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Hi, I'm Keira a product manager here at viaGlamour. And this video, we're going to go over a very simple launch checklist.
So we're just going to go over a few things that you should maybe consider or just double-check is operational on your Shopify store before you launch your products to your customers. It'll take a few minutes, but it'll really ease any anxiety that you might have. So to begin with first, let's just jump into our app and we'll be greeted by our dashboard.
If you want expedited fulfillments of new customer orders that are placed on your storefront, we recommend that you add a credit card or some amount of funds onto your account balance. That way, if a customer order comes in for $10, there's $10 already on your account to debit for shipping costs to fulfill the customer's order. If a customer selected a shipping option for $7.50, their payment for the checkout will entirely go into your banking account without getting split with viaGlamour. We would charge your account for the shipping and fulfillment costs that the customer has already paid for.
Adding a card is optional. You can always add funds as you receive orders, but if you wanted to get ahead of the curve a little bit, you can click add a new card and we'll automatically charge your card when you have a new customer order and not enough funds on your account balance to pay for the order's shipping costs with the carrier the customer selected on checkout.
Next, you can ensure that all of your products have a design.
Every time you see a green checkmark icon next to a product on our packaging menu, it indicates that the product is linked to a design already being used by another product. So in this video example, the BB cream design is linked to the logo design. The BB cream is using the same design file as your universal logo, and changing the universal logo design will also affect the BB cream's design in the future.
If you see a yellow check mark, that indicates that this is an original design, which this is! Other products could be linked to this original design if you decide to fast-forward the file onto other products to save time designing your makeup line. It's free do to so!
Next, let's open Shopify's admin settings and explore our available account options. By clicking on brand is how Shopify is going to be using your logos and your primary color preferences to send out emails or maybe modify or checkout with a little bit more flare, depending on how your branding looks. If you've created a logo with viaGlamour, you should download a copy for yourself and use this on your store as well.
We can click on universal logo in our packaging menu, and every time you hover over any image, you'll see a download button. We can click it.
It's going to download the file, and over here on Shopify, we can upload it. It's as simple as that! So I'm just going to upload this file.
And within a few seconds, we'll have a brand new logo to use for our Shopify's store and emails, and maybe other parts of Shopify like checkout.
However way Shopify finds a way to use this logo, it's going to reuse the files we have on viaGlamour.
Great. Let's move on. So we have the design setup for both the products and our store. We've also added a card so we can enable faster fulfillments.
Next, let's just quickly test that the Shopify checkout is working.
Let's head over to orders, and click create draft order. And like we did previously, we're just going to create a mock order for ourselves.
So again, I'll select myself as the customer for this order or we can put in our own information as if we were a customer. It's important, that if we're creating a fake invoice for yourself, the address does have to be real because when we're creating shipping profiles or quoting you on shipping prices. The billing can be absent, but the shipping address has to be there.
Next, we'll add a few products. So we'll create a Crystal Clear Lipgloss a second time.
So this is a draft order. It doesn't really exist in the order section. It's a mock fake order that we can transition into a real order when we've filled out all of the information about the customer's billing, shipping, and the products that are supposed to be included in this order if you want viaGlamour to fulfill this order.
However, we can quickly test that this order is working with the checkout that we have enabled by going to send invoice, review invoice, and send.
And then here, there's going to be a button for complete your purchase, which is an email that we could send to the customer.
But it's also a very convenient way just to test that the checkout is actually working within Shopify and that you don't have any missing information on your account that could prevent Shopify from loading your checkout or finding the shipping rates that you'd like to use for your store. I'm just going to open that up in a new tab, and then wait a few seconds for Shopify to generate a checkout.
The checkout is working and we know that because we see shipping options and our branded checkout.
We see that that the retail cost of this product including shipping is $22, and viaGlamour's wholesale costs of producing this order will be approximately $8. The order is being shipped to a U S address and we're being given three shipping options to select from for this order. If you see these types of shipping methods, whether it's for Canada, France, Australia, the United States, it's working customers will be able to purchase this product and it will be immediately accepted for fulfillment by viaGlamour once the customer has paid for the products.
However, if you're on the step and you don't see these shipping profiles, you need to reset your shipping profiles within our app.
We can go on settings and down over here on shipping rates, there's a button called reset profile, which can just immediately give you a brand new, fresh set of shipping profiles. In case this information isn't popping up on your Shopify checkout. You can also customize that information just by going to again, settings and clicking, shipping, and delivery, and all the parks are being fulfilled by viaGlamour.
You can edit it right here. Okay. So that's great. So we have a shipping profile done. The checkout is working.
The fulfillment system is working. We have designs on all our products. We're set for launch, but there are a few other things that you can optionally do just to kind of help speed things up. Let's go top to bottom on Shopify settings and just make sure that we have everything covered. So for our store details, we have everything that we need grouped in our admin.
It's perfect for our policies. We have the option to add policies, policies to our store. If we want to kind of inform customers about the different shipping rates and different shipping times that they can expect, we can do this a number of different ways. One way is to create policies for shipping cosmetics on Shopify from template. This will let Shopify create a refund policy for us, but a free copy is also available in our app.
