man
so we finally got our planners in
we've been waiting such a long time to
get these and we decided to make a video
around how we do the promotional
campaign so if you guys are watching
this video it's not only a shopify
tutorial where we're going to integrate
how you can sell directly on instagram
so you could tag products and check out
directly on that platform we're also
going to be diving into a promotional
campaign in order to share what you need
to be thinking about before the sale
happens and this video is sponsored by
ups capital and it's in sure shield
shipping insurance product insure shield
shipping insurance quickly and easily
connects to your shopify store to
protect your shipments against loss and
damage including porch piracy and they
offer coverage for all parcel and
freight carriers but more on how to
easily activate the service through
shopify in the moment right now i want
to dive into the process of activating
your instagram store to connect directly
to shopify to help sell more units and
move your brand forward and into the
studio today we brought jeff who is a
brand owner and supplier in hopes of
showing you guys how easy and simple
this could be
so
if this is something that aligns with
you guys yeah oh crap
[Laughter]
don't damage up your stuff if you're
ready to get started on this tutorial
let's get things going so jeff like we
were talking about i think uh
integrating instagram
uh shopping to
shopify will allow people to not only
promote their products but actually sell
it directly from the platform like
instead of just having a website where
now people have to go to that website
and then shop from that from that page
instagram allows you to just tag a photo
so kind of how you how you get to tag
people on instagram like hey i'm with
jeff you could say hey i'm here wearing
this hat from from this brand and now
they can shop directly on the platform
and everything logistically gets shipped
out from shopify and then it also gets
insured to the insure shield platform if
you post it on instagram you're the one
putting the tags in
and that triggers that
connection exactly yeah that's pretty
slick so right now what i want to do is
just kind of walk you through it in
terms of like how you would set up a
page so since facebook and instagram
were essentially um one company what's
gonna happen is you have to have an
active facebook business profile in
order to tag products on instagram so on
your facebook profile page you'll have
this like menu item here
and then it's easy to just create a page
by clicking on that and you'll just
insert the information of the page
and the category which which i just did
a little bit before so i'll take you
right to that page but once you do the
description page name and category you
hit create page
and facebook essentially gives you a
page so this would be for an actual
brand that you're okay that you're gonna
try to promote or say for instance genre
sports has a package that they want to
start selling check out here send your
artwork to us later so it's very
straightforward so once we have the
facebook page then what we want to do is
also make sure that we have a shopify
page so how this would work is we want
to make sure that we have products
uploaded to the page in order to tag
right okay so it's super simple you add
a title description and files yeah and
then you create your products that way
what's important is that the products
have to be active okay
so active and then
right here under manage
this is where you could sell so online
store meaning shopify point of sale
meaning like
a card reader or a phone okay right and
what we're going to want to do is
activate instagram and facebook shopping
as a channel right okay so to do that we
just want to make sure that we have all
the products filled in with the title
description
photo okay and the availability of of
what you have so now that we have the
facebook business page the shopify page
the next thing is just making sure you
have an instagram page okay so here we
have the ftg store instagram page and
then we're going to go to
settings you want to switch to
professional account okay so a lot of
times when you establish an instagram
account it's automatically a personal
account but you switch to a professional
account that'll allow you to get the
tools to sell on shopify to sell on
facebook market you just select
the category that you're in okay and
then once you do that
you you enter your public business
information so this is what the public's
going to reach out to you as so now it's
asking to connect yeah okay so we
created the facebook account now it
wants us to connect our facebook page so
any questions so far no it looks pretty
straightforward actually i want to
actually see the finished product of
that and how that works but being able
to tap on instagram go straight to
shopify what's actually really cool is
that you could check out directly
through instagram but shopify collects
the payments everything logistically
like
is removed from the backend of your
shopify store so you're just using
shopify to sell on instagram essentially
so shopify really
partnered with facebook slash instagram
to make this happen right obviously
there's like three or four other
platforms right now that have the
integration but shopify and bigcommerce
being the two biggest ones so now that
we have the we have a store set up right
so whether you have a store now you want
to connect it we're gonna head to the
settings we're gonna go to business
connect the facebook page yeah so create
a facebook page or connect existing so
if you don't have one you can create it
here you can do it straight through here
or connect existing page yeah and then
this is where it's going to say so if
you're logged into the facebook app on
your phone then it'll automatically
connect it okay so these are all the
pages that are available to connect to
this store so this is the one we made
now we go back to shopify so first we
create a facebook page we have our
instagram we connect it to you yep okay
on shopify we make sure we have all the
products that we're gonna be selling on
those pages right and now we go to
sales channel okay so then we're gonna
go to facebook
i need to get active on this you know i
deal with such a visible product
instagram could be very meaningful to
market and see the products it'll be
interesting to see though
what the person watching and clicking on
it what they have to do to actually buy
enter credit card information or is it
just a one-time thing or so when you're
