⭐ With our "Done-for-you" starter service, most of the tasks below will be handled by us but you can use this list as the plan to monitor the progress ⭐
Here’s the checklist to go live with our platform.
- Set up your portal's general information like business name, address, email, phone
- Adjust the design and layout of the system's frontend (website your customers see)
- Add informational pages about your business (About Us, Terms and Conditions, Privacy statement)
- Add, import, or migrate your categories and products or integrate with your ERP or PIM system
- Set up taxes
- Set up shipping methods
- Set up payment methods
- Place a test order, request a quote, send an information request
- Adjust email notifications sent from the system
- Integrate with your other systems (accounting, inventory, CRM, marketing and etc.)
- Run the system health tests
- Check your search engines optimization score
- Setup redirects for all the main pages from old URLs to new
- Prepare DNS to go live, schedule the domain switch
- Go live!
Once you are live with your online portal, it's time to configure some basic automated marketing campaigns.