Make the next job easier.
Practical help for running your shop in Daymerce. Find a task, follow the steps and check the result. A separate section helps agencies connect, maintain and troubleshoot your shop.
Menu names and available actions depend on your app language, permissions and connected shop. Screens show the real Daymerce interface with fictional DYMR data; original screen labels are preserved.
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Getting started
Connect your shop, find your priorities and work with your team.
- Connect your WooCommerce shop
Bring your existing shop into your Daymerce workspace. You approve the connection in WooCommerce; your shop does not move to a new platform.
- Start your day with a clear overview
Use Today to choose the next useful task, rather than opening every part of your shop to find out what needs attention.
- Work from your phone
Keep the useful context with you when you are away from your desk. Start with a small task that fits the moment.
- Give your team the right access
Let colleagues do their work with their own accounts and appropriate permissions. You keep ownership and access changes visible.
Orders & packing
Handle an order, pack accurately and keep delivery promises clear.
- Find an order and decide what happens next
Put the customer, purchased items and order state together before you act. A payment status and a packing status describe different things.
- Pack an order with the details beside you
Follow a packing round with products, quantities and special instructions together. You check the real parcel before confirming the order.
- Handle a packing problem without losing the order
Keep an exception visible rather than marking an incomplete parcel as finished. A postponed order remains work to resolve.
- Make a delivery promise you can keep
Connect customer choices, lead times and delivery exceptions. Test the combinations your customers actually buy.
Products & publication
Prepare products and images, then check what customers really see.
- Create a product people can understand
Prepare the product information, images and price together. Saving your work and publishing it to your shop are separate steps.
- Keep sizes, colours and stock clear
Use variants for choices that affect what the customer receives. Keep each real combination identifiable.
- Use clear images without making the shop heavy
Keep the original image and let supported local optimisation prepare useful delivery variants. Check the result rather than judging only the file size.
- Publish a change and check the real result
Separate preparing work from applying it to WooCommerce and showing it to customers. Read the result at each stage.
- Offer useful additions and alternatives
Help a customer make a relevant next choice. Start with a small, deliberate relationship between products you know belong together.
Customers & service
Use customer context, helpful replies and recorded preferences.
- See the person behind a customer question
Use Customer 360 to put purchases and recorded customer context together before answering or choosing a next step.
- Answer a customer with a useful template
Use a template as a starting point, then check the facts and make the answer fit this customer. A prepared answer is not a sent message.
- Keep newsletter choices separate from purchases
Record what the customer chose and which signup text was shown. Use that recorded preference when preparing marketing communication.
Campaigns & loyalty
Prepare relevant communication and review plans before they act.
- Prepare a campaign around a real customer need
Bring the audience, offer and message into one plan. Start with a reason for the customer to care, rather than a discount for everybody.
- Build a message in Mail Studio
Prepare a readable message with a clear purpose. Check its content and recipient experience before handing it to a sending workflow.
- Check an automation before it can act
Make the trigger, audience, timing and intended action explicit. Treat a rehearsal as a check of the plan, not a real customer send.
- Make a loyalty programme understandable
Give returning customers a clear reason to participate. Start with rules you can explain and benefits your shop can actually deliver.
Content, insight & shop care
Keep useful information, numbers and shop maintenance together.
- Turn product knowledge into useful content
Use Content Studio to prepare pages and articles connected to what you sell. Brain can help prepare work where enabled; you remain responsible for the facts.
- Understand a result before making the next decision
Use Insights to connect a number with its period, definition and supporting data. Growth is more useful when you can explain what changed.
- Check purchase invoices and cost estimates
Use confirmed purchase lines to support product cost estimates. Review the document and its product links before relying on the resulting margin picture.
- Check bookings, availability and rental returns
Keep a reservation, its resources and payment information together. A booking is a different task from packing a physical order.
- Turn shop-care findings into useful work
Use Care, described as Daycare on the website, to see available maintenance and content checks together. Open the evidence before changing anything.
- Check the checkout your customers actually use
Test the whole purchase path, including the rules and customer choices that your shop supports. Start with a real customer situation.
- Keep shop information and help answers consistent
Use confirmed business details and published information pages as the basis for customer help. Keep private account details separate from public contact information.
- Handle data and privacy requests carefully
Distinguish your personal Daymerce account from customer data belonging to a shop. Keep the scope and identity of a request clear.
For agencies & developers
Understand data ownership, Edge, permissions, background work and recovery.
- Understand where shop data lives
Daymerce is a working layer connected to WordPress and WooCommerce through Edge. Document ownership per data type instead of treating synchronisation as a full database copy.
- Install and verify Daymerce Edge
Edge connects the shop's approved WooCommerce capabilities to Daymerce. Treat installation, authorisation and feature verification as separate checks.
- Set up agency access and execution permissions
Separate organisation membership, shop access and permission to execute changes. Access to a screen is not permission to perform every action behind it.
- Check synchronisation and source freshness
Daymerce uses working views of shop information. Distinguish a connected installation from a completed import and from the current state of a particular record.
- Keep local background work moving
Use the shop's background queue for supported heavy work, with bounded jobs and progress. Normal visitor requests should not perform a long conversion themselves.
- Verify the frontend, not just the source write
A separate storefront needs an explicit integration contract. The supported path checks the WooCommerce source, refreshes the frontend and verifies ordinary visitor HTML.
- Investigate a connection or uncertain action
Start with the smallest affected task. Distinguish an unavailable Daymerce workspace, an unavailable WooCommerce source and a stale storefront.
- Disconnect without confusing access and data deletion
Disconnecting revokes the Daymerce connection. It is a different operation from deleting stored data, removing Edge or undoing published shop configuration.