Shopify connector (beta) - Installation and setup

Summary

The Shopify connector enables you to synchronise all of your Shopify customers and subscribers to dotmailer. You can choose which of your Shopify 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 connector

Installation is a simple process. Follow these steps:

  1. Log into your Shopify store
  2. Go to https://apps.shopify.com/dotmailer-for-shopify
  3. Click Get on the dotmailer for Shopify page and follow the steps you're then guided through

Working with your Shopify store settings

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

Connected store

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 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.

The date and time of the last sync is always provided in an information box below the sync buttons.

Contacts

Sync customers to: A dropdown allows you to choose the dotmailer address book you'd like to sync your Shopify 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 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 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.

Automation

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

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

Enrol abandoned baskets to: A dropdown allows you to choose the dotmailer program you'd like to enrol your Shopify abandoned baskets into. A Shopify 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.

Store access

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

How order and product synchronisation works

Automatic synchronisation of your Shopify customers' order histories and of your Shopify 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 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 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 (beta).

Working with your field mapping settings

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

Click on the dropdown next to the Shopify customer field and select the dotmailer contact data field that you wish to map and sync 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 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 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 data will no longer sync to this dotmailer contact data field. 

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