Shopify Weekly Update – Nov 7

Posted on 08. Nov, 2017 in About Shopify, Shopify Plus

Hey, guys. I had a super exciting update this week. I had a chance to test out Launchpad for Shopify Plus. This app is super powerful and it’s extremely easy to use. I’m going to hop over to the demo now and walk you through it.

Okay. So, Launchpad. Launchpad was announced at Unite this year. They’re doing a re-launch of it. They’re launching the Launchpad. Anyways, I’m going to show you how it all works. What I’ve got set up is I have my store set up here, my sunny days, [00:00:30] what sunshine is to flowers, smiles are to humanity, got some quotes, got a nice image here, but I want a flash sale to come up and we’re going to sell some umbrellas. We’re going to do a one-minute flash sale, so I’m going to just walk you through how we set that up.

So, after I’ve installed the app, Launchpad, we can then go and set up the details of it. Now, one thing I should mention, Launchpad is specifically only set up for Shopify Plus clients, not for Shopify Core. It’s not available for Shopify Core yet, it’s more for those merchants [00:01:00] who have huge followings and they really need to be able to time everything out so they don’t have a huge staff behind them to launch these events.

So, let’s go into Launchpad and once we get in there, we can start creating a new event. So, I’m going to create a new event and this is going to be my flash sale. So, flash, oops sorry, flash sale and I need a time for it to start. So, I now am going to set this [00:01:30] up to go in about 10 minutes, so we’re going to set it for November 7, and we’re going to set it for 2:00, actually yeah, so, it’s eastern time, so we’re going to set this for 1:55 p.m. We’re going to publish the product on all sales channels, so we’re going to actually use the Malbec umbrella here. We’re going to apply a discount to that product. So, because it’s a flash sale, we want to make [00:02:00] sure that there’s some incentive for people to purchase, so I’m going to hit the Malbec umbrella and I’m going to give it a 20% discount when people buy it. Most importantly, I need to set an end date. I want to take down the flash sale after one minute. So, I originally set it for 1:55, I’m now going to set it for 1:56, so that it comes down when we’re done and I’m going to save it.

So, that sets up our flash sale. Now, there’s a couple other really cool features that you can [00:02:30] use with Launchpad. First off is enabled theme switching. So, I have set up two themes, so I have the first theme which is called flash sale, which has got some unique graphics in it and it’s got a call to action that really drives people to that product, and then I have another one which is my active theme, which it’s going to go back to after the event is over.

Now, I don’t have any scripts set up, nor do I have any shopping scripts or any shipping scripts, but you can also set those up if [00:03:00] they’re important when you’re going to do your Launchpad event and then the other thing I want to do is I want to enable bot protection so that we don’t have any bots buying products during our event. Now, it really depends on whether you feel like the CAPTCHA is going to inhibit people from purchasing out, but I do recommend putting in a CAPTCHA so that you don’t have any fraudulent purchases during that time. We’re going to also enable the password page. We’re going to set it up for five minutes before, [00:03:30] just to drive some excitement. So, I’m going to go ahead and save that. Oh, I’m going to have to move our event back a little bit. I’m going to move it back two minutes, there we go. I’m going to save that because we need to have enough time for our event to be scheduled.

So, it’s going to start in two minutes, it’s going to start. We have our flash sale here. So what I’m [00:04:00] going to do, is I’ll do a little bit of time traveling for you. We will refresh the page when it’s now gone live and you can see exactly what happens.

Okay. We have five seconds left until our sale happens, so we’re going to now refresh our homepage. We can see it’s now setup to password page in order to create some excitement for the flash sale start. This is going to sit here for five minutes and then in five minutes we’re going to refresh the page [00:04:30] again and we are going to see our flash sale start.

Okay, so our event is going to start in one minute. Now, if you go on to the app before the sale starts, you can see there’s a really tiny dashboard that’s going to be coming available. So, the event is starting, it’s going to be preparing it to start one minute before it actually goes up. It’s going to give you a countdown timer telling you how long things are going to be. Your online store, it gives you a notification telling you that it’s locked and ready to get [00:05:00] going. We have about 30 seconds to go and then the flash sale will now be live and we can see the status down below. So, it’s preparing all the stuff that’s being required, if we’re going to need more servers, all that sort of stuff is being prepared so that the flash sale is going to have absolutely everything you need in order to make sure that it goes off without a hitch.

