How to create a Shopify Store 2024 | Beginner guide to setup a Shopify Store & Theme Design

1. Introduction: Hello, my name is Charlie and welcome to getting started with Shopify. If you knew the e-commerce and looking for a straightforward, easy to follow cause to introduce you to the world of online selling, then you come to the right place. Shopify is an incredibly powerful and user-friendly platform that will make it simple for you to create and manage your store over time. This course is designed specifically for beginners looking at, cut through all the mess, and just get started with an online store. So we're not looking at all the elaborate things of apps and different integrations. We're really looking to just get your websites set up in the foundation there so you can build on it over time. My goal is to provide you with the essential set of tools and knowledge to launch your store. As not to overwhelm you and make things more confusing than it needs to be, especially when you're first getting started. And it's not necessary to have all the complex apps integrated right out of the gate. However, in saying that once you've mastered the basics, you can look forward to an upcoming course where we'll dive deeper into the realm of Shopify and say you can take your store to the next level once you're ready for it. In this introductory course, we're gonna be covering the topics of picking a theme, customizing your store, setting up products, collections, internal content pages, and also setting up your shipping payments and policies. But last but not least, we'll also be launching your store. Remember, this is just the beginning of the e-commerce journey. There's so much you'll learn along the way. However, let's get started with Shopify and take your first steps to setting up your successful online business. 2. E-Commerce Framework Worksheet: Now I'm just going to hold you there. Before we get started with Shopify, I'm going to introduce you to a little document that's called the e-commerce website framework document. And we're going to be building this out before we get started with Shopify. Just to provide you with a little bit more direction. Just to bring your thoughts together before you try to just put it all into Shopify, which can get a little bit confusing, especially when it comes to building the website. As we all know, you can get lost in the kind of customizations and creative side of it. But if we can go into it with a bit of direction, an idea of who we are catering to and what we're trying to get out of that. That'll be an amazing help in just use, spending less time tinkering away and can let you just have a bit more fun with having a direction to follow from the very beginning. Now the purpose or the e-commerce website framework document is that it'll help you identify your branded entity, your target audience, your unique selling proposition, or point of difference. You still structure and also the products you'd be selling. Now, this isn't essential. However, if you're serious about setting up your online store right away, then this will provide a clear road map for you and just help you reflect on it throughout the process as you're customizing your store will just help with that decision-making. So you don't just make things based on what you like. You will be reflecting on the actual brand and the target audience when making those changes. But without further ado, I'll leave you to fill in the e-commerce framework document, and I'll see you in the next video to get started with creating your Shopify account. 3. Creating a Shopify Account: Another kick off, a Shopify journey will need to start off by creating an account. Now if you have one, feel free to skip forward. Otherwise, let's just walk through the early steps of creating your account. Now if you need to create a Shopify count using the link in the description, you'll be able to get started on an extended trial period where you'll get the first three days three, and then for the first three months, you pay $1 per month. So we're just going to start off by interior email address and then selecting to start a free trial. Now, feel free to answer these questions. You can also skip through these if you like. So we can just skip through all of these. Now if you don't have a name, feel free to skip this one. But for today's purpose, we're just going to name this one the organic soap bar. Click Next. Now, currently located in Australia, feel free to select whichever country you're located in. Next. Now, as already, have an account created abusing that one today. Although if you don't have one, feel free to select, Add account and follow the steps. 4. Selecting a Shopify Theme: So once you're into your Shopify, can you start off on the Home dashboard? Now from here, we want to navigate to online store. If this isn't here for you, you might just need to use the search bar to navigate there. To do so, just searching online store themes will pop up. Now that's where we're wanting to go. So let's click themes. As you can see, it starts off with the dawn theme. Now this is the free sort of skeleton theme for Shopify. Dawn theme does have its place, although for today's purposes, we're going to be downloading. Another one is Shopify is free themes. So to do that, we're gonna be scrolling down and clicking visit Theme Store. Once that's loaded, we can see there's a range of free and paid themes. Feel free to take a look through all of them and see if any might stand out and reflect your branding or less. Sometimes he's paid themes can be quite an investment when you're first getting started and you might not find they have as much functionality or customization as they appear to have from the outside. Suggest starting off with a free theme when first getting started with Shopify. And it also helps you to understand how components work. So then you can see how the paid themes might translate across. Then when you do a free trial of the pay theme, you'll start to see if that theme does have as much customization as you'd like it to have. Or if you might be better off actually adding customization on top of that free theme, as it might still be cheaper than paying the extra 350 US. So as we'll be going with a free theme, we're just going to select the filter here for free. Then from this range, we can see there's a few different options here. But I think for the style will be going for today. We're just going to select the sense theme. So once you've selected the theme that you'd like to go with, you can see there's two options to try the theme and view demo store. Feel free to select View Demisto as that'll give you an idea of the store when it's completely mocked up with content and imagery in there. Although we're just going to jump straight in and select try theme. And this is going to install the theme onto our Shopify account. So now that that's done downloading, we're going to select Publish as this is going to replace the current theme, which is Dawn. Nephi do have an existing Shopify account with a website that's running with customers making purchases, I would suggest leaving this theme is unpublished for now and making changes from the unpublished view. Then once you're done making those changes, you can select a publish and replace that store just so you don't make any confusion for your customers when they're trying to purchase any of your products. 5. Customising your Store: So now that we're made this the current theme, we're just going to select Customize. So we're now inside the Visual customizer, which will allow you to edit the website. So the visual editor. So starting at the top, we can see the drop-down here. This will allow us to navigate to all of the internal pages or other pages that will be building out later on. Although we'll just be sticking to the homepage for now. So if we go across this desktop icon, we can see there's three options here when we click inside. So we can go fullscreen desktop or mobile. Now if you're on a smaller laptop screen, for instance, you might want to opt for full screen when previewing your changes. As this side menu will pop out and take up a good portion of your screen. If you don't have that real estate to work with. And then mobile, this will allow us to see what the website will look like on a mobile device. Great thing about these free Shopify themes. They're often all optimized for mobile without you having to do too much work. So you might not actually have to touch anything there. Well, there for now, we're just going to stick to desktop. So we're gonna go back and just select desktop view. Now if we head over to the side here, we can see our different components. Now the template layout will always have a header at the top and a footer at the bottom. Now a Shopify has recently introduced the option to add sections into the footer, which that will apply universally throughout your website. So as you can see, the theme has the email sign-up already is the component. And we're just going to leave that there because we will like to use that and collect people's emails as they navigate through the website. Now, in-between the header and the footer sections, we've got the template body sections. So this is where we'll be spending most of our time shortly, although we're just going to leave this for now and focus on getting the header and the announcement bar ready to go. So if we start off by selecting announcement bar, will see this drops down and we actually have the Welcome to our store texts there. So we're just going to select that for now. And we're going to replace welcome to our store with just our promotional texts, which this will be different for everyone. Although for today's purpose, we're gonna be putting promotional texts, which will be a discount code for first-time order. So once you've added that texting, we're going to need to change the color of the background. Now, as you can see, the theme has an option to select a color scheme. So we can select from background to background one and so forth. However, none of these colors actually match our branding just yeah. So what we're gonna do is jump into the theme settings and start applying our brand colors. If we head on over to the far left-hand side, we'll see there's a paintbrush. And this is for theme settings. We want to select that one. Once you've done that, we're going to navigate to colors to start with. Now within colors, we can say there's a few different options here. Each of these apply to different elements of the page. For instance, we can see the background here is the background gradients and background to. Now the background to which is the non gradient, is actually a fallback. If a browser is unable to interpret the gradient styling, it'll just fall back to the flat coloring of background too. And similar for background one gradient and background one. Background too. We're just gonna be adding in one of the branded colors for this one. So I'll just copy this hex code in. Although if you're just getting started and still experimenting with coloring, this is a great time to see how the different colors might influence the look and feel of your website and also what colors go with your imagery. Now, once we've added in background too, we're actually not going to be using the radio gradient for this website today. So we're just going to be clicking on this and selecting Remove gradient. We can also now do the same for background one. We can just remove this gradient as well. Now we can see background one is applied to the background of the body of the website. And we're actually just wanting that to be wide. So we're just going to click into there, and we're just going to drag the color selector all the way to the top-left. And we'll see that go white. And therefore the texts would just can actually change this to the branded green. So again, just going to copy across that hex code. I'm just going to say that changeover now for the accent, similar thing, we're going to be applying the grain for the Axin. So now that we've added that, we'll see that the recently selected colors appear. And we can simply just select those colors from there. So now that our announcement bar is looking good, we can move on to the header. Inside of the header, we can see the store name is being pulled through. But we do want to add the logo. So we're just going to select within theme settings logo. Then here you can see we can select image or you can drag an image in. So we're actually just going to drag this image in. Now. Once you've added it, you can see the logo is quite small, so we're just going to increase the logo width. Perfect. And then for the favicon, while we're here, we'll add this as well. Now, if you don't have one at this stage, that's completely fine. You can always come back and add the logo or the favicon in at anytime. So now that we've added those in, we can see that the logo is getting a little bit lost in the background. So I'm just going to select on the header. Once the head is settings have appeared, we can see the color scheme is set to background one. Which background one is the color we're using for the background of the body, which is what? We're actually going to want to change this to the green. Now inverse is taking the color of the background and the color of the font and simply inverting those. Once you've got the color scheme you like, we're then going to adjust the logo positioning and we're just going to change that to middle. Center, will leave the menu as is for now, and also leave it as drop-down for now. So moving on to sticky header. Currently it's set to on scroll up, which this just means it will only appear when you go to scroll up. Personally, I'd rather set this to always show and just reduce the logo size. So when you scroll, it just takes up a little bit less space. So if we give that a go now, we'll see that the header does stay there, but the logos shrinks slightly, so it's still there, but just slightly less visible in your face as it is when you first land on the page. Now, I think we're done with the header and we can move on to the template body sections to introduce you to template sections. The key functions of days before we dive into the individual sections is we can drag these around using the little toggle on the side here. We can hide these. So you might want to have a section appear for a campaign and then hide it for a few days and bring it back. You might be best just to hide that rather than remove it completely. If however, you don't want to keep that component, you can either select the component and then go to remove it down here. Or you can also remove at the bottom of this section settings. So we can remove section. Now if you don't want to remove a section and actually want to duplicate it, you can also do that to select the section in the top right-hand corner of this section settings, you see the three dots. These three dots, we just click that and we can select Duplicate. I don't think we quite need to feature collections at this stage, so we'll just remove one of those for now. And then we'll also be adding back in a section for the hero. So the very first thing that people will see on the website, this will consist of an image, texts, and a call to action. So for this, we're best to use either the image with texts, image banner, or slideshow components. Now, I'll be using the imagery texts today. Although feel free to use either of the others. We're going to need to move that above the featured collection as we want this to be the hero section. So we're just going to click here and drag up and take that to the