How to Prepare for Onboarding
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      2. Getting started for Businesses
      3. How to Prepare for Onboarding

      How to prepare before the onboarding meeting

      Follow this guide to prepare for the onboarding by creating an account, adding your first website, creating the integration, and preparing your fallback cost

      Part 1A: Create a business account and add your first website
      (Part 1B: Create an Agency account Agencies only)
      Part 2: Install the ProfitMetrics module/app
      Part 3: Get an overview of your variable order costs (fallback costs)
      Part 4: Install the Zoom app

      Part 1A: Create account and add your first website

      1. Create account and add your first website.
        1. For Shopify, follow this guide
        2. For any other platforms, follow this guide
      2. Come back to this article to complete the next steps

      (Part 1B: Create an Agency account Agencies only)

      1. Create an Agency Account:  How to create an Agency Account
      2. Optional: Grant Agency access: How to grant Agency Access

      Part 2: Install the Right ProfitMetrics Module/App

       Choose and install the ProfitMetrics module or app that fits your setup.

      DanDomain Classic Magento 1.9 Magento 2.0 ideal shop
      DanDomain SmartWeb ScanNet WannaFind
      PrestaShop ShopoRama WooCommerce Golden Planet
      LightSpeed (C-series) thirty bees CHAINBOX Voracio
      Zapier Shopware Askås BigCommerce

      NOTE: For custom CMS

      For a custom CMS we recommend a full Hybrid Server-side Integration where possible. This requires effort from your developer to create the integration. Alternatively, there is a Client-Side integration that can be fully completed within GTM if necessary:

      Hybrid Server-side  (Recommended) Universal Client-side
       
      Part 3: Get an overview of your variable order costs (fallback costs)

      At a minimum, you will need the following for each website: 

      1. VAT of the specific country  (%)
      2. Average mark-up or margin on products (%)
      3. Average cost of shipping per order ex-VAT
      4. Average payment processing fee per order (%)
      5. Average cost for packaging, tape, labels, etc. ($)
      You can find more information on the variable order costs in this guide 

      Please note that specific Shipping method costs and Payment method costs will still need to be set up after we have started receiving orders.


      Part 4: Install the Zoom app


      During our onboarding call we will request control of your mouse for a smoother onboarding process. Please ensure that you have the app installed, and are not joining through the browser as we cannot request control of your mouse without the app.

      Click here to download and install Zoom.

      Contact customer success at support@profitmetrics.io in case you have further questions.