The Ultimate Shopify Checklist.

The Ultimate Shopify Checklist.

While Shopify is renowned for its simplicity and ease-of-use, it’s a complex machine behind the scenes. Let’s take a look at the ultimate checklist of Shopify features and functionalities.

What’s on the checklist?

Abandoned Checkout Recovery
Recover lost sales by automatically sending an email to prospective customers with a link to their abandoned shopping carts, encouraging them to complete their purchase.

APIs & Private Apps
Private apps are built exclusively for your Shopify store. Use private apps to add features to Shopify admin, access your store’s data directly using Shopify’s APIs, or extend your online store to other platforms using custom storefronts. 

Automatic Taxes
Based on your location, Shopify will automatically handle major country and state tax rates.

Chat live with store visitors and turn visitors into customers. Chat is the preferred way visitors contact a brand. Visitors who chat with a brand are significantly more likely to make a purchase. Shopify Chat is a free sales channel that can be effortlessly setup and customised. Shopify Chat works with Shopify Ping, a free iOS app, enabling you to access your store and send products, discounts, and new orders directly in the chat. 

CMS Product Management
Easy to add, list, edit, and organise products using Shopify’s streamlined CMS interface. Inventory tracking, drag and drop ordering of product images, keyword tags to aid searching, and more. 

Content Management
With Shopify, your online store comes with a full-featured content management system. 

Cross-Border Selling
Shopify’s Cross-Border solutions help merchants reach shoppers anywhere. Selling cross-border helps you reach shoppers by creating localised shopping experiences for your store visitors.

Curbside Pick Up
As an alternative to having a product shipped to their home, customers can use local pickup to buy a product online and pick it up at a convenient nearby location, like your store or warehouse.

Custom Shopping Experiences
If your business model doesn’t fit into any of the sales channels and apps that Shopify offers, Zyber can use developer tools (APIs and SDKs) to build unique solutions. Zyber can build custom websites, personalised on the front-end, to deliver custom storefronts for one-of-a-kind shopping experiences. 

Customer Accounts
Encourage repeat shopping by enabling customer account creation at checkout. Your customers can also check out as a guest without creating an account. 

Customer Database
When you enable customer accounts, Shopify stores password-protected information about a customer’s identity, order history, and current order status. Your customers’ details, such as address information, will be pre-filled from the stored information during checkout. 

Customer Profiles
Learn more about your customers and their shopping habits. Find their contact info and order history at a glance. 

Customer Segmentation
Create customer groups that can then be combined with discounts to offer promotions to specific customer groups. Customer groups can also help you target specific subscribers when  you send marketing emails with Shopify Email. 

Customisable Branding
All Shopify themes can be customised to suit your unique brand. 

Customisable Reporting
Shopify’s analytics and reports give you the means to review your store’s recent activity, get insight into your visitors, and analyse your store’s transactions. You can tailor the default reports to show the data you want. You can filter data, edit columns, and select different time ranges. While the primary dashboard and reports cover common reporting and analysis needed by most store owners, if you need to manipulate or view your data, you can export the data to a spreadsheet program, use a third-party app, or set up third-party analytics offerings. 

Customisable Templates
Shopify themes (templates) can be customised to suit your unique needs. Templated themes with customisable front ends through Liquid, HTML, CSS and JavaScript give you just enough originality to stand out, but not so much that maintaining your store becomes a chore. 


Need help with your checklist?.

Data Import/Export
If you want to transfer a large amount of product information between Shopify and another system, then you can use a specially-formatted spreadsheet to import or export that data. Shopify uses CSV (comma-separated value) files to perform this kind of bulk task. Import or export your products using CSV files, or one of Shopify’s importer/exporter apps. You can hire a Shopify Expert to import products for you and let you focus on other important parts of your business.

Data Synchronisation & Visualisation
Shopify’s actionable dashboard of sales, orders and traffic helps you make the right choices for your business. Shopify can be integrated and synced with other data reporting tools such as Google Analytics. With a range of data visualisation integrations for Shopify, you’ll always have visual data at your fingertips to guide decision making. 

Digital Products
Customers can order and download your digital products right from your online store. 

Discount Management
Boost sales and customer loyalty by creating highly targeted discount codes and Buy One, Get One promotions right from the Shopify admin. 

Drip Marketing
When you plug Shopify into Drip, brands can automatically start delivering the most meaningful messages on the right channel at the best time. Send email series that are automatically sent to customer lists. More advanced than your standard email newsletter, Drip allows you to tailor the experience to each unique customer – personalise, analyse and optimise for conversions. Create welcome campaigns, post-purchase campaigns, offers and promotions, and more.

Email Templates
Customise your automated store emails with the design and language you want. 

Fraud Analysis
Shopify’s fraud analysis helps you identify orders that could be fraudulent. By reviewing high risk orders, you can avoid potential chargebacks. 

Gift Card System
Your customers are able to purchase a gift card for someone from your store, or you can use gift cards as store credit. 

Image Library
Add multiple images for your products, so you can show off your product from all angles. 

Inventory Management
Manage your entire inventory with Shopify. Track stock counts, and automatically stop selling products when inventory runs out.

Inventory Tracking
Inventory tracking can help you avoid selling products that have run out of stock, or let you know when you need to order or make more of your product. 

