How to Setup Two Factor Authentication with Shopify

Shopify has recently rolled out Two Factor Authentication (TFA) on its stores.  What two factor authentication allows you to do is make your Shopify store even more secure by requiring two pieces of information to successfully log in.  You can enable two factor authentication on a user by user basis so if you manage the Shopify store and have employees working for you, you could use TFA on your account that you use to manage the store but not require your employees to use it.

How Does TFA work

Two Factor Authentication works by using your username and password that you have for your Shopify store and asks for a second piece of information to authenticate who you are through either using the Shopify Authentication App or by having Shopify send an SMS (text) message to your mobile device.  Once you recieve this authentication code or “auth code” as its commonly referred you enter it and are able login and use Shopify.  Keep in mind that the auth code will expire and you will need to enter in new auth codes which is part of the reason that this is such a secure option to use if you are looking for more security on your Shopify store.

How do I Enable Two Factor Authentication

In order to use TFA you will need to first login into your Shopify store and go to Settings  >>  Account and look for your name just like I did on my name below and click on it.

Shopify 2 Factor Auth 01

Once you click on your name you will be taken to a screen and if you scroll down a bit you will notice the “Two Step Authentication” section and the option to enable two-step authentication.  When you do click this button you will notice a pop up box appear that will ask you for your username and password to your Shopify store.

Shopify 2 Factor Auth 02

 

When you click on “Enable two-step authentication” you are presented with two options SMS Delivery and Authenticator App.

Shopify 2 Factor Auth 03

If you choose the SMS Delivery option you will be asked to enter your mobile phone number and confirm with a six-digit code you receive on your mobile phone and when you confirm an auth code will be sent to your phone to complete two factor authentication.

Shopify 2 Factor Auth 04 - SMS

Once you click “Send code” you will receive a text (SMS) message to your phone with a 6 digit code to enter (as seen in the screen above).  When you are finished you will notice that two factor authentication has been setup along with information about the code delivery method, Status and links to the recovery code should you ever need them.

Shopify 2 Factor Auth 05

Now when you log into your Shopify store you will be prompted for an authentication code every time you go to login making your Shopify store even more secure.

Shopify 2 Factor Auth 06

Check out Timber – Shopify’s Theme Framework

Timber-Framework

Shopify has just done something that makes it easier for most of us out there looking to run and customize our own themes for Shopify.  They release a framework called “Timber”.  The Timber front-end (theme) framework is perfect for the following reasons…

  1. It’s built for all devices
  2. It’s documented
  3. It’s customizable

Now Shopify does a pretty great job of being customizable right out of the box (so to speak) but Timber takes it that extra step and the heavy lifting.  Traditionally to proficiently customize a Shopify store you had to know how to code using Shopify’s liquid templating language.  “Yikes!!!” is all that comes to mind if you are a beginner without programming skills.

Check out Timber today at their GitHub website today and download the Timber Theme and get ready to have some fun customizing your own theme.  Stay tuned for some Timber related tutorials to help you get up and running and using this framework on your Shopify store soon.

App Review: Fraud Filter for Shopify

Fraud Filter App 01

 

I was recently reading an article on risk analysis that had a lot of great points on how to track suspicious orders received in Shopify.  In that article it mentioned an app called “Fraud Filter” that was created by Shopify.  The purpose behind the app is to allow you to develop filters to monitor for fraud or cancel orders when a specific set of conditions are met with an order.  So let’s take a look at this app in action and what you need to do to start using it in your Shopify store.

Fraud Filter App 02As you can see in the screenshot above, you have a lot of options to develop your own rules for tracking fraud on your Shopify store including the ability to re-stock the inventory, sending a cancellation email and refund a transaction.  There are more options then I can list in this article but needless to say if you want to track and monitor suspicious orders you have the ability to to use any information collected from a sale on your Shopify store.

In the end, these rules will help you to better manage fraud in an automated way dependent on the criteria you want to use whether you are looking to track suspect IP Addresses or email aliases or a particular name or set of names.

