How should I get started with my Retail Online Store?
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Thursday, December 03, 2015
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When setting up an Online Store, there are two pieces to set up: the E-Commerce and the Builder. The E-Commerce icon is where you will set up the items you're selling and their inventory, as well as payment options and other settings. Think of the E-Commerce as your warehouse or storage room. The Builder is where you'll set up the design of the Online Store, controlling the pages, which will display what you set up in the E-Commerce. Think of the Builder as your storefront.

Below are recommended steps on setting up both the E-Commerce and the Builder for a Retail-focused online store. 


1. Add products

The first step you'll take is to hover over sell online and click on products and add the products you intend to sell. Click here for a step-by-step guide on setting up products.

2. Set up stock tracking

Unless your business model is a made-to-order one, you'll probably have a limited stock for each item. You can set up stock tracking for each product. Click here to learn more about stock tracking.

3. Set up payment options

In order to get paid properly for all these items you've just set up, you'll need to set up a merchant to process payment, as well as shipping and taxes. All of these settings can be found if you hover over the payment tab,

  • Merchant: We recommend using Stripe for your credit card processing merchant. You can set up multiple merchants if you like. Click here for more information.
  • Shipping: You can set up shipping based on a flat rate or a percentage rate. Click here to learn more.
  • Taxes: The way you set up sales tax (if you set it up at all) will depend on the laws in your area. We recommend seeking advice from a tax professional if you're not sure what you should be charging for tax. Click here to see how to set up a tax line. 

4. Settings

The settings tab in your ecommerce holds many different settings: general settings, custom checkout, and order statuses. You can tweak any of these settings if you wish. 

We recommend using the receipt settings to add a logo to your receipts. This makes the email receipt your customers receive look more professional. Click here for more details.



1. Set up your Pages

You'll need to set up a page to correspond with what you're selling. Click here for a complete guide on builder pages.

2. Try on templates and pick your favorite 

After you've added some content to your pages, you'll be able to better see what your website will look like when different templates are applied to your site, so go ahead and start "test driving" some templates! When choosing a template, keep in mind that you can change the colors, fonts, and background in Step 4.

To access the template collection, click on the Builder icon, then hover over design and click on templates. Click the links below to lean how to preview, add, and save templates.

3. Upload logo 

The recommended logo size will change depending on the template you choose, which is why we recommend waiting until you have selected a template to upload your logo. 

Click here for step by step instructions on how to upload your logo.

4. Customize your design

After you've selected your template, there are default settings for your design, but all these can be changed under the design tab in your Builder control panel. 

  • Click here for help with changing your colors.
  • Click here for help with changing your font selections.
  • Click here to learn how to choose a background pattern.
  • Click here to learn how to upload a custom background.
  • Click here for information on adding a header background.
  • Click here for help with uploading a favicon.

5. Add domain name and allow it to propagate (24-48 hours) 

A custom domain name is recommended because it brands your site and makes it appear much more professional than having a shared domain like 

6. Site Analytics/Metas

After all the major pages and content have been added to your account, we recommend adding meta information and setting up Google Analytics and Webmaster tools to make sure your website is in the best possible position for search engine optimization. Some helpful links for SEO can be found below:

7. Publish Sitemap

Your website's sitemap is like a roadmap for search engine bots to make it easier for your website to be crawled. This is the last thing you should do once the rest of your website is completed. You'll want to republish your sitemap anytime you make major changes to your website. This alerts the search engines that you've made changes and your website should be crawled again to make sure they have the most up to date information.

For instructions on how to publish your sitemap, click here.

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