BAM Performance Jeopardy

Authentication & Verification

100

Merchant comes in on email, how do we authenticate and verify

Email address matches the same on file and verify the myshopify.com URL

200

Staff member looking for information on reports, how do we know if we are able to divulge this information to them?

Within Settings>plans & permissions, we can see if this is possible for them to view on their own or if the AO has made it a limitation

300

Merchant came in with Pin in a chat, what do we do to further verify

Verify their .myshopify.com URL

400

Merchant comes in on chat unauthenticated but claims they are the account owner, what do you do next to provide them with their privvy information?

Ask the requester for their
FULL NAME, EMAIL and .MYSHOPIFY.COM URL then authenticate.

Then proceed to Authenticate, asking for 2 approved security pieces of information.

500

Partner comes in, they are a team member, how do we authenticate?

1. Confirm the email address they use to access the account.
2. Open the Partners Internal, and search for the email address.
3. Confirm the name of the organization that the partner is inquiring about, and select that organization from the results.
4. Have the partner provide the both the following pieces of information from the Team tab on the left hand side under the Partner's Organization:
       - Team member name
       - Last Login

Issue Resolution

100

Merchant requests to have CCS, where do we find this to change? Can we change this on our own?

Internal>subscriptions

200

Merchant would like to have their customers leave notes at the checkout, where can they find this?

Within their online store>theme>customize>cart>enable cart notes

300

Merchant would like to remove the "powered by shopify" on their home page, how can they access this?

Within online store>themes>customize>edit language where they can type in "powered by shopify"

400

Merchant has a product (pants) that has 225 different colours available. It doesnt seem to load properly with their CSV, what can they do?

Merchants can only have up to 100 variants per product, so they may have to down load an app. Bonus: Offer that you will send up a feature request (merchant frustration) on this topic
Extra bonus: name the best app for this.

500

Merchant comes in with heavy baggage that the last advisor hung up on them and did not call back. What is the first thing you do to solve this baggage and carry on with their question?

Ask for their phone number so if it does disconnect again, they can be assured that you will call them back

Resources

100

Merchant comes in brand new looking for webinars, where do you send them?

What is Shopify Compass

200

Merchant comes in looking to have Shopify Payments as their gateway, they are from India. Where do we find if their country is accepted?

https://www.shopify.in/payment-gateways

300

What would you send to a merchant who is looking to explore a new theme on Shopify that is set for large inventories?

https://themes.shopify.com/collections/large-inventory

400

Where would you send a merchant who is asking for a request that is out of our scope?

experts.shopify.com or community forum

500

What was the former shopify compass called?

Shopify Academy

Merchant Growth

100

Merchant looking to increase their conversion, where do they find this information?

1. From your Shopify admin, go to Orders.
2. Click an order number to view its information. On the order page, you'll see a section called Conversion summary.
3. To view conversion details, click View conversion details.

200

Merchant looking to start with Oberlo, what would you suggest?

Can be any of the following (or if you bring a better answer, then bonus points):

1. check out shopify compass about drop shipping and oberlo

2. ask about what their knowledge is on dropshipping

3. ask what types of products they hope to sell with dropshipping

300

What are the classifications of the Merchant Growth Success Road Map?

• Needs help launching their business.
• Needs help improving their conversion.
• Needs help making more sales to existing customers.
• Needs help acquiring new customers.

400

What makes a store look credible?

• Product Reviews, Or references brands that they collaborate with.
• Blog or a social media. 
• Easily find them on Google Search. 
• Verify the quality and sizing of all photos

500

What would you try to find out from the merchant if they were asking about changing their selling currency.

If they had made any sales yet, if so then chat to their shipping, apps, reporting and product pricing for additional details