With eZo successfully installed inside your HubSpot portal you are now ready to start setting up your store and begin styling the products you wish to sell.
This short guide will aim to give you a high-level overview of the key steps you need to take, however, please be advised that we will be creating more in-depth videos covering every aspect of eZo in the not too distant future...
Once the Installation process is complete, please navigate to the Marketing/ Website/ Website Pages section of your HubSpot portal where you will see that seven new pages have been created during eZo's installation process:
The eZo Admin Portal is where it all happens and where you will go to set up products, view orders and basically do anything you need to do in terms of running your new eZo Store. It is therefore important that you spend some time getting to grips with the portal and learning how each element works.
All eZo pages will be unpublished when the installation process runs inside your HubSpot portal with the exception of the eZo Admin portal. This means that to enter the Portal all you have to do is VIEW the page and Enter the Password you set during the installation process.
We would advise that you enter the portal at the beginning and try to get everything set everything up first before you move on to publish any of the other pages.
We would recommend that you take the following steps to set up your store:
An example of this could be if you decide to move from selling Digital only products to Physical products. In this instance you could be selling products without any Shipping details set up in advance. Unpublishing products in this scenariou is therefore a good safety valve and will allow you time to review your products and make sure everything is set up properly before you publish your products again.
• Limited Availability Options
Turn this option on if you would like an Alert to be displayed in your shop if stock levels fall below the 'Low Stock Indicator' level for a product (this is set for each individual product in the product section).
• Out of Stock
eZo provides various options when an item of stock. These include:
- Remove Out of Stock items from the store
- Show an Alert that the item is out of stock and remove the buy button
- Show an Alert but still allow customers to go ahead and purchase the item
- Remove the buy button and provide no alert
- Do nothing and allow purchases as normal
Whilst it may appear counter-intuitive to allow customers to buy items that are out of stock, there may be times when you are waiting on a delivery within a matter of days and therefore would like the ability to continue selling your products.
Please note, for obvious reasons these options are not applicable when selling Digital Products.
• Pricing Options
These options provide additional flexibility in terms of the logic relating to when customers can purchase from your store. Instead of closing your entire store and sending people to a 'We Are Closed' message you may instead decide to simply remove the pricing from the product page. This will remove the Buy Button and customers can see the product but not actually add it to their cart.
You can also decide to apply this logic if an item becomes out of stock.
Having completed each of these options and styled your shop pages as you would like them to appear on your website, you can now:
The last step left to complete is to Open Your Store by visiting the Settings section inside the eZo Admin Portal.
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!
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