Hello, everyone, Thanks for joining us for the January 20, 2001 edition of what's new at Shopify. My name is Megan from the Shopify education team, and I'll be your host today, this month. I'm excited to have the opportunity to highlight a number of new releases since we last saw you, as well as we visit all of our local product features as we continue to deal with COVID restrictions and lockdowns around the world.
We'll chat through and demonstrate each of today's product highlights and why they can be important for your business. We want you to walk away from these sessions keen to apply the highlighted product features directly to your Shopify store. If you have any feedback to provide for us in order to help make these webinars an even better experience, please take a few moments to fill out the survey coming to you later today via email.
Before we begin, I want to go over a few housekeeping items. If you registered for today's webinar, you will receive an email with the recording following the event, which will also include the helpful links shared by your support advisors and the live chat today. Don't fret if you for any reason missed registration, we will also be sharing valuable. Next steps in our Shopify compass community forum.
Live chat is available throughout today's webinar. If and when you have any questions. A Q&A at the end today, so please don't hesitate to use the live chat with our Shopify support advisors so that we can get you the answers and resources to help move you forward. Let's unblock anything in your way today. So you can get into your Shopify admin and apply today's learnings.
Here's our agenda for today. We'll begin with the new products from the admin, followed by orders, as well as recap of the local features we've launched in response to the changing retail and e-commerce landscape. Today's session will empower you with the understanding to add these products and features to your store to start 2021 whether for your local or more distant customers.
So let's begin with our admin highlights today. Are you looking to find the answer to how well your Google Ads performed last quarter, your new contribution margin report in the finances section of reports and your admin has the answer available to select merchants now? This new report helps you understand the health of your marketing efforts on Google.
Do you know how much money your Google campaigns are bringing in? What about, after all of your marketing and product costs are taken into account? This report calculates that for you, by subtracting expenses related to Google ad spend and the cost of items sold from your net sales. How does this work, you ask to count as a sale, a customer must click on your ad, visit your store and place an order.
The money left over after subtracting all variable costs from net sales is what's referred to as contribution margin profit. This number does more than provide a snapshot of how healthy your marketing efforts are. It also shows you how much money you are generating from those efforts to offset your fixed expenses and turn a real profit. No spreadsheets and no back of the napkin math required.
To find this report, visit your analytica section, then go to Reports and finance. It is now available in beita to over 40,000 merchants. No action is required to get started. If you are not within the initial cohort for this release, make sure to connect your Google Merchant account in the marketing section of your admin, plus include the cost of item data on each of your products.
You will see this report in our next release coming soon. Start leveraging this report as soon as it's available to you to reduce the need to jump between browser tabs and windows to copy and paste information. You will be able to see Google ad spend inside of Shopify for the very first time with Shopify verifying how many sales actually came from Google, ads gain a better understanding of how close you are to profitability with this handy report.
A highlight on the orders front is the release of deferred payments. You can now place or fulfill an order and collect payment at a later date more easily by managing deferred payments in shopify, merchants selling products did not always have the ability to fulfill an order and capture payment afterwards. And Shopify. You were then forced to keep an order and a pending payment state and accept payment using another system, making it much more difficult. And time consuming to manage the transaction.
With deferred payments, you can now collect payment on any unpaid order directly in shopify, this allows you to accommodate flexible payment agreements that enable your customers to purchase products and pay at a later date. You can also easily follow up or send an invoice on any unpaid orders and send invoices or charge credit cards directly for orders that have been edited at any time.
To accept your deferred payment and shopify, you will need to have an order created, if not already living in your drafts of the Order section in your admin. The order will have the desired products and the customer profile attached Marcus, pending within the accept payment section, was chosen for this order because we have an accepted payment yet, but we want to create the order with the payment pending status.
We have fulfilled the order and we'll capture the payment afterwards when we go to collect payment, in this scenario, we will choose to send an invoice to our customer. You can also choose pay with credit card if you have the customer's credit card information ready to process payment. Start using deferred payments today. If you're already leveraging pending payment features, offered different terms to your B2B customers or accept payment in any other scenario after the order is placed or fulfilled.
Now, you can easily and confidently manage these pending transactions within a centralized place in Shopify. Accept payment seamlessly, post fulfillment at the time unique to your business through an invoice or credit card. Now, I'm excited to revisit everything we've launched to help merchants with offering your customers, local pickup and delivery.
A few of these features may be old news to some, but it's time to go back and ensure we all know what's available to you to support and offer the best local customer experience. With all of the changes. We saw in retail and e-commerce last year, merchants around the world have been required to adapt and find new ways to connect with customers. If you have a retail store fronts or now want to add a local pick up center, local pick up for online orders is available to merchants when applicable within the shipping settings of your store.
You can set up the option for customers to pick up their online orders at your retail store curbside or any location where you stock inventory to enable this feature, we need to begin by taking a step back to review a few prerequisites. First, you need to create your locations and decide the places you stock inventory, fulfill orders and sell products from.
