Coneflower Creamery - Shopify Integration Analysis
Date: 2026-01-07 Purpose: Provide design and development quote for WordPress + Shopify integration Reference: Ice Cream Paint Job demo site
Current State: Coneflower Creamery
Existing E-commerce System
The site currently uses Gravity Forms + Stripe for pre-orders:
| Component | Implementation |
|---|---|
| Product Display | Custom Post Types (Ice Cream, Pie, Cake) |
| Order Forms | Gravity Forms (Form #5 for Cake/Ice Cream, #6 for Pie) |
| Payment | Stripe via Gravity Forms add-on |
| Order Status | Custom lookup page querying GF entries + Stripe API |
| Admin | Custom Payment Monitor dashboard (admin-payment-monitor.php) |
Key Files
page-pre-order.php- Pre-order form displaypage-order-status.php- Customer order verification (~410 lines)functions/admin-payment-monitor.php- Admin dashboard (~30K)functions/rest-api-logs.php- API endpoints for order datafunctions/gravity-forms-stripe-customizations.php- Payment handling
Custom Post Types
- Ice Cream with
icecream_categoriestaxonomy - Pie
- Cake
All registered in /functions/post-type-*.php
Demo Site: Ice Cream Paint Job
Architecture
WordPress (Frontend) Shopify (Backend)
┌──────────────────┐ ┌──────────────────┐
│ Product Display │◄───────►│ Storefront API │
│ Mini Cart │ │ (fetch products, │
│ Season Filtering │ │ manage cart) │
└──────────────────┘ └──────────────────┘
│
▼
┌──────────────────┐
│ Shopify Checkout │
│ (payment, orders)│
└──────────────────┘
Key Features Implemented
-
Product Display - Products fetched from Shopify Storefront API - Displayed on WordPress using custom templates - Custom
shopify_productCPT with archive/single templates -
Seasonal Filtering - JSON config controls which variants appear - WP-CLI commands for season switching - Pickup dates per season
-
Mini Cart - Slide-out panel from right - Quantity controls (+/-) - Remove items - Cart persistence via localStorage
-
Checkout - Redirects to Shopify for payment - Shopify handles PCI compliance
-
Local Pickup - Products configured as no-shipping - Pickup dates displayed from season config
Files Structure
inc/
├── shopify-config.php # API credentials
├── season-manager.php # Season functions
├── season-config.json # Seasonal availability
├── shopify-product-cpt.php # Custom post type
├── shopify-product-sync.php # Product sync logic
└── cli-commands.php # WP-CLI commands
js/
└── shopify.js # Frontend integration (~350+ lines)
docs/
├── README.md # Overview
├── SHOPIFY-SETUP.md # Shopify configuration
├── WORDPRESS-SETUP.md # WordPress configuration
├── FEATURES.md # Feature documentation
└── TODO-CONSIDERATIONS.md # Go-live checklist
Gap Analysis: What Coneflower Needs vs Demo
| Feature | Demo Has | Coneflower Needs | Notes |
|---|---|---|---|
| Product display | ✅ | ✅ | Adapt to existing design system |
| Mini cart | ✅ | ✅ | Style to match Coneflower brand |
| Seasonal filtering | ✅ | ❓ | Does Coneflower have seasonal products? |
| Local pickup | ✅ | ✅ | Coneflower is local pickup business |
| Order status lookup | ❌ | ✅ | Need Shopify-based order lookup |
| Payment monitoring | ❌ | ❓ | Replace with Shopify admin? |
| Multiple product types | 3 types | 3 types | Ice cream, pie, cake |
| Gravity Forms orders | ❌ | ⚠️ | Migration consideration |
| Transactional emails | Partial | ✅ | Need branded Shopify emails |
Things You Haven't Thought Of
1. Transactional Emails
Shopify handles these emails automatically: - Order confirmation - Ready for pickup - Order cancelled - Abandoned cart recovery
Work needed: - Brand all email templates (logo, colors) - Add pickup location/hours to order confirmation - Configure pickup notification message - Test all email flows
2. Post-Purchase Experience
- Shopify "Thank You" page vs WordPress redirect
- Order status lookup needs to query Shopify (not GF entries)
- Historical order data in Gravity Forms - migrate or archive?
3. Migration Considerations
- Existing customer data in Gravity Forms
- Historical orders for reference
- Any active subscriptions or recurring orders?
4. Product Data Source of Truth
- Currently: WordPress CPTs are the product catalog
- After: Shopify is the product source, WordPress displays
- Decision: Keep CPTs for content-only? Or sync from Shopify?
5. Inventory Management
- Demo uses "continue selling when out of stock"
- Does Coneflower need real-time inventory tracking?
- How do they currently manage availability?
6. Tax Configuration
- Shopify needs sales tax setup
- Nebraska tax rates
- Tax-inclusive vs exclusive pricing
7. Analytics Transition
- Currently: Gravity Forms entries for reporting
- After: Shopify Analytics + Google Analytics
- Need to set up tracking on both WordPress and Shopify checkout
8. Customer Accounts
- Does Coneflower want customer accounts in Shopify?
- Order history for returning customers?
- Guest checkout only?
9. Mobile Experience
- Cart and checkout must work on mobile
- Test touch targets, form inputs
- Shopify checkout is mobile-optimized
10. SSL/Domain Configuration
- Shopify checkout uses
checkout.shopify.comor custom domain - Ensure SSL properly configured for cart→checkout transition
11. Payment Methods
- Currently: Stripe via Gravity Forms
- Shopify supports: Shopify Payments (recommended), PayPal, Apple Pay, Google Pay
- Decision on payment providers
12. Refund/Cancellation Process
- Shopify handles refunds differently than GF+Stripe
- Need clear policies configured
- Staff training on Shopify admin
13. Staff Training
- Shopify admin for orders, fulfillment
- Updating products/variants
- Triggering "Ready for pickup" notifications
14. Go-Live Transition
- Cut-over strategy
- What happens to in-flight GF orders?
- DNS/redirect considerations
Scope Considerations for Quote
Definitely In Scope
- Shopify store setup and configuration
- API credentials and sales channel
- Product creation in Shopify (all variants)
- WordPress theme modifications for Shopify integration
- Mini cart implementation
- Product display templates
- Checkout flow testing
- Basic email template branding
- Local pickup configuration
- Go-live testing checklist
Potentially In Scope
- Seasonal filtering system (if needed)
- Order status lookup (Shopify version)
- Product sync automation
- Advanced email customization
- Analytics setup (GA4)
- Customer account setup
Likely Out of Scope (clarify)
- Historical data migration
- Staff training (beyond documentation)
- Ongoing Shopify subscription fees
- Third-party app integrations
- Custom Shopify app development
Design Considerations
Use Existing Design System?
Coneflower has established brand: - Colors: Salmon (#E66162), Navy (#282948), Cream (#FFF4EE), Olive (#81805A) - Fonts: Core Circus, Playfair Display, Karla - Decorative elements: Flower toppers/bottoms
Recommendation: Style Shopify integration components to match existing brand rather than redesign.
New Design Work Needed
- Product card layout (Shopify products)
- Mini cart styling
- Cart toggle button
- Empty cart state
- Loading states
- Error states
- Mobile cart experience
Next Steps
- Answer questions below
- Define scope (Phase 1 vs future phases)
- Provide design and development estimate
- Create project timeline