Shopify Website Checklist

Owned by Sandra Petrovic
Feb 27, 2019
2 min read

Checklist for setting up a Shopify Website 

✨To keep organised download the check list here ✨

Initial set upDescription 

Create Website Customer Record 

  1. Confirm warehouse stock will be pulling from  
  2. Confirm trading entity prices will be pulling from 
Create Shopify Website Customer, Shopify URL, Access Token, Webhook and Webhook ID
Confirm Shopify ThemeCustomer to buy theme or I8 to customise from scratch
Add Header LogoClient to send company logo in JPEG or PNG format
Confirm wireframe homepage design

1.     Main Menu

2.     Banner image slideshow

3.     Optional: Show collection images

4.     Optional: Show feed of products

Confirm website pages in detail

1.     SHOP

2.     LOOK BOOK/COLLECTION PAGE

3.     ABOUT US

4.     CONTACT US

5.     MY ACCOUNT

6.     Help pages

a.    Shipping & Delivery

b.    Returns & Exchanges

c.     Size Guide

d.    Privacy Policy

Optional: STOCKIST

Set up Main Menu Navigation Confirm the Main Menu order, naming and links
Create Footer Bar/Menu with linksSet up as per current webpage or confirm layout with customer
Shop Page

1.     Confirm categories

2.     Confirm Filters such as by color, size

Optional: Quick View

Product Page

1.     How to display the style description comments

2.     How to display the colour 

SWATCH

 

DROP DOWN

  

Other Important Settings 
Shipping CostsConfirm Domestic and International Shipping Rates
Gift CardIf applicable to the Shopify plan
Confirm Payment Gateway Confirm Plugin Cost with customer ie Eway, Stripe, Afterpay, Paypal
Confirm Exchange Rates/Currencies AvailableUse a third party plugin to manage currencies 
Set Up Google Analytics
Confirm Domain DetailsNeed access to DNS settings of the website IP Address 
Optional - Facebook Pixel
Newsletter

Subscription pop-up design

Link to Newsletter App such as Mailchimp

Email Notifications
Order Confirmation

Confirm email layout

*Confirm which internal email addresses will be linked

Shipping Confirmation


Confirm email layout

*Confirm if Indigo8 will be sending the shipping confirmation or third part party website such as Aus POST or Ship-it

Customer Account InviteConfirm email layout
Customer Account WelcomeConfirm email layout
Customer Account Password ResetsConfirm email layout
Testing
Mobile TestingConfirm all pages are correctly formatted

Order Generation

  1. Domestic Order
  2. International Order
  3. Using a discount code 
  4. If applicable: Purchasing Gift Voucher
  5. If applicable: Paypal, Afterpay, Zippay 
Orders flow from Shopify to Indigo8
Enter in 3 styles to the Website UpdaterConfirm prices, description, images are all flowing through when exporting products
Synching of Inventory Ensuring inventory updates appropriately every 30 minutes and everyday at 2am