At Avalanche Creative, we’re always trying to work smarter, not harder.

That’s why we created an internal standard operating procedure for setting up a new Shopify store. We think sharing is caring, so we’ve pasted it below for anyone looking for a checklist of items to set up your own Shopify Store. Some items may not be relevant, but we promise this is a great starting point.

Sign up for a free trial of Shopify here and we’ll give you a half hour consultation for FREE!

Shopify – Internal Avalanche Team Use

    • Log in to Avalanche Creative’s Shopify partner account
    • Click on “Development Stores” at the top of the sidebar menu
    • Click “Create Store”
    • Fill in all Login information and Store details (all can be changed later)
      • Do not select “Enable multi-location”

 

  • Settings

 

      • Settings > General
        • Fill out Store address
        • Save
      • Settings > Payment providers
        • If client has their own, select it from “Third party credit card provider” drop-down menu
        • If client does not have their own, default choice is Shopify
      • Settings > Account
        • Click “Add staff account”
          • Add client’s name and email
          • Select “This staff account will have full permissions”
      • Settings > Checkout
        • Customer accounts
          • Select option based on client’s preference
        • Customer contact
          • Select first option – “Customers can check out using phone or email”
          • Do not select additional contact method
        • Form options
          • Full name – select “Require first and last name”
          • Company name – select “Hidden”
          • Address line 2 – select “Optional”
          • Shipping address phone number – select “Hidden”
        • Order processing
          • While the customer is checking out – select “Use the shipping address as the billing address by default”
          • As for permission to send promotional emails to customers from your store – select “By default, customer agrees to receive promotional emails”
          • After an order has been paid – select “Do not automatically fulfill any of the order’s line items”
          • After an order has been fulfilled and paid – check “automatically archive this order”
        • Abandoned checkouts
          • Check “automatically send abandoned checkout emails”
          • Send to – select “anyone who abandons checkout”
          • Send after – select “1 hour later”
        • Refund, privacy, and TOS statements
          • Click “Generate sample refund policy” for each
          • Client will need to approve or write their own later
        • Save
      • Settings > Notifications
        • Order notifications
          • Add an order notification
            • Notification method – select “email address”
            • Enter email address provided by client
            • Click “add an order notification
      • Settings > Shipping
        • Consult with client to fill in this information

 

  • Website Storefront

 

    • Online Store > Themes
      • Choose theme and click “Add”
    • Products > “Add products”
    • Products
      • Click on individual products and upload images
    • Online Store > Pages
      • Add all client’s required pages
    • Online Store > Navigation
      • Choose pages to include in main menu and footer menu
    • Online Store > Themes
      • Current theme – click “Customize”
        • Use products and descriptions provided by client to customize:
          • Home page
          • Collection pages
          • Product pages
          • Cart page
        • Click “Theme settings” near top left side of page
          • Set each option based on client’s branding
        • If theme templates and code need to be customized, go to Themes > Current theme > Actions > Edit code
    • Online Store > Preferences
      • If provided by client, go to “Google Analytics” and “Facebook Pixel”
        • Paste in text box
        • Save
    • Online Store > Domains
      • Enter domain name > click “Next”
      • Shopify will walk you through how to change DNS settings

 

Needed from Client

  • Contact information
    • Legal name of the business
    • Phone number
    • Street address
  • General content for homepage (describing business)
  • Payment processing provider
    • If none, we recommend Shopify for ease of use
      • Shopify credit card rates are 2.9% + 30¢ per transaction
  • Do you want to automatically or manually capture payments?
    • Manual allows you to hold payments for up to 7 days before charging the card
    • Automatic is preferred and recommended
  • Choose an option for customer accounts:
    • Required to create account upon checkout
    • Only able checkout as a guest
    • Be able to choose either option
  • Client will need to approve or provide their own refund, privacy, and TOS statements
    • Settings > Checkout > Refund, privacy, and TOS statements
  • Do you have a preferred vendor or account with a logistics company for shipping?
    • Or do you want to set a price-based rate?
      • Ex. free shipping over $50, anything under $50 is a flat rate of $5
  • Provide a list of collections and products
    • Ex. Collection = Apparel
      • Products = t-shirt, long-sleeve shirt, pants
    • For each product:
      • Title/name of product
      • Description
      • Price
      • Photo(s)
      • Variants (colors, sizes, type options)
      • Collection(s) that it belongs to
  • Choose which additional pages you would like and provide content.
    • Ex. About, Contact, Privacy Policy, Refund Policy, Terms of Service, FAQ’s
  • If you need it/require it, provide your Google Analytics tracking code and Facebook Pixel ID
  • Either provide us with a registered domain name and the log-in to the registrant (ex. GoDaddy) OR let us know what domain name(s) you’d like to purchase, and we will purchase them on your behalf to connect to your Shopify account
  • What email address should order notifications go to?
  • Name & email address for staff person that will manage account
    • This person will receive an email to create their account
    • They need to complete account set up for payments
      • Once logged in, select “Settings” at bottom left-hand corner of homepage
      • Click “Payment providers”
      • Click purple button that says, “Complete account setup”
      • Fill in all information
      • Click “Complete account setup”
  • Pre-launch
    • Settings > Account
      • Under Account overview, click “compare plans”
      • Choose the plan that’s right for you
        • Most likely “Basic Shopify”
    • Settings > Billing
      • Billing information (for Shopify fees)
        • Click “Add credit card”
          • Enter information and click confirm

Sign up for a free trial of Shopify here and we’ll give you a half hour consultation for FREE!