# Shopify
# Product Management
---
### **Steps:**
1. **Access Products:**
- Log in to Shopify.
- Click *Products* from the left-hand menu.
2. **Add a New Product:**
- Click *Add product*.
- Enter:
- **Title** (product name)
- **Description** (detailed, customer-friendly)
- **Media** (images/videos)
- Set:
- **Price**
- **SKU** (if used)
- **Inventory levels**
- **Shipping details** (tick *This is a physical product* if applicable)
3. **Add Variants (if applicable):**
- Scroll to *Variants*.
- Click *Add variants*.
- Enter options (e.g., size, colour) and individual details for each variant (price, stock).
4. **Organise Products:**
- **Collections**: Assign the product to relevant collections (e.g., Men’s, Sale).
- **Tags**: Add internal tags for better organisation (e.g., Summer, New Arrival).
5. **Edit Existing Products:**
- Click on any product from the product list.
- Update details as needed (price, inventory, images, description).
- Use the *bulk editor* for batch updates:
- Select multiple products.
- Click *Bulk edit*.
- Modify fields like price, stock, or tags in one go.
6. **Archive or Delete Products:**
- **Archive**: Removes product from the storefront but keeps it in your records.
- **Delete**: Permanently removes the product.
---
### **Best Practices:**
- Use **high-quality images** and detailed descriptions to improve conversions.
- Regularly review **inventory levels** to avoid stock issues.
- Keep product titles **clear and descriptive** for SEO.
- Use **collections** to improve website navigation for customers.
# Collections Management
---
### **Steps:**
1. **Access Collections:**
- Log in to Shopify.
- Click *Products* > *Collections*.
2. **Create a New Collection:**
- Click *Create collection*.
- Enter:
- **Title** (e.g., Sale, New Arrivals)
- **Description** (optional – may display on your store)
3. **Choose Collection Type:**
- **Automated Collection**:
- Set conditions (e.g., *Product tag = Sale*).
- Products matching these conditions are automatically added.
- **Manual Collection**:
- Click *Add products* to select items individually.
4. **Set Product Display Order:**
- Options include:
- Alphabetically
- By best-selling
- By newest
- Manual sort (drag and drop)
5. **Edit SEO Settings:**
- Scroll to *Search engine listing preview*.
- Edit **Page title** and **Meta description** for SEO.
6. **Save Collection:**
- Click *Save* in the top right.
---
### **Best Practices:**
- Use **automated collections** for dynamic categories (e.g., Sale, New Arrivals).
- Use **manual collections** for curated selections (e.g., Staff Picks).
- Keep collection **titles descriptive and clear** for both customers and SEO.
- Review collections regularly to ensure they stay relevant.
# Order Management
### **Steps:**
1. **Access Orders:**
- Log in to Shopify.
- Click *Orders* on the left-hand menu.
2. **Review an Order:**
- Click on the order you want to manage.
- Review customer details, items, shipping, and payment status.
- Add internal notes or tags if needed.
3. **Fulfil an Order:**
- Click *Fulfil Items*.
- Enter the tracking number (if applicable) and select the carrier.
- Click *Fulfil Items* to complete and notify the customer.
4. **Partially Fulfil an Order:**
- Select only the items you wish to fulfil.
- Leave the remaining items unfulfilled for later shipment.
5. **Issue a Refund:**
- Click *Refund* at the top of the order page.
- Select items and/or shipping to refund.
- Choose whether to restock returned items.
- Click *Refund* to process.
6. **Create a Draft Order:**
- Click *Drafts* in the Orders section.
- Click *Create Order*.
- Add products, apply discounts (if applicable).
- Send an invoice to the customer or mark as paid.
---
### **Best Practices:**
- Always add tracking information to keep customers informed.
- Use order tags to segment or prioritise orders (e.g., VIP, wholesale).
- Review the *Abandoned Checkouts* section periodically to follow up on lost sales.
# Customer Management
### **Steps:**
1. **Access Customers:**
- Log in to Shopify.
- Click *Customers* from the left-hand menu.
2. **View Customer Profiles:**
- Click on any customer to see:
- **Contact details**
- **Order history**
- **Total spent**
- **Tags**
3. **Edit Customer Details:**
- Inside the customer profile, click *Edit* to update:
- Email
- Phone number
- Address
- Add or remove **tags** (e.g., VIP, Wholesale).
4. **Create Customer Segments:**
- On the main *Customers* page, click *Create segment*.
- Use filters to define criteria (e.g., customers who spent over £100).
