Unleashing Your Business Potential with an Online Store

Advantages of Adding an Online Store to Your Business

Before getting into the details of setting up your online store, let’s examine the key benefits this feature offers:

  • Expanded Customer Base: Reach a global audience and eliminate the limitations of operating in just one geographic area.

  • Convenience for Shoppers: Allow your customers to browse and shop at their convenience, anytime, from anywhere, creating a seamless shopping experience.

  • Lower Operational Costs: Avoid the expenses tied to maintaining a physical storefront, leading to more efficient use of resources.

Step-by-Step Process for Launching Your Online Store

Building your online store is a simple and straightforward process. Follow these steps to begin:

1. Set Up and Customize Your Products: Head over to the "Payments" section, then click on "Products" in your CRM to start adding products for your store.

Create Products

In this section, you can name your products, write descriptions, upload images or videos, set prices, and configure different product variations.

Product Configurations

Utilize the toggle option to choose which items you want to showcase in your online store.

Product Toggle

2. Activate Your Online Store: You can either integrate the store into an existing website or create a new one by selecting the "+" icon in the website builder. When you do this, five critical pages are automatically generated: Product Listing, Product Details, Cart, Checkout, and Thank You pages.

Personalize these pages to fit your brand by adjusting the settings in the General and Advanced sections.

3. Manage Orders and Payments: Track your incoming orders and monitor payments by navigating to "Payments" -> "Orders and Payments" -> "Transactions."

Refunds can also be processed directly through this interface, offering convenience to your customers.

Orders and Transactions

Payment Transactions

4. Fulfilling Orders and Shipping Details: Mark your orders as fulfilled and share tracking and shipment details with your customers. Be sure to provide tracking numbers, shipping providers, and URLs to allow customers to follow their deliveries.

Important Information:

  • The online store currently supports one-time purchase products only. For recurring products, consider using funnels or order forms.

  • Automation options such as order submission triggers, coupon codes, and sales receipts are fully supported by the online store.

  • You can choose which products to display using the toggle feature in the product setup section.

  • All aspects of orders, payments, and refunds can be managed through the Orders and Transactions section in the Payments menu.

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