How to Enable Responsive Checkout in Shopify

This article was originally published on ShopifyMadeSimple.com, a sister-site of Website-Experts.ca.  Feel free to stop by and check out our articles about how to setup, use and customize Shopify.

It was recently released by Shopify that they had just rolled out their responsive checkout.  So first what is it? What is a responsive checkout and why should you care?  Well, its a checkout system that will allow your customer to buy from your Shopify store regardless of what device they are using.

Note: If are setting up a Shopify store for the first time this is going to be automatically enabled to use right away.  However, if you already have a Shopify store setup and running then this well be an option when you log into your shopify store.

Responsive Checkout - Shopify

So if you are logging into your Shopify store you are probably seeing something like this (look at the screenshot above).  You can either choose to preview it first before enabling it and when you are comfortable you can click the “Upgrade Now” button.  What I like is that once you are upgraded you can choose to downgrade to the regular checkout if you need or simply want to.

Responsive Checkout Shopify 2

Regardless of if you choose to upgrade to the new responsive checkout or stay with the original legacy checkout you will still be able to take orders from your customers in Shopify.

How to hand over a Shopify Store to your Client

I decided to write this for those of you snooping around Website-Experts.ca looking for tips and tricks to make your client’s Shopify store’s even more amazing.  Shopify recently released its “Merchant Handoff Kit” for designers and developers who are delivering Shopify stores.  When you are handing over any website a lot of loose ends need to be tied up and this kit helps you and your client do just that.  You’ve got to give it to the team at Shopify for creating this as they are clearly putting customer success ahead of just selling an e-commerce solution.

So what does this wonderful kit contain anyways?

  • Its a template that allows you to brand yourself as a Shopify partner
  • It contains a lot of beginner tutorials like product creation and management, collections, orders and more
  • Links to various Shopify resources to help your clients run there Shopify store

If you are interested in downloading this for a project you are completing for a client of yours, you can download it here.

How to use Collections in Shopify

For those of you that are new to Shopify, Collections are a way to group products together on your Shopify store and are basically categories in Shopify.  The name may confuse you as to what they are but they are logical groups of products in Shopify (aka categories).  So now that we’ve got that out of the way lets talk about their use in Shopify.  Strolling through the “Collections” page on your Shopify store you’ll see some standard settings like Title, Description, Featured Image and than you get to “Conditions” and this is actually something that is very interesting.

Shopify-Collections-01

 

You can either choose to manually select products (boring) or automatically select products (to be included in your collection) based on conditions which is very cool and a time-saver, to say the least.  Keeping in mind, that you can set the condition look for the product type, product title, product vendor, product price, product tag, compare at price, weight, inventory stock or variant’s title of a product along with operators like “is equal to”, “starts with”, “ends with”, “contains”, “is greater than”, “is less than” you can setup a condition that looks for new products to add to collections and customize the logic that Shopify uses to add these products to your Shopify store’s collections.  You can also have more than one condition associated to a collection and have all products meet the conditions you’ve setup or any of the conditions to get added to a Collection on your Shopify store.

Shopify-Collections-02

 

The next thing that you can do on a collection is to add SEO characteristics like page title and meta description along with URL & Handle.  Also you can schedule when the collection is going to be published or choose to keep it visible or hidden.  Collections can be very useful based on the fact that you can automatically add products to your collections and makes Shopify very useful to run your online business.

How to integrate Shopify and Pinterest using Rich Pins

Shopify just released that they’ve partnered with Pinterest to offer Rich Pins on Shopify stores.  You can read more about it here on Shopify’s blog but I just wanted to how it works and how you can get this feature working on your Shopify store.

Here is what you need to know about using Rich Pins on your Shopify Store

  • You need a Pinterest business account; personal accounts don’t qualify for this feature.
  • Currently the Rich Pinning feature is only available on stores created after April 2014.  If you’re store is older than this you will need to wait until Shopify gets around to updating everyone
  • You will need to edit the liquid template of your Shopify store’s theme.  This definitely isn’t meant for beginners but we will walk through how to do this regardless.

