business plan for shopify store

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A Step-by-Step Guide to Start Your Own Shopify Store

In today’s digital age, starting your own online store has never been easier. With the rise of e-commerce platforms you can turn your passion into a profitable business venture. The opportunity to embark on a journey as an online entrepreneur has never been more accessible or enticing. If you’ve ever dreamt of turning your passion into a thriving online store, Shopify, one of the most user-friendly e-commerce platforms, is here to transform your aspirations into a reality. Whether you want to sell handmade crafts, clothing, electronics, or anything in between, this step-by-step guide will walk you through the process of setting up your own Shopify store. We’ll explore everything from selecting your niche and crafting a business plan to registering your business and setting up your online store. We’ll delve into designing your store to captivate your audience, adding products that fly off the virtual shelves, configuring payment and shipping options, and finally, launching and marketing your Shopify store for success.

Table of Contents

Choosing your niche, creating a business plan, registering your business, setting up your shopify account, launching your store, marketing your shopify store, managing your online business.

Selecting the right niche is a pivotal decision in the journey of establishing a successful Shopify store. The niche you choose serves as the foundation upon which your entire business will be built. This step is not to be taken lightly, as it directly impacts your store’s profitability and long-term viability. Here’s a closer look at the intricacies of choosing your niche in a business context:

Market Research

Before you make a commitment to a particular niche, it’s essential to conduct thorough market research. This involves assessing the current demand, competition, and trends within the niche you’re considering. Market research should include:

Market Size and Growth: Determine the size of the market you plan to enter and its growth potential. A larger market may offer more opportunities but could also be more competitive.

Competitive Landscape: Analyze your potential competitors. Who are they, and what are their strengths and weaknesses? Understanding your competition will help you identify gaps you can exploit.

Target Audience: Define your ideal customer persona. Understand their needs, preferences, and pain points. Your chosen niche should align with the interests and desires of your target audience.

Passion and Expertise

While market research provides valuable data, it’s equally important to align your niche with your passions and expertise. Running a successful online store requires dedication and enthusiasm, and being genuinely interested in your niche can make the journey more rewarding. Additionally, your expertise in the niche can help you stand out as an authority, fostering trust with your customers.

Profitability Analysis

Beyond passion, assess the potential profitability of your chosen niche. Consider the pricing structure of products or services within the niche and whether it allows for a reasonable profit margin. Evaluate the lifetime value of a customer and the potential for repeat business.

Long-Term Viability

A successful Shopify store is not just about short-term gains but long-term sustainability. Assess whether your chosen niche has lasting appeal or if it’s a passing trend. You’ll want a niche that can provide a consistent revenue stream for years to come.

Unique Selling Proposition (USP)

Identify what sets your store apart from competitors. Your Unique Selling Proposition (USP) should be a clear and compelling reason why customers should choose your store over others in the same niche. It could be unique products, exceptional customer service, or a distinctive brand identity. Choosing your niche is a critical foundational step in the establishment of your Shopify store. It’s a blend of data-driven market research, personal passion and expertise, profit potential, long-term viability, and a unique selling proposition. By meticulously evaluating these factors, you’ll set the stage for a successful and sustainable e-commerce venture.

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In the realm of e-commerce entrepreneurship, a well-structured business plan is not just a formality; it’s a strategic compass that guides your Shopify store’s journey from inception to success. Here’s an outline of the key elements involved in creating a business plan:

Executive Summary: Begin with an executive summary that provides a concise overview of your Shopify business venture. This should include a brief description of your store, its objectives, the target market, and your unique value proposition. Think of it as a snapshot of your entire business plan, providing a quick glance at what investors, partners, or stakeholders can expect.

Business Description: Delve into the specifics of your business. Detail the nature of your online store, the products or services you’ll offer, and your niche market. Explain why you believe your chosen niche is viable and how it aligns with current market trends.

Strategy and Implementation

Outline your business strategy. How do you plan to penetrate the market and gain a competitive edge? Consider the following:

Marketing Strategy: Describe your approach to reaching and acquiring customers. Will you rely on digital marketing, social media, content marketing, or other channels?

Sales Strategy: Detail your pricing strategy, sales tactics, and sales funnel. How will you convert leads into paying customers?

Operational Plan: Explain the day-to-day operations of your store. This includes inventory management, order fulfillment, and customer service processes.

Financial Projections

Financial projections are crucial for assessing the viability and potential profitability of your Shopify store. This section should include:

Startup Costs: Itemize the initial investment required to launch your store. This includes expenses like website development, inventory, marketing, and legal fees.

Revenue Forecast: Present a detailed revenue projection for the first few years of operation. Break it down by product or service category, and consider various growth scenarios.

Expense Breakdown: List your anticipated ongoing expenses, such as hosting fees, marketing costs, and employee salaries.

Profit and Loss Statement: Create a projected profit and loss statement that outlines your expected income, expenses, and profitability over time.

Risk Analysis: Every business venture carries inherent risks. Identify potential risks and challenges that your Shopify store may face and explain how you plan to mitigate them. This demonstrates your awareness of potential obstacles and your ability to adapt.

Creating a robust business plan for your Shopify store is a critical step in ensuring its long-term success. It serves as a roadmap that not only guides your initial launch but also provides a framework for ongoing decision-making and growth. A well-structured business plan demonstrates your commitment to your e-commerce venture and provides confidence to investors, partners, and stakeholders.

To operate a legitimate online business, you may need to register your business name and obtain any necessary permits or licenses. Consult with your local government to ensure compliance with legal requirements.

Now it’s time to set up your Shopify account. Visit Shopify’s website and sign up for an account. You can start with a free trial to get a feel for the platform. Choose a memorable domain name that reflects your brand and niche. Shopify offers user-friendly templates to help you design your store.

Designing Your Store

Your store’s design is crucial to attracting and retaining customers. Customize your store’s theme to align with your brand. Ensure that your website is mobile-friendly, as many shoppers browse and make purchases using smartphones and tablets. Make navigation intuitive and display high-quality images of your products.

Adding Products

With your store’s design in place, it’s time to add products. Use captivating product descriptions that highlight the benefits and features of your items. Upload clear and appealing images. Set competitive prices and organize your products into categories for easy browsing.

Setting Up Payment and Shipping

Shopify offers a variety of payment gateways to facilitate transactions. Choose the ones that best suit your customers' preferences. Additionally, configure your shipping settings, including shipping rates and delivery options. Be transparent about shipping costs and estimated delivery times.

Before you launch your store, thoroughly test it to ensure that all features work correctly. Check for any spelling or grammatical errors. Once you’re confident in your store’s functionality, it’s time to hit the «Launch» button. Announce your grand opening on social media and to your network.

In the highly competitive landscape of e-commerce, effective marketing should be one of the key features of your Shopify store. It’s not merely about having a great product or a well-designed website; it’s about reaching your target audience and convincing them to choose your store over the myriad alternatives. Here’s an in-depth look at how to market your online store effectively:

Digital Advertising: It encompasses paid advertising efforts across various online platforms.

Social Media Advertising: Leverage social media platforms like Facebook, Instagram, and Twitter to create highly targeted ad campaigns. These platforms offer granular audience segmentation based on demographics, interests, and behaviors.

Keyword Research: Identify high-value keywords relevant to your niche and integrate them strategically into your website’s content, meta descriptions, and product listings.

On-Page SEO: Ensure that your site is technically sound, with proper HTML tags, image optimization, and a mobile-responsive design. Improve page load times and enhance user experience.

Quality Content: Create valuable, original content that appeals to your target audience. Regularly update your blog with informative articles and guides related to your niche.

Email Marketing: Email marketing is a powerful tool for nurturing leads and retaining customers. Implement automated email sequences, such as welcome emails, abandoned cart reminders, and post-purchase follow-ups.

Social Media Marketing: Engage with your audience on social media platforms.

Content Marketing: Content marketing involves creating valuable and educational content to attract and engage your target audience.

Once your store is up and running, the work doesn’t stop. Regularly update your product listings, monitor your inventory, and analyze your sales data. Respond promptly to customer inquiries and feedback. Continuously optimize your website and marketing strategies to stay competitive.

Starting your own Shopify store can be a fulfilling and profitable endeavor. By carefully choosing your niche, creating a business plan, and diligently following the steps outlined in this guide, you can set yourself up for e-commerce success. Remember, consistency and dedication are key to growing and sustaining your online business. Now that you have a comprehensive guide to starting your own Shopify store, it’s time to take action and turn your e-commerce dreams into reality. Good luck on your entrepreneurial journey!

— How much does it cost to start a Shopify store?

Starting a Shopify store can cost as little as $ 29 per month for the basic plan. Additional costs may include domain registration, app purchases, and marketing expenses.

— Do I need to have technical skills to use Shopify?

No, Shopify is designed for users with varying levels of technical expertise. Its user-friendly interface makes it accessible to beginners.

— Can I sell digital products on Shopify?

Yes, Shopify allows you to sell both physical and digital products. You can easily upload and manage digital downloads for your customers.

— How long does it take to set up a Shopify store?

The time it takes to set up a Shopify store varies depending on factors like the complexity of your products and how quickly you complete each step. You could have a basic store up and running in a day or two.

— What marketing strategies work best for Shopify stores?

Effective marketing strategies for Shopify stores include social media marketing, email marketing, content marketing, and search engine optimization (SEO). The best approach may vary based on your niche and target audience.

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Home » Sample Business Plans » Wholesale & Retail

How to Write a Shopify Store Business Plan [Sample Template]

Are you about starting a Shopify company? If YES, here is a complete sample Shopify store business plan template & feasibility report you can use for FREE . If you want to set up an e-commerce company that is like Shopify, then it is important that you take concrete steps in making that plan a reality. Even though eCommerce might look like an easy business to start up, but the competition out there is stiff especially as you would need to compete with well-known brand names where people prefer to sell from or shop from.

Though there are a lot of great tools you can use in gathering information on how to set up your shopify-like company; but it is best you consult a business expert who has knowledge about the industry you are in to help advice you on the possibility of your business making it.

Another important thing you will need to do is formulate a business plan for your e-commerce platform by thinking up features that will sway sellers and buyers to your site. Your market research must be competitive so that you can become successful. If you do not know how to write a business plan, it is best to seek the services of a business plan writer or check online for sample business plan templates.

A Sample Shopify Store Business Plan Template

1. industry overview.

The fact that consumers have been finding it difficult to visit brick and mortar stores due to hectic schedules has allowed for the growth of the e-commerce industry where customers can sit at home or in their office to shop. Also, transportation trouble is eradicated with the home or destination delivery offered by these platforms.

According to trends, products available online are usually cheaper than those sold in retail stores. Also, online stores usually give customers discounts, cash-on-delivery offers and other features that make it more attractive to shop online.

One good feature about shopping online is that buyers are able to see the specifications of the products and then compare them with similar products or alternatives. The speed of the internet and the increase in the ownership of smartphones and tablets has allowed for the growth of this sector.

The industry has experienced a lot of mergers and acquisitions as major brands keep acquiring other companies with niches in other areas in order to continue with their hold on the industry.

The industry has also experienced a lot of collaborations as major players have collaborated with third part vendors especially in providing logistic services. These collaborations are done in order to ensure that the processes flow smoothly.

North America has dominated the market on a global level in areas like consumer awareness, purchase pattern, and secured internet transactions; and this trend is expected to continue for a long time. Following closely behind is the Europe market.

It is expected that Asia-pacific will witness a rapid growth in the future on account of increase in the use of internet and technological devices.

The industry has had its share of difficulties as there has been counterfeit goods delivery from certain merchants or customers. Also, the monetary transactions being conducted online have given hackers opportunity to try and break into websites in order to get the information of customers.

2. Executive Summary

Juvia.com is an e-commerce company that has positioned itself to become a market leader by offering online retailers and buying customers a secure and simple way they can conduct their transactions online. Our company will offer a business-to-business solution to our online merchants regardless of what products or services they will be offering.

Our vision is to make eCommerce better for everyone by providing a hassle-free platform that will allow our customers build and focus on their retail businesses without distractions. We want online merchants from all over the world to use our platform in managing every aspect of their business and also change how purchasing works at the fundamental level for buying customers.

