Install and set up the BigCommerce connector

Overview

The BigCommerce connector enables you to synchronise all of your BigCommerce customers and subscribers to dotdigital. You can choose which of your BigCommerce data fields get mapped to your account's contact data fields, allowing you to synchronise your customers' order histories and use them for better campaign targeting. You can also enrol new customers and new subscribers into your programs.

Before you can get going with any of the above, you'll need to install the connector.


Before you start

Things you need to know:

Enable require consent

  • We also strongly recommend to make sure the Require Consent option (Store Setup > Store Settings > Miscellaneous > Email Settings) is enabled in your store to prevent customers being automatically opted-in at account creation.

Watch the video

 

 

Install the BigCommerce connector

Existing Connection?

If you have an existing store that is connected to another environment such as a staging environment and now need to connect it to production, you need to disconnect it and connect the live store. This requires following all the steps below again.

To install our BigCommerce connector:

  1. Go to the dotdigital BigCommerce marketplace page.
  2. Select Get this app.
  3. Review the permissions, then select Confirm.
  4. Enter your dotdigital username and password.

Working with your BigCommerce store settings

Once you've successfully installed the connector, you can start working with your general BigCommerce connector settings in dotdigital. They're accessed by clicking on BigCommerce in the settings menu.

Account_settings_BigCommerce.png

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

Remember to click Save after making any changes here.

Let's go through the sections.

Connected store

Store name: Your store's name is confirmed here.

Store URL: The URL for your store is confirmed here. Click on it if you want to open it in a new browser.

Data sync: If something has changed with one of your BigCommerce customers, such as they've unsubscribed from your store, then this is reflected in your account once synchronisation takes 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're able to turn data syncing On or Off, should you need to. You can also force an unscheduled sync by clicking Sync now.

Last sync: The date and time of the last sync is provided here.

bigcommerce_connected_store_el.png

Contacts

Please send campaigns only to subscribers

Some of your 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 'Store subscribers' address book. These are the contacts to whom you have permission to send campaigns to.

Enforce double opt-in for new subscribers: If you select Yes, all new subscribers are sent a confirmation email. These subscribers are removed from your address books until they verify their double opt-in status.

If you select No, it gets overridden if you've selected 'Enforce double opt-in for all signups, including bulk uploads' in your regulatory settings.

Sync customers to: A dropdown allows you to choose the dotdigital address book you'd like to sync your BigCommerce customers to. Alternatively, you don't have to choose an address book and your customers won't get synced at all.

Customers are the users that have an account in your store, including those who haven't opted in to your marketing. We also sync contacts passing orders as guests, as part of the 'Customers' group.

Sync subscribers to: This operates in a similar way as above.

The system prevents you from being able to sync customers and subscribers to the same address book, ensuring that they always remain separate.

Only contacts who are subscribers get synced into 'Store subscribers'. That is, only contacts who have opted in to receive your marketing emails when creating an account, or while checking out in your store, will be synced here.

Who are subscribers?

Subscribers are customers who opted in to receive your marketing emails either when they created an account (using the consent attribute Receive ACS/Review Emails), when they checked out in your store, or when they signed up via the newsletter sign-up form in the footer.

Commerceflow_Store_contacts.png

Automation

Enrol new customers to: A dropdown allows you to choose the dotdigital program you'd like to enrol new BigCommerce customers into.

Enrol new subscribers to: Similarly, a dropdown allows you to choose the dotdigital program you'd like to enrol new BigCommerce subscribers on.

Enrol customers on each new order to: Select the dotdigital program on which you'd like to enrol your BigCommerce customers when they place a new order. 

Enrol customers on their first order to: A dropdown allows you to choose the dotdigital program you'd like to enrol your BigCommerce customers on as soon as they place their first order.

SH_automation.png

Please note, contacts can be re-enrolled into the program selected for Enrol new subscribers to if they are removed from the Sync subscribers to address book, and then become a subscriber in your store.

Store access

Click on Remove BigCommerce connection to disable the connector and remove the integration with immediate effect.

bigcommerce_store_access_el.png

How synchronisation works

Automatic synchronisation of your BigCommerce customers' order histories and of your BigCommerce product catalogue requires Insight data and AccountInsight to be enabled on your account respectively. Speak to your account manager if you'd like to enable these.

Order synchronisation

Your BigCommerce customers' order histories will automatically synchronise upon installation. This data gets synced to your account's Insight data collections for contacts. You'll then be able to segment upon contact order data and target your customers more effectively.

