This article provides the most complete Shopify tutorial for Taiwanese e-commerce sellers, allowing e-commerce novices to quickly build a brand official website by following the steps! We provide complete connection steps from product listing, third-party payment access, and logistics, allowing you to get your official website online in just one hour!
一、What is Shopify
Shopify is the world's largest store opening platform, making it easy for everyone to open a store! By paying a monthly fee, you can easily create a brand official website, put products on shelves, design a store website, and even perform back-end operations management.
E-commerce sellers can understand that by renting a business platform from Shopify, they can quickly build an e-store at home without the cost of renting servers and software.
1. Things to note before joining Shopify
There are many store opening platforms on the market now. Why should you choose Shopify as your website building platform? The following is a summary of Shopify’s features and various precautions.
2. Shopify Features
- The operation is intuitive and supports Chinese: The Chinese version of the service will be supported in 2020. Most operations have instruction files, so even if you don’t understand any computer language, you can get started quickly.
- Rich APP ecosystem: There are thousands of APPs on Shopify, which can be installed and subscribed by consumers, so there is no need to worry about unsupported functions.
- Diversified marketing support: With complete SEO technology, various discount codes and other marketing activities can be added
- Various report types are comprehensive: reports on sales, customers, marketing, etc. can all be clearly queried in the reporting system
- Can obtain all customer information (including email, name, phone number, etc.)
3. Understand the differences between plans
Shopify is mainly divided into three plans and a relatively simple lite version. Here we will mainly compare the Basic and above versions. The main differences are the transaction fees Shopify takes from each transaction, and the data reports that can be provided.
Features | Basic | Shopify | Advanced |
---|---|---|---|
Monthly fee | $19 | $79 | $299 |
Transaction Fees | 2% | 1% | 0.5% |
Number of employees | 2 | 5 | 15 |
Data Reporting | Basic | Standard | Full/Advanced |
Duties and Import Taxes | - | - | Estimate and collect duties and import taxes at checkout |
The biggest difference is the content difference of data report. There are no reports on order sales, sales, profits, and customers in the Basic plan, so sellers who want to use data to improve sales need to upgrade to a higher plan to obtain more detailed data.
It is recommended that novice Shopify sellers choose the Basic plan first. Later, they can upgrade according to their own needs, or purchase related APPs to assist their sales.
4. Shopify fee calculation
Shopify store opening costs can be divided into the following items:
- Monthly store opening fee: different according to the selected plan
- Transaction fee: between 0.5% and 2% per transaction
- Paid theme fee: It is a one-time buyout, and sellers can also choose to use "free themes"
- Shopify App subscription fee: You need to pay for it. The fee for each function is different. It is usually a monthly subscription system.
- Other third-party payment and logistics fees: including third-party payment, logistics, warehousing, electronic invoice annual fees, and setup fees. Some manufacturers will also charge part of the transaction fee, and the fees are determined by different manufacturers.
5. Who is Shopify suitable for?
Because Shopify has diverse function settings and a simple and easy-to-use background operation experience, we would recommend the following users to choose Shopify to open a store:
- E-commerce sellers with low budgets: lower monthly platform fees
- Sellers operating cross-border e-commerce: can be listed on Amazon at the same time
- Those who also operate physical stores: You can use the Shopify POS system
- Sellers pursuing system stability: the world’s largest store opening platform
2. Complete step-by-step tutorial on opening a Shopify store
Step1 Apply for an account and merchant settings
You can quickly register via email when entering the official Shopify website. You will need to fill in the mall name and store location at the beginning, but these can be modified later.
Next, we enter Shopify’s backend settings. There are a few things that need to be set first:
- Store details: includes store name, legal company name and address, as well as default store currency category and default weight unit
- Shopify plan and billing: You can choose monthly payment, annual payment, or even pay for three years at a time according to your needs.
- Market: This will determine the regions where the product can be sold. It is recommended to select regions where third-party payment and logistics manufacturers can cooperate for setting.
- Domain name: You can set a domain name before officially publishing the web page, so that buyers can more easily search for the store.
Shopify provides the ability to directly purchase domain names and links to domain names that have been provided by third-party suppliers in the backend. It is recommended that novice sellers purchase directly from the backend!
Step2 Set up third-party payment service/receipt method
Shopify's original built-in third-party payment service is mainly PayPal, which is suitable for sellers who mainly focus on overseas sales. However, if you want to take into account local consumers at the same time, it is recommended to connect with a third-party payment service. Third-party payment systems include Green World and Tappay as examples. Sellers can choose the appropriate financial service provider based on their needs.
(1) PayPal settings
To set up PayPal payment in Taiwan, you need to link your PayPal account through "Yushan Bank", so you need to confirm in advance that the seller/company account has a Yushan Bank account.