The eCommerce industry is filled with intense competition as there are huge brands such as Amazon, Shopify, eBay and the rest that have a huge share of the market, which is why our unique policy on handling returned merchandise will ensure that we secure a space for ourselves in the industry.

Part of our services include taking care of the needs of online merchants so that they are able to concentrate on their core competencies and not get distracted. Our other services include online 24/7 customer service, transportation and logistics as well as advertisements.

Because of how much we value our customers, we have developed a software application that will cater to the satisfaction of our customers by managing all their business activities seamlessly. We will also ensure that we form a strategic relationship with our online merchants as this will enable us to grow our customer base.

We have built a solid business structure that will allow us hire only the best to work for us. Our employees are not only competent but they also align with our core values as a company and are willing to work in ensuring that we attain our goals and objectives.

We have created an environment that is conducive enough to all our workforce and their welfare packages are one of the best in the industry especially amongst similar startups such as ours.

The company is founded by Jeff Ways, Diane Schultz and Michael Owen. Jeff has more than 15 years’ experience in this industry as he was top management for Amazon and Shopify. Diane has worked in UPS and will handle carrier alliances. Michael has close to 10 years’ experience in the information technology industry and has worked at big brands such as Microsoft and IBM.

3. Our Products and Services

At Juvia.com, we intend to offer services that will help retailers streamline their return process. We intend to allow the retailers on our platform to outsource a large part of their business so that they can focus fully on their core competencies and avoid distractions that will add little or no benefit to their business.

However, this will not be our only service as we intend to create multiple sources of income that will be in line with our objectives. It should be noted that while we might be looking to create a unique eCommerce platform for our clients (retailers and buying customers), we are established just like any business to generate profit and we will ensure that our revenue generation is within reasonable ambition for a company and under the permissible laws of the united states of America.

Some of the services that we intend to offer our various customers include;

• Domain name purchasing
• Secure Ecommerce hosting
• Online store
• Shopping cart system
• Integration of various payment gateway
• Marketing & SEO
• Escrow Service

4. Our Mission and Vision Statement

• Our vision is to make eCommerce better for everyone by providing a hassle-free platform that will allow our customers build and focus on their retail businesses without any sort of distractions. We want online merchants from all over the world to use our platform in managing their business and also change how purchasing works at the fundamental level for buying customers.
• Our mission is to ensure that we enhance customer service for our various merchants so that we not only help them increase their sales but we also help them retain a high number of their customers. We intend to improve the image of our eCommerce platform both for the merchants as well as buying customers by enhancing the interaction process and problem resolution time.

Our Business Structure

Our intention of starting Juvia.com is to build a brand that offers merchants a hassle-free platform in selling their products and or services and also ensure that their buying customers have the best experience possible when using our platform. It is to this effect that we have laid down plans to ensure that we get it right from the beginning by ensuring that we hire only competent and professional hands to all the available positions in our company.

We are building a management team that is not only filled with core professionals in their various fields but a team that has identified with our objectives and value and are therefore committed to ensuring that we are able to attain them.

We intend to ensure that our employees work in an environment that is not only conducive but also well structure. Due to the fact that we intend to offer a wide range of services to help us compete with already established brands, we will be hiring enough employees to fill in available positions in our company.

Below therefore is the business structure that we are looking to build at Juvia.com;

Board of Directors

Chief Executive Officer

Director of Finance

Logistics and Operations Manager

Information Technology Manager

Sales and Marketing Executive

Human Resources and Administrative Manager

Customer Service Executive

5. Job Roles and Responsibilities

• In charge of overseeing the strategic direction and growth of the company in specific areas such as financial stability, operations and well-being of the company
• Acts on behalf of shareholders in ensuring that the day-to-day affairs of the company are in order
• Provide report to shareholders regarding the performance of the company
• Engages in opportunities that will allow for the expansion of the company
• Creates room for strategic alliance and management of relationships with internal and external customers
• Engages in strategic guidance of the company
• Oversees the day-to-day running of the company
• Drafts the policies and structures that will be used by the company
• Ensures that policies are implanted and reviewed regularly in order to modify or remove ineffective ones
• Handles financial oversight on behalf of the company
• Ensures that the assets of the company are safeguarded
• Ensures that the overall budget is duly implemented
• Handles transportation and other logistics on behalf of the company
• Creates a strategic relationship between carriers for the benefit of the company
• Works hand-in-hand with the online merchants
• In charge of the overall technological efficiency of the platform at all times
• Develops software when needed and upgrades existing software on behalf of the company
• Controls the dissemination of information on the platform
• Develops marketing strategies and engages in marketing activities on behalf of the company
• Generates revenue for the company
• Handles and enhances public relations on behalf of the company
• Sources for and recruits competent employees and conducts orientation on behalf of the company
• Engages in employee appraisals and ensures that employees undergo regular trainings
• Oversees the administrative affairs of the company
• Handles customers on behalf of online merchants as well as on behalf of the company
• Ensures speedy resolve of customer complaints
• Remains updated as regards organizational policies so as to disseminate accurate information to clients at all times

6. SWOT Analysis

The fact that we intend to run a standard platform means that we must do all we can to ensure that we have the right information regarding the business which we intend to run. We have therefore engaged the services of a business consultant who has a thorough understanding of the industry to look through our business concept and determine our likelihood of survival.

The consultant intends to use an analysis that is objective to determine how ready we are internally and externally to handle the different scenarios that we would encounter running our business. The analysis will be done based on similar startups such as ours in the country.

The business consultant will be making use of internal attributes such as strengths and weaknesses and external factors such as opportunities and threats to determine if our business will be a success. Below is the SWOT analysis that was conducted on behalf of Juvia.com by our business consultant;

We have several strengths that will be of huge advantage to our business and they are the fact that we offer an operation that runs all hours and days of the week. This means that no matter where our customers might be located, they will experience no stoppage in their services.

Our business is one that is global and we have several retailers that have signed up from other countries other than the United States. Our services are fast and effective and we offer our customers comparison shopping where they can compare prices in our stores to that of our competitors. Also, our financial transactions are very secure and fast.

There are several weaknesses that plague our platform such as the fact that we are still a new brand and as such have not gained as much prominence as we would like in the industry, this we would solve through aggressive advertisement and publicity.

We have also found that transportation costs are a bit high and are therefore inadvertently increasing the price of products for our various merchants. We hope to tackle these by looking to partner with more transportation and logistics firms in order that we might have the upper hand when negotiating rates till we are able to handle transportation and logistics ourselves.

• Opportunities

Internet users are increasing daily which means more people are going to grab the opportunity to sell online or become buyers from online retail stores, thereby increasing revenue for platforms such as ours. Also, more opportunities exist in the fact that more people feel comfortable buying from the internet.

There are several threats that we expect to face when looking to start our business and while we expect to be able to handle some threats, some we understand will be beyond our control. Some of the threats that we expect to face include; dishonest merchants who will damage the confidence of customers in ecommerce platforms, dishonest customers who will damage the faith of merchants in the system, adverse government policies, arrival of a new competitor and economic downturn.

7. MARKET ANALYSIS

• Market Trends

The online retail sector is one of the largest segments in e-commerce as this is the sector that accounts for the sale of consumer goods and accessories. Online retail stores in the United States according to the U.S Commerce Department generated revenue of close to $262 billion in 2013.

The revenue boom experienced by online retail stores is not only due to the fact that consumers have become more sophisticated when it comes to shopping but the advantage of speed and dynamics has continued to see online retail stores having an advantage over brick and mortar stores.

According to a research report by Forrester, it is expected that in the next several years, online retail sales will outgrow sales from brick and mortar stores. The growth experienced in online retail sale has received great boost due to smartphones and tablets as well as penetration of internet service on a global level.

The business-to-business (B2B) and business-to-consumers (B2C) market is very huge in the United States, as during 2013, the B2B aspect alone generated nearly $560 billion. The players in the B2B sector are however huge brands that include networking and infrastructure companies. Other sectors in the B2B industry are growing as well from cloud computing to social networks and advertising.

8. Our Target Market

Our target market is wide enough as our platform is open to online retailers of various categories. We have however decided to conduct a thorough market survey of our target market based on information obtained regarding similar businesses like ours in the country.

Our intention of conducting a market survey is so that we have a better idea of what it is our target market wants in order that we might then offer the right services that will meet these wants. The fact that there are already huge ecommerce platforms in the industry doesn’t mean that there isn’t still a need that hasn’t been met.

From the result of our market survey, we are therefore in business to offer our services to the following;

• Online retailers
• Buying customers
• Carrier companies
• Corporate bodies
• Advertising companies
• Payment Processing Companies
• Other ecommerce platforms

Our Competitive Advantage

Even though there are huge brands in existence like Amazon, eBay, Shopify and the rest, we foresee that there will be three types of competition from three avenues such as Direct, Internal and Channel. Regardless of the avenue, we have laid down policies and plans that will ensure that we offer top notch services to our various customers not only here in the United States of America but also on a global level as well. In order for us to be able to achieve this, we intend to have several laid down strategies that will allow us have the needed edge we need over our competitors.

One of the first competitive advantages that we intend to have over our competitors is ensuring that we are able to offer unique services to our internal competitors by striking a partnership and strategic agreement with the merchants that will enable Juvia.com cater to agreements when it comes to handling returned merchandise, a service that other platforms haven’t perfected for their various customers.

We intend to also have strategic partnerships with various carriers so that we will have the upper hand when it comes to negotiating rates and preferential service terms for our online retailers as well as buying customers. We will ensure that we create a higher degree of flexibility in our services so that we will be able to adjust to the needs of our customers.

We intend to have top notch customer service in order to be able to support our online retailers and the buying customers. Our customer service will be online all hours every day to speedily handle requests, complaints and feedback. We will ensure that our customers are satisfied most of the time as this is likely going to help increase our retention rate.

We intend to have the best welfare packages for our employees especially when compared to similar start-ups such as ours. We will also ensure that our employees work in an environment that is conducive enough and that they undergo regular training that will enhance their skills and boost their productivity for our company.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Juvia.com has been established with the intention of not only generating revenue but also making profit in the eCommerce industry here in the United States of America. In order for us to achieve our aim of attaining profitability, we intend to offer various services to all our customers.

The services we are looking to offer in order to be able to generate revenue for Juvia.com include;

10. Sales Forecast

Juvia.com is an eCommerce platform that intends to offer merchants and buying customers an experience like never before when it comes to selling or buying via the platform.

The fact that we have chosen an easy enough name for merchants and customers to remember and easy enough to rank high in search engines means that we have strategically positioned ourselves to take on the available market and generate the revenue that will be needed to grow, sustain and expand our business. Through our estimation, we are confident of meeting our target and recouping our investment within our first three years of starting the business.

Our optimistic evaluation is borne out of the fact that we have conducted a critical evaluation of the eCommerce industry and our chances of making it in the industry. We engaged the services of a reputable business consultant who understands the business thoroughly to help evaluate our chances, and using data and information from similar startups such as ours in the industry, our projections were predicted.

Therefore, the findings of the business consultant for Juvia.com and based on certain assumptions are;

• First Fiscal Year: $1,000,320
• Second Fiscal Year: $2,200,000
• Third Fiscal Year: $5,000,000

N.B : It should be noted that the above sales projection was conducted based on what is obtainable in the industry during the period of the projection. Several factors were taken into consideration such as the arrival of a major competitor, change in government policies and downturn of the economy. Should the factors change from what it is now either positively or negatively, the sales projections for Juvia.com will either increase or decrease as well.

• Marketing Strategy and Sales Strategy

Marketing is crucial to a business’s survival and no business either established for profit or nonprofit can bypass this aspect. Through marketing, a business cannot only generate awareness but also generate the revenue that will allow the business to become profitable.

The right marketing strategies will not only enable us to penetrate our intended target market but we will also enable us gain a huge share of the market for ourselves and compete favorably against our competitors in the United States and even globally.

Before any marketing strategies can however be crafted and deemed effective, it is necessary that there be an overall marketing plan as this is what will act as a guide for any strategies that will be created. Our marketing plan was formulated based on the market survey that we conducted in our bid to know and understand or target market and know what is expected from us as well as what we should expect from them.