Step 1: Create a Pinterest business account and go through the normal steps of setting this up.

Step 2: In Pinterest, you will need to edit your profile and add your shopify store’s URL and click the “Verify Website” button you see below.

Pinterest-01

Step 3: Click the “Verify with a meta tag” link.  You will need this for the next step

Pinterest-02

Step 4: You’ll that Pinterest generates a meta tag that you are going to add to your Shopify Store.  Hold on, this is where it gets tricky for those you how don’t know much about coding websites, thank god you found this tutorial.

Pinterest-03

Step 5: You are going to need to switch into Shopify for a moment to add the Meta tag that Shopify just generated and you will need to add it to the header section of code (just like below) by copying and pasting the meta tag and lastly you will click “Save”.  Didn’t lose you yet?  Well good, we are almost done.

Pinterest-04

Lastly you are going to click the “Complete Verification” button in Pinterest and barring any unforeseen issues you will have your site successfully verified by Pinterest.  Now that you’ve gotten this far the next step is to simply pin products from your Shopify store into Pinterest.  Simply copy the URL of the product on your Shopify store into the Rich Pin Validator app that Pinterest has…

Pinterest-05

On any product you are using Rich Pins on you will need to add an .oembed extension to the URL of the or you won’t be able to validate your Rich Pin.

http://lucs-daily-deals.myshopify.com/products/deal-1 will not validate properly.  In order to do that I would need to do the following http://lucs-daily-deals.myshopify.com/products/deal-1.oembed

From here, click the “Validate” button and review your product before clicking the “Apply now” button.  Lastly, you will need to enter your Shop URL and select “Shopify” as the data format and click “Apply Now” and you will now have access to add rich pins into Pinterest from your Shopify store.

Beginner SEO in Shopify

For those of you using Shopify for your ecommerce store you may be interested to know how to start to setup SEO (search engine optimization) for your Shopify store.  I wrote this article for those of you who have a basic understanding of SEO but perhaps you’ve never seen how to do this in Shopify so let’s take a tour and show you the nuts and bolts of these settings in Shopify.

Basic SEO in Shopify

What you will notice on pages, products and posts that you are editing in Shopify is that you always have the option to insert some SEO related attributes to your pages and posts including the Page Title, Meta Description, URL & Handle.

Shopify SEO 01

 With these attributes you can setup a few things on the pages that you are editing.  It falls in line with what Search Engines normally look based on the length on these attributes.  If you are new to running your store in Shopify and have no experience doing SEO this can be a great way to start to improve the SEO on your Shopify store.

Outside of setting up SEO settings on products, pages and posts you can also do this at the site level by clicking on “Settings” in the left side menu and what you will find is that you can edit your Store name, Homepage title and a homepage meta description.  As a best practice it makes sense to keep your terms and description broader and less detailed when you are defining them at the site level.

Shopify SEO 02

Interesting SEO Apps for Shopify

Another part of Shopify that people will find interesting can be found in their App store.  The Shopify App Store allows you to download and buy apps that integrate with your Shopify store.  When I searched for SEO related apps on Shopify’s App Store I found a number of apps that fit a wide variety of needs but a few that really stood out are…

Plug in SEO – This app which i’ve used before lets you get a rating on your site in terms of what you need to improve on your site to improve your SEO.  Its a fan favorite with a lot of positive reviews from the Shopify community and its free to use.  Click here to get it

SEO Meta Manager – This little app has a lot of bells and whistles that will  help you to streamline your SEO efforts.  I wouldn’t rate this as a beginner app and will have a bit of learning curve for those of you that have never looked at SEO improvement techniques before.  That being said this is a paid app that costs $50 but according to people that use it its an invaluable app if you want to improve your site’s SEO.  Click here to check it out

Deep Dive on Shopify Mobile

Shopify Mobile app on ipad

I’ve written about Shopify a lot over the past little while and their team continues to amaze releasing a world class ecommerce solution to fit many businesses around the world.  Shopify recently released Shopify Mobile which allows business owners and their customers to do business quickly, easily and in a more “accessible” way.

