If your eCommerce is developed on Shopify, you can synchronize it with your Connectif account in just a few minutes and start collecting interaction data from your contacts on the website.
In this article, you will learn how to install and configure the Connectif app for Shopify.
Difficulty: Low.
When to use it?: When opening your Connectif account.
STEP 1. Installing the application
1. Log in to your Connectif account.
2. Go to Store Settings in the left sidebar menu.
3. In the E-commerce Platforms section, look for Shopify and click on Edit.
4. Click on Install our module from the Shopify App Store to go to the Shopify App Store.
5. Click the Install app button.
6. Log in or create a new account.
STEP 2. Subscription activation
Once the app is installed, you will need to purchase a Connectif plan. If you are using your free trial, you can subscribe later. In that case, go to step 3 to configure your account.
7. Log in to your Connectif account.
8. Select the store you want to integrate and configure.
9. Go to the General Information block to review information about the Connectif account linked to your Shopify installation.
10. Choose one of the available Connectif plans.
11. (Optional). Request a custom plan from Connectif through the Request a custom plan panel.
STEP 3. Application configuration
3.1. Configuration of different stores, currencies, languages, and/or markets (Shopify Markets)
(This section explains the steps to configure how to collect activity information from the different Shopify stores. This way, Connectif will only record activity in the corresponding account when a customer browses in the configured language, currency, and/or markets).
12. In the Multi-store section, click Enable.
This configuration is optional in case you want contact activity to go to a different Connectif store depending on the language, currency, and/or market where they browse. If not configured, Connectif will collect all activity in the same account regardless of the country and currency the contact uses.
13. Select the language and currency in which you want to register activity for the main account and click Enable.
This way, Connectif will collect all markets that share language and currency in a single account.
14. (Optional). To limit tracking to only one market, click the Market dropdown. This setting will show a list of URLs (Markets) available for the language and currency selected in step 13.
15. Select the URL for which you want to apply tracking in this case.
If no market is selected, that Connectif Store will collect activity from all markets with that language/currency; if one is selected, it will only apply to that market.
16. Click Enable to save the configuration.
17. (Optional). To connect another Connectif account to track activity in another language, currency, and/or market, click Add Connectif Store.
Adding other stores is optional, but you must do it to track their activity in the corresponding Connectif account. You can repeat the process as many times as you want to link stores.
18. Enter your Connectif username and password.
19. Select the Store that will track your eCommerce activity in that other language/currency/market.
20. Select the language and currency in which you want to register activity for the secondary account and click Add.
3.2. Activation and configuration of synchronization
(This section explains the minimum steps needed to synchronize Shopify and Connectif and start collecting real-time contact interaction data on the web).
21. In "Settings > Tracking", activate the Connectif tracking toggle to include the Connectif script on your website.
22. In “Settings > Tracking”, in the Customer Privacy Category dropdown, select the consent level you want to apply to Connectif tracking:
- “Basic”: Connectif will load and start collecting contact activity without checking cookie consent. This is the default option and maintains the usual integration behavior.
- “Preferences”: Connectif will load when Shopify allows processing corresponding to visitor preferences.
- “Analytics”: Connectif will load when Shopify allows processing corresponding to analytics.
- “Marketing”: Connectif will load when Shopify allows processing corresponding to marketing.
23. Click Save changes.
Activating Tracking collects traffic and browsing data but does not collect contact information, purchases, visited products, etc. To obtain that information, the Theme Extension must be enabled.
24. Click the Configure theme extension button.
25. Select the active theme (the one marked as "Current") and click Configure theme extension.
26. In the Theme Editor, click Save to enable the Theme Extension in your account.
3.3. Configuration to receive product information
(This section explains the configuration options of the Connectif module to collect product information).
27. In "Settings > Product", check or uncheck the Use product variants checkbox to collect product variants (size, color, etc.) in carts and purchases.
28. Choose whether to collect the internal Shopify product ID or the SKU by selecting one of the two options in the selector.
29. Check the Update products in real time box to update products in Connectif immediately when a change is made to the product from the Shopify panel.
When using this feature, keep in mind some points regarding how and what data is updated in Connectif:
- Custom product fields synchronized by other means (product visited tags via the theme extension) are excluded from this update method.
- This mechanism will collect the original size of product images.
- In the Shopify-Connectif integration, Shopify Collections are stored as Product Categories in Connectif. Changing the name of these collections or the product's membership in them is excluded from being updated in Connectif via this mechanism.
- Deleting products in Shopify will not update stock status or delete products in Connectif when using this mechanism.
30. Check the Enable daily product synchronization box to automatically keep your entire product catalog synchronized with Connectif.
When activating this option, a full catalog synchronization will start immediately. After that, synchronization will occur every 24 hours.
Enabling daily synchronization will disable product synchronization and verification via web tags and Connectif's default web integration. Also, daily synchronization does not include custom product fields.
31. Click Save changes.
3.4. Configuration to notify purchases
(This section explains the configuration options of the Connectif module to collect purchase information).
32. In "Settings > Purchases", choose in the Purchase payment status dropdown the status(es) that orders must have to be registered as Purchases in Connectif. This way, when an order is in one of the selected statuses, Shopify will notify Connectif of the purchase, and it will be recorded in your Store.
In our example, since the "Paid" status is selected, orders with that status will be registered as Purchases in Connectif.
