Payload CMS Features

Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience

Ability to display and manage photos, 3D views, videos etc for each product

Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart.

Ability to display reviews and enable users to write reviews for each product. Integrations to review syndication software to include most recent reviews for products

Provides tools to drive traffic to pages via organic search

Ability to add/update products, product pricing, product information and other content included on eCommerce site.

Ability to all users select options to configure the product or select product options. For example, color, size, etc.

Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting

Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc.

Track products that are for sale at a reduced price or part of coupon promotions

Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions.

Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality.

Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time.

Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Contains distributed order management functionality so that an order can be fulfilled from a warehouse, a store, a vendor drop ship or an in store pick up.

Track and facilitate returns of products sold

Send / receive, process, and execute orders

Manage the process of receiving, preparing, and delivering orders for goods/products

Create, send, and track purchase orders and their statuses

Manage customer orders that cannot be filled immediately due to out-of-stock items

Manage special order requested by a customer

Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more

An order generated by a seller to a customer, containing details about products or services

Create, send, and track purchase orders and their statuses

Accept and process credit card transactions

Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel.

Features that enable customers to easily to shop for products using a mobile device.

Features that enable customers to easily shop for products on popular social platforms. May provide standard integrations or tools that build the social store on the platform.

Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support.

Enable customers to locate and navigate to physical locations by zip code, city or GPS

Integrates/Syncs your product catalog to major on line retailers such as Amazon, Ebay, etc. to make it easy to administer selling products via 3rd party channels

Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc.

Manage multiple teams and operations from a central location

Integrates with point of sale (POS) systems

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

System provides well documented API's that can be used to integrate to any 3rd Party or internal system.

Product provides tools to customize web store front, business process, etc. to meet unique business needs.

Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software.

Enables customers to update their own user information, settings and preferences.

Provides standard and ad-hoc reporting ability to meet business requirements

Software provides appropriate tools and certifications to protect against fraud and malicious attacks

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Provides ability to control editing rights by product category, geography etc.

Functionality that enables administrators to test changes to products, store design, work flows etc in a test environment and schedule the changes to be migrated to the production version of the site

Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation

Enables store or site to provide the same user experience in all browsers and browser versions.

Software performs well and runs with minimal unscheduled downtime

Access software remotely via mobile devices

Optimize and manage the search engine optimization efforts for a website or digital content

Manage and track orders being shipped to customers

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Create and manage digital catalog of products/services with their details, specifications, and price

Built-in website builder or integration with third-party site

Design, communicate, and distribute incentives to perform a specific action

Track and monitor reviews of products or services

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Track and manage the profit margin between the cost of a product and its selling price.

Track, manage and store the applications of potential future members, customers or candidates

Capture, organize and track product-specific data and information in a centralized location

Create, save, and re-purpose templates for emails, forms, etc.

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Create, design and manage workflows for repetitive tasks

Manage and track operations and inventory within warehouses

Calculation of consumption tax imposed on the sale of goods/services

Store and organize information about customers and previous interactions

Manage and track all internal and external communication conducted via calls, email, text, or chat

Protect sensitive data for digital privacy

The system has a large and interactive community of users.

Pagination, page headers and titles, meta tags and URL structure all contribute well to site SEO.

Able to build out different and multiple taxonomies to store and index content.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Provides features to allow scaling for large organizations or an expansive web presence.

Enables users to view and interact with the same content in multiple languages.

Access pre-built and custom reports and dashboards.

Application programming interface that allows for integration with other systems/databases

Drafting and publishing content is intuitive and non-technical.

Formatting content is straight-forward and painless.

Keep track of incrementally changing versions of the same content.

Available gadgets and modules suit the needs of your site and are easily incorperated onto the page.

Can easily institute an approval routing process between authors and editors.

Easily schedule content to be published at a certain time and in a certain order.

System allows the storage and management of rich media files.

Able to search your content based on keyword, metadata, tags, etc.

Content--both published and yet-to-be published--can be intuitively managed, edited, tagged, approved, and stored.

Optimize and manage the search engine optimization efforts for a website or digital content

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Store, manage and track all forms in a centralized location

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Planning, organizing, and controlling the distribution of information or videos, images, audio, and other content

Editing tool that allows users to drag and drop images, icons, widgets, or other components

Visual GUI that allows users to manage audio tracks, instruments, filters, etc.

The software provides a wide breadth of free or purchasable site templates that are attractive and suited to your webpages' needs.

Effective mobile templates are available and easily customizable.

Consistent design elements across sites (including personalized brand components) unites webpages into a coherent online presence.

The visual appearance of webpages can be easily customized to fit your site’s needs.

Automatically publishes content at a time set by users.

Can support content being viewed in multiple languages.

Capable of deploying content to AR and/or VR platforms.

Provides limited digital asset management.

Uses XML-based content structuring to support reuse of content pieces.

Provides unlimited environments to develop projects.

Provides a built-in form builder.

Web form that allows users to enter data that is sent and processed for different reasons

Customize contracts and forms to collect specific information

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Track and manage adherence to policies for any service, product, process, or supplier

Manage assets throughout their lifecycle to optimize profit

Built-in website builder or integration with third-party site

Store, manage, and track all electronic documents in a centralized location

Optimize and manage the search engine optimization efforts for a website or digital content

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

An application for source code editing, compiling, and debugging

Create, save, and store files

Offers built-in personalization tools to tailor content to users.

