This feature is only available for ShopKeep merchants on select pricing packages.

ShopKeep eCommerce: Advanced Topics

After your ShopKeep eCommerce Integration is set up, learn how to manage, market, and grow your online webstore. Organize products into categories, control where you ship orders, offer discount coupons, set up your store on an existing domain or WordPress site, customize emailed order notifications, advertise and sell products on sites like Facebook and Amazon, and offer webstore gift cards to online customers.

Table of Contents

Product Categories

Assign products to categories in ShopKeep eCommerce to help customers navigate the online store. Customers can click a category to view the products contained in it, allowing them to quickly find what they are looking for.

Not sure what type of categories to set up? Visit the Departments and Categories page in BackOffice to use your BackOffice department and category assignments as a guide.

  1. From the eCommerce Dashboard, click 'Catalog' and select 'Categories'.
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  2. Click 'Add Root Category'.
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  3. Enter a 'Name'.

    This name, the image from step 4, and the description from step 5 are customer-facing and will appear in your online store.

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  4. (Optional) Click 'Choose File' to upload a category image.
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  5. (Optional) Enter a 'Description' of the category.
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  6. Click 'Save'.
  7. Click 'Category Products', then select 'Assign Products to Category'.
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  8. Select products to assign to the category, then click 'Assign Products'.
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    Categories appear on the front page of the online store. Customers can click a category to view the products contained in it.

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Learn how to create subcategories, change the order in which categories appear, and learn about other ways to manage categories here.

Manage Shipping Regions

Set up a destination zone to restrict the regions to which the business will ship or deliver orders and control which shipping methods apply to each region.

If you ship to all 50 US states or to all of the US and Canada, skip steps 1 – 5 as these destination zones are set up by default for all online stores.

  1. From the eCommerce Dashboard, click 'Shipping & Pickup' and select 'Zones'.
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  2. Click 'Add New Zone'.
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  3. Enter a 'Name' for the zone.
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  4. Use the 'Add Country', 'Add Region', and 'Add State' buttons to add the countries, regions, and/or states to which you are able to ship or deliver.

    Only ship or deliver to specific ZIP or postal codes? Enter those in the ‘Zip/Postal Codes’ field, one per line.

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  5. Click 'Save'.
  6. From the eCommerce Dashboard, click 'Shipping & Pickup' and select 'Shipping & Pickup'.
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  7. Click 'Actions' and select 'Edit' for an existing shipping method.

    For help setting up shipping methods, visit our ShopKeep eCommerce setup article.

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  8. From the 'Shipping Region' drop-down, select the destination zone you are able to ship or deliver to for the selected shipping method.
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  9. Click 'Save'.
  10. (Optional) Repeat steps 1 - 9 as needed to restrict shipping regions for other shipping methods.

Need additional help? Learn more about managing destination zones and shipping methods here.

Online Discount Coupons

Increase sales and build customer loyalty by offering Discount Coupons in ShopKeep eCommerce for your online store. Customers can enter a coupon code at checkout to get a discount on their purchase. Learn how to add Discount Coupons to your store below.

  • ShopKeep eCommerce Discount Coupons are online-only and cannot be redeemed in person using the ShopKeep Register app.
  • This feature requires an upgraded ShopKeep eCommerce plan. For information on upgrading, visit our ShopKeep eCommerce setup article.
    1. From the eCommerce Dashboard, click ‘Marketing’ and select ‘Discount Coupons’.
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    2. Click ‘Add New Coupon’.
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    3. Enter a name for the coupon.

      Coupon names cannot be seen by customers.

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    4. (Optional) Edit the randomly generated code.
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    5. Click the dropdown menu and select a discount option.
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      Discount | A fixed value (e.g. $10 off) or percentage (e.g. 15% off) discount.
      Free shipping | No additional charge for shipping.
      Free shipping + Discount | No additional charge for shipping, and either a fixed value or percentage discount.

    6. From the dropdown menu, select ‘$’ for a fixed value discount or ‘%’ for a percentage discount, and enter a discount value.

      If ‘Free shipping’ was selected in the previous step, skip this step as the dropdown will be disabled.

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    7. Click ‘Save’.
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    8. After creating a discount, learn how to add restrictions, modify and delete discounts, manage discount coupons, and more here.