3.5. Adjusting Theme Extension settings
(This section explains what settings can be adjusted in the Theme Extension editor and how to do it).
The Theme Extension and Connectif module configuration are different platforms, so you must verify that both configurations match and make necessary adjustments if they do not.
33. Click the Configure Theme Extension button.
34. In "Cart Settings", verify that the Use product variants option matches what you selected in step 3.3.
35. In "Product Settings > Product ID", confirm that the configured product information is the same as selected in step 3.3.
36. In "Product Settings", choose the product image size that will be displayed in Connectif (in pixels).
37. In "Custom Tags", insert the custom fields created in Connectif using Liquid code, as explained in step 3.7.
3.6. Configuration to create the contact in Shopify
(This section explains the Connectif module configuration option to create the contact in Shopify).
38. In the Contact section, enable, if you want, the option for Connectif to create the contact in Shopify. This option will create the contact in your Shopify but will not create an account or send an invitation to create an account.
For example, if a contact is created in Connectif via a newsletter subscription form, that contact will also be created in Shopify but, as indicated, without an account.
3.7. Sending additional Product and Customer information
(This section explains how to create new Product and Customer fields in Shopify and send them to Connectif. If you need more information on how to create these fields, access the official Shopify documentation).
39. Go to the Admin Panel of your Shopify store and click Settings.
In our example, it shows how to create a custom product tag called "Example"; the process would be the same for custom product fields.
40. Go to Custom Data 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. To create a contact field, you should click on Customers and follow the same steps.
41. Add a new metafield by filling in the Name and Description.
42. Select a Field Type.
In our example, a text line field is created.
43. Make sure that in Options, the Online store access has Read permissions.
44. Click Save.
45. Copy the metafield name to include it in the Theme Editor.
In our example, the created Product metafield is copied (product.metafields.custom.example).
46. Add the copied metafield in the following code snippet:
<span class="custom_meta">{{ product.metafields.custom.example }}</span>
47. Paste the resulting code snippet in the Custom Tags section of the Theme Editor.
In our example, it shows how the metafield code for the created Product is included. For contact fields, you should add it in the Contact area.
48. Click Save.
Success!
Your Connectif app installation for Shopify is now ready.
You can make sure you have correctly completed the integration by following the steps in this article.
Frequently Asked Questions
1. What information does Connectif collect through this integration?
a. Information collected from Contacts
In Shopify integrations, through the cn_client_info tag, certain information about Contacts is transferred by default:
- first_name
- last_name
- _newsletter_subscription_status
b. Information collected from Products
In Shopify integrations, through the cn_product_visited tag and daily catalog synchronization, certain information about Products is collected by default:
- product_id
- url
- name
- description
- image_url (featured_image)
- thumbnail_url
- unit_price
- unit_price_original
- discounted_amount
- discounted_percentage
- availability
- category (collection.title)
- tag
- brand (product.vendor)
- published_at
Via the API, real-time information about Products is collected:
- id
- name
- productDetailUrl
- unitPrice
- availability
- brand
- description
- unitPriceOriginal
- imageUrl
- publishedAt
- tags
- categories
- thumbnailUrl
- discountedAmount
- discountedPercentage
- inStockUnits
- discountedPercentage
c. Information collected from Purchases
In Shopify integrations, if the option to synchronize products in real time is active, certain information about Purchases is collected:
- cartId
- totalPrice
- totalQuantity
- purchaseDate
- purchaseId
-
products
- quantity
- price
- productDetailUrl
- productId
- name
- unitPrice
- publishedAt
- imageUrl
- unitPriceOriginal
- discountedAmount
- discountedPercentage
- tags
- brand
- thumbnailUrl
- paymentMethod
2. I don’t have an active Connectif plan yet and want to subscribe
(This section explains what to do if you don’t have a Connectif plan and want to subscribe through Shopify).
- In that case, follow the instructions in Step 2.
3. I already have a Connectif plan but want to pay through Shopify
(This section explains what to do if you already have a Connectif plan that is not billed through Shopify and want to switch to pay via Shopify.)
- In your Shopify account, go to the Connectif module dashboard and, under Plan, click the Subscribe button.
- After reviewing and accepting the terms, choose and accept the payment method.
4. I have to start paying for the assigned plan
(This section explains what to do if you already have the plan assigned and will start paying through Shopify).
- In your Shopify account, go to the Connectif module dashboard and, under Plan, click the Subscribe button.
- After reviewing and accepting the terms, choose and accept the payment method.
5. How to recover abandoned carts with the Cart Recovery URL
(This section explains how the Cart Recovery URL works to obtain items associated with a specific cart).
Through the Shopify integration, a Cart Recovery URL is sent to Connectif, which is a link to recover the items related to that cart and can be used in workflows and content.
To obtain the cart recovery URL through a workflow, it must be done using the "Get last cart" and "On cart abandonment" nodes, then mapped in the variables of the content to be displayed or sent.
- Learn how this URL works in different CMS and how to use it in this article.
Keep learning!
To take full advantage of your Connectif account, we recommend continuing with the following articles:
Onboarding, to become skilled with our interface.
Purchase tracking with the Shopify snippet, to learn how to add the purchase tag.
Integrations with external systems, to integrate with Facebook, forms, and webhooks from your website.
API integrations, to manage events like purchase registrations or contact sign-ups.