Coneflower Shopify Integration - Scope Definition
Date: 2026-01-07 Target Launch: End of January 2026 (before Feb 1 Valentine's cake sales)
Client Answers Summary
| Question | Answer |
|---|---|
| Migration | Replace Gravity Forms entirely with Shopify |
| Order Status Lookup | Not needed - Shopify emails are sufficient |
| Seasonal Filtering | Needed eventually, but can add later (Phase 2) |
| Design | New design for product/cart pages - G&M handles |
| Timeline | End of January 2026 (~3.5 weeks) |
| Shopify Account | Need to create one |
| Email Branding | Basic (logo + colors) + pickup info |
| Emails Needing Pickup Info | Order confirmation + Ready for pickup |
| Post-Purchase | Redirect to WordPress thank you page |
| Customer Accounts | Guest checkout only |
| Historical GF Data | Keep in database for archive access |
| Staff Training | Documentation + walkthrough session |
| Analytics | Google Analytics (already on WP, need on Shopify checkout) |
| Go-Live Strategy | Coordinate timing with client |
| Sales Tax | Not currently collecting - need to configure |
| MVP Products | Cakes + Ice Cream Pints |
| Cake Flavors | Under 5 for Valentine's |
MVP Scope (Valentine's Launch)
In Scope
Shopify Setup - [ ] Create Shopify account - [ ] Configure store settings (name, address, timezone) - [ ] Create Storefront API credentials - [ ] Create Admin API credentials (for product management) - [ ] Configure local pickup location - [ ] Set up payment provider (Shopify Payments recommended) - [ ] Configure tax settings (Nebraska) - [ ] Set up basic store policies
Products - [ ] Create Cake product with ~5 flavor variants - [ ] Create Ice Cream Pint product with variants - [ ] Product images and descriptions - [ ] Pricing configuration - [ ] Set products to local pickup only (requiresShipping: false) - [ ] Publish to Headless sales channel
Design (G&M) - [ ] Product listing page design - [ ] Single product page design - [ ] Mini cart slide-out design - [ ] Cart toggle button design - [ ] Mobile responsive designs - [ ] Loading/error states
WordPress Development - [ ] Shopify config file (API credentials) - [ ] Shopify JS integration (product display, cart, checkout) - [ ] Product listing template - [ ] Single product template - [ ] Mini cart component - [ ] Cart toggle in header - [ ] Responsive implementation - [ ] Style to match Coneflower brand
Checkout Flow - [ ] Cart → Shopify checkout transition - [ ] Post-purchase redirect back to WordPress (thank you page) - [ ] Test complete purchase flow
Email Setup - [ ] Add Coneflower logo to email templates - [ ] Add brand colors - [ ] Add pickup location/hours to order confirmation - [ ] Add pickup info to "Ready for pickup" notification - [ ] Test order confirmation email - [ ] Test ready for pickup email
Post-Purchase Flow - [ ] Create WordPress thank you page - [ ] Configure Shopify checkout redirect script - [ ] Test full redirect flow
Tax Configuration - [ ] Set up Nebraska sales tax in Shopify - [ ] Configure tax-inclusive or exclusive pricing - [ ] Test tax calculation on checkout
Analytics - [ ] Add Google Analytics tracking to Shopify checkout - [ ] Verify tracking continuity from WordPress → Shopify → thank you page
Training & Documentation - [ ] Write guide: Managing orders in Shopify - [ ] Write guide: Processing fulfillment / marking ready for pickup - [ ] Write guide: Adding/editing products - [ ] Schedule walkthrough session with client staff
Testing - [ ] Full purchase flow test - [ ] Mobile testing - [ ] Cross-browser testing (Chrome, Safari, Firefox) - [ ] Payment test (Shopify test mode → live)
Launch - [ ] Remove/disable Gravity Forms ordering - [ ] Go live with Shopify - [ ] Monitor first orders
Out of Scope (MVP)
- Seasonal filtering system (Phase 2)
- Pies (Phase 2 - Thanksgiving)
- Order status lookup page (Shopify emails are sufficient)
- Payment monitor dashboard (use Shopify admin)
- Customer accounts (guest checkout only)
- Abandoned cart recovery emails
- Product sync automation from Shopify → WordPress
- Migration of historical GF orders to Shopify (kept in WP database for reference)
Phase 2 Scope (Post-Valentine's)
Seasonal System - Implement season-config.json approach - WP-CLI commands for season switching - Or: WordPress admin UI for non-technical staff
Pies - Add pie product for Thanksgiving/Christmas - Configure seasonal availability
Potential Additions - Customer accounts - Order history - Advanced email customization - Analytics integration - Abandoned cart automation
Timeline Reality Check
~3.5 weeks to launch is tight for: - Design phase - Development - Testing - Client review/feedback
Recommendation: - Design: Week 1 - Development: Weeks 2-3 - Testing/Launch: Week 3-4
This assumes: - Fast design approval - No major scope changes - Products/content ready from client - Minimal revision cycles
Deliverables
- Shopify Store - Configured and ready
- WordPress Theme Updates - Shopify integration code
- Design Files - Product pages, cart components
- Documentation - How to manage products, process orders
- Testing Sign-off - Confirmed working purchase flow
What Client Needs to Provide
- [ ] Final cake flavors for Valentine's (under 5)
- [ ] Ice cream pint flavors to offer
- [ ] Product images (or use existing)
- [ ] Product descriptions
- [ ] Pricing for each item
- [ ] Pickup location details (address, hours)
- [ ] Valentine's pickup dates/times
- [ ] Store policies (refund, etc.) or approval to use defaults
- [ ] Payment provider preference
- [ ] Design feedback/approval (quick turnaround needed)
Risks
- Timeline - 3.5 weeks is aggressive for design + dev
- Design approval - Delays here compress development
- Content readiness - Need product info from client quickly
- Shopify learning curve - Client needs to manage orders in new system
- Holiday timing - Any delays push past Valentine's
Questions Still Open
- Exact cake flavors for Valentine's?
- Which ice cream pint flavors to include?
- Valentine's pickup dates/hours?
- Pricing for cakes and pints?
- Does client have product photos, or do we use existing site images?