Marketplace Launch Workplan - Ventanas

Initial goal-setting

Upcoming deadlines

Launch Workplan

Business model

Marketplace Playbook [WIP]

Open questions

Notes

Site design & development

Recruiting

Performance Reviews

Explore

Marketplace Playbook [WIP]

New Site Onboarding Checklist

For Brands to create Shopify Store

Shopify Onboarding

Create a new Shopify Store

Log into Shopify Admin with techpirates email

Click profile button on top right of screen → Select “All Stores” from drop down

Screenshot 2024-05-23 at 11.40.40 AM.png

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On next page, click “Create Store”

Screenshot 2024-05-23 at 10.37.34 AM.png

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On next page, click “I’m just starting”

Screenshot 2024-05-23 at 10.39.59 AM.png

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On next page, click “An online store”

Screenshot 2024-05-23 at 10.39.52 AM.png

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On next page, click “Products I buy or make myself”

Screenshot 2024-05-23 at 10.39.45 AM.png

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On next page, click “United States”

Configure store details

Navigate to settings (gear icon on the bottom left of the screen) → Store details

Click on the pencil icon in each section and enter or update all information as relevant

For store number, use (304) 588-8857

For legal business name, use Resonance Companies, Inc.

For address, use 59 Chelsea Piers, Suite 5926, New York, NY 10011

No need to fill in Order ID section

Click “Save” if info is not automatically saved

Configure shipping settings

Navigate to Settings → Shipping and Delivery → General Shipping Rates

There will be default rates set up for Domestic and International. Delete all default rates

For Domestic:

Click “Add rate”

On the pop-up, select “Custom” from the Shipping Rate drop-down menu

Screenshot 2024-05-23 at 12.21.46 PM.png

⁠

For custom rate name, enter “Standard Shipping”

Select “Use flat rate”

Select “Add conditional pricing”

Select “based on order price”

Enter conditions: price ranges and shipping rate

Here is an example where we have set shipping to be free on orders $75 or greater

Screenshot 2024-05-23 at 12.23.50 PM.png

⁠

Here is an example where we have set shipping to $15 on orders $75 or greater

Screenshot 2024-05-23 at 12.24.04 PM.png

⁠

Click Done

You can set up as many conditional rates as you would like, but the standard number would be two

For International:

For each international market you would like to have custom shipping rates, click “Create Zone”

Screenshot 2024-05-23 at 12.25.44 PM.png

⁠

On the pop-up, name the zone and search for and select the country you would like to set shipping rates for

Screenshot 2024-05-23 at 12.27.04 PM.png

⁠

Click “Done”

Click “Add rate”

Select “use flat rate”

For custom rate name, enter “Standard International”

We recommend not selecting “Conditional pricing” and instead using the following flat rates by zone:

Canada: $25 on all shipments

United Kingdom: $25 on all shipments

Rest of World (all other countries): $45 on all shipments

Here is an example for Canada:

⁠

You may see the following message for your international markets. You can address this by setting up “Markets” below

⁠

All other shipping settings should be ok by default

Configure markets

Navigate to Settings → Markets

Click on International

On the next screen, click on the button labeled “Inactive,” select “Active” from the drop-down menu and click Save

⁠

Configure checkout settings

Navigate to Settings → Checkout

For customer contact method:

Select “Phone number or email”

Click Install SMS App and set up Klaviyo (you can leave this for later)

Select “Show a link for customers to track their order with Shop” should be checked

Screenshot 2024-05-23 at 11.53.28 AM.png

⁠

For customer information:

For full name, select “Require first and last name”

For company name, select “Don’t include”

For address line 2, select “Optional”

For shipping address phone number, select “Don’t include”

Screenshot 2024-05-23 at 11.55.46 AM.png

⁠

For marketing options, select:

Pre-selected

SMS

Ensure that proper language is used in “legal settings”

Screenshot 2024-05-23 at 11.57.08 AM.png

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Do not select “show tipping at checkout”

Screenshot 2024-05-23 at 11.57.34 AM.png

⁠

For address collection preferences:

