Switching customers from print-based ordering to an online store can be difficult. Customers are used to ordering via email, calling by phone, or communicating face-to-face. It could create uncertainty in switching to the new ordering approach. That is why web-to-print client onboarding needs to take place before the launch of the store.
A smooth transition could assist customers in adapting to the process of online ordering. At the same time, it would enable printing companies to preserve existing relationships with customers. With effective communication, guidance, and support, customers would not face difficulties when moving to online ordering.
Why It Is Important to Implement Web-to-Print Client Onboarding
The advantages of using a Web-to-Print Client Onboarding do not only involve offering one more way of ordering goods. Ordering via web-to-print is faster, keeps track of client preferences, and saves time on manual work in printing services.
Make the Transition Smoother
Before the transition to the new Web-to-Print Store Setup occurs, the client needs to know how he should change his behavior. Make sure the client knows how to log in to the store, select the necessary products, upload files, and order.
Prepare Current Customers for Migration to the Web-to-Print Store
Good preparation can reduce problems during a Web-to-Print Store Migration. Begin by examining the way customers usually order their products.
Find out about their standard products, designs, prices, contact details, and other specific needs. All this information could be used to develop a convenient online store.
Clarify the Reasons for Migration
Inform the customers about the necessity of introducing a new store. Describe some advantages like fast order processing, easy reordering, ready-made templates, and round-the-clock availability of products.
Do not pay attention to technical aspects of the matter. The customers would prefer to learn about the practical advantages of the new website.
Begin with a Small Group of Clients
Not all clients have to migrate at once. Choose several regular customers who could check the new website and give some comments to the team. In this way,t he problems could be solved before the complete migration takes place.
What Has to Be Migrated to the New Website?
The successful migration would involve the preservation of customer data. Accounts of customers, their products, templates, prices, and ordering procedures should be prepared in advance.
| Information | What to Check |
|---|---|
| Customer accounts | Names and contact details |
| Products | Regular products and specifications |
| Templates | Approved and reusable designs |
| Pricing | Special customer rates |
| Orders | Common order details |
| Permissions | User access and approvals |
Accuracy of information is necessary. Incorrect pricing and non-existent templates lead to frustration. The web-to-print implementation guide also puts emphasis on planning the store, processes, products, and client experience prior to launching.
Make Web-to-Print Store Setup Easy
Your Web-to-Print Store Setup should not make customers work harder. The store should have simple navigation and clear product categories. The navigation within the store must be easy, and products should be properly categorized.
- Ensure Ease of Finding Products :- Clients must easily locate products they usually order. Do not display products that are unnecessary.
- Ensure Ease of Making Repeat Orders :- Repetitive orders are common for print clients. Products and templates can ensure faster repeat orders.
- Create Areas of Stores for Clients :- Business customers may have some requirements concerning private products, custom pricing, and other things. A customized store may meet all the requirements without impacting other clients.
Support Clients During Transition
Some clients will get used to the new Web-to-Print Store Setup Solutions quickly. Others might require additional assistance. Proper training and assistance have to be provided when onboarding print clients.
Supply manuals to customers and organize demonstration sessions for commonly performed actions. Make sure that your support team is available during this stage. Help the customers with their first two orders if needed.
Do Not Withdraw Traditional Methods Immediately.
Some customers may prefer to place their orders via email and phone at the early stages of cooperation. Keeping such methods of placing orders will help to decrease the level of stress in a short transitional period of time. As soon as customers get accustomed to the online shop, the number of online orders will increase.
Automate Order Processing
Order processing can take a long time. Print workflow automation services will help to integrate online orders into your print workflow. Automation can be useful for:
- Order processing
- Pricing
- Proof approval
- Order routing
- Customer notifications
- Production status update
Connecting all these processes may allow employees to avoid entering the same information into different systems manually.
Use Custom Solutions for Different Customers
Each print customer has unique needs. Some of them may require a simple ordering portal. Others might need specific pricing, private products, or multiple approvals. Custom Web-to-Print Solutions can support these different requirements.
It will enable a print company to build unique experiences for each customer. Professional web-to-print migration services will also facilitate account migration, product configuration, testing, and workflow changes.
Migration Mistakes to Avoid
Just a few mistakes could influence customer trust. Never migrate customers without proper communication. Avoid deleting ordering options before the customers are prepared. Also, do not launch without customer accounts. Before launch, ensure that the following have been checked:
- Product information
- Customer pricing
- Templates
- Log-in credentials
- Approvals
- Order notification
- Mobile experience
Testing reveals any issues before the customers encounter them.
Customer Adoption Measurement
Once the online print store setup is complete, continue monitoring customer performance. Count orders made online, logins, recurring orders, and support requests. Note the customers who are very dependent on manual ordering.
Such customer activity may reveal additional training or support needs. Customer feedback is also valuable. Minor adjustments based on their requirements will make the online store user-friendly for them.
Conclusion
The migration of customers from a traditional print approach to web-to-print will not affect client relationships in a negative way if the migration is well thought out and implemented properly.
A web-to-print client onboarding process will work smoothly if it involves such aspects as communication, client data migration, pricing, templates, training, and customer support. It is always a good idea to start small, test the system, and give your customers some time to get used to the new situation.
Are you ready to migrate your existing customers to online ordering? Printdeed assists print companies in making the process of creating web-to-print stores easy, migrating their client base, and implementing a comfortable online ordering process for customers. Get in touch with Printdeed to learn more about web-to-print services that Printdeed offers to print companies.
Make the Move to Web-to-Print Easier
Onboard existing print clients smoothly with a customized web-to-print store, migration support, and a simpler online ordering experience.
Frequently Asked Questions
What is web-to-print client onboarding?
This is a process of assisting existing print customers in switching from their current order methods to the online print store. It may involve such actions as setting up accounts, transferring products, training, testing, and support.
How can I transfer existing print clients to my new web-to-print store?
Analyze client accounts, products, templates, pricing, and ordering needs first, then transfer this information and test the accounts before the clients start using your new store.
How can I prevent my customers from churning during migration?
Inform your customers throughout the whole process and explain the advantages of the new store for them. Provide them with some simple training and keep the products and pricing similar to those of the old one.
