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Create a New Store

 

Before You Build Your Store

DISCOVERY
Before you get started with a Pop-Up Store, it is crucial to determine if a Pop-Up is the best solution for your client and your business. Ask the right questions to get a good grasp on the scope of the project. The following is a list of questions to consider:

  • What is the goal of the Pop-Up? Will you be raising money?
  • Is this for an event? Is there an in-hands date?
  • Who is the purchaser? Is the purchaser also the end-user? 
  • What is the projected or goal sale amount?
  • Will you or your client handle distribution?

PRODUCT SELECTION
With a few exceptions, your clients will rely on your expertise in choosing the right items for their shop. Consider the price point, audience, and present a curated selection of items. Remember that depth is more important than breadth.

  • Low minimum quantity requirements help protect against not meeting supplier minimums.
  • Choose items with deep inventory to avoid backorders or delays.
  • Things happen! Have a backup plan for replacements in the case of inventory shortages.

TIMELINES
Set clear and reasonable expectations for the production and delivery of orders, so customers are not disappointed. You have probably heard of Murphy’s Law, so it is wise to add a buffer for those unexpected circumstances that could arise. Be sure to publish these timelines on the PopUp Store, preferably in multiple places so that there is no ambiguity.

  • What is the standard lead time for the items?
  • For apparel, what is the transit time for the blanks to arrive at the decorator?
  • How long will it take for you to process the bulk order and send POs?
  • How long will it take to process dropships?

PRICING
Account for all your costs when preparing to price. Your customer is paying for the convenience of not managing order collection and spreadsheets and gaining a channel for e-commerce. The following should be included in your pricing whether amortized/rolled in, itemized, or a combination of the two:

  • Art and or graphic services
  • Cost of technology
  • Kitting and/or fulfillment services
  • Shipping

PRODUCT IMAGES
There should be no surprises when a customer receives their ordered items. What they see should be what they get. Be sure to accurately depict the scale and location of any decoration on your mock-ups.

  • Use quality art and product images when creating your mock-ups.
  • Verify imprint areas and decoration methods before publishing mock-ups.

 

Tips When Building Your Store

HEADER TEXT AND SHORT DESCRIPTION: Use verbs like join, support, celebrate, or pre-order to spur your customer to action.

  • Celebrate our 10th anniversary with these limited-edition items!
  • Show your Pride and join the fight to end LGBTQIA+ youth homelessness!
  • Pre-Order Your Lincoln Tigers Gear Now! 

FEATURE IMAGE OR VIDEO: To maximize the impact of your feature image or video, consider the goals of your store and the target audience. A cool graphic works well for a more retail-like feel, but a group or action shot would be great for team uniforms. Thank your supporters or give a glimpse as to why you are fundraising by using a feature video.

  • Graphics – Be creative while respecting your client's brand guidelines and reflecting their brand identity.
  • Group or Action shots— High-quality photos are a must. If possible, use photos that mirror the brand colors reflected on the pop-up for a cohesive appearance.
  • Feature video – A personal message to your audience is the perfect use of this feature. Don't let a small (or non-existent) production budget discourage you. It does not need to be shot professionally to be impactful.

PRODUCT NAME – Unless the item is a retail brand and that brand name is a selling point, it is not necessary to include it in the products' name.

  • White Icon Tee
  • Red Monogram Performance Tee
  • Black Nike® Mascot Adjustable Cap
  • Red Yeti® 16oz Rambler w/ Slider Lid

PRODUCT DESCRIPTION: Marketing copy for your items is always a nice touch, but don't stress if you're not an expert copywriter. Include the most relevant text and details from the supplier or manufacturer, and be sure to include fiber content or materials, fit, and special features.

PRODUCT IMAGES: Provide images that show a clear view of the imprint. If there are multiple imprints, please include views of all of them, if possible. If there are visible features that are a selling point, include an image so your customer will know.

Taxes

If your organization will be building stores that accept payment, you will need to ensure that you are collecting the appropriate sales tax. Commercio is integrated with TaxJar to accurately calculate those taxes, based on the product category, state or province, county, and district.

State Sales Tax Nexus

In order to calculate accurate sales tax, you will need to select the applicable states or provinces in the Account Setting (PSA access only).

Also see Account Settings.

 

How to Create a New Store

There are 5 steps to creating a new store:

To begin the process, click on Create New Store, and follow the on-screen prompts.

Step 1: Editing Store Page Appearance

To get started, select Create a New Store in the top navigation menu and begin with Step 1.

