Having an online presence matters more than ever for businesses that want to reach customers beyond their local area. The Online Store feature in the CRM lets you trade globally, around the clock, reaching customers wherever they are.
You can create a store in three main ways: directly from the Stores tab, turning a website into a store, or by adding a store element to a website. This guide walks you through setting up and managing an online store from the easiest to hardest method, with step-by-step instructions along the way.
From A Website
Adding A Store Element
Inside the website builder, look for the "+" icon to access the Add Elements section. Add any store element to your page.
Select the section you want to maintain (1), set the pop-up and settings importing (2), and typography settings (3). Then, once ready, click Add Store (4).
This will automatically create all other pages needed for an online store while maintaining your website's style.
Adding An Online Store
Inside the website builder, click the plus sign icon to open the Add Element menu. Find and click on the Store option, then click +Add to site. This will enable your site's e-commerce features, allowing you to sell both physical and digital products.
Wait for a few seconds as your store loads.
It automatically generates the essential store pages:
- Products List
- Product Details
- Cart
- Checkout
- Thank You Page
From Stores
You can start your store directly in the Store tab inside the Sites section by clicking "+ New Store" at the top right corner.
Choose either a blank canvas or a template to customise your e-commerce site, then click Create.
Using a template gets you started with a prebuilt store, while "from blank" suits advanced users who want full customisation.
Managing Products
To add your products, click the Product List element, then Manage Products. This will take you to the Products tab inside the Payments section.
Here, you can add new products or manage existing ones.
When creating a new product, toggle on Include in online store to automatically include them in your website store. Make sure you include detailed descriptions, pricing, and any variants.
When Include in the online store is toggled on, it automatically enables Search Engine Listing. Fill out the required fields to ensure your products show up in search engines.
Click on Save to continue.
Back in the website builder, in the General settings, you can customise your product list element by adjusting the font options, colour options, layout options, etc.
Within the layout options section, you can set the number of products, which is restricted to a minimum of 3 and a maximum of 24, and the columns they are displayed in.
Finalizing Your Store
Once you've added and customised your products, navigate through the store pages, such as Product Details, Cart, Checkout, and "Thank You" pages, to ensure everything is set up correctly.
Make any necessary adjustments to these pages to give your customers a smooth shopping experience. Once you're happy, click Save to keep your changes and Publish to make them live.
Managing Orders and Payments
Go to the Orders tab inside the Payments section to monitor all orders and process refunds if needed, keeping things running smoothly for your customers.
Fulfill Orders and Share Shipment Details
Once an order is placed, mark it as fulfilled, and share shipment details with your customer, including:
- Tracking Number
- Shipping Provider
- Tracking URL
Follow these steps and you'll have a fully functioning online store up and running. Whether you're just getting started or looking to grow, the Online Store feature gives you everything you need.
Troubleshooting and FAQs
Q: How do I import products from another platform?
A: You can import products directly if you're using Stripe by navigating to the "Products" section and selecting the import option.
Q: My changes aren't saving. What should I do?
A: Make sure you're hitting the "Save" button after making changes. If the problem persists, clear your browser cache or try a different browser.
Q: How do I process a refund?
A: Refunds can be handled directly in the CRM by navigating to Payments > Transactions. Simply select the transaction in question and process the refund.
Q: Can I sell digital products through the online store?
A: Yes. The store supports both physical and digital products. For digital products, make sure to provide download instructions or access details in the product description or follow-up emails.