top. Now the first thing to do is to add the image. So again, we can either select the image or drag this in. I'm just gonna be dragging in an image here. Perfect, So we can see that's loaded in. So to get started with the image with text section, we can drag an image in or select Image. I'm just going to drag an image in. Once that's added, I'm going to change the image height to medium, the desktop width. I'm gonna change this to large. We're going to switch the image to actually be second. We're going to change the content position to middle, and we're going to change the content layout to overlap. The last thing here is the color scheme. This will also be changed the background too, as we want to give it that branded touch. We don't want to go the harshness of the dark green for instance. So now that we've got the layout sorted, we can start editing the text. So we're just going to go into the heading texts here. Now I'm just going to copy across some texts that I've prepared earlier while there. Feel free to add whatever you like it or leave it as placeholder for now. And you can always come back and change this later on. As we can see, the text is a little bit too big for this space. So we're actually going to change the heading size too small, and that just fits perfectly inside that space. And now we're just going to add a little bit more text in that the last block to work with is the button. As you can see, it's currently grayed out, but it's just because it's missing a button link. So we're just going to change this to shop now. And then we're also just going to make this an old products page. Once you've done that, click Save. Now before we move on to the next section, one thing to think about when you're taking your product imagery is to think about where it will also be going on your website. Many people take their product imagery and they put the product front and center. Although they missed the point that the rich text around that image sometimes, or it might be used on other platforms like Instagram or Facebook ads. And you might need a little bit of leeway to have texts to the left, to the right, or in the center of that frame. So that's one thing to keep in mind when taking your product imagery. As that'll play a crucial role in make sure that imagery fits seamlessly on the website and everything doesn't look out of place. So now that we're finished with the hero section, we're going to scroll down and work on the featured collection. So if we click into Featured Collection, we can start off by changing the heading here. So again, just going to change this one over, discover our new range. And then we'll leave the heading size is small and you can add a description if you like. Although we're going to leave this blank for now, now currently we don't have any products. So what we're going to quickly do is we're going to jump out and we're going to add a few products in. And then we'll come back to this editor shortly. So before we do that, we're just going to click Save. And then we're going to want to open up the Shopify admin page just in a new tab. So you can do that is we can go up to the top left here and don't click exit. But we're going to right-click and go open link in new tab. And then we've got the new tab open here. 6. Creating your First Product: So now we're going to navigate to that new tab on the left-hand navigation, we're going to select products. Now we're going to select, Add your product. Once you've opened this page, you can now see all the content fields that we have to work with when it comes to adding in a product. So we've got the product title, product description, we got the product imagery for pricing will be working with this input for now. That can pay at price is what we'll use when it comes to a sale item, which we can get to shortly. We'll then want to add in a quantity of stock. So we're just going to put ten for now, make sure that this number is actually reflective of your stock quantities and you don't just make this number up. Then we've got variants. So this won't actually applied to the products will be putting in as placeholders for today, but we will be adding a variant in. So you can see how to set those up and the different settings that Shopify makes available to you. So we're just going to start off by adding the product title. Now you don't have to use real product information at this stage, although I would suggest still mocking up a place holder product for now. Just so you get the feel for how Shopify works. So we're just kinda get started by adding the product Tidal. Now, even if you don't have products just yet, I would still suggest doing this process will just help you get familiar with Shopify as products setup process, and also get you familiar with how these inputs will link through to the theme itself. And then we'll add the product description. And then going down to the media where you can either select these from your computer or just drag these in. So we're just going to drag one of these in for now and set the price. If it's just a place holder product, feel free to set this to whatever you like for now, but still leave the Compare at price for this one. But we'll come back to that shortly. Feel free to add the cost per item, although it's not a requisite. Now we'll keep this dot quantity at ten just for testing purposes. We don't want to continue selling when out-of-stock this product has a skew or barcode. Now I would suggest having a skew setup for each of your products from the very beginning and have that framework in place. So if you have any questions, please just let me know. I'm happy to discuss it with you. Now for the physical product weight, we're just going to leave this as zero for now, let's do feel free to add in your shipping way as this can help when it comes to the shipping calculations for variance, we're just going to leave this as is for now, and we're actually just going to select Save. Now that that's done, we can say that's publishing across our online and point-of-sale channels. Obviously, we don't have a point-of-sale setup, so it would just be visible on an online store. So you can also select to schedule a product to publish at a certain date or time. So this is something to think about if you have a certain release coming up or if you might just not be able to be by your computer when that time comes, this can take care of that step for you. So now that we've got our first product set up, now we're just going to create a few more products while we're here. So there's two ways you can go about doing this. One way is duplicating your product. If your product is very similar in nature, but just as a few slight variances, this can be a great way to speed things up. Otherwise, we can also just go back and go Add product. So this time we're just going to add a product and use a few more of the fields shopify provides to us just to see how those different fields will influence the theme and how the product page will actually appear when viewing the different products. So let's add those in now. For this one, we're just going to be adding in another product title. Now we're just going to use the same description just for time sake. Now for the media, just drag that in. Now for the price. This time we're going to set it up price. So this means the product will appear like it's on sale. So the way this works is that say we normally have this set to $50 when you want to put the product on sale, this will actually change to the sale price. So let's say we change that to $30. The compare app price will then be $50. So now the $30 will be compared to 50. So we'll have that $20 discount. And we're just going to keep going down. We're going to set quantity again. We'll just set that to ten for now. I would suggest setting a skew, but we'll just leave that blank for the time being. I'm just going to create a variant as well. And this one, we're just going to set the size. Let's just pretend the oil has two different sizes. So we can set this to 50 mil or we can also set this to 150 mil option and select Done. We're just going to change the price of the 150 mil option to $45 and then just click Save. So now that we've saved that, Shopify is detected as variance and it's actually removed a few of the options that we had before. One of those key options being the price block. So now that the price block is moved, we need to edit the pricing and the Compare at pricing within the individual variance. So once we're inside this variant, we can select Edit. And then we can see the Compare at price, which this is defaulted to what we had set previously. Although as this is the more expensive option, we're actually just going to increase that to $70. Therefore, the variance, you can also have separate imagery for each variant. So if you do have images of the different bottle sizes are the different colors, you can import a different image for each of those variants here. So feel free to do so and you can see how that'll interact once you change this variance on the product page. So we're now just going to exit out of here. And then I'm going to add a few more products and be back in a second. 7. Creating your First Collection: So now that we're done adding our products, we're now going to create our first collections. So we're just going to select collections from the left-hand navigation here. We're going to remove the homepage collection. Then we're going to select Create Collection. Now, you can call this collection what have you like? We're just going to call this natural essence. You can then add your collection description and then also add an image in. So we're just going to add in an image here. Now that we've taken care of the creative side of things, we'll now need to configure the collection itself so we can either select a manual or an automatic collection. Now Manual, pretty straightforward. You have to manually add, remove, and arrange the products within that collection. Or we can use an automated collection. We can use filtering to just automatically add and remove those products based on the product attributes themselves. So in this case, we're going to select any product with a tag natural essence. You can go save. Once we've done that, we can go back to our products, are we're going to select a natural essence bars and we're going to add in the tag natural essence. Now that we've done that, we'll click Save. And if we give that a refresh, we will see now that this has been auto added to the collection natural essence. So you can now do the same thing for the other products and collections. So now just going to add one more collection here. It's going to hit Create collection that we're going to call this one. Handmade bars can add in the collection description. We're then going to add an image. And we're going to make the product tag equal to hand made to save another difference with this one, we're going to add the tag to multiple products. So if we head back to products, now this time we're going to select all, we're going to select the little checkbox here to select all of them. They can just select individually if you like. So you could just go through and select the one-to-one. We're going to select all of those. Then we're going to go down to the three dots, click that, and we're going to say add tags. Now, we're going to add the tag and made them make sure that this is spelled correctly as it is case-sensitive. So we're going to select, Add and then save. Now if we go back to the collections, we should say handmade bars with four products and we're all done. So I'm just going to add one or two more collections just for mockup purposes. And then we'll get back into it. 8. Customising your Theme | Part II: Now that we have our full collections ready to go, we're going to head back to the themes customizer. So we just kinda go back to that tab that we had opened before. So now that we're back on the themes customizer, we can say that the products are now populating. As we have a few different collections, we can actually select which collection will appear here. So if we click into this section, we can then see it's currently set to show all. If we change this, for instance, to natural essence, we're gonna say it's only going to pull the one product through from that collection. Although obviously you want to show all of our new range. So instead, we're going to show handmade bars for now. We're going to select handmade bars for now and click Select. Now that we've got our feature collection in there, we can now go in to add a new section. The next section we're going to add is a customer testimonial. So this is gonna be a rich text blocks. We're going to select a rich text, and then we're going to see an option here where we have the rich text section with a few individual blocks underneath. These blocks works similar to sections where they can also be rearranged by the drag-and-drop. And we can also add different blocks in. So in this case we won't be needing the buttons, so we can select those and click Remove for the testimonial, just going to select the heading and we're going to add our testimonial in here. So just copy and paste that over or you can type it in if you like. Now obviously that's looking a little bit too big. So we're going to change the heading size, too small, much better than inside of the texts. We're going to add the testimonial name or feel free to leave that blank. And you could also just have the rich text block. Now, it looks a little bit boring going from white to white. So we're actually going to just select the rich text section. Can do so by clicking or selecting rich texts. Are we going to change that background to background too? So that'll just break it up that as we scroll through, it'll break up the page and we're going to continue adding sections between here and the subscribe to our email section. So now that we've finished with the rich text block, we're going to add a new section. This time we're going to add a color section. So as you can see, the College section has multiple blocks within it. So we have image product collection and there's also an option for video as well, but you can only have a maximum of three blocks at a time. For this one, we're only going to use the product. So we're just going to remove the collection block. And we're also going to remove the image block. Now that we've just got the product block, we're going to select that product, and we're going to go select product. Let's make this one. The natural essence bars go select. And I'm going to add another block which we have product. And we can make this one the central bundle. And we'll add one more, which we can make this one the nourishing tree. Snake can see how it creates the collage effect. So we have three different products for different image sizing. And that is what influences the sizing of that collage or the aspect ratio. So that's just something to keep in mind as well. And you can also rearrange these to see how that look if you mixed it up a little bit. So think after playing around, we'll put those back in the original order and we'll leave it as is. Now, one last touch is we're actually just going to remove this multimedia collage title and we'll just leave this heading is blank, is I don't think it needs a heading. Now one thing that you do want to include on your website is the main features of benefits as shopping with your store. So what we can do is we can add another section which we can select multi column. In the multi column. Each column can feature in image heading, description and also a link. So this can also act as a click