Finalize Site

by ONELIVE Webmaster

After all testing, and we receive client approval, the site will need to be configured for launch.

Note: Throughout these instructions, you need to substitute the Shopify URL (e.g. "motley-crue.myshopify.com") wherever you see SHOPIFY_URL, the final domain name of the store (e.g. "store.motley.com") wherever you see STORE_DOMAIN and your full name wherever you see YOUR_NAME.

You will also see SHOPIFY_CNAME; substitute the appropriate CNAME pointer provided by Shopify (e.g. "d.ssl.shopify.com.")

Activate LiveChat for Non OLM Accounts

For help in activating LiveChat accounts where the client will be managing the LiveChat, see the OLM CTO.

Add Staff User Accounts

Additional users will need access to the site once the site has launched. Add the following accounts:

OLM Accounting  accounting@onelivemedia.com
Customer Support  support@onelivemedia.com
Hollye Day  hollye@onelivemedia.com
  1. Log into the Shopify store backend.
  2. Go to Settings > Account > Staff Members.
  3. Click Add a staff member.
  4. Enter the new account information
  5. Click Send invite.
Once each user is added, adjust the permissions of each account accordingly:
  • OLM Accounting: limited access. Deselect all items under Sales Channels (except for "Overviews") and Configuration.
  • Customer Support: limited access. Deselect all items under Sales Channels and Configuration.
  • Hollye Day: unlimited access.

Set Live Configurations

Payment Gateways

Stripe

Shopify "wraps" Stripe payments into what they call "Shopify Payments." This means that Stripe is not available as a payment gateway without taking advantage of what they call the "Botswana work-around."
  1. Go to Settings > General.
  2. Store Address > Country Botswana.
  3. Click Save.
  4. Go to Settings > Payments.
  5. Accept payments > Accept Credit Cards Stripe.
  6. Click Activate.
  7. Click Sign in (upper right of stripe screen).
  8. Log into Stripe using OLM Stripe credentials (or client credentials, if they're using their own Stripe account).
  9. Click Connect my Stripe Account.
  10. Review Stripe settings to confirm activation and card types.
  11. Go to Settings > General.
  12. Store Address > Country United States (or client country).
  13. Store Address > State Client's Address State or Province.
  14. Click Save.

Configure Riskified

If the store is using the OLM Stripe and PayPal accounts, we need to set up Riskified to process transactions.
  1. Log into the Shopify store backend.
  2. Go to Settings > Payments > Payment authorization settings.
  3. Select Manually.
  4. Click Save.
  5. Go to Apps > Search for "Riskified" > click "Get" (make sure you are not logged into Riskified during this step). It will ask you if you would like to install the app, once clicked it will email Riskified and send an email to webmaster@onelivemedia.com
  6. Go to Riskified.
  7. email webmaster@onelivemedia.com
  8. password Obtain from CTO.
  9. Click webmaster in the upper-right menu.
  10. Click Switch Account.
  11. Select the Shopify Store you wish to modify.
  12. Click Settings in the left sidebar.
  13. There will be three checkboxes you need to complete: Enter credit card payment details (email project manager for CC info), Agree to the chargeback guarantee and set the domestic country.
  14. Select Plan "Shop Protection Plan" > Save
  15. Click the Account tab.
  16. Invite the following users:
    1. hollye@onelivemedia.com [select Admin role and Refunds & Chargebacks]
    2. support@onelivemedia.com [select Team role and Order Declines]
  17. Update the webmaster@onelivemedia.com account to receive notices only for Technical Issues.
  18. Domestic country United States
  19. Time Zone (GMT -6:00) Central Time (US & Canada), Mexico City
  20. Click Advanced tab.
  21. Select Auto capture
  22. Select Send customer confirmation requests
  23. Click Save Changes.
  24. Log out of Riskified.
  25. After all these items are set, email integrations@riskified.com and CC our account rep aviad@riskified.com letting them know that we've installed the Apps on the new stores. Also request they change the Riskified rate to the negotiated 0.6% rate.

Cancel & Archive Test Orders

  1. Log into the Shopify store backend.
  2. Go to Orders.
  3. Select all orders showing (there should not be any live orders at this point).
  4. Click Bulk Actions.
  5. Select Archive Orders.

Add SMS Messaging

For Shopify stores where OLM is providing the customer service, we will add SMS text messaging to inform customers of their order status. There are up to 5 events that will create SMS messages:
  • Order Create
  • Order Paid
  • Order Cancelled
  • Order Fulfilled
  • Order Partially Fulfilled
To configure SMS messaging:
  1. Log into the Shopify store Admin.
  2. Go to Apps.
  3. Click Visit the App Store.
  4. Search for "SMS Gateway by Apptuse."
  5. On the app page, click Get.
  6. Click Install App.
  7. Click Approve charge.
  8. Under Twilio Credentials:
    1. Account SID: AC02c2289279747c72eae0a1dc31c77b8c
    2. Auth Token: ca1b37a03657d387b286e2d44892bc97
    3. From Number: +15126436201
  9. Click Save.
  10. Under SMS Events, check each box shown.
  11. In Order Create, change "Thank You!" to "Thank you from [name of store]." For example, instead of We have received your order {order_id} amounting to {total_price} and it is being processed. Thank You! the field should read — for the Willie Nelson store — We have received your order {order_id} amounting to {total_price} and it is being processed. Thank you from the Willie Nelson store.
  12. In Order Paid, make the same change.
  13. In Order Cancelled, change "Your order {order_id]..." to "Your order  {order_id}, from [name of store]..."
  14. In Order Fulfilled, make the same change as for Order Cancelled.
  15. In Order Partially Fulfilled, change "...of order {order_id] has..." to "...of order {order_id} from [name of store} has..."
  16. Click Save.

Activate Amazon Payments

If a Shopify store is to use our Amazon Payments account:
  1. Log into the Shopify store Admin.
  2. Go to Settings > Payments > Accept Payments.
  3. Under Amazon Payments, click Activate. You'll be taken to the Amazon Payments site.
  4. Click Get Started!
  5. If you get a login screen:
    1. E-mail address chris@onelivemedia.com.
    2. Password Krakow1414
  6. Under Welcome to Amazon Payments:
    1. Legal Name: ONELIVE Media.
    2. User Agreement: check the box.
    3. Click Continue.
  7. Under Tell us about your business:
    1. Review the information shown.
    2. If the store does not have a Meta Description set up on its home page, Business Description will be blank. If it's blank, enter Official licensed apparel and merchandise.
    3. Click Continue.
  8. Under Associate your new Amazon Payments account with Shopify Inc., using Amazon MWS:
    1. Check the sole box.
    2. Click I Agree.
  9. On the next screen, click Return to Shopify Inc.

Activate Addrexx

(Note: We discontinued using this service from June 2017)

Email Joseph de la Cruz, of Addrexx, at dlc@addrexx.com: 
Mr. De la Cruz,

We are preparing to launch [Store_URL] using Addrexx. We have added the necessary code to the site.

Please configure your system to accommodate this site.

Thank you,
[Your_Name]
ONELIVE Media

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