eCommerce Website QuestionnaireStep 1 of 137%Name First Last Email Company NameCompany Address (Store Address)Product ConfigurationDo you have a wholesale site or a retail site? Wholesale site only Retail site only Both OtherHow many product SKUs do you have now?Please list the primary product categories you will have.Will there be sub-categories? If so, please list those out.What product types will your eCommerce store need to support? (See below for descriptions of each type) Simple – covers the vast majority of any products you may sell. Simple products are shipped and have no options. For example, a book. Grouped (bundled) – a collection of related products that can be purchased individually and only consist of simple products. For example, a set of six drinking glasses. Virtual – one that doesn’t require shipping. For example, a service. Enabling this, disables all shipping related fields such as shipping dimensions. A virtual product will also not trigger the shipping calculator in cart and checkout. Downloadable – activates additional fields where you can provide a downloadable file. After a successful purchase, customers are given a downloadable file as a link in the order notification email. This is suitable, for example, for a digital album, PDF magazine, or photo. External or Affiliate – one that you list and describe on your website but is sold elsewhere. Variable – a product with variations, each of which may have a different SKU, price, stock option, etc. For example, a t-shirt available in different colors and/or sizes. Other types are often added by extensions or customization.What attributes or features will your products need? (See below for more details)Examples of attributes include size, color, style, etc. Attributes are typically something that your customer would have more than more option to choose from and would select their preference via a dropdown. In the example below, "Color" and "Size" are the attributes. What is the most complex product that will be sold on the site?Will you require any special types of products such as subscription, auto-ship, or customizable products? If so, please describe.Will you require any special website features for your customer when they are viewing/shopping products on your website?Select all that apply Product filters (ability to sort product list by bestsellers, price, size, color, most recent, alphabetical, qty, or other characteristics) Search Ability to leave product reviews OtherPlease describe what "Other" website features you would likeWhat volume of sales do you anticipate within the next 12 months? Within 3 years?PricingPlease provide spreadsheets detailing your product pricing and product specs if applicable (weight, size, attributes, etc.).If a spreadsheet is not available, please upload any pricing catalogs. Drop files here or Select filesMax. file size: 100 MB.Please upload any special pricing information you have for dealers, MRP, regular, sales Drop files here or Select filesMax. file size: 100 MB.TaxesDo you need to charge tax on your products and shipping? Tax applies to products only Tax applies to products and shipping OtherIf yes, what % tax rate do you need to charge on your products?User Experience and DesignWhat types of email follow-ups should your customer receive?Please select all that apply. Invoices Shipping notifications Notification of any problems with order Post-purchase survey or newsletter OtherPlease describe what "other" email follow-ups customers should receiveWhat type(s) of internal email notifications does your team need to receive when there is a new order? Invoices? Shipping notifications? Notification of any problems with order?Please select all that apply. Invoices Shipping notifications Notification of any problems with order OtherPlease describe what "other" internal email notifications your team should receivePlease list the company email address(s) to receive email notifications (for the notifications listed above)Do you need multiple product images or a single product image? Multiple product images Single product image I don't need product images at all OtherDo you need the ability for the user to zoom in on the image? Yes No OtherHow much detail about your products would you like to include on the product page? For example, will you need tabs or other containers (ex: spec tables, instructions, etc.) to accommodate additional information?Would you like the customer to be able to view the product specifications? Yes No OtherWill there be multimedia content in your product pages, such as video? Yes No OtherSite ManagementWhat are the user roles that your site will require? Check all that apply Admin Store Manager Product Administrator Customer Service OtherPlease describe the "Other" user roles you will needAre there any security concerns around site management that are unique to your business?ReportingWhat types of information do you need to retrieve, and at what intervals, for: Finance Marketing Operations Freight reports Customers reports (new or returning customers, other customers group) Abandoned cart Google/ Facebook analytics Any other categories?Please describe what "other" types of information you need to receiveAre graphs or dynamic visualizations of sales data important for your planning? Yes No OtherWill you need direct database access or the ability to write your own reports? Yes No OtherWill you need specialized reporting for the wholesale channel? Yes No OtherWhat features will your specialized reporting need?Will you need to export reporting data? Yes No OtherWhat formats will you need the exported reports in (pdf, excel, csv, word, etc.)? How customizable do these reports need to be?Please upload any sample reports that show the data you will need for your management process Drop files here or Select filesMax. file size: 100 MB.Shipping / FulfillmentWhat shipping options do you want to offer your customers? (standard, 24-hour, priority, etc.)Do you offer any special shipping promotions, such as “free shipping for orders over $X,” “free shipping with coupon code XYZ,” or “2-day for the price of ground during the holidays?”What shipping destinations do you offer? (check all that apply) US Alaska and Hawaii Canada Internationally OtherPlease describe what "other" shipping destinations you offerIf you offer international shipping, please specify which countries you ship to (or just say "all")How is your shipping price calculated? Flat fee Markup from cost Calculated dynamically during checkout based on customer location Calculated dynamically during checkout based on product weight or dimensions (if required, we will need product spreadsheets that detail product weights and specs) Calculated dynamically during checkout based on customer location and product weight Different shipping calculation methods exist for each product OtherDo you have shipping classes for your products?Shipping classes are used by certain shipping methods to group similar products.Should customers’ previous “ship to” addresses be retained? Yes No OtherShould customers be able to ship to more than one address in one order? Yes No