Why do you need a workbook or checklist to set up your Shopify Store?
You are getting ready to launch your Shopify store, but it is very confusing because there are SO MANY moving parts. It is hard to juggle all the details and remember what you added when and where.
Even reading all the blogs, or listening to webinars just creates more confusing because not one follows and shows you the right steps from beginning to end.
So to be really successful with any project, you have a checklist right? You have a shopping list, a recipe list, an exercise list etc. So if you need to reduce stress and streamline the work that needs to get done, you use a checklist.
This Shopify store checklist is a little bit different because we have turned the checklist into a workbook and a little bit of a set up journal!
The checklist is based on my book 'Shopify Made Easy' which shows you the methodical way to implement your Shopify store and get it up and running easily.
This is your ULTIMATE checklist for your Shopify store:
1. Set Up Your Shopify Store
Brand assessment & Shopify store registration including tips about naming your store.
Registering your Shopify store is the start of your online business. The next step will be to create your online presence for consumers to find your store. Your online store name is crucial to the success of your business and in this article are some ideas how to choose a good name or a fabulous name.
Article #1: How To Set Up Your Shopify Store For Success
2. Register Your Domain & Store Name
You can register your domain in Shopify or with a third-party host. Depending where you register your new store domain, you will set up your email adressess for your store.
Article #2: How To Create Your Shopify Store Name & Domain Name & Email Business Address
3. Add Your Online Business Information
Business information for your Shopify store is the foundation of your online store to keep your protected.
Article #3: How Important Is Your Business Information In Shopify
4. Add Your Payment And Checkout Options
Understanding your money and how to get securely paid, is important. Adding the correct checkout options to your store according to your niche market, will help your customers.
Here is a series of articles:
1. How To Set Up Your Financial Information In Shopify? #4
2. How To Set Up PayPal Express & Amazon Pay In Your Shopify Store #4
3. How To Get Paid From Your Payment Provider In Shopify? #4
4. How To Set Up Your Checkout Your Shopify Store #4
5. Shipping & Locations For Your Business.
Set up your locations and shipping rates of your store so the process is seamless.
Article #5: How To Set Up Your Shipping & Distribution Locations In Your Shopify Store #5
6. Brand Your Automated Email Notifications
Personalize your email notifications with your brand and voice to be different and memorable.
Article #6: How To Set Up & Optimize Your Automated Email Notifications in Shopify #6
7. Create Legal Documentation For Your Business
Your legal documentation for your eCommerce store to protect your business.
Article #7: How To Set Up All Your Legal Requirements In Shopify #7
8. Create A Logical Path For Your Customer
Create a clear picture of how and where your products will appear in your online store with your products and collections by starting your storyboard.
Article #8: How To Set Up Your Shopify Store Correctly For Great Conversions #8
9. Automate Your Store With Tags
Logical tags will make your life easier and automate a lot of tasks. Add all your tags to know where, how and what they are and how to be strategic .
Article #9: How To Use Tags To Automate Your Shopify Store #9
10. Visually Brand Your Store
Your brand strategy will help define how your customers see your business and product.
Article 10: Why It Is Important To Visually Brand Your Shopify Store #10
11. Create Your Collections For Your Shopify Store
The information you add to your collection depends on your type of customer and the information your customer needs to make a decision to buy.
Article 11: How To Create your Collections In Your Shopify Store #11
12. Add Your Products To Your Store
An in-depth understanding of the information you need to create a great product page and get amazing conversions.
1. How To Create Successful Products Pages In Your Shopify Store
2. How To add Your Products Manually In Your Shopify Store
3. How Add Product Photos, Images & Video To Your Shopify Store
4. Tips How To PRICE Your Product sFOR Your Shopify Store
5. How Add Your Product Information For Your Shopify Store
6. Shipping Information For Your Products In Your Shopify Store
7. How To Add Product Options & Variants In Your Shopify Store
8. How To Optimize Your Product Page For Google In Shopify
9. How To Sell More Products With Sales Channels In Your Shopify Store
10. Strategically Organize Your Products For More Sales In Your Shopify Store
11. Optimize Your Product Pages For Great Conversions In Your Shopify Store
12. How To Upload Your Products In Bulk To Shopify
13. How To Create 2 Types Of Gift Cards In Your Shopify Store
13. Add Your Information Pages
Add information for your customers about your store and products as you can so that they feel comfortable shopping with you.
Article 13: How To Improve Your Information Pages For Your Customers In Shopify #13
14. Write Your Story For Your Online Presence
As a small business, you have to distinguish yourself from your competition by personalizing your business.
Article #14: How to Write Your Story On Your About Page In Shopify #14
15. Add Apps To Your Store For Your Processes
Apps to make your processes more automated and enhance your customer’s experience in your store.
Article #15: How To Improve Your Shopify Store With Apps #15
16. Create Your Navigation For Your Store
Your navigation in your Shopify store will enable your customers to find your products.
Article #16: How to Customize Your Navigation & Menus In Shopify #16
17. Implement Your Theme & Brand
Themes & Branding -Creating all the sections to be added to your theme before you launch your store. Add your chosen theme and branding to launch your store.
Article #17: How To Choose & Implement Your Theme In Shopify Store #17
Leave a comment
Also in eCommerce Success Blog
What is the difference between Shopify CSV and Matrixify Products import and export?