through to an internal page where you might have more information about that certain feature or benefit. So in this case, we can just start off by editing the section itself. So again, remove the heading for this one. We're going to include four components. So we'll have four columns. We're going to want to central line these. We don't want any background on the age column, so remove that and we also won't have a button for this section. So once we're done making those changes, we can now edit each column individually. So we're now going to select the first column. As you can see, we have the image heading description. So we can add each of those in individually now. So we're going to start off by adding the first icon at the heading and also add the description. We can do the same thing for the next one. Now just to add the last column, we just go back to the section here and select Add Column. And we can see that appear there. And then you can add the information again that we have all four of those in there. So we're just going to remove the heading from this section as well. And this section is all done. Now next we're just going to add one last section here. And this one's just going to be a collection list. So we're just going to feature a list of our collections basically. So in this section, you can see the blocks are all collections. So we're just going to click on this collection and then add in one from the list. And we're just gonna do the same for the others. They might just add one more here. They can see that obviously that doesn't look ideal. How drops to a new line. So what we can do if we select collection list as the section, we can then adjust the setting here for the number of columns. So we could always change this to four, although as you can see, doesn't quite do the trick either. Or we could change the two, which two-by-two can be great. Well, that is quite large and I don't think it's quite fitting for after, we might actually just hide or remove one of these sections for now. And you can always switch these around. Just put that back to three for now. And we'll leave it as square. And we also would just get rid of the heading for this. Now one thing to flag here is that we can see there's quite nice padding between these two sections. Although underneath this section here, it goes straight to the subscribe to our emails. So we just want to add a little bit of bottom padding on this one. So if we just drag this slider up, we'll see the padding start to increase. So once you let go, that'll refresh itself that the recurrent need that much right about there, do the trip, and then you can obviously refine that. But I think that'll do the job for now. 9. Footer Customisations: So now moving on to the newsletter section. So this is one of the photos sections here. So this will be applied across the website to all pages as it's attached to the photo itself. So within the e-mail section, we have these different blocks. So we can rearrange these if we like. So for instance, if you wanted to have a disclaimer beneath the sign-up, you could put that additional contexts there, although I don't think it will be named to do so for this instance, instead, we're just going to change this text. We're going to change this to get 10% off your first order. Now, obviously these are just dummy promotions. Well, it's always great to think about how your customers are gonna be shipping your product range and see if these promotions can help increase your average order value or just increase that conversion rate on your website for first-time visitors. Now, we'll just leave that as is for now, because it does what we need. You might have more that you'd like to add in there. You could also apply the different color schemes, the different Becker and gradients if you like to have that in mind, but we'll just leave that as it is for now. So now the footer, we can see that there's no blocks here. So we're going to need to add our first block. So we're going to select Add block and we're going to start off with an image. And this image, I envision being the logo. So we're going to drag that file in. There we go. And we just send to probably make that a little bit bigger. Perfect alignment. We're probably going to set this to left align. Now, we're going to add another block, which is going to be a menu. Now we haven't created the footer menu is just yet, but we'll leave this as just a place holder. We can then add our own unique navigation in shortly. Now we're going to add one more nav here. We just have that. It's contact us. Yeah, one more, which is just text. So let's start off with this texts. We're just going to add the texts and now we're going to type Australian made. Then we're going to just add in another paragraph texts. And there we go. Now, if we go back to the footer, we can see that it's quite tight against the new site of block. So we're just going to add a little bit of padding there. So we're going to click on footer and then we're going to scroll down and we're going to select top padding. Now the reason we want to use padding instead of margin is margin will add spacing outside of the section. And what I mean by that is if we add the margin, you're going to see it's adding it outside, which means we're not seeing the background color be included in that gap. However, padding is within the border. So it means when we add this padding in, it's going to keep the background color there and just add spacing from within this section. Increase that slightly perfect. There we go. Now, you are also a few settings here inside the photo section which we can utilize. So for instance, if you're wanting to include the email sign-up inside of the footer instead of its own section. You can toggle this option where it will appear here. There's also a few other options here. One of the key ones will include show social media icons, and we'll also go show payment icons. Now these won't be all added until you've added these to the store settings, which we'll get to in just a second. Another one is policy links. Now, we can add these through here. We could also add these via the menus themselves. We'll see what it looks like and we'll get to that in a second once we've actually created the policy pages. Now inside of here we're going to add just placeholder links for now, just so you can see the styling. So this will just trick the theme to thinking that you have a link in there. Make sure that on your own website you do put the link. So now that we've added those in, can now see what the social icons look like inside of the theme. Now that we've done that, we're going to click Save. And what we need to work on now is navigations for both the header navigation and also the two footed navigations. And also the policy pages. 10. Creating Store Policies: So we'll start off doing is we'll start on the policy pages where we did the same thing before. You can either click policy settings here or we can go back to the tab we had opened before, where we got there by right-clicking on exit and opening the link in a new tab. Now inside of this tab, if we go to Settings, now inside of settings, if we go down to policies, which is right at the bottom here, we can then create a refund policy, privacy policy, and terms of service all through a template and also kickstart our contact information with the template as well. Now this is more so important if you are inside the European Union, but we can touch on that anyway. So going back to the top, we can create our first refund policy using their template. So what we'll do is create from template. Now this auto populates a template policy for you where you notice you can fill in a few of the blanks. Basically, for instance, insert the return address so you can enter the address there. And if you go down, you'll also see there's a few fields that might not always apply to you or your business. So it is important to remember that these are just a template and then not 100% perfect based on your exact needs. So do take the time to review these and make sure they are applicable in all areas. Now we're going to go down and do the same thing for privacy policy. So as you can see, we now have quite a detailed template for the privacy policy. As mentioned before, this is just a template. So make sure you do update any of the fill in the blank sections. And also adding any additional information that you might require. Going down to the terms of service would just do the same thing again here we can auto populate this. As you can see, it does complete certain sections with your store name already. So if you have entered a dummy store name or haven't entered one yet, do keep in mind that you might need to update this or correct it when you're ready. When it comes to shipping policy, it is best to recreate this as it will be dependent on the logistics and where you'll be thinking about your handling time and shipping providers. Now as contact information is required on the website for European Union purposes, we will create it from the template for this. And again, it's nothing too crazy, but it's just enough to tick the boxes. So make sure you fill this in and don't leave any of the gaps like so now that we've done that, we're going to click Save. 11. Setting up your Navigation: Once that's saved, we go into exit out of the policy settings. We're going to need to click on the top right-hand corner. This will take us back to our dashboard. Now, we can click into navigation, which is under online store, then click on footer menu. We will add another menu shortly, and then we currently have searched, so we can just delete this one. Then we can go to add a menu item. Inside of the menu item, we will be adding this to the Quick Links. So we could feature things like your about page, FAQs, catalog or collection if we were to go out in your About page. But then we'll find we don't actually have an About page yet. So what we're going to need to do is we'll exit out of here, hit save for now. We're just going to quickly go to Pages. Now, we can currently see that we have one contact page created, but we might just add an L story page. Save that. We're going to select, create another page. Let me might also add an FAQs page. Now that we've done that, we'll head back to navigation. Footer menu, Add menu item will say our story. Type that in again. You guys, we select that link. Go Add. Now at another one, we'll do FAQs. We can type in FAQs at that page. And then we'll also add a link to shop all where here you can see through the nav drop down here, we have a few different options. And one of them will be, if we got products, we can go all products. So we didn't add that in and go add one more. We'll add it in for blog. Blogs and news. So this could change once you start uploading blogs. But for now, this is just e.g. purposes and we'll have another video diving into the blog component of things shortly. Now, we might want to rearrange these so you don't have to delete to rearrange. We can similar to the sections, drag these around, just move FAQs down to the very bottom. And then once we're done with that, we'll go to Save Menu. Now we're going to exit out of this menu and we're going to add a new menu. Now this will be Footer Menu number two. Now you can call this whatever you like. It really doesn't matter. But I think just for this case, it is the second photo menu. So we'll keep it nice and simple. Now, select, Add menu item and I'll type in contact and we'll navigate to the contact page. So we'll add that. Now, add another menu item. Now this is where we can create a custom link. So you might, for instance, want to link to a mobile number. So maybe you don't need everyone to go to Contact page and maybe you'd rather than call you directly. This is more so common for brick-and-mortar store that also has an online store. So it could be something that you'll need. So what we'll do is just add the number in here, and this would just be a dummy Australian mobile number for instance. Obviously you want this to link to your actual mobile number. And then this is where it's slightly different as we'll be now adding a custom link. So this won't be a selection from one of these links, will actually be creating the link ourselves. So we'll be tapping T, E L colon, and then you'd be tapping in the mobile number. Now once you've typed in the number, you'll have to click this link before you can click Add. Otherwise, this will just go blank and you won't be able to add the link. So we'll click this and then click Add. Now we're going, now we're going to do a similar thing for the email. So we'll add the e-mail in and then we're going to type in mail to colon at the e-mail address you'll be using afterwards. Remember, we use have to click here and then add. So now we can save this menu and go back. The last menu we have to edit here is the main menu we can click into here. Now, it's up to you if you'd like to include home, it's quite common to remove the home link from navigation. So feel free to delete this one. And we'll also delete catalog. Now, depending on your store, you might like to have the navigation set up a little bit differently. As I mentioned before, if you're a brick-and-mortar store with an online store attached, you might be slightly different in how you set up your navigation compared to a full e-commerce store, for instance, as your customers might be more inclined to read different information based on the different shopping experiences. So for this example, we'll include a little bit of both and we'll add in our story go pages, our story ad. But we'll also add in shop where this one will just link to products, all products. But we're also going to do is include sub items underneath sharp. So what we'll do is add menu item. And if we click into link, we can go collections and we're going to select handmade bars. So you can see, once we select that, it auto populates the name here and we can go add now to make this a sub menu item, we select the drag icon here, and we just slide it over and let go. Now you can see we've got the drop-down for me. Now we're going to add another menu item to show. Again, go collections. The next one down. And we'll just repeat this for all four. So now that that's done, we can click save menu. And we are now going to head back to our theme customized tab. So I'll click back on that one. Let the Theme refresh, and then we can see already that these are started populating. So we just want to change the navigation that's being added underneath contact us. So if we click on the Contact Us block, then click Change, change menu, footer menu to select. And there we go. So now you can say we have a logo, Quick Links Contact Us and a little bit about the business so we can click Save. There we go. Now, if we also look at the header navigation, you can see we have the contact, our story, and a sharp drop down. Now we're just about done with the homepage so we can scroll to the top and just make sure everything looks okay. That's just one thing there, that if we scroll back down, it's just looking at the padding here that we can see the padding is slightly off from the bottom to the top. So we're just going to click into the rich text block, and we're just going to add a little bit of padding to the top there to give that a little bit of balance in space that out. Now that that's done, click Save. And then just for the section above, the feature collection, we're actually just going to bring down the section padding for this one on the bottom. So we drag that down. Maybe a little bit more. Perfect. There we go. And now it just matches