Cloud for Marketers is an OnDemand End User course created specifically for marketing users.  This course provides marketing users with the tools they need to create and manage marketing content on the commerce site, as well as create and manage promotions, customer segments, search/SEO options, and much more.  With expanded walkthroughs and additional use cases, marketing users will be well-equipped for their discovery process and be able to answer key business questions as implementation begins.

This course is offered as an alternate to the InsiteCommerce Cloud for End Users course.  Users may take both courses, but it is not required.

Outline

Chapter 1: Admin Console Basics

  • Basic Navigation
  • Import/Export
  • Library
  • Multisite
  • Translation Dictionary
  • Site Messages

Chapter 2: Marketing Roles

  • Content Management Roles
  • Add a Console User
  • Custom Roles

Chapter 3: Promotions

  • Promotions Overview
  • Promotions Rules
  • Promotions Results
  • Display Promotional Incentives on the Website
  • Itemized Discounts and Promotions

Chapter 4: Personas

  • Customer Segments
  • Customer Segments and Contextual Content
  • Dynamic Product Recommendations

Chapter 5: CMS

  • Content Management System Overview
  • Themes
  • CMS Controls
  • Pages
  • Widgets
  • Predefined Content Pages
  • Header and Footer
  • Publishing
  • Language Translation in the CMS
  • Device-Specific Contextual Content
  • Language-Specific Contextual Content
  • Page Templates
  • Page Variants
  • A/B Testing
  • Location Finder

Chapter 6: Elasticsearch

  • Elasticsearch Configurations
  • Search Autocomplete
  • Product Metadata
  • Search Engine Optimization (SEO) and the Site Map
  • InsiteCommerce Portal

Access

To access or purchase the InsiteCommerce Cloud for Marketers OnDemand course, please contact your Customer Success Director.

InsiteCommerce for Developers

Course Description

The course focuses on the skills necessary for implementing the InsiteCommerce platform. This course describes best practices and methodologies to configure and customize InsiteCommerce. In this course, experienced .NET developers gain the knowledge and skills they need to develop InsiteCommerce applications with the Microsoft .NET Framework 4.5. InsiteCommerce is the leading .NET commerce platform, built to meet the ever-changing demands of business and commerce. InsiteCommerce takes business-to-business (B2B) digital commerce to the next level with its scalable, robust architecture and deep integration capabilities.

Pre-Requisites

  • Experienced ASP.NET MVC developer with real-world experience.
  • Understands common design patterns including Chain of Responsibility, Repository, Unit of Work, and more.
  • Completed at least one (1) InsiteCommerce for End Users course.

 

Outline

Chapter 1: Introduction to InsiteCommerce

  • Features
  • Technology
  • InsiteCommerce Cloud
  • Visual Studio Solution
  • Developer Setup

 

Chapter 2: Themes

  • Theme Implementation Strategy
  • Theme Basics
  • Files and Folders
  • Client-Side Extensions

 

Chapter 3: Server-Side Extensions

  • Handlers
  • Pipelines
  • Plugins
  • Rules Engine
  • Mappers

 

Chapter 4: Data Model

  • Basic Usage
  • Extending the Data Model
  • Performance Considerations
  • Settings
  • Data Migration

 

Chapter 5: API

  • API-centric Approach
  • Storefront API
  • Admin API

 

Chapter 6: Security

  • Setup
  • Single Sign On (SSO)
  • Application Dictionary

 

Chapter 7: Content Management System (CMS)

  • Web Content Management
  • Widgets and Pages

 

Chapter 8: InsiteCommerce Search

  • Getting Started
  • Search Extensibility

 

Chapter 9: Integration

  • Technology Overview
  • Windows Integration Service
  • Infrastructure and Configuration
  • Development of InsiteCommerce Integration
  • Integration Use Cases

 

Chapter 10: Upgrades and Deployments

  • Upgrading
  • Performance and Scaling
  • Deployment

 

Access

To access or purchase the InsiteCommerce Cloud for Developers OnDemand course, please contact your Customer Success Director.

InsiteCommerce for Technical Users

Course Description

InsiteCommerce Cloud for Technical Users is an OnDemand course created specifically for users with some technical experience, but who are not developers.  This course focuses on the skills necessary to manage websites created using the InsiteCommerce platform, and describes best practices and methodologies to configure, manage, and implement base platform features.

Technical Users are also encouraged to take the InsiteCommerce for End Users course to gain a fully-comprehensive view of InsiteCommerce out-of-the-box.

 

Outline

Chapter 1: Introduction to InsiteCommerce

  • Features
  • Technology
  • InsiteCommerce Cloud
  • Visual Studio Solution
  • Developer Setup

Chapter 2: Themes

  • Theme Implementation Strategy
  • Theme Basics
  • Files and Folders
  • Client-Side Extensions

Chapter 3: Security

  • Setup
  • Single Sign On (SSO)
  • Application Dictionary

Chapter 4: Content Management System (CMS)

  • Web Content Management
  • Widgets and Pages

Chapter 5: Integration

  • Technology Overview
  • Windows Integration Service
  • Infrastructure and Configuration
  • Development of InsiteCommerce Integration
  • Integration Use Cases

Chapter 6: Upgrades and Deployments

  • Upgrading
  • Performance and Scaling
  • Deployment

 

Access

To access or purchase the InsiteCommerce Cloud for Technical Users OnDemand course, please contact your Customer Success Director.

InsitePortfolio for Account Admin

Course Description

This course focuses on the skills necessary for comprehensive Account Admin knowledge of the base InsitePortfolio platform.  This course describes best practices and methodologies to utilize the core functionality of the platform to meet business needs, as well as introduces optional configurations to expand the user experience.  For device-specific training, please contact your Customer Success Director.

Chapter 1: InsitePortfolio Basics

  • InsitePortfolio Terminology and Structure
  • Supported Browsers

Chapter 2: Configuring InsitePortfolio

  • Account Settings
  • Session Expiration
  • Offline Access
  • Connected Apps
  • My Portfolio
  • Branding
  • Thumbnail Library
  • Admin Dashboard
  • Custom Fields
  • Send Content Feedback
  • Custom Email Settings

 

Chapter 3: Curating InsitePortfolio

  • Create a Portfolio/Collection/Section
  • Add Items
  • Share External Link
  • Office Files
  • Publishing
  • Email Templates
  • Create Users
  • Create Groups

Chapter 4: Evaluating InsitePortfolio

  • Reports

Chapter 5: Maintain InsitePortfolio

  • Delete Portfolios/Collections/Sections
  • Edit Content Items
  • Edit Users and Groups

Chapter 6: Experience InsitePortfolio – InsitePortfolio in the Web Presenter

  • My Profile
  • My Preferences
  • Navigation
  • Playlists
  • Sharing

Access

To access or purchase the InsitePortfolio for Account Admins OnDemand course, please contact your Customer Success Director.

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Manufacturing and distribution companies know that the true value of digital commerce is the ability to make it easier for your customers to do business with you. The B2B buyer is often responsible for purchasing products from one to many vendors or product types

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