We intend to engage the services of a reputable brand consultant who has a thorough understanding of the market to help us create the right strategies that will be of huge benefit to our business and therefore enable us win a large percentage of the market not only here in the United States of America but also globally as well.

We will also engage a sales and marketing team to engage in marketing strategies on behalf of the company. Below are some of the sales and marketing strategies that Juvia.com will adopt in order to deliver quality services to our various clients;

• Ensure that we create a quality and secure website for the various online stores on our platform making sure that the website loads easily and ranks high on search engines
• Engage in push strategy by engaging in direct sales force promoted to only the merchants
• Place advertisements about our platform on several media outlets such as newspapers, magazines, radio and television stations
• Place advertising banners on popular forums and blogs as well as on websites of participating merchants
• Use social media platforms such as Facebook and Twitter to massively engage in sales and marketing activities

11. Publicity and Advertising Strategy

Deploying the right publicity and advertising strategies is very important if we intend to survive and gain awareness for our business in an industry that is quite competitive. We intend to use our publicity and advertising strategies to not only penetrate the market but also gain a huge share of the market that we can convert into revenue generation and profit maximization for our business.

Because we intend to hit the ground running when we start our business, we are going to hire the services of a brand consultant to help us create and deploy the right publicity and advertising strategies that will help boost our brand and communicate our image positively to the public.

Some of the publicity and advertising strategies that we intend to use in creating awareness for our business include;

• Promotion of our story and values to leading online blogs and forums
• Install our billboards in strategic locations all around Virginia as well as in certain cities in the United States of America
• Place adverts about our platform in newspapers and various magazines as well as on radio and television stations
• Sponsor and participate in relevant programs in various communities across the country
• Use our social media platform such as Facebook and Twitter to effectively promote our platform

12. Our Pricing Strategy

We have used a whole lot of factors to determine how our rates will be set. We intend to conduct a market research that will enable us know the right rates to set that will be affordable to our merchants, while not allowing us to run at a loss. We will also ensure that the prices we offer for our various packages are within the range of what our competitors are offering.

In order for us to attract more customers and increase awareness for our business, we intend to reduce our rates for at least three months across all packages and also offer a free two weeks trial for certain category of products that will be offered on our platform.

We have conducted a thorough analysis on whether our promo offer will hurt our bottom line and have found that even though we may not be making much during the three months period, but what we stand to gain will be for a long term.

• Payment Options

As an ecommerce platform, we are concerned about the convenience for our various merchants and their customers when it comes to providing payment options that will suit their different tastes and preferences. Therefore the different payment options that we intend to offer all our customers include;

• Payment via Juvia Pay
• Payment via Paypal
• Payment via Cyrptocurrency such as Bitcoin
• Payment via credit card
• Payment via Google pay
• Payment via Apple pay

It should be noted that the above payment options were carefully chosen because we had the interest of our several clients in mind. The payment options we know will work for all parties involved without hitches of any sort.

13. Startup Expenditure (Budget)

Even though starting an eCommerce platform might look easy since it is a service based business, it requires a substantial amount of capital in order to be able to stand out and compete with other existing eCommerce platforms. Capital will be needed to pay the salaries of employees, lease a facility, handle secure hosting and take care of other running costs till the business is able to generate revenue to take care of itself.

The areas where the generated capital will be spent on include;

• Fees for registering and incorporating Juvia.com – $2,000
• Obtaining of zonal and regulatory licenses and permits, as well as accounting, database and CRM software – $100,000
• Insurance coverage (General liability, errors and omission insurance and Workers Compensation) – $20,000
• Marketing expenses for general e-commerce activities as well as promotional activities to promote grand launching of Juvia.com – $100,000
• Cost of hiring reputable business and publicity consultants – $50,000
• Operational costs for the first 1 year of operation (employee salaries, hosting fees, utility bills) – $500,000
• Leasing of office facility for a period of three years including renovations – $150,000
• Cost of purchasing furniture, computers, printers, fax machines, phones – $50,000
• Cost of launching and designing a website – $20,000
• Cost of our opening party – $10,000
• Miscellaneous – $50,000

From the above breakdown, we would need the sum of $1,052,000 in order to not only be able to startup but to also successfully run Juvia.com here in Virginia. It should be noted that the bulk of the capital will go into paying the salaries of employees for at least one year as well as providing secure hosting on our platform.

Generating Funding/Startup Capital for Juvia.com Business

Juvia.com is an ecommerce platform that is owned by three friends, Jeff Ways, Diane Schultz and Michael Owen, who have enough experience in the ecommerce business. They have plans of allowing external investors inject capital into their business both at the start-up phase as well as the expansion phase.

The areas where they are therefore looking to generate their startup capital from are;

• Generate part of the start-up capital from sale of stock and properties
• Apply for loan from the commercial bank
• Get startup capital from external investor

N.B : We have been able to generate the sum of $352,000 from our sale of stock and properties. We have sought for capital from an external investor to the tune of $400,000 in return for a 5% equity. We consider this to be a fair deal and have signed the necessary documents.

We sought the sum of $300,000 from our bank and after due negotiation, we have agreed to pay back the loan in 5 years at a return interest rate of 3%. All the documents with the bank will be signed within the week and we will have the money credited to our account after then.

14. Sustainability and Expansion Strategy

Even though our intention is to offer a hassle free platform for merchants and visitors, we are established to generate revenue and maximize profit that will allow us to sustain and expand our business. Our sustainability and expansion strategies include reinvesting back into the business to boost our bottom line; ensuring that we provide our customers’ quality service in order to enable us retain and attract more customers to our business.

We are starting off our business with a substantial amount of capital from our pockets and also borrowed from the commercial bank and an external investor and it is therefore important that we have laid down plans and strategies that will enable us recoup this investment in order that we not remain indebted further than we should be, while also striving for profitability. We have a competent director of finance who will conduct periodic financial analysis and statement and ensure that we remain on the right path when it comes to our finances.

The eCommerce industry is filled with intense competition especially as there are already huge brands that have taken a huge share of the market; however in order to be able to gain awareness in the market, we intend to offer all our customers – merchants, buying customers and visitors quality service.

Our merchants will have no problems focusing on their business as we intend to handle all the other aspects of the business – customer care, shipping, advertising and so on – that might cause them any distraction.

Our customer service is top notch because we know how valuable our customers are to us. We have a customer support service that will ensure that all our customers get adequate attention on whatever issues they might need resolved or whatever inquiries they might need attended to.

We have a dedicated staff that will ensure that we are able to satisfy about 95 percent of our customers. We know that deploying the above strategies will enable us to achieve our sustainability and expansion strategies.

Check List/Milestone

• Business Name Availability Check: Completed
• Business Registration: Completed
• Opening of Corporate Bank Accounts: Completed
• Opening Mobile Money Accounts: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Application for business license and permit: Completed
• Purchase of Insurance for the Business: Completed
• Conducting feasibility studies: Completed
• Generating capital from family members: Completed
• Applications for Loan from the bank: In Progress
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents and other relevant Legal Documents: In Progress
• Design of The Company’s Logo: Completed
• Graphics Design and Printing of Promotional Materials: In Progress
• Recruitment of employees: In Progress
• Creating Official Website for the Company: In Progress
• Creating Awareness for the business both online and around the community: In Progress
• Health and Safety and Fire Safety Arrangement (License): Secured
• Opening party planning: In Progress
• Establishing business relationship with vendors – wholesale suppliers/merchants: In Progress
• Purchase of trucks: Completed

More on Wholesale & Retail

How to Create a Business Plan for Your Shopify Startup

• Elliott Pearce
• on March 22, 2023

Launching a Shopify store is exciting, but it’s easy to feel unprepared without a good plan.

You may have a brilliant idea—and the Shopify platform makes everything from marketing to finances easier to manage—but working out how to bring your vision to fruition is still a tremendous challenge.

Creating a business plan may be something a few entrepreneurs can do without, but for many others, it’s a vital tool for clarifying their startup’s objectives and their strategy for achieving them. A formal business plan is also a necessity for those seeking funding.

This article will help you decide if a traditional business plan is something that will assist you in launching your Shopify startup, and if so, show you the 8 key elements it should contain.

Are formal business plans essential?

Before we launch into the ins and outs of creating a successful business plan, it’s important to note that creating a full business plan may not be necessary or desirable for all entrepreneurs.

While almost everyone will benefit from doing some kind of planning before setting up a business, this doesn’t necessarily have to be a formal business plan.

For example, successful entrepreneur Cat LeBlanc uses what she calls a ‘concept to test’ . This involves laying out an idea and a value proposition, and then doing some marketing to see if the concept actually appeals to the target audience.

For those with the ability to be flexible and adapt rapidly in the face of market realities, this more minimal type of planning can certainly work. By contrast, sticking too rigidly to a business plan—no matter how well thought-through—in the face of changing or unexpected market conditions is a recipe for failure.

It’s also worth noting that for ecommerce entrepreneurs using Shopify specifically, various aspects of marketing, operations, and finances will be handled for them by the platform. This may reduce the level of detail required in a business plan.

But with all that being said, your personality type may be suited to engaging in meticulous planning and forethought before taking the leap. Creating a full business plan will force you to do several potentially valuable things:

• Think through every aspect of how the business would operate
• Clarify your business objectives and strategy
• Work out what is required in the way of resources
• Identity potential risks and roadblocks

So for many, working through all of these details may allow them to reach a more informed and confident decision about the viability of their business idea, provided that they’re willing to adapt their business plan once it meets with reality.

It should also be noted that for those looking to raise capital or take out a business loan, having a fully fleshed-out business plan to show to investors or your bank is pretty much essential.

Now that we’ve established that a formal business plan can be a useful tool for many (if not all), let’s discuss what it needs to contain to be effective.

What are the elements of a traditional business plan?

1. Executive summary

The purpose of the executive summary is to provide readers with an accessible, clear overview of your business, providing brief insights into key details like:

• Your business concept, vision, and goals
• What your product will be, and what sets it apart
• Your target market and customer demographics
• A summary of your marketing strategy
• An overview of your financial projections

If you’re writing the business plan only for your own planning purposes, the executive summary is optional. However, distilling everything in this way can be a useful exercise nonetheless.

2. Company description

This section involves describing your business in greater detail than in the executive summary. It should include setting out your company’s vision and mission, any important background information or history, and the ownership structure you’ll adopt (e.g. S corporation vs. sole proprietorship). Another important factor to plan for is where to base your startup .

As with the executive summary, this section is optional if you don’t intend to present your business plan to anyone. However, laying out in writing what the core values of your company will be, and what impact you want to have on the world is, can still be a very useful way to gain clarity on these big-picture issues.

3. Product breakdown

Here you’ll want to go into detail about the product (or range of products) that your Shopify store will be offering. You should flesh out:

• Product features and benefits
• Your pricing strategy
• Where products will be sourced from, e.g. will they be handcrafted locally or manufactured abroad?
• Information about any patents or trademarks required or already owned.

4. Market and competitor analysis

This section is where you’ll provide an analysis of the particular ecommerce market your Shopify store will operate in, as well as of your competitors.

This means firstly breaking down industry trends such as the size of the market, its growth rate, and projected future growth. These are crucial stats to consider, as you probably don’t want to be chasing a slice of a shrinking or stagnant pie.

You'll also want to break down data on your competitors, such as how they price their products, the marketing strategies they’re using, and how their products differ from yours.

Even if your product is first to market, it’s still worth considering any indirect competitors, i.e. where your customers are likely to be switching from spending their money.

5. Customer segmentation

Identifying your ideal customer (or target market) is crucial in creating an effective marketing strategy, as preferences can vary so widely between different groups—particularly in many ecommerce industries like fashion.

In order to work out which customer segment you should target, you’ll want to look at characteristics like:

• Physical location
• Education and income level
• Personal values, beliefs, and viewpoints

6. Marketing and sales plan

Once you’ve set out who your ideal customer is, you’ll need to explain what your strategy will be to actually get them to buy from you.

You’ll therefore need to figure out some key elements, such as your pricing strategy, how you’ll use the power of branding and design to set your product apart, and the marketing channels you’ll pursue to promote it.

Build a stronger brand with Sufio’s professionally designed invoice templates.

