Shopifying Guide Easy Sign Up 2025

介绍

您准备好进入网络销售世界了吗？ Shopify 众所周知，Shopify 已成为希望建立数字店面的企业家的首选工具。本 Shopify 简介将指导您完成整个过程，从开户到启动您自己的在线业务。您将发现 Shopify 为何如此受欢迎以及它如何帮助您将业务愿望变成现实。

注意：我们这里使用的是shopify口语中的shopify一词。

在本详细课程中，您将学习 Shopifying 的基础知识以及如何使用其用户友好界面。我们将帮助您设置商店、添加产品和设置付款方式。您还将获得有关准备盛大开业和充分利用 Shopify 功能的建议。无论您是电子商务新手还是希望提高在线影响力，本指南都将为您提供开始自信地将您的业务购物化的专业知识。

Shopify 基础知识：您需要了解的内容

电子商务平台概述

Shopify is a comprehensive e-commerce platform that helps entrepreneurs to start, run, and grow their enterprises [1]. It’s a user-friendly system that simplifies the process of developing an online store and selling things through a single, streamlined interface [2]. With Shopify, you can sell your products over many channels, including your own website, social media platforms, marketplaces, and even in physical locations [1] [2].

One of the primary advantages of Shopify is its all-in-one nature. It bundles numerous commerce operations into a single platform, allowing you to supervise the entire sales process with one admin interface [1]. This encompasses everything from receiving orders to analyzing post-sale data. The platform syncs your inventory and client information across all channels, making management a breeze [1].

Shopify is a cloud-based and hosted platform, which means it’s secure and available from any compatible device with an internet connection [1]. This flexibility allows you to run your business from anywhere, giving you the ability to manage your store while on the road.

Shopify 的独特卖点

Shopify 与其他电子商务解决方案有何不同？让我们来看看它的一些独特销售主张 (USP)，这些主张鼓励在线企业首先选择它：

Comprehensive solution: Every Shopifying package includes all you need to transform your concept into a profitable company [1]. This covers a quick and safe checkout system, capabilities to sell across several channels, a customized web store with templates, and in-built marketing tools.
Flexibility and customization: Shopify values several voices and business experiences as a means of flexibility and customization. Extensive freedom of expression, customizing choices, and outstanding adaptability define the platform [1]. This helps you to establish a distinctive brand identity that distinguishes itself in the packed internet market [3].
Scalability: Technical knowledge, growth stage, size, complexity, or location — all of which define you — Shopify provides strategies and products that will adapt with you as you scale or change [1]. This implies you will never be without the tools and technology required to grow and run your company.
Multi-channel selling: Shopify lets you sell from your website, social media, marketplaces, and in-person sites among other ways [2]. This omnichannel strategy enables you to reach consumers wherever they would most like to buy.
Built-in Point-of- Sale (POS): Shopify’s built-in POS system simplifies in-person selling whether you run a physical store or engage in pop-up shops or markets [2].
Business management tools: All Shopify plans have a complete set of fundamental business management features [2]. These comprise procurement of products, sales and inventory control, payment processing, delivery, customer accounts, marketing, and reporting tools.
App Ecosystem: With hundreds of Shopify Apps [2] your Shopify toolbox may be readily expanded. As your company grows and your needs evolve, you can include specific features in your store.
Centralized operations: Shopify centralizes your operational activities, customer data, and product information on one system that links easily to all of your sales channels [2]. This connection saves your time and simplifies your processes.
Offering these special advantages helps Shopify establish itself as more than just an e-commerce platform. This is a whole business solution that will help you set your store apart, raise sales, strengthen brand recognition, develop consumer involvement, acquire a competitive advantage, and raise conversion rates [3]. Shopify offers the tools and capabilities to enable you to flourish in the ever-changing realm of online commerce, regardless of your degree of experience or desire to expand your current business.

创建您的 Shopify 帐户

使用 Shopifying 开始您的旅程既简单又无风险。通过免费试用，您可以调查该平台的功能和能力，而无需承担任何财务义务。这可以帮助您感受系统并确定它是否适合您公司的需求。

注册免费试用

转至 https://www.shopify.com/free-trial. Enter your email address and click the “Start free trial” button [4].

You’ll be asked a few questions to help Shopify get to know your business. Those in a hurry or wanting to explore alone can skip all of these [4].