OtherWho is your preferred shipping carrier(s)(Ex: USPS, UPS, FedEx, etc)Do you have a company account with your preferred shipping carrier? Yes No OtherPlease describe and additional fulfillment partners and the software tools they use. Please provide all available documentation on those tools so we can advise on integration potentialAre there any expected changes to your fulfillment system or partner within 12 months? Yes No OtherAre there special shipping requirements for your wholesale customers? Yes No We don't offer wholesale OtherPlease describe any requirements for printing shipping labels, return authorizations, etc.InventoryThe inventory section allows you to manage stock for the product individually and define whether to allow back-orders and more. It enables you to sell products and allow customers to add them to the cart to buy.Will you be managing inventory via the website? Yes No OtherWhat type of inventory reporting will you want to see?Would you like to receive low stock level alerts? Yes No OtherHow will you want to update inventory? (Manually? Via an upload form?)Will back-orders be allowed? Yes No OtherCan customers ask to be notified when an out-of-stock product becomes available again? Yes No OtherCustomer SupportWhat types of support will you want to offer? Check all that apply Support forum Live chat Phone FAQs OtherPlease describe the "other" type of customer support you want to offerHow will refunds be received, processed, and put into the system?Should customers have the ability to log in and check their order status? Yes NoWill phone sales be handled through the website? Yes NoWhat customer service process do you have in place, and how should the ecommerce tool interact with it? What features will you need to provide the desired level of customer service?Payment GatewayWhat payment gateway(s) will you offer?Which payment methods will you accept? Check all that apply Credit Card Paypal eCheck OtherPlease describe the "other" payment method you will acceptSecurity & CompliancesDo you need any special security configuration outside of the standard (128-bit SSL, avoiding retention of credit card numbers, etc.)?If so, please describeDo you have any specific security concerns of historical issues we should be aware of?What standards or compliances are needed?Would you like to set up the spam protection and use ReCaptcha on your site forms? Yes No OtherWholesaleDo you need tools or systems to support wholesale / dealer sales? Yes No OtherShould dealers be able to log in to a specialized area of the site? Yes No OtherIf so, what types of activities can they do there, and what information should they be able to retrieve?Do you need the dealer locator on your site? Yes No OtherSEO (Search Engine Optimization) and AnalyticsHow important is SEO to you (on a scale of 0-10)?0=not necessary and 10=essentialPlease enter a number from 0 to 10.What types of analytics and data would you like to gather on your customers? Check all that apply Will you want to track conversion funnels? Purchase frequency Lifetime value Demographic data OtherPlease describe the "other" analytics you would like on your customersAre there any specific goals around advanced analytics integration, such as Google custom variables for specific products, campaigns, etc.?Marketing ToolsCoupons: What types of coupons will you want to offer? Check all that apply One-time Fixed multi-use Single-customer I will not offer any coupons OtherPlease describe what "Other" coupons you want to offerDiscounts: What types of discounts will you want to offer? Check all that apply Product-specific Product kits I will not offer any discounts OtherPlease describe what "Other" discounts you want to offerGift cards: Will you offer gift cards? Yes No OtherWhat options would you like to provide for your gift cards?Will gift cards be physical (shipped to a recipient) or virtual (delivered via email)? Physical (shipped to a recipient) Virtual (delivered via email) OtherAffiliate codes: Will you want to provide affiliate codes? Yes No OtherWhat are the requirements around affiliate codes, and what types of information and reporting will you want on them?How many affiliates do you expect to have within 3 years?Will you want to provide an affiliate portal for your affiliates? If so, what would the preferred specs of such a system be?Newsletters: Will you want automatic newsletter signup options at purchase? Yes No OtherWhat are your CRM (customer relationship management) integration requirements?Integration with CRM: Will you want to integrate your eCommerce site with an existing CRM, or are you seeking an end-to-end eCommerce/CRM combination tool? Integrate with existing CRM Integrate with new CRM eCommerce/CRM combination tool OtherIntegration with email marketing: What email marketing efforts are you doing now?What new email marketing programs will you have within 3 years?Up-sell / cross sell / related products: Would you like these capabilities? Check all that apply Up-sells - products that you recommend instead of the currently viewed product. (ex: try this newer/better quality/more expensive product) Cross sells - complementary products that you promote in the cart, based on the current product. (ex: you may also like...) Related products - products from your store that share the same tags or categories as the current product.If so, what types of functionality would you like for your up-sells, cross sells and/ or related products?Gift orders: Would you like to offer any gift order services? Check all that apply Gift wrapping Gift receipts / messages I don't want to offer any gift order services OtherPlease describe what "other" gift order services you would like to offer.Abandoned carts: How important are tools to prevent or address cart abandonment?Content ManagementAre there other features you’d like to add to your site outside of ecommerce? Check all that apply Downloadable PDFs Landing pages Case studies or portfolio Customer testimonials Videos OtherPlease describe what "other" features you would like to add outside of ecommerceIf any, what areas of your site change frequently?How are those site changes/updates currently managed?What updating capabilities do you wish you had, which you currently do not?Known IssuesAre there any issues with current tools you’re using which you’d like us to know about?OtherDo you want to implement additional functionality or custom integrations with your website?If Yes, please describe your business goals and we will find the best solution for you!Features vs. Cost and TimelinePlease place the following factors in their order of importance to you:Speed of implementationFlexibility of designFlexibility of functionalityIntegration with website content managementIntegration with website content managementBuilt-in reporting capabilitiesCustomizability of reportingMarketing tools & featuresOne-time implementation costMonthly maintenance costEase of use for site managersEase of use for customersCustomer support featuresCheckout process (simplicity / speed)SEOAnalyticsEmailThis field is for validation purposes and should be left unchanged.