Who your ideal customer is will inform these parts of your marketing strategy. For example, if you’re targeting a younger demographic, you may opt for TikTok as an advertising channel—but probably not if it’s an older demographic.

7. Financial plan

Making a bulletproof projection of your business’s finances when you haven’t started it yet is likely to be tricky.

Producing realistic projections of profits and losses is an excellent exercise in determining how much financial headroom your business has.

If margins look tight, even in an optimistic projection that assumes you’d be making good levels of sales, you may need to think hard about how viable your business idea is.

The depth of information in your financial plan will vary based on who (you’re presenting the business plan to (if anyone)), but it generally includes an income statement, a balance sheet, and a cash-flow statement. You may also want to include your startup costs and funding needs.

8. Operations and logistics plan

The logistics and operations section outlines how you’ll ensure that your customers are being served by a finely tuned machine.

Key aspects to cover include:

• Sources of raw materials and your production location
• Manufacturing method and production time, and details of how you’d handle high demand
• The technology and equipment you’ll need
• Whether shipping and fulfillment will be handled in-house or through a third-party
• How you’ll manage your inventory

Your operations plan should also address how you’ll staff your business, e.g. how many employees will you need and in which roles?

Comprehensively planning operations and supply chain issues will also help to determine things like your pricing and break-even point, thus helping to inform your marketing and financial plans.

Even though Shopify businesses have functions like shipping handled for them, it’s still a good idea to have a solid plan for those elements of operations that don’t fall under the platform’s umbrella.

Streamline your invoicing process with Sufio

Hopefully, you now understand how a business plan can be an excellent tool to help you successfully launch your Shopify startup (even if it’s not mandatory).

Provided you adapt any plan once it meets the realities of the market, it can really help you clarify your ecommerce startup’s objectives and strategies.

Once you’ve launched your business, you’re likely to want to leverage the power of automation to save you time and money while reducing the potential for costly errors.

Sufio is a professional invoicing app for Shopify that allows you to generate invoices that are fully compliant, display the right currency, and are translated into the customer’s language. All automatically.

So, when you’re ready, try Sufio’s powerful automated features with this 14-day free trial.

Professional invoices for Shopify stores

Let Sufio automatically create and send beautiful invoices for every order in your store.

Install Sufio - Automatic Invoices from the Shopify App Store

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Retail | How To

How to Set Up a Shopify Store in 9 Steps in 2024

Published January 15, 2024

Published Jan 15, 2024

REVIEWED BY: Meaghan Brophy

WRITTEN BY: Agatha Aviso

This article is part of a larger series on Retail Management .

• Step 1: Sign Up for a Free Trial

Step 2: Add Products

Step 3: set up payment methods, step 4: design your store, step 5: connect a domain, step 6: configure back-office settings, step 7: set up fulfillment processes, step 8: launch your shopify store, step 9: market your shopify store.

• How to Set Up Shopify FAQs

Bottom Line

Setting up your online store is the next step in starting an ecommerce business or bringing your retail store online. This article shows you how to set up a Shopify store step by step, with tips to help you along.

Don’t worry if you are not ready to commit to a paid subscription plan—you can sign up for the free Shopify trial . Simply create an account and follow our detailed guide below.

Visit Shopify

Everyday Knits is the demo store we created for this guide.

Before You Start

Before you follow our steps below and learn how to use Shopify, I strongly recommend identifying your business goals. Ask yourself: Do you want to exclusively sell online or sell in person as well? Do you plan to sell on other online places aside from your online store like Facebook? These questions help speed up your setup process.

Here are some action steps I recommend:

• Decide which sales channels you want to use
• If you plan to sell in person, then learn more about Shopify’s point-of-sale (POS) hardware
• Decide which Shopify pricing plan you need; you don’t need to choose a plan until the end of your trial.

Shopify is our pick for the best ecommerce platform because it is user-friendly and gives the ultimate flexibility when selling online without too many technical requirements—it allows you to dropship and connect with other sales channels and third-party marketplaces.

Step 1: Sign Up for a Shopify Free Trial

The first step in creating a Shopify store is to sign up for a free trial—this lets you try Shopify for three days, after which, you only pay $1 per month for the first three months of your chosen Shopify subscription.

Go to Shopify’s homepage and click the Start Free Trial button at the top of its navigation menu. Doing so launches a setup wizard where you will begin setting up a trial account. Click through the images below to see what it looks like.

You don’t have to take too long answering each question in the startup wizard. Shopify uses your answers to get to know you and your store better.

Don’t be afraid to explore other sales channel options in Shopify—pick as many as you like because you can always change these later under the Sales Channels tab in your Shopify dashboard.

You can also connect alternative or emerging sales channels such as YouTube, Patreon, and Twitter to a Shopify store.

You’ll be asked to enter a store name, which will become your default website address (e.g., storename.myshopify.com). You won’t be able to change this , so think about this thoroughly . You can opt not to enter it now, as Shopify will generate a store name for you (e.g., 9c4135.myshopify.com). You can also buy a custom domain (e.g., yourstore.com) and connect it (more on this later).

After entering your store name (or skipping that step), you will need to enter an email address and password to finish setting up a Shopify account.

If you get stuck on a step while setting up your store, don’t worry. You can skip a step and go back to it later, as Shopify prompts you if you haven’t finished setting up a particular section. You can also see which steps to finish in your Home dashboard.

Still deciding if Shopify is right for you? Read our in-depth Shopify review to learn more about its features. If you have decided to sell products through dropshipping, read our guide on how to set up a Shopify dropshipping store .

Once you finish the initial setup wizard, you will be taken to your Shopify dashboard. The view is similar to the image below. The navigation bar on the left has all the sections you need to manage your Shopify store. For now, it is time to add products.

After logging in to your account, click Products in the left navigation bar and then choose All products . If it’s your first time, you will see the Add product button in the middle of your page since it is empty.

Shopify will ask you to enter information about the product, including:

• Title: Whatever you put in this field will be customer-facing.
• Product description: This is where you want to both describe and sell your product. Include important details shoppers want to know as part of their purchase decision.
• Media: Add product photos, 3D models, and videos.
• Pricing: Set the product price, currencies, taxes, sale pricing, and cost per item (more on these later).
• Stock keeping unit (SKU) number : An SKU is an optional unique code assigned and used to internally identify each product, which helps with tracking and reporting.
• Universal product code (UPC) : The manufacturer-assigned product number is called a UPC. If you’re selling books, this would be the ISBN.
• Variants: If an item is available in multiple sizes, colors, scents, etc., you’ll want to enter them all as one product with multiple variants instead of many individual products.
• Shipping: Indicate whether or not it’s a physical product and the country it will be shipping from.
• Selling channels: Shopify lets you connect to other sales channels—such as point of sale (POS) , Linkpop, Facebook, and Instagram. Control which individual products you want to sell in each.

Note: You are not required to provide each product detail. However, any detail you provide affects how the product is displayed to customers. It can make it easier for you to organize your products and help customers find the product.

Expand the sections below to view what it looks like in the Shopify dashboard, plus a few more tips on entering information for each section:

Title & Product Description

Put the name of your product that you want to display to your customers in the Title field.

Product descriptions describe (and sell) your product. They don’t have to be professionally written; you just need to keep your customer in mind when writing them. Think about what they need to know to feel confident in their decision to buy.

If you’re a reseller, don’t use the manufacturer’s exact description because your product descriptions need to be unique to search engines.

Did you know? Shopify has jumped on the AI train by introducing AI-generated product descriptions through Shopify Magic . You can save time and effort in creating product descriptions by entering prompts in the Magic Tool. Take a look at how it works below.

I entered a product title, “Christmas stocking for babies,” and typed in a few keywords. I wanted the tone to be playful and reflective of my brand, and it was able to generate the description.

The area where you put your product description uses a rich text editor so you can format your text.

Related: How to Write a Product Description That Sells (Plus a Free Worksheet)

Under the media section, you can upload images, 3D models, and videos to show your product’s appearance.

Images: The most recommended file type of images is PNG, followed by JPEG, and GIF. However, PSD, TIFF, BMP, HEIC, and WebP are also accepted. Product and collection image sizes need to be 20MB or less to be added to Shopify.

Videos: You can upload a video file or embed a YouTube or Vimeo video link. For direct video uploads, the requirements are:

• Length: Up to 10 minutes
• Size: Up to 1GB
• Resolution: Up to 4K (4096 x 2160 px)
• File type: .mp4 or .mov

3D Models: To display videos or 3D models on product pages, your online store needs to use a theme that supports the media that you want to add. It also has the following requirements:

• Size: Up to 500MB
• File type: GLB, USDZ

Product presentation in photos makes all the difference. Use high-quality photos. Starting out small? Most smartphones are capable of shooting photos, and you can use free photo editing tools to edit them.

• How to Take Quality Product Photos at Home
• How To Create a Sales-boosting Product Video at Home

Options & Variants

If your product has variants, check the box that says, “This product has options, like size or color.” You will then be able to set up product options.

Once you set up variants, you can attach images, set up pricing, inventory quantities, and SKUs. If you have multiple variants, it is advisable to open the bulk editor so that you don’t have to scroll sideways to set up product details per variant.

This is the bulk editor view for product variant setup.

Pricing & Inventory

For pricing, you can enter the following details:

• Price is the amount you are charging for the product. Click Charge taxes on this product if the product is taxable.
• Compare at price is the original price for a product on sale. When you enter a compare at price, the product displays a sale price.
• Cost per item is how much it costs to secure the product and is optional. If you resell a product, enter the manufacturer’s price, excluding taxes, shipping, or other costs. If you create the product yourself, enter a value that is based on your labor and material costs.

For inventory, you can enter the following information:

• SKU (stock keeping unit) is the code that identifies the product within your business and is optional. For effective tracking and sales reporting, each SKU needs to be unique.
• Barcodes (ISBN, UPC, GTIN, etc.) are typically used by resellers and are unique identifiers used internationally to store and locate product information.

It is easier to set up pricing and inventory for products with no variants. Add your wholesale cost per item and your retail pricing to track your profits on each sale.

• Pricing Strategies (+ Pricing Strategy Examples)
• How To Price Products (+ Profit Calculators)

You need to set up shipping rules for physical products. Shipping rules (e.g., flat rate, free shipping, country or region-based rates) can be set up easily for individual products, collections, or your entire store. More of this will be discussed in later sections.

For shipping and fulfillment, you can enter the following information:

• Check whether the product needs to be shipped by checking This is a physical product .
• The Weight field only appears when This is a physical product is checked and needs to be exact because it is used to calculate shipping rates.
• The Country/Region of origin field is where the product was manufactured or assembled.
• If you want to ship the product internationally, enter the harmonized system (HS) tariff code because they provide customs with information so that correct tariffs can be applied to the order.

• How To Offer Free Shipping on Your Products
• Ecommerce Shipping & Handling Guide [+ Free Checklists]
• FedEx vs UPS vs USPS: Shipping Comparison
• FedEx, USPS & UPS Dimensional Weight Calculator (+ Ecommerce Shipping Tips)

The search engine listing preview is a preview of how your product will appear in search engine results. The preview has the product title, the product slug, and part of the description. Edit the product details so that it’s easier to find on Google.

You can also manipulate the meta information that Google and other search engines display on results pages.

Related: Ecommerce SEO: The Ultimate Beginner’s Guide

Product Organization

• Product type: You can create different product categories to organize your site and inventory tracking—for example, shirts, pants, jackets, etc.
• Vendor: Add the vendor or supplier information to reorder as items run out easily.
• Collection: Create collections, such as “Fall 2022” or “Back to School,” so that shoppers can browse by theme or event. They let you organize and curate your products for specific purposes and audiences. Display collections in your navigation or homepage, similar to having a catalog. When setting up collections, the same product can be part of multiple collections
• Tags: These are keywords you can add to products so that they are easy to search on your site. For example, if you sell pants, you can add tags based on color (navy, khaki), fabric (denim, cotton), and more. Tags can also help to automate actions in your store, like adding a product with a specific tag to a specific collection

An example of how to organize products in a Shopify store

• Take advantage of setting up your tags and keywords correctly. Collections and tags help your customers easily find products and related items in your store.
• Collections help organize products, and you can set these up extensively in the Collections tab under Products in your Shopify dashboard. A collection can have a title and short description to help with search engine optimization (SEO) and can auto-populate using tags or other product details when you add products.