Select “Use this shipping address as the billing address by default”

Select “Use address autocompletion”

Select “Validate shipping address”

Screenshot 2024-05-23 at 11.58.30 AM.png

⁠

For order processing, select:

“Don’t fulfill any of the order’s line items automatically

“Automatically archive the order”

Screenshot 2024-05-23 at 11.59.40 AM.png

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Leave defaults for Order status page, Checkout language and Checkout rules

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Order Processing settings

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Email Marketing settings

Abandon Checkout Settings

Checkout Language

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Payment Settings - Navigate to Settings → Payments

Enable all payment types

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Location Settings - Navigate to Settings → Location

⁠

screencapture-discoman-nyc-myshopify-admin-settings-locations-2020-01-14-19_17_07.png

⁠

General Settings - Navigate to Settings → General

Store details

Store address

Standards and formats

Store currency

⁠

Select plan

Navigate to Settings → Plan → Choose plan

On next page, select “Basic” → input credit card info and submit

⁠
`create.ONE`⁠
<> Shopify Integration (Contact Will to set up, the instructions below are outdated)

Create the

create.ONE⁠

Shopify App

At the very bottom of the Apps page, click on "Develop apps for your store"

Create a new app (Call it create.ONE)

Emergency developer email:

techpirates@resonance.nyc⁠

⁠

Click “configure Admin API Scopes” under the Overview tab

Copy the permissions below (doing this will generate and API key and password that you will later put into

create.ONE⁠

⁠

Analytics - Read access

Assigned fulfillment orders - Read and write

Customers - Read access

Discounts - Read access

Fulfillment services - Read and write

Inventory - Read and write

Locations - Read access

Orders - Read and write

Product listings - Read access

Products - Read and write

Store content - Read access

Themes - Read and write

Third-party fulfillment orders - Read and write

⁠

Click “Install App”

Log API token here/API Key Password:

API Key/Shopify API Key:

Secret Key/Shared Secret:

To integrate

create.ONE⁠

<> Shopify - Connect In

create.ONE⁠

brand success layer → brand onboarding →

create.ONE⁠

setup

Enter API keys you generated when creating the private app in Shopify as well as the store name. In Shopify, store name is most easily discernible by looking at the URL which is broken down by: (storename).myshopify.com

To add Location ID: Navigate to Settings > Locations > Click location > Copy numbers at end of page link (for example, if the link is

brand.myshopify.com/admin/settings/location/#####⁠

<- copy this #)

Add brands Shopify name as it appears in Shopify

create.ONE Settings Configuration

Late ONE email →

create.ONE⁠

set up → brand, sell, email

Add Brand email

Input Email Alias Name as brand name

Toggle Receive Customers Orders Delayed Emails

Toggle Send Customers Order Delayed Email

⁠

Create a discount code in Shopify for 20% off for 20 day late email (BRANDONE)

Shopify → Discounts → 20% off orders

Add brands Shopify name as it appears in Shopify (USE a “-” for spaces, i.e. dressed in joy would be dressed-in-joy)

Toggle Fetching Orders button: Go to settings → sell → toggle Fetching Orders

⁠

SLA Setup in Order Confirmation Email Update if brand is selling all resonance product

(THIS APPLIES TO ALL BRANDS THAT HAVE ONLY RESONANCE PRODUCT) Shopify → Settings → Notifications → Order Confirmation → Preview → Command F [Days] and [Weeks] → Find SLA in the email template in HTML and change to 2-3 weeks or current SLA

Configure sizes (Copy and paste THE KIT’s)

Go to the resmagic airtable _sizebrand table (

https://airtable.com/tbl56VJpXcBcUE6Tl?blocks=hide⁠

)

Make sure the bodies) of the brand has _sizebrand records for each available size type of the bodies and ENABLED checked off

Note: If brand wants to override the default name of the size use the 'Custom Brand Size Name' field (Ex. They are using Size 2 but they want it to just be 2)

Configure sell method (Copy and paste THE KIT’s)

In resmagic (airtable) - For each brand's body (

https://airtable.com/tbl2RHu2jvkKS1FOD⁠

) it must have an ECOM category.

