In today’s digital age, an online presence is essential for businesses looking to reach customers beyond physical boundaries. The Online Store feature within your CRM allows you to extend your reach globally, operating 24/7 to engage customers wherever they are.
You can create a store in three main ways: directly from the Stores tab, turning a website into a store, or by adding a store element to a website. This guide will walk you through setting up and managing an online store from the easiest to hardest method, offering step-by-step guidance to help you maximize this powerful tool.
From A Website #
Adding A Store Element #
Inside the website builder, look for the “+” icon to access the Add Elements section. Add any store element to your page.
Select the section you want to maintain (1), set the pop-up and settings importing (2), and typography settings (3). Then, once ready, click Add Store (4).
This will automatically create all other pages needed for an online store while maintaining your website’s style.
Adding An Online Store #
Inside the Website builder, click the plus sign icon to open the Add Element menu. Find and click on the Store option, then click +Add to site. This will enable your site’s e-commerce features, allowing you to sell both physical and digital products.
Wait for a few seconds as your store loads.
It automatically generates the essential store pages:
- Products List
- Product Details
- Cart
- Checkout
- Thank You Page
From Stores #
You can start your store directly in the Store tab inside the Sites section by clicking “+ New Store” at the top right corner.
Choose either a blank canvas or a template to customize your e-commerce site, then click Create.
Using a template will help you start with a prebuilt store, while “from blank” is an awesome option for advanced users looking for complete customization.
Managing Products #
To add your products, click the Product List element, then Manage Products. This will take you to the Products tab inside the Payments section.
Here, you can add new products or manage existing ones.
When creating a new product, toggle on Include in online store to automatically include them in your website store. Ensure you include detailed descriptions, pricing, and any variants.
When Include in the online store is toggled on, it automatically enables Search Engine Listing. Fill out the required fields to ensure your products show up in search engines.
Click on Save to continue.
Back in the website builder, in the General settings, you can customize your product list element by adjusting the font options, color options, layout options, etc.
Within the layout options section, you can set the number of products, which is restricted to a minimum of 3 and a maximum of 24, and the columns they are displayed in.
Finalizing Your Store #
Once you’ve added and customized your products, navigate through the store pages, such as Product Details, Cart, Checkout, and “Thank You” pages, to ensure everything is set up correctly.
Make any necessary adjustments to these pages to provide a seamless shopping experience for your customers. Once satisfied, click Save to keep the changes and Publish to make them live.
Managing Orders and Fulfillment #
Fulfill Orders and Share Shipment Details #
Once an order is placed, mark it as fulfilled, and share shipment details with your customer, including:
- Tracking Number
- Shipping Provider
- Tracking URL
By taking these steps, you’ll unlock the full potential of the Online Store feature in your CRM, driving growth and enhancing the customer experience. Whether you’re just starting or looking to expand, this feature gives you the tools to succeed in the digital marketplace.
Frequently Asked Questions #
What are the ways to create an online store? #
You can create a store in three main ways: directly from the Stores tab, by turning a website into a store, or by adding a store element to an existing website.
How do I import products from another platform? #
If you’re using Stripe, you can import products directly by navigating to the “Products” section and selecting the import option.
My changes aren’t saving. What should I do? #
Ensure you’re hitting the “Save” button after making changes. If issues persist, clear your browser cache or try a different browser.
How do I process a refund? #
Refunds can be handled directly in the CRM by navigating to Payments > Transactions. Simply select the transaction in question and process the refund.
Can I sell digital products through the online store? #
Yes. The store supports both physical and digital products. For digital products, make sure to provide download instructions or access details in the product description or follow-up emails.
How many products can the product list element display? #
The product list element can display a minimum of 3 and a maximum of 24 products, and you can set how many columns they appear in within the layout options.
