If your eCommerce is built on Shopify, you can sync 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 app
1. Log in to your Connectif account.
2. Go to Store Settings in the left sidebar menu.
3. In the E-commerce Platforms section, find 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 subscribe to 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 the information about the Connectif account linked to your Shopify installation.
10. Choose one of the available Connectif plans.
11. (Optional). Request a customized plan from Connectif through the Request a custom plan panel.
STEP 3. App configuration
3.1. Configuration of multiple 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 register 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 if 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 contact's country and currency.
13. Select the language and currency in which you want to record activity for the main account and click Enable.
This way, Connectif will gather all markets sharing language and currency into a single account.
14. (Optional). To limit tracking to only one market, click the Market dropdown. This setting will show a list of URLs (from the 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 necessary 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 record activity for the secondary account and click Add.
3.2. Activation and configuration of synchronization
(This section explains the minimum necessary steps 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. Click Save changes.
Activating Tracking collects traffic and browsing data but does not collect information about contacts, purchases, visited products, etc. To obtain that information, the Theme extension must be enabled.
23. Click the Configure theme extension button.
24. Select your active theme (marked as "Current") and click Configure theme extension.
25. 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 Connectif module configuration options to collect product information).
26. In "Settings > Product", check or uncheck the Use product variants checkbox to collect product variants (size, color, etc.) in carts and purchases.
27. Choose whether to collect the Shopify internal product ID or the SKU by selecting one of the two options in the selector.
28. Check the Update products in real time box to immediately update products in Connectif when a change is made to the product from the Shopify panel.
When using this feature, consider the following points about how and which 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 collects the original size of product images.
- Shopify Collections are stored as Product Categories in Connectif. Changing the name of these collections or product membership is excluded from updates using this method.
- Deleting products in Shopify will not update stock status or delete products in Connectif when using this mechanism.
29. Check the Enable daily product synchronization box to keep your entire product catalog automatically synced with Connectif.
Activating this option will start a full catalog synchronization immediately. Afterwards, synchronization will run 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.
30. Click Save changes.
3.4. Configuration to notify purchases
(This section explains the Connectif module configuration options to collect purchase information).
30. In "Settings > Purchases", choose in the Purchase payment status dropdown the status(es) orders must have to be registered as Purchases in Connectif. This way, when an order reaches one of the selected statuses, Shopify will notify Connectif of the purchase, and it will be recorded in your Store.
In our example, by selecting the "Paid" status, Connectif will register as Purchases those orders with that status.
3.5. Adjusting Theme Extension settings
(This section explains which settings can be adjusted in the Theme Extension editor and how to do so).
The Theme Extension and Connectif module configuration are different platforms, so you must verify that both configurations match and, if not, make the necessary adjustments.
31. Click the Configure Theme Extension button.
32. In "Cart Settings", verify that the Use product variants option matches the one you selected in step 3.3.
33. In "Product Settings > Product ID", confirm that the product information configured matches what you selected in step 3.3.
34. In "Product Settings", choose the product image size (in pixels) that will be displayed in Connectif.
35. 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).
36. In the Contact section, enable the option if you want 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 mentioned, 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. For more information on how to create these fields, access the official Shopify documentation).
37. Go to your Shopify store's Admin Panel and click on Settings.
Our example illustrates how to create a custom product tag called "Example"; the process is the same for custom product fields.
38. 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 would click on Customers and follow the same steps.
39. Add a new metafield by filling in the Name and Description.
40. Select a Field Type.
In our example, a text line field type is created.
41. Make sure that in the Options, the Online store access has Read permissions.
42. Click Save.
43. Copy the metafield name to include it in the Theme editor.
In our example, the created Product metafield is copied (product.metafields.custom.example).
44. Add the copied metafield in the following code snippet:
<span class="custom_meta">{{ product.metafields.custom.example }}</span>
45. Copy the resulting code snippet into the Custom tags section of the Theme editor.
In our example, it shows how to include the metafield code for the created Product. For contact fields, you should add it in the Contact area.
46. Click Save.
Success!
Your installation of the Connectif app 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. Contact information collected
In Shopify integrations, through the cn_client_info tag, certain contact information is transferred by default:
- first_name
- last_name
- _newsletter_subscription_status
b. Product information collected
In Shopify integrations, through the cn_product_visited tag and daily catalog synchronization, certain product information 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
Through the API, real-time product information is collected:
- id
- name
- productDetailUrl
- unitPrice
- availability
- brand
- description
- unitPriceOriginal
- imageUrl
- publishedAt
- tags
- categories
- thumbnailUrl
- discountedAmount
- discountedPercentage
- inStockUnits
- discountedPercentage
c. Purchase information collected
In Shopify integrations, if the option to synchronize products in real time is active, certain purchase information 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 paying through the tool.)
- In your Shopify account, go to the Connectif module control panel and, under Plan, click the Subscribe button.
- After reviewing and accepting the terms, choose and accept the payment method.
4. I need 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 control panel 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 get the 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 via the "Get last cart" and "On cart abandonment" nodes, then map it in the variables of the content to display or send.
- Learn how this URL works in different CMS and how to use it in this article.
Keep learning!
To make the most of your Connectif account, we recommend continuing with the following articles:
Onboarding, to gain proficiency 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.