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By checking the integration with your ecommerce site, you can be confident that your data is being synced correctly with your Connectif account. All you need to do is simulate the interaction with a contact on your website to confirm that all activity is being gathered in the corresponding profile.
In this article, you’ll learn how to check the integration with your ecommerce site.
Implementation time: 30 minutes.
Difficulty: Low.
When to use it: After integrating Connectif with your ecommerce site, whether via a module or custom integration.
The process of reviewing the integration is the same for all ecommerce platforms. In this article, we’ve included screenshots from a PrestaShop integration.
To make the steps easier to follow, we recommend opening three tabs on your browser before you begin:
— One tab for your website.
— One tab for your Connectif account.
— One tab with the activity of the test contact, as explained from STEP 1 in the article.
STEP 1. Contacts
(This section shows you how to check if Connectif is registering a contact’s activity and if their email address is being gathered, as a minimum).
1. Go to your website, create a user account with a real email address and subscribe to the newsletter.
2. Go to your Connectif account and then "Contactos > View All". In the search field, write the email address you used to create the user account above.
To learn more about contact sheets, click here.
If their email address has been registered in Connectif, it’ll appear in the list.
3. Click (Details) to access the sheet with the contact’s information
4. Click on the Activity tab to access the event history and actions associated with this contact on your website.
STEP 2. Products
(This section shows how to check if Connectif is logging a contact’s activity and gathering information about the products they visit).
5. Visit a product on your website.
6. In your Connectif account, go back to the "Activity", tab and check that both the activity has been logged and that the URLs correspond with the product visited.
After visiting the product, two activities should be logged: Web page visited and Product visited.
7. In a new tab, access "Ecommerce > Catalog" and search for the product you visited in point 5 using the search field.
8. Confirm that the data shown corresponds with those of the products on the site.
STEP 3. Cart
(This section shows how to check if Connectif is registering the order cart).
9. On your website, visit several products and add them to your cart while remaining logged in.
10. In your Connectif account, go back to the Activity, tab, update the page and check if the event Product added to cart appears on the list.
STEP 4. Cart status
(This section shows how to check if Connectif is logging the change in cart status).
11. In a new tab, and still in your Connectif account, go to the section "Integrations > E-commerce" without closing your profile and click Edit to access the settings..
12. In the Cart, section, set the inactivity time to "2" Seconds for the cart to be considered abandoned.
13. Save the changes by clicking Save and, on your page, go back to add various products to the cart. Wait two seconds without interacting with the website.
14. In your Connectif account, update the "Activity" for the contact and confirm that the Cart event appears on the list and includes information on the products added.
Remember to change back the time after which the cart should be defined as abandoned.
In Connectif, the default time is 30 minutes and the recommended minimum is 15 minutes.
STEP 5. Integrated forms
(This section shows how to confirm that Connectif is receiving information on the existing forms on your website that have been integrated).
If you haven’t created any Integrated Form when integrating your ecommerce site, you can continue with STEP 6.
15. On your website, fill in and send the existing forms that should send data to Connectif, without closing your profile.
16. Go back to the Activity tab on your account and click Update.
17. Confirm that the Form Sent event appears in the list and includes the expected information for each of the forms covered by point 15.
If the forms don’t log the sending activity or aren’t gathering all the expected data, you will need to create them as Integrated Form in Connectif.
STEP 6. Purchases
(In this section we show how to check if Connectif is detecting and gathering purchase data when an order is placed).
6.1. Purchase Event
18. On your website, complete the purchase process.
19. In your Connectif account, update the Activity tab for the contact and confirm that the Purchase event appears on the list and includes information on the products added.
6.2. Purchase statistics
20. Go to "Ecommerce > Purchases" and check that the purchase has been included on the list.
If there is an existing active workflow, it could display information about the purchase attribution, as in the previous case.
You can find more information about purchase attribution here.
21. Repeat points 18, 19 and 20 for each purchase method available on your website.
STEP 7. Newsletter subscription
(This section shows you how to check if Connectif is synchronizing the subscription status, for sign-ups as well as unsubscriptions).
22. In your Connectif account, check that the URLs that Connectif will use to notify your ecommerce site of changes to the subscription status of your contacts are assigned in your integration, according to whether your integration is via module or custom:
- Module integration (Prestashop, WooCommerce, Shopify, Magento and VTEX):
Go to "Integrations > [Name of your integration]" and then Advanced settings, check that the Unsubscribe URL and the Subscribe URL have been auto-completed on installation of the module.
In our example, with a PrestaShop module integration, we have gone to "Integrations > Prestashop".
- Custom integration:
Go to "Integration > Email" and, in Advanced settings, manually fill in the Unsubscribe URL and the Subscribe URL.
23. Go to "Contacts > View All" and click (Edit) for the contact created in STEP 1. Next, check that the Newsletter subscription status is "Subscribed".
24. Change the Newsletter subscription status to "Not subscribed"and click Apply.
25. Go to your ecommerce site and check that it also shows the subscription status as "Not subscribed".
STEP 8. Web push notifications
(This section explains how to integrate web push notifications).
ServiceWorker is installed automatically in module integrations (Prestashop, WooCommerce, Shopify, Magento and VTEX).
You only need to install it and add the route manually, following the steps below, in custom integrations.
26. Go to "Integrations > Web > Push Notifications" and click Download.
27. Upload the file to your server and copy the route.
28. Add the route to the ServiceWorker in the ServiceWorker URL section.
29. Click Update.
For web push notifications to work correctly, your shop or website domain must be HTTPS.
If you want to learn more about configuring your web push notifications, click here.
Success!
You have now confirmed your ecommerce integration.
TROUBLESHOOTING
Find agile solutions to the most frequently-occurring incidents when checking your ecommerce site’s integration.
1. Problems with the payment gateway when logging sales
In general, when only some purchases are being logged, the issue originates when the option to automatically redirect users to the confirmation page after making their purchase is deactivated in the payment gateway.
For Connectif to be able to log the purchase, the contact must visit the confirmation page after completing the transaction. This way, contacts who go back manually will be logged while those who do not (by closing the tab, visiting another website, returning to the home page instead of the confirmation page, etc) create this loss of purchase information.
The solution in these cases is to determine if the gateway has an option to force redirection to the confirmation page so that once payment is made, the user arrives there automatically.
2. Managing a multilingual or multi-store ecommerce site
You’ll need a Connectif account for each language, currency or additional store. Although it’s not recommended practice, in some cases these can be managed from a single account, depending on the differentiation in terms of URLs, products and catalog of your multilingual or multi-store ecommerce site.
In any case, it isn’t possible to manage several languages in a single account if it meets one of the following criteria:
- The same product in different languages is displayed on the same page using a translation system.
- There is no data to distinguish the catalog according to language.
- There is no data to distinguish the contact’s language.
It isn’t possible, in any case, to manage several stores from a single account if it meets one of the following criteria:
- The product identifiers (ID) are repeated in the different stores.
- There is no data to distinguish the catalog according to the store of origin.
- There is no data to distinguish the contact according to the store or stores they have interacted with.
If you’d like more information about creating additional accounts, please contact your Account Manager.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
-
Inline in product's page: recommended products, to display recommended products according to the product that the contact is visiting.
-
Weekly campaign of recommended products, to send a newsletter every week with personalized recommendations.
-
Send Abandoned Cart Email via Workflow, to send an email to contacts with products that they abandon in the cart plus related products.
- Crosselling on the home page, to show products on the home page that are related to the contact’s last purchase.