Unlocking Business Potential with Online Store Feature

The Benefits of Integrating an Online Store

Before diving into the setup process, let's explore the advantages this feature brings to your business:

  • Global Reach: Break free from geographical constraints and connect with customers across the globe.
  • Convenience: Offer your customers the flexibility to shop at any time from anywhere, enhancing their shopping experience.
  • Reduced Overheads: Save on the costs associated with maintaining a physical storefront, allowing for more efficient allocation of resources.

Step-by-Step Guide to Setting Up Your Online Store

Setting up your online store is a straightforward process. Follow these steps to get started:

Create and Configure Products:

  • Navigate to Payments -> Products in the CRM to begin creating your store's products.

Image

  • Here, you can define your product names, add descriptions, attach images or videos, set pricing, and configure variants if needed.

Image

  • Use the toggle option to select which products you'd like to display in your online store.

Image

Activate Your Online Store:

  • Incorporate the online store into your existing website or create a new one by clicking the + icon in the website builder.
  • Automatically, five essential pages will be added: Products List, Product Details, Cart, Checkout, and Thank You pages.
  • Customize these pages to align with your brand's aesthetics through the General and Advanced settings.

Track Orders and Payments:

  • Keep an eye on all orders and payments under Payments -> Orders and Payments -> Transactions.
  • Process refunds directly through this interface for customer convenience.

Image

Image

Fulfill Orders and Share Shipment Details:

  • Mark orders as fulfilled and provide customers with shipment/tracking details.
  • Include the tracking number, provider, and URL to ensure customers can track their deliveries.

Additional Notes:

  • The online store currently supports only one-time products. Recurring products can be sold through other means such as funnels and order forms.
  • Automation features, including sales receipts, order submission triggers, and coupon codes, are fully compatible with the online store.
  • You have the flexibility to choose which products are displayed in your online store using the product toggle.
  • Manage all aspects of orders, payments, and refunds from the Orders and Transactions lists under the Payments menu.

Troubleshooting and FAQs

While the setup process is designed to be user-friendly, you may encounter questions or challenges along the way. Here are a few tips and frequently asked questions to assist you:

Q: Can I customize the layout of my online store?

  • A: Yes, you can customize the layout and design of your online store pages to match your brand identity through the website builder.

Q: How do I process a refund?

  • A: Refunds can be processed directly through the Payments -> Transactions interface by selecting the relevant transaction.

Q: Can I sell digital products through the online store?

  • A: Yes, both physical and digital products can be sold through the online store. Ensure to provide download instructions or access details in the product description or follow-up communications.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us