Special Unicode Characters in Data Validation Lists: ☐, ☑, ✓, ✔ - This may be my favorite approach. You can include special characters like this in a Data Validation drop-down list. This isn't quite as good as clicking once to fill in a checkbox, but it is great for the mobile Excel apps. The only hard part is remembering how to insert a check mark symbol in Excel. For more information, see my article Using Unicode Character Symbols in Excel.
Before jumping in, we need to be on the same page concerning lead generation. You and I both know that a lead is a contact whose business has the potential to become your customer. Since contact information is the currency for lead generation, you should ask yourself repeatedly; “Is my offer valuable enough that people are going to pay for it with their information?”
Installing Oberlo on your store allows you to find products that you can start selling the same day but without having to buy inventory upfront. As Oberlo is the most popular product sourcing app in the Shopify App Store – and because, you know, we are Oberlo – we’ve decided to break down the process of setting up Oberlo as well. Here’s everything on your ecommerce checklist to do next if you’re an Oberlo user:
Upon a lead conversion, a visitor should be brought to a thank you page. The goal here is to not only provide a link to the offer they’ve downloaded, but to also drive leads to other relevant offers and work them further down the sales funnel. The four most critical components of an effective thank you page is access to your offer, social media sharing links, a secondary call to action (provide something similar to the offer they just downloaded) and an auto response thank you email.
You might be a little overwhelmed by this really long ecommerce checklist. And that’s a normal feeling. Many new entrepreneurs do feel like they’re in over their heads when they start out. However, half the battle is knowing what to do. I hope that knowing every single step you’ll have to take over these first few months helps you inch closer to achieving the success that you dream of. And that this list actually makes you realize that you can do this. Because honestly, you’re a rockstar and you know this. It’s going to be a busy few months as you build up that new online store, but with our checklist, you can just cross things off to see how far you’ve come.
Sergio Villasenor is the Founder and CEO of Elliot, a software that simplifies global commerce. In the last decade, he’s guided some of the world's leading retail brands in powering their omnichannel strategies. He pioneered an agile, omnipresent approach and methodology that provides brands solutions with measurable business impact. Some of those brands include: Anastasia Beverly Hills, Buscemi, J Brand Jeans, John Varvatos, Juicy Couture, Rag & Bone, the Frye Company and more than 30 others.
Here’s the thing about checklists–they change all the time. One day’s tasks will differ from the next day’s. One holiday’s packing list will differ from the next. But that doesn’t mean that you’ll need to design from scratch over and over again. Once you’ve perfect one design to suit your style exactly, you can use it as a template for future checklists.
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