Inital App Setup

The initial setup of the shopify mobile app is fairly quick and easy and takes a couple of minutes to get it running on your iPad or iPhone.  Currently Shopify Mobile is only available on iOS devices like the iPad and iPhone so if you do have an Android device you won’t be able to harness the awesome power of this app currently.  I haven’t heard of any plans or dates as to when they will release an app that is compatible for Android but I have to believe its coming soon.  When you install the app and click into it you’ll be asked for some fairly generic information including site URL, username and password which looks like this…

Site URL screen in Shopify Mobile App

Once you enter your Shopify store’s URL you’ll be asked to enter your username and password.  Once you’ve done that successfully you’ll see the following screen that tells you your store is ready. Touch this button which takes you to the main dashboard for your store.

"Your Store is ready" screen in Shopify Mobile

The dashboard is fairly generic showing you a bird’s eye view of how you are doing with respect to orders, revenue generated on your Shopify store, visitors, top search terms on your Shopify store, low inventory for those of you selling physical goods and more.  Shopify has done a good job on keeping their mobile app interface uncluttered and yet still relevant to what people want to use it for, in the case running your business at a glance.

Main dashboard screen in Shopify Mobile app

On the upper left hand side of the screen you will notice three white horizontal bars which take you to the menu for the app.  The menu contains a number of useful views of your Shopify store such as customers, products, customers, settings (which include being able to set push notifications when new orders come in and currency formatting) and the ability in a single touch to open your Shopify store in Safari.  As you will read in my beefs section in this post below you cannot create products which does suck but the fact that you can access your store through the Safari web browser may have been a way to keep people happy in using this app because doing that does give you the ability to add products and then edit them in the app.

Shopify Mobile App navigation menu

Now, let’s look at a few reasons why you might love using this app and Shopify in general and why you might not.

What I like about Shopify Mobile

  • Clean and uncluttered user interface – I really liked just how easy it is to use and everything is accessible from one or two touches at most.
  • Use it on the go – Gives you what you need to run your business successfully from pretty much anywhere
  • Push new order notifications – Its great that when you receive new orders your iPad or iPhone will automatically update you that you’ve got new orders using push notification.  Its a small thing but a good thing to have.

My Beefs with Shopify Mobile

  • It was only developed for iOS – The intial release of Shopify mobile was only developed for iOS devices like iPhone and iPad. Hopefully there is an Android coming soon.
  • It doesn’t allow you to create products – after reviewing the app further it isn’t possible to create products from scratch. Now for you can do things like add product variations, changing pricing, adding photos and more but sadly no new products.  If you do need to add products you will have to do it through the safari web browser.
  • No custom Analytics capabilities – You can’t show or develop custom analytics on the dashboard.  If you run a more sophisticated business this app might not have enough for you to solely rely on this app.

With all this said if you want to create a Shopify store today go ahead and do so and when you do you can check out this app on your iPhone or iPad to see if its something you can use in your business.  If you already have Shopify today click here to download my free eBook called “Shopify Made Simple” to help you develop your Shopify store.

How to Setup a Shopify Facebook Store

Shopify recently released an app that you can use to add to your Facebook page and sell your products from Shopify on your Facebook page.  Selling on Facebook is really starting to take off lately as various ecommerce platforms like Shopify and ECWID release integrations with Facebook that allow you to sell socially through your Facebook page.  I wanted to show you just how easy it is to set this up in your Shopify store.

Step 1: Install the App – To do this you will need to log into your Shopify store and click on “Apps” under “Configuration” in the menu.  Search for the “Facebook Store” app and click the “Get App” button.  Doing this will start installing your Facebook store in Shopify.  It will ask to access your Facebook profile associated to the Facebook page that you run for your business.