In the Shopify backend, click "Payment" ➔ "Supported Payment Methods" ➔ "PayPal" to log in to your PayPal account to bind the payment collection service.
However, it should be noted that the bound PayPal account must also be an email address registered on the Shopify store platform in order to enable this service. For sellers with different accounts, you can add the email address of the registered store to the existing PayPal account.
(2) TapPay access settings
Another common third-party payment service is TapPay. Although it does not have built-in logistics service connections like Green World, TapPay can provide a richer range of mobile payment solutions, such as Apple Pay and Line Pay and Jiekou Payment can capture more consumers!
The steps to access TapPay are as follows:
- Register a TapPay account and select "This account is a Shopify merchant" when activating.
- Go to the TapPay system to fill in the Shopify merchant settings and acquiring account settings.
- Generate a set of MGIDs exclusive to Shopify mall, click "Merchant Management" ➔ "MGID Settings" ➔ "Add Payment Configuration" to add payment methods and payment accounts.
- Go to Shopify APP Store to download the TapPay application, and you can open the payment jump page!
After completion, a set of "MGID" unique to this Shopify store will be generated. This set of MGID allows TapPay to track your third-party payment. You can then use this set of MGID to set up the payment method you need.
Multiple payment methods can be added to the same MGID group, including card payment, credit card installment, mobile payment, etc., and even the latest buy-first payment can be supported. Among them, because mobile payment does not support installment payments and dividend payments, it is recommended to add them in order according to different collection services and collection accounts.
(3) Set up electronic invoice
Activating electronic invoices always takes a lot of time and is tedious, so you can choose to access mainstream third parties through Taiwan Invoice The payment electronic invoice service allows you to activate electronic invoices directly in the Shopify backend based on order prompts, which can effectively reduce repetitive and error-prone processes.
According to different third-party access systems, there will be different access steps. We use the "Green World Gold Flow" mentioned above for teaching:
- Go to the left side of the Green World backend and click "System Development Management" ➔ "System Interface Settings" and copy and paste the store code, interface HashKey, and interface HashIV information into the backend system issued by Taiwan.
- After accessing, you can wait for the Green World Electronic Invoice API to verify the source of the request, and fill in two sets of APIs provided by Taiwan to access: 104.18.60.2, 104.18.61.2
Step3 Access logistics services/shipping and distribution
The original Shopify logistics only provides home delivery options, but since Taiwanese people are accustomed to the "supermarket pick-up" service, we recommend that sellers can directly use Waaship, a logistics integration service, to provide various shipping services.
After downloading the waaship app in the Shopify app store, you can bind the new super pick-up logistics option, and consumers can use the supermarket pick-up method to buy goods from you! Sellers can choose the shipping methods provided to consumers in the app. They can choose home delivery, supermarket pickup and payment, or even choose
After accessing the supermarket logistics options, sellers must remember to "set shipping costs"! In the Shopify backend, you can set different shipping charges based on the size and weight of the product, or the purchasing area. In the background, you can also set the delivery address according to different products. You can directly give this address information to the logistics manufacturer and ask the manufacturer to receive the goods at the designated location.
Different shipping costs can be set for different shipping methods, and these shipping costs will be added directly to the order during checkout. Sellers can directly set the shipping costs for home delivery and supermarket pickup separately. When registering to use waaship, you will know how much the shipping fee is for shipping using waaship (it varies according to the selected plan). Sellers only need to fill in the specified shipping fee in the rate!
After connecting to the logistics provider through waaship and setting the shipping fee in the Shopify backend, customers can place orders smoothly! Next, sellers can print orders in batches through the waaship system and make appointments for door-to-door pickup, simplifying your subsequent shipping process! You can also customize the arrival notification text message to simplify all shipping processes to be done on one platform!
For detailed waaship operation procedures, please refer to: SHOPIFY access WAASHIP! Supermarket pickup and domestic and international logistics are all done in one stop!
Step4 List products and set product categories
After connecting to third-party payment and logistics, you can start listing products!
The process of listing products is as follows:
- Click "Products" ➔ "Add Product" in the background to add individual products one by one;
- If you want to add a large number of products, you can click "Import" in the upper right corner, fill in the data according to the sample CSV file and upload it.
- Click "Products" ➔ "Product Series" to add products to the product series.
The product information you need to pay attention to when listing products is as follows:
- Product title, description
- Pictures and videos
The order of pictures can be adjusted
- Pricing
You can set the price (actual selling price) and comparative selling price (product pricing). If the comparative selling price is set, the discount of the product will be displayed.
- Inventory
Contains SKU (stock keeping unit) and barcode. Here you can set whether to continue selling when there is no stock.
- Shipping
Setting the product weight and customer information will help calculate shipping costs, but sellers who charge a "flat fee" for logistics fees can skip this setting.