In the channel publish product category, create collections by product type with the default categories, COPY AND PASTE FOR THE KITS:

https://airtable.com/tbl2RHu2jvkKS1FOD⁠

⁠

Fill out this form for each new ecomm: category for the brand:

https://airtable.com/shr5BmOjHKgNk3t4F?prefill_Fixed%20Attribute%202=Color&prefill_Fixed%20Attribute%201=Body&prefill_Fixed%20Attributes=Body%20Name,Color%20Name,Material%20Name⁠

It will automatically create one style to one product settings.

Test order →

BEFORE Test Order:

Make sure “fetching orders” box in

create.one⁠

setup in Brand Success layer is checked (Go to brand success layer → createONE setup → brand → settings → sell → toggle Fetching Orders)

Alert the brand ahead of launching the style:

MESSAGE: Hi [Brand], I wanted to give you a heads up that I will be doing a Resonance test order on your site to ensure the integration of create.ONE with your e-commerce store is all good to go. I will do this by launching a test style from create.ONE to your shopify store, and creating then using a Resonance specific discount code (only valid for the email
techpirates@resonance.nyc⁠
) . I will later cancel this order. Please let me know if you have any questions!

Launch a test style

Select a body, material, color

Wait for trims options to load

Select trim

Select label

If no label is available, escalate to tech

Make 2 discount codes called TRYFULFILLMENTFLOW and TEST for 100% for only techpirates user

Create techpirates as customer

Customers → add customer

Tech Pirates, email: techpirates@resonance.nyc

Address: Pier 59, Chelsea Piers, New York, NY 10011

You also need to add free shipping for that product:

Settings → Shipping and Delivery → Custom Shipping Rates → Create new profile

Add products → manage rates → shipping zone → USA → $0 shipping

Make product active and click view

Order that ONE on brand’s site (using techpirates@resonance.nyc during checkout)

Choose the brand's instance in create.ONE

Navigate to Make > Orders

Look for your new order (this can take up to 20 minutes to materialize in create.ONE from the time of the order)

Confirm order in

create.ONE⁠

⁠

Make product unavailable on Shopify

Cancel test order

Delete test style

Remove free shipping rate

Setup the res.Theme

Contact brand:

“We have a form for you to complete to get your brand on the res.THEME,
linked here.⁠
After this form is complete it will take our team about 2 weeks to get your brand on the theme.Then, we will have an onboarding session on the res.THEME so you can self sufficiently keep the theme updated with your content. In the meantime, I wanted to share
this breakdown of the assets to prep for that onboarding session⁠
, where we will plug this content in. Let us know if you have any questions we are happy to work through any of this live”

Send brand

THIS page in their coda Onboarding notebook⁠

to refer to sizing ahead of res.Theme checklist form and then brand completes res.Theme instantiation form

Add res.THEME to brands Shopify

From the Resonance Store (which we use as our default testing store) download the

production theme⁠

Download the latest product version of the theme.

Customize → Download

It will be sent to the techpirates@resonance.nyc email

In your email download the export .zip file

In the Shopify admin switch to the new brand's admin.

In the new brand's admin click on upload theme.

Upload the zip file you exported and rename it

Rename the theme to res.Theme - PROD

Publish the PROD theme

Duplicate two times the live theme (res.Theme - PRODUCTION) naming the copies res.Theme - DEVELOPMENT and res.Theme - STAGING . This will be the development playground.

Go to

create.one⁠

and navigate to the

create.ONE Setup⁠

page, select the brand you are working with and go to the Sell tab, then set as enabled the “Res Theme Enabled” field.

⁠

Once you have completed the previous step, three new fields will show up requesting the ids of the theme in In order to get the ID's of each res.Theme, production (res.Theme - PROD), staging (res.Theme - STAGING) and development (res.Theme - DEVELOPMENT).

⁠

To find the themes Ids navigate to Shopify Themes and click on Customize button.

