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PrintNow Onboarding Plan

Technical and strategic guidance on setting up and using Marketing Hub

Get ready to achieve your web-to-print goals

This is a sample plan to help you understand what you can expect from the PrintNow Professional Onboarding service. Typically, our customers complete onboarding within 3 months — some do it even faster — and we focus on helping you reach your primary goals.

Since onboarding is dependent on your goals, we’ll structure onboarding and prioritize objectives to your needs. In this sample plan, we focus on covering the primary areas of web-to-print design and development.

PrintNow Onboarding Overview

PrintNow Onboarding is designed for new customers using the PrintNow software for the first time. Our customers enjoy our assistance advising on product setup, best practices around rapid deployments and site development, as well as help creating automation and integrations. With PrintNow Onboarding, we’re here to help you create a more sophisticated and personalized web-to-print approach in the PrintNow software.

Account and Tech Setup
Getting Started
To set you up for web-to-print success, we’ll start your journey on understanding the fundamentals of PrintNow. PrintNow is a big platform with many tools, and to get the most value out of them; you’ll need to understand the foundations and how the tools work together. Along with helping you understand the PrintNow fundamentals, we’ll first guide you with setup tasks, including:

  • Create your staff accounts
  • Set up the general default settings of your initial Print Store
  • Connect system mail account for sending email notifications
  • Customize your order status types and map email templates
  • Configure your shipping methods & live rates calculations
  • Input merchant credentials for credit card transactions
  • Import manual tax rates or configure taxjar.com partner integration
  • Map your custom domains and SSL certificates
  • Consider 3rd party integrations
  • Account and Tech Setup
    Web-to-print Strategy
    Phase 1: Kickoff Goal Setting
    What we'll cover:
  • Will you be focused on deploying B2C or B2B initially?
  • Do you have any links to share that closely match your goals?
  • What categories and types of products will you be offering?
  • Do you have a sitemap you can share for all the required pages?
  • Do you have design, data entry, & HTML/CSS resources in place?
  • Who are the team members and what are there roles?

  • What we’ll guide you on:
  • How to create your first sitemap to streamline the process
  • What content you will need to gather looking forward
  • Helping you understand the PrintNow fundamentals
  • Web-to-print Strategy
    Product Development
    Phase 2: Product Development
    What we'll cover:
  • Unique category landing page (product browser or calculator)
  • Configure categories for organizing your products
  • Configure category tags for dynamic category pages
  • Review of the product list and search panel
  • Product detail configurations
  • Adding new products manually or utilizing the bulk method
  • Adobe InDesign for IDML export
  • Attaching template data (IDML, .printnow format) to product data
  • Using the Print Editor in admin mode template setup
  • Using the Item Manager data view for additional template setup

  • What we’ll guide you on:
  • Setting up static add-to-cart items
  • Setting up custom upload configurations
  • Setting up Print Editor templates
  • Product Development
    Pricing your products and options
    Phase 3: Product Pricing
    What we'll cover:
  • Creating a base price table to map to categories and products
  • The general information tab to define base options
  • Adding quantities and price breaks
  • Setting up colors (printed sides)
  • Configure standard sizes for uploads and template products
  • Configure custom sizing for custom size products
  • Turnarounds for estimated date & time production completion
  • Custom order option groups and item selection
  • Using smart option triggers to hide and show selections
  • Updating base and order option pricing in excel

  • What we’ll guide you on:
  • Setting up pricing for static add-to-cart items
  • Setting up pricing for custom upload configurations
  • Setting up pricing for Print Editor templates
  • Pricing your products and options
    eCommerce Design & Development
    Phase 4: Theme Development
    What we'll cover:
  • Creating FTP accounts for modifying themes externally
  • Site themes editor built in PrintNow for site updates
  • Print Store theme structure & included source templates
  • Bootstrap open source toolkit for developing HTML, CSS, and JS
  • Modifying included theme or purchasing HTML themes to integrate

  • What we’ll guide you on:
  • Tools and processes front-end developers use that may help you
  • Tips on previewing your site updates
  • eCommerce Design & Development
    CMS Tools for Custom Content
    Phase 5: Content Management
    What we'll cover:
  • The built-in content editor tool in both design view & code view
  • Main content types (pages, category, product, & tag)
  • Creating extended content for custom data placeholders
  • Using HTML Snippets for data that gets repeated
  • Master & page template variables for dynamic content data
  • Publishing a blog in PrintNow with custom categories & tags
  • Custom email template content for all ongoing email notifications
  • Checkout styles and content settings
  • Print Editor styles and content settings
  • Site translations to change any default text in PrintNow

  • What we’ll guide you on:
  • Being aware of the content types and how to work with them
  • Making content updates and previewing them on the front-end
  • CMS Tools for Custom Content
    User & Order related Management
    Phase 6: Managing Users & Orders
    What we'll cover:
  • The built-in CRM tools to manage each site user activities
  • Creating staff accounts for users accessing Unified Admin
  • Organizations & User Groups for custom site user experiences
  • Bulk exporting and importing site user data in PrintNow
  • The order dashboard & tools to manually process orders

  • What we’ll guide you on:
  • Connecting to the order directory via FTP
  • Reviewing partner integrations that expose user & order data
  • User & Order related Management
    Complete Onboarding and Transition
    Completion
    As we approach the completion of your onboarding, we'll work with you to determine what your next goals will be after onboarding. You’ll be transitioned to a PrintNow customer success manager who will be there to ensure you’re thriving in PrintNow. If you’re looking for more hands-on strategic or technical consulting help after onboarding, you can check out our Professional Services.
    Complete Onboarding and Transition

    Talk to Sales

    Have a question? Want to learn more? Book a meeting with a PrintNow sales rep to make sure you’ve got everything you need to be successful with PrintNow.

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