Adding products individually might be best if you are just starting or have a limited inventory. However, if you’re bringing your brick-and-mortar store online or switching from another ecommerce platform, uploading your products in bulk can save a ton of time. Shopify has a sample CSV file you can download, add your product information, and then upload to the Product Manager. To import your CSV file, go to All Products > Import > Add File.

If you are already using a POS or inventory management system , downloading the CSV template and adding your products will likely be faster than adding products one by one.

A sample product page

After you have added your products, the next step is to set up payment methods for your online store. To get started, click Finances from the navigation menu and then Set up Shopify Payments .

You can use Shopify’s built-in processor, Shopify Payments, or go with your preferred payment provider.

You can use Shopify Payments or a compatible third-party payment processor for your Shopify store. Shopify offers customers the following payment methods:

• Visa, Mastercard, American Express, Discover, JCB, Diners Club

Setting up Shopify Payments

If you want to use Shopify Payments, you’ll need to provide the following:

• Employer Identification Number (EIN)
• Banking information
• Average price of your orders
• Average shipping time for your orders

To set up Shopify Payments, navigate to Settings in the left navigation bar, and then choose Payments .

The easiest (and most cost-effective for new businesses) payment processing method for Shopify stores is Shopify Payments.

You’ll either see the option to Complete account setup (if you haven’t set up a credit card payment provider for your account) or to Activate Shopify Payments if you’ve enabled a different provider. The latter will remove any providers associated with your account and replace them with Shopify Payments.

You can also adjust payment settings, including

• Payout details: Shopify will automatically deposit earnings from sales into your bank account. The default description on the payment will be “Shopify,” but you can change the name of your store or business (if, for example, you have multiple Shopify stores).
• Payout schedule: Choose whether you are paid every business day, weekly, or monthly.
• Fraud prevention: You can choose to automatically decline charges that fail AVS postal verification (the zip code on the customer’s payment method does not match what they entered) or AVV verification (they enter the wrong 3- or 4-digit security code).
• Customer billing statement: Choose what name shows up on customers’ bank statements when they purchase from you and add a contact phone number.
• Multiple currencies: Accept dozens of currencies, including Canadian Dollars, British Pounds, and Euros.

After you set this up, it’s a good idea to conduct a test transaction on your store.

• How to Use Shopify Payments: Ultimate Guide for Businesses
• Shopify Payments Review

Setting up Different Payment Options

If you’re using Shopify Payments, you can still activate PayPal and Amazon Pay to offer shoppers more one-click or one-touch payment options . You can also activate alternative payment options—including buy now, pay later (BNPL) and installment payment plans from Affirm, Afterpay, Klarna, Sezzle, and others.

Learn more about how payment processing fees differ from each plan in our Shopify pricing guide .

Shopify makes it easy to add PayPal payment options.

This is where the fun part begins! Now that the mundane tasks of adding products and setting up payment processing are over, it’s time to bring your vision to life with Shopify’s website design tools. You can opt to create your own designs or use one of Shopify’s many available designs.

Add Brand Assets

The first step in designing your store is to add your brand assets to Shopify—your logo, colors, and cover image. You can directly access this through the setup guide, but you can change this anytime by going to Settings from the navigation menu and scrolling down to click Brand .

Upload the following:

Common brand assets used across apps and channels:

• Default Logo : Used for most common logo applications (HEIC, PNG, or JPG; 512 pixels minimum recommended width)
• Square Logo: Used by some social media channels and may be cropped into a circle (HEIC, PNG, or JPG; 512×512 pixels minimum)
• Brand colors: Primary and secondary colors (HEX codes)

Additional brand assets that are usually used by some apps and social media channels:

• Cover Image: Shows off brand in profile pages and apps (HEIC, PNG, or JPG; 1920×1080 pixels minimum)
• Slogan: Brand statement or tagline often used along with your logo (80 characters)
• Short description: Business description often used in bios and listings (150 characters)
• Social links: Often used in the theme footer (Facebook, Twitter, Pinterest, Instagram, TikTok, YouTube, among others)
• The Best Sites for Logo Design (Free & Paid Options)
• How to Pick a Website Color Scheme
• How to Pick a Font for Your Brand

Choose a Theme

Next, you’ll choose a theme for your online store. You can use a templated theme or create your own. If you use a premade theme, you can customize it, so it’s unique for your online store. Browse free and paid themes in the Shopify Theme Store .

NOTE: You need to unlock this feature by upgrading to the $1/month trial for three months.

Click Customize theme from your Shopify dashboard to access free themes, purchase a theme, or upload a theme.

Once you find one you like, click Try theme to test it before purchasing and adding it to your site. If you like the theme, select Buy theme ( Add theme if it’s free) to apply it to your Shopify store.

You can also choose to upload the .zip file to your Shopify site if you have your own theme. To do this, go to Themes in the left navigation bar and click Upload theme . A window will pop up; select Choose File and upload the .zip file you want to use.

When choosing a theme, consider the following:

• Make sure the theme follows ecommerce website design principles .
• Check if the theme you like has the features you need built in, like a search bar that auto-completes queries or a section that displays press mentions.
• Don’t pick a theme based on colors or fonts. These are all things you can customize later.
• Try a paid theme before you purchase it for a one-time fee.

The default theme for Shopify is Dawn. You can click on the Customize button to add design elements and make the store your own. We will discuss how to do it in the upcoming sections.

Create Navigation

The dropdown menus on your site help users navigate different pages, and you can customize these accordingly. From the navigation bar, scroll to Sales Channels > Online Store . Click on Navigation .

Shopify has default navigation menus you can easily edit. You can also add new menus or link to lists for nested menus.

Click Add menu item to add new navigation options. Here, you’ll enter the title and where you want it to link. When you’ve added all your menu items, hit Save menu .

You can add three types of navigation to your website:

• Main navigation or top menu: To avoid cluttering, you can create submenus (i.e., dropdown menus) under each item.
• Footer navigation: This is where you put links to pages that might distract visitors but still need to be available. Most online shoppers will know to look here for information like your return policy or contact page.
• Search: This is especially useful if you have an extensive catalog of products and many pages on your website.

Tip: Organize your navigation to prioritize the actions you want visitors to take—with a focus on shopping.

Build Individual Pages

Your Shopify store should consist of more than just a homepage. You’ll need product pages, a contact page, and other pages to help users get to know your brand and products.

To add a new page, go to Pages under the Online Store menu in the navigation bar. Then click Add page .

To publish the page, choose a publish date under Visibility . If you’re not ready for the public to see it yet, you can always select Hidden or schedule it for a future date. When you’re done, click Save .

Your Shopify store pages use a WYSIWYG editor.

You don’t need to have all your pages ready for launch, but some of the most helpful pages to your shoppers are the following: About page, Contact page, FAQ page, Policy pages.

• About page: Some ideas to include on this page are 1) a video introducing yourself or the business; 2) links to awards and press mentions; and 3) images that explain your supply chain or display the faces behind your business operations.
• Contact page: Most Shopify themes let you create one easily. Give instructions to help customers get in touch or even link out to other pages, like an FAQ, to help customers troubleshoot their own problems first.
• FAQ page: A frequently asked questions page helps address some of the common customer support inquiries.
• Policy pages: Policy pages are standard practice for online businesses. Under Settings > Legal in Shopify, you can generate templates that you can customize according to your business and local laws. It is recommended you develop the following policies: return policy , privacy policy, terms of service, and shipping policy.

Customize Your Store

The final step in designing your store is customizing the look and feel. To make additional tweaks to the design of your Shopify site, you can go back to the Themes section of your Online Store from the navigation bar. Find the theme you want to edit and click Customize .

The theme editor is where you can customize your home page and set up what you’d like your product pages, site pages, blog pages, cart, checkout page, and more to look like.

When designing your homepage, think about what goals you want your homepage to accomplish and determine how they can help with your business. For example:

• Prioritize first-time visitors. Help them quickly understand your business to encourage them to buy.
• Accommodate returning visitors, and make it easy for them to navigate and purchase items.
• Design your homepage with the intention that most will be viewing from their phones. Make it easy for them to scroll.

You can easily move, add, delete, or hide sections in your theme editor.

Make sure to preview your theme in mobile and desktop layouts when making any changes.

Shopify has previews for desktop and mobile.

When you create a Shopify site, you can use your own domain or purchase a new one through Shopify.

What is a domain name ? Think of it as buying real estate for your business, but this time it’s on the internet. Learn how to choose a domain name and explore domain name ideas .

You can transfer your own domain name or buy one through Shopify.

• Transfer a Domain
• Buy a New Domain

To use your own domain, you’ll need to log in to the portal of whatever you used to purchase and manage that domain. Unlock the domain you want to transfer to Shopify and get the transfer authorization code. In Shopify, go to Settings . Choose Domains in the left menu. Select Connect existing domain and then transfer in your domain .

Enter the domain name and then click Next . Select Verify domain . You’ll see either “domain unlocked” or “domain locked.” For the former, click Next . In the case of the latter, you might need to go back to your provider.

Enter the authorization code and click Next . Select Buy and transfer . Your domain will typically be transferred in 20 days or less.

For a more seamless option, you can also purchase a brand-new domain name directly through Shopify.

Every Shopify account comes with a Shopify domain, but you can purchase or transfer in a more custom domain name.

In Shopify, go to Settings . Choose Domains in the left menu, then click Buy new domain . Enter the name of the domain you want and choose your extension.

Once you find a URL you want, click Buy . Shopify will then take you through the domain purchase and registration process. It can take up to 48 hours for your domain to be active.

After you have connected a domain, the next step is to configure back-office settings for your store—taxes and duties, billing information, and notifications.

Set Up Tax Collection

Depending on where your business and customers are located, you may need to adjust your Shopify store’s tax settings. Shopify automatically adjusts taxes for US-based sellers and sales, but you’ll need to add tax and enter your tax registrations if you’re in Canada or use default or custom rates for each location if you’re outside the US and Canada.

Related: The Ultimate Guide to Ecommerce Sales Tax

Navigate to Taxes and duties in the left menu (Under Settings) to review your default settings. You can also adjust taxes for shipping, specific products or collections, digital products, exempt customers, and more.

Shopify makes it easier for you to include or exclude taxes on your product pricing.

Manage Billing

Before you can launch your store beyond the free trial, you’ll need to give Shopify your credit card or bank account information for recurring payments. You can update this at any time.

To manage and change your billing information, navigate to Finances in the left navigation menu and click on Billing . Go to the Payments methods section to change your billing method. You’ll want to look for something that indicates “replace.” You can also view your billing history under Recent bills .

Customize Your Notifications

Shopify can send notifications to you, your team, or your customers when certain parameters have been met. For example, you can receive an alert each time a new order is placed, an item has gone out of stock, or a package has been shipped. Go to Notifications in the left menu to do the following:

• Edit notification templates
• Add, modify, or delete notifications
• Create email and SMS notifications

If you are starting a new business, you’ll likely handle order fulfillment in-house until your order volume starts to grow. You can connect third-party fulfillment partners to your Shopify store or use Shopify Fulfillment, which seamlessly integrates with your site and connects you to a full-service network of end-to-end shipping and fulfillment providers.

Select Shipping Settings

Look for Shipping and delivery in the Settings menu. Here, you can do the following:

• Add shipping locations
• Add, edit, and delete package types (look for Packages )
• Configure default package dimensions (in the Saved packages section)

Configure custom shipping rates, local pickup and delivery, and save package sizes in this section of your Shopify store settings.

Set Store Policies

Shopify allows merchants to have the following policies:

• Refund policy
• Privacy policy
• Terms of service
• Shipping policy
• Legal notice
• COVID-19 prevention policy

Find Policies in your Settings menu and either enter your ready-to-go policies or click Create from template to use Shopify’s boilerplate copy as a starting point. When your changes are complete, click Save . These policies will display on your Shopify site’s footer. You can also add them to product pages, store menus, and social media. You can choose to create your store policy from Shopify’s existing template.