⁠

The theme id is the number between “themes/” and “/editor” in the url, in this case the theme id is 44582076489

⁠

Customize password page for brand

Enable password:

online store > preferences > scroll to password protection > check enable password > enter password

This can be undone at any time

⁠

Theme settings

Password page

Theme settings > Password Page > Heading text - update all fields here

Socials

enable or disabling by deleting the text in theme > settings > social config > Link textfields

Make sure to uncheck remove links & Resonance Messaging under

⁠

Add Collections & Setup the Navigation Mega Menu

In progress depending on Resonance Taxonomy. See current defaults in

Brand Success Notebook⁠

⁠

Create Collections - Copy the default page in brand’s onboarding notebook, send them the link to collection management

New Arrivals

Shop All

Bestsellers

⁠

Hoodies & Sweatshirts⁠

⁠

T-Shirts⁠

⁠

Dresses⁠

⁠

Tops⁠

⁠

Bottoms⁠

⁠

Lounge⁠

⁠

Outerwear⁠

⁠

Accessories⁠

⁠

Brand’s own (usually 5)

Add Collections and Setup the Navigation Mega Menu

Check to make mobile bottom menu the navigation on mobile

Navigation Guidelines:

Mega menu should have three parts:

⁠

Screen Shot 2021-09-08 at 1.13.03 PM.png

⁠

Mega Menu 1 [Header]:

New Arrivals

Shop All

Shop by Style

Mega Menu 2 [Clothing]:

All

⁠

Hoodies & Sweatshirts⁠

⁠

T-Shirts⁠

⁠

Dresses⁠

⁠

Tops⁠

⁠

Bottoms⁠

⁠

Outerwear⁠

⁠

Accessories⁠

⁠

Mega Menu 3 [Collections]

Best Sellers

[Brand Chooses 5 Moments to start]

Document this and the tags in coda Collection Management page

Set it up like this-

https://coda.io/d/Crouch-Fitzgerald-Working-with-Resonance-create-ONE_ddr2depaQfO/Collection-Management_sulKU#_luhoJ⁠

⁠

Create Pages

About Us

Upload image and text from T

ypeform submission in airtabl⁠

Sustainability (New default see: SALO)

FAQs Page

add page, copy paste info from

Untitled_su7I5⁠

, and change nomenclature (i.e. email per brand)

Link Pages to Footer

Add Brands selected Text/URLS preferred in the Footer

⁠

FAQs⁠

⁠

It should look something like this:

⁠

Homepage Creation

Include the following default homepage modules, see

Content-Default-Dimensions-Examples_sur0K#_lu_gg⁠

Module 1: Hero (BOTH Desktop and Mobile versions)

2-3 Heroes rotating automatically at 7 seconds

New Arrivals / New collections (always product related)

Link each hero to a collection

Module 2: Product Carousel

=4-5 x 2 on Desktop and 1 x 4 on Mobile

Product should be new arrivals and a mix of bodies/colors

Module 3: Collection Blocks (Stack on Mobile)

Odd number of Collections/Edits

Module 4 (Stack on Mobile)

Instagram

Show handle and IG Icon

General Guidlines

Hyperlink all images and text to relevant product/collection page

If brand is using Shogun

Embed as much text as possible

Don’t make any 2 modules in a row the same number of columns (i.e. do not use a 4 column/product carousel for module 2 and then 4 columns/edits for module 3

Use varying content types (editorial, PDP, UGC)

Don’t include anything that doesn’t SELL PRODUCT. (I.e. Don’t use homepage real estate to write about why your brand exists, instead use it to push conversion via a collection)

Swap out your heroes 3x a week

Look and Feel - Navigate to Shopify → Online store → Click Customize in the Res.Theme → Theme Settings → Colors, Typography

Set up Site wide colors

Primary site background color (RGB code)

Header color

Text Color (for all text)

Highlight color - These colors will apply whenever a user highlights text on your site.

