Once access is provided to your admin and temporary storefront the following will take place:
Click on the ⏵ to reveal more information and guidance within each step.
Step 1
👨🏻💻 Payment & delivery set-up
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.
If you’re onboarding customers this is required before onboarding with your customers can commence.
Create delivery rounds and 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
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. When it’s ready we will ask you to create a new record in your DNS settings to put the onboarding app live. We will provide instructions. 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:
Templates for communication with customers.
Below are some templated communication content for sending to your customers. You will have been provided with a link to your onboarding which needs to be added into the content in the form of a hyper link or QR code.
Initial email to customers about onboarding
Dear customer,
In the coming weeks we are excited to be moving to a brand new software platform built especially for veg box schemes like us. It will improve your shopping experience and help us speed up some of our weekly admin tasks.
The first step is to ask you to create an account on our new platform via these steps, this involves choosing a password (it can be the same as your existing one) and entering debit or credit card details for future deliveries to be charged against. This will enable us to migrate your regular basket contents before we are up and running. ⚠️ Please do not cancel your current payment mandate until we confirm the time is right to do so.
The sooner this is completed the better - please complete the sign up by enter date
👋🏼 Click here (hyperlink to your onboarding app) to be welcomed to our onboarding site.
👨🏻💻 Enter your email address and postcode. Please use the same email address to register as your existing account with us - we'll use this to match your details when moving your basket and order data.
🚚 Select a delivery method from the choices available
📋 Enter your name, phone number, and password. Make sure to take note of the password you have entered. This will be used for logging into the site when it is live.
🏡 Enter your address - using the address finder or by entering your address manually. Not all addresses are listed in the address finder (typically some houses without a number), in this instance, click the can’t find your address? and select ‘Create it manually’ then enter your address details into the fields provided.
💳 Enter your card details - you will only need to do this once, the card is then stored in your account to be used against for future payments once the new site is live. Card details are securely held and encrypted by Stripe, not by us.
🤳🏼 3D authentication - this is the final step. To confirm the payment set up you will need to authenticate the details with your bank. This will most likely be done via your banking app, it can also be done by SMS depending on your bank.
You will only be able to access and shop on our new website once it is live on the enter date
We will transfer over your current subscriptions with us and all will continue as normal from enter date
If you need any help please get in touch with us contact details (email/phone etc)
Email to customers who have started onboarding but not completed the sign up
Dear customer,
Thank you for starting the sign up process to our new ordering platform. We noticed you had started the process but not fully completed the set up.
You can return to the onboarding app here (link to onboarding app)
You can then log in using your email and password that you entered first time round. The app will bring you back to where you left off. Complete the remaining steps to set up your account with the last step being entering card details and 3D authentication for this.
If you need any help please get in touch with us contact details (email/phone etc)
Printed note message to go in boxes (complete where red writing is present and paste into word/google sheets/pdf file for printing.
Dear customer, In the coming weeks we are excited to be moving to a brand new software platform built especially for veg box schemes like us. It will improve your shopping experience and help us speed up some of our weekly admin tasks.
The first step is to ask you to create an account on our new platform via these steps, this involves choosing a password (it can be the same as your existing one) and entering debit or credit card details for future deliveries to be charged against. This will enable us to migrate your regular basket contents before we are up and running. ⚠️ Please do not cancel your current payment mandate until we confirm the time is right to do so.
The sooner this is completed the better - please complete the sign up by enter date
Access the onboarding app using the QR code below:
Create your Qr code here and paste above QR code Monkey
👨🏻💻 Enter your email address and postcode. Please use the same email address to register as your existing account with us - we'll use this to match your details when moving your basket and order data.
🚚 Select a delivery method from the choices available
📋 Enter your name, phone number, and password. Make sure to take note of the password you have entered. This will be used for logging into the site when it is live.
🏡 Enter your address - using the address finder or by entering your address manually. Not all addresses are listed in the address finder (typically some houses without a number), in this instance, click the can’t find your address? and select ‘Create it manually’ then enter your address details into the fields provided.
💳 Enter your card details - you will only need to do this once, the card is then stored in your account to be used against for future payments once the new site is live. Card details are securely held and encrypted by Stripe, not by us.
🤳🏼 3D authentication - this is the final step. To confirm the payment set up you will need to authenticate the details with your bank. This will most likely be done via your banking app, it can also be done by SMS depending on your bank.
You will only be able to access and shop on our new website once it is live on the enter date
We will transfer over your current subscriptions with us and all will continue as normal from enter date
If you need any help please get in touch with us contact details (email/phone etc)
Create some urgency - It is important to stress the urgency and importance of completing this onboarding process. The tone of language in emails and notes to customers will be key. We know from experience that change is difficult for customers, even so we find that ~95% of them onboard without a question or issue to resolve. Spell out the positives of what your new website will be providing and set them due dates for completing the process. A few customers may be resistant and you may need to call the final few that don’t take action. It’s a good idea for you to set aside a short amount of time each week during onboarding for this admin.
Importance of customer email addresses It is vital that when they are creating an account that the same email address is used that they currently use to order with you. This is the unique identifier and when we come to migrate any data we will match any account and order data together through this.
Monitoring progress of customer onboarding:
As customers onboard their accounts will be created and can be found in your GG system. You will be able to find them in your customer report: /customers/report. From this report you will be able to search, segment and download customer details in order to communicate further with them.
When your customers are onboarding they may drop out mid way through filling in the form. The customer will be able to resume their onboarding process by logging back in and resuming where they left off. Make sure they make a note of the password they use.
Here are some common issues that you may have to resolve:
Customer with an account but no address.
Any customers that have a blank address in the customer report haven’t completed the sign up process yet. You can find these by sorting any accounts where the postcode field is empty to the top of the list. They can simply resume where they left off and enter their address into the lookup or enter manually. It will then take them through to the payment set up.
Customer with an account, an address but no payment method.
Any customers who have a Yellow warning symbol under ‘payment method’ has not completed the payment method se-up and have failed to add and/or authorise their card details. You can find these by applying the filter Payment method is ‘False’.
You will need to contact these customers separately and prompt them to complete the process by adding their card details and completing any 3d secure authentication with their bank.
Customers who have not created an account.
To find those without an account you will need to cross reference the GG admin list with your current database of customers. Make sure they have been provided with the link again to the onboarding app.
What do I do with customers who don’t want to order online?
You may have some customers who are unwilling to shop online and add card details. We do stress however that the system is designed for being used online and connected to Stripe for payment.
You can create accounts manually for customers through the admin. However for orders to process on going live they will need to have credit on their account for orders to process.
If there are any customers who have not created an account by go live we can transfer their data from your current system, however they will not have a valid method payment set up. We will need to discuss how to handle these on a call with you and how you should communicate with them.
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:
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.
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:
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:
Creating products – Growing Good | Help Centre
The following tasks should be completed:
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:
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
Step 4
📚 User training and testing
Testing your storefront website
Shop like a customer and make sure you are happy with your set up.
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.
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/
or if you don’t want to use the driver app you can create manual printed driver sheets:
Manual printed packing sheets
Cancel and refund an order
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:
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 ask you to update some DNS settings to put the site live. 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 🙌🏼