BigCommerce connector - Installation and setup

Contents

Installing the BigCommerce connector
Working with your BigCommerce store settings
   » Connected store
   » Contacts
   » Automation
   » Store access
How order and product synchronisation works
Working with your field mapping settings
Using our SMTP server for your transactional email

Summary

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

Installation is a simple process. Follow these steps:

  1. Log into your BigCommerce store
  2. Go to Advanced Settings > API Accounts Create API account
  3. On the 'Create API Account' page, enter a name and copy the API path, client ID and access token for step 5. In addition, set the following OAUTH scopes:
    • Content (Read-only)
    • Customers (Read-only)
    • Information (Read-only)
    • Marketing (Read-only)
    • Orders (Read-only)
    • Orders transaction (Read-only)
    • Products (Read-only)
  4. Next, go to the dotmailer App Directory's BigCommerce connector page - https://apps.dotmailer.com/bigcommerce/- and click Install now
  5. On the 'Connect your BigCommerce store' page, enter the API path, client ID and access token from step 3 and then click Authorise to authorise the connection 

Working with your BigCommerce store settings

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

Remember to click Save after making any changes here.

bigcommerce_store_tab.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 5 minutes. If something has changed with one of your BigCommerce 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.

Contacts

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

Any contacts in BigCommerce 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.

Automation

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

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

bigcommerce_automation.png

Store access

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

bigcommerce_store_access.png

How order and product synchronisation works

Automatic synchronisation of your BigCommerce customers' order histories and of your BigCommerce 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 BigCommerce 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 BigCommerce 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 BigCommerce customer fields of your choice to corresponding dotmailer contact data fields.

bigcommerce_field_mapping_tab.png

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

bigcommerce_select_field_mapping.png

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

It's up to you which BigCommerce 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 BigCommerce customer field, you can simply deselect the mapping here and click Save to update your mapping settings. The next time a sync runs, your BigCommerce data will no longer sync to this dotmailer contact data field. 

Using our SMTP server for your transactional email

BigCommerce allows you to specify that you'd like to use our SMTP server so you can send your transactional email through dotmailer and benefit from our reporting.

Set this up by going to Store setup > Store settings > Miscellaneous within BigCommerce.

Select Let me specify my own SMTP server details and provide the SMTP hostname, your SMTP username and password and the SMTP port.

After confirming all's well by testing the settings, click Save.

BigCommerce_email_settings_SMTP.png

Read more about using our transactional email »
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