shopping directly from the platform you
have to enter in your your credit card
and you can save it for future purposes
what are the things that you see from
from this integration that could be
beneficial um i i do think uh like you
mentioned uh putting together like a
team store i really want to dig into
that because our team
store
apps out there you know create it and
market it but if it's um
as easy as
making a page on shopify showing the
product
uh putting a facebook
or an instagram post with it and they
can click it to go and buy that
particular product
that's pretty slick it's new to me thank
you for telling me i'm gonna definitely
start looking into this but that could
help be very helpful for a business like
mine yeah i want to see it in action
though let's do it now we're about to
update facebook so you're going to give
permission for facebook to view shopify
account data edit products that it
orders at a customer's edit marketing
online store by connecting these two it
allows you to like essentially manage
everything on shopify and it'll
integrate into facebook too once you've
prepared your accounts you can now link
over your facebook account as well as
select what business manager is going to
manage your page now just make sure you
verify your domain as well as connect
the facebook page you want to use to
sell the products or post ads and one
last step is to select how you want
shopify to share data in order to create
conversions for targeted ad campaigns
within shopify as well as instagram
shopping and finally as long as you've
met the eligibility criteria you can now
connect your instagram business account
within shopify and begin tagging your
products and posts as well as stories so
now that you guys know a little bit more
about how you can set up your shopify
integration to instagram to promote on
there and how to create some banners for
some call to action i think one of the
most important things that you need to
consider is how you're going to go about
your promotional campaigns throughout
the entire year you see there's not just
one weekend that everything is going to
sell there's 80 different events
throughout the calendar year in january
february march april may june july
august september october november
december there's literally a campaign
almost every single month and there's
about 80 events that you guys are able
to do for your brand so you have to be
selective about which events you're
going to really try to promote around
and you have to plan ahead of time so
for us guys one of the things that we
did was the ftgu merch launch we
launched this during the week of black
friday cyber monday because we knew that
people were gonna be ready to start
shopping for the holidays as well as our
foundation pack that we were gonna
promote for 2022. as you guys can see in
this calendar here we mapped out the
execution of this campaign about two to
three weeks in advance before it was
time to actually start selling online so
what's important to note here guys is
that you want to hit different mediums
at different times and dates you don't
want everything to just be on one
platform so as you build out your email
campaigns as you build out your social
media following keep in mind which dates
what messaging is going to go out so for
us the week of the 16th we had a couple
of different posts that went out from
the instagram promotion to an instagram
reel from a post to a story and then the
week of the 22nd we started hitting more
newsletters so as you guys can see right
here we had a newsletter go out to one
of our audiences so you don't just want
to hit your audience all at once to say
hey this is what you got to buy right
now limited time you really want to sell
people on why they should care to invest
in the thing that you're creating so for
us the academy's merch collection wasn't
just an apparel collection it was going
to be an educational planning system
with daily reminders as to how to
continue moving their life and business
forward so as you guys think about which
dates and events you're gonna create
promotions for another really important
thing to take into consideration is what
type of deals or discounts you're gonna
do so one of the things that a lot of
times people want to just do right out
the gate is to do a discount discount
something like 25 or 50 percent off your
entire store and even though large
retailers may do that you don't want to
do it as a starting up brand because
that's going to cut into the profit
margin and the ability for you to
actually grow so one thing you need to
take into account as you're setting up a
discount campaign is knowing which
profit margins you're truly getting from
the items that you're selling it could
be possible that you do a discount on
certain items or products but try not to
do it store-wide so because some
products aren't going to have as big as
a margin and you may be losing out on
every sale so this is where you could do
things such as bundles for us bundles
were one of the things that we wanted to
do for the ftg emerge collection as it
put together our top designs the things
that we really felt resonated with the
planner and essentially the product
bundle was really focused on the
planning system itself and the
merchandise that came with it is an
added bonus so this bundle allows us not
only to capture a higher cart order
value but it truly allows the customer
that's going to receive this item to be
embedded within our community we also
included extra perks with this bundle
which include a discord private
community so they could plan with us on
a monthly basis starting january 1st we
also have exclusive perks and discounts
to the ground up academy where they can
get continual education to continue
building their branded business so for
us this bundle deal was really a good
marketing play to embed people into our
community to embed the people that are
watching this channel that are actively
pursuing a brand to truly take the next
step moving forward and have
accountability with a group of
entrepreneurs so that was our bundle
deal promotion now you should think
about how you're going to be bundling
your guys's product in order to attract
more people to a higher cart volume
another idea that you guys could take on
is the buy more save more approach and
this means that if you buy a hundred
dollars you get ten percent buy three
hundred dollars get twenty percent or
buy five hundred get thirty percent this
allows you to essentially increase the
