Below, we show you the first steps you should follow in your Shopify store before you start selling.
Configuring payment methods in Shopify
To configure payment methods in the Shopify platform, you have to access the “Settings” section of the store located in the lower-left section of the store’s homepage.
In the “Settings” section, access “Payment providers”.
In this new window, you can configure the payment methods you want in your store; there are several predefined types:
- Accepting payments by credit card: It allows accepting credit cards during the payment process when selecting a payment provider. This option allows the customer to select a payment method from the checkout of the store, as well as being compatible with other payment solutions, such as PayPal Express Checkout.
To set up this type of payment method in the store, click on “add payment provider”. On the next page, you must choose the provider with which you have or will have an account created and configured for proper operation with Shopify.
When you select a payment method, you must follow the instructions which appear on the screen to configure it.
- PayPal Express Checkout: this method allows you to add the button “Checkout with PayPal” so that your customers’ orders are made within the PayPal platform. You can get more information at the following link: https://www.paypal.com/webapps/mpp/express-checkout
- Amazon Payments: With this payment method you can receive payments through the Amazon Pay provider. To configure it, you will have to click on the “Activate” button and follow the instructions on the Amazon website which will be opened next. In the following link you can expand the information on this type of payment method: https://pay.amazon.com/uk/merchant
- Alternative payment methods: in this section it is possible to configure payment methods which are alternative to the previous ones and compatible with Shopify.
- Manual payments: you can set up manual payment methods for your online store, such as “bank transfer”. Remember that the “cash on delivery” method is not available at BigBuy.
For more information regarding the payment methods allowed by Shopify, we strongly recommend that you access the official online Shopify manual: https://help.shopify.com/en/manual/payments/third-party-providers.
Associating a domain in your Shopify store
This step is optional but highly recommended. When creating a new store in Shopify, a domain of the type “_Name_store_.myshopify.com” is created by default, where “_Name_store_” is the name of the store which you entered at the time of creation of the store.
To check the domain you have currently configured in your Shopify store and modify its configuration, you must access the section “domains”, which you can locate in the menu which is displayed when you click on the name of your store.
In this section of your store, you can check the current configuration of your domain.
If at any time you want to change the domain to a new one or your own, you will have the following options:
- Create a new domain from Shopify. Shopify allows its users to buy a domain directly from Shopify, which will allow you to have a new domain which will be managed and paid through Shopify. More information at: https://help.shopify.com/en/manual/domains/add-a-domain/buying-domains
- Transfer your own domain to Shopify. Shopify allows you to make domain transfers to your platform, which allows you to make the payment of the domain service expenses and the management of your configuration directly from Shopify. More information at: https://help.shopify.com/en/manual/domains/add-a-domain/using-existing-domains/transferring-domains
- Connect a domain of your own to Shopify. Shopify also allows you to configure the domain of an external provider to use it in your Shopify store. To do this, you must redirect your domain to your Shopify store. At the following link you can find some examples of redirection of domain providers in Shopify: https://help.shopify.com/en/manual/domains/add-a-domain/using-existing-domains/connecting-domains
The official documentation of Shopify shows more information related to the configuration of domains in Shopify. Check it out at the following link: https://help.shopify.com/en/manual/domains
Configure the shipment
By default, Shopify 360º stores do not carry the configured shipment, so that each client can configure the price strategy they want in the countries they want to sell in. Follow the steps you will find in our post on shipping zone configuration in Shopify, available at the following link: https://www.bigbuy.eu/academy/en/configuration-of-shipping-costs-on-shopify
It is possible and advisable to configure the title and the “meta description” of your store from the “Preferences” section, located in the drop-down menu at the bottom left.
In this section you can configure the following points:
- Title and meta description: you can modify the information which will appear when your store is indexed by search engines such as Google.