Text

Highlight

Link color (for when something is hyperlinked)

Link color on hover (for when something is hyperlinked and the mouse is over it)

Footer background color

Loading spinner color - Sometimes an image will take a moment to load. When this happens, the site will show a spinner animation in the center of the image to inform the user that something is happening

Site wide banner

Copy

Default - Free Shipping on Orders Over $50

Text color

Background color

Navigation colors

Header background color

Dropdown hover color

Hover color

Set up fonts if not using default font

Import the fonts that the brand wants to the assets folder - Navigate to Shopify → Online store → Click Customize in the Res.Theme → Assets > create asset,

Font for headings (such as: site title, navigation)

Upload in OTF format in 3 different versions (see note below)

NOTE!!! If you want to use your own font, you HAVE TO upload 3+ files, one is myfont.otf (or myfont2.otf), one is myfont-light.otf, and one is myfont-bold.otf (for 3 styles: normal & bold & light) within Assets folder

Font for Body (everything else)

Upload in OTF format in 3 different versions (see note below)

Import Branded Logo

Import Favicon (Small Icon used at top of web browser)

Size: 16px x 16px

Brand Logo

Size: 1024px by 1024px

Social Configuration

Social media icons to show and corresponding links

Facebook

Twitter

Google+

Youtube

Vimeo

Flickr

Instagram

Tumblr

RSS

Product Page:

Size chart toggle in res.theme setup

Background color of recommended products

Product description color

Product title color

Product title font

Product price font

Product price color

If you see the email you just added, Congrats! it worked

Onboard brand to how to swap out content, update collections, ETC (eventually this should be a recorded meeting)

Cart Messaging

Cart → Show “Cart Drawer Message”

Change to “We do not ship to P.O. boxes”

⁠

Screen Shot 2021-12-14 at 1.08.28 PM.png

⁠

SLA Setup

Add to Cart SLA

Product page → Enable One Messaging

MADE FOR YOU IN 2-3 WEEKS

⁠

Screen Shot 2021-09-16 at 2.22.43 PM.png

⁠

Order Confirmation Email SLA Update (ONLY IF BRAND HAS ALL PRODUCTS MADE TO ORDER OR ALL RESONANCE PRODUCTS):

Shopify → Settings → Notifications → Order Confirmation → Preview → Command F [Days] and [Weeks] → Find SLA in the email template in HTML and change to 2-3 weeks or current SLA

Document Suggestions to share during sync

Sync with Brand on New Theme

When complete, meet brand to show them their new site

Offer to brand to meet for an hour and customize live

Settings - 0% image spacing, 2 rows, 4 columns

Onboard Brand to:

Swap out homepage hero

Swap out product carousel

Swap out collection block

Collection page description and image

Update navigation

Collection management

Review suggestions

Send brand follow up email

Link to default content and dimensions

Link to product page defaults

Link to collection management page in brand onboarding notebook

https://coda.io/d/MAM-Couture-Working-with-Resonance-create-ONE_daq2xladiU1/Collection-Management_suMlU#Tags_tufhe/r1⁠

⁠

Set Up Google Analytics

1. ACCOUNT SETUP

Ask brand to setup GA

Hi (NAME),We would love to set up Google Analytics for your brand. Google Analytics gives you the free tools you need to analyze website traffic data for your business, so you can make smarter decisions based on user behavior. The first step here is to give us access by following the steps below:

1. In Google Analytics Click the Admin (settings gear icon) in the bottom left corner

2. Click Account User Management in the ACCOUNT column

3. Click on the plus icon in the top right corner and click add users

4. Add the

techpirates@resonance.nyc⁠

email address and select ALL of the following permissions: Edit, Collaborate, Read & Analyze, Manage Users

5. For more info on Google Analytics user permissions click

here⁠

⁠

We will follow up with a guide for Google Analytics when we complete the installation .