- options
Merchants can set according to "size", "color", "material" and "style", but after adding new items, product pictures, pricing, and inventory information all need to be reset!
- Arrange delivery time
You can pre-arrange the shelf time and sales period of the products
- Product labels
Set product tags for your products, such as "Activity Name", "Product Series", "Latest Offers", etc., which will help you build product pages later.
New product series can be added manually or "automatically added" through conditions! New product series can be added based on the product's price range, product tags, inventory, etc.
Among them, the product series type can be set to "automatically add", and the product series can be set through product labels, product prices, product weights and other conditions. Sellers can set the "product tags" for all products in advance, saving time on subsequent manual adjustments.
Step5 Add required pages
In addition to the website homepage and product pages, other required functions need to be set, such as: "About Us", "Contact Us", and "FAQ".
After adding the required pages, enter "Navigation" to add the previously added pages and product series to our main menu, making it easier for consumers to find the pages they need.
Step6 Apply theme
Shopify's themes are divided into two types, "paid themes" and "free themes". After enabling the theme, you can adjust and edit the pages in the theme, including display pictures, product locations, bulletin boards, etc.
The price of paid templates in the official theme store is about 180 ~ 300 US dollars. Sellers can try it out first and see if the content of the template meets their needs.
After selecting a theme, you can go to "Customize Theme" to adjust the module. You can add various modules by dragging and dropping, and adjust the size, color, transparency of each module, and the hyperlink of each module, etc.
In addition to the official Shopify Theme Store, you can also consider using ThemeForest, Debutify, etc. to download more themes for a fee For resource websites, you need to purchase a theme and then upload it to the backend. However, it should be noted that themes produced by third parties may not be suitable for all apps.
Step7 Set up Google Analytics
The main purpose of establishing a brand official website is to understand your users better than on other platforms, and to understand the current business situation and your own strengths and weaknesses more clearly through GA data. However, before setting up Google Analytics for website behavior tracking, you must first make sure that your Shopify store is a "paid plan" before you can enable tracking!
- Register a Google Analytics account and click "Manage" ➔ "Create Account" ➔ Fill in the account settings and resource settings (for resource settings, you need to click "Advanced Options" and select "Create General Analytics Resources")
- In Google Analytics, click "Manage" ➔ "Data Settings" ➔ "Data Streaming" ➔ "Configure Code Settings" ➔ "Manual Installation" to obtain the GA installation code
- Go to the Shopify backend and click "Sales Channels" ➔ "Store" ➔ "Preferences" ➔ "Google Analytics" and paste the installation code copied from Google Analytics.
- Go to the Shopify backend and click "Sales Channels" ➔ "Store" ➔ "Theme" ➔ "Customize" ➔ "Edit Code". In the "Layout Configuration" list, click
{/} theme.liquid
. Confirm whether there is anyga.js
,dc.js
,gtag.js
oranalytics.js
code in the code. If not, you can paste the installation code again under<head>
.- Go to Google Analytics and click "Manage" ➔ "Data View" ➔ "E-Commerce Settings" to enable "Enable E-Commerce" and "Enable Enhanced E-Commerce Reporting" to enable the checkout process you want to track. Completed Shopify access to GA tools!
Step8 Connect to Facebook Store
Brands continue to carry out marketing activities through social media such as Facebook and Instagram. If you can allow people to place orders while browsing Facebook, you can expand the brand's audience!
Before you want to connect your Shopify store to your Facebook fan group, you must first confirm that you are an administrator of the Facebook Enterprise Management Platform and have added a Facebook Pixel. The next step is to follow the following steps to connect your Shopify store to the fan page!
- Go to Shopify App Store to download and install the Facebook Channel application to the store, and choose to add a new sales channel
- Go to the Shopify backend and click "Sales Channels" ➔ "Facebook" and fill in the necessary information such as Facebook account
- Return to the Faceboo enterprise management platform to confirm "Setup has been completed in Shopify"
- Click "Products" in the Facebook store, select the product you want to publish, and change the product description content
Step9 Launch your Shopify store
After completing the settings of logistics, cash flow, and data tracking, listing the products, and setting up the website page, you can officially launch the brand's official website!
In the previous setting process, the Shopify store was password protected, and others could not browse the store page. Now just click "Sales Channels" ➔ "Store" ➔ "Preferences", unenable the password in "Password Protection", and you can let everyone browse your store freely!
The above is the basic introduction and operation process of Shopify. After completing the above steps, you can successfully launch your first online store! The next step is to increase the traffic exposure of the website through good e-commerce product selection strategies and e-commerce marketing techniques.
These Shopify tutorials can make it easy for you to get started with Shopify functions. You can apply for a Shopify 14-day trial account to experience it and see if it is a suitable store platform for you!