Shopify Checklist: Things to Do Before the Site Goes Live

Ask any freelance web designer or small agency owner why they got into the industry and I'd suggest that the majority would say it's due to their love of design or development. Very few, although there are always exceptions, would say it's because they love finding clients, writing contracts, doing deals and attending meetings. 

However our ability to execute these activities well directly relates to the success of our projects. If we don't possess or learn these skills then it's unlikely that we'll build strong, profitable and ultimately sustainable businesses.

I've been lucky enough to meet many successful web design and development entrepreneurs over the last few years. As well as being able to design and build great sites they also possess business savvy - much of which has been learnt the hard way. With this in mind our team at Shopify set out to collate these lessons for the benefit of everyone in the industry - Grow Vol. 1 is the result. 

Aimed at anyone working in the web design and development industry Grow stretches to over 90 pages and 11 chapters touching on everything from branding and finding clients right through to contracts and pitching. Even seasoned professionals have let us know they have learnt something after picking up a copy. You can download your free copy from the Shopify Grow site.

Here’s an extract by Mat Mullen–a successful freelancer specialising in Shopify. As Mat explains he’s launched over 100 Shopify stores and is the perfect person to share his pre-launch checklist.

Downloadable Formats

For the sake of convenience, we’ve also wrapped up this checklist in a few portable formats (PDF, Evernote, Markdown and HTML). Take a look at the Github repo and grab whichever copy you prefer!

Things to do Before the Site Goes Live 

by Mat Mullen

Preparing to launch a new site is typically the most exciting part of a project but it can also be the most stressful. It took a while to really get a good feel for all the potential things that could go wrong during a launch and try to anticipate them ahead of time. After working on close to 100 Shopify stores over the past few years, I’ve come up with a pretty good launch checklist that I use towards the end of each project. 

I work with a mix of clients. Some are brand new to Shopify and are selling something for the first time, and others have existing stores that just want an updated theme. Depending on the situation, I have slightly different product launch checklists. 

Here’s what I try to do before and right after I launch a new site. It doesn’t always follow the same pattern, but it’s a decent checklist of some of the more common things I try to take care of before a launch. 

1. Primary Domain

First off, has the primary domain already been added to the site? If not, I need to make sure my client sends over their registrar info so I can easily login when the time is right and add the CNAME and A Records. I always try to make sure this happens a week before the launch date of the site because for some reason or another, registrar logins always seem to be forgotten. 

2. Quality Assurance

Next, it’s time to QA the site to make sure that all the media queries are working and the site looks good on an iPad and iPhone. It’s one of the first things that a client notices so might as well make sure everything looks good ahead of time. It can be tedious, but clients love to send out their new site to friends and family, so better make sure it’s going to look good. Chrome Inspector is a great tool to help debug any issues you might encounter as you test your site. 

3. Links

If you’re building a new theme on top of an existing Shopify store, you’ll want to make sure all the navigation links are pointing to the proper places. This can be tricky when you’re previewing a theme because there’s only one master navigation section, so sometimes this needs to happen immediately after the site has been published. 

4. Update Templates

Sometimes when I’m building a site, I’ll create custom page templates which don’t automatically get applied when the theme is published. It’s something I have forgotten in the past, so don’t forget to update the pages to the right collection, product or page templates. 

5. Test Transaction

Don’t forget to do a test transaction to make sure everything is working as planned with accepting payments and confirmation emails. With Shopify’s new responsive checkout layout, you’ll want to make sure that you’ve selected the “show storefront logo” option.

6. Email Notifications

Want to impress your client with better looking notification emails? The default email styles for the Shopify confirmation emails are pretty bland, so I like to use the free Email Template Creator app to create better looking templates that are on brand with the store.

7. Dropbox

Once the store has launched, I always make a point of exporting the finished theme and saving it to a Dropbox folder just in case something happens to it down the line. I also recommend cloning the theme in the store so that there’s always an easy fallback if something goes wrong with the main theme. 

8. Check Proposal

Last but not least, I look through the original proposal that I sent over to make sure everything we discussed has been completed. Every now and then, you have to remind a client that some of the work they’ve requested wasn’t included in the original proposal, so it’s helpful to refer back to the original from time to time. 

9. After Sales

An important thing that I try not to forget is that my business has grown because of the positive reviews I’ve received. To make sure my clients are happy at the end of the project, I always try to make a point of making sure every client feels empowered to update their own site once it launches.

Once a site has launched, I schedule some time to either meet with a client in person or through a screenshare to make sure they’re comfortable updating their site going forward. I always make myself available to help with more complicated updates or changes, but I like to leave the product updates up to the client. 

10. Feedback

Once you’re all set and done, don’t forget to send over a request for a review! A good customer review is worth its weight in gold. 

P.S.

I’ve come to rely on a few helpful apps that I use during most projects. Maybe some of these will help you. 

• Recordit is a great app for taking quick video screencasts that you can send to your clients. It’s a super simple app to use and it’s free! 
• Dropbox is my go-to file sharing service. It’s great for passing photos and mock-ups along and keeps everything in sync.