This checklist outlines all of the steps that you’ll take as you start selling with us.
You might find it helpful to print this checklist or to download it as a PDF so that you can refer to it as you set up and update your new online store.
On this page
1. First steps
1. First steps
There’s only one thing you need to do to start selling. Add a product.
Click on Store > Preview in the left navigation on your dashboard to see your new product in your online store.
When you register for a free 14-day trial with us, you are given your own unique subdomain.
If you plan to add a custom domain, you can work on your store under this subdomain until you are ready to go live.
2. Getting started
Now that you understand the basics, let’s make sure that you can sell where you are.
Your 14-day free trial is a good time to try out all the features. You’ll want to choose a plan at the end of your free trial, so it’s smart to try everything now.
We recommend adding Selz Pay for credit card processing. You can also add PayPal as an extra option for your customers.
Click the links below to start using these two payment gateways.
We also make it simple to get paid no matter what payment gateways you use.
4. Optimize your store
Adding products to our ecommerce platform is simple. Building a great online store takes a bit more time.
To help, we’ve created this step-by-step list to optimize your online store.
Customize your store
We allow you to add pages, products, blog posts, images, text, videos, and more to your online store. To customize your online store:
- Install a theme. Try a few different themes to see which one is best for your online store.
- Customize your store by adding videos, text, and photographs using content blocks in the store builder.
Developers can check out more advanced articles here for more customization.
These articles will help with set-up for specific products.
Optimize store settings for your business
Explore the settings tab in your dashboard to make adjustments to email receipts, invoices, taxes and more!
Test your online store
Place a few test orders on your site with your connected payment gateway to make sure everything works.
5. Customize your domain and launch your store
Adding a domain is an important step if you are moving from an existing website or building your brand.
When your online store is ready, share your custom domain or unique domain. Your online store is live!
6. Add sales channels
Extra sales channels give you more places your customers can find you and purchase your products online.
7. Attract customers
Help shoppers find your online store by promoting in a way that’s right for your business.
Add apps and integrations
Apps and direct integrations can save you time by automating shipping labels, email newsletters, notifications and more.
8. Track your progress
Analytics is an essential part of any business.
More questions? You can chat with one of our customer success team, 24/7.