Initial Settings

Initial settings

One of the simpler steps in setting up your store is to make sure you have the correct initial settings.

It's important that you make sure your store is set up properly and according to your needs.

It shouldn't take you more than 5-10 minutes.

Make sure you check the following settings: 

 

 

 

General Settings

Go to 'Settings' > Click on 'General'.

In this article you will learn about:


Storefront settings you need to know and verify

Store name - This will be visible in the browser tab, on the top left corner of your dashboard and in all email templates where your store name is a variable.

Admin account email - This is the address we will use to send you information such as invoice notifications.

Storefront email - Depending on the theme, it may be visible to your customers. In addition, it will be used in email templates where store email is a variable.

Phone number displayed for customers - Similar to the storefront email.

Bank name and account number - When you create email templates you will be able to use this information as variables. If you change your bank details, you only need to update this data in here.

shoplo-general-settings.png


Storefront settings you may like to know 

Store password protection - With this password, you can block access for customers while building your store. Learn more about this.

Additional tracking code - Here you can add your UA code and other scripts. You don't need to add it to the theme code. Learn more about Google Analytics.shoplo-general-additional-settings.png

Terms of business - Choose the pages where the Terms of Business and Privacy and Cookie Policy will be found. They will appear in the footer on the checkout page.

Additional clauses in checkout - Here you will find additional clauses that the customer will see on the checkout page, before confirming the purchase.

shoplo-terms.png

Regional Settings

Go to 'Settings' > 'Regional'.

In this article you will learn about:


Regional settings you need to know and verify

Time & language - Select the country you are selling and specify your time zone.

shoplo-regional-time-zone.png 

Currencies - Specify the default currency in your store.

If you want your customers to know the approximate prices in other currencies, add them here. A currency switch will appear in your store to help customers determine the price. Please note that in the store the transaction will be made in the main currency, other currencies only serve to give you an idea of the approximate price.

Value-added tax (VAT) - Check if the rates match the requirements of your country. If not, you can edit them.

shoplo-regional-currencies.png


Regional settings you may like to know 

Language versions - Depending on your subscription plan, you can create language versions of your store. Learn more about language versions.

shoplo-regional-lang-versions.png 

Order Settings

Go to 'Settings' > 'Orders'.

In this article you will learn about:


Order settings you need to know and verify

General order settings - Here you can set the order numbering, select whether the customer will be redirected to the cart after adding a product, select if comments should be added to order and activate customer accounts (this applies only to selected subscription plans).

shoplo-orders-settings.png 

'Thank You' page 

This is the place for additional scripts on the "Thank you for your order" page.
It's an ideal place for conversion codes.

shoplo-orders-thank-you-page.png


Orders settings you may want to know

Order status - Thanks to the order status tags, you can always keep track of your orders and keep customers informed. Learn more about order status.

shoplo-orders-status.png

Notifications settings

Notifications will help you manage your orders

Go to 'Settings'> Click on 'Notifications'.

You and your employees can receive notifications after the following events: 

Add or change the email addresses that will receive notifications by clicking on the small pencil icon. You can give multiple addresses, just separate them with a comma.

shoplo-notifications.png

Setting email templates

Email templates are used to send automated messages.

With email templates, you can inform your customers about the status of their orders.

In this article you will learn:


How to create an email template

Start by going to 'Settings' > Click on 'Email templates' > Click on '+Email template'.

shoplo-email-templates.png


How to connect your email template with a specific action

Go to 'Settings' > Click on 'Email templates' > On the section 'Link template with action', select when the message should be sent to your customers.

You can connect an email template with the following actions: 

1. Update order status - Learn more about statuses. For example, when you change the status to ready for dispatch, then the customer receives the message "Your order is waiting to be picked up by the courier"

2. Order confirmation - You can send a message confirming the order. This way your customer will know that the order was submitted correctly.

3. Abandoned cart - If the customer initiates the order process but fails to complete it, you have the opportunity to send that customer a message: 'Oops... something went wrong, click here, go back to your order and make a payment'. This feature is available in Advanced and VIP plans. Learn more about prices.

4. Order refund confirmation - After you confirm the refund in your dashboard, the customer will receive a refund confirmation.

5. User registration - The customer will receive a confirmation after they register in your store.

6. Order payment confirmation - The customer will receive a notification after the order status changed to 'Paid'.

7. Cancel order - If you cancel any order manually in your dashboard, the customer will be automatically informed.

 

 shoplo-email-templates-status.png 

One email template can be linked to more than one action. In this way, if it fits into two situations, you don't have to duplicate it.