And our flash sale is now live. We can see that it’s active, so go over to our store and refresh our store. We can [00:05:30] see what’s happened. It’s now put up our flash sale. It’s put up our theme that we’re using specifically for this. We can actually close this preview here, because we can see the live one going on. If I hit buy now, it will take me to the Commander umbrella. We can see that the discount has been applied to this specific item and then I can go and hit add to cart to check out. If I have a look at the flash sale, there is a real-time dashboard that I can watch all of the [00:06:00] people who have come to a site, how many have checked out, I can see there’s only one visitor, because it’s just me going through there, but then I can now go to the checkout page and it will show you live what is exactly happening with your sale, so you can track the process and make adjustments as you go.

Once we get through to the final part of it, the real-time dashboard will update and it will tell us when our event is finished. So, we have just finished our one-minute event. It has now shut down our event. [00:06:30] I can finish my checkout and continue it, but if I go back to our homepage, we can see our flash sale is now finished and it’s reverted it back to the way it was before. So, super, great way to launch specific flash sales, it’s also a really great way to launch just theme updates on a very low period of time. You don’t have to stay up until midnight and we can also see too, that the discount has now expired as well. So, if I didn’t get a chance [00:07:00] to checkout, I now have to pay the regular price.

Again, that’s a basic run through of what’s going on with Launchpad. Super, super powerful. Simply go to the app store and install it if you’re on Shopify Plus. If you need any help learning how to use it, please contact us, we would love to walk you through it, love to get you onboard and show you how you can really leverage this app in order to make the most successful flash sales that you can possibly think of as well as launch new themes and everything.

Couple other update that you should know about. [00:07:30] Shopify now is seamlessly integrating with Ebay. Simply install the Ebay app on your Shopify store and you can publish all your products directly to Ebay hitting 171 million users instantly. As the holiday season heats up, there’s a growing consumer practice known as showrooming, when a customer visits a store and then checks out online. This can be challenging for many retailers, because they don’t see the benefit of having a physical store. Shopify is launching buy online inside of Shopify POS [00:08:00] to help with this situation. Now, customers can try on their products in store, and then you can send them a link to purchase it directly to their email and they can choose their own payment and shipping options from the comfort of their own home.

That’s it for this week. Please remember to like and subscribe to this video and I’ll see you next week.

Update to Shopify Plus Checkout

Posted on 22. Sep, 2017 in About Shopify, Advanced Tricks, Shopify Plus

What’s up guys, I have a little update for the Plus clients. Shopify is rolling out a new version of the checkout, so any of your custom check-out scripts will need to be tested before the changes roll live on October 20th. I’m gonna quickly run through all the changes now so you know what to expect. So let’s just jump into it.

So the first thing is when you log in to your Plus dashboard you’re gonna see this learn more here, this is exactly what we’re talking about, these are the changes that are coming out for the Shopify checkout [00:00:30] when you upgrade your account. Now to preview the upgrade you can preview checkout, and then you pick the theme that you want to check it out as. So what we’re gonna do is duplicate your theme, run it through the checkout, and then try the checkout once it’s been tested, everything works, then we can hit upgrade checkout.

So let me go through a couple of the changes that are gonna be coming out. The first is Google Autocomplete, this uses the Google Autocomplete in order to speed up the checkout process. This feature comes out of the box with this checkout version, [00:01:00] so there’s no need to set it up to make this work. If you’re already an existing Google Autocomplete integration, then you can potentially have a conflict between the two behaviors, so we recommend disabling the custom integration in favor of the new checkout version.

The second is checkout with phone. Checkout with phone has been coming for a few months now. Now what this allows you to do is it allows you to put in your phone a number, verses putting it in an email when you’re checking out. It also changes the field to be a dual field, so if you put in an email [00:01:30] address and you put in a phone number, what it’s going to do is it’s going to auto-sense what’s the two that you put in, if it’s gonna be a phone number, then it’s gonna show you a flag, which shows you which country it’s coming from.