  1. Enter your store’s name in the Name of this Store field.
  2. Enter the Header Text, which will appear at the top of the store’s page below the header bar. The character count is 55 characters. This will also appear on the access code page, if enabled in Step 2.
  3. Upload a logo for the store by clicking Upload and selecting a .png or .jpg file from your computer or device. The logo will appear on the store above the header bar. It will also appear on the access code page, if enabled later in Step 2: Store Description. The logo should be at least 100 pixels by 100 pixels.
  4. Add your Feature Image to the page by selecting Upload in the Upload Image section. The image should be 700 pixels wide and 466 pixels high and between 600kb and 1200kb. If the image your image exceeds these dimensions, you will have to crop the image in the popup window that will appear.
    • To use a Feature Video instead of a feature image, click Video and enter a YouTube or Vimeo link in the text box.
  5. Enter a Short Description of This Store in the text field, not to exceed 155 characters. The description will appear directly below the Feature Image or Video and below the Header Bar on the access code page if enabled.
  6. (Optional) If needed, enter a supplemental video link from YouTube or Vimeo in the Additional Video Link field. This will be displayed first in the gallery, if enabled.
  7. (Optional) If needed, in the Upload Gallery Images section, select Choose Files to select image files on your computer or device to be displayed in the gallery, if enabled.
  8. (Optional) If you will enable social media icons for shoppers to share a link to the pop-up shop in Step 2, the feature image or still of the feature video will be shared with that post. If you would like to include a different image, click Upload and select an image file to be shared in its place in the Upload Social Media Image section.
  9. Select the category of the store from the drop-down menu.
  10. In the Page Colors section, select your client's approved brand colors by entering the hex code in the text box or clicking the text box to use the color selector. Refer to the mockup on right for a preview.
  11. Select your Button text color. Use white text on dark colored buttons or black text on light colored buttons for high contrast and accessibility.
  12. Enter text that will displayed in the “About this Store" section of your shop in the Store Description field. Use the rich text editor to format as needed.
  13. Click Save and Continue.

 

Step 2: Enter Store Details

  1. Select your Store Type from the drop-down menu.
    • Sell Products and Accept Donations
    • Accept Donations Only
    • Sell Products Only
  2. Enter your store’s fundraising Goal Amount, if applicable. If you are not fundraising, enter 0.
  3. Enter the Store Contact Name. This is the contact person for customer inquiries.
  4. Enter the Store Contact Phone, which is the contact phone number that will appear: order confirmation screen and email
  5. Enter the Store Contact Email which will appear in order confirmation and Have a Question? section of the store.
  6. Determine if you will show prices and accept payment for your store by toggling the slider to enabled or disabled in the Price and Payments section.
    • If price and payments are disabled, you will then enter the maximum number of items a shopper is allowed per order in the Maximum Order Items field.
    • If a shopper’s cart has more than the allotted amount, when the shopper clicks Checkout they will receive the following message: "Maximum Number of Items in an order has been set to X. Please remove any extra items from your cart before proceeding."
  7. Determine if you will require an access code to enter the store.
    • No is the default,
    • To enable, slide the toggle to Yes, and enter the password or passphrase that shoppers will use for access. The access code is case sensitive, allows special characters and spaces, and has a limit of 50 characters.
  1. Enter the Store Page URL in the textbox after the organization domain.
  2. Determine if you want the store to be displayed on the organization’s marketing homepage by sliding the Store Visibility toggle.
  3. Determine Thermometer Visibility by sliding the toggle to Show or Hide
  4. Determine Gallery Visibility by sliding the toggle to Show or Hide
  5. Allow shoppers to leave visible comments on the store by sliding the Comments Visibility toggle to Show or Hide
  6. Determine if you want to display Facebook, Twitter, LinkedIn, or email share icons by sliding the Social Share Icons on Live Page toggle to Show or Hide.
  1. Select the Button Text for your store:
    • Show your Support
    • Make a Purchase
    • Pick your Gift

Step 3: Identify Store Funds Manager/Recipient

  1. Enter the contact details for either the person that is creating the store or the client contact in Store Fund Manager Contact Details.
    • Name
    • Email
    • Phone
  1. (Optional) If you will be issuing a check to your client or on their behalf when the store ends, please complete the Check Details and Mailing Address Information.
  2. If you are not able to enter details on Step 3, please confirm that you have Payflow Pro credentials in your account settings. You may need to contact your Primary System Administrator.
  3. If you need to complete these details later, select Skip this Step.
    • Note: you must complete this step to publish your store.

       

Step 4: Build Your Store

Add Products

The following will detail how to add products to your store.

