Shopify

Enhance your ecommerce operations.

Connect with your customers on Shopify across WhatsApp, SMS, and Email channels. Deliver personalized marketing, deploy chatbots, track orders, engage in conversational commerce, and more.

What you can do with the Shopify connector:

• Ingest Customer Data: Use customer data from Shopify to send promotional offers and other updates to your customers on popular channels such as Email, SMS, and WhatsApp.

• Automation: Use flows to automate different business processes, such as order updates, using different triggers and actions.

Shopify triggers and actions in Flows

Once installed, you'll be able to use the following triggers in Flows:

• Checkout abandoned

• Orders edited

• Checkout

• Order Confirmed

• Order canceled

• Order fulfilled

For a complete list of triggers and actions, navigate to Automate Work -> Connectors -> Marketplace and find Shopify.

Shopify data synchronization

Once installed, the Shopify connector will regularly sync the following data:

• Customer data

• Abandoned checkouts

• Orders

After installation, under the "Data Sync" tab, you can choose the customer attributes and the frequency you want to be imported from Shopify into MessageBird.

How to install Shopify

What you'll need

• Admin access to Shopify

• Access to Connectors in the Automate Work section in your MessageBird workspace

Step one: Access the Shopify connector in MessageBird

1. Click on your name in the bottom left-hand side of your screen, then click Integrations.
2. Search for and click Shopify.

3. Click Install Shopify. You'll be redirected to Shopify.

Step two: Continue installation in Shopify

You can also access the app from the Shopify app store.

1. Click Install.

2. After logging into Shopify, you'll be prompted to install the MessageBird app. Click Install app.

3. Select the MessageBird Organization and/or Workspace that you want to install Shopify for.

4. Click Continue.

You've successfully installed the Shopify connector!

Next steps

Visit the “Health” tab to assess the connector’s health.

• Data Fetching: Responsible for gathering data from third-party platforms. It generally requires valid credentials or API keys. If its health is compromised, there could be problems with credentials or permissions.

• Data Capture: Manages incoming data and events, mainly through webhooks. A non-healthy status typically indicates difficulties with the connector's webhook setup.

• Engagements: Handles the processing and ingestion of data into our platform. An unhealthy state might mean the data isn't in the anticipated format.

Use Shopify

Once you've successfully installed the Shopify app, you can incorporate its functionalities in various areas of the platform:

Audiences

• Purpose: Build dynamic audiences using customer data imported from Shopify. These audiences can be harnessed for broadcast marketing campaigns or omnichannel marketing journeys.

• How to access:

  • Go to Grow customers > All contacts.

  • Click Create Audience. Here, you'll notice Shopify variables listed under attributes. The same variables are also accessible under the attributes tab.

  • Use these attributes to segment your contacts and create an audience or list. These audiences and lists can be used to send marketing campaigns.

  

Flows:

• Purpose: Incorporate Shopify triggers and actions in Flows to automate business processes, such as order updates and shipping notifications.

• How to access:

  • Proceed to Flows located under Automate Work.

  • Initiate a new flow or modify an existing one.

  • For invoking a flow using Shopify triggers, set the Trigger to "Connector", the Connector to "Shopify", and then pick the relevant Shopify store (if you have multiple installations).

  • Here, you can opt for any of the various triggers that the Shopify connector supports.

  • Additionally, to integrate Shopify actions into your flows, select Shopify from the "Connector actions" dropdown.

  

FAQs

I don’t see the Connectors/Automate Work option. What am I missing?

Please verify your Access role under 'Organization Settings'. If it's not present there, contact your admin for assistance.

As a Shopify merchant with multiple Shopify storefronts, can I connect each one to MessageBird?

Absolutely! Install the MessageBird app for each storefront as required. After installation, view all the storefronts under 'Your Connectors'. Remember, each installation is unique to one store, so you must install it for each storefront individually.

What should I do if my Data sync displays a "Failed" status?

Please contact our support team for assistance.

Is it possible to restore a deleted connector?

No, once you delete a connector, it's irreversible. However, you can always create a new connector to replace the one you deleted.

What should I do if I notice errors in the Health status of my connector?

It's crucial to address any errors promptly. If you're unable to resolve the connector errors yourself, our dedicated support team is here to help.

What happens with my audiences if my connector becomes defunct or is deleted?

Your audience will still function but won't receive new updates on contact attributes.

What will happen to my flows if my connector is removed or becomes defunct?

While the flows will remain intact, they will no longer be influenced by the connector or be able to execute actions via the connector. You would need to manually adjust the flows to use new connector instances.

How can I delete the connector?

1. Go to Automate Work > Connectors > Your Connectors.

2. Search for Shopify.

3. From the results, select the connector you want to delete, and click Delete connector in the top right corner.