The next thing is there’s a bunch of things on the notification subscriptions. This gets a little technical, but it’s basically tied in with the checkout with the phone. It’s so that you can have, if you have notifications for people when they checkout with their phone, versus when they checkout with their email. But if you might want different stories [00:02:00] that go along with those. Small map on the thank you page has now been moved to the map box, it’s now Google Maps, so now it’s full Google Map integration with all our Shopify stuff.

The order page status, there has been a small change where you’re now gonna get a thank you page versus getting a text message just to improve the process. Couple other things, Shopify Pay is now going to work with all customer accounts, and there is now going to be a, there used [00:02:30] to be a SMS message that was first sent when a customer opts-in to Shopify Pay. But that’s been removed, and in favor of putting a thank you page up to confirm the opt-in. So no text message gets sent now.

The last thing is for taxes that are being loaded from an external service, so if you’re using a tax service that is going to bring you the external stuff or the external rates in, then there’s going to be a loading animation, which is gonna show you before the page loads, just in order so that they have time to go and put that information in.

[00:03:00] And that’s pretty much it for the upgrade checkout. If there’s any, if you have any questions you can contact your project lead, or if you want anything else you can leave a comment down below and we’d be happy to answer them. Hope you’re having yourself a great week.

Do more with Less, Shopify launches Flow

Posted on 20. Sep, 2017 in Advanced Tricks, Shopify Plus, Uncategorized

What’s up, guys? I’m super excited to tell you about a new feature that Shopify has just launched for its Plus merchants. It’s called Flow. Now as most of you know, I’m a big fan of Zapier. I typically refer to it as my secret weapon. Connect anything with anything and create complex procedures with a simple interface. Well, Shopify has just launched a new app called Flow, and this app is amazing. It basically is an e-commerce automation platform that lets you easily automate tasks so you can delight your customers. Flow helps you increase operational efficiency and gives you the ability to [inaudible 00:00:33] with new business opportunities. With Flow, you can focus on what matters most, growing your business faster. So I have a little bit of a demo, so let’s check it out.

Okay. So once you’ve gone to the app store and you’ve installed Shopify Flow and you go to your apps on the left hand side, you’ll see it shows up in your list of installed apps. Then what you want to do is you want to go actually into Shopify Flow. Now once you get into Shopify Flow it’s going to give you this splash page to tell you to create a workflow. Now, workflows are basically flowcharts that walk you through how a process is automated. So, if we go “create workflow,” what it’s going to do is it’s going to take us over to a page which looks like a flowchart. So here we go.

So now we’re in the Flow app. Now, a couple things to note. Your flow takes place here. On the top left hand corner, you have the name of the flow, you’ll be able to save it as a friendly name once we save it. We’re going to do that right now actually, so let’s go and save it, and we’re going to give it a title. So this is going to be … We’re actually going to do a fraud detection flow as our example. Fraud detection. So we’ll save that, and we’re going to start off by adding a trigger. Now a trigger is when an event occurs on the website, so if we hit add trigger, you can see on the right hand side here we get a number of triggers that are offered by Shopify. So we have customers created, we have inventory change, order created, order paid, those kind of things.

What we want to do is we want to go order risk analyzed, so when you go order risk analyzed, so when the order has come through, it’s gone through the whole payment process, Shopify will run that order through a risk analyzer, and that analyzer will come back with three variables. It’s either a low, a medium, or a high. So what we can do is we can add separate conditions based on what Shopify brings back. So first the select condition that we want, what we want to do is we want to go in here and we want to find risk level. So if we click on the risk level, now there are multiple if statements that you can put in here, there’s alerts, there’s a billing address, if it matches a certain piece, you can go in and play with these and figure out exactly which ones work the best for you, but I’m going to use risk level because it keeps it simple for the sake of this demo.
And then what I’m going to do is I’m going to say if it’s equal to or not equal to, I’m going to say if it’s equal to, and then I get another drop down, low, medium or high. So, in my business, if I have any risk analyzed that come through as low, I’m pretty much just going to process them, so I can skip over low. Where I run into some problems is when they’re in the medium to high. When they’re in the medium to high, I want to check to make sure that this customer is a real customer, so typically what I would do is I would go and send them an email, so if a medium order comes through, so we can see how the flowchart is going here. So start when the order risk is analyzed. If the order risk equals medium, then yes, then we’re going to add an action, so that action that we’re going to do, we can do a number of things.