There is location specific section within your admin settings. This is where you manage the number and naming convention of each location. And sure, they are easy to read and have the correct address information. This is what customers will see at checkout, so make it easy for customers to understand where to pick up their order. Open each location and check the box to fulfill online orders from this location for those you want to offer, pick up from.
Back on the location settings page, don't forget to set up or review your fullfillment priority. Inventory for each product, then needs to be stocked properly at each of the locations you created next, disable any other pick up apps you may have already downloaded to avoid any conflicts at checkout and for your fulfillment. Lastly, set staff missions is needed for staff packaging orders, they will require access to your Shopify admin or point of sale.
If you have any questions or need further assistance with these steps, please visit the Help Center link to follow in our live chat. Now you're ready to enable local pickup navigate to your settings and shipping and delivery under local pickup. You need to set up the local pick up. Option for each location that you want to offer local pickup. Click manwich beside the location that you want to enable.
You must have a location set up already before you can select it. Select this location offers local pickup. Under information at check-out changed the settings to meet your needs under order, ready for pick up notification, you have the option to enter, pick up instructions for customers. This is where you can specify any instructions or information related to pick up.
Such as four hours or a reminder to the customer to bring a copy of their order, confirmation, click Save. You need to complete these steps for every location that you want to offer, pick up from. After you enable the local pick up option, your customers can choose between ship and pick up in the delivery method section of your checkout.
When they select pick up, which defaults to free, they can choose the location where they want to pick up their order. Customers see the pick up. Option if all the products in their car are in stock eligible for pickup and the customer hasn't chosen an unsupported accelerated checkout method. Quick, tip a customer can't choose to have some items shipped to them.
And some items picked up on the same order instead, if you have this customer inquiry come in, you can suggest the customer place two separate orders. If you're using a theme that supports pickup availability, the customer can see whether a product is available for pickup before they add it to their cart. More to come on this shortly. Once an order is received, each pick up order requires a staff member to verify that each item is in stock Navigator orders section and the admin to identify the local pick up orders to fulfill.
After each item is verified, you can send a notification to the customer that the order is ready. Consider printing a packing slip to attach to the order as well. When a customer comes to get their order, you can make any edits as needed. If no changes are needed, you will now click. Marcus picked up. This will also mark the order is fulfilled, this signals to you and your staff that no further action is required.
As alluded to earlier, you can now show customers, whether a product is available for local pickup directly from the product page. This is supported and ready to enable on the debut theme, as well as several paid themes in the Shopify theme store. From each product page, a pick up availability section shows whether the product is available for pickup at one or more pick up location and the estimated time frame for pickup.
Another tip, this information appears on those products that are stocked at least one. Pick up location and have this is a physical product selected in the shipping section of a product, variants, details. From your Shopify admin, go to Products and all products, select the product, then go to variants and select a variant under shiping select.
This is a physical product and click Save another. Protip if you're using an older version of the debut theme, you can update your theme to show pickup availability on your store front automatically if pickup availability on product pages is not available. And your current theme and you would like for it to be visible, consider hiring a Shopify expert to help you add the section. One last item to touch upon within the set up of local pickup is the customization of your email notifications that are sent to these customers as part of local pick up emails are sent to customers automatically about the status of their order.
Customers who choose to pick up their order are sent three email notifications and order confirmation order ready for pick up and order picked up. If you haven't yet customized your order confirmation notification, you can find this within your settings, under notifications, click Order confirmation. In the email subject, fields enter a descriptive subject line.
In the email body section, you can do further customization if you have any knowledge of liquid. Shopify experts can also assist you here if you'd like to customize and currently lack those liquid skills. Hit, save. While we're in the notification section of your admin settings, you can also customize your order picked up notification click picks up for this one in the email subject fields enter a descriptive subject line.
And once again, if you have the skills and liquid, you can also edit this email message. Click save. The order ready for pick up notification, which is available for each location, was updated earlier when we were setting up each location. Refer back to your local pick up section within the shipping and delivery settings. Offering local pickup online is a great option for merchants looking to increase online order conversions by adding this information directly to product pages, you are empowering shoppers with more information at the right time of purchase.
Reducing ambiguity before adding to cart pickup availability complements the local pick up. Option at checkout to turn proximity into your most powerful selling feature. Local delivery for online orders is our next highlight. You can set up this feature. Now for those customers with a certain local radius of your locations to choose a checkout, a powerful way to stay connected to your community and increase local sales.
To proceed with setting up local delivery, you'll need to begin by following the initial steps, be covered for local, pick up earlier and review the eligibility requirements. I'll take a moment now to remind everyone. If at any time you have questions about the eligibility requirements of this or any other product feature, please don't hesitate to contact our Shopify support team. 24/7 All right.
So to set up local delivery, you need to enable the local delivery option for each location that you offer delivery from. You can offer delivery within a set distance from your location or for certain postal codes from your shop, if I admin go to Settings and shipping and delivery. Under local delivery, click Manage beside the location where you want to offer local delivery.
You must already have a location set up before you can select it. Select this location offers local delivery. Under-delivery area is one of the following methods to set a delivery area. Your first option is to set a delivery radius, you can select a unit of measurement and enter the maximum distance between your delivery location and where you want to deliver to.
