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All About Stores: A Master Help Guide
All About Stores: A Master Help Guide

Learn how to create and manage stores through Ivorey™

Bec Burtt avatar
Written by Bec Burtt
Updated today

An Ivorey™ online store is essentially a shop feature where you can add multiple products just like an e-commerce store. An online store allows customers to choose multiple products, add them to cart, and check out to purchase your products.

Getting Started With Ivorey™ Stores

Before you steam ahead setting up your store, here's some good-to-know information that will ensure you understand how stores work in Ivorey™, and whether a store is the right fit for your needs.

Benefits of an Online Store

  1. Global Reach: Reach customers worldwide, creating limitless earning potential

  2. Convenience: Customers can shop anytime, anywhere, increasing accessibility and convenience

  3. Reduced Overheads: Eliminate costs associated with physical storefronts and gain flexibility in operations

  4. Automated Transactions: Streamline the sales process with automated payment processing and order management to create a seamless user and customer experience

What kinds of Products are best suited to an Online Store?

One-time products are best suited to an online store. We recommend selling any recurring products through a sales funnels. Click here to learn the 6 different ways to sell in Ivorey™.

How To Setup A New Store: A Step-By-Step Guide

Below is a step-by-step guide of how to setup your new store - just select the drop-down and follow along!

STEP 1: Create Your Products

First you will need to create the products that you want to display on your Store. Inside your product settings is where you can set things like; the price, the quantity available, if it is a physical or digital product, and the different variants/options available for each product too.

Watch the video tutorial below to learn how to setup your products for your Store, or click through the dropdown to go through our step-by-step guide:
​

Click for the step-by-step guide to create your products

  1. From the Ivorey™ main menu, go to [Payments] > then along the top menu bar click on [Products]

  2. Here you will need to click into you existing products if you have already created them, or click the [+ Create Product] button at the top right of the screen to create a new product. Note: If your product is already setup in Stripe, you can select [Import From Stripe] instead.

  3. Once inside your Product settings you can go through and fill out each of the fields that are relevant to the product you are setting up for your store:

    1. Make sure [Include in Online store] is toggled on so it will display in your store site (you will also need to make sure that any products you don't want to display in your store has this setting toggled OFF)

    2. Add your product title

    3. Add your product description (if needed otherwise you can leave this blank)

    4. Upload any images relevant to your product. If you add multiple images you can tick which one you want to be the 'Featured' image which is the main image your product will display

    5. Under Product Collection you can categorise your products if relevant either by selecting an already created category from the drop down menu or clicking the [+] icon to create a new collection

    6. Under the Prices tab you can add your product price and tick 'Track Inventory' if you have a certain number of stock available > then click [Save]

    7. Once you have created your price, you will need to click in the price to open up the price settings and under Shipping and Delivery you will need to select if your product is a physical or digital product

      1. for Physical Products: you can add the weight and dimensions

      2. for Digital Products: you can upload your PDF file directly here if you would like the digital product to be sent immediately upon purchase, however because this email to deliver the digital product will be the system default, you can leave this blank if you plan to use our delivery email template to upload your file to instead. (Note: You will need to setup a workflow if using a custom email template to deliver the email with the PDF file attached to the customer once they purchase)

    8. If your product has variants (e.g different sizes available) then you can add these by clicking the [+ Add Variant] button

  4. Once you have finished updating all of the settings relevant to your product, click [Save] at the top right of your screen and repeat this process for as many products you need.

STEP 2: Create Your Store Site

Once you have finished setting up the products you want in your Store, it's time to create and customise your store site!

Watch the video tutorial below to learn how to setup your Store, or click through the dropdown to go through our step-by-step guide:

Click for the step-by-step guide to create your store

  1. From the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar click on [Stores]

  2. Click the [+ New Store] button at the top right of your screen > and select 'From Blank' > then name your store > and click [Create] (your store site should now automatically open, however if it doesn't you can just click on your store to open the site builder)

  3. Once inside the site builder you will see the following pages:

    1. Product List: this is your store front where all of your products will display

    2. Product Details: this is the page your customers will be directed to when they click on a product from your Product List page

    3. Cart: this is the page where your customers can view their cart and select to checkout

    4. Checkout: this is where your customers are directed to pay for their products

    5. Thank you: this is where your customers will be directed once they have completed checkout

  4. Click [Edit] of the first store page and begin customising your store site to your brand colours, logo, imagery and fonts to create the look and feel you want to create for your customers landing on your store site

  5. As you are customising your store site, make sure you click [Save] at the top right of your screen regularly so you don't loose any changes made

Click for helpful tips when setting up your store

  1. Turn your store header into a global section
    To save you time, you can customise the header on your first store page then turn it into a 'Global Section' so you can pull this into each of your other store pages instead of having to customise each header individually. By setting up your store header as a global section, this will also mean that any changes you make to one header will automatically update all the headers on each page your global section header is pulled in on your store.
    ​
    ​Follow the steps below to turn your store header into a global section:

    1. Inside the store site builder, hover over the header section until the whole header is highlighted green and click the 💾 icon

    2. In the popup screen, name your section (e.g Store Header) > select 'Global Sections' from the dropdown menu > then click [Save]

    3. Now if you hover over your store header section, it will highlight in purple instead of green, this means it has now been saved as a global section

    4. To pull your new header global section into your other store pages, navigate to the next page in your store > and delete the existing header by hovering over the whole section and clicking the bin icon

    5. Next click the [+] icon at the top left of your screen > select the 'Global Sections' tab > and drag and drop your new header global section onto your store page

    6. Repeat this step for all of your Store Pages that you want your header global section to display on. Remember: A global section means that any changes you make on one page, will automatically update on all pages the global section is pulled into.