Next, you’ll need to inform Shopify where your firm is located. This is critical for effectively setting up your store, particularly in terms of taxes and shipping [4].

Once you’ve done these essentials, you may create your Shopify account and start your free trial. Remember, your trial starts as soon as you sign up, not when you start working on your store, so make the most of it [4].

During your trial your store will have either a storefront password or an inactive checkout. This implies clients can’t buy from your store yet. To start selling you’ll need to erase the storefront password or activate your checkout by picking a premium plan [4].

Note you can set up a payment provider during your free trial to take money. And don’t worry if you lose any work during the trial — everything will be saved when you upgrade to a paid plan [4].

验证您的信息

You might be asked to prove your identification once you begin using Shopify and as your company expands. Usually, this occurs once your store turns a specific number of sales. Shopify will send you an email [5] and display a pop-up on your Shopify home page indicating this requirement.

You should respond as soon as you receive this inquiry. Your Shopify Payments account will be turned off momentarily unless your identification is confirmed. Fortunately, the verifying process is quick and simple [5].

You must enter your Social Insurance Number (SIN) or a government-issued photo ID in the Payment providers section of your Shopify admin [5] to confirm your identification.

Your administrative panel may also show a banner stating the Shopify Accounts team is doing a normal review. If you see this, click the “Contact Support” button to find out what other information Shopify needs to confirm your account [5].

您可能需要提供的信息包括：

— 企业所有权证明：一份能证明您拥有该企业的文件扫描件。
— 身份证明：账户所有者、信用卡所有者或公司实体所有者的政府签发的带照片的身份证件（护照、驾驶执照或国民身份证）的扫描件。
— Proof of Address: A recent document (dated within the last three months) showing your personal home address, not the business address [5].

提供带照片的身份证件时，请确保：

通过遵循这些步骤并提供必要的信息，您将顺利设置和验证您的 Shopify 帐户。此过程有助于确保您的商店安全并与客户建立信任，为您的电子商务之旅奠定坚实的基础。

探索 Shopify 管理面板

仪表板概述

The Shopify admin’s home page is your starting point. It gives you a quick snapshot of your store’s recent actions and daily tasks [7]. On the right sidebar, you’ll find a sales summary that you can adjust to show data from all channels or a specific one. You can also pick different time ranges to view your sales data [7].

The Home page also shows recent store activity, including app access granted, staff changes, and product publishing. If you want to see more, just click “View all recent activity” [7]. You’ll also find notifications about sales that might need your attention, keeping you on top of your business operations [7].

One of the most useful features is the Today’s Store action section. Here, you can see real-time details about your store’s performance, including the total number of orders and live visitors [7]. This gives you an immediate sense of how your store is doing at any given time.

主要特点

— Navigation: Navigating in the Shopify admin mostly comes from the sidebar. It provides you access to fundamental company elements such as orders, products, and clients. Sections for analytics, marketing, promotions, discounts, and settings [8] are also abundant.
— Search Functionality: The search bar at the top of the administrative interface is a useful tool. It’s simple for locating sales channels, apps, items, pages, and other data. Pro tip: To access the search bar from anywhere in the administrative [7], use keyboard shortcuts Command + K (Mac) or Ctrl + K (PC).
— Apps and Sales Channel: Sales channels and apps are found on your administrative side-bar. Along with any apps you have installed, you will find sales channels including Online Store, Point of Sale, and Buy Button. For rapid access, you can even “pin” your preferred apps and channels [8].
—Customizable Dashboard: Key performance indicators about your store’s state are shown here. This view allows you to view the metrics that are most important to you in a custom way. To add, delete, or reorganize metrics, click “Customize,” then use the — MMetrics library sidebar [9].
— Live View: Live View allows you real-time awareness of the activities in your store. On a particular day, you can view a map displaying the sites of recent visitors and orders, visitor and session counts, and daily order volume [10].
— Analytics: The dashboard shows many reports — including total sales, online store sessions, returning customer rate, conversion rate, average order value, and more [10] visually.
— Store Activity Log: Every activity you or your team takes in the Shopify admin is noted in a Store Activity Log. It includes the date, time, and person, app, or channel that participated in the activity [8].
— Alerts Feed: This function alerts you to relevant, time-sensitive information or necessary actions in your store. These warnings are received by the store owner and staff members with relevant rights [8].

