Things To Do Before Upgrading Your Store To Shopify Plus

Finally, you have taken the leap and have upgraded your store to Shopify Plus. Congratulations! Now you have made an entry to one of the most robust, agile, and scalable ecommerce development platforms used by many large enterprise companies. After completing this upgrade, you must be wondering what I do next. How can I make the most out of this platform whose purpose is to streamline and further grow your business? Well, this article is for you. In this article, we will go through a couple of things that you must do right after upgrading your ecommerce store to Shopify Plus. Here we begin.

a. An onboarding Jumpstart

Although you may be familiar with the working of Shopify Plus and the app partners of the Shopify ecosystem, it may not be true for all your employees. Therefore, you can create a welcome webinar covering all the basics, features, and resources of Shopify Plus. In this orientation, the Merchant Success Managers will give you a run-down of the support system and guide you on how to make the most out of this platform.

They will give you an overview of the Shopify Plus exclusive features. After that, you will be able to ask them questions about anything related to Shopify Plus. You can also find bi-weekly live sessions accommodating multiple time zones. So if you miss the orientation, you can get recordings to understand Shopify Plus later. Although the orientation is optional, we have observed that the businesses who opt for orientation better know Shopify Plus than those who don’t. They are more likely to use the Plus features, leading to business growth.

b. Sign up for the “New from Shopify Plus” newsletter

It would help if you were updated with the latest Shopify Plus updates whenever they happen. You will find the newsletter “New from Shopify Plus” in your email weekly, letting you know about new releases, beta opportunities, and any other events.

c. Check the Shopify Plus Academy

Running an online business is a marathon, not a sprint. There are regular changes in buyers’ behavior, and demands are also changing. So how to meet ever-changing customers’ expectations? The answer is Shopify Plus Academy. Here, you will know e-commerce strategies that you can adopt in your online business. There are more than 100 self-guided courses related to marketing, business operations, checkouts, customizations, and many other areas you can go through on your own page and on your own time.

Getting started on Shopify Plus is best to start with the onboarding course. Here you will know about all of the key services and features you will get in Plus.

d. Checkout experiences customization using Shopify Scripts:

Earlier, you had to use many Shopify apps for sales-boosting and conversion rate optimization, but now it has a streamlined “set it and forget it” on Shopify Plus with Shopify Scripts. Shopify Scripts allows you to do:

• Customize your checkout directly: You can customize everything, including customer fields, shipping methods, and payment options.
• The Script editor allows you to personalize the checkout experience on the basis of shopping cart values.

 Here’s how you can use Shopify Scripts

• You can ask the Shopify Plus support team to help you in cloning your existing site to a staging or testing site. You can access multiple store instances in Shopify Plus at no extra cost.
• Install the Script Editor
• In the app, click on “Create Script”. You will find 15 script templates properly organized as underline items, shipping rates, and payment gateways.
• You will find 15 different templates showcasing popular and profitable scripts. It is possible to preview each script and edit the code. Check the applied changes on your staging store before making the final changes on the live store.

If you want to be accustomed to the associated terminologies, check this page. You will also find a guide of Script Editor with several script examples. Here are some more resources offered by Shopify Scripts:

•  Checkout. liquid access
• Shopify Scripts’ Ruby API reference
• Using, creating, and customizing with the Script Editor
• 13 Ecommerce Checkout Optimizations to Increase Conversions with Shopify Scripts
• Script generator by Jason Godson (third-party build)

e. Automation

One of the best things about Shopify Plus is that you will get access to its automation tools specially created to save time and effort on routine tasks so that you can think of bigger things and business strategies. The best automation tools are:

Shopify Flow

Hassling between customer support and back-office tasks is a common problem among employees. But Shopify Flow can automate a lot of these tasks. It is a visual builder that automates customer service, fraud prevention, design & development requests, merchandising, communications, marketing, advertising, etc.

You can consider Shopify Flow as the nerve center of your business. It is able to do “if this happens, then do that” to manage the routine events in your business. It can store and execute triggers, conditions, and actions that you have to enter once.

Launchpad

Whether conducting a flash sale or launching a new product, you can create an event using Launchpad and put it on autopilot. Automatic reports will be created on the event’s activity which you can compare with previous year generated reports and analyze the respective strategies. Launchpad allows you to pre-plan everything on the campaign to-do list and instantly roll it all back once the sale or event is over. You can also utilize these e-commerce automation resources: Shopify Flow manual and Launchpad manual.

f. Use API and Enterprise-level integrations

In Shopify Plus, you can increase the store’s capabilities. You will find that the retailers having rapid growth, a massive range of Stock Keeping Units (SKUs), multiple online stores, presence in international markets have seamlessly integrated to third-party platforms to streamline the whole business. A few of these popular integrations are:

• PIM (Product Information Management)
• Enterprise Resource Planning (ERP)
• Inventory Management (IMS)
• Order Management (OMS)
• Customer Relationship Management (CRM)
• and others.

In each case, you can connect with the required platform using the Shopify open API. If you require something custom, then you can develop your custom apps with developers’ help.

g. Manage multiple stores from a single admin

If you upgrade to Shopify Plus from Shopify, one of the first things you will notice is the better version of the Shopify admin. Now, you can easily manage the entire company with the new organizational management tool. You can manage users, create new stores quickly, and get an overview of all essential business KPIs across all stores in your organization.

In case you are managing multiple stores, you don’t need to make changes in every store but can instead make it on the organizational level. Those who will have permission to make changes in the Shopify organizational admin can perform various actions across multiple stores that could affect users, stores, and Shopify workflows. A few benefits are:

Overview of Analytics

You can get an overall centralized view of the business metrics to ensure your business is running the same as you expected. You can compare and check the key performance indicators across multiple time periods for any store in your company.

Shopify Flow Management

It refers to the centralized view of your stores’ work or automation flow. You can save time and resources by applying automation in repetitive tasks, which help you manage and enable workflows from a single location.

User Management

Here you can view and manage users in your organization. You can assign the right tasks to the right users and manage staff across all stores from a single location. Add, modify, and remove users and allow multiple users to perform these tasks.

Store management

Here you get a centralized view of all of your stores. You can create new business strategies for your stores and create environments with stores. You can also leverage data from your existing stores.

h. Explore wholesale opportunities

If you are involved in the wholesale business, then the B2B functionalities of Shopify Plus are definitely going to help you. The Wholesale Channel helps you in business expansion by creating a separate, password-protected storefront that will be an extension of your existing store. You can use existing product data and integrations and manage the B2C and B2B businesses from just one place. There are options for offering customized pricing so that you can offer wholesale buyers better pricing than retail customers.

i. Grow your business with unrivaled support

Finally, you have come this far. You have built a fast-growing business drawing thousands of orders every hour and even millions of sales every month, which could be exhausting and overwhelming. But this is also something you have always wanted to achieve. The Shopify Plus team is here to help you in those exhausting moments when you will require guidance and support to run the business. The merchant success program gives you access to the right products, platforms, and training to help you while treading on the path of success. Shopify also offers 24 x 7 priority support.

Wrapping Up

In this article, we have gone through major steps that you must take just while landing on Shopify Plus. At Emizentech, the best Shopify development company, we have expertise in developing ecommerce stores from scratch. Let us know your requirements.