on all sides. So now click Save again. We're going to now head over to the product page. 12. Customising your Product Page: Using the navigation at the top here, we'll click products, default product. And we can now see the product information we entered appear on the page. So straight off the bat, we've got quite a good product page here. We've got the product information and imagery. Scroll down. We have a you may also like section, continue going down and it goes through our foot up. So for a small store, this is quite sufficient. What we can say is a bit of an issue here with the image height. So we will just need to change that. We could do this quickly by selecting the section. And then we can see here product card, and we just want to change the image ratio to square. So now that's done. We can head back up to the product section and focus on this. There's not too much we'll need to change here, although we will do is go through the options. So you can see the first option enables sticky content on desktop. As you can see as we scroll down the page, you'll notice the image is sticking with us. Now up to you as that's preference. I don't mind that effect, so we'll keep that there for now. You can also adjust the desktop media width so we could go large, it will shrink everything in. We will just need to adjust the sizing of the heading if we were to do that. But I think I'm happy with it being at medium for now. And as we continue scrolling down, you can see a few other options here, but nothing that's currently applicable to us. We don't have a video, so don't need to worry about that. Now, on the actual product itself, we can see this, the share. Let's get rid of that for now so we can head over to the product information section, click on the Share block, and we'll just remove this one. Now that's removed, we can look at what other blocks we could add in here. So as you can see, you can add things like icon with texts, complimentary products, product rating, pop-up collapse will row a few others as well. Now, one of the key ones here is you might be looking to add eventually product writing after you get a few Store reviews or collapsible row, that collapsible row is a great way to add additional information to the product page without cluttering the page. So we'll put one in e.g. purposes for now so we can go collapsible row. We probably just want to get rid of that icon because it's not really feeling the style. So we'll click on the row, then go to the icon here, and we'll just say none. And once you've done that, you might find this as a good place to add anything to do with your shipping and returns. Size guides any policy information or religious additional context about the product. What we'll just say for now is we'll go shipping and returns. This is where the shipping and returns content will go, for instance. And we can then click the drop-down and you'll see that appear. Once you've done that, we'll click Save and you're all done. So as you know, we also did add products with Compare at price and also ones with the variant. So what we can do to preview those products is if we head over to the left here and we click Next to preview, if we select Change will then say the other products appear. Once those products appear. If we then select the product with the discounting, which was essential bundle, we can click that one. And we can now see this one has a little bit more going on. So it has on sale price, the sale tag, and also the variance selectors. So as you can see, the various selectors have a few different styling options. Has a drop-down or it has the pills. Now, I would suggest when you have minimal options like this, particularly for sizing, the pills are a great way to display this information and for customers to toggle between the variance. Well, you can see here is the 50 mille is in stock and the 150 mil is out-of-stock. So that's what the two different startups will look like when it's in stock and out-of-stock. Now when we look at the pricing section, if we click into there, you can see that there's no actual settings available to make any changes. However, if we click into product information, so the parent section, and we scroll down to theme settings. We can then see the sale badge color scheme and the salt out bad color scheme. You can select, for instance, change this to background too. Although, as you can see, that doesn't work too well. So I think we'll keep this just accent too for now. You also have the option to show or hide the currency codes. So depending on if you're still selling in multiple currencies, this might not be applicable. However, something to keep in mind and a great option to have. Now that we're done with the product page, we can also check to see what this will look like a mobile. So if we got to the desktop icon and we select Mobile, we can then scroll through this page and you'll see what this looks like. Now. This, you may also like section, if we click into here, what we can see is there's an option for mobile layout and what we can do is change this to one color. And this way the customer will get a full-page experience and that layout where it looks odd, but you have to up the top and one down the bottom. So now that we've done that, we'll click Save and we'll just change this now back to desktop. And now we can just head over to one of the collections. 13. Customising your Collection Page: So we'll click collections, default collection. And this is how the products will appear on the collection page itself. So if we scroll down, the first thing you will notice is the ladder, the images is all over the place. So the first thing we would like to fix it, we select product grid. We will want to change the image ratio to square. And there we go. That's now fixed. It looks so much better when that's all even. Now when it comes to sorting and filtering, it might depend on how many products you have in your collections that will influence whether or not it's necessary. So you can always select a high days and it gives it a very clean look. Although the sorting and filtering can be quite efficient for the customers to use and navigate through your collections. So that's just something to keep in mind. Now this team does also offer variant filtering layouts. So you could select vertical or you can select Journal, which the draw is a draw card. But I think we're best to leave that just as horizontal for now. Another option here is you can enable a Quick Add button. So what that allows people to do is add the product directly from the collection page. Now again, this is very dependent on the products you sell. Sometimes it's better to give the customer the experience that they've landed on your product page and can view everything there. Otherwise, if it's a very quick to add product, this can be a great option to feature. So we'll just hide this for now. But there's definitely nothing wrong with having those included. If your products do have a lot of information inside of this section here, for instance, if they have long product titles, you might find it more suitable to change this to a three grid across, or even two. So this could also be dependent on the product inventory and also how many products you have, but you do have the flexibility to adjust that accordingly. Sometimes for a collection page, it's best to not have too much clutter up the top. However, in this context, I think this is quite fitting if you like. You can also hide the collection image, which helps reduce that space, or also hide the collection description, which takes away even more. And if you really don't like it, you can also hide that header. However, I would likely advise against that as you do still want to provide enough context so customers know which collection there on. Now, I'm just going to add these back in because I think I like the look of these for now. And we'll click save. And there we have it. That's a collection page or done. 14. Customising Content Pages: Now that we've done with the product and the collection page, we can now navigate to pages and then head over to our default pages. Now the default pages where we'll have our FAQs. And if we click up here to navigate to the about page, we can go preview, change our story. And you can see this would be the same thing for this page, this page section. You can actually add the content directly in here. It's all poultry automatically from the same S. So what we can do is head over to the other tab. We can go Pages, click into our story. And then just inside of here, you would just want to add a little bit of texts about the brand. This is where you can also add in subheadings or anything alike. So, for instance, to do that, which is adding a subheading here. And once you've added that in, but just wanted to change the font format. So we'll go up here, select the a, and then we'll make this a heading two. So what you can see is if we were to copy this and you changed this to a heading three, you will see this gradually gets smaller as you go from heading one through six. But we won't be needing that for this one. So we'll just remove that. Once you're done, click Save. Then if we head back to the Customize tab and we refresh this page. So as you can see, the copies now populated. And it has the subheading, which is adds a little bit of structure format into the page. So you can continue adding those and breaking down the content as you like, as it will help to break up the content and make it a bit more consumable. Now if you were wanting to make your story page or about page a little bit more unique. We will get to that in another video as we will be exploring, creating a new template which is unique to the pages needs. So we'll leave the story page as is for now. For the FAQs page, you can create that using the same method as this one. But for the contact page, we'll just have to jump through two pages, contact. So we can see here is the contact page has the page section. So similar thing where if you add the content to the page that will appear underneath contact here. But it also has the contact form. So we can say here you have the name, email, phone number comment, which is perfect for the general inquiries. If you were wanting to make changes to the form, this would require few code changes or you'd have to be looking at getting a plugin to help facilitate the form. But we'll keep this nice and simple. And I think this does the job for now. So there's two things we want to do here is one, adjust the spacing and then to just add a little bit of texts underneath contact. In the same method we use for the Our Story page. So let's adjust the padding first. If we click on the contact form, we just want to add a bit of padding underneath. Let's just drag that up to 64. Yep, that works. Then for the heading section. Happy to leave that as is, but we just want to now add that text underneath. So let's click Save. And then we're going to head back to the other tab we have open will click pages, contact. And once you got into contact with these two similar thing, where we'll put in some copy for the Contact Us page. Once it's entered, click Save. Now we'll just head back to the other tab where if we refresh this, we can see that that content is now appearing on the page and we'll just wanted to fix a little bit of padding here. So we'll just reduce that bottom padding. Bring that in. Or you might just have to do a similar thing to the section below. And I think that'll do just fine. So now that that's done, we'll click Save again. And last thing we'll just be checking here is the cart page. 15. Customising your Cart Page: So if we click on the drop-down, we'll go down to cart and select that. So as you can see, the cart is empty. So we're just going to head back to the homepage and we'll click into one of these products. Let's just go Add to Cart. Now, we can head to the cart by selecting the icon here. Now we can see what the cart page looks like. So I think straight off the bat, you've got quite a nice layout here. You've got the special instructions and also all product information shown nice and clear. But they can also edit quantities from within the card view. So I think you can be pretty happy with that. Nothing that wraps up the beginner's guide to the theme customizations. 16. Home Page Mobile Layouts: So we're just going to head back to the homepage just to give it one last check and make sure it looks good on mobile. So we can scroll through here. We can see that we can flick through this. Now, I might just change this quickly. I thought I might like the carousel, but I'm not too sure about it in this view. So we're just going to change this and just say, We don't want to enable swipe on mobile. But I think we can be happy leaving it as a two-by-two them. So we'll leave it at two columns. Keep scrolling through. I think that looks great. Feel free to continue adding any customizations. But for now, we're just going to click Save. 17. Setting up Payment Options: Once that's done, we're just going to head back to our other tab. So we'll click on that one. And once we're here, but we just want to do is click into settings. And if you navigate to payments from within payments, you want to select Activate Shopify payments. So you might want to get started by activating Shopify payments. And you can do so by completing the setup process. There's also other supported payment methods. For instance, PayPal. If you don't want to include PayPal, you can always like to manage and then deactivate PayPal Express Checkout. And this will just remove these PayPal from the store. There's also a vast range of other payment methods. So if we select Add Payment methods searched by provider, and then we'll just select this. We can start to scroll through all the different options. But depending on the location of your customers, Afterpay, for instance, is a very popular one in Australia as it's one of the buy now pay later payment methods. So feel free to go through those and see what might be the best option for your store. Once you've gone through those, we can head back out and look at shipping options. 18. Setting up Shipping Options: So inside of shipping and delivery, so you can see that Shopify is automatically created a right for domestic and a right for international. So let's click Manage. So within this shipping profile, you can see that we have our shipping origins. So the shop location being Australia, then we have a domestic shipping options and we have international. Not to keep this simple. What we're going to do is delete all the shipping options except for the express at $0 and up at $15. But you might want to change this and we can go edit, right? For this case, we just change this to zero for now, which remain all domestic shipping will be expressed at $0. So you can go done. However, if you are wanting, you can also adjust this. So if we head back to Edit, right, you can see that we can add conditions. And you can start to set conditions based on the order price, for instance, so it has to be orders over $100. Or you can also set a limit just to make sure the oldest aren't too big. And for orders of those size, you might rather than make an inquiry before this be out of place the order, for instance. And then for international shipping, I think we'll leave this as is the standard international at $20. Now, obviously the transit time, this will be something to change and the rate itself, depending on locations you're shipping, you may find it suitable to break this down into further shipping zones. However, for now, we'll leave it as just a flat rate. So once we've done in here, we'll click Save. Once that's done, we can head back up and we'll head over to domains. 