Client Form Woocommerce Questionnaire Please complete the form.Note that some fields are optional while others are required. Client Woocommerce setup form Leave this field blank Your Site Name/s Your Name GENERAL Store Address Line 1: This is where your business is located. Tax rates and shipping rates will use this address. Store Address Line 2: (optional) An additional line for your store address, if required City: The city in which your business is located. Country: The country in which your business is located. State/County: The State or County in which your business is located. Post/Zip code: The postal code in which your business is located. Selling locations: Choose to which countries you will sell your product/s. Sell to all countries Sell to all countries, except... Sell to specific countries Please specify your country choices based on your answer to the previous question (optional) If you chose "Sell to all countries" please leave this field blank. If you chose "Sell to all countries except..." please type the names of the countries here. If you chose "Sell to specific countries" please type the names of the countries here. Do you want Woocommerce to calculate taxes? Taxes for Australia will be setup for GST. For other selling countries we will contact you for your preferences. Yes No In which currency will you sell? This is the main currency of your store - i.e. USD or US dollars, AUD or Australian dollars, etc. Do you want to enable the use of coupons Yes No If you answered "Yes" to enabling coupons, do you want coupons to be cumulative? (optional) If you wish to enable the use of coupons, do you wish only one coupon to be used at any given time, or will you allow your customer to apply multiple coupons? Yes No PRODUCTS Do you wish your customers to be redirected to the Cart as soon as they add a product? If you do not redirect your customers, they will remain on the currently selected product. Yes No Do you wish to enable Customer Product Reviews? Customers will be able to leave reviews for your products. Yes No Do you wish to enable Product Star Ratings? Customers can rate your Product/s with a star rating system. Yes No PAYMENTS Which payment methods would you like to activate? We usually recommend Square and PayPal, but can investigate other methods for you, such as Afterpay, Zip, eway, eziDebit etc. (please be aware that integration of some payment methods will impact your development costs). Square PayPal Others Please indicate your "others" in the field below Other Payment Solutions Please enter the names of solutions you would like integrated PAYPAL We will use these details to obtain all of the information required to setup PayPal payments in Woocommerce. Once accessed, your details will not be stored online for security. If you are not comfortable sharing this information on this form, please contact us on +61 (0)422 373 679. PayPal Email (optional) The email you use to login to your business PayPal account. PayPal Password (optional) The password you use to login to your business PayPal account. SQUARE We recommend Square as our preferred online payments provider, as they charge the lowest overall rates for online credit card transactions. If you don't have a Square account, please apply for one here: https://squareup.com/signup?signup_token=PHILIPJOH4 Disclosure: if you sign up for a Square account through our affiliate link you will receive AUD$1,000 of free processing in your first 180 days. As a bonus for your referral, we will also receive $1,000 of free processing for the same period. There are no referral or trailing commissions. We will use these details to obtain all of the information required to setup Square payments in Woocommerce. Once accessed, your details will not be stored online for security. If you are not comfortable sharing this information on this form, please contact us on +61 (0)422 373 679. Square Email (optional) The email you use to log in to Square. Square Password (optional) The password you use to log in to Square. ACCOUNTS & PRIVACY Guest checkout - allow customers to place orders without an account It is often better to force customers to create an account on checkout, as they can then use the self-service "My account" area of your site. Yes No Guest checkout - allow customers to log into an existing account during checkout Yes No Account creation - allow customers to create an account during checkout Yes No Account creation - allow customers to create an account on the "My account" page Yes No PRIVACY STATEMENT/POLICY Please note, your site will require a Privacy Statement/Policy page which will be included in the woocommerce setup. You will need to forward this to us before your store can go live. EMAIL SENDER OPTIONS Please note that as part of your WordPress/Woocommerce email setup, we will create a free Sendinblue account on your behalf, using a CBandC Client email address structured like this: clientname@cbcclient.email. The reason for this is that WordPress email on hosting accounts is notorious for email delivery issues. To ensure your system emails, such as WordPress notifications, password resets, and Woocommerce notifications to both you and your customers, etc., are actually delivered, we need to use a third party service for delivery. If you would prefer to use a different third party service for your site emails, such as GSuite or Microsoft365, please let us know immediately, so we can action the required configurations. "From" name How the sender name will appear in outgoing Woocommerce emails - i.e. from the Woocommerce Store of MYCOMPANY. "From" address How the sender email will appear in outgoing Woocommerce emails. Would you like us to customise your Woocommerce email template? Customising your email template means we will add your logo and adjust footer text (tell us what you would like in your footer text in the field below), base colour, background colour, body background colour and body text colour, so the template best represents the styling of your site. Yes No I would like to do this myself, but can you assist? Email Footer Text Please provide the text (perhaps your business slogan) you would like to include in your email footer. We will also include the text - "Powered by Woocommerce" unless instructed otherwise. Order Notification Emails To which email should order notification and other emails be sent? OTHER CONSIDERATIONS Shipping Methods, Pricing and Zones - this should include details of the carriers you wish to use and the rate calculations. We will need this to create the backend setup for shipping - NOTE: A paid plugin may be required for this, depending on your chosen shipping method/s. Address Auto-complete - if you would like customer addresses to be completed automatically during the checkout process, please let us know. NOTE: A paid plugin may be required for this. Free Shipping - if you wish to provide free shipping based on purchase levels, we can arrange this at extra cost. A premium plugin is required. Review submission