Add this checklist under brand’s page in Brand Success notebook

⁠

Screen Shot 2021-08-18 at 2.02.51 PM.png

⁠

In Resonance Google Analytics, Go to ADMIN view

Click “Create Account”

Type in Brand’s name in “Account Name” textbox

⁠

In Account Data Sharing Settings, checkmark “Technical Support” box

⁠

Click “Next”

2. PROPERTY SETUP

Set up Property Details

In “Property Name” textbox, enter name of property you want to analyze (if unsure, enter Brand Name)

In “Reporting Time Zone” section, select (GMT-4:00) New York Time

Click “Show Advanced Options”

Toggle “Create Universal Analytics Property”

Click “Create both a GA-4 & Universal Analytics Property”

Check “Enable enhanced measurement for GA-4 property”

⁠

3. ABOUT YOUR BUSINESS SETUP

Set up Business Information

In “Industry Category”, select shopping

In “Business Size”, select business size

⁠

Click “Create”

Accept Google’s Terms & Conditions

4. CREATE A DATA STREAM

After accepting the terms & agreement, the Data Stream setup will appear

Select the “Web” button

⁠

Input Website URL & Website Name

Toggle “Enhanced Measurement” button

Click “Create Stream”

⁠

5. PASTE GA-4 TAG CODE

Tagging Instructions set-up will appear after creating a data stream

Select “Add new on-page tag”

⁠

Copy the global site tag

Go to Shopify → Online Store → Theme → Customize → Edit code

Paste into the <head> section of the theme.liquid page in Shopify theme:

Go to theme.liquid page in Layout folder

Command F [Head]

Paste Global Site tag below the line that says <Head> (usually line 7)

Click “Save”

⁠

6. ADD UNIVERSAL TRACKING ID TO SHOPIFY

Exit out of Web Stream Details

Find Universal Google Analytics Code

Click “Admin” in bottom-left corner of page

Under “Property”, select the Universal Analytics Property (” Property Name UA - ###”)

⁠

Click on “Tracking Info” → “Tracking Code”

⁠

Copy the number under “Tracking ID”

⁠

Go to Shopify → Online Store → Preferences

Scroll down to “Google Analytics Account” & paste Tracking Code into textbox

Click “Save”

Checkmark “Use Enhanced Ecommerce”

Click “Save” (again)

⁠

7. ENABLE E-COMMERCE TRACKING IN GA

Go to Admin dashboard in Google Analytics by clicking “Admin” in lower left-hand corner

Click “Ecommerce Settings”

⁠

Toggle “Enable Ecommerce”

Toggle “Enable Enhanced Ecommerce Reporting”

Click “Save”

⁠

8. CHECK SHOPIFY & GOOGLE ANALYTICS

Click Home to see GA Dashboard

⁠

Check if GA dashboard is working properly

Navigate to Brand’s webpage

Go to GA dashboard at same time which should say “1” under Active Users

9. CREATE GOALS

HOW TO MAKE SURE GOALS ARE WORKING

Click “Admin” in bottom-left corner

Click “Goals” under VIEW column

Click “+NEW GOAL”

Goal Setup

Select Goal Category (template w/ pre-filled configuration, custom, or smart goal)

Click “Continue”

Goal Description

Enter name of Goal in “Name” textbox

Select Goal # & set in “Goal Slot ID” textbox

Select Goal Type

Destination - tracks when customer reaches specific webpage

Duration - tracks how long customer stays on specific webpage

Pages/Screens per session - tracks number of pages viewed by customer

Event - tracks site interactions (how many times a video is played, button is clicked, etc.)

Click “Continue”

Goal Details

IF DESTINATION GOAL:

Enter destination URL

Toggle “Value” if adding monetary value is applicable

click “Save”

IF DURATION GOAL:

Enter duration time to measure goal from

Click “Save”

IF PAGES/SCREENS PER SESSION GOAL:

Enter number of pages to measure goal from

Click “Save”

IF EVENT GOAL:

Enter Event Category, if applicable (name used to group objects that you want to analyze) (i.e. “Videos”)

Enter Event Action, if applicable (name the type of event or interaction you want to measure) (i.e. “Play”)

Enter Event Label, if applicable (more specific name for event) (i.e. title of video)

Enter Event Value, if applicable (assign a numerical value to a page object that is added together every time event occurs) (i.e. monetary value)

Click “Save”

⁠

I'd also recommend tracking the Thank You page URL as this will capture those that completed the checkout process as well. the URL to track this is /checkout/thank_you.