cart order volume and still give your
customers a good discount as long as
your products are priced correctly this
buy more save more will not only
increase your order cart but your entire
profitability and lastly another idea
that you guys should consider for
promoting is a gift card for a future
purchase now these gift cards can be
electronically redeemed so for us an
idea for this gift card would be spend
over fifty dollars and you get ten
dollars off in the month of december
right so now you're giving them a
discount for a future sale so you're
giving your customers a window to come
back and use that discount which will
keep your customers coming back to you
instead of going to a different store of
shopping but as a brand owner you truly
need to be thinking about how are you
going to continually bring new customers
back because if you get a customer don't
just wait for them to come back you want
to incentivize them and lastly guys in
order for any promotion to be successful
you need to be managing your inventory
so you need to know which units aren't
moving in order to discount those in a
future sale or more importantly activate
a discount code in order to get those
units moving after that big holiday push
you had you had all this traffic coming
to your site you want to be able to
re-engage those audiences by providing
discounts to items that weren't moving
but what's key in order for this to be
successful is knowing how to manage your
inventory and making sure that you're
not taking a loss out of them in order
to make things successful shipping may
not be as sexy as marketing but it is
key to your guys's promotional launch
now some of the things to consider about
shipping
is essentially how you're going to be
packaging the items that you have so if
you're doing t-shirts it's always
recommended that you do a poly bag on
these items in order to protect the
actual product as it's getting handled
from
your print shop to your customer the
next thing that you should really
consider is having a weight always being
able to weigh every single product this
is key especially as you start to bundle
different items like hat shirts
in our example we also have a planner
and as part of our bundle kit we
included all of these items that you see
right here so with all of these items we
needed to look at a solution in order to
package these together but at the very
minimum you should be looking at poly
mailers poly bags and for us a box
and we designed a box and the box had to
be sturdy enough in order to hold all of
these items and not damage the planner
so even as we look at packaging
individual planners
you're going to see that it is an option
to potentially mail it with a with a
poly mailer if you're shipping out
individual items poly mailers are great
they protect your packages in order for
your customer to receive them but if
you're stripping something out like a
planner like we are
this is where we can get into a little
bit of a trouble especially if it gets
damaged and shipment which is really
where
shipping insurance comes into play so a
shipping insurance such as in sure
shield allows you to have a peace of
mind knowing that if any product is
damaged lost or stolen because of porch
piracy that this is covered so you no
longer have to wait to try to refund
your customer or you know that bad
experience of the communications between
the customer and you saying hey my
package was lost my package was stolen
or my package came damaged in the mail
you don't have to worry about that as
much anymore because insure shield
shipping coverage protects your packages
that you ship out to the shopify store
and it's really simple to get started
guys i'm actually going to show you guys
really quickly
how this integrates super easily into
your ecommerce store in order to
activate shipping coverage for all your
shopify orders
in order to get started with insure
shield all you have to do is use the
links right down below and in this
example
we are now at the shopify app store you
activate it by installing it to your
shopify store
from here you fill out your basic
information such as your name your
address
your store's brand name
and then once you go through this
process you are now submitted they give
you a policy number and with this policy
number you want to make sure you
activate it on the insure shield website
and your store is now being protected
with insurance shipping insurance so
it's a really straightforward super
simple process which will allow you to
make sure that all the promotions that
you have are protected because if a
package gets damaged you no longer have
to pay for it out of pocket or ship
something else out to your customer and
now you're losing more money
you're actually winning on the money so
make sure you guys consider shipping
insurance when it comes to the
promotions of your holiday campaigns and
now you're officially covered on your
shopify store to cover any of the
parameters that you guys set into your
store now one of the things that i also
learned after using insure shield for
our shopify store is that they do have
insure shield freight coverage and
freight coverage essentially allows you
to protect any mass quantity products
so maybe you guys are creating products
from the ground up raw materials are in
transit between suppliers it happened to
us the raw materials got lost
and now we're out of that money and we
have to go source for those raw
materials again so when it comes to
insure shield freight service they
protect the value of the freight allow
you to get some money back really
quickly so now that way you can go out
and buy the raw materials before they're
out of stock or before you can't find
them anymore so i wish i would have
learned a little bit more about that
beforehand so i'm making sure that you
guys know it doesn't just apply to
individual ecommerce orders it can also
apply to mass shipments that you guys
are doing between suppliers so huge
shout outs to ups capital and it's
insure shield shipping insurance make
sure you guys download and install the
app to shopify to the links down below
in order to alleviate the pain of loss
damage or stolen packages after delivery
and remember if you move goods outside
of shopify they have other options that
cover all your shipment and carrier
needs so we really hope that you guys
appreciated this video make sure you hit
the subscribe button and turn on those
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future video drops and i look forward to
seeing you guys on the next one