Variables in templates

In the email templates you can use multiple variables, depending on the section they will be assigned. Please note that, in order to use the following variables in a template, they must be enclosed in brackets: "{" i "}", e.g. {shop_name}.

Email templates can be linked up to five actions:

Variables available when an order status changes

An email template can be linked to a specific order status. When you change the status of a particular order, the email assigned to it will be automatically sent to the customer.

List of variables that you can use in this section:

 {shop_name} Store name
 {shop_domain} Domain name
 {shop_address} Store full address
 {shop_street} Street
 {shop_number} Number
 {shop_city} City
 {shop_zip_code} Post code / Zip code
 {shop_country} Country
 {shop_email} Store email address 
 {shop_phone} Telephone
 {shop_fax} Fax 
 {bank_name} Bank name 
 {bank_account} Bank account number
 {order_number} Order number
 {sum} Total order amount
 {sum_with_currency} Total order amount including currency
 {payment} Selected payment method
 {delivery} Selected delivery method
 {order_status} Order status
 {order_date} Order date
 {order_note} Orde note
 {order_details_html} Order details in html
 {client_name} Customer name
 {client_first_name} Customer first name
 {client_last_name} Customer last name
 {client_shipping_address} Customer shipping address
 {client_invoice_address} Customer invoice address
 {tracking_company} *

Name of courier company to which the package was given

 {tracking_number} * Tracking number
 {tracking_url} * Tracking URL

(*) Works with the following integrations: Apaczka, DHL, DPD, E-nadawca, K-EX, Paczkomaty Inpost, Siódemka and UPS.

Variables available for order confirmation

This email will be sent when, at the time of placing an order, the customer selects a specific payment method.

List of variables available for this section:

 {shop_name} Store name
 {shop_domain} Domain name
 {shop_address} Store full address
 {shop_street} Street
 {shop_number} Number
 {shop_city} City
 {shop_zip_code} Post code / Zip code
 {shop_country} Country
 {shop_email} Store email address
 {shop_phone} Telephone
 {shop_fax} Fax 
 {bank_name} Bank name
 {bank_account} Bank account number
 {order_number} Order number
 {sum} Total order amount
 {sum_with_currency} Total order amount including currency
 {payment} Selected payment method
 {delivery} Selected delivery method
 {payment_link} *

Online payment link. If you choose your own payment method, this variable is empty

 {order_status} Order status
 {order_date} Order date
 {order_note} Order note
 {order_details_html} Order details in html
 {client_name} Customer name 
 {client_first_name} Customer first name
 {client_last_name} Customer last name
 {client_shipping_address} Customer shipping address
 {client_invoice_address} Customer invoice address

(*) Works for the following payment apps: Shoplo payments, Dotpay, PayU and TPay.

Variables available for an abandoned cart

This email will be sent to customers who added products to their cart, provided their email address but for some reason did not complete the purchase process. It can be configured to be sent 6 or 24 hours after the cart is abandoned.

Emails for the "abandoned cart" section are only sent in the Advanced and VIP plans.

List of variables available for this section:

 {shop_name} Store name
 {shop_domain} Domain name
 {shop_address} Store full address
 {shop_street} Street
 {shop_number} Number
 {shop_city} City
 {shop_zip_code} Post code / Zip code
 {shop_email} Store email address
 {shop_phone} Telephone
 {shop_fax} Fax 
 {bank_name} Bank name
 {bank_account} Bank account number
 {sum} Total order amount
 {sum_with_currency} Total order amount including currency
 {payment} Selected payment method
 {delivery} Selected delivery method
 {checkout_details} Listed products in the cart (product picture | title of product | quantity | price)
 {checkout_url} Checkout URL 

Variables available when an order is cancelled

Emails can be connected to an order cancellation. When the order is cancelled, the assigned email template will be sent to the customer.

