Shopify Plus connector - Installation and setup

Please note

  • The Shopify connector works with the Shopify platform and the Shopify Plus platform
  • A dotmailer account can be connected to only one store

Contents

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

Summary

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

Terminology

Customers

Customers include anyone who has entered their email address on your Shopify Plus 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 dotmailer and who are now in a dotmailer address book.

Installing the Shopify Plus connector

Prerequisite

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

  1. Go to https://apps.dotmailer.com/shopify-plus/
  2. Click Install now
    shopify_plus_app_install_button.png
  3. Enter your shop's name (this is the part before .myshopify.com in your store's URL) and click Next
    shopify_plus_app_install_enter_shop_name.png
  4. In the new window, log in to your Shopify Plus store

Configuring your Shopify Plus store settings

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

Account_settings_Shopify.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 Shopify Plus connection completely if you wish.

Remember to click Save after making any changes here.

Shopify_connector_Store_settings.png

Let's go through the sections.

Connected store

  • Store name
  • Store URL
  • Data sync: Synchronisation takes place every five minutes. If something has changed with one of your Shopify Plus customers, such as they've unsubscribed from your store, then it will only be a matter of minutes until this is reflected in dotmailer.

    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.

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

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

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.

Shopify_connector_Store_contacts.png

Automation

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

Enrol new subscribers to: Select the dotmailer program on which you'd like to enrol new Shopify Plus subscribed customers.

Enrol abandoned checkouts to: Select the abandoned cart program on which you'd like to enrol your Shopify Plus subscribed customers who abandoned the checkout page.

What is an abandoned checkout?

An abandoned checkout is an event whereby a potential customer provides their contact information on the checkout page, but doesn't complete the order. At this point, the checkout details are stored as a record in that contact's CartInsight data collection.

This CartInsight data includes the URL of the cart, the products in the cart and the price of the cart. The URL of the cart takes customers back to an empty cart.

You can send your contacts this CartInsight data in an email campaign by dragging and dropping the abandoned cart block. This block relies on advanced personalisation. Please contact us to enable advanced personalisation on your account.

Alternatively, you can enrol subscribed customers on a program when they abandon a cart on any page of your store.

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

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 subscribed customers. These are the contacts to whom you have permission to send marketing messages to.

Shopify_connector_Store_settings_-_automation.png

Store access

Click Remove Shopify connection to disable the connector.

shopify_store_access_el.png

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

When Shopify data is synchronised to dotmailer, that data is stored in Insight dataAccountInsight, and CartInsight.

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 dotmailer:

  • Customer order history
  • Product catalogue
  • Abandoned checkouts

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

Customer order history

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

Product catalogue

All of your visible products in Shopify Plus 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 dotmailer 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 dotmailer, 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 Shopify customer fields to dotmailer

Clicking the Field mapping tab to to map the Shopify Plus customer fields of your choice to corresponding dotmailer contact data fields.

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

  • First name (text)
  • Last name (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 Plus custom fields, as this is how Shopify Plus 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 Plus customer field, select the dotmailer contact data field that you want to map the data to.

shopify_select_field_mapping_el.png

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

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

Click Save to start synchronising these customer fields to dotmailer contact data fields.

If you no longer wish to synchronise data from a Shopify Plus 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 Plus data won't be added to this dotmailer contact data field. 

Adding customers to dotmailer address books in programs

When your Shopify Plus store is connected, the Shopify Plus node is available under 'Extensions' in the program builder.

You can use this node in programs to add non-subscribed customers or subscribed customers to your dotmailer 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 dotmailer 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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