Inside Shopify we can add tags, we can update order notes, we can archive the order, we could cancel the order, which we’ll get to in a moment, or we can do external things. We can send emails, send a Slack message or send an HTTP request. For the sake of this demo, I am going to put in an email so that we can see it working. I’m going to go and write an email to myself, and I’m going to say “Medium order received,” and I can also add template variables in there, so if I go add a template variable in here, these are unique variables that come from that order, so if I wanted to, say, put the ID in there, the order number, I could do that so that when I go back into my dashboard, I know where to look it up.

I can also do one other thing which is what I’m going to do here. I’m going to save that, so now when the order risk is analyzed and the risk level equals medium, it’s going to send an email to me telling me that there’s an order that’s been received so I don’t have to watch every single order. So things continually flow through and if they’re all really good it’s no problem. I don’t have to go through each one, but if one hits the medium level, then it goes and sends me an email. Additionally, I want to add another condition, and this is again for the risk level, and I want to add if the risk level is equal to high then I found that most of the time when it’s a high risk level, then it’s pretty accurate, so I actually want to cancel this order, so I’m going to cancel this order. I’m going to restock this item and I’m going to give it the reason of fraud.
Now, we can decide whether we want to send an email to the customer notifying them of the cancellation because sometimes they screw up their billing address or it doesn’t match up. I think this is probably a good idea. We’re going to send them an email notifying that it’s been canceled, so that anybody’s who trying to provide fraud would get the new email and they say “Nope. It doesn’t work on this store, so we’ll move on to another store.”

Once we hit save, we have the workflow saved. Now, here’s the great thing what we can do. With other services like Zapier or If This, Then That, what you have to do is you have to actually go and create orders and you have to run them through the process. The tricky thing is, if you have very small edge cases where it might be difficult to run through them, maybe you don’t want to charge your credit card with a couple thousand dollars in order to make sure that it goes through, what you can do is you can actually hit preview workflow. And what the preview workflow is going to do is it’s going to take all of the values that you have set up in your store, and it’s going to give you options to fill them out. So the first thing it’s going to do is it’s going to take my sample order that I have in my store, and it’s going to give me an ID. That ID, I can change to any ID that I want if I want to test a specific ID, and then I can set my risk level.

So, if I set my risk level to medium, what I can do is I can hit preview workflow and it’s going to go through and it’s going to show me that it triggered the risk analyzer, it’s going to go to the risk level equals medium and it’s going to send an email to [email protected] So if I hit preview, we can actually see what that message looks like. And one of the things that I’ve noticed is that it just has an order number in there, so that’s not very easy to understand, so now [inaudible 00:07:13] and I can change the email. I can actually go and put some more descriptions in here. I can go order number, so like so, and after I preview workflow again, and I put that to medium, I preview the workflow, and then I can go back in and I can preview what it looks like and I can see the update immediately. So you can create pretty complex emails that go up, also Slack messages and web hooks, so if you want to integrate with an external system, you can send off your request via web hook.

And then, if we want to go and preview it for another version, so if we want to do it for risk level high, it gives us the preview result. So it gives us the risk analyzed, and then it gives us the condition. The order risk level is medium, so it skipped over that one, and then it goes order risk high, requirements met. Okay, great. What is the action? And it cancels this order. This order will be canceled and it will give it the tag fraud or the reason fraud. And that’s a pretty quick overview of how Flow works.