    Use Your Own Domain

    If you own a domain name, connect it to ShopKeep eCommerce so customers can visit that domain to access your online store. Once setup is complete, your online store will be available to customers at the domain specified via a secure HTTPS connection encrypted by an SSL certificate.

    1. From the eCommerce Dashboard, click 'Website'.
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    2. Click 'Change Address'.
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    3. Under 'Use your own domain name', enter a domain to use for the online store.

      This must be an existing domain owned and managed by your business.

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    4. Copy or make note of the IP address listed in step 2 of the prompt.

      This will be used later and will need to be entered into the registrar for the domain during step 7.

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    5. Click 'Save'.
    6. Log into the control panel for your domain registrar.

      Don’t know who the registrar is? Look it up here.

    7. In the domain registrar's control panel, create an A record for the domain entered in step 3.
    8. Create a CNAME record for your domain using 'www' as the name or alias.

      For help for steps 7 and 8, contact your domain registrar for support.

    9. Wait 2 hours for all changes to be applied.

    Need additional help? Learn more about connecting a domain name here.

    WordPress Plugin

    Businesses using WordPress for their website or blog can install a WordPress plugin to add their ShopKeep eCommerce online store to the WordPress platform.

    1. Click here to find and download the online store WordPress plugin of your choice.
    2. From the WordPress Admin page, click 'Plugins' and select 'Add New'.
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    3. Click 'Upload Plugin'.
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    4. Click 'Browse' and select the .ZIP file downloaded in step 1.
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    5. Click 'Install Plugin'.
    6. After the plugin is installed, click 'Activate Plugin'.
    7. On the WordPress side menu, click 'Online Store' and select 'Setup'.
    8. Click 'Connect' and follow the prompts to assign your online store to WordPress.

      A new ‘Store’ page will be added to WordPress, from which the online store can be accessed, after completing this step.

    Learn how to add products to other WordPress pages and about other ways to manage the online store in WordPress here.

    Edit Existing Orders

    Edit a customer’s order to fix any mistakes they made when placing it. The customer’s email, address, shipping details, payment method, and order products can all be modified as needed.

  • Order edits made in the eCommerce Dashboard do not sync to the ShopKeep Register app via the eCommerce online ordering feature.
  • This feature requires an upgraded ShopKeep eCommerce plan. For information on upgrading, visit our ShopKeep eCommerce setup article.
    1. From the eCommerce Dashboard, click ‘My Sales’ and select ‘Order Editor’.
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    2. Select the order that needs to be edited.
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    3. Click ‘Edit’ to edit a specific section or product or click ‘Add product’ to add new products to the order.
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    4. Click ‘Save changes’ or ‘Add product’ to save changes made.
    5. If the order total changes, charge or refund the customer the difference.

      Refunds and additional charges must be manually processed outside of ShopKeep eCommerce.

    6. If adding, removing, or changing the quantity of products, manually update the quantity of each item in BackOffice to reflect the correct amount left on hand after editing the order.

      Editing products on an order will not automatically update the quantity on hand of those products in ShopKeep eCommerce or BackOffice.

    Learn more about editing orders, such as how to remove products, here.

    Sell on Facebook, Instagram, and Amazon

    Sell the products in your online store on Facebook, Instagram, and/or Amazon to open up new sales channels and reach more customers.

    This feature requires an upgraded ShopKeep eCommerce plan. For information on upgrading, visit our ShopKeep eCommerce setup article.

    Facebook

    To be able to sell products on Facebook, you must:

  • Have a published Facebook page for your business and be an admin for that page
  • Sell products that comply with Facebook’s commerce policies and guidelines
  • Have the default currency for your store supported by Facebook
  • Sell products that can be shipped and are not free
    1. From the eCommerce Dashboard, click 'Sell on Facebook'.

      If you already have a ‘Shop’ section on the Facebook page for the business, connecting an online store will overwrite all existing products in that section.