The distance must be under 160 kilometers or 100 miles. Also choose whether to enable include neighboring states or regions. Your second method is by using postal codes, you can enter a list of postal codes up to a maximum of 3,000 characters to which you will deliver, separated by a comma and a space to include a group of postal codes at either an asterisk or a space after the initial characters to indicate a range of postal codes.
Now you will enter a delivery price. If you want to offer free delivery, then simply enter 0. Two optional fields below. If you only want to offer delivery on orders over a certain price, then you can enter that amount under minimum order price. Under-delivery information, you can enter a message to customers with details of your local delivery services to provide further context, such as delivery times or dates.
A few things to remember, if you're hitting a roadblock. You need to have inventory stocked at each delivery location and sure, your staff positions are correct. So that each person who is preparing items for delivery or working orders as delivery has access to your Shopify admin and test whether any of your third party shipping apps conflict with this new delivery method. If you previously set up local delivery by editing your shipping zones and rates, then you need to migrate your local delivery method.
Details on this migration process are available in our health center. As we discussed with local pickup, you can also customize your email notifications for local delivery, for local delivery specifically. You need to be aware of the order, confirmation and order delivered notifications both found in your notification section of settings.
The out for delivery and delivery notifications can be sent using the Shopify local delivery app. Now, let's take a moment to talk about this app, which is helping merchants make delivering local orders much more efficient. After you set up local delivery in your Shopify admin, you can then download the Shopify local delivery app from the Shopify app store. This helpful app lets you create delivery lists, map delivery locations and optimize delivery routes.
Consider also downloading the Shopify local delivery app for iOS and Android to manage all of your local deliveries. This app connects to the app and your Shopify admin. So you can give your drivers access to optimized routes for faster delivery times, access to directions, send notifications and updates delivery statuses while managing deliveries in real time.
This is for merchants of any size, whether you're running a fleet of drivers or simply delivering one yourself. After you receive an order for local delivery, you can begin to create delivery lists at additional orders and optimize your delivery routes. Here's another protest. And your staff members who will be using the app have permissions to orders, apps and to manage locations.
Create a delivery list by going into the app under local delivery location, select the location that you are delivering from. Next, you will add orders to your delivery list by viewing unassigned orders under the orders and delivery tab and adding these to your delivery list. From the route optimization section, you may customize the start and end of the route by default. These are set to the store location.
Whether you proceed with the default or choose to customize, your chosen locations will be used to calculate the delivery route and estimated delivery times. From within a delivery list, you can choose to optimize your delivery route. This map's the most efficient delivery route and rearranges the order sequence up to 100 stops, the app uses Google Maps to calculate the fastest delivery route using the time of day average traffic and number of delivery stops to optimize.
Review your details and click Confirm and save. After you create delivery lists, you can start delivery from the app, print the lists and route or share the list with the staff member or driver. So they can start a delivery. Protip optimize the delivery route before you start the delivery in case any factors change, and I'm so excited to announce that we have added local delivery support for multiple zones and price conditions.
You can now add up to five local delivery zones when delivering to your nearby customers to increase local sales and provide a great customer experience. Multiple delivery zones will permit you to set up different tiers, for example, if you have your first delivery zone for customers within 10 kilometers of your location and offered for free due to proximity, if you wish to also offer local delivery at a cost for a customer a little further away, let's say, between 11 and 20 kilometers, you can set up a secondary delivery zone.
To set up multiple delivery zones for your business, you will need to have completed the set up. We covered earlier for local delivery. Additional steps to take will be to navigate back to your settings of your admin, then go to Shipping and delivery skrull to local delivery and click on Manage to open the local delivery page. Towards the bottom of the page, click on Create.
The delivery zone. This is where you can name your delivery zone and determine the delivery radius to which you will deliver. You can also choose to set up your delivery area using postal codes or zip codes, set your minimum order and delivery price. And if you wish, you can also add conditional pricing by clicking on conditional pricing under-delivery information, you can type any other information that you want to appear in the order confirmation email sent to your customers.
For example, you can include your delivery times or day's repeat these steps for each additional zone you would like to create up to five. And once you've finished customizing your local delivery settings, click Save to complete the setup for any other locations where you want to set up local delivery zones. This feature was released earlier this month, so for those merchants who currently do or would like to order local delivery, easily set up your different delivery zones.
Now You can offer a great customer experience to your local shoppers while managing your costs more effectively by charging what you need for each zone. Now, who's excited and keen to get started, if you have any outstanding questions. We weren't able to address today, please start by visiting our Help Center. This is where you can learn more about all of these features, requirements and step by step instructions on how to apply what we discussed today to your Shopify store.
You can search in the help center, just like you would with Google, add your keywords and search away. If you need specific help for your unique business or weren't able to find what you needed in the help center, our support team is always available. 24/7 Find them via the link above and one final note from me today, I highly encourage you all to leverage one another's knowledge and experiences.
Join the conversation after today's webinar on the compass board and the Shopify community forum. Don't hesitate to bring your questions here as well. You can start your own thread or join the one specific to today's event. Talk soon. And have a great rest of your day.