Setup Guide Checklist
If you're new to Commerce7, you'll see a Setup Guide in the Admin panel. The Setup Guide will take you through the tasks required to get you up and running on the system. Take a look at the below for further details.
New to the Setup Guide?
START HERE: Accessing & Working with the Setup Guide
- Getting Started Section
- Collecting Payment Section
- Setting up your Store Section
- Creating Wine Clubs Section
- POS Section (Optional)
- Reservations Section (Optional)
- Data Migration Section (Optional)
- Start Selling Section
- Adding Optional Setup Guide Checklists specifically for POS, Reservations & Data Migration
- Add These Valuable Features: Cart Carrots & Personalizations
- Additional Resources: Some things to try!
- Go Live and Enable Emails Button (PLEASE READ)
START HERE: Accessing and Working with the Setup Guide
Accessing the Setup Guide
Until you are launched, you can always find your Setup Guide on your Dashboard or in the upper right corner of the Admin Panel.
Working with the Setup Guide
Check off the items in the each section as you complete them.
Going Live
Once they are all checked off, you will be able to click the Go Live and Enable Emails button. IMPORTANT: BEFORE CLICKING THE GO LIVE BUTTON, PLEASE READ THIS.
Let's Look at each of the Sections in Detail
Each section focuses on specific relevant tasks.
1. Getting Started Section
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- Update general settings
Review your basic settings and upload your logo. You will want to leave the Website URL until your new website is ready to go. Click here to learn about the General Settings screen.
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- Create accounts for your team
Create unique logins for each team member - and define their roles. Click here to learn how to add staff Accounts.
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2. Collecting Payment Section
- Set up payment provider account
Fill out your business and banking information so that you can take payments for Orders. Click here and choose your region to get started.
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- Test a Transaction
Test a transaction and get familiar with the workflow. Learn how here.
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- Order Payment Devices
Our team will assist you with ordering payment devices to collect payments in the POS . Choose your region and preferred device(s) from the link in this article.
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Advanced ⭐️
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3. Setting Up Your Store Section
- Add or Review Products
Review migrated products or manually add products with images, pricing, inventory and as much detail as you want to appear in Commerce7. Learn all about Products here.
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- Group Products into Collections
Create Collections by how you want to categorize products on your website or the point of sale. They can also be used to include/exclude products from promotions/coupons. Learn how to set up Collections here.
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- Configure Shipping Rates & Zones
Add Shipping Zones, Methods and Rates. Consider implementing Flat Rate Shipping. Learn about setting up shipping rates here.
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- Configure your Fulfillment Method
Learn about fulfillment options and connect your fulfillment method. Learn about configuring your Fulfillment Method here.
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- Create Store Promotions
Create coupons for discounts that are applied with a code or create a promotion that will automatically discount products or shipping based on specific criteria. Learn all about Promotions, Coupons & Promotion Sets here.
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- Review your Locations
Review your default inventory location and optionally create additional locations for pickup location, inventory, etc. Learn how to set up your Locations here.
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- Configure Transaction Emails
Review and edit the transaction emails sent to your customers for orders, club signups, etc. Learn about the triggers and how to edit the transaction emails here.
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Advanced ⭐️
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4. Creating Wine Clubs Section
- Create Clubs
Create wine clubs for each level of membership that you offer. Set up Traditional or Subscription clubs based on how you want each to run and the features available for your members. Learn how to set up the Clubs that are right for you here.
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- Create Club Promotions
Create promotions to automatically give discounts to club members orders. If multiple promotions need to apply (i.e. Product and Shipping discount) create a Promotion Set. Learn all about Promotions, Coupons and Promotion Sets here.
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The POS Section (Optional Checklist)
- Get Started with Commerce7 POS
Watch our POS training videos for an introduction to Commerce7 POS functionality. Watch the video series here.
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- Configure POS Profile Settings
Control whether you prompt for tips, where inventory pulls from, and which Collections will display on the POS. Learn how here.
