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Getting Started is the screen the admin opens on. Use it to check your website and mobile app at a glance, start the first setup tasks, and open each area you need to set up.

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Where to find it

In the admin sidebar, select Getting Started.
To open this screen, your role needs View only or Full access for Getting Started. To use Connect Now, the Schedule a Call button at the top, and the Set Up Payments, Enrollments and Droplets cards, it needs Full access. On the Roles screen, Getting Started is in the Commerce card. Open the card and set access from the Getting Started area’s menu, not the card’s.

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What’s on the screen

A card for another area, such as Set Up Payments or Products, appears only if your role can view that area. The screen opens with Welcome to We-Commerce and a greeting. Under it:
  • Learn About We-Commerce opens the We-Commerce website in a new tab.
  • Schedule a Call opens a booking page in a new tab, where you can book a call with Fluid Studios.

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Commission engine card

The Your Platform. Ready in Minutes. card is for connecting your commission engine. Connect Now opens the Connect Data Source panel. See Connect your commission engine.

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Site and app previews

Live Site shows a preview of your website’s home page, with the site’s address above it. The preview is for viewing only.
  • Scan the QR code to open your site on a phone, or click it to open the site in a new tab.
  • Customize opens the Theme screen.
  • Connect domain appears while your site uses a Fluid web address instead of your own domain. It opens the Domains screen.
Mobile App shows a preview of your app’s home page. If you have more than one home page, it shows the default one, or the first active one if none is the default.
  • Scan the QR code with a phone to download your app, or click it to open the download page in a new tab.
  • Customize opens the Home Tabs screen.

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Setup cards

Three cards sit under the previews. Click a card to use it.
  • Set Up Payments opens the Set Up Payments panel. See Set up payments.
  • Enrollments opens the Enrollment Packages panel. See Set up enrollment.
  • Droplets opens the Droplets Marketplace. Its button reads Explore until your company has connected a droplet, and Manage after that.

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Quickstart Console

The Quickstart Console has a card for each area you set up. Most cards show a count. Click a card to open its screen. Set up We-Commerce covers the items that sync through Fluid Connect when you connect a commission engine. If you don’t have one, you add them yourself.
  • Products: how many products you have, counting active, draft and archived ones. Opens Products.
  • Customers: how many members your company has, customers and reps alike. Opens Customers.
  • Countries: how many countries you’ve added. Opens Countries.
  • Warehouses: how many warehouse locations you have. Opens Warehouses.
  • Inventory: how many warehouses you have. Opens Inventory.
  • Categories: how many categories you have. Opens Categories.
  • Collections: how many collections you have. Opens Collections.
The next section’s title starts with Configure Fluid for and ends with your company’s name. It covers areas Fluid has set up for you that you should double-check.
  • APMs: how many active payment methods you have. Opens Alternative Payment Accounts.
  • Shipping: your company’s shipping setting, or Not Set. Opens Shipping.
  • Tax: your company’s tax setting, or Not Set. Opens Tax.
  • Admins: how many admins your company has. Opens Admins.
  • Agreements: how many Active Agreements you have. Opens Agreements.
  • Languages: how many Active Languages your company has. Opens Languages.
  • Subscription Plans: how many subscription plans you have. Opens Subscription Plans.
  • Promotions: how many Active Codes you have. Opens Promo Codes.
  • Developer: opens Developer.
  • Brand Guidelines: opens Brand Guidelines.
In this section, a green dot on a card means the area is set up: its count is above zero or, for Shipping and Tax, a setting is chosen. Developer and Brand Guidelines don’t show one. Get even more out of We-Commerce has two more cards:
  • Advanced settings & configurations for power users opens the Brand Guidelines screen in Settings.
  • Get personalized help from Fluid Studios experts opens the same booking page as Schedule a Call, in a new tab.

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Tasks

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Connect your commission engine

1

Open the panel

On the Your Platform. Ready in Minutes. card, click Connect Now. The Connect Data Source panel opens.
2

Choose your engine

Under Connect Your Commission Engine, click your engine’s tile. The panel has a tile for each of these that’s available as a droplet: Exigo, ByDesign, Pillars, Shopify and Infotrax. A Connected badge marks one your company has already connected. The droplet’s page opens, and the panel closes.
If your engine has no tile, click Custom to browse all integrations in the Marketplace. If you don’t have a commission engine, click I Need One to open a booking page for a call with Fluid Studios. For guided setup of these connections, see Connect Exigo, Connect ByDesign, Connect Pillars and Connect InfoTrax in the developer docs.

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Set up payments

1

Open the panel

Click the Set Up Payments card. The Set Up Payments panel opens.
2

Choose how you take payments

Under Choose Your Payment Experience, choose one:
  • Activate Fluid Payments opens the Onboarding screen.
  • Connect to existing provider accounts opens the Alternative Payment Accounts screen, for using your own provider accounts instead of Fluid Payments.
  • Need Help? opens a booking page in a new tab, where you can book a call with a payment specialist.

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Set up enrollment

1

Open the panel

Click the Enrollments card. The Enrollment Packages panel opens.
2

Choose what to set up

  • On the Enrollment Forms card, click Set Up Forms to open the Forms screen.
  • On the Enrollment Packs card, click Create Packs to open the Enrollments screen.
  • Need Help Getting Started? opens a booking page in a new tab, where you can book a call with an enrollment specialist.

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Tips

  • The counts on the cards can take up to five minutes to catch up with changes you make elsewhere in the admin.
  • The Mobile App preview reloads each time you open this screen, so changes to your app’s home page show when you come back.

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Frequently asked questions

Your role has View only for Getting Started. Connect Now, the Schedule a Call button at the top, and the Set Up Payments, Enrollments and Droplets cards need Full access. The Quickstart Console cards still open their screens. Ask an admin who manages roles to update your role. See Roles.
A card for another area appears only if your role can view that area. Ask an admin who manages roles to give your role access to it. See Roles.
If the card says Your store preview appears once you confirm your email., your company’s signup email isn’t confirmed yet. After you confirm it, the preview and the site’s QR code appear.
Your app doesn’t have a home page yet. Click Customize on the Mobile App card to open the Home Tabs screen and set one up.
The admin couldn’t load your full profile. Click Retry on the banner to load it again.