Shopify is an e-commerce platform that allows businesses to create and manage their online stores. The platform offers a wide range of features and tools that make it easy for businesses of all sizes to sell their products online.
One of the key benefits of using Shopify is that it provides businesses with a fully-hosted, cloud-based solution. This means that businesses don’t have to worry about managing servers or technical infrastructure, as everything is taken care of by Shopify.
Another major advantage of Shopify is its ease of use. The platform is designed to be user-friendly, with intuitive interfaces that make it easy for even non-technical users to set up and manage their stores. Additionally, Shopify offers a wide range of customizable themes and templates, as well as a drag-and-drop website builder, making it easy to create a store that fits your brand.
One of the standout features of Shopify is its app store, which offers a vast range of plugins and integrations that can be used to enhance and extend the functionality of your store. This includes tools for marketing, SEO, shipping, payment processing, and much more.
Checklist
Shopify Setup and Store Management:
| Task | Steps |
| Sign up for Shopify | Go to Shopify.com and click “Start free trial.” Follow the prompts to set up your account. |
| Set up your store | Customize your store’s theme, add products, set up payment and shipping options, and configure your store’s settings. |
| Add products | Click “Products” in the Shopify dashboard, then click “Add product.” Enter the product’s name, description, price, and any other relevant information. |
| Set up payment options | Go to “Settings” > “Payment providers” and select your payment method. |
| Set up shipping options | Go to “Settings” > “Shipping and delivery” and select your shipping options. |
| Customize your store’s theme | Go to “Online store” > “Themes” and select your theme. Click “Customize” to edit your theme. |
| Manage your store’s orders | Go to “Orders” in the Shopify dashboard to view and manage your store’s orders. |
| Install apps | Go to “Apps” in the Shopify dashboard to browse and install apps that add additional functionality to your store. |
Shopify Marketing and Sales:
| Task | Steps |
| Create a marketing plan | Determine your target audience, create a budget, and decide which marketing channels to use (e.g. social media, email, advertising). |
| Use social media | Create social media accounts for your store and share your products with your followers. Consider using social media ads to reach a wider audience. |
| Email marketing | Use an email marketing tool like Mailchimp to send newsletters and promotional emails to your subscribers. |
| Advertising | Use platforms like Google Ads, Facebook Ads, and Instagram Ads to promote your store to a wider audience. |
| Offer discounts and promotions | Create discount codes or bundle deals to incentivize customers to make a purchase. |
| Use abandoned cart recovery | Enable abandoned cart recovery in Shopify to send automated emails to customers who leave items in their cart without completing their purchase. |
Shopify Analytics and Reports:
| Task | Steps |
| Monitor your store’s analytics | Go to “Analytics” in the Shopify dashboard to view your store’s analytics, including sales data, traffic sources, and customer behavior. |
| Set up Google Analytics | Go to “Online store” > “Preferences” and enter your Google Analytics tracking ID. |
| Create custom reports | Use Shopify’s report builder to create custom reports that show specific data, such as product sales or customer behavior. |
| Use apps for analytics | Install analytics apps like Google Analytics by Littledata or ReConvert Post Purchase Upsell to gain deeper insights into your store’s performance. |
Shopify Customer Support and Service:
| Task | Steps |
| Set up customer support channels | Set up a customer support email address, phone number, and chatbot to provide support to your customers. |
| Respond to customer inquiries | Respond to customer inquiries promptly and professionally, providing helpful and informative responses. |
| Offer refunds and returns | Have a clear refund and return policy and process, and handle refunds and returns promptly and efficiently. |
| Use customer feedback to improve your store | Collect customer feedback through surveys and reviews, and use it to improve your store’s products and customer service. |
| Use apps for customer service | Install customer service apps like Gorgias or Reamaze to manage customer support more efficiently. |
Cheat Sheet
Liquid
| Command | Description |
| {% comment %} … {% endcomment %} | Comment out code |
| {% raw %} … {% endraw %} | Output raw code |
| {% if condition %} … {% endif %} | Execute code if condition is true |
| {% unless condition %} … {% endunless %} | Execute code if condition is false |
| {% case condition %} … {% endcase %} | Execute code based on a condition |
| {% cycle a, b %} | Cycles through a and b |
| {% for item in collection %} … {% endfor %} | Loops through a collection |
| {% tablerow item in collection %} … {% endtablerow %} | Loops through a collection in table format |
| {% assign variable = value %} | Assign a value to a variable |
| {% increment variable %} | Increment a variable |
| {% decrement variable %} | Decrement a variable |
| {% capture variable %} … {% endcapture %} | Capture the output of code |
| {% include ‘template’ %} | Include a template file |
Operators
| Operator | Description |
| == | Equality |
| != | Inequality |
| > | Greater than |
| < | Less than |
| >= | Greater than or equal to |
| <= | Less than or equal to |
| or | Logical OR |
| and | Logical AND |
| contains | Check if a value is in a collection |
Images
| Size | Dimensions |
| 16×16 | pico |
| 32×32 | icon |
| 50×50 | thumb |
| 100×100 | small |
| 160×160 | compact |
| 240×240 | medium |
| 480×480 | large |
| 600×600 | grande |
| 1024×1024 | 1024×1024 |
| 2048×2048 | 2048×2048 |
| master | largest image (2048x) |
Misc
| Command | Description |
| Two types of liquid tags | Output and tag |
| page_description | Meta description |
| page_title | Meta title |
| if variable is blank/empty/null | {% if variable == blank %} |
| Search only products | {% for product in search.results.products %} |
| layout | Sets the template layout |
| current_tags | Returns an array of the current tags |
| What is a handle? | A unique identifier for an object |
Theme Settings
| Setting | Type |
| Text field | Text |
| Multiline text field | Textarea |
| Select menus | Select |
| Checkboxes | Checkbox |
| File Uploads | File |
| CSS/Specialty Classes | Text |
| Shopify credit | Boolean |
Loop Helpers
| Helper | Description |
| forloop.length | Length of the loop |
| forloop.index | Current index (starting at 1) |
| forloop.index0 | Current index (starting at 0) |
| forloop.rindex | Reverse index |
| forloop.rindex0 | Reverse index (starting at 0) |
| forloop.first | True if this is the first iteration |
| forloop.last | True if this is the last iteration |
| Syntax | Description |
| paginate.page_size | Number of items to show per page |
| paginate.current_page | Number of the current page |
| paginate.current_offset | Number of the current item offset |
| paginate.pages | Total number of pages |
| paginate.items | Total number of items |
| paginate.previous | Previous page object (useful for links) |
| paginate.previous.title | Title of the previous page object |
| paginate.previous.url | URL of the previous page object |
| paginate.next | Next page object (useful for links) |
| paginate.next.title | Title of the next page object |
| paginate.next.url | URL of the next page object |
| paginate.parts | Array of page objects |
| part.is_link | Boolean indicating whether the part is a link or not |
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