Offers content performance analytics.

Allow the audience to interact or engage with the content

Ability to disconnect the front office from the back office of an e-commerce platform

Provide APIs that allow for interaction with RESTful web services

Capture and manage data from multiple sources and syncronize it with the front end and back end

Allows developers to customize the platform using multiple programming languages

Include prebuilt integrations with multiple systems such as ERP and CRM

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Works across multiple software systems or databases

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Integrate with a third-party accounting system

Software program that continuously adjusts its behavior based on observed data

View and track pertinent metrics to find patterns and gain insights from data

Provides a channel for team members to share media files, communicate, and work together

Edit, touch up, and convert images for publishing

Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain

AI-based platform which conducts a conversation via auditory or textual methods

Facilitates online authoring and publishing of the content

Edit text as needed

Regulate who can view information within the system

Tools that fix/remediate issues or optimize site elements to improve accessibility for visitors with disabilities or unique needs

Distributing content through various platforms or channels

Personalize delivered content based on characteristics, preferences, behavior or other data across the network

Configure existing workflows to meet your organization's needs

Use AI to generate content in the form of text, images, videos, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Allows developers to check if their applications/web browsers are running as expected.

Track and report on everything that happens within the system or network

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Monitor product stock levels

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Accept and track repeat orders

Accept and track orders with multiple items

Manage and handle various international currencies

Record customer information, purchase history, and other notes

Manage and support multiple locations

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Assemble applications and processes by dragging over and arranging pre-built components

Checkout of online store

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Track orders throughout the fulfillment process

Create and send email blasts/campaigns

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Sample files or documents that could be customized as needed or used as is

Pre-designed layouts that can be customized to match preferences and requirements

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Add customized logos and colors to align with company branding

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Group and package individual but related items as one package set

Identify specific interactions between customers and brands

Process of dividing customers into groups based on common characteristics

Create/edit commerce applications for mobile devices and/or web

Present a catalog of inventory that customers can view

Maintain and control the stock level of inventory

Separate front and back end platforms to make coding changes without affecting user experience

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and document all activities across devices, networks, and other systems

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Search and filter data across systems to locate required information by entering keywords or certain criteria

Define levels of authorization for access to specific files or systems

Scan barcodes to ensure accurate pricing and label tracking

Customize the specifications of a finished product to meet the particular needs of a customer

Import and export data to and from software applications

Cross-checking financial records with physical inventory counts and records

Generate quotes or estimates for customers

Access previous interactions or concerns to maintain customer relationships

Create invoices from scratch or have recurring invoices

Designed for small businesses

Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Provides built-in A/B testing for content.

Search for specific words or phrases within a document or database

Extra layer of security that requires not only a password and username but also something specific to that user

A set of software tools and programs used by developers to create applications for specific platforms

Facilitates online authoring and publishing of the content

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Edit, touch up, and convert images for publishing

Application programming interface that allows for integration with other systems/databases

Centralized repository to store content and assets

Access software remotely via mobile devices

View and track pertinent metrics to find patterns and gain insights from data

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Separate front and back end platforms to make coding changes without affecting user experience

Provides a channel for team members to share media files, communicate, and work together

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Use AI to generate content in the form of text, images, videos, etc.

Pre-designed layouts that can be customized to match preferences and requirements

Edit text as needed

Assemble applications and processes by dragging over and arranging pre-built components

Input different types of content and edit text formats, fonts, font sizes, and colors

Plan availability and assign specific time slots for tasks and resources

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Allow users to access multiple services after entering their login credentials once

Configure existing workflows to meet your organization's needs

Organize and group data or items based on various criteria

Preview materials before finalizing projects

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

For the intention to be used by marketing teams

Track revisions and updates made to files and navigate between different versions

Manage the process of evaluating documents or requests submitted for approval

Find & retrieve relevant data or documents

For the intention to be used by developers

Track and analyze information regarding website visitors

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Information, data and reports that are being tracked over time

Define levels of authorization for access to specific files or systems

Create and send email blasts/campaigns

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Identify specific interactions between customers and brands

Process of dividing customers into groups based on common characteristics

Create/edit commerce applications for mobile devices and/or web

Present a catalog of inventory that customers can view

Maintain and control the stock level of inventory

Manage and support multiple locations

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and document all activities across devices, networks, and other systems

Manage and handle various international currencies

Checkout of online store

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Record customer information, purchase history, and other notes

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Search and filter data across systems to locate required information by entering keywords or certain criteria

Scan barcodes to ensure accurate pricing and label tracking

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

At least a username and password is required to access the system

Review and analyze existing information across documents

Distributing content through various platforms or channels

Add customized logos and colors to align with company branding

Securely stores data to prevent data loss or breaches

Store and organize documents in a centralized system

Ability of websites, web applications, or mobile applications to function without an active internet connection

Sample files or documents that could be customized as needed or used as is

Public or private sharing of digital files such as documents, audio/video, images, and more

Import, collect, and capture data from multiple sources