19. Buying a Custom Domain: Now, as you can see, we currently working off the my Shopify domain will all have one of these domains. Just the prefix beforehand will be unique to everyone store. So you can always operate your store of this domain. However, it's definitely suggested to buy a new domain or connect to the domain that you've already purchased. So you can do so by selecting binding domain. For instance, we can type in organic soap bars.com and we can see organic soap bars.com is taken. So we can change that up a little bit. You can also play on the different URL extensions. For instance, we could use.co and purchases right here. So if this is the domain you're after, you can now select buy, you can buy this directly within Shopify and all will be connected for you. Now, if you weren't eating to connect to an existing domain that's outside of Shopify. I will be making a separate video on this. Or you can select Connect existing domain. You type your domain in. Click Next and Shopify will take you through the steps to adding the different DNS records to then configure this domain and sync it with the new Shopify store. As mentioned, I will be making another video on this. If you do have any questions in the meantime, please do. Just let me know. 20. Setting up Store Preferences: Once you've connected your domain, which is going to exit out of here, underneath online store. We're going to go down to Preferences. And now you're just going to need to add in a few more details regarding the website. So for instance, the homepage title, you can add in the meta-description. So you can make this whatever you like and also optimize it for SEO if you wish. This is again, just a mockup purposes, feel free to add in an image for social sharing. For now, we're just going to add in the same image we use for the favicon just to keep it simple and then it'll take care of the rest for you. I do highly suggest setting up your Google Analytics account and also, if you are running Facebook ads or have a Facebook business account, make sure you connect this with your Facebook pixel. If you have any questions on these, please do just let me know. Similar to the policy templates that we've been using, we do just have to make sure that we review all of these privacy settings to make sure that they do reflect the policies that we've put together and also the actual practices. Now, click Save. There we head back to online store. 21. Selecting a Plan & Going Live!: New theme is just one step away from being ready to share with the customers and start selling products online. So you just need to select a plan by clicking pick a plan. And as you can see, with the extended trial, you have access to all three membership tears at just $1 a month for the first three months. So do check through which features your require and which are most suitable for your business. If you're just getting started, That's a great chance you only need the basic plan. Or if you are an existing business that has a few more requirements or an existing customer database that you're selling to, then Shopify or advanced might be more suitable. Once you've done that, you'll be able to head back to online store, manage password, uncheck this box, and you still will be accessible to the public. So if we head over to online store, click this little icon, which is video store online, we can see exactly how that will look. 22. Your Website is now Complete: That wraps up the beginner's guide to Shopify. I hope that's helped you get started on your e-commerce journey and also start to get to know the ins and outs of Shopify as an art can all be a little bit confusing when you first get started. Although now you've got a beautiful website or ready to go and start selling your products online. So hopefully, that's kickstart your e-commerce journey. Congratulations and look forward to seeing you all soon. 23. Creating discount codes in Shopify: So once you made your way to your Shopify dashboard, we're just going to never get over to the left here and select discounts. And then we're going to click Create discount. We're going to have a range of options here, pop up for the discount type. So the first one being amount of products. This is when you apply the discount to an item or a product, amount of order. So this applies a discount to the customers entire order or card. Buy x get Y. This will be for offers like buy x, get Y at a discounted price, or buy x and get Y for free. And lastly, free shipping, this will apply the discount to the customers shipping that's calculated at the checkout stage. For this video today, we're going to be selecting amount of order. So if we make our way to the top here, we can see the method. There's both discount code and automatic discount. So discount code is when you want the customer to enter the discount code manually at checkout and automatic discount, which this will apply the discount automatically to the customer's card once I've met that criteria that we set below. We're going to be going with discount code for this one. And then now we can actually set the discount code and what we want to call it. You can generate a code that Shove fi provides for you. But as you can see, it's not very appealing and not a very easy one to remember for the customer. Instead, we're going to remove that, and we're actually just going to come up with our own name. Instead, we're going to remove the generated code, and we're going to enter our own name here, and we're just going to call this one Launch 15. So you obviously don't need to call this launch 15 on your own store, but this is just for today's example. If you're not sure what to call your discount code, feel free to ask and happy to help. So we've entered that in here. So as we make down to value here. We can see we have both percentage and fixed amount. Fixed amount is just if you want to apply only $10, $15, $50, whatever fixed amount dollar value off your customers order. S percentage is in relation to the discount percentage that will be applied to the customers card. And we're going to be using that today and as it's launched 15, this is going to be 15% off. So as we make our way down to minimum purchase requirements, this is where we can start to think about how the discount codes can be used, or how we actually want the customer to use the discount code. So if we look at no minimum requirements, obviously, this will allow the customer to apply the discount code on any order. It doesn't matter how many products of purchase, what the order size is, it'll just be applied without any minimum requirements. We what you might want to do is actually look at having a minimum purchase amount, or a minimum quantity of items. In most cases, you might look to have a minimum purchase amount, where in this case, we're going to have a minimum purchase amount of $100. This can be used as get 15% off your first order of $100 or more. It's also something to think about when you have fixed amount discounts, that if you have a fixed amount discount of $50, for instance, you might be incentivizing people to make a bigger purchase. It might be over $250 or $500, whereas you want to be careful if you have no mineral requirements on a fixed amount discount of $50, and someone buys a $50 product, well, you can see how that will turn out. We're going to leave that there with a minimum purchase amount of $100 and make our way down to customer eligibility. Within here, we can see we can select specific customer segments. If we click on that one, we can then see we can search by customer segments. We're going to click brows, and we're going to see the few different options here. As we can see from Shubfi preset segments here, we have a few different options. The first one being we can look at either target customers who haven't made a purchase before. We can look to target customers who are already in our funnel or in our customer database, and we want them to come back and retain them. As you can see from Schopfi preset segments here, there's a few different options you can use, whether you're looking to target customers who have never made a purchasro before, maybe lifelong customers that have purchased several times, the band and checkouts, people inside your subscriber list, or people who have made that one purchase, and you want to retain them as a lifelong customer. For this example, we won't be using any of those so we can click cancel. One of the other options is specific customers. This might be if you're wanting to create a discount code for a specific person, where there's been an issue with their order or you're providing with a credit for a future purchase. This might be for you. Although in this case, we're going to select all customers. Now heading down to maximum discount uses. As before we're setting the minimum purchase requirements, now we can actually limit how the discount is used. In this case, we want to limit the use of the discount code to be once per customer. The first option here is if you might only want to offer a discount code to the first 50 customers, for instance, you can click into here and then enter 50, and that means the discount code is going to be used 50 times in total. Now if you want that to be 50 unique customers, we can also select limit to one use per customer. So that'll then mean it's 50 unique customers that'll be able to use that discount code. But in our case, we're just going to uncheck that first option, and we're just going to set it to limit to one use per customer. As we make our way down to combinations. Here is where if you have pre existing discount codes or offers in place, you can create combinations. This will allow, for instance, if you have a free shipping for orders over $100, and also the launch 15 discount code, the customer can have both of those applied to their order at checkout. Although in this case, we're just going to leave it as is. Now heading down to active start dates. This is where we can set the discount codes active dates to be aligned with the campaign, for instance. If you're creating a discount code for a campaign that has a specific start date or end date, it's where you can enter these here. A use case for this, for instance, could be that you want to run a January campaign that has for the first 50 customers in January, you will receive a 15% off discount. But you might want to make sure that that's limited to January only. You can also enter that end date and end time here. Although for this one, we're just going to deactivate that and leave it as is. Now we've entered all of the discount code details here. Going to go up here, and we can see sales channels. Within sales channels. If you have multiple sales channels, this can be Instagram, Facebook, or other marketplaces, and this will allow you to control if you want this discount code to be visible or accessible via those sales channels. Although we currently don't have any of those connected, so we're just going to leave that as blank for now. And before we head up to Click Save, we can now review our discount code. In just a simple terms here, so we can see the discount code is for the online store. It will apply 15% off an entire order. The customer must spend a minimum of $100. All customers can use this discount code, but can only use it once, and they can't combine it with any other discount codes. So now that we're happy with that, we're just going to go up and click Save. Now that we've created the discount, we just want to test that it is working. We're going to head over to view our Online Store. You can do this by going underneath sales channels, hovering over Online Store, and just click the little C on there to go view your Online Store. Once that's loaded, we're just going to be finding a product here to test it on. We're going to click into this one here. Then we're just going to add this to cart. Click Checkout. Now we're just going to enter the discount code that we created, so that is Launch 15. Click Apply. And there we go. We can see that now the Launch 15 discount code is being applied and that 15% discount is being applied to the customers card total. So that's it for today's tutorial. If you have any other questions about creating a discount code or Shopify in general, please let me know below, and I'll be happy to discuss it with you and look forward to seeing you in the next one. 24. Setting up & Managing Products in Shopify: And welcome to today's tutorial in setting up and managing your products and variance inside of your Shopify store. I'm going to be walking through the process of setting up your first product, managing your product variance, and publishing it to your store. First, we're going to be adding a new product to your store. On the left hand side of Shopify, you're going to go to products. And then once it's sloded, you're going to head to the top right corner and select Add product. Once it's sloaded, we're going to go through step by step of each input. So first, the title. This is just the name of the product. You can be slightly descriptive in this too. So let's take an example of classic it T shirt. Now, in the description, you want to be very detailed with this. So whether it's certain things about the quality, the way it's made, the fit. Anything like that, you want to make sure this information is added here unless you have other dropdowns on the product page. Now, for this, I'm going to be showing you how to use the Shop fight AI feature for this as we artist making up a product in this case, but do feel free to add in your own description and make sure it is in your tone of voice that aligns with your brand. So to do this with AI, I'm going to click on the Generate text button here. I'm going to add in the product name and just click Generate. And once it's generated, I'm going to keep this from the description. We're going to head down to the media section. Now, in your media section, you're going to want to feature the product in a few different ways. So whether that be your studio photos, more lifestyle photos, or up closed product detail photos. Now it depends what the product is, but I'd suggest having a mix of these because you want to make sure the customer sees these in all different ts or angles. So they get a good idea of the product, it's quality, or the way their logo might be embroided on there or the stitching, anything like that. Each product will be different, but make sure your images do showcase each of these elements. So once you've got your images, you're just going to drag these in to add media there. And these images are just from unsplash for this reference. I don't have all the different close ups and everything for this case. But once the images are loaded in, you can then drag these around. It depends on the order, and you'll often want to keep the order consistent across all of your products. As this looks great when you're viewing the products in a collection feed, for instance, you can have the same consistency of whether it's a studio image first, a close up, then a life style picture, and you want to make sure it's consistent. So let's just take this image here, and you can see how we can then drag that over, and we can reorder with Dragon drop. Once you've got those sorted, we're going to head down to pricing. So inside of pricing, we have our price and compare at price. Now, your price is going to be ordinary price. So let's just say we sell this T shirt for $22. Now, the compare at price is when we have a sale. So if we want this product to be on sale, and