Recall that although most of a mobile device’s capabilities are accessible, some — like dashboard customization — are only available on desktop [9]. Any modifications you make on desktop will, however, also show up in the mobile view.

熟悉 Shopify 管理面板的这些主要特性将有助于您正确运营和扩展在线商店。花一些时间查看每个部分并个性化您的仪表板以满足您的特定需求。这将使您能够让您的公司保持最新状态并根据实时数据做出明智的决策。

设置您的网上商店

选择和自定义主题

Selecting the appropriate theme is absolutely vital while building your Shopify site. The Shopify Theme Store presents a large range of choices, including commercial themes produced by outside designers [11] and free themes made by Shopify. The Theme Store’s search and filtering tools will help you identify the ideal theme for your company.

To identify themes with specific characteristics such as “FAQ page,” “instagram feed,” or “product filtering,” search [11] for those aspects. The site also lets you browse themes by collection or industry to find designs that fit your store’s style or specialization. Remember, nevertheless, that no theme is limited to any one sector; so, feel free to investigate possibilities outside your own field [11].

After choosing a theme, it’s time to personalize it so your store distinguishes itself. Although Shopify’s default themes — Debut or Dawn — offer some customizing choices — you could find them restricting if you’re trying for a distinctive design [12]. Your store will want to really stand out by designing an aesthetically beautiful, unique shopping experience [12].

自定义主题需要执行以下步骤：

— Using the theme editor, you can customize portions for your page layouts, thereby controlling the appearance and feel of your store [12].
— Change the general parameters that control the appearance and use of your theme [12].
— Use a page builder tool such as Shogun Page Builder to generate all the primary Shopify pages comprising your online store, enabling more advanced customization [12].
Recall that driving up conversions and simplifying your work depend on a pleasing, useful, and mobile-friendly theme [12]. Customizing your theme will help you create a shopping experience that distinguishes you from your rivals.

添加页面和导航

在专注于商店导航之前，您应该先确定主题，然后再专注于商店导航。快速简单地找到消费者想要的东西取决于组织良好的导航。

To improve your store’s navigation, add menu items. These link to different areas of your store — products, collections, webpages, blog entries, policies, or even outside websites [13]. Here’s how you handle navigation:

— View and alter your online store navigation by visiting the Navigation page found in your Shopify administrator [13].
— Click “Add” to add a fresh menu item; then, “Save” or “Save menu[13].
— Click and hold the handle icon (⠿) next to any menu item to reorder it; then, drag it to a new location [13].

在构建导航系统时请考虑以下想法：

— In general, you must build a page or collection before linking to it on your menu [13].
— Any accompanying menu items will similarly be erased should you remove a resource utilized in your navigation [13].
— Drop-down menus will be provided when objects are nested under main menu items. Removing a parent item will, however, also remove all nested objects [13].
Especially when making several changes, keep in mind that you should routinely save your modifications. Shopify caps you at 200 changes before requesting that you save your menu [13].

仔细选择和调整您的主题以及设计简单的导航，将帮助您建立专业且用户友好的在线业务，从而使其有别于竞争对手。

添加和管理产品

创建产品列表

建立在线业务的关键在于向 Shopify 商店添加产品。要制作成功的产品列表，您应该专注于吸引消费者并提升商店形象的重要因素。

First, create intriguing product titles. Your title should include your brand name, then pertinent information including the product name, key descriptions (such as color, size, or dimensions), and any unique qualities [14]. Recall, in terms of titles, less is more. Try for clarity; steer clear of keyword stuffing.

Then write thorough product descriptions. Build on the material in your title to provide more background on your product’s characteristics and advantages. Even though you should do so naturally, include keywords you want to rank for. Your explanation should address any questions clients may have and emphasize what distinguishes your product [14].

Product information can be added using up to 250 tags per item [15]. Tags, or searchable keywords, help consumers locate your products through your online business’s search capability. They also assist with automated collection creation.

Keep your titles under 70 characters and descriptions under 320 characters to best maximize your product listings for search engines [15]. This guarantees that your text won’t be cut off in search engine results, increasing the likelihood of possible consumers clicking on to your website.

使用集合进行组织

Managing your Shopify store is heavily reliant on efficient product organization, especially given your large inventory. For this reason, collections are a great tool since they enable you to organize related items and give your store a more professional appearance [16].