1. User Engagement Goal

Set up custom goal for users who viewed more than 3 pages in a single session

Goal Setup: Custom

Goal Type: Pages/Screens per session

2. Add to Cart Goal

Set up goal for when a user saves a product to the add to cart page

Goal Setup: Template → Engagement/Add to cart

Goal Type: Event → Category: Add to Cart

⁠

Screen Shot 2021-11-29 at 12.06.04 PM.png

⁠

3. Customer Checkout Goal

Set up goal to track when customer enters checkout

Goal Setup: Custom

Goal Type: Destination → /checkout/contact_information

⁠

4. Purchase Complete Goal

Set up goal to track when customer completes purchase

Goal Setup: Custom

Goal Type: Destination → /checkout/thank_you

⁠

Screen Shot 2021-09-15 at 2.50.59 PM.png

⁠

5. Newsletter Sign-up Goal (From Discoman GA account)

Set up goal to track when customer signs up for newsletter

Goal Setup: Template → Engagement/Newsletter sign up

Goal Type: Event

⁠

Screen Shot 2021-09-15 at 2.50.35 PM.png

⁠

6. Product Page Goal (From Discoman GA account)

Set up goal to track when customer viewed product page

Goal Setup: Template → Inquiry/View More

Goal Type: Event

⁠

Enter Event Category, if applicable (name used to group objects that you want to analyze) (i.e. “Videos”)

Enter Event Action, if applicable (name the type of event or interaction you want to measure) (i.e. “Play”)

Enter Event Label, if applicable (more specific name for event) (i.e. title of video)

Enter Event Value, if applicable (assign a numerical value to a page object that is added together every time event occurs) (i.e. monetary value)

Click “Save”

Required Goals Checklist 2

Required Goals Checklist 2

Goals

Setup

Destination URL

Done

User Engagement Goal

Custom → Pages/Screen → Greater than 3

Add to Cart Goal

Engagement → Add to Cart → Event → Category: Add to Cart Action: Click

Customer Checkout Goal

Custom → Destination

/checkout/contact_information

Purchase Complete Goal

Custom → Destination

/checkout/thank_you

Newsletter Sign-Up Goal

Engagement → event → Category: Newsletter Action: Sign Up

Product Page Goal

Inquiry/View More → Event Category: Product Action: Click

There are no rows in this table

⁠

10. SHARE WITH BRAND

Add info page to brand’s onboarding notebook

⁠

Screen Shot 2021-08-18 at 2.03.26 PM.png

⁠

Onboard Brand to Launch Styles

Reach out to brand with note

Launch styles meeting live 1 week before launch date so brand can launch their styles. Meet with brand and walk brand through launching style. Have brand Launch one style with you if necessary

Review Customer Touchpoints

https://coda.io/d/Dontay-Working-with-Resonance-create-ONE_d2NezW9BDd2/Customer-Touchpoints_suzEY#_lufVa⁠

⁠

Confirm existing warehouse integration

Tell brand about craft box shipping kit

Customize to late ONE email

Onboard brand to collection management

https://coda.io/d/Dontay-Working-with-Resonance-create-ONE_d2NezW9BDd2/Collection-Management_suRXa#Tags_tuICp/r7⁠

⁠

After the sync

Create discount code [BRANDNAMEONE] (i.e. BRUCEGLENONE) in Brand’s Shopify

Send brand sustainability copy and ecomm best practices

New Site Onboarding Checklist

Shopify Onboarding

Create a new Shopify Store

Configure store details

Configure shipping settings

Configure markets

Configure checkout settings

Select plan

⁠create.ONE⁠ <> Shopify Integration (Contact Will to set up, the instructions below are outdated)

Setup the res.Theme

Sync with Brand on New Theme

Set Up Google Analytics

Onboard Brand to Launch Styles

Archive

⁠
`create.ONE`⁠
<> Shopify Integration (Contact Will to set up, the instructions below are outdated)