  1. Enter your Product Name
  2. Enter your Product Details in the rich text editor field. Do not exceed 350 characters.
  3. Enter the Product Price. This field will only be visible on the store if the price and payments are enabled in Step 2
  4. Enter the Product Cost, which is the cost of the item to the main client contact. The product cost must be less than or equal to the product price. The cost must also be greater than zero.
  5. Enter the Product SKU. This will be included in the shopper’s order confirmation.
  6. Enter the Product Color.
  7. Select the Product Type
    • Physical Product
    • Virtual Product
  8. Select the Product Category from the drop-down menu.
  9. (Optional) In the Minimum Order Requirement field, enter the minimum number of items that must be ordered for this product to be processed/produced. If the minimum number of items is not met, this item will be canceled on those orders.
  10. Select the yes or no radio button to determine if the shop will allow personalization. If yes, enter the directive prompt that shoppers will see with the personalization text field/box in the Create Personalization Prompt.
  11. (Optional) If your product has different sizes for the shopper to choose from, check the Does your item require a size variation? box.
    • In the drop-down menu in the Option column, select the sizes that will be available for the product. The sizes will appear in the order selected. If you need to rearrange the order, click and drag the desired size variation to the correct order. To delete a size, click the corresponding x in the Action column.
    • If your item has different prices for different sizes, click Add Price Variations. Enter the corresponding price next to the size.
    • If your item has different costs for different sizes, click Add Cost Variations. Enter the corresponding cost next to the size.
  1. Upload at least one image in JPG, PNG or GIF format for your product. The image should be at least 570 pixels wide.
  2. Click Continue.
  3. Click Add New Items to repeat the process for additional items or click Continue.

 

Select Store Shipping Options

  1. Select the shipping options that will be available to the shopper at checkout:
    • Ship directly to purchasers
    • Pickup at central location
    • Either
  2. Select the estimated process time from store close to delivery to the shopper from the drop-down menu

Ship Directly to Purchasers

  1. Enter the shipping price per order. This can be set to zero.
  2. If adding extra shipping costs per item, enter the amount in the shipping price field. If not, enter zero.

Pickup at central location

  1. Enter the Central Pickup Details
    • Handling Per Order – $0 if you will not be charging a handling fee
    • Pickup Dates and Times
    • Location Name
    • Address 1,
    • (Optional) Address 2
    • Country
    • City
    • State
    • Zip/Postal Code
    • Additional Notes (Optional)
  2. Enter the Bulk Shipment Details
    • First Name
    • Last Name
    • Address 1
    • Address 2
    • Country
    • City
    • State/Province
    • Zip/Postal Code

Either

Complete the fields for shipping directly to the customer, central pickup details, and the bulk shipment details.

Step 5: Publish Your Store

To publish your store, both tasks in the Store Checklist must be completed.

Funds Merchant Details Approved?

To check the Complete checkbox next to “Funds Merchant Details Approved?” please complete the following:

  1. Click Add Merchant to go to Step 3, where you will add the Fund Merchant Details.
  2. Click Save and Continue.
  • If you are a store user, a system administrator will receive an email notification with a link to approve the fund’s manager details.
  • Any system administrator can log in and approve the funds recipient manager
    1. Log into Commercio
    2. Click Complete Setup on the task menu of the store that needs approval.
    3. Click Step 3
    4. If the Store Fund Manager Contact Details are approved, click Save and Continue.

Campaign End Date Set?

To select your store end date:

  1. Click Set End Date.
  2. Select the store end date on the calendar. The store end date cannot surpass 60 days (out.)
  3. Click Save End Date.

To edit store end date

  1. Click Change End Date.
  2. Select the new store end date on the calendar.
  3. Click Save End Date.
    • Note: The store end date can be edited even after a store has been published. Once a store has ended, it cannot be reopened, and the end date cannot be changed.

Helpful Tips

How to turn on Demo mode (Primary and System Administrators Only)

  1. Slide Demo mode toggle to On.
  2. When the demo mode disclaimer window pops up, click Great Let’s go.
  3. Click Publish Demo
  4. Click View Site to see the store’s page.
  5. To turn off demo mode, slide the toggle to Off.

How to Publish a Store

  1. Click Publish.
    • If the store checklist is not complete, you will not be able to publish.
    • If your store is in demo mode, you will not be able to publish.
  2. View Site.

Advanced Store Settings

Customer Additional Details

To collect additional information from customers at checkout, you can enable Custom Additional Details in the Advanced Store Settings.

  1. In Advanced Store Settings, click Edit.
  2. In the Customer Additional Details Section, slide the** Enable Custom Additional Details** toggle to Yes.
  3. Enter the prompt or questions in the text field.
  4. Determine if the shopper will be allowed to complete checkout without answering by selecting Required or Optional.
  1. In Advanced Store Settings, click Edit.
  2. Slide Enable Custom Footer to Yes.
  3. Enter the custom message in the rich text editor field.
  4. Click Save and Continue.

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