List of variables available for this section:

 {shop_name} Store name
 {shop_domain} Domain name
 {shop_address} Store full address
 {shop_street} Street
 {shop_number} Number
 {shop_city} City
 {shop_zip_code} Post code / Zip code
 {shop_country} Store country
 {shop_email} Store email address
 {shop_phone} Telephone
 {shop_fax} Fax 
 {bank_name} Bank name
 {bank_account} Bank account number
 {order_number} Order number
 {sum} Total order amount
 {sum_with_currency} Total order amount including currency
 {payment} Selected payment method
 {delivery} Selected delivery method
 {order_status} Order status
 {order_date} Order date
 {order_details_html} Order details in html
 {client_name} Customer name
 {client_first_name} Customer first name
 {client_last_name} Customer last name
 {client_shipping_address} Customer shipping address
 {client_invoice_address} Customer invoicing address
 {tracking_company} * Courier company to which the package was given
 {tracking_number} * Tracking number
 {tracking_url} * Tracking URL
 {cancelled_at} Date of order cancellation
 {cancelled_reason} Reason of order cancellation

(*) Works for the integrations: Apaczka, DHL, DPD, E-nadawca, K-EX, Paczkomaty Inpost, Siódemka and UPS.

Variables available upon confirmation of payment

A message can be assigned to the payment confirmation action. It will be sent to the customer who will pay for the order online (this action will not work only if the customer makes a regular transfer to your store's bank account).

List of variables available for this section:

 {shop_name} Store name
 {shop_domain} Domain name
 {shop_address} Store full address
 {shop_street} Street
 {shop_number} Number
 {shop_city} City
 {shop_zip_code} Post code / Zip code
 {shop_country} Country
 {shop_email} Store email address
 {shop_phone} Telephone 
 {shop_fax} Fax 
 {bank_name} Bank name 
 {bank_account} Bank account number 
 {order_number} Order number
 {sum} Total order amount
 {sum_with_currency} Total order amount including currency
 {payment} Selected payment method
 {delivery} Selected delivery method
 {payment_link} *

Online payment link. If you choose your own payment method, this variable is empty

 {order_status} Order status
 {order_date} Order date
 {order_note} Order note
 {order_details_html} Order details in html
 {client_name} Customer name 
 {client_first_name} Customer first name
 {client_last_name} Customer last name
 {client_shipping_address} Customer shipping address
 {client_invoice_address} Customer invoicing address

(*) It works with the following integrations: Shoplo Payments, Dotpay, PayU and TPay.

Variables available for the confirmation of user registration 

 {shop_name} Store name
 {shop_domain} Domain name
 {shop_address} Store full address
 {shop_street} Street
 {shop_number} Number
 {shop_city} City
 {shop_zip_code} Post code /Zip code
 {shop_country} Country
 {shop_email} Store email address
 {shop_phone} Telephone 
 {shop_fax} Fax
 {link} Link to verify email address
 {client_first_name} Customer first name
 {client_last_name} Customer last name
 {client_name} Customer first name and last name

 Variables available for refund confirmation

 {order_number} Order number
 {sum} Total order amount
 {sum_with_currency} Total order amount including currency
 {payment} Selected payment method
 {delivery} Selected delivery method
 {order_status} Order status
 {order_date} Order date
 {order_note} Order note
 {tracking_url}* Tracking URL
 {client_name} Customer name
 {client_first_name} Customer first name
 {client_last_name} Customer last name 
 {client_shipping_address} Customer shipping address
 {client_invoice_address} Customer invoicing address
 {tracking_company} * Courier company to which the package was given
 {tracking_number} * Tracking number
 {refund_amount} Refund amount
 {refound_amount_with_currency} Refund amount inclduing currency
 {cancelled_at} Date of order cancellation
 {cancelled_reason} Reason of order cancellation
 {max_availability_time} Maximum return time

 


Sample content for email templates

We have prepared some content for several default templates. You can just copy them.

Order confirmation

Thank you for shopping at {shop_name}.

Your order number: {order_number}
Total order value: {sum_with_currency}

To pay for your order please make a transfer to our account:
{bank_account}
{shop_name}
{shop_address}
{shop_zip_code} {shop_city}
{shop_country}

We will notify you via email about any changes on the status of your order.

If you have any questions, call or write us at:{shop_phone}, {shop_email}

Regards,
{shop_name}

 

Information about abandoned cart

Hello,

Recently you started to place an order in our store for the following products:

{checkout_details}

Unfortunately, it looks like you didn't complete your order.

Don't let this opportunity disappear!
Click on the link below to finalize your order.

{checkout_url}

If you have any questions, please contact our customer service: {shop_email}

Regards,
{shop_name}

 

Payment confirmation

Hello, 

Thank you for completing your payment!

Order number: {order_number}
Total order value: {sum_with_currency}

We will notify you via email about any changes on the status of your order.

If you have any questions, call or write us at:{shop_phone}, {shop_email}

Regards,,
{shop_name}

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