let's say we want to charge $18, we're then going to take the price, put that in the compare price, and then put 18 in there. Now it will show $22 being the compare at price with the line through it, and then 18 being the updated product price. So it's a little bit confusing or weird to do it that way because you would think you could just put in the sale price instead, but that's not quite how it works. So just make sure you have that correct when you're working through your products if you put them on sale or at a discounted price. Now, inside of pricing, you can also manage international pricing so that could be different based on each currency or international location, plus you also have the cost per item. So if you want to manage your margins with in Shopify and the analytics there, we can add in the margins. Lets you say the cost per item was $8 in this case, it's going to help us to calculate the profit and the margin that we have, and that'll just be very clear on your reporting and your breakdown of sales. Now, heading down to inventory, you can see the first option here is track quantity. So we do want to in this case, track quantity here, as it is important that we don't oversell our stock, and we want to have, whether a preorder in place if we do sell out of our stock or just for it not to be sold because it might be a limited release, and we don't want the endless customer support emas coming through saying, Hey, I bought this item where is it and you're having to apologize the whole time. Within your settings, you can have different locations, so you might have different warehouse locations based on countries or cities, or you can have a store inventory, and you can have your warehouse inventory. So there's a few options here, but we're just going to go with a shop inventory location for now, and we're just going to add 100 stock units. And then here, we don't want to continue in selling out of stock. We want to make sure there is a hard limit. We're going to keep that as a strict selling point of 100. Then the skew, so this is the unique identifier. Now many small business owners don't worry about this at the early stages, but it is something I would suggest doing at the early stages, no matter what, and just get used to having it there as it is super important for reporting and tracking as time goes on. So in this case, I'm just going to stick to a simple skew, and as it's a classic white T shirt, so then you can see there's a bit of a structure to these abbreviations here. So for this one, being the classic white T shirt, we're going to go CWT 001. Now, Averroe has a different structure for this, and there's so many ways you can go about arranging your skews, but this is a clear example for now, and that can be another video. We can dive into how to set that up and manage it for your business and your product ranges. Heading down to shipping, one of the things here is you can have shipping calculated based on the actual weight of the product. Now, sometimes in these case with clothing, it's not quite as important as all fitted into satchels. But depending on your product, it might be. But in this case, we're just going to add it in anyway. And for this, we're just going to say, 0.25 kilo. Now, I'm not actually too sure what this one weighs, but don't take my example. Make sure it actually is applicable to your product, and don't just make up the number. Now we're going to jump in a variance, and a lot of people think variants are very tricky or difficult to manage, but they don't need to be. So let's just click, add options like size or color. And then in this case, we're going to select sized. Now you can see the option values already has medium in there. But we're going to start off with small, then we're going to go medium, and then we're going to go large. So we're going to click Done. And then we can see we now have variants for small, medium, and large, and you can see how they populate within the variants here. And you can see the skews have updated too to have different skews for each variant. You can change these variant es to be more applicable. You could have S included for small M for medium, L for large, and that can go on. Or you can keep a number structure to it and do it that way. Now, another popular use case is color. So as this is a classic white T shirt, we don't need multiple colors. Although what you can do is always have just classic T shirt and then have multiple variants within this one product. So we could go color and then go white, black, and blue. Then if you were to click Done, this will add all of those variants too. And these will now show up as the different toggle options or drop downs, depends on your theme for the customer select and to choose a different variant. So then this would be small to medium. So then this will show up a little b differently as well on the back end. So in this case, I'm going to add these in just for the example, and we're going to see how that changes how you might manage inventory and those sort of things. Now, beneath this, you can now see that the variance, there's quite a bit going on here. So we have small with three variants, and the same for medium and large. We're going to click Expand all, and now we can see all of the potential variants here. So obviously, if we had 100 originally in stock, it might not be the case for each variant because when we're ordering different products, there's going to be a different number of each size. So depending on the location that you're managing the inventory, you're just going to select that from this drop down. And although yours might not be called shop location, that's just what Min is called on this setup store. Now, within here, you can see it's added in 100 of the small white because that's what it's given this que for this variant. Although we're going to change this, and each one of these is just going to have ten. So we're going to add in ten for this. But then for the mediums, we actually only got eight, so we're just going to add in the different number for these ones. And then large, we did get eight for the white, but then we only got six for the other colors here. So we're going to add those in two. There we go. Now we've added in the inventory for each of the variants. We can just go ahead and save that while we're here. So now we've got the product set up with all of its variants in there, and each variant now has its individual inventory and skew as well. Now you might be wondering, I want to make sure there's a different image for that variant. So what you can do is add images on a variant level. So when you change the variant, most things will give you the option to have the product gallery on the product page, that when you select the different variant, it'll change that first featured image to that variant image. So you can just do that by clicking here or dragging the image in, and that's going to add an image that's going to be attributed to that particular skew. Now you're going to have to do that for each one. If you do set up colors first, you can add that variant image in there, and then once you set up sizes, it's going to apply to all of them. But as we did the other way around, we do have to do this step by step or individually. So, feel free to go ahead and do that for your product imagery as it can be a great way just to make it a little bit easier and a little bitless confusing for customers. As if they select black, we want them to see black, we don't necessarily want them to have to click through all the different images to see all those different variant colorings, or if it be different materials or anything like that. Now, if you did have them, this is where you can also add metafeld. So you might have different metafd for size charts or to do with size and fit, where you might have the model description, anything like that. You can set up metafds here and have those added in. But in this case, we don't have those, we're keeping it quite simple. And then at the bottom here, you have SEO. So this is how it'll appear on Google. So if you click Edit, we can see that there's a classic white T shirt being pulled through for the page title, and this is how it will appear. And then you have the meta description that is pulling through from the description itself, and then the URL handle. Now, if you're focus on SEO or just general kind of good practice, I would making sure the meta description is unique, and also the URL handle doesn't have things like copy or anything like that. Because when you duplicate a product, you'll often see on an EC store, they've included in the URL, you'll see copy or new or anything like that. And that's just because when they've duplicated a product, they haven't actually updated the URL handle. To be honest, it looks really bad. So you want to make sure you don't have this. And if in the page title, you could add a little bit more detail and go men's white T shirt. Then that way, you just have a little bit more keyword optimization. But that again is sort of another video because there's a lot to that and depending if you want to go for a long tail keyword or a short tail keyword. Moving on from the SEO. One of the last few things here is within the product organization. So what we need to look at here is a product category, which for now, it fits into shirts and tops, so that's great. B can see Shopper Fi provides a whole list of different categories to choose from. Previously, this was super minimal, and there wasn't so many categories, so I was hard to actually fit into one of these, but they have updated this, so there's a lot more to choose from, and you'll more than likely fit into one. So make sure you select this one as it is good for things like Google Shopping and those sort of things. Then product type. So in this case, we're going to add T shirt. And this can be your own. So we want to make sure you select product types that can be used in things like collections and filtering. So that is quite important and keep that consistent across your products so you don't have 1 billion different T shirt product types or different spelling. Now, the vendor, we're going to change it to white T shirt maker. This is just an example, of course, but it can be if you have different vendors for each of your products. This is where you can put the vendor or the brand name in. Collections. For now, we're going to add it to the home page collection. And then tags, although I would suggest working more soft dynamic collections or automatic collections, where the actual collections have different criteria field that automatically pull through the products rather than manually managing these, because that's a small scale that's fine. But once your products to over 100 or thousand, it gets very tricky or just time consuming to manage that, and you want to do it based on different criteria. Now, one of the great ways to do that, besides using product type or vendor is using tags. So you can see here in some of the other example products I have. You can have things like sport, winter, accessory, premium, snow. On this case, we're going to add in the color, which is white. We can go T shirt, even though you can also use a product type value, we're just going to add that in anyway. And then you can also do things like summer fit because you might have a collection for summer fit. But then you might also have a collection for things like basics, or maybe sort of minimal two. And then you can see that once you start creating the collections with a different dynamic field or automated or automatic criteria, T shirt, and then you can filter by white as well. So there's a few things here, depending on also your filter plug in or setup, you could use, but that also does depend on things that you're filtering. Although, when you go into filtering, that does depend on how you have that setup as each sort of plug in or setup has different ways of pulling through product information. But again, that's probably another video to comment or let me know if you have any questions about that. Just for the collections, this is sort of the fundamentals of what you would need to be able to structure these in a nice way and have that automated approach rather than that sort of manually adding these in to each collection. Now, that's basically it for setting up and managing your product and variance inside of Shopify. So we're just going to click Save here. And then once you've done that, we can click preview, and that's going to open up the preview, which we can now see. We have the product image. We have all the variants here that we can click between, and we have the product description being pulled through. Managing the design of the product page, I'll save for another video. Although this is all about just setting up and managing your products and variances inside a Shopify. So if you have any questions as you work through or any issues you stumble across, please let me know and I'm more than happy to help you. Please subscribe if you want to see more of these videos and comment if there's anything in particular you need help with. And I look forward to chatting with you. 25. Creating & Managing Shopify Collections: Welcome to today's tutorial on creating and managing collections inside of your shop off I store. In this video, we're going to walk through the process of organizing your products into collections, which as we know, is essential for making it easy for customers to find your products and the better the navigation around your website, the more likely it is we're going to convert those visitors into sales. So let's get started. We know, collections are groups of items that are based on certain criteria. Shopify offers two options for this, one being manual collections, and the other being automated. Now, manual being as it sounds, it is simply you manually selected products in that collection and automated being based on the different sets of criteria. So whether that's the product type, tags, price, sale, all those sort of things. And we're going to start off by creating a manual collection. So as I mentioned, manual collections let you hand pick the products that are going to be featured inside of this collection. So to create one, we're going to head over to products, Then go down to collections. Once it's sloded, you're going to head to the top right corner and select Create collection. For this one, we're going to call it staff picks. This is a great example of when you will use a more of a manual approach as it might be a very limited collection, you might not have it there for so long, or it might only be a few products that is actually easier to just mainly select rather than having more of that dynamic or automated functionality. Then for each collection, you can also create a description. Now it's not necessary, but sometimes you might use this for SEO or to provide further context. We're just going to add a little bit of context here. For this example, I'm just going to enter a simple description. Now for this example, it's not a very detailed description, but you might have context as to a certain team member or if it's SEO optimize, it can be relating to the key search terms for that specific product collection. Then heading down to the collection type, we need to make sure it is a manual that is selected. Now this is usually selected by default, but we're just going to double check that here. Then once you've done that, we're not going to add the products just yet, but we're going to come back to that in just a second. Now inside of the collection, you also have further SEO settings. If we click