- The Shopify connector works with Shopify and Shopify Plus
- A dotmailer account may be connected to only one store
The Shopify connector allows you to synchronise all of your Shopify customers to dotmailer and to enrol those customers on dotmailer programs.
Customers include anyone who has entered their email address on your Shopify store.
Non-subscribed customers are customers who have not opted in to receive marketing messages. You should not send customers marketing messages.
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 are customers who have been synchronised to dotmailer and who are now in a dotmailer address book.
To install the Shopify connector, you need a Shopify store.
- Go to https://apps.dotmailer.com/shopify-plus/
- Click Install now
- Enter your shop's name (this is the part before .myshopify.com in your store's URL) and click Next
- In the new window, log in to your Shopify store
After you've installed the connector, you can access the settings in dotmailer by clicking Shopify in the settings menu.
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.
Let's go through the sections.
- Store name
- Store URL
- Data sync: Synchronisation takes place every five minutes. If something has changed with one of your Shopify 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.
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 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 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.
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.
Enrol new customers to: Select the dotmailer program on which you'd like to enrol new Shopify customers.
Enrol new subscribers to: Select the dotmailer program on which you'd like to enrol new Shopify customers.
Enrol customers on their first order to: Select the dotmailer program on which you'd like to enrol your Shopify customers when they place their first order.
Click Remove Shopify connection to disable the connector.
When Shopify data is synchronised to dotmailer, 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 dotmailer:
- Customer order history: OrderInsight data
- Product catalogue: AccountInsight data
- Abandoned checkouts: CartInsight data
You can segment your contacts, depending on the values of their Insight data to target those contacts more effectively.
Customer order history
Your Shopify customers' order histories synchronise to dotmailer upon installation. Order histories are added to your contacts' OrderInsight data collections.
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.
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.
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
Click the Field mapping tab to to map the Shopify customer fields of your choice to corresponding dotmailer 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 dotmailer contact data field that you want to map the data to.
dotmailer'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 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 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 dotmailer contact data field.
When your Shopify store is connected to dotmailer, the Shopify node will be available under 'Extensions' in the program builder.
You can use this node in programs to add customers to your dotmailer address books.
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:
- Go to the Shopify store admin page
- 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.