Getting Started

With eZo successfully installed inside your HubSpot portal you just have a few more steps in order to link everything together. This step by step guide will give you a high-level overview on the key steps you need to take, however, please be aware that we will be creating more in-depth videos covering every aspect of eZo in due course.

Step 1 ‐ Log In To Your HubSpot Portal

Navigate to the Website pages area of your HubSpot portal where you will see six new pages:

  1.  eZo Product Page
  2.  eZo Product Listing
  3.  eZo Shopping Cart
  4.  Success Page
  5.  Categories Page
  6.  eZo Admin Portal

We will now click to edit each of these pages in turn.

Step 2 ‐ eZo Product Page

  1. Click on Edit page
  2. Select the Settings tab, Scroll Down and Click on ‘Advanced Options’
  3. Under the HubDB option select the ‘eZo-Products’ table

eZo Product Page - Connect HubDb

Please Note when you have your eZo portal set up and your products added, please remember to come back and Publish this page.

Step 3 ‐ eZo Product Listing Page

  1. Click on Edit page
  2. Select the Settings tab, Scroll Down and Click on ‘Advanced Options’
  3. Under the HubDB option select the ‘eZo-Products’ table

Please Note when you have your eZo portal set up and your products added, please remember to come back and Publish this page.

*only the eZo Product page and eZo Product Listing page need to be connected to HubDB tables.

Step 4 ‐ eZo Shopping Cart

Remember that when you are ready to go live you will need to Publish this page.

Step 5 - Success Page

This is the Success page a customer will be taken to once they successfully purchase an item in your store. You will need to Style this page accordingly and Publish it once you are ready to go live.

Step 6 - Category Page

The Category page is simply a listing page for any Categories you set up in your store. Style it as you would like it to appear and Publish when your store goes live.

Step 7 ‐ eZo Admin Portal

Click EDIT and then PUBLISH this page.

Setting Up Your eZo Portal

Having completed each of these steps you can now click to VIEW the eZo Admin Portal page.

You will now be asked to enter the Password you set during the Installation process.

Welcome you are now inside your eZo Admin Portal where you can begin to set up your store.

Suggested Steps

We would recommend that you take the following steps to set up your store:

1. Contact Details tab
  • Enter your Store’s Contact Details 
2. Account/ Account Preferences tab
  • Complete each of the steps on this page, especially the Physical or Digital option as this will make several changes throughout your eZo Portal.
3. Financial/ Invoicing
  • Decide if you would like to enable invoicing/receipts
4. Financial/ Stripe
      • Authenticate your Stripe account with eZo
      • Make sure to do this before you set up Products inside eZo
      • If you don’t have a Stripe account clicking the option to Authenticate with Stripe should also allow you to complete Stripe’s Set Up process
      • As long as you have authenticated your Stripe account with eZo you can still continue to set up your eZo store whilst you finish off any of Stripe’s set up processes although it would not be wise to publish your Store/Cart until you can actually collect payments through Stripe.
5. Order Preferences
  • Complete your preferences
6. Order Notifications
  • Decide which emails your would like to enable and customise as required
8. Shipping
  • Complete your Shipping Set Up with the Shipping Zones, Shipping Options and Delivery Options
  • This will generate a Shipping Rates table for you to complete 
9. Products
  • Click on the Products Tab on the left hand side bar
  • Select “Add Products” and fill in all the required information in order to set up your product.

Launching Your Store

Having completed each of these options and styled your shop pages as you would like them to appear on your website, you can now:

  1.  Publish the eZo Product Page
  2.  Publish the eZo Product Listing Page
  3.  Publish the eZo Shopping Cart
  4.  Publish the Success Page
  5.  Publish the Category Page

The last step left to complete is to Open Your Store by visiting the Settings section inside the eZo Admin Portal.

eZo Store Opening

Once you toggle this switch, eZo will make a few essential checks such as you have at least one product published in your store, you have at least one Shipping Zone set up (if you are physical store) and your portal is connected to Stripe. Assuming all the checks are OK your products will now appear online on your new eZo store.

Enjoy eZo & Happy Sales!

 

eCommerce For HubSpot CMS

Runs inside HubSpot

Smooth Shopping Cart Experience

Fully integrated with Stripe

No Coding Required

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We're Nearly There!

eZo is currently in private beta for a short time as we iron out any wrinkles before launch. If, in the meantime, you would like to sign up to our Beta Programme, please click the button, fill in your details and we will be in touch.