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,
  • automatic addition of a monitoring code to a site,
  • a possibility of assigning tags when a contact registers, signs up for a newsletter or makes a purchase, later these contacts will be sent to the system,
  • automatic addition of such features as Live Chat, Pop-up Basic, Web Push,
  • placing the application that integrates Shopify online shops in Shopify Appstore for all Shopify customers.

Contact form integration:

  • adding a monitoring parameter to contacts that filled in a contact form,
  • sharing sign-up and login information,
  • sharing 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),
  • sharing contact opt-in and opt-out status ,
  • managing opt-out status contacts with Shopify (SALESmanago returns information about the status),
  • sending contacts to the database with a tag corresponding to the shop’s name,
  • setting tags with which contacts are sent to the system,

Contents

  1. Add-on installation
  2. Registration / logging into the system
  3. User settings
  4. Integration
  5. Account settings
  6. Shopify settings

1. Add-on installation

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


2. Registration / logging into the system

If you don’t have an account in SALESmanago yet, click Create on the upper left side of the screen.

If you have it, just log in to the system.


3. User settings

Choose features from the list that you may switch on through the add-on. If you want to configure more advanced settings click Edit in SALESmanago, so you will be redirected to the application where you can personalize the settings of the modules.


4. Integration

[1] Choose language – select language that you want to use on the SALESmanago platform. The language will be also used in the features you will activate.

[2] Add a shop logo – click the grey square and add an image from your computer.

[3] Choose shop colors – select the color scheme which will be used in all features you will activate.

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

[5] Export historical transaction data – all completed transactions will be moved to SALESmanago.


5. Account settings

[1] Callback settings for opt-in and opt-out – the opt-in/opt-out callback option allows you to send information about contacts from SALESmanago to an external platform integrated through API . This information relates to the contact status change.

  • Opt-in callback URL – sends information to an external system about the signing up for a subscription of a contact. The notification on the contact’s opt-in status will be sent if the contact clicked the link confirming subscription or the status has been modified directly on the contact’s card.
  • Opt-out callback URL – sends information to an external system about the contact opting out from subscription. Information on the contact’s opt-out status will be sent once the contact has unsubscribed (e.g. clicked the link in an email) or their status has been modified directly on the contact’s card.

[2] 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

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

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

[5] Web Push code form – after you create an agreement form, which is necessary if you want to send Web Push notifications, the code is generated. In this field, you can choose from the dropdown list the codes of all agreement forms to Web Push notifications you have created in the system. Choose one of them.

[6] Downloading the consent status – you can switch on or off downloading the consent status of the contact from SALESmanago.


6. Shopify settings

[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.

[2] Tags assigned after subscription to the newsletter – you can add tags to contacts who subscribed for receiving a newsletter.

[3] Tags assigned after purchase – you can add a tag to contacts who made a purchase.

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