Before you can start syncing your store's customers, subscribers, and guests to your Dotdigital account as contacts, you must first create and map the lists you want to sync them to.
Before you start
Things you need to know:
You must make sure you have saved and valid API credentials, otherwise, your lists might not be available during the mapping process. Learn more in Getting started with the API.
Map customers to your lists
Create three new Dotdigital lists for store's customers, subscribers, and guests in one of the following ways:
Create the new lists in your Dotdigital account.
Learn how in Create a list.
Create new lists directly in your store account. To do this:
Go to Stores > Configuration >DOTDIGITAL > Sync Settings and select Create List.
In the List Name text field, enter your new list’s name.
Expand the Visibility drop-down menu and choose whether to make your list Private or Public.
Private lists are only visible to you. Public lists allow contacts to join or unsubscribe from them themselves through a preference centre.
Once happy, select Create New List and a confirmation message appears at the top of the screen confirming the creation of the list in your Dotdigital account.
After you have created your lists, in your store account go to Stores > Configuration >DOTDIGITAL > Sync Settings.
At the top of the page, under List Mapping, you can expand the drop-down menus to select the appropriate lists to map your customers, subscribers, and guests to.
All of the new lists that you've created, both in Dotdigital and your store, are available to choose.
Select Save Config. A confirmation message appears to show that the settings have been saved and you have successfully mapped to your customers, subscribers, and guests to Dotdigital lists.
Stop non-subscribed email addresses from being synchronised to Dotdigital
If you want to synchronise customers and guests only if they have subscribed to your store's newsletter, expand the Allow non-subscribed contacts to be imported drop-down menu and choose No.
This setting does not apply to non-subscribed customers and guests that have already synced to your Dotdigital account.
Contacts synced to your customer list are registered customers of your store that have a customer account. All contacts within this list have the additional contact data field information populated against them that you configure in data mapping.
Contacts synced to your subscribers list are subscribed contacts found in the default Newsletter Subscribers table/report. We only sync the email address for these contacts. However, if you have newsletter subscribers who are also registered customers then they have the additional contact data fields populated. When a subscriber on your website unsubscribes from your store, then we remove them from this list.
If you have order sync enabled, it means that we add the email address from an order placed by a guest who isn't a customer or a subscriber to your guests list. We only sync the email address for these contacts. However, if you have guests who are also registered customers then they will have the additional contact data fields populated here.