Step 2: Setting up the Facebook Store – Now let’s get to the more interesting part and talk about how you can setup your Shopify Facebook store.  There are a number of interesting features that you can setup on your Facebook store in Shopify including Like Gating, adding Google Analytics tracking, customizing the banner and logo for your Facebook store as well as some other customizations to products shown and how they are shown.  As you can see below its very easy to setup, make changes to and update.

Shopify_FB_01

 

Like Gating

Like Gating is an interesting concept in that if you are looking to build followers to your Facebook page, Like gating makes sure that only people who like your Facebook page will be allowed to shop on your Facebook store.  This does have its benefits but if you are simply looking for a way to sell on Facebook then you might decide not to turn it on initially and focus on selling however it you are looking to build a bigger social presence like gating might help get you more followers and more sales through Facebook.

Shopify_FB_02

 

If anything, having a Shopify Facebook store simply enables you a new way to sell your goods and services socially and because the app is free it makes sense to try and test it out of you do have a Facebook page setup for your business.

5 Ways to Kick More Butt Selling Using Shopify

Shopify recently released 5 more features to help ecommerce store owners sell more products, understand your store’s performance through analytics and build your own reports and help reach out to customer that abandon carts on your Shopify store.  Keep in mind that some of these new features are not available on all versions of Shopify right now so I am going to break it down by the versions you can find these features in specifically.

  1. Abandoned Checkout (Cart) Recovery
  2. Shopify Reports
  3. Advanced Report Builder
  4. Unlimited Email Forwarding
  5. Future Publishing

Abandoned Checkout Recovery (Available on Professional and Unlimited plans only)

Now you might think that this is already available in Shopify but the truth is that you can only view shopping cart abandonment and you can’t do anything about it until now.  Now, you can actually do something when someone abandons a cart on your Shopify store assuming that they’ve added their contact information.  From there you can decide whether to automate the outreach process on abandoned shopping carts or manually review and do this one by one.  It depends the volume of transactions that take place on your store on a daily basis but in doing this it does mean that you have an opportunity to close more business by going back to customers that were interested enough to start the checkout process.

Shopify Reports (Available on Professional and Unlimited plans only)

Shopify reports allow you to see a number of things at a glance, specifically…

  •  Report on products, orders and payments
  • Measure sales by amount or count of products sold
  • See which products are selling on your Shopify store and which ones aren’t
  • report historically month to month on sales

For those of you who still aren’t impressed than you will want to check out the advanced report builder in the next section that allows you to do some more advanced analytics.

Advanced Report Builder (Available on Unlimited plans only)

If you are looking to take your Shopify reporting to the next level the advanced report builder allows you to do that by building out more custom reports.  It really takes off where standard Shopify reports end allowing you to drill into the specifics of the data on your Shopify store.  Keep in mind that you will only start to see this when you upgrade to an unlimited plan with Shopify.

Unlimited Email Address Forwarding (Available on all plans)

This concept is simple.  In a lot of cases today you might have multiple email addresses for different inquiries like Sales, billing, general and more.  What if you are really a one man or woman operation? What if you manage all the requests for your company’s business?  Being able to forward and funnel all requests to one email is sometimes a neccessity because you don’t want to constantly check 5 different email addresses and having the unlimited email address forwarding can help solve for this problem.

Future Publishing (Available on all plans)

This in my mind is simply the ability to schedule a blog post, product, page or collection on your Shopify store in the future.  The interesting thing here is the concept that it serves.  If you have a product you are launching than being able to schedule it to go live on your ecommerce site is very very useful.

It’s important to keep in mind that depending on your online business model that not all of these features will benefit you so finding the right fit of technology for your business should be the overall goal to ensure you are using the right technology.  For instance, not everyone will benefit from the advanced report builder functionality so keep this in mind when you look at Shopify monthly plans to buy what you will consume and use.