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    2. Click 'Connect Facebook Page'.
    3. Select the Facebook business page where you will sell your products, then click 'Save'.
    4. Follow the prompts to accept the Merchant Commerce Terms for Facebook.
    5. Follow the steps here to learn how to sync and list products on Facebook, how customers place orders, and how to process Facebook orders.
    Instagram

    To be able to sell products on Instagram, you must:

  • Connect Facebook to your online store.
  • Have your business based in one of these countries.
  • Download the latest version of the Instagram app.
  • Have an Instagram account set up as a business profile.
    1. From the eCommerce Dashboard, click 'All Sales Channels' and select 'Sell on Instagram'.
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    2. Click 'Connect Instagram'.
    3. Log into your Instagram account.
    4. Follow the steps here to learn how shopping works on Instagram, how to enable product tagging, and how to tag products in Instagram posts.
    Amazon

    To be able to sell products on Amazon, you must:

  • Have a Professional Amazon Seller account
  • Sell products in Amazon-approved categories
    1. From the eCommerce Dashboard, click 'Apps' and select 'App Market'.
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    2. Search for the app 'Codisto LINQ' and select it from the results.
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    3. Install the 'Codisto LINQ' app.
    4. Follow the steps here to set up the app, log into Amazon, and enable products for sale on Amazon.

    Advertise on Facebook and/or Google to get more exposure for your products and business and drive sales to your online store.

    Before advertising on Facebook, you must connect a Facebook account to the online store.

    1. Follow the steps here to create and install the Facebook pixel.

      The Facebook pixel tracks who visits your online store from Facebook, allowing for better targeted ads.

    2. Follow the steps here to create an ad campaign, ad set, and ads.
    1. From the eCommerce Dashboard, click 'Marketing' and select 'Google Ads'.
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    2. Click 'Enable'.
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    3. Follow the prompts to set up a Google ad campaign.

    Customize Email Notifications

    Email notifications are fully customizable automatic emails that are sent to the Business Owner or customers to update on important events that happen in the store. Automatically send order confirmation notifications to customers, receive notifications when an order is placed or changed by a customer, when an item’s quantity is getting low, and more.

    This feature requires an upgraded ShopKeep eCommerce plan. For information on upgrading, visit our ShopKeep eCommerce setup article.

    Customer & Admin Notifications

    Customize the content of notification emails sent to the Business Owner or customers.
    By default, the Business Owner email address receives an email notification when an order is placed, and when stock is running low for an item.

    1. From the eCommerce Dashboard, click 'Settings' and select 'Mail'.
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    2. (Optional) Click to disable or enable specific email notifications.

      All notifications are enabled by default.

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    3. Click ‘Edit’ next to the email notification you want to customize.
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    4. Read this detailed guide to learn more about editing the email notification templates and how to customize the email content.

    Mail Settings

    Customize the email address customers receive email notifications from, the email address(es) that receives business owner email notifications, and add a logo to display on all customer notifications.

    1. From the eCommerce Dashboard, click 'Settings' and select 'Mail'.
    2. Scroll to the ‘Mail Settings’ section, then click ‘Change’.
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    3. Edit the email address(es) you wish to change.
      • Edit ‘Store email’ to change the email address customers see on received email notifications.
        (Optional) As well as an email address, add a ‘From name’ to add a name to email notifications customers receive.
      • Edit the ‘Send admin notifications to’ email to change the email address(es) that will receive Business Owner email notifications.
        Receive email notifications to multiple email addresses by adding more, separated by a comma.
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    4. Click ‘Save changes’.
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    5. To receive a copy of all customer notifications, click to enable.

      When disabled, the business owner will not receive any email notifications customers receive.

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    6. Click ‘Upload Logo’ to browse your computer for an image file to use as your logo for mail notifications.

      Logo settings save automatically after a file is selected.

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    Online Gift Cards

    With ShopKeep eCommerce gift cards, you can sell webstore-only gift cards in your online store that customers can redeem online for merchandise.

  • ShopKeep eCommerce webstore gift cards are online-only and cannot be purchased or redeemed in person using the ShopKeep Register app. ShopKeep integrated gift cards are in-store only and cannot be purchased or redeemed online in your webstore.
  • Orders where eGift cards are purchased or redeemed do not sync to the ShopKeep Register app via the online ordering feature and must be processed from the eCommerce Dashboard.
  • This feature requires an upgraded ShopKeep eCommerce plan. For information on upgrading, visit our ShopKeep eCommerce setup article.
    1. From the eCommerce Dashboard, click 'Catalog' and select 'Gift Cards'.
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    2. Click 'Create Gift Card'.
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    3. To enable gift cards for sale immediately using the default settings listed, click ‘Create Gift Card’. To modify gift card values, descriptions, and settings before starting to sell gift cards, click ‘Change Settings’.
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    Learn how customers purchase and redeem gift cards, how to manage sold gift cards, and read answers to frequently asked gift card questions here.