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-side menu.
3. In the eCommerce 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. Activating the subscription
Once the application is installed, you will need to purchase a Connectif plan. If you are using your free trial, you can purchase your plan 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 section 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 custom plan from Connectif through the Request a Custom Plan panel.
STEP 3. Configuring the application
3.1. Configuring different stores, currencies, languages, and/or markets (Shopify Markets)
(This section explains the steps to configure how to collect activity information in 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 if you want the activity of your contacts to go to a different Connectif store depending on the language, currency, and/or market they browse in. 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 the same language and currency in a single account.
14. (Optional). To limit tracking to only one market, click on the Market dropdown. This setting will display a list of URLs (Markets) available for the language and currency selected in step 13.
15. Select the URL where 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 one.
16. Click Enable to save the configuration.
17. (Optional). To connect another Connectif account for tracking in another language, currency, and/or market, click Add Connectif Store.
Adding other stores is optional, but you must do so to track their activity in the corresponding Connectif account. You can repeat the process as many times as necessary to link as many stores as you want.
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 necessary steps to synchronize Shopify and Connectif and start collecting real-time interaction data from contacts on the website).
21. In "Settings > Tracking", enable the Connectif tracking switch to include the Connectif script on your website.
22. Click Save changes.
Enabling Tracking collects traffic and navigation 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 the active theme (the one 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 configuration options for the Connectif module 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 between collecting the internal Shopify 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 functionality, some considerations should be taken into account regarding how and what data is updated in Connectif:
- Custom product fields that are synchronized by other means (such as visited product tags through the theme extension) are excluded from this update method.
- Through this mechanism, the original size of product images will be collected.
- In the Shopify integration with Connectif, Shopify Collections are stored as Product Categories in Connectif. Changing the name of these collections or the product's membership to them is excluded from being updated in Connectif with this mechanism.
- Deleting products in Shopify will not update stock status nor remove products in Connectif when using this mechanism.
29. Click Save changes.
3.4. Configuration to notify purchases
(This section explains the configuration options for the Connectif module to collect purchase information).
30. 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 reaches one of the selected statuses, Shopify will notify Connectif of the purchase, and it will be recorded in your Store.
3.5. Adjusting Theme Extension settings
(This section explains what settings can be adjusted in the Theme Extension editor and how to do so).
The Theme Extension and the Connectif module settings are different platforms, so you must verify that both settings match and, if not, make the necessary adjustments.
31. Click the Configure Theme Extension button.
32. In "Cart Configuration", verify that the Use product variants option matches the one selected in step 3.3.
33. In "Product Settings > Product ID", confirm that the configured product information matches what was selected in step 3.3.
34. In "Product Settings", choose the product image size that will be displayed in Connectif (in pixels).
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 configuration option in the Connectif module to create the contact in Shopify).
36. In the Contact section, enable the option for Connectif to create the contact in Shopify if desired. This option will create the contact in your Shopify, but it will not create an account or send an invitation to create an account.
For example, if a contact is created in Connectif through a newsletter subscription form, that contact will also be created in Shopify but, as mentioned, without an account.
3.7. Creating custom fields for Products and Customers in Shopify
(This section explains how to create custom fields for Products and Customers in Shopify and sync them with those in Connectif. If you need more information on how to create these fields, visit the official Shopify documentation).
37. Go to the Admin Panel of your Shopify store and click Settings.
In our example, we illustrate how to create a custom product tag called "Example". The process would be the same for product custom 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 should 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. Ensure that in Options, the Online Store Access has permissions to Read.
42. Click Save.
43. Copy the name of the metafield to include it in the Theme Editor.
In our example, we copy the created Product metafield (product.metafields.custom.example).
44. Add the copied metafield to 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, we show how to include the metafield code for the created Product. In the case of contact fields, you should add it in the Contact area.
46. Click Save.
Success!
Your installation of the Connectif app for Shopify is now complete.
You can verify that you have successfully completed the integration by following the steps in this article.
Frequently Asked Questions
1. I do not have an active Connectif plan and want to subscribe
(This section explains what to do if you do not have a Connectif plan and want to subscribe through Shopify).
- In that case, follow the instructions in Step 2.
2. 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 being billed through Shopify and you want to switch to paying via Shopify).
- In your Shopify account, go to the Connectif module control panel and, in Plan, click the Subscribe button.
- Once you have reviewed and accepted the terms, choose and confirm the payment method.
3. I need to start paying for the assigned plan
(This section explains what to do if you have already been assigned a plan and need to start paying for it through Shopify).
- In your Shopify account, go to the Connectif module control panel and, in Plan, click the Subscribe button.
- Once you have reviewed and accepted the terms, choose and confirm the payment method.
4. How to recover abandoned carts using the Cart Recovery URL
(This section explains how the Cart Recovery URL works to retrieve items associated with a specific cart).
Through the Shopify integration, a Cart Recovery URL is sent to Connectif, which is a link that allows recovering the items related to that cart and can be used in workflows and content.
To obtain the cart recovery URL via a workflow, use the "Get last cart" and "On cart abandonment" nodes, then map it in the content variables to display or send it.
- Learn how this URL works across different CMS platforms 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:
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Onboarding, to become familiar with our interface.
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Tracking purchases with the Shopify snippet, to learn how to add the purchase tracking tag.
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Integrations with external systems, to connect with Facebook, web forms, and webhooks on your website.
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API integrations, to manage events such as purchase registrations or contact sign-ups.