Project hand off
Transferring store ownership to your Client
If you've built a Shopify store integrated with Webflow and Smootify for a client, transferring ownership involves a few straightforward steps across each platform. Here's a breakdown of the process:
This guide covers the necessary actions within:
- Shopify: For store ownership and billing transfer.
- Webflow: For website project transfer.
- Smootify: To ensure a smooth transition of the app's functionalities.
Follow the platform-specific instructions below to seamlessly hand over the completed store to your client.
Shopify
Skip these steps below if you didn't create the store with a Shopify partner account
Access the Partner Dashboard
Log in to your Shopify Partner Dashboard
Find the development store you want to transfer and click on "Log in"
Transfer Ownership
- Within the Shopify admin, go to "Settings" then "Users and permissions."
- In the "Store owner" section click "Transfer ownership".
- Fill in the new store owner's information and select "Transfer store ownership."
Confirmation
The client will receive an email with instructions to accept the transfer and will be asked to choose a plan for Shopify.
Be carefull
The transfer process is irreversible. Once the transfer is complete, it cannot be reversed, and if the customer doesn't accept the transfer and buy a plan the store will be definetely lost, you will not be able to re-gain access to it.
Webflow
Skip these steps if you created the project on the client Workspace/Account.
Transfer the site
To transfer your site, open your Site settings and click the "transfer" icon, you will need to add your customer Webflow email.
Be carefull
You must transfer the original project of Webflow and not a duplicate of it. Smootify is connected to the specific Webflow project you created. If you transfer a duplicate, you will need to re-create the whole integration from scratch, by deleting your Smootify project and re-installing it.
Add a Site plan
Kindly ask your customer to add a Site plan to the transferred site
Add your custom domain
Kindly ask your customer to add the custom domain to the transferred site and publish
Smootify
Account Creation
Kindly ask your customer to register an account on the Smootify Dashboard
Open the dashboard
Open the Smootify Dashboard, select the site and press on the Share button to share the site with your Customer account.
Plan
Kindly ask your customer to get a paid plan from the site dashboard, the subscription will be directly purchased on Shopify
Site Settings
Double check you added the proper domain on the Smootify dashboard otherwise Smootify scripts will not be allowed to execute on your live site
Re-connect the Webflow site
When you transfer Webflow projects between accounts, Webflow automatically deletes all the API tokens that are necessary to interact with the Webflow CMS. You must re-connect the site in order to generate a new proper token. Don't worry you will not lose your plan of Smootify, only the Webflow token will be regenerated.