Customize Your Checkout Page

Shopify’s new drag-and-drop checkout editor lets you easily customize your checkout page with your branding colors, images, and fonts. (Source: Shopify)

Shopify’s new checkout page also lets you install checkout apps that can be easily edited in the new checkout editor. (Source: Shopify)

Navigate to Settings > Checkout and accounts to manage:

• Customer accounts: Choose whether user logins are disabled, optional, or required for purchases.
• Contact methods: Select whether shoppers can provide their email and/or phone number at checkout, or if their email is required. Also, choose whether or not shoppers are prompted to add notifications for shipping updates or download Shopify’s Shop app to track order status.
• Form options: Choose what fields are hidden, optional, or required for customers to fill in at checkout, including first and last name, company name, address, and phone number.
• Shipping : Choose whether or not to display tipping options.
• Order processing: Select whether or not to use a customer’s shipping address as the default billing address, whether electronic items such as gift cards should be automatically fulfilled, and when a customer order should be archived.
• Email marketing: Decide whether or not to show a sign-up option at checkout and if it should be pre-selected.

You can also use the theme editor to make adjustments like adding a background, logo, or image; changing the font and colors; adding bot prevention; and adjusting the form fields.

After configuring back-office and fulfillment settings, it’s time to check everything before launching your Shopify store. We recommend running a test transaction first, removing the password to your Shopify store to publish, and measuring analytics for performance.

Run a Test Transaction

Before opening your Shopify store to the public, give it a test run with a dummy transaction. Go to Payments in your settings menu on the left. Disable your payment gateway if needed .

Follow the steps to activate testing:

• In the Shopify payments section, click Manage.
• At the bottom of the page, click Switch to a third-party provider, and then click Switch to a third-party provider again to confirm.
• Select (for testing) Bogus Gateway from the list.
• Click Activate (for testing) Bogus Gateway. Hit Save.

Shopify recommends testing more than just placing an order, including other things like

• Successful transactions
• Failed transactions
• Canceled orders
• Partial vs. whole fulfillment
• Archiving successful orders

Remove the Password to Your Shopify Store

After successfully running a test transaction, it’s time to publish your store by removing its password. To do this, go to Online Store > Preferences from the navigation menu and click Remove Password .

Measure Analytics

Shopify has built-in analytics tracking and reporting and works with third-party providers like Google Analytics. Its native data reporting tools will automatically kick on. You’ll have three separate tools right out of the gate: Dashboards, Reports, and Live View.

The dashboard allows you to see daily or date range-specific statistics like total sales, returning customer rate, conversion rate, average order value, traffic source, and more. Reports offer detailed breakdowns in eight categories: sales, acquisition, profit margin, customers, behavior, finances, marketing, and inventory. Live view allows you to see your current site visitors.

Shopify offers plenty of built-in tools to expand your customer base and increase sales. In addition to Shopify’s in-store and omnichannel sales tools, one of the best features of Shopify is that it integrates seamlessly with many other online marketplaces. So, you can sell on social media sites and manage your orders through the Shopify dashboard.

Add Sales Channels

Shopify offers over a dozen additional sales channels, including POS, Facebook, Instagram, eBay, Messenger, Google, Pinterest, and B2B wholesale storefronts.

To add sales channels, you can find the corresponding channel in the Shopify App Store or your dashboard, depending on the channel. For the latter, click the “>” icon next to the Sales channels heading in your left menu.

• How to Set Up a Shopify Facebook Store
• How To Sell on Instagram
• How to Sell on TikTok
• How to Sell on Pinterest
• How To Sell on YouTube
• How To Sell on Etsy
• How to Sell on Amazon

Set Up Email Marketing

Shopify Email allows you to send newsletters to your subscribers. Add the app to your store and then access it through your dashboard in the Marketing section. Click Create campaign and then select Shopify Email to build your first email.

Allow customers to opt-in to receive emails. This is a setting you can configure under Settings > Checkout .

See our tips on email marketing for retailers .

Use Shopify’s Built-in Campaign Features

Marketing on Shopify comes with a range of marketing tools to help you build and promote campaigns including blogging tools, SEO features, automation tools, targeting Facebook ads , Google advertising , and more.

Shopify’s automation apps and add-ons include options for abandoned cart recovery, SMS messaging for promotions, and email list segmentation.

Alternatively, you can also enhance your Shopify store by using apps from the Shopify App Store.

Set Up SEO for Your Store

Another area of your store where you’ll want to keep SEO in mind is the Title and meta description fields, which can be found under Sales Channels > Online Store > Preferences.

Set up SEO settings for your whole store in the Preferences tab in your navigation menu sidebar. Always remember search engines show the most relevant results to the user, so try to choose keywords that are directly relevant to your business.

Track Your Customers

This is an example of what your reports look like from your dashboard. You can customize date ranges for comparison.

To learn more about your customers, go to Analytics in the left navigation and select Reports . Look for the Customers section. Here, you can find the following insights as well as customize your own reports:

• Customers over time
• First-time vs returning customer sales
• Customers by location
• Returning customers
• One-time customers
• At-risk customers
• Loyal customers

Learn how to use retail metrics to drive more sales for your business.

Frequently Asked Questions (FAQs)

Click through the tabs below to see the answers to the frequently asked questions on how to use Shopify for an online store.

How much does it cost to start a Shopify store?

To set up a Shopify store, expect to pay $300 to $600 in startup fees and around $75 to $150 in monthly expenses at the onset, including add-ons. If you need to sell in-store, that will be an additional $49 to $499 for hardware purchases plus an $89 per location monthly fee for using Shopify POS Pro.

Can I set up a Shopify store by myself?

Yes, you definitely can. Shopify has a user-friendly website builder and intuitive user interface that makes it easy to set up a Shopify store with zero to little technical knowledge. Shopify’s dashboard is also peppered with helpful prompts to guide you through along with an extensive knowledge base and 24/7 support team.

Is setting up a store on Shopify free?

No, you need to be subscribed to a paid Shopify plan to start selling online. You can, however, sign up for a free trial with Shopify to help you decide if it is the right solution for your business needs.

Learning how to set up a Shopify store is an excellent way to start an online business. The user interface is simple and intuitive, and you can use thousands of apps to add extra features to your website. Get started with Shopify’s free trial.

About the Author

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Agatha Aviso

Agatha Aviso is a retail software expert writer at Fit Small Business. She specializes in evaluating ecommerce and retail software features that help small businesses grow. She has evaluated dozens of the top software for retail SMBs. Agatha has more than 10 years of experience writing online content for both small business owners as well as the marketing industry. She also served as a content strategist and digital marketing manager for many entrepreneurs.

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How to create a successful Shopify store in 30 minutes

• By Editor Team
• 26 Mar, 2024
• 26 Min Read

In 2022, Shopify has 2.3 million active visitors from 175 countries every day, and 3.6 million online stores use Shopify, where 69.67 % of the stores are registered in the United States.

Want to set up an online store? Shopify is your best bet! But how to create a successful Shopify store?

Well, setting up a Shopify store is no rocket science . By the time you reach the end of this blog, you will know everything you need to create a successful Shopify store. So, let’s get ready to explore the basics and other nitty-gritty of this popular e-commerce platform, which will give you a headstart!

• What Is Shopify?

Shopify is a popular Canadian eCommerce platform . It was launched in 2006 to make it easy for eCommerce business owners to manage an online store. To run your e-store and to get access to all the perks offered by Shopify, you will need to pay a monthly fee.

Why Should You Choose Shopify?

Many people get worried when they want to start an online business. Looking for the right professionals to set up a brand new website, managing the inventory, ensuring data security, and many other crucial tasks can be hectic for newbies.

The main aim of Shopify is to simplify the hectic tasks for eCommerce business owners. But why should you use this eCommerce platform over others? We searched and found the following benefits, which will make it easier to manage your business.

1. Hassle-Free Site Design And Setup  

All you need to do is to log in and start designing and setting up your shop. There’s no need to code or create a unique design for you when creating your site, as Shopify already took care of that!

With just a few clicks and selecting the desired options, you will be only on your way to creating a visually appealing eCommerce shop within a short time.

2. Easy to Use Admin Dashboard 

The admin dashboard is easy to use. You can do different things to manage your outlet. And it usually depends on which device you use to log into your Shopify account.

According to Shopify, you can easily manage all the activities when logged in through the browser. Using an updated web browser is best to use all of the available Shopify features.

Shopify supports multiple browsers such as Google Chrome, Mozilla Firefox, Apple Safari, Opera, and more.

On the other hand, through their official app , you can manage your orders, update the catalog, and view the recent activities to keep track of your business.

3. Reliable and Secure Platform 

Operating an online outlet is much more than just managing the inventory and keeping track of the sales. You’ll also need to deal with customers’ personal and financial data, which are confidential. And this is one reason why security should be at the top of your list.

Shopify takes care of your security concerns as it offers one of the best secure platforms along with the necessary maintenance and upgrades.

4. Get Access to Various Marketing Tools 

Marketing is one of the main aspects of any business, and Shopify knows this well. Here, you will have access to helpful tools such as eCommerce shop statistics, eCommerce analytics, and SEO features that help you compete with other online shops.

5. Offers Excellent Customer Support 

Offering excellent customer service is one of the best things about Shopify! You can access 24/7 customer support through live chat, email, or phone when you choose this platform.

6. Safe and Easy Payment Setup 

When setting up an eCommerce business, the priority should be ensuring secure and safe payment. Shopify offers a variety of payment options . Moreover, you can set up the payment gateway with ease.

7. Integrate Various Apps With Ease 

You can easily integrate multiple apps with your Shopify site. Integrating an app is an easy way to add extra features and functionalities. There are multiple ways to install an app.

The Importance of a Business Plan For Create a Successful Shopify Store

Before you decide to open your Shopify store , you need to invest some time in crafting a well-written eCommerce business plan. If you want success, creating a business plan is your first step.

 A business plan will help you clarify the strategies, any potential obstructions, and the viability of your idea.

 But why? Here are some of the reasons:

• It’ll help you focus on several critical business aspects
• You can come up with product ideas
• Works as a guide/ map when growing your business.

To create one, you must also research and understand your customer and competitors better. You can Search multiple business templates, and Shopify also has helpful resources to get started!

How Exactly Does Shopify Work?

Now that you have a solid business idea, let’s move on! You may be wondering, how does the whole thing work?

We’ve compiled the whole process in brief for you-

• First, you need to visit the official website of Shopify .
• The homepage will offer you to start your journey through the 14-day free trial.
•  Enter your email address, password, and a “unique” store name, and click on “Create Your Store” when done.
• In this step, you need to select if you are already selling, your current revenue, your industry, and if you are setting up a store for a client or not (tick the box as appropriate).
• Click Next to proceed to step 2.
• Provide your full name, address, postal code, and phone number.

After you click next, you will get directed to a new page, i.e., the admin dashboard.

The admin dashboard is where you will find all the necessary settings to customize and manage your eCommerce outlet. It’s user-friendly and easy to navigate.

You’re also required to verify your email address.

Now the actual game begins! Get ready to create your unique shop

Designing Your Shopify Store

You can customize your store exactly how you want it to be! You’ll find all customization options in the Shopify dashboard. Remember, being unique will help you stand out from the crowd. There are hundreds of free and paid themes and templates to choose from for your online shop. And all these gems are available at Shopify’s theme store. Always check the customer reviews before making a decision!

1. Selecting a Theme

You can select any theme depending on the number of products and the layout style. Also, you can choose one based on the type of product page, homepage, navigation style, marketing and social media, and industry.

If unsure, you can simply browse through all the available designs and choose the one you find the most suitable instead of filtering.

2. Knowing More About Theme: Features And Reviews

To know more about the theme, click on it. On the selected theme’s page, you will find the option to try out the design or check out the demo. You can do both! The theme page will show you its features and any available reviews. You’ll also find support, documentation, and terms of service for the theme.

3. Purchasing A Theme

If you want to select a paid theme, click “Buy Theme.” Click to confirm if you want to publish your selected theme for your Shopify outlet.

4. Customizing a Theme

You can customize the theme through “theme settings” and “theme actions.” These options are at the bottom of the toolbar. Also, you can always change your theme later on!

Building Up Your Shopify Store in 30 Minutes.

Now that you’re done with the design, it’s time to build up your store. This phase will take some time as much planning is required before adding the items.

