Welcome to Thiio: Your First Steps

Objective

This guide is designed to swiftly navigate you through the initial setup of your Thiio account. We aim to streamline the integration process, facilitate page creation, and ensure you leverage the full capabilities of the Thiio CRM system effectively.

Pre-requisites

Before we begin, ensure you have the following materials ready:

• Business integration and payment gateway details

• Digital assets, including images and logos

• Brand information

Introduction

Welcome to the Thiio platform! This step-by-step guide will assist you in configuring your Thiio account, enabling you to start your online sales journey and generate revenue efficiently.

For a seamless setup, have your general business information within reach. You'll establish your business's contact details, branding, domain configurations, product listings, and payment gateways.

If certain information is unavailable at this moment, feel free to proceed and return to incomplete steps at a later time.

Upon your initial login as an account owner or administrator, you'll be prompted to complete four key sections. Track your progress and access these settings anytime through the 'Set Up Dashboard'. To locate this, click on the 'More Options' icon at the top right corner, select 'All Dashboards', and choose 'Set Up Dashboard'.

Let's embark on setting up your account.

Business Information

Begin by entering your business's contact information.

Branding

Proceed to add your brand. Upload your logos in square and rectangle formats. These will be utilized across various elements such as website pages and receipt emails.

Domain Configuration

Now, assign your domain to the relevant brand. You'll need to redirect your domain to Thiio by setting up an A record with the IP address provided in your account. Post-setup, activate your domain's SSL certificate for enhanced security. Domain redirection may take a few hours, so consider activating your SSL certificate subsequently.

Product Listings

Our resource center provides a detailed guide on product settings. Products can be added individually or in bulk via CSV using our template. After adding a product, you can fill in the general information, categorize it, set the pricing, and customize additional settings, including images, descriptions, subscription options, digital content, e-commerce display preferences, and sales channel configurations.

Payment Gateway Integration

Choose from a variety of payment gateway options like Braintree, Stripe, http://Authorize.net , Square, etc. Configure your chosen gateway by filling in the required details and API keys for both live and test environments. Customize additional settings to enable the gateway for your preferred sales channels.

Additional Integrations

Explore and set up additional integrations as necessary, such as Shipstation, Order Desk, ClickBank, ActiveCampaign, and more, to enhance your Thiio setup.

Conclusion

Congratulations, you have completed the essential setup steps! To further optimize your Thiio experience, visit our Help Center for additional resources and instructional videos.

Checklist

Before concluding, ensure you have gathered all necessary information for a complete Thiio system setup:

• Integration and payment gateways

• Images and logos

• Brand details

With this structured and detailed guide, you're now well-prepared to maximize your use of Thiio, paving the way for successful online sales and business growth.

Browse by topic