Migrating to Shopify for Business and Fundraising
Thinking about migrating from Squarespace to Shopify?
A hybrid approach might be very effective!
Migrating to Shopify
Depending on your motivations, your resources and the skills within your organisation,
Shopify might be a great solution. Moving from one platform to another is a significant step for your store, and has business continuity, resource and workload implications. This article will be useful for any business or non-profit considering a move from Squarespace to Shopify to provide e-commerce and addresses some of these considerations (Written from the perspective of users in the UK.)
In this article we examine:
- Shopify Advantages over Squarespace
- Risks involved in migrating
- An Action Checklist - to understand the work involved
- Suggest a hybrid phased approach to manage risk.
1. What are the advantages of Shopify over Squarespace?
Shopify and Squarespace are both effective platforms for building online stores, but they are designed with different users in mind and offer different sets of features. Here are some advantages that Shopify offers over Squarespace in terms of e-commerce capabilities:
E-commerce Focus: Shopify is designed specifically for e-commerce, while Squarespace is a website builder that has e-commerce capabilities. This focus on e-commerce means that Shopify tends to offer more advanced and comprehensive e-commerce features.
Payment Gateways: Shopify supports a broader range of payment gateways compared to Squarespace. This can be particularly important if you need to offer specific payment options to your customers.
Multi-Channel Selling: Shopify offers more comprehensive multi-channel selling options. You can sell not only through your online store but also through various other channels like Facebook, Instagram, Amazon, and eBay.
Scalability: Shopify is designed to scale with your business, from small start-ups to large enterprises. This makes it a suitable choice for businesses that plan to grow significantly in the future.
App Store: Shopify has a vast app store with thousands of apps that can add various functionalities to your store, from SEO tools to shipping and inventory management apps. While Squarespace also offers integrations, the range is more limited compared to Shopify.
Customisation: Shopify offers more customisation options, particularly if you are comfortable with coding. With the Shopify Liquid template language, you can customise every aspect of your store.
Shipping Features: Shopify offers more advanced shipping features, such as the ability to print shipping labels directly from the dashboard, real-time carrier shipping rates, and third-party calculated shipping rates.
Tax Collection: Shopify offers automatic tax calculations for many countries, which can be a significant advantage if you sell internationally.
Point of Sale (POS): Shopify offers its own POS system, which allows you to sell in physical locations and syncs your offline and online sales and inventory. Squarespace does offer a POS solution, but it is only available in the US and is not as feature-rich as Shopify's.
Multi-Currency Support: Shopify allows customers to pay in their local currency, which can be a significant advantage if you sell internationally.
Mobile App: Shopify offers a comprehensive mobile app that allows you to manage your store on the go.
Whilst Shopify does offer several advantages in terms of e-commerce functionality, Squarespace is powerful and it's important to not overlook the fact that Squarespace also has its own set of advantages, such as a more intuitive design interface, speed of implementation, bloggins, events and potentially lower costs. The right platform for your business will depend on your specific needs and requirements.
2. Shopify is great but it’s not risk free:
At the start of any project, there will be things you know you need to learn. This is manageable. A complete shift from Squarespace to Shopify will involve learning and you can plan for these 'known unknowns'. A bigger risk as the things you don't know you don't know... These surprises are inevitable in any complex project and involve several risks: This is where a good consultant can help, or taking time to understand all of the implications yourselves.
History Loss: During migration, there is always a risk of data loss. Important data like product information, customer details, order history, and blog content needs to be migrated carefully to avoid any loss.
Downtime: There may be a period when your store is not accessible to customers during the transition. This downtime can lead to a loss of sales and may frustrate customers.
SEO Impact: Changing platforms can have a significant impact on your store's SEO. Even with proper 301 redirects, there may be a temporary drop in rankings and organic traffic.
Learning Curve: Your team may be accustomed to Squarespace's interface and functionalities. Switching to Shopify will require them to learn a new platform, which may lead to initial inefficiencies and mistakes.
Reconfiguration: All the configurations like shipping rules, tax collection rules, payment gateways, and third-party integrations will need to be reconfigured on Shopify. There is a risk that some configurations may not be replicated exactly as they were on Squarespace, leading to potential issues.
Design Changes: The design and theme on Shopify may not exactly match your existing Squarespace design. This may require additional customisation work and may also impact the user experience for your customers.
Functionality Differences: Some functionalities available on Squarespace may not be available on Shopify or may work differently. For example, the display and selection of categories, or product filtering. This may require finding new solutions or making compromises on certain functionalities.
Cost: There may be additional costs involved in the transition, including the cost of a new Shopify subscription, apps, and possible development or customisation work.
Customer Experience: Any change in the platform, design, or functionalities can impact the customer experience. There is a risk that some customers may not like the new design or find it harder to navigate or complete purchases.
Technical Issues: There may be unforeseen technical issues during or after the migration. These could range from issues with the migration itself to issues with the new Shopify store's functionalities.
To mitigate these risks, it's essential to have a well-thought-out migration plan, and research all of the new settings. Shopify is very subtle and has massive flexibility but this greats demands of it’s own.
