Shopify Cheatsheet

If your a new store owner of web developer working on a shopify store and want to know how to enable / disable some key shopify features.

Disable/enable 2fa

To disable/enable two-factor authentication (2FA) on your Shopify account, follow these steps:

• Log in to your Shopify admin panel.
• Access your account settings: Click on your store name or profile icon located at the top right corner. Select “Manage account” from the dropdown menu.
• Navigate to the Security section: In the account management page, click on the “Security” tab.
• Disable two-step authentication: In the “Two-step authentication” section, click “Remove” next to the authentication method you wish to deactivate. Enter your password when prompted, then click “Next” to confirm.

Automatically populate a category with products

Building out automated collections in shopify is so much fun. Define your automated collection, by keyword, tag or product type. Combine the attributes for crazy dynamic creation of collections.

• Go to collections under products
• add new collection
• select the automatic collection and configure your settings.
• You can now view the collection via its url or preview collection button.

If collection already exists..

To create an automatic category you need to rebuild it as setting it to automatic is a the start of the process of creating a collection

Add redirects

Shopify will automatically add redirects for urls that you update. To manually add redirects go to navigation and in the top right see the btn for url redirects

Password protect your site

If you dont want your store being crawled by search engines or viewed by your audience as your store is not ready yet you can enable the password protection on the frontend of the site. Luckily this is super easy as shopify builds this essential functionality right into its core settings.

Enable Password Protection

Go to online store > preferences then scroll down to password protect and check the box.

Here you will see your auto generated password and the message that non logged in users will see when they attempt to view your store.

Enable Shopify Carrier Calculated Shipping

What is it

Carrier-calculated shipping (CCS) rates are determined at checkout by third-party shipping carriers, ensuring accurate charges for your customers based on their order details.

why do you want it

• some shipping apps require it for the custom shipping rules you create.

How to enable it

settings > shipping and delivery > Enable third-party calculated rates at checkout

You can activate if your on the free plan. Heres how.

Shopify how to apply 10% discount for 1 first order subscribed to mailing list

Create customer segment with rule

email_subscription_status = 'SUBSCRIBED' AND number_of_orders = 0

Create 10% discount code applicable to the customer segment

Create a new page template

Creating new page templates and assigning the template to page is a common method of creating custom pages with unique content in shopify.

Create custom template

Keep your default templates untouched by creating a custom templates instead.

1. Go to customizer
2. Go to edit code
3. Go to add new template
4. Choose the template type you want to create a new version of

Choosing a Shopify Theme.

Things to keep in mind when choosing a shopify theme.

• Whats the product to cart UX like? - You may not be able to change this, so ensure this part is good.

  Block types are important.

• sub collections,
• collections,
• products

These block types are all specific to the content and are not interchangeable. So keep a close eye on the type of content going into these blocks on the theme demo.

Add developer to your partner store

Shopify security can interfere when your trying to provision access to coworkers. Luckily, shopify has made it easy through the use of the Partner store.

You should alays request access to your clients store via your partner store.

If your doing web development work on a clients store, the best way to get access to the clients store is to send a request from your shopify partner store. Once you have been accepted to the store you can then add staff through your partner store, granting them access to individual stores of your choosing through the partner store admin.

Essentially allowing your extended team to login to the clients store through your partner store.

Integrating a New Shopify Theme into your Store

So your current theme is reaching its end of life, and you need to integrate a new Shopify theme. You found a brand-new theme and now it’s time to install it and integrate it into your website.

Steps to take

• login to your store
• purchase your theme
• leave your new theme in draft mode to ensure your customers still see your old theme while you develop your new theme.

Preview your new theme

Once you’ve installed your theme into your live website, you can use shopifies powerful preview feature To see what the theme looks like.

How to preview your theme

• Go to online store
• Go to themes
• Hit preview

How to customize your theme

• Hit customize on your new theme
• This will take you to start building out your homepage

Building the homepage

• You can see in the following screenshot:
• You are in draft mode
• You are editing the homepage template
• You have a list of blocks in the left hand side bar. Furthermore, you can add more blocks to the page (scroll down on the left block panel to find the “add new section”)

Changing templates

• In the top center of the above screenshot is a drop down to change templates.
• You can choose some existing templates such as collection and products
• You can edit these templates in much the same way the homepage template

Creating a new page templates

• From the template dropdown list choose pages
• At the bottom of the pages template dropdown list is an option for creating a new page template

Why create a new page template

• If you need to build out a custom page layout (even if its only used for 1 page) you do this by creating a new page template.
• Creating a new page template gives you access to all your themes blocks

Preview a custom page template

• What you see in the preview window in the above screenshot is the only way to preview a template for a page that is not live
• The url of this page is sharable. just copy the url and share it

Create the pages for your custom template

If the pages are not created yet then you need to create them by going to online store and pages and add page.

• You can set the page as hidden
• You will not see your templates in the list of templates availabele on the right hand side until your theme is published

Publish your theme

• Once you have built all your custom page templates and corresponding pages the next step is to publish your theme.
• Go back top the main list of templates and hit publish on your new theme.

Assign your templates to the pages

• Now go into each individual page and assign the page template to each page respectively