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- Connect and Test Payment Devices
Configure and connect your payment devices. Test a transaction and define your workflows. Learn how here.
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Advanced ⭐️
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The Reservations Section (Optional Checklist)
- Get Started with Commerce7 Reservations
Learn about Commerce7 Reservations functionality here.
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- Add Locations
Add a location for each area where reservations take place. Learn more here.
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- Add Reservation Experiences
Add "Reservation Experiences" for each experience that you offer such as tastings and tours; add availability and group limits. Learn how here.
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- Add Staff Members
Add each person who can be assigned to an incoming reservation along with their working hours. Learn more here.
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- Add Property Map
Create and add an optional property map to manage daily reservations. Learn more here.
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Advanced ⭐️
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The Migrating Data Section (Optional)
- Choose and Contact a Data Migration Partner
Work with a data partner to migrate any of your existing information to Commerce7. Learn how here.
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- Meet with Data Migration Partner
Review scope of work and determine what data will be migrated and the schedule for when you can expect to see data in your Commerce7 account. Learn more here.
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- Complete Credit Card Migration from your Current Provider
Credit card migration takes place as part of your data migration. Our team will plan this with you and your Data Migration Partner. If you do not have credit cards to migrate, skip this step. Learn how here.
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- Review Migrated Data
Spot check your products, customers, order history, club memberships, and credit card tokens to ensure data have been migrated accurately from your previous software. Learn more here.
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5. Start Selling Section
- Double Check Inventory Counts
Make sure that inventory is completely up-to-date by either manually changing or having the inventory migrated through your Data Migration Partner. Learn about Inventory and Inventory Locations here.
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- Test Workflows
Ensure that funds are going through your payment gateway. Ensure orders are working correctly on your website, POS, and in the admin panel. To see a list of what should be tested, click here.
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- Authorize Commerce7 as Sender of Emails
In order for your customer emails to not be marked as spam, an SPF record must be set up for your domain name. Send your web designer the instructions in the link. Learn how here.
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- Update your Website URL
Once your website is live and ready to go, you will need to update your URL in Commerce7 so that the email call to action buttons are directed to your URL. Learn how here.
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- Schedule a Pre-Launch call with Commerce7
Reach out to your Onboarding Specialist to book a pre-launch call or submit a request to support@commerce7.com.
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Adding Optional Setup Guide Checklists specifically for POS, Reservations & Data Migration
Add These Valuable Features! Cart Carrots & Personalizations
Cart Carrots & Personalizations
Upsell Online with Cart Carrots
Incentivize your Customers to add more to their Cart while they are shopping on your site. Learn all about Cart Carrots here.
Personalize your Website
Provide your Customers with personalized experiences based on their unique relationship with your brand. Learn all about Personalizations here.
Additional Resources to Consider - Try them!
Apps & Integrations: Take a look at our wide range of apps and integrations to find the perfect fit for your business needs. Explore the options available and discover what works best for you.
Email Campaigns: Take advantage of Commerce7's built-in Campaigns tool, which seamlessly integrates all analytics back into the CRM.
ShipCompliant: Do you have a ShipCompliant account? Leverage Commerce7's ShipCompliant integration to check compliance, assess real-time taxes, update fulfillment statuses, and more.
Meta Data: Capture additional data for various elements in Commerce7, including Orders, Customers, Customer Addresses, Products, Reservations, Reservation Experiences and Club Memberships.
Invite your Customers to your new site with a Welcome Campaign: Utilize Commerce7's Campaigns tool to inform your valued Customers about your exciting new website.
Go Live & Enable Emails Button
Important: When you have completed all tasks in your Setup Guide, you will see a blue 'Go Live' Button. When you are ready, click the Go Live/Enable Emails button. (Up until this point, Transaction Emails have been disabled for the exception of Password Reset and Magic Link). Once you click that button, any actions that trigger a Transaction Email will be sent.
Be sure to coordinate with your Designer/Developer on a Go Live launch date/time. You will want to be sure that all design/development is complete before going live.
