This checklist describes all of the procedures required to get started with Shopify. These procedures will assist you in creating, opening, and marketing your internet store. You might find it useful to print or save this checklist as a PDF so you can refer to it throughout the setup process.
Before you begin,
Before you begin building your Shopify store, you must first define your objectives. Ask yourself some basic questions about your business. Do you wish to sell your products both online and in person, for example? Do you wish to sell your products on social media platforms such as Facebook? This can help you concentrate and speed up the setting procedure. You should also consider which pricing plan best suits your needs. However, you are not required to select a plan until the end of your 14-day free trial period.
- Find local experts to get advice about taxes and laws that are related to your business
- If you already have an ecommerce website, then consider migrating it to Shopify
- Choose which sales channels you want to use
- If you are interested in selling in person, then learn about Shopify's point of sale hardware
- think about which pricing plan you need
- Consider buying an existing Shopify business using Exchange Marketplace
Set up your online store
Before you begin adding products to your Shopify store, you must first provide some information about yourself and your business. You must establish certain fundamental criteria for your product listings and consumer transactions. You should also set up your domain so that your clients can find your store online.
- Log in to your store
- Password protect your store
- Name your store and set your legal business name
- Enter your business address
- Add your billing information
- Set up your payment provider
- Set the default currency for your store
- Set a default weight unit for your store listings
- Set up your shipping settings
- Set up pickup and local delivery
- Set up your taxes
- Set up your payment gateways
- Staff your store if necessary
- Set up your domain
- Explore the Shopify App Store to see which apps could help you with your business
Organize your online store
The appearance of your business and the types of products you intend to sell are two of the most crucial aspects of any online store. Experiment with a few different themes to see which one looks best, and then add some things to offer. Adding and organising your product listings can be the most time-consuming stage of setting up a Shopify store, depending on how many things you intend to offer. Allow plenty of time to add your products, organise them into groups, and provide the relevant tax and shipping information.
- Make your website look great with a theme
- Customize your theme
- Add your products
- Organize your products into collections
- Customize your menu and navigation
- Add a blog to your store
Test your online store
Before you launch your online store, place some test orders to see how the checkout process works.
- Test successful and failed transactions
- Test refunding and canceling orders
- test fulfilling and partially fulfilling orders
- Test archiving successful orders
- Learn about Shopify's fraud analysis settings
Open your online store
After you've picked a plan and tested your online store, you're ready for people to see it. You can remove your online store password, and add a chat widget to make it easy for online store visitors to ask questions.
- Remove your online store password to give customers access to your store
Add other online sales channels
After you launch your online store, your business might benefit from adding some other online channels to your Shopify store. There are several online channels that you can add to your Shopify admin when selling online.
Promote your online store
After you launch your online store, you need to promote it. You can improve your store's visibility by adding the information that will be used by search engines and by promoting your store in all of the appropriate spaces.
- Define your homepage metadata
- Promote your store
- Create a marketing plan
- Set up Shopify Email and send your first email marketing campaign
- Improve your store's SEO
- Use discount codes and sales
- Customize your abandoned cart emails
- Read and respond to messages in Shopify Inbox