edit, you can then scroll down, you're going to see we have an SEO title, SEO description, and then the handle. Now, not every collection is going to be an SEO optimized collection, but you will have some that you may want to target to rank higher on Google. Now, for this one, the SEO title is not so relevant because it is going to be a niche collection where we're going to be referring to it from a EDM or Email marketing campaign, not necessarily that people are going to be organically searching this on Google. But if you were, this is where you can add a little bit more context. Let's just say it was relating to our summer picks for our favorite dresses, for instance. We can then go staff picks, summer dresses on sale. Now this is obviously a very lose example, but it just gives you an idea that you might have summer dresses on sale, or you could also have another one of top dresses for the summer. Let's say the collection is referring to the staff picks for the top ten favorite candles, for instance, you could then say ten must have candles for ter. Just give you an idea of a longer tail keyword, but we will be doing another video on optimizing your collections for SEO, so we can dive into that a little bit more then. Then for SEO description, same thing, you can expand on this and it's a little meta description that shows up underneath the search listing on Google. If you'd like to add this in, please refer to do so. Then for the handle. Now usually you'll see on smaller E comi stores, the URL handle for collections can often be a little bit funny. They often might include things like new or copy or those things. Usually that's because when they've duplicated collection, it carries that handle over with the extension. Don't want that, we want to keep it nice and clean and simple. Here you can see staff picks. We're just going to leave it as staff dash picks for our handle because one, we don't need to be SE optimized and two, we just want it to be clean and simple and to look nice inside of the search bar there. We're then going to head back up. The last two things here before we add products to the collection is one being that you can add an image or a featured image to the collection. Depending on your theme and how you display collections, you can add an image in here. Then the other being if you have different templates for the collections inside your theme. Now, not often many people have this when first sunny out, but you might have a few different layouts for different collections. This is just where you can select from this drop down, if you've created those within your theme customized view. But most importantly, we're going to now add products to this collection. You can see we've selected manual and we're just going to click Save. Now once you click Save, this has now created the collection. We're going to scroll down and we can see we can now search products. You go to search products, you can now search for any of your products inside of your Shopify store. We're just going to search for snowboard, and we can see we have a few different snowboards here. I'm just going to select this one, that one, and this one here, and we're going to add. Now we can see these RO dummy products on the Shopify store, so don't overthink the product names or anything like that. But we can now see that those three products we selected are now visible within this collection. Let's say you want to change the order of these. Through the default sorting options, we can select a few different ways how we have these polls are display on the collections page. We're going to do best selling in alphabetical order, price, newest, oldest, and manually. Let's just say we want to do this manually. Click that one, and then we'll be able to see that we can drag these around. This is how you sort your collection, and how you can easily structure these based on the exact order that you want them to be in. But sometimes you might keep it more dynamic and just have best selling. Although usually if you have a collection like this, which is quite small and specific, I would suggest you probably do manually for this and you can easily just order these. But if you have too many products, this can get a bit annoying, so maybe stick to best selling, for instance. Then once you move those around, this automatically saved. So we can see that the products being reordered and it's already saved. We don't have to do anything else here. Even if we added another product, so let's just go here, and go one more. We can see the products get updated and automatically saves for you. Don't stress if you can't click save, it's already saved for you. Now that we've got the manual collection out of the way, we're going to go on to automated collections. Now the benefit of automated collections is it saves you one heck of a lot of time when you're managing products at a bigger scale, and you have a lot of different collections going on. Is due to their dynamic nature. You can include tags inside of the products, for instance, for sale or winter collection or summer, anything like that. You can also reference other pieces of the product metadata, but that allows the collections to be dynamically built, and always updating based on the different criteria conditions that you've preset within the collection. This means that as you add new products or remove old products, it's automatically going to update these collections. You don't have to go in and one by one like the manual collection and have to edit or move those around. We're going to head back to collections, in the top right select Create collection. Then for this one, we're going to call it sale. In this case, you might have the sale always live on the website. Whether or not you want a description to explain that, that's up to you. But this can also be again, where people will use SEO because there are often collection pages that people optimize for some addresses on sale or if you're stocking other brands, you can use their brand name sale, for instance. That can be a great way to attract traffic, but again, different video for that one. But in this case, we're just going to leave this blank because it's not too necessary for what we're trying to achieve here. Then again, on the right side here, you have the image and theme template to choose, and also the search engine listing SEO settings down the bottom. But since we've already run through that, we're just going to go to actually creating the collection itself. Now, under collection type, click automated. Now that we click that, you can see where a few more options to choose from. From these options, you can see you can have all conditions must be met or any condition must be met. Now this just depends on how specific you need the collection to be. One example when you could use all conditions would be you have a collection with a specific criteria, and that could be all summer items and all items under $150. Now that collection would be summer items under $150. That would then populate all of the items that have summer as a tag and a price point under $150. Then for any conditions, you can set this up to have a much broader criteria. This lets you create collections. An example of what this can help you to create is, let's say you have a broad mix of products that you don't have specific tags for that are relevant to the collection you're wanting to make. He he could do this is let's say you want to create a summer collection and you don't have products tagged with summer. You could then set the criteria to include all products that have the product type of bikini, the other being product type singlets, and one more being product type hats. Now, based on that criteria, it'll pull through any products that have one of those criterias. Then you have a merged collection that now has all of your summer items pulled through into the one place. There's a lot of different options you could do here. Another use case for any condition is let's say you've made a few spelling mistakes in your tagging and you have some that say sale with a capital S, others that say sale with a lower case. Now it is sensitive to capitals. If you have made that mistake, it's okay. We can set the criteria here, that you could have product tag is equal to sale with a capital S or you could do sale with a lower case. Let's just say you had one more that previously you had collections with the tag on sale. That's going to pull through any product that has one of these tags. Doesn't matter which one, as long as a product has one of these, it'll pull through. Let's start with this and for our sale collection, we're going to have any condition that as long as a product has one of these tags, it's going to be pulled through. Once you've added these conditions in, go up to the top right and click, save. Then once that's loaded, we're going to scroll down and underneath collection type, you'll see your products being pulled through. Here we can see the three products that are being pulled through that include one of these sale tags. Now, similar to the manual collection, you can again sort the collections here however you like. We're going to leave this as best selling, but you can go manually again if you wanted to move these around or select from one of the other options. Now that's how an automated collection works. But what I'm just going to do is go to one more collection and just show you all of the different options that you have. I'm just going to click create another collection. For this, I'm just going to type in showcase, as I'm going to be showing you what the automated collection options are. Then going down to automated We can now see that on the other automated collection, we only reference a product tag. Although if we click on product tag, we can then see there's a lot more options to choose from. Go through the list, you can see there's a few options here. Now, product title and variant title is where you can use the text within the product name or variant name. If we select product title, you can see then the filtering options is contains, does not contain, ends with starts with, is not equal to or is equal to. Now contains is a great one. If you've set up your product really badly, let's be honest, we've all been there. But you know you have all of the products that have the word T shirt. We can just type in that product title contains T shirt. Now that's going to pull through all products that have T shirt contained within their product title. Now, let's see have a few different spellings and you made the mistake of typing T shirt with the dash in there and then other times without. You can then go select any condition and go add another condition. Then again, we're going to have product title contains and then T shirt with no dash. Now, we can then create a collection of all T shirts. Even if you have really bad product tags or metadata, you can still find a way around it with these dynamic collections. Then looking at the other options here, you obviously have variance title, which is similar and you can use that more text based filtering. Inventory stock, you might have limit to stock left, or you might have lots of stock of certain products, and you can then create collections based on that. Weight compare at price price, so often the compare at price and price can be great additional collections for great fines under $150 or under $50, whatever price point may. That's a great filtering option. Product tag with covered vendor category and type. Now, these all work a little bit similar. As on the product page itself, you have the dropdown options to choose there. And then for vendor, you can type in the brand name itself. You want to see a video that goes through managing each of these fields on the product page itself. I do have a video that walk through editing and managing products on your shop office store, and that'll help give you an understanding of how to manage the product type, category, vendor, tags, et cetera. So if you have any questions, comment below, otherwise, that video should be able to help you run through each of these components. Now, one of the last things we're going to need to do is add your collection to your navigation so your customers can access it. To quickly do that, you're going to head over to Online Store. Then underneath Online Store, you're going to click Navigation. Then inside navigation, you're going to select a menu that you have set up for your theme currently. In this case, I'm going to click into Main Menu. And then inside the Main Menu, I'm going to click Ad Menu item. To call this sale, and then you can either search or manually select the collection itself. I'm going to click collections. Then I can see my collections being pulled through, and I'm going to click sale, and then add that to my menu. I'm going to add one more, which will be the Staff picks. I'm going to type in staff picks. Then I'm going to go to collections picks add. Once I've done that, just click Save Menu and then now your collection is going to be accessible via your navigation on your website. So I'll then suggest previewing your website to make sure one being the collections are being featured in your navigation, two the collections are pulling through the products as you'd like to. So once you've done that, you can feel more confident in sending out that e mail campaign with that featured collection or letting your customers find the collection on your website. So that's it for today's tutorial on creating and managing automated and manual collections inside of your shop of by store. If you have any questions, please let me know below, and I'm more than happy to help 26. How to setup shopify paymets: Welcome to today's video where we're going to be setting up Shopify payments on your Shu fi store, and we're also going to be touching on a few additional Shub fi payment options that you can use to help either incentivize customers to purchase with you or just to make things a little bit easier for customers when checking out. Let's dive into it. First off, we're going to load up your shop fi account. If you haven't already log into your sho fi account and make your way to the Admin page. Once you're on your Shop fi dashboard, we're going to head down to the bottom left hand corner, and we're going to click on to settings. Once that's loaded, we're now going to head to payments on the left hand side here. Then first thing you can see here is I have a little warning saying development stores can only process test payments. Now you won't need to worry about this as you'll have an actual Shopify account. Although as this is a test environment, I just have that warning. Feel free to ignore that. It's not wrong that you don't see that. You don't want to be seeing that. No worries at all there. Now once you get into here, you're going to see often two things. You can see Shopify payments and paypal added in there. Both of these obviously need to be activated before you can accept payments, so it knows where to send the money and if you actually have an account to accept that money from customers checking out. The most part, most of you will be using Shopify payments on your ECO store. We're going to set that one up now. What we're going to do is click, complete account setup. Then we're going to see the list of details that we need to provide to be able to verify the account and to begin accepting payments. Make sure you read through this and collect all that information you're going to need as it's probably easier to just get this done in one sitting. We then going to click Submit details. Then we're going to