And then the return policy and shipping policy is available to download. Next up, we have languages. If we're selling in different languages, this is the perfect place to just localize your product names and your store names so customers from across the world see your translations for your products and store.
Next we have markets. So by default, with viaGlamour, you can set the currency of how you want to pay for your orders within our app.
You can again do this by clicking on settings, or we can even do this on the create products or the try samples page.
Let's just edit the currency of our app in the samples menu, and at the very top of the page see a button over here to select your currency so we can change it from USD to CAD. Your store can accept a variety of currencies from customers already, but this will be an easy way to change the currency with how you want viaGlamour to bill you for samples, wholesale orders, and invoices settings to remove any foreign exchange fees your credit card might have.
So under markets on the Shopify menu, because the store is Canadian, the primary market is Canada, but if you're in Australia and you're planning to sell a majority to France or a minority to Spain, and just a little bit to the United States, it's convenient to have different currencies, different prices, and different exchange rates for every customer so that they're not paying exchange fees either.
So under Shopify settings on markets, you can create a new market, add a market right here, and then change the currency that you want to use for the market. This is just a convenient way to give gift cards to your customers or let them purchase gift cards.
There's not much required configuration here, but you can definitely add it to your store for taxes and duties. This entirely depends on where you're located and who you're selling to by default because of my glamorous Canadian, we will only be charging HST T you, if you are also Canadian, if you're located in the United States and you make a sale to the night United States, you'd be responsible for collecting your own tax, but viaGlamour, wouldn't be charging you that tax.
When it comes to fulfilling your orders for shipping and delivery, we already covered this information. Just again, keep in mind that there's a processing time to fulfill orders and you can change all the shipping rates under viaGlamour's shipping profile.
You can enable how you want customers to checkout. By default, we recommend that customers are able to pay for their order without having to create a account.
This is the default setting, and you don't really have to do much else on this page. For payments, there's a lot of different ways how customers can pay you. There are thousands of payment methods available to setup and they will differ from country to country. Many of these options aren't required, and it's okay to just keep Shopify Payments enabled without adding any other payment methods for your customers. Any customer can use their credit card to purchase your products thanks to Shopify Payments. Once you have Shopify Payments enabled, you can add other types of payments like Facebook Pay, Amazon Prime, Pay through Instagram, or Paypal's checkout.
So you can add payment methods like PayPal to your store afterwards, just make sure that you have Shopify payments set up first. That way you have a reliable way, like accepting orders from anyone, anywhere in the world. Under the user and permissions menu you can add collaborators to your store if you're working on your store in a group.
Next, we can head over to products and we can get a glimpse of how these product pages are going to look like.
So we can select Crystal Clear Lipgloss and here we'll find a preset description of what the customers can read about the product.
It's always going to include the ingredients. If we want to be able to sell the product, we always have to switch this to active.
And if you're selling this product on different sales channels, for example if you want to market this product on Instagram, on Walmart, on Amazon and on your own online store, always make sure to pay attention to the sales channels settings. You can select exactly where this product is going to be purchasable. In this case, we want customers to purchase this on our online store, on the app, and we can select the channels to enable. Now we know for sure that customers from anywhere in the world, no matter what sales channel they're browsing our store through, can purchase the clear lipgloss from our store.
The quantity available is a very generic number. If we're able to formulate products for you, it's going to be a number higher than zero. If an product is no longer being formulated, maybe you've been with us for several years at a formula has just been downgraded or upgraded to something better, he number will be set to zero to prevent customers from ordering a product that is no longer being formulated.
There's really nothing else that you have to do so we can have back. And on the order section on the draft page, we can take this order that we just recently created a term draft order. We can click on the button 'mark as paid' to transition the mock order into a real order, notify viaGlamour about the relevant products that should be fulfilled, and get notified that the order has been accepted for fulfillment by viaGlamour.
If we funds in our account, it's going to transition to requested and accepted for fulfillment just a few seconds later. However, like we did in previous videos, whenever this transaction happens and Shopify sends us the information to fulfill for your customer, even if it's you, if you refresh the page a few seconds later, you'll be able to read all the timeline comments about what actually happened to the order on the backend. So we can scroll down to the bottom and read up. Someone created the order that we sent an email to the customer, and then viaGlamour, which has us accepted fulfillment for the order. And if you see the viaGlamour accepted fulfillment for the order you're done, there's nothing else that you have to do.
And a couple of days, a tracking number automatically gets attached to this order. The customer gets notified from your store that the order ships.
Then your store shipped the order, and you will be able to browse a tracking number right over here a few days later.
And as you collect more and more orders, that same pattern holds through the more orders you get. Every one of them is going to get a tracking number and transition to archive when it's finally shipped. If you're able to complete all these steps that you're able to complete the checkout, you're able to create a draft order and that you see shipping options. When you check out on your store, you're done congrats. You can accept orders, and we'll be excited to fulfill any that your store receives.
Thanks for watching this video.