The go-live journey – Growing Good

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Thank you for deciding to join our community of users, we are delighted to have you on board! This page will take you through the full process of everything you need to do before going live us. The important thing for us to stress is that we are here to support you throughout, it really isn’t as daunting as it may feel and if you have any questions, we’ll come back to you pretty quickly on your Discord channel - or you can book a call with Martin here.

Once access is provided to your admin and temporary storefront the following will take place:

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Martin will book a quick call to go through initial set up. On this call we will decide on a target go live date and whether we need to set up our customer onboarding app for you. If you are onboarding customers we will discuss your current system and discuss a plan for transferring your data on go live. A spreadsheet may be be provided for completion.

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Click on the ⏵ to reveal more information and guidance within each step.

Step 1

👨🏻‍💻 DNS, Stripe & System set-up

Provide us with access to your DNS host

This may sound technical but don’t worry we are here to help if needed. We need you to provide our CTO with access to where your domain is hosted. This is usually called ‘delegate access’ but depends on your specific domain host.

Why do you need this? This is so that you retain control of your website domain and any email addresses linked to this, but enables us to make the necessary changes for creating an onboarding app (if required) and putting your site live. Renee’s details are as follows: Name: Renee Thomassen Email: Renee@growing-good.co.uk

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If you’re onboarding customers this is required before onboarding with your customers can commence.

Set up payment connection with Stripe

In order for you to process payments on our platform you will need to make sure you are all set up with our payment provider Stripe. This is very straight forward to do, but will require you to have some information to hand such as identity documents and bank details.

You can do this in your admin by navigating to /settings/payment (depending on the admin link we have provided you). Click on ‘payment gateway’ and then ‘Start Stripe Onboarding’. This will direct to Stripe to complete the process.

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If you’re onboarding customers this is required before onboarding with your customers can commence.

Create delivery rounds and distribution methods

Create your delivery rounds along with appropriate settings in the admin, this can be completed in: /settings/delivery-rounds.

Add your distribution methods including any delivery areas and collection points. This can be completed in: /settings/distribution methods.

You can follow this guide to help you set up both of these settings Setting up delivery rounds and collection points – Growing Good | Help Centre

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If you’re onboarding customers this is required before onboarding with your customers can commence.

Step 2

🛤️ Customer onboarding - You can skip this if you’re going live without onboarding customers.

Customer onboarding

🚢 Customer onboarding commences. If we are creating a Customer onboarding page for you see information below. You can skip this if you’re going live without onboarding customers.

We will create an onboarding app for your customers, which will be a web page with a sign up process for customers to create an account with you. We will send over the link when it’s ready! Here’s a guide on how this works Customer onboarding

You should be proactive in communicating with your customers, the following should be done to help this process along:

Add a link to your onboarding app to your current website in a banner - signposting them to the app.

Send regular weekly emails to customers about the onboarding app, reminding them to do make sure it is completed by a particular date.

Printed notes in boxes in all orders. Top Tip: You can include a QR code that links to the onboarding app website. There are many free QR code generators such as https://www.qrcode-monkey.com/.

Step 3

🛒 Setting-up your store

Build your storefront website

One of the most important tasks is to complete the design of your new website in our website builder. You should aim to have this completed at least 1 week before our set go live date with you. Take a look at the various guides in our knowledge base on website design and store set up: System & store set-up – Growing Good | Help Centre

If you need some inspiration here are what some other users have built using our page builder:

Sutton Community Farm

Sandy Lane Farm

Growing Communities | Fresh, Organic Veg Boxes from Local Farms

ROOTSTOCK

Before you start make sure you have access to some high quality images and have a plan for the pages and text that will be displayed on your site.

If you don’t have high quality images to hand yet you can use stock images from resources such as https://unsplash.com/ in combination with some genuine images taken at your operation.

Here’s some useful articles to have a look through before starting on your website design.

https://www.toptal.com/designers/e-commerce/ecommerce-ux-design-principles

https://www.shopify.com/blog/ecommerce-ux

https://www.smashingmagazine.com/2008/01/10-principles-of-effective-web-design

Here’s a really useful article on home page design

https://onilab.com/blog/ecommerce-homepage-ux Some key pointers.

Have your products front and centre

Keep your copy concise and to the point

Design it with mobile use in mind first. Our website builder automatically optimises your site for mobile but designing this in mind first is vital.

Highlight your story and what sets you apart form the rest

Here’s a list of tasks that will need completing:

Add your logos in Settings under ‘General’

Set colour palette under ‘Colour palette’

Create your home page to a high standard

Create your content pages

Add shop categories to menu

Add products to categories so they appear on storefront

Add content pages to menus (top and bottom)

Send us Social media links to add to your footer

Create your products

Alongside building your website you will need to create your catalogue of products for selling on our platform. You can create products in your admin in the products page /products. Here are some useful guides on setting up products:

Product categories – Growing Good | Help Centre

Creating products – Growing Good | Help Centre The following tasks should be completed:

Create any individual products such as fruit and veg which will go into your veg boxes and anything else that will be sold online

Create veg box products and apply correct pricing and settings

Create product categories (and subcategories) that will be displayed in your storefront

Add products to product categories

Add your email content

Add your desired email content to our automated emails in /settings/emails.Here's a guide on the different emails and how to customise the content:

Automated emails – Growing Good | Help Centre

Add your conversion rules

Add your basket rules to tell your shop what minimum spend and other criteria you will allow for customers orders to be confirmed. You can read our guide on conversion rules here Sales conversion rules – Growing Good | Help Centre

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Martin will book a call with you to go through fulfilment testing process and discuss the ideal way for you to complete your deliveries using your platform. We may suggest purchasing some equipment after this call such as a label printer and tablets.