1. Adding The Products 

You need to add the products through your Shopify admin dashboard. You can add as many items as you want. You need to ensure your product looks the best to your potential customers. All you need to do is follow the steps below:

• You will find a green-colored “Add Product” option on the navigation menu. Click on it.
• Next, you get directed to the product upload page. Here, you need to name your products ( product titles ) and fill in the relevant details, along with high-quality photos.
• Click the “save” button to save your added items and exit.
• The inventory tab on the menu will allow you to check and track all your uploaded products .
• Shopify will show “Out of Stock” if your stock finishes until you refill your inventory.

2. Naming And Describing The Product

You must clearly describe the product to your customers, as they cannot physically view the item. While adding products, you need to do the following:

A) Write a Catchy And Short Product Description

You have to provide the necessary product information to your customer. Inadequate product descriptions will make the customer go away. So will anything boring or too long or short. 

Tell your customer what it does and how it will help to solve the customer’s problem. Break the text into segments with bullet points and sub-headings to make it catchy. 

B) Add High-Quality Images

As your customers cannot view the product in a physical location, quality product images will help them decide whether to purchase the item or not. Any low-quality photo will deter them away from your shop. 

If you are using stock photos, use the best ones. Or, if you are adding original images, hiring a professional photographer for high-quality images is best. 

C) Set The Price

You need to make sure that you are setting a suitable price tag (for a popular product). For this, you must research your competitors and their pricing.

Also, calculate your requirements before doing so. Too low or high pricing will deter any potential customer. Shopify has got three pricing sections that you will need to fill out. These are Price (the selling price), Compare at Price, and Cost Per Item.

3. Arrange The Collection

To group your products into several categories, click Products Collections. Here, you can enter the name of your collection and select the relevant conditions according to your product.

4. Set Up The About Us page

If you want to attract customers to your shop, give a lot of importance to this page! A well-described about us page will help to connect with your customers. Make sure it is original and personal.

5. A Unique Domain Name

When selecting the domain name, you’ll have an option of Shopify sub-domain. However, to look professional and credible, it’s best to go for paid names.

Your domain is the first thing someone will see when they come across your business. There are numerous tools online, including the Shopify search bar, which will help you to check if a name is available or not.

A unique domain name will help to strengthen and enhance your brand image in the long run.

6. Add and Customize Shipping

Head off to the “Settings” to manage the shipping settings . There are different types of rates that you can opt for, and these are:

a) Flat Shipping Rate

Regardless of the product’s weight or size, this shipping rate remains the same for all items while applying to each transaction.

b) Price-Based Rate 

The cost of the whole basket will determine the shipping rate.

c) Weight-Based Rate

As the name suggests, the weight determines the rate.

d) Free-Shipping Rate

No shipping rates will apply to the items that are purchased.

e) Calculated Shipping Rate

A Shipping App or a carrier will determine the shipping rate. Always be familiar with the shipping policy! The shopping details will be sent to the third-party provider at the checkout to calculate the shipping rate.

7. Integrate Any App You Want

As we’ve mentioned earlier, you can add an app to increase the functionality of your online outlet. You can check out, download, and test both paid and free apps at the Shopify App Store.

To start, click on “Apps” in the navigation menu. You’ll find various apps according to your shop’s needs and requirements.

8. Setting Up The Payment Gateway

As a beginner, Shopify Payment is the best option. You simply need to input your account information in Shopify to get started. 

You can also choose third-party payment gateways such as Stripe, PayPal, Apple Pay, Amazon Pay, and Google Pay.

You’ll come across different options to select from, such as: 

• You can ‘Activate PayPal Express Checkout
• Or select ‘Choose a third-party provider
• You can also opt for ‘Choose Alternative Payment.’

You can use the manual payment method if you want to get your earnings processed outside your online outlet. In this case, whenever you receive the money manually, you need to approve their order before it is fulfilled. Here, you can select from a range of options, which are:

• Create a custom payment method
• Bank deposit
• Money order
• Cash on delivery (COD).

There’s another option, which is Payment Capture, where you can go for any one of the options (as appropriate) from:

• Automatically capture payment for orders
• Manually Capture payment for orders

After you are done, click on ‘Save.’

9. View Your Store Details (And Update If Necessary) 

To check out your store details or if you want to fix them, follow the steps below: 

• Click on Settings (Gear Icon)
• Click the “General” option.

Now you can edit any information you wish, for example, your shop name, address, store currency, the legal name of your company, etc. 

10. Legal Terms And Policies

To access the Legal options, you need to click on Settings. You can also get some handy tools from Shopify to help you out.

In this section, you can create your shop’s legal pages, such as refund policy, privacy policy, terms of service, and shipping policy.

You also have the option to use Shopify templates. However, you must read and agree to the disclaimer before proceeding.

11. Fix The Shipping Rate And Delivery

To fix the rate and delivery, you need to visit Settings and click on Shipping and Delivery to edit according to your preference.

Shopify Pricing And Plans: Full Details

Each Shopify price package has its advantages and limitations. Multiple plans are available, along with a free trial option that you can choose when creating your first Shopify shop. No matter which plans you choose, you can always start with a free trial . However, to run your site, you need to select a plan. Let’s get to know about them!

1. Free Trial

If you want to test the water before committing to Shopify, opting for a free trial is one of your best options. When you sign up, your 14-day free trial will start. You can set up your store while on the free trial.

However, if you want to sell through Shopify, you must choose a monthly plan. If you don’t select a monthly plan after the free trial is over, your store will get frozen until you go for an appropriate paid plan.

2. Basic Shopify Plan

If you are looking for an affordable Shopify plan, this is the one! It’ll cost you $29 per month . With this package, you will get a Shopify eCommerce website and a blog. This plan allows a maximum of 2 of your staff members to access the Shopify Point Of Sale and the admin.

Not only that, but you will get 24/7 customer support to help you out if you face any problems.

Some of the features are sales channels for selling on social media (varies from country to country), printing shipping labels, manual order creation, abandoned cart recovery, and up to 4 different locations for assigning inventory to retail outlets, pop-ups, or warehouses.

3. Shopify Plan

If you are looking for more features than the ones the basic plan offers, you should check this one out! It costs $79 per month . But, on the other hand, it’ll give you extra advantages for smooth business management.

Unlike the basic package, a maximum of 5 of your staff will get their accounts to access the Shopify Admin and POS. Also, you will get access to 5 locations, instead of 4, to assign inventory to wherever you want to store your products.

Many of its features are similar to the basic plan. You’ll also get additional features such as professional reports and customizable international pricing.

4. Advanced Shopify Plan

This package is ideal for you if you are looking for some advanced features. However, you’ll need to spend $299 per month . 

Unlike the previous plans, this package offers a maximum of 15 of your staffa to access the Shopify Admin and POS. Also, you get up to 8 locations to assign inventory to any place you want. Most other features are similar to the previous two packages.

Some exclusive features of this package are international per variant pricing, third-party calculated shipping rates, and an advanced report builder.

Some Common Features Across The Shopify Plans

Here are the features that are common across the three packages:

• Online Store
• Manual order creation
• Support around the clock
• Unlimited products
• Discount codes
• Free SSL certificate
• Abandoned cart recovery
• Print Shipping labels
• Fraud Analysis
• Shopify Point of Sale (POS)
• Sell in 133 currencies
• Supports selling in 5 languages
• Sales Channel 
• Shopify POS Pro ($89 per month for each package).

Although the following features are available in all three plans, there are differences in the allotted percentages:

• Shipping discounts are 77% for the basic plan and 88% for Shopify and Advanced packages.
• Online credit card rates are 2.9% + 30¢ USD (Basic), 2.6% + 30¢ USD (Shopify), and 2.4% + 30¢ USD (Advanced).
• In-person Credit card rates are 2.7% + 0¢ USD (Basic), 2.5% + 0¢ USD (Shopify), and 2.4% + 0¢ USD (Advanced).
• Using payment providers other than Shopify payment additionally will cost 2.0% (Basic), 1.0% (Shopify), and 0.5% (Advanced).

Features common in only Shopify and Advanced Shopify plans are:

• Professional reports
• USPS Priority Mail Cubic pricing
• Country-specific optimization of international SEO
• Customization of pricing for different regions/countries

Additional Shopify Plans (That Doesn’t Offer Online Store Option)

Here is the list of other paid plans that one can choose before or after the 14-day free trial. Don’t opt for these plans as they don’t offer online store and blog options.

1. Shopify Lite Plan

This plan is for shop owners looking to sell their products or services and don’t want to maintain an online shop on the Shopify platform.

With this plan, you can easily add a buy button on your blog or website. There are several features available in this package, for example, checking the relevant reports, creating invoices for the customers, product and order management, accessing customer profiles, using the in-store inventory, and issuing gift cards.

Plus, thanks to their point of sale app, now with your android or iOS, you can easily accept payments from your customers. This plan will cost you $9 per month.

2. Shopify Plus Plan

This plan costs a hefty $2000/month or a variable fee for businesses with higher volumes. It is ideal for large brands as they get the appropriate features to help smoothly run a large brand.

3. Launching Your Shopify Store

Now that you’ve completed most of the crucial steps, it’s time to show your online business to the world!

After selecting your preferred plan, you need to:

• Visit your Admin page.
• Click Online store> Preferences
• Scroll down to Password protection
• Uncheck “Enable Password” (this will allow any customer to find your shop without a password. Wow, your site is live!)

Next Steps After Launching

To ensure increased sales, you must promote your brand to your target customers . You need to implement multiple marketing, sales, and shipping strategies to attract potential customers. Focusing on your customer journey is important as well.

Furthermore, carry out any test to ensure that everything is running smoothly and that your customers don’t face any hassles when shopping from your website!

Managing a successful business means you’ll always need to monitor, analyze, and optimize your website accordingly.

You must keep an eye on the following metrics to ensure a growing business:

1. Your Site Traffic

This will help you see how many potential clients are visiting your online shop and where they are from.

2. Conversion Rates Matter!

You may see a lot of visitors visiting your site, but how many of them are becoming your customers?

Conversion rates will help you find out how many are adding your products to their carts, heading to the checkout, and purchasing your items/services so that you can adjust your website and strategies for higher sales and more conversions.

3. Keep An Eye On The Total Sales

To grow your business, you need to monitor this metric closely. A few months’ sales data will give an idea if you need to improve and if there are any shortcomings, you need to overcome for better performance.

Depending on your performance in any particular month, you can create a new campaign to reach more customers.

4. Don’t Miss Out on The Average Order Value

This particular metric will show, on average, how much a customer spends on a single basket. In short, it will give the overall performance of your eCommerce website concerning your product mix, discount, and other relevant applied strategies.

5. Old Returning Customer vs. New Ones

It’s a must to have an ideal balance between getting both new and old customers. New customers will help to increase your business and sales, and recurring customers will add stability!

How much does an average Shopify online store make?

To understand how much a Shopify store makes, Littledata surveyed around 1407 Shopify stores. It showed that the average revenue per customer for these stores was $72

How do I make my Shopify store more profitable?

There are many ways to do so! Most successful Shopify stores implement various strategies. For example, you can build an email list, retain old customers, optimize your store content, and create worthwhile marketing strategies through storytelling.

Is Shopify an ideal option for beginners?

With Shopify, you’ll need a low start-up cost and get to use a user-friendly interface to operate your store. Shopify makes the setup procedure as easy as possible.

Which well-known companies use Shopify?

Many companies use Shopify as it’s reliable and easy to use. KKW Beauty, Red Bull GMBH, Kylie Cosmetics, and Fitbit are some of these.

How do I get paid from Shopify?

As Shopify Payment is fully integrated with your online shop, you can check out the payouts in the Shopify admin. You’ll receive the payments through the Shopify payouts after a customer pays using the Shopify Payment or any other accelerated checkouts.

Be a Shopify Store Owner

Although not rocket science, you need to decide carefully before taking each step when starting your store. You shouldn’t forget to focus on a well-written business plan to give you a better chance!

It’s best to spend some time crafting a memorable business name and look for the best design template on Shopify to help your site look unique. Also, give special attention when selecting a domain name and setting up the product pages.

You need to analyze and accommodate any changes to grow your business in the long run.