Applying up to 60 conditions based on several criteria, such as product type, price, or vendor [16], will help you compile a collection. This adaptability allows you to arrange your goods in sensible ways for your specific inventory and business.

For larger stores, use subcollections. Usually including more specific criteria, these belong under primary collections and enable even more exact organization [16].

Collections serve more than only product classification; they can also be used deliberately to emphasize special offers. Organize merchandise on sale, brand-new arrivals, best sellers, or holiday promotions. For this reason, automatic collections — which can dynamically update depending on the conditions you define [16] — are especially helpful.

在您的在线商店中显示产品系列时，您有多种排序选项：

By default, products are sorted alphabetically by title, but you can change this to better fit your store’s needs [17].

Organizing your products successfully has several benefits. It improves your store’s SEO, enhances the user experience, and increases efficiency in handling your inventory [16]. Well-organized collections make it easier for customers to find what they’re looking for, possibly leading to increased sales and customer satisfaction.

配置付款和结账

设置支付提供商

Your two major choices for payment setup for your Shopify store are either Shopify Payments or outside payment providers. The simplest approach to handling credit and debit cards with CVV numbers [18] is Shopify Payments. To turn it on, go to your Shopify settings’ Payments page. Review your eligibility and bank account criteria [18] before you start.

Don’t use Shopify Payments? Not to panic. Shopify lists more than one hundred different credit card payment options [19]. From the Payments tab in your Shopify administrative, you may modify or activate your payment provider. Remember that at one moment only one credit card payment source can be active [19].

You will need to supply some information while configuring your payment provider. The relevant information for Shopify Payments depends on your store’s location. To prevent any later verification problems, be sure you fully and correctly complete the form [18]. Should you be enrolled as a registered company, you still have to supply personal information for an account representative [18].

For those in the US who use Shopify Payments to receive payouts, two-step authentication is required. Your payouts may be suspended without it [18].

If you are working with a third-party provider, you may have to send and confirm your bank account information to them before you begin to receive payments [19]. It’s a smart idea to ask your chosen provider about their specific criteria.

自定义结帐流程

Once your payment source is set up, you should concentrate on streamlining your checkout system. Window shoppers become buyers at the checkout; hence, it’s important to get it perfect [20].

Built-in tools meant to increase conversions, including auto-fill and express checkout options like Shop Pay and PayPal [20], Shopify Checkout has These tools allow consumers to go through the payment procedure quickly and without effort.

Customizing its style with the checkout and accounts editor will help your checkout really represent your brand [21]. You might choose a new font, alter colors, or add your company logo. Just keep the design simple and straightforward to read; you want to avoid distracting consumers from finishing their purchase [21].

Shopify provides checkout extensibility for more evolved customizations. This lets you use a set of strong apps and branding tools [20] to make code-free modifications. To raise your average order value [20], you might include bespoke banners, gift notes, or even product upsells.

Should you be on the Shopify Plus subscription, the Checkout Branding API [21] provides even more personalizing choices. This lets you make sophisticated branding changes that truly will make your checkout stand out.

Think about the mobile experience while personalizing your checkout. On mobile devices, the order summary and discount code field are by default concealed; nevertheless, consumers may readily expand this information [21]. If you would want, you can have this setting always show the whole order summary.

Recall that even if personalizing is fantastic, it’s crucial to monitor how these modifications influence consumer behavior. Adding pixels to your checkout can let you see where consumers might be slipping off [20].

仔细调整您的付款选择并简化结账流程将帮助您提供无缝的品牌体验，激励消费者完成购买。

准备发射

测试您的商店

You really should run your Shopify store through its paces before opening your virtual doors to consumers. Order processing, inventory, shipping, email notifications, and taxes — all of which depend on your checkout process — can be guaranteed by including test orders [22]. This stage is crucial for spotting and resolving any flaws or conflicts that can cause cart abandonment, therefore impacting approximately 70% of online shopping carts on e-commerce sites [23].

您可以通过多种方式来运行这些测试：

— Any store can utilize Shopify’s Bogus Gateway — a payment system — to generate test orders free from fees. Every order you create when active serves as a test order. Just ensure the test purchase value exceeds the equivalent of $1.00 USD in any currency [24].
— Turn on test mode from your Shopify administrative if you are utilizing Shopify Payments. This lets you run both successful and unsuccessful transactions to test several possibilities [25].
— Real Payable Provider: Another way to arrange a test order is to use a legitimate money source, then instantly cancel and reimburse the transaction. Be advised, too, that the payment processor may charge fees; some of these expenses could not be reimbursed should you provide a refund. [22] [24].

