Setting Up Your CloudRadial Storefront

Getting up and running with Storefront is quick and easy. In just 5 steps, you'll be:

• Selling more with a curated e-commerce store
• Provide a personalized self-service shopping experience
• Improving your MSP's bottom line

Please note that CloudRadial Storefront currently only supports a PSA connection to ConnectWise Manage, Autotask, and Kaseya BMS.

You will need to have your PSA connected to your CloudRadial tenant before beginning your Storefront setup.

• If you are an existing CloudRadial Partner with a ConnectWise PSA integration, please note that you will need to modify your API member to add additional permissions for Storefront to work. 

Follow each step below to get your Storefront set up in as little as a day. 

Table of Contents

1. Creating a Storefront Account
2. Adding Products to Storefront
3. Building CloudRadial User Storefront Access
4. Customizing the Storefront Look and PSA Preferences
5. Adding a Product Bundle to Storefront
6. (Optional) Building Additional Storefronts
7. Consider Upgrading Your Storefront

1. Creating a Storefront Account

Storefront management is rendered within the back end of CloudRadial Storefront, which is powered by our partner, Adaptive Catalog. You will need to first create an account with them to begin the setup process.

1. Navigate to Partner > Settings > Integrations > Storefront
2. Click Setup to provision your Starter store
   • Note: You will receive a setup email with a password. This may take up to 30 minutes to arrive in your inbox. Be sure to check junk/spam - the sender will be info@adaptivecatalog.com 

If you want to add more users, log into your Storefront, navigate to Settings (click your name at the top right) > User Management, and add a new user.

2. Adding Products to Storefront

Please Note: Your PSA must sync with Adaptive Catalog before adding products. This can take anywhere from hours to a full day. If you have waited a day and still can't return products in your search, please open a ticket with support@cloudradial.com for assistance. 

1. Select the Search bar at the top right of the screen within your Storefront
2. Enter a product name (ex: Laptop) and press Enter to return results
3. Select the Details button on any product(s) you wish to add to the Storefront's client-facing view
4. Add an Image and a Description
   • Why? Because these appear to end users, it's best if they are visually appealing and helpful in describing the product's features.
   • Tip: ChatGPT and other AI assistants make creating product descriptions and images a breeze.
5. Select the Storefront tab
6. Add the item to be Included and Featured in the Storefront
   
   • You can have as many items in your store as you like, but remember that up to 6 can be pinned to the front page as featured products.

3. Building CloudRadial User Storefront Access

You will need to build a link for your users to access Storefront in your CloudRadial CSA or Portal 365. You must utilize the Company > Applications area, also known as Menu Items.

Please Note: Company > Applications must be turned on within your company Feature Set(s) for Storefront to be accessible to end users. To learn more about Feature Sets, click here.

1. Navigate to Partner > Content inside of your CloudRadial portal
2. Add a new Content Package by selecting + Add at the top right
   • Set the Content Type to Menus and name it Storefront (or whatever you prefer)
   • See the video above for User Group strategy. You can always change this later, so you can leave it as the predefined Everyone for now.
   • Drag the All group into the Selected column for Company Groups
   • Press Submit to add the Content Package
3. Within your newly-created content package, select + Add to build the link to Storefront
   • Enter any preferences, such as name, category, and icon, to what you prefer
   • The URL must be exactly @Storefront for the connection to work
   • Press Submit to add the menu item to the package
4. Select the Publish button at the top right to push out the menu item to your companies

End users will then be able to access your Storefront from this button. 

Tip: If you want it to be even more prominent, consider the modified Support Home feature set.

4. Customizing the Storefront Look and PSA Preferences

Customizing the Storefront will get you a good look and feel. It will also help you fit your opportunity creation better into your process so that you can handle sales more effectively.

1. When logged into Storefront, select your name at the top right and Settings
2. Select Storefront Management
3. Customize your preferences on the Global Settings tab
   • This can include things like colors, text, terms of service, and more. Explore all of the potentials to see what fits your needs. 
4. Customize the settings on the CRM tab
   1. Select the checkbox for Location Lookup 
   2. Select your PSA from the Opportunity Extension dropdown
   3. Toggle the checkbox for Opportunity Creation
      • The settings that appear beneath this checkbox will dictate how the purchases come through to your connected PSA, so be sure to fill out your opportunity creation preferences

5. Adding a Product Bundle to Storefront

Bundles help you group like products together so that you can offer a complete package of your choosing to your clients.

1. When logged into Storefront, select the Workspaces option at the top right
2. Select the dropdown next to the current bundle and select + Create New
   • Name the bundle whatever you wish (this name won't be visible to clients)
3. Use the Search option to find products to add to the bundle
   • As you find them, select them using the Details button
   • Select the + Add to [Your Workspace Name] button
4. Continue adding products to your liking. When you're finished, select Workspace again
5. Select the dropdown next to the current bundle and select Storefront
   • Give the bundle a client-facing name and description
   • Choose the image to represent the bundle, or upload your own
   • Select the Storefront(s) to get the bundle

Like individual products, you can have as many bundles in your store as you like, but remember that up to 6 can be pinned to the front page as featured products.

6. (Optional) Building Additional Storefronts

Adding multiple Storefronts helps you further customize the experience for clients. It's optional, as plenty of MSPs prefer to have a single Storefront for all clients - but it's useful for when you need that extra customization power.

1. When logged into Storefront, select your name at the top right and then Settings
2. Select Storefront Management 
3. Select the Storefronts tab
   • Select + New Storefront
   • Customize the Storefront to your liking, as you did for your primary Storefront
   • Ensure you add a unique sub URL, as this will be used to identify your custom Storefront
   • Select Add Storefront to create the new Storefront
4. Add additional Products and Bundles to the Storefront like you did for your primary Storefront
   • Check Steps 2 and 5 for specific instructions 

To tie in the specific Storefront to a company in CloudRadial:

1. When logged into your CloudRadial portal, navigate to Partner > Clients
2. Either Add or Edit an existing company
3. In their Integrations tab, scroll to find the Storefront Key 
4. Use the Lookup button to search for the Storefront
   • This will pull the sub-URLs defined earlier 
5. Select Submit 

Users in these companies will be redirected to their specified Storefront.

7. Consider Upgrading Your Storefront

If you want to add additional power to your Storefront, consider upgrading to Storefront Professional or Enterprise. Upgrading your Storefront allows you to:

• Include products from Ingram, TD Synnex, D&H, and Pax8 (US and Canada only)
• Include the manufacturer's product descriptions and images
• Pull current pricing and availability
• Set store markup percentage
• Hide out of stock items
• Show price-break quantity levels where available
• Show best-price from in-stock distributors
• Create and mix bundles from PSA products and multiple distributors

For more details on upgrading, please contact your account manager.

For pricing details, please see this page.