If your ecommerce platform is based on Shopify, you can sync it with your Connectif account in just a few minutes and start gathering data about your contacts’ interactions on the site.
In this article, you'll learn how to install and set up the Connectif app for Shopify.
Difficulty: Low.
When to use it: When you open your Connectif account.
STEP 1. Installing the application
1. Access your Connectif account..
2. Go to Integrations on the left-hand menu.
3. In the ERPs and CRMs section, find Shopify and click Edit.
4. Click Install our module from the Shopify app store to go to the Shopify App Store.
5. Click Add app to add the Connectif app to your store.
6. Sign in to your Shopify account.
7. Click the Install app button.
8. Click Already have an account? to sign in.
STEP 2. Activating the subscription
Once the application is installed, you’ll need to sign up to a Connectif plan. If you're using your free trial, you can sign up for your plan later. In that case, go to step 3 to set up your account.
9. Go to the General info block to review the information about the Connectif account linked to your Shopify installation.
10. Choose from one of the Connectif plans available.
11. (Optional). Request a custom Connectif plan via the Request custom plan panel.
STEP 3. Application settings
3.1. Basic configuration
(This section explains the minimum steps required to sync Shopify and Connectif and start collecting interaction data from contacts on the website in real time).
12. Under "Settings > Tracking", activate the Connectif tracking selector to include the Connectif script on your website.
13. Click Save changes.
Activating Tracking collects traffic and browsing data but not information about contacts, purchases, products visited, etc. To obtain this information, the Topic extension must be enabled.
14. Click the Set theme extension button.
15. Select your active theme (the one marked "main") and click Set theme extension.
16. In the Theme editor, click Save to enable the Theme extension in your account.
3.2. Settings for receiving product information
(This section explains the configuration options of the Connectif module for collecting product information).
17. Under "Settings > Product", check or uncheck the checkbox Use product variants to pick up product variants (size, color, etc.) in carts and purchases.
18. Choose between collecting the product's internal Shopify ID or the SKU by checking one of the two selector options.
19. Click Save changes.
3.3. Settings for reporting purchases
(This section explains the configuration options of the Connectif module for collecting information about purchases).
Adjustments about purchases can only be made when tracking is disabled, so to change this configuration you must disable it momentarily (step 3.1).
20. Under "Settings > Purchases", choose to report online or offline purchases. By default Connectif will collect online purchases.
What's the difference between Use online purchases and Use offline purchases?
- With Use online purchases, the purchase will be recorded immediately after the user has visited the checkout page, using the Theme extension tag.
- With Use offline purchases, the purchase will be recorded in Connectif asynchronously at any time after the purchase (not immediately).
3.4. Theme Extension settings
(This section explains which settings can be adjusted in the theme's Extension editor and how to set them).
The Theme extension and the Connectif module settings are different platforms, so you must check that both settings match and if not, make the necessary adjustments.
21. Click the Set theme extension button.
22. Under "Cart settings", check that the Use product variants option matches the one you selected in step 3.2.
23. Under "Product Settings > Product ID", confirm that the product information set is the same as the one you selected in step 3.2.
24. Under "Product Settings", choose the size of the product image to display in Connectif (in pixels).
25. Under "Custom labels", insert custom fields created in Connectif using Liquid code.
3.5. (Optional). Create Products and Customers custom fields in Shopify
(This section explains how to create Product and Customers custom fields in Shopify and sync them with those in Connectif).
26. Head to your Shopify store's admin panel and click Settings.
Our example illustrates how to create a custom product label, called "Example."
27. Go to Metafields and select the part of the store where you want to add the new custom field.
In our example, a field is added for Products.
28. Add a new metafield by filling in the Name and Description.
29. Select a Field Type.
30. Check the box that allows you to connect this field via API.
In our example, a field with a line of text is created.
31. Click Save.
32. Copy the name of the metafield to include it in the Theme editor.
In our example, the Product metafield created (product.metafields.custom.example) is copied.
33. Add the copied metafield in the following code snippet:
<span class="custom_meta">{{ product.metafields.custom.example }}</span>
34. Copy the resulting code snippet into the Custom tags section of the Theme editor.
Our example shows how to include the metafield code for the Product created.
35. Click Save.
Success!
Your installation of the Connectif app for Shopify is now ready.
You can make sure you've successfully integrated it by following the steps in this article.
Preguntas frecuentes
1. I don't have an active Connectif plan yet and I want to sign up for one
(This section explains what to do if you don't have a Connectif plan and want to sign up through Shopify).
- In that case, follow the prompts in Step 2.
2. I already have a Connectif plan but I want to pay for it through Shopify
(This section explains what to do if you already have a Connectif plan that isn't being billed through Shopify and want to switch to pay for it through the tool).
- In your Shopify account, go to the Connectif module dashboard, and under Plan, click the Sign up.
- Once you have reviewed and accepted the conditions, choose and accept the payment method.
3. I need to start paying for the assigned plan
(This section explains what to do if you have already assigned the plan to be confirmed and you are going to start paying through Shopify).
- In your Shopify account, go to the Connectif module dashboard, and under Plan, click the Sign up.
- Once you have reviewed and accepted the conditions, choose and accept the payment method.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
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Onboarding, to learn all about our interface.
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Track purchases with Shopify's snippet, to learn how to add the purchase tag.
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Integrations with external systems, to integrate your Facebook, website forms and webhooks.
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API integrations, to administrate events such as order registration or contact sign-ups.