- Google Analytics: Shopify allows you to enter a code generated in your Google Analytics account to connect your store with your Google Analytics account. You can find more information at the following link: https://help.shopify.com/en/manual/reports-and-analytics/google-analytics
- Facebook Pixel: Shopify allows you to set up your Facebook Pixel account in your Shopify store. At the following link you will find the explanation on how to synchronise your account with your store: https://help.shopify.com/en/manual/promoting-marketing/analyze-marketing/facebook-pixel
- Password protection: Shopify allows you to set a password to “block” access to the store. This option is useful while you have the store in the configuration process. Find more information at: https://help.shopify.com/en/manual/using-themes/password-page
Creating entries and configuring the blog in Shopify
The content is a key part to position your website in search engines; we recommend that you work on this section. Shopify allows you to create blog posts which will appear integrated in your store. To create a post on your store’s blog, you must access the “Blog posts” section located in the bottom left of the control panel of your Shopify store.
By clicking on “Create a blog post”, an editor will appear which will allow you to create, edit and configure a new entry for your store’s blog.
In this screen you can configure the title of the blog post and its content through the editor. You also have the option to select a default image for your blog.
You can set the post entry as visible or hide it, as well as select a date on which you want the selected blog entry to be “made public”.
By default in Shopify stores, a blog called “News” is created. In case you have more than one blog in the store, from this screen of creating/editing blog entries you can select the blog to which the created entry belongs.
Once a blog post has been created (which by default will be created in the “News” blog which we just told you about), the option to manage the blogs in your store appears.
In the section “manage blogs” all the blogs which are created in your store will be listed.
To add a new blog, click on the “Add new blog” button, which will take you to the creation screen of a new blog.
In this blog creation management screen, you can select the name of the blog, configure the SEO of the blog and activate or deactivate comments for these blogs.
General configuration of Shopify
From the “General” section of the Shopify store configuration, the following configurations can be made:
- Store details. In this section the information which was entered in Shopify when creating the store appears.
- Shop address. In this section you will find the address which will appear on the invoices which will be generated for your customers when they make purchases in your store.
- Standards and formats. In this section you can select the time zone of your store and configure other basic data, such as the metric system or the weight units for your store.
- Store currency. In this section Shopify allows you to set the default currency of your store. BE CAREFUL! this currency must be euros, since the prices the store receives in the synchronisation appear in EUROS.
- Legal texts
You must add legal texts related to your store to inform your customers and comply with the regulations in force in your country. You will need to access the “Preferences” section of the Shopify control panel.
A window will open with different configuration elements of the store, among which search for the “legal” section and enter it.
In this section there are four sections for different legal policies, all of them editable by means of texts:
- Refund Policy
- Shipping Policy
- Terms and service
Once you have configured the privacy policies of the store, you will have to show them in a section of your store so that your customers have access to them. To do this, access the “online shop” section of the Shopify control panel menu and click on the “Navigation” option.
In the navigation section, you can choose between adding these texts to a menu which you have previously created or creating a new menu to be able to add the legal texts which you have just configured, in order to add them to the section you want in your store.
To add each legal text to a menu, you must enter the desired menu and add each of the legal texts which you have configured. This configuration can be done in the “Policies” section.
And inside, you can manage each of the policies you have set up in your store.
Finally, to add this block to the footer of your store, you must access the “Footer” section within the configuration of the active theme of your store, and add the block which you just created in the “Footer” section ” about the topic.
Setting up currencies in Shopify
There are themes in Shopify which allow the configuration of the currencies in your store, while they automatically convert from the default currency (euros).
We’ll show you an example with the theme “Prestige”. This theme allows the configuration of currencies.
To configure the currencies in this theme, you will need to access the theme settings from the “Online shop” section in the lower left part of the control panel of your Shopify store.
Once inside the theme configuration, it has two tabs, “Sections” and “Theme settings”. In the “Theme settings” section, the option “Currency conversion” appears, which you must access to add or modify the currencies available in our store.
In the next tab, you will see the configuration of the currency converter for your store and the following options (please note that they may vary depending on the theme).
- Enable currency conversion. This option enables or disables the currency selector in the store.
- Round converted totals. This option will round the converted values when checked.
- Supported currencies. It allows you to add the ISO codes of the currencies you want in your store, separated by spaces.
- Money format: Allows you to select the symbol format of the selected currency in your store.
This option is not available on all themes and the configuration may vary from store to store.
Now that you have your store ready, you can start selling! Don’t forget to check our blog post where we give you some recommendations http://www.bigbuy.eu/blog/en/how-to-start-selling-in-your-shopify-store/