Shopifyでカスタムオーダーを作成する方法.

Table of Contents

1. Introduction
2. Understanding Custom Orders: What They Are and Why They Matter
3. Creating Draft Orders on Shopify
4. Utilizing Custom Order Forms
5. Best Practices for Continuous Improvement
6. Conclusion
7. FAQ

Introduction

Did you know that nearly 70% of online shopping carts are abandoned before purchase? One significant reason behind this staggering statistic is a complicated checkout process. As an e-commerce business owner, you might be seeking ways to streamline your operations and enhance customer satisfaction. One effective method to achieve this is by creating custom orders on Shopify. This feature allows for greater flexibility and personalization in the ordering process, catering to the unique needs of your customers.

In this blog post, we will delve into the concept of custom orders on Shopify, exploring their importance and providing a step-by-step guide on how to create them effectively. By the end of this article, you will understand how to leverage draft orders and custom order forms to improve your customers’ experiences, potentially leading to increased sales and reduced cart abandonment rates.

We will cover the following key aspects:

• Understanding custom orders and their benefits.
• Step-by-step instructions on creating draft orders.
• How to utilize custom order forms.
• Real-world applications and tips for success.
• Best practices for continuous improvement.

This comprehensive guide aims to equip you with the knowledge needed to enhance your Shopify store’s efficiency and customer experience. Let’s embark on this journey together!

Understanding Custom Orders: What They Are and Why They Matter

What is a Custom Order?

A custom order on Shopify allows merchants to create orders tailored specifically to a customer's needs. This can involve anything from special product requests to unique pricing or shipping arrangements. Custom orders can be particularly beneficial for businesses that sell personalized products or operate in a B2B environment.

Why Create Custom Orders?

1. Enhanced Customer Experience: Custom orders enable businesses to provide a more personalized shopping experience. This can lead to higher customer satisfaction and increased loyalty.

2. Flexibility in Payment Options: They allow merchants to accept various payment methods, including cash on delivery (COD), which can be crucial for specific markets.

3. Simplified Order Management: By creating draft orders, businesses can manage orders not just from online sales but also from in-person transactions or phone orders.

4. B2B Functionality: For businesses that cater to other businesses, custom orders can facilitate bulk purchasing and special pricing arrangements.

5. Improved Conversion Rates: A simplified and tailored checkout process can lead to higher conversion rates and reduced cart abandonment.

Creating Draft Orders on Shopify

Draft orders are an essential tool for creating custom orders on Shopify. They allow you to add products, apply discounts, and send invoices to customers. Here's how to create a draft order step by step.

Step 1: Accessing the Draft Orders Page

1. Log in to your Shopify admin panel.
2. Navigate to Orders in the left-hand menu.
3. Click on Drafts to open the draft orders page.

Step 2: Creating a New Draft Order

1. Click on Create order.
2. Add products to your draft order by either typing the product name or browsing your store's inventory.
3. Once the products are added, customize the order by:
   • Adding customer information.
   • Applying discounts.
   • Modifying shipping options.
   • Adjusting taxes as necessary.

Step 3: Customizing Your Draft Order

After adding products, you can further tailor the draft order:

• Add Custom Items: If you need to include products that aren’t in your inventory, you can create a custom item by selecting the Add custom item option.
• Apply Discounts: You can add existing discount codes or create a custom discount for this order.
• Shipping and Taxes: Ensure you set appropriate shipping rates and tax options based on the customer's location.

Step 4: Sending the Invoice

Once your draft order is set up, you can either:

• Send an Invoice: This allows the customer to complete their payment through a secure checkout link.
• Accept Payment: If the payment is made immediately, you can finalize the order right away.
• Save as Draft: If you need to make further adjustments later, save the order as a draft.

Example Scenario

Imagine you run a business that sells customized gifts. A customer calls requesting a personalized gift basket. By creating a draft order, you can easily add specific items based on their preferences, apply a special discount for their loyalty, and send them an invoice to complete their purchase.

