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

      To get started effectively, prepare for the onboarding by creating an account, adding your first website, installing the module, and prepare your fallback cost data

      Part 1: Create a business account and add your first website
      Part 2: Install the ProfitMetrics module/app
      Part 3: Get an overview of your variable order costs (fallback costs)
      Part 4: Schedule an Onboarding call

      Part 1: Create account and add your first website

      Click here to create account and add your first website. (Come back to this article to complete the next steps).

      Part 2: Install the Right ProfitMetrics Module/App

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

      Shopify Magento 1.9 Magento 2.0 ideal shop
      DanDomain Classic DanDomain ScanNet SmartWeb
      WannaFind ShopoRama WooCommerce Golden Planet
      PrestaShop thirty bees Universal Client-side Universal Server-side
      LightSpeed (C-series) ShopWear Askås BigCommerce
      Zapier CHAINBOX Voracio  
       
      Part 3: Get an overview of your variable order costs (fallback costs)

      At a minimum, we need the following: 

      • VAT of the specific country per website (%)
      • Average mark-up (not margin) on products (%)
      • Average cost of shipping per order ($)
      • Provide a list of all your shipping costs
      • Provide a list of all your Payment processing fees (remember to sum all fees related to any given transaction)
      • Average payment fee per order (%)
      • Average cost for packaging, tape, labels, etc. ($)
      You can find more information on the variable order costs in this guide 

      Part 4: Schedule an Onboarding call 

      Once you've completed parts 1–3, you can book an onboarding call. Please ensure that you have login and admin rights for the e-commerce and marketing platforms.

      Click here to Schedule an Onboarding call.

      Once the onboarding session begins, we'll set up connections to the e-commerce and marketing platforms, requiring admin access. Please ensure that you have admin rights to the you backend system and marketing channels you wish to connect with ProfitMetrics.


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