How to set up Billing for a New Custom Site
All the information you’ll ever need to contribute to the knowledge base
🌼 eFlorist Site Migration Checklist
Site Details
- Shop Name:
- Teleflora ID:
- Project Manager:
🧩 Support / Content
- Verify eFlorist forms received *
- Create site in eSAT *
- Configure site settings, taxes, and fees
- Enable & configure payment methods
- Define local delivery fees
- Update email preferences
- Import customer account data
- Set up alternate URLs
- Create custom products
- Configure categories & navigation
- 301 redirects for categories & products
🎨 UX / Theme
📈 SEO & Digital Marketing
✅ Finalization & Launch
🔄 Proposed Site Migration Workflow
- All submissions go to efloristhelp@teleflora.com
(Managed by Tobi)
- Give inbox permissions to:
- Juston
- Joseph
- Daniel
- Teresa
- Add note to enrollment form to check if shop is Presidential / National
- Tobi forwards enrollment form to correct owners & assigned project manager
- Tobi builds the site if it does not currently exist
🏛 Proposed Changes for National Accounts
- Add subject line: Presidential / National Accounts
- Send all enrollment forms & contracts to efloristhelp@teleflora.com
- Emphasize submitting both enrollment and custom design contracts together
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Last updated on January 21, 2026