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
Working with your Shopify Plus store settings
   » Connected store
   » Contacts
   » Automation
   » Store access
How synchronisation works
Working with your field mapping settings
Shopify Plus program extension
Enabling site and ROI tracking

Summary

The Shopify Plus connector allows you to synchronise all of your Shopify Plus customers and subscribers to dotmailer.

You can choose which of your Shopify Plus data fields are mapped to your dotmailer contact data fields, allowing you to synchronise your customers' order histories for better campaign targeting.

You can also enrol new customers, new subscribers, and abandoned baskets on your programs.

Installing the Shopify Plus connector

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

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.

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.png

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 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'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.

shopify_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 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.

Customers can be 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.

Who are subscribers?

Subscribers are customers who opted in to receive your marketing emails either when they created an account or when they checked out a product in your store.

Shopify_connector_Store_contacts.png

Automation

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

Enrol new subscribers to: A dropdown allows you to choose the dotmailer program on which you'd like to enrol new Shopify Plus subscribers.

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

What is an abandoned basket?

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

You can use CartInisight data to send your contacts campaigns that invite them to complete their order.

Read more about CartInsight and what's needed to set up this function in our 'Abandoned carts' section »

Enrol customers on their first order to: A dropdown allows you to choose 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 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.

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Store access

Click Remove Shopify connection to disable the connector.

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How synchronisation works

When data is synchronised from Shopify 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 to enable these features.

After you have these Insight data collections, you can synchronise the following data from Shopify to dotmailer:

  • Customer order history
  • Product catalogue
  • Abandoned baskets

Customer order history

Your Shopify Plus customers' order histories will automatically synchronise to dotmailer after installation. Order histories are synchronised to your contacts' Insight data collections.

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

Product catalogue

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

Abandoned baskets

A visitor's or customer's unconverted basket items and details will automatically synchronise as soon as their email address is captured at checkout (thus, as explained further above, abandoned basket synchronisation is triggered by an abandoned checkout in your store). Provided you've selected a program to enrol abandoned baskets on under 'Automation' and you have Insight data enabled on your account, then this data gets synced to a CartInsight collection. You'll then be able to send these details in an automated abandoned basket email.   

Working with your field mapping settings

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 are (with data types in parentheses):

  • 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 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. 

Shopify Plus program extension

As soon as your Shopify Plus store is connected, the Shopify Plus program extension will automatically become available under 'Extensions' in the program builder.

You can use this to add new customers (or subscribers) to your Shopify Plus store.

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 into your Shopify admin
  2. Select Apps
  3. Select dotmailer Email Marketing
  4. Select Update unlisted app

This will add the relevant code to your store templates that's required to track visitors and ROI generated, and this data will appear in your campaign reporting for future sends.

Have more questions? Submit a request

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