The Essential Shopify Checklist For Set Up & Launch || Shopify Help Center 2019


When you’re starting a new business, there
are so many things to consider. Today, we’re going to take you through the
essential checklist for set up and launch of your new online store. If you’re new to the channel, consider subscribing
for new videos every week from the Shopify Help Center. You don’t need to check off every step in
this video, or complete the tasks in the order we’ve presented them. And for every topic we cover, there are help
docs and videos listed on the subject in the description box. You can also visit community.shopify.com to
chat with other entrepreneurs about your Shopify journey. Now let’s get started! You’ve just begun your 14 day trial with
Shopify. Where should you start? Let’s begin by adding products. Maybe you already know what you want to sell
and have the products ready to add to Shopify. Take the time to write meaningful product
titles, descriptions and upload high resolution images so your customers know exactly what
they’re buying. If you don’t know what you’re looking
to sell yet, consider using Oberlo, a dropshipping service, for product ideas. Read through our dropshipping help docs to
learn about choosing what products to sell. Once you’ve added your products, it’s
time to organize them into collections so your customers can easily find everything. Group similar products together so customers
can easily view items like t-shirts, sweaters or fitness trackers. You can create a manual collection, where
you individually select every item included. Or, you can create an automated collection
using product tags. Now it’s time to choose a theme. Your theme defines what your store looks like
and helps build a brand identity. Choose from a variety of free Shopify themes,
each with their own unique look and feel. Consider how you want people to feel when
they visit your store and customize the online store’s colors, font, imagery, and layout
to match this. Use hatchful.shopify.com to create a free
brand logo and favicon, and use burst.shopify.com for free high-resolution images for your slideshows
and more. While you’re customizing your online store’s
brand, consider purchasing a custom domain. Creating a custom domain, like alyathletics.com,
gives customers an easy URL to remember and creates brand recognition. You can purchase a custom domain right in
your Shopify admin and set it on auto-renewal, so you don’t have to worry about losing your
store’s domain name. Once you have a concept for your store, it’s
time to put it in writing. Create an About Us page to tell your customers
about your business, its mission, and the people who run it. You can create a Contact page using Shopify’s
contact form template, and even include details on how customers can reach out by phone, email
or in person. Consider creating a frequently asked questions
page to cover topics like international orders, how products are made, safety concerns, sizing
options and anything else relevant to your business. Once you’ve created your collections and
pages, it’s time to link everything in your online store. Usually, you link collections and products
in the main menu at the top of your online store, and extra pages like contact forms,
FAQ and policies in the footer menu. If you have a variety of collections, create
drop-down menus for easy navigation. Next, decide how you want customers to check
out. The location of your store determines what
types of payments, or payment gateways, are available to you. When deciding on a payment gateway, research
the cost of credit card and transaction fees, terms of service (in case certain products
are restricted), payout schedules, and available currencies. Before you start accepting payment for orders,
you want to do a thorough review of your tax settings. Shopify uses many default sales tax rates,
which are updated regularly. If you use the default rates, then you need
to confirm that they are current and correct for your business. If you ever need to, you can also override
default rates. But, since taxes are different in every region,
you should check with a local tax specialist to make sure you’re setting the appropriate
tax rates for your business. Now, think about where you’re going to ship
your products. If you’re just starting a new business,
try choosing a few countries to ship to before you ship worldwide. Keep the shipments close to home so that you
can set realistic expectations for your customers on delivery times and rates. Like if you live in the United States, start
by shipping to both the United States and Canada. You can create flat rate shipping, or calculated
shipping rates that charge by product weight, or you can use Shopify Shipping if you’re
eligible. Review the different options and decide what’s
best for your business. Before you launch your store, you should always
test its functionality by placing test orders and payments.This is a great way to see what
orders look like in your admin, review customer email notifications, test your shipping rates,
and try the checkout process. Once you know your online store is running
smoothly, it’s time to expand your reach. Think about different platforms where you’d
like to sell your products. You can add sales channels, which represent
the different marketplaces where you sell your products, like Instagram, Amazon, Pinterest
and more. When deciding what channels to add, always
review their terms of service and eligibility requirements. Each sales channel has their own individual
requirements for products, shipping, checkout, and availability. A crucial step in any business is identifying
your store’s policies. This includes refunds, terms of service, privacy
and shipping. You can use Shopify’s pre-made policy templates
to generate a policy, but you should always review and make adjustments because each business
has different needs. You can’t generate a pre-made policy for
shipping, but you can visit Shopify Community for help with what to include. Once you’ve made your new policies, don’t
forget to link them in your store menus so customers can easily find them. You may have already created a contact from,
but businesses that chat with customers sell more and have better customer retention. Consider adding a live chat function to your
store with tools like Shopify chat, Apple Business Chat, and Shopify Ping. You’re almost ready to launch your store. What’s left to do? A final review. Take a look through your products, descriptions,
pages and review for spelling errors or areas that need more information. You can ask someone else to do a review for
you too! A new perspective can help find things you
didn’t notice. New Shopify stores are protected by a password
until you’re ready to launch your store. Before you remove your store password, you
need to set up Shopify billing information. If you’re still on your store trial, then
you need to pick a plan before the store goes live. Take a look through the different subscriptions
available and choose what’s right for you! You also want to consider how you want to
market your new business and products, before you launch. In the marketing section of your Shopify admin,
you see a variety of options to promote your business. Consider using Facebook advertising, Google
Shopping, selling with Kit or email campaigns. Have a plan ready to begin after you launch
your online store. The day has finally come to launch to your
store. Congratulations! It’s time to remove your password and make
everything available to the public. After you launch, monitor your reports and
analytics, continue to optimize your site, and start your marketing campaigns. Don’t forget to subscribe for more videos
from the Shopify Help Center every week. If you have any questions, leave a comment
for us below or reach out to us directly at help.shopify.com/questions.

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