STEP 2: (Optional) Setup Your Shipping & Delivery Settings

This step is only required if you are selling physical products in your Store.

If you are selling physical products in your store, you can set delivery zones that you will post to, and the shipping prices you need to charge the customer when they purchase at checkout. Inside your shipping and delivery settings you can set specific conditions based on weight, and create multiple zones to offer free shipping to certain areas, and charge for shipping for others.

Watch the video tutorial below to learn how to setup your Shipping & Delivery settings, or click through the dropdown to go through our step-by-step guide:

Click for the step-by-step guide to setup your Shipping & Delivery settings

  1. From the Ivorey™ main menu, go to [Payments] > along the top menu bar click on [Settings] > then click the [Shipping & Delivery] tab

  2. Click the [+ Add Zone] button at the top right of your screen > name your Zone > then select the countries and states that you will ship your products to from the list and individual drop down menu's > then click [Add]
    ​NOTE: If you want to offer free shipping for one country/state and charge shipping for another country/state, you will need to set these up as seperate zones so you can set the specific shipping rates and conditions for each one

  3. Once you have set up your zone/s, you can then click [+ Add Rate] to setup your shipping charges

    1. tick 'Use flat rate'

    2. give your rate a name (e.g 'Shipping')

    3. under Amount add the price you want to charge, or leave blank if you are offering free shipping

    4. (optional) if you want to charge different prices depending on the weight of the product, click the 'Conditional Pricing' box > and select 'By item weight' > then set your minimum and maximum weights for this shipping price (e.g 0 - 5kg)

    5. once you have added your rate price and set any relevant weight conditions click [Add] to update these shipping rates to your selected shipping zone

  4. You can continue to repeat these steps for all the different zones you want to ship to and different rates you need to charge for each zone until you have set up all the relevant shipping and delivery settings for your store

  5. Next click on the [Shipping Origin] tab and enter your the details for where you will be shipping from > and click [Save]

STEP 3: Setup your Abandon Cart Settings

Abandoned checkout notifications are great for re-engaging potential leads and converting them into customers. By sending a reminder to people who have abandoned their carts, you have the opportunity to bring them back to your online store and encourage them to complete their purchases. This feature helps in maximising revenue and optimising the conversion rate of your e-commerce business.

Watch the video tutorial below to learn how to setup your Shipping & Delivery settings, or click through the dropdown to go through our step-by-step guide:

Click for the step-by-step guide to setup your Abandon Cart settings

  1. Download and Customise the Abandon Cart Email Template:

    1. From the Ivorey™ main menu, go to [Marketing] > then along the top menu bar hover over [Emails] > click [Templates]

    2. Click [Create Folder] if you would like your Store emails organised in their own folder > then click [+ New] > [Email Marketing Templates] > select the [Payment Emails] category on the left hand menu > then click on [Abandon Cart (for stores)] email > and click [Continue] to download the email template into your account

    3. Customise the email template to your branding > then click [Save Template] at the top right of your page
      ​

  2. Add email template to Abandon Cart Settings and set time

    1. From the Ivorey™ main menu, go to [Payments] > then along the top menu bar click on [Settings] > and click on the [Notifications] tab

    2. under 'Email Template' select the [Abandon Cart (for stores)] email you just downloaded and customised

    3. next to 'Send after' adjust the number of hours you would like to wait after the customer abandons their cart before this email is sent (e.g 3 hours)

    4. click the [Save] button to update your changes

    5. while in your abandon cart settings, you can also toggle off 'enable confirmation email' if you plan to send a customised one inside your post-purchase workflow, or you can leave this toggled on if you are happy for a system default email to go out to your customers once they purchase

    6. click the [Save] button to update your changes

STEP 4: (Optional) Setup your Post-Purchase Workflows

Once someone has purchased a product in your store, you can setup a post-purchase workflow so that you receive an email notification, an internal task is created, and your customer receives a confirmation email letting them know their order has been received.