Step 4

📚 User training and testing

Testing your storefront website

Shop like a customer and make sure you are happy with your set up.

Go to your temporary storefront website which you will have been provided with an URL for.

Click the ‘sign in’ icon in the top right of your site and then click on ‘No account? Sign up’.

Create an account going through the sign up process

Navigate to a shop category page that you have created to view your customer basket. This will give you prompts to add an address. Click on the link in the basket and add an address. Once this is added the card details from will pop up. As your site isn’t live this won’t allow you to add card details. At this point close the dialog box.

To enable deliveries for that customer credit will need to be added to their account.

Go to your admin site and search for the customer you have created in your customer list /customers. Open the customer profile by clicking ‘view’.

Add credit to the customer by clicking on the ‘credit’ tab. Click ‘create credit’ and then add an amount of credit enough to process a few orders.

Navigate back to the storefront and add items to the customers basket and make swaps (if applicable).

Your order will then be confirmed based on the delivery round you are attached to and the process day set against it in /settings/delivery-rounds.

If you’re planning on offering extras and swaps. Set stock on products and make products available as swaps (if applicable). This can be done using the product ‘quick edit’ table in /products. Inventory can be set in /products/inventory.

Go to /products/box-builder and add box contents for the next week. Hit publish to show box contents on the storefront.

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Martin will book a call with you to go through any final questions you may before go live.

Fulfilment testing

We will invite you to a test admin system to learn how the fulfilment process works. Look out from an invite from us to create a password for the test admin. Then proceed to log into the account on demo.growing-good.co.uk . This is conducted in a separate system so it doesn’t interfere with order data in your real admin site.

Explore live baskets data /live-baskets/total

Explore fulfilment data on a the day after your process day. Go to Overview, bagging, picking pages.

Organise delivery order - go to /fulfillment/delivery . Go to a day of the week that the deliveries fall on. Click ‘optimise delivery route’ to assign drops to the round. You can then test changing the order by dragging the drop to a different point in the round.

Go through the following to explore how to pack orders. Go to packing: /fulfillment/packing. The delivery rounds will be listed on this page.

Print labels - If you would like to print labels for your boxes click on the ‘print’ icon for the delivery round. You can change your printer settings in /settings/printing to either 10 per sheet inkjet labels or a label printer option.

Click on ‘Pack’ to explore the packing screen designed for tablets.

Click on ‘Print’ then printed packing sheets to view the packing sheet option. This is an alternative to labels and packing screens and require printing.

Explore the downloadable packing data by clicking on the download button on a delivery round. Export ‘packing sheets’ includes lots of data with each product they have ordered in a separate row. ‘Export labels’ lists each customer in their own row. ‘Export packing summary’ lists products and total for each if you just need the total for each product that have been ordered.

If you are a ‘collection only’ scheme you can go to /fulfillment/collections and view the collection over and collection checklists. The checklists can be printed to be taken to the collection point.

Delivery sheets/Driver app testing

Explore the final part of the process by testing our driver app. Go to the demo driver app which can be found here: https://driver.demo.growing-good.co.uk/

On the day of delivery (Friday) or day before (Thursday) navigate to the demo driver app.

Explore the driver app and hit ‘delivery completed’.

or if you don’t want to use the driver app you can create manual printed driver sheets:

Manual printed packing sheets

Hit the ‘download’ button for the delivery round that has processed and then ‘export labels’. This produces orders on one row suitable for a delivery sheet. Under ‘columns’ hide any that you don’t wish to have in the delivery sheet. Then hit ‘export’ to download as a CSV.

Cancel and refund an order

Cancel a whole order. Go to the sales page /sales and hit ‘view’ on an order to bring up the order. Change the status of the order from ‘Processing’ to ‘Cancelled’ This cancels the whole order. Refund the balance on the order at the bottom of the page.

Cancel and individual item. Go to the sales page /sales and hit ‘view’ on another order to bring up the order. Select an item in the order using the checkboxes. Hit ‘cancel items’ and then refund the balance on the order at the bottom of the page.

Step 5

🚀 Go live

Go live day!

Finally the day is here! These are the following things that will need to happen on go live day:

Check all products available in your store - making sure you are happy with availability

Make sure box contents are published (if required)

Send us over any final migration data (if applicable, we will provide you with a spreadsheet template if required)

We will then work through a list of important development tasks before putting a holding page up on your website.

Once this happens we will migrate your data across and then ask you to do some spot checking of the data.

Once we are happy we will make the changes so your website domain will point towards your new GG website. This can take several hours to go live. Once live we will test the ordering process and make sure the payment connection to stripe is working correctly.

We will notify you when it is all up an running 🙌🏼