Label Printing
You can print your Shopify Shipping labels and customs forms directly from your Shopify admin. This saves time at the post office or during shipment pickups. 

Mobile Integration
Every Shopify theme comes with a free mobile commerce checkout so you can put your store in your customer’s hands. Shopify includes mobile commerce features and can be managed with an iPhone or Android device.

Multi-Channel Management
Put your products in front of a global audience on the most popular marketplaces and social platforms. Drive conversion with instant purchases through Facebook, Instagram, and messaging apps. Sync your product information across channels, all from one place. With over 20 channels right in Shopify, you can expand your reach while streamlining processes.

Your online store checkout comes in 50+ languages, and you can always translate your store’s theme to suit your needs.

Multiple Locations
You can set up multiple locations in your Shopify store so that you can track inventory and fulfill orders at your locations, whether they be retail stores, warehouses, pop ups, or any other place where you manage or stock inventory. 

Multiple User Accounts
Assign up to 15* staff members with access to the Shopify admin and Shopify POS. 

*depending on your Shopify plan.

Order Fulfillment
Capture payments and fulfill orders right from your phone. Send shipping notifications from the post office. Connect to fulfillment solutions such as Amazon, or set up a custom fulfillment solution. 

Order Management
Review order timelines, or follow up with the customer with Shopify’s order management. You can view an order, view the timeline, check on the currency, add tags or notes, contact a customer regarding an order, resend an email about the order, subscribe to your orders feed, enable push notifications, view the order status and archive a fulfilled order. 

Order Processing
Depending on your own business needs, you can automate some or all your order processing at each stage. Every online order goes through 3 stages: order placed (capture payment), order paid (fulfil order), order fulfilled and paid (archive order). 

PCI DSS Compliance
All stores powered by Shopify are PCI compliant by default so you can keep payment info and business data safe. Shopify’s compliance covers all six PCI standard categories and applies to every store using our platform. 

Product Catalog
All Shopify stores have a page that lists all visible products in the store. This is the store’s catalog page. You can create collections to control the order in which products are shown on the catalog page. 

Ratings & Reviews
Engage your customers and encourage sales with the option to leave SEO-friendly product reviews on your website. 

Retail Inventory Management
Manage your entire inventory with Shopify. Track stock counts and automatically stop selling products when inventory runs out. Manage it all directly from your smartphone via the Shopify app when on-the-go. Inventory is also automatically updated when refunds are processed. 

Returns Management
Refund some or all of an order to the payment method used. Your inventory is updated automatically. 

SEO Management
Help potential customers find your store using search engines. Shopify support SEO best practices like customisable H1, title, and meta tags.

SSL Security
Every Shopify store includes a free 256-bit SSL certificate. All pages, content, credit card, and transaction information is protected by the same level of security used by banks. 

Sales Tax Management
Based on location, Shopify will automatically handle major country and state tax rates. 

Shop App
An encrypted app that’s like the Instagram of Shopping. The Shopify app remembers a customer’s important details so they can easily fill carts and checkout from various Shopify stores, all from within the app interface. Safe, user friendly, and exclusive to Shopify. 

Shopify Flow
Turn tasks into automations. Shopify Flow enables you to start automatic in seconds with easy-to-use templates. Available only to Shopify Plus customers. 

Shopify Launchpad
Schedule and monitor sales, releases, and content changes. Shopify Launchpad enables you to automate your event checklist, schedule front-end customisations to deliver a smooth customer experience and track performance in real-time to better understand behaviour. Available only to Shopify Plus customers. 

Shopify Payments
The simplest way to accept payments online. Eliminates the hassle of setting up a third-party payment provider or merchant account and having to enter the credentials into Shopify. 

Shopify POS
The Shopify POS Classic app supports both iOS and Android, while the all-new Shopify POS app currently supports iOS only. Shopify POS is a point of sale system that you can use to sell your products in person. The basic features can be used almost anywhere: brick and mortar stores, markets, and pop-up shops. 

Shopify Scripts
Shopify Scripts, small pieces of code that can be copied and pasted to optimise and automate the cart and checkout, include automated discounts and promotions, precalculated shipping costs, free shipping thresholds and more. Top-performing brands use Shopify Scripts to optimise and automate their eCommerce checkouts in creative ways. Available only to Shopify Plus customers. 

Shipping Management
Improve your average order size by offering free shipping to your customers. You can choose the price point at which free shipping applies. Receive automatic shipping rates from major shipping carriers. Set up shipping rates by fixed-price, tiered pricing, weight-based and location-based rates. 

Shopping Cart
From bitcoin to PayPal to PoliPay, Shopify integrates with over 100 external payment gateways around the world. 

Social Media Integration
All Shopify websites include social media integration, such as Pinterest, Instagram, Facebook, Twitter, and Tumblr. 

Third Party Integration
With a plethora of third-party apps and integrations to choose from in the Shopify app store, there’s a solution to every eCommerce need.

Unlimited Products
There’s no limit to the number or type of products you can sell in your online store. 

Website Integration
Add Shopify products and collections to an existing website and allow visitors to purchase these through your Shopify checkout by using Buy Buttons. 

Website Management
Manage everything wherever you go. 

Wholesale Channel
You can use Shopify to sell your products (or products from other companies) to other businesses. Shopify offers a number of ways to sell wholesale, from using discount codes to creating a separate, password-protected storefront.