Integrating Shopify with Iterable

Iterable integrates with Shopify, enabling you to automate your multi-channel marketing strategy based on user actions in your Shopify e-commerce website. Simply drop your Iterable API key into the Iterable Shopify app to boost retention and ROI with campaign strategies like cart abandonment and repeat purchase.

# Overview

This guide walks through the setup of the Iterable Shopify App, which forwards the properties and actions of your Shopify store users to Iterable. Once enabled, the application will sync your customers' details, their actions on site (cart updates, purchases, product views), and product information in real time with your Iterable project. In addition, there is the option to perform a backfill of your store to bring in historical users' profiles and their past orders.

The following will guide you through the process to install the Iterable App onto your Shopify store:

• Enter your Shopify domain:

  

• Provide the email of your Shopify and Iterable account admin. Once the backfill has completed, this address will receive a status email. Enter the API key of the project you would like to sync with your store:

  

• Upon a successful connection, the following screen will appear to introduce you to the application's features:

  

• Configure your settings for the synchronization of customer and product data to Iterable from Shopify. The Import fromfield will pull in historical data from the selected date:

  

• Select the tracking types you would like to enable. Global Tracking will forward Shopify webhooks to Iterable (see below), and Javascript Snippet Tracking will track on-page events such as product views and logins:

  

• Place the JavaScript snippet to your store's theme code. Refer to this guide for more assistance.

• Select the webhook types you would like to forward to Iterable as part of the Global Tracking. You can also update your Iterable API key here, as needed.

  

You're all set once these steps have been completed. You will now see Shopify users, events, and products within your connected Iterable project.

# Commerce events

The Shopify application will send user cart and purchase information to Iterable via the Iterable Commerce API:

• updateCart: track items added and removed from the customer's cart.
• trackPurchase: track the purchase and items in the order.

A cart abandonment or a transactional message can be set up with a workflow:

• Select the trigger type for the start node.

  

• Add a send node (or any other number of actions to take) once a customer has performed these commerce events.

  

# Tracked events

Message campaigns around other tracked events such as product views, cancelled orders, and refunds can also be built in the Workflow Studio. For example, use a product view custom event to browse abandonment campaigns or to encourage browsing users to make a purchase.

Tracked through the JavaScript snippet:

• Page View (off by default)
• Product View

Tracked via Shopify webhooks:

• Customers: Iterable users update as customers create/update their accounts.
• Fulfillment: Tracking information is sent into Shopify if the store is integrated with a carrier; fulfillment information is sent to Iterable.
• Orders: Order completion steps such as creation, cancellation, deletion, etc. to be passed to Iterable
• Product Listing and Inventory Levels: Items synced as they are created.

Listing of Shopify webhooks used (Shopify page):

• Cart creation: a webhook will be sent every time a cart is created.
• Cart update: a webhook will be sent every time a cart is updated.
• Checkout creation: a webhook will be sent every time a checkout is created.
• Customer creation: a webhook will be sent every time a new customer is created.
• Customer deletion: a webhook will be sent every time a customer record is deleted.
• Customer disable: a webhook will be sent every time a customer account is disabled.
• Customer enable: a webhook will be sent every time a customer account is enabled.
• Customer update: a webhook will be sent every time a customer record is updated.
• Draft order creation: a webhook will be sent every time a draft order is
  created.
• Fulfillment creation: a webhook will be sent every time a fulfillment is created on an order.
• Fulfillment update: a webhook will be sent every time fulfillment is updated on an order.
• Order cancellation: a webhook will be sent every time an order is canceled.
• Order creation: a webhook will be sent every time an order is created.
• Product creation: a webhook will be sent every time a product has been created.
• Product deletion: a webhook will be sent every time a product has been deleted.
• Product update: a webhook will be sent every time a product has been updated.
• Refund create: a webhook will be sent every time a refund is issued.

# Iterable subscriptions

Shopify accepts marketing flags on the Shopify Customer Record (for example, a flag indicating whether or not the user would like to be kept up to date on news and exclusive offers). This is reflected on a user's profile via a boolean field, accepts_marketing, to be utilized if you do not have a separate third-party preference center solution.

# Shopify administrative portal

An administrative portal will be exposed where the Shopify merchant will have the ability to configure the following:

• Iterable API key
• Iterable account key
• Toggle on/off behavioral events
• Toggle on/off orders Feed
• Toggle on/off user Feed