Shopify is more like a CMS in its structure and features than other website builders. The control panel looks and functions very similar to those of PrestaShop, Opencart, and WordPress. It is immediately obvious that the service is serious, but it is not difficult to master its capabilities, in our opinion. We repeat – for this, you need to speak English, the school level will not be enough. A level around the middle will be enough.
Now let’s move on to describing the structure and meaning of the control panel menu items:
Home – the start page containing links that allow you to change the tariff, add a product, distribution channels, a domain to the store, customize the design and read the news of the service, and the latest articles from the blog. In general, it gives quick access to some features hidden in other sections of the menu.
Orders – a list of all orders, the ability to issue invoices, trade offers, and view data on interrupted transactions (the visitor added the product to the cart, but did not place an order);
Products – adding products (there is an import from CSV) and categories for them, viewing, editing, and sorting. Create and configure gift card options. You can also interact with suppliers from here – conduct cash transfers and keep records of received goods.
Customers – data about the buyers who completed the transaction. All the information collected during the process of filling in the data upon purchase is collected here. You can also import the client database manually from a file.
Analytics – statistics on store traffic, turnover, browsers used by customers, regions of residence, traffic sources, and much more. Lots of graphs, tables, tab notifications, and more to help you get a detailed idea of how much, who, when, why, and how bought from you.
Marketing – a section responsible for promoting the site through various channels. Here you can set up mailing lists using beautiful templates, track visitors through Facebook Pixel, manage contextual advertising in Google, add products to the marketplace of this search engine, and more. All these are paid services. You can hire a system expert to set up and run all of the above and more. You can create many advertising campaigns, each of which consists of 4 areas: contextual advertising, mail activity, social services, SMS. Plenty of combination options. Here you can analyze statistics, and set up automatic operations (mailings by groups, events and dates, updating advertisements through selected promotion channels, etc.). Many of these are made possible by installing additional applications to implement different areas of the unified marketing process. An effective module that requires a budget.
Discounts – create discount coupons for product categories and individual products. The discount can be made as a percentage of the cost, a fixed amount, or in the form of free shipping. You can also select the category of buyers for whom the coupon with the code will work, and set the rules for its use – from 1 time to an unlimited number of operations.
Sales Channels – adding product distribution channels. You can, for example, create a Shopify Buy Button to use on other sites, mailing lists, etc. Other distribution channels include Facebook, Amazon, Houzz, KiK, Pinterest, and Wanelo. You can also enable payment in your store through a mobile application.
Online Store – a large menu of various settings of the active store. Here are the following sections:
Themes – the choice of templates and their settings, described by us in the previous section;
Blog Posts – adding new posts to the shop blog;
Pages – creating and editing static pages;
Navigation – adding and editing store menu blocks;
Domains – buying a domain (from $14/year for .com) or attaching an existing domain name;
Preferences – filling in the SEO settings of the store, connecting Google Analytics, and the ability to set a password to access the store.
Apps is an application store, paid and free. All of them are sorted into categories (sales, marketing, search for goods for sale, tools, warehouse, customer service, delivery, social services, statistics collection, synchronization of third-party services). There is a search filtering (category, paid / free, popularity, ready-made collections). The choice of applications is very rich – in each category, there are at least a couple of dozen positions. In especially loaded – more than a hundred.
Settings – an extensive menu with general settings. Contains a number of nested sections:
General – store name, contact details, setting time, date, currency, and region formats;
Payments – select a system for accepting online payments. PayPal is selected by default;
Checkout is the login policy for users. You can enable/disable the mandatory creation of an account to use the store, as well as configure a set of fields for filling in personal data when registering, making I order, and other things;
Shipping – adding and setting up shipping methods (region, type, carrier, cost, etc.);
Taxes – tax collection setting. By default, all fees are included in the price of the item. You can split these amounts if you wish by selecting the region and tax percentage;
Notifications – a creation of draft email notifications to customers when placing an order, confirm it, and when a package arrives;
Files – you can upload any files to the site – text, images, archives, etc.;
Sales channels – view and configure installed applications for various sales channels;
Account – your account details: billing information, confirmation of rights to the store, login options. You can also add accounts for content managers from here by assigning access rights to them. Here you can also enable maintenance mode or close the store altogether.