BigCommerce connector - Installation and setup

Contents

Installing the BigCommerce connector
Working with your BigCommerce store settings
   » Connected store
   » Contacts
   » Automation
   » Store access
How synchronisation works
Recording consent for your contacts
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

Existing Connection?

If you have an existing store that is connected to another environment such as a staging environment and now need to connect it to production, you need to disconnect it and connect the live store. This requires following all the steps below again.

Installation is a simple process. Follow these steps:

  1. Go to the dotmailer app directory's BigCommerce connector page and click Install now
  2. On the marketplace listing in BigCommerce, click Install
  3. Review the permissions and click Confirm
  4. Enter your dotmailer username and password

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.

Account_settings_BigCommerce.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 BigCommerce connection completely if you wish.

Remember to click Save after making any changes here.

BigCommerce_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 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.

bigcommerce_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 BigCommerce customers to. Alternatively, you don't have to choose an address book and your customers won't get synced at all.

Customers 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.

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.

Commerceflow_Store_contacts.png

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 on.

Enrol customers on their first order to: A dropdown allows you to choose the dotmailer program you'd like to enrol your BigCommerce customers on as soon as 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.

bigcommerce_automation_el.png

Store access

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

bigcommerce_store_access_el.png

How 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.

Recording consent for your contacts

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.

You can capture consent for your contacts, using one of the following:

  • A signup form
  • An embeded form (surveys and forms)
  • The API
  • The manual in-app importer

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.

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

  • First name (text)
  • Last name (text)
  • Created date (date)
  • Company (text)
  • Phone (text)
  • Note (text)
  • 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)

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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