3. Implications of starting again - a checklist:
100% Migrating from Squarespace e-commerce to Shopify involves transferring various types of data and setting up several configurations. Here's a checklist of information required:
Domain Name: If you have a custom domain on Squarespace, you'll need to transfer or point it to your new Shopify store.
Product Information:
- Product titles, descriptions, and images.
- Product Variants (e.g., size, colour).
- Product Prices, SKU (Stock Keeping Unit), and Inventory.
- Product price rules - display currency etc
- Product Tags and Collections.
- Product SEO information like Meta Title, Meta Description.
Customer Information:
- Customer names, emails, phone numbers, and addresses.
- Customer order history (if you want to import past orders).
Order Information:
- Order numbers, dates, and statuses.
- Order payment, shipping, and billing information.
Content:
- Blog posts, static pages (e.g., About Us, Contact Us).
- Images, videos, and other media files.
- SEO information for content pages.
Design:
- Store theme and customisation settings.
- Logo, favicon, and other branding elements.
Navigation and Menus:
- Menu structure and links.
Shipping Settings:
- Shipping zones, rates, options and carriers.
Tax Settings:
- Tax rates and settings.
Payment Gateways:
- Payment methods and gateways. eg Shopify Pay is required for automated currency
Apps and Integrations:
- List of all apps and integrations used on Squarespace.
- Identify equivalent apps or integrations on Shopify.
SEO and Marketing:
- Redirects: Set up 301 redirects for all old URLs to new URLs on Shopify.
- Tracking and Analytics: Transfer tracking codes (e.g., Google Analytics) and pixels (e.g., Facebook Pixel).
Emails and Notifications:
- Email templates and notification settings.
Legal Pages:
- Terms and conditions, privacy policy, refund policy, etc.
Coupons and Discounts:
- Coupon codes and discount settings.
Subscription Products:
- Subscription settings and customer subscriptions (if applicable).
Remember that while this checklist covers most of the general information required, there may be additional details specific to your store for example privacy policy and trading terms as well as local privacy laws in countries targeted, that you'll need to consider. Additionally, keep your Squarespace store (albeit offline) even after starting the migration process. There are some 'automation' tools for migration, but everything needs checking and all of the settings need to be configured - so the time saving needs careful assessment.
4. A lower risk option - The best of both worlds to start off…
There is a hybrid approach involves using Squarespace for everything except the 'Buy Now' button and managing size and colour selections, currencies, shipping, and tax collection in Shopify. This approach minimises risks, allowing businesses to test Shopify's functionality, understand hidden complexities, and manage unexpected complications without affecting the entire operation.
This hybrid approach that leverages the strengths of both platforms.
Hybrid Approach:
Strengths:
- Leverage existing SEO capital, Content and Settings
- Utilise Strengths of Both Platforms: Squarespace is known for its sleek design, and easy-to-use interface. Using it for the website and Shopify for e-commerce functionalities allows you to leverage the strengths of both platforms.
Multiple Currencies and Sophisticated Shipping/Tax Rules: Shopify is more robust in handling multiple currencies, sophisticated shipping rules by territory, and tax collection rules. So, you can manage the e-commerce complexities better.
Gradual Transition: It allows a more gradual transition from Squarespace to Shopify. If you eventually decide to move entirely to Shopify, this approach can serve as a stepping stone and make the transition easier.
- Challenges:
- Complexity: Managing two platforms can be more complex than managing just one. You will have to update two platforms, and an extra step to ensure they work seamlessly together and remain synchronised.
- Cost: You will need to pay for both Squarespace and Shopify subscriptions.
- Integration: Ensuring seamless integration between the two platforms can be challenging, especially with the 'Buy Now' button, which could lead to a disjointed user experience if not implemented well.
Complete Migration:
Strengths:
- Single Platform: Everything is managed from a single platform, which can be more straightforward and easier to manage in the long term.
- Seamless Experience: Provides a more seamless experience for customers as everything from browsing products to completing the purchase is done within the same ecosystem.
- Robust E-commerce Features: Shopify is designed for e-commerce and provides a wide range of features, apps, and integrations that can help grow your online store.
Challenges:
- Initial Effort: Requires a significant initial effort to migrate everything from Squarespace to Shopify.
- Learning Curve: If you and your team are more accustomed to Squarespace, there may be a learning curve associated with getting up to speed with Shopify.
- RISK: See the section above covering all of the risks…
SUMMARY
A phased approach can be sensible depending on your situation, but in most cases, a phased hybrid approach manages most of the risks with manageable downsides and creates a safe space to learn and make an informed decision in the future.
Resource Availability: If you have limited resources (time, technical expertise), it might be more manageable to handle the transition in phases rather than doing everything at once.
Business Continuity: A phased approach can also ensure business continuity as you will not have to take down your entire site for the migration.
Validation: It allows you to validate if Shopify indeed meets your needs for handling multiple currencies, shipping, and tax rules without committing entirely to the platform.
However, keep in mind that the hybrid approach does come with its own set of challenges as mentioned above. Change is almost always more work than not changing.... the trick is understanding the implications before you start to avoid wasting time.
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