- Save and name your segment for future use.
5. **Export Customers:**
- Click *Export* (top right of the Customers page).
- Choose:
- **All customers**
- **Current page**
- **Selected customers**
- **A segment**
---
### **Best Practices:**
- Use **tags and segments** to personalise marketing (e.g., special offers for VIPs).
- Regularly update customer information for accurate records.
- Export customer segments for targeted email campaigns.
- Review **new vs returning customers** in analytics to monitor retention.
# Shipping Methods
### **Steps:**
1. **Access Shipping Settings:**
- Log in to Shopify.
- Click *Settings* (bottom left).
- Select *Shipping and delivery*.
2. **Manage Shipping Profiles:**
- Click on the *General shipping profile* (or create a new profile if needed for specific products).
3. **Edit Shipping Zones:**
- Inside the profile, review the *Shipping from* location.
- Under *Shipping to*, click *Manage rates* for existing zones or *Create shipping zone* to add a new region (e.g., Europe).
4. **Add or Edit Shipping Rates:**
- Inside a zone:
- Click *Add rate*.
- Enter:
- **Rate name** (e.g., Standard Delivery)
- **Price** (e.g., £4.99)
- Optional: Add conditions (e.g., free shipping for orders over £50).
- Options include:
- **Flat rates**
- **Free shipping**
- **Carrier-calculated rates** (requires integration with courier services).
5. **Set Up Local Delivery or Pickup (Optional):**
- Scroll to *Local delivery* or *Local pickup*.
- Click *Add delivery method* and set conditions (e.g., postal codes for delivery).
6. **Save Changes:**
- Click *Save* after making updates.
---
### **Best Practices:**
- Offer **free shipping thresholds** (e.g., free shipping over £50) to boost average order value.
- Use **clear rate names** (e.g., Standard Delivery 2-3 Days) to set expectations.
- Regularly review rates to ensure they reflect current courier costs.
- Test checkout with different locations to confirm shipping rates are applied correctly.
# Discount Codes
### **Steps:**
1. **Access Discounts:**
- Log in to Shopify.
- Click *Discounts* from the left-hand menu.
2. **Create a Discount:**
- Click *Create discount* > *Discount code*.
- Enter a custom code (e.g., SUMMER20) or click *Generate code*.
3. **Select Discount Type:**
- **Percentage** (e.g., 10% off)
- **Fixed amount** (e.g., £5 off)
- **Free shipping**
- **Buy X get Y** (e.g., buy 2 get 1 free)
4. **Apply Conditions:**
- **Applies to**: All products, specific collections, or products.
- **Minimum requirements**: None, minimum spend, or quantity.
- **Customer eligibility**: Everyone, specific groups, or customers.
5. **Set Usage Limits (Optional):**
- Limit total uses across all customers.
- Limit to one use per customer.
6. **Set Active Dates:**
- Choose start date/time.
- (Optional) Set an end date/time.
7. **Save Discount:**
- Click *Save discount* in the top right.
---
### **Best Practices:**
- Use **clear, easy-to-remember codes** for manual entry (e.g., WELCOME10).
- Set **expiry dates** for urgency on limited-time promotions.
- Combine **minimum spend** with free shipping to increase average order value.
- Review **discount usage reports** to track performance.
# Analytics
### **Steps:**
1. **Access Analytics:**
- Log in to Shopify.
- Click *Analytics* from the left-hand menu.
2. **Use the Overview Dashboard:**
- Review key metrics:
- **Total sales**
- **Online store sessions**
- **Conversion rate**
- **Average order value**
- **Top products** and **traffic sources**
- Adjust the date range (top right) for specific periods.
3. **Access Detailed Reports:**
- Click *View reports* under the overview section.
- Key reports:
- **Sales by product**
- **Sales by channel**
- **Sessions over time**
- **Customer behaviour** (new vs returning)
4. **Use Live View (Optional):**
- Click *Live View* (top right under Analytics).
- Monitor real-time visitors, sessions, and orders.
5. **Export Reports:**
- Open any report.
- Click *Export* (top right) to download as a CSV.
---
### **Best Practices:**
- Review analytics **weekly or monthly** to spot trends.
- Focus on:
- **Conversion rate** (how well traffic turns into sales).
- **Average order value** (look for ways to increase this).
- **Traffic sources** (identify top-performing channels).
- Use **customer reports** to understand retention and repeat purchase behaviour.
- Integrate **Google Analytics** for deeper insights on traffic and user behaviour.