Utilizing Custom Order Forms

Custom order forms enhance the ordering experience by allowing customers to provide specific information related to their orders. Here’s how to set up a custom order form on Shopify.

Step 1: Install a Custom Order Form App

Several apps in the Shopify App Store can help you create custom order forms. One highly recommended app is EasyOrder by NexusMedia. This app offers a user-friendly interface and various customization options.

1. Install the EasyOrder app from the Shopify App Store.
2. Follow the onboarding process to familiarize yourself with its features.

Step 2: Designing Your Custom Order Form

1. Navigate to the app dashboard and select a pre-set form template.

2. Use the drag-and-drop builder to add fields, such as:

   • Name
   • Email
   • Phone Number
   • Shipping Address
   • Product Customization Options (e.g., size, color)
   • Special Instructions

3. Customize the appearance to match your store's branding by adjusting colors, fonts, and layout.

Step 3: Testing Your Custom Order Form

Before launching, it’s crucial to test the form to ensure everything works correctly. Check for:

• Functionality on different devices and browsers.
• Broken links or incorrect field validations.
• Overall user experience to guarantee a smooth process.

Step 4: Launching Your Custom Order Form

Once testing is complete, enable the form for your desired products or across your entire store. Encourage customers to use the form by promoting it through your marketing channels.

Example Scenario

A customer wishes to place a bulk order for personalized T-shirts. By using a custom order form, you can allow them to specify sizes, colors, and any custom text they want printed. This streamlined process not only saves time but also improves communication and reduces errors.

Best Practices for Continuous Improvement

Once you have implemented custom orders and forms, it’s essential to continuously optimize these processes. Here are some best practices to consider:

1. Monitor Performance Metrics: Track metrics such as form completion rates, conversion rates, and cart abandonment rates. Use this data to identify areas for improvement.

2. Solicit Customer Feedback: After customers use your custom order forms, ask for their feedback. This can provide insights into their experience and highlight areas for enhancement.

3. Stay Updated with Trends: The e-commerce landscape is continually evolving. Stay informed about new features and tools available on Shopify that can enhance your custom ordering process.

4. Collaborate with Experts: Consider consulting with professionals like Praella, who can help you develop data-driven strategies focused on enhancing your Shopify store’s performance. They specialize in user experience & design, web & app development, and can guide your growth efforts. Learn more about their services here.

5. Regularly Review Your Custom Order Forms: Ensure that your custom order forms remain relevant and user-friendly. Remove any unnecessary fields and keep the design aligned with your brand.

Conclusion

Creating custom orders on Shopify is a game-changer for e-commerce businesses looking to enhance customer experience and streamline their operations. By effectively utilizing draft orders and custom order forms, you can significantly reduce cart abandonment rates, improve satisfaction, and ultimately drive sales.

In this guide, we’ve walked through the steps to create draft orders, design custom order forms, and implement best practices for continuous improvement. Now it’s time for you to take action and implement these strategies in your Shopify store.

Together, let's elevate your e-commerce business and provide your customers with an unforgettable shopping experience!

FAQ

Q1: What is a draft order in Shopify?
A draft order is an unprocessed order that you can create on behalf of a customer. It allows you to add products, apply discounts, and send invoices, making it a flexible option for managing orders.

Q2: Can I create custom order forms without coding?
Yes, many Shopify apps, like EasyOrder, provide drag-and-drop functionalities that allow you to create custom order forms without any coding knowledge.

Q3: How do I test my custom order form before launching?
Make sure to test the form on different devices and browsers. Check for any broken links, incorrect field validations, and overall user experience.

Q4: Can I track performance metrics for my custom order forms?
Yes, you can monitor metrics such as conversion rates and form completion rates using analytics tools available on Shopify.

Q5: How can Praella assist me with my Shopify store?
Praella offers services in user experience & design, web & app development, and strategic growth. They can help optimize your store and enhance your overall performance. Learn more about their offerings here.