Shopify Plus connector - Installation and setup

Please note

Our connector works with the Shopify platform as well as Shopify Plus.

Contents

Installing the Shopify Plus connector
Working with your Shopify Plus store settings
   » Connected store
   » Contacts
   » Automation
   » Store access
How order and product synchronisation works
Working with your field mapping settings

Summary

The Shopify Plus connector enables you to synchronise all of your Shopify Plus customers and subscribers to dotmailer. You can choose which of your Shopify Plus data fields get mapped to your dotmailer contact data fields, allowing you to synchronise your customers' order histories and use it for better campaign targeting. You can also enrol new customers, new subscribers and abandoned baskets into your programs.

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

Installing the Shopify Plus connector

Installation is a simple process. Follow these steps:

  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. You'll next get taken to log into your Shopify Plus store to finish installing the connector

Working with your Shopify Plus store settings

Once you've successfully installed the connector, you can start working with your general Shopify Plus connector settings in dotmailer. They're accessed by clicking on 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 Plus 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: 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: Syncs take place every 5 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'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.

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Contacts

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

Any contacts in Shopify Plus will, by default, get synced into the 'Store customers' address book. Note that these can be guests, prospects, subscribers, and first-time buyers or returning customers.

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.

Please only send to subscribers

Some of your customers may not have explicitly opted into your marketing emails when purchasing in your store. Please make sure that you only send campaigns to the 'Store subscribers' address book. These are the contacts you have permission to send to, and, in turn, you'll be ensuring you're adhering to international email spam laws, upkeeping best email marketing practice, and maintaining a good sending reputation.

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Automation

Enrol new customers to: A dropdown allows you to choose the dotmailer program you'd like to enrol new Shopify Plus customers into.

Enrol new subscribers to: Similarly, a dropdown allows you to choose the dotmailer program you'd like to enrol new Shopify Plus subscribers into.

Enrol abandoned baskets to: A dropdown allows you to choose the dotmailer program you'd like to enrol your Shopify Plus abandoned baskets into. A Shopify Plus abandoned basket is judged as when a session in your store closes. When clicking on an abandoned basket link, shoppers will not be taken back to a repopulated basket.

Enrol customers on their first order to: A dropdown allows you to choose the dotmailer program you'd like to enrol your Shopify Plus customers to as soon as they place their first order. Please be aware that this may include customers who aren't subscribed, therefore you should always check whether they also belong to your subscribers group if you intend to send them marketing emails (please see above - 'Please only send to subscribers').

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Store access

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

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How order and product synchronisation works

Automatic synchronisation of your Shopify Plus customers' order histories and of your Shopify Plus 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 Shopify Plus 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 Shopify Plus 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.

Working with your field mapping settings

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

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

  • First name (text)
  • Last name (text)
  • Created date (date)
  • Phone (text)
  • Note (text)
  • Tags (text)
  • Has account (Boolean)
  • 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 sync 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.

Click on the dropdown next to the Shopify Plus customer field and select the dotmailer contact data field that you wish to map and sync to.

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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 them unmapped if you don't wish to sync that specific data to dotmailer.

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

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

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