Log in to your account.
Go to the Payments section.
Select Integrations to view available payment providers.
Stripe: Click Connect if you wish to use Stripe. This is the most popular and straightforward option for many users.
Other options: If you prefer PayPal, Square, Authorize.net, or MMI Gateways, you can select those instead. (Note: These may require separate setup steps, particularly if tied to a bank’s payment processing solution.)
If you’ve selected Stripe:
Click Connect with Stripe.
If you don’t already have a Stripe account, create one before proceeding.
If logged into Stripe, you’ll be prompted to select your account (most users will only have one account).
Click Connect to finalize the integration.
Once connected, you’ll see confirmation that Stripe is enabled.
You can manage your Stripe integration by clicking Manage:
Options include disconnecting or reconnecting the account if needed.
Register your domain for Apple Pay directly in Stripe if you want to enable Apple Pay as a payment option on your store.
Customize your store’s backend settings for tax, shipping, and notifications.
Navigate to the Payments tab.
Click on Settings to begin configuration.
Locate the Receipts section.
Toggle receipts off to avoid using the default receipt settings.
Note: Receipts will be sent through workflows instead.
Toggle taxes on and select the initial option:
Ensure taxes are not included in the purchase price so they appear as separate line items.
Configure your tax rate:
Provide a name, description, and tax ID.
Enter the rate and click Add.
Enable automatic sales tax:
Select a default tax category (e.g., skin care products).
This allows taxes to be automatically calculated at checkout.
Add applicable states:
Include or exclude states as needed.
Example: Add or remove Wyoming, then click Save.
Note: Notifications are managed through workflows.
No additional setup is required here.
Add shipping zones:
Example: Add a US zone for shipping.
Configure shipping rates:
Choose between flat rates, an app, or a carrier to calculate rates.
Conditional pricing:
Set pricing based on order price or item weight.
Example: Use item weight measured in kilograms, then click Add.
Define shipping origin:
Provide your business address and contact information.
Click Save to finalize the setup.
Ensure all settings are saved and correctly configured.
Go to the Payments section.
Click on the Products tab in the top menu bar.
Select Create Product to start setting up a new product.
Product Name: Enter the name of your product.
Description: Write a brief description of the product. You can use tools like ChatGPT to generate a meta description for SEO purposes.
Media File:
Upload a media file (image or video) by accessing the media library.
Double-click on the file you want to feature.
Optionally, upload multiple images or videos (ensure videos are under 10 MB).
Product Label: Enable this to show a label for the product on your e-commerce site.
Product Collection: Assign the product to a collection (e.g., skincare).
Assign the appropriate tax category for the product (e.g., skincare).
Use the global tax settings configured previously to simplify this step.
Pricing Type: Choose between one-time pricing (recommended) or recurring pricing.
Price: Enter the product price in USD or other currencies like Euros if applicable.
Compare-to Price: Add a "compare-to price" to show the product's value compared to its regular price.
Enable inventory tracking and specify the available quantity.
For products with variations (e.g., size or color), add variants with specific prices, compare-to prices, and quantities.
SEO Title and Description:
Use tools like ChatGPT to create an SEO-optimized title and description.
Handle:
Enter a unique handle for the product URL
Note: Each handle can only be used once.
Ensure all details, images, pricing, and SEO settings are complete and accurate.
Save the product to finalize the setup.
Go to the Payments section.
Select Products, then click on Collections.
Click on the + Create Collection button at the top of the page.
Name Your Collection: Provide a clear and descriptive name for the collection (e.g., "Skincare" or "Merchandise").
Upload an image that represents the collection, making it visually appealing to customers.
SEO Title and Description: Create a search-engine-friendly description for your collection to improve its visibility on Google.
Handle: Assign a unique handle for the collection URL
Note: Each handle can only be used once, so choose carefully.
Click Add to finalize the collection setup.
Assign products to the appropriate collections to keep your store organized and improve the shopping experience.
Example: Separate skincare products from merchandise for easier navigation.
Go to Payments > Products.
Click Create Product to start adding a new product.
Fill Out Product Details:
Add the product name, description, images, videos, taxes, and pricing details.
Scroll down to the Track Inventory option:
Toggle Track Inventory on.
Enter the available quantity for the product.
Decide whether to continue selling when out of stock by toggling that option on or off.
Ensure all required details are completed (e.g., product name, pricing, and descriptions).
Click Save to finalize the product setup with inventory tracking enabled.
Access Inventory Management:
From the product list, go to the Inventory section.
Adjust Inventory Quantities:
Locate the product you want to update.
Modify the available quantity (e.g., change from 50 to 100).
If needed, toggle the Continue Selling When Out of Stock option on or off.
Save your changes by clicking Save Changes at the bottom of the page.
Ensure you’ve already set up:
Products
Inventory
Collections
Payment integrations
Shipping configurations
Go to Marketing > Websites in your account.
Review the three provided templates, designed for simplicity and performance.
Preview templates by clicking the Preview link to view their pages.
Select a template and click Edit to begin customizing.
Edit Sections:
Click on any section (e.g., images, text) to update it.
Replace placeholder images by accessing the media library or uploading new files.
Adjust text, fonts, and formatting (e.g., bold, italic, or strike-through).