Product synchronisation

All of your visible products in BigCommerce will also automatically synchronise upon installation. This data gets synced to your AccountInsight 'Catalog_Default' collection. You'll then be able to make use of EasyEditor's product block.

Signup form synchronisation

When a user subscribes to your marketing newsletters using your subscription form in BigCommerce, they are synchronised to your subscriber address book in dotdigital. Your subscriber's address book can contain subscribed customers, guests, as well as contacts who have subscribed.

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.

You can capture consent for your contacts, using one of the following:

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

Working with your field mapping settings

To access your field mapping settings, in dotdigital, go to Settings > BigCommerce >Field mapping. From here, you can map your BigCommerce customer fields of your choice to corresponding dotdigital contact data fields.

Data fields must be set up in dotdigital before you can map them to BigCommerce. To learn more about creating data fields, check out Creating and deleting contact data fields.

The customer fields and their data types for BigCommerce are:

  • First name (text)
  • Last name (text)
  • Created date (date)
  • Company (text)
  • Phone (text)
  • Note (text)
  • Has account (text)
  • Customer group (text)
  • Customer group ID (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)

Select the drop-down menu next to the BigCommerce customer field and select the dotdigital contact data field that you want to map and sync to. dotdigital's default contact data fields are automatically mapped to their equivalent BigCommerce customer field for you.

bigcommerce_select_field_mapping.png

You can also do the same for your custom fields, which are mapped from your form fields in BigCommerce. Custom fields allow you to capture more customer data and allow you to bring this into your data fields in dotdigital.

bigcommerce-custom-fields.png

The below form field types can be mapped to these data field types in your field mapping area:

  • Check box
    Text
  • Date
    Date or text
  • Multi-line text
    Text
  • Numbers only
    Text or numeric
  • Password 
    Text
  • Radio button
    Text or yes/no
  • Text field
    Text
  • Pick list
    Text or yes/no

If you map a BigCommerce PICKLIST to a yes/no field in dotdigital, it only works if the list of possible values are yes/no or true and false.

We don't check the data type for your custom fields. If you try to map a text field in BigCommerce to a date field in dotdigital, it may fail.

We add new fields as we find them from new or modified customers. For example, if you have a new form field in BigCommerce, it's only available to map after you sync a customer that has the same field.

It's up to you which BigCommerce customer fields that you wish to synchronise. Leave them unmapped if you don't wish to sync that specific data to dotdigital.

Select Save once you're happy with your mapping settings and begin syncing to these dotdigital contact data fields.

If you no longer wish to sync data from a BigCommerce customer field, you can simply deselect the mapping here and click Save to update your mapping settings. The next time a sync runs, your BigCommerce data will no longer sync to this dotdigital contact data field.

Custom From Address fields support

We currently don't support Custom From Address fields.

Using our SMTP server for your transactional email

BigCommerce allows you to specify that you'd like to use our SMTP server so you can send your transactional email through dotdigital and benefit from our reporting. To set this up:

  1. In BigCommerce, go to Store setup > Store settings > Miscellaneous.
  2. Select Let me specify my own SMTP server details and provide the SMTP hostname, your SMTP username and password and the SMTP port.
    To learn how to set up an SMTP user in dotdigital, check out Creating a transactional email user (for SMTP).
  3. Select Test SMTP Settings
  4. Select Save.

BigCommerce_email_settings_SMTP.png

To learn more, check out the article Use of transactional email

Add ROI tracking script to your BigCommerce storefront

To add ROI tracking script to your storefront:

  1. Go to Advanced Settings > Web Analytics.
  2. In the General Settings area, select Affiliate Conversion Tracking and Save.
  3. Select Affiliate Conversion Tracking.
  4. In the Conversion Tracking Code box, add the relevant tracking script:
    • For accounts in Europe (region 1):
      <script src="https://r1-t.trackedlink.net/_dmpt.js" type="text/javascript"></script>
      <script> _dmTrack("CheckOutAmount", %%ORDER_AMOUNT%%); </script>
    • For accounts in North America (region 2):
      <script src="https://r2-t.trackedlink.net/_dmpt.js" type="text/javascript"></script>
      <script> _dmTrack("CheckOutAmount", %%ORDER_AMOUNT%%); </script>
    • For accounts in Asia Pacific (region 3):
      <script src="https://r3-t.trackedlink.net/_dmpt.js" type="text/javascript"></script>
      <script> _dmTrack("CheckOutAmount", %%ORDER_AMOUNT%%); </script>
  5. Select Save.
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