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The internet has brought us into the Age of Democratization. Google democratized access to information and made everyone wiser. Facebook democratized media and made everyone a movie star. Wordpress democratized journalism and made everyone a writer.
And Shopify has democratized e-commerce and made everyone a merchant.
You’ve filled out a business registration, and you’ve moved through an intensive product development process. Now it’s time to start selling your product, so you need to learn how to start an online store using an e-commerce platform.
This Shopify tutorial will take you through the seven steps that will lead from free trial to first visitor.
You probably have an idea for a store name. Maybe you even wrote a company description and designed a logo. If you have photos and images that illustrate your activity, keep those handy, too. You’ll need all of this during the process.
The more you have prepared at the outset, the quicker you can get online, but even if you don’t have everything under control just yet, you can start with Shopify. One thing in particular that sets it apart is the Shopify Exchange marketplace.
If you’re ready to start doing business but not sure you want to go through the entire setup process yourself, you can buy an existing Shopify store on the Exchange marketplace instead.
Most importantly, though, you should have your products ready. If they came out of a structured product development process, then you probably have titles, descriptions, images, and prices available for them already.
If they’re physical products, you’ll likely have one or more locations where they’re stored, and you probably have a fulfilment and delivery solution in mind.
The first step with Shopify is to set up your free trial. All you need is an email address and a store name. Set up a password at this stage for logging into your account in the future. Once you’ve completed the initial registration and questionnaire, you’ll arrive on the dashboard page within Shopify. Your account is open.
During the sign-up process, Shopify will send you an email to verify that the address you entered is yours. Registering a password and verifying your email address are important steps that make access to your future Shopify store secure.
After email verification, Shopify will present another questionnaire about yourself and your project, and the Dashboard will be constructed based on the information you provide. Select your type of activity carefully.
After setting up your account, you’ll immediately gain access to the Shopify interface. You’ll land on the Dashboard page, which is where you’ll see a recap of your activity once you launch your e-commerce store.
However, at this initial stage, everything you see on the Dashboard will be related to the launch of your store. In the menu on the left, you’ll find all of the options for setting up and managing your store.
It’s a good idea to work your way through all of the items on the navigation bar to make sure you understand what hides behind each of them. However, several of them, such as Orders, Customers, and Analytics, won’t make sense until you’ve had your first few sales.
The best way to start setting up your store is to add a product right away. It makes the whole process more fluid, understandable, and tangible. An empty shop will be difficult to work with.
If you don’t have your own products to sell, you can find some via other services. Shopify has integrated services such as Oberlo, Printify, Dripshipper, and many more.
For each product, you need to pick a title, add a description, upload at least one image or photo, and define the price. You can also add a Stock Keeping Unit (SKU) number if you want. You can then enter available inventory per storage location as well as shipping information and fulfilment details.
Now that you have something to work with, and you’ve gotten a feel for what’s required to sell your products, let's address the store settings. You can find the Settings button at the bottom left side of your screen, below the navigation bar.
First, focus on completing the general settings -- on setting up payment, shipping, taxes, and legal.
Also set up languages, if they apply to your store. These settings can be a bit complex, but once they’re in place, you won’t have to look at them again unless your store undergoes major changes.
You can save Check-out, Gift cards, Notifications, Files, Sales channels, and Plan and permissions for later, but don’t hesitate to familiarize yourself with them at this stage.
If you’re planning to sell a physical product, shipping will be an important part of setup. Detail where your stock is in Locations, and set up the details for fulfillment in the Shipping section. This is also a good time to set up your taxes.
General information is straightforward as long as your business registration is in place.
The same goes for setting up the payment system. Like for your product details, if you’re missing one or more elements for your store, write them down so you can address them later, and continue completing the rest.
While addressing the settings, you may have discovered some functions you need that were missing. Perhaps you’re selling a digital product and need a solution to provide the download for an immaterial sale. Or maybe you need a flexible invoicing system to use with your store.
If so, it’s time to visit the Shopify app store to identify any extra apps you might need to make your e-commerce business fully functional.
As in any other app store, some of the apps are free, and some come at a cost. Identify and test the apps you need for launch, but don’t get lost in marketing or sales apps yet.
At this point, you’ll be done with some of the most complex tasks. You may need some more time to fully flesh out the store settings, but while you do this, you can start designing the store itself.
You can do this via the Shopify website builder, which is essentially an express service to help build your website from scratch.
Some Shopify alternatives, such as WooCommerce, rely almost exclusively on the Wordpress format. While Shopify uses the same notions of Themes, Pages, and Posts to build a store, the user-friendly interface is intuitive for users of various backgrounds, allowing you to drag and drop items and reorder them visually.
You’ll need to choose a theme in harmony with your brand positioning as well as the type of products you sell. You’ll also need to write text for your site and find great images for illustrations and backgrounds.
In the navigation menu, click on “Online store.” Start with Domains. Shopify will have already set up your store on a subdomain (yourshop.shopify.com), but you might want to move it to your own domain. If you don’t already have one, you can book that through Shopify as well.
Then move on to picking the theme. Once your domain is active and your theme selected, it will be time to write the content and organize your site. You can also add things such as newsletter subscriptions and announcement bars at this stage.
Finally, remember to set up various metric tracking for your store under Preferences.
Before you can launch, you’ll need to have entered all of your products; completed the steps for payment, legal, shipping, and taxes; set up your domain name; and designed your store with a theme and descriptive texts.
Now it’s time to test the user experience, have other people visit the (still password-protected) site to give you feedback, and test the payment process.
Don’t hesitate to remove the password as soon as you’re happy with your store. You can still improve it further. When you’re ready to launch, it will finally be time to think about your e-commerce marketing strategies.
Visit the Marketing tab on the Shopify navigation menu, and consider using Google or Facebook for marketing your site. Also consider email marketing for your e-commerce site: You can start collecting email addresses via a newsletter from the very beginning.
Shopify provides a discount code functionality you can use to give a sense of urgency or privilege to users you contact. You’ll achieve the best results possible if you employ an integrated marketing strategy, where you use multiple channels and tactics to attract and convert visitors.
Shopify has done a great job of democratizing e-commerce by simplifying or even taking away most of the technical challenges of building an online store. As you may have realized, this doesn’t remove important tasks related to business registration, bank accounts, legal compliance, or managing inventory and shipping.
One might imagine e-commerce to be infinitely complex, but Shopify removes any potential technical barriers between you and a successful online store, reducing them to simpler steps that should seem manageable even to e-commerce novices.
And with our step by step guide, you can concentrate on your products and your marketing and become the successful entrepreneur you wanted to be.
Our Small Business Expert
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