Update Buttons:
Configure buttons (e.g., "Shop Now") to link to relevant pages, such as your product list.
Add Testimonials:
Fill in testimonial sections with customer feedback and accompanying images.
Edit FAQs:
Use the FAQ list to add or modify questions and answers.
Pop-ups:
Customize pop-ups for offers like coupons. Example: A 10% discount coupon can trigger automation for sending the coupon after form submission.
Product lists will auto-populate based on the products you've created.
Enable sorting options (e.g., date: old to new) or filtering if desired.
Add review and rating displays to product pages.
Save and Publish:
Save your changes and publish your store to make it live.
Set the Domain:
Go to Settings > Domain to assign the store to a domain in your account.
Enable Chat Widget (Optional):
Add a chat widget to your store for customer inquiries. These will connect to your CRM.
Verify that all pages, sections, and product information are accurate.
Save and publish your website to officially launch your e-commerce store.
Navigate to Marketing > Workflows.
Open the E-commerce Store folder to view pre-built workflows and automations.
Trigger: Activated when an order is submitted.
Automation Steps:
Add a tag: "Product Order."
Send a confirmation email with a receipt, auto-populated with purchased products, amounts, and details.
Editing the Workflow:
Receipt templates are pre-configured and auto-populate; it’s recommended not to modify them.
Triggered when an order is marked as fulfilled.
Automation Steps:
Remove the "Product Order" tag.
Add tags: "Product Shipped" and "E-commerce."
After 10 days, remove the "Product Shipped" tag.
Triggered when a customer adds products to their cart but doesn’t complete the purchase.
Nurture Sequence:
Day 1:
Wait 1 hour: Send an SMS reminder.
After 24 hours: Send an email with cart contents.
Wait 5 minutes: Send another SMS.
Day 2:
Send an email with cart details.
Follow up with an SMS.
Day 3:
Send another email with cart contents.
Triggered when a customer fills out the pop-up form for a discount code.
Automation Steps:
Send an email with the discount code.
Wait 1 minute: Send a text confirmation with the code.
Go to Settings > Custom Values.
Ensure the following values are updated:
First Purchase Coupon Code: Example: 10% off.
E-commerce Link: Add the link to your e-commerce store.
These values ensure workflows function properly.
Test the workflows to ensure triggers and automations are firing correctly.
Make necessary adjustments to custom values and templates if needed.
Navigate to Payments > Coupons.
Click Create Coupon.
Enter the coupon name, such as "Thanksgiving Special 2025."
Create a custom coupon code (e.g., "THANKS2025") or use the system’s auto-generate option.
Choose a Coupon Type:
Percentage Coupon: Offer a percentage discount (e.g., 10%, 15%, 20%).
Fixed Coupon: Offer a fixed discount amount (e.g., $10 or $100 off).
Specify the start date:
Set today’s date for immediate activation or a future date if planning ahead.
(Optional) Set an expiration date if you want the coupon to have a limited usage period.
Limit total redemptions:
Example: Allow the coupon to be used only 10 times in total.
Restrict by customer:
Enable one-time use per customer.
Restrict by product:
Apply the coupon to specific products or collections.
Enable for future payments:
Allow the coupon to apply to all recurring payments if applicable.
Once all details are configured, click Create.
Share the coupon code with your customers via workflows, email campaigns, or promotional materials.
(Optional) Use a custom value in your workflows for automated coupon application, making the process seamless for both you and your customers.
Go to the Payments tab.
In the top submenu, select Orders.
Locate the order you wish to manage.
Click the three dots next to the order and select View Order.
Review the order details, including:
Total amount.
Purchased items.
Customer information.
Order summary with taxes and payment details.
Inside the order view, scroll to the Fulfillment section.
Click Fulfill Items and enter the following details:
Tracking Number: The shipping tracking ID.
Shipping Carrier: The carrier handling the shipment.
Tracker URL: A link to the shipment tracking page.
Notify the customer of the shipment by selecting the notification option.
Click Print Packing Slip to generate and download a packing slip for the order.
Review the slip to ensure accuracy.
After entering the fulfillment details, click Save.
The order status will update from Unfulfilled to Fulfilled.
Use filters to manage and view orders based on specific criteria:
Order Status: Unfulfilled, fulfilled, completed, or canceled.
Payment Status: Paid or payment pending.
Source Type: Funnel, payment link, etc.
Orders are displayed chronologically by date and time for easy tracking.
Go to Payments > Products > Reviews.
View all customer reviews and ratings for products. This will include:
Review description (e.g., "Fantastic product! Love the sunscreen").
Rating (e.g., 5 stars).
Date and time of the review.
Store where the review originated.
Click the three dots next to a review to access moderation options:
Approve: Makes the review visible on your e-commerce store.
Unapprove: Hides the review but keeps it stored.
Trash: Deletes the review permanently, preventing it from being displayed.
For positive and relevant reviews, select Approve to publish them on the site.
Approved reviews will automatically populate on the corresponding product pages.
Navigate to the product page associated with the review.
Preview the product page to ensure the review and rating appear correctly.
Example: A 5-star review for "Hydrogen Sunscreen" will now be visible on its page.
