Integration with Shopify

Shopify is an e-commerce platform that allows users to set up an online store and sell products and services. Its features include organizing products, customizing the storefront, handling credit card payments, tracking and responding to orders.

Shopify can be easily integrated with SALESmanago to share relevant data between both systems.

The scope of integration:

  • share external events ‘purchase’ and ‘abandoned cart’ for contacts that are logged in
  • import contacts and historical transaction data
  • automatically add a monitoring code to a site

Contact form integration:

  • add a monitoring parameter to contacts that filled in a contact form
  • share signup and login information
  • share contact details (name and surname, email address, telephone number, home address, company, date of birth, date of adding the contact, tags added to a contact in the shop)
  • share contact opt-in/opt-out status
  • manage opt-out status contacts with Shopify
  • send contacts to the database with a tag corresponding to the shop’s name
  • set tags with which contacts are sent to the system

 

Integration instructions

  1. Go to the integration plugin page. CLICK HERE >>
  2. Enter the name of your shop and click Install. You will be automatically redirected to the Shopify website.
  3. Confirm the installation of the integration plugin by clicking Install app. You will be automatically redirected to the admin dashboard.

Log in to the SALESmanago platform

Or if you have not created an account yet, create new and choose a language in which you want to use SALESmanago.

Next, adjust the user settings

Choose the features from the list that can be activated in the plugin. If it comes to the advanced settings, click Edit in SALESmanago and you will be automatically redirected to SALESmanago, where you can personalize the settings.

Once you do this, adjust the integration settings

[1] Choose language – choose a language you want to use on the SALESmanago platform. It will be used in all features you activate.

[2] Choose shop colors – choose scheme color in the features you activate.

[3] Export historical transaction data – all transaction data that is all orders with status completed will be moved to the SALESmanago system.

[4] Export contacts to SALESmanago – move all contacts that you acquired in your shop to SALESmanago (it means users who created an account).

The next step is to adjust account settings

[1] Client ID – it is an external identifier of a customer. This information comes from the SALESmanago system. It is automatically dragged to the field. You can find it in Settings => Integrations => API Access

[2] Endpoint – This information comes from the SALESmanago system. It is automatically dragged to the field. You can find it in Settings => Integrations => API Access

[3] Contact owner email – enter the email address that will be the owner of acquired contacts.

[4] Web Push code form – after you create an agreement form that is necessary for creating a Web Push notification, in the last step the code is generated and it needs to be paste in the field [4].

After you activate the Shopify plugin, you can activate the SALESmanago integration with Shopify. After you activate it, you can personalize the settings for WooCommerce plugin (screen below). After activation, the screen will be added to the SALESmanago dashboard. Tags (assigned to contacts who registered) are sent to SALESmanago.

[1] Tags assigned after registration – you can add a tag to contacts who registered in the shop. This option enables to differentiate contacts who registered in the shop.

TIP: You can change the owner in Account Settings. 

The integration is complete. From now on, you can open the app in two ways – either go to its domain, or through Shopify admin, in Apps → SALESmanago Marketing Automation.

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