Integrate Engagement Cloud with Shopify

Learn to integrate your Engagement Cloud account with Shopify or Shopify Plus.

Overview

Integrating Engagement Cloud with Shopify is a six-part process. Follow the video as we demonstrate exactly how simple it can be. If you need a bit of extra guidance, don't worry, we've written out the steps below.

Watch the video

 

Before you start

To use this integration guide, you must have a Shopify store and an Engagement Cloud account.

1. Installation

Learn to connect your Shopify store to your Engagement Cloud account.

  1. Open two browser tabs:
    a. In the first tab, go to your Engagement Cloud account and log in as the account holder.
    b. In the second tab, go to our Shopify integration page.
  2. Open the Shopify integration page browser tab, and under the heading Already a dotdigital customer?, enter your store name in the box.
  3. Select Install now. This takes you to your Shopify login page.
  4. On the Shopify login page, enter your details.
  5. Select Login.
  6. Once logged in, scroll down to the bottom of the confirmation page and select Install unlisted app.

Your store is now successfully connected.

2. Store settings

Once you’ve completed Step 1, you are taken to the Shopify settings in Engagement Cloud. You can also access this by going to Settings > Shopify. Here you must set up your integration details. Under the heading Connected store, you can see:

  • Store name
    The name of your Shopify store.
  • Store URL
    The URL of your Shopify store.
  • Data sync
    If you want data to sync between your Shopify store and Engagement Cloud, select On, or select Sync now to trigger a manual sync.
  • Last sync
    This shows the time of the last sync between your Shopify store and Engagement Cloud.

    When data sync is turned on, the connector syncs your contacts, orders, and catalogue information between Shopify and Engagement Cloud every five minutes after the last sync has finished, however, this is dependant on how much data you have to synchronise. For example, first time syncs with a lot of data could take several hours to complete.

SH_connected_store.png

3. Address book mapping

You can synchronise both subscribed customers and customers between your Shopify store and address books in Engagement Cloud.

  • Subscribers
    Contacts who have an account and opted-in to marketing communications.
  • Customers
    All contacts that have entered their email address on your site. Customers includes all your subscribers plus contacts who haven’t opted-in to marketing communications.

To map your Shopify subscribers and customers to the correct Engagement Cloud address books:

  1. In Engagement Cloud, go to Settings > Shopify and find the Contacts heading.
    SH_contacts.png
  2. Under Enforce double opt-in for subscribers, select either Yes or No, depending on your preferences.

    Double opt-in is regarded as best practice because it makes sure that contacts want to receive your emails. It helps protect against malicious sign ups and spam complaints.Once you send a double opt-in request, these customers stay in a Pending state until they verify that they want to opt-in.

  3. Under Sync subscribers to, use the drop-down menu to select the Engagement Cloud address book that you want to sync your subscribers to.

    By default, this is matched to an address book called Store subscribers, but you can change this if you want.

  4. Under Sync customers to, use the drop-down menu to select the Engagement Cloud address book to sync your subscribers to. You don’t need to sync customers if you don’t want to.

    It’s important to remember that not all customers have subscribed into marketing communications. If you choose to sync them, make sure you sync them to an address book that won’t be used for marketing communications.

  5. Under Enable two-way sync, choose Yes or No.

    Turning two-way sync on allows updates made in Engagement Cloud to be synchronised back to Shopify. We recommend enabling two-way sync. If the two-way sync is disabled, Engagement Cloud won’t update your customer’s subscriber status (accepts_marketing).

  6. Select Save.

Engagement Cloud updates these contact data fields:

  • First name
  • Last name
  • Phone number
  • Note
  • Tags
  • Shipping address (default address)
  • Subscriber Status (accepts_marketing)

    When a customer unsubscribes through Engagement Cloud, accept_marketing changes to false and accepts_marketing_updated_at changes to the current date.

These contact data fields are then updated in Shopify. This happens during the next scheduled sync. Engagement Cloud syncs incremental updates; historical data isn’t synchronised. If a customer doesn't exist in Shopify, Engagement Cloud doesn’t create the customer during the synchronisation.

Automatic catalogue sync

Once the connection is set up, there are no options to turn off or on order and catalogue synchronisation – this is done automatically.

4. Abandoned checkout

Before you start

You must first set up an abandoned checkout program in Engagement Cloud to enrol customers on to.

Turn on abandoned checkout

An abandoned checkout is triggered when guests or customers add items to their cart and abandon your site from the checkout page. This happens when:

  • A potential customer provides their contact information on the checkout page, but doesn't complete the order; this is a guest.
  • A customer that’s logged in abandons the shopping cart on the checkout page, but doesn't complete the order; this is a customer.

To turn on abandoned checkout for your Shopify store:

  1. In Engagement Cloud, go to Settings > Shopify, and find the Abandoned checkout area.
    abandonedcheckoutshopify.png
  2. Beside Enrol abandoned checkouts to, select your Engagement Cloud abandoned checkout program.
  3. Under Enrol abandoned checkout after, choose a time to wait before we enrol a contact onto your abandoned checkout program.

    We recommend using 30 minutes.

5. Automations

Before you start

You must create programs for each of your automations.

We recommend using our Welcome program and Loyalty program templates to get started.

Setting up your automations

  1. In Engagement Cloud, go to Settings > Shopify and find the Automation heading.
    SH_automation.png
  2. Use the drop-down menus to select your premade programs for the following customer states:
    • Enrol new customers to
      The program all new customers are enrolled on.
    • Enrol new subscribers to
      The program all new subscribers are enrolled on.
    • Enrol customers on each new order to
      The program existing customers are enrolled on after each new order.
    • Enrol customer on their first order to
      The program customers are enrolled on after they place their first order.

      This is a great way to tempt a new customer to make a repeat purchase with a coupon code.

  3. Select Save.

6. Data field mapping

Use field mapping to map your Shopify customer fields to contact data fields within Engagement Cloud. Some fields include first name, last name, company name, and billing information.

Correct data types

Make sure your contact data fields in Engagement Cloud have the correct data types. If they aren’t correct, the sync fails.

To map your contact data fields:

  1. In Engagement Cloud, go to Settings > Shopify.
  2. Select the Field mapping tab.
    fieldmappingtab.png
  3. This tab shows you a list of all the data that you can import into Engagement Cloud. By default, we map First name and Last name for you.
  4. Use the drop-down menus to map each of your fields to a data field in Engagement Cloud.
  5. Once complete, select Save.

Site and ROI tracking

Our site and ROI tracking scripts are automatically injected into your Shopify stores template once the connector is installed. No need for you to install custom scripts onto your site

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Can we help?

Thanks for using Engagement Cloud. If you need more help or support, then contact our support team.