Checkbox Form Object - Use the checkbox form field only if you are wanting to add interactivity to your checklist. The checkbox form field, found in the Forms toolbar, can link to a cell in the spreadsheet without requiring any Visual Basic programming. The linked cell will be a boolean value TRUE or FALSE. Like the drawing objects, working with a large number of checkboxes can get messy.
I already created a thank you email once they purchase which is the next step right after they buy but when I go to my product fulfillment page and look at the top menu steps that I have to follow and it includes the fulfillment email and I don't know what to do because I'm not sure if I have to enter the link (drop down options) at the bottom of that page with my TY page or is this another email just to confirm purchase? Also, when I do enter my TY page (bottom) and click save and continue, it asks me to enter subject and body or it won't save it…. What does that mean since my page is already created?
You probably have a rough idea for the topic of your membership site—otherwise you probably wouldn’t be reading this guide to launching a new membership program. However, even if you have a great idea for your project, it’s wise to invest some time in validating that idea. After all, it would be a shame to put in all the work involved in launching a high-quality membership site only to discover there’s no market or audience for your project.
This checklist bundle is a perfect addition to (or the beginnings of) your standard operating procedures manual. Whether you're a company of one and you simply want to make your own life easier, you have a team of contractors you delegate to, or you ARE a contractor looking to add value for your clients, standard operating procedures are a must-have tool.
Check that the SET ACTION on all your buttons are correct.Speaking of buttons, check all your buttons to make sure the set action is correct. If you just have a sales page and want the button to take people to the next page, you choose NEXT STEP. But, if you are taking information from people (email opt-ins or contact info), the action must be set to SUBMIT FORM. Then it will automatically send them to the next step in the funnel. There are also actions to show/hide elements, take people to certain spots on a page, and the option to write in a custom link.
After the idea comes the execution. Setting up your Shopify store doesn’t take that much time to complete, but it’s important to finish all the steps so your website looks like a professional online store. Plus, there are a few really key things on this list – like setting up your payment details, which help you get paid (so they’re a pretty big deal!). Here’s some of the store set-up tasks you’ll want to cross off your ecommerce checklist:
Of course, you will ‘sell’ this offer with professional sales copy, some great headlines, and maybe even some bullet points. But the general idea here is to introduce yourself to this new cold traffic visitor, let them know what you are about, let them know that you can help them, and convince them that the first step to solving their problem is to opt-in to your free offer.
Checklist 3: Analyzing Your Membership Numbers : Your business success depends on knowing your numbers. They can help you identify whether your customers love your product or not. Numbers allow you to find room for improvement and growth. Which is exactly why we created this checklist that will show you how to do a proper analysis of your membership site.
Google Sheets beat Microsoft to the punch and introduced a Checkbox as one of the Data Validation options. You can go to Insert > Checkbox to quickly create one, and you can customize it by going to Data > Data Validation. I've updated most of the Google Sheets versions of my checklists to use that feature. I hope Excel gets smart and introduces a similar feature some day.