Quick start guide

Let's get you started with the basics. Prepare your platform and launch your first store.

Essential steps to setting up your platform

Walk thru these steps and familiarize yourself with system and store settings. We've created this sequence to help you get around the platform quicker, however feel free to jump around and configure your platform as you feel necessary.

1.

Update your organization credentials.

Dashboard > Settings > Organization name & logo

+ Business essentials

+ Business bio

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2.

Invite system users to help you manage your platform.

Dashboard > Settings > Team members & permissions

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3.

Localize your platform and language settings.

Dashboard > Settings > Language Editor

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4.

Re-brand the default Private Store with your logo etc...

Dashboard > Sales Channels > Private Stores >


Click on "Default Private Store" to edit settings for this store

> Store Theme & logo

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5.
Create user groups before sending invites out to Store Users.

Dashboard > Sales Channels > Private Stores >

Click on "Default Private Store" to edit settings for this store

> User Groups

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6.
Invite your preferred suppliers before creating products.

Dashboard > Suppliers > Invite Supplier

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7.
Organize store categories before creating products.

Dashboard > Sales Channels > Private Stores >

Click on "Default Private Store" to edit settings for this store

> Store categories


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8.
Create user CRM form before creating variable data templates

Dashboard > Sales Channels > Private Stores >

Click on "Default Private Store" to edit settings for this store

> User CRM Form


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9.
Create smart forms before creating variable data templates

Dashboard > Sales Channels > Private Stores >

Click on "Default Private Store" to edit settings for this store

> Smart Forms


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10.
Upload fonts before creating templates

Dashboard > Sales Channels > Private Stores >

Click on "Default Private Store" to edit settings for this store

> Fonts


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11.
Set color palette before creating templates

Dashboard > Sales Channels > Private Stores >

Click on "Default Private Store" to edit settings for this store

> Spot Colors & Swatches


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12.
Create shipping options

Dashboard > Sales Channels > Private Stores >

Click on "Default Private Store" to edit settings for this store

> Shipping


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13.
Create refining options

Dashboard > Sales Channels > Private Stores >

Click on "Default Private Store" to edit settings for this store

> Refining Options


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14.
Set checkout policy

Dashboard > Sales Channels > Private Stores >

Click on "Default Private Store" to edit settings for this store

> Store Users


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15.
Set alerts & supplier notifications

Dashboard > Sales Channels > Private Stores >

Click on "Default Private Store" to edit settings for this store

> Workflow & Email Alerts


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16.
Setup your payment gateway - STRIPE

Dashboard > Settings > Stripe


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17.
Setup your accounts Integration - QuickBooks

Dashboard > Settings > QuickBooks


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18.
Integrate with MailChimp for email marketing

Dashboard > Settings > MailChimp


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19.
Integrate with Bitrix24 CRM to create landing pages

Dashboard > Settings > Bitrix24


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20.
Save your digital assets on your Google Drive

Dashboard > Settings > Google Drive


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21.
Create products & templates

Dashboard > Sales Channels > Select Store


> Products...

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22.
Invite your store users to place orders or download files.

Dashboard > Sales Channels > Private Stores >

Click on "Default Private Store" to edit settings for this store

> Store Users

Open Chapter | Play Video

23.
Invite your store approvers.

Dashboard > Sales Channels > Private Stores >

Click on "Default Private Store" to edit settings for this store

> Store Users

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24.
Choose your platform plan

Available only to the principal license holder.

Choose a plan that matches your immediate business goals. You can change your plan at anytime.

Dashboard > Settings > Plan

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