Shopify connector - Installation and setup

Please note

  • The Shopify connector works with Shopify and Shopify Plus
  • A Engagement Cloud account may be connected to only one store

Contents

Installing the Shopify connector
Configuring your Shopify store settings
» Connected store
» Contacts
» Abandoned checkout
» Automation
» Store access
Understanding how synchronised data is stored and how you can use it
Recording consent for your contacts
Mapping customer fields to Engagement Cloud
Adding customers to Engagement Cloud address books through programs
Enabling site and ROI tracking

Summary

The Shopify connector allows you to synchronise all of your Shopify customers to Engagement Cloud and to enrol those customers on Engagement Cloud programs.

Terminology

Customers

Customers include anyone who has entered their email address on your Shopify store.

Non-subscribed customers

Non-subscribed customers are customers who have not opted in to receive marketing messages. You should not send customers marketing messages.

Subscribed customers

Subscribed customers are customers who opted in to receive your marketing messages either when they created an account or when they checked out a product in your store.

Contacts

Contacts are customers who have been synchronised to Engagement Cloud and who are now in a Engagement Cloud address book.

Installing the Shopify connector

Prerequisite

To install the Shopify connector, you need a Shopify store.

  1. Go to https://dotdigital.com/integrations/shopify-plus/
  2. Enter your shop's name (this is the part before .myshopify.com in your store's URL) and click Install now

    shopify_plus_app_install_button.png
  3. In the new window, log in to your Shopify store

Configuring your Shopify store settings

After you've installed the connector, you can access the settings in Engagement Cloud by clicking Shopify in the settings menu.

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This takes you to the 'Store' tab, where you can access data synchronisation, contact synchronisation and program enrolment settings. You can also remove your Shopify connection completely if you wish.

Remember to click Save after making any changes here.

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Let's go through the sections.

Connected store

  • Store name
  • Store URL
  • Data sync: If something has changed with one of your Shopify customers, such as they've unsubscribed from your store, then this is reflected in Engagement Cloud once synchronisation has taken place.

    We attempt synchronisation five minutes after the last sync process finishes. Depending on the amount of data you're processing, the time each sync takes to complete might be between a few seconds to many hours.

    You can turn data synchronisation On or Off. You can also force an unscheduled synchronisation by clicking Sync now.
  • Last sync: The date and time of the last synchronisation.

SH_connected_store.png

Contacts

Please send campaigns only to subscribed customers.

Some customers may not have opted in to your marketing messages when they bought a product from your store.

To conform to international email spam laws and best email marketing practice, and to maintain a good sending reputation, please make sure that you send campaigns only to the subscribed customers. These are the contacts to whom you have permission to send marketing messages to.

Enforce double opt-in for new subscribers: If you select Yes, all newly subscribed customers are sent a confirmation email. These contacts are removed from your address books until they verify that they wanted to opt in.

If you select No, be aware that this option is overridden if you've selected 'Enforce double opt-in for all signups, including bulk uploads' in your regulatory settings.

Sync subscribers to: Select the Engagement Cloud address book you'd like to synchronise your Shopify subscribed customers to. Alternatively, if you don't select an address book, your subscribed customers won't be synchronised at all.

Sync customers to: Select the Engagement Cloud address book you'd like to synchronise your Shopify non-subscribed customers to. Alternatively, if you don't select an address book, your non-subscribed customers won't be synchronised at all.

Enable two-way sync: If you select Yes, any Shopify connector data fields from Engagement Cloud will sync to Shopify. For further information, please click here.

'No' is the default, however, if you select No, this will turn off two-way sync; customer data will only sync from Shopify.

To stop you from sending marketing messages to non-subscribed customers, you cannot synchronise them to the same address book as subscribed customers.

By default, subscribed customers are added to the 'Store subscribers' address book.

SH_Shopify_connector_Store_contacts.png

Abandoned checkout

Enrol abandoned checkouts to: Select the abandoned checkout program on which you'd like to enrol your Shopify customers who abandoned the checkout page. Learn more about abandoned checkouts.

Alternatively, you can leave this field blank, and set up a Shopify abandoned cart program. Learn more about abandoned carts.

Enrol abandoned checkouts after: Select the length of time that you'd like to wait until a contact who abandons a checkout is enrolled on the program. Use this setting to give your contacts time to complete the checkout before they're enrolled on abandoned checkout programs.

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Automation

Enrol new customers to: Select the Engagement Cloud program on which you'd like to enrol new Shopify customers.

Enrol new subscribers to: Select the Engagement Cloud program on which you'd like to enrol new Shopify customers.

Enrol customers on their first order to: Select the Engagement Cloud program on which you'd like to enrol your Shopify customers when they place their first order.

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Store access

Click Remove Shopify connection to disable the connector.