select what structure you have for your business. Now, it does have an individual. Although this isn't what you would normally think which is Sul Trader, as SL trader does still fall under a registered business. Individual, I guess is if you have a hobby business or if you're starting to sell something, Augh I think most of you will be falling under a registered business, and we're going to be selecting that one for today. Then once you select a registered business, you will see select business type, which S Trader, corporation, Partnership, and public company. For most of you just starting out, you might be a sole trader or partnership, or you might already be registered as a company. Let's just select corporation for this one, and we're going to click next. Now, once you've select your business type, we can then begin filling in all the details. Hopefully you have all that in front of you and we can begin filling all this in. I'm going to be using a bit of dummy content just to work through this with you. Although, make sure you don't put dummy content in and actually use your correct information as this is information that one, you won't be accepted for payments if this is incorrect or invalid data that doesn't match with other records. Two, you don't want this to be flagged or banned or suspended. Because there are some businesses that do get flagged or suspended from payments, and you don't want to be one of those. Usually, it's when they're in certain industries. So you should be more than okay with that unless you are one of those types of businesses. Although just make sure you get this information correct. It's a bit like the tax department. You don't want to mess around with them just because you want to make sure that you can get your money and process money as you wish and not have any issues. Now, go ahead and fill in all the details on this page. Then once you fill all that in, we're going to click next, and now you're going to select the industry type. Now this is usually where you want to make sure you know you don't pick the wrong thing because this can be where they suspend you based on your industry type. Usually this might be more so if you fall under tobacco or medicinal drugs or anything like that. They're the ones that usually have the issues. You should be okay, and we're just going to select your industry type now. For this one, I'm going to click clothing and accessories and then also other clothing and accessories. Then once you've selected that, make sure you do fill in the store phone number as the number you want people to see on the invoices and to be able to contact you on. Just because sometimes people fill this in with their personal number and then after time goes by, they realize their personal number is on all of the invoices, and that's not what they actually wanted. Again, make sure this is relevant to the store's information and not just your personal one. Then once you've done that, we're going to click next. You might have already filled in form similar to this on other tax applications or anything like that. Although now you're going to need to fill in about the account representative and how you currently sit in the business. This will be different for everyone to take your time to go through this. Although you will just need to select what position you currently have. If you're fill in on behalf of someone, just select the correct one for them. In this case, I'd say this person is director and sits on the company's governing board, like that. This person executive in the company, and this person owns 25% or more in the business. But make sure you do select the correct items and I know I keep saying it. But many people don't. Keep it easy and you don't want to be correcting all this later if you can get it right the first time. Just go through and fill the rest of this in. Now one thing to keep in mind is that this is for personal information, not the business as such. Make sure when you do fill in the date of birth, it's actually the person's date of birth, not the company's start a launch date. Same thing for the residential address, personal residential address, not the companies. Then you can see here as I selected that I was a 100% owner of the company, it has 100% equity listed here. Although if that's not the case, make sure you have corrected that and you've got the right equity breakdown listed. Then click next. Then we can see again that we've got the director. I'm the only director here, so we don't need to add anyone else. But if you do have other directors, you can add that easily there. Once we go through to review all of this information, just take one look through before you do look to take any further steps. Again, better safe than sorry, take your time, look through everything, and we then just need to upload a document to support the business verification. S, this is any document that will include things like the business name, ABN, address, phone number, those things. Any business name registration or tax registration documents are great for this. Upload one of those and that should do more than enough to get yourself verified for payment. Then once you've done that, click confirm. Once you confirm the business side, you just need to confirm the personal information that's been entered to and similar thing here. Just include some verification that shows the identity and address of the people or person that you filled in the information for. Then once you've done that, just click confirm, and then you'll be able to submit for verification. Now once you submit for verification, this shouldn't usually take too long. Usually it would be done almost right away. Although this cans take a little bit of time and they'll usually advise on any processing times after submitting. Then click submit and then we're going to head back to payments inside of settings. Go ahead and do that, and I'll say you in a second. Now we're back in the payment section here, you should have a different screen as I do, although as it was just dummy content and on development. So I won't actually be submitting that for verification. Although what we can see here is there is an option just below shopifi payments that if you are looking to use a different payment provider, you can select, see all other providers here. Then once that's loaded, we're going to see a list of all third party payment providers that you can utilize on the store. You can see the first one here being Bogus gateway, that is just for development testing purposes. But then beneath that, you're going to see all the other options. Usually, if you're just signing out, you're not going to be worried about any of these. Although for bigger enterprises or companies, they might have deals or partnerships with certain payment gateways, they might be wanting to prefer and utilize those over others. Just something for reference. You don't need to worry about this, feel free to ignore it, but just in case you do, that's how you get to that section there. Heading back. We can see just below there, we have additional payment methods. You can see PayPal is already there as an additional payment method. You do have to still activate that, where you can do here by selecting activate PayPal. Then you just connect your paypal account or set one up if you don't already have one. Then we can also see just below that add payment method. If you click on that, we're then going to see the other options for payment methods. You can go in here and search by payment method or provider. Let's just say you want to add another provider and that could be LnA, for instance. You can search Lner, add that in, so we can and then we can go install. Now once you click install, it'll probably take you to install the application for that payment provider. Once you click install, it's going to likely prompt you to install the application or plug in for that payment method. Each of these, particularly for the Afterpay Klan Zip pay, anything like that, they're going to need an app, that will also allow you to have the little widgets on your website that have the payment in installment. I'll break down the price for you of that product, so it might be purchased with four installments of X amount. That's why you need to install the app as well, and then they'll also require you to set up a separate account with each of the providers there. They'll also they'll also require you similar to pay power for instance to set up an account to whether that's lana after pay, et cetera, they're all going to need their own account for you to have and for you to connect that between the store and then the app for instance. Just keep that in mind, it doesn't take too long and there's no harm in really installing these. They do inject a little bits of code, but usually it's very small, and I there are any issues, simply reach out to their support or let me know and I'll be happy to guide you on how to remove that from your theme. Once have injected those little bits of code in If we click install on this one, we can then just see it then prompts you into the merchant portal, which once you get there, this is where again, you'll log in or create an account, and then you'll be able to connect all of that there. Then once that's all connected, you'll simply be able to head back to payments inside of your shopify settings, and then you'll see the additional payment methods continue to appear within this section here. You can add as many payment methods as you want. Now, a few of the additional payment methods, I'll definitely recommend you have set up on the store is PayPal, Afterpay, and Klana. Now these do service different areas of the globe. Localized business you might only need what's relevant to the local customer base you have. T hough if you're in Europe, ln is are very popular one after pay extremely popular in Australia and then pay international. These are a few ones to keep in mind and they can build a lot of trust with the customer, particularly first time buyers, that some people won't purchase with you unless you have things that ln, for instance, as lana does give the buyer a little bit more protection when purchasing from you. Sometimes you might lose out a little bit on the transaction fee. Although for the benefits that it does provide you, I would probably suggest it's worthwhile exploring these extra payment methods and including them on your store for customers to be about to purchase. Lastly, just beneath these sections here, we can see there's a little bit more information on this payment settings. These aren't usually the most relevant settings when starting up your ECM store unless you have very specific business cases that you need to apply them to. Or the one being when you want to capture the payment, whether that's automatically a checkout, automatically when the entire orders for field or manually. Now, if you maybe B to B, you might go with manually or fulfilled as that way it can just save you processing those beer wholesale orders or anything like that. Although for the most part, you're going to want to for the most part, you're going to uh for the most part, you're going to want to be capturing that payment directly at checkout. I'll leave that first option selected. If you're not sure, again, let me know and I'll discuss it with you and see if you do have a use case for one of the others. Although if you're not aware of it and just selling direct consumer, I'll definitely recommend keeping that first option selected there and just collecting payment at checkout. There's no real other reason why you shouldn't be doing it. If you do select manually, you can see beneath there is an additional option to add in manual payment methods. This will be things like your bank account details. If you have a BSB and account number that you need someone to transact into or a BPA code or anything like that, this is where you'll add that into this section here. You can see by going manual payment method and then within that you have bank deposit, money order, or cash on delivery. Those will be the options that customer can then select when they get to the checkout of your store. You could have one of those or provide all of them as an option to. Completely up to you, and again, every business is different to see what is relevant for yourself. The last thing we do have here, payment method customization apps that Shovef I has on the app store, and you can install that on your store to customize that process. Usually, this is more so for those B to B or alternate payment collection methods, which again, for the most of you, you'll be selecting automatically a check out. But if for instance, you do have one of the others or a unique business case, there may be an app that will help you with that. You can see here a small collection of apps that will help you to customize that process, whether it's be the cash and delivery method or payment after purchase. Anything like that, a few options here. Feel free to explore those. Usually, if you have an issue with a certain business case, someone else probably has as well. But if not, you might be in to create an app that could do quite well as well. Never rule that out. You could be creating an app for the Shop Fi HAP store and have many people benefit from you creating a solution for that problem. Keep that in mind, but there should likely be something for you already here. If not, then again, let me know and I'll be happy to see if I have any solution for you or if there's a work around that can be implemented. One thing to keep in mind as you grow your e commerce business is that the different shopify plans do entail different transaction fees. You'll see that when you get started on the basic plan, which is guarded towards sol entrepreneurs or people just starting out, you're going to see slightly higher transaction fees. Just a quick summary of this, you'll see that the card rates on the basic plan start at 1.75% plus $0.30 per online transaction. Then you have 1.95% for in person transactions or 2% for every third party payment provider. If you go to the next plan, which is called Shopify, you can then see it goes to 1.6% plus $0.30 per online transaction, and then only 1% for every third party payment provider. Then moving to advanced, it goes to 1.4% plus $0.30 per online transaction, and then 0.6% for the third party payment providers. Then if you go to shop f plus, that's a different ball game, but for now we'll focus on these first three. It's just something to keep in mind is when you look to pay for the certain plan, you might look at that middle plan or advance, for instance, think, h, that's a lot of money to pay per month. I don't want to spend that much. Although businesses will get to the point where depending how much revenue you're doing per month, It could actually be a viable financial option to upgrade the plan, as you might actually be saving more than the difference between each of the plans costs. Definitely keep that in mind and just have it in the back of your mind or keep track of it as you might find that as you scale to a certain level of revenue and depending what payment provider or methods people are using. You might be in the position that's definitely worth while upgrading your plan that you get those better rates. As Although you'll be spending more money on the monthly plan, you'll be saving a lot in the long run on those transaction fees. That's all for today's video and setting up shopify payments on your Shopify store. If you have any questions, please let me know and I'll be more than happy to help, and I look forward to seeing you soon.