Creating a Shopify store is just the tip of the iceberg, but it’s the first milestone you’ve achieved in your business journey! It takes a lot to start a business from scratch. To ensure the smooth running of your store, you need to put in a lot of hard work, dedication, and time.

All the best!

Editor Team

We are a group of WordPress experts (editorial team) from Themeim. All of these articles go through manual testing to reveal the ultimate outcome.

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Step-by-step guide to login to your shopify store.

Table Of Contents

Do you need help logging in to your Shopify store ? Navigating the login process efficiently is crucial for smoothly managing your online business. 

Our comprehensive guide provides a step-by-step walkthrough, ensuring you master the login procedure effortlessly . Whether you're a seasoned entrepreneur or just starting your ecommerce journey, our detailed instructions will help you gain quick access to your Shopify dashboard. Let's dive in!

3 Types of Shopify Login

Navigating the realm of Shopify requires understanding the diverse login options tailored to distinct user roles and needs. Let's explore the three primary types of Shopify login and their unique functionalities.

Admin Login

The Shopify Admin is a comprehensive hub for managing every facet of your online store , akin to a centralized control center provided by Shopify for backend operations. Additionally, you can construct your admin interface using pre-made admin panel templates for personal projects.

Upon logging into your Shopify Admin, the Home Page greets you first, presenting various insights such as daily tasks, recent activities, and a timeline of total sales. The sidebar on the left grants access to different sections, including: 

• Orders, Customers, Products, essential for core business activities
• Sales Channels like Online Stores and Point of Sale,... are accessed by clicking the '+' button. 
• Installed applications from the Shopify app store under the Apps section and configured store features through Settings. 

Atop the dashboard resides a search bar that facilitates quick retrieval of product SKUs, pages, or other pertinent details within your Shopify Admin.

Partner Login

Launched by Shopify in 2016, this initiative targets individuals with design, marketing, and programming expertise, inviting them to partner with Shopify and earn rewards. While anyone can become an essential Shopify partner and earn by referring new customers, many aspire to attain the title of " Shopify expert ." 

To achieve this distinction, individuals must demonstrate a track record of successfully setting up Shopify stores, with Shopify requiring evidence of at least 5 such instances. Upon qualification, individuals receive the "Shopify expert" title and are listed on the Shopify Experts website , where they are ranked based on client success. 

Shopify offers a range of categories for individuals or companies to join as Shopify experts, including Marketing and Sales, Store Set-up, Store Development and Troubleshooting, Visual Content and Branding, Content Writing, and Expert Guidance.

Customer Login

On the other hand, customer login caters to individuals shopping in Shopify stores, providing access to past invoices and facilitating order placement . The option to purchase with or without an account is at the discretion of the store owners.

While some stores may allow guest purchases without requiring login, this may limit access to order history and past invoices, depending on the store's policies.

In conclusion, Shopify offers various login options to accommodate the diverse needs of merchants, partners, and customers. Whether you're managing your online store, developing solutions for clients, or enhancing the shopping experience for consumers, these login types empower you to navigate the Shopify ecosystem quickly and efficiently.

Differentiating Shopify Admin Login and Shopify Partner Login

Here's a breakdown of the key differences between Shopify Admin Login and Shopify Partner Login:

In summary, both manage aspects of Shopify stores; while Admin Login controls a specific store, Partner Login focuses on building tools and managing clients within the Shopify ecosystem.

Now before delving into step-by-step to log in as Shopify Admin, please note this: 

Please be aware that you must use the original '.myshopify.com' domain name assigned to you upon Shopify sign-up to log in. Even if you've altered your '.myshopify.com' domain name, you must still use the modified version to access your account.

Login as Shopify Admin

Explore various methods for logging in as a Shopify admin to unlock the gateway to your Shopify store's command center.

1. Via Shopify Website 

• Navigate to the Shopify login page located at https://www.shopify.com/login .

• To access your Shopify account, enter your email address and password.
• Select the "Login" button to proceed.

2. Direct Login Shopify Admin Panel 

• If you own a Shopify store, you can access its admin panel directly by appending "/admin" to its URL (e.g., https://yourstorename.myshopify.com/admin ). 
• Following this, provide your email and password to gain entry to your store's backend.

3. Using iPhone/Android

Step 1: Download and Install the Shopify App

• If you haven't already, download and install the Shopify app from the iOS App Store or Google Play Store.

Step 2: Launch the Shopify Application

• Find the Shopify app icon on your device's app drawer or home screen.
• To open the Shopify app, tap its icon.

Step 3: Initial Sign-In

• A welcome screen will appear upon the first app launch, presenting options for "Login" or "Sign up."
• Select "Log in" to proceed to the login screen.

Step 4: Enter Your Credentials

• On the login screen, provide the login credentials for your Shopify store.
• Enter the email address linked to your Shopify store into the designated field.

Step 5: Password Entry

• After inputting your email, tap the "Next" or "Continue" button, as applicable.
• This action prompts the entry of the password associated with your Shopify account.

Step 6: Log In

• Once both email and password are entered, tap the "Login" button to proceed.

Step 7: Two-Factor Authentication (if enabled)

• For heightened security with two-factor authentication (2FA), you may be required to input the generated authentication code.
• Enter the code provided by your 2FA method and proceed with "Log in."

Step 8: Accessing Your Shopify Store

• Upon successful login, the Shopify app directs you to your store's dashboard or admin panel, facilitating store management, order viewing, product oversight, and more.

Step 9: Switching Between Multiple Shopify Stores (if applicable):

For users managing multiple Shopify stores associated with the same email address, the app allows seamless switching between them:

• Within the Shopify app, locate and tap your profile icon or name, typically found in the bottom right corner.
• A list of your linked stores will appear. Select the desired store from the list.
• The app switches to the chosen store's dashboard, enabling focused management of that specific store.

From the convenience of your devices to the efficiency of Single Sign-On and Shopify POS integration, mastering these diverse access routes empowers seamless control and management of your Shopify storefront.

4. Utilizing Single Sign-On (SSO)

If your Shopify account is integrated with a Single Sign-On (SSO) system, such as Okta or Azure AD, you have the option to log in via miniOrange Single Sign On App .

Click Here to find out

Social Media Login (if activated):

Certain Shopify stores may provide the capability to log in utilizing your social media profiles, such as Facebook or Google. Should this functionality be activated, you can choose the preferred social media platform and sign in using your respective credentials.

5. Logging in to Shopify POS (Point of Sale)

A team member with Point of Sale access must launch the Shopify POS app by logging in with administrator credentials before using it for sales transactions. Other employees having Point of Sale access can use their PINs to unlock and leave the app's lock screen after the initial login. The methods to accessing the Shopify POS app are as follows:

4.1. Using Email (Admin) to Log in:

• Launch the app: Open the Shopify Point of Sale application and find the login page.
• Select "Log in to install" : Navigate to the login page and click "Log in."
• Put in your credentials: On the Shopify page, enter your admin username and password.
• To authenticate, enter your authentication code when requested, then click "Log in."
• Choose the Store and the Location: Select the relevant shop and location to finish the login procedure.
• After logging in, select "Lock screen" by tapping the ☰ symbol to make the app safe so that other staff members cannot use their PINs.

4.2. Logging in with a Code (Remote):

• Generate Code: To generate a code for the device, ask the staff member present to tap "Log in with code" on the Shopify POS app login page.
• Obtain the Code: Ask the employee for the code that is shown on the POS.
• Remote Activation: Open the activation page on your computer or mobile device, then input the code that is supplied.

• Admin Login: On the activation screen, enter your admin email address and password, then click "Log in."
• Verify Login: To verify login into Shopify POS on the remote device, click "Log in" one again.
• Choose shop and Location: Give the staff member present instructions to select the appropriate shop and location from the Shopify POS app login page.
• After successful login, direct the on-site staff member to tap ☰ and select "Lock screen" to enable PIN access for their staff account.

Others also read

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How to claim Shopify Free Trial 2024 (3 days + 90 days extended)

High Converting Mobile Landing Page: 8 Tips & 10 Examples

Login as Shopify Partner

Below are three steps to access the Shopify Partner Dashboard:

Step 1: Visit the Shopify Partner website and select "Log in."

Step 2: Input your email address.

Step 3: Enter your password. If you've forgotten it, click on "Forgot password." There, you’ve done. 

Beyond mere login, prioritizing customer satisfaction and seamless product accessibility are vital for a comprehensive website. EComposer offers a cost-effective solution, streamlining the process of crafting an appealing online platform.

Recognized as a top-tier Shopify Page Builder, this tool streamlines the process of designing diverse pages, from captivating landing pages to visually stunning homepages and informative blogs . EComposer's broad variety of visually striking themes and intuitive drag-and-drop editor allow customers to easily customize their online presence to meet their unique demands.

Crafting optimized pages is now easier with advanced features like an AJAX cart , AI content generator , and image compressor in the Landing Page Builder. This comprehensive solution saves time, money, and resources, facilitating the swift creation of advanced Shopify stores.

Enhance your ecommerce ventures with EComposer—try it for free! For those without a Shopify account, seize a special deal : only $1 per month for the initial three months.

Steps to Switch Shopify accounts

Effortlessly managing multiple Shopify accounts is crucial for users handling various storefronts or assisting numerous clients.

1. Use Shopify Website

• Navigate to “Home” on Shopify Admin Dashboard 
• Click on your store domain on the right side of the dashboard
• Choose “All Stores” or click on the account that you wish to switch

• If you click “All store” > Choose the store you want to switch here

2. Use iPhone/Android

• Install Shopify App on your mobile device > Login your account like the above guide
• Choose “...” > Setting > Shopify admin
• Click on your store domain
• Continue to choose your shopify account you want to switch by clicking “All stores” or click directly on that account

Mastering the art of switching between Shopify accounts equips users with the flexibility and efficiency needed to navigate diverse business endeavors or client projects seamlessly.

Way to Recover Your Shopify Password

If you find yourself in need of a new password, you may begin the procedure by clicking on the "Forgot your password?" or "Reset password" link on the login page. After that, Shopify will give you information on how to change your password.

• From the Shopify login page, input your store address and proceed by clicking "Next."
• Enter your login email and continue by clicking "Next."
• Select "Forgot password?"
• Click “Reset password”
• Now a mail to recover your password is sent to your email address

• Your email address will get a reset request via email. Click "Reset password."

• Enter your new password into the "Confirm password" field.
• Click "Reset password" to confirm the change.

• Return to your Shopify login page and access your account using the new password.

Enhancing Security with Two-Factor Authentication (2FA)

Shopify offers the choice to activate two-factor authentication for enhanced security. If activated, you'll be required to input a verification code from your chosen 2FA method alongside your password.

Ensure to maintain the security and currency of your login details. If you experience any difficulties with logging in or have forgotten your login information, Shopify offers support resources to aid in recovering your account. For the most recent login protocols and security recommendations, please refer to the Shopify website or their support documentation.

For more detailed information, please refer to this video

FAQs about Login to Shopify

1. why am i having trouble logging into my shopify account.

There are various factors contributing to the inability to access Shopify. Here are four steps to address the issue:

• Ensure your internet connection is stable.
• Confirm the accuracy of your login details.
• Try using a different browser or wiping the cache on your current one.
• If necessary, reset your password to regain access.

2. What is the Shopify login URL?

The Shopify login URL is: " https://www.shopify.com/login " or " https://your-store-name.myshopify.com/admin ."

3. How do I log into Shopify using Google?

• Visit the Shopify login page.
• Select "Log in with Google."
• Provide your Google account credentials.
• Follow the on-screen instructions to access your Shopify account.

In conclusion, mastering the login process is essential for efficient management of your Shopify store. Whether accessing the admin panel, utilizing partner login features, or leveraging the Shopify app, understanding the various methods ensures smooth navigation and effective control over your online business endeavors.

In addition to accessing your Shopify account, ensuring customer satisfaction and enabling seamless product access requires enhancing your website's design. A thoughtfully designed Shopify store, complete with detailed information, engaging visuals, and fast loading times, is crucial for overall store success.

EComposer offers the flexibility to create a variety of appealing pages, from conventional layouts to fully customized designs. Explore the impressive templates available through EComposer with a free trial and begin your design journey today!

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