By Veronica Jeans, Bestselling Author November 16, 2024
Shopify CSV vs Matrixify Excel: A Comprehensive Guide to Product Management
Managing product data in an e-commerce platform can be a complex task, especially when dealing with large inventories. This article compares two prominent methods for handling product data in Shopify: the native CSV system and the Matrixify Excel approach. We'll explore how these tools differ and why choosing the right one can significantly impact your workflow efficiency.
Shopify vs Matrixify Comparison
Detailed Comparison between Shopify & Matrixify Product Management & Uploads
File Format and Basic Handling
Shopify CSV
Matrixify Excel
Data Management Capabilities
1. Product Export Features
Shopify CSV
Matrixify Excel
2. Image Handling
Shopify CSV
Matrixify Excel
Advanced Features
3. Metafields Management
Shopify CSV
Matrixify Excel
4. Product Updates and Maintenance
Shopify CSV
Matrixify Excel
5. Inventory Management
Shopify CSV
Matrixify Excel
6. Template Management
Shopify CSV
Matrixify Excel
Special Features
Matrixify Exclusive Capabilities
1. HTML Code Optimization
2. Variant Management
3. Publishing Control
Best Practices and Recommendations
When to Use Shopify CSV
When to Use Matrixify Excel
While Shopify's native CSV system provides basic functionality for smaller stores, Matrixify Excel offers a more robust, flexible, and efficient solution for managing product data. The choice between the two largely depends on your store's size, complexity, and specific needs. For larger operations or those requiring detailed control over their product data, Matrixify Excel presents clear advantages in terms of functionality, efficiency, and scalability.
Remember that investing time in learning the more powerful tool can save significant time and reduce errors in the long run, especially as your store grows and your product management needs become more complex.
Frequently Asked Questions (FAQ)
General Questions
What's the main difference between Shopify CSV and Matrixify Excel?
The main difference is that Shopify CSV is a basic file format with limited functionality, while Matrixify Excel offers advanced features like real-time tracking, multiple sheets, and partial updates. Matrixify also allows you to work with pure Excel files instead of CSV format.
Which option is better for my store?
It depends on your store size and needs:
Use Shopify CSV if:
Use Matrixify if:
File Size & Limitations
What are the file size limitations?
Shopify CSV: 15MB maximum
Matrixify: Can handle gigabytes of data (600,000+ products)
How many products can each handle?
Shopify CSV: small catalog
Matrixify: 600,000+ products in one import
Features & Functionality
Can I update specific fields without replacing entire products?
Shopify CSV: No, you must replace the entire product
Matrixify: Yes, you can update individual fields
How do multiple images work in each system?
Shopify CSV: Requires separate rows for each image
Matrixify: All images can be in one row, separated by semicolons
Can I manage metafields?
Shopify CSV: No metafield support
Matrixify: Full metafield support with column-based management
Import/Export Process
How do I track the progress of my import?
Shopify CSV: No tracking wait for email notification
Matrixify: Real-time progress bar with estimated completion time
Can I cancel an import once it's started?
Shopify CSV: No
Matrixify: Yes, at any time during the import
Data Management
What happens to product IDs during import?
Shopify CSV: Creates new IDs, breaking collection references
Matrixify: Maintains existing IDs and references
How are variants handled?
Shopify CSV: Each variant requires a separate row
Matrixify: Can generate variants from combinations using semicolon separation
Technical Questions
How does each handle HTML in descriptions?
Shopify CSV: Leaves escaped HTML code as is
Matrixify: Automatically fixes escaped HTML code to normal HTML
Can I manage inventory across multiple locations?
Shopify CSV: Limited location support
Matrixify: Full multi-location inventory management
Best Practices
What's the recommended way to update product prices?
Shopify CSV: Must upload full product data
Matrixify: Can update prices alone using a simple price column
How should I handle large product catalogs?
Shopify CSV: Split into multiple files under 15MB
Matrixify: Can handle in single file with filtering options
Troubleshooting
What if my import fails?
Shopify CSV: Check email for basic error message
Matrixify: Detailed error reporting with specific row/column information
How do I fix broken product references?
Shopify CSV: Manually rebuild collections and references
Matrixify: No action needed references are maintained
Integration & Compatibility
Do these work with all Shopify plans?
Both work with all Shopify plans, but Matrixify requires a separate subscription.
Can I use these with other e-commerce platforms?
Shopify CSV: Shopify-specific format
Matrixify: Designed for Shopify but Excel format is more universal
Support & Resources
Where can I find documentation?
Shopify CSV: Shopify Help Center
Matrixify: Comprehensive documentation with tutorials and examples
Is there technical support available?
Shopify CSV: General Shopify support
Matrixify: Dedicated support team with Excel/import expertise
Cost & Efficiency
Which option is more time-efficient?
Matrixify is generally more time-efficient due to:
Faster processing of large files
How do they compare in terms of cost?
Shopify CSV: Free with Shopify subscription
Matrixify: Requires separate subscription but offers more features and efficiency
Continue reading
Lesson 2. Ecommerce Introduction
By Veronica Jeans, Bestselling Author October 24, 2024
Continue reading
6 Ways How To Improve Your Ecommerce Store in 2025
By Veronica Jeans, Bestselling Author September 16, 2024
Continue reading