在测试结帐流程时，请务必检查以下内容：

最终检查

随着发射日的临近，是时候进行最后的检查以确保一切正常。

— Edit and proofread all of the material on your website. Examine product descriptions, site copy, button text, and footer information for accuracy, spelling, and grammar. Key is consistency, so take into account using journalistic style guides and brand voice standards [23].
— Technical Audits: Search for DNS mistakes and broken links. See image rendering and mobile responsiveness. Run your site on several browsers and mobile devices to see if there are any browser- or device-specific issues. [23].
— Make sure your analytics tools are set up starting on day one. Though you can also like to use tools like Google Analytics and Google Search Console, Shopify Analytics are incorporated into the platform. As your company expands, these will offer insightful analysis of your visitors and consumers, thereby guiding your decisions on upgrades [23].
— View your storefront first to be sure your password protection is off. Click the eye icon in your Sales Channels section of your Shopify admin to view your store as consumers will [25]. Hover over the online store.
— Remove Password Protection: Your online store is automatically password secured throughout your free trial. Either from your Themes page or the Preferences page under Online Store in your Shopify admin, you can delete this password when ready to open [25].

全面测试您的商店并执行这些最后的检查将帮助您为成功启动做好准备。请记住，目标是提供一个完美无误的购买环境，以激励消费者完成交易。

结论

开始 Shopifying 冒险可能会彻底改变您的网络公司。从建立帐户到自定义主题和简化结帐流程，这份详尽的指南将引导您完成开办业务的关键阶段。这些指南和对细节的仔细关注可以帮助您在竞争激烈的电子商务市场中取得成功。

请记住，开店只是开始。如果你想蓬勃发展，你必须密切关注商店的成功，关注客户反馈并做出改变。Shopifying 强大的平台和广泛的应用生态系统为你提供了与公司一起扩张和改变的手段。凭借承诺和正确的策略，你的 Shopifying 业务可能会成为全球消费者充满活力的在线目的地。

常见问题解答

Is there any free sign-up for Shopify [shopifying]?
事实上，你可以先免费试用，第一个月只需 1.00 美元。免费试用期为三天，不需要信用卡。注册后，你就可以同意 Shopify 发送营销电子邮件。
我该如何设计 Shopify 注册页面？
转到 Shopify 管理界面，点击“在线商店”>“页面”中的“添加页面”来设计电子邮件注册登录页面。例如，将页面命名为“电子邮件注册”，然后输入任何所需信息或说明。对于自定义 HTML，点击页面编辑器中的“”进入 HTML 编辑模式。
新的 Shopify 企业如何使用成功的策略来吸引客户？
考虑以下策略来开始 Shopify 产生销售：——使用有针对性的弹出窗口来转换流量。
— 通过现场警报吸引客人。
— 制定电子邮件营销计划。
— 鼓励亲朋好友在社交媒体上发布您的商店。
— 在您的网站上放置明确的信任信号。
— 与博主合作推广您的商店或产品。
投资赞助广告活动。
如何创建 Shopify 账户？
访问 Shopify 网站，在“开始”下单击创建 Shopify 帐户。您必须为您的商店选择一个独特的名称，注册您的电子邮件地址并生成密码。您还需要回答有关您公司的几个问题并提供个人信息。

参考

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电子商务平台概述

Shopify 的独特卖点

创建您的 Shopify 帐户

注册免费试用

验证您的信息

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仪表板概述

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选择和自定义主题

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添加和管理产品

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使用集合进行组织

配置付款和结账

设置支付提供商

自定义结帐流程

准备发射

测试您的商店

最终检查

结论

常见问题解答

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免费试用 Shopify — 3 天免费 | 3 个月每月 1 美元

介绍

Shopify 基础知识：您需要了解的内容

电子商务平台概述

Shopify 的独特卖点

创建您的 Shopify 帐户

注册免费试用

验证您的信息

探索 Shopify 管理面板

仪表板概述

主要特点

设置您的网上商店

选择和自定义主题

添加页面和导航

添加和管理产品

创建产品列表

使用集合进行组织

配置付款和结账

设置支付提供商

自定义结帐流程

准备发射

测试您的商店

最终检查

结论

常见问题解答

参考

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