Watch the video tutorial below to learn how to setup your Post-Purchase Workflow, or click through the dropdown to go through our step-by-step guide:

Click for the step-by-step guide to setup your Abandon Cart settings

  1. From the Ivorey™ main menu, go to [Workflows] > then click [Create Folder] to keep your store workflows organised > inside your folder click the [+ Create New Workflow] button at the top right of your screen > then select [+ Start From Scratch]

  2. Create your post-purchase workflow using the following trigger and actions:

    1. Trigger: [Payment Received] > use the [Filters] to select [Global Product] > then select your first product > click [Save Trigger]

    2. Action: (optional) [Add Contact Tag] > create or select the tag you want to be added the to contact profile of your customer once they purchase your product > click [Save Action]

    3. Action: [Send Internal Notification] > select [Email] > under 'To User Type' select [Custom Email] > and add the email you want to > add a subject line > then in the message box type the message you want to receive when someone purchases your product > click [Save Action]
      ​To use the custom values to populate the purchase details:

      1. click the 🏷️ icon in your message box > click the [Payment] tab > click [Payment Received] > then click the custom values you want to populate in your message.
        ​
        ​An example of a message you might create/custom values you might use for stores selling physical products:
        ​"{{payment.customer.first_name}} has just purchased Your Product!
        ​
        A task has been created to review and send their order:
        ​
        Order Details:
        Customer Name:{{payment.customer.name}}

        Product: Your Product

        Total:{{payment.total_amount}}

        Address: {{payment.customer.address}}
        Email:{{payment.customer.email}}
        Phone: {{payment.customer.phone}}"
        ​

    4. Action: [Add Task] > title your task > write your task in the description box > assign your task to yourself or a team member > then set a due date for when this task needs to be completed (e.g if you sell physical products and say orders will be packed within 2 business days, you can set this task to be due in 2 days) > click [Save Action]

    5. Action: (Optional) [Send Email] > select an email template you have already created from the 'Templates' drop down menu, or type your confirmation email directly into the 'Message' box. NOTE: You can skip this step if you have the system default confirmation email enabled inside Payments > Settings > Notifications

  3. You can continue building out the relevant actions to create your post-purchase customer journey, but the above is a great foundation to start with

  4. Once you have finished creating your post-purchase workflow toggle from draft to publish at the top right of your screen > then click [Save] to update your changes and publish your workflow

  5. If you want to create a seperate workflow for each individual product, you can duplicate the first workflow > rename it > and update each of the triggers and actions to match the next product

  6. If you want to create one workflow for ALL of your products, make sure that none of your actions or emails mention and product name specifically > then add a new trigger for each product you have listed in your store. This will mean that no matter what product your customer purchases, they will go into this workflow.

STEP 4: Connect your Domain & Publish your Store

Once you have created your products, setup your store and workflows, and added your relevant shipping details, it's time to connect your domain so you can publish your store!

Watch the video tutorial below to learn how to setup your Domain & Publish your Store, or click through the dropdown to go through our step-by-step guide:
​

Click for the step-by-step guide to connect your domain and publish your store

  1. From the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar hover over [Stores] > click into your store > then click on the [Settings] tab

  2. Under the 'Domain' field you can select your domain from the dropdown menu - if you haven't connected your domain yet, you can follow this guide here to learn how to connect your domainUpdate your Path URL in the Path URL field (e.g /yourstorename)

  3. Once you have connected your domain and updated your path URL, click on the [Pages] tab > then click [Edit] of your first store page

  4. Once inside your store site builder go through your site again, making sure to preview in both desktop and mobile view

  5. When you are ready to publish your store site, click the [Publish] button at the top right of your screen

  6. Repeat this step for each of your store pages so they are all published and live

Congratulations! 🥂 You've just created your first Store inside Ivorey™ - now it's time to share your store with your community! Please make sure to tag us 🤳🏻 when you do so we can celebrate with you!!! 🤍

Frequently Asked Questions About Stores

Can I set up multiple stores inside Ivorey™

Yes you absolutely can create multiple stores within Ivorey™

How do I choose which products are displayed on each seperate store when I have more that one store in Ivorey™

If you have two or more stores inside Ivorey™ you can select which products display in each store so you only the products that are relevant to each individual store will display.
​
Follow the steps below to make your products available for your online stores, and then update the product settings to select which products display in each store:

  1. From the Ivorey™ main menu, go to [Payments] > then along the top menu bar click on [Products]

  2. Click into each of your products that you want to display on ALL of your stores, and make sure 'Include in Online Store' is toggled on

  3. Next to go to [Site Pages] > along the top menu bar click on [Stores] > click into your first store > then click on the [Products] tab

  4. Here you will see a list of all the products that have been turned on for online stores. To exclude any products from your store, select each product you don't want to show in this store by clicking on the checkbox > then click the [Bulk Action] button at the top of your list > and select [Exclude from this Store]

  5. You will now see your products filtered between the [Included] and [Excluded] tabs.

    1. All products listed under the [Included] tab are the products that will display in this store

    2. All the products listed under the [Excluded] tab are products that will not display in this store

  6. Now you can go into your other Store/s and repeat Steps 3 > 5 to update which products display on each individual store

STILL NEED HELP? We're just a chat away. Send a message via the widget inside your Ivorey™ account, and we'll be there to support you! You can also browse our done-for-you services if you want us to do the work for you instead 💙


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