So I recommend you go in, give it a try, set up your own unique flows. Once we hit save and I can now enable this and we go back to the dashboard, so I’m going to close this, we can see that the dashboard is now changed and it shows me which flows that I have up. So I can now put in as many flows as I need to put in here. There’s an integrations tab which allows you to integrate other softwares. I’ve got Slack integrated right now. There are more integrations coming. Right now, they’re the only ones that are set up to send messages, but there will be more coming in the coming months.
And that’s a basic overflow of Flow. Yeah, and then if you have any questions beyond that, let me know. I’d be happy to answer them.

Customize the Checkout Page on Shopify Plus

Posted on 23. Aug, 2016 in Development, Shopify Plus, Uncategorized

What’s up guys? Jody here. Today I’m going to go over Shopify Plus’s checkout.liquid. This is the liquid template on how you customize your checkout page. If you have Shopify Regular you’ll notice that all of those checkout situations look a little bit similar, but if you’re a higher level merchant you might want to customize your checkout page so that you get a different user experience. It’s similar across your entire brand. Super powerful features. I’m going to show you how to do that next.

Okay, so you’ve upgraded to Plus, and you want to customize your checkout, and you’re not totally sure how to do it, because when you log into your Shopify dashboard really the only thing you’re seeing that’s different that shows that you’re on Plus versus Shopify Regular is this little logo in the top right-hand corner. I’m going to show you how you do a customized checkout once you’ve gone through the process of upgrading to Plus. The way that this works is it’s like everything else, it’s theme-based. If you go to online store, and then you go to themes. Then you go into your edit HTML/CSS. You’re going to come to your editor.

Now one of the things that’s a little bit tricky for first timers is how do I get to the themed template for the checkout? I don’t see it in this page. Typically, people think they’re going to go to edit template, or look for a template in there and that sort of stuff, but actually where you want to find it is add new layout. When you click add new layout you’ll now have the access to this drop-down menu which allows you to select a checkout layout. Now, because there’s only one type of checkout, you can’t set up multiple ones. What we’re going to do is we’re going to go create layout, and it’s only going to give us this option. Create the layout and then it’s going to generate us out some liquid code.

There’s a couple things in here to keep in mind, and I’m going to go over which each individual one are. The first one is page title, obviously, and content for header. Those are the things that gets pulled from Shopify when building in the checkout page. Same with your checkout [inaudible 00:02:07] suite, and your checkout script, so these are when you click on customize theme and you are under the checkout button at the bottom, here is where these things are being pulled from. This is those built in settings for checkout. Basically it gives you this look and feel. Which is a pretty standardized Shopify layout.

What I’m actually going to do is I’m going to go back to edit HTML. We are going to go and add some quick HTML code in there so you can see how we can start to modify and change out that checkout process. Each one of these little liquid tags that are in the [ulipses 00:02:48], they’re only to be included. You can remove some of them like cont., logo, and order summary and stuff like that. It is recommended that you keep all of them in here, and each one has its own different thing which I will go over in future videos when we start really drilling into Shopify Plus features.

What I’m going to do is, I’m going to show you a quick demo of how to change some of the content on that page. What I’m going to do is I’m going to add a little heading on the right-hand side that says order details on the sidebar. I’m going to go down, and I’m going to find where the sideboard content is [sipped 00:03:20]. I’m going to add in a [div 00:03:21] here. I’m going to give it a nickname H1. I’m going to go order details. Close that off, and close off the div. Then when I save it, and I come back over to my checkout, and I refresh it, because I’m in the active theme what I should see is a rendered version now that I have order details. This kind of customization, and this kind of flexibility when you’re on Plus is super, super powerful. You can create full branded checkout experiences, so that your customers never know that you’ve actually switched over to a Shopify type store. There’s a lot of great things you can do for that.

There’s also checkout scripts which allow you to modify different shipping options and payment options and you can really get granular with that kind of stuff. That’s basically a quick demo of what happens when you’re on Shopify. Shopify Plus that is. Then we can go in and [inaudible 00:04:16] center and modify things around. Thanks guys for watching the video. It was just a little toe dip into the pool of what is Shopify Plus. Remember, if you need any help you can click on the links down below and book a call with me. I’d be happy to walk you through any of the features that you might need to know, or do any custom work for you. Other than that you guys have a great week, and we’ll talk to you next week.