This checklist shows you all the tools available to customize your associate’s/customer’s eCommerce Shop experience. Follow each guide and check the boxes to keep track of each section you complete. The boxes will stay checked even if you leave this page and come back later!

If you would like, you can print this page and follow along.

Reminder: If you have any questions or need assistance with any of the steps, contact Customer Care by clicking the Help button in the corner of your screen.

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Quick Jump

• Before You Start
• Initial Shop Setup
• Basic Shop Customization
• Advanced Shop Customization

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Before You Start

You should check out our handy Introduction to the DirectScale Platform. This guide will give you an overview of how to use the admins, as well as some common interface elements.

This checklist also assumes that you’ve completed:

• Initial Setup Checklist
• Web Office Customization Checklist.

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Initial Shop Setup

Read: Initial eCommerce Shop Setup Guide

In this guide you will:

Change static content

Add navigation

Customize the site Header and Footer

Set up the Homepage

Set up the Products page

Set up the Product Detail page

Set up the Login page

Set up the Checkout page

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eCommerce Shop Customization

Read: Basic eCommerce Shop Customization Guide

In this guide you will:

Uploading Files and Assets

Learn about Multi-Faceted Configuration

Add banners

Add social networking links

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Advanced Shop Customization

Read: Advanced eCommerce Shop Customization Guide

In this guide you will:

Create custom pages

Modify page templates

Modify page component templates

Enabling Your Own Custom Enrollment Form

Insert JavaScript

Create login pop-ups and redirects

View the Activity Log