Conversion Rate Optimization Training

Syllabus of Conversion Rate Optimization Online Training Course

• 1. Introduction to Quote to Cash
• 2. Introduction to Conversion Rate Optimization, CPQ Background & Overview
• 3. Standard functional flow
• 4. Key Conversion Rate Optimization terminology.

• 1. To create a product (Standalone, Bundle and Option)
• 2. Manage Categories and Hierarchy Manager
• 3. Create Price List, Price List Item, Bundle, Options and Option Group
• 4. To create Bundles, Options and Option Groups
• 5. To associate Option Groups to a Bundle
• 6. Associating a Product to a Category Field Expression
• 7. Executing maintenance jobs
• 8. Adding product to a cart pageCreate a product attribute field
• 9. Product Attributes Overview
• 10. Creating a product attribute group
• 11. Linking Attribute Group to a Product
• 12. Product Attribute Rul
• 13. Executing maintenance jobs.

• 1. Create a product attribute field
• 2. Product Attributes Overview
• 3. Creating a product attribute group
• 4. Linking Attribute Group to a Product
• 5. Product Attribute Rule
• 6. Executing maintenance jobs.

• 1. Search Filters(CPQ)
• 2. Visibility Rules through Custom Classes
• 3. Run the Product Filter Criteria Maintenance
• 4. Configuring a Product Group
• 5. To create a product group
• 6. To add a product group member.

• 1. Price List Item
• 2. Price Matrix Terminology
• 3. Creating Price Dimension
• 4. Create condition base price matrix
• 5. How to create a Price Rule set
• 6. Creating a Price rule
• 7. Pricing Callback Class
• 8. Tiered Pricing
• 9. Related Pricing.

• 1. Creating Constraint Rule Header
• 2. Creating Constraint Rule Condition
• 3. Setting up Inclusion Rules
• 4. Setting up Exclusion Rules
• 5. Setting up Validation/Warning Rules
• 6. Translation of Custom Message
• 7. Creating Constraint Rule Action
• 8. Executing maintenance jobs.

• 1. Introduction to X-Author
• 2. Installing X-Author
• 3. Template Creation
• 4. Template Publish
• 5. Manage Template.

• 1. System Config Properties
• 2. Flow, Display Action, Cart Setting, Display Column.

• 1. Quote Life-cycle
• 2. Creating Quote/Proposal
• 3. Configure Product
• 4. Cart Finalization
• 5. Real time scenarios.

• 1. Validation Callback
• 2. Product Filter Callback
• 3. Pricing Callback Class
• 4. Asset Filter Callback
• 5. Display Action Callback.