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Understanding how synchronised data is stored and how you can use it

When Shopify data is synchronised to Engagement Cloud, that data is stored in Insight data.

These Insight data collections are billable and without them, you won't be able to synchronise data. Contact us if you don't have these collections.

After you have these Insight data collections, you can synchronise the following data from Shopify to Engagement Cloud:

You can segment your contacts, depending on the values of their Insight data to target those contacts more effectively.

Two-way sync

Should two-way sync be enabled, any Shopify connector data fields from Engagement Cloud will sync to Shopify. From the moment this is enabled, Engagement Cloud will only sync incremental updates; no historical data will be synchronised. If a customer doesn't exist in Shopify, Engagement Cloud won't create any new customers during the synchronisation.

Engagement Cloud will update the following fields if they are correctly mapped in the field mapping tab:

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

Important

If there is conflict between the contact data fields in Engagement Cloud and Shopify, the contact data fields in Shopify will be the default.

When a customer unsubscribes via Engagement Cloud, accept_marketing will change to false and accepts_marketing_updated_at will change to the current date. This field is updated when a user unsubscribes in Engagement Cloud.

Customer order history

Your Shopify customers' order histories synchronise to Engagement Cloud upon installation. Order histories are added to your contacts' OrderInsight data collections.

Product catalogue

All of your visible products in Shopify are synchronised upon installation. This data is added to your Catalog_Default AccountInsight collection. You'll then be able to make use of EasyEditor's product block.

Abandoned checkouts

Subscribed customers' unconverted checkout items and details synchronise to Engagement Platform when their email addresses are captured at checkout. This data is added to a CartInsight collection.

If you've selected a program on which to enrol contacts who have abandoned checkouts and you have Insight data enabled on your account, you can send the details of a subscribed customer's abandoned checkout in a triggered campaign.

Recording consent for your contacts

Consent is an agreement between you and your contacts about your intentions with their personal data.

We let you to store this consent in a free Insight data collection called ConsentInsight.

After your Shopify customers have been synchronised to Engagement Cloud, you can capture consent for them, using one of the following:

  • A signup form
  • An embeded form (surveys and forms)
  • The API
  • The manual in-app importer

Mapping customer fields to Engagement Cloud

Click the Field mapping tab to to map the Shopify customer fields of your choice to corresponding Engagement Cloud contact data fields.

The customer fields for Shopify (with data types in parentheses) are:

  • First name (text)
  • Last name (text)
  • Login (text)
  • Created date (date)
  • Phone (text)
  • Note (text)
  • Tags (text)
  • Has account (text)
  • Last order id (numeric)
  • Orders count (numeric)
  • Total spent (numeric)
  • Billing address 1 (text)
  • Billing address 2 (text)
  • Billing phone (text)
  • Billing fax (text)
  • Billing city (text)
  • Billing postcode (text)
  • Billing state (text)
  • Billing region (text)
  • Billing country (text)
  • Billing company (text)
  • Shipping address 1 (text)
  • Shipping address 2 (text)
  • Shipping phone (text)
  • Shipping fax (text)
  • Shipping city (text)
  • Shipping postcode (text)
  • Shipping state (text)
  • Shipping region (text)
  • Shipping country (text)
  • Shipping company (text)

The 'Note' field can be used to synchronise your Shopify custom fields, as this is how Shopify stores all custom field values.

The 'Tags' field can be used if you want to flag or track your customers with specific markers that, for example, represent the lead source or the type of customer.

In the dropdown next to the Shopify customer field, select the Engagement Cloud contact data field that you want to map the data to.

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Engagement Cloud's default contact data fields are automatically mapped to their equivalent Shopify customer field for you.

It's up to you which Shopify customer fields that you wish to synchronise. Leave fields unmapped if you don't wish to them to Engagement Cloud.

Click Save to start synchronising these customer fields to Engagement Cloud contact data fields.

If you no longer wish to synchronise data from a Shopify customer field, you can simply clear the mapping here and click Save to update your mapping settings. The next time a synchronisation runs, your Shopify data won't be added to this Engagement Cloud contact data field.

Adding customers to Engagement Cloud address books through programs

When your Shopify store is connected to Engagement Cloud, the Shopify node will be available under 'Extensions' in the program builder.

You can use this node in programs to add customers to your Engagement Cloud address books.

Enabling site and ROI tracking

By enabling site and ROI tracking, you'll be able to gain valuable insight into the conversions and revenue your campaigns are generating for you in your reporting area.

To turn the feature on, update the connector by following these steps:

  1. Go to the Shopify store admin page
  2. Select Apps Engagement Cloud Email Marketing Update unlisted app

Doing so adds code to your store templates. This code is required to track visitors and ROI. Results appear in your campaign reports.

Have more questions? Submit a request

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