Contents
Overview
Once you have been setup with your Storeganise instance, you will receive an email with the login details to your respective Management Portal and the Units and/or Valet Customer Portal. The checklist below outlines some of the main points to go through as part of the initial setup. Other points not listed below will be outlined in the email you receive from us.
Contact us by email (hello@storeganise.com) if you need any changes or updates made.
Review settings
Go through the settings panel in your instance to make sure that the area list, item list, plan details, market settings, etc all match up with your initial requests. You can update most settings directly or reach out to us if you need help with anything.
The Settings help docs explain how everything works.
Integrate Storeganise with your website
Read our help doc on Integrating Storeganise with your website for more information.
Setup your Customer Portal subdomain CNAME record
You will need to define a sub-domain location on your main domain where customers will go to log into the Customer Portal / create orders. This needs to be in the format of subdomain.domain.com (it cannot be domain.com/subdomain).
You will need to setup a CNAME record on your domain's DNS settings (more details will be included in your setup email from us).
For example, if you want to use the subdomain user.storageco.com and your Storeganise Customer Portal is currently at storageco-user.storeganise.com, then you will setup a CNAME record where the host is user and it points to storageco-user.storeganise.com.
Verify the CNAME is setup
You can verify if the CNAME has been setup correctly by using this CNAME lookup tool.
Note: Once you have completed the setup, please email us to let us know which subdomain you setup as we need to complete a step on our end before it becomes active.
Setting up CNAME records with different domain registration companies
Follow the links below to view the help docs on setting up CNAME records for some commonly used domain registration companies. If you are using a different provider, try searching their help docs directly.
Setup your marketing website CNAME record
If you have opted to use Storeganise for your marketing website, you'll need to setup a CNAME record for the website too. More information will be sent by email but below is a quick overview / example of how this should be setup.
If your Management Portal is at storageco.storeganise.com then your business 'code' is storageco, and you will will need to setup a CNAME record where the host is www and it points to storageco-www.storeganise.com.
You'll then want to setup a redirect for your domain, so that users going to https://yourwebsite.com get redirected automatically to https://www.yourwebsite.com. How this is done depends on your DNS provider (where you domain is registered) so please see the documentation from your provider.
Verify the CNAME is setup
You can verify if the CNAME has been setup correctly by using this CNAME lookup tool.
Note: Once you have completed the setup, please email us to let us know which subdomain you setup as we need to complete a step on our end before it becomes active.
Setting up forwarding with different domain registration companies
Follow the links below to view the help docs on setting up domain forwarding for some commonly used domain registration companies. If you are using a different provider, try searching their help docs directly. If you are looking for the help docs for setting up CNAME records, just refer to the links in the section above.
Payments
If you are using a supported payment gateway, you'll receive more info from us on how to get this setup & integrated. If you haven't, reach out to us.
Learn about items & barcodes
*Specific to valet storage setups
Check out our help docs on Item Types and Barcode Labels to learn more about how item types are handled in the system and how you can leverage barcode printers & scanners to make your operations more efficient.
Customer Portal integrations
Storeganise integrates Segment and Google Tag Manager. Learn more about how to manage & set this up in the Develop settings help doc.
Facebook Tracking
Valet Customer Portal: If you want to add your Facebook Tracking ID for tracking certain events in Storeganise, send us the Tracking ID. You can then use these events to setup tracking in Facebook:
PageView - On page load
Lead - When a customer completes the 'Signup' portion of the onboarding flow; i.e. they become registered on the system
CompleteRegistration - When the customer completes an order.
Google Analytics
Valet Customer Portal: If you’d like to track events that happen in Storeganise using Google Analytics, please add your Google Analytics ID in the Customer portal integrations settings. Then follow these instructions:
Sign in to your Google Analytics account
Go to Admin > View > Goals
Create new goals to match the configuration below
Make sure ‘Recording’ is ‘ON’ for each goal.
You can then setup these goals:
Sign-up
1 . Goal setup
Custom
2 . Goal description
Name: Signup
Type: Event
3 . Goal details
Category: equals to: get started
Action: equals to: signup
Label: blank
Value: blank
Use Event value as Goal Value for conversion: Yes
Order boxes
1 . Goal setup
Custom
2 . Goal description
Name: Order boxes
Type: Event
3 . Goal details
Category: equals to: get started
Action: equals to: order boxes
Label: blank
Value: blank
Use Event value as Goal Value for conversion: Yes