Step 1: Create a Sub-Account for the retailer
Please follow the article here to create a sub-account for each on-line retailer or each restaurant you wish to service. Once the sub-account is set up, please open a ticket with MindFire Support by emailing to [email protected]. In the ticket please provide the account name and let us know that you wish to use this sub-account for an eCommerce Storefront. The purpose of this ticket is to remove the existing dedupe criteria and add a new dedupe criterion for the eCommerce sub-account to use the orderID field.
Step 2: Setting up your Stripe Account
Please review this article here to learn about how to set up a Stripe account to start accepting payments online and how to obtain credentials for testing.
Step 3: Update Company Settings
Please take a look at this article to recap how to set up new company information in the MindFire portal.
Once the company information is set up, please go to Settings | Integrations, scroll down towards the bottom and put in the Stripe published key, the secret key, and the sales tax percentage. Here are the instructions on how to obtain Stipe Test Keys and Production Keys and here is a list of credit cards you can use while in the test mode.
Step 4: Upload Product List
Please review the article on how to upload assets first. You have to upload the product list in the Documents folder, as shown in the video in the article above. You can upload as many product lists as you like, but there can be only one active list at one time. The active menu must be renamed MENU-ITEM.csv.
The product list must be a CSV file (not xls) and here is an example of it. An explanation of all the columns follows.
Category - Item category, such as Starters, Entree, Salads, Soups etc
Name - This is the name of the item or the product, e.g. french fries
Description - a brief description of the product.
Image - Optional. A link to an image of the product that is displayed in the menu
Price - Unit price for the product
CategoryDescription - This is optional, to be used in case there is a special description for a category.
Valid - Optional. This indicates the day of the week this product is valid - coded 0-Sunday, 1- Monday and so on. If it's blank, it means the item is available all days a week. If the value is 1, the item is available only on Monday. If the value is 12, the item is available only on Monday and Tuesday. Please contact our support at [email protected] if you need more information.
Step 5: Create & set up Retailer campaign
MindFire uses a standard Capture Leads blueprint with eCommerce-specific templates to launch the storefront. So it is best to recap the Capture Leads blueprint first by reviewing this article.
To launch the eCommerce storefront, please select the OptiChannel Retailer template or any other template that has been set up for you with built-in Angular eCommerce objects.
Optionally you can set up an integration to the retailer's existing PoS system by using the Zapier option available in the Page Settings tab associated with the landing page, as shown in the image below. Please contact us at [email protected] for more information on using Zapier.
Step 6: Launching the storefront
Launching is as simple as saving the Capture Leads campaign. Copy the domain at the top of the page, as shown below, and promote it, either through a Drive Traffic campaign, direct mail, social media or any other method. You can watch the video below to learn how to use the dashboard or reporting associated with the eCommerce portal.
Once you are satisfied with the testing, you should be able to modify the Stripe keys in your Settings | Integrations tab to use the production keys and go live. Here is a recap on capturing the Stripe production keys.
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