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Winter '09 Getting Started Checklist

The following checklist provides new merchants a prioritized store setup guide. Each step is categorized as required, recommended or optional.

Step-by-Step Priority Key

Steps Required Recommended Optional
Step 1: Store Settings • Configure company settings
• Activate shipping settings
• Configure tax settings
• Set payment methods
• Payment gateway registration/configuration
• Currency configuration
   
Step 2: Email Settings • Set up email accounts (whether with Volusion or a third party) and fill out email fields in Settings >> Company of your admin area   • FTP account setup
Step 3: Design • Set up store logos
• Choose a store template
• Update your site content with your company information  
Step 4: Categories, Products & Options • Create categories
• Create products
• Set up product options (if applicable)
  • Importing and exporting
Step 5: Marketing • Search engine optimization • Create sales promotions/coupons • Create email newsletters
• Setup MyRewards
Step 6: Advanced Marketing  • Submit your sitemap to Google • Market products with AdWords
• Market via MySpace or Facebook
• Register with Google Base
• Blog your store
• Using your store’s Affiliates system
Step 7: Placing Orders • Placing orders on your store    • Set up the Point of Sale System/Place orders
Step 8: Reporting & Analytics   • Sign up with Google Analytics
• Register for a Google Webmaster Tools account
• Register with more advanced, paid analytics services
       
 

Ready to get started? The following sections of this manual will describe each of the above steps in detail and help you establish a greater comfort level with the software.